Monday Sep 23, 2013

PeopleSoft Mobile Time Entry now available in FSCM

Oracle is pleased to announce the release of PeopleSoft Mobile Time Entry, part of the PeopleSoft Expenses application, which is now generally available in PeopleSoft FSCM 9.1.

PeopleSoft Mobile Time Entry provides the ability to enter time sheets quickly and easily for project-based resources on the go. The contemporary, streamlined user interface is optimized for mobile devices (that support HTML5), such as tablets and smartphones. It provides a simple-to-use tool for capturing and submitting both project-based time and non-project time, such as vacation and training. Time reporters can even adjust their timesheets for prior periods, managers can approve timesheets, and more.

Now your project resources, whether they are traveling consultants, field technicians, or anyone else booking time to projects and activities, can enter time right from their phone. Giving users the ability to record time when and where they are actually expending their effort can not only increase the accuracy of the time reports, but also accelerate the process of converting time into cash for your enterprise. The faster and more accurately time is captured, the sooner your organization can account for it and invoice for it, and that can lead to better cash flow, more up-to-date information on project progress, and better decision making.

Combining PeopleSoft Mobile Time Entry with PeopleSoft Mobile Expenses and Mobile Approvals, the PeopleSoft Mobile Applications suite expands its ability to accelerate time and expense capture and increase data accuracy. With the new Mobile capabilities, travelers can increase efficiency by recording their time and expense when they are incurred rather than waiting until arriving back home or to the office.

For more information, please watch the PeopleSoft Mobile Time Entry Video Feature Overview (VFO) available on YouTube or contact your application sales representative.

The PeopleSoft Mobile Time Entry 9.1 documentation update is available under MOS Document ID 1583166.1.

Monday Apr 01, 2013

10 Innovations in PeopleSoft 9.2 - #10 Navigation With PeopleSoft Search and Related Actions

Welcome to the first in a series on ten major innovations delivered in PeopleSoft 9.2.     We begin the countdown at # 10 looking at the new PeopleSoft Search and Related Actions capabilities.    A number of our topics for this series will focus on user experience improvements that fundamentally change the way work gets accomplished in PeopleSoft.   PeopleSoft 9.2 is a pivotal release delivering on a new standard for enterprise wide  navigation.  This goes well beyond simply reducing clicks (which is certainly a benefit)  and provides a holistic approach for users that matches system behavior with user expectations.   To put it another way, the way the users thinks about their work is in alignment with how it can be accomplished.    There are several ways that this is enabled including Activity Guides, Train Stops, and WorkCenters that offer a high degree of personalization and configuration.   In this posting I'll discuss examples of the Search and Related Action Framework. 

In the last 9.1 Feature Pack we  introduced both of these concepts, where they are heavily utilized in areas like the Company Directory, Manager Dashboard, and Talent Summary.   With 9.2, these capabilities go much broader and deeper across HCM, Financials, and  Procurement.   Global searches can also be utilized in the PeopleSoft Interaction Hub to cross multiple PeopleSoft instances.   PeopleSoft Search enables global and keyword contextual searching so users can find the right information quickly.   Related Actions are provided with the search results and with one click a business process can be launched securely based on the user access level.    A couple of examples:

With PeopleSoft 9.2 Expenses, expense report information is indexed for faster searching of transactions, potential duplicates, and more to enable users to find the information they are looking for quickly.  Let's say a manager would like to see all expense reports related to her employees charging in remote internet access.   In the global search box, the manager can filter on "Expenses" and use "Remote" as the search term to retrieve all transactions.   The resulting search can be refined by choosing predefined facets by Employee Name, Approver Name, Expense Type, Date, or Report Status.   Specific records can then be viewed directly in context using Related Actions that allow the manager the option to take action such as Review, Approve, or Print the report.   All of this is accomplished securely from a single page with a minimum of clicks, without navigating through a menu structure or losing context.   

Another great example is procurement.   Similar to the expenses example, suppose I need to buy  printer paper.     In PeopleSoft 9.2 eProcurement, when I type in "printer paper" in the search box, the results can be refined by facets such as Manufacturer, Supplier, Preferred Supplier, Item Category.   The results have related actions that allow me to create a requisition directly from the search result and add the printer paper to my shopping cart.   It's a simple consumer focused set of actions that are readily understood by any internet shopper.   

See this Video Feature Overview to watch these examples in action:    PeopleSoft Global Search .

Whether working with assets, expenses, catalog items, vouchers, time sheets, compensation, performance, career plans, and more, you'll see the same power of search plus related actions across PeopleSoft 9.2.   What started with a few powerful examples in the last 9.1 feature pack goes enterprise wide.  It's just one example of how we've created the new standard for navigation.

Monday Oct 01, 2012

PeopleSoft Mobile Expenses and Mobile Approvals now available in FSCM 9.1

Oracle is pleased to announce the release of two new applications, PeopleSoft Mobile Expenses and PeopleSoft Mobile Approvals, which are now generally available in PeopleSoft FSCM 9.1. These are the first two of many upcoming applications designed and built to cater directly to the mobile workforce by providing user-friendly access to key business functions on a smartphone or tablet.

Enter and Submit Expenses Anytime, Anywhere

PeopleSoft Mobile Expenses provides the ability to enter employee expense reports quickly and easily, for busy travelers on the go. The contemporary, streamlined user interface is optimized for mobile devices (that support HTML 5), such as tablets or smartphones, and provides a simple-to-use tool for capturing expenses as they are being incurred, submitting expense reports while waiting at the airport, approving your employees’ expense reports, and more. And since it is part of the PeopleSoft Mobile Applications suite, you don’t have to wait until you return home or to the office, which can lead to improved efficiencies.

The user interface and gesture actions (for example, swipe, touch, and so on) will be immediately familiar to mobile device users, and is specifically targeted to keep the experience as streamlined as possible for just the tasks you need to get to while on the go. In addition, PeopleSoft Mobile Expenses leverages all of the powerful expense policy compliance tools delivered by PeopleSoft Expenses, contributing to reduced spend and increased efficiency throughout your organization.

PeopleSoft Mobile Expenses is integrated directly with PeopleSoft Mobile Approvals, so managers can quickly approve submitted expense reports in addition to entering or reviewing their own expenses.

Manage Approvals Anytime, Anywhere

PeopleSoft Mobile Approvals improves productivity and keeps business moving forward when your users are on the go without comprising business imperatives and operational policies. This innovative solution is delivered using the latest HTML 5 technology to allow customers to manage their critical tasks anytime through any device. PeopleSoft Approvals enables your users to approve transactions through the desktop, smart phones or tablet devices. This will speed up the approval process thus avoiding potential late payment penalties and supports early payment discounts for invoices.

For more information, please watch the Video Feature Overviews (VFO) available on YouTube (links below) or contact your application sales representative.

PeopleSoft Mobile Expenses
PeopleSoft Mobile Approvals

The PeopleSoft Mobile Applications 9.1 documentation update for Bundle 23 is available under MOS Document ID 1495035.1.

Sunday Jan 22, 2012

New Features Added to PeopleSoft Expenses 9.1 Aid Usability and Compliance

We have just added two important new features to PeopleSoft Expenses 9.1 to simplify the user experience, as well as improve the capture of supporting documentation that may be required for reimbursement of expenses.

Embedded Help

PeopleTools 8.51 provides new capabilities for Embedded Help, which enables PeopleSoft Expenses to provide additional assistance to users entering expense reports, managing credit card feed and Oracle iReceipts transactions in My Wallet, and more.

Embedded Help question mark icons will be placed strategically throughout the user interface and are dynamically linked to popup windows that provide additional guidance directly related to the task the user is trying to perform.

New Embedded Help assistive text is delivered within the PeopleSoft Message Catalog, which means customers can tailor the content easily and quickly, without having to customize the software. As an example, a customer may change the Embedded Help text to inform employees of organizational expense policies.

File Attachments

Transaction receipt files can be attached (at both the header and line levels) directly within the expense report. This capability leverages standard PeopleTools file attachment functionality, allowing users to scan receipts and attach the images directly to their reports for manager and/or auditor review.

Whether users will be allowed to attach receipts (or any other files) at the expense report header, line level, or both, is configurable. Some organizations may choose to utilize only header-level attachments so that all receipts can be uploaded at once. Others may want to require the attachment of receipts at the expense report line level and thereby make it easier for managers to correlate a receipt to a given expense report line item. Optionally, organizations can permit attachments at both the expense report header and line level for maximum flexibility.

The attachment of the receipts can also be configured to trigger the “Receipts Received” status flags, further assisting the automation of the receipts verification process.

With these simple, but powerful additions to PeopleSoft Expenses, organizations can improve the quality and timeliness of their expense reports. Streamlining the reporting and processing of expenses means an organization can reduce the time employees, managers, and auditors spend on low-value administrative tasks; and from our own experience, we’re pretty sure no one will complain about spending less time working on expense reports.

About

This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

For information about PeopleTools see the PeopleSoft Technology Blog.

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