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.

Wednesday Aug 21, 2013

Oracle Hosts PeopleSoft Customer Advisory Boards

The PeopleSoft Customer Advisory Boards met last week at the Oracle Conference Center in Redwood Shores.    Over 180 customer attendees representing 113 member companies participated as well as our partner sponsors for the CAB:    Accenture, Grey Heller, Infosys,  MIPRO and SmartERP.   The CAB included three days of  product breakouts, round tables and keynotes covering the PeopleSoft roadmap and customer feedback across HCM, Financials, ESA, ALM, Procurement and Technology.     In addition there were customer presentations covering  best practice topics such as leveraging the PeopleSoft Interaction Hub and using org modeling as a strategic planning tool.    Customers were also provided deeper insight into the newly delivered PeopleSoft 9.2  with focus on  lifecycle management tools using the PeopleSoft Update Manager.   The event was well received by customers.    Rich Harvey, from Boise, summed up the experience this way:

"The recent PeopleSoft Customer Advisory Board meeting showed just how deep Oracle’s commitment is to both the product line and the customers of PeopleSoft. The CAB is just one of the many venues available to the PeopleSoft customer to discuss and offer observations about the PeopleSoft product line and Oracle’s strategy. Although PeopleSoft 9.2 was just recently released with its own set of increased functionality, new technologies and substantial improvement to the end user experience, PeopleSoft gave the CAB a view of the future. The exciting part of looking at the future enhancements to functionality, technology and end user experience is the realization that the customer may not need to wait for these until the next major release.  The new capability,  PeopleSoft Update Manager (PUM), will allow customers to incorporate new functionality into PeopleSoft 9.2 when they become available in a manner much easier than the past methodology.    PeopleSoft never left, always delivered value - but hey, they are here in a big way." 

Executive Q&A PanelCAB General Session

Tuesday May 21, 2013

10 Innovations in PeopleSoft 9.2 - #5 Optimizing Liquidity with PeopleSoft Cash Management 9.2

Liquidity is the holy grail of cash management. Optimizing liquidity is a daily challenge for Cash managers. They have to maintain that delicate balance between having enough cash to make their payments without having too much cash sitting idle in low interest vehicles. PeopleSoft Cash Management 9.2 delivers the much improved Cash Positioning and Forecasting tool to help address this challenge.

Residing in the enterprise makes it really easy for the Cash Position Worksheet to gather transactional data from the entire enterprise. Payments, Receipts, Purchase Orders, Payroll amounts are all directly accessible from Accounts Payable, Accounts Receivable etc. Delivered views enable the Cash Position to access this data from their respective sources. This information is processed against the imported bank statement to get an accurate snapshot of the corporate cash balance position.   What about about the transactions that are not in PeopleSoft that you would want to be reflected in the Cash Position?  PeopleSoft Cash Management 9.2 delivers web services that allows third party data to be brought into the cash position very easily.

We also understand that you want to analyze your cash position across different parameters like Bank Accounts, Currencies, Business Units and more. Instead of creating different worksheets for each of these parameters, our Cash Positioning tool can slice and dice the numbers across four delivered dimensions of Bank, Bank Account, Currency and Business Unit. In addition, users can define their own dimensions for their analysis.

To round this off, there are representative charts to display your numbers on the Cash Position page; a trend analysis graph to show your numbers over the next month and a pie chart to show how the numbers are split up.

Salient features of this tool are

  • Single worksheet that gathers transactions from the entire enterprise
  • 7 day forecast in one single screen
  • Drill down to the transaction from the worksheet itself
  • Graphical trend analysis
  • Pre-calculated numbers that can be sliced and diced across various dimensions

The calculated worksheet can be used for several purposes –

  • Accurate Snapshot of Cash Balances
  • Comparison of Actual vs Forecast
  • What if Analysis with weighted changes to calculated numbers

Accurate, integrated, enterprise-wide cash forecasting is an ongoing challenge facing Cash Managers around the world. PeopleSoft Cash Management 9.2 provides leverage to the Cash Manager by providing a collection area for all banking activity, and that activity can be recognized as inflow versus outflow when it comes to cash. Optimizing liquidity is critical and it is now something that can be managed through PeopleSoft Financials.

Monday Apr 22, 2013

10 Innovations in PeopleSoft 9.2 - #7 Guided Navigation With Activity Guides and Train Stops

PeopleSoft is more focused than ever on the end user. We are constantly striving to find ways to make your user experience the best it can be.  To help achieve this goal, we have introduced two new types of user driven guided navigation which are designed to effortlessly guide through a process.

PeopleTools release 8.53 introduced new robust guided navigation functionality called Activity Guides. This new functionality allows customers to setup their own guided navigation process that will define actions or steps needed to complete end-to-end business processes. The configuration allows you to specify which steps are optional and which ones are required.  You can also determine the order the steps will display.  You can even launch workflow and approval routing as part of your processing steps.  Any PeopleSoft Enterprise collaborative application can take advantage of this underlying functionality, however in release 9.2 PeopleSoft has delivered some Activity Guides that are setup and ready for you to use.

The second type of navigation is a horizontal guided navigation process or what we often refer to as a ‘train stop’.  This internal infrastructure provides the ability to display and order a series of steps (with possible substeps) to accomplish an overall task.  The goal is to provide the end user with a complete view of the process and allow them to see where they are within the process at any point in time.  You will see this navigation used throughout PeopleSoft products in release 9.2.



Below are a few examples of how PeopleSoft 9.2 utilized the new guided navigation functionality.

Human Capital Management (HCM/ELM)
Benefits (eBenefits) application took advantage of the new Activity Guide functionality and redesigned Life Events.  The Life Events process empowers employees to complete HR, Benefit and Payroll related transactions due to life event change.  The Activity Guide framework allows you to configure the steps/actions that the employee must take to ensure uniform compliance based your organizational requirements. 

Enterprise Learning Management (ELM) created an ELM to HCM Integration using activity guides.  As with Life Events, the steps/actions are based on your configuration.  Using the Activity Guide Framework ensures the Integration messages are run in the correct order.

Payroll for North America (ePay) took advantage of the horizontal guided navigation for the Paycheck Modeling.  Paycheck Modeling allows USA employees to simulate changes to their paycheck without updating the production tables.  Employees will be guided through each train stop allowing them to modify changes to their earnings, deductions or tax withholding Status to create an estimated/modeled check. 

Recruiting Solutions used the horizontal guided navigation for Candidate Gateway.  Your applicants will be guided through the application process in a step by step navigation process while instructing them on the information they need to provide. In addition, you have the ability to control the steps a potential applicant can see based on the job the candidate is applying for.


Financials and Supplier Relationship Management (FMS/SRM)
Financials (FMS) eBill Payment enhanced the payment cart functionality by using the new guided navigation process.  There is a train stop for each step of the payment process.  This allows the user to know exactly where they are in the payment process and what comes next.  If the credit card payment functionality is hosted, the payment cart will punch out to the hosted credit card vendor’s user interface to complete the payment process.  Users can save the payment cart for future and come back to it at a later point to finish the transaction.

Supplier Relationship Management (SRM)
PeopleSoft SRM used the horizontal guided navigation train to improve the onboarding process for Suppliers. With this functionality your organization can configure the data that will appear in each stop.  The navigation also allows the supplier to visually know where they are in the onboarding process, as it guides them through all of the necessary steps to complete the new supplier registration.

In closing, let PeopleSoft Guided Navigation take the stress out of completing a process.  Regardless if it is an employee, third party or an administrator driven process, we guide you through the necessary steps with ease.

Monday Apr 08, 2013

10 Innovations in PeopleSoft 9.2 - #9 Actionable Operational Analytics

A powerful way to increase efficiency is with actionable operational analytics. Across different organizations, operational analytics can help business users to analyze data historically and in the moment for daily business activities. Embedded within each business process, it helps business users make the best possible decisions in context.

PeopleSoft operational analytics provide iteration of data analysis by enabling different views of the same data. In real time, business users can filter and slice the data for analysis with access to the latest transactions within PeopleSoft through delivered dashboards, workcenters, or related content.    Users can also configure chart views to immediately render the data in various formats such as bar, line or pie charts.   The technology used, Pivot Grids, provides interactive analytics with capabilities to drill down into the details and perform related actions.   Using related actions, a user can take action directly from a chart or data based on their security permissions.

Here are a couple of examples across HCM, ELM, Financials, and SCM that will help maximize productivity and support business decisions.

Human Capital Management (HCM)

Compensation provides Managers and Compensation Administrators key information to help them decide on salaries, bonuses, and cycle tracking. Managers are able to perform salaries comparisons, check if their employees' salaries are in range, and reward their employees based on performance analysis. Compensation Administrators can tightly control the cycle to monitor proposals status and easily identify whether the proposals fall within or outside the recommended guidelines.


Recruiting offers Recruiters and Hiring Managers metrics to manage job openings and applicants effectively. Key metrics for time to fill, vacancies, and the disposition of applicants are available to provide information such as number of job openings by month, which jobs have taken the longest to fill, and identify bottlenecks in the applicant’s process.

Global Payroll and Absence Management deliver a monitor for Administrators to easily review processing results and statistics. The monitor provides a flexible configuration for Administrators to define thresholds and alerts to quickly assess errors due to manual entries, errors resulting from the calculation process, and result variances. The monitor allows the Administrators to analyze key information; drill down to identify the root cause, and perform related actions to correct the problems.


Time and Labor analytics provide Managers and Administrators information about employees' Timesheet status, attendance, and absence patterns. They can quickly review any time pending approvals, employees with attendance violations, and employees’ absence occurrences.

Enterprise Learning Management (ELM)

Learning Compliance analytics provides an easy way to monitor learning progress and keep your organization in compliance. Administrators and Managers can quickly view learners’ status in any learning event and drill into the details to notify non-compliant learners. Monitoring learning progress and getting answers to “have my team members enrolled or completed their required training” or “is my organization in compliance” has never been easier.

Instructors and Administrators can have insight in to critical feedback to improve learning offerings using the Survey Results analytics. The analytics provide answers to questions such as “is the class meeting the needs of the learners” or “how can we improve our learning offerings.” Instructors can easily drill into the details to see what areas need improvement.

Financials

Billing delivers a dashboard that provides access to critical information for operational managers to review, drill down into the details, and take immediate action. Billing Managers can track and compare invoices, identify incomplete invoice processes, and review bills by status. This helps the Billing Managers identify variances, drill down into the invoice amounts for detail analysis, and proactively monitor incomplete invoice processes to help streamline the General Ledger and Accounts Receivables business flow.


Staffing provides Staffing Managers and Recruiters the ability to minimize the challenge of managing on-boarding resources and agenda tasks by using Staffing Overdue Branch Agenda and Near Term Branch Agenda analytics. The information rich analytics increase productivity to efficiently manage large numbers of candidates and unfilled resource requests. Users can easily identify any agenda items needing attention and quickly complete their work by priority or assignments.

Contracts facilitate easy access to a wide variety of contract elements that are essential when trying to handle the complexities inherent in managing revenue contracts. Administrators can keep a watchful eye with Contracts Status metrics to access information and quickly update contract lines.


Supply Chain Management (SCM)

Knowing if your organization is performing according to a customer’s expectation is challenging and usually done in a reactive mode. In Release 9.2, we  provide embedded related content displaying order fulfillment effectiveness and average time to pick, pack, and ship. With these metrics, organizations will be able to gauge whether or not they are maintaining agreed-upon service level agreements with their customers. We provide users a series of “out-of-the-box” alerts identifying potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue Purchase Orders, and more. In the case of order schedules past their shipment date, users may do a mass change to adjust shipment dates or switch the demand from one warehouse to another that has available stock.

These are only some operational analytics examples. We encourage you to read our PeopleSoft Human Capital Management 9.2 Documentation Home Page and PeopleSoft Financials and Supply Chain Management 9.2 Documentation Home Page to learn more about it.

Tuesday Mar 19, 2013

Take a Tour of PeopleSoft 9.2

Want a first look at a few of the innovations in PeopleSoft 9.2?     VFO's (Video Feature Overviews)  of PeopleSoft 9.2 are now posted on our YouTube channel here:

PeopleSoft YouTube Channel

Thursday Nov 08, 2012

Cumulative Feature Overviews For PeopleSoft 9.2 Now Available

Cumulative Feature Overviews (aka CFO's), are a great tool to start your fit gap analysis for PeopleSoft 9.2.      Built into an Excel spreadsheet, it enables you to quickly understand major changes that have occurred across multiple releases for any give product.    For example, if you are on PeopleSoft Accounts Payable 8.9 and are looking for the changes that have occurred between 8.9 and 9.2, the CFO tool provides a list of these changes for all releases since PeopleSoft 8.9 with detailed descriptions.    Customers and partners can now download the 9.2 versions of the CFO's in My Oracle Support at the link below.

PeopleSoft Cumulative Feature Overview Tool Homepage [ID 1117033.1]


Monday Oct 08, 2012

Support Changes for PeopleSoft Applications

To ensure Oracle’s PeopleSoft applications customers continue to receive world class support from Oracle and have ample opportunity to upgrade to PeopleSoft Release 9.2, Oracle recently announced the following changes to Oracle’s Lifetime Support:

  • Extended Support for PeopleSoft Release 9.0 until June 2015
  • Waiver of Extended Support Fees on PeopleSoft Release 9.0
  • Waiver of Extended Support Fees on PeopleSoft Release 9.1

The extension of Oracle Extended Support for PeopleSoft Release 9.0 applications from various months in 2014 to June 2015 is documented in the “Oracle Lifetime Support Policy” for Oracle Applications found here: http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf

The waiver of Oracle Extended Support uplift fees on PeopleSoft Release 9.0 and PeopleSoft Release 9.1 applications is documented in the “Oracle Software Technical Support Policies” found here: http://www.oracle.com/us/support/library/057419.pdf

Furthermore, Oracle also recently announced Oracle Advanced Customer Support (ACS) service offerings for PeopleSoft Payroll for North America and PeopleSoft Global Payroll Release 8.9* to provide tax, legal, and regulatory updates. For more information on the Oracle Advance Customer Support (ACS) service offerings contact acsdirect_us@oracle.com.

*select country extensions only including: France, Spain, Mexico, United Kingdom, India, Australia, and New Zealand

COLLABORATE 13 Call for Papers

Attention PeopleSoft customers!  Speak at the largest user-led PeopleSoft conference of the year and attend for free!

Interested in submitting a presentation for COLLABORATE 13? October 12 is the deadline to submit your abstract. The COLLABORATE 13- Quest forum is your home for high-level education sessions around PeopleSoft.

Presenting doesn’t just mean giving a solo lecture: you can present with a vendor, give a demonstration (internet will be provided), facilitate a hot topic discussion or even offer best practices from an experience your company has been through. Remember, to submit an abstract now, all you need is a short description of your presentation.

Think you don't have a story to tell? Think again! Check out the COLLABORATE 13- Quest forum now to better understand what we are looking for. A selection committee of other PeopleSoft users will review all sessions and select the most relevant, customer-focused sessions possible to make COLLABORATE a great learning experience for everyone. Don't forget, one speaker from each session selected will be eligible to receive a complimentary registration to the entire event *some rules apply.

Also, don’t forget to include your functional counterpart. The selection committee is looking to increase the amount of functional users attending and want to help them glean the most out of the event.

Thank you for your time and please let the selection committee know if you have any questions about submitting a presentation. We look forward to seeing you at COLLABORATE 13 in Denver!

Quest's COLLABORATE '13 website - http://www.questdirect.org/collaborate

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 Sep 16, 2012

Focus On PeopleSoft at Oracle Open World

With over 170 PeopleSoft content sessions at this year's Open World, you can use the following links to make the most of your conference experience:

· Focus on PeopleSoft Applications Technology (PeopleTools)

· Focus on PeopleSoft Financials

· Focus On PeopleSoft Human Capital Management (HCM)

· Focus on PeopleSoft Procurement and Supply Chain Management (SCM)

· Focus on PeopleSoft Projects (ESA)

For all Oracle products use this link:

http://www.oracle.com/openworld/focus-on/index.html

Oralce OpenWorld 2012, September 30 - October 4, 2012 San Francisco


Thursday Jun 21, 2012

PeopleSoft RECONNECT Conference Unites the PeopleSoft Community

The PeopleSoft team is looking forward to participating in this new PeopleSoft deep dive conference from the Quest International Users Group.  We’ve worked diligently with the leadership of Quest’s PeopleSoft Special Interest Groups (SIG’s) and Regional User Groups (RUG’s) to make sure this national user event delivers PeopleSoft content that meets the needs of the PeopleSoft community.

The inaugural PeopleSoft RECONNECT conference will be held August 27-29, 2012 in Hartford Connecticut.  Through our Product Strategy, Development and Support teams Oracle will provide support for education sessions in these key tracks:

  • Human Capital Management (HCM)
  • Financials (FMS)
  • Supplier Relationship Management (SRM)
  • Supply Chain, Manufacturing & Distribution (SCM)
  • Project Costing
  • Applications Technology (PeopleTools)

Oracle will host a general session from John Webb, plus roadmap sessions for the major PeopleSoft product areas.  We will also host enhancement discussions for our key PeopleSoft solutions allowing participants to contribute to the future of PeopleSoft through an interactive forum.  All of this is part of the 100+ education sessions being offered by the customer and vendor community.  

There’s a lot of buzz around this conference, so don’t delay in registering key members of your team today.  We look forward to seeing you there so register NOW!

Friday Feb 24, 2012

PeopleSoft Long Term Investement Plan and Roadmap

I'm often asked by customers, what's next for the PeopleSoft product line? It's a topic we love to discuss, as there are a lot of great things happening with the PeopleSoft products as you might have seen in our recent Feature Pack 2 announcements and YouTube postings. Striving to put more of this information in the hands of our customers, last year we published a multi-year roadmap that went well beyond a typical statement of direction for the next planned release. It included both functional and technical directions for all PeopleSoft products over multiple years. A number of the features highlighted in this original roadmap document have now been delivered with the culmination of 9.1 Feature Pack 2 and PeopleTools 8.52. We've now included additional updates for PeopleSoft 9.2 and beyond.

This document is available on My Oracle Support for all Oracle customers with a valid MOS login:

PeopleSoft Long Term Investment Plan and Roadmap

Thursday Feb 16, 2012

Financials and Supply Chain Management 9.1 Feature Pack 2 Delivered!

As part of our continuous delivery strategy for PeopleSoft applications, today we announced the completion of PeopleSoft 9.1 Feature Pack 2  for Financials and Supply Chain Management.    This includes new features across Supplier Relationship Management, Enterprise Service Automation, Asset Lifecycle Management, Core Financials, and Supply Chain Management applications.     Please see the attached press release for details and additional links:

Oracle’s PeopleSoft Financials and Supply Chain Management 9.1 Feature Pack 2 Delivers New Capabilities that Enhance and Streamline Business Processes

 For more details on our Continuous Delivery Model, check out the Youtube link here:

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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