Friday Jun 20, 2014

Configuring HTML Email Approval to Meet Your Needs: What Organizations Need to Know About Configuring HTML Email Approval and How to Use It

Today's workforce is fundamentally different and no longer limited to the office.  Mobile devices are integral companions in today's modern work life.  HTML Email Approvals provide the always-connected manager an effective method of monitoring and staying on top of approval requests. For example, a manager is often required to approve last minute requests such as vacation, sick, maternity leave, expense report, promotion, or other tasks while he is away from his office.

PeopleSoft HTML Email Approvals facilitates the mobile managers the ability to review and take approval actions without the need to log into their system to perform the tasks. The HTML approvals are delivered templates that enable the PeopleSoft application to send, receive, and process emails with interactive content.  The managers will be able to take approval actions without having to connect through the firewall/intranet or log into a Virtual Private Network (VPN) to access the PeopleSoft system.

The HTML approvals can be access from any email client (e.g. Microsoft Outlook, Mozilla Thunderbird) and using various devices (e.g. laptop, smart phone, or tablet).

HTML Email Approvals

HTML Email Approvals works in conjunction with PeopleSoft Approval Workflow Engine (AWE).  The approval email is generated when a user triggers an action such as submitting a vacation request (see Figure 1).  The action is processed using our PeopleSoft Integration Broker.  When the manager opens the email, the manager will be able to approve, deny, or push back on the pending request.  The process is transparent to the everyday manager and the transaction is securely updated using PeopleSoft single sign-on and Integration Broker.

Figure 1 HTML Email Approvals Process Flow

The following table contains the HTML Email approvals templates delivered for releases 9.1 and 9.2:

 Financials/Supply Chain Management
 Human Capital Management
 Self Service Invoice Job Opening
 Receivables Job Offer
 Service Procurement Absence Request
 Control Budget Journal Extended Absence Request
 Purchase Order Promote Employee
 Treasury Settlements Transfer Employee
 Journal Reporting Change
 Voucher Performance Document
 Credit Invoice
 Service Work Order
 Requisition
 Time Report
 Expense Report
 Cash Advance
 Travel Authorization


Benefits of Implementing HTML Email Approvals

Content-Rich Email: HTML Email Approvals allows you to provide consistent usability that is content rich to enable users to make well-informed and accurate decision (see Figure 2).  Approval options such as Approve, Deny, or Push Back are actionable within the email.  The email can also provide quick links into PeopleSoft.

Figure 2 Example of Request Absence HTML Email

Access on the Go: HTML Email Approvals can be access from any email client and using various devices.  There is no need to connect into your intranet or Virtual Private Network (VPN).  The approval actions are taken directly within the email.

Security: We use your PeopleSoft security to authenticate and encrypt the information that is sent through the email server to ensure your data is protected.

Configurability: The delivered templates are highly configurable.  You can add or remove content as needed to better fit your business needs and provide optimal user experience (see Figure 3).  You can convert your existing text email templates into HTML email templates.  PeopleSoft plans on delivering additional templates.  Customers can leverage the delivered documentation to guide you through the HTML Email configuration process.

Figure 3 Example of How to Edit an HTML Template

Best of Both Worlds: Customers will have the option to continue using the classic text email template or start using the HTML email templates.  We deliver the HTML Email Approvals configuration disabled by default.  This provides customers flexibility to decide when and which transaction to use the HTML Email Approvals.

Additional Information

For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

Monday May 19, 2014

PeopleSoft Financial and SCM 9.2 Revision Release Available on OSDC

The new PeopleSoft delivery model enabled by the PeopleSoft Update Manager (PUM), means the continuous delivery of enhancements and maintenance via PeopleSoft Update Images. In order to assist customer who are deploying PeopleSoft 9.2 and ensure they get the latest and greatest capabilities the PeopleSoft team periodically plans on delivering Revision Releases. Revision Releases are a recut of the CDs for PeopleSoft 9.2 that include enhancements and maintenance through the most current PeopleSoft Update Image. Upgrade scripts are updated so that the Revision Release is the scripts target. What this means is customers who are just starting their upgrade or implementation of PeopleSoft 9.2 process can go directly to the latest PeopleSoft Update Image.

As of mid March, 2014 the PeopleSoft Financials and Supply Chain Management (SCM) 9.2 Revision Release (through PeopleSoft Update Image 5) has been available on the Oracle Software Delivery Cloud (OSDC) as well as for physical shipment. This recut CD for PeopleSoft Financials and SCM 9.2 reflects enhancements and maintenance through PeopleSoft Update Image 5, and includes both the English and Multilingual versions.

In addition to the application CDs, the documentation on OSDC and My Oracle Support has been updated to reflect changes through PeopleSoft Update Image 5, including the Supplemental Installation docs and Online Help.  The upgrade homepages on My Oracle Support reflect re-certification of the upgrade scripts through PeopleSoft Update Image 5:

  • PeopleSoft Financials/Supply Chain Management 8.9 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629683.1)
  • PeopleSoft Financials/Supply Chain Management 9.0 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629700.1)
  • PeopleSoft Financials/Supply Chain Management 9.1 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629720.1)

A Revision Release for PeopleSoft Human Capital Management (HCM) is currently planned for later in 2014.


Friday Sep 07, 2012

PeopleSoft at Oracle OpenWorld (September 29 - October 4, 2012)

Paco Aubrejuan, Oracle Senior Vice President for PeopleSoft, welcome's PeopleSoft customers to Oracle OpenWorld in his welcome letter. Aubrejuan highlights the themes of new Release 9.2 features and functionality, mobile solutions, reduction in total cost of ownership, and continued investment beyond Release 9.2.

Thursday Aug 09, 2012

Oracle University PeopleSoft Training On Demand Classes Available

Oracle and PeopleSoft continue to improve the customer experience with our products. As part of that ongoing commitment, Oracle University now offers some of its classes in a new Training On Demand format.

Of course, you can continue to choose to attend one of Oracle University’s publicly scheduled courses with an expert instructor in either a traditional classroom environment at one of our worldwide training locations or in a live interactive class format with labs delivered over the internet.  But now you also have the option of greater flexibility with your training by taking your Training On Demand.

Oracle University’s Training On Demand courses feature expert training from Oracle’s top instructors in a sophisticated streaming video recording. Training On Demand provides access to demos and hands-on student activities so you won’t sacrifice anything in your training experience.

The following PeopleSoft classes are now available in the new Training On Demand Format.

  • Asset Management 9.1
  • Benefits Administration 9.1
  • ePerformance 9.1
  • eProcurement 9.1
  • Integration Tools 8.50
  • Payroll for North America 9.1
  • PeopleTools I 8.50
  • PeopleTools II 8.50
  • PS/Nvision for General Ledger 9.1
  • Recruiting Solutions 9.1

Please visit Oracle University’s site for more information.

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

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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