Wednesday May 11, 2016

Tell us About Your Fluid Story

Have you rolled out Fluid to your end users? If so, we'd like to hear about it. We have some unique opportunities to share your Fluid story with our user community and 6,000+ customers worldwide.  Customers are excited about the prospect of deploying Fluid self-service capabilities to their employees and managers as part of their HR modernization initiative.  Learning first hand from what others have done with Fluid helps customers embrace the technology, understand its capabilities and potential, and better envision their future state of a modern, mobile-enabled self-service user experience.

If you are a customer that has deployed or near deployment of Fluid - or a Partner/Implementer helping a customer deploy Fluid - and would like to share your story, please reach out to robbin.velayedam@oracle.com  to learn more about upcoming opportunities.


Friday May 06, 2016

Leverage the Power of Your PeopleSoft Investment With User Conference Participation!!!

As an Oracle PeopleSoft strategy manager of over 10 years, I feel very fortunate to have had opportunities to participate in several dozen user group Oracle-sponsored conferences. Over the years I am able to hear directly from customers how they have optimized and benefited from the use of their PeopleSoft Procurement applications. Conferences are a great way for customers to network with others and build lasting relationships. I have developed some amazing relationships with customers over the years through attending these conferences.

In the area of PeopleSoft Supplier Relationship Management (SRM) / Procurement, there are five large conferences I would like to share with you. If you are a PeopleSoft customer, or work with PeopleSoft customers, these may be of interest to you.

The Alliance Conference is affiliated with the Higher Education / Public Sector User Group (HEUG at www.heug.org). This year, the Alliance 16 Conference was held in Seattle, WA, in March of 2016 where thousands of Oracle PeopleSoft customers participated in educational sessions and Advisory Board meetings. One of the big topics of discussion at this year’s Alliance for PeopleSoft Procurement and Financials customers was PeopleSoft Supplier Registration and Supplier Change Management functionality, including a panel discussion on how a few customers are choosing to implement the new Supplier Registration solution that was delivered in Release 9.2.

The Oracle Collaborate 16 Conference was held in Las Vegas this past April. This conference is jointly presented by the Independent Oracle Users Group (IOUG), the Oracle Applications Users Group (OAUG) and Quest International Users Group (Quest at www.questdirect.org). The majority of the PeopleSoft Procurement related presentations fall within the Quest User Group. This year’s strategy-presented sessions included the PeopleSoft Future Roadmap, PeopleSoft Fluid Applications, and a session on Hidden Gems in PeopleSoft Procurement that received an average of 5 out of 5 stars on session content, as voted by attendees of the session.

PeopleSoft strategy is currently preparing to participate in the upcoming Interact 16 Conference in San Antonio, TX, June 12th through 15th. If you happen to be a PeopleSoft customer in the Healthcare Industry, this conference is for you! It is put together by the Healthcare Industry User Group (HIUG at www.hiug.org) and will be full of sessions geared to helping customers optimize their procurement and supply chain operations using PeopleSoft applications. Customers will be presenting implementation strategies, how they are leveraging certain tools in the products, best practices and much more. PeopleSoft strategy will be presenting and demoing new functionality leveraging the new Fluid and Responsive User Interface and sharing details on the future planned roadmap.

In July, PeopleSoft strategy will be headed to Rosemont, IL, to participate in Oracle’s Reconnect 16 Conference. Reconnect is the PeopleSoft-specific deep-dive conference for technical and functional users within the Quest International Users Group (Quest at www.questdirect.org) community, offering in-depth "how-to" education and networking opportunities across all of PeopleSoft’s key industries. Members of the cross-industry Source to Settlement PeopleSoft User Group (S2S PUG at http://www.questdirect.org/group/ShowGroupFeatures.do?groupId=177152) participate in the Reconnect conference as well. This is another excellent conference full of networking opportunities and presentations from customers and PeopleSoft strategy.

Finally wrapping up the 2016 conference season is Oracle Open World (OOW at www.oracle.com/openworld) in San Francisco in September. This knock-your-socks-off conference includes a PeopleSoft Procurement specific track of sessions. In addition to sessions, you’ll be able to check out Oracle partners and Oracle PeopleSoft product demos run by the experts who helped build the products.

We hope to see you at an upcoming conference soon! 

PUM 17: All PeopleSoft Time and Labor, Big and Small

By now most of you have probably seen the announcements about HCM Update Image 9.2.17, including the video with the new Image Highlights.  If you haven't seen it you can watch it here:  https://www.youtube.com/watch?v=QgSQ6sfhomo.  While this video is great, there is always more to tell that can't fit into those few minutes that we have on an overview video.

Let's start with the big feature, Workforce Availability is for supervisors or managers to monitor their time reporter's time.  The supervisor will be able to see whether a time reporter clocked in late, clocked out early, or didn't take their lunch break.  There are two views, a Daily Time view, and a Weekly Time view.


 The employees can be viewed by categories, such as:

  • Scheduled shows everyone who is scheduled to work that day
  • No Show has punch time reporters who were scheduled but have not reported in
  • Schedule Deviation shows employees who clock in early/late, missed a break or took a short break, or who clocked out early/late
  • Not Scheduled are those employees who were not scheduled to work
  • Elapsed are elapsed time reporters scheduled to work that day
  • Away From Work can hold the four separate sub-categories of Unapproved Absence, Approved Absence, Training, and Comp Time Off.  The Away From Work categories will include Absences both using Base Benefits plans or Absence Management, and the Training items identified can come from either Training Administration or the Enterprise Learning Management system.

The Weekly Time view will only show the Scheduled, Schedule Deviation, and Away From Work categories.  The Weekly Time view also contains Schedule Variance statistics.


 Both views allow the supervisor to drill down to see the underlying reported time detail, as well as giving supervisors the ability to easily navigate to other tasks through the use of related actions.

More information on this feature can be found in the following Video Feature Overview found on our YouTube channel:   https://youtu.be/NNf9gG3mnnw.

Another important feature that is now available is the optimization of the Manage Exceptions user experience.   Now Managers can easily clear time entry exceptions whether they are at their desk or on the go.


The last feature I want to talk about is the Time and Labor User Preferences.  It is moving to a central area which will eventually become the home to all User Preferences in HCM.  To get to it go to the Actions List (otherwise known as the Hamburger menu) in the top right hand corner and select My Preferences.

The General Settings and Time and Labor User Preferences are both now located here, and any new User Preferences for HCM will also be added here.  For your users who work in both FSCM and HCM they will appreciate the fact that the two systems will now be the same when trying to find their User Preferences.  We have also added a new User Preference to default the Time Details section as collapsed or expanded when a user enters the Report Time page.

Although not all of these features are big, or "splashy", I like to think that they will make a difference in your user's PeopleSoft experience, and will also show that PeopleSoft is trying to make our customer's lives easier in lots of ways, big and small. 

Tuesday May 03, 2016

Come and Collaborate with PeopleSoft Customers and Product Experts

The 2016 HR conference season is in full swing.  We saw a combined audience of over 11,000 attendees at Alliance, Oracle HCM World, and Collaborate in March and April alone.  We now turn our attention to the Summer with the following PeopleSoft events:

  • Oracle HR User Group (OHUG) Conference: June 6 – 9  New Orleans, LA
  • Healthcare Industry User Group (Interact) Conference:  June 12 - 15  San Antonio, TX
  • Oracle Open World Latin America Conference:  June 28 - 30  Sao Paulo, Brasil
  • HEUG South Africa Conference:  July 14 - 15  University of Cape Town, South Africa
  • Quest Reconnect Conference:  July 19 – 21   Rosemont (Chicago), IL

    Experiencing these conferences is a great way for you and your colleagues to socialize with and learn from other PeopleSoft customers engaged in similar deployments and activities.  You will see first hand all the latest features PeopleSoft currently has under development.  You will also have direct access to PeopleSoft Product Management team of subject matter experts who can answer your product questions and help you prepare for what's coming next.


    Note that Oracle Open World 2016 is set for Sept 18 – 22 in San Francisco, CA.  The Call for Papers runs through May 9th.  You may use this opportunity to submit a session proposal to be a speaker at Open World in exchange for a free conference pass.

    Do not worry if Open World is not on your radar.  There are other great opportunities available for you to share with the greater PeopleSoft community of customers and users your PeopleSoft success stories around upgrading, selective adoption, or Fluid self service deployments.  Contact Robbin Velayedam directly if you are interested in learning more (robbin.velayedam@oracle.com).

    Tuesday Mar 15, 2016

    Alliance 2016 - A Huge Success for PeopleSoft Customers

    Last week, more than 4,000 Higher Education and Public Sector customers converged in Seattle, Washington for Alliance 2016 -- one of the largest annual user group conferences for PeopleSoft.  When you consider the high level of attendance, excitement, and engagement with our customers, the conference was a huge success.  Alliance was packed with thought provoking presentations, product demonstrations, and more than 440 sessions for customers to learn about PeopleSoft success stories on 9.2 including, deploying Fluid self-service, adopting new features, and engaging with our team to drive the continued investment and innovation in the products.

    The PeopleSoft HCM Product team kicked things off with the HCM Roadmap session where we learned that more than 60% of the customers in attendance were already live on 9.2, with another 25% currently working on their upgrades.  This underscores the value of the PeopleSoft continuous delivery model, where customers can now expect that every feature shown in our product demos are available to deploy from the latest delivered image or an upcoming image.  Many customers took the opportunity to tell us that they have leveraged continuous delivery for their Fluid self-service rollout, newly deployed WorkCenters, adopting some of the latest HCM features, or for mandatory compliance, security and tax updates.

    A few noteworthy conference highlights include:

       •A packed house for the Recruiting Solutions update, with many stories of successful 9.2 upgrades and implementations, and lots of excitement for the upcoming Fluid Candidate Gateway.

      •A fun and informative update on core Human Resources functionality, which included customer success insights from Sonoma State University and a look the very latest functionality, including enhancements to Guided Self Service 

      •Rich discussions around how customers are rolling out and using the Payroll and Time & Labor WorkCenters

      •Dozens of presentations on topics like Analytics, Position Management, Total Rewards, and many others presented by the PeopleSoft HCM team, partners, and customers

      •Many deep dive discussions in Meet the Experts, Birds of a Feather sessions, one on one meetings, with many new customers joining Focus Groups on their favorite features

      •Strong interest for planning to deploy PeopleSoft Time & Labor and Absence Management

      •Strategic conversations with partners from around the globe who echoed the momentum with PeopleSoft 9.2, Fluid, Selective Adoption, and PeopleSoft on Oracle Cloud

    We took the opportunity at Alliance to formally roll out the PeopleSoft Community Ideas page.  With the Ideas page, customers now have a new and improved way of submitting new product ideas and enhancements with the PeopleSoft Product team, where each idea can be reviewed and voted on by all customers from all industries.  The PeopleSoft product team will monitor the results of the voting for each idea posted for consideration on the overall HCM roadmap.  To start using the Ideas page today, log on to My Oracle Support Communities and search for the Doc ID #2048019.1 for additional details.

    As our team reflects on the conference, the most resounding take-away was the incredibly strong momentum customers are experiencing with HCM 9.2.  There were many stories of successful upgrades, implementations, and rollout of new features and functions.  It was an energizing few days and a great way to kick off the 2016 HCM conference season. Next up is Oracle HCM World in Chicago and Collaborate in Las Vegas.  See you there!

    Thursday Feb 25, 2016

    PeopleSoft on Oracle Cloud

    Extending its commitment to PeopleSoft applications, Oracle announces the availability of PeopleSoft with Oracle Compute Cloud Service on the Oracle Cloud. This new offering enables organizations to increase agility and ensure business continuity while lowering costs and reducing risk.

    The Oracle Compute Cloud Service offers self service provisioning of network, compute, and storage resources, tested with PeopleSoft applications. Subscription based pricing, predictable performance from an optimized hardware infrastructure, and highly secure data center operations provide PeopleSoft customers with a trusted Infrastructure-as-a-Service (IaaS) solution. This solution eliminates capital expenditures for hardware, releases internal resources to focus on initiatives that provide competitive advantage, and enhances the operational agility which creates business transformation.

    PeopleSoft customers can take advantage of the cloud by either accessing the latest PeopleSoft innovations in a demo instance available on the Oracle Cloud Marketplace and/or running their PeopleSoft development, test, and production environments on the Oracle Cloud. Customers have shown enormous interest in these opportunities not only for the cost saving realized by outsourcing the management of infrastructure and platforms to Oracle but also the greater business agility that comes from running PeopleSoft on the Oracle Cloud. Customers can immediately access and quickly deploy new, innovative business capabilities while increasing responsiveness to evolving business demands when using the Oracle Cloud. Customers can still extend PeopleSoft as needed to meet their unique business requirements and adopt new capabilities on their terms, determining what to adopt, when they want to.

    By leveraging Oracle Compute Cloud Service/Infrastructure-as-a-Service (IaaS) integrated with Oracle’s Database-as-a-Service (DBaaS) customers deploying the PeopleSoft they know and already own to the Oracle Cloud ensure greater business continuity for their organization. They are able to leverage existing business processes and application knowledge as well as retain existing business configuration and critical customizations. All while improving operational efficiency and reliability; minimizing business disruptions. In addition, the flexible scaling of the Oracle Cloud allows customers to react to planned and unplanned usage spikes.

    These real-world business benefits are matched by lower costs and risk associated with deploying PeopleSoft on the Oracle Cloud. By eliminating the impact associated with changing enterprise applications and optimizing their organization’s resources to focus on core competencies, customers are able to lower costs. Additionally, risk is minimized because Oracle keeps your infrastructure technology current in order to mitigate against security threats.

    Where do customers begin? Oracle believes customers will start by moving some of their development and preproduction (e.g. staging and testing) environments into the Oracle Cloud but still run production environments as they do today. There is a tremendous opportunity in reducing the cost and time associated with provisioning and changing environments that are not production. Automation is a key component to effectively leveraging PeopleSoft on the Oracle Cloud. Oracle has automated the deployment and provisioning processes associated with PeopleSoft. Reducing the time it takes to get PeopleSoft up and running from weeks to hours or less. The PeopleSoft Cloud Architecture (PCA) is the umbrella term for the new software innovations that began to be delivered with PeopleTools 8.55. PCA enables customers to automate all the lifecycle management processes associated with PeopleSoft including provisioning of new environments, cloning environments, and replicating configurations.

    Customers interested in this fantastic opportunity should start by visiting the PeopleSoft on Oracle Cloud concept page on the PeopleSoft Information Portal.

    Thursday Jan 07, 2016

    Oracle Lifetime Support Document Updated For PeopleSoft

    Oracle’s strong commitment to invest in and support PeopleSoft has been unwavering for several years. With the January 2016 update to the Oracle Lifetime Support Document Oracle clearly illustrates its commitment to support PeopleSoft HCM and Financials (FMS/ESA/SCM) 9.2 “through at least” December 2027.

    The updated Oracle Lifetime Support Document on page 9 (shown below) clearly documents support for PeopleSoft HCM and Financials (FMS/ESA/SCM) 9.2 applications extended through 2027. At this time that support is in the form of Oracle Premier Support through 2024 with the additional Oracle Extended Support through 2027. What is included in each of these robust levels of support is provided on the Oracle Lifetime Support Policies webpage.


    While Oracle has previously stated support for PeopleSoft HCM and Financials (FMS/ESA/SCM) applications “through at least” December 2027, these updates to the Oracle Lifetime Support Document reflect recent changes in PeopleSoft. Changes to support timelines were driven by Oracle’s Continuous Delivery model for PeopleSoft and the advent of PeopleSoft Selective Adoption. Under Oracle’s Continuous Delivery model, PeopleSoft HCM and Financials (FMS/ESA/SCM) 9.2 applications receive new functionality and enhancements via periodic updates (PeopleSoft Update Images). The result is upgrades to a new release are not required to gain access to new features and Oracle can continue to invest in the existing 9.2 PeopleSoft release.

    Oracle also understands that as time passes and the above dates approach, customers continuing to use PeopleSoft applications will need a better understanding of their support timeline horizons. Recent changes to the Oracle Lifetime Support Document also clarify Oracle’s policy for updating support dates due to Oracle’s Continuous Delivery model. Support dates are evaluated for update annually by Oracle’s PeopleSoft team. Updates to support dates would be extensions. So in the future it is possible that the December 2027 date will be extended by additional years. Support for PeopleSoft applications will be provided through at least the dates listed in the Oracle Lifetime Support Document.


    Wednesday Nov 04, 2015

    Oracle OpenWorld San Francisco 2015 Recap for PeopleSoft

    What a week! Another Oracle OpenWorld San Francisco comes to an end and now it’s time to take a look back and recap the event from a PeopleSoft perspective. In talking to dozens of customers, a multitude of PeopleSoft partners, and the small army of Oracle PeopleSoft resources supporting the event, the overall consensus for PeopleSoft at Oracle OpenWorld San Francisco 2015 is extremely positive!

    This positive experience starts with the incredibly strong adoption of the latest PeopleSoft solution. The current PeopleSoft offering (Release 9.2) was delivered in March of 2013. In session after session when the audience was asked for a show of hands if they were live or planning to implement the latest PeopleSoft release, one would see a sea of hands in the air. This validates Oracle’s measurement of PeopleSoft adoption which shows nearly 50% of the active install base is on or going to the latest PeopleSoft release.

    This large population of customers on the latest PeopleSoft release is reaping the benefits of PeopleSoft Selective Adoption. PeopleSoft Selective Adoption was a major topic at Oracle OpenWorld San Francisco 2015. Customers including Susan G. Komen (supported by MIPRO), Hays (supported by Cedar Consulting UK), and NYU Langone Medical Center (supported by Deloitte) shared their successes and lessons learned while embracing PeopleSoft Selective Adoption. Oracle also shared how customers can develop an effective PeopleSoft Selective Adoption strategy by discussing various maintenance and update strategies that are documented on the PeopleSoft Update Manager (PUM) home page found on My Oracle Support [login required].

    The PeopleSoft user experience enabled by PeopleSoft Fluid User Interface (Fluid UI) also generated lots of excitement last week at the event. Many customers have already embarked on projects to leverage PeopleSoft Fluid UI on mobile devices and workstations (desktops/laptops). University of California at Berkeley, Baylor Scott and White Health, Griffith University, Clackamas County, and others talked about how they started their PeopleSoft Fluid UI projects, the skill sets they needed, change management considerations, their target users, and the value of the simple and intuitive PeopleSoft user experience PeopleSoft Fluid UI delivers.

    What’s driving this excitement in PeopleSoft seen at Oracle OpenWorld and across the immense PeopleSoft install base? The simple answer is the ongoing investment and innovation Oracle is making in PeopleSoft. Oracle’s PeopleSoft team laid out a series of objectives that define its ongoing investment strategy. Those objectives are:

    1. Provide a modern and intuitive mobile and desktop user experience for all users.

    Oracle plans on expanding on the already significant investment in user experience to make PeopleSoft Fluid UI the overall application navigation and user engagement framework. A “Mobile First” design and development approach has produced: Master-Detail 2 Panel Layouts; PeopleSoft Fluid UI Activity Guides and WorkCenters; and Resizable, Interactive, and Push-Based Titles. The end result is an expansion of the simple and intuitive user experience beyond casual users to include “expert” users.

    2. Enable personalization and configuration so users can have the information they want, how and where they want it.

    By facilitating deeper levels of application personalization and significantly greater application configuration, customers are able to avoid costly customizations needed to make PeopleSoft look and act the way they want it to. Related Content presents information when and where it is contextually relevant. Simplified Analytics enables end users to easily create and publish their own contextually relevant analytics. Page Composer, My Preferences, and the PeopleSoft Fluid UI version of Forms and Approvals Builder allow customers to “make PeopleSoft their own” without the need of IT or customization.

    3. Deliver new application functionality and expand the capabilities of existing features.

    A great user experience and a deep level of personalization and configuration are critically important, but customers still want and indeed demand more feature/functionality. Oracle delivers on this by focusing on:

    • Simplifying business process execution
    • Increasing productivity for expert users
    • Delivering key industry specific capabilities
    • Prioritizing enhancements based on customer feedback
    • Ensuring legal and regulatory compliance

    Oracle publishes its robust PeopleSoft roadmap for its customers on My Oracle Support on the PeopleSoft Planned Features and Enhancements page [login required].

    4. Allow customers to run, maintain, and update PeopleSoft at a lower cost.

    This starts with continuing to deliver multiple updates per year and allowing customers to select the updates they want, when wanted, without requiring upgrades (PeopleSoft Selective Adoption). With that come enhancements to PeopleSoft Lifecycle Management tools like PeopleSoft Update Manager and PeopleSoft Test Framework. By far the most exciting new endeavor for PeopleSoft and the most newsworthy from Oracle OpenWorld was how PeopleSoft plans on taking advantage of the cloud and automation to lower costs.

    At Oracle OpenWorld San Francisco 2015 Oracle’s PeopleSoft team began discussing how to leverage the cloud to deploy and manage PeopleSoft applications. Specifically, how to leverage cloud computing such as Platform-as-a-Service (PaaS) and Infrastructure-as-a-Service (IaaS) along with process automation to drive down costs as well as increase agility and time-to-value. The key is automating the manual, labor intensive, and prone to human error IT processes associated with managing PeopleSoft environments. That’s the focus of the PeopleSoft Cloud Architecture. Beginning with PeopleTools 8.55, the PeopleSoft Cloud Architecture can enable:

    • Fully Virtualized Infrastructure and Platform
    • Automated Configuration of PeopleSoft Instances
    • Automated Change Management
    • Automated Testing of PeopleSoft Instances
    • Automated Provisioning of PeopleSoft Instances
    • Automated Cloning of PeopleSoft Instances
    • Management of Application Clusters

    It is important to note what the PeopleSoft Cloud Architecture does NOT do. It does NOT make PeopleSoft a Software-as-a-Service (SaaS) application nor does it change the licensing and support model for PeopleSoft.

    Oracle is a major provider of cloud solutions. Oracle not only provides Software-as-a-Service (SaaS) applications, but also Platform-as-a-Service (PaaS) and Infrastructure-as-a-Service (IaaS) like that found in Oracle Public Cloud. It is there, in the Oracle Public Cloud, where the PeopleSoft Cloud Architecture connects PeopleSoft deeper into Oracle’s overall cloud strategy. Stay tuned for lots more on the topic of PeopleSoft on the Oracle Public Cloud, or any cloud via the PeopleSoft Cloud Architecture, in the future.

    It was a very exciting Oracle OpenWorld San Francisco 2015 for PeopleSoft. Check out the online Session Catalog for posted session content. I’d personally like to thank all of the fantastic PeopleSoft customers for attending. It’s you, the PeopleSoft customers, that the Oracle PeopleSoft team looks to serve in the best way possible each and every day. Oracle OpenWorld is our opportunity to showcase to you how we are doing just that. See you next year!


    Monday Oct 05, 2015

    PeopleSoft @ Oracle OpenWorld San Francisco 2015

    It's October and sports enthusiasts are in seventh heaven as Major League Baseball (MLB) playoffs are underway, the National Football League (NFL) is in high gear, and the National Hockey League (NHL) and National Basketball Association (NBA) seasons get underway. This October also means it is time for Oracle OpenWorld. Nearly 50,000 Oracle customers, partners, and employees will descend on San Francisco from Sunday, October 25 to Thursday, October 29. Of course PeopleSoft will be there and well represented.

    As always, at this year’s Oracle OpenWorld San Francisco, PeopleSoft will have a strong presence. Check out the PeopleSoft Talk with Marc Weintraub: Oracle Open World 2015 Preview episode. In it I discuss the PeopleSoft highlights at the event including:

    • Over 110 PeopleSoft related sessions
    • 11 PeopleSoft demo pods
    • Customer and partner presenters
    • Content themes
    • Key sessions

    To learn more about key PeopleSoft sessions at Oracle OpenWorld San Francisco, take advantage of these Focus on Documents:

    Also, be sure to also take advantage of the online Content Catalog and Schedule Builder for the most up-to-date session information and to pre-enroll for sessions. You don't want to miss out on the great PeopleSoft content at Oracle OpenWorld San Francisco. See you there!

    Thursday Apr 16, 2015

    First to Fluid UI

    Have you recently deployed our game changing PeopleSoft Fluid User Interface (Fluid UI)?

    Would you like to be recognized as one of our first customers who have taken advantage of all the benefits allowed by the new user interface?

    PeopleSoft Fluid UI is another game changer for PeopleSoft and demonstrates the innovation Oracle continues to make in PeopleSoft. With the initial delivery of PeopleSoft Fluid UI content in late 2014, Oracle is eager for PeopleSoft customers to adopt it and share their experiences. Oracle is looking for five PeopleSoft customers that have deployed PeopleSoft Fluid UI and to recognize them as leading PeopleSoft customers, and win fabulous prizes!

    In order to participate:
    1) You must be a customer, or a partner representing a customer
    2) PeopleSoft Fluid UI must be deployed in a production environment and actively used
    3) The customer (either directly or via a partner with approval) must be willing and able to share the story publicly
    If you think you are one of the First to Fluid, contact us at psoft-infodev_us@oracle.com and tell us your PeopleSoft Fluid UI story!


    Sunday Mar 29, 2015

    OpenWorld Call for Proposals is LIVE!

    OpenWorld Call for Proposals is LIVE!

    It seems like it was just yesterday we were at Oracle OpenWorld 2014 in San Francisco and here we go again.  This year Oracle OpenWorld will be October 25–29, 2015 in San Francisco.  The call for proposals for Oracle OpenWorld 2015 is now LIVE!  That means it is time to submit your session proposals for evaluation by the Oracle OpenWorld content teams (including yours truly).  As with every Oracle OpenWorld there is an incredibly limited number of available sessions.  So in order to increase the chances of your submission being selected here are some helpful guidelines:

    • Customer success stories are the most desirable.  Partners are great but nothing beats hearing directly from customers.
    • PeopleSoft 9.2 has been generally available for over 2 years with hundreds of live customers, sessions addressing that release or release independent topics will take priority.
    • PeopleSoft Fluid User Interface will be a hot topic at the event, customer success story sessions on this will be sought after.
    • Customers want to hear about best practices with PeopleSoft Selective Adoption and using PeopleSoft Update Manager, please share your best practices.
    • PeopleSoft and the Cloud, are you outsourcing your PeopleSoft to Oracle or a partner, have you adopted Oracle Cloud applications along side your PeopleSoft applications?  If so those are stories the audience would be interest in.
    • As much as possible sessions should share business objectives in addition to how they were accomplished and the technology used, quantifying business value delivered by PeopleSoft is tremendously helpful to a submitted session. 

    So do not delay, submit your proposal today!


    Friday Nov 07, 2014

    PeopleSoft HCM 9.2 Update Image 9 is Now Available! - Simple and Intuitive User Interface on Multiple Devices

    The PeopleSoft HCM team is proud to announce that Update Image 9 for PeopleSoft HCM 9.2 is now available!

    This Update Image is the largest and most impactful PeopleSoft Update Image posted to date. This cumulative Update Image includes all new features and fixes from previous PeopleSoft HCM Update Images as well as a plethora of new items including multiple PeopleSoft Fluid User Interface enabled HCM transactions ready for any mobile device.

    Optimized across multiple platforms including smartphones, tablets and laptops/desktops, the new PeopleSoft Fluid User Interface (Fluid UI) provides an intuitive and responsive user interface that provides native-application interactivity across a range of mobile operating systems and devices. With more than 50 new features and functions, Fluid UI provides employees, managers and executives with a familiar native user experience that helps maximize productivity and effectiveness while eliminating the need for training.


    It is our goal to provide you with new functionality that is intuitive and simple to use, increasing your productivity while lowering your total cost of ownership. You will see those goals realized with the new HCM homepages. This new functionality provides the user with an easy to use application that is configurable so you can determine what homepages and tiles you want to see based on your organizational needs. Some characteristics and functionality of delivered fluid homepages include:

    • PeopleSoft delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) with the ability to create your own.
    • You can navigate from one homepage to the next by simply selecting the page you want or swiping to the left (on a tablet or phone).
    • Each homepage contains tiles. You have the ability to add, remove and control the placement of the tiles. You can also share tiles across multiple roles and landing pages. 
    • Users will be able to view key information at a glance that is dynamic and data displays on tiles.  The user can click or tap on tiles to access the associated content.

    On the Employee Self Service homepage your employees will have easy access to your company directory with just a quick tap or click on a tile. Your employees will also be ability to view and update their personal or talent related information. They can enter time in Time and Labor or request time off in Absence Management. It provides the employee with easy access to other key information such as viewing their paycheck, benefits, performance documents, and their total rewards.  The learning tile is for those customers that use the Enterprise Learning Management (ELM) application and it will provide announcements, a to-do list, and provide the employee with a listing of courses they are currently enrolled in.

    Managers will also have easy access to the company directory from the Manager Self Service Landing Page. Managers will also be able to view and perform other tasks such as reviewing HR information, employee punched and elapsed time, absence requests, and is automatically notified when approvals are required. The manager will also be able to view other important information including team performance information and learning information such as overall enrollment and completion of learning courses. For those customers that use PeopleSoft Recruiting your current job openings and details is just a click or swipe away.

    HR transactions are also now much easier with the new Guided Self Service. This configurable application allows organizations to create any number of “compound” transactions by combining multiple transactions into one easy to use guided process that walks the user through step by step, capturing the exact data needed to complete the transaction.

    WorkCenters and Embedded Analytics are another great example of how users can be more efficient and productive. Payroll for North America delivered the Payroll for North America WorkCenter. This is a one stop shop for the Payroll Administrator to process payroll. The WorkCenter provides the administrator with alerts and analytics to help identify errors prior to a payroll going out the door.  

    Update Image 9 also delivered new Analytics in other areas such as Time and Labor and Absence Management allowing you to get more insight, spot trends and issues, and have the opportunity to take action with ease.


    Several other enhancements were included in Update Image 9 and we encourage you to take a look at the Update Image to see the new functionality/enhancements in PeopleSoft HCM!

    For more information check out this press release, visit the new Cumulate Feature Overview page (now with PeopleSoft Update Image level detail), watch PeopleSoft Fluid UI videos on the PeopleSoft YouTube channel, and/or read the Update Image Overview document.


    Wednesday Oct 29, 2014

    PeopleSoft Selective Adoption

    If you are plugged into the PeopleSoft social media channels like our Facebook page, Twitter feed, and Linkedin development group or if you tuned into the Quest Users Group PeopleSoft Townhall featuring Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development), you likely heard us talking about “PeopleSoft Selective Adoption.” Maybe you are wondering what exactly that is; that’s where I come in. For some time now the PeopleSoft product team has been talking about how, starting with PeopleSoft 9.2, we are delivering updates on a continuous basis with new capabilities planned for delivery 2 – 3 times a year. But it’s not about us and what we are doing; it is about you – the customer. “PeopleSoft Selective Adoption” is the terminology we are using to convey what this new age of PeopleSoft delivery means to our customers. As a PeopleSoft customer on PeopleSoft 9.2, “PeopleSoft Selective Adoption” means:

    • You get new capabilities without the need to upgrade ever again.
    • You take only the changes you want, when you want.
    • You don’t need to be current on maintenance to take changes.

    Your need to avoid costly and disruptive upgrades in the future and your desire to selectively adopt our continued PeopleSoft innovations – on your terms, drove us to this new model. This is possible due to new tools including PeopleSoft Update Manager (PUM) and new processes we have put in place. To truly maximize the benefits of “PeopleSoft Selective Adoption” your organization will need to change. Change how the line of business and IT work together to prioritize business needs, how it looks at maintenance planning, and how it executes the delivery of new PeopleSoft functionality. The PeopleSoft team has begun working with our customers to capture best practices, lessons learned, and guidance on how to best take advantage of “PeopleSoft Selective Adoption” and has published a white paper on this topic.

    As always, for more information stay informed, and stay connected: Facebook, Twitter, Linkedin, YouTube, PeopleSoft Information Portal.

    Thursday Oct 09, 2014

    Oracle OpenWorld '14 PeopleSoft Recap

    Wow that was some event! Oracle OpenWorld ran from Sunday, September 29 to Thursday, October 2 and PeopleSoft was there in full force for every moment. The 50,000 plus attendees had over 135 PeopleSoft relevant sessions to choose from and 12 PeopleSoft demonstration stations to see the latest and greatest from PeopleSoft. The PeopleSoft content kicked off with the PeopleSoft general session “PeopleSoft Strategy and Roadmap—Modern Solutions Delivered with Ease” [GEN7438]. There Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development) addressed a standing room only crowd of over 550 attendees. Paco conveyed how Oracle’s continued investment in PeopleSoft is delivering key innovations that address our customer’s greatest challenges. Those challenges are:

    • Delivering a robust solution that is intuitive and easy to use – regardless of device (mobile device or desktop workstation)
    • Ensuring that new PeopleSoft capabilities are delivered on a continuous basis and are easy to adopt at a low cost, without the need to upgrade.

    Paco shared at great length how the investments in the new PeopleSoft Fluid User Interface and the new continuous PeopleSoft Delivery Model address these challenges.


    Other key PeopleSoft sessions picked up on the themes laid out in the PeopleSoft general session. Maria Ana Santiago and Robbin Velayedam (two of Oracle’s Directors of PeopleSoft HCM Product Strategy) flawlessly executed a realistic “day-in-the-life” of an HR manager during the “PeopleSoft Human Capital Management—Update and Roadmap” [GEN7666] general session. They easily executed employee and manger self-service tasks such as entering time, requesting leave, and acting on notifications using the new PeopleSoft Fluid User Interface, while seamlessly transitioning between a smart phone, a tablet, and a desktop. Amira Morcos (Oracle’s Senior Director of PeopleSoft Financials Product Strategy) showcased the rich functional capabilities that continue to be added onto PeopleSoft Financials 9.2 during her “Do More with Less: The Value of PeopleSoft Financials 9.2 and the Product Roadmap” [CON7601] session.

    There was also a great deal of PeopleSoft content devoted to the new PeopleSoft Delivery Model. Adding a new slant to this topic, David Bain (one of Oracle’s Director of Product Strategy for PeopleTools) discussed how customers need to adapt to the new PeopleSoft Delivery Model in order to maximize its value to their organization. David covered this in his “What You Need to Do to Take Advantage of the PeopleSoft Delivery Model” [CON7597] session as well as in the recently published white paper on this topic. Those are just a few of the Oracle led sessions. There were numerous sessions where customers including Boeing, Wells Fargo, Erlanger Health, AARP, Adventist Health System, and Verizon shared their PeopleSoft 9.2 success stories. The number of PeopleSoft 9.2 customers at the event was astonishing. In sessions, when asked if they were on or moving to PeopleSoft 9.2 over half the audience indicated with a show of hands that they were.

    Hands down, the star of the event for PeopleSoft was the new PeopleSoft Fluid User Interface. It was shown in sessions, at the PeopleSoft demonstration stations, at one-on-one customer meetings. It was shown on smart phones, tablets, and desktops. The customer response was universal – it looks amazing! Customers told the PeopleSoft team that “PeopleSoft Fluid User Interface is exactly what we are looking for.” If you have not seen the new PeopleSoft Fluid User Interface yet, check out the PeopleSoft Fluid User Interface playlist of videos on the PeopleSoft YouTube channel.


    There was so much great content at Oracle OpenWorld for PeopleSoft it is impossible for any one person to see it all. Be sure to check out the online Content Catalog for posted presentations. If you miss Paco’s PeopleSoft general session, the Quest Users Group will be hosting a PeopleSoft Townhall on October 22 @ 11:00am PT/2:00pm ET. Register for that online event here.


    Monday Aug 18, 2014

    PeopleSoft Grants & the Federal Agency Letter of Credit Draw Changes

    For decades, most, if not all, US Federal agencies that sponsor research allowed grant recipients to request and receive payments using pooled accounts, commonly known as pooled letter of credit (LOC) draws. This enabled organizations, such as universities and hospitals, fast and efficient access to reimbursement of the expenditures they incurred conducting research across a portfolio of grants. To support this business practice, the PeopleSoft Grants solution has delivered an LOC Draw report to provide the total request amount along with all of the supporting invoice details for reconciliation and audit purposes.

    Now, in an attempt to provide greater transparency, eliminate fraud, strengthen accountability for grant-related financial transactions, and simplify grant award closeout, many US Federal sponsors are transitioning from the “pooling” letter of credit draw method to requesting on a “grant-by-grant” basis. The National Science Foundation, the second largest issuer of Federal awards, already transitioned to detailed grant draws in 2013. And, in response to the U.S. Department of Health and Human Services (HHS) directive to HHS-supported Agencies, the largest Federal awards sponsor, the National Institutes of Health (NIH), will fully transition to the new HHS subaccount draw method. This will require NIH award recipients to request payments based on actual expenses incurred on an award-by-award basis. NIH is expected to fully transition to this new draw method by the end of Federal fiscal year 2015.  (The NIH had planned to fully transition to this new method by the end of fiscal 2014; however, the impact to institutions was deemed to be significant enough that a reprieve was recently granted.)

    In light of these new Federal draw requirements, we have recently released these new features to aid our customers on both PeopleSoft Grants releases 9.1 and 9.2:
    1. Federal Award Identification Number on the Proposal and Award Profile
    2. Letter of credit fields on contract lines to support award basis draws and comply with Federal close out mandates
    3. Process to produce both pro forma and final LOC Draw Reports in BI Publisher report format
    4. Subacccount ID field on the LOC Summary and a new BI Publisher version of the LOC Summary report
    5. Added Subaccount Field and contract info to be displayed on the LOC summary page
    6. Ability to generate by a variety of dimensions pro forma and invoiced draw listings
    7. Queries for generation and manipulation of data to upload into sponsor payment request systems and perform payment matching
    8. Contracts LOC Close Out query to quickly review final balances prior to initiating final draws and preparing Federal Financial Reports prior to close

    The PeopleSoft Development team actively monitors this and other major Federal changes and continues working closely with the Grants Product Advisory Group of the Higher Education User Group to ensure a clear understanding of what our customers need in order to transition to new approaches for doing business with the Federal government.

    For more information regarding the enhancements to the PeopleSoft Grants solution, existing customers can login to My Oracle Support and review the Enhancements to Letter of Credit Process (Doc ID 1912692.1) associated with resolution ID 904830. This enhanced LOC functionality is available in both PeopleSoft FSCM 9.1 Bundle #31 and PeopleSoft FSCM 9.2 Update Image 8.

    Thursday Jul 24, 2014

    Gartner Analysis: PeopleSoft Update Manager Delivers Significant Improvements to the Upgrade Tools and Processes

    For the last several months Gartner Group has been in contact with PeopleSoft customers using the PeopleSoft Update Manager (PUM). This new capability gives customers a high degree of flexibility to selectively apply new features, patches, and legal/regulatory updates.  To understand how customers are utilizing this new capability you can read the full report from Gartner Group here:

    PeopleSoft Update Manager Delivers Significant Improvements to Upgrade Tools and Processes

    For more information on the PeopleSoft Update Manager see these resources:

    If you are planning or executing a PeopleSoft 9.2 upgrade or implementation, it is important that you include PUM in your plans.  Use the following resources:
    1. The PUM Home Page.  Single site that contains all PUM related content, training, and image schedules, as well as links to all information mentioned below.
    2. PUM Video Feature Overview:  If you don’t know what PUM is, start here. 
    3. PUM Hardware and Software Requirements: See the Quick Start Guide (#9) and Using VirtualBox Images (#10) on the PUM Home Page.   These two documents outline the hardware and software requirements for PUM. 
    4. PUM Instructions and Best Practices: See all other documents and trainings on the PUM Home Page.

    Training can be directly accessed in the Oracle Learning Library here:

    PeopleSoft Update Manager End to End Training Module 1

    PeopleSoft Update Manager End to End Training Module 2

    PeopleSoft Update Manager End to End Training Module 3

    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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