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Tips & Tricks for Fluid Job Data - Using PFC to maximize your users efficiency

Julie Alonso
Product Management Director

With Classic Job Data you couldn’t hide any of the tabs or fields unless you modified the page.  Now with the Modernization of Job Data you have the able to hide tabs (steps) and fields using Page and Field Configurator (PFC).  The cool thing about PFC it gives you the flexibility to configure fields and pages without having to customize.

The modernized Fluid Job Data is using activity guides which provides an easy step by step approach for entering data.  With Fluid Job Data you can now easily hide pages and fields to make the data entry much faster because the HR Administrator or HR Rep only needs to enter fields required for that job data transaction. 

In this example above the HR Admin is doing an employee requested Transfer transaction (note: customer doesn’t use position management).   You can have only pages and fields available that are relevant to that job data transaction – making data entry much faster since only the relevant and required fields for a Transfer are displayed.

Navigation – Manage Human Resources Tile > Manage Configuration > Page and Field Configurator

Component Name = JOB_DATA_FL; Criteria = XFR (job action code for Transfer)

If you only want certain Job Data pages to display for Transfer, example – employee’s benefits information is not relevant to this transaction then can hide this page by simply clicking “No” to being Visible.

For an Employee Transfer you would be updating their Department and/or Location and maybe their Tax Location (if they moved to a new state). 

 

Use the Primary Page drop down to select the Job Data page you want to configure.

You can have the Payroll page visible and only have relevant fields updatable like Tax Location, even making the field required for this transaction.

Now when the HR Admin/HR Rep does a Transfer transaction they see only the steps and fields needed – making entry much faster and removing the risks for fields not related to a transfer to be changed.

Check out the PeopleSoft HCM Image 36 Highlights Video for information on the Modernization of Job Data.