oracle’s peoplesoft human capital management and...

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Release Notes

Oracle’s PeopleSoft Human Capital Management and Enterprise Learning Management 9.2

September 2013


Release Notes for PeopleSoft Human Capital Management and Enterprise Learning Management 9.2


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Release Notes PeopleSoft Human Capital Management and Enterprise Learning Management 9.2

September 2013

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3

Contents

Introduction ............................................................................................................................................ 5

Purpose of This Document ................................................................................................................. 5

Related Resources ............................................................................................................................. 5

Statement of Direction .................................................................................................................... 5

Release Value Proposition ............................................................................................................. 6

Prerelease Notes ............................................................................................................................ 6

Release Notes ................................................................................................................................ 6

Cumulative Feature Overview Tool ................................................................................................ 6

Video Feature Overviews ............................................................................................................... 6

PeopleSoft Information Portal ......................................................................................................... 7

Social Media ................................................................................................................................... 7

Executive Summary ............................................................................................................................... 8

Enhancements That Are Common To Multiple Applications ................................................................. 9

PeopleSoft Search .......................................................................................................................... 9

Pivot Grids .................................................................................................................................... 12

Self-Service Reporting Framework ............................................................................................... 13

Embedded Help ............................................................................................................................ 14

New PeopleSoft Online Help Solution .......................................................................................... 15

PeopleSoft Continuous Delivery Model ........................................................................................ 18

PeopleSoft Update Manager ........................................................................................................ 19

PeopleSoft iPad Certification ........................................................................................................ 20

PeopleSoft Interaction Hub ........................................................................................................... 20

PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations ...................................................... 21

PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2 Enhancements ..................................................................................................................................... 23

Core Human Resources ............................................................................................................... 24

Compensation ............................................................................................................................... 35

ePerformance ............................................................................................................................... 42

Plan Careers ................................................................................................................................. 50

Plan Successions .......................................................................................................................... 51

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 Release Notes

September 2013

4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Other Enhancements .................................................................................................................... 57

Enterprise Learning Management (ELM) ...................................................................................... 59

Recruiting ...................................................................................................................................... 75

Payroll for North America .............................................................................................................. 93

Benefits ......................................................................................................................................... 96

Absence Management ................................................................................................................ 110

Time and Labor ........................................................................................................................... 113

Pension ....................................................................................................................................... 125

Global Payroll Core ..................................................................................................................... 127

HR HelpDesk .............................................................................................................................. 131

HCM Integration with Taleo ........................................................................................................ 139

Country-Specific Enhancements ........................................................................................................ 147

Brazil ............................................................................................................................................... 148

China .............................................................................................................................................. 151

France............................................................................................................................................. 156

Spain ............................................................................................................................................... 158

Switzerland ..................................................................................................................................... 165

Thailand .......................................................................................................................................... 173

UK ................................................................................................................................................... 177

Enhancements That Are Common to PeopleSoft Applications ......................................................... 184

WorkCenter .................................................................................................................................... 184

Email Approvals – Mobile Support ................................................................................................. 186

Credit Card Interface Enhancements ............................................................................................. 188

Toolbar............................................................................................................................................ 189

Desktop Integration Enhancements ............................................................................................... 190

Option to Use Untrusted Certificate to Connect to Integration Broker ........................................ 190

Language Support for Dynamic Displays ................................................................................... 191

User Interface Enhancements for Dynamic Displays ................................................................. 191

Microsoft Office 2010 Support .................................................................................................... 191


September 2013


Introduction

This section discusses:

Purpose of this document

Related Resources

Note: These release notes reflect functionality delivered through PeopleSoft HCM 9.2.002.

Purpose of This Document

This document provides an overview of the new features and enhancements planned for Oracle’s PeopleSoft Human Capital Management and Enterprise Learning Management 9.2. It is a road map intended to help you assess the business benefits of upgrading to PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 and to plan your IT projects and investments. “HCM” is used throughout this document as a means of grouping our extensive family of products. More information about all our products can be found on our Oracle PeopleSoft Applications page.

This document is only a preliminary version and is not subject to your license agreement or any other agreement with Oracle. The final version will be the PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 Release Notes. This document contains intended developments and functionalities and is not meant to be binding on Oracle to any particular course of business, product strategy, or development. Please note that this document is subject to change by Oracle at any time without notice.

Throughout this document, you will find examples of Oracle’s ingenuity at work. In each section, we provide detailed descriptions of exciting features, functions, and products in PeopleSoft HCM 9.2, along with business benefits that you will be able to achieve.

Note. Only those products that have significant enhancements are mentioned in this release document.

Related Resources

This section discusses four publications that provide in-depth technical and functional information for new and enhanced functionality in release 9.2. In many cases, the content in this document may have originated in the referenced documents.

Statement of Direction

The statement of direction typically is published 9 to 12 months prior to a release. It provides a high-level overview of the major focus of product development efforts, enabling high-level business decision makers to begin preliminary upgrade planning.

http://www.oracle.com/us/products/applications/peoplesoft-enterprise/overview/index.html


September 2013


Release Value Proposition

The release value proposition provides more functional details than the statement of direction, identifies major enhancements, and articulates the expected business benefit. This document is designed to help you to determine whether new product features might warrant upgrading from an old release or embarking on a new implementation. With this information, managers will be able to initiate preliminary budget planning and begin putting together a project team to further evaluate specific products.

See PeopleSoft Human Capital Management 9.2 Release Value Proposition.

Prerelease Notes

Prerelease notes provide more functional and technical details than the release value proposition. This document describes how each enhancement functions within the context of the greater business process. This added level of detail should enable project teams to answer the following questions:

What out-of-the-box functionality will change?

What customizations may be affected?

How will an upgrade or new implementation affect other systems?

How will these changes affect the organization?

After the project team has reviewed and analyzed the prerelease notes, business decision makers should be able to determine whether to allocate budget and initiate implementation plans.

Release Notes

Release notes are published at general availability (GA) and validate the final scope of the release. The release notes discuss the features and enhancements that are available with the GA release of each product, describing the finalized functional and technical details that will enable project teams to confirm budgets and complete implementation plans.

Cumulative Feature Overview Tool

The Cumulative Feature Overview Tool helps you plan your upgrades by providing concise descriptions of new and enhanced solutions and functionality that have become available between your starting and target releases. You simply identify the products that you own, your existing release, and your target implementation release. With a single click, the tool quickly produces a customized set of high-level, concise descriptions of features that have been developed between your starting and target releases. The tool’s output is a Microsoft Excel spreadsheet, so you can easily manipulate and sort the results any way you wish or copy the content into other implementation planning documents.

See PeopleSoft HCM Cumulative Feature Overview Tool.

Video Feature Overviews

PeopleSoft creates Video Feature Overview webcasts developed by PeopleSoft Information Development with input from Oracle PeopleSoft Development and Strategy Organizations. These videos are generally five minutes or less in length and provide a fantastic overview of the feature being highlighted. There are also direct links elsewhere in this document to specific Video Feature Overviews in those sections where the feature is being discussed. So if you encounter a feature description in these Prerelease Notes and there’s an associated Video Feature Overview link, you can choose to watch the video to learn about the feature’s functionality.

https://support.oracle.com/epmos/faces/ui/km/SearchDocDisplay.jspx?_afrLoop=1318168327357120&type=DOCUMENT&id=1473726.1

https://support.oracle.com/epmos/faces/ui/km/SearchDocDisplay.jspx?_afrLoop=1214743663432803&type=DOCUMENT&id=793135.1&_afrWindowMode=0&_adf.ctrl-state=k12jad7xu_219


September 2013


If you are an existing Oracle/PeopleSoft customer, you can view some Video Feature Overviews for upcoming 9.2 features on this My Oracle Support, password protected PeopleSoft Video Feature Overviews for 9.1 Feature Packs and 9.2 page.

If you are not currently an Oracle/PeopleSoft customer, you can enjoy our public-facing Video Feature Overviews on our YouTube Channel.

PeopleSoft Information Portal

PeopleSoft works hard to be sure you have as much information as possible about our applications and technology. The PeopleSoft Information Portal provides you with a single entry point to locate the documentation, training, and other useful information you need to help with your implementation process and improve your daily experience with our products. The portal includes our popular Information Solution Sheets (in downloadable PDF format) and links to our applications community, online help and support.

Social Media

You will find lots of great information about PeopleSoft applications and technology through various social media platforms. Some of the information may pertain to this current release. We recommend you subscribe to the PeopleSoft social media sites to be kept current on the latest news and information from PeopleSoft. Direct links are provided below for your convenience.

Applications Strategy Blog

Legislative Updates Blog

PeopleTools and Technology Blog

Twitter

Facebook

LinkedIn

YouTube

https://support.oracle.com/epmos/faces/ui/km/DocContentDisplay.jspx?_afrLoop=308559834701287&id=1362821.1&_afrWindowMode=0&_adf.ctrl-state=vjfc2rb6v_112

https://support.oracle.com/epmos/faces/ui/km/DocContentDisplay.jspx?_afrLoop=308559834701287&id=1362821.1&_afrWindowMode=0&_adf.ctrl-state=vjfc2rb6v_112

http://www.youtube.com/user/PSFTOracle

http://www.oracle.com/us/products/applications/054275.html

http://blogs.oracle.com/peoplesoft/

http://blogs.oracle.com/psftlegupdates/

http://blogs.oracle.com/peopletools/

http://twitter.com/PeopleSoft_Info

http://www.facebook.com/#!/pages/Oracle-PeopleSoft/220476464680933?sk=wall&filter=12

http://www.linkedin.com/groups?viewMembers=&gid=4530781&sik=1342212056199

http://www.youtube.com/user/PSFTOracle


September 2013


Executive Summary

PeopleSoft Human Capital Management (HCM) is a world-class, HCM solution for organizations of every size, region, and industry. Only Oracle has a global, web-based, single system HCM solution that covers every aspect of the HCM road map—from core human resources (HR) transactional functionality through service automation and delivery to integrated enterprise talent management solutions.

Businesses are continuously being asked to do more with less. PeopleSoft HCM and ELM 9.2 focus on Simplicity, Productivity, and Lower Total Cost of Ownership. By delivering simple, streamlined business processes with embedded information, Employees can complete their transactions quickly, access the information they need without interrupting their transactions, and can complete their tasks without requiring assistance. Managers are alerted to the tasks that need their attention and can complete those tasks efficiently, allowing them to be more productive. And with the flexible options and wide capabilities of both the application and the toolset, Administrators can develop and configure business processes that truly have positive impacts on business performance.

We continue to deliver new and enhanced functionality designed to help drive organizational effectiveness, provide decision support tools to facilitate intelligent business execution and offer customers more flexibility through the use of additional configuration options, integrations, and new tools capabilities.

Information regarding the product roadmap and the continued evolution of the PeopleSoft HCM applications can be found on the Oracle PeopleSoft Human Capital Management web site.

http://www.oracle.com/us/products/applications/peoplesoft-enterprise/hcm/053827.html


September 2013


Enhancements That Are Common To Multiple Applications

Oracle continues to deliver enterprise-wide features that enhance your ownership experience and help you run your business more efficiently and profitably. With the release of PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2, Oracle delivers:

PeopleSoft Search

Pivot Grids

Embedded Help

New PeopleSoft Online Help Solution

PeopleSoft Continuous Delivery Model

PeopleSoft Update Manager

iPad Certification

PeopleSoft Interaction Hub

PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations

PeopleSoft Search

PeopleSoft Search Video Feature Overview

Play Now

Human resource and learning applications contain a wealth of data, but finding information in them quickly can be difficult. PeopleSoft Search uses Oracle’s Secure Enterprise Search engine and PeopleSoft Search Framework to enable global and keyword contextual searching so users can find the right information quickly in the PeopleSoft applications.

PeopleSoft Search capabilities were initially available as part of the continuous delivery model on the PeopleSoft HCM and ELM 9.1 releases. We have continued to expand and enhance these capabilities in the PeopleSoft HCM and ELM 9.2 releases.

With PeopleSoft Search integrated into HCM and ELM, users can interact with the application in a new way. From one keyword search entry field at the application level, users are able to search for and further refine their results to quickly pinpoint the information they need globally across the application. Actions related to the search results are available with one click, enabling business processes to begin directly from the search results without requiring menu navigation. This functionality increases productivity by significantly reducing the steps required to complete many business processes. The results returned and any actions available to the user are based on their access level, keeping your data secure.

http://youtu.be/g68yMT4cQ34


September 2013


At the component level, keyword search pages are enabled for some components to enhance the current search capabilities for administrators.

Global Search with Related Actions


September 2013


The preconfigured search definitions, or SES indexes, that Oracle delivers in the HCM and ELM 9.2 releases are listed below.

Person

Job Data*

Time Sheet

Compensation History

Career Plans

Succession Plans

Absence Requests

Absence Balances

Performance Documents

Health Benefits*

Total Rewards

Applicants

Job Postings

Additional Pay*

General Deductions*

Garnishments*

Learning (This search definition exists in the ELM database, and can be configured as a remote

search from HCM)

*These search definitions are available for both the Global Search and the component Keyword Search Page search features. Additional Pay, General Deductions, and Garnishments are grouped under Payroll for North America in Global Search.

In addition to the new search definition, a new My Associations facet is delivered for some of the search indexes to quickly identify results that are related to the user. Additional search fields are added to the Job Data search, allowing administrators to search based on Pay Groups and National ID.

PeopleSoft Search, implemented both as a global search option and at the component level as a Keyword Search Page level, is a tool that will benefit everyone in your organization. It is a flexible search solution that provides easy access to needed data and allows users to begin transactions directly from the results. This PeopleTools feature extends beyond HCM and ELM, allowing customers to include indexes from PeopleSoft CRM, Financials, or even external indexes created by the customer. The new search indexes can be easily configured by customers without coding.


September 2013


Pivot Grids

Pivot Grids Video Feature Overview

Play Now

As organizations enable managers to make more strategic decisions on their talent, it is critical to empower them with the proper tools to support this while maintaining data privacy. Pivot Grids were introduced in PeopleTools 8.52 to provide self-service, interactive analytical grids and charts for users to slice and filter data.

Organizations can easily deploy the dynamic reporting and analytics capabilities of pivot grids embedded within transactional pages to support key personnel, organizational, and compensation decisions. Pivot grids allow users to view the data within the context of the transaction, eliminating the need to export data to a spreadsheet, thereby ensuring proper data security.

Pivot Grids use PS Queries as the basis to gather the data and then transform the results into easy to use pivot tables or charts. Customers can utilize the delivered pivot grids, or quickly configure their own using a 5-step setup wizard based off of any PS Query.

PeopleSoft HCM and ELM 9.2 deliver multiple pivot grids in the following areas:

Core HR

Compensation

ELM

Global Payroll and Absence

Time and Labor

Talent Acquisition Manager

Examples of the pivot grids are detailed in the product sections below. For more information on Pivot Grids, see the PeopleTools 8.52 Release Value Proposition document on My Oracle Support.

See Also

Headcount Pivot Grids

Compensation Pivot Grids

Learning Pivot Grids

Department Analysis using Pivot Grids

Time and Labor Workcenter

Recruiting Pivot Grids

http://youtu.be/HjeTC7dPeBs


September 2013


Self-Service Reporting Framework

This functionality was delivered in PeopleSoft HCM Image 9.2.002.

It is inefficient for administrators to take on the responsibility of generating and manually distributing statutory reports for all employees. The Self-Service Reporting Framework enables administrators to provide employees with the ability to generate statutory reports through self-service.

The flexibility of this framework enables administrators to:

Create report groups to categorize similar kind of reports.

Control the display of reports on the self-service pagelet based on statutory and company

requirements.

Configure reports under various available report templates, which provide filter parameters that

employees can select when they generate reports.

Define and control report filters dynamically based on the existing BI Publisher report queries.

Employees access the enabled reports through a new Self Service Reports pagelet on their home page.

Self-Service Reports pagelet

Each folder in this pagelet represents a report group. If you expand the report group, you can see all of the reports that are enabled for the employee to generate. Click a link for a self-service report to access the Statutory Reports page where you can enter parameters for the report and generate it.


September 2013


Statutory Reports page

Embedded Help

Many tasks that Employees, Managers, and Administrators need to complete within an HCM or ELM application only need to be completed on an occasional basis but can involve several steps. PeopleSoft HCM and ELM 9.2 continue to streamline and simplify these tasks for the users. By delivering embedded help for key transactions, users are able to access the information they need to navigate efficiently through these unfamiliar tasks and complete their transactions.

Detailed, embedded help now appears to users when they select the information icon available on group boxes, grids, or scrolls on a page. These page-specific instructions are designed to help users quickly understand what they need to do to complete the specific task at hand. The help appears in a modal window that can be moved but remains visible as users navigate through the page. Embedded help is easily configurable, enabling organizations to create, edit, and provide their own embedded help text, ensuring that it fits their particular business processes and meets the needs of their users.

Embedded help was initially delivered as part of the continuous delivery model in the PeopleSoft HCM and ELM 9.1 releases for many key transactions. Embedded help for many additional self service and administrative transactions are delivered in the HCM and ELM 9.2 releases.


September 2013


Embedded Help for Reverse/Adjust Paychecks

Making embedded help available to users increases their efficiency in completing seldom performed tasks, improves employee satisfaction, and reduces the need for assistance from system administrators or help desks in completing these tasks.

New PeopleSoft Online Help Solution

PeopleSoft is always searching for new ways to help our customers be more productive and efficient while using our applications. Based on industry best practices and customer feedback, we have redesigned our PeopleSoft help solution to include the following enhancements:

A modern user interface to engage with our application help content.

A new content structure that allows for a more intuitive help-content to application-page

relationship.

Business Process Map (BPM) graphical integration and navigation with the online help

documentation.

Embedded media, such as feature demonstration videos and audio files.

Starting with 9.2, PeopleSoft delivers our new help solution interface that looks and functions much like a website rather than our past book format structure for help documentation.


September 2013


The new help solution offers you a navigation option similar to the websites you’re already

familiar with using on a daily basis.

You have multiple ways to navigate to help information. You are able to access information:

Through the Help link on the application pages.

By browsing the related Business Process Maps.

By browsing by product.

Through pertinent related links, and

By using search mechanisms.


September 2013


PeopleSoft’s new help solution offers the same robust documentation you’ve come to expect

from us, but with many more options to access the help easily and quickly.

When viewing Business Process Maps, you see links within the maps that will take you to the help content for the corresponding online help documentation.


September 2013


When viewing the Business Process Maps that are delivered with our help documentation,

you are able to click on links at various stages in the business process flow and be taken

directly to the help documentation for that page.

Along with the new help solution we continue to deliver our very popular hosted documentation and downloadable PDFs. No matter how you might want to access our help documentation, PeopleSoft has made every option as easy and informative as possible.

PeopleSoft Continuous Delivery Model

PeopleSoft Continuous Delivery Model Video Feature Overview

Play Now

Oracle is committed to protecting the value of your software and delivering a superior ownership experience by continuing to support and invest in the PeopleSoft applications that you’re running.

As a part of this commitment to our customers, we are going to continuously deliver new capabilities and features for the industry-leading PeopleSoft applications – outside of major releases. We plan to do this in a manner that is less disruptive than an upgrade or reinstallation.

PeopleSoft plans to accomplish this by delivering new features and capabilities within each calendar year between major releases. We refer to these new features and capabilities as Feature Packs. You can obtain them through several existing mechanisms, such as:

Bundles and individual postings

Maintenance Packs

Revision recut media.

If you are a PeopleSoft customer and your organization is already live on the current release, you can obtain the latest capabilities by deploying either cumulative or delta maintenance packs, maintenance bundles, or individual postings. These include maintenance and feature packs as described in your documentation.

If you are upgrading from a previous release, or if you are a new customer installing the current release, you can make sure you have the latest capabilities by deploying the most recent revision recut from the Oracle Software Delivery Cloud.

The Revision recut media includes the latest General Availability software release, all of the maintenance postings up to the date of the revision recut, and all of the feature packs up to the date of the revision recut.

PeopleSoft plans on delivering Feature Packs at different times and over the course of a year between major releases through maintenance packs, bundles, and individual postings. Revision Recuts are planned for annual delivery through the Oracle Software Delivery Cloud. PeopleTools releases are planned for annual delivery through the Oracle Software Delivery Cloud. And new PeopleSoft application releases are planned for delivery every three years through the Oracle Software Delivery Cloud.

http://youtu.be/1zE4aOobdr0


September 2013


PeopleSoft Update Manager

PeopleSoft Update Manager Video Feature Overview

Play Now

PeopleSoft Update Manager provides the tools a customer needs to reduce time, effort, and the cost of PeopleSoft application maintenance. On a regular schedule, PeopleSoft will deliver the most current PeopleSoft applications code and objects in the form of a PeopleSoft Update Image on a Virtual Machine. PeopleSoft Update Manager utilizes familiar tools like Change Assistant and Change Packager and provides a way for customers to select what they want to patch to their environment. With PeopleSoft Update Manager:

Your environment does not have to be current on maintenance.

You can select a single fix and have the system automatically find the needed prerequisites to go

with that fix.

You can “get current” on fixes by having the system generate a custom change package that suits

the current state of your environment.

Lifecycle Management

Cost and effort should no longer be the primary factors when customers decide whether to stay current on application patches and fixes. Unfortunately, the current process of patching with bundles and maintenance packs has made maintenance very expensive and time consuming. Some customers have tried to pick only some critical fixes only to find problems and costly delays when trying to apply critical, as-needed patches. Other times, customers have run into problems trying to discern the interdependency between patches. These kinds of problems compound over time and make it very difficult to get back to a fully patched environment.

https://stbeehive.oracle.com/content/dav/st/PeopleSoft%20Internal%20Training%20Sessions/Public%20Documents/VFOs/PeopleSoft_Update_Manager/PeopleSoft_Update_Manager.html


September 2013


The PeopleSoft Update Manager tool alleviates many of these patching issues by:

Making it quick and easy to download a current PeopleSoft Update Image with the VirtualBox

technology.

Providing the customer with the ability to search on specific fixes by bug ID or by specific object

reference.

Generating a custom change package based on the customer selection and the patches already

applied to the customer environment.

Drawing updated objects from the most current PeopleSoft Update Image.

Automatically including prerequisite and post-requisite updates.

Providing the customer with a change package where each distinct object is called out only one

time and applied only one time in the correct sequence.

With the new update manager tool, there will be no more prerequisite bundles or maintenance packs. The custom change package contains only those required objects based on the customer selection; only one package needs to be applied; and distinct objects are applied only once to the customer environment. Customers will see immediate benefits in reduced time and effort for analysis and preparation, patching, and patching verification and validation.

PeopleSoft iPad Certification

PeopleSoft iPad Certification Video Feature Overview

Play Now

The Apple iPad and other tablet devices are growing in popularity, and now you can use these devices to access your PeopleSoft applications. PeopleTools 8.52 is certified on the Safari browser on an iPad running version 4.2 or later.

The iPad makes your PeopleSoft dashboards even more effective at providing important information at-a-glance. The certification of the Apple iPad browser enables you to view virtually all of the PeopleSoft application pages. That means you don’t have to wait for the development of multiple native iPad applications.

The PeopleTools certification on the Safari browser offers you not only the ability to use dashboards and workcenters on your iPad, but you can do almost anything on your iPad that you can do on your desktop systems. This exciting user interface platform has unlimited potential for enabling you to access your PeopleSoft application content from your mobile devices.

PeopleSoft Interaction Hub

The PeopleSoft Applications Portal has just been re-branded as the PeopleSoft Interaction Hub. As part of our ongoing efforts to deliver a richer user experience to PeopleSoft customers, PeopleSoft is now offering an extended restricted use license (login required) of the PeopleSoft Interaction Hub free with PeopleTools. This change extends the existing restricted use license to include the following additional capabilities:

Dynamic Unified Navigation. Enables customers to easily provide seamless, unified navigation

among their entire PeopleSoft application portfolio.

http://youtu.be/RauGtEBmnjA


September 2013


Site-wide branding. Makes it easier to brand your ecosystem and provide a vivid, contemporary

appearance for your applications.

These additions augment the capabilities provided in the previous restricted use license, which remain available: creation and use of collaborative workspaces, and pre-built collaborative services for use in related content.

PeopleSoft is moving to deliver a contemporary user experience for your application users, and this license change supports that direction. In addition, the name change reflects our positioning of the PeopleSoft Interaction Hub as a primary means for unifying your PeopleSoft ecosystem, and providing a richer, web-site-based user experience rather than a pillared, application-based experience.

If customers want to use the PeopleSoft Interaction Hub for traditional portal purposes, they can employ the PeopleSoft Interactions Hub’s full capabilities such as multiple site deployment/management and content management by buying the full, unrestricted license. We are continuing to enhance the product. It remains part of Applications Unlimited and we have some exciting features planned.

PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations

Talent Management applications enable you to understand your current workforce—what skills you have available and where they are being used. To best manage your business you need to understand what skills are critical to your organization and how well people with those skills are performing. You also need to anticipate where shortages of people, skills, or both are likely to occur. Oracle’s PeopleSoft Talent Management applications empower you with that information so you can take action to acquire, develop, and retain your best workforce.

To ensure that our customers have the most current talent management options possible, Oracle provides PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations to connect our Talent Management 9.2 and Human Resources and Time and Pay 9.1 applications. These easily configurable integrations enable our HCM 9.1 customers to take advantage of the Talent Management 9.2 business process enhancements while retaining their existing HCM 9.1 implementation.

PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations provide PeopleSoft HCM 9.1 customers the ability to leverage the newest Talent Management 9.2 applications without requiring a full upgrade to PeopleSoft HCM 9.2. Because you’ll maintain your valuable data in a consistent PeopleSoft-to-PeopleSoft approach when using PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations, the time and resources required to maintain your system data is reduced and simplified. Some of the benefits include:

Consistent employee information

Integrated security

Maintaining users and roles

Quality user experience

Standard application menus

Consolidated related content

Integrations are delivered for the following Talent Management applications:

Recruiting Solutions

Enterprise Learning Management


September 2013


ePerformance

Compensation

Career and Succession Planning

PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations highlight Oracle’s continued dedication to delivering greater capabilities to our customers with more flexibility and less disruption to their daily business operations. If you are an HCM 9.1 customer and you want the opportunity to license the new HCM 9.2 Talent Management applications and implement without an upgrade of your HCM 9.1 data, this solution offers you that option. Some of the benefits these integrations will provide you are:

Protecting and leveraging your existing investment in PeopleSoft.

Deployment of industry-leading talent functionality that provides best-in-class, enterprise level

Talent Management.

Increase in user adoption and a decrease in training costs resulting from a consistent user interface

and an enhanced user experience.

Maintaining a common security model that enables single sign on, streamlines processes, and

reduces the cost of security maintenance.

If you use Talent Management Integrations, you will realize additional value by implementing entirely within a PeopleSoft system. This eliminates the need for you to undertake the often more complex task of integrating with a third party’s conflicting data model and business processes. You can significantly ease your system management workload by leveraging the single PeopleSoft setup and data flow approach for your employee information, users, roles, integrated security, and integrated application menus and user experience.


September 2013


PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2 Enhancements

PeopleSoft Human Capital Management (HCM) is a world-class, HCM solution for organizations of every size, region, and industry. Only Oracle has a global, web-based, single system HCM solution that covers every aspect of the HCM road map—from core human resources (HR) transactional functionality through service automation and delivery to integrated enterprise talent management solutions.

We continue to deliver new and enhanced functionality designed to help drive organizational effectiveness, provide decision support tools to facilitate intelligent business execution and offer customers more flexibility through the use of additional configuration options, integrations, and new tools capabilities.

PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2 deliver enhancements in these areas:

Core HR

Compensation

ePerformance

Enterprise Learning Management (ELM)

Recruiting

Payroll for North America

Benefits

Absence Management

Time and Labor

Pension

HR Helpdesk


Core Human Resources

PeopleSoft Core Human Resources continues to demonstrate innovation in delivering new ways to administer Human Resources for all users in the organization. In the PeopleSoft HCM 9.1 FP2 product release, we delivered significant enhancements that enabled multiple ways to navigate through Related Actions on the Organization Viewer, Manager Dashboard, and Talent Summary as well as through our Application Search. With more responsibility on managers and workers, it was critical to support this new paradigm.

Organization Viewer Video Feature Overview

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Manager Dashboard Video Feature Overview

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Talent Summary Video Feature Overview

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In PeopleSoft HCM 9.2, we continue to focus on simplifying the interactions of managing and administering talent within an organization. As part of this investment, we are introducing new features:

Smart HR

Headcount Reporting for Managers and Administrators

Profile Management Enhancements

Smart HR

Smart HR is an extension of the feature delivered in a previous release commonly referred to as SmartHire or Template-Based Hires. Smart HR takes Smart Hire many steps forward by enabling you to configure any Personal Data, Job Data or Profile data transaction to simplify the user experience for the more general user. This could be a local HR administrator or a responsible manager that has access to administer many transfers or hires. Smart HR, similar to Smart Hire, enables you to configure your templates to automatically make them effective as soon as they are entered or require an Administrator or HR to review or complete. This provides significant flexibility in configuration for the local administration of changes that occur frequently without requiring full administration on the part of HR.

Smart HR provides the configurability setup of the template by section as well as configures prompts. In addition to what is displayed on the page, you are also able to define the user’s experience in accessing sections. Once the Smart HR template is configured, security is granted to the user and they can access the correct template as well as applied data security.

http://youtu.be/oltX4rrLsoA

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Setting Up Template Transaction Types and Templates

Use the new Template Transaction Type component to identify a templates use, indicate what sections are permitted in a template, and define which components will be updated during the Smart HR process. Transaction types can also be used to determine which users have security access to a template.

The Template Transaction Type component, Components page showing which components

will be updated when using this template

Associating the transaction type with a template


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You can also indicate whether the section should be displayed in Tabular format or Grid format. The Grid format is for multi-row sections such as Profile Management items, addresses, phone numbers, e-mails, and so forth.

Smart HR – Sections Configuration

Adding and Managing Transactions

The Smart HR Transactions page enables you to filter by transaction type before selecting a template.

Smart HR Transactions – Look Up Select Template page showing valid values for the

selected transaction type


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A new Manage Transactions component enables HR Administrators to view hire and non-hire transactions that are in draft status, require HR review prior to committing to the database, encountered errors upon saving and require a HR administrator's review to complete the transaction, or to view a list showing all transactions with these statuses.

Manage Transaction page

Headcount Pivot Grids

PeopleSoft HCM 9.2 uses the new pivot grid technology available with PeopleTools 8.53 to deliver headcount pivot grids. Pivot Grid functionality provides grid and chart visualization, the ability to filter data by any dimension and drill down on facts to the individual detail level. Using Pivot Grid functionality to generate a headcount report enables the end-user to generate and view headcount information in a graphical format as well as pivot and filter data to present data from different views for analysis.

As part of PeopleSoft HCM 9.2, we deliver four pivot grids:

Administrator – Headcount Movement

Shows administrators all job actions that occurred during the specified reporting period.

Administrator – Current Headcount

Enables administrators to compare the distribution of the organizational population by employee,

contingent worker, and persons of interest, based upon current job effective dated rows.

Manager – Headcount Movement

Displays job actions of those that report to the logged-in manager that occurred during the specified

reporting period.

Manager – Current Headcount

Allows managers to compare the distribution of the organizational population by job code based

upon current job effective dated rows.


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The pivot grids are accessible from the Direct Line Reports pagelet on the Manager Dashboard as well as through the traditional menu. To provide flexibility, prompts can be defined to enable the user to display the data they need in the pivot grid.

Filters can be applied to the data to further slice it for analysis. Once the results are rendered, the user is able to drill down to the data details and interact with the data in a table format.

Headcount Movement pivot grid for the administrator showing the pie chart


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Current Headcount pivot grid for the administrator showing the bar chart

As organizations enable managers to make more strategic decisions on their talent, it is critical to empower them with the proper tools to support this while maintaining data privacy. The delivered Headcount pivot grids provide users with the flexible analytics they need without the need to export data to a spreadsheet, thereby ensuring proper data security.

Profile Management Enhancements

Profile Management provides a configurable framework to develop and manage person and non-person profiles.

PeopleSoft HCM 9.2 delivers the following Profile Management changes and enhancements:

Oracle Secure Enterprise Search Implementation (Replacement of Verity)

All PeopleSoft applications are standardizing on Oracle Secure Enterprise Search (SES). SES provides better access to enterprise information while protecting sensitive data from unauthorized users. The new implementation of SES is transparent to end users who will continue performing the Profile Search and Compare much in the same way as before.


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As part of the new implementation, the scoring algorithm for search queries including rating properties as elements has changed. The new scoring algorithm is as follows:

Search for relevant jobs matching person’s qualifications:

If the target has a matching item with a higher rating, then it will score < 100%

If the target has a matching item with the same or lower rating, then it will score 100%

If the target has a matching item with a lower rating, then the “person overqualified” symbol will

display on the Compare page for that target profile item.

Search for people that most closely match the requirements of a job:

If the target has a matching item with the same or higher rating, then it will score 100%

If the target has a matching item with a lower rating, then it will score < 100%

If the target has a matching item with a higher rating, then the “person overqualified” symbol will

be displayed on the Compare page for that target profile item.

Search for people with certain qualifications or jobs with certain criteria: (uses fit-gap scoring

method)

If the target has a matching item with the same rating, then it will score 100%

If the target has a matching item with a lower or higher rating, then it will score < 100%

The Compare page will not display the “person overqualified” symbol in the legend since this

does not apply

An additional feature of the SES implementation is the incorporation of the Direct Reports tables into the index build process. This replaces the previous Build Manager List transaction (Set Up HCM > Product Related > Profile Management > Profiles).

The process that incrementally updates the profile indexes is now tied to the incremental update process for Direct Reports. As supervisor changes occur, they are automatically reflected in the person profile index without requiring any additional processes to be run. This streamlines these supervisor changes, providing more accurate and timely information and data for both Manager Self Service and Compare Profiles.

Additional Profile Enhancements

PeopleSoft 9.2 Manage Profiles also includes these enhancements:

Ability to use custom prompts in profile properties

Inclusion of related items in the search and compare process

Person to Role matching has been expanded to apply to any profile type or content type.

Content item descriptions now support more than 30 characters.

When defining new content items, the assigned item codes are no longer required to be unique

across all content types unless it is an item for one of the following legacy content types:

competency, license, membership, honor/award, test, language, degree.


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Integration between the Profile Management profile and Smart HR

Custom Prompts in Profile Properties

PeopleSoft HCM 9.2 provides more flexibility to add profile properties whose values can come from a custom list of values (manual entry) or from an external table. In previous releases only certain profile properties could use custom dynamic prompts. This functionality has been extended to allow other profile properties to also prompt values.

The list of values can be defined in two ways:

1. An internal self-contained list within the custom prompt definition, or

2. An external prompt table with which the customer definition is associated.

Custom Prompt page using a custom list


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Custom Prompt page using a prompt record

PeopleSoft Profile Management delivers twenty new user defined properties, JPM_PROMPT_1 through JPM PROMPT_20. The profile type configuration now includes the Prompt List Name attribute in the properties grid of the Content Section page for those user defined attributes that have a dynamic prompt table.

Content Section page using a custom prompt

This enables the user to add a content entry to a profile that is relevant to your organization’s needs.


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A person’s profile using a custom list prompt

Related Items in the Search and Compare Process

Additional search capabilities have been added for related items, such as sub-competencies, so they can be included as search query elements when the parent item (Competency) has been specified.

When a content item has related content, the Related Items icon will appear on the Search Criteria page for those content types that have the same subsection defined for both the source and target profile types of the search.

Search and Compare Profiles page showing the new Related Items icon

Click the Related Items icon to include related content items in the SES search query as additional weighted search elements.


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Sub-Competencies that are related to a competency item

The Match Results page will display sub-items underneath the parent item, slightly indented from the parent content type.

Person to Role Matching

Previously, the Competency Match functionality compared the competencies and accomplishments of a Person profile to a Role profile. In HCM 9.2, this functionality has been expanded to address any non-person profile (not just Role) and any defined content type.

The components within the Workforce Development, Profile Management, Profiles, Profile Matching menu enable you to compare the competencies and other profile content of an employee's profile against those required by a non-person profile, or a group of employee profiles against a non-person profile for a job task.

Use the profile matching options if you want to compare a specific employee profile with a specific non-person profile and you want fit-gap information on each competency based on proficiency and importance only.


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Employee Profile Matching component

Compensation

PeopleSoft Compensation 9.2 is delivering an enhanced overall self-service user experience by facilitating user access to the right data at the right time. HCM 9.2 simplifies the mechanism by which users locate information while providing enough information, data, and simple-to-use analytical tools to support critical compensation decisions.

The areas of focus include:

Open Compensation Cycle Job Changes


Improved Usability for Ad hoc Salary Change

New Compensation History Page

Open Compensation Cycle Job Changes

Previously, customers had to suspend all human resource transactions during open Compensation cycles. PeopleSoft Compensation 9.2 now enables transactions such as salary, currency, or status changes to occur without impacting the employees included in an open or pending Compensation cycle. Customers can configure how the application will handle exceptions for each cycle including whether the budget funded amount should be excluded from the proposed budget or not. Additionally, configurable informational alerts are displayed on the manager self service compensation allocation page next to each employee impacted by a change in salary, currency, or status.

With this new open cycle job change functionality, customers are empowered to extend the duration of their compensation cycle and/or engage in multiple compensation cycles throughout the year without burdening Human Resource or Payroll personnel with post cycle salary or job adjustments which are typically time consuming and performed individually.


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The benefits of open cycle job changes include:

Accounts for changes in Salary, Currency, and Status (active vs. inactive).

Handles exceptions for each cycle based on flexible customer configuration.

Enables configuration of which job code will be used when the cycle is closed.

Optionally extends the duration of open cycles or have multiple cycles per year without suspending

all Human Resource transactions.

Provides configurable instructions and alerts to managers whenever a change has occurred.

Display of alert icon on the Allocate Compensation page to notify managers when job changes

occurred during the open cycle


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View an alert message about a job change during the open cycle


PeopleSoft Compensation 9.2 provides managers and administrators the ability to analyze employee compensation data — with powerful Excel-like pivoting capabilities — without having to leave the PeopleSoft application. The delivered Compensation pivot charts are designed to support a manager’s decision to justifiably allocate compensation increases across his/her organization. Additionally with 9.2, administrators have insight into the progression of compensation cycles and provide management with consistent tracking reports.

PeopleSoft Compensation 9.2 delivers the following Compensation pivot grids:

Salary Analysis - Allows managers to compare compensation by position, location and department.

Compensation Distribution - Shows the distribution of current employee salary information by salary

range relative to minimum, maximum, and midpoint.

Salary Increase by Performance - Shows the average proposed salary increase in percentage that

is given to employees by performance rating. Information provided in this chart helps managers to

determine the appropriate employee rewards commensurate with their performance level.

Variable Compensation by Performance – Shows the total proposed amount of cash-type variable

compensation given to employees by performance rating. Information provided in this chart helps

managers to better allocate additional variable compensations to employees commensurate with

their performance level.

Cycle Guideline Alert – Shows administrators the numbers of approved allocation proposals that fall

in as well as outside the recommended salary increase guidelines.

Cycle Tracking - Provides visibility into the real-time progress and status of proposals in open

compensation cycles.


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Use the Salary Analysis Pivot Grid to view and compare employee salaries (for example, by

department)


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Use the Cycle Tracking Pivot Grid to view the current status of proposals in a compensation

cycle

Improved Usability for Requesting Ad Hoc Salary Change

PeopleSoft Compensation 9.2 delivers a new user experience for creating ad hoc salary changes. We have reduced the number of steps and user actions required to create a salary change as well as providing more relevant information a manager needs to complete the transaction without leaving the page. This new page layout and interaction improves user productivity, reduces the potential for data entry errors, and eliminates the need for additional training.


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Request Ad Hoc Salary Change

Compensation History Page

The PeopleSoft Compensation History page is one of the most frequently viewed pages in all of HCM self service. It contains key information that managers often use to make important job, career, and salary decisions for their employees.

PeopleSoft Compensation 9.2 delivers a clean, statement-like layout of the employee compensation data with columns that can be sorted to allow for quick analysis. Configurable charts are embedded within the page to show a linear progression by pay type over time.


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Compensation History page

View compensation history data in a graphical format


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ePerformance

Organizations each have their own processes for reviewing Employee performance based on the needs of the business and its organizational culture. The process is frequently seen by employees and managers as a tedious burden.

PeopleSoft ePerformance 9.2 delivers several new features that focus on simplifying the appraisal process, allowing it to proceed as smoothly and efficiently as possible. The new features include:

Integrated ePerformance Workcenter

Mid-Period Reviews

ePerformance integration with Outlook

Integration of ePerformance to Career and Succession Planning

Integrated ePerformance Workcenter

PeopleSoft WorkCenter Framework Video Feature Overview

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The performance review process frequently requires a lot of back and forth between a manager and his or her employees. The entire process can span over a year or the life of a project with multiple checkpoints and target deadlines along the way. Keeping track of each of the steps, where you are in the process, and the various checkpoints and due dates can be difficult for both managers and employees.

A new integrated ePerformance Workcenter is delivered in the HCM 9.2 release that will streamline the performance process and simplify the user experience for both managers and employees. The Workcenter combines the capabilities of Workcenters with features of Activity Guides to provide one page for a user to view and edit their performance documents in a guided process. Each step is outlined in the left side of the Workcenter along with the process flow, the current progress for each step, and any due dates for the various checkpoints. This allows users to view the performance management business process steps, understand current progress, and easily access the appropriate document section required to take action.

The ePerformance Workcenter accommodates the flexibility that is available in the performance review process configuration and incorporates the mid-period review capabilities that have also been introduced with ePerformance 9.2.



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ePerformance Workcenter

Mid-Period Reviews

Organizations have found that conducting performance reviews on an annual basis is too infrequent for most employees and that more feedback should be provided on a more frequent basis to positively impact employee and business performance.

PeopleSoft ePerformance 9.2 delivers an updated process flow that supports a new step called Track Progress for mid-year reviews. This step is configurable by the administrators and will allow for up to 11 interim review periods within a single performance cycle. Each of these mid-period checkpoints are incorporated into the ePerformance Workcenter to ensure a consistent, simple to use performance process.

Using these checkpoints, managers and employees have the ability to track and share performance feedback, in the form of comments, with each other throughout the performance period. Managers can hold official progress/mid-period checkpoint meetings, or impromptu ones, with the employee at any point in time when the document is in the Track Progress step.


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Enter comments in a mid-point checkpoint and share them with the other party in

ePerformance Workcenter

The comments recorded in the document can be automatically copied to the employee and manager evaluations if configured, making it easier for both the manager and employee to reference the information, rate the performance, and finalize their evaluations.

ePerformance Integration with Outlook

Generating Outlook Task Reminders for Review Tasks

In an effort to help managers and employees better manage numerous due dates pertaining to various steps in the review process, ePerformance provides the ability to push business process due dates as Outlook tasks through an integration with Microsoft Outlook. When enabled, the feature generates tasks to recipients, outlining the action that needs to be performed and its due date.


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Outlook task reminding user of a performance review task that needs to be completed

Capturing Outlook Email Content as Performance Notes

Frequently, comments and kudos regarding an employee’s performance are sent to their managers throughout the year. This is valuable feedback that can be overlooked or forgotten when it comes time to create and submit performance appraisals.

PeopleSoft ePerformance 9.2 delivers a simple PeopleSoft add-in for MS Outlook that enables managers and employees to capture feedback throughout the year and associate that feedback with the employee’s performance document. Comments that have been received through email can be quickly added as performance notes for the associated employee or employees in one simple step. These notes can then be viewed and integrated into a performance document during the performance process.


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Adding email content to performance document as performance notes

Integration of ePerformance and Career and Succession Planning

ePerformance integrates with the Career Planning functionality to provide managers easy access to employees' career and development data while working on employees' evaluations. The information, displayed under the Career Plan Summary section of the document, shows the employee's current career plan at a high level and includes a link to update this information in the Manager Self Service menu.


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View employee’s career planning summary in ePerformance Workcenter

This integration also provides succession planning personnel easy access to employees' performance data through page displays and links, which gives them better insight when making candidate recommendations and succession decisions.


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Click a performance rating on the Manage Succession Plans page to view the performance

document of a succession candidate in a modal window

View performance document from Succession Planning


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Related Actions for Editing ePerformance Documents


ePerformance provides managers and employees the ability to open and edit current performance and development documents through related actions. In addition to creating and viewing documents, which are existing functionality, users can also open current documents for edits as related actions, which are available in features such as Manager Dashboard, Talent Summary, Organization Viewer, PeopleSoft Search, and other areas where performance management related actions are supported.

Accessing Performance Management Related Actions as a Manager


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Accessing Performance Management Related Actions as an Employee

Plan Careers

The Plan Careers business process in Human Resources ensures that organizations use employee talents to the fullest and provides important data for succession planning. Career planning enables you to assess and rank workers, record job preferences, create career paths, develop long-term goals, assign mentors, identify competencies, devise training plans, and create development plans.

Integration with ePerformance

In release 9.2, HCM delivers the capability to link the ePerformance business process to the Career Plan and Succession Plan The integration provides managers the ability to get to employees’ career planning data easily while working on their performance documents. If updates are necessary, managers can click a link provided in the Career Plan Summary section of the document to transfer to the corresponding manager self service transaction and make the changes.


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Plan Successions

Succession Planning is the process of identifying long-range needs and cultivating a supply of internal talent to meet those future needs. The process anticipates the future needs of the organization and assists in finding, assessing, and developing the human capital necessary to successfully carry out the strategy of the organization. PeopleSoft Succession Planning 9.2 enables your organization to develop multiple succession plans.

Access performance rating for each employee as a hyperlink from Manage succession plans page.

Map Rating page to enable the ratings from a Rating Model.

Access performance rating for each employee as a hyperlink from Maintain succession plans

page.

Access Overall Rating as a hyperlink for each candidate or talent pool members.

Succession Planning Self-Service for Managers

The Manager self-service succession planning dashboard allows managers to view and manage the succession planning information for their direct and indirect reports. The manager self-service succession dashboard supports the views like personal profile summaries, Compare an employee's person profile with their current role's profile and compare a successors' profile to a succession plan's incumbent, position, and performance.


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In PeopleSoft Succession Planning 9.2, the new feature in Manager self-service succession planning enables the following additional views to enhance usability:

Add the Performance Rating with a link to the performance document.

Remove the Performance Document Hyperlink at the bottom of the Incumbent Details section.

Move the Career Development Plan in the column next to the Performance Rating

Manage Self Service – Personal Details in Incumbent details


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Manager Self Service – Performance and Career in Incumbent Details

Defining Rating Boxes

Use the Define Ratings Box page to define matrices that graphically represent employee rating assignments, such as a 9-Box for performance versus potential. You can use ratings boxes in succession plans or talent pools to assess employees in relation to other employees.

Another enhancement in the integration is the ability to support the use of performance ratings (from ePerformance) and career potential ratings (from Career Planning) in the ratings box axis setup in Succession Planning. The modified setup page allows the selection of performance rating and career potential rating as the X and Y axes of the ratings box


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Use performance rating and career potential rating as X and Y axes of ratings box

Each rating is then mapped to a ranking value (for example, High, Medium, and Low) on a mapping page, which gives the system the information it needs to display employees properly in ratings boxes.


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View employee’s performance rating and career potential in the ratings box Preview Ratings

Box page

Rating Candidates

In PeopleSoft Succession Planning 9.2, the Performance and Career tab in the Candidates region displays the current performance rating for each employee. This rating is displayed for each candidate or talent pool member within the Succession Planning pages making it easier for the Manager or Administrator to compare candidates and talent pool members. Clicking the rating link transfers the user to the performance document.

Succession Plan - Candidates page

Managing Talent Pools

You can manually add internal and external individuals to talent pools based on performance and potential analysis. Add internal individuals automatically using Profile Manager's search and match feature. Depending on your organization's practices, readiness is a key monitor factor for talent pools. You can manually specify each employee's readiness based on criteria established by your organization.

The new functionality displays the Performance Rating for each employee as a hyperlink. This link will navigate the user to the performance document.


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Manage Talent Pools – Performance and Career page

Other Enhancements

Succession 360 – Usability Enhancements

The Usability enhancements in PeopleSoft Succession Planning 9.2 utilize the secondary pages that facilitate adding candidates and thereby reduce the number of navigations.

Enable editable fields in Succession 360 Candidate Grid with add candidates facility.

Provide ability to Assign Box Ratings for new and existing candidates.

Enable editable fields in Succession 360 Candidate Grid with add candidates facility

As part of usability enhancements, the Succession Readiness and Impact of Loss fields are editable in the Successors tab. With the Add Candidate button, a modal pop-up window enables the selection of candidate both By Person ID/Name and by Search Method.


September 2013


Succession 360 Candidate Grid

Assign Box Ratings for new and existing candidates

An Assign Box Ratings push button has been added to the page. The instructional text displays a warning when candidates exist with unassigned ratings and directs them to the Assign Ratings utility. Assign Ratings enables the user to toggle back and forth between ratings boxes using the radio buttons.


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Successor Details Page

Enterprise Learning Management (ELM)

Learning Management is a critical component to ensuring that an organization’s talent has the skills and competencies required to meet corporate objectives and to stay in compliance with legislation and regulations. Training is typically seen as outside of an employee’s day to day tasks, so simplifying the training process and allowing employees to get in and out quickly improves employee productivity.

PeopleSoft Enterprise Learning Management 9.2 delivers new and enhanced features that provide targeted learning to the appropriate learners and streamline the learning tasks for both employees and managers. The new features include the following:

Learning Home

Intuitive Learning Search

Enhanced Self Service


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Configurable Labels

HCM and ELM Integration Activity Guide

Announcements

Automatic Drops for Terminated Employees

Learning Home

Organizations and their employees demand simple, usable self-service applications for all of their business processes, learning management included. PeopleSoft ELM 9.2 delivers an easy-to-use Learning Home homepage for all ELM users.

Learning Home


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Delivered Pagelets

The following pagelets are delivered for the ELM 9.2 Learning Home:

Pagelet Purpose

Quick Links Provides one-click navigation to the most frequently accessed transactions based on the users’ roles.

Announcements Displays targeted announcements that can link directly to learning.

Search for Learning Provides a simple keyword search to find learning quickly.

Pending Approvals Lists approvals that can be adjudicated directly from the homepage.

My Current Learning Lists current learning that can be viewed and launched.

Team Learning Provides a quick view of the learning status for a manager’s direct reports.

My Learning Calendar Displays a calendar of learning events in an easy-to-use format.

My To Do List Presents outstanding learning tasks that you can access directly.

Highest Rated Learning Lists available learning that others have found useful.

Most Enrolled Learning Lists learning opportunities that many others have completed.

New Learning Lists newly available learning opportunities for the user.

Learning Compliance Displays for managers and learning administrators a pivot grid of learner statuses.

Survey Results Displays for managers and learning administrators a pivot grid of survey results.

Personalizing the Homepage

Administrators can configure the pagelets available on the homepage to meet the needs of their organizations. Likewise, end users can personalize their homepage, enabling them to improve their efficiency and productivity.


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Content Personalization


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Layout Personalization

Intuitive Learning Search

Organizations provide a vast catalog of learning opportunities to their employees. Finding the right training that suits the learning needs of an individual can be challenging.

ELM 9.2 delivers a new Find Learning page, which enables you to perform intuitive keyword learning searches utilizing the Oracle Secure Enterprise Search (SES) capabilities delivered with PeopleTools.


September 2013


Find Learning page

Learning Facets

The learning search provides relevant learning facets so that learners can filter their search results by location, category, date, learning type, upcoming events, and even rating. Administrators can configure additional facets to meet the needs of their organizations.

Ratings and Reviews

The Find Learning page utilizes the new Ratings and Reviews feature to further enhance the learning search. This feature enables learners to provide input and opinions about the learning content that are then viewable by others in the search results.

Modal Pages

Learners can now view any additional information they might need using the modal pages that are accessible from the Find Learning page, such as the Course Details modal page. This keeps learners from having to navigate away from the search results to make an informed decision.

One Step Enroll and Launch

For web-based learning, learners can be enroll in and launch learning content with the push of one button on the Find Learning page.

Enhanced Self Service

Organizations expect simple applications for learning self service. Users shouldn’t need training to use a training application. PeopleSoft ELM 9.2 delivers consistent, simple self-service pages that make the application very easy to use, without training.


September 2013


Uploading Photos

Employees are able to personalize their pages by adding their own photos. These photos, along with their name and simple navigations are visible on each self-service page. A link back to the Learning Home is available on every self-service page and in the header of the application.

My Learning Page

ELM 9.2 also delivers a new My Learning page, which provides learners with user-friendly summary of their classes, courses, and learning objectives. The My Learning page utilizes the Ratings and Reviews feature, enabling learners to rate and write reviews for completed learning items.

My Learning page

Additionally, for completed learning items, learners can print a certificate of completion from the My Learning page.


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Certificate of Completion


ELM 9.2 introduces two new pivot grids that are available as pagelets on the Learning Home homepage: Learning Compliance and Survey Results.

Learning Compliance Pivot Grid

Many organizations require certain training for their employees based on industry standards, country-specific regulations, or simply organizational policy. Learning administrators and managers need an easy way to view the status for required training to ensure that their employees and team members are in compliance.


September 2013


PeopleSoft ELM 9.2 delivers a Learning Compliance pagelet that provides a graphical view of the status of employees for a given class, course, or program.

Learning Compliance pagelet

By clicking the Learning Compliance link in the pagelet, you can access the full Learning Compliance pivot grid, which enables filtering of data so that you can drill down to exactly the information you need. In addition, the pivot grid enables you to select different graphical representations of the data.


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Learning Compliance Pivot Grid

Survey Results Pivot Grid

PeopleSoft ELM 9.2 delivers a Survey Results pagelet for the Learning Home homepage that enables you to quickly and easily view the results of surveys.


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Survey Results pagelet

By clicking the Survey Results link in the pagelet, you can access the full Survey Results pivot grid, which enables filtering of data so that you can drill down to exactly the information you need. In addition, the pivot grid enables you to select different graphical representations of the data.


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Survey Results Pivot Grid

Furthermore, clicking the Survey Report link on the Survey Results pagelet generates a PDF report that provides detailed survey results by question.


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Survey Results Report


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Configurable Labels

To conform to industry standards for learning terminology, for ELM 9.2, the terms Activity and Catalog Item have been changed throughout the application to Class and Course, respectively. However, to provide customers with flexibility when it comes to learning terminology, the Text Catalog has been updated to enable you to modify the labels for all employee and manager self-service pages.

HCM and ELM Integration Activity Guide

Configuring and monitoring the full synch integration between HCM and ELM requires multiple steps and a lot of back and forth between the ELM and the HCM databases.

To streamline this process, PeopleSoft ELM 9.2 delivers an HCM to ELM Integration Activity Guide using the PeopleTools Activity Guide feature.

Integration Questionnaire

The first step of the Integration Activity Guide involves a questionnaire designed to help you determine which full synch processes you intend to run. This ensures that the correct full synch processes are included in the guided process for your organization.

Integration Activity Guide Questionnaire

Integration Activity Guide

Once you begin the guided integration process, you can run and monitor each step of the process using the Integration Activity Guide. This enables you to run all required full synch processes from a centralized location without having to go back and forth between your HCM and ELM databases.


September 2013


HCM to ELM Integration Activity Guide

Announcements

PeopleSoft ELM 9.2 delivers an enhanced Ad Hoc Notifications and Announcements page that enables you to generate announcements that appear on the Announcements pagelet of the Learning Home. Using this page, you can specify when the announcement is posted, when it expires, and to whom it is sent.

Ad hoc Notifications and Announcements page (1 of 2)


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Ad hoc Notifications and Announcements page (2 of 2)

The Announcements pagelet displays a user’s active announcements. You can click on each announcement to open a modal page that enables you to view the entire announcement along with any links or attachments associated with it.

Announcements pagelet


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Announcement modal page

Automatic Drops for Terminated Employees

ELM 9.2 includes an enhancement to the Workforce FullSync (LM_LD_WKFC) process. It now automatically drops any classes with a status of Enrolled, Pending Approval, Waitlisted or In Progress for all learners that are terminated. The system overrides the Last Drop Date and ignores any drop charges.

Recruiting

Recruiting is a key function in maintaining the productive workforce needed to support your current business and new initiatives. In today’s business environment, recruiting, like other key organizational functions, is challenged with improving efficiency without compromising quality. For some positions, recruiters are challenged to find well-qualified candidates; for other positions, recruiters need to narrow down a very large pool of candidates to those best suited for the organization. Recruiters and hiring managers need to be able to quickly identify the top applicants for their positions and engage with those candidates.

PeopleSoft Recruiting Solutions 9.2 focuses on enhancing usability in two key areas. Changes in Candidate Gateway are focused on making it simple and intuitive for candidates to successfully apply for open positions, providing your organization with a pool of applicants to fit your needs. For recruiters and hiring managers, new pages are designed to make them more productive as they evaluate candidates and disposition them through the recruiting process.

Key features delivered for recruiting include:

Guided navigation for the Candidate Gateway application process to make it easier and more

intuitive to complete an online job application.

Redesigned Candidate Gateway pages to enhance all aspects of a career search.

Increased configurability of Candidate Gateway sites to boost employment branding and improve

job searching.


September 2013


Candidate Gateway password controls to improve security.

A Recruiting Home page that brings together key recruiting information in a single dashboard.

Recruiting pivot grids for data analysis.

Enhancements for managing job openings, including a funnel view of all applicants for a job

opening.

Charts that present relevant information about specific job openings.

Enhancements for managing applicants, including one-click access to common actions.

A single page for managing an individual application through the entire recruiting process.

Enhanced browsing and searching for job openings and applicants.

Improved usability and efficiency for recruiting activities throughout Talent Acquisition Manager.

A configurable job opening creation process that presents role-appropriate fields to hiring managers

and recruiters who are working together to create a job opening.

A configurable recruiting process that presents users with context-sensitive menus of actions and

dispositions.

Candidate Gateway Guided Application Process

Candidate Gateway 9.2 enhances the applicant experience with a new guided application process that is intuitive to understand and follow. An attractive visual representation of the application steps persists across all application pages, showing applicants where they are in the process and increasing the successful completion rate.

The steps in the process are configurable and can vary depending on the job. Enhanced resume template configuration options now enable administrators to define optional substeps under specific steps.


September 2013


Guided application process

Terms and agreements that previously appeared at various stages during the application process are now presented all together at the start of the process. This lets applicants know the requirements of your organization before they begin their application, and they can opt not to apply if the terms do not suit them.

If a job opening includes prescreening, the prequalify step now occurs before applicants provide their resumes, ending the process for unsuitable applicants earlier than in the previous release.

A new Review and Submit page is presented as the last step of the guided navigation, giving applicants a view of all the information they are providing to the recruiting team and giving them a chance to make any changes prior to submission.


September 2013


Review and Submit step

Candidate Gateway Usability Improvements

Redesigned Candidate Gateway pages significantly improve applicants' abilities to manage their career searches. Applicants will enjoy usability improvements across all areas of Candidate Gateway.

Searching enhancements include an expanded basic job search that enables applicants to specify one or more locations and one or more job functions or job families.

Additional enhancements include “Apply” buttons next to every job opening, improved notifications, clearer status information for submitted and unsubmitted applications, and a redesigned interface for managing online job offers and their associated documents.


September 2013


The Job Search page

Account management enhancements include a requirement that applicants provide a name when they register for an account. The process for requesting assistance with forgotten user IDs and passwords has also been improved, and you can now configure the system to require applicants to provide an email during registration, ensuring that applicants will have a way to retrieve their forgotten credentials.

Expanded registration fields


September 2013


Configurable Careers Sites

New site configuration options provide more control over the applicant experience on your careers websites.

You can now display an optional branded welcome page that appears when applicants first access the site. This provides an opportunity to give candidates additional information about your organization or the application process before they begin.

An optional welcome page provides branding opportunities

Job search configuration options enable functionality such as searching by job family or job function, displaying hot job indicators in the search results, and choosing whether applicants initially see a basic job search or an advanced job search. Additionally, you can now control whether applicants are allowed to apply without a job opening.

Options that enable you to control the job application process mostly relate to the new Start step. You can control which terms and agreements the applicant must agree to before continuing past the start step, and you can provide instructional text or other notices as well.

You also now have the ability to require answers to screening questions.


September 2013


Expanded site configuration options


September 2013


Password Controls for Applicants

To provide enhanced security for Candidate Gateway, new password control options apply to passwords that applicants create in Candidate Gateway. Use password controls to configure expiration periods, password strength requirements, and allowable password matches.

Password Controls

Recruiting Home Dashboard

Recruiters can be responsible for filling dozens of job openings with large volumes of applicants for each of those jobs. They need to be able to look at their job openings, determine what needs to be done, and quickly take appropriate actions.

The new Recruiting Home gives recruiters, recruiting managers, and hiring managers a central dashboard for launching and performing recruiting activities. This page contains a collection of pagelets that show key alerts, metrics, schedules, and lists of the user's job openings and applicants.

Users can review summary information, perform searches, categorize job openings, send correspondence, and quickly access relevant details and frequently used pages. Users can personalize the layout and content of the Recruiting Home as well as the settings for individual pagelets.


September 2013


Recruiting Home Page

Pagelet Purpose

Quick Links Quickly link to frequently performed job actions

Browse Job Openings Use the new SES keyword search for job openings and see faceted search results

Browse Applicants Use the new SES keyword search for applicants and see faceted results

Time to Fill Recruiting metric that shows the time to fill job openings over a given period

My Job Openings View key information about job openings, categorize job openings, view the total number of applicants, and see how many new applicants have not yet been reviewed or acted on.

My Applicants View key applicant information, send email correspondence to an applicant, and review resumes and applications.

My Alerts View upcoming events, actions that need to be taken, and follow-up items to be pursued

Today’s Interviews View today’s interview schedule or access your full interview calendar.

My Applicants Lists Manage personal collections of applicants


September 2013


An additional pagelet for recruiting managers displays data for the job openings assigned to recruiters in the manager’s organization. The pagelet includes information for each recruiter as well as overall metrics for the organization.

Recruiting Manager Summary pagelet

Recruiting Pivot Grids

PeopleSoft Pivot Grid functionality enables users to visually display data and organize it on the fly by performing operations such as pivoting and filtering. Recruiting Solutions delivers four pivot grids that provide graphic views of important performance measures:

The Job Openings Open and Close Trend chart shows the number of openings that were opened

and closed each month.

The Job Openings Aging Analysis chart shows the number of open job openings of various ages.

The In Process Applicants chart shows the distribution of dispositions for applicants who are being

considered for job openings.

The Time to Fill chart shows the average number of days to fill for job openings that were filled

each month.

This data is available to recruiters, recruiting managers, and hiring managers through both the Recruiting Home page and the Recruiting Manager Summary pagelet


September 2013


Recruiting pivot grids

Manage Job Opening

The Manage Job Opening page provides a comprehensive view of job opening data and recruiting activities. Talent Acquisition Manager 9.2 offers significant productivity enhancements for managing job openings.

A new toolbar enables users to take actions on the job opening and perform navigations quickly and efficiently.

The numbers of applicants in each phase of the recruiting process are prominently displayed in a phase progression bar. (As in previous releases, implementers associate dispositions with the appropriate phases). The phase bar also provides one-click filtering so you can easily restrict the applicant list to include only applicants in a particular phase.

Within the applicant list, users now have easy access to the most common recruiting actions. With a single click, users are able to disposition the applicant as reviewed, route the applicant to others for recommendations, manage an applicant’s interview schedule, reject an applicant, or view the candidate’s application. Additional actions to disposition or manage candidates are easily accessed using the Other Actions drop-down menu.

Administrators can optionally enable a ratings widget that lets users assign applicants a one-star to three-star level of interest with a single click.


September 2013


Individual users can assign personal categories to job openings to facilitate searching and sorting. The process is similar to how users might categorize email in popular email clients: click the current category indicator (located on the new toolbar), and when the list of categories appears, click the desired category. Users can personalize category names and sort order.

The redesigned Manage Job Opening page

Related Content for Job Openings

The Manage Job opening page uses the related content framework to deliver two new graphical analytics for job openings:

The Applications Received versus Applications Rejected chart shows the number of applicants

rejected and the number of new applicants for the job opening over time. You can choose whether

to view weekly numbers or monthly numbers.

The Recruiting Phases chart shows the percentage of the job opening’s applicants currently in each

phase.

Access these charts using the Related Content drop-down menu on the Manage Job Opening page. Showing related content splits the window and displays the charts in a new resizable frame. Users can optionally open the content in a new window.


September 2013


Related Content frame displaying the Recruiting Phases chart

Manage Applicant

The Manage Applicant page has been redesigned to increase recruiter efficiency.

As with the Manage Job Openings page, one-click actions let the recruiter quickly view applications and resumes, mark the applicant as having been reviewed, route the candidate for further review, schedule interviews, reject the applicant, and print the application.

Key summary information about the applicant is available at the top of the page along with a toolbar that lets users take actions on the applicant and perform navigation quickly and efficiently.


September 2013


Manage Applicant page

Manage Application

The new Manage Application page provides a unified view of all recruiting activity for an applicant for a particular job opening.

The applicant's current disposition appears alongside one-click actions for common recruiting actions, and a drop-down menu provides access to additional actions.

A set of tabs displays detailed information about each recruiting phase that the applicant has gone through. Users can review:

The job application, resume, and questionnaire results.

Applicant notes

Details associated with each recruiting phase: routing details, interview details, offer details, and

hiring details.

Additional related information including contracts, pre-employment checks, and applicant

checklists.

The Manage Application page makes it easy to see where in the process the applicant is and what dispositioning has been done for that applicant.


September 2013


The Manage Application page

Search Enhancements

Recruiting Solutions 9.2 includes several search enhancements.

Oracle Secure Enterprise Search (SES) replaces Verity as the search engine for searching applicants and job postings. SES faceted searching drives the reinvented Browse Job Openings page and the new Browse Applicants page.

A new Search Applications component offers basic and advanced options for searching recruiting records, and the Search Applicants pages have been restructured for greater usability.


September 2013


SES faceted searching enables multidimensional filtering on the Browse Job Openings page

Talent Acquisition Manager Usability

Redesigned pages throughout Talent Acquisition Manager significantly improve users' abilities to manage the recruiting process. The improved user experience is apparent during all recruiting activities and phases. For example:

The cloning process for job openings now enables you to specify posting titles and statuses for the

clones, and the links to the newly created job openings are available on a new clone confirmation

page.

When you link an applicant to a job opening, you can see which job openings have screening

questionnaires that the applicant will need to answer.

The screening results page now includes summary information for each screening level, including

the number of applicants screened, the number who passed, the number who failed, and the

number who have not yet had their screening results applied.

The routing process now enables users to enter comments to be sent in the routing email.

The interview calendar has been redesigned, offering improvements for users in accessibility mode

as well for sighted users.

Offers can now be marked as accepted or rejected with a single click.


September 2013


Clone job opening enhancements

Flexible Job Opening Creation Process

Organizations where hiring managers and recruiters are each responsible for supplying certain job opening data will benefit from the availability of the new flexible job creation process.

This flexible process enables organizations to configure which job opening fields are visible to which recruiting roles during the job creation process. Different flexible process definitions can be applied based on a job opening’s business unit, job family, job code, department, and location.

Using this process allows managers to focus on the information that they are responsible for without being distracted or confused by fields that a recruiter will complete. When the job opening is no longer in draft status, all users including managers can view the complete job opening data.


September 2013


Field visibility settings for a hiring manager

Flexible Recruiting Process

The new flexible recruiting process enables organizations to establish different recruiting processes for applicants in specific dispositions. These role-based processing rules include:

Valid disposition transitions (these rules can also be different for internal and external applicants).

Valid actions.

As with the flexible job creation process, different flexible process definitions can be applied based on a job opening’s business unit, job family, job code, department, and location.

Based on the rules you set up, users who are performing recruiting actions or manually dispositioning applicants are presented with a limited list of appropriate choices.

For example, if an applicant is in Offer status, a flexible recruiting process could limit recruiters to the Accept Offer and Reject Offer actions, while not allow hiring managers to perform any actions.


September 2013


Allowed actions and transitions for applicants in the Offer disposition

Payroll for North America

PeopleSoft Payroll for North America combines an innovative approach to payroll processing with a full-featured system designed to ensure that you are always in control, on time, and processing payrolls with maximum efficiency. Whatever the size and diversity of your workforce, Payroll for North America provides all of the tools you need to run an efficient payroll operation. You can calculate earnings, taxes, and deductions, maintain balances, and report payroll data.

Self-Service Paycheck Modeler

Paycheck Modeler Video Feature Overview

Play Now

Oracle is proud to introduce the new self-service Paycheck Modeler. Paycheck modeling enables employees to simulate changes to their paycheck without updating the production tables. The goal of self-service paycheck modeling is to empower the employee with the ability to make payroll-related decisions without calling the payroll department or help desk. The end result is to increase employee satisfaction while reducing the workload of the payroll department.

Prior to this release, payroll administrators could simulate an individual’s paycheck using the Online

Single Check functionality in PeopleSoft Payroll for North America. Now, with Paycheck Modeler,

available through ePay, PeopleSoft Payroll for North America’s self-service module, employees can

investigate their own what-if situations and simulate their own paychecks.

https://stbeehive.oracle.com/content/dav/st/PeopleSoft%20Internal%20Training%20Sessions/Public%20Documents/VFOs/Paycheck%20Modeler/Paycheck%20Modeler.html


September 2013


Self-service paycheck modeling is offered for Payroll for North America U.S. employees. It is not available for U.S. federal government employees. Payroll administrators and PeopleSoft HR HelpDesk agents can use the new self-service Paycheck Modeler, but are encouraged to use the existing Online Single Check functionality instead as it has settings that are available only to them.

Paycheck modeling is useful for employees to quickly and accurately calculate and simulate paychecks for various scenarios, including:

The employee is working large amounts of irregular overtime and would like to estimate a check

with the overtime pay included.

The employee received a large IRS refund and would like to adjust their withholding status

accordingly and estimate the net take home pay.

The employee would like to modify various benefit costs to determine net take home pay during

Open Enrollment or a Life Event change.

Self-Service Paycheck Modeler start page

Paycheck Modeler is an integration of a modeler with live payroll and human resources and benefits records. It leverages the same payroll calculation batch programs and processes as the Online Single Check functionality of Payroll for North America.

Your system administrator has the ability to control which pay groups can access Paycheck Modeler, when they are allowed to use it, and what earnings and deductions employees are able to add to their model check.


September 2013


To help manage system performance, system administrators can also disable Paycheck Modeler to automatically prevent all users from accessing it when your regular payroll calculation and confirmation processes are running and automatically restore access when the processes complete. System administrators can also lock employees out of Paycheck Modeler components for specified temporary periods of time, control the number of users that can access the system at the same time, and control the number of times an individual employee can calculate a model check in one day.

Paycheck Modeler provides an intuitive user interface, using a new guided navigation in PeopleSoft. The user is required to agree with the Usage Terms and Conditions before they are allowed into the Paycheck Modeler. This customer-configurable text clearly articulates to the employee that using the Paycheck Modeling functionality is an estimate, not an actual paycheck calculation. Also, to protect your live payroll production data from impact, paycheck modeling data is stored in temporary work tables. Model paycheck results are cleared automatically when the user exits the Paycheck Modeler component, and modeling history is not retained.

Paycheck modeling pulls in the employee’s earnings based on their standard hours for a selected job. The pay rate as of the last confirmed paycheck is used and the deductions used are ones that are scheduled for the employee in the next open calendar.

Paycheck Modeling Results

The employee is able to make changes to their model check by editing or clearing the standard earnings/deductions amounts shown and by adding additional earnings/deductions. Employees are also able to model their check with a new tax withholding status for those tax jurisdictions that allow changes.


September 2013


The resulting model check is displayed in an easy to understand user interface that allows the employee to get the high level results as well as drill down into the details. Employees can print the modeled check and print the changes made. The printed modeled check does not contain the employee name, social security number or employee ID and will be watermarked to assure the printed version cannot be used to misrepresent a real paycheck.

Benefits

Today’s economy challenges organizations to do more with fewer resources. Employers have fewer HR/Benefits resources to prepare for and process annual open enrollments while still administering day to day personnel changes which impact benefit plan entitlements. Employee self service has become the means by which Benefits offices can successfully start to do more with less. PeopleSoft eBenefits self service reduces costs by automating many of the administrative tasks related to benefits administration.

One of the components of employee self service is the Life Events feature. Life Events is an employee driven process which allows for the completion of tasks in a Benefits business process relating to a life event change such as marriage, divorce or a new baby.

The Life Events setup process is enhanced to enable Benefits Administrators configure Life Events more effectively. A number of standard Life Events such as Marriage and Birth of Child are delivered out-of-the-box.

Life Events Video Feature Overview

Play Now

PeopleTools Activity Guide

PeopleSoft eBenefits 9.2 delivers a new Life Events guided process, through the use of the PeopleTools Activity Guide feature. This feature will allow organizations to process a list of action items through a guided process. Organizations are able to define event templates to support end to end HR/Benefits business processes and ensure uniform compliance with business policy and rules when changes in an employee’s work or personal life result in changes in their benefits. This process empowers the employee to make the necessary changes without the direct involvement of the Benefits Administrator.

Some key features of this new process are:

A welcome page provides employees with instructional text to help them with the process. This text

is configurable, allowing organizations to tailor the text to meet their needs.

The employee is given a list of actions items (steps they need to take) to complete their life event.

Organizations are able to add, remove, or change the order of steps, identify the required versus

optional steps, specify a dependent relationship between steps, and determine if the steps should

be grouped in a parent/child folder relationship.

Employees are able to navigate through the life event with ease. Employees have the option to

select a specific menu item to navigate through the process.

A visual guide to track the employee process is displayed to ensure the employee understands

what they have changed and what steps are left to complete the process.

https://stbeehive.oracle.com/content/dav/st/PeopleSoft%20Internal%20Training%20Sessions/Public%20Documents/VFOs/Life_Events/Life_Events.html


September 2013


An automated life event document upload and approval mechanism provides an easy way to

validate an employee’s life event status changes.

Once the employee has completed all changes, they are provided with a preliminary benefits

enrollment summary which they can view and/or print.

New triggers integrated from self service enable the automated enrollment process to better

support the immediate evaluation and assessment of benefit options available to the employee as a

result of work or personal life changes.

Life Event Template

Customers can define a life event template and specify the action items that form part of the template. For example, a customer can define an Adoption Event template and specify action items that need to be processed to complete the adoption life event. Additionally, customers can define the instruction text in each template.

Template Definition page

Life Event Category

Life Event Categories enable customers to define the Employee Self Service Life Event Selection menu (the menu available to an employee on the Life Event main page to select which life event to process). Based on the business needs, a customer can define custom life event categories (groups), and then specify the menu items (life events) within a category.


September 2013


Event Category page

Employee Self Service Life Event Selection menu

Life Event Rules

Life Event Rules determine the actions an employee can perform on a life event. A customer can define a set of rules for each life event type according to the practices established by the organization. For example, a Benefits Administrator can indicate whether proof is required for a life event type, or specify the maximum number of days that can elapse between the actual date of the life event and the date on which the employee enters the life event in the system. Additionally, the Benefits Administrator can add new event types in addition to the out-of-the-box Adoption, Birth, Marriage, and Divorce life event types.


September 2013


Life Event Rules page

Action Items

Action items constitute the steps that need to be performed, in order to complete a life event. Customers can define and group action items to configure a life event based on their business needs.

Action Item page

Additionally, a customer can copy an existing action item to another template for reuse. The customer can also assign the order of action items within a Life Event, indicate whether an action item is required, define parent and child (subsidiary) action items, and specify a dependent relationship to indicate if an action item can be started only after completing another item.

Benefit Clone Utility

The Benefits Clone Utility is enhanced to include the cloning of life events. The new feature enables customers to create a new life event by duplicating another existing life event, in addition to creating a life event manually. The new feature takes advantage of the scenario that many customers can have Life Events with similar action items, and simplifies the process of creating a new life event from scratch. The customer can then modify a cloned life event to suit the business needs.


September 2013


Benefit Clone Utility


September 2013


Employee Self Service Life Event Workflow and Usability

The Employee Self Service Life Event Benefit Enrollment process workflow has been improved and the user interface enhanced with the following components:

The activity guide process guides employees through the action items required to complete a self-

service life event. An activity guide pagelet to the left of the action item page lists all the action

items and sub-steps contained in the life event.

Activity Guide Pagelet

Icons to the left of each item in the pagelet indicate status change of the item as the employee processes the life event. The pagelet provides a visual indication when all the action items are completed.

Activity Guide Pagelet icons

If a step has a dependency on another step (as indicated by the blue icon), the employee cannot move on to the step until the dependency step is completed.

Standard buttons corresponding to action items enables an employee to easily navigate through

the life event. A Continue Later button enables an employee to temporarily exit a life event and later

resume the incomplete task. A Cancel button enables the employee to exit a life event and not

proceed with it any further.


September 2013


An automatic warning mechanism alerts the employee to save any required information, or to

submit an action item that has a dependent item.

A pop-up modal page enables easy addition of an employee’s beneficiary and dependant data.

A grid view ensures better visual representation of beneficiary and dependant data.

Hyperlinks to related URLs are organized in a related contents area.

Employee Life Event Descriptive Pages

The activity guide process guides an employee through the action items to be completed in a Life Event. The new release provides customers the flexibility to create a welcome page as the first step, which can be customized to include a greeting, a brief description of the steps involved in the life event and any additional information the employee may want to read before proceeding to the actual event.

Welcome page

Additionally, an exit page has been introduced out-of-the-box, which can be customized to include conclusion text for the life event.

A Maintain Text Catalog page enables customers to create descriptive pages for action items.


September 2013


Maintain Text Catalog page

Self Service Life Event Document Filing and Approval

Employees can upload documents required to process a life event. Based on the type of the employee life event being processed, the system displays the required document type(s) to be uploaded.

Life Events – Document Upload page

Depending on the Life Event Rules setup, if a document is required to be approved, the employee can proceed to benefits enrollment only after it is approved. If the required document is not available while processing a life event, the employee can navigate to this page via Self Service and add the document at a later point in time.


September 2013


An automated life event document approval process enables timely approval of the uploaded document. An e-mail notification is triggered to the Benefits Administrator when an employee uploads a life event document. The Approve Document Upload page lists all employee documents pending approval by a benefits administrator.

Approve Document Upload page

A document hyperlink enables the administrator to review the attachment. When a document is approved or denied, an e-mail notification is sent to the employee to take further action.

Self Service Benefit Election Review

After completing the action items, the employee can review the benefits information specified using the Benefits Election Review page.

Benefits Election Review page


September 2013


An employee can click Print to generate a new preliminary report, the Benefits Enrollment Summary Statement, in PDF format to review the selected benefit options, and then go back to any previous steps and make additional changes before completing the benefits enrollment.

Benefits Enrollment Summary Statement (1 of 2)


September 2013


Benefits Enrollment Summary Statement (2 of 2)

Customers have the flexibility to configure the Benefits Enrollment Summary Statement report to display or hide information according to their business needs, using the Enrollment Statement Controls page. For example, a customer can configure the report to hide investment and dependent information of employees.


September 2013


Enrollment Statement Controls page

Life Event Maintenance

Benefits Administrator can delete any incomplete life event for an employee using the Manage Life Event Instance page, instead of having the employee manually navigating to the life event and canceling it.

Manage Life Event Instance page


September 2013


508 Compliant eBenefits Pages

With the new release, all eBenefits pages are made compliant with Section 508 of the US Rehabilitation Act.

Health Benefit Enrollment Analytics

PeopleSoft Benefits 9.2 delivers a new Health Benefit Enrollment Statistics configurable pagelet that displays Medical Plan enrollments by Benefit Plan. This enables an administrator to see a high level view at a quick glance and provides the ability to drill into the enrollment details and view the counts for each plan.

Health Benefits Enrollment Analytics

Life Events Document Approval Delegation


The Life Event document approval workflow integrates with the HCM Delegation Framework, enabling Benefits Administrators to delegate the authority to approve Life Event documents uploaded by employees to another user if required. The Life Event document approval delegation feature enables a Benefits Administrator to:

Create a delegation request to allow a proxy to approve the document on his/her behalf.

Review the list of transactions delegated and the proxy assigned for each transaction.

Revoke or withdraw the delegated authority when required.

See Working with Self-Service Delegation for more information.

http://docs.oracle.com/cd/E39904_01/hcm92pbr0/eng/hcm/hhaf/task_WorkingwithSelf-ServiceDelegation-c97f7c.html


September 2013


Manage Delegation page

Email notifications will be sent to the delegator when new delegation requests are made, and to the proxy for any pending approval requests. The proxy can accept or reject a delegation request, and can approve, deny, or push back the Life Event document on behalf of the delegator.

My Delegated Authorities page

Note: To prevent situations of cascading or circular delegation chains, once the delegation framework passes delegated authority over a transaction to a proxy, the proxy cannot delegate authority over that transaction to another user. The delegation framework only passes authority over transactions from the initial delegator to the initial proxy.


September 2013


To maintain delegations and update any invalid requests, the HCM Delegation Administrator needs to run the Manage Delegated Authorities process on a daily basis. The Manage Delegated Authorities process enables the HCM Delegation Administrator to update request status and delegation status, revoke delegation requests that have expired, and update inactive proxies.

Maintain Delegation Authority page

See Processing Batch Delegation Requests for more information.

Benefits Eligibility for US Same-Sex Spouse

This functionality was delivered in PeopleSoft HCM 9.2 Update Image 5.

HCM Benefits has been enhanced to account for the new dependent relationship US same-sex spouse, and validate benefits eligibility options based on this new relationship. The following functionality has been added:

A new dependent relationship US same-sex spouse.

A new covered person type US same-sex spouse.

A new set of health coverage codes for US same-sex spouse.

The ability for a user to add the new same-sex spouse relationship to his/her personal data.

Setup for the US same-sex spouse feature is delivered with the system. The Benefits product provides new coverage codes which can be linked to a separate set of Benefits Tax Adjustment Rates used to calculate the taxation differences between states and locals vs. Federal. Depending on the benefits plan type, the following setup is recommended to implement the US same-sex spouse enhancement:

For health plans, new coverage codes are set up for the US same-sex spouse relationship, distinguished by the covered person type US same-sex spouse. Coverage codes 22 and 24 are delivered with the system.

For life plans, customers can set up new benefit plans for same-sex spouse.

The ability to check for spousal waiver is also available for US same-sex spouses similar to spouses, ex-spouses, and children of employees.

Absence Management

Every competitive organization needs a reliable absence management system to determine absence accruals, forecast eligibility for past, current, and future absence events, and properly determine payment of absences. Oracle’s PeopleSoft Absence Management provides a superior ownership experience by delivering a highly configurable and integrated solution for all of your global absence management needs.

PeopleSoft Absence Management 9.2 delivers enhancements in these areas:

Integration with Microsoft Outlook Calendar

http://docs.oracle.com/cd/E39904_01/hcm92pbr0/eng/hcm/hhaf/task_ProcessingBatchDelegationRequests-c97874.html


September 2013


Integration with Microsoft Outlook Calendar

Desktop Integration remains a high priority in the current enterprise environment. Organizations are looking to leverage their investment with their desktop products such as Microsoft Office.

For release 9.2, PeopleSoft continues its investment in the desktop application by integrating Absence Management with Microsoft Outlook Calendar. Absence Management leverages the existing Enterprise Components Desktop Integration technology. This new integration allows PeopleSoft self-service users to initiate absence requests directly from their Microsoft Outlook Calendar using a simple and intuitive user interface. They can manage their absence requests and monitor the approval process without having to directly access the PeopleSoft Absence Management application.

Submitting Absence Requests from Microsoft Outlook Calendar

Entering absence requests from the Outlook Calendar is as simple as entering a self-service absence request using PeopleSoft, but without having to log in to the system. With the integration, employees are able to request an absence from within their Outlook calendar and the absence will be automatically updated in PeopleSoft Absence Management. The user is then able to follow the approval process in Outlook.

The delivered integration uses single sign-on to authenticate and personalize the user experience by streamlining the type of absences that an employee is allowed to request and applies any edits according to the employee’s profile and role in the organization. All existing configuration and predefined edits defined in the PeopleSoft self-service configuration are used.


September 2013


Absence Management Request in Microsoft Outlook

Managing Professional and Personal Events from a Single Calendar

Users benefit from the integration by being able to manage a single calendar for their professional and personal events such as absence, training, work appointments, and family events. Outlook calendars can also be synched with mobile devices such as smart phones and tablets, allowing users to access their unified calendars anywhere and check the status of their absence requests on their mobile devices.

Bidirectional Integration Enhancements


Enhancements delivered in PeopleSoft HCM Image 9.2.001 made the integration between PeopleSoft Absence Management and Microsoft Outlook bidirectional. This means that the system can now publish absences created in PeopleSoft Absence Management to Microsoft Outlook Calendar. The system publishes absence information from PeopleSoft to Microsoft Outlook if you:

Create a new absence request.

Edit and absence request.


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Delete an absence request as an Administrator.

Void an absence request as an Administrator.

Cancel an absence request as an Employee or Manager.

Time and Labor

Increasing usability and maintaining optimal efficiency continues to be important objectives for organizations. PeopleSoft Time and Labor 9.2 addresses your business needs, based on extensive customer feedback.

PeopleSoft Time and Labor 9.2 delivers the following enhancements:

The redesigned Apply Rules functionality generates payable time and exceptions when the

employee or manager submits time using the timesheet.

You can lock down a timesheet and prevent editing, based on the company and pay group.

Enhancements to the Time Reporting Code (TRC) Program enable you to designate TRC

restrictions and access for time entry on the timesheet.

An enhanced timesheet with additional configurations provides users with a more intuitive page that

enables better control for both administrators and self-service users.

A configurable, optional, legal statement that the system displays when submitting a timesheet and

a new control that prevents other users from modifying the employee’s Timesheet. These

configurations assist in better change control and audit procedures.

Integration with a new Notification Framework within the Time and Labor Workcenter, enabling

administrators and managers to create and send on-the-fly or recurring announcements and/or

emails to a list of recipients.

A new Time and Labor Alerts Framework that provides configurations to automate business

policies monitoring and enabling administrators and managers to review and act upon alerts.

A new Time and Labor Workcenter provides a single point of entry for administrators and managers

to relevant work areas and proactively monitor critical status and transactions.

A new Time and Labor analytics using PeopleTools pivot grids is to access, view, analyze, drill

down, and take action on the data that is most important to the user.

The Time and Labor Dashboard displays various pagelets showing a quick synopsis of information

about a Managers direct report.

The In-Memory processing solution leveraged with Oracle Policy Automation allows the user to

provide capabilities to standardize and enforce consistent policy-based decisions throughout the

organization with simple to understand rules definitions..

New XML/BI Publisher Reports for reported time audit, leave and compensatory time, and printing

of the timesheet.

Adoption of Approval Workflow Engine for Overtime Requests.


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Apply Rules

PeopleSoft Time and Labor 9.2 enables you to define rules and then apply those rules from the timesheet. The real-time application of rules from the timesheet immediately establishes up-to-date output following any change in input that impacts the timesheet results, increasing timely completion of the payable time calculation. Users are able to easily make corrections and resubmit the timesheet to obtain updated payable time for payroll processing.

Timesheet showing the Apply Rules button

The system administrator can configure whether real time rules are enabled on the timesheet using the Time and Labor Installation page.


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Time and Labor Installation page

The Real Time Rules field enables the administrator to specify one of three options: real time rules are run when the user clicks the Apply Rules button on the timesheet, real time rules are automatically run when the timesheet is submitted, or real time rules are never run from the timesheet.

When the user clicks the Apply Rules button, or submits a timesheet, depending on the setting of the Real Time Rules field, the system applies rules to all of the time entries from the Earliest Change Date (ECD) through the last date shown on the timesheet.

Timesheet Lockdown

The Timesheet Lockdown feature enables administrators to control whether users can edit or only view time entries on a timesheet. Administrators can lock and unlock the timesheet during critical periods, such as payroll processing, to prevent users from modifying time entries.


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Timesheet Lockdown

Select the Lock field to prevent any changes to submitted timesheets for a pay group. Deselect the Lock field to allow changes to submitted timesheets for a pay group.

Click the Lock All button to prevent any changes to submitted timesheets for all of the listed pay groups.

Click the Unlock All button to allow changes to submitted timesheets for all of the listed pay groups.

Enhanced Configurations

The Time Reporting Template settings have been expanded so that administrators can suppress the display of fields on timesheets in order to allow the use of the application default settings. Administrators can specify whether approvers perform approval actions from a summary view or the detailed view. Time and Labor 9.2 also enables administrators to control the View By selection on the Timesheet to a specific view of Day, Week, or Calendar Period or to determine what sections users can see on the Timesheet.


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Time Reporting Template page

The Time Reporting Elements region enables administrators to specify reported data elements. The administrator can select each type of data reported by time reporters using this template. For each element, the administrator specifies whether the data type is not used, required, or optional.

The Approval Locations region specifies the pages used for approvals. Administrators specify whether approvers perform approval tasks from a summary view, the detail view, or either view in order to complete the task.

The Timesheet Controls region enables administrators to configure the view of timesheets. The View Selection field enables you to control the timesheet views that are available to employees. You can restrict the view to a Day, Week or Time Period. The other fields in this region enable you to control the sections that the user sees on the timesheet.

Additional Enhancements

New attributes are provided on the TRC Program that enable administrators to control TRC usage on the employee and manager Timesheet and the display order of the TRC when users select the TRC for time reporting.

Administrators can control who is allowed to edit an employee's reported time. You can configure the system to notify employees when someone else makes edits to their time. Legal statements can be defined as a means to sign-off on time entries from the Timesheet.


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In addition to the mouse-over popup feature that enables users to quickly view additional employee information, PeopleSoft Time and Labor 9.2 provides a mouse-over on the job description that includes additional fields such as Workgroup, Taskgroup, and so on. This enables users to view the information they need without navigating away from their business process.

The Timesheet Summary page displays last names and first names in separate columns to improve the efficiency by which users can sort the results in the table.

Time and Labor Alerts Framework

This functionality was delivered in PeopleSoft HCM Image 9.2.001 and further enhanced in PeopleSoft HCM Image 9.0.002.

The PeopleSoft Time and Labor 9.2 Alerts Framework provide building blocks to automate business policies. Alerts enable you to monitor frequent sick time, work, and overtime against a configured threshold and other business policies that impact your workforce productivity, helping organizations to control their labor costs.

Administrators and managers are able to configure alert rules to monitor transaction data for a single group or groups of employees. The alert rules enforce an organization’s business policies and generate alerts to specific recipients based on the configuration. The recipients are able to review the alerts and take action from the Time and Labor WorkCenter.

In PeopleSoft HCM Image 9.2.001, Alerts framework in Time and Labor captures the details such as planned and unplanned leave, productive and unproductive work hours, overtime frequencies', work patterns and leave balances. The alerts framework supports these basic functions:

o Define the circumstances that require an alert, which means what you want to monitor.

o Define who should get alerts for a given circumstance.

o Define to who is being monitored.

o Define the appropriate portal entry (component) to direct the recipient of a given alert when it is

opened for review.

o The user(s) Managers/Administrators who receives these Alerts can review and take action on

the relevant data.

o An integral part of the Time and Labor WorkCenter feature is the ability to proactively react to

changes.


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Alert Criteria page

Defines whose data is subject to what checks and who gets notification if there is a violation.

Decides the type of Alert, its source and associate it with a given period.

Qualify and quantify the data and criteria setting for acceptable limit or boundary for the data

that meets criteria.

Using the alert criteria, you can configure the criteria of each alert. The source of the alert

criteria defines the data which has to be monitored. Also, you can set the criteria based on a

defined calendar period.

TYPE SOURCE

Balances Compensation Leave/ Leave Plan table

Exception Exceptions

Limit Absence Event, Payable Time, Reported Time

Pattern Absence Event, Reported Time

Status Absence Event, Payable Time, Reported Time

Unprocessed Data Payable Time, Reported Time

Data Verification Payable Time, Reported Time


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Time and Labor WorkCenter

PeopleSoft WorkCenter Framework Video Feature Overview

Play Now

PeopleSoft Time and Labor 9.2 delivers a new Time and Labor WorkCenter that combines transactions, analytics, workflow, alerts, and reports into a configurable framework that can be tailored to each role-based user. This new WorkCenter provides a one-stop-shop that increases users’ productivity by streamlining and simplifying their work and providing access to all their needed information in one place.

The role-based WorkCenter directs the user to specific tasks they need to address in the My Work pagelet. Users are able to quickly access cross-module pages and run reports, processes, and queries directly from the WorkCenter.

Leveraging PeopleTools Pivot Grids, new Time and Labor transactional analytics are delivered that provide insight into employees’ time status, absenteeism, and attendance.

Using the Notifications Framework, administrators and managers are able to quickly notify users about time updates and pending approvals, and allow recurring reminders to be sent.

Time and Labor WorkCenter

The left side of the page provides two tabs at the top and multiple links to access user-specific information.

The right side of the page had been configured as a Dashboard and displays specific pagelets that provide the user with specific information as soon as they access the WorkCenter.



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Time and Labor Pivot Grids

In PeopleSoft HCM Image 9.2.001, the Pivot Grid enhancement in Time and Labor includes the following four pivot grid analytics.

Payable Time Trend

Time Categories Comparison

Payable Time by Status

Payable Time Labor Cost.

This example illustrates the Payable Time Trend pivot grid

Payable Time Trend pivot grid


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This example illustrates the Time Categories Comparison pivot grid

Time Categories Comparison pivot grid


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This example illustrates the Labor Costs pivot grid.

Labor Costs pivot grid

This example illustrates the Payable Time by Status pivot grid

Payable Time by Status pivot grid


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Time and Labor Dashboard

A new feature Time and Labor Dashboard has been introduced in HCM 9.2 PeopleSoft Update Image 5 that enables the Managers to view the transactional results. The dashboard brings up real-time and historical data, enabling managers to perform iterations of data analysis, drill into the details, and take immediate actions. The dashboard enables you to set performance thresholds for key labor indicators such as unplanned absences, overtime expenditure, scheduling adherence, and time exceptions. The Managers can make labor decisions based on real-time data and get alerts when your labor data does not meet the set performance thresholds or violates your business policies.

By integrating and configuring Oracle Policy Automation (OPA) with PeopleSoft Time and Labor, the Time Administration process calls OPA to execute the rules that customers define in an OPA rule base. This is achieved by calling a web service through PeopleSoft Integration Broker. The web service passes employee Time and Labor data to an OPA rule base. The OPA rule base evaluates the employee’s time for various types of premium pay the employees are eligible for. OPA generates a response back to the PeopleSoft Time Administration with the premium pay the employee is eligible for. This response is processed by Time Administration to create payable time that is passed to the payroll system.

Time and Labor Dashboard

Adoption of Approval Workflow Engine for Overtime Requests

PeopleSoft Time and Labor 9.2’s Overtime Request process adopts the powerful Approval Workflow Engine (AWE) technology, which can automatically trigger workflow notifications. Employees can enter overtime requests for a future date through a self service page and receive approval or denial notices. Through Manager Self Service, managers can view overtime requests and quickly check the amount of overtime employees have worked to date. The manager can then approve or deny the requests and enter explanatory comments. The feature also includes enables users to delegate authority for transactions using the HCM Delegation Framework.

New XML/BI Reports

PeopleSoft Time and Labor 9.2 deliver the following new XML/BI Reports:


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The Reported Time Audit report provides an audit trail for all additions, updates, and deletions to an employee’s reported time.

The Leave and Compensatory Time report provides a monthly view of all reported leave time, leave taken, and balances.

The Print Timesheet report enables users to print their timesheet from the Timesheet page.

Pension

PeopleSoft Pension Administration supports a wide range of functions necessary for day-to-day and periodic pension administration requirements. Pension Administration helps to streamline pension functions including data storage, individual and group benefit calculations, service purchases, buy-backs and preparation of pension benefit statements. Its robust functionality manages a diverse range of plans and options with configurable, plan-specific effective-dated business rules to expedite everything from eligibility to calculation of retiree and alternate payee forms of payment.

Service Purchase

Public sector pension plans have diverse provisions for purchase of service. Pension Administration 9.2 features an end-to-end solution with configurable rules that tailor the system to match an organization’s service purchase process.

The Pension Administration 9.2 Service Purchase enhancements include:

Extensive configuration options that support diverse service purchase provisions.

Automated eligibility determination, with an option for manual overrides if your rules permit this.

Cost calculations, with payment modeling based on the user-selected payment options.

Projection of the increase in retirement benefit due to the purchase of service.

Status tracking for the entire lifecycle of the service purchase request.

Integration with PeopleSoft Financials for tracking payments toward service purchase.

Automated establishment of cost in Service Purchase Accounts.

Eligibility Determination

The system determines a plan participant’s eligibility to purchase service for break periods such as leaves of absence. To determine eligibility, the system applies your configurable eligibility rules to the action/reason history in the participant’s job record. Service breaks that are not recorded in the retirement system can easily be added for evaluation and purchase.


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Eligibility determination

Cost and Payment Options

When calculating the cost to purchase the additional service periods, the system applies the calculation formulas and limits that have been configured.

To help participants in the decision process, the system calculates the effect of the service purchase on the eventual pension benefit, displaying the benefit both with and without the service purchase.

Multiple cost and payment options are modeled to give the member the most comprehensive data to aid in the decision to purchase or buy back service credit. Models apply the interest rates you specify and, depending on your rules, show options for lump sums, installment payments, and payroll deductions.

The overall status of the service purchase transaction is tracked to keep the member updated in this typically lengthy process. Payments are also monitored to provide status on the progress of the service purchase transaction.


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Estimates provide cost calculation, payment modeling, and benefit calculations

Integrations with PeopleSoft Receivables

Integration with PeopleSoft Financials enables an employee’s service purchase payments to be monitored by tracking open items in PeopleSoft Receivables. Messaging enables the pension system to communicate with the financials system throughout the Service Purchase process.

Global Payroll Core

Oracle’s PeopleSoft Global Payroll is a state-of-the-art, internet-based payroll solution that is built on a truly global architecture. The benefits of this architecture include streamlined application maintenance with one core product and a single rules-based engine and easy deployment and management across borders with consolidated information.

PeopleSoft Global Payroll Core 9.2 delivers enhancements in these areas:

Processing Monitor

Generic Banking Preparation Framework

Processing Monitor

Global Payroll Core 9.2 delivers the Processing Monitor to help you better administer and monitor payroll and absence calculations. The solution provides a single access point for processing statistics, indicating quickly when a transaction may have gone wrong during the different stages of the absence and payroll process. With the Processing Monitor, you can set your own thresholds in order to trigger visual alerts. This helps you determine whether the problem is related to a processing condition, such as a payee


September 2013


suspensions, cancellations or incorrect calculations to absence accruals or to gross and/or net calculations. The Processing Monitor enables you to see a summarized picture of the entire payroll and absence process and gives you the ability to drill down to pay group/calendar results at the department level, helping to determine the source of the problem rather than having to check into multiple components, pages, and search records. This single, one-stop-shop increases the efficiency of the payroll and absence administration processes.

Processing Monitor

Counts by Status

The Processing Monitor includes sections that present processing statistics by selection status, calculation status, and segment status. It presents this information both graphically and in easy to read grids. The statistics in the grids are organized by both status and calculation type.

Related Actions

The Processing Monitor provides a user with quick access via related actions to the components that are most commonly used during the payroll and absence administration process. You can access the Administrator Results, Calendar Group Results, Calendar Results, Payee Status, Payee Iterative List, and Payee Messages pages. In addition, you can drill down and monitor results at the department level directly from the monitor feature.


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Department Analysis using Pivot Grids

Through the use of pivot grids, the Processing Monitor enables you to drill down to the department level, making it easy to identify those departments that have had a variance on their payments such as overtime, bonuses and so on. These types of earnings may trigger a warning or error alert depending on your threshold settings.

Flexible Monitor Configuration

The Monitor Configuration page enables you to define what information is displayed in the Processing Monitor. By assigning an element list, you determine which absence accumulators are displayed in the Summary portion of the Processing Monitor for absence calculations. You can also use this page to define the thresholds that trigger the system to display errors and warnings in the Counts and Summary sections of the Processing Monitor.


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Monitor Configuration page


The banking preparation framework delivered in 9.1 to manage SEPA payments is enhanced for release 9.2 to handle all the current layouts supported by PeopleSoft FSCM Financial Gateway. This enables organizations with multinational operations to use PeopleSoft Financial Gateway as a central point of distribution for all of their payments.

Format Selection

When setting up your banking preparation definition, you are no longer limited to using the SEPA format. The setup is very flexible and generic, enabling any country to set up its own banking process.

Banking Preparation Definition page

Payment Transaction Review

With the new enhancements, the Financial Gateway sends a message to the HCM database when an error occurs that displays the status in the Results by Calendar Group component of Global Payroll. This streamlines the maintenance of the Financial Gateway Payment Preparation table. You can now view more information in the Payment Transactions page through multiple tabs and you can review errors from Financial Gateway in the Errors tab.


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Enhanced Integration through Related Content

Using PeopleTools Related Content technology, you can access an embedded version of the PeopleSoft Financials Review Payment Details page from the Payment Transactions page in PeopleSoft HCM. This feature enables you to check Payment Status details instantly within Global Payroll without having to log in and out of multiple databases or using a Portal solution.

HR HelpDesk

In an effort to optimize and streamline HR practices across the workforce in today’s collaborative enterprise environment, 9.2 HR HelpDesk and HR HelpDesk Self-Service continue to deliver superior HR service capabilities that enable organizations to maximize workforce productivity while lowering cost. This is possible only when workers can spend the bulk of their precious time delivering their assigned tasks without wasting too much time trying to resolve HR related issues or problems. The ideal HR service tool and processes must be tightly and seamlessly integrated to allow employees to quickly find accurate HR information at their fingertips so they can quickly resolve their HR issues and resume executing their core job responsibilities.

Improved HR service capabilities in 9.2 HR HelpDesk and HR HelpDesk Self-Service products that help deliver HR service excellence for any organization include:

Enhanced HR HelpDesk Self-Service

Effective Content Management

Ability to add Person of Interest

Quick Code Usage Counts

Automatic Creation of HR HelpDesk Cases


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Enhanced HR HelpDesk Self-Service

The faster employees can resolve their daily HR issues or problems, the happier and more productive they become in delivering workforce performance for your organization with greater satisfaction. The HR HelpDesk Self-Service product in 9.2 has gone through a complete facelift to enable organizations to provide optimized service delivery and improved user experience for employee self-service users. The 9.2 enhanced HR HelpDesk Self-Service has been redesigned and optimized to help employees quickly resolve all their HR issues and problems at ease with solutions that are more relevant, accurate and useful, leading to maximized call and agent interaction deflections for the HR service center. The highly-configurable solution content framework coupled with the robust knowledge management administration and efficient search powered by Oracle Secured Enterprise Search provide organizations the unsurpassed employee self-service tool they need to make their workforce more productive.

The improved 9.2 HR HelpDesk Self-Service is delivered with:

New HR HelpDesk Self-Service Home page

Redesigned FAQ page

Enhanced Search with faceted browsing that includes Solutions, FAQ, Known Issues, and Branch

Scripts

Intuitive and guided case creation process


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HR HelpDesk Self Service Home page

Improved HR Helpdesk Self Service

The HR Help Desk Self Service Home page is a dashboard which consists of the following pagelets:

Pagelet Purpose

Welcome Banner Greets the logged in Self Service user. It can include branding and a personalized message.

Quick Links Provides quick navigation to frequently used pages such as ‘Add Case’, ‘Chat’, and ‘Email’.

Search Allows searching for content including Solutions, FAQ’s, Known Issues and Branch Scripts using a keyword or by browsing using facets.

Top Solutions Displays a pre-defined list of top solutions as defined by the administrator for users to quickly select and view the solution details.

FAQ Displays a pre-defined scrollable list of Frequently Asked Questions within various Solution Libraries as defined by the administrator for users to quickly select and view.

Known Issues Displays a pre-defined list of known issues as defined by the administrator for users to quickly view and optionally select to be notified about the progress of the case.


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Pagelet Purpose

Discussion Forums Displays a list of discussion forums from PeopleSoft Interaction Hub for users to view the discussions.

My Recent Cases Provides a list of recent cases related to the current user for the user to quickly access and act upon as appropriate.

Action Links Provides a list of links to other applications, such as HCM, EBS, or Campus Solutions, as defined by the administrator for easy access.

Redesigned FAQ page

A new FAQ page is delivered which lists the FAQ’s by topic. Selecting one of the FAQ’s displays the details for that FAQ on the page.

FAQ page


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Enhanced Search

HR HelpDesk provides content searching and browsing using Oracle Secure Enterprise Search. Users can either enter a keyword to search, browse using the facets, or a combination of both to search across Solutions, FAQ’s, Known Issues, and Branch Scripts and narrow the results to quickly find and view the information needed.

Content Search page

Case Creation Process

Display templates are used to allow administrators to configure the number of steps and fields appropriate for the case creation process.


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Case Creation Process

After a case is created, the Case Details page displays with either Case Information or Search Solutions displayed depending on the Business Unit configuration. If the Search Solutions tab is displayed, the keyword field defaults with the case summary and a list of results based on the case summary displays in the results grid.

Effective Content Management for HR HelpDesk Solutions

In order to provide accurate HR information and solutions to the workforce, solution contents must be effectively managed with appropriate visibility, administration, authoring and review process controls in place. It is imperative that solution contents be carefully authored and administered so that only the quality and accurate HR solutions get published to the workforce for effective issue resolution.

To help streamline the solution content management, the new concept of Content Ownership is introduced in 9.2. Similar to PeopleSoft’s existing Role paradigm, the new object entity defines the ownership of specific solution contents. Multiple users can be assigned as members of the Content Owner who have the administration privilege to author, review and approve any solutions that belong to the specific Content Owner. Corresponding Active Analytic Framework (AAF) terms are also delivered to help drive notifications if necessary.

Each solution belongs to a Content Owner and is defined with effective Start and End dates which determine the availability of the solution to the workforce through solution searching. When the solution becomes active within a valid range of effective dates, it is automatically built into the search collection and made available for search to the workforce immediately.


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New Content Owner and Effective Dates in Solutions

Ability to Add Person of Interest (POIs)

In 9.2 HR HelpDesk, users are able to “Quick Create” Persons of Interest (POIs), such as pre-hires, retirees, spouses and attorneys, directly from HR HelpDesk Worker 360 and Case component. Additionally, one is able to “Create Person of Interest” right from the search page if the interested POI is not found during the search.

Quick Code Usage Counts

To help effectively manage Quick Codes used in categorizing cases, new Usage Counts are delivered to keep track of how many times each Quick Code is used and assigned to new and existing HR HelpDesk cases. Based on the frequency of the usage, the administrator can review the Usage Count and decide to either improve the quick code further or retire it completely out of production if it is not used at all.

The Usage Count is added to the Quick Code setup page as well to show up in the Quick Code search result. For an individual Quick Code, the administrator is able to see when it was last used.


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Quick Code Usage Count

Automatic Creation of HR HelpDesk cases

The case creation process in 9.2 has been drastically improved to automatically create an HR HelpDesk case when specific actions have been triggered in PeopleSoft HCM Employee Self-Service or Manager Self-Service transactions. For example, when personal profile or job data is changed in the PeopleSoft HCM system, corresponding AAF policies are triggered automatically to create a new case in HR HelpDesk. Users can selectively configure which HCM transactions should trigger the creation of a new case in HR HelpDesk. HCM transactions triggering the new case may include Personal Information, Payroll and Compensation, Benefits, Leave Transfer Requests, and Learning and Development for the Employee Self-Service, and Job and Personal Information, Compensation and Stock, and Learning and Development for the Manager Self-Service.


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Here is an example of an AAF policy that will automatically create a case:

AAF Policy

HCM Integration with Taleo

PeopleSoft HCM 9.2 now provides an integration solution with Taleo Recruiting that enables the customers to utilize the recruitment functionality defined within Taleo Application, while they continue to use PeopleSoft for their day-to-day HCM business processes. The integration model allows the customers to create and manage job requisitions in the Taleo application using Organization, Location and Job Fields (OLF) defined within PeopleSoft.

Note. The integration is currently generally available only to new Taleo customers that have yet to

begin their implementation of Taleo Recruiting, subject to meeting the PeopleSoft and Taleo pre-

requisites. It is under controlled availability for customers that are already live with Taleo Recruiting, but

are interested in exploring the options to migrate their existing custom integrations and are undergoing

any change management associated with meeting the pre-requisites. You can contact your Client

Executive or Account Manager for additional information on qualification and next steps.


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Scope of integration

PeopleSoft 9.2 integration is certified against Taleo version 13A and above.

Synchronization of PeopleSoft HR Foundation Information with Taleo to enable requisition creation and applicant tracking in Taleo.

Retrieval of candidate information pertaining to selected applicants from Taleo, to process hiring in PeopleSoft.

Workflow e-mail notifications to be sent to the concerned people informing about the errors of the data synchronization or candidate retrieval process.

Enable integration specialist to capture and troubleshoot errors from PeopleSoft user interface.

Enable internal employees in PeopleSoft to search and apply for a job in Taleo.

Enable Hiring Managers in PeopleSoft to view Taleo recruitment statistics in PeopleSoft Manager Dashboard.

Managing Roles and User Profiles

To ensure access to all functionalities associated with the PeopleSoft HCM 9.2 – Taleo integration, you need to associate each user ID to the correct permission lists and roles. This involves:

Confirming permission lists for integration-related roles.

Adding integration-related roles to user IDs.

Setting Up Web Services

The data transformation between the PeopleSoft and Taleo is through the Bulk API web service. The transfer of data from the PeopleSoft environment is supported by PeopleSoft Integration Broker web service messages. PeopleSoft delivers the web service message structure as part of the PeopleSoft HCM 9.2 to Taleo integration, but you must take the following steps to complete the Integration Broker configuration:

Set up and activate service operations, handlers, and routings.

Set access to permission lists.

Configure routing connector properties.

Activate queues.


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Adding Taleo Certification

Usually the Taleo certificates are added automatically, as both PeopleSoft and Taleo are both under Oracle umbrella. However, if the Taleo certificates are not added, you can do the same by following the steps below:

1. Download the certificate to a local path.

2. Load the certificate into File Manager.

Setting up Taleo Integration

PeopleSoft introduces a new component - Configuration Wizard, which guides you step-by-step through the integration setup. The main steps are:

Define Taleo integration installation options.

Define the PeopleSoft Companies and associate the Business Units to be used for the Integration.

Define the Error Codes associated to this Integration.

Define Domain Value Maps used in the Integration.

Analyzing the Source Data

Before embarking on synchronizing Taleo and PeopleSoft, we recommend you to perform a readiness check on the data in PeopleSoft side to ensure a smooth and error-free data transformation. The Source Data Analyzer reports enable you to verify the data on the PeopleSoft side with Taleo, against a set of predefined compliance conditions.

The reports allow you to analyze if PeopleSoft data is ‘Ready’ for Taleo integration by checking if the

source data meets the following criteria:

Locations without Country value in the address.

Locations without State value in the address. Some countries without states, like Singapore, are

treated as exception.

Locations without City value in the address. Some countries without cities, like Singapore, are

treated as exception.

Employee who doesn’t have a User profile in the system.

Employee who has more than one User profile to which he/she is associated.


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There are two types of Source data Analysis Reports for Taleo:

Product Readiness Summary: This report lists all the defined conditions that have to be met for

the Integration and the count of the number of rows that do not meet these conditions

Product Readiness Detail: This report lists all the defined conditions that have to be met for the

integration and gives you the count of the rows that do not meet these conditions. This report also

has all the data that does not satisfy the mentioned condition. For each of the defined conditions,

you can generate a detail report.

Note. This is an optional step; but we recommend you to follow this step and correct data, to avoid

errors in the transformation.

Sending Data to Taleo (Outbound)

An initial batch load synchronizes the system’s data with the ongoing day-to-day activities to keep both the systems in-sync. It also retrieves the new hire details from Taleo at regular intervals, based on the decided cadence.

Any form of data creation or modification on PeopleSoft side pertaining to the identified entities would amount to certain set of maintain integration activities to sync-up the changes with Taleo. Fetching new hire details from the Recruiting system and processing the Hire in PeopleSoft that the Integration Specialist performs on a regular basis would also be considered under this head.

Use the Run Control search page to run the batch or incremental load process. We recommend you to use one Global Run Control Id for an installation. You need to run the Full Data Publish process once at the beginning, and thereafter, run the Incremental Load to synchronize the latest data modifications with Taleo.

Receiving Data from Taleo (Inbound)

As part of the inbound process, PeopleSoft receives a Final status document as well as the Candidate data from Taleo.

Final Status Document from Taleo

After data is sent to Taleo in the outbound process, PeopleSoft receives an acknowledgement key to let you know that the data sent is received on the Taleo side. However, this does not confirm if the data that was sent from the PeopleSoft side has fit in to the Taleo database successfully or has it failed due to some inconsistencies in the data sent from the PeopleSoft side.

To know the status of the data sent to Taleo, you have to continuously ping Taleo using the Application Engine program TI_GET_RSLT, until you get a response. The Application Engine is scheduled to run at least once a day on the PeopleSoft side, so that it can continuously check with Taleo for the status of the data sent. The recommended frequency is to schedule the process to run every one hour or 30 minutes, based on the customer requirement and the volume of transaction data. After transformation process is complete, you need to again run the TI_GET_RSLT program. We recommend you to configure it as a scheduled task.

To get the status immediately, you can also run the application engine manually from the System Process Request page.

Candidate Data from Taleo

Once a person is hired on the Taleo side, the Candidate Data is transferred to PeopleSoft. This section explains how the Candidate Data is received at the PeopleSoft end.


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Note. Some of the data received from Taleo may have a higher field length than the maximum allowed

field length for fields in PeopleSoft. In such cases the data received from Taleo will be truncated before

being pushed to the PeopleSoft tables.

Receiving HR Data from Taleo

The process retrieves candidates from Taleo that are made ‘Ready to be hired’ since the date/time values passed in ‘Fetch since Date’ and ‘Time’ field. After the PeopleSoft process displays the status as ‘Success’, navigate to the Integration Monitor and check the integration status. Select the Integration Type as ‘Inbound Data Synchronization’ and click the Refresh button to check the status of the Bulk API Document request.

Candidates retrieved using this process queues up in the Manage Hires queue, ready to be acted upon by an HR Administrator for Hiring. The candidates will be listed in the Manage Hires queue, irrespective of the usage of Requisition Templates. In case the recruiter is not using the Requisition Template, only the table set validated attributes will be displayed in the Person or Job components. The HR Admin receives an email when a new person is added to the queue. For any reason, if the ‘Fetch since Date/Time’ is modified while running the process, and that results in retrieval of specific candidates who have already been fetched to PS Manage Hires, the process will update the existing entries of such candidates in Manage Hires Queue with the latest information from Taleo. If the person data and/or job data is added for a candidate in Manage Hires, then the data will not be updated for that candidate.

Reviewing Transformation Errors - Integration Monitor

The Integration Monitor is the place where the Integration specialist can view the errors that occurred during the transformation process. It displays the errors only for the immediate last run and has the capability to filter the errors before displaying based on set criteria. Before the actual errors are displayed in the grid, the integration specialist is expected to retrieve the status of the individual message sets pertaining to the individual Business Objects. Once the status returned for any of these objects reaches a status of completion, the Error filters open up to allow the user search for the errors. A link to People Tools web services monitor opens up if the process goes to Error for any reason. The individual Business Object status group box would be a collapsible area that minimizes when the user actually searches for the error and the error grid is displayed. This area goes invisible when errors for Inbound Candidate Retrieval process are being searched for.

You can use the Integration Monitor page to view the status of data synchronization process (both Outbound and Inbound). It also provides you with a snapshot of the errors encountered during the process. Integration specialist or HR Administrators are expected to fix the errors after checking the Integration Monitor, so that when the next incremental load process is run and these error rows are re-synchronized, the transformation runs without any error.

The Integration Monitor has three main functional areas:

1. Status Monitor: This enables you to track the status of each message key request sent to Taleo.

2. Apply Filter: Once the message keys reach a state of completion, the fields in Apply Filter are used to view all or selected types of errors that have occurred.

3. Error Summary: This displays the list of errors found in the error log based on the filters applied.

PeopleSoft holds only the latest run’s error details in the error log, and the history data is purged once the immediate next run is triggered.


September 2013


Email Notification

Once errors are logged in the Integration Monitor, separate workflow emails are sent to the Integration specialist informing him/her about the errors. The email includes an embedded hyperlink that opens the Integration Monitor page. The Integration Specialist can open the page and search for error details using the filters available.

Note. For email notifications, you need to configure HCM Portal node in the URLs in emails.

Hiring the Candidates Using Manage Hires

The existing Manage Hires page is used to add a person based on the Candidate information received from Taleo.

The following new fields are now available on the Manage Hires page:

Company

Location

Hiring manager Once the HR Administrator clicks on the “Add Person” button, the New Hire information from Taleo gets defaulted in Personal Data Component.

The following set of candidate information would default to Personal Data component for the newly created Person in the PeopleSoft system:

Last Name

Middle Name

First Name

Email (Email Id coming from Taleo is loaded in PS Personal Data component using type “Other”)

Home Address

Home Address2

Home City

Home Zip Code

Home Phone

Work Phone

Mobile Phone

Pager Number

Birthday

Home Candidate Country ISOAlpha 3

Home Candidate State Province ISOAlpha 2 digit abbreviation The following set of candidate information would default to Job Data component for the newly created Employee/Contingent Worker in the PeopleSoft system:

Offer Actual Start Date

Requisition Organization

Requisition Primary Location

Requisition Work Location

Requisition Job Code


September 2013


Once a candidate is successfully hired in PeopleSoft, the latter triggers a real-time Bulk API update to modify the value of the dedicated UDF to “HIRED” in Taleo during the next incremental synchronization. This is to provide a mechanism for the system to identify already Hired candidates when the same is retrieved multiple times from Taleo system.

Viewing Taleo Information on HCM Manager Dashboard

HCM Manager Dashboard now holds a new pagelet – Taleo, which holds the recruitment related statistics and hyperlinks to the Taleo Application. This enables the Hiring Managers to seamlessly navigate to Taleo and take actions. The Single Sign-On ensures that any user logged into the PeopleSoft application need not provide the login credentials again when they navigate to Taleo using the Dashboard links.

HCM Manager Dashboard with the Taleo Pagelet

The Taleo pagelet displays the count of requisitions and candidates by utilizing the Taleo External web service API calls. The number of API calls made to display this information will be counted towards the customer’s daily usage limit. The customers can turn off the dashboard if they want to use their web service API call limit for other applications.

The Personalize Content secondary page has an additional checkbox which allows you to decide if you want to see the Taleo pagelet on the HCM Manager Dashboard page or not.


September 2013


Personalize Content page with ‘Taleo’ check box


September 2013


Country-Specific Enhancements

PeopleSoft Global Payroll 9.2 is delivering enhancements for the following countries:

Brazil

China

France

Spain

Switzerland

Thailand

UK


Brazil

PeopleSoft Global Payroll for Brazil 9.2 delivers two important features to better manage termination process:

Mass Simulation for Termination

Mass Termination and Complements for Termination Payroll

Mass Simulation for Termination

The Mass Termination Simulation Process enables organizations to simulate mass terminations or layoffs to anticipate the cost associated with the staff reduction, based on a list of criteria that can be selected. The Mass Simulations Process leverages the off cycle advance payment functionality from Global Payroll Core. The system calculates earnings and deductions for terminated payees outside of the normal payroll cycle.

After defining or reviewing Termination Setup, a user enters Mass Termination Simulations Data and Request in the Mass Term Simulation Data page.

In the Payee Detail page, employees can be added to be part of the simulation either by selecting a group ID or organizational criteria, such as Establishment ID, Union Code, Business Unit, Department, or Job Code.

Additional earnings that will be paid can be selected as part of the simulation termination process. The Insert/update payees button enables users to review and manage payees to be processed. Once the data is entered, the off cycle request data can be reviewed and off cycle termination process will be calculated and reviewed.


September 2013


Payee Detail Page

After running the Mass Simulations Process, the results can be reviewed in the Results by Calendar Group component. Since this is a simulation, this payroll cannot be finalized.

Mass Termination and Complements for Termination Payroll

The Mass Termination and Complements for Termination Payroll process automates the management of terminations and its complements as off cycle demands.

The process enables the user to:

Extract data from Job for terminated employees based on a period and a set of additional criteria

such as job code, group ID, and so on.

Manage complement information like mass increases or manual element complement that needs to

be paid to employees.

Create an off cycle calendar for a specific pay group and calendar period.

Preview the list of employees to be inserted into the on-demand off cycle calendar.

Automatically insert in the original termination calendar earnings to be paid as complements


September 2013


After defining or reviewing Termination Setup, and after termination data is entered in Job for concerned employees, Mass Termination and Complements Process information can be entered. Users can create the Mass Termination and Complements Request in the Mass Term & Comp Data page.

Mass Term & Comp Data page

The data that can be selected is:

The type of process (Mass Process Option) to be run: Termination or Complement

Complement set up options: select the Salary Increase checkbox to take salary increases already

entered in Job data into account during the Mass Salary Increases process

The payroll calendar ID in which complement for termination payroll will be paid.

Employees to be processed either by selecting a group ID or organizational criteria (Establishment

ID, Union Code, Business Unit, Department, Job Code)

Additional earnings that will be paid as part of the complement or termination process.

The user is able to review and manage Payees to be processed as well as their Termination information from here. Once the off cycle request data is reviewed, users can calculate the off cycle termination process and review the Payroll Results.


September 2013


China

PeopleSoft Global Payroll for China 9.2 delivers enhancements in these areas:

Payroll Budget Control

Payroll Workflow Approval

Public Housing Fund and Social Insurance

Payroll Budget Control

With PeopleSoft Global Payroll for China 9.2, you can define a payroll budget for your headquarters and child companies and departments at the beginning of a budget period and monitor your payroll actual costs against the budgeted amounts during that budget period.

A new Payroll Budget Administrator role is delivered specifically for the payroll budget control feature. Users who are granted the new role are able to:

Define budget periods.

Define budget items and associate them with payroll accumulators.

Create company trees or department trees (using Tree Manager) that will be the budget distribution

structure.

Set up budget organization tree security.

Enter total budget and distribute it to child companies and departments, following a top-down

distribution.

Adjust budget values during the budget period. History is tracked.

Define budget alerts rules and run the related alerts report.

Run a comparison report to compare payroll results against budget.

The Payroll Budget Administrator role is in addition to the existing Payroll Administrator role, which

continues to associate items with accumulators and run and finalize your payroll.

You can have one or multiple Payroll Budget Administrators. To manage the budget for all of your

organization units, a Payroll Budget Administrator will, using the existing company and department

PeopleTools tree structures, create a tree of your organization’s budget units (one that mirrors your

existing organizational hierarchy) and then build the budget relationships through the parent tree.

They will set a total budget value for the top-level organization and distribute the value to the child

organizations. The child organizations can then distribute their values to the next levels. The total

budget will be comprised of the reserved budget, the distributed budget, and any undistributed budgets,

with the total budget value not to exceed the overall top-level organization budget.


September 2013


Budget Distribution CHN Page

The Payroll Budget Administrator can adjust the budget value in the middle of the budget period with

those changes tracked in budget history information. The role can also run the comparison report at the

end of the budget period to get a detailed comparison report on each budget unit.

Payroll Budget Comparison Report (sample)

A Payroll Budget Administrator can also set up alert conditions in the budget distribution component

and configure alerts for different durations. The role can then use a budget item, budget period, and

organization tree to determine the actual budget item cost to compare with the alert condition.


September 2013


Payroll Workflow Approval

In China, it is often a business practice to require the Payroll Administrator to obtain payroll calculation approval before finalizing the payroll. PeopleSoft Global Payroll for China 9.2 will deliver a new Payroll Approval role to support this requirement.

Users who are assigned the new Payroll Approval role will be able to:

Submit a payroll approval request to the appropriate approver using the new Request Payroll

Approval CHN page. A notification will be sent to the approver based on the Approval Setup

Configuration.

Monitor the approval status and track approval history.

Payroll Administrators are able to:

Run payroll calculation using the Calc Absence and Payroll CHN transaction. This transaction has

been modified so that after the Calculate step, the Finalize check box remains disabled until the

final approver has approved the payroll reports.

Run and review three delivered payroll reports (salary details, salary summary, salary discrepancy),

using the new Payroll Approval Reports CHN component. Reports enable the administrator to

perform a comparison between two calendar groups to track any discrepancy.

Submit a payroll approval request to the appropriate approver using the new Request Payroll

Approval CHN page. A notification will be sent to the approver based on the Approval Setup

Configuration.

Monitor the approval status, and track approval history.

Recalculate payroll and submit a new approval request if the first approval request is rejected.

Finalize payroll when approval is obtained.


September 2013


Setup Process Definitions page showing Payroll Approval Process setup

The delivered payroll approval process leverages the standard Approval Workflow Engine (AWE) and

the standard Delegation Framework, allowing the approvers to:

View approval requests submitted to them via email (AWE), worklist (AWE) or through the new

Payroll Approval CHN page in Manager Self Service.

Review reports from the Payroll Approval CHN page.

Approve, deny, or push back the approval request, or re-assign it to another approver.

Payroll administrators have the ability to configure an approval process with multiple approvers and to

set up delegations using standard capabilities of the Approval Workflow Engine (AWE) and the

Delegation Framework.


September 2013


Public Housing Fund and Social Insurance

A common business requirement in China is to have a benefits administrator manage Public Housing Fund and Social Insurance (PHF/SI) information while the payroll administrator manages other payroll information and processes.

PeopleSoft Global Payroll for China 9.2 includes new and enhanced features to support this business practice, including the new Benefit Administrator role and these improvements in security, performance, and usability:

Security: The new Benefit Administrator and existing Payroll Administrator roles are segregated.

Performance: Large brackets are replaced by new components.

Usability: Brackets and the Element Assignment By Payee transaction are replaced by new

components specifically for PHF/SI management. The Specify Contributions CHN page that was

previously used to manage PHF/SI information is removed. New arrays fetch PHF/SI setup, and

data from the new components and the PHF/SI related formulas are modified to accommodate the

new logic. Existing PHF/SI deductions remain unchanged and existing reports are slightly modified

to accommodate the new design.

PHF/SI Setup CHN page

The new Benefit Administrator role is able to:

Access the new PHF/SI Contribution Setup component to maintain PHF/SI prompt tables. (The

Payroll Administrator component is Variable Details.)


September 2013


Access new components (that replace Brackets) to store PHF/SI country’s legislative data and

company setup data. The new Benefit Administrator components include:

Mapping PHF/SI Cont Area CHN (Payroll Administrator component will be Mapping PHF/SI Tax

Area CHN.)

Salary Guideline Cont Area CHN (Payroll Administrator component will be Salary Guideline Tax

Area CHN.)

PHF/SI Setup CHN

Company PHF/SI Setup CHN

Access new components that replace the Element Assignment by Payee component, to store

employee PHF/SI data for overrides and other useful employee information for PHF/SI calculation

and reporting. The new components include:

Define PHF/SI Sequence CHN

Payee PHF/SI Setup CHN

Access components to run PHF/SI reports.

France

PeopleSoft Global Payroll for France 9.2 delivers an enhancement in this area:

Application Framework

Application Framework

The Application Framework feature is enhanced to support the new N4DS format for year end reporting and the new paperless Employer Certificate (“Attestation Employeur Dématérialisée”), both being enforced as of January 1st, 2012, in lieu of the previous DADS format and the previous Assedic certificate paper form. Various usability enhancements are also delivered to support more frequent use of the feature as the new Employer Certificate is to be provided for all terminated employees.

Enhanced Run Extraction FRA page

In order to improve usability and flexibility to change parameters on run time, a hyperlink has been added to the Run Extraction FRA page to access the Define Extraction data page, which now opens as a modal window. The user can change the parameters on the Define Extraction Data page and return to Run Extraction page for further processing.


September 2013


Run Extraction FRA page and Define Extraction Data page (in modal window)

Enhanced Input Extra Data FRA page

The Input Extra Data FRA component has been modified to provide extra data based on Node and Attributes setup. This page can be used to add additional employee data to the GPFR_AF_EXTRACT output record.

Support for N4DS Year End reporting format as of January 2012

The new N4DS format for year end reporting is delivered in Global Payroll France as a new application (N4DS2011) in Application Framework. Going forward, the new N4DS format will be the base of all applications delivered in Application Framework to support year end reporting.

Support for Employer Certificate changes as of January 2012

The new Employer Certificate contains information about terminated employees that has to be transmitted to the Unemployment Agency (“Pôle Emploi”), through a N4DS format file. The new Employer Certificate is delivered in Global Payroll France as a new message (DN-AC) of the N4DS2011 application, and the data extraction is performed through a new run control component which:

Displays employees to a given user based on tree security.

Shows the list of terminated employees eligible to Employer Certificate processing.

Allows the user to remove employees from the list.

Generates automatically extraction IDs.

Allows the user to generate simultaneously the Employer certificate file and other mandatory

termination reports (Work Certificate, Last Payment Receipt).

Generates automatically the sequence number requested by the Unemployment Agency.


September 2013


A new component is delivered to update the extracted data that allows the user to:

View extracted data in a visual fashion, following the structure of the file.

View the PDF generated by the Unemployment Agency for each employee.

Update and validate data based on calendar group ID and the sequence number, for which the

extraction was run.

Keep data entered or updated manually in records when the extraction is run again.

Spain

HR localization for Spain 9.2 delivers an enhancement in this area:

AFI

AFI

The AFI feature in HR localization for Spain streamlines the business processes related to hiring.

When a company hires a new employee in Spain, the hiring information must be communicated to various Government Agencies via mandatory reports. Prior to release 9.2, the reporting process was more complex and time consuming, as some data linked to the Contract were not synchronized and you had to enter the data more than once, and sometimes at run time.

PeopleSoft HCM 9.2 introduces an easier and simpler data entry option for Spanish customers. Instead of entering data in multiple pages, now you have a single data entry point where you can enter all data at once. An example of a process made simpler is the Hiring Process.

Furthermore, the new interface guides you better during data entry. You need to enter only the data needed for a specific contract or action. In addition, the data entry validation ensures that you have entered the mandatory data.

Data Entry Changes

The new Update Contracts ESP component enables the user to:

Manage contract actions.

Manage contract clauses.

Manage contract signature data.

Print a copy of the contract directly.

Enter data for AFI reports.

Enter payroll data.


September 2013


Manage Contract Actions

The new Contract Data ESP page populates the fields depending on the Contract Action and Contract

Type selected. For example, in the case of permanent contracts, the fields Contract End Date, Contract

Duration, and Duration Units are hidden. However, for temporary contracts, these fields are visible in

the page and are mandatory.

The Contrata Status link on the page introduces an option to view and track the status of Contrat@

communications.

Contract Data page from the new Update Contracts ESP component

Manage Contract Clauses

You can enter the HR data for generating reports that depend on the contract on the Contract Clauses

page. The Contract type determines the data displayed on this page and the contract templates that

can be selected. Data entry validation verifies if the user has entered the mandatory data. You can also

verify the Job Data Details from this page.


September 2013


Contract Clauses page from the new Update Contracts ESP component

Manage Contract Signature Data

The Contract Signature page enables you to enter the data needed for contract signatures, representative, signature date, and signature city. You can also enter tutor details, if needed.

The page also enables you to print the contract, including the contract annexes. Click the Print Contract button to print the contract based on the selected SPEE template. Additionally, you can manage the basic copy. While managing the basic copy, you can print it directly from this page.

A new setup component enables you to set up representatives that can be assigned to the hiring centers.


September 2013


Contract Signature page from the new Update Contracts ESP component

Enter Data for AFI Reports

You can use the AFI Events page to enter the information to be reported to Social Security (via the AFI

report). This replaces the AFI Data page from previous releases. The data on this page changes

depending on the AFI Action and Reason you select.


September 2013


The page displays the general data linked to a contract and hides the less relevant data. It also enables

you to view the list of AFI communication and track their status. You can enter the Contract Event

manually, or generate it from the Contract Data page. The page also enables you to enter additional

information against events.

AFI Events page from the new Update Contracts ESP component

Enter Payroll Data

The Payroll Data page enables you to display and store most of the relevant data related with payroll,

which depends on the contract (For example, Contributions or Reductions that applies to an employee).

Additionally, this page has links to quickly navigate to other employee data pages like Tax Data and

Supporting Element Overrides. You can view this page only if you have GP Spain installed.


September 2013


Payroll Data page from the new Update Contracts ESP component

The Contract Type page now includes four new fields.


September 2013


Define Contract Types page with the additional fields highlighted

Process Changes

In line with the data entry changes, the processes listed below are also modified.

AFI process

The modified process enables you to control what information has already been sent. It also enables

you to decide if you want to regenerate the report for the communications that were already included in

a previous AFI file.

Contrat@ XML generation

The Print Contrata XML file enables you to select the population and run the process to print the XML

file in a single transaction.

Contract printing process

The process enables you to print the contract for a group of employees all at once. The improved

process also enables you to select the population and run the process to generate a PDF file in a single

transaction.


September 2013


Switzerland

PeopleSoft Global Payroll for Switzerland 9.2 delivers enhancements in the area of Multiple Employment Records.

Multiple Employment Records

In Switzerland, some companies use multiple employment records to manage multiple contracts (for example, teachers, policemen or part-time / temporary employees) to manage employees working for multiple companies, or for maintaining expat or rehire data.

Currently, PeopleSoft Global Payroll for Switzerland has a feature to manage multiple employment records. Enhancements to the existing feature addresses addition of complex use cases, changes to the data model and addition of new levels for consistent assignment of legal attributes (Insurance, Tax, and so on), that will help ensure correct payroll calculations and reporting, especially in scenarios where multiple contracts is not enabled.

The enhancements in PeopleSoft Global Payroll for Switzerland transactions are:

Define Child Allowance

Maintain Source Tax Data

Maintain Social Insurance Data

Accident Insurance Data

Add Other Insurances Data

Pension Fund (PK) Data

Maintain Law Data

Override Tax Statement

Define EO Payment

Define EO Payment Override

Maternity Leave

Define Payee Data

Enhancements in these areas are two-fold – for Non-MC (Multi-Contract) environments and for MC environments.

Enhancements in non-MC environments are:

Individual employees are considered as a single legal entity.

Reference record and employee record have an one-to-one relationship.

User assigns Swiss attributes to a dedicated employee record.

Independent Payroll is generated for this legal entity per employee record.


September 2013


For example, in a non-MC environment, child allowance can be assigned only to one person, who is active in service, and the amount and duration will depend on the canton of work location.

Enhancements in MC environments are:

There can be multiple employment records for a single employee / legal entity spanning several

companies, and canton of work locations.

Unlimited number of records can be added.

Multiple employment records are mapped to a single reference record.

Reference Record and employee records have a one-to-many relationship.

The reference record acts as the unified single legal entity.

User assigns Swiss attributes to this unified single legal entity.

Payroll and ceilings are applied to the single legal entity.

Reference records are identified by the system and this controls prompting and defaults.

Enhancements are reflected as changes in calculation, data model, existing UI elements, and to the Tax Statement (GPCH_AE_TX07).

Workflow

The actual workflow is displayed below. In all the UI screens listed, the reference record in Level 0 indicates the most recent record and is displayed for information purposes only. The reference record in Level 1 indicates reference record ‘as of effective date’. This reference record determines prompting and defaults.

On mouse over of the employee name in all screens, details of the employee as of Level 0 are displayed in a drop-down window.

Employee Information on Mouse over


September 2013


The overall workflow with regard to enhancements in Global Payroll for Switzerland – Multiple Contracts is listed below. The elements on all pages may change before the 9.2 GA.

Define Child Allowance

Define Family Allow Data CHE

Maintain Source Tax Data


September 2013


Maintain Source Tax Data CHE

Maintain Social Insurance Data

Maintain Social Insurance Data CHE

Accident Insurance Data

Accident Insurance Data CHE


September 2013


Add Other Insurances Data

Add Other Insurance Data CHE

Pension Fund (PK) Data

Pension Fund Data CHE


September 2013


Maintain Law Data

Maintain LAW Data CHE

Override Tax Statement

Override Tax Statement CHE


September 2013


Define EO Payment

Define EO Payment CHE

Define EO Payment Override


September 2013


Define EO Payment Override CHE

Maternity Leave

Maternity Leave CHE


September 2013


Define Payee Data

Define Payee Data CHE

Thailand

PeopleSoft Global Payroll for Thailand 9.2 delivers enhancements in these areas:

Provident Fund

Bank Transfer

Payroll Register Report

Reconciliation Report

Provident Fund

In Thailand, employees and employers contribute to one or multiple provident funds periodically. For each provident fund, employee and employer contribution rates often depend on the employee’s length of service. The delivered enhancement automatically updates contribution rates as an employee’s length of service increases to ensure correct payroll calculation at any time.

Provident Fund Setup

A new application engine is delivered to keep employee and employer provident fund contribution rates up to date against the employee’s actual length of service. A new Update Provident Fund Info THA run control page is delivered to run this application engine. The application engine runs automatically during the payroll calculation process and updates the provident fund data, which an employee can view in the provident fund self-service page.


September 2013


In addition, the Payee Provident Fund Setup page is modified to manage employee preferences. An employee can choose to keep the company’s default employee contribution rate or to enter a different employee contribution rate, provided that it is under the employer contribution rate. The Payee Provident Fund Setup self-service page is modified in a similar way.

Payee Provident Fund Setup THA page

Provident Fund Query

A query (GPTH_PF_QRY) is delivered to enable users to query in provident fund data.

Bank Transfer

PeopleSoft Global Payroll for Thailand 9.2 leverages the SEPA banking framework, which is now a global framework in the 9.2 release, to deliver EFT files for Thailand. This provides users with an end-to-end banking process for Thailand.

EFT formats

PeopleSoft Global Payroll for Thailand 9.2 delivers three EFT formats (BBL, KBANK, TMB) as system data.


September 2013


EFT formats delivered for Thailand in Electronic Transfer Formats page

Source Bank Setup

For KBANK and TMB Source Bank IDs, the Source Bank Account setup page has a new Other Required Information link to redirect the users to a secondary page where they can enter additional data.

Banking Run Control page

A new run control page is delivered to create EFT files for Thailand. This process is to be run after the Global Payroll Core payment preparation process which is used for all the countries.

Payroll Register Report

The Payroll Register Report provides payroll administrators with all of the payroll information they need to make sure the payroll is correct. The pdf report is run after payroll calculation. The report shows period-to-date amounts of earnings, deductions, and other payroll elements, grouped according to business needs using element groups and predefined element categories. The data that is displayed is based on PeopleSoft security. The user is able to select a summary report, a detailed report, or both.


September 2013


Payroll Register Report (summary) sample

Reconciliation Report

The Reconciliation Report (pdf) delivered in PeopleSoft Global Payroll for Thailand 9.2 enables payroll administrators to track any deviation in payroll between two pay periods.

Payroll administrators can:

Configure groups of payroll elements for the report, using the Element Groups component in Global

Payroll Core.

Select any source calendar group ID and any target calendar group ID.

Select employees based on pay group and company.

Select a summary report, a detailed report, or both.

Reconciliation Report (sample)


September 2013


UK

PeopleSoft Global Payroll for the UK 9.2 delivers an enhancement in the following area:

Court Order Processing

Court Order Processing

Court Order, a generic term in the UK payroll terminology, includes attachment of earnings for the following three legislative regions:

England and Wales

Northern Ireland

Scotland

Court orders issued by an agency or court for employees are received by the employer. The employer deducts payments from the wages of an employee for the agency or court.

The PeopleSoft HCM Court Order feature enables Payroll Administrators to enter the order information needed to process court orders and the payment in the system. The Global Payroll team processes each court order in a specific order and withholds the amount based on the type of order. When the pay run is complete, the employer sends the deducted amount to the recipient. When the court order is satisfied, the order is stopped.

The enhanced Court Order Processing feature delivered in HCM 9.2 provides payroll users with a significant number of new capabilities, which eliminate the need for manual adjustments and increase payroll productivity. The enhancements made to the Court Order feature enable users to perform the following tasks:

Assign multiple court orders of the same type across multiple regions at the same time.

View assignment details in a separate page.

Make amendments to a court order.

Add scanned copies of the court orders as attachments and add comments.

Track outstanding balance.

Automatically or manually update the court order end date and status.

Add custom issuing authority values.

Add custom court order reasons.

Assign Multiple Court Orders

Previously, it was not possible to enter more than three court orders of the same type concurrently for an employee. Payroll users can now assign any number of court orders of the same type concurrently to an employee. The enhanced Court Order functionality also enables users to assign orders from multiple regions at the same time (England and Wales, Northern Ireland, or Scotland).


September 2013


The enhanced Court Order feature captures the required data and transfers the data using the interface to the Global Payroll Core Earning and Deduction assignment for processing.

Court Order Assign page

Assign Court Order page


September 2013


Assignment Details

Users can click the Court Order Reference link to view or update the court order details in the Assignment Details page.

Court Order Reference link and Assignment Details page

Amendments

Users can click the Make Amendment button to record changes to an existing order.

The Amend a Court Order page enables payroll users to amend existing court order details.

If the payroll is finalized before making the changes, a new data row with the changes is entered. This new row of data is then used for processing payroll for the subsequent run.


September 2013


Amend a Court Order page

Attachments and Comments

Administrators can now add scanned copies of court orders as attachments.

The new Store Order Files page enables the user to attach a scanned copy of the Court Order received. Administrators can also view or delete added attachments.

The Administrator can also add comments for court orders.

Store Order Files Page with Options to Add, Delete, and View Attachments


September 2013


Track Outstanding Balance

Previously, users could not check deductions being made on account of a court order and the status of outstanding balances. Users were not able to review the history of the court order.

The enhanced Court Order functionality enables users to track the status of a court order outstanding balance at any time.

The status of outstanding balance of a court order is viewable in a new Review Court Orders GBR page. Balances and end dates are updated by a batch process that can be run from a new run control page.

The Review Court Orders GBR page displays the history of all court orders of an employee.

Review Court Orders GBR page

Automatic Update of End Date and Court Order Status

The court order entries were previously not dated. Users had to delete an existing record and enter a new record when a record had to be updated with a new date. There was no history of the change available. Also, when the repayment of court orders was complete, the system did not assign an end date on the court order.

The end date and status of court order are now updated automatically when the payment is complete. This enhancement helps avoid unnecessary court order processing.

The payment date of the period is populated as the end date. For most records the end date is populated when the repayment of the order is complete. For some orders that require manual entry of the end date, the new End Date field allows the Administrator to enter the stop date of the court order. The Global Payroll team executes the process to update the end date of the court order.


September 2013


Update End Date GBR page

Issuing Authorities

Administrators can add custom issuing authority values for the user to select from the Issuing Authority drop-down list when assigning or updating a court order.

Issuing Authorities GBR page


September 2013


Court Order Reasons

Administrators can now add custom court order reason values that users can select from the Court Order Reason drop-down list. Users can select the court order reason when making changes to a court order. This will help assist employees who want to know the reason for the changes made. This feature also helps when auditing payments to deduction recipients.

Court Order Reasons GBR page

Consistent User Keys

The user keys across accumulators were previously not consistent for different order types. The enhanced Court Order functionality ensures consistent user keys across different court order accumulators.

All court order accumulators have the following user keys:

User Key 1: Court Order Reference Number

User Key 2: Order Type

User Key 3: Region

This also enables administrators to easily reconcile court order entries against deductions and accumulators generated in payroll. This also enables users to generate easy reports on court orders.


September 2013


Enhancements That Are Common to PeopleSoft Applications

This section discusses new enhancements that are common to PeopleSoft applications. PeopleSoft continues to deliver enterprise-wide features and frameworks that enhance your ownership experience and help you run your business more efficiently and profitably. With the 9.2 release, PeopleSoft delivers:

WorkCenter

Email Approvals - Mobile Support

Credit Card Interface Enhancements

Toolbar

Desktop Integration Enhancements

WorkCenter

PeopleSoft WorkCenters Video Feature Overview

Play Now

WorkCenters are designed for specific roles and provide a central area for users to access key components within PeopleSoft applications. They enable users to access various pages and perform daily tasks without leaving the WorkCenter, which reduces the time used when navigating through menus.

PeopleSoft delivers WorkCenters for a number of applications, including (but not limited to):

Receivables

Time and Labor

ePerformance

http://youtu.be/gA4leaeSodU


September 2013


FSCM Receivables WorkCenter

HCM Time and Labor WorkCenter


September 2013


HCM ePerformance WorkCenter

WorkCenter is displayed in a two-column layout. The left column contains a collection of pagelets that are organized in tabs. Each pagelet can contain links, task lists, or other content that users click to perform their tasks. When the user clicks a pagelet link, the target page is displayed on the right column, which is the working zone or the transaction area.

WorkCenters are delivered as empty components. Using the framework, system administrator from your organization can design and create links based on your business needs, giving users the ability to view and access specific links and pages in the WorkCenter, and do their job more efficiently and effectively.

Email Approvals – Mobile Support

With smart phones and tablet devices becoming more and more commonly used as extensions to the connected workplace, there is a need for the email approval functionality (which is widely adopted in over 50 PeopleSoft products) to support approvals using these mobile devices.

In 9.2, an enhancement is made in the Approval Framework to allow approvers to approve, deny, or put approval requests on hold by clicking or tapping the corresponding link on the approval email that they receive.

The Framework supports a new delivery method (Inline – HTML Links) in the Transaction Configuration component.


September 2013


Setting up approval for PeopleSoft components in the Configure Transaction page

The HTML Email Approval feature delivers HTML email templates for these key PeopleSoft HCM Talent Management transactions:

Job Opening

Job Offer

Absence Request

Extended Absence Request

Promote

Transfer

Reporting Change

Performance Document


September 2013


Note. This feature is dependent on the Approvals Framework delivered by Enterprise Components. Any

transactions that do not use the Approvals Framework for approvals will not be generated as HTML

emails.

For transactions that have this delivery option selected, the system sends approval requests (in HTML format) to approvers with the available approval actions displayed as links. Smart phone or tablet users can tap on the appropriate action, and a preformatted email with the selected action is then created the user’s device, ready to be sent.

This enhancement also works with email clients that do not support embedded HTML forms or the “mailto” action, for example, users of Outlook 2007+.

Credit Card Interface Enhancements

In order to leverage the functionality provided by third-party payment processors like Cybersource, and remove the burden of hosting and processing credit card payment information from the merchant site, the credit card interface has been enhanced in 9.2 to support:

Hosted Order Pages (HOP) – Allow users (who are ready to make payments) to be transferred from PeopleSoft applications to a third-party website to complete payment for their transactions. Hosted order pages allow users to complete orders without storing or transferring their payment information in PeopleSoft.

Sample Hosted Order Page

Secure Data Storage with Payment Tokenization (Tokenization) – Allows users to create user accounts with associated payment information on a third-party payment processing site. This allows systems to trigger a payment by passing an account subscription ID (payment token) to the payment processor along with transaction data.


September 2013


Toolbar

In 9.2, Enterprise Components delivers the Toolbar component that allows administrators to manipulate toolbars without Application Designer experience. Toolbars appear on almost all application pages and using the Toolbar component, the administrator can:

Rename page title

Add, remove, and reorder buttons on the toolbar

Add, remove, and reorder component specific information that appears on the toolbar

Include toolbar in the footer area of application pages that are long and need scrolling.

PeopleSoft delivers toolbars and toolbar buttons out of the box. Customers can create their new buttons to perform custom actions using application class and add them to the appropriate toolbars.

Updating toolbar controls in the Toolbar Definition component

Toolbars can be personalized by end-users if they are configured to allow personalization. End users can click the Personalize link on the toolbar to decide which button they want to see and if they want to see button icons, button text labels, or both on the toolbar.


September 2013


Personalizing Toolbars

Desktop Integration Enhancements

Enhancements that are specific to Desktop Integration include:

Option to use untrusted certificate to connect to Integration Broker

Language support for Dynamic Displays

User interface enhancements for Dynamic Displays

Microsoft Office 2010 Support

Option to Use Untrusted Certificate to Connect to Integration Broker

In 9.2, a system option is added that, when selected, allows an untrusted certificate to be valid for all SSL connections. This option gives both internal development and external customers an opportunity to determine what level of encryption is acceptable.


September 2013


Desktop Integration - System Setup page

Language Support for Dynamic Displays

In 9.2, all textual content that appears on Dynamic Displays (in Outlook and Word Add-Ins) is language aware in both the client code as well as fields derived from the database via Dynamic Display.

User Interface Enhancements for Dynamic Displays

In 9.2, a number of UI-related updates have been made to Dynamic Displays to improve usability and help users to become more productive. Changes include (but not limited to) better layout control, scrollable dynamic display, use of popup messaging, better use of icons, and creation of new objects from Dynamic Displays.

Microsoft Office 2010 Support

The Microsoft Outlook and Word Add-Ins are updated to support Microsoft Office 2010.