PeopleSoft Enterprise Human Capital ManagementDelta Training: v8.8/8.9 to v9.1

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PeopleTools 8.5 ChangesPerson ModelHuman Resources

– Search / Match– Template Based Hire

Benefits Administration OverviewPayroll for North America

– Garnishments– Rapid Entry Paysheets– Paysheet Load– Budget Information– Field and Array extensions– Contract Pay– Retro Pay– PDF Paychecks

Time and Labor Overview

Agenda

PeopleTools 8.5

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Individual Pagelet Partial Page RefreshNew menu, cascading, sortable, searchableNew Favorites menu, also includes Recently UsedSearch/prompt displayed in pop-up light boxesPop-up hover text for key business objectsType-ahead on Search fieldsNew Grid with numerous enhancementsRich text editorNew style sheetRelated content frameworks

8.5 New and Changed Features

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Partial Page/Individual Pagelet Refresh

Better performance, Web 2.0 feelWhether auto-timed or manual refresh, only the pagelet or aportion of an app page is refreshed at one time.

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Pagelet Drag/Drop

Intuitive, easier, more efficient

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New Menus

Improved navigation, efficient, intuitive

PeopleTools 8.50 has many significant new User Interface features including a new cascading menu.It is sortable and searchable and dramatically improves navigation of the entire system.

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New Menus

Improved navigation, efficient, intuitive

The Favorites menu includes Most Recently Used pages within the system and the ability to createfavorites from specific records within the system, not just menu selections.

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Search Results in Context

See the context of the page while viewing the search results.

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Hover Pop-up Information

Detail in context, actionable, efficient

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Type-Ahead Search

Faster, in-context search

Search without leaving the page or field.

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Scroll using horizontal and vertical scroll bars.Resize columns.Sort or order data in columns.Drag columns to new positions.View an entire grid in its own pop-up—use entire screen if desired.

New Grid

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Rich Text Editor

For most long description fields, richer, better formatted documentationRich text editing in the context of your transaction pages

Person Model

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The Person Model is a term used to describe the information captured about a person and how the person is related to the organization.

Some of the features of the Person Model include:– Individuals will now have only one ID in the system, regardless of their

organizational relationship.– Individuals may now be saved in the system without a job.

Person Model Overview

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A person is defined as any individual with a relationship to the organization that you chose to track in the system.Individuals may exist in the system with multiple Person Types all using the same Person ID (EMPLID).

Person Model Overview

John SmithPerson ID:

12345

Employee at Company A

Contractor at Company B

Retiree at Company C

John SmithEmplid: 111111

John SmithNon-emplid: 222222

John SmithNon-emplid: 333333

Current Model Person ModelEmployee at Company A

Contractor at Company B

Retiree at Company C

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When adding a person to the system, you are required to add the following information:

– Name– Effective Date– Organizational Relationship– Person ID (created when adding a Person)

There is additional information that may be tracked when adding a person. This information includes but is not limited to:

– Address– Date of Birth– Phone Number– Email Address– Marital Status– Gender

Adding a Person