PeopleSoft v9 - SpearMC€¦ · PeopleSoft v9.2 HCM Highlights and Enhancements . ... PeopleSoft has increased the availability of embedded help to many self service and administrative
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PeopleSoft v9.2 Human Capital Management Highlights and Enhancements
Rocky Mountain RUG March 6, 2014
© 2014 – SpearMC Consulting
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About SpearMC and Your Presenter
PeopleSoft v9.2 HCM Highlights and Enhancements
– General Enhancements
– Human Resources
– Benefits
– Payroll
– Time and Labor
Agenda
About SpearMC and Your Presenter
© 2014 – SpearMC Consulting
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About SpearMC
SpearMC is a full-service consulting and technology services firm focusing on PeopleSoft Financials
Our consultants and network of PeopleSoft Analysts, Technical Leads and Project Managers average fifteen
years of PeopleSoft experience
We are North America’s leading provider of custom-tailored PeopleSoft Financial training solutions and
educational content development.
It is our mission to provide the highest levels of professional service at competitive rates
© 2014 – SpearMC Consulting
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In 2012 and again in 2013, SpearMC was recognized by Inc. Magazine as one of the
Inc. 500|5000 Fastest-Growing Private
Companies in America and by the San Francisco
Business Times one of the 100 Fastest-Growing
Companies in the Bay Area
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About SpearMC
© 2014 – SpearMC Consulting
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About Your Presenter
Leslie McConnell
• System implementations, upgrades, conversions & customizations
• Functional & technical expert
• PeopleSoft Financials, HR, Upgrade & PeopleTools
• Certified PeopleSoft v9.1 Financials
• 20+ Years Experience…majority PeopleSoft
PeopleSoft v9.2 HCM Highlights and Enhancements
General Enhancements
© 2014 – SpearMC Consulting
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PeopleSoft Secure Enterprise Search
Pivot Grid Functionality
Embedded Help
HCM General Enhancement Highlights
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PeopleSoft Secure Enterprise Search
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PeopleSoft Secure Enterprise Search
Users can easily navigate
back to the last search results
without having to re-do their
search.
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PeopleSoft Secure Enterprise Search
Users can access related actions
from returned search items.
Search items returned show the
date the item was last updated.
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PeopleSoft Secure Enterprise Search
Search results
are grouped
into categories
and can be
filtered for ease
of use.
Users can
select to search
the entire
system or to
search within a
specific area.
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Pivot Grids
Pivot Grid supports operational dashboard reporting within the
PeopleTools framework to provide a pivot table and chart representation
of data
Supports only PSQuery data source
The framework also enables users to see different views of the data as
in an Microsoft Excel pivot table, and the same data is also available in a
chart view.
Using Pivot Grid, users can view data in these different visualizations:
– Grid only
– Chart only - user can perform various actions—pivoting data, dragging and
dropping, and slicing and filtering data—to change the grid layout.
– Grid and chart - data between the grid and the chart is synchronized for an
accurate view
© 2014 – SpearMC Consulting
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Pivot Grids
Users can define
headers for the grid
columns and rows.
Results of the query is
displayed in a grid format.
Users can use
filters to
manage the
results
displayed in the
grid.
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Pivot Grids
Users can elect to
view the pivot grid
data in a chart
format as well in the
grid.
Users can easily
change the chart
type based on the
data displayed.
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Pivot Grids
The information in the
chart may be filtered
using the drop down
menu.
The Chart Options button
allows a user to change the
chart layout.
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Pivot Grids
User can drill down on the data in a chart.
Each drilled
graph provides a
link to return to
the high level
graph
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Pivot Grids – Tips & Helpful Information
Joins are not encouraged but limited are okay if optimization of criteria
order used.
Expressions cannot be used as fields but can be used to develop a table
lookup (ORG_LV1, 2, etc.)
Prompts within query do not execute without portal configuration (no
results)
Download underlying data; no option built in to download chart (SnagIt)
Decisions to make regarding fields to make available in X axis, Y axis.
Limitations with the number of non-measure fields (Axis)
It is not recommended to have more than 12 axis type of columns in the
Pivot Grid Model
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Embedded Help
PeopleSoft has increased the availability of embedded help to many self
service and administrative transactions.
The embedded help provide page specific instructions to help guides
users through a specific task.
Embedded help is easily configurable allowing your organization to
create or edit the text of the help to comply with your specific business
processes.
Human Resources
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Manager Dashboard
Org Chart Viewer
Smart HR
Profile Management Enhancements
Human Resources Highlights
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The Manager Dashboard provides important information for which a
manager needs to focus.
The Administrator can determine which pagelets should display on the
dashboard.
Manager Dashboard
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The Alerts provide Managers information about important tasks that
require action.
Pending Approvals allow Managers link to items that require their
Approval. Managers can approve or deny items that display in this
section.
Manager Dashboard
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Manager Dashboard
The Direct Line Reports section provides a summarized comparative
view of their direct line reports.
Managers can take a
related action on an
individuals.
Different tabs
provide function
specific
information
about direct
reports
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Manager Dashboard
The View My Organization link provides a manager the ability to
view the individuals that report to their direct line reports.
Expand on a direct
report to display that
individual’s direct
reports.
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Manager Dashboard
Mangers can easily
view any open jobs
reporting to them
using the My Open
Jobs pagelet.
Quick Links can be
configured to Link
out to any additional
pages or tasks a
manager may require.
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Org Chart Viewer
The Org Chart view
consists of 3 sections:
- Company Directory
- Direct Reports
- Matrix Reporting
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Org Chart Viewer
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Smart HR
Smart HR is an
extension of the
functionality previously
know as the Template
Based Hire.
Template Transaction
Types can now be
defined so that
templates may be
created for a multitude
of transactions.
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Smart HR
Templates can now be used to
perform a variety of actions on Job
and Personal data:
- Hire / Rehire
- Update Job Data
- Update Personal Data
- Update Both Job and Personal
Data
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Smart HR
The Components that will be updated are added to the Components Tab.
The Transaction Sections are then added to the Sections Tab.
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Smart HR
The user is able to identify what type of transaction is being process on
the Manage Transactions page.
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Profile Management Enhancements
Ability to use custom prompts in profile properties
Inclusion of related items in the search and compare process
Person to Role matching to apply to any profile 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 for one
of the following legacy types: competency, license, membership,
honor/award, test, language, degree
Integration between the Profile Management Profile and Smart HR
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Profile Management Enhancements
Profile Properties can be added
with an internal self contained list
within the custom prompt
definition.
Profile Properties can be
added with an external
prompt table with which the
custom definition is
associated.
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Profile Management Enhancements
Prompt List Name can now be
added for attributes that have a
dynamic prompt table
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Profile Management Enhancements
The customizable profile allows you to add
special information that is relevant to your
organization’s needs.
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Profile Management Enhancements
If a content item has
related content, the
related content button
will appear on the
search criteria page.
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Profile Management Enhancements
Employee Profiles may
now be compared to
Non-Person Profiles
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Compensation Enhancements
Open Compensation Cycle Job Changes
Compensation Pivot Grids
Improved Usability for ad hoc Salary Changes
New Compensation History Page
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Compensation Enhancements
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Compensation Pivot Grids
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Ad Hoc Salary Changes
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Compensation History Page
Payroll for North America
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PeopleSoft now delivers a Paycheck Modeler that leverages online
single check functionality to allow employees to simulate their own
paychecks.
The Paycheck Modeler allows employees to investigate their own
what-if scenarios saving calls to your organizations payroll
department.
Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
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Paycheck Modeler
Benefits
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Increased Configurability of Life Events
Health Benefit Enrollment Analytics
HCM 9.2
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Benefits Life Events
Customers can define the
welcome text for each life
event.
For each life event, all of the
action items that should take
place as part of the event are
defined.
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Event Category
Each of the Life Event Templates
are grouped into Life Event
Categories.
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Life Event Workflow
Activity Guide Pagelet allows user
to see all of the steps and sub-
steps of an event as well as the
status of each step.
Descriptive Pages for
each Life event can be
created using the Text
Catalogue
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Life Events – Document Upload
Employees can upload required
documents as part of the life
events.
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Health Benefit Enrollment Analysis
Time and Labor
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Configurable Timesheet
Timesheet Lockdown
TRC Access and Ordering Sequence
Time and Labor Work Center
HCM 9.2
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Timesheet Configuration
Administrators can allow Time
and Labor Rules to be run
online for specified templates
Administrators can now
configure which sections should
display on the timesheet.
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Timesheet Configuration
If configured, the Apply Rules
button will appear on the
timesheet.
Only section designated on
the timesheet template to
show on the timesheet will
display here.
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Timesheet Lockdown
User can lock timesheets for
specific Pay Groups
User can select to lock
all timesheets - or -
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TRC Access and Ordering Sequence
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Time and Labor Work Center
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Time and Labor Work Center
The ‘My Work’ section provides easy link to
items that require action by the Time and
Labor manager.
The manager can link directly to the item
that requires action by clicking on the link in
the ‘My Work’ section.
The Links section allows managers to
link out to any pages Time and Labor
managers may need to access.
These may include Time and Labor or
non-Time and Labor pages.
Links may be group to help with
navigation.
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Time and Labor Work Center
Any frequently used queries can be
directly accessed by a manager
through links in the Queries section.
Any reports or processes the
manager will need to be run can be
configured as links in the Reports /
Processes section.
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Time and Labor Work Center
The workforce availability
section provides metrics
about the manager’s
workforce.
The section allows the
manager track to their
workforce’s current work
status.
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Time and Labor Work Center
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Marcus Bode, Managing Director
mbode@spearmc.com
Leslie McConnell, Consultant
leslie.mcconnell@spearmc.com
Contact Information
www.SpearMC.com 866-SPEARMC
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