peoplesoft v9 - spearmc€¦ · peoplesoft v9.2 hcm highlights and enhancements . ... peoplesoft...

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


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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


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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

Slide 5

About SpearMC


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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


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PeopleSoft Secure Enterprise Search

Pivot Grid Functionality

Embedded Help

HCM General Enhancement Highlights


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Users can easily navigate

back to the last search results

without having to re-do their

search.


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Users can access related actions

from returned search items.

Search items returned show the

date the item was last updated.


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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


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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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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 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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Prompt List Name can now be

added for attributes that have a

dynamic prompt table


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The customizable profile allows you to add

special information that is relevant to your

organization’s needs.


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If a content item has

related content, the

related content button

will appear on the

search criteria page.


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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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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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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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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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Marcus Bode, Managing Director

[email protected]

Leslie McConnell, Consultant

[email protected]

Contact Information

mailto:[email protected]

mailto:[email protected]

www.SpearMC.com 866-SPEARMC

peoplesoft v9 - spearmc€¦ · peoplesoft v9.2 hcm highlights and enhancements . ... peoplesoft...

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