1. What Have You Done for Me Lately. What’s New in PeopleSoft 9
What Have You Done for Me Lately? What’s New in PeopleSoft 9.2 via Update Images
Robbin Velayedam
Product Management Director
PeopleSoft HCM
Wednesday, Oct 1, 2014
Palace Twin Peaks South 125T
3:00 – 4:00
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
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3. Program Agenda 1
What is Fluid? Demo: HCM Fluid—What you can use starting with PUM Image 9 Demo: Fluid Framework—Essential Aspects of the Fluid UI Fluid and Classic Together: Extending Your PeopleSoft Investment How to Prepare for PUM How to Get Started 2 3 4
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4. PeopleSoft HCM Strategy Drivers
Provide state of the art and consistent user experience regardless of device used
Make users more productive and efficient
Reduce cost of taking maintenance or new functionality
Provide consistent experience across Oracle products and facilitate integration
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5. Flexible, Easy to Deploy and Maintain
leveraging most current from PA’s deck
Flexible, Easy to Deploy and Maintain
PeopleSoft’s New Deliver Model Enabled by the PeopleSoft Update Manager
Delivery of New Capabilities 2 – 3 Times a Year
Get New Capabilities without Upgrading
Old Model: Long time to get new functionality
Always lagging Oracle development
Large amounts of change to manage at one time
Infrequent, expensive upgrades
Take Only the Changes You Want, When You Want
No Need to be Current on Maintenance
Restricted to event use only.
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6. Flexible, Easy to Deploy and Maintain
formatting – applied correct template, cleaned up graphics (e.g. circles not ovals, alignments, flatter images with no bevels or shadows…)
Non Exhaustive
Flexible, Easy to Deploy and Maintain
PeopleSoft’s New Deliver Model Enabled by the PeopleSoft Update Manager
Customer live on 9.2 – Image 3
E.g.: Customer deploys only legislative changes: OFCCP, DOMA, FSA Carryover
single code line
ELM – Update Image 5: ELM Outlook Integration, Streamlined Program Enrollment, Auto Enrollment and HR Photo Integration
Oracle Delivers New Capabilities 2 – 3 Times a Year
Life Events Enhancement
New Delegation Process
Benefits Administrator has the ability to delegate the approval of the employees documents (proof) to a proxy, who will act on their behalf
Proxy will be able to accept or reject the delegation request.
Time and Labor
Proactively monitors and generate alerts
Bring the exceptional situations to recipient’s attention in a timely manner
Direct the recipient of a given alert to the appropriate page for review
Performance Management
Ability to open performance documents and development documents from the Org Chart Viewer and employee profile.
2013
2014
2015
9.2 1 2 3 4 5 6 7 8 9 10 11 12
Life Events – Proxy Delegation
Perf Mgmt additional related actions
Flexible Spending Account
Carryover
Employee / Mgr Homepages
Mobile Time and Labor
Mobile Approvals
Guided Self Service
Payroll Workcenter
…. And more
Integration with Cloud Recruiting
HTML- Approvals
OFCCP Regulatory Update
TL Dashboard and Alerts
Labor Rules and Monitoring
Defense of Marriage Act Regulatory Update
ELM Find Learning enhancements*
Affordable Care Act – Phase 1
*ELM has a different PUM image delivery timeline than HCM
Restricted to event use only.

7. Delivered in Update Image 2
eBenefits
Delivered in Update Image 2
Life Events
Life Events
Life Events Enhancement
New Delegation Process
Benefits Administrator has the ability to delegate the approval of the employees documents (proof) to a proxy, who will act on their behalf
We continued to invest in Life Events. Life Events allows a user to upload a document to provide proof that the life event has occurred. This would be a birth certificate, Marriage certificate or perhaps a divorce decree. You can configure this process to require Benefits Administrator approval before the employee is allowed to enroll in benefits. We added on to this functionality to allow the Benefits Administrator to create a delegation process allowing them to setup a Proxy to approve or deny the request in the event they are out of the office for the day.
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8. Configurable and Personalizable
Delivered in Update Image 4
HTML Approval
AVAILABLE TODAY
Job Opening
Job Offer
Absence Request
Extended Absence Request
Transfer
Promotion
Reporting Change
Performance Document
Yes, your list below are the HTML approvals that are already delivered for 9.1 and 9.2.
With PI9 we will be delivering
Full/Part time change
Location Change
Retire
Terminate
Ad-Hoc Salary Change
Guided Self-Service
Next up are these three for ELM, no target date yet
Program Registration
Activity Enrollment
Supplemental Learning
The new ones will be delivered on 9.2 only, not 9.1
All of these will have mobile approvals as well with the exception of extended absence. That one will come later because it requires line level approvals.
As we go forward implementing mobile approvals we will deliver the HTML approval at the same time.

9. Enterprise Learning Management
Delivered in Update Image6
Find Learning
Find Learning
An integral part of the solution is Find Learning. Learners can quickly search for learning using simple keyword search and further refine their results to quickly pinpoint the learning to enroll or launch.
Learners can use Find Learning to search the catalog for classes, courses, and programs that meet their selection criteria.
Enterprise Learning Management provides two options for searching the catalog:
• Basic search, for searching by keywords
• Advanced search, for filtering classes and programs using multiple selection criteria
For basic searches, users can search by keyword using the Search by Keyword field. For advanced searches, they can search on a number of different criteria. When a user performs an advanced search, the system looks for learning that meets all of the selection criteria.
Enhancements to Find Learning will improve the search results. Find Learning search results will not return and display classes that are “Enrollment Closed” whether the classes are in the past, present, or future. All facets for Find Learning will count by classes to pinpoint the search results based on facet drilldown.
The solution will provide additional usability enhancements to Find Learning with modal windows for start date and multiple locations to display important information about the class sessions and locations.
Find

10. Delivered in Update Image 6
Benefits and Payroll
Delivered in Update Image 6
Repeal of Defense of Marriage Act (DOMA)
Repeal of DOMA
New functionality
Support Benefits Eligibility for Same Sex Spouse
Define Benefit Rates (Employee vs. Spouse)
Flexible Taxation Process
View Taxation Calculation Results
We continued to invest in Life Events. Life Events allows a user to upload a document to provide proof that the life event has occurred. This would be a birth certificate, Marriage certificate or perhaps a divorce decree. You can configure this process to require Benefits Administrator approval before the employee is allowed to enroll in benefits. We added on to this functionality to allow the Benefits Administrator to create a delegation process allowing them to setup a Proxy to approve or deny the request in the event they are out of the office for the day.
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11. Time and Labor Dashboard
Delivered in Update Image 5
The Dashboard is made up of many configurable pagelets
Approvals: Reported Time, Payable Time, Absence Requests, Overtime Requests
Links
Analytics: Payable Time, Schedule Deviation
The Time and Labor Dashboard is different from the WorkCenter in that this dashboard is specific to what a typical manager needs to do their job. The WorkCenter is all encompassing. That is typically used by Super Users and Administrators.
What is one of a manager’s highest priority business processes when it comes to T&L? Probably to approve time, either Reported or Payable, and requests, such as Absence requests and overtime requests. All of these approvals can be done from the Dashboard.
Controlling labor costs is another important business process and in the past a manager would typically have to wait until the Time Administration process ran to see the results. Now with Real Time Rule processing in 9.2, the manager has the analytics to see where their labor hours/dollars are going. The Payable Time analytic shows, in graph form, where those hours have been spent. The analytic gives the ability to drill down all the way to the employee level to see the details.
The Schedule Deviation analytic shows where employees are not adhering to their schedules thus potentially incurring overtime or other premium payments that may not be desirable to the company.
In addition to the Approval pagelets and analytics there are quick links to take the user to commonly used pages like the Timesheet, Payable Time Summary, Detail pages, etc.
And more analytics are on their way.
One last thing to note is that although the Dashboard is packaged with Labor Rules and Monitoring, which we will be discussing shortly, the Dashboard is also available to base Time and Labor customers.

12. In Memory Labor Rules and Monitoring
Delivered in Update Image 5
Just released this past January – In Memory Labor Rules and Monitoring (aka LRM)
Companies are struggling to control labor costs. It now falls on the Managers to control Overtime, reduce costs, and do more with less. The managers also have to comply with legal constraints either from Federal, State, or local authorities or Union or Bargaining Units or even HR policy administrators to make sure employees are paid correctly. LRM gives clients, for the first time, proactive tools to assist in reducing labor costs. Time and Labor is no longer just a time capturing application anymore.
Organizations will get their labor data results faster with an optimized solution on Exadata and Exalogic. This solution will enable them to better understand the true costs related to excessive work hours, unplanned absences, schedule deviations, and time exceptions and to quickly correct any issues.
LRM is made up of several pieces: Exadata hardware, Oracle Policy Automation, both which are part of the LRM license, and the Dashboard which is part of T&L 9.2.
With these tools a client can improve performance with Exadata. The policy administrators can view and use delivered rules as well as create and change rules using OPA. The manager can, with the dashboard, do their job on one page. This includes approving time and absences as well as reviewing the delivered analytics to proactively view and control labor costs.
Let’s look at some of the advantages of the LRM components:
Exadata/Exalogic
Reduction in business process time (both online and batch). NOT just for T&L but for all processes.
Assists in Real time rules processing
High capacity - Support more concurrent PeopleSoft users
Leverage D-RAM and Flash Memory – Oracle’s Policy Automation takes full advantage of this.
Uses Oracle Virtual Machine (VM) Templates - Faster deployment, easier patching, and better scaling.
Exadata and Exalogic provide a complete "Private Cloud in a box" platform that is ideal for consolidating mission critical enterprise applications. PeopleSoft HCM users will not only see major benefits in Time and Labor, but across the entire suite in areas such as self-service response times and payroll processing.
Oracle Policy Automation (OPA) integrated with T&L
Easily create and maintain rules
Visualization of rules
Test scripts and validation
Regression testing
What-if Analysis
Time and Labor Dashboard
Real time analytics
One stop shop to do business processes
Accelerate business processes
Execute real time rules
Scale and reduce costs
Model and deploy natural language based rules
Leverage OPA integration with PeopleSoft Time and Labor
Use Overtime pre-delivered rules
Manage time, approval and exceptions efficiently
Get visibility into current workforce situation
Proactively take action

13. Intuitive User Experience on Multiple Devices
formatting – brought red call out to front
Intuitive User Experience on Multiple Devices
Planned for Update Image 9
Manager Self-Service Homepage
My Team View and Analytics
Guided Self-Service
Team Time View
Team Performance View
Performance Status View
Team Learning View
Learning Compliance View
Open Jobs View
Approvals
Employee Self-Service Homepage
Personal Profile View
Talent Profile View
Total Rewards View
My Time View and Time Entry
Pay Slip View
Benefits View
My Performance View
Absences View and Entry
My Learning View
Manager Self-Service
My Team – Tablet/Phone
Guided Self-Service – Tablet/Phone
Approvals – Tablet/Phone
Open Jobs – Tablet/Phone
Team Time – Tablet/Phone
Team Performance – Tablet
Performance Status – Tablet
Team Learning – Tablet
Learning Compliance – Tablet
Employee Self-Service
Talent Profile – Tablet/Phone
Total Rewards – Tablet/Phone
Time – Tablet/Phone
Personal Details – Tablet
Pay – Tablet
Benefits – Tablet
Performance – Tablet
My Learning – Tablet
From andrea
Landing Pages
Manger SS
Employee SS
Level 2 and Lever 3 drill down from the landing pages
My Team
Personal Information
Talent Profile
NUI display only inquiry pages
Payroll, Performance, Benefits, Alerts, Open Jobs
Applications/Transactions
Guided SS
Supports: Reporting Change, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time Status, Job Change, Terminate Employee
Approvals
Supports: Absence Requests, Extended Absences Requests, Promotions, Transfers, Reporting Changes, Location Changes, Full/Part Time Status Changes, Termination, Retire, Performance Docs, Ad Hoc Salary Changes, Job Openings, Job Offers, Guided SS, Reported Time, Payable Time, Learning Activity Enrollment, Learning Program Enrollment, Supplemental Learning Enrollment
Company Directory
Time Entry (Time and Labor)
Absence Entry

14. Demonstration PeopleSoft Update Manager Show Personalization last
Show Performance Review as example of FLUID co-exist
PeopleSoft Update Manager
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15. Roadmap What’s Next for HCM and PeopleTools
This slide can also be used as a Q and A slide
What’s Next for HCM and PeopleTools
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16. Ongoing Investment Next 18 months Non Exhaustive Power Users
Casual Users
Expansion of Guided Self Service
Additional transactions
Position Mgmt SS enhancements
Attachments & Configurable Fields
Mobile Candidate Gateway
Guided process optimized for phone and tablet
Integration with Social Network
Mobile Learning
Learner to search, enroll/register and take training
Payroll Employee Self Service
Direct Deposit enhancements
Mobile paycheck
Updatable State W4
HR Help Desk Case Creation
Expansion of Manager SS transactions
Employee Side by Side Compare
Matrix Organization Self Service
Manager Team Analytics
Benefits Administration New Open Enrollment
Time and Labor New Timesheet
Mobile Approvals enhancements
HR Manager / Representative Center
Employee 360 View for Administrators
Guided processes and checklists
Adoption of new Notifications framework
Insight into Action – Pre-delivered Analytics
Side by Side Compare
Payroll Administrators Centers
Overall process validation
Pre-delivered reports / queries and analytics
Time and Attendance
Streamlined processes for Admin role
Time and Labor Auto-enrollment
Analytics
HR Representative Analytics
Benefits enrollment Analysis
Absence Administrator Analytics
Hours by Employee Analysis
Ad-hoc analysis in key components
From andrea
Landing Pages
Manger SS
Employee SS
Level 2 and Lever 3 drill down from the landing pages
My Team
Personal Information
Talent Profile
NUI display only inquiry pages
Payroll, Performance, Benefits, Alerts, Open Jobs
Applications/Transactions
Guided SS
Supports: Reporting Change, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time Status, Job Change, Terminate Employee
Approvals
Supports: Absence Requests, Extended Absences Requests, Promotions, Transfers, Reporting Changes, Location Changes, Full/Part Time Status Changes, Termination, Retire, Performance Docs, Ad Hoc Salary Changes, Job Openings, Job Offers, Guided SS, Reported Time, Payable Time, Learning Activity Enrollment, Learning Program Enrollment, Supplemental Learning Enrollment
Company Directory
Time Entry (Time and Labor)
Absence Entry
Power Users
Cloud Integrations
HCM Cloud and PeopleSoft Payroll Integration
HCM Cloud and PeopleSoft Time and Labor
Expansion of existing integrations
PeopleSoft integrations
Enhanced Time and Labor and Absence integration
Integrations
Non Exhaustive

17. Planning & Analysis
New analysis role that keeps up with the new enhancements that are being delivered
Develop an adoption plan, identify enhancement priorities and plan implementations
Each fix can be analyzed for severity, effect, and importance for the organization
Adopt a different “get current” plan.
Planning and Analysis
 PeopleSoft continues to recommend getting current every two to three years. There are several different
ways to approach this. It can be done all at once or the business applications can be
staggered so different parts of the applications are brought current each year. The
longer an application goes without getting current, the more difficult maintenance
and new enhancements will be to apply.

18. Engineering
Adopt a calendar that has you implementing new enhancements on a periodic basis
Test Quicker - Leverage PeopleSoft Lifecycle Management tools
Minimize Risk - Apply critical changes on a regular basis, leveraging the dependency calculations
Engineering
 Having standard enhancement uptake cycles lets everyone in the
organization be aware and plan for new business functionality. This is new to
organizations that are used to a three-year major upgrade cycle.
 Usage Monitor helps analysts determine the parts of the system their organization uses, and
that information is used to determine effect.
PeopleSoft Test Framework is an automation testing tool that can significantly reduce the time required to system test applied maintenance and new features.
 Staying current on critical changes will prevent critical issues from surfacing.
3 Year
Upgrade

19. Small incremental changes rather than a large single released
Rollout
Small incremental changes rather than a large single released
Leverage PeopleSoft training tools
Work with focus groups
Rollout
 Be prepared to roll out small incremental changes to the user community rather than
a large single release.
Leverage dynamic training materials such as PeopleSoft User Productivity Kit (UPK) to
help users walk through the delivered processes to better understand new features
and functions that have been rolled out.

20. PeopleSoft Update Manager Home Page

21. Cumulative Feature Overview Home Page

22. PeopleSoft Session of Interest

23. Q&A

24. Appendix Demo Images This slide can also be used as a Q and A slide
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