PeopleSoft Fluid Applications HCM self service

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2 PeopleSoft Fluid Applications HCM self service Ravi Munirathinam Group Manager PeopleSoft, Product Management Team November 07, 2014 Note: The speaker notes for this slide include detailed instructions on how to customize this Title Slide with your own picture. Tip! Remember to remove this text box. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted

3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 3

4 Program Agenda Introduction to Fluid Homepage Employee Self service Homepage Manager Self service Homepage Guided Self service Mobile Approval Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 4

5 Program Agenda with Highlight Introduction to Fluid Homepage Employee Self service Homepage Manager Self service Homepage Guided Self service transaction Mobile Approval Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 5

6 Fluid Homepage Note: The speaker notes for this slide include detailed instructions on how to customize this Section Header slide with your own picture. Tip! Remember to remove this text box. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 6

7 PeopleSoft Fluid Framework Introduces a number of new features and capabilities that are mobile compatible and allows users to access their Self service transactions anywhere and at anytime. Fluid home pages for Managers and Employees Transaction specific tiles Navigation Bar User Personalization Notifications Conditional Navigation Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 7

8 Advantages of Fluid Framework Offers fast and intuitive navigation across PeopleSoft applications. Provides consistent user experience irrespective of the mobile device used. Can be configured to serve as the entry point for all users. Create additional landing pages. Add, remove or move tiles. Organize tiles based on user needs or preferences. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 8

9 Program Agenda with Highlight Introduction to Fluid Homepage Employee Self service Homepage Manager Self service Homepage Guided Self service transaction Mobile Approval Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 9

10 Employee Self service Homepage Employee homepage is the landing page that employees can access on their phone, tablet or desktop to easily access self service transactions. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 10

11 Employee Self service Homepage Employee self service homepage includes the following tiles: Personal Details Provides access to new Fluid page where users can view or update their personal information. Time Provides access to new Time Entry (mobile) application that allow users to enter time, sick leave, or vacation time. Ability to view weekly time and balances. Pay This tile will allow the employees to view their paycheck. Benefits Allow users to review a summary of their enrolled benefits and access to life events and open enrollment. Total Rewards Allow users to access their total rewards information. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 11

12 Employees can perform their day to day transactions Employee can view or update their personal information Employees can enter time (punch or elapsed time), sick, leave or vacation time. View balances (vacation and sick) and status of leave request. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 12

13 View paycheck and enroll in benefits Employee can view their paycheck for any given period of time Employees can view their summary of benefits, report change in life events or enroll in benefits. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 13

14 Employee Self service Homepage Performance Allow users to access their current and historical performance and development documents. Provide access to their evaluation of others. Talent Profile Provides access to new Fluid page where users can view or update their current talent profile (Profile Management). Learning Users can view announcements, to-do list and review all courses in which they are enrolled. Company Directory This tile will provide access to Company Directory currently available in PeopleSoft HCM 9.2. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 14

15 View current profile and current learning Employee can view their current profile and can update the categories for which they are authorized Employee can view the courses in which they are enrolled and the enrollment/completion status Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 15

16 Program Agenda with Highlight Introduction to Fluid Homepage Employee Self service Homepage Manager Self service Homepage Guided Self service transaction Mobile Approval Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 16

17 Manager Self service Homepage Manager self service homepage offers a collection of tiles that provide managers easy access to manage self service transactions. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 17

18 Manager Self service Homepage Manager self service homepage includes the following tiles: My Team Managers can view relevant information about their direct/indirect reports and take appropriate HR actions (Promote, Appraise, Approve etc). Managers can view the team information either using business card view or list view. Team Time Provides summary view of employee s time exceptions, location information, absence requests and balances. Managers can request absences on behalf of their team members. Team Learning Helps managers to view the team s enrollment and completion of learning courses. Open Jobs Allow managers to view all of their current openings and the statistics related to fulfillment of the job. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 18

19 Manager views team details and team time Manager can view the entire team either using List view or Business card view Managers can view absence data for their team, report time for team members and approve absence requests. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 19

20 Detailed view of team learning and open jobs Manager can view the team learning and the status of the each enrollment Managers can view all of their current openings and their status Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 20

21 Manager Self service Homepage Manager self service homepage includes the following tiles: Team Performance Allows managers to access current and historical performance documents for the organization. Team Performance Status Pivot grid analytic depicting the completion status of current performance document for the manager s organization. Absence Analytics Displays reported absence by absence type for the team members and allow the managers to approve the reported time using related actions. Approvals Managers can view the approval requests in queue, filter or sort by different criteria, approver or deny requests and see history of approvals. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 21

22 Analytics for Managers Managers can view the performance appraisal status of their organization and act accordingly Managers can view absence data for their team and take informed decisions. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 22

23 Program Agenda with Highlight Introduction to Fluid Homepage Employee Self service Homepage Manager Self service Homepage Guided Self service transaction Mobile Approval Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 23

24 Guided Self Service Transaction for Managers Guided Self Service provides a configurable solution to combine multiple Manager Self Service Core HR transactions into a single compound process. PeopleSoft is delivering the following compound transactions out of the box: Promote Employee (with pay), Transfer Employee (with pay), Full/Part Time Status Change and Adhoc Salary Change. Organizations can combine any of the following Self Service transactions and create their own guided process. Request Reporting Change, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time status, Retire Employee, Terminate Employee and Adhoc Salary Change. Transactions requiring approval are routed to the approver based on the approval workflow configuration. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 24

25 Guided Self Service Transaction Organizations can add questions which will guide the users to complete the compound transactions. Based on the answers to the questions guided process will take the users through required steps and aid in completing the transaction. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 25

26 Program Agenda with Highlight Introduction to Fluid Homepage Employee Self service Homepage Manager Self service Homepage Guided Self service transaction Mobile Approval Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 26

27 Mobile Approvals PeopleSoft Mobile Approval offer customers the ability to unify approvals across products and pillars in one place using intuitive user interface. Ability to approve transactions one at a time or approve more than one transaction at a time (Mass Approval). Users can approve the transaction on their Smartphone, Tablet or Desktop. Provide the ability to approve transactions via without having to login to the application. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 27

28 Approve transactions using mobile devices View transactions pending approval using phone and tablet device User is able to drill down to specific transaction from the summary view Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 28

29 Safe Harbor Statement The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 29

30 Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 30

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