PeopleSoft v9.2 Human Capital Management Highlights and Enhancements Rocky Mountain RUG March 6, 2014
Agenda About SpearMC and Your Presenter PeopleSoft v9.2 HCM Highlights and Enhancements General Enhancements Human Resources Benefits Payroll Time and Labor 2
About SpearMC and Your Presenter
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 customtailored PeopleSoft Financial training solutions and educational content development. It is our mission to provide the highest levels of professional service at competitive rates 4
Slide 5 About SpearMC 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 5
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 6
PeopleSoft v9.2 HCM Highlights and Enhancements
General Enhancements
HCM General Enhancement Highlights PeopleSoft Secure Enterprise Search Pivot Grid Functionality Embedded Help 9
PeopleSoft Secure Enterprise Search 10
PeopleSoft Secure Enterprise Search Users can easily navigate back to the last search results without having to re-do their search. 11
PeopleSoft Secure Enterprise Search Search items returned show the date the item was last updated. Users can access related actions from returned search items. 12
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. 13
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 14
Pivot Grids Users can use filters to manage the results displayed in the grid. Users can define headers for the grid columns and rows. Results of the query is displayed in a grid format. 15
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. 16
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. 17
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 18
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 19
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. 20
Human Resources
Human Resources Highlights Manager Dashboard Org Chart Viewer Smart HR Profile Management Enhancements 22
Manager Dashboard The Manager Dashboard provides important information for which a manager needs to focus. The Administrator can determine which pagelets should display on the dashboard. 23
Manager Dashboard 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. 24
Manager Dashboard The Direct Line Reports section provides a summarized comparative view of their direct line reports. Different tabs provide function specific information about direct reports Managers can take a related action on an individuals. 25
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. 26
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. 27
Org Chart Viewer The Org Chart view consists of 3 sections: - Company Directory - Direct Reports - Matrix Reporting 28
Org Chart Viewer 29
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. 30
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 31
Smart HR The Components that will be updated are added to the Components Tab. The Transaction Sections are then added to the Sections Tab. 32
Smart HR The user is able to identify what type of transaction is being process on the Manage Transactions page. 33
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 34
Profile Management Enhancements Profile Properties can be added with an external prompt table with which the custom definition is associated. Profile Properties can be added with an internal self contained list within the custom prompt definition. 35
Profile Management Enhancements Prompt List Name can now be added for attributes that have a dynamic prompt table 36
Profile Management Enhancements The customizable profile allows you to add special information that is relevant to your organization s needs. 37
Profile Management Enhancements If a content item has related content, the related content button will appear on the search criteria page. 38
Profile Management Enhancements Employee Profiles may now be compared to Non-Person Profiles 39
Compensation Enhancements Open Compensation Cycle Job Changes Compensation Pivot Grids Improved Usability for ad hoc Salary Changes New Compensation History Page 40
Compensation Enhancements 41
Compensation Pivot Grids 42
Ad Hoc Salary Changes 43
Compensation History Page 44
Payroll for North America
Paycheck Modeler 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. 46
Paycheck Modeler 47
Paycheck Modeler 48
Paycheck Modeler 49
Paycheck Modeler 50
Paycheck Modeler 51
Paycheck Modeler 52
Paycheck Modeler 53
Paycheck Modeler 54
Benefits
HCM 9.2 Increased Configurability of Life Events Health Benefit Enrollment Analytics 56
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. 57
Event Category Each of the Life Event Templates are grouped into Life Event Categories. 58
Life Event Workflow Descriptive Pages for each Life event can be created using the Text Catalogue Activity Guide Pagelet allows user to see all of the steps and substeps of an event as well as the status of each step. 59
Life Events Document Upload Employees can upload required documents as part of the life events. 60
Health Benefit Enrollment Analysis 61
Time and Labor
HCM 9.2 Configurable Timesheet Timesheet Lockdown TRC Access and Ordering Sequence Time and Labor Work Center 63
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. 64
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. 65
Timesheet Lockdown User can lock timesheets for specific Pay Groups - or - User can select to lock all timesheets 66
TRC Access and Ordering Sequence 67
Time and Labor Work Center 68
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. 69
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. 70
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. 71
Time and Labor Work Center 72
Contact Information Marcus Bode, Managing Director mbode@spearmc.com Leslie McConnell, Consultant leslie.mcconnell@spearmc.com 73
www.spearmc.com 866-SPEARMC