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Recruiting Fluid Pages

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We have put together a list of the delivered Fluid content for Recruiting; this covers Talent Acquisition and Candidate Gateway. There are 63 delivered Fluid Pages in Recruiting making it very heavy on the Fluid User Experience and also making the PeopleSoft front-end a very modern user experience for candidates looking into your organization.

Product Fluid Page Classic Page (replaced or counterpart) Image Delivered
Talent Acquisition Manager Open Jobs Page Image 9
Candidate Gateway Careers Page Image 18
Candidate Gateway New User Registration Page Register Page Image 18
Candidate Gateway Terms and Conditions Page Image 18
Candidate Gateway Sign In Page Sign In Page Image 18
Candidate Gateway Reset Password Page Registration Update Page Image 18
Candidate Gateway Registration Update Page Registration Update Page Image 18
Candidate Gateway Forgot User Name Page Forgot User Name Page Image 18
Candidate Gateway Forgot Password Page Forgot Password Page Image 18
Candidate Gateway Password Reset Page Password Reset Page Image 18
Candidate Gateway My Account Information Page My Account Information Page Image 18
Candidate Gateway My Contact Information Page My Contact Information Page Image 18
Candidate Gateway Change Password Page Change Password Page Image 18
Candidate Gateway Change Secret Question Page Change Secret Question Page Image 18
Candidate Gateway Add/Edit Email Page Image 18
Candidate Gateway Add/Edit Phone Page Image 18
Candidate Gateway Search Jobs Page Job Search Page Image 18
Candidate Gateway Job Description Page Job Description Page Image 18
Candidate Gateway Save Search Page Save Search Page Image 18
Candidate Gateway My Saved Searches Page My Saved Searches Page Image 18
Candidate Gateway Edit Saved Search Page Edit Search Page Image 18
Candidate Gateway My Favorite Jobs Page My Favorite Jobs Page Image 18
Candidate Gateway Email Job Page Send Email Page Image 18
Candidate Gateway (job application) Start Page Start Page Image 18
Candidate Gateway (job application) Terms and Conditions Page Image 18
Candidate Gateway (job application) Prequalify Page Prequalify Page Image 18
Candidate Gateway (job application) Prequalify Results Page Prequalify Results Page Image 18
Candidate Gateway (job application) Resume Page Resume Page Image 18
Candidate Gateway (job application) Use Existing Resume Page Use Existing Resume Page Image 18
Candidate Gateway (job application) Copy & Paste Resume Copy & Paste Resume Page Image 18
Candidate Gateway (job application) <Step Name> Page

 

The sections on this page are controlled by the resume template. The Fluid version of the page supports all the same sections as the classic version of the page.

<Step Name> Page Image 18
Candidate Gateway (job application) Add/Edit Attachment Page Add Attachment Page Image 18
Candidate Gateway (job application) (USF) Add/Edit Priority Placement Page Priority Placement Page Image 19
Candidate Gateway (job application) Add/Edit Work Experience Page Work Experience Page Image 18
Candidate Gateway (job application) Add/Edit Job Training Page Job Training Page Image 18
Candidate Gateway (job application) Add/Edit <Profile Content Type> Page <Profile Content Type> Page Image 18
Candidate Gateway (job application) Add/Edit Reference Page Reference Page Image 18
Candidate Gateway (job application) (NIR) Community Background Page (NIR) Community Background Page Image 18
Candidate Gateway (job application) (USA) Disability Page (USA) Disability Page Image 18
Candidate Gateway (job application) Veteran Page Veteran Page Image 18
Candidate Gateway (job application) (USA) Diversity Page (USA) Diversity Page Image 18
Candidate Gateway (job application) Add/Edit Ethnic Group Image 18
Candidate Gateway (job application) Review and Submit Page Review/Submit Page Image 18
Candidate Gateway (job application) My Contact Information Page My Contact Information Page Image 18
Candidate Gateway (job application) Application Confirmation Page Application Confirmation Page Image 18
Candidate Gateway (job application) Application Summary Page Application Summary Page Image 18
Candidate Gateway My Job Notifications Page My Notifications Page Image 18
Candidate Gateway My Job Applications Page My Activities Page Image 18
Candidate Gateway Resume Page (from the My Job Applications page) Resume Page Image 18
Candidate Gateway Add/Edit Attachment Page(from  the My Job Applications page) Add/Edit Attachment Page Image 18
Candidate Gateway Applicant References Page Applicant References Page Image 18
Candidate Gateway Interview Details Page Interview Details Page Image 18
Candidate Gateway Job Offer Page Job Offer Page Image 18
Candidate Gateway Job Offer Note Page Offer Attachment Note Page Image 18
Candidate Gateway Document Description Page Document Description Page Image 18
Candidate Gateway Send Notification to Recruiter Page Send Notification to Recruiter Page Image 18
Candidate Gateway Refer Friend – Resume Page Refer Friend – Resume Page Image 19
Candidate Gateway Refer Friend – Contact Details Page Refer Friend Contact Details Page Image 19
Candidate Gateway Referral Confirmation Page My Referrals Page Image 19
Talent Acquisition Manager Open Jobs Page Image 9
Talent Acquisition Manager (job opening approvals) Job Opening Page for Fluid Approvals Image 20
Talent Acquisition Manager (job opening approvals) Additional Details Page Image 20
Talent Acquisition Manager (job opening approvals) Posting Destinations Page Image 20
Talent Acquisition Manager (job offer approvals) Job Offer Page for Fluid Approvals Image 20

 

Below is a sample screenshot for a candidate searching for jobs.

 

There is a lot of good information on the Fluid User Interface key concepts page accessible at PeopleSoftinfo.com. This page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – Complete list of all available Fluid Pages that are common to FSCM

Part 2 – General Ledger Fluid Pages

Part 3 – Expenses Fluid Pages

Part 4 – Accounts Payable Fluid WorkCenter

Part 5 – ALM Fluid Pages

Part 6 – Treasury Fluid Pages

Part 7 – Purchasing and eProcurement Fluid Pages

Part 8 – Mobile Inventory Fluid Pages

Part 9 – SRM and Supplier Contracts Fluid Pages

Part 10 – HCM Fluid Pages

Part 11 – Workforce Management Fluid Pages

Part 12 – Workforce Development Fluid Pages

Part 13 – HCM Self-Service Fluid Pages

Part 14 – Global Payroll Fluid Pages

 

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Asset Checkout

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A while back, I blogged about Work Order Failure Tracking and Analysis as one of the hidden treasures of PeopleSoft (click here if you missed it). I thought I would continue along that vein and periodically share little nuggets of functionality that aren’t used as often as others. There is just so much treasure in PeopleSoft, you often have to focus on the largest parts during the initial roll out, with a plan to go back and continue mining for the rest of the goodies. In this article, I’m going to focus on the Asset Checkout function.

Some industries own assets that must be shared, for various financial or operational reasons, among different departments or locations. Additionally, an asset may need to be removed from the site for repair at another location. The Asset Checkout feature will support both needs.

When a user wants to use or checkout the asset, they would simply go to the Asset Checkout page and click the Add a New Value, entering available data – the Start Date and End Date are required to create the Checkout.

When no longer needed, the user will return to the Asset Checkout page and click the Checked In box, entering the actual End Date and Time.

As with all assets, if there is a meter, usage and unit of measure will also need to be entered when the asset is checked in.Keep checking in that treasure chest, who knows what valuable gem you will find that can help you get more out of your investment.

If you have any questions or would like additional information about PeopleSoft Asset or Maintenance Management, please contact me at robin.cole@miproconsulting.com or larry.zagata@miproconsulting.com.

Global Payroll Fluid Pages

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There are some pretty nice Fluid features including some Fluid Pivot Grids for Global Payroll. The results allow the user to filter, drill down and take related actions on the details of the Global Payroll Analytics.

The links below will take you directly to the PeopleBooks page describing the delivered content for Global Payroll Fluid Pages.

Fluid Page Image Delivered
My GP Work Area Settings Page Image 15
Global Payroll Calendar Groups Page Image 15
Payroll Work Items Page Image 15
<Work Item> Page Image 15
Global Payroll Analytics Page Image 15
Element Browser Page Image 17

 

There is a lot of good information on the Fluid User Interface key concepts page accessible at PeopleSoftinfo.com. This page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – Complete list of all available Fluid Pages that are common to FSCM
Part 2 – General Ledger Fluid Pages
Part 3 – Expenses Fluid Pages
Part 4 – Accounts Payable Fluid WorkCenter
Part 5 – ALM Fluid Pages
Part 6 – Treasury Fluid Pages
Part 7 – Purchasing and eProcurement Fluid Pages
Part 8 – Mobile Inventory Fluid Pages
Part 9 – SRM and Supplier Contracts Fluid Pages
Part 10 – HCM Fluid Pages

Part 11 – Workforce Management Fluid Pages
Part 12 – Workforce Development Fluid Pages
Part 13 – HCM Self-Service Fluid Pages

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

HCM Fluid Enhancements – Image 22

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Did you know in Image 22 there are a minimum of 7 new HCM Fluid enhancements, more if you break it down granularly into specific functionality. PeopleSoft continues to expand the use of Fluid and improve the end user experience tremendously across the HCM platform.

We have summarized the new higher level HCM Fluid enhancements from the Image 22 update PDF here:

  • Fluid Absence Self Service: The components now allow the users to inquire the eligibility and forecasting results for employees and managers. The user interface is streamlined to inquire the results in a more intuitive manner. Additionally, any customized forecast messages can now be displayed.
  • ePay: Fluid consent for electronic W-2/W-2c forms. United States employees can now use the PeopleSoft Fluid User Interface to give or withdraw consent for electronic W-2 and W-2c year-end forms.
  • Global Payroll: Fluid self-service for ePay global payroll banking. PeopleSoft ePay now enables your employees to review, edit, and add bank account and payment distribution information using the PeopleSoft Fluid User Interface.
  • Employee Snapshot enhancements: With Image 22, Employee Snapshot now includes additional tiles, pages, and the new Performance Review dashboard to review an employee’s skill sets and responsibilities. These tiles and pages include a view of an employee’s:
    • Personal competencies
    • Honors and awards
    • Responsibilities
    • Licenses and certifications
    • Special projects
  • PeopleSoft Fluid User Interface also enables talent administrators to determine configuration options for the Employee Snapshot.
  • Candidate Gateway: PeopleSoft Update Image 22 also includes additional usability enhancements for Candidate Gateway:
    • The My Job Applications page now shows a status of not eligible if the applicant failed prescreening and was therefore unable to complete the job application. (Fluid and Classic)
    • The Application Summary page now includes a contextual header that identifies the job or jobs for which the applicant applied. (Fluid only)
    • Informational text related to keyword searches and search results has been improved. (Fluid only)
  • Time and Labor Manager Self-Service: The PeopleSoft Time and Labor Manager Self-Service pages enable the managers to enter time and review weekly, payable time, and leave balances using a Fluid User Interface.

If you would like additional information regarding the HCM Fluid enhancements, please contact me at larry.zagata@miproconsulting.com.

Quick Take – First Step – Identifying Your Leased Assets

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Preparing for the new Lease Accounting changes with PeopleSoft Lease Administration

In a previous blog I discussed the high level steps to prepare for the new lease accounting changes. In this blog I will be focusing on the first step, identifying your leased assets. The reason for the deeper dive on this step is that I have seen a common theme across several organizations: Leasing assets is highly decentralized and how the leased assets are being tracked is not the same across all departments. The visibility to the list of leased assets and the related liabilities is not always clear.

The entire process of moving to the new lease accounting standards will require planning, budgeting, modifying business processes, adapting to new software, etc. as outlined in my previous blog. A critical step that your organization can easily do is to build your list of leased assets now. Regardless of your organization’s overall approach, doing this step now will prevent any unnecessary delays once your overall transition plan is in place.

In its current state, your leased asset data is more than likely just focused on the information needed to support payments & invoices and not necessarily all the asset data that will be needed to support the new accounting standards. Pulling together a list of these assets will take some planning and effort; however, it should all be readily available. A first pass approach should be to pull together the list of information that is already being tracked. Then with a second pass, add the new information required for the accounting standards change.

A quick list of the new information needed will include:

Asset Classifications:

  • Ownership Transfer to Lessee (Y/N)
  • Purchase Option Reasonably Certain of Exercise (Y/N)
  • Highly Specialized Customer Specific Asset (Y/N)
  • Lease Term for Major Part of the Asset Useful Life (Y/N)
  • Lease Payments Substantially All Asset Fair Value (Y/N)

Financial Term Information:

  • Lease Start Date
  • Lease End Date
  • Initial Direct Costs
  • Lease Incentives
  • Lease Options
  • Rent vs Operating Expense (cost breakdown and implied interest rates for present value calculations)

Asset information:

  • Asset Profiles
  • Asset Category
  • Asset Fair Value at Lease Inception
  • Asset Fair Value at End of Lease
  • Guaranteed Residual Value
  • Estimated Asset Useful Life

In conclusion, this quick take and deeper dive for building your leased asset list should give your organization a solid jump start and this will ensure that your organization has the necessary data ready when you begin the transition to the new accounting standards.

Thank you for reading and be sure to read my other Lease Administration Blogs.

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting

eProcurement Enhancements to Fluid Requisitions in FSCM Image 24

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With the Selective Adoption approach that is being used with PeopleSoft 9.2, it is important to stay abreast of what new functionality is being delivered in each Image release and the Image 24 release is no exception!

The PeopleSoft Image 24 Fluid Requisitions have been improved to include new pages as well as enhancements to existing pages. In this new Image, you now have the ability to add comments and attachments at the Requisition Header, Line and Schedule levels upon checkout.

When submitting a requisition for checkout, you can use the new Save Confirmation page to review finalized requisition details that have been submitted for approval.

The new My Requisition page allows you to view a list of all of the requisitions that you have entered:

On this page, you also have the ability to perform the following:

  • Budget Check
  • Edit by adding adding/deleting lines as well as modifying quantities
  • Resubmit the requisition

Note: Budget checking is not available in this example as it is not currently enabled.

You also have the ability to review requisition details after clicking on the Requisition icon on the My Requisition page to review information such as Requisition Status, Requester, Item ID and Total Requisition Amount. Here you can review all the requisition lines corresponding to a particular requisition.

Feel free to reach out to us if you have any questions regarding the Image 24 enhancements to Fluid Requisitions.

 

Fluid Approvals – Image 23

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PeopleSoft continues to expand Fluid, especially the very valuable Fluid Approvals. In Image 23, the following Fluid Approvals enhancements were rolled out so here is a consolidated list from the Image 23 overview document. An additional six new Fluid Approvals transactions were added.

  • Enhanced the Fluid user interface for approval of Travel Authorization, Cash Advance, Cash Advance Post-Pay Audit and Expense Post-Pay Audit approvals. In addition, you can view Notes and Attachments if users exit on the Classic page.
  • General Ledger Chartfield approvals. Enabled Fluid ChartField Request Approval through PeopleSoft Page Composer. ChartField request can be approved using a mobile device, by accessing the Pending Approvals page, and selecting the Field Request type.
  • eSettlements approvals. Added Fluid Approvals for invoices at the header and line levels. This feature allows users to approve, deny, or push back transactions, add comments for approval actions, and view transaction attachments. In addition, this feature enables Accounts Payable approvers to view Approval History and submit Self Service Invoices for approval from the voucher component. Users can also instigate batch voucher approval via mass submission.
  • Accounts Receivable Maintenance Write-off. Enhanced Fluid Approvals for Receivables Draft and Maintenance leveraging PeopleSoft Page Compose, for approval transactions initiated from the Draft and Maintenance Worksheet. Allows users to approve, deny, or push back the write-off, perform approval actions for multiple write-offs, add approval comments and view line details and attachments. The approval process supports adding comments and viewing attachments for pending transactions.
  • Treasury Deal Confirmation. This enhancement allows users to approve and deny the deal confirmation; add comments for approval and denial actions; and view line details and transaction attachments.
  • Supplier Approvals. Enhanced Fluid approvals for Suppliers which allows you to view detailed information about Suppliers awaiting approval and approve or deny the request.

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Lease Administration Quick Take

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 A Few of My Favorite New Lease Administration Features Released in v9.2

PeopleSoft Lease Administration will soon be completing the final changes for ASC 842/IFRS 16 compliance and I will be covering that topic in later blogs. In the meantime, I would like to do a quick take and point out a few of my favorite features that PeopleSoft Lease Administration has released along the way with v9.2.

My first favorite feature is Related Lease Types. In prior versions, Related Lease functionality was limited to linking leases thru a Parent Lease field only. In v9.2, an additional Related Lease field was added that allows for leases to be linked together with user defined Related Lease Types. This provides an additional reporting element for linking and tracking leases.

Displayed below is a screen shot of the new Related Leases page. At the top is the Parent/Child section and at the bottom is the new Related Leases section. As illustrated, leases can now be linked together using multiple criteria – a big plus for reporting purposes.

My next new favorite feature is the Payment Group feature. This now provides the capability to control how vouchers & invoices will be grouped together and displayed on the payment & invoice advices. Prior to this recent v9.2 update, the payment detail was not available at the advice level and this new feature now automatically provides landlords & tenants with that important payment breakdown directly on the advice.

Below is a screen shot of the Financial Terms page with 3 terms: Base Rent, Misc Rent – Storage Fees and Operating Expenses. By using the 2ndcolumn for Payment Groups, additional payment breakdown can now be provided on the advice. This provides a good foundation when tailoring payment advices & invoices to meet your requirements.

Lastly, my next favorite feature that was just released is the Integration Check Box. Often times a lease may not be setup in Lease Administration until several months after the lease has been active and payments have already been made. This new feature allows you to add those financial terms to your leases, keep all your lease data intact and prevent those previously made payments from being interfaced to accounts payable (or invoices for accounts receivable).

The screen shot below shows the Base Rent Details page. For any amounts that have already been paid, simply turn off the check box. Then for all future payments keep the check box on. This makes accommodating those previously made payments easy to manage and keeps your lease data complete. The best part is no technical assistance required! It is all user controlled.

Whether you are on an early version of 9.2 or on v9.1 or 9.0, I just wanted to take a few minutes to discuss a few of my favorite new Lease Administration features. Overall, PeopleSoft Lease Administration has released many new features in v9.2. I certainly could have mentioned a dozen more but this blog is just a quick take on a few of my favorites. In my upcoming blogs, I will begin to take a deeper dive on the new upcoming accounting lease standards so stay tuned.

Thank you for reading,

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting

New ASC 842 Leased Assets Federal Requirements – Are You Ready?

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How is your organization preparing for the upcoming Lease Accounting changes that will take effect in 2019 for public companies and in 2020 for private companies? The time is fast approaching and organizations will also need to restate prior year statements as well. Have you created a transition approach? PeopleSoft is well under way to updating Lease Administration to meet the new accounting standards and the latest version is available now to assist your organization in the transition. This blog will cover the necessary high level steps needed to transition your organization’s lease & asset data from the current accounting standards to the upcoming standards.

PeopleSoft’s roadmap to update Lease Administration is in the following 4 phased approach. With Lease Administration phase 3 now officially available in PUM 24, organizations can now begin tracking their leased asset data with the new data requirements. Then when Phase 4 is available and the new lease accounting standards take effect, organizations can be fully ready.

 

Given these upcoming lease accounting changes, what can your organizations do now to be fully prepared when those changes take effect?

  1. Identify all your leases and identify all the related assets for those leases. In many organizations managing leased assets is decentralized, so the first key step is to consolidate those lists now and have all your leases and related assets on a single list. Align the upcoming accounting standards to all your leased assets. Under the current accounting standards, you may not be tracking all the underlying asset data needed to support the new accounting standards such as useful life, asset category and residual value, etc. All this newly required asset information can now be stored in PeopleSoft Lease Administration and be fully available when the new accounting standards take effect. By assembling this information now, your organization will have all the required data it needs in place to start assessing the impacts on its financial statements.
  2. Next is know your business processes. Under the current accounting standards your organization is probably only gathering the lease & asset data that is needed to facilitate payments. But looking ahead you will need to expand the lease & asset data that you track. For most organizations, this should not be a big factor and can be simply addressed by adjusting the current business process to accommodate the new data elements. For some organizations, this might require moving from a decentralized to centralized business process model and this scenario will require a bit more effort. The key here is to leverage your current business process, create a baseline for your current data and then build a transition a plan for the new process model.
  3. Now that your new lease & asset data is in place and your business processes defined, you will now be ready to begin working with the latest updates in PeopleSoft Lease Administration. To support the new accounting standards, Lease Administration is being designed to provide all the required journal entries for capitalizing your leased assets, creating the associated liabilities, recording depreciation and amortization as required and drawing down the liabilities. As part of the transition your organization will need to understand its current general ledger balances for the underlying assets & liabilities, and then understand how those balances will be impacted when the new standards take effect.
  4. Know your reporting requirements. PeopleSoft Lease Administration will provide delivered reports to support the upcoming changes. By understanding your organization’s specific reporting requirements, this will allow your organization to best tailor these reports to meet its needs.

In closing, as your organization begins preparing for the new lease accounting standards, transitioning to the new standards at first may seem a bit intimidating. However, through proper planning and using the above steps as a guide, your organization will be fully prepared for this transition.

Thank you for reading and be sure to read our other Lease Administration Blogs.

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting

Who knew ERP would make it to the cool kids table?

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I came across this interesting article on LinkedIn. (Click here to read the article)

A big benefit in the evolution of Oracle’s PeopleSoft ERP solution to v9.2 is that many of the cool aspects mentioned as cloud features in this article are actually available in the enterprise wide on-premise PeopleSoft solution too!

Nice to have the option if your organization is not ready for a SAAS solution.

Feel free to reach out to me (Shannon.Roche@MIPROconsulting.com) and my colleagues at MIPRO if you would like to have a chat about how to take advantage of some of the advanced usability features of PeopleSoft 9.2.

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