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Deep Dive Blog Series: New ASC 842 Accounting Lease Standards and PeopleSoft Lease Administration

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Hello again everyone. This is now part III of a five-part series that I have devoted to taking a deep dive on the new lease accounting standards. The next 2 blogs in the series, parts 3 & 4, will be an expanded discussion for our lease accounting example that was started in the previous blog. For your reference, here is the complete list of the 5-part series:

  1. Blog series introduction and New lease accounting terminology
  2. Basic lease accounting example
  3. Expanded lease accounting discussion – I
  4. Expanded lease accounting discussion – II
  5. Blog series wrap-up & next steps

In our previous blog, we compared lease accounting balances between the current standards and the upcoming new accounting standards. In the next 2 blogs, I am going to take a more in-depth look at our lease to discuss the new accounting standards further. Per the title of my blog series, I only mention ASC 842 and I do not mention IFRS 16. With ASC 842 all leases will need to have a classification test applied and will be classified either as a finance lease or as an operating lease. Whereas with IFRS 16 all leases will be classified as a finance lease. Thus, going forward when discussing finance leases, this will apply to both ASC 842 and IFRS 16 and when discussing operating leases, this will apply to only ASC 842.

Here are the lease details from our previous blog, #2

Property Lease: 3 years
Yearly Payments: $150,000, $180,000, $210,000 = Total – $540,000
Borrowing interest rate: 9%
ROU Asset Value – $450,000
Lease Liability – $450,000

In this expanded discussion let’s look at the journal entries that would be created to support our above lease data and the resulting accounting balances. First let’s look at the journal entries for this lease using the current accounting standards:

Journal entries under the current accounting standards – Year 1

Start of Lease
No entries required

Year 1
Lease Expense                   $150,000
Cash                                                                  $150,000Lease Expense                                  $ 30,000
Straight Line Accrual                                          $ 30,000

 

With the current accounting standards, the journal entries are very straight forward. No journal entries are required at the start of the lease. The year-end journal entries reflect the cash payment amount and the amount needed to support straight-line accounting. Notice that total lease expense here equals $180,000.

Now, let’s move on to the journal entries need to support the new accounting standards, and for review, here are the accounting balances that we covered in the previous blog:

Lease Information
1 2 3 4
End of Year Payments Lease Liability Liability
Paydown
0 $450,000
1 $150,000 $341,177 $108,823
2 $180,000 $192,395 $148,782
3 $210,000          — $192,395
 
  $540,000

 

Classified as Finance Lease
5 6 7
End of Year Right of Use Asset (Net) Interest Expense Amort Expense
0 $450,000
1 $300,000 $41,177 $150,000
2 $150,000 $31,218 $150,000
3          — $17,606 $150,000
 
  $90,000 $450,000

 

Classified as Operating Lease
8 9 10
End of Year Right of Use Asset Adjustment to Right of Use Asset Lease Expense
0 $450,000
1 $311,177 $138,823 $180,000
2 $162,395 $148,782 $180,000
3          — $162,395 $180,000
 
  $540,000

Journal entries under the new lease accounting standards – Year 1

Classified as a Finance Lease Classified as an Operating Lease
 

Start of Lease

ROU Asset                          $450,000

Lease Liability                    $450,000

 

Year 1

Interest Expense
$ 41,177

Lease Liability                    $108,823

Cash                                      $150,000

Amort. Expense               $150,000

ROU Asset Acc Amort    $150,000

Start of Lease

ROU Asset                          $450,000

Lease Liability                    $450,000

 Year 1

Lease Expense                  $180,000

Lease Liability                    $108,823

Cash                                      $150,000

ROU Asset                          $138,823

 

Looking at the journal entries above we can now compare the differences between classifying this lease as a finance lease or as an operating lease. In the finance lease, we amortize the capitalized ROU asset, whereas, in the operating lease we adjust the ROU asset. For the expense amounts, the finance lease uses a combination of amortization expense and interest expense. The operating lease expense amount is equal to the straight-line amount of $180,000 but now includes several components that make up that amount. Also for the operating lease, the ROU asset adjustment is a net amount derived to balance out the journal entry.

To wrap things up for this part of the blog series, the purpose was to take an expanded look at our lease and do a walk-through of the journal entries required to support the accounting balances that I detailed in part 2. This should help to identify the accounting data that need to be tracked.

In my next blog of the series, I am going to take another expanded look at our lease and cover a few more detailed examples on the new lease accounting standards.

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

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting

 

Selective Adoption

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Now that you’re on PeopleSoft 9.2, you’re probably wondering what Selective Adoption means and what is the best approach to stay current? Selective Adoption is the new methodology that came along with PeopleSoft 9.2 that allows you to selectively apply PeopleSoft fixes and new features as you want them instead of having to wait for ‘the next release.’ Selective Adoption must be taken seriously. If you do not embrace Selective Adoption, you could easily fall behind in updates. This would mean that if you wait too long, you will essentially have to perform work that is equivalent to an upgrade.

How should Selective Adoption be approached? Keeping current will require your company to come up with a new approach for reviewing and applying the fixes and new functionality. This approach will encompass three distinct phases: planning and analysis, engineering and roll-out.

The planning and analysis phase would encompass the following:

  • Possibly creating a new role within the organization that will be responsible for keeping up with the new enhancements that are being delivered. This individual would then work closely with IT and the business owners to develop an adoption plan, identify enhancement priorities and plan implementations as needed.
  • Since there is no longer a requirement to stay current or apply maintenance updates in order, each fix would need to be analyzed for severity, effect, and importance for your organization.
  • A new approach to ‘get current’ would need to be adopted. Although PeopleSoft will continue to recommend getting current every two to three years, there are a couple of ways that this can be accomplished. It can be done all at once or it can be staggered. (One thing to note is that the longer an application goes without being update, the more difficult it would be for maintenance and applying new enhancements/functionality.)

The engineering phase would encompass the following:

  • Creating a calendar of events that will outline the implementation of new enhancements on a periodic basis. This will enable everyone in the organization to be aware and plan for new business functionality.
  • Leverage lifecycle tools such as PeopleSoft Lifecycle Management tools. A couple examples would be the Usage Monitor and the PeopleSoft Test Framework. The Usage Monitor would help analysts determine the parts of the system the organization uses and that information can then be used to determine the effect. The PeopleSoft Test Framework is an automation testing tool that can significantly reduce the time required to system-test applied maintenance and new features.
  • Apply critical changes on a regular basis and stay current on critical changes.

The roll-out phase would encompass that following:

  • You need to be prepared to roll-out small incremental changes to the user community rather than a large single release. This will be beneficial with user buy-in and help with their learning curve.
  • Leverage training materials to help users better understand the new features and functions.

So, if the typical upgrade is no longer needed, what are the best practices for applying the fixes and new features to your 9.2 PeopleSoft environment? The best practices include the following:

  • Immediately apply critical (P1) tax, regulatory, and security updates using the latest Update Image.
  • Regularly apply scheduled, low-cost, high impact features and fixes. These are small, targeted efforts that require little development time and have very little effect on users.
  • Every 12-16 months, update your products to current maintenance levels and take advantage of all the latest features. When your products are up-to-date, applications run better and future features and maintenance are easier to apply. Choose scheduling that works best for your organization–stagger updates to occur at different times or do them all at once.
  • Consider applying enhancements in your change packages that coincide with critical and regulatory changes. If your line of business has to test, why not only test one time for such things as critical changes and enhancements?
  • Roll-out small incremental changes to the line of business and user community rather than a large single release. You can take on as many new enhancements into your environment that you want; however, you do not have to roll them all out to the end users at once.
  • It is vitally important to add PeopleTools upgrades to your Select Adoption Strategy.  You should be upgrading PeopleTools every 12-16 months in order to be able to take advantage of all of the features released in new 9.2 images.
  • Be proactive with change management by putting out quick reference guides or by leveraging dynamic training modules such as PeopleSoft’s User Productivity Kit (UPK).

If you have any questions please feel free to reach out to us. We are more than happy to answer all of your PeopleSoft questions.

Lease Accounting Example – ASC 842 Accounting Lease Standards and PeopleSoft Lease Administration

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Deep Dive Blog Series: Part 2 of 5

Hello again everyone. This is now part II of a five-part series that I have devoted to the new lease accounting standards. This part will discuss a basic lease accounting example to compare the current standards to the new standards. For your reference, here is the complete list for the 5-part series:

  1. Blog series introduction and New lease accounting terminology
  2. Basic lease accounting example
  3. Expanded lease accounting discussion – I
  4. Expanded lease accounting discussion – II
  5. Blog series wrap-up & next steps

Let’s just jump straight in and do a walk-through on a basic lease accounting example to compare the current accounting standards to the new accounting standards.

Property Lease: 3 years
Yearly Payments: $150,000, $180,000, $210,000 = Total – $540,000
Borrowing interest rate: 9%

Current Lease Accounting Standards

Using the current accounting standards for this lease using straight-line accounting would be $180,000 for each year. Under the current rules there would not be an asset on the balance sheet and the disclosure for future minimum lease obligations for years 1 & 2 would be $390,000 & $210,000 respectively.

Looking at the current accounting standards, the table below summarizes key accounting data. This includes disclosures for future minimum lease obligations. Notice that current lease accounting standards do not specifically require the value of the operating lease asset(s) be capitalized on the balance sheet.

Operating Lease under the current Lease Accounting Standards
Year Cash Payments Straight Line Accrual/Deferral Total Rent/Lease Expense Future Minimum Lease Obligation Capitalized Asset Value
1 $150,000 $30,000 $180,000 $390,000 n/a
2 $180,000        — $180,000 $210,000 n/a
3 $210,000 ($30,000) $180,000          — n/a
 
Total $540,000        — $540,000          —                —

Future Lease Accounting Standards with ASC 842

With the future accounting standards leases, there will be a test with five key criteria. Depending on the outcome of these tests, the lease will be classified as either a finance lease or as an operating lease. Just to confirm, later in the series I will cover the criteria tests in a bit more detail but for now let’s just focus on the accounting. I will then use the same lease payment information from above, including the borrowing interest rate to illustrate the key accounting data for this classified as both as either a finance lease and as an operating lease.

Looking at the table below in column 2, we still have the same lease payments as we used in the old accounting standards example above. Notice with the new standards a liability needs to be maintained on the balance sheet for both classifications, as shown in columns 3 & 4.

Finance Lease

If the lease is to be classified as a Finance Lease, the lease expense will be broken down into interest expense and amortization expense, columns 6 & 7. With the net balance of the asset on the balance sheet amortized each year as shown in columns 5 & 7.

Operating Lease

If the lease is to be classified as an operating lease, the lease expense will be a straight-line amount as shown in column 10. The adjusted balance of the asset on the balance sheet is shown in column 8 and Column 9 displays the adjustment amount which utilizes the borrowing interest rate as part of the adjustment.

Lease Information
1 2 3 4
End of Year Payments Lease Liability Liability

Paydown

0 $450,000
1 $150,000 $341,177 $108,823
2 $180,000 $192,395 $148,782
3 $210,000          — $192,395
 
  $540,000

 

Classified as Finance Lease
5 6 7
End of Year Right of Use Asset (Net) Interest Expense Amort Expense
0 $450,000
1 $300,000 $41,177 $150,000
2 $150,000 $31,218 $150,000
3          — $17,606 $150,000
 
  $90,000 $450,000

 

Classified as Operating Lease
8 9 10
End of Year Right of Use Asset Adjustment to Right of Use Asset Lease Expense
0 $450,000
1 $311,177 $138,823 $180,000
2 $162,395 $148,782 $180,000
3          — $162,395 $180,000
 
  $540,000

As we can see with the old standard, disclosing the future minimum lease obligations is key and with the new standards, there will be rules for tracking the liability directly on the balance sheet. For tracking the lease expense and the asset balances, there will be different rules depending on how the lease is classified.

As part of my research on the new lease accounting standards I have read many publications on the topic, some of which were several hundred pages long. This blog is just meant to illustrate a very straight forward and simple example to highlight the new accounting balances that will be supported and tracked with PeopleSoft Lease Administration. Stay tuned for my next blogs where I will take an expanded look on the new lease accounting standards and discuss more in-depth lease examples.

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

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting

Time and Pay Fluid Pages

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Did you know there are 34 delivered HR Time and Pay Fluid Pages? These cover Absence Management, Time and Labor Self-Service and Time and Labor Manager Self-Service. Below is a list of the delivered content for HCM Time and Pay Fluid Pages. The links will take you directly to the PeopleBooks page describing the content.

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Delivered
Absence Management Request Absence Page Request Absence Page Image 9
Absence Management View Requests Page Absence Request History Page Image 9
Absence Management Details Page Request Details Page Image 9
Absence Management Balances Page View Absence Balances Page Image 9
Absence Management Cancel Absences Page Cancel Absence Page Image 19
Absence Management (Fluid Approvals) Pending Approvals – Absence Request Page Image 20
Absence Management (Fluid Approvals) Pending Approvals – Cancel Absence Page Image 20
Time and Labor (Employee Self Service) Report Time Page Timesheet Page Image 9
Time and Labor (Employee Self Service) Report Leave Page Image 9
Time and Labor (Employee Self Service) Weekly Time Page Image 9
Time and Labor (Employee Self Service) Payable Time Page Image 9
Time and Labor (Employee Self Service) Leave Balances Page Image 9
Time and Labor (Employee Self Service) User Preferences Page Image 9
Time and Labor (Manager Self Service) Team Time Page Image 14
Time and Labor (Manager Self Service) Manage Exceptions Page Image 14
Time and Labor (Manager Self Service) Reporting Locations Page Image 16
Time and Labor (Manager Self Service) Workforce Availability Page Image 17
Time and Labor (Manager Self Service) Scheduled Daily Page Image 17
Time and Labor (Manager Self Service) No Show Daily Pages Image 17
Time and Labor (Manager Self Service) Schedule Deviation Daily Pages Image 17
Time and Labor (Manager Self Service) Not Scheduled Daily Page Image 17
Time and Labor (Manager Self Service) Elapsed Daily Page Image 17
Time and Labor (Manager Self Service) Away From Work Daily Category Image 17
Time and Labor (Manager Self Service) Unapproved Absence Daily Page Image 18
Time and Labor (Manager Self Service) Approved Absence Daily Page Image 18
Time and Labor (Manager Self Service) Training Daily Page Image 18
Time and Labor (Manager Self Service) Comp Time Off Page Image 18
Time and Labor (Manager Self Service) Weekly Time Views Image 18
Time and Labor (Manager Self Service) Workforce Availability – Scheduled Weekly Page Image 18
Time and Labor (Manager Self Service) Schedule Deviation Weekly Page Image 18
Time and Labor (Manager Self Service) Away From Work Daily Category Image 18
Time and Labor (Manager Self Service) Unapproved Absence Weekly Page Image 18
Time and Labor (Manager Self Service) Approved Absence Weekly Page Image 18
Time and Labor (Manager Self Service) Training Weekly Page Image 18
Time and Labor (Manager Self Service) Comp Time Off Weekly Page Image 18

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
Part 15 – Recruiting Fluid Pages

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

Lease Accounting Terminology – ASC 842 Accounting Lease Standards and PeopleSoft Lease Administration

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Deep Dive Blog Series: Part 1 of 5

Hello everyone. I am working on a 5-part blog series for the new ASC 842 Accounting Lease Standards. The 5 parts will be as follows:

  1. Blog series introduction and new lease accounting terminology
  2. Basic lease accounting example
  3. Expanded lease accounting discussion – I
  4. Expanded lease accounting discussion – II
  5. Blog series wrap-up & next steps

For some of you, this series will be a solid introduction as you begin the process towards complying with the new ASC 842 standards. For others, this will be a review of information that you have already begun to gather and, hopefully, this series will be a good reinforcement of that information. Without further delay, let’s just jump straight in and do a walk-through of some of the key terminology that will provide you with a solid foundation for the new lease accounting standards and will allow you to explore a handful of lease accounting examples later in this series.

Finance vs Operating Leases
With ASC 842, all leases will be tested using 5 key criteria to determine if it is a finance or operating lease. Finance leases act primarily as the lessee taking ownership of the asset. Operating leases act primarily as the lessee renting the asset for a specific period of time that is less than the assets full useful life. Under IFRS 16, all leases will be classified as finance leases and the test to classify a lease as an operating lease will not be needed.

Right-of-Use Asset (ROU)
This will be how your leased assets will be labeled on your balance sheet. If your assets are categorized as a finance lease, then there will also be an amortization account. If your assets are categorized as an operating lease, then your Right-of-Use Asset (ROU) asset balances will be adjusted instead of being amortized.

Initial Direct Costs (IDCs)
These are direct costs that were incurred exclusively for obtaining the lease. These amounts are included in the calculation of the right-of-use asset dollar amount but are not included in the lease liability since these amounts are paid upfront.

Interest Borrowing Rate
This may not be a new term for equipment leases but it will be new for tracking property leases under the new standards for PVLP calculations for both finance leases and operating leases.

Present Value of Lease Payments (PVLP)
This is the present value of the lease payments calculated using the interest borrowing rate. This present value calculation is used to create the right-of-use asset dollar value.   A present value table over the life of the lease will also be used for calculating interest expense and the liability pay down schedule.

Lease Liability
New for all property leases and for equipment operating leases, organizations will be required to have a lease liability on the books for all leases. For each year of the lease, the lease liability is equal to the present value of the remaining lease payments.

Lease Incentives
Payments made to the lessee by the lessor as incentive for signing the lease.  Lease incentives received in cash reduce the value of the right-of-use asset.

Residual Value Guaranteed
If this amount is probable, then the residual value guarantee is included in the right-of-use asset and lease liability calculation.

Reasonably Certain
Options that are reasonably certain of being exercised should be included in the value of the right-of-use asset and in the calculation of the present value of the lease payments.

Asset Fair Market Values
The fair market value of the asset at the beginning of the lease is used in determining the classification of a lease as finance or operating. Whereas asset fair market values at the end of the lease can determine if a purchase option for an asset is reasonably certain to be exercised.

At first, the wealth of information on this topic may seem overwhelming but the above list of lease accounting terminology should give you a solid head start. Please also do your own research on the topic as well. Overall, from an accounting and present value stand point, the new standards are very logical to interpret.

Stay tuned for my next blog in the series where I will incorporate the above accounting terms into some lease accounting examples. First, I will begin with a basic lease accounting example to compare the current standards to the new standards. Then I will move on to taking an expanded look on the new lease accounting standards with a few more complex lease accounting examples.

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

Steven Brenner, CPA
Senior Principal Consultant

Simplified Analytics

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Another Easy to Use and Powerful Tool Delivered by PeopleSoft

Are your end users looking for a more graphical representation of their analytic information? Are you seeking justification for moving to PeopleTools 8.55? If you have not already viewed the PeopleSoft Talk with Marc Weintraub: Simplified Analytics featuring Matthew Haavisto I strongly recommend you do.

 

 

With Simplified Analytics, the PeopleSoft team has delivered yet another easy to use tool designed to provide the analytic information end users seek. It’s an intuitive and simple to understand graphical interface that can be presented right in the context of a transaction. The most common use is embedding them right into the transaction. You can also present your Simplified Analytics in a tile as part of a dashboard or home page or combine multiple analytics into an analytic dashboard. The PeopleSoft development teams are already starting to deliver some Simplified Analytics embedded within certain applications but the intuitive and simple method for creating Simplified Analytics makes it something you may want to begin exploring now. So if you have not already watched the above episode of PeopleSoft Talk you should definitely check it out!

If you have  any PeopleSoft questions at all please reach out to us at larry.zagata@miproconsulting.com.

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.

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