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HCM Self-Service Fluid Pages

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Can you believe the number of HCM Self-Service Fluid pages? 56 HCM Self-Service Fluid pages! These pages cover employee self-service for benefits, payroll, profile and manager self-service.

The links below will take you directly to the PeopleBooks page describing the delivered content for HCM Self-Service Fluid Pages.

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Delivered Comments
eBenefits Benefits Summary Page Image 9
eBenefits Life Events Page Image 9
eBenefits View Form 1095-C Page View Form 1095-C Page Image 20
eBenefits Form 1095-C Consent Page Form 1095-C Consent Page Image 20
eCompensation Manager Desktop Pending Approvals – Ad Hoc Salary Change Page Approve Ad Hoc Salary Change Page Image 20
eDevelopment Talent Profile Page My Current Profile Page Image 9 See also Maintaining Person Profiles.
ePay (Global Payroll) Payslips Page View Payslips

See Viewing Payslips Online

Image 9
ePay (Global Payroll) Payment Summary Page (small form factor only) Image 14 Includes several secondary pages with details such as earnings, deductions, absence balances, payment distribution, and paycheck analytics.
ePay (Global Payroll) Payslip Analytics Page (small form factor only) Image 14
ePay (Payroll for North America) Pay Page Pay Page

See Setting Up and Viewing Self-Service Paychecks

Image 9
ePay (Payroll for North America) View Paycheck Page (medium and larger form factors) Pay Page

See Setting Up and Viewing Self-Service Paychecks

Image 9
ePay (Payroll for North America) Paycheck Summary Page and Paycheque Summary page (small form factor only) Pay Page and Pacheque Page

See Setting Up and Viewing Self-Service Paychecks

Image 14 Includes several secondary pages with details such as earnings, taxes, deductions, leave balances, net pay distribution, and paycheck analytics.
ePay (Payroll for North America) Paycheck Analytics Page (small form factor only) Image 14
ePay (Payroll for North America) Tax Withholding Page Image 18
ePay (Payroll for North America) Federal Tax Withholding Forms Page Image 18
ePay (Payroll for North America) State Tax Withholding Forms Page Image 18
eProfile (Personal Details) Additional Information Page Image 9 See also Reviewing and Updating Personal Information.
eProfile (Personal Details) Addresses (Summary) Page Home and Mailing Address Page

See Reviewing and Updating Personal Information.

Image 9
eProfile (Personal Details) Contact Details Page Phone Numbers Page

Email Addresses Page

See Reviewing and Updating Personal Information

Image 9
eProfile (Personal Details) Emergency Contacts (Summary) Page Emergency Contacts Page

See Reviewing and Updating Personal Information.

Image 9
eProfile (Personal Details) Ethnic Groups Page Ethnic Groups Page

See Reviewing and Updating Personal Information.

Image 9
eProfile (Personal Details) Form I-9 Page Employment Eligibility Verification Page, Section 1 Image 17
eProfile (Personal Details) Marital Status Page Marital Start Page

See Reviewing and Updating Personal Information.

Image 9
eProfile (Personal Details) Name (Summary) Page Name Change Page

See Reviewing and Updating Personal Information.

Image 9
eProfile (Personal Details) Veteran Status Page Veteran Status Page Image 17
eProfile (Personal Details) Voluntary Self-Identification Disability Page Voluntary Self-Identification of Disability Page Image 17
eProfile (Personal Details) Select Photo Page Image 9
eProfile (Matrix Team) Manage Matrix Teams Page Image 17
eProfile Manager Desktop (Fluid Approvals) Pending Approvals – <Transaction Name> Page Image 20 Fluid Approvals supports the following eProfile Manager Desktop approval transaction requests that are generated from the following self service pages:

Employee Self Service:
·Address Change
·Marital Status Change
·Name Change

Manager Self Service:
·Full/Part Time Status
·Location Change
·Promote Employee
·Reporting Change
·Retire Employee
·Terminate Employee
·Transfer Employee

eProfile Manager Desktop (Employee Snapshot) Employee Snapshot – Summary Dashboard Image 19
eProfile Manager Desktop (Employee Snapshot) Employee Snapshot – Promotion Readiness Dashboard Image 19
eProfile Manager Desktop (Employee Snapshot) Employee Snapshot – Compensation Review Dashboard Image 21
eProfile Manager Desktop (Employee Snapshot) Job Details: Job Information Page Image 19 See also Talent Summary Page.
eProfile Manager Desktop (Employee Snapshot) Job Details: Job History Page Career History Pagelet Image 20
eProfile Manager Desktop (Employee Snapshot) Compensation: Current Salary Page Current Salary Pagelet Image 20
eProfile Manager Desktop (Employee Snapshot) Compensation: Salary History Page Base Salary History Pagelet Image 20
eProfile Manager Desktop (Employee Snapshot) Compensation History Page Image 19
eProfile Manager Desktop (Employee Snapshot) Compensation: Total Rewards Page Total Rewards Pagelet Image 21
eProfile Manager Desktop (Employee Snapshot) Job Competencies Page Job Related Competencies Pagelet Image 19
eProfile Manager Desktop (Employee Snapshot) Performance History Page Performance History Pagelet as a Graph Image 19
eProfile Manager Desktop (guided self-service) Select Employee Page Image 9 Fluid pages for guided self-service were delivered in Image 9. Configurations for specific guided self-service transactions have been delivered in multiple images:

·Image 9: Change Full/Part Time Status, Promote Employee, Request Ad Hoc Salary Change, Transfer Employee

·Image 11: Request Location Change, Request Reporting Change

·Image 12: Retire Employee, Terminate Employee

·Image 20: Demote Employee

·Image 21: Request Paid Leave of Absence, Request Leave of Absence

eProfile Manager Desktop (guided self-service) Questionnaire Page Image 9
eProfile Manager Desktop (guided self-service) Decision Support Page(PeopleTools  8.55 or later) Image 9
eProfile Manager Desktop (guided self-service) Work and Job Information Page Image 9
eProfile Manager Desktop (guided self-service) Compensation Details Page Image 9
eProfile Manager Desktop (guided self-service) Review and Submit Page Image 9
eProfile Manager Desktop (guided self-service) Fluid <Transaction Name> Page for Guided Self-Service Approvals Image 20
eProfile Manager Desktop (guided self-service) Salary Change Details Page (for fluid approvals) Image 20
eProfile Manager Desktop (guided self-service) Salary Grade Information Page(for  fluid approvals) Image 20
eProfile Manager Desktop (guided self-service) Attachments Page (for fluid approvals) Image 20
eProfile Manager Desktop (My Team) My Team – Summary Page Image 9 See also Viewing the Manager Dashboard Pagelets and Pages Used to View Personal Information
eProfile Manager Desktop (My Team) Select Manager Page Image 17
eProfile Manager Desktop (My Team) My Team – Performance Page Image 9 See also Viewing the Manager Dashboard Pagelets and Pages Used to View Personal Information
eProfile Manager Desktop (My Team) My Team – Compensation Page Image 9 See also Viewing the Manager Dashboard Pagelets and Pages Used to View Personal Information
eProfile Manager Desktop (My Team) My Team – Leave Balances Page Image 9 See also Viewing the Manager Dashboard Pagelets and Pages Used to View Personal Information
eProfile Manager Desktop (My Team – Analytics) Performance vs. Compa-Ratio Pivot Grid Image 18
eProfile Manager Desktop (Fluid Approvals – Matrix Team) Pending Approvals – Matrix Team Page Image 20

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

If you would like additional information regarding HCM Self-Service Fluid Pages or any other Fluid information, please contact me at larry.zagata@miproconsulting.com.

Test Drive the New Functionality in Auto Assignment & Dispatch

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The last time I discussed Auto Assignment & Dispatch, it was to introduce you to new functionality in PUM 9.11 (check it out here). It was brand spanking new then and some were a bit hesitant to give it a test drive (yes, I know, some of you are still hesitating to hop in and give it a go, but that’s an entirely different conversation). For those of you who’ve tried it out and are ready to check out the new features of Auto Assignment & Dispatch – here you go.

Two new fields have been added to the Criteria tab – this is the primary driver for Auto Assignment. Introducing Work Location and Department – both pulled from the Asset Record found on the General Information and the Manufacture/License/Custodian tabs.

The other bit of news is that the Auto Resource Replacement functionality is finally live! Yay! This was in the original scope of the Auto Assignment & Dispatch enhancement, but was pulled back due to timing.

I’m thrilled that this is now functioning. Now, when Assignment 1 is not avaialable, the work order will automatically go to Assignment 2, or 3, etc. Labor or Vendor, depending on how you have your Auto Assignment & Dispatch set up. One thing to keep in mind with this however, is that you must have your Assignment scheduled hours set – you can’t use 24 hour availability, or there will never be a need to search for a second or third option.

Lastly, remember to set your Auto Assignment & Dispatch and the Auto Resource Replacement options in the Maintenance Management BU Set Up Options.

So give the new features of Auto Assignment a test drive, see if they smooth out your operational road a bit more. And if you’ve never stepped into the world of Auto Assignment, why not check it out? Soon you’ll be driving along using the ‘cruise control’ of work order assignment too.

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

Workforce Development Fluid Pages

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Today’s topic discusses Workforce Development Fluid Pages. This is a list of pages that managers can access from a single place in the PeopleSoft Fluid User Interface to work with documents.

Below is a list of the delivered content for the Workforce Development 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 Comments
ePerformance Current Documents Page (Team Performance) Current <Performance or Development> Documents Page or <Performance or Development> Documents Page Image 9
ePerformance Create Documents Page (Team Performance) Create <Performance or Development> Documents – Document Creation Details Page Image 9
ePerformance Delegated Documents Page Image 9
ePerformance Historical Documents Page (Team Performance) <Performance or Development> Document History Page Image 9
ePerformance Team Performance Status Page My Team’s Performance Status Pagelet Image 9
ePerformance Pending Approvals – Performance Page Approve Document Page Image 20
ePerformance My Current Documents Page Current <Performance or Development> Documents Page or <Performance or Development> Documents Page Image 9
ePerformance Create Document Page (Performance) Create <Performance or Development> Documents Page Image 9
ePerformance My Historical Documents Page <Performance or Development> Document History Page Image 9
ePerformance Evaluations of Others Page My Current Evaluations for Others Page Image 9
ePerformance Historical Evaluations of Others Page My Historical Evaluations for Others Image 9 See also Viewing Historical Documents

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

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

Workforce Management Fluid Pages

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As promised, today we are continuing our Fluid information blogs – we will be giving you links for Workforce Management Fluid Pages.

Below is a list of the delivered content for the Workforce Management Fluid Pages business process. The links will take you directly to the PeopleBooks page describing the content.

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Delivered Comments
Human Resources Company Directory Landing Page Image 12 See also Using the Org Chart Viewer.
Human Resources (Company Directory) Profile Page Header Image 12
Human Resources (Company Directory) Supplementary Panel for the Company Directory – Profile Pages Image 18
Human Resources (Company Directory) (Smartphone) Profile Page Profile Page Image 17
Human Resources (Company Directory) (Tablet) Profile – Contact Information Page Profile Page. Image 12
Human Resources (Company Directory) Address Map Page Image 17 Available when eLocation map services is licensed.
Human Resources (Company Directory) Profile – Reporting Structure Page Profile Page. Image 12
Human Resources (Company Directory) Profile – Directs Page Profile Page. Image 12
Human Resources (Company Directory) Profile – Peers Page Profile Page. Image 12
Human Resources (Company Directory) Other Teams – <Team Name> Page Image 12 See also Org Chart Viewer – Teams Page.
Human Resources (Company Directory) (Tablet) Profile – Job Details Page Profile Page. Image 12
Human Resources (Company Directory) (Tablet) Profile – About Page Profile Page. Image 12
Human Resources (Company Directory) (Tablet) Org Chart Page Org Chart Page Image 12
Human Resources (Matrix Team) Manage Matrix Teams Page Image 17
Human Resources (Fluid Approvals – Matrix Team) Pending Approvals – Matrix Team Page Image 20

 

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

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

HCM Fluid Pages

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Our blog today will cover the common HCM Fluid Pages. Many of these HCM Fluid Pages are about personalization but also include common Fluid Approval Pages. The common Fluid Pages are primarily self-service Homepages along with approvals.

From here you will find the links to the HCM and FSCM delivered Fluid Homepages which is essentially links into PeopleBooks. We will continue over the next few blogs, to update what is currently available through Image 21.

All of the bullets below are active links which will take you directly to the page in PeopleBooks.

Fluid Page Image Delivered Comments
Pending Approvals Page Image 20 See also Administering Approvals
Pending Approvals – <Transaction Details> Page Image 20 See also Administering Approvals
Approvals History Page Image 20 See also Administering Approvals
Approvals History – <Transaction Details> Page Image 20 See also Administering Approvals
File Definitions Page Image 18 The File Integration Framework feature is a guided process that assists users in generating Flat files.
HR Notification Page (Fluid) Image 20 Classic Page – HR Notification Page (Classic)
Employee Self-Service Home Page Image 9
Manager Self Service Home Page Image 9
Talent Administrator Home Page Image 17
Workforce Administrator Home 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

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

SRM and Supplier Contracts Fluid Pages

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The addition of these SRM and Supplier Contracts Fluid Pages, most recently in image 22, provides well-rounded Fluid capability for contracts in Supply Chain.

Below is a list of the delivered SRM and Supplier Contracts Fluid pages. The links will take you directly to the PeopleBooks page describing the content.

Application / Product Fluid Page Image Delivered
SCM Supplier Page Image 23
SRM Supplier Watch List — My Analytics Panel Image 18
SRM Group Contracts and Special Purpose Contracts page Image 18
SRM Group and Special Purpose Contract (Add) Mode Image 18
SRM Group and Special Purpose Contract Component Image 18
SRM Contract Main page Image 18
SRM Document page Image 18
SRM Related Contracts page Image 18
SRM Supplier Locations page Image 18
SRM Amount Notification page Image 18
SRM Dates/ Notifications page Image 18
SRM Agreements page Image 18
SRM Comments page Image 18
SRM Date History page Image 18
Supplier Contract Management Pending Approvals – Supplier Contract Page (List) Image 22
Supplier Contract Management Supplier Contract Approval Page Image 22
Supplier Contract Management Approval Line Detail Page Image 22
Supplier Contract Management Pending Approvals – Supplier Contract Clause (List) Page Image 22
Supplier Contract Management Approval Header Detail Page Image 22

We previously blogged about Supplier Contracts and that blog can be found here:

Improvements to PeopleSoft Procurement

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

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

Mobile Inventory Fluid Pages

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The basic Mobile Inventory Fluid pages are not new to PeopleSoft – but WOW can you believe all of the new pages available in Fluid!

Below is a list of the delivered Mobile Inventory Fluid pages. The links will take you directly to the PeopleBooks page describing the content.

Fluid Page Image Delivered
Display Options – Mobile Inventory — Fluid Page Image 14
Item Stock Inquiry – Fluid Page Image 18
Receiving PO – Fluid Receipt Main Page Image 18
Perform Putaway – Fluid Page Image 18
Delivery — Fluid Perform Delivery Page Image 18
Delivery Cart — Fluid Maintain Items in Cart Page Image 18
Receiving Ad Hoc — Fluid Page Image 14
Par Count — Fluid Page Image 14
Performing Par Location Ad Hoc Counts Using the PeopleSoft Fluid User Interface on Mobile Devices Image 14
Guided Count — Fluid Page Image 14
Count by Location — Fluid Page Image 14
Count by Item — Fluid Page Image 14
Manual Count — Fluid Page Image 18
Express Issue — Fluid Page Image 14
Adjustments – Fluid Page Image 18
Fulfillment Inquiry — Fluid Fulfillment Status Summary Page Image 18
Bin to Bin Transfer — Fluid Page Image 18
Picking Feedback — Fluid Single or Multi Item Page Image 18

We previously blogged about Mobile Inventory and those blogs can be found here:

PeopleSoft Mobile Inventory Improvements
PeopleSoft Mobile Inventory

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

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

PeopleTools 8.56

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Oracle just announced the general availability of PeopleTools 8.56. This is the first major PeopleTools release since December 2015 so this is exciting news!  Check out Oracle’s PeopleSoft Technology Blog for all of the information about PeopleTools 8.56. The site contains valuable links to additional information.

We encourage you to watch the video feature overview of the new tools and read the New Features Overview document (Oracle support ID required). These will be two of the best sources of information related to what is new in PeopleTools 8.56.

Here are a few of the key features in PeopleTools 8.56 to pay close attention to:

  • Classic Plus feature: Classic Plus allows reworked classic components to be displayed in “Fluid-like” manner.
  • Smartphone personalization: Users can now personalize their Homepage Fluid content much like they can on a PC. This brings one additional step toward being able to do even more work and value add activities on smart devices.
  • PeopleSoft Update Manager: There are new analytics that allow users to drill into details and differentiate between bugs and new features. Additionally several new analytics are provided:
    • Enhancements by Image
    • Enhancements by product
    • Enhancements by minimum tools release

PeopleTools 8.56 offers many other new features that may be of interest and value to your organization including some additional Change Assistant enhancements, PeopleSoft Test Framework and other portal enhancements.

Look for future MIPRO demo’s and detailed “how to” blogs leveraging the new PeopleTools 8.56. If you would like any additional information, please contact me at larry.zagata@miproconsulting.com.

Purchasing and eProcurement Fluid Pages

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Have you noticed how many Purchasing and eProcurement Fluid pages are available in PeopleSoft?

Below is a list of the delivered Purchasing and eProcurement Fluid pages. The links will take you directly to the PeopleBooks page describing the content.

Application / Product Fluid Page Image Delivered
Purchasing Procurement User Preferences – Contract Expiration Page Image 10
Purchasing Procurement User Preferences – PO Approval Cycle Time Page Image 10
Purchasing Procurement User Preferences – Procurement Spend Analysis Page Image 10
Purchasing Procurement User Preferences – Supplier Watch List Page Image 10
Purchasing Procurement User Preferences – Sourcing Events Page Image 10
Purchasing Procurement Operations Home Page with Reporting Entity not assigned to User Image 10
Purchasing Procurement Operations Home Page Image 10
Purchasing Procurement Spend Analysis Image 10
Purchasing Supplier Watch List Image 10
Purchasing Supplier Watch – Sourcing Information Image 10
Purchasing PO Approval Cycle Time Image 10
Purchasing Req Approval Cycle Time Image 10
Purchasing Expiring Contracts Image 10
Purchasing Notify Page Image 10
Purchasing View Event Threshold Image 15
Purchasing My Sourcing Events Page Image 18
eProcurement Understanding PeopleSoft Fluid User Interface Image 10
eProcurement Using Fluid User Interface for Creating Requisitions Image 10
eProcurement Using Fluid User Interface for Receiving Items Image 22

Requisitions are a key functionality of Purchasing and eProcurement and Fluid Requisitions opens up the requisitioning process to mobile devices and anytime approved requisitioning.

There is also a video overview of Fluid Requisitions found here:

There is a lot of good information on the Fluid User Interface key concepts page accessible on 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

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

Treasury Fluid Pages

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There are a tremendous amount of Treasury Fluid Pages available today in PeopleSoft. Below is a list of the delivered Treasury Fluid Pages. Each link will take you directly to the PeopleBooks page describing the content.

There is also a great video overview of the Treasury Fluid Pages content found here.

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Delivered
Cash Management My Preferences – Cash Forecast Page Not applicable Image 10
Cash Management Cash Forecast – Summary Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Currency Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Bank Account Groups Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Bank Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Bank Accounts Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Business Unit Groups Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Business Unit Page Cash Forecasting Results Page Image 10
Treasury My Preferences – Bank Balances Page Not applicable Image 10
Treasury Bank Overdrafts Page Not applicable Image 10
Treasury NavBar: Bank Balances Page Not applicable Image 10
Treasury My Preferences – Investment and Debt Page Not applicable Image 10
Treasury Investment and Debt Page Not applicable Image 10
Treasury NavBar: Investment and Debt Page Not applicable Image 10
Treasury My Preferences – Top Payments Page Not applicable Image 10
Treasury Top Payments Page Not applicable Image 10

There is a lot of good information on the Fluid User Interface key concepts page accessible on 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

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

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