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Posts Tagged ‘peoplesoft 9.2’

Configuration of WorkCenters

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WorkCenters are a very powerful feature of PeopleSoft 9.2. They offer one-page information designed to support the most common work activities, reports and analytics for a job function. PeopleSoft delivers a lot of content for WorkCenters, but as with most content, some of it is applicable for most businesses and some needs to be configured specifically for an organization’s needs. In this multiple part blog series, we’ll demonstrate how to configure WorkCenters to allow your organization to tailor it to your specific needs.

First, let’s look at the right side of the WorkCenter page with the “Dashboard” enabled.

WorkCenters 1

You can personalize the content by clicking on the CONTENT hyperlink in the top right corner. This brings up all the embeddable pagelets that are available to add to your dashboard. Users can select those that are most relevant to their job function.

WorkCenters 2

A couple of things to remember when doing this:

  1. Try and stick to 5-6 embeddable pagelets because they refresh when the dashboard is engaged and you don’t want impact performance. Limiting the number of pagelets selected should not be an issue because the goal of a dashboard is to focus on answering “top” business questions.
  2. Remember that you can select those that are delivered by Oracle and those that you create.  This allows you to personalize dashboards with content specific to your organization. We have posted multiple blogs on the topic of creating embeddable pagelets if you need help.
  3. In addition to selecting the specific embeddable pagelets, you can organize them with a 2 or 3 column configuration.

WorkCenters 3

Additionally, each embeddable pagelet has options for configuration or personalization.

WorkCenters 4

Personalization of this pagelet allows the user to select the business unit to return and max rows.

WorkCenters 5

Each pagelet may offer different options based on the type of pagelet and how it was designed.

WorkCenters 6

For the Buyer WorkCenter Dashboard, these are the options to allow users to configure and personalize the content, keep in mind, user-created embeddable pagelets can also be added to the dashboard.

In the next blog, we will begin to look at options for the left side of the WorkCenter or the action side.

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

9.2 Optimization

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With PeopleSoft 9.2 there is a lot of conversation about taking advantage of new features and functionality, de-customizing, and optimizing your solution as new features are delivered as often as quarterly. But how does an organization go about optimizing PeopleSoft? The first thing to remember is that you must treat the optimization as a project and not as a discrete activity. When you treat the optimization as a project your organization needs to:

  1. Define your current issues/concerns (top to bottom)
    • Be specific, generate a list
  2. Document specific objectives that must be accomplished
  3. Reach a consensus & prioritize objectives
  4. Define & document success criteria
    • What defines a successful optimization outcome?
  5. Generate an Executive Strategy Outline (ESO) consisting of the issues, objectives and success criteria
    • Used to help prioritize projects
  6. Execute product reviews within PeopleSoft
  7. Generate a roadmap to execute optimization content that provides the largest business value and is achievable within an acceptable timeframe

Optimization

Why is it important to take the time to execute in this manner?

  • Executive challenges (top level) help feed downstream challenges
  • Challenges help define what needs to be addressed
  • Challenges are easily transformed into objectives
  • Objectives are used for internal alignment and priorities
  • Objectives are used to guide the PeopleSoft reviews

Optimization 2

Once you have all the challenges and objectives defined, your organization is then ready to execute the PeopleSoft product review portion.

  • Generate feature/functionality available between current image and latest available image
  • Understand the objectives and use those objectives to focus on the areas in PeopleSoft to achieve those objectives
  • Review current business processes
  • Review current setup and configuration in PeopleSoft
  • Don’t ignore opportunities to improve the end user experience
  • Generate a list of opportunities
    • Define the business benefit
    • Define the feasibility
    • Map the recommendation to the objective it helps achieve
    • Prioritize
  • Detailed documentation
  • Project Plan to execute the various “mini” projects for optimization

By executing your optimization in this manner, your organization will be much more likely to implement changes that are most beneficial. MIPRO has a very structured process to support optimizations, if you would like additional information, please contact me at larry.zagata@miproconsulting.com.

 

Elasticsearch

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Is your organization considering Elasticsearch? Then this is a must-watch video with some great overview information.

The key take-aways and content include:

  • SES and Verity will be deprecated in PeopleTools 8.56
  • SES will be supported in PeopleTools 8.55 until April 2018
  • Do not deploy Elasticsearch from their website, there is a very specific PeopleSoft version that needs to be deployed
  • Utilizes PeopleSoft security so any search returns will only return information that the user is subject to view based on the PeopleSoft security setup
  • The video discusses 3 cases or situations those deploying Elasticsearch may encounter
    • Fresh install: (No SES currently deployed but may have Verity)
    • Migration: Move from SES currently in use with planned down time for the conversion over to Elasticsearch
    • Migration: Move from SES with a live cutover (no down time for SES during the transition)
  • The bulk of the video discusses 7 steps to transition to Elasticsearch in good detail:
    • Estimate resource requirements
    • Deploy on server using DPK
    • Take new features and fixes to PeopleSoft and Elasticsearch
    • Perform acceptance testing
    • Build PeopleSoft search indexes on Elasticsearch
    • Configure PeopleSoft integration with Elasticsearch
    • Migrate to Elasticsearch instance

If you would like additional information on Elasticsearch, or have any other PeopleSoft related questions please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Classic Plus To Harmonize With Fluid

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Oracle continues to invest and enhance PeopleSoft, now offering a Classic Plus option with Tools 8.56 which makes PeopleSoft Classic look and feel more like Fluid.

Check out Oracle’s Blog – “2016 Year In Review, 2017 Looking Forward

Here is a snippet of what you will find in the Oracle Blog.

  1. Deliver, Deliver, Deliver

“Speaking of technology, we plan to deliver PeopleTools 8.56 in 2017. Among other new capabilities, we plan to introduce what’s currently referred to as Classic Plus, a modernizing face lift to the Classic UI, which will harmonize the user experience between Classic and Fluid pages. Other planned investment areas in PeopleTools 8.56 focus on enhancements to Fluid, Search . . .. For a complete list, watch for the posting of the Pre-Release Notes on My Oracle Support.

Oracle Resources: Planned Features and Enhancements (Doc Id 1966243.2), Cumulative Feature Overview Tool, PeopleSoft Apps Strategy Blog, PeopleSoft Legislative Updates Blog, PeopleSoft Technology Blog, PeopleSoft Information Portal”

As the various components become available, PeopleSoft clients on Tools 8.56 will be able to use PeopleSoft Classic Plus on pages that are not available in Fluid.

If you have any questions about PeopleSoft Classic and Fluid Pages or any PeopleSoft topics, reach out to us. We are here to help!

Saving Customers from Themselves

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One of the principles that MIPRO lives by is, “Always tell your customer what they need to hear, not just what they want to hear.” We are passionate about providing real, honest observations and feedback. Sometimes we are tested to see just how far we will take that commitment.

We recently had a customer decide they wanted to move the go-live date for our project earlier by three months. Although we had a detailed project plan created by one of our senior resources with over 25 years of experience, the customer’s project manager decided to set aside the plan, eliminating steps and increasing project risk, in order to hit an earlier date.

We did not hesitate to share our concern and the potential risks associated with that decision. We delivered our honest feedback and the new date was not altered. We had done all we could do. We focused on doing everything we could to help our customer make the new date, keeping an eye open for the challenges that lay ahead.

We kept to our principles and did the right thing, but in this case, the candid feedback negatively impacted our relationship with the customer. In almost every other instance, the honest, candid feedback is seen as refreshing and has led to many long term, mutually beneficial relationships. In either case, we believe we should never comprise our principles.

Some things we’ve learned along the way:

  • Always be professional when providing feedback. Leave the emotion out of it. Easier said than done, but extremely important.
  • Timing is everything. As the saying goes, bad news is not like wine, it does not get better with age. Share your feedback sooner rather than later.
  • Keep the long-term end goal in mind. Minor diversions from the plan don’t always need the cavalry. Don’t become the “boy who cried wolf.”
  • Respect your customer’s wishes. Provide your feedback, but unless you are 100% responsible for delivering or you’re on a fix fee engagement, if it is the customer’s project, point out the path to success as well as the risks, then march with them.
  • Never compromise your principles.

If you ever need honest observations or feedback don’t hesitate to contact us.

Every Quarter Equals New Functionality

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PeopleSoft Selective Adoption

The recent blog title from the Quest International Users Group – “PeopleSoft Is Alive and It’s Time to Adopt” caught my attention because it’s what we’ve been sharing with our customers for the past few years.

While a rip and replace cloud strategy might be the right direction for some, those who have invested in PeopleSoft are still getting value and have the ability to walk cautiously to the cloud vs running. This is made possible by Oracle’s continued investment in PeopleSoft. Quest opens with a quote from Paco Aubrejuan, “If you don’t believe what we say, look at what we do.” Every quarter = new functionality. 

MIPRO’s website is a great resource for all the new PeopleSoft features. https://www.miproconsulting.com/resources/new-pum-features/

If you have any questions regarding PeopleSoft’s new features/functionality reach out to us – we are here to help.

 

Guided Self-Service

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PeopleSoft 9.2 delivers a new way to process manager self-service transactions called Guided Self-Service. This is a framework under which various MSS transactions, such as promotion, transfers etc., can be configured in a wizard-like approach. This way of processing HR transactions removes the emphasis on screens and navigations and puts the emphasis on business processes.

The functionality was first introduced in Image 9 and since then has been constantly improved. There are a number of benefits that Guided Self-Service offers over traditional manager self-service.

  1. It is developed using Fluid architecture so it delivers a great user experience, irrespective of the device being used. For self-service transactions, this is a must-have feature.
  2. It is configurable to show or hide various personal and job information details. This is extremely useful when organizations do not want certain information visible to employees.
  3. It is configured to use specific action/reason (instead of showing the entire list of reason codes to employees or adding customizations). There is also a provision to add custom reasons that are not part of Job data. I would not recommend this in most of the circumstances except where the organization wants to collect more finely detailed reasons but does not want to maintain them on the job.
  4. Multiple steps can be performed as part of the same transaction. For example, a promotion transaction can supplement a pay change and full/part status change. The steps are configurable.
  5. It fully supports Approval Workflow Engine (AWE). Different transactions can be configured for different approvals paths.
  6. Oracle delivers the following business processes that can be modified:
    • Change Full / Part Time Status
    • Demote Employee
    • Promote Employee
    • Request Ad Hoc Salary Change
    • Request Location Change (Image 14)
    • Request Leave of Absence (used for unpaid leaves of absence) (Image 21)
    • Request Paid Leave of Absence (Image 21)
    • Request Reporting Change (Image 14)
    • Retire Employee
    • Terminate Employee
    • Transfer Employee
  7. Organizations can create and register their own business processes.
  8. For position-managed organizations, the functionality updates position data when location or reports-to transactions are processed.
  9. It fully supports text catalogs, related actions and simplified analytics.
  10. In Image 20, the functionality has been extended to provide attachment functionality. Now managers can attach documents at the initiation of the transaction.
  11. In Image 21, the functionality has been extended to provide paid leave of absence.
  12. On the administrative side, the functionality allows automatic job updates.

 

There are various other features and functions that are offered through Guided Self-Service. Click below to access the Video Feature Overview (VFO) of the functionality from Oracle. https://www.youtube.com/watch?v=GyCjjvmws7w

If you are thinking about service delivery optimization and business process improvement, keep Guided Self-Service on your radar. Oracle is going to stop support for traditional manager self-service by the end of this year and will only support Guided Self-Service. Click below to access Oracle statement of direction. https://support.oracle.com/epmos/faces/SearchDocDisplay?_adf.ctrl-state=9e9gpwche_9&_afrLoop=563366102330204

As always – if you have any questions regarding Guided Self-Service or any other PeopleSoft questions do not hesitate to contact us.

Idea Spaces – My Oracle Support Community

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Idea spaces, which can be found under My Oracle Support Communities (you will need an Oracle login and password to access) are not new to the Oracle site but have taken on greater value under the new continuous delivery model. Through Idea Spaces, individuals can submit enhancement requests, rate submissions made by others, share information and best practices and have direct input into the enhancements and changes being made to the applications.

In a recent PeopleSoft Talk with Marc Weintraub: Featuring Rebekah Jackson Rebekah touched on Idea Spaces as an important area of the My Oracle Support Community. This is a valuable tool for individuals to leverage the new continuous delivery model we now live in.

Next time you have an idea on how to enhance or improve an application within your PeopleSoft applications, logon to your My Oracle Support and voice your opinion on Idea Spaces. You can’t complain if you don’t vote!

Be sure to check-out the full version of the PeopleSoft Talk session with Rebekah to hear more about some of the exciting enhancements and changes planned for both PeopleSoft HCM and ERP in 2017.

If you have any questions regarding Idea Spaces or any PeopleSoft questions at, all we are here to help. Contact us anytime.

Ease of Use – Millennial PeopleSoft

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PeopleSoft 9.2 Dashboards, WorkCenters and PeopleSoft FUI 

Happy New Year!!

PeopleSoft 9.2 Dashboards, WorkCenters and PeopleSoft Fluid User Interface (FUI) will turn your current PeopleSoft system into a modern, up-to-date system and, most important – make the system more user friendly and just plain easier to use.

While many companies have upgraded to PeopleSoft 9.2, and many others are still planning to, we have found that most clients who have upgraded have yet to really take advantage and leverage the latest enhancements and updated value available for their organizations to use.  It is one thing to keep up with the new features and benefits through the current 9.2 Selective Adoption systematic process with the regular PUM Image Updates, but everyone should give serious thought to modernizing the “ease of use” and updated “look and feel” by changing the user interface to the latest Fluid User Interface (FUI) and by using the new personalized Dashboards and WorkCenters.  These new enhancements meet the objective of many organizations in offering modern current tools to attract new hires and for their “Millennials” to work with.

Below are links to a number of articles from our MIPRO Blog (where there is a lot of useful information) which will give you a good overview of what these are all about and how you might take advantage and leverage these new capabilities.  There are more articles out there to read, so below are several that might introduce the concepts for your consideration

PeopleSoft 9.2: Dashboards vs. WorkCenters. Over the course of a few presentations we’ve watched as well as several discussions we’ve had, we’ve come to notice there is some confusion between Dashboards and WorkCenters in PeopleSoft 9.2. So, we’d like to clarify to make sure these two terms don’t get conflated or swapped. It’s the old adage: if one person has a question about something, rest assured others do too. So, Dashboards vs. WorkCenters…….

FSCM PUM Image 12 – Pricing Manager WorkCenter On May 6th, Oracle released Image 12 for PeopleSoft FSCM. One of the enhancements released was the Pricing Manager WorkCenter in Order Management; it is designed to streamline the daily functions for power users. The Pricing Manager WorkCenter contains the pricing dashboard, alerts, additional analytics, reports and queries and links to the most common work functions in Order Management…

PeopleTools 8.55 – Fluid User Interface Enhancements Posted July 6, 2016 with the release of PeopleTools 8.55, those that have upgraded have realized the value in many of the new features this version offers. There are significant enhancements in the areas of dashboards, reporting, analytics, query and the all-important update manager (all of which we will discuss in future blogs). The one area that is receiving …

Fluid Dashboards. There has been a lot of discussion on new functionality and features with Fluid User Interface (FUI) that have been delivered since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

PeopleSoft Fluid and Classic WorkCenter Scope.  PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.  Here is an example for WorkCenter Scope setup in the Billing WorkCenter…….

PeopleSoft Image 20 – Fluid Forms and Approval Builder.   As we have been discussing over the last few weeks on Unfiltered, Oracle has released PeopleSoft Financials/Supply Chain Update Image 20.  In this week’s feature of Unfiltered, we are going to highlight another specific subset of the more than two dozen features included in the new PeopleSoft Image: Fluid Forms and Approval Builder. If you missed our previous blogs follow the links at the bottom to catch up…..

Improve Your Efficiency with PeopleSoft – Part 1  PeopleSoft Personalized Homepage Dashboards Looking for a great way to easily improve your efficiency with PeopleSoft and greatly improve your ability to manage and prioritize your work? Then you should consider configuring personalized PeopleSoft Homepage Dashboards and WorkCenters for your users. Today we will take a look at personalized Homepage Dashboards and next week we.…

Improve Your Efficiency with PeopleSoft – Part 2  PeopleSoft WorkCenters are another great tool to Improve Efficiency. Last week on our blog we talked about one way to easily improve your efficiency with PeopleSoft – personalized Homepage Dashboards! If you missed last week’s blog – click here to see what you missed. Today, we are going to talk about another way to improve.…

When you would like to discuss these in detail, just let us know and we can arrange for that. These can make a big difference to your users and they do make it look like a different system, by being more intuitive and “user friendly,” but with the technology that you already have in place. You don’t need a new system to do that – you just need to update the one that you already have in place. Feel free to email us at bob.neely@miproconsulting.com or Larry.zagata@miproconsulting.com

Configurable Analysis Framework

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PeopleSoft Applications 9.2 Update Image 10 added the Configurable Analysis Framework (CAF) which allows administrators to use a common framework to configure end-user pages to analyze cross-application data.   This is a powerful and useful component to the 360 degree supplier.

The data can be viewed in analysis mode and comparison mode. Analysis mode focuses on a single supplier while comparison mode can view data across multiple suppliers. Since most people are familiar with the 360 degree view by now, let’s look at the comparison mode.

When in analysis mode, next to the supplier name is a chart, click on the chart to enter comparison mode.

analysis-framework-1

There are two major decisions to be made at comparison mode. The first is to choose what suppliers to compare by clicking on the Suppliers drop down.

analysis-framework-2

Drop and drag all of the suppliers you want to compare and click OK.

analysis-framework-3

You will see the suppliers you selected in a grid or table format.

analysis-framework-4

The second major decision that needs to be made is the metrics that you want to compare between the two suppliers. You do this by clicking on the Metrics tab.

analysis-framework-5

Clicking on Choose Displayed Metrics will then allow the user to select the metrics to compare. Simply drop and drag from the available metrics list to the selected and click OK.

analysis-framework-6

The comparison chart will be displayed with the metrics on the left in rows and the suppliers in columns.

analysis-framework-7

This can really provide some valuable information when comparing suppliers and making decisions about what suppliers to engage with on an opportunity. If you would like more information on comparison analysis mode, please contact me at larry.zagata@miproconsulting.com.

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