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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.

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

PeopleSoft 9.2: Where On-Premise Meets the Best of the Cloud

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hcm cloud

(Editor’s note: Jeff Micallef is a co-founder and managing partner of MIPRO Consulting.)

Oracle released the latest version of PeopleSoft (9.2) in March of 2013 and since then has also released nine new PeopleSoft images. From where we sit, over the past eighteen months the impact and advantages of 9.2 have become clearer.

Simply put, Oracle is focusing on delivering the same benefits for PeopleSoft, an on-premise solution, which many have touted as advantages of the newest cloud offerings. In other words, Oracle is bringing some key functionality found in cloud applications to an on-premise enterprise suite.

With PUM (PeopleSoft Update Manager) and the new PeopleSoft Selective Adoption approach, the total cost of ownership for an on premise solution has been dramatically lowered, rivaling the low cost advantage of a cloud solution.

Productivity enhancements such as Global Search, Dashboard and WorkCenters have significantly improved how users interact and get work done within the PeopleSoft application. Like many smart enhancements, these might seem mundane on paper, but they represent big workflow improvements.

And most recently, the addition of the PeopleSoft Fluid User Interface, Activity Guides and Train Stop functionality is giving PeopleSoft the most current, state-of-the-art user interface in the market today. It was a massive topic at OpenWorld, and sessions about Fluid UI were packed, and QA sessions saw hundreds of engaged clients.

But above all, the most impressive endorsement for how far Oracle has come with PeopleSoft 9.2 came from a customer I had a conversation with last week. Two years ago they replaced PeopleSoft HCM with Workday and they are currently upgrading their PeopleSoft Financials and Supply Chain applications to 9.2. Commenting on how impressed they were with PeopleSoft 9.2 they said, “Had we known what features and functionally 9.2 had to offer two years ago, we never would have switched to Workday. PeopleSoft 9.2 is a great product.”

That’s quite a testament, and one we’re hearing about PeopleSoft 9.2 with increasing frequency.

PeopleSoft 9.2: Dashboards vs. Workcenters

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Analytics_v2

(Note: Jack Kochie, a MIPRO Senior Principal Consultant, contributed to this post.)

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.

Dashboards let a user build a customized home page by selecting pagelets from a predefined list.  A pagelet is a query-based display that provide consolidated transaction information (e.g. most ordered items) or to-do lists (e.g. requisitions awaiting sourcing).  The pagelet includes links to transaction components (to the requisitions in the list for example) to assist with navigation.

Workcenters include pagelets but go beyond to provide customized menus, access to a component without changing pages, query results and other PeopleSoft resources.  WorkCenters are configured to allow access to all the pages needed to perform a job without needing to navigate to multiple components using menus.

Oracle itself explains it this way: just think of either of these as a “work area” and depending on what the objective of the work area is, then you can decide on what PeopleTools framework to use – Dashboards or Workcenters. Dashboards allow you to consume content and possibly take action on that content whereas Workcenters are for power users who look at them as where they go to manage their day-to-day tasks.  So Dashboards for a manager can provide specific content on their team and associated actions on the team such as compensation changes, performance, etc.  In contrast, for example, a payroll administrator would have a Workcenter that had their payroll cycle tasks, reports, exceptions, alerts and standard payroll reports.

If you have any further questions about this (and we know there’s some confusion out there), don’t be afraid to drop me a note.

PeopleSoft HCM 9.2 Update Image 9 Now Available (Fluid UI Arrives!)

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Fluid_multiple_device_v2

The second sentence in the announcement by Kristen Emery over at PeopleSoft Apps Strategy says it all:

This Update Image is the largest and most impactful PeopleSoft Update Image posted to date.

And it certainly is. The buzz around Fluid User Interface is astonishing. It was one of the main themes at Oracle OpenWorld last month, and it’s a topic in conversations we’re having every day. It’s a must-have piece of functionality.

As far as enhancements not related to Fluid UI, there’s a ton for the HCM power user, too.

This new functionality provides the user with an easy to use application that is configurable so you can determine what homepages and tiles you want to see based on your organizational needs. Some characteristics and functionality of delivered fluid homepages include:

  • PeopleSoft delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) with the ability to create your own.
  • You can navigate from one homepage to the next by simply selecting the page you want or swiping to the left (on a tablet or phone).
  • Each homepage contains tiles. You have the ability to add, remove and control the placement of the tiles. You can also share tiles across multiple roles and landing pages.
  • Users will be able to view key information at a glance that is dynamic and data displays on tiles.  The user can click or tap on tiles to access the associated content.

In a word, this is all about efficiency. Efficient navigation, efficient GUI bundling, efficient workflow. It’s so much nicer and more streamlined – it has to be seen to be understood. Bullet-point F&B’s don’t do the revamp justice.

Last but not least, let’s not forget about Workcenters and Embedded Analytics, especially as they relate to payroll administration.

WorkCenters and Embedded Analytics are another great example of how users can be more efficient and productive. Payroll for North America delivered the Payroll for North America WorkCenter. This is a one stop shop for the Payroll Administrator to process payroll. The WorkCenter provides the administrator with alerts and analytics to help identify errors prior to a payroll going out the door.

Update Image 9 also delivered new Analytics in other areas such as Time and Labor and Absence Management allowing you to get more insight, spot trends and issues, and have the opportunity to take action with ease.

Analytics_v2

The update is massive, and well worth the effort and time. See full details here.

VIDEO: Interview with Jeff Robbins, Oracle Product Strategy Director, PeopleTools

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Hey everyone!

As I’ve demonstrated in previous video blogs and podcasts, PeopleSoft 9.2 powered by PeopleTools 8.53 changes the user experience drastically with WorkCenters, Activity Guides, Train Stops, Alerts, etc.  Having participated in the User Experience panel at OpenWorld this year, I was able to see some of the upcoming new and exciting capabilities that further enhance the user experience and productivity.  While I’m not privy to talk about those until Oracle is ready to unveil them, here is a video interview of Jeff Robbins, Product Strategy Director, PeopleTools that gives insight to the exciting new features available in 9.2, but also a sneak peek into what is coming in 2014. Take a look.

IDC LINK: Oracle’s PeopleSoft Leaps Forward with Impressive 9.2 Release Enabling Customers to Leverage Their Existing Software Investment

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IDC LINK offers real-time opinion and analysis on news, trends and research related to your interests. We hope you find them an informative addition to your Continuous Intelligence Service. Click here to gain access to this report in full at IDC (subscription required).

Christine Dover, Lisa Rowan

April 5, 2013

On March 18, 2013, Oracle announced the general availability of PeopleSoft 9.2, which included more than 1,000 new features, functions, and enhancements for Human Capital Management, Financials, Supply Chain Management, Projects, and Assets applications. Building on the technical foundation of the newly available PeopleTools 8.53 (made available in February 2013), the PeopleSoft 9.2 release includes an updated user experience for both casual and professional users, Oracle Secure Enterprise Search, and specific capabilities intended to reduce the total cost of ownership. In our opinion, there’s a lot to like in PeopleSoft 9.2. The following particularly caught our attention:

  • WorkCenters. Central to the redesign of the PeopleSoft user experience are WorkCenters for the professional user (e.g., the human resources manager, the CFO, the procurement team). The WorkCenters are configurable by each user, so my WorkCenter works the way I do and not the way IT decides to work. It brings together my reports, assigned tasks, alerts, and more into an easy-to-use dashboard. For example, an accounts payable manager can easily see what he needs to do (e.g., incomplete vouchers, incomplete transactions) and links to the places in the system where he needs to work (e.g., voucher mass maintenance, match workbench). These are pulled together in the corresponding work space to see where match exceptions exist and quickly get them resolved.
  • Activity Guides and Train Stops for casual users. Using the Related Actions Framework delivered in PeopleTools 8.53, the PeopleSoft 9.2 release became easy for the casual user (i.e., the sales representative who just became a new parent and needs to update her benefit choices). Activity Guides provide step-by-step processes to help process this transaction, while Train Stops visually lay out the steps of the process and make it easier for the casual user to complete it correctly.
  • Global, free text search. We’ve all become used to searching the internet by entering a few words and getting back a string of results. The PeopleSoft 9.2 release incorporates Oracle’s Secure Enterprise Search to search across the applications. So now it’s possible to search for that health insurance benefit plan or the requisition for a new printer and find the associated activity.
  • Private Cloud Deployments (aka synthetic SaaS). If it is priced like SaaS and looks like SaaS, does the end user care if it is SaaS or not? There’s a lot of activity in the software-as-a-service market — lots of new start-up companies with attractive pricing and seemingly easy-to-use software. But SaaS is not a solution for all customers. For example, a highly regulated industry may require an on-premise solution but still want the benefits of SaaS. Oracle’s private cloud deployments, leveraging offerings from Oracle Cloud Services (formerly known as Oracle OnDemand) and Oracle Financing, plus PeopleTools 8.53, offer a SaaS experience within a private cloud.
  • PeopleSoft Update Manager. Enterprise applications are complex and the implementation can sometimes be difficult. Plus, just when you get everything working the way you want it, along comes a new release of software that contains some things you want and others your organization really doesn’t need. The PeopleSoft Update Manager enables the customer to add the new mobile HCM applications included in the new release, while choosing not to disrupt the General Ledger applications until they are ready to do so.
  • Projects and Assets working together. About seven years ago, the PeopleSoft Projects team at Oracle saw that a number of their customers in asset and facility-intensive businesses were still struggling to manage the life cycle of assets. These customers may spend $2 billion on a capital asset such as a hospital and then need to spend billions more maintaining that asset. These customers want to manage not only the construction projects to build the asset but also the work orders for maintaining the asset during its life. So the PeopleSoft team leveraged some of the intellectual property of one of their siblings — JD Edwards — and rewrote the application into PeopleSoft. While this effort isn’t new with the 9.2 release (although there is plenty of new functionality included in the new release), our awareness of it is. This is an excellent example of Oracle’s ability to leverage acquired products and create industry-specific solutions.

In addition to the technical advancements discussed previously, there are a number of functional enhancements that further improve usability while also modernizing process methods specifically in PeopleSoft HCM 9.2. These enhancements include deeper employee and manager self-service, easy-to-use paycheck modeling, faceted search, and embedded and ad hoc analytics enabled by the new native pivot grid capability. Pivot grids are user configurable and work off of real-time operational data and complement the multisource data warehouse enabled by Oracle OBI. In addition, Oracle is delivering HTML5 mobile solutions for managers today with employee-centric processes planned. The release is rounded out by a number of updates to PeopleSoft talent modules while also supporting clients’ choice to deploy Oracle Talent Cloud.

It’s been eight years since Oracle acquired PeopleSoft, and to their credit, they did not de-emphasize a competitive suite of applications but instead have continued to invest and develop innovative applications. While the last major PeopleSoft release, 9.1, was delivered in late 2009, Oracle has continued to provide new functionality, including mobile applications, in an ongoing series of feature packs. Now, with the 9.2 release out and a planned road map of more feature packs and releases, Oracle continues to demonstrate its commitment to the PeopleSoft applications and earn the loyalty of its existing customer base, as well as new customers who are choosing PeopleSoft for the first time.

For related LINKs and other documents by the author(s), view this IDC LINK online.