Welcome to the

PeopleSoft & Oracle HCM Cloud Day

2016

Sponsored by Cedar Consulting & Oracle

3rd March 2016

Oracle City Office, London

Introduction

With the introduction of PUM and PeopleSoft HCM 9.2, Oracle moved away from requiring large

and costly upgrades every 3 – 4 years to smaller enhancements several times per year

New functionality is optional and does not need to be installed

Key functionality that has been released since 9.2 initial release (GA) includes:

Fluid User Interface

Global Payroll Workcenter

Payroll Analytics

Absence Analytics

RTI Reconciliation Report

Various enhancements to Outlook Integration and Approvals (HTML Approvals)

Element Copy Tool

Positive Input Keyword Search

Introduction

PeopleSoft Update Manager

PeopleSoft Update Manager (PUM) is the delivery method for providing product updates in 9.2

Used for the following types of updates:

New Features and Enhancements

Product Fixes

Legislative Updates and Enhancements

Currently only used for application updates, PeopleTools still delivered using traditional methods

Selective Adoption

Selective Adoption requires PUM

Possible to select which fixes / enhancements to apply

No longer required to apply all bundles and other updates

Fluid User Interface

Fluid User Interface

The new Fluid user interface capability was introduced with PeopleTools 8.54

Standard PeopleSoft user interface now labelled as "Classic"

Similar to DUI (Desktop User Interface) and SUI (Simplified User Interface) concepts in HCM Cloud

Primarily used for Self-Service Applications

Scales according to screen and window size

Will adapt according to device form factor (PC, Tablet, Phone)

"Touch" friendly

Requires Internet Explorer 11 (or any recent version of Firefox or Chrome) on PC

Only Safari and Chrome browsers supported on Mobile (iPhone and Android only)

Mobile functionality is 100% browser based – no need to install apps

Fluid User Interface

Pages need to be rewritten to use Fluid – upgrading to PeopleTools 8.54 is not enough in itself

Oracle gradually rolling out Fluid pages for all Self-Service functionality – almost complete

Where is it currently used?

Absence Self-Service pages (since PUM 9)

Payslips and Mobile Payslips (since PUM 14)

Not available for Bank Accounts (yet)

Fluid development requires a broader skill base than standard PeopleSoft development

An understanding of HTML5 and JavaScript is extremely beneficial

Existing PeopleSoft developers may need to retool and spend time learning new technology

Fluid User Interface

Fluid User Interface

Fluid User Interface

Fluid User Interface

Fluid User Interface

Fluid User Interface

Mobile Payslips

Uses Fluid User Interface

Displays a summary and detailed view of payroll results

Fully configurable

Option to download standard PDF copy of payslip (configurable – this can be disabled)

Existing Self-Service payslips component has also been redesigned

Same URL accesses mobile or desktop payslips (auto switches according to device being used)

Mobile Payslips

Mobile Payslips

Mobile Payslips

Mobile Payslips

Mobile Payslips

Mobile Payslips

Self-Service Payslips

Self-Service Payslips

Global Payroll Workcenter

Global Payroll Work Area delivered in PUM 15

Not a traditional Workcenter but still useful

Tools for managing payroll exceptions (e.g. Payees in Error, Missing Bank Accounts)

Use of Activity Guides to automatically assign different types of exception to different roles or users

Links to Payroll and Absence Analytics

Built using Fluid so can be accessed via small form factor devices (phones, tablets, etc.)

Global Payroll Work Area

Global Payroll Work Area

Global Payroll Work Area

Global Payroll Work Area

Payroll Analytics

Built predominantly using standard PeopleSoft Analytics Tools, including:

Query

Pivots

Data prepared and expanded as part of payroll processing

Visual presentation of data using a variety of tables, graphs and charts

Wide range of data filters

Direct links to relevant pages and components (Related Actions)

Payroll Analytics

Payroll Analytics

Payroll Analytics

Absence Analytics

Similar in concept to Payroll Analytics

Delivered as a Dashboard

Various visual representations of Absence data as stored in PeopleSoft

Helps to drive ROI by providing greater insight into root causes of employee absences

Absence Analytics

Absence Analytics

RTI Reconciliation Reports

RTI Reconciliation Reporting comprises three separate reports:

FPS Reconciliation – Reconciles FPS figures back to Payroll Results

Balances Earning / Deduction results against Accumulator balances (as used for RTI)

Highlights differences between values on FPS and Payroll Results at the employee level

Option to show detail for all employees, or only where differences exist

EPS Reconciliation – Reconciles EPS figures back to FPS figures

Highlights differences between EPS and FPS at the employee level

Useful when investigating why totals on EPS don't match FPS totals

Payroll Reconciliation – Breaks down NI and Tax liabilities owed to HMRC for each pay period

Amounts due includes relief from SMP, SPP, etc.

Breakdown of YTD totals by employee for reconciling back to overall total

RTI Reconciliation Reports

Report output is Excel format

Runs as BI Publisher so can be output to PDF or Word if preferred

Initial setup is missing from PUM image and install

Contact Oracle for scripts to load initial configuration

FPS Reconciliation Report

EPS Reconciliation Report

Payroll Reconciliation Report

Other Enhancements

HTML Approvals – Approve directly from email – no need to sign in to PeopleSoft

Outlook Integration – PUM Image 2 introduced two way synchronisation

Element Copy Tool – Major reduction in development time of new features

Positive Input Keyword Search – Makes searching Positive Input quicker and easier

Mobile Technical / Security Considerations

Liaise with technical team about how best to implement and provision connectivity

Main issues generally concern network security

A lot of VPN software will not work from a mobile phone so can't be used

Corporate Wi-Fi networks on company premises may have additional security requirements

Consider corporate mobile platform (Windows Phone and Blackberry are not supported)

PeopleSoft can be made to work with Windows Phone but requires custom technical build

Welcome to the

PeopleSoft & Oracle HCM Cloud Day

2016

Sponsored by Cedar Consulting & Oracle

3rd March 2016

Oracle City Office, London