PeopleSoft WorkCenters Meeting user demand for simple, intuitive business applications

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

PeopleSoft WorkCenters Meeting user demand for simple, intuitive business applications

October 02, 2014


Agenda

Introductions

WorkCenter Overview

Explore the Value of WorkCenters

WorkCenters for Functional Users

Lessons Learned

Q & A

2


Introductions

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.4

Introductions

•Stephen Gier–Senior Consultant with Emtec Inc.–Working with PeopleSoft HCM since version 5.1–PeopleSoft Enterprise 9 Human Capital Management Human Resources Consultant Certified Expert


Introductions

Emtec… ‘ Big enough to do the work, small enough to care’

100+ PeopleSoft Upgrades

75+PeopleSoft-

focused Resources

90%+PeopleSoft

Certified

Oracle Specialized

Financials HCM

PeopleTools

OffshoreCenter of

Excellence

Platinum Partner

In-HouseInfrastructure

Team

PeopleSoft

LABIn Chicago

10+ Average Years of Functional Experience

EMTEC• Serving clients for nearly 50 years

• 12 locations, including 6 development centers

• Over 500 full-time professionals

• Voted One of the Top 100 Places to Work by Crain’s Chicago in 2012

• Emtec has completed more than 1,100 ERP, CRM & EPM engagements, including:

‑ 400+ Oracle clients with more than 700 engagements

‑ 200+ PeopleSoft clients and over 300 engagements


WorkCenters Overview


WorkCenter Overview


Differences between WorkCenters, Dashboards, and Interaction Hub

•Purpose–Interaction Hub aggregates content from multiple applications

–WorkCenters\Dashboards are for specific user roles within an application•Dashboards can display pivot grids (good for high level view for managers

•WorkCenters consolidate tasks to one page

•Licensing–WorkCenters and Dashboards are a part of PeopleTools–Interaction Hub (previously PS Application Portal) is a separate product


Explore the Value of WorkCenters


Business Processes and Testing

•To design a WorkCenter the following must be clearly understood:–True business process requirements–Exception processes–Reporting requirements–Up and down stream requirements/impacts–Security requirements

•Testing must include positive and negative scenarios as well as exception processing


Overall Benefits

•One location–Consolidated delivery of actionable info–Less navigation, fewer open windows

•Interruption mitigation–All PeopleSoft work saved on one page–Less work lost upon interruption of a task–Increased efficiency in switching tasks

•Within and outside of PeopleSoft

•Complete picture view–View transactions throughout entire process


WorkCenters for Functional Users


What Roles Benefit from a WorkCenter?

•PeopleSoft to deliver the following HCM WorkCenters:–Time and Labor WorkCenter–ePerformance WorkCenter

•Roles that manage data and transactions–Exception processing–Focus on daily tasks

•Roles that require multiple windows open


WorkCenter Personalization

•Users can personalize their workcenters

•Personalizations include:–Setting pagelets to be minimized or open when entering the workcenter

–Setting the display order–Ability to reset to PeopleSoft defaults


Lessons Learned


Lessons Learned

•Planning is vital

•Focus on core business processes

•User personalizations increase value


Q & A

Documents

PeopleSoft WorkCenters Meeting user demand for simple, intuitive business applications