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PeopleSoft WorkCenters: Meeting User Demands For Simple Intuitive Business Applications Alice Zhang, July 24th, 2014

PeopleSoft WorkCenters: Meeting User Demands For Simple Intuitive Business Applications

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WorkCenter essentially mitigates the efforts in navigation and maintenance of pages and tasks. It provides an intuitive, homepage like view of navigation, tasks, reports or queries, analytics, and transactions that a user may use throughout his or her day. Centralizing all activities for the user by streamlining and organizing all their daily work onto one page. The development of PeopleSoft WorkCenter is the result of PeopleSoft’s growing advancement in providing portal capabilities to simplify tasks for its users. The concept of WorkCenter can be traced back to PeopleSoft Enterprise Portal where developers can create pagelets using templates, PeopleCode and Pagelet Wizard to simplify tasks at hand.

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

PeopleSoft WorkCenters: Meeting User Demands For

Simple Intuitive Business Applications

Alice Zhang, July 24th, 2014

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

Agenda

Introductions & Save the Date

Work Centers Overview

Explore the Value of Work Centers

Work Centers for Functional Users

Lessons Learned

Q&A

2

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

Introductions

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

Introduction: About The Presenter

Alice Zhang | PeopleSoft HCM Business Analyst [email protected]

– HCM 9.2 Implementation Experience

– Workforce Administration

– Payroll

– BenAdmin

– ePerformance

– Smart HR

– Supported PeopleSoft Position Management Implementation

– HCM Cloud Implementation Support

– Taleo Implementation Support

4

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

Introduction: About Emtec

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

Offshore Center of

Excellence

Platinum Partner

In-House Infrastructure

Team

PeopleSoft

LAB In 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

5

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

Save the Date: Collaborate15

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Join more than 500 other

PeopleSoft users at

April 12-16, 2015

Mandalay Bay- Las Vegas, NV

• KeyNote from Paco Aubrejuan

(PeopleSoft Vice President)

• Breaking News Around PeopleSoft’s

Roadmap and Strategy

• Education Around PeopleSoft with Edge

Products, macro-level content and high-

level strategy

• More then 230 Solution Providers across

several Oracle Products

QuestDirect.org/COLLABORATE

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

WorkCenter Overview

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

WorkCenter Overview

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

WorkCenter Requirements

•PeopleTools 8.52

–Work Centers were purely configuration based in HCM

9.1/PeopleTools 8.52

• Introduction of homepage pagelets

–Further developed in HCM 9.2/ PeopleTools 8.53

•Prebuilt WorkCenters

•Better design for homepage and dashboards

•Pre-configured by user roles

•Activity Guides, Breadcrumbs

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

Differences: Work Centers, 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

–Work Centers and Dashboards are a part of PeopleTools

–Interaction Hub (previously PS Application Portal) is a separate

product

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

Explore the Value of Work Centers

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

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

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

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

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

WorkCenters for Functional Users

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

Business Processes & 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

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

WorkCenter Personalization

•Users can personalize their WorkCenters

–Users can create their own Work Centers using delivered or custom

templates

•Personalization includes

–Setting pagelets to be minimized or open when entering the

workcenter

–Setting the display order

–Ability to reset to PeopleSoft defaults

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

Time and Labor Work-Center

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

Lessons Learned

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

Lessons Learned

•Planning is Vital

•Focus on Core Business Processes

•User Personalization Increases Value

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

See You at Collaborate15!

For more Information on PeopleSoft WorkCenters

Contact Us / Visit Our Website

Social Media- Follow Us!

Facebook / Twitter / LinkedIn / YouTube / Slideshare

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

Q&A

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

Questions?

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