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PeopleSoft HCM/ELM 9.2 Update Image Overview PeopleSoft HCM 9.2 Update Images 10-17 and ELM 9.2

PeopleSoft HCM/ELM 9.2 Update Image Overview

PeopleSoft HCM 9.2 Update Images 10-17 and ELM 9.2 Update Images 7-13

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PeopleSoft HCM 9.2 Update Images 10-17 and ELM 9.2 Update Images 7-13 O R A C
Disclaimer The following is intended to outline our general product direction. It is intended for

Disclaimer

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Contents Disclaimer 2 Preface 7 Introduction 7 PeopleSoft ELM 9.2 Update Images 7-8 8

Contents

Disclaimer

2

Preface

7

Introduction

7

PeopleSoft ELM 9.2 Update Images 7-8

8

PeopleSoft ELM 9.2 Update Image 9

9

Mobile Approvals

9

Learning Compliance Pivot Grid Redesign

11

Clicking areas on the graph lets you drill down to display additional information.

13

PeopleSoft ELM 9.2 Update Image 10

13

PeopleSoft ELM 9.2 Update Image 11

14

PeopleSoft ELM 9.2 Update Image 12

16

PeopleSoft ELM 9.2 Update Image 13

16

Sub-Items Integration

16

PeopleSoft HCM 9.2 Update Image 11

19

PeopleSoft HCM 9.2 Update Image 12

19

Functionality Across Applications

19

Form Factor Optimization

20

Benefits

21

Global Payroll

21

Element Copy

21

Human Resources

22

PeopleSoft Fluid User Interface for Company Directory

22

Manager Self-Service (eProfile Manager Desktop) 25 Guided Self Service Transactions 25 Guided Self Service,

Manager Self-Service (eProfile Manager Desktop)

25

Guided Self Service Transactions

25

Guided Self Service, Administrator and Review Components

25

Payroll for North America

25

Canadian Status India

25

Canadian Special Processing for Federal Judges in QC

26

Recruiting Solutions

27

OFCCP Enhancements

27

Time and Labor

28

ACA Additional Eligibility Data Tracking

28

PeopleSoft HCM 9.2 Update Image 13

29

Recruiting Solutions

29

Attachments Enhancements

29

Candidate Gateway Password Enhancements

29

ePerformance

30

PeopleSoft HCM 9.2 Update Image 14

31

Functionality Across Applications

31

HR Notifications

31

New Enterprise Integration Points (EIPs)

31

Human Resources

33

(USF) CPDF Cyber Security

33

eProfile Manager Desktop: Guided Self-Service Enhancements

34

Recruiting Solutions

34

Candidate Gateway Secret Question

34

Payroll for North America 34 (CAN) ROE Web Version 2 34 Fusion Cloud Integration 35

Payroll for North America

34

(CAN) ROE Web Version 2

34

Fusion Cloud Integration

35

Global Payroll Core

35

Global Payroll for India

36

ePay

37

Fluid Mobile Paychecks for Smartphones

37

Direct Deposit Security Enhancements

39

Time and Labor

40

Fluid Time Details - User Preferences Options

40

Absence Management

41

Employee Photo Display in Fluid

41

Benefits

42

PeopleSoft HCM 9.2 Update Image 15

44

Functionality Across Applications

44

HR Security by Groups and Matrix Teams

44

eProfile Manager Desktop: Guided Self-Service

44

Global Payroll Core

44

Global Payroll for Japan

48

Benefits

49

PeopleSoft HCM 9.2 Update Image 16

50

eProfile Manager Desktop: Guided Self-Service

50

Benefits

50

PeopleSoft HCM 9.2 Update Image 17 54 Functionality Across Applications 54 Administrator Fluid Home Pages

PeopleSoft HCM 9.2 Update Image 17

54

Functionality Across Applications

54

Administrator Fluid Home Pages

54

Time and Labor

56

Workforce Availability: Fluid Pages

56

Recruiting Solutions

58

Print Application

58

Human Resources

59

Company Directory Usability Improvements

59

Self Service Matrix Management

59

Human Resources Administer Workforce

59

OFCCP Veteran and Disability Enhancements, Fluid

59

eProfile Manager Desktop

59

Guided Self-Service

59

Manager View As Functionality

59

Global Payroll Core

60

Element Browser

60

Global Payroll for Brazil

60

eSocial Reporting

60

Global Payroll for Australia

61

ComSuper Self Service Reporting

61

PeopleSoft CRM 9.2 HelpDesk for Human Resources

61

Preface This document provides an overview of the new features and enhancements delivered in PeopleSoft

Preface

This document provides an overview of the new features and enhancements delivered in PeopleSoft HCM Update Images 10 through 17 and ELM Update Images 7-13.

New features and enhancements delivered in previous images can be found on My Oracle Support (Doc ID 1931431.1).

This document will be updated with new features and enhancements delivered in HCM and ELM Update Images throughout 2015.

Note that Update Images are cumulative and therefore PeopleSoft HCM 9.2 and ELM 9.2 Update Images contain all fixes, tax updates and enhancements delivered since PeopleSoft HCM and ELM 9.2 were made generally available March 2013.

To be aware of all features and enhancements delivered since the General Availability of HCM/ELM 9.2, review these documents, all of them available on My Oracle Support (Doc ID 1931431.1).

PeopleSoft HCM and ELM 9.2 Release Notes: All new HCM/ELM features delivered as of 9.2 General Availability

PeopleSoft HCM Update Images 1-9 and ELM Update Images 1-6 Overview: All new HCM/ELM features delivered in the identified Update Images since General Availability.

PeopleSoft HCM Update Images 10-17 and ELM Update Images 7-13 Overview: All new HCM/ELM features delivered in the identified Update Images since General Availability.

The information included in this document is intended to help you understand the business benefits of the additional capabilities Oracle developed in the delivered update images and to help you plan your information technology (IT) projects and investments. More information about all of the PeopleSoft products can be found at www.peoplesoftinfo.com.

Introduction

As part of its Applications Unlimited Program Oracle continues to invest in PeopleSoft applications on an ongoing basis, including frequent delivery of significant new functionality on its latest 9.2 release. Customers can selectively adopt new features and enhancements using the PeopleSoft Update Manager.

o

In general, new capabilities delivered in Update Images do not require additional software license fees, but Oracle reserves the rights to decide if some specific new features and/or new products can require new software licenses.

o

PeopleSoft Update Images have no effect on Oracle support policies. A detailed listing of support periods for each PeopleSoft product family and release is included in the Lifetime Support Policy Overview data sheet, which is available on Oracle.com (http://www.oracle.com/us/support/lifetime-support/index.html).

Oracle/PeopleSoft continues to deliver new and enhanced functionality designed to help drive organizational effectiveness, provide decision support tools to facilitate intelligent business execution

and offer customers more flexibility through the use of additional configuration options, integrations, and new

and offer customers more flexibility through the use of additional configuration options, integrations, and new tools capabilities.

The Fluid User Interface (Fluid UI) is one of the most exciting and revolutionary new features PeopleSoft has delivered in years. PeopleSoft HCM and ELM plan to continue to deliver self-service applications that can be used from multiple devices (smartphone, mini-tablet, tablet, laptop/desktop) and which provide an optimized user experience across different form factors.

Employees no longer need to use a single device to get their job done. The adoption of mobile technology (smartphones/tablets) has grown exponentially in the last few years, and your employees expect to be able to do their job from wherever they are. PeopleSoft Fluid User Interface has enabled PeopleSoft applications to deliver solutions that are optimized for multiple devices. The user experience is now consistent across different form factors since the applications are fluid, responsive, and adjusts to the device being used.

This document describes functionality that has been delivered in the following areas:

o

Functionality Across Applications

o

Absence Management

o

Benefits

o

Enterprise Learning Management

o

ePay

o

ePerformance

o

Global Payroll

o

Global Payroll for Spain

o

HelpDesk for Human Resources

o

Human Resources

o

Manager Self-Service (eProfile Manager Desktop)

o

Payroll for North America

o

Recruiting Solutions

o

Time and Labor

PeopleSoft ELM 9.2 Update Images 7-8

Images 7 and 8 did not deliver any new features or enhancements.

PeopleSoft ELM 9.2 Update Image 9 This section describes delivered new functionality or enhancements that

PeopleSoft ELM 9.2 Update Image 9

This section describes delivered new functionality or enhancements that apply to Enterprise Learning Management.

Mobile Approvals

This feature comprises two enhancements:

Approval of ELM transactions using the PeopleSoft Fluid User Interface

Approval of ELM transactions directly from emails

Using the PeopleSoft Fluid User Interface, approvers can take Application Workflow Engine (AWE) actions on select PeopleSoft Enterprise Learning Management (ELM) transactions pending their approval using a smart phone, tablet, or desktop computer. You can use Mobile Approvals to process the following ELM transactions:

Program registration

Class enrollment

Supplemental learning

 Class enrollment  Supplemental learning Pending Approvals page 9 | PEOPLESOFT HCM/ELM 9.2 UPDATE

Pending Approvals page

The PeopleSoft Approval Framework enables you to take action on approval requests directly from an

The PeopleSoft Approval Framework enables you to take action on approval requests directly from an email (for example, approve, deny, or pushback). The HTML Email Approval enhancement delivers HTML email templates for the following PeopleSoft Enterprise Learning Management transactions:

Class enrollment

Program registration

Supplemental learning

For each transaction submitted for approval, the system generates an email and sends it to the appropriate approver. The email contains detailed information about the transaction request. An approver can take action directly from the email by clicking a link, such as Approve, Deny, or Pushback, to generate a reply to the request. The email displays requestor comments and approval history. In addition, if the approver needs further details or information, the email provides a link that enables her to view the approval request in PIA.

Example of an HTML approval email for a class enrollment Learning Compliance Pivot Grid Redesign
Example of an HTML approval email for a class enrollment Learning Compliance Pivot Grid Redesign

Example of an HTML approval email for a class enrollment

Learning Compliance Pivot Grid Redesign

The Learning Compliance pagelet has been enhanced with new prompts and filters that improve the usability and performance of the pivot grid.

The first time you log in, the Learning Compliance pagelet displays a message indicating that no personalization options are set up for the pagelet and that you need to set the values for the prompt fields. Click the Choose Options link to set the filter options for the Learning Compliance pivot grid on the Choose Options page.

Choose Options page When you save your filter options, the Learning Compliance pagelet displays a
Choose Options page When you save your filter options, the Learning Compliance pagelet displays a

Choose Options page

When you save your filter options, the Learning Compliance pagelet displays a graph of the specified learning compliance information.

Learning Compliance pagelet after choosing and saving options Clicking areas on the graph lets you
Learning Compliance pagelet after choosing and saving options Clicking areas on the graph lets you

Learning Compliance pagelet after choosing and saving options

Clicking areas on the graph lets you drill down to display additional information.

PeopleSoft ELM 9.2 Update Image 10

Image 10 did not deliver any new features or enhancements.

PeopleSoft ELM 9.2 Update Image 11 This section describes delivered new functionality or enhancements that

PeopleSoft ELM 9.2 Update Image 11

This section describes delivered new functionality or enhancements that apply to Enterprise Learning Management.

Mobile Learning

PeopleSoft ELM Users need to be able to access educational content using smartphones or tablets so they can manage learning items at their own convenience without using a desktop or laptop computer. The Mobile Learning functionality accessed through the new Learning Center home page is an extension of the existing PeopleSoft ELM application that has been specifically designed for mobile devices.

From the Learning Center home page, learners can view, manage, and launch learning content from their smartphones or tablets.

launch learning content from their smartphones or tablets. Learning Center home page The new Learning Center

Learning Center home page

The new Learning Center home page includes four tiles:

Announcements

Current Enrollments

My Class Schedule

Learning 360

Announcements page Accessed from the Announcements tile, this page displays a list of your announcements.
Announcements page Accessed from the Announcements tile, this page displays a list of your announcements.

Announcements page

Accessed from the Announcements tile, this page displays a list of your announcements. You can preview the text of each announcement along with the date on which it was posted and tap an announcement to view its full text.

it was posted and tap an announcement to view its full text. Current Enrollments page Accessed

Current Enrollments page

Accessed from the Current Enrollments tile, this page enables you to view and manage a list of the classes in which you are currently enrolled.

a list of the classes in which you are currently enrolled. My Class Schedule page Accessed

My Class Schedule page

Accessed from the My Class Schedule tile, this page displays information for your upcoming class sessions and webcasts in the form of flip cards.

Learning 360 page Accessed from the Learning 360 tile, this page enables you to view
Learning 360 page Accessed from the Learning 360 tile, this page enables you to view

Learning 360 page

Accessed from the Learning 360 tile, this page enables you to view and manage comprehensive lists of your courses and programs. This includes not only courses and programs for which you are currently enrolled or registered, but all courses and programs that have ever been associated with you such as those with Planned, Dropped, and Completed status.

PeopleSoft ELM 9.2 Update Image 12

Image 12 did not deliver any new features or enhancements.

PeopleSoft ELM 9.2 Update Image 13

Sub-Items Integration

In PeopleSoft HCM, when you define sub-items in the content catalog in Job Profile Management (JPM), you create an association between the sub-item and its parent item. The system uses this association to drive the processing for the entry of sub-items into a profile. The most common use of sub-items is as sub-competencies for a parent competency. When you add a competency profile item, you can then add one or more related sub-competencies to that profile.

Now, with Update Image 13, when you import objectives from PeopleSoft HCM to PeopleSoft ELM, you import both parent items and sub-items and that parent-child relationship is kept in sync between ELM and HCM. For any updates made to items and their sub-items in ELM, this relationship information is passed back to HCM to complete the cycle.

Objectives page The new Related Objectives group box appears only for objectives imported from PeopleSoft
Objectives page The new Related Objectives group box appears only for objectives imported from PeopleSoft

Objectives page

The new Related Objectives group box appears only for objectives imported from PeopleSoft HCM that have related objectives or sub-items. It lists all the related objectives for the parent objective that you are reviewing. You can use the Copy Mapped Courses and Copy Mapped Programs check boxes to map courses and programs that are currently mapped to the parent objective to their related objectives.

Maintain Courses - Attributes page The new Populate Related Objectives button enables you to add
Maintain Courses - Attributes page The new Populate Related Objectives button enables you to add

Maintain Courses - Attributes page

The new Populate Related Objectives button enables you to add all the parent objective’s related objectives to the Objectives grid for a course or program.

Mobile Learning SCORM/AICC

This enhancement enables learners to launch SCORM and AICC compliant content using the PeopleSoft Fluid User Interface.

<Compliant Content> page Use this page to access compliant content for a class. The collapsible
<Compliant Content> page Use this page to access compliant content for a class. The collapsible

<Compliant Content> page

Use this page to access compliant content for a class. The collapsible left panel of this page displays the chapters and subchapters for the compliant content. The system displays the current status of each chapter and subchapter that contains compliant content. Click an item in the left panel to display its associated content in the right panel.

PeopleSoft HCM 9.2 Update Image 11

Image 11 delivered these enhancements:

For the eProfile Manager Desktop application, two new guided self-service transactions are delivered:

Request Location Change and Request Reporting Change.

For the Human Resources application, duplicate nodes were removed from QUERY_TREE_HR.

For Global Payroll for Spain, a software enhancement was delivered for the Impact on the Severance Payment Calculation.

PeopleSoft HCM 9.2 Update Image 12

Image 12 delivered these new features and enhancements.

Functionality Across Applications

This section describes delivered new functionality or enhancements that apply to more than one application.

This section describes delivered new functionality or enhancements that apply to more than one application.

Form Factor Optimization

The advancement of tablets and smartphones in recent years brings significant changes to how people work and their expectations on how these devices can help them get access to work information quickly and easily, whenever and wherever they are. To mobilize PeopleSoft applications, PeopleSoft Fluid User Interface is introduced to provide users a simple, intuitive, and consistent user experience across different devices.

PeopleSoft Fluid User Interface supports a wide range of self service transactions for managers and employees in PeopleSoft HCM. These transaction pages demonstrate a consistent look and feel across all applications and devices (laptops, tablets and smart phones), and are dynamically adjusted based on the size of your screen for best viewing results. In HCM 9.2 Update Image 12, continued enhancements are made to optimize the display of fluid tiles and pages on smart phones for these Employee Self-Service transactions:

Benefits

Pay

Payslips

Performance

Personal Details

Talent Profile

Performance  Personal Details  Talent Profile Slight changes of fluid page layouts for smart phones
Performance  Personal Details  Talent Profile Slight changes of fluid page layouts for smart phones
Performance  Personal Details  Talent Profile Slight changes of fluid page layouts for smart phones

Slight changes of fluid page layouts for smart phones to optimize the display of information on small screens

Benefits This section describes delivered new functionality or enhancements that apply to the Benefits applications.

Benefits

This section describes delivered new functionality or enhancements that apply to the Benefits applications.

PeopleSoft Human Resources Manage Base Benefits is enhanced to enable capturing additional details of the employee’s ACA Eligibility Status. The following are the new enhancements:

Employers can capture data to support the Limited Non-Assessment Period for an employee. When an employee is in a limited non-assessment period, the employer who is an ALE member is not subject to an assessable payment under section 4980H of the Internal Revenue Code. Enhancements are made to the ACA Component to track this information at an employee level.

Component to track this information at an employee level.  The ACA Eligibility record structure is

The ACA Eligibility record structure is modified in accordance with the Time and Labor enhancements. For more information, see the Time and Labor section.

The ACA Component Interface is modified to support the above changes.

Global Payroll

This section describes delivered new functionality or enhancements that apply to Global Payroll

Element Copy

Element creation is a fundamental and basic activity for PeopleSoft Global Payroll and PeopleSoft Absence Management. Depending on the type of element you are creating, you are required to define a wide variety of parameters. The general parameters of all elements, however, tend to follow a standard

structure. Entering all of this similar information for each new element can be extremely time

structure. Entering all of this similar information for each new element can be extremely time consuming. The Element Copy component enables you to create new elements by copying existing elements, thereby completely avoiding most of the manual element configuration steps.

avoiding most of the manual element configuration steps. Select the element you want to copy and

Select the element you want to copy and click Get Details. The Source Element Details group box displays details for the element that you are copying. You can use these details as an easy reference as you are creating your new element. Use the fields in the Target Element Details group box to define parameters for the element that you are creating, then click Create to create the new element.

Human Resources

This section describes delivered new functionality or enhancements that apply to Human Resources. (Note: Base Benefits functionality is covered under Benefits in this document.)

PeopleSoft Fluid User Interface for Company Directory

The PeopleSoft Fluid User Interface pages for manager and employee self-service enable individuals to search and view profiles for people across the organization, to see a visual representation of the organization based on your defined hierarchical structures, and access self-service transactions from the directory.

The Company Directory pages display category tabs in the left panel of the page that
The Company Directory pages display category tabs in the left panel of the page that

The Company Directory pages display category tabs in the left panel of the page that allow you to change the content that appears in the right panel of the page.

Tap an employee to view their profile data. Tap the View Org Chart button to

Tap an employee to view their profile data.

Tap an employee to view their profile data. Tap the View Org Chart button to view

Tap the View Org Chart button to view a graphical representation of where this employee fits within the organization.

representation of where this employee fits within the organization. 24 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE
With Fluid Company Directory employees can easily search for other Employees in the organization, see

With Fluid Company Directory employees can easily search for other Employees in the organization, see their reporting structure, personal information and/or other public profile information, take a look at matrix teams they are part of and/or easily contact them through email, text or phone. Employees can do that on the go (using their phones or tablets) or when they are in front of their computers, always with the same application and consistent look and feel.

Manager Self-Service (eProfile Manager Desktop)

This section describes delivered new functionality or enhancements that apply to eProfile Manager Desktop.

Guided Self Service Transactions

Two new guided self-service transactions are delivered in HCM 9.2 Update Image 12:

Retire Employee

Terminate Employee

Guided Self Service, Administrator and Review Components

The approval process for guided self-service transactions now includes two additional components.

The new administrator approval component enables a Personnel Administrator to review and act on guided self-service transactions. This component is equivalent to the Monitor Approvals component that the Personnel Administrator uses to approve other types of transactions.

The new review component enables requestors and reviewers for guided self-service transactions to review (but not act on) submitted transactions. This component is accessible only through a link in the email that requestors and reviewers receive.

Payroll for North America

This section describes delivered new functionality or enhancements that apply to Payroll for North America.

Canadian Status India

Under Section 87 of the Canada Revenue Agency (CRA) Indian Act Exemption for Employment Income, personal property, including employment income, is exempt from taxation for a Status Indian employee who performs all or part of their job duties on a reserve. The CRA web site provides guidelines for prorating the exemption when only part of First Nation Indian employee’s job duties are eligible.

In HCM 9.2 Update Image 12 for PeopleSoft Payroll for North America, when you select the Status Indian check box on the Canadian Income Tax Data page for an employee who claims First Nation Indian status, the Special CIT Status field automatically changes to Exempt (not subject to CIT), and the new Percent Exempt field appears with a default value of 100 percent. To comply with CRA proration rules, you can adjust the percentage in the Percent Exempt field to control the employment income to exempt from income taxes. When you save the record, the Special CIT Status changes to None and the system uses the value that you entered in the Percent Exempt to calculate the income exempt from taxes.

If the Status Indian employee works in Quebec, the Special QIT Status field on the

If the Status Indian employee works in Quebec, the Special QIT Status field on the Quebec Income Tax Data page automatically changes to match the value in the Special CIT Status field on the Canadian Income Tax Data page, and the system uses the Exempt Percent value that you entered on the Canadian Income Tax page to calculate the amount of Quebec income that is exempt from taxes.

the amount of Quebec income that is exempt from taxes. Canadian Income Tax Data page Canadian

Canadian Income Tax Data page

Canadian Special Processing for Federal Judges in QC

Under Canadian Federal and Quebec income tax laws, federally-appointed judges in Quebec must contribute to the Canada Pension Plan (CPP) instead of the Quebec Pension Plan (QPP). In HCM 9.2 Update Image 12 for PeopleSoft Payroll for North America, you can select the new Subject to CPP check box on the Quebec Income Tax Data page to direct the system to calculate CPP, rather than QPP, contributions for such employees.

Quebec Income Tax Data page Recruiting Solutions This section describes delivered new functionality or enhancements
Quebec Income Tax Data page Recruiting Solutions This section describes delivered new functionality or enhancements

Quebec Income Tax Data page

Recruiting Solutions

This section describes delivered new functionality or enhancements that apply to Recruiting Solutions.

OFCCP Enhancements

PeopleSoft Recruiting Solutions is providing additional enhancements to enable you to comply with OFCCP Section 503 Disability Self-Identify Regulations and VEVRAA (Veterans) Self-Identify Regulations. These enhancements build on the OFCCP functionality that was originally delivered for Recruiting Solutions in PeopleSoft 9.2 image 7.

Talent Acquisition Manager now captures a history of changes to an applicant’s disability self- identification. A new Disability History page shows this data.

Candidate Gateway now includes a site-level option to use a simplified version of the Veteran self- identification page. Rather than asking applicants for detailed veteran information, you can present applicants with a shorter page that asks only whether the applicant identifies as belonging to at least one of the classifications of protected veteran. The simplified page still includes the instructional text that describes the classifications of protected veteran, but it does not ask which classification(s) the employee belongs to, nor does it ask for a military discharge date.

belongs to, nor does it ask for a military discharge date. Simplified veteran self-identification options in

Simplified veteran self-identification options in Candidate Gateway

Time and Labor This section describes delivered new functionality or enhancements that apply to Time

Time and Labor

This section describes delivered new functionality or enhancements that apply to Time and Labor.

ACA Additional Eligibility Data Tracking

This functionality assists in creating a new ACA Time and Labor Time Reporting Code Table, so that the customers can identify what Time and Labor TRC’s should be included in the averaging of ACA Service Hours.

should be included in the averaging of ACA Service Hours. ACA Time Reporting Codes Page The

ACA Time Reporting Codes Page

The enhancements also provide ACA analytical reports that assist in monitoring the hours of the employees.

See My Oracle Support (Doc ID 1987962.1) for additional information.

PeopleSoft HCM 9.2 Update Image 13 Image 13 delivered these new features and enhancements. Recruiting

PeopleSoft HCM 9.2 Update Image 13

Image 13 delivered these new features and enhancements.

Recruiting Solutions

Attachments Enhancements

This enhancement enables both applicants and recruiters to attach cover letters and other types of attachments directly to a job application.

Options for Candidate Gateway are configured in resume templates. In the resume template, the resume step settings now include cover letter options. When cover letter options are enabled, the resume step in the Candidate Gateway guided application gives applicants the ability to upload a cover letter. The cover letter can be made either required or optional.

To support non-cover letter attachments, there is a new Attachments resume template section. As with any resume template section, it can be placed on any step or substep within the guided application process. The resume template also enables you to select a Text Catalog entry to use as instructional text in the Attachments section.

Applicants continue to have the ability to upload cover letters and attachments outside the context of an application (on the My Activities page in Candidate Gateway). These attachments are still considered part of all of the applicant’s applications.

In Talent Acquisition Manager, users can see whether uploaded attachments apply to all applications or are specific to a single application. Additionally, a Talent Acquisition Manager user who uploads a new attachment can specify whether the attachment applies to all applications.

If cover letters are included in a routing, and if an application-specific cover letter exists, the system includes only the application-specific cover letter. Cover letters that were uploaded outside the context of an application are included in the routing only if no application-specific cover letter exists.

To support these enhancements, there are small changes to the setup page for Attachment Types. Because applicants now have two ways to upload attachments, the setup page now includes two separate settings for entering the maximum number of attachments that the applicant can upload. Also, Cover Letter is now a distinct attachment processing type that, like resumes, allows at most one attachment per application.

Candidate Gateway Password Enhancements

This feature provides a configuration option to lock Candidate Gateway accounts after a specified number of failed logon attempts. When this feature is enabled, and an applicant tries to sign on with an incorrect password, the system displays a message informing the applicant how many attempts remain before the account is locked. After the final failed attempt, a message advises the applicant that the account has been locked. The system also sends the applicant this information in an email notification. The applicant can use the Forgot Password option to obtain a new system-generated password that will unlock the account.

This feature also adds a new security measure for applicants who are changing their passwords.

This feature also adds a new security measure for applicants who are changing their passwords. Now, applicants must enter their existing password as part of the change password process.

ePerformance

This section describes delivered new functionality or enhancements that apply to ePerformance.

Reopen Prior Steps

ePerformance provides organizations a flexible infrastructure to build employee performance review processes that are tailored for their organizational culture and business needs. Organizations can include mid-period reviews by inserting checkpoints in the evaluation period to track employees’ progress more closely.

During the mid-period review, checkpoints maybe skipped or completed prematurely by the manager and such action cannot be undone. This enhancement enables both managers and administrators to reopen checkpoints under certain conditions so that necessary updates can be made.

When the system evaluates a checkpoint and it is determined to be reopen-able, the Reopen link appears under the corresponding checkpoint folder on the left of the screen:

corresponding checkpoint folder on the left of the screen: Reopening a skipped or completed checkpoint for

Reopening a skipped or completed checkpoint for updates

Click the Reopen link to refresh the Checkpoint page, and click the Reopen button displayed on that page to reopen the current checkpoint. The checkpoint is now available for edits.

The same reopening functionality is available to the Finalize Criteria step (part of the mid-period review) today.

PeopleSoft HCM 9.2 Update Image 14 Image 14 delivered these new features and enhancements. Functionality

PeopleSoft HCM 9.2 Update Image 14

Image 14 delivered these new features and enhancements.

Functionality Across Applications

This section describes delivered new functionality or enhancements that apply to more than one application.

HR Notifications

You can now use HR Notifications to publish alerts to the Notification Window accessible through in the PeopleSoft Fluid User Interface header. Delivery methods now consist of various combinations of sending an announcement, email, and/or notification.

New Enterprise Integration Points (EIPs)

New EIPS have been developed for fullsync and incremental syncs to move row level security data between databases.

Guided Process Framework

The Guided Process framework leverages PeopleTools Activity Guide technology, which enables you to define a series of actions or steps that users complete within a specific business process through a workcenter. The Guided Process framework provides a simplified way to configure and implement activity guides and it has its own distinct table structure, components, and pages:

The Define Guided Process Template component (GDP_TEMPLATE_TBL) enables you to create and modify guided processes.

The Guided Process Clone Utility component (GDP_CLONE) enables you to clone existing guided processes that you can then reconfigure for a different business process.

The Guided Process Summary pagelet (GDP_SUMMARY_PGLT) enables you to start new guided processes, continue existing guided processes, and view information about existing guided process instances. Users access this pagelet through dashboards to which it has been added.

The Select Guided Process component (GDP_SELECT_PRCS) enables you to start and continue guided processes that have OPRID as the only context key field.

Mobile Approvals – Delegation of Authority Approvals for Delegation of Authority existed only in Classic

Mobile Approvals Delegation of Authority

Approvals for Delegation of Authority existed only in Classic PIA. HCM Update Image 14 delivers the ability to approve Delegation of Authority on Mobile devices.

to approve Delegation of Authority on Mobile devices. An approved Delegation of Authority as seen on

An approved Delegation of Authority as seen on a mobile device.

HTML Email Approval for Delegation of Authority

HCM Update Image 14 enables you to approve Delegation of Authority using HTML email.

Sample HTML Email generated for an approved Delegation of Authority transaction. Human Resources (USF) CPDF
Sample HTML Email generated for an approved Delegation of Authority transaction. Human Resources (USF) CPDF

Sample HTML Email generated for an approved Delegation of Authority transaction.

Human Resources

(USF) CPDF Cyber Security

The system supports current CPDF edits and requirements established through OPM Update 61. These changes include:

An Operator field on the CPDF Regulatory Edits USF Edits page to support AND/OR conditions.

Updates to the CPDF Edits configuration per OPN Update 61.

A new component, Cyber Security Speciality USF, to track cyber security codes to enable OPM and Federal agencies to identify the cyber security workforce, determine baseline capabilities, examine hiring trends, identify skill gaps, and more effectively recruit, hire, train, develop and retain an effective cyber security workforce.

The new Cyber Security Speciality field is available in the Position Data and PAR components to identify the cyber security specialty area of the position or incumbent.

eProfile Manager Desktop: Guided Self-Service Enhancements Two Guided Self-Service transactions, Change Full/Part Time

eProfile Manager Desktop: Guided Self-Service Enhancements

Two Guided Self-Service transactions, Change Full/Part Time Status and Request Location Change, can now update position data when:

The employee’s position data has not been overridden.

There is a one-to-one relationship between the employee and the position.

When position data updates are enabled and a manager submits a request for an employee who meets both conditions, both managers and approvers see messages stating that position data will be updated as a result of the request.

The administrator review page for transactions that update position data now provide an option to let the system make the updates automatically, and a link to the Position Data component appears along with the link to the Job Data component.

When the system makes automatic database updates, it inserts a new effective-dated row into the position data record. The new position data row triggers the update incumbent process, which adds a corresponding row to the employee’s job record.

Recruiting Solutions

Candidate Gateway Secret Question

Secret questions for forgotten passwords provide an additional level of security for Candidate Gateway accounts. When you enable this functionality, the system requires external applicants to choose a secret question and supply an answer. The applicant selects a secret question from a list that you configure.

When an applicant who has provided a secret question uses the Forgot Password option, the applicant must correctly answer the secret question before a new password is provided. You can configure a maximum number of secret question attempts after which the account is locked.

This feature also provides a new administrator process for resetting an applicant’s password and sending a new system-generated password to the applicant’s email address. This process unlocks accounts that were locked after too many failed signon attempts or too many incorrect answers to a secret question.

Payroll for North America

(CAN) ROE Web Version 2

ROE Web is an application for Canadian employers to create and print Record of Employment (ROEs) using internet technology and submit them to Service Canada (SC) electronically. Service Canada made changes to the reporting requirements for the ROE forms, including requiring more detailed information on the nature of the employee’s departure from their employer. In response, PeopleSoft Payroll for North America ROE Web version 2 is enhanced with additional fields and expanded 3-letter codes to provide Service Canada with more specific information regarding the reasons a ROE has been issued. This version also provides the electronic ROE submission to meet SC requirements and deletes the printed paper version.

Fusion Cloud Integration PeopleSoft HCM Payroll for North America to Oracle HCM Fusion Cloud integration

Fusion Cloud Integration

PeopleSoft HCM Payroll for North America to Oracle HCM Fusion Cloud integration enables customers who have migrated from PeopleSoft HCM to Fusion HCM Cloud to integrate employee personal, job, and absences data in Fusion with payroll setup data in PeopleSoft and continue using PeopleSoft Payroll for North America for payroll purposes for US and Canada employees.

An Application Engine (AE) integration batch process program performs the integration between PeopleSoft and Fusion. The AE process extracts from Fusion all the data required to run payroll in PeopleSoft (setup entities, person, job, bonus, and absence information), places it in the appropriate Fusion extract file (worker structure, worker, or bonus) in the specified configuration folder, and pushes the data to the PeopleSoft staging table. Then, using domain value maps (DVMs) to transform the data into a PeopleSoft-recognized format, the process inserts the transformed data into the respective PeopleSoft transaction tables. When set up properly, the integration runs payroll successfully from Fusion with minimal user intervention.

Global Payroll Core

Fluid Mobile Payslips for Smartphones

This feature uses the PeopleSoft Fluid User Interface to render payslip information for small form factor devices, enabling employees to view payslip information on their smartphones.

The new Payment Summary page provides a brief summary of payslip information. From this page, you can also access more details for the following payslip information:

Earnings

Deductions

Payment Distribution

Payroll Balances

Absence Balances

Payslip Analytics

Global Payroll for India Global Payroll for India PeopleSoft supports on implementing the Professional Tax
Global Payroll for India Global Payroll for India PeopleSoft supports on implementing the Professional Tax

Global Payroll for India

Global Payroll for India PeopleSoft supports on implementing the Professional Tax framework by setting up the legislative deduction according to the State Government slabs, while processing payroll.

Professional Tax Details IND — Definition Page ePay Fluid Mobile Paychecks for Smartphones This feature
Professional Tax Details IND — Definition Page ePay Fluid Mobile Paychecks for Smartphones This feature

Professional Tax Details IND Definition Page

ePay

Fluid Mobile Paychecks for Smartphones

This feature uses PeopleSoft Fluid User Interface (Fluid) to present paycheck information on small form factor devices, thereby enabling employees to view paycheck information on smartphones.

Previously, employees could view Fluid mobile paychecks on tablets (medium form factor) and laptops and self-service kiosks (large form factor). By expanding the technology to include mobile phones (small form factor), PeopleSoft Payroll for North America enables you to offer your workforce anytime access to their own paycheck information and the ability to view real-time information on all form factors.

The Fluid version of paychecks can display the same information as the classic self-service PDF paycheck, if one exists, or display non-PDF paycheck information on the small form factor Paycheck Summary page.

The Paycheck Summary page presents a drilldown design, enabling users to access additional pages with additional pay data details. Drilldown details are as of the selected paycheck and, for some categories, are year-to-date details.

Fluid mobile small form factor Paycheck Summary page and associated drilldown Earnings page for more
Fluid mobile small form factor Paycheck Summary page and associated drilldown Earnings page for more

Fluid mobile small form factor Paycheck Summary page and associated drilldown Earnings page for more details

The small form factor Paycheck Analytics page also enables users to view information for a selected paycheck in pie chart form. Users can also change the piechart view from a Paycheck view, Earnings view, and Deductions view of the same paycheck.

Fluid mobile small form factor Paycheck Analytics page (Paycheck view) Direct Deposit Security Enhancements Direct
Fluid mobile small form factor Paycheck Analytics page (Paycheck view) Direct Deposit Security Enhancements Direct

Fluid mobile small form factor Paycheck Analytics page (Paycheck view)

Direct Deposit Security Enhancements

Direct deposit security enhancements provide options for masking all direct deposit account numbers, validating the bank that is set to receive a direct deposit, and sending automatic email notifications when direct deposit information is created or updated.

When direct deposit masking is selected on the Payroll for NA Installation page, the system masks all but the last four digits of all direct deposit account numbers in (depending on your configuration) all direct deposit pages for employees and administrators and on PDF and non-PDF wage statements (paychecks and pay advices).

A new Direct Deposit Controls page is added where you can set direct deposit bank validations and automatic email notifications.

The new Direct Deposit Controls page When you select validation, the system confirms that the
The new Direct Deposit Controls page When you select validation, the system confirms that the

The new Direct Deposit Controls page

When you select validation, the system confirms that the bank selected for direct deposit exists in the system and is set up to accept direct deposit. For USA, the system validates the bank routing transit number. For Canada, the system validates the Bank ID, and if the Bank ID is found, the system also validates the Branch ID. If validation is unsuccessful, the employee cannot save the direct deposit transaction.

When you select notifications, the system sends a predefined email notification to the employee or administrator, or to the employee and administrator, depending on the Notification Type selected, each time an employee’s direct deposit information is created or updated.

Time and Labor

Fluid Time Details - User Preferences Options

Administrators and users can set preferences to have the Report Time page in fluid display the Time Details group box as collapsed or expanded upon accessing the page.

Details group box as collapsed or expanded upon accessing the page. 40 | PEOPLESOFT HCM/ELM 9.2
Time and Labor Auto Enrollment The Time and Labor Administrator defines the auto enrollment rules

Time and Labor Auto Enrollment

The Time and Labor Administrator defines the auto enrollment rules using the job and other attributes using which the Auto Enrollment framework define the selection criteria which determine what kind of time reporter an employee is.

Time and Labor Auto Enrollment Page

reporter an employee is. Time and Labor Auto Enrollment Page The Time and Labor Auto Enrollment

The Time and Labor Auto Enrollment Analytics enable administrators or managers to quickly analyze the time enrollments and select the transactions that they wish to load to the base tables. The frequency of time reporter data changes can be real-time or scheduled in a batch process based on the configurable option chosen.

Time and Labor Auto Enrollment Analytics Landing Page

Time and Labor Auto Enrollment Analytics Landing Page Absence Management Employee Photo Display in Fluid The

Absence Management

Employee Photo Display in Fluid

The employee photo is available on the following fluid Team Time pages for the manager:

 Request Absence  View Requests  Balances Benefits U.S. Affordable Care Act - Consent

Request Absence

View Requests

Balances

Benefits

U.S. Affordable Care Act - Consent Processing

PeopleSoft HCM eBenefits is enhanced to enable employers to obtain affirmative consent from employees to furnish Form 1095-C in an electronic format. Employees can also view the Consent Status report, and review and reset the Consent Status page.

Form 1095-C Consent Page

and reset the Consent Status page. Form 1095-C Consent Page The Fluid User Interface for using

The Fluid User Interface for using the Consent Process on mobile devices.

PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for setting
PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for setting

PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for setting up the applicable large employer information required to comply with IRC Section 6056 information reporting by applicable large employers on employer-sponsored health coverage.

ACA Aggregated ALE Group page

ACA Applicable Large Employer Table page

ACA Company Table page

PeopleSoft HCM 9.2 Update Image 15 Functionality Across Applications This section describes delivered new functionality

PeopleSoft HCM 9.2 Update Image 15

Functionality Across Applications

This section describes delivered new functionality or enhancements that apply to more than one application.

HR Security by Groups and Matrix Teams

The PeopleSoft HCM application provides these two additional security access types for the People with Jobs (PPLJOB) security set.

Group Build (045) enables organizations to use groups of employees created using the Group Build framework.

Matrix Team (046) enables organizations to use employee team that are created using the Matrix Team feature.

eProfile Manager Desktop: Guided Self-Service

Guided self-service has these enhancements:

The Request Reporting Change transaction now supports position data changes. The transaction flow is the same as for the other transactions that introduced position data support in image 14.

If the Reports To field is configured to be visible in a transaction, a new Manager Name field automatically appears on the transaction and approval pages as well. The Report To field displays the position to which the employee reports, while the Manager Name field displays the name of the person in that position.

A new Last Date Worked field is available for transactions. This field is used so that a manager can enter an employee’s actual last work day (if different from the transaction date). This field is not visible in any of the delivered transactions, but depending on your business practices, you might make it visible for the Terminate and Retire transactions.

It is now easier for users to look up values for various guided self-service fields because additional fields have been added to some lookup pages.

Global Payroll Core

Workforce Administration Home Page

The Workforce Administration home page is a central location from which an administrator can manage payroll operations. The tiles and associated pages of the Workforce Administration home page enable payroll administrators to:

Review relevant lists of employees and take action on them.

View aggregated data that help to quickly identify potential errors.

Analyze data to help in the audit process.

Workforce Administrator home page The new Workforce Administrator home page includes five tiles:  Global
Workforce Administrator home page The new Workforce Administrator home page includes five tiles:  Global

Workforce Administrator home page

The new Workforce Administrator home page includes five tiles:

Global Payroll Calendar Groups

Global Payroll Work Items

Approvals

Global Payroll Analytics

Absence Analytics Dashboard

Note. The Approvals and Absence Analytics Dashboard access existing functionality that is not new for PeopleSoft HCM 9.2 Update Image 15.

My Calendar Groups page Accessed from the Global Payroll Calendar Groups tile, this page enables
My Calendar Groups page Accessed from the Global Payroll Calendar Groups tile, this page enables

My Calendar Groups page

Accessed from the Global Payroll Calendar Groups tile, this page enables administrators to view and manage calendar groups associated with the pay groups to which they have access. You can tap the Open link in the Work Items column to access the Payroll Work Items page for the associated calendar group.

Payroll Work Items page for the associated calendar group. Payroll Work Items page 46 | PEOPLESOFT

Payroll Work Items page

Accessed from the Global Payroll Work Items tile or the My Calendar Groups page, this

Accessed from the Global Payroll Work Items tile or the My Calendar Groups page, this page enables administrators to view and manage payroll work items for a calendar group. You can tap a link in the Work Item column to access the <Work Item> page.

the Work Item column to access the <Work Item> page. <Work Item> page This page enables

<Work Item> page

This page enables you to analyze data for and take actions on a payroll work item.

Payroll Analytics page Accessed from the Global Payroll Analytics tile, this page enables administrators to
Payroll Analytics page Accessed from the Global Payroll Analytics tile, this page enables administrators to

Payroll Analytics page

Accessed from the Global Payroll Analytics tile, this page enables administrators to analyze payroll results for gross pay, net pay, earnings, and deductions.

Global Payroll for Japan

Global Payroll for Japan PeopleSoft provides an online provision to store and maintain the My Number for both the employees and dependents and for private companies.

The Japan Government announces the new legislation to create an ID number system which is used in administrative procedures in Japan. The My Number system is intended to effectively identify information about individuals that is collected and retained separately by multiple government organizations and to enhance the efficiency and fairness of the administration of taxation and social welfare in Japan.

In Phase I of My Number Implementation, the following areas have been incremented

Set up the application level encryption

 Set up Personal Number Security  Implement My Number of Employees  Implement My

Set up Personal Number Security

Implement My Number of Employees

Implement My Number for Dependents

Implement Corporate Number

Plan Self Service

Enable Mass Upload of Personal Number

Administrator can enter the Personal Number as a National ID on the Personal Info page. Personal Number is stored in the new PS_PERS_NID_JPN record after application level encryption (if encryption is enabled). The user who has access to the personal number of the employees has access to their dependents. You can add personal number as an NID in the dependents info page. Data will go into the new HR Japan owned PS_PERS_DNID_JPN record after application level encryption.

PS_PERS_DNID_JPN record after application level encryption. Personal Number JPN page Benefits U.S. Affordable Care Act

Personal Number JPN page

Benefits

U.S. Affordable Care Act Safe Harbor Codes and Safe Harbor Relief Groups

PeopleSoft HCM Human Resources Manage Base Benefits delivers ACA Safe Harbor Codes (from Code Series 2 Section 4980H Safe Harbor Codes and Other Relief for Employers) which provide the IRS with information used to administer the employer shared responsibility provisions of the Affordable Care Act. There are nine Safe Harbor codes (2A 2I); four of these codes (2E, 2F, 2G, and 2H) are classified as Safe Harbor Relief Groups. The Safe Harbor Relief Groups component enables the employer to identify the employee population that belongs to each of the code 2E, 2F, 2G, and 2H groups on a monthly basis.

PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for setting

PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for setting up the Safe Harbor Codes (Code Series 2) and Safe Harbor Relief Groups.

ACA Safe Harbor Codes page

Safe Harbor Relief Groups page

PeopleSoft HCM 9.2 Update Image 16

eProfile Manager Desktop: Guided Self-Service

If you use PeopleTools 8.55 or later, guided self-service transactions now include a slide-out Related Content panel with separate tabs for decision support and analytics. Specifically:

On the Request Ad-Hoc Salary Change and Promote Employee transactions, the My Analytics tab gives users access to the Simplified Analytics capabilities provided by PeopleTools. User can create and save pivot grids that provide contextual information for a transaction. For example, analytics related to salary and compa ratio can provide important information for salary change transactions.

The Related Information tab gives users access to the same decision support content that earlier versions of PeopleTools displayed in a dedicated Decision Support panel. Now that the decision support appears in the Related Content panel, it is available on all of the guided self-service transaction pages rather than only on the Questionnaire page.

Benefits

U.S. Affordable Care Act - Data Extraction, Merge, Transmittal and Form 1095-C Printing

PeopleSoft HCM Human Resources Manage Base Benefits is enhanced to enable employers who are ALE Members to comply with the Affordable Care Act. The Affordable Care Act requires each ALE Member to file with the Internal Revenue Service Form 1094-C (Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns), and Form 1095-C (Employer-Provided Health Insurance Offer and Coverage) for each of its full-time employees.

PeopleSoft HCM HR Manage Base Benefits product is now enhanced to support the filing of Forms 1094-C and 1095-C. This process involves data tracking, annual data setup, data loading, reviews/updates, merging other source data, electronic transmittal and form printing. These tasks can generally be grouped into three areas:

Data extraction and merge

Form filing/transmittal

Printing Form 1095C

Most of the data required by the Forms 1094-C and 1095-C is available in the PeopleSoft system. The data extraction process loads each employee’s 1095-C data onto a page for administrator to review and modify before the forms are finalized to be transmitted and printed. Some fields are extracted directly from the PeopleSoft data

source, while some fields are derived based on rules defined in the Data Extract Definition. PeopleSoft also allows you to upload employee’s form data, if processed by a third party, using the Excel-CI Load feature.

ACA Data Extract page Merge Other Data Sources page PeopleSoft Benefits supports the ISS-UI Channel
ACA Data Extract page Merge Other Data Sources page PeopleSoft Benefits supports the ISS-UI Channel

ACA Data Extract page

ACA Data Extract page Merge Other Data Sources page PeopleSoft Benefits supports the ISS-UI Channel to

Merge Other Data Sources page

PeopleSoft Benefits supports the ISS-UI Channel to transmit ACA data to the IRS. In the ISS-UI Channel, information returns are uploaded as XML files via the transmitter’s web browser. Two XML files are transmitted:

Form Data file and Manifest file. Once the extracted data are reviewed and finalized, the Create XML Transmittal Process is run to generate the Form Data file, which contains the Form 1094-C and Form 1095-C data. The Manifest File contains the ACA business header and request manifest details. The employer must upload the Form Data file and the Manifest File at the same time.

ALE Employer Transmittal Data page 52 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW
ALE Employer Transmittal Data page 52 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW

ALE Employer Transmittal Data page

ALE Employee Transmittal Data page 53 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW
ALE Employee Transmittal Data page 53 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW

ALE Employee Transmittal Data page

Create ACA XML Files page PeopleSoft Benefits only supports printing of Form 1095-C. In addition
Create ACA XML Files page PeopleSoft Benefits only supports printing of Form 1095-C. In addition

Create ACA XML Files page

PeopleSoft Benefits only supports printing of Form 1095-C. In addition to the printed paper copy, an electronic version of the PDF form for employee Self Service is also provided.

of the PDF form for employee Self Service is also provided. Self Service - View Form

Self Service - View Form 1095-C page

PeopleSoft HCM 9.2 Update Image 17

To watch a short overview of the new features delivered in HCM 9.2 Update Image 17, watch the PeopleSoft HCM

Update Image 17 Highlights video on YouTube.

Functionality Across Applications

This section describes delivered new functionality or enhancements that apply to more than one application.

Administrator Fluid Home Pages

PeopleSoft HCM now includes two new delivered home pages.

The Workforce Administrator home page enables administrators to access navigation collections and WorkCenters for a

The Workforce Administrator home page enables administrators to access navigation collections and WorkCenters for a variety of PeopleSoft HCM applications. The following tiles are delivered as part of the Workforce Administrator home page:

Benefits Administration

Absence Administration

Compensation Administration

HR Administration

Global Payroll Administration

New Hire Tasks

Time and Labor WorkCenter

Canadian Payroll WorkCenter

US Payroll WorkCenter

Canadian Payroll WorkCenter  US Payroll WorkCenter The Talent Administrator home page enables administrators to

The Talent Administrator home page enables administrators to access navigation collections and dashboards for talent-related administrative tasks. The following tiles are delivered as part of the Talent Administrator home page:

Career and Succession Planning

 Recruiting Home  Performance Administration Time and Labor Workforce Availability: Fluid Pages PeopleSoft HCM

Recruiting Home

Performance Administration

 Recruiting Home  Performance Administration Time and Labor Workforce Availability: Fluid Pages PeopleSoft HCM

Time and Labor

Workforce Availability: Fluid Pages

PeopleSoft HCM Time and Labor Manager Self Service Workforce Availability fluid pages are built for managers to track the status of their team members. Managers can track their employee’s availability statuses and perform related actions on desktops, smartphones and tablets. They can also monitor schedule adherence and plan schedule coverage.

The Workforce Availability page is available under Team Tile in Manager Self Service.

The Manager can track the availability of team members at any given time of the
The Manager can track the availability of team members at any given time of the

The Manager can track the availability of team members at any given time of the day and can monitor the schedule adherence and then plan the schedule coverage. This facility is available for the weekly status too. The Workforce Availability Daily view left panel displays the details for the following categories:

Scheduled

No Show

Schedule Deviation

Not Scheduled

Elapsed

Away from Work

o

Unapproved Absence

o

Approved Absence

o

Training

o

Comp off

The right hand panel for scheduled category displays different combination of data for employees who are in any of the following combinations:

Absence and Training for the day

Absence, training and on deviation

Actual reported time as per schedule

 Absence (Benefits leave)  Comp Leave, Training and Reported Time.  Schedule Deviation Recruiting

Absence (Benefits leave)

Comp Leave, Training and Reported Time.

Schedule Deviation

Recruiting Solutions

Print Application

Talent Acquisition Manager includes several enhancements to the Application Details report.

The enhanced report now includes two additional types of application information: questionnaire answers and file attachments. Attachments are appended to the report PDF with optional separator pages to identify the attachment type.

Recruiters and hiring managers can now choose which types of information to include in the report. When a user invokes the Print Application action, a new Application Report Options page lists the application sections that can be included, indicates which sections have content, and allows the user to select specific sections to include. The user can also choose to automatically exclude any section that does not contain information.

The new sections and the ability to choose which sections to print are also available for the group printing action. The group printing action additionally lets users choose whether to generate a single PDF or separate PDFs for each application. Also, the group printing action now uses the same PeopleSoft BI report as the individually printed applications rather than a separate SQR report.

individually printed applications rather than a separate SQR report. 58 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE
Human Resources Company Directory Usability Improvements HCM Update Image 17 delivers a redesigned Company Directory

Human Resources

Company Directory Usability Improvements

HCM Update Image 17 delivers a redesigned Company Directory for the PeopleSoft Fluid User Interface that is easier to use, particularly for small form factor devises, like smartphones. These improvements include:

A more intuitive landing page

Easy filtering of search results

Information accessible from a single Profile page on small form factor devices.

Elimination of multiple hotspots close to each other to avoid tapping the wrong item.

The use of eLocation map services, when licensed.

Self Service Matrix Management

End users can now create and manage matrix teams, which are viewable from the Company Directory. The PeopleSoft Fluid User Interface now includes a new Manage Matrix Teams tile, delivered on the Employee Self Service home page, where a user can create or update matrix teams where he or she is the owner.

Human Resources Administer Workforce

OFCCP Veteran and Disability Enhancements, Fluid

Oracle converted the PeopleSoft Disability and Veteran Status components to PeopleSoft Fluid User Interface so that self-service users can access them from the Personal Details tile in Fluid to enter and update their own disabled and veteran status from their smart phone or tablet. Oracle also added a link from the Personal Details page in Fluid to Form I-9, the USCIS (U.S. Citizenship and Immigration Services), Employment Eligibility Verification form so that self-service users can view and print the form and its instructions. The self-service Disability and Veteran Status components and Form I-9 are required for compliance with U.S. Department of Labor’s OFCCP (Office of Federal Contract Compliance Programs).

eProfile Manager Desktop

Guided Self-Service

If you use PeopleTools 8.55 or later, guided self-service transactions are now rendered using the Activity Guide framework from PeopleTools. The system uses the same configuration pages to control what is included in the transaction, but the end-user experience now conforms to the common activity guide pattern. For example, the Next and Previous buttons have moved up to the page header.

This update image also enhances the configuration options for guided self-service. You can now configure transactions with different settings for different regulatory regions. And when you allow end-users to select a transaction’s action reason, you can now choose which action reasons are available for the end user to select.

Manager View As Functionality

The Manager View As feature enables managers to access the teams of other managers within their reporting structure quickly from the My Team fluid pages. When the logged-in manager has direct-line reports that are also

managers, the My Team pages will display the Change Team link at the top of

managers, the My Team pages will display the Change Team link at the top of the page. The Change Team link provides an easy way to navigate to various manager teams without having to drill down one level at a time.

Global Payroll Core

Element Browser

The Global Payroll Element Browser enables you to browse elements by country. It presents consolidated details for each element including the relationships between it and other elements. You can use it to browse elements for Global Payroll Core, Absence Management, and all Global Payroll Country Extensions.

The Element Browser provides an easy way to navigate the elements associated with a particular country. In addition, it serves as a learning tool by providing quick access to detailed information on elements associated with a particular feature or country extension.

associated with a particular feature or country extension. Global Payroll for Brazil eSocial Reporting eSocial is

Global Payroll for Brazil

eSocial Reporting

eSocial is a nationwide program that is led by the Brazilian Government to streamline the transmission of HR and payroll-related information from companies doing business in Brazil to the Government in a centralized framework. In this image, Global Payroll for Brazil delivers a list of setup pages in preparation for the implementation of eSocial.

It also delivers changes to existing HR and GP for Brazil pages; these field changes

It also delivers changes to existing HR and GP for Brazil pages; these field changes are used to capture data that is required for eSocial reporting.

Global Payroll for Australia

ComSuper Self Service Reporting

The Data and Payment Standards have provided a XBRL file format for reporting Superannuation related details to the Australian authorities. The Create ComSuper SS Report Files AUS run control page is modified to support XBRL report generation. The XSLT attachments and the XML framework required for this feature are also included.

XML framework required for this feature are also included. PeopleSoft CRM 9.2 HelpDesk for Human Resources

PeopleSoft CRM 9.2 HelpDesk for Human Resources

While this is not a product delivered as part of HCM or ELM, its functionality is so closely tied to HCM that we’re listing it here as a convenience for HCM decision makers who use or might be considering using this product.

CRM 9.2 HelpDesk for Human Resources features delivered in Update Images since the application suite was made generally available include the following.

Enhancement to Pivot Grid Analytics including the following: Pivot Permission list for Agents; Pivot Case Age distribution based on age bands for a particular category; modification of the common objects for Pivot Grid; Pivot Related Action pages modification; modification of the Tiles for Pivot Grid; Agent Arrival versus Closure tile displays the count of cases which had arrived and which were closed for the agent, based on the source; Agent Case Age Analysis tile displays live chart data for an agent to analyze his case age; My Case Backlog page for Agents to view an interactive pivot chart of the case backlog of the agent who has

logged in; Manager Arrival versus Closure tile displays live chart data for case arrivals and

logged in; Manager Arrival versus Closure tile displays live chart data for case arrivals and cases closed; Manager Case Age Analysis tile that displays live chart data for case age analysis; Manager Backlog Pivot page to view an interactive pivot chart for the team’s case backlog and the count of case SLAs at risk; enhancement to enable HR Helpdesk Pivot Analytics on Fluid User Interface; and enhancement to add HR Helpdesk Pivot Permission list for Managers.

Problem Type and Source fields have been added to the Quick Code Page. Use the Quick Code page to set up quick code shortcuts that an agent can use to enter data automatically into various fields on the Case page. You can use quick code to have the system suggest an action and to populate other fields on the Case page.

Added feature that enables the customer to choose the Peoplesoft employee number or EBS Employee number or Both in HR Help-desk Case, Person, Worker, Mini Chat Navigation, Create Case for Direct Reportee in Employee self service for manager and 360 Degree page.

Added the CRM Full Sync Integration Guided Process to initiate and monitor the full sync integration between HCM and CRM. The guided process is hosted on PeopleSoft HCM. The CRM Full Sync Integration Guided Process is a wizard that improves and simplifies the processing of full sync integration points between PeopleSoft HCM and CRM.

Added pre-defined CRM Application Data Sets to move objects from one environment to another.

See the full documentation for these features on our Hosted Online Help Documentation site.

Oracle Corporation, World Headquarters Worldwide Inquiries 500 Oracle Parkway Phone: +1.650.506.7000 Redwood
Oracle Corporation, World Headquarters Worldwide Inquiries 500 Oracle Parkway Phone: +1.650.506.7000 Redwood

Oracle Corporation, World Headquarters

Worldwide Inquiries

500 Oracle Parkway

Phone: +1.650.506.7000

Redwood Shores, CA 94065, USA

Fax: +1.650.506.7200

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PeopleSoft HCM/ELM 9.2 Update Image Overview January 2016