PeopleSoft HCM Update Images 22-32 and ELM Update Images 16-20 Overview PDF

PeopleSoft HCM/ELM Update Image Overview
PeopleSoft HCM Update Images 22-32 and ELM Update Images 16-20
OCTOBER 2019
PeopleSoft HCM Update Image Overview - PeopleSoft HCM Update Images 22-32 and ELM Update Images 16-20
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PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

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.

Table of Contents
Disclaimer iii
Preface 1
Introduction 1
NEW! Update Image Highlights Videos 2
PeopleSoft HCM Update Image 22 3
Absence Management 3
Absence Enhanced Integration with Time and Labor 3
Fluid Absence Self Service Enhancements 3
ePay 4
Enhancements for Payroll for North America 4
Enhancements for Global Payroll 4
ePerformance 5
Enhancements 5
eProfile Manager Desktop 6
New Clone Position Transaction in Guided Self-Service 6
Enhanced Guided Self-Service Transaction for Updating Full/Part Time Status 7
Employee Snapshot New Content and Enhancements 7
Global Payroll 8
COBOL Trace Tool 8
Payroll Analytics - 8.55 Tools Uptake 10
Global Payroll for Brazil 11

eSocial Reporting 11
Global Payroll for Switzerland 13
Global Payroll for UK 13
Online P45 for Global Payroll UK 13
Recruiting Solutions 14
New Search Option on the Fluid Candidate Gateway Careers Page 14
Configurable Availability of Refer a Friend and Email a Friend 14
Configurable Visibility of the Job Close Date 14
Additional Usability Enhancements for Candidate Gateway 15
Time and Labor 15
Time and Labor Manager Self Service Pages 15
Functionality Across Applications 20
Activity Guide Composer 20
No Name Translation 22
OnBoarding 22
Benefits 24
eBenefits: Fluid Life Events 24
eCompensation 25
Fluid Total Rewards 25
Employee Snapshot Enhancements 27

Global Payroll Core 28
Element Browser Rules Compare 28
eSocial Reporting 29
Global Payroll for Mexico 31
Rename Distrito Federal to Ciudad de Mexico 31
Human Resources 32
Managing and Viewing Dotted Line Relationships from the Company Directory 32
Payroll for North America 33
Component Lockdown 33
(USA) Tax Class Enhancements 34
Fluid Candidate Gateway Enhancements 34
Fluid Approvals 34
Classic Plus Setup for HCM 35
Classic Components. 35
Guided Self-Service for Multiple Employees 35
Update Team Information Tile and Navigation Collection 36
Global Payroll (Core) 36

Mobile Payslips 36
COBOL Trace Tool 37
eSocial Enhancements 37
Uploading XML Inbound Files 38
Human Resources 38
Company Directory Setup Enhancements – Identifying Roles for Dotted Line
Relationship Management 38
Employee Snapshot Configuration and Dashboard Enhancements 39
Addition of Manager View of OnBoarding 40
(USA) Updated I-9 Form – U.S. 40
Guided Personnel Action Requests for U.S.Federal 40
Enhanced Applicant Security 42
Time and Labor 42
Bulk Auto Enrollment 42
Benefits 43
eBenefits: Employee Self Service Dependent/Beneficiary Enhancements 43
Fluid Approvals 45
Activity Guide Composer 45

Fluid Self Service Reporting 46
eCompensation 46
Fluid Total Rewards Print Capability 46
Fluid Approvals for Compensation Allocation 46
eDevelopment 47
Support of Related Items within the Talent Profile Pages 47
Fluid Approvals for Profiles 48
Labor Reform 50
Global Payroll for Mexico 51
CFDI Updates 51
Human Resources 51
Person ID Delete 51
Electronically Submit OHSA Injury and Illness Data 53
Guided Personnel Action Requests for U.S.Federal Updates 53
Applicant ID Delete 55
Time and Labor 55
Fluid Timesheet 55

Activity Guide Composer Enhancements 56
Sensitive Data Masking 57
Acknowledgement Framework 58
Attachment Capabilities for Absence Fluid pages 59
eCompensation 60
HTML Email Approval for Compensation Proposal 60
Breadcrumb Description Enhancement for Compensation 60
eDevelopment 61
Fluid Manager Self Service Pages for Profile Management 62
ePerformance 62
Modifications to ePerformance WorkCenter for Classic Plus 62
eProfile 62
Support of Fluid Attachments for the Name Change Transaction 62
Administrator Access to Employee Snapshot 63
Security Enhancements to the My Team Pages 64
Mobile Payslips 64
Element Browser - Package Compare 65
Self Service Navigation Collection 65
Global Payroll Country Extension Installation 65

Fluid Self-Service Direct Deposit for Payroll for North America 66
eSocial Totaling Events 66
Global Payroll for Australia 67
Human Resources 67
Person ID Change and Delete Enhancements 67
U.S. Federal HR Enhancements 68
OnBoarding Enhancements 68
Company Directory Provides Easier Access to the Fluid Org Chart 70
Fluid Recruiting Homepage 71
Navigation Collection for Hiring Manager 72
Time and Labor 74
Fluid Timesheet Quick-Fill 74
Schedule Change Limit 76
Data Privacy Enhancements - Sensitive Data Setup 77
ePay 79
Self Service Transactions 79
Electronic T4 and T4A Slips 79

Electronic RL-1 and RL-2 Slips 80
ePerformance 81
Due Date Notifications 81
eProfile 83
Fluid Attachments for the Address Change Transaction 83
Profile Management Pages are Accessible from Employee Snapshot 84
Human Resources 84
Company Directory Org Chart Actions 84
Employment Record Number (ERN) Delete Enhancements 85
Profile Management 86
Profile Management Attachments Capabilities 86
Attachment Capabilities for Absence Fluid pages 88
Self Service Absence Event Handler by Country 88
Time and Labor 89
Fluid Timesheet 89
Fluid Self Service Reporting 92
Swissdec 4.0 Certification Requirements 93

Sensitive Data Masking 93
Data Privacy Enhancements - Sensitive Data Setup 94
Report Absence from Enter Time Page 95
Benefits Administration 95
Fluid Benefits Enrollment - Including the Open Enrollment Activity Guide 95
Fluid Benefits Enrollment 96
eCompensation 98
Fluid Compensation History 98
eDevelopment 100
Ability to Select Different Profile Types 100
Historical Profile Items Available from the Fluid Talent Profile Pages 101
ePay 102
PNA Fluid View W-2/W-2C Forms 102
PNA Fluid W-2/W-2c View Accessibility 102
ePerformance 103
New Learning Tile and Pages Available from Employee Snapshot 104
Employee Snapshot Related Action and Navigation Collection Updates 105
Human Resources 106

Company Directory Displays Empty Positions 106
Org Chart Export for the HR Administrator 107
HR Administrator View of OnBoarding 107
Recruitment Solutions 108
Candidate Application Status 108
Fluid Payroll WorkCenter 110
COBOL Trace Tool Enhancements 111
XML Reporting - Schema Validation 111
Single Touch Payroll: Update Event Process 111
Fluid Payroll WorkCenter 112
Global Payroll for France 113
PAS (Deduction at Source) & DSN Reporting 113
Time and Labor 113
Manager Self Service Fluid Timesheet 113
Delegation: Enter Time Page with Proxy 114
Fluid Approvals 115
Questionnaire Framework 115

Activity Guide Composer – Single Component 116
HR Notifications - Fluid Announcements 119
Absence Self Service Delegation for Fluid 120
Fluid Approval Extended Absence 124
Redefine Employee Navigation for Absence Transactions 125
ePerformance 125
Administrative Components in Team Performance Tile Navigation Collection 125
ePay 127
PNA Fluid W-2c Accessibility & 2011 to 2017 Tax Form Definitions 127
STP Reconciliation 127
eSocial Health and Safety Events 127
Global Payroll for France 129
PAS Enhancement 129
Global Payroll for New Zealand 130
Payday Reporting 130
Human Resources 132
Voluntary vs Involuntary Actions and Action Reasons 132
New OnBoarding Category Steps 132
HR Administrator Analytics 133

Fluid Position Management 134
Position Management Effective Sequencing 135
View Position History with Related Content 135
Summary of Changes for a Position 136
Position Management Attachments 136
Position Management Approvals 137
Recruitment Solutions 137
Bulk Actions for My Job Openings page and My Applicants page 137
Time and Labor 138
Archive Approvals data for Payable Time 138
Redefine Employee Navigation for Time and Labor Transactions 139
Fluid Benefits Confirmation Statements 139
Update of PeopleTools 8.57 – Drop Zones 143
Group Build Exception Processing 143
Employee Snapshot - Multiple Performance History Document Types 144
Human Resources 145
Position Management Enhancements 145
Company Directory Tree Builder Enhancements 147

Social Media Contact Information Added to Personal Details 148
Global Payroll 149
Post Graduate Loan 149
Post Graduate Loan Incoming XML Files 149
Tax Regime 151
Disguised Remuneration Income 152
Fuel Type Enhancements 153
Global Payroll for New Zealand 153
Pay Day Reporting for Employees 153
PDR Reconciliation 154
Multi Contract Processing Order 154
Benefits Fluid Enhancements 155
Email Notifications and Alerts for Fluid Confirmation Statement 155
Fluid Open Enrollment and Statement Pages Optimized for Small Form Factor
Devices 156
Time and Labor 157
Actionable Tiles for Employee Time and Labor Transactions 157
Auto Approval for Time Submitted by a Manager 158
Report Time Attestation in Time and Labor 159

Fluid HCM Attachments - Support for Multiple Entry Id 160
Activity Guide Composer Migrated to Enterprise Components 162
Activity Guide Composer – Support for Multi-User Activity Guides 162
Chatbot Integration Framework 163
Direct Reports Enhancement for Viewing Matrix Teams 164
Absence Assistant Chat Bot 165
Fluid Extended Absence 166
eCompensation Manager Desktop 167
Variable Compensation-Only Cycles 167
ePerformance 169
Auto-Transfer Performance Document Enhancements 169
Allow Peer Review at Anytime 169
Employee Snapshot Enhancements for Development Documents 170
Employee Self Termination 171
Human Resources 172
Business Partner Tracking 172
OnBoarding Category Step to Support Questionnaires 174
Position Management Edit Approval 174

Profile Management 174
Profile Management Security Enhancements 174
Time and Labor 175
Leave / Comp Time Tile 175
Reported Time Audit 177
Archive Approvals data for Reported Time 178
Attendance Violation in Time and Labor 178
GL Chartfields 180
Acknowledgement Framework in Candidate gateway 180
Attachment Support for Absence Event Entry 181
Attachments - Enhanced View of Types and Categories 181
Fluid Benefits Summary in Employee Self-Service 182
Fluid Benefits Enrollment 185
ePerformance 186
Auto-Transfer Performance Documents 186

Employee Snapshot Document Enhancements 186
Employee Snapshot Profile Management Role Security Uptake 187
Employee Snapshot Configurable Profile Content 187
My Team Pages Configuration 188
Payroll Scheduling 189
Attachment Support in Absence Requests 190
Technical Note Enhancements 190
Human Resources 190
Attachment Capabilities for Guided Personnel Action Requests (PAR) 190
Business Partner Enhancements 191
EEO-1 Compensation Data Reporting 193
OffBoarding 194
Year End Employee Consent Reset 195
Accessibility Support for Canadian T4/T4A and RL-1/RL-2 Slips 196
Time and Labor 197
Update of Reported Totals on Fluid Time Page after Save or Submit 197
Fluid Payable Time Total by Units 199
Current Pay Period Timesheet Lockdown 200

PeopleSoft ELM Update Image 16 201
Enterprise Learning Management 201
External Learner Self Registration 201
Mobile Learning Redesign 201
Page and Field Configurator 205
Fluid Survey 205
Mandatory Learning 206
Learner Delete 207
Supplemental Learning – Fluid 208
Learning Tile for Employee Snapshot 209
Continuing Education Units 210
Dynamic Access Control on Static Files Deployed on Web Server 211
Auto Cancel Enrollments 212
PeopleSoft CRM 9.2 HelpDesk for Human Resources 213

Preface
This document provides an overview of the new features and enhancements delivered in PeopleSoft
HCM Update Images 22 and 31, and ELM Update Images 16-19.
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 2018.
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.
• PeopleSoft HCM Update Images 18-21 and ELM Update Images 14-15 Overview. All new
HCM features delivered in the identified Update Images since General Availability.
• PeopleSoft HCM Update Images 22-31 and ELM Update Images 16-19 Overview. All new
HCM 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).
1 | PeopleSoft HCM Update Image Overview

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 tools capabilities.
The Fluid User Interface (Fluid UI) continues to be 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 Absence Management
o Enterprise Learning Management
o ePay
o ePerformance
o eProfile Manager Desktop
o Global Payroll
o Global Payroll for Brazil
o Global Payroll for Switzerland
o Global Payroll for UK
o HelpDesk for Human Resources
o Human Resources
o Recruiting Solutions
o Time and Labor
NEW! Update Image Highlights Videos

As part of Oracle PeopleSoft’s continuing dedication to improving the customer experience and delivering
information in the most efficient manner possible, we now post a Highlights video to our YouTube channel that
provides a brief explanation for each major feature or enhancement delivered in that image.
Update Image Highlights Videos do not replace our extremely popular Video Feature Overviews which tend to be
more robust and thorough explanations of a specific type of functionality. Instead, the Highlights videos allow
viewers a quick visual and audio description of major new features delivered in an image.
2 | PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

You’ll see a link to an Image’s Highlights video directly below the Update Image heading elsewhere in this
document.
PeopleSoft HCM Update Image 22

To watch a short overview of the new features delivered in HCM Update Image 22, watch the PeopleSoft HCM
Update Image 22 Highlights.
Absence Management
This section describes delivered new functionality or enhancements that apply to Absence
Management.
Absence Enhanced Integration with Time and Labor
With the new enhanced integration between Absence Management and Time and Labor, Absence or
Time and Labor Administrator can run the Absence process iteratively and create Payable Time for
Absences. It is no longer needed to finalize the absence calendar to send the Absence to Time and
Labor.
Additionally, exceptions generated by the Absence process will be automatically notified in the new Run
Control page.
Also, a new page is provided to manage Absence exceptions with ease.

Fluid Absence Self Service Enhancements
The Fluid Absence Self Service components now allow the users to inquire the Eligibility and
Forecasting results for employees and managers. The user interface is streamlined to inquire the
results in a more intuitive manner. Additionally, any customized forecast messages can now be
displayed.

Using the View Absence Balances pages in Fluid, user can review the current absence balances,
forecast and project balances as of a future date and review Forecast Balances details.
Forecasting results and details are added to the Approval Absence transaction within the fluid
Approvals solution. This helps the user to select only those requests whose Forecasting or Eligibility
result is eligible, for approval. Also, the user can review the Forecasting Results within the Absence
Request detail page.
ePay
This section describes delivered new functionality or enhancements that apply to ePay.
Enhancements for Payroll for North America
Image 22 includes the following ePay enhancements to support PeopleSoft Payroll for North America:
• Fluid consent for electronic W-2/W-2c forms.
United States employees can now use the PeopleSoft Fluid User Interface to give or withdraw consent for
electronic W-2 and W-2c year-end forms.
• Configurable confirmation for updatable PDF withholding forms (requires PeopleTools 8.55.07 or above).
When employees submit tax withholding changes using updatable PDFs, the confirmation message
appears in a separate PDF file that opens when the transaction is complete. Previously, this confirmation
PDF always included a copy of the newly updated withholding form. Now administrators can configure
forms so that the confirmation does not include the updated withholding form.
Enhancements for Global Payroll

Fluid Self Service for ePay Global Payroll Banking
PeopleSoft ePay now enables your employees to review, edit, and add bank account and payment distribution
information using the PeopleSoft Fluid User Interface.
The Banking page displays an employee’s accounts along with the methods by which net pay is distributed to those
bank accounts.
Employees can click an account or distribution to edit it, or you can click the Add button to create a new account or
distribution.

Banking page
ePerformance
This section describes delivered new functionality or enhancements that apply to ePerformance.
Enhancements
ePerformance delivers these enhancements on the Document Template component in image 22:
• New setup options to include document sections in the Define Criteria step and the Track Progress step
individually.
Before the enhancement, a document section could be set to include in both Define Criteria and Track
Progress steps, or none. This enhancement splits the option into two separate ones. Now administrators
have the choice to include sections in either step, both steps, or none of them on document templates.

Template setup options to include a section in the Define Criteria step and the Track Progress step
• New setup option to add attachments to employee self-evaluation documents.
Before the enhancement, managers had the ability to add file attachments when they worked on manager
evaluation documents. In this enhancement, the file attachment capability is extended to employees on
their self-evaluations.
Template setup option to allow employees to attach files on their self-evaluation documents
eProfile Manager Desktop

This section describes delivered new functionality or enhancements that apply to eProfile Manager
Desktop.
New Clone Position Transaction in Guided Self-Service
Guided self-service now enables managers to request a new position that is based on an existing position in their
organization. As with all guided self-service transactions, organizations choose what approvals are required.

Managers start the Clone Position process from the My Team page, where the related actions menu for employees
in positions now includes a Clone Position option. When a manager chooses this option, the guided self-service
process displays a page with the position data fields that your organization has configured to appear. The cloning
process will copy data from all of the fields that are listed in the configuration options, regardless of whether they are
configured to be visible.
The default values in all of the fields come from the position of the employee whose position is being cloned. Unlike
other guided self-service transaction, there is no requirement for the user to change any data. However, there is also
no requirement to retain any of the data. Managers are free to keep all, some, or none of the default values in the
visible fields.
Enhanced Guided Self-Service Transaction for Updating Full/Part Time Status

The delivered guided self-service transaction that was previously called Change Full/Part Time Status is now called
Change Full/Part Time or Hours. The modified transaction is delivered with an editable Standard Hours field in
addition to the editable Full/Part Time field. Managers can update one or both fields.
Additionally, any transaction that includes the Standard Hours field now includes a display-only FTE (full-time
equivalent) field. The system automatically calculates and displays the FTE value when the manager changes the
employee’s standard hours.
Employee Snapshot New Content and Enhancements

With image 22, Employee Snapshot now includes additional tiles, pages, and the new Performance Review
dashboard to review an employee’s skill sets and responsibilities. These tiles and pages include a view of an
employee’s:
• Personal competencies
• Honors and awards
• Responsibilities
• Licenses and certifications
• Special projects

The PeopleSoft Fluid User Interface also enables talent administrators to determine configuration options for the
Employee Snapshot. These include setting up date ranges to display competencies and projects, identifying which
competency and performance reviews to display, and select if you want to compare licenses and certifications to the
employee’s job requirements.
Global Payroll
This section describes delivered new functionality or enhancements that apply to Global Payroll.
COBOL Trace Tool
Payroll administrators often encounter scenarios where payrolls goes into error for a particular employee or the
payroll calculations do not produce the expected results. It takes a lot of effort for payroll administrators to analyze
these errors and understand all of the transactions happening in background.
The Global Payroll COBOL Trace Tool enables provides payroll administrators a step-by-step method of tracing
payroll calculations.
A new group box on the Debug and Tuning Options page enables you to configure how detailed of a COBOL trace
you want to run.

Cobol Trace Parameters group box
Once the trace file is generated, you can use the new COBOL Log Viewer to view the data selectively, streamlining
your analysis.

COBOL Log Viewer
Payroll Analytics - 8.55 Tools Uptake

The Global Payroll Analytics page now leverages full PeopleTools 8.55 pivot grid functionality, including saved
searches, and prompts and editable facets.
Global Payroll Analytics page

Global Payroll for Brazil
This section describes delivered new functionality or enhancements that apply to 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
preparation for the implementation of eSocial, PeopleSoft Global Payroll for Brazil continues to deliver new setup
pages as well as changes to existing HR and GP for Brazil pages. As of image 22, eSocial reporting capability has
been extended to wage type table events (S-1010). The S-1010 event is responsible for capturing earnings,
deductions, and informational earnings/deductions that are used in processing employee payroll for companies.
Adding earnings and deductions to wage types tables on the Wage Types Table page
Wage types table event reports are processed for companies on the eSocial Basic Initial page (for initial loading)
and eSocial Basic Table Event page (for online transactions).

Processing of wage types table events on the eSocial Basic Table Event run control page

Global Payroll for Switzerland
Switzerland.
Payments conform to ISO 20022 Standard for Global Payroll for Switzerland
Within the Swiss payroll application, employee payment information gets transferred – beginning
01/2018 (Post Finance) and 07/2018 (other receiving banks), using the Swiss derivative of ISO 20022.
ISO 20022 replaces the former DTA (data exchange by file) and the EPO (electronic payment order) format.
GP Switzerland uses the existing framework (Swiss XML dashboard) to create Swiss
ISO 20022 XML.
Prepare Files CHE page to prepare the ISO 20022 XML
Global Payroll for UK

This section describes delivered new functionality or enhancements that apply to Global Payroll for UK.
Online P45 for Global Payroll UK
The P45 feature in Global Payroll UK is enhanced to support online P45 generation. This feature will
provides leavers the option to View or Print the P45 report using their ESS. This feature will also provide
an option to Payroll administrators to produce P45 and send that P45 through email to the employee’s
registered email ID.

P45 Identification Results GBR page administrator will have an option to choose either Send P45
through Email, or Enable P45 in ESS.
On successful generation of P45 report, Employee will receive their corresponding P45 either by E-Mail
or can view in ESS as per the set-up.
Recruiting Solutions
This section describes delivered new functionality or enhancements that apply to Recruiting Solutions.
These enhancements all relate to PeopleSoft Candidate Gateway.
New Search Option on the Fluid Candidate Gateway Careers Page
In Fluid Candidate Gateway, you can now configure the Careers page to include a search option that immediately
displays jobs that were posted in the last nn days, where nn is a number that you choose. For example, you can
give applicants the option to quickly view all jobs posted in the last 7 days.
Use the Site Setup page to activate the new View Jobs Posted in Last nn Days option by specifying a non-zero
number of number of days.
On the Careers page, the new search option appears along with the previously existing option to display all jobs, up
to the maximum number of search results. The previously existing option is now labeled Search All Jobs instead of
Search Latest Jobs.
Configurable Availability of Refer a Friend and Email a Friend

Fluid Candidate Gateway sites now include options for disallowing the Refer a Friend and Email a Friend options.
When you activate one or both of these options, Fluid Candidate Gateway hides all of the buttons and links that
provide access to the relevant functionality.
Configurable Visibility of the Job Close Date

You can now configure Fluid Candidate Gateway search results to display the Close Date for each job posting.
The close date is the last day that the job is posted. For example, if the remove date specified in the job opening is
June 11, 2017, then the close date is June 10, 2017.
When a job posting does not have a remove date, the Close Date field displays generic text from the text catalog.
The delivered text is Open Until Filled.

The job posting Close Date is also now delivered as a non-activated search facet. Activate the search facet to
enable applicants to filter jobs based on when the jobs close. When you activate the filter, you will set up relative
date ranges such as Less than 7 Days.
Additional Usability Enhancements for Candidate Gateway

PeopleSoft Update Image 22 also includes additional usability enhancements for Candidate Gateway:
• The My Job Applications page now shows a status of Not Eligible if the applicant failed prescreening and
was therefore unable to complete the job application. (Fluid and Classic)
• The Application Summary page now includes a contextual header that identifies the job or jobs for which
the applicant applied. (Fluid only)
• Informational text related to keyword searches and search results has been improved. (Fluid only)
Time and Labor

This section describes delivered new functionality or enhancements that apply to Time and Labor.
Time and Labor Manager Self Service Pages
The PeopleSoft Time and Labor Manager Self Service pages enable the managers to enter time
and review weekly, payable time, and leave balances using a Fluid User Interface.

The managers can do all of this and more using a desktop, tablet or a mobile device. On the
Manager Self Service Team Time page, the navigation collection in the left panel helps the
managers to navigate easily from one component to another. The components are:
• Report Time
• Weekly Time
• Payable Time
• Leave Balances
The Manager Self Service Report Time Fluid page helps the managers to enter, modify and view
the Timesheets of all of their employees as defined by Time and Labor security.

The Manager Self Service Weekly Time page helps the managers to review weekly time of the
employee’s reported time in Fluid.

The Manager Self Service Payable Time page helps the managers to review payable time of
employees paid by payroll in Fluid.

The Manager Self Service Leave Balances helps the managers to review current leave balances
of the employees in Fluid if the employee has enrolled in Benefits.

Functionality Across Applications

This section describes delivered new functionality or enhancements that apply to more than one
application.
Activity Guide Composer
The Activity Guide Composer makes it easier for you to define guided procedures and provides users with a
simplified and streamlined approach to completing a business process, such as an employee's OnBoarding process
or life event change. In activity guides, users are presented with a list of steps, or tasks, that need to be completed
to finish the procedure. Activity guides will track and maintain the user's progress as he or she completes the steps.

The Activity Guide Composer framework is designed to improve the deployment and management of fluid activity
guides by separating the technical and functional configuration. The benefits of this is a reduction in technical
resources and enabling your functional process owners to manage and maintain their activity guides. In addition, the
Activity Guide Composer framework also provides utilities and configurable steps that are commonly utilized in
activity guides.
Example of the Activity Guide Composer – Template pages and where to configure steps for your activity guides
The PeopleSoft application delivers definitions and templates to support your activity guide business processes.
You can also create your own data or use the cloning feature to copy the delivered templates and customize
according to your organizational needs. The Activity Guide Composer also enables organizations to assign an
activity guide template to a person based on a set of rules you define using the Template Assignment feature.
When you are done setting up your activity guides, you can deploy them to your workforce through business
process specific fluid pages, such as the delivered fluid OnBoarding and fluid Life Events pages, or you can use the
My Activity Guides page. The My Activity Guides page provides a centralized location where you can deploy activity
guide templates to your users without having to create a custom page. Users can access activity guides to which
they have been granted access to start new instances of activity guides, review and access activity guide instances
already in progress, and, if given access, start or delete instances of activity guides.

No Name Translation
When your organization uses multiple languages, the system enables you to determine, which, if any, name fields
should be translated into one of the other languages using the No Name Translation table. This page is important
when it comes to the translation of the editable non-lookup name-related fields (e.g.-First Name, Last Name, or
Middle Name). For example, you may want to translate a Japanese name stored as kanji characters into English so
a non kanji user can read the name. However, you may choose to not translate a French name into English.
No Name Translation setup page
OnBoarding
PeopleSoft delivers the OnBoarding feature using the Activity Guide Composer functionality, which is designed to
improve the deployment and management of fluid activity guides. New employees can access the OnBoarding
activity guide to complete predefined steps and pages required during the hire process. The activity guide will track
and maintain the user’s progress and streamline the hire process to help ensure a successful transition into the
organization.

Activity guide steps appear in either the left panel of the page, as shown here, or as steps across the top of the
page, depending upon your configuration. The steps that appear in the left panel navigation will also display the
status of the step. Activity guide steps may vary and are based on the template you assign to an employee. The
PeopleSoft application delivers several OnBoarding templates, but organizations may create and assign their own
templates.
Example of a fluid OnBoarding activity guide showing the Documents page
PeopleSoft OnBoarding also enables you to embed video steps and transcripts into the activity guide as well as the
ability to enable the user to view, download, and to attach documents.

A Summary page provides an employee with a consolidated view of the steps found within the activity guide. A
worker can see the status of a step with its completion date, identify which steps are required and when, mark a step
complete, and also provides the opportunity to go back to any given step, should the person need to make any final
changes.
Example of a fluid OnBoarding activity guide showing the Summary page
Benefits
This section describes delivered new functionality or enhancements that apply to Benefits.
eBenefits: Fluid Life Events
Life Events are now available as fluid pages. The application appears within the context of an activity guide using
the Activity Guide Composer life event templates, to display the steps a user has to perform.

Example of a fluid Life Events activity guide
Organizations can still use the classic Live Events Self Service pages, or access the fluid Life Events pages by
accessing the Benefit Details tile delivered on the Employee Self Service fluid home page.
Like classic, the system comes with the fluid Adoption, Birth, Divorce, and Marriage life events templates ready to
use, or you can create and manage your own templates using the Activity Guide Composer and new Benefits pages
for fluid.
eCompensation
This section describes delivered new functionality or enhancements that apply to the eCompensation
application.
Fluid Total Rewards
The Fluid Total Rewards Statement provides managers, employees, and administrators graphical and tabular
representations of employees’ full compensation and benefits packages. It increases employee awareness and
appreciation for the complete employment package that an organization offers, keeping employees engage in
fostering excellence in their jobs, and retaining loyalty.
In this image, new columns are introduced to display total amounts on desired section grids of the statement. They
include:
• Employer Total: Displays the total of employer paid and employer provided amounts for a reward item.
• Employer-Employee Contribution: Displays the relative employer and employee contributions for a reward
item in a horizontal bar widget.

• Employer-Employee Total: Displays the total of employer paid, employer provided and employee paid
amounts for a reward item.
• Percent of Total Reward: Displays the percentage of the total employer and employee amounts for a
reward item in the overall total amount for all reward items.
New section columns on the Fluid Total Rewards Statement show total employer and employee contributions for each reward item
Display of total employer and employee contribution amounts for a reward item on the Fluid Total Rewards Statement on small form
factor
The display of these new section columns on total rewards statements is enabled through template configuration.

More configuration options in template definition to control what to display on total rewards statements
From the template, administrators control what and how employee reward information is best displayed for each
section of its statements. A link is available for administrators with permission to preview the fluid statement, which is
constructed using the currently saved configuration and is displayed in a new browser window or tab. It allows
administrators to toggle between the template and fluid statement as many times as needed and refine the template
configuration.

Desktop.
Employee Snapshot Enhancements
Employee Snapshot image 23 delivers a Career Planning dashboard with supporting tiles to assist managers in
planning career advancements for their employees.
Existing dashboards also contain new tiles to enable managers to review the skills and training an employee has for
a chosen career. The Summary dashboard now includes the Job Interests, Education, and Career Plans summary
tiles and the Compensation Review dashboard enables you to view a history of bonus amounts received by the
employee over the past several years.

Global Payroll Core
This section describes delivered new functionality or enhancements that apply to Global Payroll Core.
Element Browser Rules Compare
The new Compare related action enables you to use the Element Browser page to see a detailed comparison
between two elements. When you select a compare option and click Done, the comparison view of the Element
Browser page uses a combination of icons, strikethrough text, and bold text to indicate new, changed, and deleted
values for the elements you are comparing.
Example of the Element Browser comparing two effective dated versions of the same element.
You can compare:
• An effective-dated version of an element to another effective-dated version.
• An element to another element.
• An element with the same element in a remote database.
In addition, for Global Payroll rule packages that have been imported and compared, you can click the new View
Element Browser Compare button on the Package Elements page to view the updated elements in the Element
Browser.

Package Elements page with new View Element Browser Compare button

Brazil.
eSocial Reporting
eSocial is a nationwide reporting system in Brazil. It streamlines the transmission of workers’ HR and payroll-related
information from companies doing business in Brazil to the government in a centralized framework.
In this image, additional periodic events are delivered to support the reporting of payroll and termination information
to the government for specified pay periods. These events are:
• Compensation (event used to report worker’s payroll information)
• Miscellaneous Payment (event used to report worker’s net payment information)
• Complementary information to Periodic Events (event used to report company’s tax exemption
information)
• Reopening Periodic Event (event used to reopen a closed period for processing eSocial events)
• Closing Periodic Event (event used to close a period for processing eSocial events)
• Employer Union Contribution (event used to report company’s union contribution information)
• Termination (event used to report employees’ termination)
• Termination (event used to report non-employees’ termination)

They are processed in batches on various run control pages:
Processing of events to report payroll, payment, tax examption and union contribution information s on the eSocial Payroll Events
page
Processing of events to reopen and close periods on the eSocial Period Controls page

Processing of events to report worker’s termination information on the eSocial Termination Events page
Global Payroll for Mexico

Mexico.
Rename Distrito Federal to Ciudad de Mexico
Applying this feature runs an Application Engine (AE) process that looks for all records in your HCM database that
have both country and state defined. For any record with a country of MEX (Mexico) and a state of DF (Distrito
Federal), the process converts the state value from DF to CDMX (Ciudad de Mexico).
Example of a record before running the AE process

Example of a record after running the AE process
Human Resources
This section describes delivered new functionality or enhancements that apply to Human Resources.
Managing and Viewing Dotted Line Relationships from the Company Directory
With PeopleSoft HCM image 23, your organization can now create, manage, and view dotted line relationships.
Dotted line relationships are one-to-one relationships between two individuals where one individual reports to
another outside of a direct line reporting relationship.
When granted access, a person can manage dotted line relationships for his or her employees. This is easily done
through the Company Directory - Manage Dotted Line page. The page will also display the person’s dotted line
requests that are pending approval.
Manage Dotted Line page for a person granted security access to manage dotted line relationships and with a request pending
Administrators will create and manage dotted line relationships using the HR administrator Dotted Line page.

Even when not granted dotted line management for a person, you can still access the Reporting Structure page to
view dotted line managers for an individual, or the Directs page to view dotted line reports, if any. This information is
even visible from the Company Directory Org Chart Viewer. Dotted line relationships are symbolized with a dotted
line box around the person’s node.
The Org Chart Viewer showing a dotted line manager and a dotted line report for the focus employee.
Payroll for North America

This section describes delivered new functionality or enhancements that apply to PeopleSoft Payroll for
North America.
Component Lockdown
The component lockdown feature helps you control your data integrity by locking down data in selected components
at specified times. Users who attempt to access a component while it’s locked down see a configurable message
explaining that they cannot make updates. When the user continues, the data appears in read-only mode.
Use this feature to lock down components:
• During payroll calculation and confirmation processing.
• On-demand.
• On a schedule that the administrator enters.
Twenty components in PeopleSoft Payroll for North America and four components in PeopleSoft ePay are delivered
with lockdown capability enabled.
A red paper on My Oracle Support explains how to enable lockdown for additional components with a simple
PeopleCode customization.

(USA) Tax Class Enhancements
PeopleSoft has expanded the tax class field for US Payroll from one character to three characters. This
enhancement allows additional tax class values to be added as they become necessary. The new Tax Class Table
page simplifies the maintenance of tax class values.
PeopleSoft delivers 30 entries in the tax class table for existing tax classes. Some additional codes are reserved for
PeopleSoft use, but customers can create tax classes with two-character and three-character codes where the first
character is a number from 0 to 5. (If you add your own tax classes, you are responsible for all customizations that
are necessary to use those tax classes. Simply adding a tax class to this table does not affect payroll processing.)
After taking the tax class expansion feature, customers who currently use the reserved tax class values 0 through 5
can keep using those values during 2017. However, customers should migrate to new two- or three-character values
before running the first payroll with a check date on or after January 1, 2018.
This section describes delivered new functionality or enhancements that apply to PeopleSoft Recruiting
Solutions.
Fluid Candidate Gateway Enhancements
PeopleSoft HCM Image 23 includes three enhancements to Candidate Gateway. All three enhancements apply to
both Fluid Candidate Gateway and Classic Candidate Gateway.
First, if you use Registration Terms and Conditions functionality, candidates now must agree to your terms during
registration updates as well as during initial registration. Registration updates occur when applicants sign in after you
change registration settings such as password requirements. This enhancement also expands the registration
update logic so that activating or updating registration terms triggers a registration update for your candidates.
A second Candidate Gateway enhancement ensures that the Veteran Self-Identification step appears only in
applications for US jobs.
The third enhancement expands the alternate character options for sites. You can now hide alternate character
fields in Candidate Gateway even when the applicable primary permission list is configured to show alternate
character fields.


application.
Fluid Approvals
The following Fluid Approval transactions are available in PeopleSoft HCM 9.2 image 24:
• Military Rank Change
• (USF) Personnel Action Request

• Overtime Request (use Mobile Fluid Approval transactions in Time and Labor to approve overtime
requests from the employee)
• Group Update (for the new Update Job Details for Group guided self-service transaction)
Classic Plus Setup for HCM

PeopleSoft Classic Plus feature provides you the ability to view the Classic components with fluid-like
styling. Classic Plus styling is enabled on most of the application Classic Components.
Using the Classic Plus Setup page, System Administrators can quickly view the list of application
components delivered as Classic Plus and enable/disable Classic Plus Classic Plus feature in Classic
Components
Classic Components.

Desktop.
Guided Self-Service for Multiple Employees
A new guided self-service transaction, Update Job Details for Group, enables managers to update any combination
of department, work location, and supervisor for several employees at once. When selecting employees, managers
can navigate their reporting hierarchy or search by name, title, or email. The selected employees are listed on all
guided self-service pages to provide ongoing context for this group update.
If approvals are required, submitting the transaction creates a separate Group Update approval request for each
employee in the group. When an approver filters the Pending Approval page to display only these Group Update
requests, the approver can select multiple transactions for batch approval.
The Update Job Details for Group transaction can be accessed from the new Update Team Information page, from
the standard PeopleSoft menu, and from the Actions List on the My Team page.

Update Team Information Tile and Navigation Collection
The Manager Self Service home page has a new Update Team Information tile The tile provides access to the
Update Team Information page, a navigation collection where users can initiate guided self-service transactions.
The left frame of the navigation collection lists all of the delivered guided self-service transactions, including the new
Update Job Details for Group transaction. The right frame displays the page where the user chooses which
employee(s) to update. Choosing the employee(s) launches the selected guided self-service transaction.
Global Payroll (Core)

This section describes delivered new functionality or enhancements that apply to the core Global
Payroll application.
Mobile Payslips
The Mobile Payslip 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 Payment Summary page provides a brief summary of payslip information and enables you to access more
detailed payslip information relating to earnings and deductions, payment distribution, payroll balances, absence
balances, and payslip analytics.
As of HCM Image 24, this functionality has been implemented for the following Global Payroll Country Extensions:
• Argentina
• Australia
• China
• Hong Kong
• India
• Japan
• Malaysia
• Mexico
• New Zealand
• Singapore
• Spain
• Switzerland
• Thailand
• United Kingdom
• United States

COBOL Trace Tool
The Global Payroll COBOL Trace Tool enables provides payroll administrators a step-by-step method of tracing
payroll calculations.
This feature is now enhanced to include the COBOL programs for tracing Array Processing. The Result Data
Manager program will also be supported for detailed tracing.

This section describes delivered new functionality or enhancements that apply to the Global Payroll for
Brazil application.
eSocial Enhancements
PeopleSoft Global Payroll for Brazil delivers several enhancements in this image to improve the usability of the
eSocial Events Monitor.
To assist administrators with troubleshooting tasks, the monitor is updated to display all pertinent error messages in
the event details for any event with an error status.
Display of all associated error messages for events that are in error status
In eSocial, exclusion events are used to remove incorrect data that is sent to the Government, and can be created
for any system-delivered eSocial events. As administrators review details of exclusion events in the monitor, new
columns are added to show additional information about these exclusions, such as the events for which they are
created.

Display of additional information relating to exclusion events in the eSocial Events Monitor

UK application.
Uploading XML Inbound Files
HMRC will be decommissioning the Electronic Data Interchange (EDI) channel and replacing it with an existing XML
service. Current EDI users will need to migrate to the XML channel by the start of the Fiscal Year 2018/19.
PeopleSoft will support the Incoming XML files such as P6,P9, SL1 and SL2 Notices, as well as NVREP.
In the first deliverable we had provided the ability to generate the RTI outbound files FPS, EPS and EYU in XML
format. In this image we are providing the ability to import inbound files, as well as the remaining outbound file for
NVREQ.
Human Resources
This section describes delivered new functionality or enhancements that apply to Human Resources.
Company Directory Setup Enhancements – Identifying Roles for Dotted Line Relationship Management
Using the General Settings page for the Company Directory Fluid org view type, administrators can identify the roles
that will grant workers access to manage dotted line relationships from within the Company Directory fluid pages.
When assigned a role that is identified on this setup page, a person can create or remove dotted line reporting
relationships.

New Dotted Line Role Configuration section in the Chart and Profile Settings – Ggeneral Settings setup page for Company
Directory Fluid
Employee Snapshot Configuration and Dashboard Enhancements

The PeopleSoft Employee Snapshot dashboards have been enhanced to include several new tiles and pages.
These enhancements are:
• The Promotion Readiness dashboard now includes the Job History tile and page that enable managers to
quickly view jobs held within the organization by an employee.
• The Compensation Review and Career Planning dashboards give access to the Employee Impact tile and
page. This enables managers to assess the impact of loss, risk of leaving, performance, and potential of
an employee through rating evaluations and ratings boxes.
• The Performance Review dashboard includes a list of education and government projects assigned to an
employee.
• The Career Planning dashboard also displays the Succession Plan tile and page where you can view the
jobs and persons for which an employee is slated as a successor.
In support of these new tiles, the Employee Snapshot setup pages enable the administrator to configure and display
the Performance versus Potential and Risk versus Loss ratings boxes. The administrator can also identify which
succession plans, if any, should appear for an employee.

Addition of Manager View of OnBoarding
Managers can now view a summary of their employee’s OnBoarding activities using the OnBoarding Status page.
Managers can view the progress of each step in the activity guide and can also send a notification to the employee
as a reminder to finish the OnBoarding tasks. Administrators will identify the reminder template that is used to send
to employees on the updated OnBoarding Installation page.
OnBoarding Status page for managers
(USA) Updated I-9 Form – U.S.

The United States Citizenship and Immigration Services (USCIS) published the approved I-9 Form changes
effective July 17, 2017. The revisions related to the List of Acceptable Documents are also reflected in PeopleSoft
HCM. The USCIS made these changes to List C for the employer:
• Added the Consular Report of Birth Abroad (Form FS-240) to List C.
• Combined all the certifications of reports of birth issued by the Department of State (Form FS-545, Form
DS-1350 and Form FS-240) into selections C #2 in List C.
• Renumbered all List C documents except the Social Security card.
Guided Personnel Action Requests for U.S.Federal

The new Guided Personnel Action Request fluid interface provides a simple to use, intuitive application for Federal
HR Administrators to quickly create a Personnel Action Request and approve the Personnel Action Requests using
AWE Fluid Approvals.

The enhanced process also simplifies how Retroactive Personnel Actions are entered in the system. You can mark
all higher dated rows as reviewed with a click of a button.
Before submitting the request, review the summary of changes and the current information using the Transaction
Summary step. This is a new functionality with Image 24.

Solutions.
Enhanced Applicant Security
Many organizations hold applicant data at a very high level of confidentiality. Talent Acquisition Manager now
provides an option for enhanced applicant security. Use this option to limit a user's access to applicant information
based on the user's access to job openings, and to make access to job openings more restrictive. Specifically, users
who are subject to enhanced applicant security can see only the following data:
• Job openings where the user is the creator or a member of the hiring team.
Under enhanced applicant security, users do not have access to job openings through department tree
security.
• Applicants who are associated with the user’s job openings.
Even when a user has access to a specific applicant, the user cannot see applications for job openings
where the user is not the creator or on the hiring team.
• Applicants who applied without a job opening.
As part of this feature, certain applicant transactions can now optionally be associated with one or more job
openings. This allows transaction visibility to be restricted. The transactions that can now be associated with job
openings are applicant notes, forwarding an applicant, and sending correspondence. System-created applicant
notes are automatically associated with the job opening(s) from the transaction that caused the note to be created.
The option to associate these transactions with job openings is available even if you do not activate enhanced
applicant security. If you do activate enhanced applicant security, transactions that are associated with job openings
are not visible to users who do not have access to the job openings.
You activate the enhanced applicant security setting for specific recruiting roles. For example, you can restrict hiring
manager roles without restricting recruiter roles. The setting is effective dated. The Recruiting Administrator role
cannot be restricted, so administrators continue to have standard access to job openings and applicant data.
Time and Labor

Bulk Auto Enrollment
The Bulk Auto Enrollment feature allows administrators to enroll a group of time reporters into Time and Labor on a
specific day.
The administrator specifies the time reporters individually, by process group query, or as all employees and the
process inserts them into the staging table with the specified Enrollment Start Date.

Benefits
This section describes delivered new functionality or enhancements that apply to Benefits.
eBenefits: Employee Self Service Dependent/Beneficiary Enhancements
The Dependent and Beneficiary Information page is now available in fluid.
You can use the Benefit Details tile delivered on the Employee Self Service fluid home page to access the fluid
Dependent/Beneficiary pages. You can also add additional phones numbers or an email address for your
dependents and beneficiaries.

Example of a fluid Benefit Details - Dependent and Beneficiary Information page
Example of a fluid Individual Dependent/Beneficiary Information page
Example of a fluid Individual Dependent/Beneficiary Information page


application.
Fluid Approvals
Enhanced a list of HCM approval processes to use the PeopleSoft Fluid approval process.
• Allocate Compensation
• Non-Person Profile
• Person Profile
• W-4 Tax Withholding Form
• Payable Time
Activity Guide Composer

Enhanced the Activity Guide Composer feature to support the cloning of categories.
In PeopleSoft HCM image 25, you now have the ability to clone Activity Guide Composer categories using the Clone
Category page. This functionality enables administrators to quickly clone existing activity guided categories that can
be reconfigured for a different business process.

This section describes delivered new functionality or enhancements that apply to the core Global Payroll application.
Fluid Self Service Reporting

Added the Self Service Reporting feature for employees to access payroll reports on Fluid homepage.
After each Financial Year, the organization needs to share Year-End Statements with the employees. Instead of
sending printed reports by mail, organization can now use the Self Service Reporting Framework to make the
Statements available online. With this new feature, employees can view reports using their mobile devices and
receive notification when reports are available to view, download or print.
When the employee taps the Payroll Reports tile on the Employee Self Service Homepage, the Payroll Reports
page opens where the employee can select the report to be generated. The reports listed are country specific and
will be based on the security access of the logged in user.
eCompensation
application.
Fluid Total Rewards Print Capability
Enhanced the Fluid Total Rewards feature to support print capability.
The Fluid Total Rewards Statement provides managers, employees, and administrators graphical and tabular
representations of employees’ full compensation and benefits packages.
In this image, users can leverage the print capability that is delivered in the Fluid Total Rewards Statement to launch
a printer-friendly version of the statement for printing purposes.
Fluid Approvals for Compensation Allocation

Enhanced the Allocate Compensation approval process to use the PeopleSoft Fluid approval process.
Managers can review approvals requests for the Allocate Compensation Fluid transaction using the Fluid Approvals
pages. See Fluid Approvals.

eDevelopment
This section describes delivered new functionality or enhancements that apply to PeopleSoft Human
Resources eDevelopment.
Support of Related Items within the Talent Profile Pages

Enhanced the Fluid Talent Profile feature to support the display of related items.
When set up to use relationships, the Talent Profile fluid pages will display an additional column and link to review,
add, or delete related items. Note that the name of the link varies based on the child relationship of the content type.
Click the link to access the new related content item pages to view or manage related items.
Talent Profile page showing a person that has two related items for a competency in her profile
Fluid Approvals for Profiles

Enhanced the Person Profile and Non-Person Profile approval processes to use the PeopleSoft Fluid approval
process.
Managers can review approvals requests for Person Profile and Non-Person Profile Fluid transactions using the
Fluid Approvals pages. See Fluid Approvals.

Brazil application.
Labor Reform
Added labor reform update (effective November 2017) regarding vacation and union contribution.
In November 2017, a labor reform went into effect in Brazil to amend the existing Brazilian Labor Code and
regulations. To help create new jobs and promote employment, this reform implements less restrictive labor rules in
a number of areas. In this image, Global Payroll for Brazil delivers product updates to support these reform changes:
• Union Contributions – union dues are no longer mandatory to employees. The system is updated to apply
union contribution deductions only to employees who choose to do so.
• Vacation – employees can split their vacation time up to 3 periods (one of the periods must be at least 14
days long and the other two no less than 5 days each). Part-time employees are now entitled to 30 days of
vacation. Updates are made on the Vacation Parameters BRA page to react to these vacation rule
changes.
Added and updated fields on the Vacation Parameters page to support latest vacation rules

• Termination – employment contracts can now be terminated at any time by the mutual consent of
employers and employees (termination by common agreement), and do not require ratification by labor
unions or the Ministry of Labor. For this type of termination, employees are subject to reduced prior notice
indemnification and FGTS.
The system delivers new termination reason (Termination by Common Agreement) and GRRF code (Term
by Common Agreement) to support this new termination type:
Delivered termination reason and GRRF code for setting up new termination type on the Termination Versions page
It also updates the Termination Contract, CAGED, GRRF, and SEFIP reports to display information for
terminations by common agreement when applicable.
Global Payroll for Mexico

Mexico application.
CFDI Updates
Enhanced the CFDI process to match the XML structure that was published by the SAT based on
version 3.3.
The CFDI feature in GP Mexico is enhanced to support the legal changes announced by Mexican
Government. The enhancement includes the updates on Version, Folio, Voucher Type, Payment
Method, CFDI Use, Payment Type, Description, Earnings and Deduction.
CFDI Version 3.3. will be supported as of January 1st 2018.
Human Resources
Resources.
Person ID Delete
Enhanced the Person ID Delete process to enforce data privacy.
PeopleSoft HCM has enhanced the data privacy Person ID Delete process to grant you full control when it comes to
the ability to completely delete worker information from the system when there are legitimate reasons for a person
to be forgotten and when your organization determines the data no longer serves its purpose.

The system delivers these two new roles:
• ID Delete Administrator:
Allows administrators to 1) define control records and fields, where the presence of data for a specific
person prevents that person’s data from being deleted, and 2) list tables from which person data for
workers should not be deleted.
Person ID Delete Control page options for those with the ID Delete Administrator role
• ID Delete User:
Enables users who run the Person ID Delete process the ability to override the administrator configuration
options so that person ID data is completely removed from the database.
Person ID Delete page highlighting the Control Parameters options section for those with the ID Delete User role

Electronically Submit OHSA Injury and Illness Data
Enhanced the Occupational Safety & Health Administration (OSHA) reporting feature to support the electronic
submission of the OSHA annual summary report.
The PeopleSoft system now provides a csv file option to support the electronic filing that OSHA recently announced
to report your establishment injury and illness records. The OSHA 300A Annual Summary run control page includes
the Generate PDF Reports check box.
OSHA 300A Annual Summary run control page showing the new Generate PDF Report option
Guided Personnel Action Requests for U.S.Federal Updates

Enhanced the Correct Personnel Action USF and Cancel Personnel Action USF transactions to be used in Fluid and
supported in guided process.
Using the Personnel Actions USF Tile, the HR can launch Personnel Action Summary page and opt to cancel or
correct a Personnel Action Request which is in ‘Completed-Processed by HR’ status.

Once the Cancel option is selected, the HR can see a new step, ‘Cancellation Details’ in the guided process.
If the Correct Personnel Action option is selected, HR is provided ‘Request Details’ page where HR can see
Transaction Number, Sequence , the PAR details that were originally entered. The HR can correct Action, Action
Reason, NOA Code, Business Unit or just click continue to correct other PAR details. For Correct Personnel Action,
the guided process is rendered in edit mode for the HR to modify any Personnel Action Details.
Along with Fluid Correct and Cancel Personnel Action, PeopleSoft has also redesigned ‘Route to Next functionality’
for Fluid Interface. It is now enabled for Guided Personnel Actions approval process.
Note: This functionality can be configured at any approval step.
Guided Personnel Actions for U.S Federal is also enhanced to support the legislative changes regarding Cyber
Security. HR can now update Cyber Security Speciality Code changes as per the latest OPM guidelines.
To use Cyber Security Speciality Code for employees, customers have to associate the Positions with Cyber
Security Speciality Codes. Once it is linked, Cyber Security Speciality Codes will be defaulted in the Personnel
Action Guided process based on the position. HR can override the position data by updating the Cyber Security
code.

Solutions.
Applicant ID Delete
Added the Applicant ID Delete process to remove applicant data from the system when necessary.
The new Applicant ID Delete process enables you to delete applicant information from the system when there are
legitimate reasons for a person to be forgotten and when your organization determines the data no longer serves its
purpose.
On the new Applicant ID Delete run control page, you choose applicants to delete. Then, when you run the process,
the system permanently removes all of the applicant’s data from both Talent Acquisition Manager and Candidate
Gateway.
In tables such as the Manage Hires table, where the applicant ID is a foreign key, the deletion process changes the
original applicant ID to zero so the row is no longer associated with an applicant.
A configuration option for the deletion process enables administrators with the new ID Delete Administrator role to
list tables from which applicant data should not be deleted. The new ID Delete User role gives users who run the
Applicant ID Delete process the ability to override this configuration option so that applicant data is completely
removed from the database.
Time and Labor

Fluid Timesheet
Added the Fluid Timesheet feature to allow employees to enter time, view time summary, and view time exceptions
on Fluid homepage.
The Fluid Timesheet for Elapsed Time Reporters has been redesigned to provide a more modern and intuitive user
experience. Besides being intuitive, the new timesheet is fluid and can easily adapt to a tablet, a laptop, or a
desktop.
In addition to the new streamline feel, the following capabilities have been added:
• The ability to enter time as minutes, not as a percent of an hour
• Handling of mid-period changes
• Adding comments before saving or submitting time
The Timesheet group folder contains Enter Time , View Time Summary, and View Exceptions.

Timesheet Enter Time page
The Employee can use this page to enter time and view the default time period for the workgroup or the default time
period based on the user preferences.
Listed are the few scenarios and the expected behavior:

• As a user if you have access to Time and Labor fluid pages and is an elapsed time reporter, you can
access and report time using the new fluid time-sheet.
• As a user if you have access to time and Labor fluid pages and is a punch time reporter, you will be
automatically redirected to fluid time entry page where you can report time as usual.
• As a user if you does not have access to time and Labor fluid pages, this navigation will not be available
and you need to use the existing classic time-sheet.


application.
Activity Guide Composer Enhancements
Enhanced the Activity Guide Composer user interface for adding images for a step and the Activity Guide Type page
for auto save.
In PeopleSoft HCM image 26, the Activity Guide Composer has improved the ability to search and select an image
in activity guide categories and templates. The pages display the selected images on the page to ensure you have
selected the correct image.

When creating a template, the Activity Guide Type page displays the Auto Save field only after you have selected
the non-sequential activity guide type and saved the page. PeopleTools Auto-Save is automatically turned on for
sequential activity guide types, making this option unnecessary for the sequential activity guides.
Sensitive Data Masking

Enhanced support on personal and sensitive data masking.
PeopleSoft HCM Sensitive Data Masking enhancements supports the masking of National ID, Date of Birth and
Bank Account Number data.
PeopleSoft HCM provides row-level security for Administrator components and ensures that only authorized users
have access to different segments of employees. However, this does not control or secure the access to fields on
the page that show sensitive information.
Data Masking addresses the protection of sensitive content by providing a configurable option for masking sensitive
content in select administrator pages. Only authorized users can see such sensitive data.
The Component Configuration page enables you to select the masking format and whether to hide the associated
fields such as Age fields related to the birthdate.

Acknowledgement Framework
Added a new Acknowledgement Framework feature by which you can capture the acknowledgement or acceptance
of candidates and employees as they, agree to terms and conditions, and attest to the validity of information
provided.
The Acknowledgement Framework gives you the ability to create configurable acknowledgements and agreements
using a new Acknowledgement Configuration page.

An Acknowledgement page created using the Acknowledgement Framework can be added as a step within fluid
activity guides for various business processes in an organization.
Absence Management
Management.
Attachment Capabilities for Absence Fluid pages
Added attachment support in absence requests.
With the new enhancement, Absence Fluid pages like Request Absence page, View Request page and Approvals
page are enhanced to support attachment capabilities.
As an employee and as a manager, you can now add an attachment while requesting an absence. The uploaded file
will appear as an active link in the Attachment section along with the status, date and time the file was uploaded.
You can also add description for the file and delete it, if required.

You can also view the attachments in the View Request page, if any files are added as attachment while requesting
an absence. You can edit absence requests and attachments on this page if they have been saved, but not
submitted.
As an approver, you can view and download the files that the requester attached to the request.
eCompensation
application.
HTML Email Approval for Compensation Proposal
Added capability to process compensation proposal approvals using HTML Email Approval.
In addition to processing compensation proposal approvals using Fluid Approval, approvers can also take actions on
these requests directly from emails, which is now supported by the HTML Email Approval functionality.
For each compensation proposal 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 or Deny, 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 compensation proposal
Breadcrumb Description Enhancement for Compensation

Enhanced breadcrumbs to display meaningful descriptions.
Compensation pages have been enhanced with descriptive navigation paths (also known as breadcrumbs) to
improve usability. As an administrator or manager who works on compensation cycles and proposes
recommendations for organizations, you can view the navigation path and find out easily where you are in the
organization structure and the plan data you are accessing currently. The path shows position, supervisor, or

department names depending on the tree setup. Click a link on the path to navigate upward to other levels of the
structure.
The navigation path is available on the Manage Cycle Transactions page and the Allocate Compensation page.
Enhanced navigation path to show position, department, or supervisor names when users manage compensation proposals
eDevelopment

Fluid Manager Self Service Pages for Profile Management
Delivered the Team Talent Profile feature for the PeopleSoft Fluid User Interface.
The Team Talent Profile fluid pages enable managers to view and update the profile data of their workers.
Managers can access these pages through the Related Actions icon button next to an employee’s name or by
adding the new Team Talent Profile tile to a fluid home page. The Select Different Employee link enables managers
to quickly switch from one employee to another.
The Team Talent Profile pages for managers displaying the Competencies page
ePerformance
Modifications to ePerformance WorkCenter for Classic Plus
Enhanced ePerformance WorkCenter pages to display in Classic Plus theme.
In PeopleSoft HCM image 26, Classic Plus styling is enabled for ePerformance WorkCenter to provide fluid-like user
experience when users work on employee performance appraisals or development evaluations.
eProfile
This section describes delivered new functionality or enhancements that apply to eProfile.
Support of Fluid Attachments for the Name Change Transaction
Added attachment support for the Name Change transaction.
The Personal Details - Name page includes attachments capability.

With the Fluid Attachments framework, users now have the ability to include attachments when submitting a name
change request from the Personal Details pages in fluid. Attachments are beneficial when submitting an approval
request that may require supporting documentation.
Personal Details – Name (Detail) page showing an attachment
When a request is sent for approval, the HR administrator uses the fluid Approvals pages to access the Name
Change request. When attachments are included in the request, the Pending Approvals - Name Change page will
display the Attachment Details section. Approvers can access this information to download and view the
attachments prior to approving the request.

Desktop.
Administrator Access to Employee Snapshot
Added the Employee Snapshot fluid tile on the Talent Administrator home page.
Administrators can now view Employee Snapshot data.

In image 26, the application delivers the Employee Snapshot tile on the Talent Administrator home page.
Talent Administrator home page showing the Employee Snapshot tile
The Employee Snapshot fluid feature gives administrators access to a comprehensive view of a person’s work
history and talent data. While managers select from a list of their direct and indirect reports, administrators will select
individuals within the organization to which they have access to view the Employee Snapshot dashboards and
pages.
Security Enhancements to the My Team Pages

Enhanced fluid pages of the My Team tile to enforce user security and control view access.
Assigned individual object names to each tab within the My Teams component.
The My Teams tab pages can now be secured separately with the delivery of different page object names in image
26. With unique object names per tab page, the administrators can show specific pages to managers through
security. This enables you to hide sensitive information, such as compensation data, from managers while still
showing other pages.

Mobile Payslips
The Mobile Payslip 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 Payment Summary page provides a brief summary of payslip information and enables you to access more
detailed payslip information relating to earnings and deductions, payment distribution, payroll balances, absence
balances, and payslip analytics.

• Argentina
• Australia
• Brazil
• China
• Hong Kong
• India
• Japan
• Malaysia
• Mexico
• New Zealand
• Singapore
• Spain
• Switzerland
• Thailand
• United Kingdom
Element Browser - Package Compare

Enhanced the Element Browser to support remote database compare.
The Global Payroll Element Browser now easily compares a selection of elements across databases enabling you to
analyze rules changes before exporting and importing a rules package.
This enhancement complements the ability to compare:
• Elements with older versions of the same element,
• Elements with another element of the same element type, and
• A rules package while importing into a target database.
Self Service Navigation Collection

Added the Global Payroll fluid tile to provide one-stop access to a number of Payroll-related self-service transactions
for employees.
Global Payroll Self Service now contains a consolidated navigation collection that helps employees access their
payroll-related transactions using a desktop, laptop or mobile device.
Employees can view their latest payslips, maintain their Bank Account and Payment Distribution, and view,
download, and print Year End Statements.
Global Payroll Country Extension Installation

Added capability to install additional Global Payroll Country Extensions on current implementation.

This feature allows organizations to roll out Global Payroll to additional Countries, expanding a current HCM 9.2
implementation.
This New Country Extension (CE) Install can be ran independent of a major Upgrade
A new Change Assistant Template “GPCE New Install” has been defined to retrieve and apply all relevant Batch
programs, Payroll Rules and System Data for the selected Country Extension(s).

North America.
Fluid Self-Service Direct Deposit for Payroll for North America
Added the fluid Direct Deposit feature in Payroll for North America.
The new fluid Self-Service Direct Deposit enables the employees to access self-service direct deposit pages using a
desktop, laptop or SmartPhone.
Using the Payroll Tile in the Employee Self Service, access the Direct Deposit page.
In the Direct Deposit page, you can view the list of your existing direct deposit accounts with details. You can add,
edit, remove and reorder the direct deposit accounts using the fluid user interface.

Brazil.
eSocial Totaling Events
Added queries for eSocial reporting and updated web services to support them.
Global Payroll for Brazil delivers several totaling events (PeopleSoft queries) that administrators can use to query
the information that was returned from the Brazilian government regarding the submission of calculation base totals
of social security contributions and income tax withholding.

Run these queries to retrieve information provided by the Government upon the receipt of related eSocial periodic
events:
» Social security contributions by employee

» Income tax withholding by employee
» Social security contributions by employer
» IRRF information consolidated by employer
System-delivered eSocial totaling events to retrieve information returned from the Government of Brazil
Global Payroll for Australia

Australia.
Single Touch Payroll - Australia
Added the Single Touch Payroll feature in PeopleSoft Global Payroll for Australia to streamline payroll reporting.
Single Touch Payroll streamlines the reporting between Businesses and the Australian Taxation Office, or ATO.
Each time you pay your employees, you’ll report the tax information to the ATO from the Single Touch Payroll
enabled payroll solution. Once submitted, employees can view their payment information using ATO online services.
Single Touch Payroll reporting becomes mandatory for employers on July 1, 2018.
Human Resources
Resources.
Person ID Change and Delete Enhancements
Added the Person ID Inclusion page to augment the Person ID Change and Person ID Delete processes.
In image 26, administrators can use the Person ID Inclusion page to identify additional records and fields to be
considered in the change and delete processes that are not already considered in the processes.

Person ID Inclusion page
U.S. Federal HR Enhancements

Enhanced the Guided Personnel Action Request (PAR) functionality to support the correction and cancelation of
PAR requests.
Fluid approvals now enables Fluid Correct and Cancel Personnel Action transactions. When users with the
Personnel Action Correction role receive a Correction request, they can Accept, Deny or Push Back the approval
request. When users with the Personnel Action Specialist role receive a Cancelation request, they can Accept, Deny
or Push Back the approval request.
The Gender field on Personnel Action Request Components now allows users to select Male or Female only.
OnBoarding Enhancements
Added Onboarding document group configuration.
OnBoarding enhancements support the ability to create document groups and the support of a new category step.

The PeopleSoft OnBoarding feature now enables organizations to organize their documents into groups. You can
now create groups using the new Document Groups page and then use the Configure Documents – Templates
page to assign that group different documents.
Associate document groups on the Configure Documents – Templates page

You can then associate the groups with different steps within your OnBoarding activity guide categories and
templates. This will then display your groups as different steps within the OnBoarding activity guide.
An OnBoarding activity guide that displays two different document steps based on document groups
In addition to document grouping, image 26 delivers a new OnBoarding category step: Banking
(BANK_ACCT_DSTRB).
Company Directory Provides Easier Access to the Fluid Org Chart

Enhanced the Company Directory to provide quick access to the organizational chart for an employee.

The PeopleSoft Company Directory now enables users to access the graphical org chart without having to access a
person’s profile first. The Company Directory landing page provides a user quick access to his or her own data with
the use of the View My Profile and View My Org Chart links beneath the search field. Also, whenever you are given
the option to access a person’s profile, you can choose to click the View Org Chart button to go directly to the chart
for that person rather than access the Profile page first.
Company Directory now shows the View My Profile and View My Org Chart link on the landing page and View Org Chart button on
individual employee rows
Solutions.
Fluid Recruiting Homepage
Added a new Fluid Recruiting Homepage for Recruiters, Recruiting Managers and Recruiting Administrators.

The Recruiting Homepage has the following tiles:
• My Job Openings
• My Applicants
• Recruiting Activities
• Applicant Lists
• Today’s Interviews
• Recruiting Alerts
• Approvals
• Recruiting Insight
• Recruiting Manager Summary (This tile is available only for the Recruiting Manager.)
Navigation Collection for Hiring Manager

Added a new Recruiting Activities tile in the Manager Self Service Homepage for Hiring Managers to access a
navigation collection of commonly used recruiting-related pages.

This Navigation Collection provides access to the following components:
• My Job Openings
• Search Job Openings
• Create Job Opening
• Applicant Lists
• Interview Calendar

Time and Labor
Fluid Timesheet Quick-Fill
Added the Quick Fill feature to reduce repetitive entries of time information by time reporters.
The Time and Labor Fluid Timesheet group folder has enhanced with Setup Quick-Fill in addition to Enter Time,
View Time Summary and View Exceptions.
The Fluid Timesheet Quick-Fill feature enables you to use predefined combinations of values for Time Details on
timesheets. The quick fill functionality can be enabled for desired workgroups when the option is turned on in
Installation settings.
Time reporters can select a saved quick fill from the Quick Fill/Time Details drop down to populate the pre-saved
entries.

Schedule Change Limit
Added the Schedule Change Limit feature to provide a configurable option to restrict managers from making
schedule changes beyond the configured value (in days).
This feature enables an administrator to update the number of days in the past that managers can schedule
changes. It has to be enabled in the Time and Labor Installations Configurations tab.
When a Manager assigns a schedule that is crossing set limits, an error message is displayed on the
Assign Work Schedule page. When managing a work schedule, the limit will stop a manager from
changing the schedule if the date is outside of the limit.


application.
Data Privacy Enhancements - Sensitive Data Setup

Added the implementation of Data Privacy Framework in HCM.
The PeopleSoft Data Privacy Framework enables you to identify and maintain Personally Identifiable and sensitive
information. Personally Identifiable Information (PII) is any information that directly or indirectly helps to determine
the identity of an individual. A common example for PII is a person's name. Examples for sensitive information
include Ethnicity or Compensation Rate. PeopleSoft captures many data elements that can be considered PII,
Sensitive or both.
The framework helps in the following ways:
• Maintain Category/Classification setup data and their Data Privacy attributes
• Maintain Data Privacy Attributes for PeopleSoft Application Record Fields that store Sensitive and
Personally Identifiable data
• Generate and View references for Components at Record Field Level and Component Record Field level.

Maintain Category Page
The Maintain Categories page lists Classifications mapped to a Category. System data and Classifications being
used in Maintain Data Privacy Settings cannot be deleted from this page.
Maintain Data Privacy Settings Page

In this page, you can:
• View delivered Record Fields and their Data Privacy Attributes.
• Modify Data Privacy Attributes for existing Record Field information.
• Add new Record Field Information and map Data Privacy Attributes.
ePay
Self Service Transactions

Added links in the navigation collection of the Payroll tile to access additional classic self-service transactions.
ePay includes additional payroll-related transactions in the navigation collection for employees. Accessible through
the Payroll tile, this navigation collection provides consolidated access to these classic self-service components:
• Voluntary Deductions.
• Payroll Modeler.
• 3rd Party Pay Inquiry.
Electronic T4 and T4A Slips

Added the ability to submit T4/T4A Consent and view T4/T4A slips from the Payroll tile of Fluid Employee Self-
Service.
Fluid Self-Service for Payroll now provides access to Year End forms T4 and T4A for Canada using a desktop,
laptop or SmartPhone.
Using the T4 and T4A Consent page in Payroll Self Service, employees can request or withdraw consent to receive
electronic T4and T4A slips.
Once consent is given to receive electronic year-end forms, employees can view and download these slips using the
View T4 and T4A Slips page.

Electronic RL-1 and RL-2 Slips
Added the ability to submit RL-1/RL-2 Consent and view RL-1/RL-2 slips from the Payroll tile of Fluid Employee Self-Service.
Fluid Self-Service for Payroll now provides access to Year-End forms RL-1 and RL-2 for Quebec using a desktop, laptop or
SmartPhone.
Using the RL-1 and RL-2 Consent page in Payroll Self Service, employees can request or withdraw consent to receive
electronic RL-1 and RL-2 slips.
Once consent is given to receive electronic year-end forms, employees can view and download these slips using View RL-1
and RL-2 Slips page.

ePerformance
Due Date Notifications

Added the ePerformance Notifications feature.
ePerformance delivers the Due Date Notifications functionality that sends email reminders to managers, employees,
and peer reviewers about the due dates of their evaluation documents. As an administrator, you can enable this
feature and configure when and how often these notifications are sent to remind users of the documents that require
their attention.
The Due Date Notifications feature supports three levels of due date reminders (alert type):
• Courtesy reminder
• Warning reminder
• Critical reminder
For each alert type, you can specify the number of days before due date that reminders of this type are sent. For
instance, you may set up the system to send courtesy emails 2 months before due date as friendly reminders, and
critical emails 5 days before due date as last notices.

ePerformance documents can be associated with up to 5 due dates, one for each step that is supported in an
evaluation cycle. You can select which of the alert types to send for each of these 5 steps (due date type):
• Define Criteria
• Checkpoint
• Finalize Criteria
• Nominate Participants
• Evaluation
Configuration options for due date notifications
The Due Date Notifications feature leverages the HR Notification framework to create and send email reminders.
The setup of this feature touches a number of PeopleTools and HCM components, and a navigation collection is
built to provide administrators one-stop access to all setup pages using the Performance Notifications tile.
As delivered, a due date notification provides information about the document type, the document step that is due,
the due date, and a link that transfers the user to the associated document in PIA. For managers who are supposed
to receive the same reminders (with the same document type, step, and due date) for multiple direct reports on any
given day, the system consolidates them into one reminder with a list of direct reports for whom the reminder is
created.

Sample due date notification (courtesy reminder) for a manager
eProfile
This section describes delivered new functionality or enhancements that apply to eProfile.
Fluid Attachments for the Address Change Transaction
Added attachment support for the Address Change transaction.
With the Fluid Attachments framework, users now have the ability to include attachments when submitting an
address change request from the Personal Details pages in fluid. Attachments are beneficial when submitting an
approval request that may require supporting documentation.

Personal Details – Address page showing an attachment
When a request is sent for approval, the HR administrator or manager uses the fluid Approvals pages to access the
Address Change request. When attachments are included in the request, the Pending Approvals - Address Change
page will display the Attachment Details section. Approvers can access this information to download and view the
attachments prior to approving the request.

Desktop.
Profile Management Pages are Accessible from Employee Snapshot
Added Profile Management links on the Employee Snapshot fluid pages to access the Team Talent Profile pages.
In image 27, various tiles and pages in the Employee Snapshot tile display the View Talent Profile link. When
managers select this link, they are transferred to the Team Talent Profile pages for the employee and can view or
update the employee’s person profile data.
Human Resources
Resources.
Company Directory Org Chart Actions
Enhanced the Company Directory Org Chart to provide easier viewing options and the ability to export and print the
organization chart.
Viewing the PeopleSoft Company Directory Org Chart is now easier. The PeopleSoft application delivers the
following enhancements:

• When peers are enabled for the Company Directory Fluid org chart, the user has the ability to display peers of
the person in the focus node by swiping the Show Peers of the employee (in the top right corner) to Yes.
• The third row wraps the direct reports list when more than four employees are listed.
Company Directory Org Chart page
• When granted access, the Actions List menu will present the user with options to export all reporting employees
of the focus node to an Excel or Visio .csv file. Users can also print the organization chart as seen on the page.
Company Directory Org Chart menu action options for exporting and printing
Employment Record Number (ERN) Delete Enhancements

Enhanced the ERN Delete process to allow administrators to bypass the Delete Control check.
Allows authorized users to selectively remove historical employment records from the application when they are no
longer required to be retained.

In image 27, PeopleSoft HCM provides updates to the ERN Delete process. Administrators with the ID Delete User
role can select options on the ERN Delete Process page to bypass the delete controls on the ERN Delete Control
page and ERN Delete Exception Tables page.
ERN Delete Process page
Profile Management
Resources: Profile Management.
Profile Management Attachments Capabilities
Added attachment support for Team Talent Profile and Talent Profile transactions.
Provides attachment support for Person profile types for the employee, managers, and administrators.
Profile Management administrators can now enable attachment capabilities by content type by user role. Assign
roles the ability to update attachments, view attachments, or not have access to attachment functionality.
Role Security group box from the Content Section setup page for a Person profile type

When attachments are enabled for the appropriate roles and content type, manager and employee self-service fluid
users can view or include attachments as part of the content item.
An example of an attachment for the Licenses and Certifications content type for a person
When approvals are required for a content type, the attachment will be sent with the approval request. The approver
will see the attachment in the request if the approver has been granted attachment capabilities.
Administrators with the proper access setup will use the classic Person Profile pages to include attachments.
Person Profile pages showing that attachments are enabled for this content type for the administrator

Absence Management
This section describes delivered new functionality or enhancements that apply to Absence Management.
Attachment Capabilities for Absence Fluid pages

Added attachment support in absence requests and absence cancelations.
With the new enhancement, Absence Fluid pages like Cancel Absence page, View Request page and Approvals
page are enhanced to support attachment capabilities.
As an employee and as a manager, you can now add an attachment while requesting, cancelling an absence. The
uploaded file will appear as an active link in the Attachment section along with the status, date and time the file was
uploaded. You can also add description for the file and delete it, if required.
Pending Approval- Cancel Absence Attachments
Self Service Absence Event Handler by Country

Added the ability to call country-specific logic from employee self-service and manager self-service pages of
Absence Management.
Absence Event Handler by Country enables you to define the application package and class, and call any country
specific logic,

Event Entry Page
Time and Labor

Fluid Timesheet
Enhanced usability features for the Time and Labor Fluid Timesheet component. Added the Fluid Timesheet and
fluid entry pages for Hourly, Punch and Elapsed time reporters using desktop and mobile.
The Fluid Timesheet for Hourly, Punch and Elapsed Time Reporters have been re-designed to provide a more
modern and intuitive user experience. Besides being intuitive, the new timesheet is fluid and can easily adapt to a
mobile or a desktop.
The Fluid Time entry pages used for time reporting are:
• Enter Time Page
• Report Time Page
• Weekly Time Entry Page
• Weekly Time Summary Page

Enter Time page for Hourly Time Reporter
Report Time page for Punch Time Reporter

Weekly Time Entry Page
Weekly Time Summary Page

Fluid Self Service Reporting
Enhanced self-service reports to be accessible through Fluid home page.
The Fluid Self Service Reporting feature enables employees to directly view and download reports using the Payroll
Reports tile in Employee Self Service.
The Fluid User Interface enables employees to view and download their legislative year-end reports and payroll
reports using a desktop, laptop or SmartPhone.
Employees are notified by alerts when new reports are available. They can also see the date when the report was
made available and when it was last viewed.
• Australia
• India
• United Kingdom

Switzerland.
Swissdec 4.0 Certification Requirements
Added SWISSDEC 4.0 recertification changes.
Payroll for Switzerland is now enhanced to meet the most recent Swissdec 4.0 certification requirements.
The new features include an additional query to monitor Source Tax Events and a new transmission mode for the
adhoc Hire and Termination reporting.
The certification is valid until January 25, 2021, with an additional one year for next re-certification activities.


application.
Sensitive Data Masking

Enhanced the Sensitive Data Masking feature to support the masking of Driver's License Number and Passport
Number.
PeopleSoft HCM Sensitive Data Masking enhancements supports the masking capability in Drivers’ License
Number and Passport Number.

Drivers’ License page showing sensitive data masking
Data Privacy Enhancements - Sensitive Data Setup

Updated system data for the Data Privacy Framework to include SQR references and record fields used in Search
Framework objects.
Added additional references to records and fields that are categorized and classified in the Data Privacy framework.
These references include Reports (BI Publisher, SQR), Analytics, Search, Integration and Component Interface
References.
The PeopleSoft Data Privacy Framework has enhancements in View References page to display the References to
Record Fields configured in Maintain Data Privacy Settings page.
This page uses a tabbed interface to display different types of references. Different Reference Types displayed are:
• Components/Page
• Query
• Reports
• Search
• Analytics
• Integration
View References page showing the tabbed interfaces showing references

Absence Management
Resources Absence Management.
Report Absence from Enter Time Page
This update brings in an improved integration between the Fluid Timesheet and Absence Management. with this
update users will be able to report an absence without navigation out of the timesheet. This feature will make it
possible for employees to access their payable time with a new calendar view across devices like desktop and tablet
in a seamless manner.
Enter Time Page with Request Absence
Benefits Administration
Resources Benefits Administration.
Fluid Benefits Enrollment - Including the Open Enrollment Activity Guide
The Benefits Enrollment functionality is enhanced using the fluid technology and the Activity Guide
Composer framework. A new Open Enrollment tile is delivered with the Employee Self Service
homepage which, during the open enrollment period, provides access to an Open Enrollment activity
guide. The new streamlined interface allows employees to update their benefits with ease.

The Open Enrollment tile as seen on an Employee Self Service homepage with a countdown timer displaying the days and time
remaining for the current open enrollment period
The Welcome page from the Open Enrollment activity guide.
The following setup pages are delivered for the new fluid Benefits Enrollment functionality:
• Open Enrollment Definition - Fluid Activity Guide Page
• Benefit Statement Options Page
• Administrative Contacts Page
• Enrollment Contacts Page
Fluid Benefits Enrollment

The Benefits Enrollment functionality is enhanced using the new fluid technology. The new streamlined interface
allows employees to update their benefits with ease.
Employees can now access the Benefits Enrollment fluid pages via the Benefit Details tile on the Employee Self
Service homepage. The Benefits Enrollment Event Selection page lists all currently active benefits-related
enrollment events. This could be a Hire, OnBoarding, Family Status Change or Open Enrollment event. You can
select an event to go to the Benefits Details Navigation Collection page or start a corresponding activity guide.
The Benefits Enrollment page displays an enrollment summary as well as the Benefit Plans. Employees can review
their various Benefit plans, make necessary updates, view an Election Preview Statement, and then finally submit
their enrollment. During an open enrollment period, employees can at any time return to this Benefits Enrollment
page, change their benefit plan choices and resubmit their enrollments.

Fluid Benefits Enrollment Event Selection page
Fluid Benefits Enrollment page

Fluid Medical plan page
eCompensation
This section describes delivered new functionality or enhancements that apply to eCompensation.
Fluid Compensation History
Delivered a fluid compensation history page for both managers and employees. The new page allows more filtering
of information as well as viewing the grid information in frequencies besides annual.
Managers use the View Compensation History page to review the compensation history of employees. The Fluid
version of the page provides managers the ability to:
• Change the frequency and currency (issued or preferred) display of base salary history.
• Filter the display of compensation data on the grid and the chart by source, type, employee’s job title and
time period.

Display of employee’s compensation data on the grid of the Fluid View Compensation History page
Display of employee’s compensation data for the past 10 years on the history chart, pertaining to the selected job title

This Fluid functionality includes setup options that control the set of compensation data to show when managers
access the View Compensation History page. Administrators can use these options to display or hide:
• Pay components for base salary entries.

• Stock awards information (if the Stock Administration product is licensed and installed for use).
• Variable compensation data by award status
Define Compensation History page
eDevelopment
Ability to Select Different Profile Types
Enhanced Fluid Talent Profile to support multiple profile types. This enhancement includes a new Select Profile
Type page that integrates with the Talent Profile pages for purposes of selecting a profile type other than the default
primary type.
The Talent Profile and Team Talent Profile pages in fluid enable you to view and maintain multiple profiles for
yourself or your direct reports. Employees and managers are able to see which profile type they are viewing. They
can also easily switch to another profile type by selecting the View Another Profile link and choosing from a list of
valid person profile types to view or update that profile information.

Team Talent Profile page showing the Profile Type and View Another Profile link in the header
Historical Profile Items Available from the Fluid Talent Profile Pages
Enhanced the Fluid Talent Profile feature to support the display of historical profile items.
In HCM image 28, employees and managers can now view the history of a profile item from the Talent Profile and
Team Talent Profile fluid pages. When historical rows are available for an item, the View History button appears.
Click this button to select from a list of effective dated rows and view the item details for that date.
Talent Profile page showing the View History column and button

Adding a new row is also more intuitive. When in Edit/View mode of a content item, select the Add New Version
button to insert a new effective dated row.
Content item page showing the Add New Version button for adding a new effective dated row
ePay
PNA Fluid View W-2/W-2C Forms

Delivered Fluid W-2/W-2c view forms in PeopleSoft Payroll for North America to provide customers more complete
fluid self-service experience for their employees.
Using the W-2 and W-2C Consent page in Payroll Self Service, employees can request or withdraw consent to
receive electronic W-2 and W-2C forms.
Once consent is given to receive electronic year-end forms, employees can view and download these slips using the
View W-2 and W-2C Forms page.
PNA Fluid W-2/W-2c View Accessibility

Delivered the U.S Year End Tax form accessibility setup feature.
In accessibility mode, the system displays the selected tax forms on a PeopleSoft page (and not in a PDF file). This
feature is available only if the corresponding year end accessibility set up is defined for the selected year.

Use the Year End Accessibility Setup page to set up the Self Service accessibility page for Year End Forms (USA).
ePerformance
Team Performance Tile Navigation Collection
Delivered Navigation Collection for the Team Performance Tile.
ePerformance updates the left panel of the Team Performance tile to a navigation collection where managers can
access current, delegated, and historical documents of their employees. The conversion makes it easier for
additional transactions to be added to the collection, and be accessible through the Team Performance tile.

Desktop.

New Learning Tile and Pages Available from Employee Snapshot
Added the Learning Tile in Employee Snapshot to provide managers the ability to view the learning statuses of
employees in ELM.
When integrating with Enterprise Learning Management (ELM), the Employee Snapshot – Promotion Readiness
dashboard displays the new Learning tile. Managers will see a quick graphical summary of an employee’s learning
statuses. Click the links on the tile to access ELM pages that contain more detailed information about this
employee’s learning profile.
Employee Snapshot – Promotion Readiness dashboard showing the Learning tile

Employee Snapshot Related Action and Navigation Collection Updates
Updated the related actions list for Employee Snapshot.
Managers using the Employee Snapshot dashboards can quickly access Career and Succession Planning
transactions for an employee using the Related Actions menu next to the employee’s name.
New Career Planning and Succession Planning related action menu items
The Configure Employee Snapshot navigation collection for the talent administrator displays page category icons.
The left panel has also been converted to a sliding panel where you can show or hide the left panel page categories.
Configure Employee Snapshot navigation collection enhancements

Human Resources
Resources.
Company Directory Displays Empty Positions
Enhanced the Company Directory functionality to provide the ability to display empty positions.
Your organization can now display empty positions within the Company Directory pages. When you use a position-
related method to build your Company Directory tree, you can opt to include empty positions in the tree. Empty
positions will appear on the Profile Reporting Structure, Directs, and Peers page, as well as on the Organization
Chart page.
Empty positions on the Company Directory – Organization Chart page

Org Chart Export for the HR Administrator
Enhanced the Company Directory functionality to provide administrators the ability to export org charts.
The new Export Org Chart page enables the HR administrator to download an employee’s organizational data. This
export process creates a CSV file for either Excel or Visio.
Export Org Chart page for the HR administrator
HR Administrator View of OnBoarding

Delivered the OnBoarding Status component for administrators to view and perform OnBoarding administrative
tasks in Fluid.
HR administrators can now view a summary of employee OnBoarding activities using the OnBoarding Status page
for administrators. Using this page, they can view an employee’s progress for each step in the OnBoarding process
and also send a notification to remind the employee to finish his or her OnBoarding tasks. When enabled on the
OnBoarding Installation page, HR administrators may also:
• Delete an OnBoarding event process for an employee.
• Mark an individual step as complete, or indicated that the employee’s entire OnBoarding process is complete.

OnBoarding Status page for administrators
Recruitment Solutions
This section describes delivered new functionality or enhancements that apply to Candidate Application
Status.
Candidate Application Status
Added the Candidate Application Status feature to provide organizations the ability to configure and map the
dispositions and phases of the recruiting processes to unique statuses and descriptions that are visible to
applicants.
This feature provides applicants more self service capabilities and insight into the current status of their applications
on the My Job Applications page in Candidate Gateway PeopleSoft Candidate Application Status feature enables
the customer to use a configurable setup table to map their own descriptive statuses and explanations on the

delivered Status Area page.
As applicants progress through the recruiting process, they will be able to view the descriptive statuses and
additional explanations on the My Job Application page.
My Job Application page

Fluid Payroll WorkCenter
In Image 28, HCM delivered the Global Payroll Fluid WorkCenter for payroll users to access pages and perform
daily tasks without leaving the WorkCenter.
Payroll WorkCenter page supports new display and filtering options, providing flexibility to personalize the data
based on requirements.

COBOL Trace Tool Enhancements
Enhanced the COBOL Trace Tool to support additional detailed tracing in Global Payroll.
This enhancement includes 19 additional programs for detailed tracing on, for example, Process List, PIN Manager,
Writable Array and Formula processing, which add up to a total of 41 detailed tracing programs, covering all primary
and supporting element programs in Global Payroll.
XML Reporting - Schema Validation

Enhanced the XML reporting framework to support the auto validation of XML data files based on XSD schema and
report additional identifier node in logs.

Australia.
Single Touch Payroll: Update Event Process
Added the Updated Event process in Single Touch Payroll (STP). After the fiscal year end (June 30), any changes
made to report employee data for the prior fiscal year must only be submitted through the Update Event process.

North America.
Fluid Payroll WorkCenter
Enhanced the US Payroll Fluid WorkCenter to provide payroll administrators the ability to check audits and
exceptions using a desktop, tablet or SmartPhone.
The US Payroll WorkCenter page supports new display and filtering options, giving you the flexibility to personalize
the data based on your requirement.

The Payroll Analytics folder on the Reports/Processes group box contains links to run control pages that generate
pivot grids. Pivot grids enable you to visually display real-time data and organize it by performing operations such as
pivoting and filtering.
Global Payroll for France

France.
PAS (Deduction at Source) & DSN Reporting
Added the PAS (Deduction at Source) functionality that allows employers to apply deductions to salary income at
the source when it is paid out to taxpayers.
This legislative update supports DSN reporting and becomes effective as of January 1, 2019.
Time and Labor

Manager Self Service Fluid Timesheet
This update provides several experience improvements to managers reporting or viewing for their team. With this
update managers will be able to access their team's time reporting pages like enter time and weekly time across
devices like desktop and tablet. The newly enabled delegation feature in this update will allow managers to delegate
any fluid time entry transaction or act on any delegated transaction at their disposal.
Enhanced Fluid Timesheet for Manager Self Service with intuitive and easy to use interface for search and thereby
helps the managers to access and perform tasks on employees’ timesheet.
In HCM Image 28, Time and Labor Manager Self Service Fluid Timesheet delivers the ability for Managers to enter
time in the new Weekly Time Entry page. The managers can also enter and approve time in the Enter Time page for
their time reporters.
Using the Select Employee page you can view the number of exceptions and the number of hours to be approved
for your time reporters.

Select Employee search page showing Exceptions and Hours to be approved
There are navigation buttons to go to the next or previous time reporter, and a link to return to the employee
selector.
The Enter Time page changes the format depending on the type of time reporter selected. For a punch time
reporter, it displays the punch types in columns and the days in rows. The Weekly Time Entry and Weekly Time
Summary are new pages included in the Team Time navigation collection.
Enter Time page showing timesheet of Punch Time Reporter
Delegation: Enter Time Page with Proxy

The manager will have the ability to report time on behalf of another employee. Manager can choose between
"Process my own Employees" or on behalf of the delegator. When manager selects "Process my own Employees”, it

shows a list of employees belonging to them (according to the row level security). When manager selects
Delegator's name, it shows a list of employees that belong to the delegator (according to the row level security).
Enter Time page with delegation enabled


application.
Fluid Approvals
Enhanced a list of HCM approval processes to use the PeopleSoft Fluid approval process.
• Create Position
• Manage Position
• Extended Absences
Questionnaire Framework
Added the Questionnaire Framework guided process to design and create questionnaires or surveys and plug it into
activity guides.

Questionnaire Administrators and Composers can manage activities like update, clone and delete questionnaires.
They can also set permission for others to create new questions, or add new questions and answers to the question
and answer pool.
Questionnaire Framework – Organize Questions page
Activity Guide Composer – Single Component

This feature provides additional configuration and validation at the activity guide composer category level to ensure
that users define steps from a single fluid component. Single component activity guides function differently than
other types of activity guides. Each step represents a page from the same PeopleSoft component. Also all the data
entered on the steps are saved when the user submits the activity guide.

Categories _Actions Tab
When the Step Definition Rule on the activity guide category associated to the template is
set to Steps from a single component saved as single transaction. The Select Step
displays additional instruction if the Step Definition Rule on the category is defined as
Steps from a single component saved as a single transaction.

Categories_Steps tab
The Select Step displays additional instruction if the Step Definition Rule on the category is
defined as Steps from a single component saved as a single transaction.

Activity Guide Composer - Select Steps Page for single component
HR Notifications - Fluid Announcements

Added Announcements tile to Fluid home page to provide easy access to Announcements published from HR
Notifications.
All Self-Service users can view the announcements using applications, which are developed with the help
of PeopleSoft Fluid User Interface tools. Employee can see the 2x1 Announcements tile which displays the
information of one latest announcement and the number of unread announcement.
Announcements page displays the details of announcements and help to view other details of it.

Absence Management
Absence Self Service Delegation for Fluid
Added the Delegation functionality for Fluid Absence Self Service. The employee can enable another person as
his/her proxy to enter the request absence transaction.

Request Absence page with Delegation enabled
When a person is a proxy they will see a Request For selector to indicate who they are putting the Absence Request
in for. Similarly, the employee can enable the proxy to cancel absences, and view requested absences and
absences balances.
Cancel Absence page with Delegation enabled

View Requests page with Delegation enabled
Balances page with Delegation enabled

Absence Request -Attachment Uptake for Admin
Enhanced attachment support for administrator-initiated absence requests and approvals for
employees. In Image 29, administrators can upload documents to absence requests on the
Create and Maintain Absence Requests Page.
Create and Maintain Absence Requests Page
The View/Add link opens the Maintain Attachments modal where you add, view, update, or
delete documents.

Fluid Approval Extended Absence
Enhanced the approval process of the Extended Absence transaction to use Fluid Approvals.
Administrators can now process employees’ extended absence requests from the Approval tile on the Manager Self
Service fluid home page.
Pending Approval_Extended Absence page
Click an extended absence row to view approval line details, associated absence requests, and attachments for each request.

Redefine Employee Navigation for Absence Transactions
Added Tile Collection/Actionable tiles to the Time tile for Employee Self Service to perform tasks in fluid for
managing Absences.
The left panel navigation collection has been replaced by a tile based dashboard. The new dashboard allows for a
more user centric experience while streamlining navigation.
Time and Labor Actionable Tile Dashboard
The Redefine Employee Navigation for Absences transactions provide a simple way for users to navigate to
Absence pages.
ePerformance
Administrative Components in Team Performance Tile Navigation Collection

Added administrative components to the Team Performance tile Navigation Collection for managers to perform
tasks in fluid.
ePerformance continues to expand the navigation collection of the Team Performance tile to provide managers
access to additional transactions.

In this image, ePerformance delivers access to these administrative tasks for managers:
» Transfer Documents
» Reopen Documents
» Cancel Documents
» Delete Documents
» Enter Preliminary Ratings
» View-Only Documents
» Create Documents by Group
Managers can perform administrative tasks directly from the Team Performance page in fluid

ePay
PNA Fluid W-2c Accessibility & 2011 to 2017 Tax Form Definitions
Delivered Fluid Self Service W-2c Accessibility View forms in PeopleSoft Payroll for North America.
In accessibility mode, the system displays the selected tax forms on a PeopleSoft page. This feature is available
only if the corresponding year end accessibility set up is defined for the selected year using the Year End
Accessibility Setup page. You can view and print the year-end forms in PDF format in addition to the online page.
This feature is now enabled for Forms W-2, W-2c, W-2AS, W-2GU, W-2VI, W-2cAS, W-2cGU and W-2cVI.

This section describes delivered new functionality or enhancements that apply to Global Payroll for Australia.
STP Reconciliation
STP Reconciliation process provides reconciliation between Single Touch Payroll (STP) output files and existing
Payment summary data.
In Single Touch Payroll (STP), a Payroll Event (PAYEVNT & PAYEVNTEMP) is created and submitted to ATO each
time employees are paid. Before submitting the data to ATO, employers need to check and confirm that the Payroll
Event totals match with their payroll results on a Period to Date (PTD) and a Year to Date (YTD) basis. Using the
STP Reconciliation process employers can generate reports and perform distinct function to compare values
reported in the PAYEVNTEMP file to actual payroll result values at payee level.
Use the Create Pmnt Summary Data AUS page to generate data for reconciliation/comparing with STP data. This
process generates a payee's payment summary information.

This section describes delivered new functionality or enhancements that apply to Global Payroll for Brazil.
eSocial Health and Safety Events

Added the Workplace event in eSocial health and safety reporting to collect and report to the Government of Brazil
information regarding employer workplaces for workers.
eSocial also delivers health and safety events to collect and report workers’ occupational health, work environments
and conditions.
These events include:
» S-1060 Workplace Table

This event captures the addition, change, and removal of work locations for companies.
» S-2220 Occupational Health Monitoring
This event layout records and tracks the health of workers through occupational health certificates (ASOs).
» S-2240 Environment Working Conditions
This event layout records information about the working environments and conditions of workers, such as
work locations, types of activities they perform, types of hazards they face at work, the use of protection
equipment to minimize risk exposure, and individuals who are responsible for evaluating work conditions for
the workers.
Create new workplaces on the Workplace Table BRA page

Record medical exam results of employees using the ASO Exam Results BRA component
Collect employees’ work locations, activities, hazards, and use of protection equipment using the Workers Conditions component
Global Payroll for France

France.
PAS Enhancement
PAS (Prélèvement à la Source) is the tax payment system in France where the tax is deducted at the source.
Employer withholds the tax when the income is paid to the tax payer based on the tax rate received from authorities
and reports it through DSN.
PeopleSoft Global Payroll for France reads the incoming inbound DSN file, calculates PAS and reports the PAS
details through DSN.
Tax Authorities communicate the rate to be applied for the Deduction at Source to the company via an Inbound DSN
file and the employer uploads the inbound file into a predefined location.

Once the file is uploaded, PeopleSoft reads this xml file and stores the employee tax rate along with other relevant
information as a new record. As part of calculating Deduction at Source, tax rate is applied to each employee and
the tax to be deducted at source for the selected period is calculated.
As a payroll administrator, you can also correct the previously processed PAS data of employees as indicated by the
administration. PeopleSoft supports regularization of the base value and rate value for PAS.
Global Payroll for New Zealand

This section describes delivered new functionality or enhancements that apply to Global Payroll for New
Zealand.
Payday Reporting
Added the Pay Day Reporting Solution to provide employers the ability to file PAYE information electronically on a
payday basis instead of on a monthly schedule, effective April 1, 2019.
PeopleSoft Payroll for New Zealand supports Payday Reporting and generates the required files in CSV format as
and when an employee is paid.
Once the files are generated, you can use the Inland Revenue’s Secure IR online service to transmit the files. The
employment information application programming interface (API) lets employers send this information on each pay
cycle.
Use the Pay Entity IRD Details NZL page to store information about the pay entity that is needed for reporting to the
IRD.
Use the Create PDR Data page to update the Payroll data that is required for generating the Employment file.

Use the Review Employer PDR Data page to review the employer PDR data prepared for file submission.
Use the Create PDR Employment File page to generate the employment file for PDR submission.

Human Resources
Resources.
Voluntary vs Involuntary Actions and Action Reasons
Modified Actions and Action Reasons tables and pages to support Action Type and Action Reason Type attributes.
With image 29, you can now indicate if a job action or action reason is voluntary or involuntary. Action reasons will
inherit the voluntary or involuntary action reason type by default from the parent action, but you can override this
value to ensure the type is specific to the reason.
Action Reasons page showing the new Action Reason Type field.
New OnBoarding Category Steps

Added new “My Learning” step to the Activity Guide Composer ONBOARDING category. Added new “Fluid Direct
Deposit” step to the Activity Guide Composer ONBOARDING category. Modified templates OBDUSA1 and
OBDCAN1 to remove previous Classic Direct Deposits step and to add the Fluid Direct Deposits step.
The OnBoarding feature now lets you interface with the Enterprise Learning, My Learning pages by added the new
My Learning step from the ONBOARDING category to any of your OnBoarding templates. OnBoarding users will
also enter direct deposit information using the fluid pages rather than the classic Direct Deposit pages.
HR Administrator Analytics
Added a dashboard to the HR Analytics feature to deliver Workforce Insight reports.
HR administrators can now use the PeopleSoft Fluid User Interface to access the new Workforce Insight dashboard
to streamline the process of viewing and analyzing workforce data.
This dashboard gives you the flexibility to view tiles with real-time data and then easily move between analytics for
in-depth analysis from different vantage points. PeopleSoft HCM delivers pivot grids to analyze your organizations
headcount, workforce turnover, diversity, education level, and position status. Select a tile to filter, drill down, and
view additional details about your data.
Workforce Insight dashboard
HR analytics also leverages the PeopleTools 8.57 Personalized Analytics Notification feature to alert the HR
administrator when the workforce is nearing or outside a specified limit. You do this by setting up threshold limits for
an analytic and indicating if the system should notify you by mail, alert notifications, both, or not at all when a the
threshold criteria has been met.

Threshold Personalization page
Fluid Position Management

Enhanced Position Management in fluid to provide a better user experience. New functionality includes effective
sequencing of data, attachment support, summary of changes made by user, and Fluid Approvals for creating and
managing positions.
PeopleSoft Position Management helps customers define Human Resources by position, rather than job or by
employee, and you can choose to have your HCM application driven by either full or partial Position Management.
In image 29, the Position Management business process delivers a Fluid Position Management dashboard for the
administrator where you can easily access the most frequently used Position Management transactions.
The Position Management dashboard delivers two tiles:
• The Manage Position tile, to create new positions, clone existing positions, or search and update existing
positions using the PeopleSoft Fluid User Interface.
• The Position Administration navigation collection tile, which groups transactions like Position Summary
and Position History.
You can also add your own tiles to the dashboard or add more links to the Position Administration navigation
collection.

Position administrators can now use a guided, fluid enabled process to help complete data entry and minimize
errors. Your organization can leverage a configuration to hide or unhide steps and fields in the guided process
based on the reason used for creating a new position or updating an existing position.
The Manage Position pages showing the guided process steps
Position Management Effective Sequencing

Added the Effective Sequence field on Fluid Position Management pages for administrators to maintain multiple
position data rows for the same effective date.
Position administrators can now use Effective Sequencing functionality to enter multiple changes for the same date.
When you add a row to a position that uses the same effective date, the Effective Sequence field will auto
incremented by one, which helps track multiple changes more effectively.
Manage Position pages showing the Effective Sequence field
View Position History with Related Content

Added the View Position History link in the related content right panel to reference historical records about positions
in Fluid Position Management.

You can now access related content for a position using the right supplementary panel on the Manage Position
pages. Select the View Position link from the Related Information pane to reference a history of changes or other
data about the position.
The View Position link is available as related content for the position
Summary of Changes for a Position

Provided a summary of changes for reviewing new and updated information for a position.
Position administrators can use the Review and Submit page to review new or updated position details before
finalizing the changes or submitting requests for approvals. This information is also available when you use the View
Positions pages to review a position.
Review and Submit page showing the Summary Of Changes group box
Position Management Attachments

Added attachment support for Fluid Position Management.

Fluid Position Management also delivers Attachments functionality, where you can attach any number of documents
to a position. The system will also route the attachments for approval if you have approvals enabled.
Review and Submit page showing the Attachments group box
Position Management Approvals

Delivered Fluid Approvals for creating and managing positions in Fluid Position Management.
Managers can review approval requests for Fluid Position Management transactions using the Fluid Approvals
pages. There are two new approval process definitions delivered for Fluid Position Management:
• Create Position is used when a new position or cloned position requires approval.
• Manage Position is used when changes to an existing position requires approval.
When attachments are included in the request, the Pending Approvals page will display the Attachment Details
section. Approvers can access this information to download and view the attachments prior to approving the
request.
Recruitment Solutions
This section describes delivered new functionality or enhancements that apply to Candidate Application
Status.
Bulk Actions for My Job Openings page and My Applicants page
Enhanced the My Job openings page and My Applicants page by adding an Actions button to it. Users can now
perform a set of related actions on multiple job openings or applicants.

Actions avaiable in My Job Openings page
Time and Labor

Archive Approvals data for Payable Time
Added the ability to archive fast-growing payable time Approval Workflow Engine data for future reference. In Image
29, the new archive Template TLPYAPPR is available for archiving Payable time approval related tables.

Redefine Employee Navigation for Time and Labor Transactions
Added Tile Collection/Actionable tiles to the Time tile for Employee Self Service to perform tasks in fluid time
transactions.
Time and Labor Actionable Tile Dashboard
The Redefine Employee Navigation for Time and Labor transactions provide a simple way for users to navigate to
Time reporting pages.
This section describes delivered new functionality or enhancements that apply to PeopleSoft Benefits
Administration.
Fluid Benefits Confirmation Statements
The Fluid Benefits Confirmation Statements feature allows employees to view their benefits statement data online
and optionally create a PDF to save or print. It also allows administrators to view their employees’ statements.

Fluid Benefit Statements page in Employee Self Service
Fluid Benefits Statement page in Employee Self Service for online viewing

Benefits Statement – Print view of the Confirmation Statement

Online Confirmation Statements page
Review Employee Statements page


application.
Update of PeopleTools 8.57 – Drop Zones

Enhanced HCM applications to configure Drop Zones feature for Fluid pages.
Drop Zones allow you to configure fluid pages to display editable or display only fields, links, buttons, or text without
the need to customize PeopleSoft delivered pages. PeopleSoft HCM has added Drop Zones to the top, middle, and
bottom of several Fluid pages within the following products:
• Absence management • Global Payroll
• Benefits Administration • Human Resources
• eCompensation • Payroll for North America
• ePerformance Management • Recruiting
• Federal • Time & Labor
You use the PeopleTools Configure Drop Zones component to find and configure drop zones.
Group Build Exception Processing

Added the ability to override the group build results by adding or excluding particular people or jobs within the group
build result set.

Now when you create a group using the Group Build process, you can identify exceptions for your group. From the
Group Definition page, select the Group Build Exceptions link to identify those employee jobs that you wish to
include or exclude in your group. You can also include all the history for the job selected for inclusion.
Group Build Exception page

Desktop.
Employee Snapshot - Multiple Performance History Document Types
Added the ability to display performance history documents of multiple types in Employee Snapshot.
With update image 30, administrators can configure Employee Snapshot to display several Performance History
document types for an employee.
Performance History configuration page where you can add multiple performance document types

When you access Employee Snapshot - Performance History tiles and pages, the system displays multiple
document types for an employee when available.
Performance History page for an employee that have more than one performance history document
Human Resources
Resources.
Position Management Enhancements
Enhanced the Fluid Position Management Transaction Summary, Related Contents and Attachments functionality
for enhanced user experience.

PeopleSoft HCM continues to enhance the Fluid Position Management feature with various changes to the Manage
Position pages.
Manage Position pages delivered in update image 30
Updates to the Manage Position pages include the following:
• Various enhancements have been made to the fields and layout, such as the sub-banner content is
contained in two rows instead of four, the Job Code and Department fields are identified as required, the
Position Status field has been renamed to Filed Status, and the Reports To field displays the name of the
current incumbent holding that position.
• The Specific Information section, which contains data specific to the position such as the work phone
number and the mail drop ID, is now located on the Position Data page.
• Attachments information is now on its own page.
• The related information on the supplementary pane includes the Position History link, where you can
quickly view currently and historical incumbent information for this position.
• The Review and Submit page for a new position (Create Position page) shows Key Information that you
have entered and the maximum headcount for the position.

• The Position Confirmation page contains updates to the buttons.
Position Confirmation page showing the updated and new buttons
o The Go to Manage Position button has been renamed to Go to Manage/Create Position.
o A new Go to Position Management button takes you to the Position Management dashboard where
you can set up or view summaries of Position management data.
Company Directory Tree Builder Enhancements

Enhanced the Company Directory Tree Builder Run Control page for increased usability.
Company Directory – Tree Builder Run Control page

Social Media Contact Information Added to Personal Details
Enhanced the Personal Details component to include the capture of Social Media information.
The PeopleSoft Human Resources product enables your organization to identify the social networking sites used by
your employees on the new Social Media Type setup page.
Social Media Type page
Employees will then use the Personal Details component, Social Media pages in fluid to add their personal social
media accounts.
Personal Details – Social Media page

Global Payroll

This section describes delivered new functionality or enhancements that apply to Global Payroll for UK.
Post Graduate Loan

As part of legislative changes for year 2019-20, HMRC introduced a new loan type ‘Post Graduate loan’. In this
image we are providing the ability to select Post Graduate Loan for an employee.
P46 Expat Details GBR page
Post Graduate Loan Incoming XML Files

Enhanced the existing Process EDI GBR application engine to include Post Graduate loan file formats. PG Loan
Start Notice and Stop notices are the two new incoming files introduced along with the existing incoming files. The
two new incoming files have the same format of XML as like the other incoming files.

Process EDI GBR page

Tax Regime
Added a new tax regime “Welsh” which should be applicable from tax year 2019-20.
Maintain Tax Data GBR page

Disguised Remuneration Income
Added the Disguised Remuneration Income feature to identify the amount of outstanding DR loans included in the
pay in period. : Disguised Remuneration Income is non payable but taxable, NIable and subject to Student loan
deduction.
There will be no changes to the existing calculation and payment process for the employer’s PAYE liabilities.
Other Adjustments page

Fuel Type Enhancements
Added a new Fuel Type “Euro standard diesel cars” effective from tax year 2019. “Electric” or “Hybrid” are no longer
accepted as valid fuel type for cars effective from tax year 2019.
RTI Car Details page
Global Payroll for New Zealand

This section describes delivered new functionality or enhancements that apply to Global Payroll for New Zealand.
Pay Day Reporting for Employees

Added the Pay Day Reporting solution to provide employees to submit new and departing employee file to Inland
Revenue before submitting the next employment file. Employee file must contain data related to new hires,
terminated employees and any data changes for existing employees.

Create PDR Employee File page
PDR Reconciliation
Added the PDR reconciliation process to compare the PDR data with Payroll Earnings and Deductions. The PDR
Reconciliation process can be processed as soon as the payroll is identified and calculated, and the create PDR
process is successful.
The benefits of PDR Reconciliation are:
» Reconcile the PDR data with payroll results.

» Comply with auditing requirement of the organization for identifying the variances.
» Reduce the verification time in identifying or analyzing the variance.
» Identify any data issues in the PDR file

This section describes delivered new functionality or enhancements that apply to Global Payroll for Switzerland.
Multi Contract Processing Order

Enhanced the country level setup parameters to include multi contract processing order feature, which is meant to
set the processing order for Swiss clients with Multi Contract.

Countries page
Benefits Fluid Enhancements

This section describes the delivered new functionality or enhancements that apply to Benefits
Administration.
Email Notifications and Alerts for Fluid Confirmation Statement
Enhanced the fluid Benefits Statements feature to add email and alert notifications for Confirmation statements.

Fluid Open Enrollment and Statement Pages Optimized for Small Form Factor Devices
Enhanced the fluid Benefits Enrollment pages and fluid statement pages for small form factor optimization.
Examples for fluid Open Enrollment pages as seen on a mobile phone.

Examples for Fluid Benefits Statements pages as seen on a mobile phone
Time and Labor

Actionable Tiles for Employee Time and Labor Transactions

In Image 30, employees can access actionable tiles with more information upfront for Time and Labor on a single
page using both desktop and mobile device.
The summary of daily, weekly and payable time information are at the tile level.
Actionable tiles for Time and Labor

The Report Time tile displays different elements depending on the type of time reporter. For a punch time reporter,
the button on the tile shows the next logical punch.

Report Time tiles for Punch Time Reporter
A job selector is available as a banner on the top of the page for employees with multiple job profiles.
Job Selector for employee with multiple jobs
Auto Approval for Time Submitted by a Manager

Enhanced the Fluid Time Reporting to support Auto approval for Managers.
Time and Labor provides the ability to auto approve time that is reported by managers on behalf of their employees.
Any time reported or modified using the delivered fluid time pages including Fluid Time Sheet, Daily Time and
Weekly Time will be auto approved when installation option for auto approval is selected.

Auto approved when auto approval settings enabled
Report Time Attestation in Time and Labor

Enhanced Fluid Time Reporting to support timesheet attestation.
HCM Image 30 enables the acknowledgement or attestation of time entered using fluid time entry pages. This option
works in conjunction with the employee signature acknowledgement options that are set up under the Timesheet
Controls for workgroups.
After the configurations enabled, a modal window appears and requests for acknowledgment when the time is
reported by the employee using Fluid Time Entry pages including Enter Time, Report time and Weekly Time Entry.

Enter Time Page with attestation enabled


application.

the need to customize PeopleSoft delivered pages. In image 31, PeopleSoft HCM has added Drop Zones to the top,
middle, and bottom of several Fluid pages within the following products:
• Absence Management • Payroll for North America
• Human Resources • Time and Labor
Fluid HCM Attachments - Support for Multiple Entry Id

Enhanced the Fluid Attachment framework to support multiple attachment types and categories.

Attachment Store Keys page
For the Document Definitions added there should be store keys defined to differentiate the row of data to which the
attachment belongs. Each product can decide the number of keys to use, from 1 to N, creating its own record plus a
sub-record in Application Designer to store common fields related to the attachments. Once the store record has
been created, it has to be associated to the Object Owner Id and Sub Id to retrieve automatically the key fields
definitions and select the store key labels.

In Absence Attachments, there is the facility to add multiple attachment types and categories:
Request Absence with type and category enabled.
Activity Guide Composer Migrated to Enterprise Components

Delivered the Activity Guide Composer framework for Enterprise Components.
This update disables navigation to the Activity Guide Composer framework in HCM. This framework will now reside
under Enterprise Components.
The relocation of the Activity Guide Composer framework now enables all PeopleSoft applications, not just HCM, to
create and deploy guide processes.
Activity Guide Composer – Support for Multi-User Activity Guides

Delivered the ability to manage multiple user activity guides.
The Activity Guide Composer now allows you to define guided procedures that allow multiple users to complete
different steps within a process.
The Categories component includes new pages that enable you to:
• Define category security to determine who has access to maintain and use the activity guide category.
• Identify assignees through roles or application packages that the template administrator may appoint to
complete a step.
• Enable and configure notification defaults for this category.

The template administrator can then indicate assignees on the Configure Attributes page for the various steps within
a template.
Configure Attributes page on the template identifying whom you have assigned to this step
When a user is not the assignee for a step in the fluid activity guide, the left panel shows the step as grayed out and
unavailable for selection. You can also configure the template to send notifications to assignees when their steps
becomes available, are overdue, or to serve as reminders to complete their steps.
Activity process showing a grayed out step that belongs to another user
Additional, the Activity Guide Composer delivers the Activity Guide Tiles page, which enables you to create activity
guide tiles that you can publish to a fluid homepage.
Chatbot Integration Framework

Delivered the Chatbot Integration Framework and chatbot configurations.
It enables users to leverage chatbot functionalities delivered by Oracle Digital Assistant (ODA). The Oracle Digital
Assistant provides the platform and tools to readily build AI-powered assistants (chatbots) that connect to your
systems. It employs a conversational interface that can help people find the things they want and need, in real-time.

Chatbot window as seen on a smartphone
Direct Reports Enhancement for Viewing Matrix Teams

Enhanced the Person Selector to allow Matrix authorization to be listed on the Direct Reports page of Fluid
components in Manager Self Service.

The PeopleSoft Manager Self-Service transactional pages enable managers to view or update information for their
direct reports and for teams to which they have been granted action assignment access. When managers access an
employee selection search page, and it is for a transaction where they are authorized to perform tasks for direct
reports and matrix teams, the page will display the ‘acting as’ field. From here managers can select to view their
direct reports or members of a specific team.
Example of the ‘acting as’ field on a manager self-service page when the manager also has access to team content
Absence Management
Absence Assistant Chat Bot
Delivered the Absence Chat Assistant where you can do tasks or ask queries related to Absence.
Select the Absence Assistant tile to open the Absence chatbot
Absence Assistant tile

Absence Assistant Chat Bot
Start conversation with a greeting like “Hi” and a standard menu appears which helps in getting quick answers to
queries and to perform simple transactions related to absences.
Fluid Extended Absence

Delivered the Fluid Extended Absence framework, which supports extended leave requests, such as FMLA (Family
Medical Leave Act) and Canadian Leave requests, as well as other extended absences such as Statutory Sick Pay
and Statutory Maternity Pay, and so on. The framework for extended absences contains elements that enable you to
attach supporting documents and notes to extended absence requests.

Activity Guide for Extended absence
eCompensation Manager Desktop

This section describes delivered new functionality or enhancements that apply to eCompensation Manager Desktop.
Variable Compensation-Only Cycles

Enhanced Compensation Cycles to support cycles with Variable Compensation plans only.
Starting in image 31, administrators can create compensation cycles that include variable compensation plans only.
This addition completes the functionality that exists today, which allows the creation of cycles for merit plans only, as
well as for both merit and variable compensation plans.

Creating variable compensation-only cycles using the Define Compensation Cycles component
When managers and administrators access variable compensation-only cycles, the pages show fields and elements
that are relevant to variable compensation only.
Viewing a variable compensation only cycle on the Manage Cycle Transactions page

ePerformance
Auto-Transfer Performance Document Enhancements
Delivered updates to the Automatic Transfer of ePerformance documents upon termination feature.
The Automatic Document Transfer feature can now be set up to support all or a selected list of document types.
On the Auto Transfer Document Status page, administrators can look up and review documents that were
included in the auto-transfer process by transfer status. For documents that were not transferred automatically (for
example, the next level up manager or supervisor was not found), administrators can transfer them manually to the
managers of their choice. They can also delete rows of completed documents from the page and clean up the list.
Viewing of documents’ auto-transfer statuses on the Auto Transfer Document Status page from the Performance Administration tile
Allow Peer Review at Anytime

Enhanced Peer Review to allow participant evaluations anytime during the appraisal cycle.
ePerformance provides the option for peer reviewers to provide feedback anytime during the appraisal cycle. When
the feature is enabled, the authorized user can add, submit, and track peer nominations as soon as the first step of
the document starts, based on the template setup. It allows participants to accept the nominations and provide
feedback for the employee anytime, as early as the start of the document.

Enabling the option to allow peers to provide feedback anytime during the appraisal cycle in the template definition

Desktop.
Employee Snapshot Enhancements for Development Documents
Delivered a new tile to access ePerformance Development History documents from Employee Snapshot.

With update image 31, administrators can configure the Employee Snapshot to display Development History
document types for an employee.
Document History configuration page where you can add multiple performance and development document types
When you access the Employee Snapshot, you can view Development Document History tiles and pages. The
system will also display multiple development document types for an employee when configured and available.
Development History page showing multiple document types
Employee Self Termination

Delivered two new links to submit Resignation and Retirement requests.
You can now initiate Resignation or Retirement from single or multiple jobs through Employee Self Service.
PeopleSoft HCM update image 31 delivers Submit Resignation page and Submit Retirement page wherein you can
submit retirement or resignation request to the manager for approval. Manager can approve, deny, or push back the
request. The approved requests are routed to HR administrator for approval.

Submit Resignation page
Submit Retirement page
Human Resources
Resources.
Business Partner Tracking
Delivered the Business Partner Navigation Collection.

You can now identify your company representatives and the individuals for whom they are responsible using
business partner teams. PeopleSoft HCM update image 31 delivers a Manage Business Partners navigation
collection that gives you quick access to all the functionality needed to create and maintain business partner teams.
Manage Business Partners navigation collection
• Use Matrix Teams, and optionally Group Build, functionality to create and maintain teams.
• Use the Configure Business Partner page to identify teams as business partner teams.
• When granted permission, owners or leads can view their business partner teams and members using the View
Teams pages.
• When configured to do so, a person’s business partner contact information is available on the Company
Directory or Personal Details pages.
Personal Details – Business Partners page

OnBoarding Category Step to Support Questionnaires
Added a new Survey step to the OnBoarding category.
The Activity Guide Composer supports the ability to integrate an OnBoarding survey questionnaire that is created
using the Questionnaire Framework. With the new SURVEY step added to the ONBOARDING category,
OnBoarding template administrators can create templates where employees can take and complete surveys.
Position Management Edit Approval

Enhanced Fluid Position Management to include edit approval functionality.
PeopleSoft HCM now allows you to grant your approvers permission to perform edits on fluid Position Management
requests. When granted the Position Edit Administrator role, the Pending Approvals pages for positions will display
the Edit Details link. Approvers can select this link to access the Fluid Manage Position pages and enter updates.
Pending Approvals for a position that enables the approver to make edits to the position request
Profile Management
Resources: Profile Management.
Profile Management Security Enhancements
Enhanced JPM Security for Fluid profile transactions. Enhanced JPM Security for Classic Profile transactions.
Profile Management includes additional security options for setting up the profile type content sections. With the
addition of PeopleTools roles, you can give a subset of your employee population access to a profile type content
section. For example, if you want to allow certain employees update privileges and others view only capabilities,
you can now define that as a role and assign the roles to the employee population as desired.

The Role Security section of the Profile Type – Content Section page
Time and Labor

Leave / Comp Time Tile
Enhanced the Leave and Comp Balances feature in Time and Labor for increased usability. This has enhanced
visibility to display leaves administered in Base Benefits and Comp time in Time and Labor.
Leave / Comp Time tile

The leave and comp time information are seen upfront in card format in the details page.
Leave / Comp Time details page

Reported Time Audit
Enhanced the Reported Audit Time feature for Fluid to show both current and history data in the same view.
Workforce Administrator home page with Time and Labor Tile

Administrators can easily access employee’s reported time audit with the newly introduced Time and Labor tile
under Workforce Administration.
By using the Expand all History rows slider you can expand or collapse the history changes.

Archive Approvals data for Reported Time
Added the ability to archive fast-growing reported time Approval Workflow Engine data for future reference.
In Image 31, the new archive Template TLRPAPPR is available for archiving Reported time approval related tables.
Manage Archive Template page
Attendance Violation in Time and Labor

Added the Fluid Attendance Violations feature in Time and Labor.
Attendance Violation listing is added to the left panel for a Manger Self Service Team Time page to view the
violation summary.

Manager Self Service Team Time Page
An icon is added to the Enter Time page to see the attendance violations.
Enter Time page with Attendance violation icon

Global Payroll Core
GL Chartfields
With update image 31, the Global Payroll is enhanced to expand the GL ChartFields from 8 to 21. This
enhancement also enables the entry and validation of ChartField values by combination code.
Acknowledgement Framework in Candidate gateway
Delivered Acknowledgment Framework functionality in Recruiting Solutions to provide the ability to define
acknowledgement, consent, or agreement in the Registration and Job Application process.
The Candidate Gateway Site Setup page is enhanced to include configured acknowledgements created using
Acknowledgement Framework.
Acknowledgement Section of Candidate gateway Site Setup page.


application.

the need to customize PeopleSoft delivered pages. In image 32, PeopleSoft HCM has added Drop Zones to the top,
middle, and bottom of several Fluid pages within the following products:
• Base Benefits
• Human Resources
Absence Management
Management.
Attachment Support for Absence Event Entry
Added attachment support on Absence Event pages for administrators.
Attachments - Enhanced View of Types and Categories

Added the View All functionality in the Fluid Attachment Framework to provide the option to view all attached
documents when the attachment configuration has multiple Entry IDs or Configuration IDs.

Note: The View All attachments capability is available if a transaction is configured to allow multiple attachment
types and categories.
This section describes delivered new functionality or enhancements that apply to PeopleSoft Benefits
Administration.
Fluid Benefits Summary in Employee Self-Service
Enhanced Fluid Benefits Summary in Employee Self-Service.
Enhanced the fluid Benefits Summary in Employee Self Service to match the fluid look of the Benefits Enrollment
page. The associated benefit pages have also been fluidized to give the employee a seamless experience.
Additional configuration settings are available on the Benefit Program Table to set up options for employees such as
add beneficiaries, update designations, contributions, and funds, and view latest deductions, all from within the
benefit plan pages.

Fluid Benefits Summary in Employee Self Service

An example of a benefit plan page – Medical page

Additional Summary Configuration section in the Benefit Program Table
Fluid Benefits Enrollment

Enhanced the Fluid Benefits Enrollment feature to allow both Life Event and Fluid Open Enrollment instances to be
deleted from the Manage Benefits Instances page (which was previously named the Manage Life Events Instances
page).
Fluid Manage Benefits Instances page

ePerformance
Auto-Transfer Performance Documents
Enhanced the Automatic Document Transfer feature to automatically transfer in-progress documents when
employees change jobs.
ePerformance provides the ability to automatically transfer employees’ in-progress documents when they change
jobs and report to new managers. Administrators can set up the system to transfer of documents (all or selected
document types) with a transfer date that has past the review period, and add the ex-manager as a document
reviewer. They can also specify a number of days before the period end date will documents not to be transferred, if
the transfer date falls within that time buffer. This option gives administrators the flexibility of not transferring
documents that are approaching the end of their review periods and should stay with the ex-managers.
New managers are notified automatically after the documents are transferred to them.
Enhancements are made to the Auto Transfer Document Status page to support document search by transfer type,
Manager Termination and Employee Transfer.
New Transfer Type search field available to look up and view of documents’ auto-transfer statuses on the Auto Transfer Document
Status page

Desktop.
Employee Snapshot Document Enhancements

Enhanced the display of the Development History tile and pages in Employee Snapshot in small form factor.
With image 32, when viewing in chart mode, the PeopleSoft system displays document types in different colors on
the Performance History and Development Document History tiles and pages.
Performance History page showing multiple document types as different colored bars
Employee Snapshot Profile Management Role Security Uptake

Implemented JPM Content Security for profile tiles in Employee Snapshot.
In addition to direct report security, the profile-related Employee Snapshot tiles and pages now include Profile
Management role security. When Employee Snapshot data comes from a person’s profile data, the viewable content
may be restricted by profile role security. Users that have the direct report access and the role associated with the
profile section will have access to the content according to the parameters set up for the profile type.
See Profile Management Security Enhancements.
Employee Snapshot Configurable Profile Content

Enhanced Employee Snapshot to enable configurable profile content.

In update image 32, administrators have the ability to configure and publish profile content tiles to the Employee
Snapshot - Summary dashboard.
Configure Employee Snapshot, Profile Content: Tile Attributes page
Now your organization can display profile data that is either not on a delivered tile or show profile information that
you have created yourself.
My Team Pages Configuration

Added configurable options and additional drop zone support to the My Team pages.

The new Configure My Team Pages page enables you to identify the content and order of the information that
should appear on the My Team pages. Use this page to determine the page button order and label. You will also
use this page to indicate if you want to display or hide pages from the users, including drop zone content.
Configure My Team Pages page
Global Payroll Core

This section describes delivered new functionality or enhancements that apply to Global Payroll Core.
Payroll Scheduling
Added the Payroll Scheduling feature to enable the scheduling of payroll jobs for the calculate phase in Global
Payroll. The system retains the calendar control run parameters for scheduled run and in case if multiple users
finalize or cancel the calendar, the stored run control parameters are deleted and its corresponding scheduled job is
also cancelled. In case the user who scheduled the payroll job is different from the one who cancels or finalizes the
calendar a mail notification is sent to user who scheduled the job about deletion of stored run control parameters
and cancelation of scheduled run.

Configuration Settings page

This section describes delivered new functionality or enhancements that apply to Global Payroll for Brazil.
Attachment Support in Absence Requests

Added attachment support for the Absence Event BRA component.
Users can now attach supporting documents (for example, doctor’s note) while entering absence requests.
Attachments can be reviewed, and removed from the requests as needed.
Technical Note Enhancements

Delivered enhancements for eSocial Technical Note 15/2019 in Global Payroll for Brazil.
Enhancements include the removal of validations that are no longer required in eSocial reporting.
Human Resources
Resources.
Attachment Capabilities for Guided Personnel Action Requests (PAR)

Added fluid attachment support in Guided PAR. Federal HR Administrators can add, update, or delete attachments
to a Personnel Action Request, using the fluid Guided Personnel Actions feature. The attachments are also routed
for approval and available for review to the Personnel Action Request approvers.
PAR Attachments
Business Partner Enhancements

Enhanced the Business Partner feature to show business partner contact information on the Additional Information
page in Personal Details, delivered a report that shows business partner teams of a specific type with overlapping
members, and provided the ability to define business partner owners as transaction approvers.

The Personal Details - Additional Information page now comes configured to show the Human Resource business
partner contact information, when available.
The Personal Details – Additional Information page showing the business partner information
The PeopleSoft system also enables you to configure other application pages to display partner contact information
using the Display Partner Information page.
Configure Partner Types - Display Partner Information page showing the Additional Information page configuration for the Human
Resources business partner type
This page is part of the new Configure Partner Types component, which consists of the following pages:
• Approval by Partners page
• Display Partner Information page

The Approval by Partners page enables you to identify which employee self-service transactions an employee can
route to his or her business partner for approval using the Approval Framework.
Configure Partner Types - Approval by Partners page
The new View Overlapping Members report enables you to view those individuals who show up in more than one
business partner team of the same type, such as Human Resources or Benefits. Knowing this, you can update team
information, if needed, to avoid having a person with more than one business partner contact within the same area.
View Overlapping Members report page
EEO-1 Compensation Data Reporting

Enhanced the EEO-1 reports to incorporate the latest regulatory requirements from the Equal Employment
Opportunity Commission to collect summary employee pay data and employer hours.

The PeopleSoft Human Resources application delivers the following components and pages to support EEO-1
compensation data reporting:
• EEO-1 Compensation Data Defn component – set up the reporting year configuration definition
o General page – define the workforce snapshot period for your companies
o Pay Bands page – enter pay bands specified by the EEOC
o Hours page – configure exempt and nonexempt hours worked
• EEO-1 Compensation Data page – load and run the EEO-1 Component 2 compensation data
• Review EEO-1 Compensation Data page – review and make hour or pay adjustments, as needed, prior
to generating the final .csv file for submission
Review EEO-1 Compensation Data page
The report will display the calculated hours and pay stored in the PeopleSoft or external payroll system.
Administrators can use the Excel to CI to load external compensation data for employees whose HR data is already
present in the PeopleSoft system. The CI_HR_EEO1_REVIEW_UPD component interface populates the
HR_EEO1_PAYDATA table and loads only the external hours and external pay data into the External Hours and
External Pay columns respectively.
The PS Pay field displays the amount reported in Box 1—wages, tips, other compensation—of the employee's W-2
per EEO-1 regulations. If the employee received a W-2c correction for Box 1 for the same year, that amount will be
displayed instead.
OffBoarding
Added the OffBoarding feature to streamline the employee termination process using the Activity Guide Composer
framework.

PeopleSoft OffBoarding allows you to easily perform exit management responsibilities and is inclusive of all those
involved in the termination process—employee, managers, IT staff, and others. It uses push and email notifications
to alert participants that they have tasks they need to perform in an OffBoarding activity guide and leads them
through the required steps to complete the exit process, with grayed out steps belonging to other participants.
Example of the steps for a Voluntary OffBoarding activity guide process
The application delivers the Voluntary and Involuntary termination templates.

This section describes delivered new functionality or enhancements that apply to Payroll for North
America.
Year End Employee Consent Reset
Enhanced the Reset W-2 Consent Status process to provide additional options for administrators to include
terminated, on leave or any other employees in the consent reset process by specifying a group (group build) or
uploading a flat file.
In addition to including all employees, employees of selected companies, or individual employees in the consent
reset process for W-2s, payroll administrators can also select employees for the process by:
» Specifying a group that is created using the Group Build functionality.

» Uploading a flat file with employee IDs.

New options for resetting W-2 consent on the Reset W-2 Consent Status page
Accessibility Support for Canadian T4/T4A and RL-1/RL-2 Slips

Delivered accessibility setup to support Employee Self-Service Fluid View for Canadian T4/T4A and RL-1/RL-2
slips.
Payroll for North America extends accessibility support to Canadian year end slips. Setup is delivered for T4/, T4A,
RL-1, and RL-2 (beginning year 2012).
Setup for Canadian slips on Year End Accessibility page
Employees can access their year end slips in screen reader mode in Employee Self-Service.

Viewing year end slips from the Payroll tile in Employee Self-Service
Time and Labor

Update of Reported Totals on Fluid Time Page after Save or Submit
Enhanced the Time Entry feature to support deferring the update of Reported Time until the time is either saved or
submitted.
Select Refresh Reported Time Totals on Time Entry in Time and Labor installation to enable the immediate
update of reported hours on entry in both Employee and Manager Self Service pages. If not selected, the reported
hours and status bar will not be updated until the time is either saved or submitted.

Time and Labor Installation page
This feature delays updating the reported time total in the weekly banner and daily status bar on all time reporting
pages, such as the Daily Time page, Weekly Time Review page, Weekly Time Pre-popup page, and Timesheet until
the time reporter saves or submits their time.

Enter Time page
Fluid Payable Time Total by Units

Enhanced the Payable Time and Time Summary components to display payable time in units.

Payable Time Details with Time in Quantity.
Current Pay Period Timesheet Lockdown

Enhanced the Timesheet Lockdown feature to support lockdown during the current period.
The Timesheet Lockdown page displays all active pay groups in the system.

Administrators can select one or more pay groups to be locked. Once a Pay Group is selected, the system displays
timesheets for the locked pay group in read-only mode.
PeopleSoft ELM Update Image 16

To watch a Video Feature Overview highlighting some of the new features delivered in ELM Update Image 16,
watch PeopleSoft Fluid Mobile Learning.
Enterprise Learning Management
External Learner Self Registration

This feature enables new external learners to register themselves as new users in your ELM system. With this
feature, learning administrators no longer have to manually create external learner profiles.
New User Registration page
Mobile Learning Redesign

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 Fluid Learner

capabilities accessed through the Learning dashboard are an extension of the existing PeopleSoft ELM application
that has been specifically designed for mobile devices.
From the Learning dashboard, learners can search for, view, manage, and launch learning content from their
smartphones or tablets.
The four tiles included in the Learning dashboard are:
• Find Learning
• My Learning
• Plans and Objectives
• Announcements
Learning dashboard
The Find Learning tile enables you to quickly and efficiently search for courses and programs using the Find
Learning page.

Find Learning page
The My Learning tile enables you to manage your current, planned, and completed learning using the My Learning
page.

The Plans and Objectives tile enables you to access a collection of components used to manage learning plans and
objectives.
Plans and Objectives page
The Announcements tile enables you to access a list of learning-related announcements.

This section includes descriptions of new features delivered in PeopleSoft ELM Update Image 17.
Page and Field Configurator

Added the Page and Field Configurator feature in ELM.
The Page and Field Configurator feature is now available for PeopleSoft ELM users.
PeopleSoft Page and Field Configurator feature enables users to configure certain properties of pages and fields of
classic pages based on their business requirements. Using this feature, a user can hide a field/page, change label of
a field, add default value to a field, make the field/page read only, or mark the field as mandatory without having to
customize delivered application pages.
Fluid Survey
Added a new fluid survey page to collect learner feedback.
PeopleSoft ELM now has a fluid Survey page to gather learner feedback on the effectiveness of a particular
learning component. A survey defined in the Survey Definition page can be attached to a class as a survey learning
component. When a learner is enrolled to this class, the survey learning component is launched from the My
Learning page.

Mandatory Learning
Added the Mandatory Learning feature to support the setup and management of compulsory training for learners.
PeopleSoft ELM provides the Mandatory Learning feature to manage all compulsory learnings/trainings for
employees within an organization. The Mandatory Learning feature enables Learning Administrators to define,
automatically enroll, notify learners/managers and manage all Mandatory Learning classes.
The Maintain Classes – Class Details page now has a Mandatory Learning Setup link, which enables Learning
Administrators to access the Mandatory Learning Setup page.

This section includes descriptions of new features and enhancements delivered in PeopleSoft ELM Update Image
18.
Learner Delete
Added the Learner Delete feature in ELM.
The Learner Delete feature is now available for PeopleSoft ELM users.
PeopleSoft Learner Delete feature allows the administrators to delete learners' data from the system, either at
request from former learners or when the organization decides to.
This functionality also provides the ability to exclude certain records owing to any legitimate reason, and a log page
to view details after learner deletion takes place.
Learner Delete Page
Learner Delete Log Page

Supplemental Learning – Fluid
Enhanced the Employee Self Service fluid homepage with the addition of the Add Supplemental Learning tile.
The Add Supplemental Learning tile is available on the Employee Self Service fluid homepage. Using this tile,
employees can access the Add Supplemental Learning page, add supplemental learning achievements to their
learner records and submit for approval.
Employee Self Service fluid homepage with the Add Supplemental Learning tile.

Add Supplemental Learning Page
Learning Tile for Employee Snapshot

Enhanced the Employee Snapshot feature in HCM with the addition of the Learning tile.
The Learning tile is available in the Promotion Readiness dashboard of Employee Snapshot. Using this tile, a
manager can view the summary of learnings associated with a team member's profile. The manager can use the
View All link on this tile to access the All Learning page of a selected employee. The View in Team Learning link
allows the manager to access the My Team’s Learning page pre-filtered to view the learning items of the selected
employee.

Learning tile on the Employee Snapshot - Promotion Readiness Dashboard

19.
Continuing Education Units

Enhanced the Continuing Education Units feature with a new setup page for Education Unit Type.
The Courses, Classes and Supplemental Learning pages now have the option to enter both the Education Unit Type
and Education Units.
Education Unit Type page

20.
Dynamic Access Control on Static Files Deployed on Web Server

Enhanced the SCORM (SCROM11 and SCROM12) content security with the support of the PeopleTools Storage
Group functionality.
Edit Learning Component - Web-based Component page

Auto Cancel Enrollments
Added a new reason code for dropped enrollments when classes become inactive.
Reason Codes page

Class Reason Code Mapping page
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 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.

• Added feature that enables the employee to view all HR HelpDesk related information on a single
dashboard; thereby facilitating the employees to quickly review and take necessary actions. This feature
uses the PeopleSoft fluid user interface to access a variety of self-service application transactions.
Employees can now view and manage self-service application transactions after accessing these HR
Service Center tiles.
• Search For Answers
• Create Case
• My Cases
• Frequently Asked Questions
• Known Issues
• Top Solutions
• HR Shortcuts
The Create Case wizard for related information
• Added new data elements for US Federal to HRHD 360-Degree View. PeopleSoft HCM may be set up and
used by US Federal customers, who are US Government entities. These organizations capture and use
data elements which are different from private organizations who have implemented PeopleSoft HCM. For
the HR HelpDesk Agent to provide effective service delivery to the Federal employees, following data
elements are introduced in the HRHD 360-Degree View.
• Payplan Series / Grade / Step
• Benefits/FEHB Data
• FEGLI/Retirement/FICA
• Appointment Type
• FLSA Status
• DOS Tenure and Tenure
• Service computation date (Leave, Retire, TSP)

The Job and Position Summary page for related information
• Added the ability to implement hierarchy in provider groups so that members in a parent provider group will
have access and visibility to the secured cases of the child provider groups.
Group Hirearchy page
• Added feature that supports full life cycle management of Employee Relations cases (ER cases).
Employee Relations Case Management feature focuses on managing sensitive topics such as
Accommodation Requests, Employee Health & safety, Conflict Resolution, Ethics & Conduct, among
others. These issues are typically confidential in nature for both employees and the Organization in terms
of accountability to Employee Privacy and their legal rights at the workplace.
Employee Relations Case Management
• The Employee Relations Case Management feature allows HR Service Agents to manage sensitive
grievances of employees with more confidentiality and data security.
• Added feature that provides the ability to integrate and configure contextual HR HelpDesk specific content
on PeopleSoft Fluid HCM Self-service pages. As part of integration, administrators need to setup
integration between HCM and CRM nodes and enable “Find Help” Related Content service on certain
HCM fluid pages as per business needs.

• Added feature that enables chat with agent as a related content service on Fluid Employee Self-service
pages. This feature is available from People Tools version 8.55 and above.
See the full documentation for these features on our Hosted Online Help Documentation site.

PeopleSoft HCM Update Images 22-32 and ELM Update Images 16-20 Overview PDF

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PeopleSoft HCM Update Images 22-32 and ELM Update Images 16-20 Overview PDF

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PeopleSoft HCM/ELM Update Image Overview

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

NEW! Update Image Highlights Videos 2

PeopleSoft HCM Update Image 22 3

Absence Enhanced Integration with Time and Labor 3

Fluid Absence Self Service Enhancements 3

Enhancements for Payroll for North America 4

Enhancements for Global Payroll 4

eProfile Manager Desktop 6

New Clone Position Transaction in Guided Self-Service 6

Enhanced Guided Self-Service Transaction for Updating Full/Part Time Status 7

Employee Snapshot New Content and Enhancements 7

COBOL Trace Tool 8

Payroll Analytics - 8.55 Tools Uptake 10

Global Payroll for Brazil 11

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Global Payroll for Switzerland 13

Global Payroll for UK 13

Online P45 for Global Payroll UK 13

New Search Option on the Fluid Candidate Gateway Careers Page 14

Configurable Availability of Refer a Friend and Email a Friend 14

Configurable Visibility of the Job Close Date 14

Additional Usability Enhancements for Candidate Gateway 15

Time and Labor 15

Time and Labor Manager Self Service Pages 15

PeopleSoft HCM Update Image 23 20

Functionality Across Applications 20

Activity Guide Composer 20

eBenefits: Fluid Life Events 24

Fluid Total Rewards 25

eProfile Manager Desktop 27

Employee Snapshot Enhancements 27

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Element Browser Rules Compare 28

Global Payroll for Brazil 29

Global Payroll for Mexico 31

Rename Distrito Federal to Ciudad de Mexico 31

Payroll for North America 33

(USA) Tax Class Enhancements 34

Fluid Candidate Gateway Enhancements 34

PeopleSoft HCM Update Image 24 34

Functionality Across Applications 34

Classic Plus Setup for HCM 35

eProfile Manager Desktop 35

Guided Self-Service for Multiple Employees 35

Update Team Information Tile and Navigation Collection 36

Global Payroll (Core) 36

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

COBOL Trace Tool 37

Global Payroll for Brazil 37

Global Payroll for UK 38

Uploading XML Inbound Files 38

Company Directory Setup Enhancements – Identifying Roles for Dotted Line

Employee Snapshot Configuration and Dashboard Enhancements 39

Addition of Manager View of OnBoarding 40

(USA) Updated I-9 Form – U.S. 40

Guided Personnel Action Requests for U.S.Federal 40

Enhanced Applicant Security 42

Time and Labor 42

Bulk Auto Enrollment 42

eBenefits: Employee Self Service Dependent/Beneficiary Enhancements 43

PeopleSoft HCM Update Image 25 45