peoplesoft hcm update & roadmap

PeopleSoft HCM Update & Roadmap

Robbin Velayedam

Senior Director, ApplicationsPeopleSoft HCM - Product Strategy

[email protected]

December 2020

Copyright © 2019 Oracle and/or its affiliates.

Safe harbor statement

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, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

2 Copyright © 2020, Oracle and/or its affiliates

Announcements

Prioritizing responses to Payroll legislation, Covid requirements - see MOS InfoCenter

Moved desupport date for Classic pages from Dec 2020 to Dec 2021

Extended PeopleTools 8.56 patch support through April 2021

Extended Microfocus Cobol migration through April 2021

HCM Image 36 released on Nov 3, 2020

Resources

www.peoplesoftinfo.com page: links to all resources

blogs.oracle.com/peoplesoft page: Apps Strategy, Tech, Legislative: key announcements

my.oracle.support page: My Oracle Support Info Center

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 3

http://www.peoplesoftinfo.com/

blogs.oracle.com/peoplesoft

my.oracle.support


Available with HCM Image 36

• Fluid and Modernization of Job Data

• Fluid Health & Safety for Employee Self Service

• Fluid Profile Management – Search, Match, Compare

• Chatbot for Benefits

• Chatbot for Global Payroll Core

• Chatbot for Global Payroll United Kingdom

• Chatbot for Payroll for North America

• Direct Deposit File for Off-cycle in Payroll

• T&L – Self Service Copy of Prior Period on Weekly Timesheet

PeopleSoft functionality helping customers in 2020

Health & Safety

• Tracking Safety Incidents, Illnesses, Exposures

• Logging Preventiive and Corrective Actions

Mass Updates

• Enter a mass update in Job Data (i.e., furloughs, transfers, terminations)

• Enter a mass change (i.e., reduce salary for a group of employees)

Delegations

• Allow someone else to approve/deny HR transactions on your behalf

• Also covers initiating transactions

Confidential – © 2020 Oracle 5 https://blogs.oracle.com/peoplesoft

Remote Worker

• Tracking remote working status

• Tracking location and effective dates

Onboarding/Offboarding

• Rapid Onboarding of critical workers

• Offboard in mass

Payroll Updates

• Executive Order Tax Deferral

• Cares Act

• Country Updates

https://blogs.oracle.com/peoplesoft


CommonQuestions thatPeopleSoft CustomersAsk!

1 What is Oracle's commitment to PeopleSoft?

2 What is the roadmap for PeopleSoft?

3 How Cloud impacts me as a PeopleSoft customer?

4 What’s next for PeopleSoft?


What is Oracle's commitment to PeopleSoft?

Today’s PeopleSoft | Investment Strategy | Continued Support

Continued support


• No plans to end investment or support

• Premier Support “through at least” 2031

• Rolling 10+ years of Premier Support

Learn more about Oracle Lifetime Support Policies on Oracle.com

https://www.oracle.com/applications/applications-unlimited/index.html

Today’s PeopleSoft

© 2020 Oracle and/or its affiliates.9

ContinuityConfidence Commitment

Dedicated team

Large install base

Published roadmap

Regular updates

Highadoption

Ongoing investment

UNCLASSIFIED - Oracle Proprietary - SOURCE SELECTION SENSITIVE

10

Hire to Retire functionality

Intuitive, mobile user experience

Actionable,configurable analytics

Flexible and personalizable

Selective adoption of new features

Integrated Chatbot

Today’s PeopleSoft

Deploy PSFT on OCI

© 2020 Oracle and/or its affiliates.UNCLASSIFIED - Oracle Proprietary - SOURCE SELECTION SENSITIVE


Product-specific features

Business process capabilities

Features sourced from Idea Spaces on My Oracle Support

Regulatory & Legislative Compliance

Customer-driven enhancements

Strategic investments

Continued Modernization

Configurable Options

Emerging Technologies Integration

Kibana Analytics

PeopleSoft investment strategy

UNCLASSIFIED - Oracle Proprietary - SOURCE SELECTION SENSITIVE


What is the roadmap for PeopleSoft?

Recently Delivered Features | Planned Features | Customer Input

HCM

Chatbot Integration Framework

UI Visual Refresh

Personalized Analytic Notifications

Notification Framework

Drop Zones for Classic Plus

Kibana Analytic Framework

Query Data Masking

Enhanced Event Mapping and Pluggable AppEngine

Infrastructure Only DPKs

Data Distribution Framework

Kibana Analytics

Profile Search, Match, Compare

Fluid Benefits WorkCenter

HR Notifications Enhancements

Job Data Modernization

Data Privacy enhancements for Query Masking

Person Global Search

Fluid Timesheet -Time details

Drop Zones for Classic

Global Payroll for Brazil - INSS Calculation Changes

Support for Oracle 19c

Fast Cloning using Block Volume

Import Manually Provisioned Environments

Lift support for TDE and RACK

OCI File Storage Service for CM Repository

Automated CM Upgrade

Exadata Cloud Service Support

Automated Network Deployment

Lift Pre-Rec Utility

Data Masking Using Page and Field Configurator

Enhanced Fluid Delegation Framework

Fluid Approval for Pushback Supplier Documents

Retain Approval History for Denied Journals

Expand Configurable Questionnaire on Structure Change Request

Expand Look-up Options on Billing Pages

Enhanced Spreadsheet Data Import


FSCM PeopleTools & Technology

Cloud Manager

Learn more:PeopleSoft YouTube Channel

Some Recently delivered key product features

http://www.youtube.com/user/PSFTOracle

HCM Image 37Targeted Features

Copyright © 2020 Oracle and/or its affiliates.14

Recruiting Chatbot

Text Messaging for Recruiting

Multiple Document Upload & Approvals for Life Events

Kibana Health & Safety Analytics

Phone & Email Address Validations

Level 1 Field Support for Page & Field Configurator

Fluid Position Management Enhancements

Profile Level Actions for Self Service Talent Profile

Time & Labor Effective Date for Value Lists

Global Payroll Retroactive Triggers

GPBRA eSocial Update

Confidential – Oracle Internal/Restricted/Highly Restricted15

User Interface Refresh for FluidPeopleTools 8.58

Confidential – Oracle Internal/Restricted/Highly Restricted16

User Interface Navigation Refresh for FluidPeopleTools 8.59 Roadmap

Introducing PeopleSoft Kibana AnalyticsPeopleTools 8.58

Easy to Use for Strategic Decisions

Modern palette of data visualizations

Available from tiles and related content within PeopleSoft

Highly optimized for performance

Security handled within PeopleSoft

No additional license required


http://slc10pof.us.oracle.com:8000/psp/h92text1x/EMPLOYEE/HRMS/?cmd=logout

People are using chatbots more often in everyday life.

Can I get a triple tall latte?

What movies are showing near me

tonight?

How much did I spend on chocolate in

August?

I’d like to request time off on October 1

Where’s the monitor I ordered?

What’s the status of my expense report?

They should be able to use the same familiar interfaces at work, too.

Conversational interfaces


Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted19

Easy communication

24 hours service

Precise and Accurate response

Friendliness and Approachability

Instant response

En

d u

se

r b

en

efi

ts

Inv

esp

cro

Request management

Learning & Development

Top HR Bots

Demo


CD_Chatbot_demo.mp4


✓ Chatbots for students and advisors

✓ Partner Implementation using ODA and Chatbot Integration Framework

✓ Support for over 200 questions personalized based on user role

Loyola Universityhttps://docs.oracle.com/cd/E52319_01/infoportal/loyola_university_chicago.html

86%Success Rate

91%Positive Feedback

https://docs.oracle.com/cd/E52319_01/infoportal/loyola_university_chicago.html


Honeywellhttps://docs.oracle.com/cd/E52319_01/infoportal/honeywell.html

FeaturesConversational interface with PeopleSoft HCM

• Employee Self Service - Employee Profile, Leave, Benefits and Payroll

• Manager Self Service - Approvals, Performance Management, Succession, Self Service Transactions and Reporting & Analytics

• HR policy chatbot for HR queries

Goals ✓ Reduce operating costs by automating common

tasks

✓ Improve user experience for managers and employees

https://docs.oracle.com/cd/E52319_01/infoportal/honeywell.html


PeopleTools 8.57.07 or higher

Application Update Image release

▪ HCM PI 9.2.031

▪ FSCM PI 9.2.033

▪ ELM PI 9.2.020

▪ CRM PI 9.2.018

▪ Campus Solutions PI 9.2.015

Oracle Digital Assistant (ODA) license

▪ ODAP4SaaS – by # of employees

▪ Universal Credits – by # of transactions

Chatbot Pre-requisites

Getting Started with Chatbots


Download Chatbots from ODA Skill/Chatbot Store

2

Choose only the skills you want to deploy Update your skills with new versions

Configure PSFT- ODA Handshake

3

Set up the communication Channel and RESTful service connectivity

License ODA Platform

1

ODA Platform for Oracle Applications Subscription License

* Additional Fee Required


User authentication & data access security

Technical Integration - PSFT to ODA handshake

User Interface – configurations & access provided

Build new chatbots with provided templates

PeopleSoftOracle Digital

Assistant (ODA)


Chatbot Integration Framework (CIF)Requires PeopleTools 8.57.07 or higher

CIF Red Paper

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=77765145858615&id=2558379.1&_afrWindowMode=0&_adf.ctrl-state=13kkvmo540_4

Chatbot roadmap


✓ Absence Management

✓ Company Directory Lookup

✓ Employee Benefits Lookup,

Enroll in Life Events

✓ Paycheck, Withholdings, Direct

Deposit Lookup

• Recruiting – Applicant

Tracking

• Personal Details

✓ eProcurement Status Inquiry, Ordering

✓ Expenses Updates to “My Wallet”

• Projects Inquiry

• Grants Inquiry

• Contracts Inquiry

HCM FSCM

• Inventory Item Inquiry

• Supplier Self Service

• Customer Self Service for eBill Payment

• Maintenance Service Request

• Financials Snapshot


Some Product Enhancements on the roadmap for HCM

• Modernization of Person Data

• Chatbots for Recruiting, Personal Data, Approvals

• Modernization of ePerformance

• Kibana Analytics (Health & Safety, ELM, Absence, T&L, Payroll)

• Employee Text Notifications

• Manager Self Service for Health & Safety

• “Pay Me Now” for Payroll

• Additional non-binary Gender Values

Global Payroll Roadmap

• Global Payroll Chatbot

• Eliminatesadministrative overload

• Provides quick answersto basic information

• First CE → GPUK

Global Payroll Dashboard & Analytics:

• Payroll Analysis

• Payroll Distribution

• Trend Visualizations

• Automated Creation

• Absence ForecastTemplate

• Off-Cycle Groups

Component Lockdown data

• Ability to lockdown data byProcess

• Ability to lockdown data during a period of time

Copyright © 2020, Oracle and/or its affiliates |

ePerformance Modernization

30 Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted [Date]

• Updated, Fluid User Experience

• Action driven • Managers and employees easily

identify what is next

• Conversational• Share review and comments at

any time

• Kudos & Feedback

Fluid Health & Safety

No additional license required (HR)

Fluid Employee Self Service to report incidents

Approvals

Attachments

*Kibana Analytics

*Manager Self Service to approve, report incidents for employees


Fluid Profile Search, Match, Side-by-Side Compare


Job Data and Person Data

Current State



How Cloud impacts PeopleSoft customers?

Oracle Cloud Applications | Oracle Cloud Technologies | Oracle Cloud Infrastructure


1. “Lift and Shift” your PeopleSoft environment to Oracle Cloud Infrastructure (OCI)

2. Leverage Oracle Cloud technologies, like Oracle Digital Assistant and Oracle IoT Asset Monitoring Cloud

3. Transition to Oracle Cloud Applications

Artificial Intelligence

Digital Assistants

Machine Learning

Internet of Things

Database

Leveraging the Cloud

PeopleSoft customers find value moving to OCI

Why?


• Up-to 43% lower TCO vs On-Prem

• Up-to 63% lower TCO vs AWS

• 2-10x faster reporting speed

• No single point of failure

• Migrate in weeks

• Deploy in hours not days

Lower TCO than on-premises andcompeting clouds

Superior performance backed by SLAs

Unique capabilities enhance infrastructure availability, security,and control

Still the PeopleSoft you know. Automate migration and lifecycle management

PeopleSoft working in OCI

How?


+ =TopologyApplication

Packages

Environment Templates

On-PremisesInstances

Cloud Administration

Moveand Improve

Subscribeto Updates

My OracleSupport

Self-Service Provisioning

New Feature Demo

Dev & Testing

End-User Training


Learn About Oracle Cloud Applications

https://go.oracle.com/LP=99112?elqCampaignId=265325




What’s next?

Customer Interactions | Focus Groups | Staying Informed

Continuous, customer interactions

MW


PeopleSoft product roadmap

Ongoing investment

Customer engagements

Idea spaces

Focus groups

Advisory board

42

Customer interactions

• HCM Focus Groups

– 20+ active focus groups

– Recently Added focus groups

o PeopleSoft Test Framework

o Analytics

o Health & Safety

o Questionaire Framework

o Remote Worker

• PeopleSoft HCM Customer Advisory Board

– 30 customers

– Next Membership Period: Mar 2021 – Mar 2023

Copyright © 2020, Oracle and/or its affiliates

https://questoraclecommunity.org/peoplesoft-hcm-focus-groups

https://questoraclecommunity.org/peoplesoft-hcm-customer-advisory-board/


Feature Innovator

PeopleSoft Innovator

Hall of FameFeature InnovatorCustomers adopting delivered strategic features

PeopleSoft InnovatorCustomers with broad transformation initiatives

Hall of FameCustomers fully embraced today’s PeopleSoft

• Receive a Digital Badge for every feature deployed

• Get recognized on PeopleSoftinfo.com

• Receive Innovator certificate

• Special invites to events

• Get a dedicated page on PeopleSoftinfo.com

• Announced at Reconnect

• Award, dinner, event passes, presentation slot

• Get Showcased on PeopleSoftinfo.com

Feature Innovator Requirements

1. Fluid Delegations2. PNA Paysheet Update3. Data Privacy with PFC4. Fluid Position Management5. Offboarding6. HR Business Partner7. Absence Chatbot with


HCM

1. Supplier Contract Mgmt Digital Signature

2. Fluid Supplier Portal

3. Fluid eProcurement

4. Supplier Scorecarding

5. Fluid Mobile Inventory – Physical Inventory, Ad-

hoc Receiving, Delivery Transactions

6. Fluid Expenses Risk Management

7. Fluid Expenses Twilio Integration

8. Integration to IoT Asset Monitoring Cloud

9. Mobile Technician

10. Fluid Asset Tracking

11. Fluid Financial Structure Request

12. Simple Journal

13. Payables Operations Metrics & Homepage

14. Credit to Cash Operations Metrics & Homepage

15. Fluid eBill Payment One Click Pay

16. Fluid eSettlements with PO Flip

ERP

1. Cloud Manager2. Chatbot Integration

Framework3. Drop Zones4. Pluggable AE5. Personalized Analytic

Notifications6. Notification Framework7. Text Notification (TwilIo)8. PeopleSoft Test Framework

Tools

1. Course and Class Search with Elasticsearch

2. Fluid Self-service for Students

3. Common Attribute Framework

4. Data Privacy5. Activity Guides6. Program Enrollment7. Activity Management

Campus

PeopleSoft Innovator RequirementsTwo or More

• Selective Adoption• User experience: Fluid, Classic

Plus, navigation, branding• Configuration and de-

customization• Analytics: Pivot Grids,

Simplified Analytics, PAN, Kibana

• Chatbots with Oracle Digital Assistant (ODA)

• Cloud transformation with Oracle Cloud Infrastructure (OCI) and Cloud Manager

1. Fluid Navigation2. Fluid Approvals3. Many Fluid Features4. Classic Plus5. Elasticsearch6. Analytics: Pivot Grids,

Simplified Analytics, PAN, Kibana

7. Related Information8. Mobile Access for Self Service

PeopleSoft Hall of Fame RequirementsAll or Nearly All

9. Chatbots with CIF and ODA10. Supported Tools releases

(demonstrated)11. Clustered12. Eliminated customization

with PFC13. Isolated customization with

Event Mapping14. Isolated customization with

Drop Zones

15. Gets current at least every 18 mos (demonstrated)

16. Deploys new features annually (demonstrated)

17. PTF for test automation18. Running on OCI19. Using Cloud Manager

PeopleSoft Innovators

Real PeopleSoft customers, delivering real results


PeopleSoft Innovators

King County, WAcloud, configuration,

selective adoption, user experience

Honeywelluser experience - chatbots

Hackensack Meridian Healthfunctional and process

innovations, user experience

University of the Free State

user experience

First Financial Northwest Bank

cloud

Covantacloud

Oceaneeringfunctional and process

innovations

The Catholic University of

Americauser experience

Port of Seattleconfiguration, user

experience

Endeavour Foundation

cloud

See them all:PeopleSoft Innovators

https://docs.oracle.com/cd/E52319_01/infoportal/innovators.html


PeopleSoft Information Portal

www.peoplesoftinfo.com

PeopleSoft CumulativeFeature Overview Tool

www.peoplesoftcfotool.com

PeopleSoft Planned Features and Enhancements

www.peoplesoftpfe.com

PeopleSoft Video Channel

www.peoplesoftvfos.com

Staying informed

