peoplesoft hcm update and roadmap: innovative solutions ... · employee/manager self-service fluid...

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PeopleSoft HCM Update and Roadmap: Innovative Solutions for Today's HR

Confidential – Oracle Internal/Restricted/Highly Restricted

Robbin VelayedamSenior Director, Product ManagementPeopleSoft HCM

December 2018


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.


PeopleSoft HCM @ Open World

• 12 HCM Sessions

• Key Focus Areas

– Functional Product Demos

– Configuration Tools

• Customer Presentations

– 15 Customer Presenters

– Product Proof Points

– Panel Discussions

• Demo Pod

• PeopleSoft Customer Reception


Key U.S. Conferences - 2019

Conference Focus Dates Location Notes

Alliance Higher Ed, Public Sector

Mar 3 - 6 Orlando, FL HEUG, PSUG

Customer Advisory Board

Strategic Counsel May 14 – 16 Redwood Shores, CA

Invite Only

Collaborate Technology & Applications

Apr 7 - 11 San Antonio, TX Quest Event

Partner Summit Discussion & Education

April TBD Registration Required

Reconnect PeopleSoft Only July 16 – 19 Chicago, IL Deep Dive Sessions

Oracle Open World

Oracle Technology Sep 15 – 19 San Francisco, CA


HCM Image #28 - Highlights• Fluid Benefits Open Enrollment• Fluid Timesheet - Manager Self Service • Fluid Payroll WorkCenter – PNA / GP• Fluid Compensation History• Administrator View of On-Boarding• Fluid Company Directory

• HR Administrator Org Chart Export• Display Empty Positions

• Data Privacy Framework - Sensitive Data Masking• US Fluid PNA Year-End Forms• Fluid Employee Snapshot

• Learning Integration and Tile • Related Actions and Navigation Collection Updates

• Profile Management• Viewing Historical Profile Items in Fluid• Support for Multiple Profiles

• Recruiting Candidate Application Status


State of the Union – PeopleSoft HCM

PeopleSoft HCM Customers are With Us

70% +PeopleTools 8.55 or 8.56

3,500~HCM customers worldwide

60% +On Fluid

75% +adoption rate of latest release

60% +adopted new features over the past 12 months

55% +Get Current Once or Twice a Year

Confidential – Oracle Restricted

MW

* 450~ customers surveyed from PeopleSoft Focus Groups


Customer News – Selective Feature Adoption

Fluid Candidate Gateway Fluid Direct Deposit/W-4 Classic Plus


Customer News – Selective Feature Adoption

Employee Snapshot Onboarding Guided Manager Self Service


Onboarding - Tupperware


Boise Cascade – Employee Self Service


Allen & Overy – Employee Self Service

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |17

http://www.peoplesoftinfo.com/


High-Level Goals for Today’s HREnable Compliance

• stay or become compliant to local, state and global personnel legislative and regulatory requirements

Empower Administrators• do our job better, faster with minimal errors

• capture and mine employee talent and profiles; attract the right talent

Strategic Partnership• maximize our investment in the applications we already license

• deploy features faster; stay modern

• avoid, eliminate, or remove customizations

Employee Engagement & Retention• engage with employees; keep them motivated

• ensure employees are doing the job they are best equipped to do


HCM New Development

• Employee Survey

• Company Directory

• Chatbot

• Fluid Workcenter for Admins

• Fluid Timesheet

• Employee Self Service with HelpDesk

• Data Privacy Framework

• Fluid Benefits Open Enrollment

19


Time & LaborFluid Timesheet

• Enhanced Fluid Design

• Allow entry of Elapsed or Punch Time

• Used by Time Reporters, Managers, and Administrators

• Indicators for Non-working days, Holidays, Schedules, and Absences

• Added Configurability for links, approvals, and fields

• Ability to limit prompt values: Project, Project Activity

Confidential – Oracle Internal/Restricted/Highly Restricted

../Conferences/OOW 2018/OOW 2018 TL ESS Demo.mp4


Fluid Benefits Open Enrollment

• Simple, intuitive, modern activity guide

• Fluidize & Enhance current functionality

• Streamline the enrollment process for benefit life cycles

– Open Enrollment

– Life Events

– On Boarding

• Leveraging Fluid Activity Guide Framework

• Customer Personalization

• Enroll using Mobile Devices

• ~50 Customers Provided Design Input

http://slc10png.us.oracle.com:8000/psp/h92oepm2x/?cmd=login&languageCd=ENG&


Fluid Organization Chart (Company Directory)

Oracle Confidential – Internal/Restricted/Highly Restricted 22

• Configurability of fields and view

• Global, consistent setting for phone number and position title display

• Display vacant positions

• Export / download / print org chart

• More ways to navigate to org chart

• Analytics

http://slc10pnf.us.oracle.com:8000/psp/h92cdoowx/?cmd=login&languageCd=ENG&

http://slc10ppr.us.oracle.com:8000/psp/h92cdqstx/?cmd=login

http://slc10pnf.us.oracle.com:8000/psp/h92cdoowx/?cmd=login&languageCd=ENG&

http://slc08cmi.us.oracle.com:8000/psp/h92cddmox/?cmd=login&languageCd=ENG&

http://slc11sja.us.oracle.com:8000/psp/h92ohug1x/?cmd=login&languageCd=ENG&

http://slc08cmi.us.oracle.com:8000/psp/h92cddmox/?cmd=login&languageCd=ENG&


Employee Survey & ScreeningFramework for Recruiting & Other Transactions

Assist Customers in Maximizing Screening Functionality

• Provide a simple selection for Preference questions

• Multiple choice, open ended questions, date questions can be intermixed

• Preference questions can be required

• Ability to add additional Preference Questions

• Preference questions continue to be used in Screening

http://slc07kwa.us.oracle.com:8000/psp/h92qfoowx/?cmd=login&languageCd=ENG&


Fluid Work Center

Key Drivers

– Provide a “One-stop shop” solution for the Payroll Administrator

– Provide an end-to-end coverage of Payroll Business Processes

– "Checklist” like approach

– Configurable and Personalizable

– Role-based and Secure

–Modernize and automate the Payroll Process

– Fluid

– VFO www.youtube.com/watch?v=qHaeZYlbBrk


Global Payroll, Absence, Payroll for North America, Time & Labor

http://slc08amf.us.oracle.com:8000/psp/h92rd111x/?cmd=login&languageCd=ENG&


Data Privacy FrameworkEnhancements to Help with Global Data Privacy

• Identify Personal and Sensitive Data

• Provide Options for Field Level Security at the Application Level

• Provide Options to Erase Data from Your System

• Capture Employee Consent to Use Data


Data Privacy Framework

✓ Personal and Sensitive Data Cross Reference Spreadsheet

✓ Functionality for Delete Employees, Person IDs, and Applicants

✓ Data Masking for Date of Birth, Bank Account Numbers, National IDs

✓ Acknowledgement Framework for capturing Consent

https://blogs.oracle.com/psftlegupdates/managing data-privacy within-peoplesoft-hcm

https://blogs.oracle.com/psftlegupdates/managing-data-privacy-within-peoplesoft-hcm


Data Privacy FrameworkConsent & Acknowledgement

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential

Data Privacy Framework

28

• Data masking of additional data:– Passport Number

– Drivers License Number

– Visa

– Citizenship

– Preferred Name, Gender

• More granular security for additional fields such as country, address type

• Configurable security for any personal or sensitive data field on any transaction– Full or partial masking – custom masking templates can be defined

– Hide or make display only

• Online Component to Identify Personal and Sensitive Data references


PeopleSoft HR HelpDeskIntegration with HCM Self Service

• An easy to configure integration between HR Helpdesk and HCM Self-service components in fluid

• Following options will be available to be configured on any Employee/Manager Self-service Fluid page in HCM:

– Contextual Recommended Help • Display Top Solutions, FAQs based on the context

– Solution Search

• HCM users can search for Solutions in CRM and find instant help

– Create Case

• HCM Users can submit a HRHD Case from HCM Self-Service page

• System can auto-populate the Case details based on the context

http://slc07kym.us.oracle.com:8000/psp/p91psoowx/?cmd=login&languageCd=ENG&


Enhancements to Position Management• Effective Sequencing of Transactions

‒ Solution for Multiple Updates on the Same Effective Date‒ Corrections to Pool Funding‒ Simultaneous Employee Transactions

• Fluid Capabilities‒ Better Usability and Search‒ Guided Process for creating, cloning, and maintaining Positions‒ Configure Displayed Pages and Fields‒ Quick Summary and Historical Records Views‒ Attachments

• Usability Improvements‒ Functional grouping of fields‒ Reviewing exceptions‒ Approvals

http://slc10pou.us.oracle.com:8000/psp/h92bbpm3x/?cmd=login&languageCd=ENG&


Delegation Framework - Scope• Fluidize, Modernize, and Enhance the Classic Delegation Framework

• Keep Classic Functionailty where appropriate

– Ability to define Multiple Proxies

– Ability to define Multiple Transactions

– Keep visibility of actions performed by Proxy

– Ability to reassign pending tasks

• Enhance Cascading Functionality

– Provide ability to define which transactions can be cascaded

– Define Pool of Proxies who can be used

– Allow only one level of cascading – otherwise revoke and reassign

– Keep visibility of actions performed by cascaded Proxy


What do we mean by Chatbot?

Oracle - Restricted

Short for chat robot, a technology that simulates human conversation, or chat, through artificial intelligence

Chat bots used for these purposes are typically limited to conversations regarding a specialized purpose


Chatbot for Absence Management• Oracle Intelligent Bots Content Service Application

• PeopleSoft Absence Management

• Initial Use Cases

– Request Absence

– Request Absence Balance

– Forecast Absence Balance

• Development Proof of Concept Complete

• Customer Focus Group Underway


http://chtbtoow-lnxft-1.ad3sub.myworldnet.oraclevcn.com:8000/psp/peoplesoft01/?cmd=login&languageCd=ENG&


PeopleSoft HCM Focus Groups•Cross Pillar

– PeopleSoft Test Framework

– Approvals & Delegation

•Chatbot

•20+ Focus Groups

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

peoplesoft hcm update and roadmap: innovative solutions ... · employee/manager self-service fluid...

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