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PeopleSoft Fluid Applications HCM self service

Ravi Munirathinam Group Manager PeopleSoft, Product Management Team November 07, 2014

Oracle Confidential – Internal/Restricted/Highly Restricted

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

Oracle Confidential – Internal/Restricted/Highly Restricted 3


Program Agenda

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Introduction to Fluid Homepage

Employee Self service Homepage

Manager Self service Homepage

Guided Self service

Mobile Approval



Program Agenda with Highlight

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Guided Self service transaction

Mobile Approval



Fluid Homepage


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PeopleSoft Fluid Framework Introduces a number of new features and capabilities that are mobile compatible and allows users to access their Self service transactions anywhere and at anytime.

• Fluid home pages for Managers and Employees

• Transaction specific tiles

• Navigation Bar

• User Personalization

• Notifications

• Conditional Navigation



Advantages of Fluid Framework

• Offers fast and intuitive navigation across PeopleSoft applications.

• Provides consistent user experience irrespective of the mobile device used.

• Can be configured to serve as the entry point for all users.

• Create additional landing pages.

• Add, remove or move tiles.

• Organize tiles based on user needs or preferences.




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Mobile Approval



Employee Self service Homepage Employee homepage is the “landing” page that employees can access on their phone, tablet or desktop to easily access self service transactions.




Employee self service homepage includes the following tiles:

• Personal Details – Provides access to new Fluid page where users can view or update their personal information.

• Time – Provides access to new Time Entry (mobile) application that allow users to enter time, sick leave, or vacation time. Ability to view weekly time and balances.

• Pay – This tile will allow the employees to view their paycheck.

• Benefits – Allow users to review a summary of their enrolled benefits and access to life events and open enrollment.

• Total Rewards – Allow users to access their total rewards information.



Employees can perform their day to day transactions

Employee can view or update their personal information Employees can enter time (punch or elapsed time), sick, leave or vacation time. View balances (vacation and sick) and status of leave request.



View paycheck and enroll in benefits

Employee can view their paycheck for any given period of time

Employees can view their summary of benefits, report change in life events or enroll in benefits.



Employee Self service Homepage …

• Performance – Allow users to access their current and historical performance and development documents. Provide access to their evaluation of others.

• Talent Profile – Provides access to new Fluid page where users can view or update their current talent profile (Profile Management).

• Learning – Users can view announcements, to-do list and review all courses in which they are enrolled.

• Company Directory – This tile will provide access to Company Directory currently available in PeopleSoft HCM 9.2.



View current profile and current learning

Employee can view their current profile and can update the categories for which they are authorized

Employee can view the courses in which they are enrolled and the enrollment/completion status




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Mobile Approval



Manager Self service Homepage Manager self service homepage offers a collection of tiles that provide managers easy access to manage self service transactions.




Manager self service homepage includes the following tiles:

• My Team – Managers can view relevant information about their direct/indirect reports and take appropriate HR actions (Promote, Appraise, Approve etc). Managers can view the team information either using business card view or list view.

• Team Time – Provides summary view of employee’s time exceptions, location information, absence requests and balances. Managers can request absences on behalf of their team members.

• Team Learning – Helps managers to view the team’s enrollment and completion of learning courses.

• Open Jobs – Allow managers to view all of their current openings and the statistics related to fulfillment of the job.



Manager views team details and team time

Manager can view the entire team either using List view or Business card view

Managers can view absence data for their team, report time for team members and approve absence requests.



Detailed view of team learning and open jobs

Manager can view the team learning and the status of the each enrollment

Managers can view all of their current openings and their status



Manager Self service Homepage …

Manager self service homepage includes the following tiles:

• Team Performance – Allows managers to access current and historical performance documents for the organization.

• Team Performance Status – Pivot grid analytic depicting the completion status of current performance document for the manager’s organization.

• Absence Analytics – Displays reported absence by absence type for the team members and allow the managers to approve the reported time using related actions.

• Approvals – Managers can view the approval requests in queue, filter or sort by different criteria, approver or deny requests and see history of approvals.



Analytics for Managers

Managers can view the performance appraisal status of their organization and act accordingly

Managers can view absence data for their team and take informed decisions.




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Mobile Approval



Guided Self Service Transaction for Managers

• Guided Self Service provides a configurable solution to combine multiple Manager Self Service Core HR transactions into a single compound process.

• PeopleSoft is delivering the following compound transactions out of the box: Promote Employee (with pay), Transfer Employee (with pay), Full/Part Time Status Change and Adhoc Salary Change.

• Organizations can combine any of the following Self Service transactions and create their own guided process. Request Reporting Change, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time status, Retire Employee, Terminate Employee and Adhoc Salary Change.

• Transactions requiring approval are routed to the approver based on the approval workflow configuration.



Guided Self Service Transaction

Organizations can add questions which will guide the users to complete the compound transactions.

Based on the answers to the questions guided process will take the users through required steps and aid in completing the transaction.




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Mobile Approval



Mobile Approvals

• PeopleSoft Mobile Approval offer customers the ability to unify approvals across products and pillars in one place using intuitive user interface.

• Ability to approve transactions one at a time or approve more than one transaction at a time (Mass Approval).

• Users can approve the transaction on their Smartphone, Tablet or Desktop.

• Provide the ability to approve transactions via email without having to login to the application.



Approve transactions using mobile devices

View transactions pending approval using phone and tablet device

User is able to drill down to specific transaction from the summary view



Safe Harbor Statement

The preceding 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.


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