Oracle’s PeopleSoft Human Capital Management and Enterprise
Learning Management 9.2
October 2012
Prerelease Notes for PeopleSoft Human Capital Management and
Enterprise Learning Management 9.2
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
This software and related documentation are provided under a
license agreement containing restrictions on use and disclosure and
are protected by intellectual property laws. Except as expressly
permitted in your license agreement or allowed by law, you may not
use, copy, reproduce, translate, broadcast, modify, license,
transmit, distribute, exhibit, perform, publish, or display any
part, in any form, or by any means. Reverse engineering,
disassembly, or decompilation of this software, unless required by
law for interoperability, is prohibited.
The information contained herein is subject to change without
notice and is not warranted to be error- free. If you find any
errors, please report them to us in writing.
If this is software or related documentation that is delivered to
the U.S. Government or anyone licensing it on behalf of the U.S.
Government, the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs, including any operating
system, integrated software, any programs installed on the
hardware, and/or documentation, delivered to U.S. Government end
users are “commercial computer software” pursuant to the applicable
Federal Acquisition Regulation and agency-specific supplemental
regulations. As such, use, duplication, disclosure, modification,
and adaptation of the programs, including any operating system,
integrated software, any programs installed on the hardware, and/or
documentation, shall be subject to license terms and license
restrictions applicable to the programs. No other rights are
granted to the U.S. Government.
This software or hardware is developed for general use in a variety
of information management applications. It is not developed or
intended for use in any inherently dangerous applications,
including applications that may create a risk of personal injury.
If you use this software or hardware in dangerous applications,
then you shall be responsible to take all appropriate fail-safe,
backup, redundancy, and other measures to ensure its safe use.
Oracle Corporation and its affiliates disclaim any liability for
any damages caused by use of this software or hardware in dangerous
applications.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 3
Contents
Related Resources
.............................................................................................................................
5
Video Feature Overviews
...............................................................................................................
6
PeopleSoft Information Portal
.........................................................................................................
7
PeopleSoft Search
..........................................................................................................................
9
Pivot Grids
....................................................................................................................................
12
Embedded Help
............................................................................................................................
13
PeopleSoft Continuous Delivery Model
........................................................................................
16
PeopleSoft Update Manager
........................................................................................................
17
PeopleSoft iPad Certification
........................................................................................................
18
PeopleSoft Interaction Hub
...........................................................................................................
18
Core Human Resources
...............................................................................................................
22
October 2012
4 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Enterprise Learning Management
(ELM)......................................................................................
57
Recruiting
......................................................................................................................................
73
Benefits
.........................................................................................................................................
94
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 5
Introduction
Purpose of This Document
This document provides an overview of the new features and
enhancements planned for Oracle’s PeopleSoft Human Capital
Management and Enterprise Learning Management 9.2. It is a road map
intended to help you assess the business benefits of upgrading to
PeopleSoft Human Capital Management and Enterprise Learning
Management 9.2 and to plan your IT projects and investments. “HCM”
is used throughout this document as a means of grouping our
extensive family of products. More information about all our
products can be found on our Oracle PeopleSoft
Applications page.
This document is only a preliminary version and is not subject to
your license agreement or any other agreement with Oracle. The
final version will be the PeopleSoft Human Capital Management and
Enterprise Learning Management 9.2 Release Notes. This document
contains intended developments and functionalities and is not meant
to be binding on Oracle to any particular course of business,
product strategy, or development. Please note that this document is
subject to change by Oracle at any time without notice.
Note. Only those products that have significant enhancements are
mentioned in this release document.
Related Resources
This section discusses four publications that provide in-depth
technical and functional information for new and enhanced
functionality in release 9.2. In many cases, the content in this
document may have originated in the referenced documents.
Statement of Direction
The statement of direction typically is published 9 to 12 months
prior to a release. It provides a high- level overview of the major
focus of product development efforts, enabling high-level business
decision makers to begin preliminary upgrade planning.
October 2012
6 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Release Value Proposition
The release value proposition provides more functional details than
the statement of direction, identifies major enhancements, and
articulates the expected business benefit. This document is
designed to help you to determine whether new product features
might warrant upgrading from an old release or embarking on a new
implementation. With this information, managers will be able to
initiate preliminary budget planning and begin putting together a
project team to further evaluate specific products.
See PeopleSoft Human Capital Management 9.2 Release Value
Proposition.
Prerelease Notes
Prerelease notes provide more functional and technical details than
the release value proposition. This document describes how each
enhancement functions within the context of the greater business
process. This added level of detail should enable project teams to
answer the following questions:
What out-of-the-box functionality will change?
What customizations may be affected?
How will an upgrade or new implementation affect other
systems?
How will these changes affect the organization?
After the project team has reviewed and analyzed the
prerelease notes, business decision makers should be able to
determine whether to allocate budget and initiate implementation
plans.
Release Notes
Release notes are published at general availability (GA) and
validate the final scope of the release. The release notes discuss
the features and enhancements that are available with the GA
release of each product, describing the finalized functional and
technical details that will enable project teams to confirm budgets
and complete implementation plans.
Cumulative Feature Overview Tool
The Cumulative Feature Overview Tool helps you plan your upgrades
by providing concise descriptions of new and enhanced solutions and
functionality that have become available between your starting and
target releases. You simply identify the products that you own,
your existing release, and your target implementation release. With
a single click, the tool quickly produces a customized set of
high-level, concise descriptions of features that have been
developed between your starting and target releases. The tool’s
output is a Microsoft Excel spreadsheet, so you can easily
manipulate and sort the results any way you wish or copy the
content into other implementation planning documents.
See PeopleSoft HCM Cumulative Feature Overview
Tool.
Video Feature Overviews
PeopleSoft creates Video Feature Overview webcasts developed by
PeopleSoft Information Development with input from Oracle
PeopleSoft Development and Strategy Organizations. These videos are
generally five minutes or less in length and provide a fantastic
overview of the feature being highlighted. There are also direct
links elsewhere in this document to specific Video Feature
Overviews in those sections where the feature is being discussed.
So if you encounter a feature description in these Prerelease Notes
and there’s an associated Video Feature Overview link, you can
choose to watch the video to learn about the feature’s
functionality.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 7
If you are an existing Oracle/PeopleSoft customer, you can view
some Video Feature Overviews for upcoming 9.2 features on this My
Oracle Support, password protected PeopleSoft Video Feature
Overviews for 9.1 Feature Packs and 9.2 page.
If you are not currently an Oracle/PeopleSoft customer, you can
enjoy our public-facing Video Feature Overviews on
our YouTube Channel.
PeopleSoft Information Portal
PeopleSoft works hard to be sure you have as much information as
possible about our applications and technology. The PeopleSoft
Information Portal provides you with a single entry point to
locate the documentation, training, and other useful information
you need to help with your implementation process and improve your
daily experience with our products. The portal includes our popular
Information Solution Sheets (in downloadable PDF format) and links
to our applications community, online help and support.
Social Media
You will find lots of great information about PeopleSoft
applications and technology through various social media platforms.
Some of the information may pertain to this current release. We
recommend you subscribe to the PeopleSoft social media sites to be
kept current on the latest news and information from PeopleSoft.
Direct links are provided below for your convenience.
Applications Strategy Blog
Legislative Updates Blog
October 2012
8 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Executive Summary
PeopleSoft Human Capital Management (HCM) is a world-class, HCM
solution for organizations of every size, region, and industry.
Only Oracle has a global, web-based, single system HCM solution
that covers every aspect of the HCM road map—from core human
resources (HR) transactional functionality through service
automation and delivery to integrated enterprise talent management
solutions.
Businesses are continuously being asked to do more with less.
PeopleSoft HCM and ELM 9.2 focus on Simplicity, Productivity, and
Lower Total Cost of Ownership. By delivering simple, streamlined
business processes with embedded information, Employees can
complete their transactions quickly, access the information they
need without interrupting their transactions, and can complete
their tasks without requiring assistance. Managers are alerted to
the tasks that need their attention and can complete those tasks
efficiently, allowing them to be more productive. And with the
flexible options and wide capabilities of both the application and
the toolset, Administrators can develop and configure business
processes that truly have positive impacts on business
performance.
We continue 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.
Information regarding the product roadmap and the continued
evolution of the PeopleSoft HCM applications can be found on
the Oracle PeopleSoft Human Capital Management web
site.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 9
Enhancements That Are Common To Multiple Applications
Oracle continues to deliver enterprise-wide features that enhance
your ownership experience and help you run your business more
efficiently and profitably. With the release of PeopleSoft Human
Capital Management and Enterprise Learning Management Release 9.2,
Oracle delivers:
PeopleSoft Search
Pivot Grids
Embedded Help
PeopleSoft Continuous Delivery Model
PeopleSoft Search
Play Now
Human resource and learning applications contain a wealth of data,
but finding information in them quickly can be difficult.
PeopleSoft Search uses Oracle’s Secure Enterprise
Search engine and PeopleSoft Search Framework to enable global
and keyword contextual searching so users can find the right
information quickly in the PeopleSoft applications.
PeopleSoft Search capabilities were initially available as part of
the continuous delivery model on the PeopleSoft HCM and ELM 9.1
releases. We have continued to expand and enhance these
capabilities in the PeopleSoft HCM and ELM 9.2 releases.
With PeopleSoft Search integrated into HCM and ELM, users can
interact with the application in a new way. From one keyword search
entry field at the application level, users are able to search for
and further refine their results to quickly pinpoint the
information they need globally across the application.
Actions related to the search results are available with one
click, enabling business processes to begin directly from the
search results without requiring menu navigation. This
functionality increases productivity by significantly reducing the
steps required to complete many business processes. The results
returned and any actions available to the user are based on their
access level, keeping your data secure.
October 2012
10 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
At the component level, keyword search pages are enabled for
some components to enhance the current search capabilities for
administrators.
Global Search with Related Actions
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 11
The preconfigured search definitions, or SES indexes, that Oracle
delivers in the HCM and ELM 9.2 releases are listed below.
Person
Garnishments*
Learning (This search definition exists in the ELM database,
and can be configured as a remote
search from HCM)
*These search definitions are available for both the Global Search
and the component Keyword Search Page search features. Additional
Pay, General Deductions, and Garnishments are grouped under Payroll
for North
America in Global Search.
In addition to the new search definition, a new My
Associations facet is delivered for some of the search indexes
to quickly identify results that are related to the user.
Additional search fields are added to the Job Data search, allowing
administrators to search based on Pay Groups and National ID.
October 2012
12 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Pivot Grids
Play Now
As organizations enable managers to make more strategic
decisions on their talent, it is critical to empower them with the
proper tools to support this while maintaining data privacy. Pivot
Grids were introduced in PeopleTools 8.52 to provide self-service,
interactive analytical grids and charts for users to slice and
filter data.
Organizations can easily deploy the dynamic reporting and analytics
capabilities of pivot grids embedded within transactional pages to
support key personnel, organizational, and compensation decisions.
Pivot grids allow users to view the data within the context of the
transaction, eliminating the need to export data to a spreadsheet,
thereby ensuring proper data security.
Pivot Grids use PS Queries as the basis to gather the data and then
transform the results into easy to use pivot tables or charts.
Customers can utilize the delivered pivot grids, or quickly
configure their own using a 5-step setup wizard based off of any PS
Query.
PeopleSoft HCM and ELM 9.2 deliver multiple pivot grids in the
following areas:
Core HR
Time and Labor
Talent Acquisition Manager
Examples of the pivot grids are detailed in the product sections
below. For more information on Pivot Grids, see the PeopleTools
8.52 Release Value Proposition document on My Oracle Support.
See Also
Time and Labor Workcenter
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 13
Embedded Help
Many tasks that Employees, Managers, and Administrators need to
complete within an HCM or ELM application only need to be completed
on an occasional basis but can involve several steps. PeopleSoft
HCM and ELM 9.2 continue to streamline and simplify these tasks for
the users. By delivering embedded help for key transactions, users
are able to access the information they need to navigate
efficiently through these unfamiliar tasks and complete their
transactions.
Detailed, embedded help now appears to users when they select the
information icon available on group boxes, grids, or scrolls on a
page. These page-specific instructions are designed to help users
quickly understand what they need to do to complete the specific
task at hand. The help appears in a modal window that can be moved
but remains visible as users navigate through the page. Embedded
help is easily configurable, enabling organizations to create,
edit, and provide their own embedded help text, ensuring that it
fits their particular business processes and meets the needs of
their users.
Embedded help was initially delivered as part of the continuous
delivery model in the PeopleSoft HCM and ELM 9.1 releases for many
key transactions. Embedded help for many additional self service
and administrative transactions are delivered in the HCM and ELM
9.2 releases.
Embedded Help for Reverse/Adjust Paychecks
October 2012
14 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
New PeopleSoft Online Help Solution
PeopleSoft is always searching for new ways to help our customers
be more productive and efficient while using our applications.
Based on industry best practices and customer feedback, we have
redesigned our PeopleSoft help solution to include the following
enhancements:
A modern user interface to engage with our application help
content.
A new content structure that allows for a more intuitive
help-content to application-page
relationship.
Business Process Map (BPM) graphical integration and
navigation with the online help
documentation.
Embedded media, such as feature demonstration videos and
audio files.
Starting with 9.2, PeopleSoft delivers our new help solution
interface that looks and functions much like a website rather than
our past book format structure for help documentation.
The new help solution offers you a navigation option similar to the
websites you’re already familiar with using on a daily basis.
You have multiple ways to navigate to help information. You are
able to access information:
Through the Help link on the application pages.
By browsing the related Business Process Maps.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 15
By browsing by product.
By using search mechanisms.
PeopleSoft’s new help solution offer s the same r obust
documentation you’ve come to expect from us, but with many more
options to access the help easily and quickly.
October 2012
16 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
When viewing the Business Process Maps that are delivered with our
help documentation, you are able to click on links at various
stages in the business process flow and be taken directly to the
help documentation for that page.
Along with the new help solution we continue to deliver our
very popular hosted documentation and downloadable PDFs. No matter
how you might want to access our help documentation, PeopleSoft has
made every option as easy and informative as possible.
PeopleSoft Continuous Delivery Model
Play Now
Oracle is committed to protecting the value of your software and
delivering a superior ownership experience by continuing to support
and invest in the PeopleSoft applications that you’re
running.
As a part of this commitment to our customers, we are going
to continuously deliver new capabilities and features for the
industry-leading PeopleSoft applications – outside of
major releases. We plan to do this in a manner that is less
disruptive than an upgrade or reinstallation.
PeopleSoft plans to accomplish this by delivering new features and
capabilities within each calendar year between major releases. We
refer to these new features and capabilities as Feature Packs. You
can obtain them through several existing mechanisms, such as:
Bundles and individual postings
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 17
If you are a PeopleSoft customer and your organization is already
live on the current release, you can obtain the latest capabilities
by deploying either cumulative or delta maintenance packs,
maintenance bundles, or individual postings. These include
maintenance and feature packs as described in your
documentation.
If you are upgrading from a previous release, or if you are a new
customer installing the current release, you can make sure you have
the latest capabilities by deploying the most recent revision recut
from the Oracle Software Delivery Cloud.
The Revision recut media includes the latest General Availability
software release, all of the maintenance postings up to the date of
the revision recut, and all of the feature packs up to the date of
the revision recut.
PeopleSoft plans on delivering Feature Packs at different times and
over the course of a year between major releases through
maintenance packs, bundles, and individual postings. Revision
Recuts are planned for annual delivery through the Oracle Software
Delivery Cloud. PeopleTools releases are planned for annual
delivery through the Oracle Software Delivery Cloud. And new
PeopleSoft application releases are planned for delivery every
three years through the Oracle Software Delivery Cloud.
PeopleSoft Update Manager
Play Now
PeopleSoft Update Manager provides the tools a customer needs to
reduce time, effort, and the cost of PeopleSoft application
maintenance. On a regular schedule, PeopleSoft will deliver the
most current PeopleSoft applications code and objects in the form
of a PeopleSoft Update Image on a Virtual Machine. PeopleSoft
Update Manager utilizes familiar tools like Change Assistant and
Change Packager and provides a way for customers to select what
they want to patch to their environment. With PeopleSoft Update
Manager:
Your environment does not have to be current on
maintenance.
You can select a single fix and have the system
automatically find the needed prerequisites to go
with that fix.
You can “get current” on fixes by having the system generate
a custom change package that suits
the current state of your environment.
Lifecycle Management
Cost and effort should no longer be the primary factors when
customers decide whether to stay current on application patches and
fixes. Unfortunately, the current process of patching with bundles
and maintenance packs has made maintenance very expensive and time
consuming. Some customers have tried to pick only some critical
fixes only to find problems and costly delays when trying to apply
critical, as-needed patches. Other times, customers have run into
problems trying to discern the interdependency between patches.
These kinds of problems compound over time and make it very
difficult to get back to a fully patched environment.
October 2012
18 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
The PeopleSoft Update Manager tool alleviates many of these
patching issues by:
Making it quick and easy to download a current PeopleSoft
Update Image with the VirtualBox
technology.
Providing the customer with the ability to search on
specific fixes by bug ID or by specific object
reference.
Generating a custom change package based on the customer
selection and the patches already
applied to the customer environment.
Drawing updated objects from the most current PeopleSoft
Update Image.
Automatically including prerequisite and post-requisite
updates.
Providing the customer with a change package where each
distinct object is called out only one
time and applied only one time in the correct sequence.
With the new update manager tool, there will be no more
prerequisite bundles or maintenance packs. The custom change
package contains only those required objects based on the customer
selection; only one package needs to be applied; and distinct
objects are applied only once to the customer environment.
Customers will see immediate benefits in reduced time and effort
for analysis and preparation, patching, and patching verification
and validation.
PeopleSoft iPad Certification
Play Now
The Apple iPad and other tablet devices are growing in popularity,
and now you can use these devices to access your PeopleSoft
applications. PeopleTools 8.52 is certified on the Safari browser
on an iPad running version 4.2 or later.
The iPad makes your PeopleSoft dashboards even more effective at
providing important information at- a-glance. The certification of
the Apple iPad browser enables you to view virtually all of the
PeopleSoft application pages. That means you don’t have to wait for
the development of multiple n ative iPad applications.
The PeopleTools certification on the Safari browser offers you not
only the ability to use dashboards and workcenters on your iPad,
but you can do almost anything on your iPad that you can do on your
desktop systems. This exciting user interface platform has
unlimited potential for enabling you to access your PeopleSoft
application content from your mobile devices.
PeopleSoft Interaction Hub
The PeopleSoft Applications Portal has just been re-branded as the
PeopleSoft Interaction Hub. As part of our ongoing efforts to
deliver a richer user experience to PeopleSoft customers,
PeopleSoft is now offering an extended restricted use license
(login required) of the PeopleSoft Interaction Hub free with
PeopleTools. This change extends the existing restricted use
license to include the following additional capabilities:
Dynamic Unified Navigation. Enables customers to easily
provide seamless, unified navigation
among their entire PeopleSoft application portfolio.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 19
Site-wide branding. Makes it easier to brand your ecosystem
and provide a vivid, contemporary
appearance for your applications.
These additions augment the capabilities provided in the previous
restricted use license, which remain available: creation and use of
collaborative workspaces, and pre-built collaborative services for
use in related content.
PeopleSoft is moving to deliver a contemporary user experience for
your application users, and this license change supports that
direction. In addition, the name change reflects our positioning of
the PeopleSoft Interaction Hub as a primary means for unifying your
PeopleSoft ecosystem, and providing a richer, web-site-based user
experience rather than a pillared, application-based
experience.
If customers want to use the PeopleSoft Interaction Hub for
traditional portal purposes, they can employ the PeopleSoft
Interactions Hub’s full capabilities such as multiple site
deployment/management and content management by buying the full,
unrestricted license. We are continuing to enhance the product. It
remains part of Applications Unlimited and we have some exciting
features planned.
PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations
Talent Management applications enable you to understand your
current workforce—what skills you have available and where they are
being used. To best manage your business you need to understand
what skills are critical to your organization and how well people
with those skills are performing. You also need to anticipate where
shortages of people, skills, or both a re likely to occur. Oracle’s
PeopleSoft Talent Management applications empower you with that
information so you can take action to acquire, develop, and retain
your best workforce.
To ensure that our customers have the most current talent
management options possible, Oracle provides PeopleSoft Talent
Management 9.2 to PeopleSoft HCM 9.1 Integrations to connect our
Talent Management 9.2 and Human Resources and Time and Pay 9.1
applications. These easily configurable integrations enable our HCM
9.1 customers to take advantage of the Talent Management 9.2
business process enhancements while retaining their existing HCM
9.1 implementation.
PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations
provide PeopleSoft HCM 9.1 customers the ability to leverage the
newest Talent Management 9.2 applications without requiring a full
upgrade to PeopleSoft HCM 9.2. Because you’ll maintain your
valuable data in a consistent PeopleSoft-to-PeopleSoft approach
when using PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1
Integrations, the time and resources required to maintain your
system data is reduced and simplified. Some of the benefits
include:
Consistent employee information
Recruiting Solutions
October 2012
20 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
ePerformance
Compensation
Career and Succession Planning
PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations
highlight Oracle’s continued dedication to delivering greater
capabilities to our customers with more flexibility and less
disruption to their daily business operations. If you are an HCM
9.1 customer and you want the opportunity to license the new HCM
9.2 Talent Management applications and implement without an upgrade
of your HCM 9.1 data, this solution offers you that option. Some of
the benefits these integrations will provide you are:
Protecting and leveraging your existing investment in
PeopleSoft.
Deployment of industry-leading talent functionality that
provides best-in-class, enterprise level
Talent Management.
Increase in user adoption and a decrease in training costs
resulting from a consistent user interface
and an enhanced user experience.
Maintaining a common security model that enables single sign
on, streamlines processes, and
reduces the cost of security maintenance.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 21
PeopleSoft Human Capital Management and Enterprise Learning
Management Release 9.2 Enhancements
PeopleSoft Human Capital Management (HCM) is a world-class, HCM
solution for organizations of every size, region, and industry.
Only Oracle has a global, web-based, single system HCM solution
that covers every aspect of the HCM road map—from core human
resources (HR) transactional functionality through service
automation and delivery to integrated enterprise talent management
solutions.
We continue 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.
PeopleSoft Human Capital Management and Enterprise Learning
Management Release 9.2 deliver enhancements in these areas:
Core HR
Core Human Resources
PeopleSoft Core Human Resources continues to demonstrate innovation
in delivering new ways to administer Human Resources for all users
in the organization. In the PeopleSoft HCM 9.1 FP2 product release,
we delivered significant enhancements that enabled multiple ways to
navigate through Related Actions on the Organization Viewer,
Manager Dashboard, and Talent Summary as well as through our
Application Search. With more responsibility on managers and
workers, it was critical to support this new paradigm.
Org anization V iewer Video Feature Overview
Play Now
Play Now
Play Now
In PeopleSoft HCM 9.2, we continue to focus on simplifying the
interactions of managing and administering talent within an
organization. As part of this investment, we are introducing new
features:
Smart HR
Profile Management Enhancements
Smart HR
Smart HR is an extension of the feature delivered in a previous
release commonly referred to as SmartHire or Template-Based Hires.
Smart HR takes Smart Hire many steps forward by enabling you to
configure any Personal Data, Job Data or Profile data transaction
to simplify the user experience for the more general user. This
could be a local HR administrator or a responsible manager that has
access to administer many transfers or hires. Smart HR, similar to
Smart Hire, enables you to configure your templates to
automatically make them effective as soon as they are entered or
require an Administrator or HR to review or complete. This
provides significant flexibility in configuration for the local
administration of changes that occur frequently without requiring
full administration on the part of HR.
Smart HR provides the configurability setup of the template by
section as well as configures prompts. In addition to what is
displayed on the page, you are also able to define the user’s
experience in accessing sections. Once the Smart HR template is
configured, security is granted to the user and they can access the
correct template as well as applied data security.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 23
Setting Up Template Transaction Types and Templates
Use the new Template Transaction Type component to identify a
templates use, indicate what sections are permitted in a template,
and define which components will be updated during the Smart HR
process. Transaction types can also be used to determine which
users have security access to a template.
The Template Transaction Type component, Components page showing
which components will be updated when using this template
Associating the transaction type with a template
October 2012
24 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
You can also indicate whether the section should be displayed in
Tabular format or Grid format. The Grid format is for multi-row
sections such as Profile Management items, addresses, phone
numbers, e- mails, and so forth.
Smart HR – Sections Configuration
Adding and Managing Transactions
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 25
A new Manage Transactions component enables HR Administrators
to view hire and non-hire transactions that are in draft status,
require HR review prior to committing to the database, encountered
errors upon saving and require a HR administrator's review to
complete the transaction, or to view a list showing all
transactions with these statuses.
Manage Transaction page
Headcount Pivot Grids
PeopleSoft HCM 9.2 uses the new pivot grid technology available
with PeopleTools 8.53 to deliver headcount pivot grids. Pivot Grid
functionality provides grid and chart visualization, the ability to
filter data by any dimension and drill down on facts to the
individual detail level. Using Pivot Grid functionality to generate
a headcount report enables the end-user to generate and view
headcount information in a graphical format as well as pivot and
filter data to present data from different views for
analysis.
As part of PeopleSoft HCM 9.2, we deliver four pivot
grids:
Administrator – Headcount Movement
Enables administrators to compare the distribution of the
organizational population by employee,
contingent worker, and persons of interest, based upon current job
effective dated rows.
Administrator – Current Headcount Profile
Shows administrators all job actions that occurred during the
specified reporting period.
Manager – Headcount Movement
Allows managers to compare the distribution of the
organizational populat ion by job code based
upon current job effective dated rows.
Manager – Current Headcount Profile
Displays job actions of those that report to the logged-in manager
that occurred during the specified
reporting period.
October 2012
26 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
The pivot grids are accessible from the Direct Reports pagelet on
the Manager Dashboard as well as through the traditional menu. To
provide flexibility, prompts can be defined to enable the user to
display the data they need in the pivot grid.
Filters can be applied to the data to further slice it for
analysis. Once the results are rendered, the user is able to drill
down to the data details and interact with the data in a table
format.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 27
Current Headcount Profile pivot grid for the administrator showing
the bar chart
As organizations enable managers to make more strategic
decisions on their talent, it is critical to empower them with the
proper tools to support this while maintaining data privacy. The
delivered Headcount pivot grids provide users with the flexible
analytics they need without the need to export data to a
spreadsheet, thereby ensuring proper data security.
Profile Management Enhancements
Profile Management provides a configurable framework to develop and
manage person and non-person profiles.
PeopleSoft HCM 9.2 delivers the following Profile Management
changes and enhancements:
Oracle Secure Enterprise Search Implementation (Replacement of
Verity)
October 2012
28 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
As part of the new implementation, the scoring algorithm for
search queries including rating properties as elements has changed.
The new scoring algorithm is as follows:
Search for relevant jobs matching person’s
qualifications:
If the target has a matching item with a higher rating, then
it will score < 100%
If the target has a matching item with the same or lower
rating, then it will score 100%
If the target has a matching item with a lower rating, then
the “person overqualified” symbol will
display on the Compare page for that target profile item.
Search for people that most closely match the requirements
of a job:
If the target has a matching item with the same or higher
rating, then it will score 100%
If the target has a matching item with a lower rating, then
it will score < 100%
If the target has a matching item with a higher rating, then
the “person overqualified” symbol will
be displayed on the Compare page for that target profile
item.
Search for people with certain qualifications or jobs with
certain criteria: (uses fit-gap scoring
method)
If the target has a matching item with the same rating, then
it will score 100%
If the target has a matching item with a lower or higher
rating, then it will score < 100%
The Compare page will not display the “person overqualified”
symbol in the legend since this
does not apply
An additional feature of the SES implementation is the
incorporation of the Direct Reports tables into the index build
process. This replaces the previous Build Manager List transaction
(Set Up HRMS > Product Related > Profile Management >
Profiles).
The process that incrementally updates the profile indexes is now
tied to the incremental update process for Direct Reports. As
supervisor changes occur, they are automatically reflected in the
person profile index without requiring any additional processes to
be run. This streamlines these supervisor changes, providing more
accurate and timely information and data for both Manager Self
Service and Compare Profiles.
Additional Profile Enhancements
Inclusion of related items in the search and compare
process
Person to Role matching has been expanded to apply to any
profile type or content type.
Content item descriptions now support more than 30
characters.
When defining new content items, the assigned item codes are
no longer required to be unique
across all content types unless it is an item for one of the
following legacy content types:
competency, license, membership, honor/award, test, language,
degree.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 29
Integration between the Profile Management profile and Smart
HR
Custom Prompts in Profile Properties
PeopleSoft HCM 9.2 provides more flexibility to add profile
properties whose values can come from a custom list of values
(manual entry) or from an external table. In previous releases only
certain profile properties could use custom dynamic prompts. This
functionality has been extended to allow other profile properties
to also prompt values.
The list of values can be defined in two ways:
1. An internal self-contained list within the custom prompt
definition, or
2. An external prompt table with which the customer definition is
associated.
Custom Prompt page using a custom list
October 2012
30 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Custom Prompt page using a prompt record
PeopleSoft Profile Management delivers twenty new user defined
properties, JPM_PROMPT_1 through JPM PROMPT_20. The
profile type configuration now includes the Prompt List Name
attribute in the properties grid of the Content Section page for
those user defined attributes that have a dynamic prompt
table.
Content Section page using a custom prompt
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 31
A person’s profile using a custom list prompt
Related Items in the Search and Compare Process
Additional search capabilities have been added for related
items, such as sub-competencies, so they can be included as search
query elements when the parent item (Competency) has been
specified.
When a content item has related content, the Related Items icon
will appear on the Search Criteria page for those content types
that have the same subsection defined for both the source and
target profile types of the search.
Search and Compare Profiles page showing the new Related Items
icon
October 2012
32 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Sub-Competencies that are related to a competency item
The Match Results page will display sub-items underneath the parent
item, slightly indented from the parent content type.
Person to Role Matching
Previously, the Competency Match functionality compared the
competencies and accomplishments of a Person profile to a Role
profile. In HCM 9.2, this functionality has been expanded to
address any non- person profile (not just Role) and any defined
content type.
The components within the Workforce Development, Profile
Management, Profiles, Profile Matching menu enable you to compare
the competencies and other profile content of an employee's profile
against those required by a non-person profile, or a group of
employee profiles against a non-person profile for a job
task.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 33
Employee Profile Matching component
Compensation
PeopleSoft Compensation 9.2 is delivering an enhanced overall
self-service user experience by facilitating user access to the
right data at the right time. HCM 9.2 simplifies the mechanism by
which users locate information while providing enough information,
data, and simple-to-use analytical tools to support critical
compensation decisions.
The areas of focus include:
Open Compensation Cycle Job Changes
Compensation Pivot Grids
New Compensation History Page
Open Compensation Cycle Job Changes
Previously, customers had to suspend all human resource
transactions during open Compensation cycles. PeopleSoft
Compensation 9.2 now enables transactions such as salary, currency,
or status changes to occur without impacting the employees included
in an open or pending Compensation cycle. Customers can configure
how the application will handle exceptions for each cycle including
whether the budget funded amount should be excluded from the
proposed budget or not. Additionally, configurable informational
alerts are displayed on the manager self service compensation
allocation page next to each employee impacted by a change in
salary, currency, or status.
October 2012
34 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
The benefits of open cycle job changes include:
Accounts for changes in Salary, Currency, and Status (active
vs. inactive).
Handles exceptions for each cycle based on flexible customer
configuration.
Enables configuration of which job code will be used when
the cycle is closed.
Optionally extends the duration of open cycles or have
multiple cycles per year without suspending
all Human Resource transactions.
Provides configurable instructions and alerts to managers
whenever a change has occurred.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 35
View an alert message about a job change during the open
cycle
Compensation Pivot Grids
PeopleSoft Compensation 9.2 provides managers and administrators
the ability to analyze employee compensation data — with
powerful Excel-like pivoting capabilities — without having to
leave the PeopleSoft application. The delivered Compensation pivot
charts are designed to support a manager’s decision to justifiably
allocate compensation increases across his/her organization.
Additionally with 9.2, administrators have insight into the
progression of compensation cycles and provide management with
consistent tracking reports.
PeopleSoft Compensation 9.2 delivers the following Compensation
pivot grids:
Salary Analysis - Allows managers to compare compensation by
position, location and department.
Compensation Distribution - Shows the distribution of
current employee salary information by salary
range relative to minimum, maximum, and midpoint.
Salary Increase by Performance - Shows the average proposed
salary increase in percentage that
is given to employees by performance rating. Information provided
in this chart helps managers to
determine the appropriate employee rewards commensurate with their
performance level.
Variable Compensation by Performance – Shows the
total proposed amount of cash-type variable
compensation given to employees by performance rating. Information
provided in this chart helps
managers to better allocate additional variable compensations to
employees commensurate with
their performance level.
Cycle Guideline Alert – Shows administrators the
numbers of approved allocation proposals that fall
in as well as outside the recommended salary increase
guidelines.
Cycle Tracking - Provides visibility into the real-time
progress and status of proposals in open
compensation cycles.
October 2012
36 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 37
Use the Cycle Tracking Pivot Grid to view the current status of
proposals in a compensation cycle
Improved Usability for Requesting Ad Hoc Salary Change
October 2012
38 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Request Ad Hoc Salary Change
Compensation History Page
The PeopleSoft Compensation History page is one of the most
frequently viewed pages in all of HCM self service. It contains key
information that managers often use to make important job, career,
and salary decisions for their employees.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 39
Compensation History page
October 2012
40 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
ePerformance
Organizations each have their own processes for reviewing Employee
performance based on the needs of the business and its
organizational culture. The process is frequently seen by employees
and managers as a tedious burden.
PeopleSoft ePerformance 9.2 delivers several new features that
focus on simplifying the appraisal process, allowing it to proceed
as smoothly and efficiently as possible. The new features
include:
Integrated ePerformance Workcenter
Integrated ePerformance Workcenter
The performance review process frequently requires a lot of back
and forth between a manager and his or her employees. The entire
process can span over a year or the life of a project with multiple
checkpoints and target deadlines along the way. Keeping track of
each of the steps, where you are in the process, and the various
checkpoints and due dates can be difficult for both managers and
employees.
A new integrated ePerformance Workcenter is delivered in the
HCM 9.2 release that will streamline the performance process and
simplify the user experience for both managers and employees. The
Workcenter combines the capabilities of Workcenters with features
of Activity Guides to provide one page for a user to view and edit
their performance documents in a guided process. Each step is
outlined in the left side of the Workcenter along with the process
flow, the current progress for each step, and any due dates for the
various checkpoints. This allows users to view the performance
management business process steps, understand current progress, and
easily access the appropriate document section required to take
action.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 41
ePerformance Workcenter
Mid-Period Reviews
Organizations have found that conducting performance reviews on an
annual basis is too infrequent for most employees and that more
feedback should be provided on a more frequent basis to positively
impact employee and business performance.
PeopleSoft ePerformance 9.2 delivers an updated process flow that
supports a new step called Track Progress for mid-year reviews.
This step is configurable by the administrators and will allow for
up to 11 interim review periods within a single performance cycle.
Each of these mid-period checkpoints are incorporated into the
ePerformance Workcenter to ensure a consistent, simple to use
performance process.
October 2012
42 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Enter comments in a mid-point checkpoint and share them with the
other party in ePerformance Workcenter
The comments recorded in the document can be automatically copied
to the employee and manager evaluations if configured, making it
easier for both the manager and employee to reference the
information, rate the performance, and finalize their
evaluations.
ePerformance Integration with Outlook
Generating Outlook Task Reminders for Review Tasks
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 43
Outlook task reminding user of a performance review task that needs
to be completed
Capturing Outlook Email Content as Performance Notes
Frequently, comments and kudos regarding an employee’s performance
are sent to their managers throughout the year. This is valuable
feedback that can be overlooked or forgotten when it comes time to
create and submit performance appraisals.
October 2012
44 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Adding email content to performance document as performance
notes
Integration of ePerformance and Career and Succession
Planning
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 45
View employee’s career planning summary in ePerformance
Workcenter
October 2012
46 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Click a performance rating on the Manage Succession Plans page to
view the performance document of a succession candidate in a modal
window
View performance document from Succession Planning
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 47
Plan Careers
The Plan Careers business process in Human Resources ensures that
organizations use employee talents to the fullest and provides
important data for succession planning. Career planning enables you
to assess and rank workers, record job preferences, create career
paths, develop long-term goals, assign mentors, identify
competencies, devise training plans, and create development
plans.
Integration with ePerformance
In release 9.2, HCM delivers the capability to link the
ePerformance business process to the Career Plan and Succession
Plan pages through integration. It provides managers easy access to
employees’ performance documents and ratings while reviewing their
career paths or succession information.
A hyperlink is added on several Succession Planning pages
that will allow the Administrator or Manager to open the employee’s
most current completed performance document. This link is
enabled when the system finds a completed performance document for
the employee that matches the Document Type specified in the
Succession Planning Setup.
The following enhancements are included for all HCM
9.2 customers:
A new section to link the ePerformance business process to
the Career Plan and Succession Plan
pages.
Career Plan Summary: Special processing flag for Managers to
support the career planning
information.
Career Planning Self-Service for Managers
Managers can perform the same activities for their direct reports
that employees perform for themselves. Except for the employee’s
personal career path, managers can access an employee’s profile and
career plans. Managers can also enter ratings of potential and
forced ranking for employees by using the manager self-service
career planning pages.
October 2012
48 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Manager Self Service - Manage Career Plans page
Career Plan Summary in ePerformance
ePerformance integrates with the Career Planning functionality in
Succession Planning to provide managers easy access to employees'
career and development data while working on employees'
evaluations. The information, displayed under the Career Plan
Summary section of the document, shows the employee's current
career plan at a high level and includes a link to update this
information in the Manager Self Service menu.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 49
Section Definition setup in ePerformance
Plan Successions
Succession Planning is the process of identifying long-range needs
and cultivating a supply of internal talent to meet those future
needs. The process anticipates the future needs of the organization
and assists in finding, assessing, and developing the human capital
necessary to successfully carry out the strategy of the
organization. PeopleSoft Succession Planning 9.2 enables your
organization to develop multiple succession plans.
Access performance rating for each employee as a hyperlink
from Manage succession plans page.
Map Rating page to enable the ratings from a Rating
Model.
Access performance rating for each employee as a hyperlink
from Maintain succession plans
page.
Access Overall Rating as an hyperlink for each candidate or
talent pool members.
Succession Planning Self-Service for Managers
October 2012
50 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
In PeopleSoft Succession Planning 9.2, the new feature in Manager
self-service succession planning enables the following additional
views to enhance usability:
Add the Performance Rating with a link to the performance
document.
Remove the Performance Document Hyperlink at the bottom of
the Incumbent Details section.
Move the Career Development Plan in the column next to the
Performance Rating
Manage Self Service – Personal Details in Incumbent
details
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 51
Manager Self Service – Performance and Career in
Incumbent Details
Defining Rating Boxes
Use the Define Ratings Box page to define matrices that graphically
represent employee rating assignments, such as a 9-Box for
performance versus potential. You can use ratings boxes in
succession plans or talent pools to assess employees in relation to
other employees.
October 2012
52 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Define Ratings Box page
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 53
Preview Ratings Box page
Rating Candidates
October 2012
54 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Succession Plan - Candidates page
Managing Talent Pools
You can manually add internal and external individuals to talent
pools based on performance and potential analysis. Add internal
individuals automatically using Profile Manager's search and match
feature. Depending on your organization's practices, readiness is a
key monitor factor for talent pools. You can manually specify each
employee's readiness based on criteria established by your
organization.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 55
Manage Talent Pools – Performance and Career page
Other Enhancements
Succession 360 – Usability Enhancements
The Usability enhancements in PeopleSoft Succession Planning
9.2 utilize the secondary pages that facilitate adding candidates
and thereby reduce the number of navigations.
Enable editable fields in Succession 360 Candidate Grid with
add candidates facility.
Provide ability to Assign Box Ratings for new and existing
candidates.
Enable editable fields in Succession 360 Candidate Grid with add
candidates facility
October 2012
56 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Succession 360 Candidate Grid
Assign Box Ratings for new and existing candidates
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 57
Successor Details Page
Enterprise Learning Management (ELM)
Learning Management is a critical component to ensuring that an
organization’s talent has the skills and competencies required to
meet corporate objectives and to stay in compliance with
legislation and regulations. Training is typically seen as outside
of an employee’s day to day tasks, so simpl ifying the training
process and allowing employees to get in and out quickly improves
employee productivity.
PeopleSoft Enterprise Learning Management 9.2 delivers new and
enhanced features that provide targeted learning to the appropriate
learners and streamline the learning tasks for both employees and
managers. The new features include the following:
Learning Home
October 2012
58 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Learning Pivot Grids
Announcements
Learning Home
Organizations and their employees demand simple, usable
self-service applications for all of their business processes,
learning management included. PeopleSoft ELM 9.2 delivers an
easy-to-use Learning Home homepage for all ELM users.
Learning Home
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 59
Delivered Pagelets
The following pagelets are delivered for the ELM 9.2 Learning
Home:
Pagelet Purpose
Quick Links Provides one-click navigation to the most frequently
accessed transactions based on the users’ roles.
Announcements Displays targeted announcements that can link
directly to learning.
Search for Learning Provides a simple keyword search to find
learning quickly.
Pending Approvals Lists approvals that can be adjudicated directly
from the homepage.
My Current Learning Lists current learning that can be viewed and
launched.
Team Learning Provides a quick view of the learning status for a
manager’s direct reports.
My Learning Calendar Displays a calendar of learning events in an
easy-to-use format.
My To Do List Presents outstanding learning tasks that you can
access directly.
Highest Rated Learning Lists available learning that others have
found useful.
Most Enrolled Learning Lists learning opportunities that many
others have completed.
New Learning Lists newly available learning opportunities for the
user.
Learning Compliance Displays for managers and learning
administrators a pivot grid of learner statuses.
Survey Results Displays for managers and learning administrators a
pivot grid of survey results.
Personalizing the Homepage
October 2012
60 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Content Personalization
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 61
Layout Personalization
Intuitive Learning Search
October 2012
62 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Find Learning page
Learning Facets
The learning search provides relevant learning facets so that
learners can filter their search results by location, category,
date, learning type, upcoming events, and even rating.
Administrators can configure additional facets to meet the needs of
their organizations.
Ratings and Reviews
The Find Learning page utilizes the new Ratings and Reviews feature
to further enhance the learning search. This feature enables
learners to provide input and opinions about the learning content
that are then viewable by others in the search results.
Modal Pages
Learners can now view any additional information they might need
using the modal pages that are accessible from the Find Learning
page, such as the Course Details modal page. This keeps learners
from having to navigate away from the search results to make an
informed decision.
One Step Enroll and Launch
For web-based learning, learners can be enroll in and launch
learning content with the push of one button on the Find Learning
page.
Enhanced Self Service
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 63
Uploading Photos
Employees are able to personalize their pages by adding their own
photos. These photos, along with their name and simple navigations
are visible on each self-service page. A link back to the Learning
Home is available on every self-service page and in the header of
the application.
My Learning Page
ELM 9.2 also delivers a new My Learning page, which provides
learners with user-friendly summary of their classes, courses, and
learning objectives. The My Learning page utilizes the Ratings and
Reviews feature, enabling learners to rate and write reviews for
completed learning items.
My Learning page
October 2012
64 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Certificate of Completion
Learning Pivot Grids
ELM 9.2 introduces two new pivot grids that are available as
pagelets on the Learning Home homepage: Learning Compliance and
Survey Results.
Learning Compliance Pivot Grid
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 65
PeopleSoft ELM 9.2 delivers a Learning Compliance pagelet that
provides a graphical view of the status of employees for a given
class, course, or program.
Learning Compliance pagelet
October 2012
66 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Learning Compliance Pivot Grid
Survey Results Pivot Grid
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 67
Survey Results pagelet
October 2012
68 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Survey Results Pivot Grid
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 69
Survey Results Report
October 2012
70 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Configurable Labels
To conform to industry standards for learning terminology, for ELM
9.2, the terms Activity and Catalog Item have been changed
throughout the application to Class and Course, respectively.
However, to provide customers with flexibility when it comes to
learning terminology, the Text Catalog has been updated to enable
you to modify the labels for all employee and manager self-service
pages.
HCM and ELM Integration Activity Guide
Configuring and monitoring the full synch integration between HCM
and ELM requires multiple steps and a lot of back and forth between
the ELM and the HCM databases.
To streamline this process, PeopleSoft ELM 9.2 delivers an HCM to
ELM Integration Activity Guide using the PeopleTools Activity Guide
feature.
Integration Questionnaire
The first step of the Integration Activity Guide involves a
questionnaire designed to help you determine which full synch
processes you intend to run. This ensures that the correct full
synch processes are included in the guided process for your
organization.
Integration Activity Guide Questionnaire
Integration Activity Guide
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 71
HCM to ELM Integration Activity Guide
Announcements
PeopleSoft ELM 9.2 delivers an enhanced Ad Hoc Notifications and
Announcements page that enables you to generate announcements that
appear on the Announcements pagelet of the Learning Home. Using
this page, you can specify when the announcement is posted, when it
expires, and to whom it is sent.
Ad hoc Notifications and Announcements page (1 of 2)
October 2012
72 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Ad hoc Notifications and Announcements page (2 of 2)
The Announcements pagelet displays a user’s active announcements.
You can click on each announcement to open a modal page that
enables you to view the entire announcement along with any links or
attachments associated with it.
Announcements pagelet
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 73
Announcement modal page
Automatic Drops for Terminated Employees
ELM 9.2 includes an enhancement to the Workforce FullSync
(LM_LD_WKFC) process. It now automatically drops any classes with a
status of Enrolled, Pending Approval, Waitlisted or In Progress for
all learners that are terminated. The system overrides the Last
Drop Date and ignores any drop charges.
Recruiting
Recruiting is a key function in maintaining the productive
workforce needed to support your current business and new
initiatives. In today’s business environment, r ecruiting,
like other key organizational functions, is challenged with
improving efficiency without compromising quality. For some
positions, recruiters are challenged to find well-qualified
candidates; for other positions, recruiters need to narrow down a
very large pool of candidates to those best suited for the
organization. Recruiters and hiring managers need to be able to
quickly identify the top applicants for their positions and engage
with those candidates.
PeopleSoft Recruiting Solutions 9.2 focuses on enhancing usability
in two key areas. Changes in Candidate Gateway are focused on
making it simple and intuitive for candidates to successfully apply
for open positions, providing your organization with a pool of
applicants to fit your needs. For recruiters and hiring managers,
new pages are designed to make them more productive as they
evaluate candidates and disposition them through the recruiting
process.
Key features delivered for recruiting include:
Guided navigation for the Candidate Gateway application
process to make it easier and more
intuitive to complete an online job application.
Redesigned Candidate Gateway pages to enhance all aspects of
a career search.
Increased configurability of Candidate Gateway sites to
boost employment branding and improve
job searching.
October 2012
74 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Candidate Gateway password controls to improve
security.
A Recruiting Home page that brings together key recruiting
information in a single dashboard.
Recruiting pivot grids for data analysis.
Enhancements for managing job openings, including a funnel
view of all applicants for a job
opening.
Charts that present relevant information about specific job
openings.
Enhancements for managing applicants, including one-click
access to common actions.
A single page for managing an individual application through
the entire recruiting process.
Enhanced browsing and searching for job openings and
applicants.
Improved usability and efficiency for recruiting activities
throughout Talent Acquisition Manager.
A configurable job opening creation process that presents
role-appropriate fields to hiring managers
and recruiters who are working together to create a job
opening.
A configurable recruiting process that presents users with
context-sensitive menus of actions and
dispositions.
Candidate Gateway Guided Application Process
Candidate Gateway 9.2 enhances the applicant experience with a new
guided application process that is intuitive to understand and
follow. An attractive visual representation of the application
steps persists across all application pages, showing applicants
where they are in the process and increasing the successful
completion rate.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 75
Guided application process
Terms and agreements that previously appeared at various stages
during the application process are now presented all together at
the start of the process. This lets applicants know the
requirements of your organization before they begin their
application, and they can opt not to apply if the terms do not suit
them.
If a job opening includes prescreening, the prequalify step now
occurs before applicants provide their resumes, ending the process
for unsuitable applicants earlier than in the previous
release.
October 2012
76 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Review and Submit step
Candidate Gateway Usability Improvements
Redesigned Candidate Gateway pages significantly improve
applicants' abilities to manage their career searches. Applicants
will enjoy usability improvements across all areas of Candidate
Gateway.
Searching enhancements include an expanded basic job search that
enables applicants to specify one or more locations and one or more
job functions or job families.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 77
The Job Search page
Account management enhancements include a requirement that
applicants provide a name when they register for an account. The
process for requesting assistance with forgotten user IDs and
passwords has also been improved, and you can now configure the
system to require applicants to provide an email during
registration, ensuring that applicants will have a way to retrieve
their forgotten credentials.
Expanded registration fields
October 2012
78 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Configurable Careers Sites
New site configuration options provide more control over the
applicant experience on your careers websites.
You can now display an optional branded welcome page that appears
when applicants first access the site. This provides an opportunity
to give candidates additional information about your organization
or the application process before they begin.
An optional welcome page provides branding
opportunities
Job search configuration options enable functionality such as
searching by job family or job function, displaying hot job
indicators in the search results, and choosing whether applicants
initially see a basic job search or an advanced job search.
Additionally, you can now control whether applicants are allowed to
apply without a job opening.
Options that enable you to control the job application process
mostly relate to the new Start step. You can control which terms
and agreements the applicant must agree to before continuing past
the start step, and you can provide instructional text or other
notices as well.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 79
Expanded site configuration options
October 2012
80 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Password Controls for Applicants
To provide enhanced security for Candidate Gateway, new password
control options apply to passwords that applicants create in
Candidate Gateway. Use password controls to configure expiration
periods, password strength requirements, and allowable password
matches.
Password Controls
Recruiting Home Dashboard
Recruiters can be responsible for filling dozens of job openings
with large volumes of applicants for each of those jobs. They need
to be able to look at their job openings, determine what needs to
be done, and quickly take appropriate actions.
The new Recruiting Home gives recruiters, recruiting managers, and
hiring managers a central dashboard for launching and performing
recruiting activities. This page contains a collection of pagelets
that show key alerts, metrics, schedules, and lists of the user's
job openings and applicants.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 81
Recruiting Home Page
Quick Links Quickly link to frequently performed job actions
Browse Job Openings Use the new SES keyword search for job openings
and see faceted search results
Browse Applicants Use the new SES keyword search for applicants and
see faceted results
Time to Fill Recruiting metric that shows the time to fill job
openings over a given period
My Job Openings View key information about job openings, categorize
job openings, view the total number of applicants, and see how many
new applicants have not yet been reviewed or acted on.
My Applicants View key applicant information, send email
correspondence to an applicant, and review resumes and
applications.
My Alerts View upcoming events, actions that need to be taken, and
follow-up items to be pursued
Today’s Interviews View today’s interview schedule or access
your full interview calendar.
My Applicants Lists Manage personal collections of applicants
October 2012
82 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
An additional pagelet for recruiting managers displays data
for the job openings assigned to recruiters in the manager’s
organization. The pagelet includes information for each
recruiter as well as overall metrics for the organization.
Recruiting Manager Summary pagelet
Recruiting Pivot Grids
PeopleSoft Pivot Grid functionality enables users to visually
display data and organize it on the fly by performing operations
such as pivoting and filtering. Recruiting Solutions delivers four
pivot grids that provide graphic views of important performance
measures:
The Job Openings Open and Close Trend chart shows the number
of openings that were opened
and closed each month.
The Job Openings Aging Analysis chart shows the number of
open job openings of various ages.
The In Process Applicants chart shows the distribution of
dispositions for applicants who are being
considered for job openings.
The Time to Fill chart shows the average number of days to
fill for job openings that were filled
each month.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 83
Recruiting pivot grids
Manage Job Opening
The Manage Job Opening page provides a comprehensive view of job
opening data and recruiting activities. Talent Acquisition Manager
9.2 offers significant productivity enhancements for managing job
openings.
A new toolbar enables users to take actions on the job
opening and perform navigations quickly and efficiently.
The numbers of applicants in each phase of the recruiting process
are prominently displayed in a phase progression bar. (As in
previous releases, implementers associate dispositions with the
appropriate phases). The phase bar also provides one-click
filtering so you can easily restrict the applicant list to include
only applicants in a particular phase.
Within the applicant list, users now have easy access to the most
common recruiting actions. With a single click, users are able to
disposition the applicant as reviewed, route the applicant to
others for recommendations, manage an applicant’s interview
schedule, reject an applicant, or view the candidate’s
application. Additional actions to disposition or manage
candidates are easily accessed using the Other Actions drop-down
menu.
October 2012
84 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Individual users can assign personal categories to job openings to
facilitate searching and sorting. The process is similar to how
users might categorize email in popular email clients: click the
current category indicator (located on the new toolbar), and when
the list of categories appears, click the desired category. Users
can personalize category names and sort order.
The redesigned Manage Job Opening page
Related Content for Job Openings
The Manage Job opening page uses the related content framework to
deliver two new graphical analytics for job openings:
The Applications Received versus Applications Rejected chart
shows the number of applicants
rejected and the number of new applicants for the job opening over
time. You can choose whether
to view weekly numbers or monthly numbers.
The Recruiting Phases chart shows the percentage of the job
opening’s applicants currently in each
phase.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 85
Related Content frame displaying the Recruiting Phases chart
Manage Applicant
The Manage Applicant page has been redesigned to increase recruiter
efficiency.
As with the Manage Job Openings page, one-click actions let
the recruiter quickly view applications and resumes, mark the
applicant as having been reviewed, route the candidate for further
review, schedule interviews, reject the applicant, and print the
application.
October 2012
86 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Manage Applicant page
Manage Application
The new Manage Application page provides a unified view of all
recruiting activity for an applicant for a particular job
opening.
The applicant's current disposition appears alongside one-click
actions for common recruiting actions, and a drop-down menu
provides access to additional actions.
A set of tabs displays detailed information about each
recruiting phase that the applicant has gone through. Users can
review:
The job application, resume, and questionnaire
results.
Applicant notes
hiring details.
checklists.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 87
The Manage Application page
Recruiting Solutions 9.2 includes several search
enhancements.
Oracle Secure Enterprise Search (SES) replaces Verity as the search
engine for searching applicants and job postings. SES faceted
searching drives the reinvented Browse Job Openings page and the
new Browse Applicants page.
October 2012
88 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
SES faceted searching enables multidimensional filtering on the
Browse Job Openings page
Talent Acquisition Manager Usability
Redesigned pages throughout Talent Acquisition Manager
significantly improve users' abilities to manage the recruiting
process. The improved user experience is apparent during all
recruiting activities and phases. For example:
The cloning process for job openings now enables you to
specify posting titles and statuses for the
clones, and the links to the newly created job openings are
available on a new clone confirmation
page.
When you link an applicant to a job opening, you can see
which job openings have screening
questionnaires that the applicant will need to answer.
The screening results page now includes summary information
for each screening level, including
the number of applicants screened, the number who passed, the
number who failed, and the
number who have not yet had their screening results applied.
The routing process now enables users to enter comments to
be sent in the routing email.
The interview calendar has been redesigned, offering
improvements for users in accessibility mode
as well for sighted users.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 89
Clone job opening enhancements
Flexible Job Opening Creation Process
Organizations where hiring managers and recruiters are each
responsible for supplying certain job opening data will benefit
from the availability of the new flexible job creation
process.
This flexible process enables organizations to configure which job
opening fields are visible to which recruiting roles during the job
creation process. Different flexible process definitions can be
applied based on a job opening’s business unit, job family, job
code, department, and location.
October 2012
90 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Field visibility settings for a hiring manager
Flexible Recruiting Process
The new flexible recruiting process enables organizations to
establish different recruiting processes for applicants in specific
dispositions. These role-based processing rules include:
Valid disposition transitions (these rules can also be
different for internal and external applicants).
Valid actions.
As with the flexible job creation process, different flexible
process definitions can be applied based on a job opening’s
business unit, job family, job code, department, and
location.
Based on the rules you set up, users who are performing recruiting
actions or manually dispositioning applicants are presented with a
limited list of appropriate choices.
October 2012
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved. 91
Allowed actions and transitions for applicants in the Offer
disposition
Payroll for North America
PeopleSoft Payroll for North America combines an innovative
approach to payroll processing with a full- featured system
designed to ensure that you are always in control, on time, and
processing payrolls with maximum efficiency. Whatever the size and
diversity of your workforce, Payroll for North America provides all
of the tools you need to run an efficient payroll operation. You
can calculate earnings, taxes, and deductions, maintain balances,
and report payroll data.
Self-Service Paycheck Modeler
Play Now
Oracle is proud to introduce the new self-service Paycheck Modeler.
Paycheck modeling enables employees to simulate changes to their
paycheck without updating the production tables. The goal of sel