Video summary

Image Highlights, PeopleSoft HCM Update Image 33

Main summary

Key takeaways

Technology

Technological concepts & product feature highlights (PeopleSoft Update Image 33)

Fluid Delegations (HCM)

Introduces Fluid Delegations, built on a “fluid delegations” framework, to authorize delegates to approve or initiate transactions on behalf of users.

New delegation enhancements:

  • Select multiple delegates and multiple transactions in a single delegation request.
  • Admin-configured delegation transactions support:
    • Cascading delegations (a delegate can reassign what they received)
    • Delegate notifications for pending approvals
  • Works in clustered environments, enabling delegations across all databases to be viewed at once.

Fluid delegation UI components (dashboard) add 3 tiles:

  1. Create delegation request
    • Supports open-ended delegation (e.g., person leaves before replacement exists).
    • Delegates can be selected; transactions can be filtered by:
      • Approve vs. Initiate types
    • Role-based access:
      • When a transaction has a role, delegates receive temporary access for the delegation duration.
      • If no role exists, only transactions common to both delegator and delegate are shown.
    • Setup options include:
      • Choosing which hierarchy to populate the delegate list from
      • Whether to include contingent workers and/or persons of interest
      • Whether manual delegates are allowed
  2. My delegate
    • View requests created; sorted by status, with an Active tab.
    • Supports revoke.
  3. My delegated authorities
    • View transactions delegated to you.
    • Accept or reject delegation requests.

Admin setup:

  • Delegation transactions can optionally allow cascade delegation down levels and/or route approvals to delegate(s) for progress visibility.

PeopleSoft Payroll for North America – “Patient Load” enhancements

Adds a configurable framework to load data to pay sheet tables from PeopleSoft or third-party sources.

Top-rated idea-space enhancement:

  • Support processing load data for inactive employees.

New/expanded Patient Update Program configuration:

  • Define effective-dated programs, with optional multiple programs by company/pay group.
  • Admin can define which employee statuses are eligible for payment.
  • Choose eligible pay sheet sources for inactive employees:
    • Select specific sources, or
    • Choose “All pay sheet update sources” (grays out the grid)
  • Earnings tab:
    • Select specific earning codes, or
    • Choose “All earnings” (grays out associated grids)
  • Deductions tab:
    • Select specific deduction items, or
    • Allow all deductions (also grays out associated grids)

Admin review step:

  • New search fields for transaction lookup.
  • Capability to update transaction status in bulk before loading.

PeopleSoft Page & Field Configurator (PFC) – Data masking upgrades

Enhances PFC to configure data masking for:

  • Component fields
  • Search fields

Supports four mask profile types to format masked values according to business requirements.

Example shown:

  • Masked date of birth field.

PeopleSoft HCM – Employee Directory Assistant (chat bot)

Introduces a chat bot to help employees quickly find internal profiles.

Supports conversational searches for:

  • Job title
  • Business address
  • Email
  • Phone
  • Manager/Supervisor
  • Direct reports

Fluid Position Management – Primary incumbents

Adds the ability to identify primary incumbents when positions have multiple incumbents.

Admin page: Manage Primary Incumbents

  • Mark someone as the current primary (only one at a time; shown with a crown icon).
  • View future incumbents and assign a person as primary for a future date.
  • Auto-updates the primary incumbent when job data/HR/payroll status changes cause movement in/out of the position.
  • Provides history of primary incumbent changes.

Fluid Benefits Summary (administrator view modernization)

Fluid benefit summary mirrors employee self-service:

  • Card/list views of benefits.
  • Date selector to view past/current/future benefit summaries.
  • Related content area on the page.
  • Separate deduction tab for customers using Payroll for North America or a payroll interface.

Candidate Gateway – Employment Questionnaire

Adds a new configurable Employment Questionnaire page to the candidate application process.

Admins can configure:

  • Employment and skills questions as required
  • Intermix question types (not limited to open-ended questions at the end)
  • Screening enhancements (while optionally using the existing preferences page)

Recruiting alerts improvements

A personalized recruiting alerts page adds four additional filters to restrict alerts by time frame, improving performance.

  • Similar capability available to hiring managers.
  • New recruiting-specific personalization page on Global My Preferences, including configuration to display open online job offers.

Acknowledgement framework – summary/review pages

Adds an administrator-facing Acknowledgement Summary page to search/view user acknowledgements.

  • Users can view acknowledgements they completed historically.
  • Acknowledgement Response Details page shows what the user completed.

Onboarding – Business partner tile

On the onboarding dashboard, employees can access business partner contacts via a new Business Partners tile.

  • Clicking shows viewable business partners and contact information for representatives.

Performance evaluation – participant feedback visibility in steps

Managers can view participant comments in documents during:

  • Define criteria
  • Track progress

Template options enable viewing participant feedback for the corresponding steps.

Payroll – processing payees on leave of absence

Ability to process payees on leave by:

  • Defining payroll selection criteria based on payroll statuses eligible for absence processing
  • Linking criteria to pay group so the system determines which payees in that pay group are processed

Global payroll – mobile payslip messages

Adds messages on printed payslips that employees can access via mobile devices.

Includes examples such as:

  • Year-end messages
  • Holiday/allowance
  • Salary payment timing messages

Payroll admin – automated calendar groups & flexible IDs

Automated calendar group creation

  • Map calendar IDs for frequencies (weekly/bi-weekly/monthly)
  • Automate creation of periods/calendars within the calendar group

Flexible suffix customization

  • Customize naming conventions for period IDs and calendar IDs using suffix + auto sequence numbers

Single Touch Payroll (STP) – run by period end date / calendar run IDs

STP can be run using:

  • Period end date, or
  • A period ID tied to that end date

Can generate:

  • A single pay event file so each payee is reported once with the latest YTD value

Supports STP processes using either period end date or calendar run IDs.

Main speakers/sources (as indicated)

  • PeopleSoft / Oracle product demonstration voice
  • “We” presenter referencing “our” demos and “CFO tool / update image overview on My Oracle(s) / PeopleSoft information portal” (no individual named person in the provided subtitles)

Original video