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PeopleSoft HCM/ELM 9.

2 Update Image
Overview
PeopleSoft HCM 9.2 Update Images 10-17 and ELM 9.2 Update
Images 7-13
ORACLE WHITE PAPER | JUNE 2016
Disclaimer
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 Oracles products
remains at the sole discretion of Oracle.

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Contents

Disclaimer 2

Preface 7

Introduction 7

PeopleSoft ELM 9.2 Update Images 7-8 8

PeopleSoft ELM 9.2 Update Image 9 9

Mobile Approvals 9

Learning Compliance Pivot Grid Redesign 11

Clicking areas on the graph lets you drill down to display additional information. 13

PeopleSoft ELM 9.2 Update Image 10 13

PeopleSoft ELM 9.2 Update Image 11 14

PeopleSoft ELM 9.2 Update Image 12 16

PeopleSoft ELM 9.2 Update Image 13 16

Sub-Items Integration 16

PeopleSoft HCM 9.2 Update Image 11 19

PeopleSoft HCM 9.2 Update Image 12 19

Functionality Across Applications 19

Form Factor Optimization 20

Benefits 21

Global Payroll 21

Element Copy 21

Human Resources 22

PeopleSoft Fluid User Interface for Company Directory 22

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Manager Self-Service (eProfile Manager Desktop) 25

Guided Self Service Transactions 25

Guided Self Service, Administrator and Review Components 25

Payroll for North America 25

Canadian Status India 25

Canadian Special Processing for Federal Judges in QC 26

Recruiting Solutions 27

OFCCP Enhancements 27

Time and Labor 28

ACA Additional Eligibility Data Tracking 28

PeopleSoft HCM 9.2 Update Image 13 29

Recruiting Solutions 29

Attachments Enhancements 29

Candidate Gateway Password Enhancements 29

ePerformance 30

PeopleSoft HCM 9.2 Update Image 14 31

Functionality Across Applications 31

HR Notifications 31

New Enterprise Integration Points (EIPs) 31

Human Resources 33

(USF) CPDF Cyber Security 33

eProfile Manager Desktop: Guided Self-Service Enhancements 34

Recruiting Solutions 34

Candidate Gateway Secret Question 34

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Payroll for North America 34

(CAN) ROE Web Version 2 34

Fusion Cloud Integration 35

Global Payroll Core 35

Global Payroll for India 36

ePay 37

Fluid Mobile Paychecks for Smartphones 37

Direct Deposit Security Enhancements 39

Time and Labor 40

Fluid Time Details - User Preferences Options 40

Absence Management 41

Employee Photo Display in Fluid 41

Benefits 42

PeopleSoft HCM 9.2 Update Image 15 44

Functionality Across Applications 44

HR Security by Groups and Matrix Teams 44

eProfile Manager Desktop: Guided Self-Service 44

Global Payroll Core 44

Global Payroll for Japan 48

Benefits 49

PeopleSoft HCM 9.2 Update Image 16 50

eProfile Manager Desktop: Guided Self-Service 50

Benefits 50

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PeopleSoft HCM 9.2 Update Image 17 54

Functionality Across Applications 54

Administrator Fluid Home Pages 54

Time and Labor 56

Workforce Availability: Fluid Pages 56

Recruiting Solutions 58

Print Application 58

Human Resources 59

Company Directory Usability Improvements 59

Self Service Matrix Management 59

Human Resources Administer Workforce 59

OFCCP Veteran and Disability Enhancements, Fluid 59

eProfile Manager Desktop 59

Guided Self-Service 59

Manager View As Functionality 59

Global Payroll Core 60

Element Browser 60

Global Payroll for Brazil 60

eSocial Reporting 60

Global Payroll for Australia 61

ComSuper Self Service Reporting 61

PeopleSoft CRM 9.2 HelpDesk for Human Resources 61

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Preface
This document provides an overview of the new features and enhancements delivered in PeopleSoft
HCM Update Images 10 through 17 and ELM Update Images 7-13.

New features and enhancements delivered in previous images can be found on My Oracle Support
(Doc ID 1931431.1).

This document will be updated with new features and enhancements delivered in HCM and ELM
Update Images throughout 2015.

Note that Update Images are cumulative and therefore PeopleSoft HCM 9.2 and ELM 9.2 Update
Images contain all fixes, tax updates and enhancements delivered since PeopleSoft HCM and ELM 9.2
were made generally available March 2013.
To be aware of all features and enhancements delivered since the General Availability of HCM/ELM
9.2, review these documents, all of them available on My Oracle Support (Doc ID 1931431.1).

PeopleSoft HCM and ELM 9.2 Release Notes: All new HCM/ELM features delivered as of 9.2
General Availability

PeopleSoft HCM Update Images 1-9 and ELM Update Images 1-6 Overview: All new
HCM/ELM features delivered in the identified Update Images since General Availability.

PeopleSoft HCM Update Images 10-17 and ELM Update Images 7-13 Overview: All new
HCM/ELM features delivered in the identified Update Images since General Availability.

The information included in this document is intended to help you understand the business benefits of
the additional capabilities Oracle developed in the delivered update images and to help you plan your
information technology (IT) projects and investments. More information about all of the PeopleSoft
products can be found at www.peoplesoftinfo.com.

Introduction
As part of its Applications Unlimited Program Oracle continues to invest in PeopleSoft applications on
an ongoing basis, including frequent delivery of significant new functionality on its latest 9.2 release.
Customers can selectively adopt new features and enhancements using the PeopleSoft Update
Manager.
o In general, new capabilities delivered in Update Images do not require additional software
license fees, but Oracle reserves the rights to decide if some specific new features and/or new
products can require new software licenses.
o PeopleSoft Update Images have no effect on Oracle support policies. A detailed listing of
support periods for each PeopleSoft product family and release is included in the Lifetime
Support Policy Overview data sheet, which is available on Oracle.com
(http://www.oracle.com/us/support/lifetime-support/index.html).

Oracle/PeopleSoft continues to deliver new and enhanced functionality designed to help drive
organizational effectiveness, provide decision support tools to facilitate intelligent business execution

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and offer customers more flexibility through the use of additional configuration options, integrations, and
new tools capabilities.

The Fluid User Interface (Fluid UI) is one of the most exciting and revolutionary new features
PeopleSoft has delivered in years. PeopleSoft HCM and ELM plan to continue to deliver self-service
applications that can be used from multiple devices (smartphone, mini-tablet, tablet, laptop/desktop) and
which provide an optimized user experience across different form factors.
Employees no longer need to use a single device to get their job done. The adoption of mobile
technology (smartphones/tablets) has grown exponentially in the last few years, and your employees
expect to be able to do their job from wherever they are. PeopleSoft Fluid User Interface has enabled
PeopleSoft applications to deliver solutions that are optimized for multiple devices. The user experience
is now consistent across different form factors since the applications are fluid, responsive, and adjusts
to the device being used.
This document describes functionality that has been delivered in the following areas:
o Functionality Across Applications
o Absence Management
o Benefits
o Enterprise Learning Management
o ePay
o ePerformance
o Global Payroll
o Global Payroll for Spain
o HelpDesk for Human Resources
o Human Resources
o Manager Self-Service (eProfile Manager Desktop)
o Payroll for North America
o Recruiting Solutions
o Time and Labor

PeopleSoft ELM 9.2 Update Images 7-8


Images 7 and 8 did not deliver any new features or enhancements.

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PeopleSoft ELM 9.2 Update Image 9
This section describes delivered new functionality or enhancements that apply to Enterprise Learning Management.

Mobile Approvals
This feature comprises two enhancements:

Approval of ELM transactions using the PeopleSoft Fluid User Interface

Approval of ELM transactions directly from emails

Using the PeopleSoft Fluid User Interface, approvers can take Application Workflow Engine (AWE)
actions on select PeopleSoft Enterprise Learning Management (ELM) transactions pending their
approval using a smart phone, tablet, or desktop computer. You can use Mobile Approvals to process
the following ELM transactions:

Program registration

Class enrollment

Supplemental learning

Pending Approvals page

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The PeopleSoft Approval Framework enables you to take action on approval requests directly from an
email (for example, approve, deny, or pushback). The HTML Email Approval enhancement delivers
HTML email templates for the following PeopleSoft Enterprise Learning Management transactions:

Class enrollment

Program registration

Supplemental learning
For each transaction submitted for approval, the system generates an email and sends it to the
appropriate approver. The email contains detailed information about the transaction request. An
approver can take action directly from the email by clicking a link, such as Approve, Deny, or Pushback,
to generate a reply to the request. The email displays requestor comments and approval history. In
addition, if the approver needs further details or information, the email provides a link that enables her to
view the approval request in PIA.

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Example of an HTML approval email for a class enrollment

Learning Compliance Pivot Grid Redesign


The Learning Compliance pagelet has been enhanced with new prompts and filters that improve the
usability and performance of the pivot grid.

The first time you log in, the Learning Compliance pagelet displays a message indicating that no
personalization options are set up for the pagelet and that you need to set the values for the prompt
fields. Click the Choose Options link to set the filter options for the Learning Compliance pivot grid on
the Choose Options page.

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Choose Options page

When you save your filter options, the Learning Compliance pagelet displays a graph of the specified
learning compliance information.

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Learning Compliance pagelet after choosing and saving options

Clicking areas on the graph lets you drill down to display additional information.

PeopleSoft ELM 9.2 Update Image 10


Image 10 did not deliver any new features or enhancements.

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PeopleSoft ELM 9.2 Update Image 11
This section describes delivered new functionality or enhancements that apply to Enterprise Learning Management.

Mobile Learning

PeopleSoft ELM Users need to be able to access educational content using smartphones or tablets so they can
manage learning items at their own convenience without using a desktop or laptop computer. The Mobile Learning
functionality accessed through the new Learning Center home page is an extension of the existing PeopleSoft ELM
application that has been specifically designed for mobile devices.

From the Learning Center home page, learners can view, manage, and launch learning content from their
smartphones or tablets.

Learning Center home page

The new Learning Center home page includes four tiles:

Announcements

Current Enrollments

My Class Schedule

Learning 360

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Announcements page

Accessed from the Announcements tile, this page displays a list of your announcements. You can preview the text
of each announcement along with the date on which it was posted and tap an announcement to view its full text.

Current Enrollments page

Accessed from the Current Enrollments tile, this page enables you to view and manage a list of the classes in which
you are currently enrolled.

My Class Schedule page

Accessed from the My Class Schedule tile, this page displays information for your upcoming class sessions and
webcasts in the form of flip cards.

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Learning 360 page

Accessed from the Learning 360 tile, this page enables you to view and manage comprehensive lists of your
courses and programs. This includes not only courses and programs for which you are currently enrolled or
registered, but all courses and programs that have ever been associated with you such as those with Planned,
Dropped, and Completed status.

PeopleSoft ELM 9.2 Update Image 12


Image 12 did not deliver any new features or enhancements.

PeopleSoft ELM 9.2 Update Image 13

Sub-Items Integration

In PeopleSoft HCM, when you define sub-items in the content catalog in Job Profile Management (JPM), you create
an association between the sub-item and its parent item. The system uses this association to drive the processing
for the entry of sub-items into a profile. The most common use of sub-items is as sub-competencies for a parent
competency. When you add a competency profile item, you can then add one or more related sub-competencies to
that profile.

Now, with Update Image 13, when you import objectives from PeopleSoft HCM to PeopleSoft ELM, you import both
parent items and sub-items and that parent-child relationship is kept in sync between ELM and HCM. For any
updates made to items and their sub-items in ELM, this relationship information is passed back to HCM to complete
the cycle.

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Objectives page

The new Related Objectives group box appears only for objectives imported from PeopleSoft HCM that have related
objectives or sub-items. It lists all the related objectives for the parent objective that you are reviewing. You can use
the Copy Mapped Courses and Copy Mapped Programs check boxes to map courses and programs that are
currently mapped to the parent objective to their related objectives.

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Maintain Courses - Attributes page

The new Populate Related Objectives button enables you to add all the parent objectives related objectives to the
Objectives grid for a course or program.

Mobile Learning SCORM/AICC

This enhancement enables learners to launch SCORM and AICC compliant content using the PeopleSoft Fluid User
Interface.

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<Compliant Content> page

Use this page to access compliant content for a class. The collapsible left panel of this page displays the chapters
and subchapters for the compliant content. The system displays the current status of each chapter and subchapter
that contains compliant content. Click an item in the left panel to display its associated content in the right panel.

PeopleSoft HCM 9.2 Update Image 11


Image 11 delivered these enhancements:

For the eProfile Manager Desktop application, two new guided self-service transactions are delivered:
Request Location Change and Request Reporting Change.

For the Human Resources application, duplicate nodes were removed from QUERY_TREE_HR.

For Global Payroll for Spain, a software enhancement was delivered for the Impact on the Severance
Payment Calculation.

PeopleSoft HCM 9.2 Update Image 12


Image 12 delivered these new features and enhancements.

Functionality Across Applications

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This section describes delivered new functionality or enhancements that apply to more than one
application.

Form Factor Optimization


The advancement of tablets and smartphones in recent years brings significant changes to how people
work and their expectations on how these devices can help them get access to work information quickly
and easily, whenever and wherever they are. To mobilize PeopleSoft applications, PeopleSoft Fluid
User Interface is introduced to provide users a simple, intuitive, and consistent user experience across
different devices.
PeopleSoft Fluid User Interface supports a wide range of self service transactions for managers and
employees in PeopleSoft HCM. These transaction pages demonstrate a consistent look and feel across
all applications and devices (laptops, tablets and smart phones), and are dynamically adjusted based
on the size of your screen for best viewing results. In HCM 9.2 Update Image 12, continued
enhancements are made to optimize the display of fluid tiles and pages on smart phones for these
Employee Self-Service transactions:

Benefits

Pay

Payslips

Performance

Personal Details

Talent Profile

Slight changes of fluid page layouts for smart phones to optimize the display of information on small screens

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Benefits
This section describes delivered new functionality or enhancements that apply to the Benefits
applications.

PeopleSoft Human Resources Manage Base Benefits is enhanced to enable capturing additional details
of the employees ACA Eligibility Status. The following are the new enhancements:

Employers can capture data to support the Limited Non-Assessment Period for an employee.
When an employee is in a limited non-assessment period, the employer who is an ALE
member is not subject to an assessable payment under section 4980H of the Internal Revenue
Code. Enhancements are made to the ACA Component to track this information at an
employee level.

The ACA Eligibility record structure is modified in accordance with the Time and Labor
enhancements. For more information, see the Time and Labor section.

The ACA Component Interface is modified to support the above changes.

Global Payroll
This section describes delivered new functionality or enhancements that apply to Global Payroll

Element Copy
Element creation is a fundamental and basic activity for PeopleSoft Global Payroll and PeopleSoft
Absence Management. Depending on the type of element you are creating, you are required to define a
wide variety of parameters. The general parameters of all elements, however, tend to follow a standard

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structure. Entering all of this similar information for each new element can be extremely time
consuming. The Element Copy component enables you to create new elements by copying existing
elements, thereby completely avoiding most of the manual element configuration steps.

Select the element you want to copy and click Get Details. The Source Element Details group box
displays details for the element that you are copying. You can use these details as an easy reference as
you are creating your new element. Use the fields in the Target Element Details group box to define
parameters for the element that you are creating, then click Create to create the new element.

Human Resources
This section describes delivered new functionality or enhancements that apply to Human Resources.
(Note: Base Benefits functionality is covered under Benefits in this document.)

PeopleSoft Fluid User Interface for Company Directory


The PeopleSoft Fluid User Interface pages for manager and employee self-service enable individuals to
search and view profiles for people across the organization, to see a visual representation of the
organization based on your defined hierarchical structures, and access self-service transactions from
the directory.

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The Company Directory pages display category tabs in the left panel of the page that allow you to change the content that appears
in the right panel of the page.

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Tap an employee to view their profile data.

Tap the View Org Chart button to view a graphical representation of where this employee fits within the
organization.

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With Fluid Company Directory employees can easily search for other Employees in the organization,
see their reporting structure, personal information and/or other public profile information, take a look at
matrix teams they are part of and/or easily contact them through email, text or phone. Employees can
do that on the go (using their phones or tablets) or when they are in front of their computers, always with
the same application and consistent look and feel.

Manager Self-Service (eProfile Manager Desktop)


This section describes delivered new functionality or enhancements that apply to eProfile Manager
Desktop.

Guided Self Service Transactions


Two new guided self-service transactions are delivered in HCM 9.2 Update Image 12:

Retire Employee

Terminate Employee

Guided Self Service, Administrator and Review Components


The approval process for guided self-service transactions now includes two additional components.

The new administrator approval component enables a Personnel Administrator to review and act on
guided self-service transactions. This component is equivalent to the Monitor Approvals component that
the Personnel Administrator uses to approve other types of transactions.

The new review component enables requestors and reviewers for guided self-service transactions to
review (but not act on) submitted transactions. This component is accessible only through a link in the
email that requestors and reviewers receive.

Payroll for North America


This section describes delivered new functionality or enhancements that apply to Payroll for North
America.

Canadian Status India


Under Section 87 of the Canada Revenue Agency (CRA) Indian Act Exemption for Employment
Income, personal property, including employment income, is exempt from taxation for a Status Indian
employee who performs all or part of their job duties on a reserve. The CRA web site provides
guidelines for prorating the exemption when only part of First Nation Indian employees job duties are
eligible.

In HCM 9.2 Update Image 12 for PeopleSoft Payroll for North America, when you select the Status
Indian check box on the Canadian Income Tax Data page for an employee who claims First Nation
Indian status, the Special CIT Status field automatically changes to Exempt (not subject to CIT), and the
new Percent Exempt field appears with a default value of 100 percent. To comply with CRA proration
rules, you can adjust the percentage in the Percent Exempt field to control the employment income to
exempt from income taxes. When you save the record, the Special CIT Status changes to None and the
system uses the value that you entered in the Percent Exempt to calculate the income exempt from
taxes.

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If the Status Indian employee works in Quebec, the Special QIT Status field on the Quebec Income Tax
Data page automatically changes to match the value in the Special CIT Status field on the Canadian
Income Tax Data page, and the system uses the Exempt Percent value that you entered on the
Canadian Income Tax page to calculate the amount of Quebec income that is exempt from taxes.

Canadian Income Tax Data page

Canadian Special Processing for Federal Judges in QC


Under Canadian Federal and Quebec income tax laws, federally-appointed judges in Quebec must
contribute to the Canada Pension Plan (CPP) instead of the Quebec Pension Plan (QPP). In HCM 9.2
Update Image 12 for PeopleSoft Payroll for North America, you can select the new Subject to CPP
check box on the Quebec Income Tax Data page to direct the system to calculate CPP, rather than
QPP, contributions for such employees.

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Quebec Income Tax Data page

Recruiting Solutions
This section describes delivered new functionality or enhancements that apply to Recruiting Solutions.

OFCCP Enhancements
PeopleSoft Recruiting Solutions is providing additional enhancements to enable you to comply with
OFCCP Section 503 Disability Self-Identify Regulations and VEVRAA (Veterans) Self-Identify
Regulations. These enhancements build on the OFCCP functionality that was originally delivered for
Recruiting Solutions in PeopleSoft 9.2 image 7.
Talent Acquisition Manager now captures a history of changes to an applicants disability self-
identification. A new Disability History page shows this data.

Candidate Gateway now includes a site-level option to use a simplified version of the Veteran self-
identification page. Rather than asking applicants for detailed veteran information, you can present
applicants with a shorter page that asks only whether the applicant identifies as belonging to at least
one of the classifications of protected veteran. The simplified page still includes the instructional text
that describes the classifications of protected veteran, but it does not ask which classification(s) the
employee belongs to, nor does it ask for a military discharge date.

Simplified veteran self-identification options in Candidate Gateway

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Time and Labor
This section describes delivered new functionality or enhancements that apply to Time and Labor.

ACA Additional Eligibility Data Tracking


This functionality assists in creating a new ACA Time and Labor Time Reporting Code Table, so that
the customers can identify what Time and Labor TRCs should be included in the averaging of ACA
Service Hours.

ACA Time Reporting Codes Page


The enhancements also provide ACA analytical reports that assist in monitoring the hours of the
employees.

See My Oracle Support (Doc ID 1987962.1) for additional information.

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PeopleSoft HCM 9.2 Update Image 13
Image 13 delivered these new features and enhancements.

Recruiting Solutions

Attachments Enhancements
This enhancement enables both applicants and recruiters to attach cover letters and other types of
attachments directly to a job application.

Options for Candidate Gateway are configured in resume templates. In the resume template, the
resume step settings now include cover letter options. When cover letter options are enabled, the
resume step in the Candidate Gateway guided application gives applicants the ability to upload a cover
letter. The cover letter can be made either required or optional.

To support non-cover letter attachments, there is a new Attachments resume template section. As with
any resume template section, it can be placed on any step or substep within the guided application
process. The resume template also enables you to select a Text Catalog entry to use as instructional
text in the Attachments section.
Applicants continue to have the ability to upload cover letters and attachments outside the context of an
application (on the My Activities page in Candidate Gateway). These attachments are still considered
part of all of the applicants applications.
In Talent Acquisition Manager, users can see whether uploaded attachments apply to all applications or
are specific to a single application. Additionally, a Talent Acquisition Manager user who uploads a new
attachment can specify whether the attachment applies to all applications.
If cover letters are included in a routing, and if an application-specific cover letter exists, the system
includes only the application-specific cover letter. Cover letters that were uploaded outside the context
of an application are included in the routing only if no application-specific cover letter exists.
To support these enhancements, there are small changes to the setup page for Attachment Types.
Because applicants now have two ways to upload attachments, the setup page now includes two
separate settings for entering the maximum number of attachments that the applicant can upload. Also,
Cover Letter is now a distinct attachment processing type that, like resumes, allows at most one
attachment per application.

Candidate Gateway Password Enhancements

This feature provides a configuration option to lock Candidate Gateway accounts after a specified
number of failed logon attempts. When this feature is enabled, and an applicant tries to sign on with an
incorrect password, the system displays a message informing the applicant how many attempts remain
before the account is locked. After the final failed attempt, a message advises the applicant that the
account has been locked. The system also sends the applicant this information in an email notification.
The applicant can use the Forgot Password option to obtain a new system-generated password that will
unlock the account.

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This feature also adds a new security measure for applicants who are changing their passwords. Now, applicants
must enter their existing password as part of the change password process.

ePerformance
This section describes delivered new functionality or enhancements that apply to ePerformance.

Reopen Prior Steps


ePerformance provides organizations a flexible infrastructure to build employee performance review
processes that are tailored for their organizational culture and business needs. Organizations can
include mid-period reviews by inserting checkpoints in the evaluation period to track employees
progress more closely.

During the mid-period review, checkpoints maybe skipped or completed prematurely by the manager
and such action cannot be undone. This enhancement enables both managers and administrators to
reopen checkpoints under certain conditions so that necessary updates can be made.

When the system evaluates a checkpoint and it is determined to be reopen-able, the Reopen link
appears under the corresponding checkpoint folder on the left of the screen:

Reopening a skipped or completed checkpoint for updates

Click the Reopen link to refresh the Checkpoint page, and click the Reopen button displayed on that
page to reopen the current checkpoint. The checkpoint is now available for edits.

The same reopening functionality is available to the Finalize Criteria step (part of the mid-period review)
today.

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PeopleSoft HCM 9.2 Update Image 14
Image 14 delivered these new features and enhancements.

Functionality Across Applications


This section describes delivered new functionality or enhancements that apply to more than one
application.

HR Notifications
You can now use HR Notifications to publish alerts to the Notification Window accessible through in the
PeopleSoft Fluid User Interface header. Delivery methods now consist of various combinations of
sending an announcement, email, and/or notification.

New Enterprise Integration Points (EIPs)


New EIPS have been developed for fullsync and incremental syncs to move row level security data
between databases.

Guided Process Framework


The Guided Process framework leverages PeopleTools Activity Guide technology, which enables you to
define a series of actions or steps that users complete within a specific business process through a
workcenter. The Guided Process framework provides a simplified way to configure and implement
activity guides and it has its own distinct table structure, components, and pages:

The Define Guided Process Template component (GDP_TEMPLATE_TBL) enables you to


create and modify guided processes.

The Guided Process Clone Utility component (GDP_CLONE) enables you to clone existing
guided processes that you can then reconfigure for a different business process.

The Guided Process Summary pagelet (GDP_SUMMARY_PGLT) enables you to start new guided
processes, continue existing guided processes, and view information about existing guided process
instances. Users access this pagelet through dashboards to which it has been added.

The Select Guided Process component (GDP_SELECT_PRCS) enables you to start and continue guided
processes that have OPRID as the only context key field.

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Mobile Approvals Delegation of Authority

Approvals for Delegation of Authority existed only in Classic PIA. HCM Update Image 14 delivers the ability to
approve Delegation of Authority on Mobile devices.

An approved Delegation of Authority as seen on a mobile device.

HTML Email Approval for Delegation of Authority

HCM Update Image 14 enables you to approve Delegation of Authority using HTML email.

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Sample HTML Email generated for an approved Delegation of Authority transaction.

Human Resources

(USF) CPDF Cyber Security


The system supports current CPDF edits and requirements established through OPM Update 61. These
changes include:

An Operator field on the CPDF Regulatory Edits USF Edits page to support AND/OR
conditions.

Updates to the CPDF Edits configuration per OPN Update 61.

A new component, Cyber Security Speciality USF, to track cyber security codes to enable OPM
and Federal agencies to identify the cyber security workforce, determine baseline capabilities,
examine hiring trends, identify skill gaps, and more effectively recruit, hire, train, develop and
retain an effective cyber security workforce.

The new Cyber Security Speciality field is available in the Position Data and PAR components
to identify the cyber security specialty area of the position or incumbent.

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eProfile Manager Desktop: Guided Self-Service Enhancements
Two Guided Self-Service transactions, Change Full/Part Time Status and Request Location Change,
can now update position data when:

The employees position data has not been overridden.

There is a one-to-one relationship between the employee and the position.


When position data updates are enabled and a manager submits a request for an employee who meets
both conditions, both managers and approvers see messages stating that position data will be updated
as a result of the request.

The administrator review page for transactions that update position data now provide an option to let the
system make the updates automatically, and a link to the Position Data component appears along with
the link to the Job Data component.
When the system makes automatic database updates, it inserts a new effective-dated row into the
position data record. The new position data row triggers the update incumbent process, which adds a
corresponding row to the employees job record.

Recruiting Solutions

Candidate Gateway Secret Question


Secret questions for forgotten passwords provide an additional level of security for Candidate Gateway
accounts. When you enable this functionality, the system requires external applicants to choose a
secret question and supply an answer. The applicant selects a secret question from a list that you
configure.

When an applicant who has provided a secret question uses the Forgot Password option, the applicant
must correctly answer the secret question before a new password is provided. You can configure a
maximum number of secret question attempts after which the account is locked.

This feature also provides a new administrator process for resetting an applicants password and
sending a new system-generated password to the applicants email address. This process unlocks
accounts that were locked after too many failed signon attempts or too many incorrect answers to a
secret question.

Payroll for North America

(CAN) ROE Web Version 2


ROE Web is an application for Canadian employers to create and print Record of Employment (ROEs)
using internet technology and submit them to Service Canada (SC) electronically. Service Canada
made changes to the reporting requirements for the ROE forms, including requiring more detailed
information on the nature of the employees departure from their employer. In response, PeopleSoft
Payroll for North America ROE Web version 2 is enhanced with additional fields and expanded 3-letter
codes to provide Service Canada with more specific information regarding the reasons a ROE has been
issued. This version also provides the electronic ROE submission to meet SC requirements and deletes
the printed paper version.

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Fusion Cloud Integration
PeopleSoft HCM Payroll for North America to Oracle HCM Fusion Cloud integration enables customers
who have migrated from PeopleSoft HCM to Fusion HCM Cloud to integrate employee personal, job,
and absences data in Fusion with payroll setup data in PeopleSoft and continue using PeopleSoft
Payroll for North America for payroll purposes for US and Canada employees.
An Application Engine (AE) integration batch process program performs the integration between
PeopleSoft and Fusion. The AE process extracts from Fusion all the data required to run payroll in
PeopleSoft (setup entities, person, job, bonus, and absence information), places it in the appropriate
Fusion extract file (worker structure, worker, or bonus) in the specified configuration folder, and pushes
the data to the PeopleSoft staging table. Then, using domain value maps (DVMs) to transform the data
into a PeopleSoft-recognized format, the process inserts the transformed data into the respective
PeopleSoft transaction tables. When set up properly, the integration runs payroll successfully from
Fusion with minimal user intervention.

Global Payroll Core


Fluid Mobile Payslips for Smartphones

This feature uses the PeopleSoft Fluid User Interface to render payslip information for small form
factor devices, enabling employees to view payslip information on their smartphones.

The new Payment Summary page provides a brief summary of payslip information. From this page, you
can also access more details for the following payslip information:

Earnings
Deductions
Payment Distribution
Payroll Balances
Absence Balances
Payslip Analytics

35 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Global Payroll for India
Global Payroll for India PeopleSoft supports on implementing the Professional Tax framework by setting
up the legislative deduction according to the State Government slabs, while processing payroll.

36 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Professional Tax Details IND Definition Page

ePay

Fluid Mobile Paychecks for Smartphones


This feature uses PeopleSoft Fluid User Interface (Fluid) to present paycheck information on small form
factor devices, thereby enabling employees to view paycheck information on smartphones.

Previously, employees could view Fluid mobile paychecks on tablets (medium form factor) and laptops
and self-service kiosks (large form factor). By expanding the technology to include mobile phones (small
form factor), PeopleSoft Payroll for North America enables you to offer your workforce anytime access
to their own paycheck information and the ability to view real-time information on all form factors.

The Fluid version of paychecks can display the same information as the classic self-service PDF
paycheck, if one exists, or display non-PDF paycheck information on the small form factor Paycheck
Summary page.

The Paycheck Summary page presents a drilldown design, enabling users to access additional pages
with additional pay data details. Drilldown details are as of the selected paycheck and, for some
categories, are year-to-date details.

37 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Fluid mobile small form factor Paycheck Summary page and associated drilldown Earnings page for more details

The small form factor Paycheck Analytics page also enables users to view information for a selected
paycheck in pie chart form. Users can also change the piechart view from a Paycheck view, Earnings
view, and Deductions view of the same paycheck.

38 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Fluid mobile small form factor Paycheck Analytics page (Paycheck view)

Direct Deposit Security Enhancements


Direct deposit security enhancements provide options for masking all direct deposit account numbers,
validating the bank that is set to receive a direct deposit, and sending automatic email notifications
when direct deposit information is created or updated.

When direct deposit masking is selected on the Payroll for NA Installation page, the system masks all
but the last four digits of all direct deposit account numbers in (depending on your configuration) all
direct deposit pages for employees and administrators and on PDF and non-PDF wage statements
(paychecks and pay advices).
A new Direct Deposit Controls page is added where you can set direct deposit bank validations and
automatic email notifications.

39 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


The new Direct Deposit Controls page

When you select validation, the system confirms that the bank selected for direct deposit exists in the
system and is set up to accept direct deposit. For USA, the system validates the bank routing transit
number. For Canada, the system validates the Bank ID, and if the Bank ID is found, the system also
validates the Branch ID. If validation is unsuccessful, the employee cannot save the direct deposit
transaction.

When you select notifications, the system sends a predefined email notification to the employee or
administrator, or to the employee and administrator, depending on the Notification Type selected, each
time an employees direct deposit information is created or updated.

Time and Labor

Fluid Time Details - User Preferences Options


Administrators and users can set preferences to have the Report Time page in fluid display the Time
Details group box as collapsed or expanded upon accessing the page.

40 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Time and Labor Auto Enrollment

The Time and Labor Administrator defines the auto enrollment rules using the job and other attributes
using which the Auto Enrollment framework define the selection criteria which determine what kind of
time reporter an employee is.

Time and Labor Auto Enrollment Page

The Time and Labor Auto Enrollment Analytics enable administrators or managers to quickly analyze
the time enrollments and select the transactions that they wish to load to the base tables. The frequency
of time reporter data changes can be real-time or scheduled in a batch process based on the
configurable option chosen.

Time and Labor Auto Enrollment Analytics Landing Page

Absence Management

Employee Photo Display in Fluid


The employee photo is available on the following fluid Team Time pages for the manager:

41 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Request Absence

View Requests

Balances

Benefits
U.S. Affordable Care Act - Consent Processing

PeopleSoft HCM eBenefits is enhanced to enable employers to obtain affirmative consent from employees to furnish
Form 1095-C in an electronic format. Employees can also view the Consent Status report, and review and reset the
Consent Status page.

Form 1095-C Consent Page

The Fluid User Interface for using the Consent Process on mobile devices.

42 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for
setting up the applicable large employer information required to comply with IRC Section 6056
information reporting by applicable large employers on employer-sponsored health coverage.

ACA Aggregated ALE Group page

ACA Applicable Large Employer Table page

ACA Company Table page

43 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


PeopleSoft HCM 9.2 Update Image 15

Functionality Across Applications


This section describes delivered new functionality or enhancements that apply to more than one
application.

HR Security by Groups and Matrix Teams


The PeopleSoft HCM application provides these two additional security access types for the People
with Jobs (PPLJOB) security set.

Group Build (045) enables organizations to use groups of employees created using the
Group Build framework.

Matrix Team (046) enables organizations to use employee team that are created using the
Matrix Team feature.

eProfile Manager Desktop: Guided Self-Service


Guided self-service has these enhancements:

The Request Reporting Change transaction now supports position data changes. The transaction flow is
the same as for the other transactions that introduced position data support in image 14.

If the Reports To field is configured to be visible in a transaction, a new Manager Name field automatically
appears on the transaction and approval pages as well. The Report To field displays the position to which
the employee reports, while the Manager Name field displays the name of the person in that position.

A new Last Date Worked field is available for transactions. This field is used so that a manager can enter
an employees actual last work day (if different from the transaction date). This field is not visible in any of
the delivered transactions, but depending on your business practices, you might make it visible for the
Terminate and Retire transactions.

It is now easier for users to look up values for various guided self-service fields because additional fields
have been added to some lookup pages.

Global Payroll Core


Workforce Administration Home Page

The Workforce Administration home page is a central location from which an administrator can manage payroll
operations. The tiles and associated pages of the Workforce Administration home page enable payroll
administrators to:

Review relevant lists of employees and take action on them.

View aggregated data that help to quickly identify potential errors.

Analyze data to help in the audit process.

44 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Workforce Administrator home page

The new Workforce Administrator home page includes five tiles:

Global Payroll Calendar Groups

Global Payroll Work Items

Approvals

Global Payroll Analytics

Absence Analytics Dashboard

Note. The Approvals and Absence Analytics Dashboard access existing functionality that is not new for PeopleSoft
HCM 9.2 Update Image 15.

45 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


My Calendar Groups page

Accessed from the Global Payroll Calendar Groups tile, this page enables administrators to view and manage
calendar groups associated with the pay groups to which they have access. You can tap the Open link in the Work
Items column to access the Payroll Work Items page for the associated calendar group.

Payroll Work Items page

46 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Accessed from the Global Payroll Work Items tile or the My Calendar Groups page, this page enables administrators
to view and manage payroll work items for a calendar group. You can tap a link in the Work Item column to access
the <Work Item> page.

<Work Item> page

This page enables you to analyze data for and take actions on a payroll work item.

47 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Payroll Analytics page

Accessed from the Global Payroll Analytics tile, this page enables administrators to analyze payroll results for gross
pay, net pay, earnings, and deductions.

Global Payroll for Japan


Global Payroll for Japan PeopleSoft provides an online provision to store and maintain the My Number
for both the employees and dependents and for private companies.

The Japan Government announces the new legislation to create an ID number system which is used in
administrative procedures in Japan. The My Number system is intended to effectively identify
information about individuals that is collected and retained separately by multiple government
organizations and to enhance the efficiency and fairness of the administration of taxation and social
welfare in Japan.

In Phase I of My Number Implementation, the following areas have been incremented

Set up the application level encryption

48 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Set up Personal Number Security

Implement My Number of Employees

Implement My Number for Dependents

Implement Corporate Number

Plan Self Service

Enable Mass Upload of Personal Number


Administrator can enter the Personal Number as a National ID on the Personal Info page. Personal
Number is stored in the new PS_PERS_NID_JPN record after application level encryption (if encryption
is enabled). The user who has access to the personal number of the employees has access to their
dependents. You can add personal number as an NID in the dependents info page. Data will go into the
new HR Japan owned PS_PERS_DNID_JPN record after application level encryption.

Personal Number JPN page

Benefits
U.S. Affordable Care Act Safe Harbor Codes and Safe Harbor Relief Groups
PeopleSoft HCM Human Resources Manage Base Benefits delivers ACA Safe Harbor Codes (from
Code Series 2 Section 4980H Safe Harbor Codes and Other Relief for Employers) which provide the
IRS with information used to administer the employer shared responsibility provisions of the Affordable
Care Act. There are nine Safe Harbor codes (2A 2I); four of these codes (2E, 2F, 2G, and 2H) are
classified as Safe Harbor Relief Groups. The Safe Harbor Relief Groups component enables the
employer to identify the employee population that belongs to each of the code 2E, 2F, 2G, and 2H
groups on a monthly basis.

49 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


PeopleSoft Human Resources Manage Base Benefits is enhanced with the following new pages for
setting up the Safe Harbor Codes (Code Series 2) and Safe Harbor Relief Groups.

ACA Safe Harbor Codes page

Safe Harbor Relief Groups page

PeopleSoft HCM 9.2 Update Image 16

eProfile Manager Desktop: Guided Self-Service


If you use PeopleTools 8.55 or later, guided self-service transactions now include a slide-out Related Content panel
with separate tabs for decision support and analytics. Specifically:

On the Request Ad-Hoc Salary Change and Promote Employee transactions, the My Analytics tab gives
users access to the Simplified Analytics capabilities provided by PeopleTools. User can create and save
pivot grids that provide contextual information for a transaction. For example, analytics related to salary
and compa ratio can provide important information for salary change transactions.

The Related Information tab gives users access to the same decision support content that earlier versions
of PeopleTools displayed in a dedicated Decision Support panel. Now that the decision support appears in
the Related Content panel, it is available on all of the guided self-service transaction pages rather than
only on the Questionnaire page.

Benefits
U.S. Affordable Care Act - Data Extraction, Merge, Transmittal and Form 1095-C Printing

PeopleSoft HCM Human Resources Manage Base Benefits is enhanced to enable employers who are ALE
Members to comply with the Affordable Care Act. The Affordable Care Act requires each ALE Member to file with
the Internal Revenue Service Form 1094-C (Transmittal of Employer-Provided Health Insurance Offer and Coverage
Information Returns), and Form 1095-C (Employer-Provided Health Insurance Offer and Coverage) for each of its
full-time employees.

PeopleSoft HCM HR Manage Base Benefits product is now enhanced to support the filing of Forms 1094-C and
1095-C. This process involves data tracking, annual data setup, data loading, reviews/updates, merging other
source data, electronic transmittal and form printing. These tasks can generally be grouped into three areas:

Data extraction and merge

Form filing/transmittal

Printing Form 1095C

Most of the data required by the Forms 1094-C and 1095-C is available in the PeopleSoft system. The data
extraction process loads each employees 1095-C data onto a page for administrator to review and modify before
the forms are finalized to be transmitted and printed. Some fields are extracted directly from the PeopleSoft data
source, while some fields are derived based on rules defined in the Data Extract Definition. PeopleSoft also allows
you to upload employees form data, if processed by a third party, using the Excel-CI Load feature.

50 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


ACA Data Extract page

Merge Other Data Sources page


PeopleSoft Benefits supports the ISS-UI Channel to transmit ACA data to the IRS. In the ISS-UI Channel,
information returns are uploaded as XML files via the transmitters web browser. Two XML files are transmitted:
Form Data file and Manifest file. Once the extracted data are reviewed and finalized, the Create XML Transmittal
Process is run to generate the Form Data file, which contains the Form 1094-C and Form 1095-C data. The
Manifest File contains the ACA business header and request manifest details. The employer must upload the Form
Data file and the Manifest File at the same time.

51 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


ALE Employer Transmittal Data page

52 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


ALE Employee Transmittal Data page

53 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Create ACA XML Files page
PeopleSoft Benefits only supports printing of Form 1095-C. In addition to the printed paper copy, an electronic
version of the PDF form for employee Self Service is also provided.

Self Service - View Form 1095-C page

PeopleSoft HCM 9.2 Update Image 17


To watch a short overview of the new features delivered in HCM 9.2 Update Image 17, watch the PeopleSoft HCM
Update Image 17 Highlights video on YouTube.

Functionality Across Applications


This section describes delivered new functionality or enhancements that apply to more than one
application.

Administrator Fluid Home Pages


PeopleSoft HCM now includes two new delivered home pages.

54 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


The Workforce Administrator home page enables administrators to access navigation collections and WorkCenters
for a variety of PeopleSoft HCM applications. The following tiles are delivered as part of the Workforce Administrator
home page:

Benefits Administration

Absence Administration

Compensation Administration

HR Administration

Global Payroll Administration

New Hire Tasks

Time and Labor WorkCenter

Canadian Payroll WorkCenter

US Payroll WorkCenter

The Talent Administrator home page enables administrators to access navigation collections and dashboards for
talent-related administrative tasks. The following tiles are delivered as part of the Talent Administrator home page:

Career and Succession Planning

55 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Recruiting Home

Performance Administration

Time and Labor

Workforce Availability: Fluid Pages


PeopleSoft HCM Time and Labor Manager Self Service Workforce Availability fluid pages are built for managers to
track the status of their team members. Managers can track their employees availability statuses and perform
related actions on desktops, smartphones and tablets. They can also monitor schedule adherence and plan
schedule coverage.

The Workforce Availability page is available under Team Tile in Manager Self Service.

56 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


The Manager can track the availability of team members at any given time of the day and can monitor the schedule
adherence and then plan the schedule coverage. This facility is available for the weekly status too.
The Workforce Availability Daily view left panel displays the details for the following categories:
Scheduled

No Show

Schedule Deviation

Not Scheduled

Elapsed

Away from Work


o Unapproved Absence
o Approved Absence
o Training
o Comp off

The right hand panel for scheduled category displays different combination of data for employees who are in any of the
following combinations:

Absence and Training for the day

Absence, training and on deviation

Actual reported time as per schedule

57 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Absence (Benefits leave)

Comp Leave, Training and Reported Time.

Schedule Deviation

Recruiting Solutions

Print Application
Talent Acquisition Manager includes several enhancements to the Application Details report.

The enhanced report now includes two additional types of application information: questionnaire answers and file
attachments. Attachments are appended to the report PDF with optional separator pages to identify the attachment
type.

Recruiters and hiring managers can now choose which types of information to include in the report. When a user
invokes the Print Application action, a new Application Report Options page lists the application sections that can be
included, indicates which sections have content, and allows the user to select specific sections to include. The user
can also choose to automatically exclude any section that does not contain information.

The new sections and the ability to choose which sections to print are also available for the group printing action.
The group printing action additionally lets users choose whether to generate a single PDF or separate PDFs for
each application. Also, the group printing action now uses the same PeopleSoft BI report as the individually printed
applications rather than a separate SQR report.

58 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Human Resources

Company Directory Usability Improvements


HCM Update Image 17 delivers a redesigned Company Directory for the PeopleSoft Fluid User Interface that is
easier to use, particularly for small form factor devises, like smartphones. These improvements include:

A more intuitive landing page

Easy filtering of search results

Information accessible from a single Profile page on small form factor devices.

Elimination of multiple hotspots close to each other to avoid tapping the wrong item.

The use of eLocation map services, when licensed.

Self Service Matrix Management


End users can now create and manage matrix teams, which are viewable from the Company Directory. The
PeopleSoft Fluid User Interface now includes a new Manage Matrix Teams tile, delivered on the Employee Self
Service home page, where a user can create or update matrix teams where he or she is the owner.

Human Resources Administer Workforce

OFCCP Veteran and Disability Enhancements, Fluid


Oracle converted the PeopleSoft Disability and Veteran Status components to PeopleSoft Fluid User Interface so
that self-service users can access them from the Personal Details tile in Fluid to enter and update their own disabled
and veteran status from their smart phone or tablet. Oracle also added a link from the Personal Details page in Fluid
to Form I-9, the USCIS (U.S. Citizenship and Immigration Services), Employment Eligibility Verification form so that
self-service users can view and print the form and its instructions. The self-service Disability and Veteran Status
components and Form I-9 are required for compliance with U.S. Department of Labors OFCCP (Office of Federal
Contract Compliance Programs).

eProfile Manager Desktop

Guided Self-Service
If you use PeopleTools 8.55 or later, guided self-service transactions are now rendered using the Activity Guide
framework from PeopleTools. The system uses the same configuration pages to control what is included in the
transaction, but the end-user experience now conforms to the common activity guide pattern. For example, the Next
and Previous buttons have moved up to the page header.

This update image also enhances the configuration options for guided self-service. You can now configure
transactions with different settings for different regulatory regions. And when you allow end-users to select a
transactions action reason, you can now choose which action reasons are available for the end user to select.

Manager View As Functionality


The Manager View As feature enables managers to access the teams of other managers within their reporting
structure quickly from the My Team fluid pages. When the logged-in manager has direct-line reports that are also

59 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


managers, the My Team pages will display the Change Team link at the top of the page. The Change Team link
provides an easy way to navigate to various manager teams without having to drill down one level at a time.

Global Payroll Core

Element Browser
The Global Payroll Element Browser enables you to browse elements by country. It presents consolidated details for
each element including the relationships between it and other elements. You can use it to browse elements for
Global Payroll Core, Absence Management, and all Global Payroll Country Extensions.

The Element Browser provides an easy way to navigate the elements associated with a particular country. In
addition, it serves as a learning tool by providing quick access to detailed information on elements associated with a
particular feature or country extension.

Global Payroll for Brazil

eSocial Reporting
eSocial is a nationwide program that is led by the Brazilian Government to streamline the transmission of HR and
payroll-related information from companies doing business in Brazil to the Government in a centralized framework.
In this image, Global Payroll for Brazil delivers a list of setup pages in preparation for the implementation of eSocial.

60 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


It also delivers changes to existing HR and GP for Brazil pages; these field changes are used to capture data that is
required for eSocial reporting.

Global Payroll for Australia

ComSuper Self Service Reporting


The Data and Payment Standards have provided a XBRL file format for reporting Superannuation related details to
the Australian authorities. The Create ComSuper SS Report Files AUS run control page is modified to support XBRL
report generation. The XSLT attachments and the XML framework required for this feature are also included.

PeopleSoft CRM 9.2 HelpDesk for Human Resources


While this is not a product delivered as part of HCM or ELM, its functionality is so closely tied to HCM that were
listing it here as a convenience for HCM decision makers who use or might be considering using this product.

CRM 9.2 HelpDesk for Human Resources features delivered in Update Images since the application suite was
made generally available include the following.

Enhancement to Pivot Grid Analytics including the following: Pivot Permission list for Agents; Pivot Case
Age distribution based on age bands for a particular category; modification of the common objects for Pivot
Grid; Pivot Related Action pages modification; modification of the Tiles for Pivot Grid; Agent Arrival versus
Closure tile displays the count of cases which had arrived and which were closed for the agent, based on
the source; Agent Case Age Analysis tile displays live chart data for an agent to analyze his case age; My
Case Backlog page for Agents to view an interactive pivot chart of the case backlog of the agent who has

61 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


logged in; Manager Arrival versus Closure tile displays live chart data for case arrivals and cases closed;
Manager Case Age Analysis tile that displays live chart data for case age analysis; Manager Backlog Pivot
page to view an interactive pivot chart for the teams case backlog and the count of case SLAs at risk;
enhancement to enable HR Helpdesk Pivot Analytics on Fluid User Interface; and enhancement to add HR
Helpdesk Pivot Permission list for Managers.

Problem Type and Source fields have been added to the Quick Code Page. Use the Quick Code page to
set up quick code shortcuts that an agent can use to enter data automatically into various fields on the
Case page. You can use quick code to have the system suggest an action and to populate other fields on
the Case page.

Added feature that enables the customer to choose the Peoplesoft employee number or EBS Employee
number or Both in HR Help-desk Case, Person, Worker, Mini Chat Navigation, Create Case for Direct
Reportee in Employee self service for manager and 360 Degree page.

Added the CRM Full Sync Integration Guided Process to initiate and monitor the full sync integration
between HCM and CRM. The guided process is hosted on PeopleSoft HCM. The CRM Full Sync
Integration Guided Process is a wizard that improves and simplifies the processing of full sync integration
points between PeopleSoft HCM and CRM.

Added pre-defined CRM Application Data Sets to move objects from one environment to another.

See the full documentation for these features on our Hosted Online Help Documentation site.

62 | PEOPLESOFT HCM/ELM 9.2 UPDATE IMAGE OVERVIEW


Oracle Corporation, World Headquarters Worldwide Inquiries
500 Oracle Parkway Phone: +1.650.506.7000
Redwood Shores, CA 94065, USA Fax: +1.650.506.7200

CONNECT W ITH US

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PeopleSoft HCM/ELM 9.2 Update Image Overview


January 2016

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