PeopleSoft HCM Update Image 18-21 and ELM Update Image 14-15 Overview

PeopleSoft HCM/ELM Update Image Overview
PeopleSoft HCM Update Images 18-21 and ELM Update

Images 14-15
JANUARY 2017
PeopleSoft HCM Update Image Overview - PeopleSoft HCM Update Images 18-21 and ELM Update Images 14-15
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PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

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 Oracle’s products
remains at the sole discretion of Oracle.

Table of Contents
Disclaimer 2
Preface 1
Introduction 1
NEW! Update Image Highlights Videos 2
PeopleSoft ELM Update Image 14 3
Mobile Learning – SCORM/AICC 3
PeopleSoft ELM Update Image 15 4
Learner Merge 4
Navigation Collections 4
Fluid Approvals 5
PeopleSoft HCM Update Image 18 7
Functionality Across Applications 7
File Integration Framework 7
HCM Manager Self Service Simplified Analytics 8
Navigation Collections 10
Absence Management 11
Absence Management Manager Analytics 11
Benefits 12
HR Base Benefits: ACA Forms 1094-C/1095-C Correction and Replacement
Processes 12
eBenefits: Form 1095-C Viewing 12

Human Resources 13
Phased Retirement USF 13
Company Directory Analytics 13
ePerformance 14
Team Performance Analytics 14
eProfile Manager Desktop 14
My Team Analytics 14
Small Form Factor for Manager Guided Self Service 15
Global Payroll (Core) 16
Mobile Payslips 16
Global Payroll for Brazil 17
eSocial Reporting 17
Global Payroll for France 18
DSN Reporting 18
Payroll for North America and ePay 19
(USA) Updateable PDF Tax Forms (W-4) 19
Recruiting Solutions 20
Fluid Candidate Gateway 20
Talent Acquisition Manager Analytics 23
Time and Labor 24
Weekly Copy time 24
Team Time Analytics 26

Configurable Global Name Formatting 28
Absence Management 29
Absence Cancelation 29
Employee Snapshot 30
Viewing Empty Positions on the My Team Pages 32
Global Payroll (core) 33
Global Payroll Variance Analytics 33
Mobile Payslips 33
Global Payroll for Brazil 34
eSocial Reporting 34
Human Resources 36
Mass Update for Business Titles between Position Data and Job Data 36
Fluid Candidate Gateway Enhancements 37
Applicant Diversity Overview Analytic 38
Time and Labor 39
Time and Labor Workforce Availability Analytics 39

Fluid Approvals 40
Employee Photo Mass Upload 42
HR Notifications in Fluid 43
Guided Self-Service Attachments 44
Guided Self-Service Demotion Transaction 44
Employee Snapshot Enhancements 44
Diversity by Application Analytic 45
Mobile Payslips 46
eBenefits 46
Fluid Pages for Affordable Care Act 46
eCompensation 47
Fluid Total Rewards 47
Payroll for North America 50
(USA) Wage Transparency 50
Human Resources 51
(USA) Form I-9 2017 Updates 51
Employee Snapshot Enhancements 51

Guided Self-Service: Leave of Absence Transactions 52
Mobile Payslips 52
Global Payroll for Singapore 52
IR8A/IR8S Amendments 53
PeopleSoft CRM 9.2 HelpDesk for Human Resources 53

Preface
This document provides an overview of the new features and enhancements delivered in PeopleSoft
HCM Update Images 18-21 and ELM Update Image 15.
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 2016-2017.
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.
 PeopleSoft HCM Update Images 18-21 and ELM Update Images 14-15 Overview. All new
HCM 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
1 | PeopleSoft HCM Update Image Overview

and offer customers more flexibility through the use of additional configuration options, integrations, and
new tools capabilities.
The Fluid User Interface (Fluid UI) continues to be 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 eCompensation
o ePay
o ePerformance
o eProfile Manager Desktop
o Global Payroll
o Global Payroll for Brazil
o Global Payroll for France
o HelpDesk for Human Resources
o Human Resources
o Payroll for North America
o Recruiting Solutions
o Time and Labor
NEW! Update Image Highlights Videos

As part of Oracle PeopleSoft’s continuing dedication to improving the customer experience and delivering
information in the most efficient manner possible, we now post a Highlights video to our YouTube channel that
provides a brief explanation for each major feature or enhancement delivered in that image.
2 | PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Update Image Highlights Videos do not replace our extremely popular Video Feature Overviews which tend to be
more robust and thorough explanations of a specific type of functionality. Instead, the Highlights videos allow
viewers a quick visual and audio description of major new features delivered in an image.
You’ll see a link to an Image’s Highlights video directly below the Update Image heading elsewhere in this
document.
PeopleSoft ELM Update Image 14
Mobile Learning – SCORM/AICC

Learners can launch SCORM and AICC compliant content using the PeopleSoft Fluid User Interface.
<Compliant Content> page
Learners use this page to access compliant content for a class. It now includes a progress bar at the top. This bar
displays the percentage of the class that the learner has completed. The system calculates this percentage based
on all chapters and subchapters for the class that have a status. The system considers Passed, Failed, and
Completed statuses as complete for the purposes of calculating class progress.
In addition, you can now enable bookmarking for this page so that when a learner clicks Save on this page, the
system saves the learner’s location in the compliant content. This enables learners to pick up where they left off
when they launch compliant content that is already in progress.

PeopleSoft ELM Update Image 15
Learner Merge
A situation can sometimes occur within organizations in which there are both external and internal
learner profiles for the same person. For example, a contractor who was originally added to your ELM
system as an external learner could be hired permanently leading to the creation of an internal learner
profile. This results in duplicate active learner records and distributed learning history for the same
person. In this type of situation, merging the duplicate learners manually is tedious and time consuming.
The Merge Learners component enables you to merge the learning of external source learners to a
target internal learner, creating a single, unified learning record for the learner in your ELM system.
Example of the Merge Learners page
Navigation Collections
Navigation Collections provide a quick and easy way to navigate to any set of PeopleSoft pages or components.
With Navigation Collections, users can click on one tile to access dozens of Fluid and Classic components that
would normally require more lengthy individual navigation through the Nav Bar. Customers can easily modify
delivered Navigation Collections or create new ones to suit their business needs.
You can access delivered Navigation Collections using tiles from both the Talent Administrator and Learning
Instructor Fluid home pages.

Example of a delivered Navigation Collection (Enterprise Learning)
Fluid Approvals
Fluid Approval functionality is now available on all types of devices.
The Fluid Approvals interface for managers is very similar to the previous Mobile Approval Platform
(MAP) interface, ensuring a seamless transition for your end users.

On the Pending Approvals page, you can view pending transactions by Type, Date, Requestor, or the previous approver.
For administrators, Fluid Approvals provides simple and powerful configuration options. Administrators
can now use Page Composer to easily modify approval page layouts, fields, and labels.

Use Page Composer to modify page layouts.
The following Fluid Approval transactions are available in PeopleSoft ELM 9.2 image 15:
 Class Enrollment
 Program Registration
 Supplementary Learning
Learning can launch SCORM and AICC compliant content using the PeopleSoft Fluid User Interface.
PeopleSoft HCM Update Image 18

To watch a short overview of the new features delivered in HCM Update Image 18, watch the PeopleSoft HCM
Update Image 18 Highlights video on YouTube.
Functionality Across Applications

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

The File Integration Framework feature delivered in HCM Image 18 is a guided process that assists users in
generating Flat files. It is a setup driven configurable framework that eliminates the need to customize your queries.
With this feature, users can:
 Set row level security to the data in the flat file configuration components.
 Define constants and system variables that can be used in the flat file output.
 Configure the output file type.
 Order and format the output columns.
 Preview and generate the file.
Example of a File Definition Configuration activity guide step.
HCM Manager Self Service Simplified Analytics

Using PeopleTools 8.55 functionality or higher, many of the Manager Self Service fluid pages now include a slide-
out supplementary panel that provides related information and insight to help managers complete their transactions.
Managers can now view and create helpful charts, graphs, and other related information using the slide-out
Supplementary Panel after accessing these Manager Self Service tiles:
 Company Directory
 My Teams
 Team Time
 Team Performance
 Open Jobs
Managers use the Related Information tab in the right panel of the pages to view helpful charts and graphs that are
related to the content on the page.

The My Team – Supplementary Panel showing the Related Information tab

Managers can also use the My Analytics tab to access the Simplified Analytics Wizard and create, edit, or view their
own personalized analytic reports.
The My Team – Supplementary Panel showing the My Analytics tab that contains a personalized report.
Navigation Collections
Navigation Collections provide a quick and easy way to navigate to any set of PeopleSoft pages or components.
With Navigation Collections, users can click on one tile to access dozens of Fluid and Classic components that
would normally require more lengthy individual navigation through the Nav Bar. Customers can easily modify
delivered Navigation Collections or create new ones to suit their business needs.
You can access delivered Navigation Collections using tiles from both the Talent Administrator and Workforce
Administrator Fluid home pages.
Example of a delivered Navigation Collection (Absence Administration)

Absence Management
This section describes delivered new functionality or enhancements that apply to Absence
Management.
Absence Management Manager Analytics
The Request Absence fluid page now includes a slide-out panel for accessing simplified analytics. Users can access
the My Analytics tab to create their own simplified analytics.
The Request Absence fluid page and the slide-out panel for analytics
For additional information, see HCM Manager Self Service Simplified Analytics

Benefits
This section describes delivered new functionality or enhancements that apply to one or more of the
Human Resources Base Benefits, eBenefits and Benefits Administration applications.
HR Base Benefits: ACA Forms 1094-C/1095-C Correction and Replacement Processes
PeopleSoft HR Base Benefits product is enhanced to interpret the IRS error data file.
ACA Transmission Errors page

The following pages are modified with additional fields for the correction and replacement processes:
 ACA Transmission History page

 ALE Employer Transmittal Data page
 ACA Employee Transmittal Data page
 Create ACA XML Files page
 View Form 1095-C page
eBenefits: Form 1095-C Viewing

The View Form 1095-C page is enhanced with a Sequence field, which indicates that the form was reissued.

Human Resources
This section describes delivered new functionality or enhancements that apply to Human Resources.
Phased Retirement USF
The PeopleSoft HCM application enables federal agencies and employees to initiate Phased Retirement personnel
action requests, complete approval steps using a three-step process, and generate CPDF reports.
The application delivers the necessary validations and codes—which include new Action and Action Reason codes,
NOA codes, Legal Authority codes, PAR remarks, Annuitant Indicator values, Work Schedule values, and WIP
status agency codes—to track and maintain data elements governed by OPM.
Agencies can also run the Phased Retirees Details USF report by navigating to Workforce Administration, Job
Information, Reports, Phased Retiree Details USF to generate reports to view a list of:
 Current active phased retirees.
 Employees who opted for phased retirement between a designated time period.
 Phased retirees who returned to full or part-time employment between a given time period.
 Former phased retirees who retired at certain times.
Company Directory Analytics

The Company Directory - Profile fluid page now includes a slide-out panel for accessing related information and
simplified analytics.
Oracle delivers one pivot grid, Current Headcount, in the Related Information tab of the Company Directory – Profile
page. Users access the My Analytics tab to create their own simplified analytics.
The Company Directory – Profile fluid page and the slide-out panel for related information

ePerformance
This section describes delivered new functionality or enhancements that apply to the ePerformance
application.
Team Performance Analytics
The Team Performance fluid page now includes a slide-out panel for accessing related information and simplified
analytics.
Oracle delivers one pivot grid, the Performance Status, in the Related Information tab of the Team Performance
page. Users access the My Analytics tab to create their own simplified analytics.
The Team Performance fluid page and the slide-out panel for related information
eProfile Manager Desktop

This section describes delivered new functionality or enhancements that apply to the eProfile Manager
Desktop application.
My Team Analytics
The My Team fluid page now includes a slide-out panel for accessing related information and simplified analytics.
Oracle delivers six pivot grids—the Current Headcount Profile, Headcount Movement, Performance Status,
Performance vs. Compa-Ratio, Current Salary Analysis, and Leave Balances by Type—in the Related Information
tab of the My Team page. Users access the My Analytics tab to create their own simplified analytics.

The My Team fluid page and the slide-out panel for related information
Small Form Factor for Manager Guided Self Service

Guided self-service transactions now offer improved support for small form factor devices such as phones. Page
layouts have improved, and you can now configure different (shorter) question text for small form factor devices
without changing the text that appears on larger devices.

Guided Self Service configuration now enables you to specify different question text to display on small form factor devices
Global Payroll (Core)

This section describes delivered new functionality or enhancements that apply to the core Global
Payroll application.
Mobile Payslips
The Mobile Payslip 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 Payment Summary page provides a brief summary of payslip information and enables you to access more
detailed payslip information relating to earnings and deductions, payment distribution, payroll balances, absence
balances, and payslip analytics.
As of HCM Image 18, this functionality has been implemented for the following Global Payroll Country Extensions:
 Argentina
 Australia
 China
 Hong Kong
 India
 Mexico
 New Zealand
 Singapore

 Spain
 Thailand
 United Kingdom
Global Payroll for Brazil

This section describes delivered new functionality or enhancements that apply to the Global Payroll for
Brazil application.
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
preparation for the implementation of eSocial, PeopleSoft Global Payroll for Brazil continues to deliver new setup
pages as well as changes to existing HR and GP for Brazil pages. Additionally, batch processes are delivered in this
image to:
• Load initial basic table and employee data
• Load basic table data updates
• Load labor event data updates
These processes are responsible for extracting data that is required for their eSocial events, populating it to
corresponding staging tables, and calling the application engine to generate XML files from data stored in staging
tables.
Use of application engine to process eSocial basic table events

Customers report data to eSocial in the form of XML files. If errors are found in XML files, customers can regenerate
them in a batch process:
Use of application engine to regenerate XML files for selected events
Global Payroll for France

France application.
DSN Reporting
PeopleSoft Global Payroll for France enables you to create files based on DSN reporting norms. This new feature
also supports the user to generate and send the DSN reports to the concerned authorities monthly or based on the
occurrence of any event. The data extraction and file generation process for monthly DSN reports follows the
monthly payroll cycle. Event based DSN reports are generated on occurrence of any particular event such as work
stoppages or termination. Event declaration can also be included in monthly DSN report.
With the recent enhancements to the existing Application Framework, we now support co-existence of multiple
versions for DSN in the same instance. This allows the user to continue submitting production data based on a prior
version, along with test file submissions that comply with the latest DSN norm.

The new enhancement supports co-existence of multiple versions for DSN in the same instance
Using Update DSN Data page you can also update the existing structure, add new instance of a structure, delete
structures, reverse deleted structures and generate the updated file.
Update DSN Data page enables you to update the existing structure and generate updated file
Payroll for North America and ePay

This section describes delivered new functionality or enhancements that apply to the Payroll for North
America application, and employee payroll self-service, ePay.
(USA) Updateable PDF Tax Forms (W-4)
With HCM Image 18, Oracle’s PeopleSoft Payroll for North America enables you to set up updatable PDF tax forms
so that USA employees can update their own federal and state tax withholding information using employee payroll
self-service (ePay) Fluid User Interface.

Employees access updateable tax forms from the Fluid Interface Payroll tile. The process extracts the employee’s
data from PeopleSoft and pre-fills selected fields in the agency’s tax form for that jurisdiction. When the employee
updates the tax data and submits the form, the system updates the PeopleSoft Tax Data tables with the updated
information, saves the form, and notifies the Payroll Administrator of the change. If the Approval Workflow Engine
(AWE) is enabled, and Approval Required is selected on the Company Mapping page for the jurisdiction, the system
submits the changes to the Payroll Administrator for approval first, and updates the data only after approval is
entered.
Recruiting Solutions
This section describes delivered new functionality or enhancements that apply to one or both of the
Candidate Gateway and Talent Acquisition Manager applications.
Fluid Candidate Gateway
Fluid Candidate Gateway offers applicants a modern and intuitive experience as they search for jobs, apply for jobs,
and track job opportunities. The mobile-friendly design gives applicants the flexibility to apply for jobs using mobile
devices as well as desktops and laptops.
Fluid Candidate Gateway uses the same setup as classic Candidate Gateway to provide robust and highly
configurable functionality, so moving to the Fluid User Interface doesn’t require a whole new implementation.
When applicants access Fluid Candidate Gateway, the first page to appear is the new Careers page. This page
provides a quick keyword search option along with links to other areas of the application.
If the applicant is signed in, the page displays counts of notifications, applications, favorite jobs, and saved
searches.

The Careers page welcomes appliants when they first access Fluid Candidate Gateway
The Actions List gives applicants quick access to all areas of Fluid Candidate Gateway from pages throughout the
system:
The Actions List is available throughout Fluid Candidate Gateway
Most other pages in Fluid Candidate Gateway are equivalent to the corresponding classic pages. This example
illustrates the Search Jobs page, where applicants use a combination of keyword searching and filters to find job
postings of interest. In this example, the site is configured not to show optional fields and not to allow applicants to
select and apply for multiple jobs in one application, but Fluid Candidate Gateway fully supports those configuration
options.

The Search Jobs page provides a keyword search and filtering options
Fluid Candidate Gateway, like classic Candidate Gateway, provides a guided job application process. In Fluid
Candidate Gateway, the steps in the process appear in a left panel, and applicants move through the process using
Previous and Next buttons at the top of the page.
The guided application process in Fluid Candidate Gateway

On small form factor devices such as phones, the left panel becomes a slide-out tab so that the main part of the
page fills the screen. On the Apply for Job page, the application steps become a slide-out panel. On the Search
Jobs page, the filter options become a slide-out panel.
The Apply for Job page on a small form factor device, where the step list becomes a slide-out panel.
Note. Fluid Candidate Gateway support for Federal Preferences, US Priority Placement, and Refer a Friend
functionality is delivered in PeopleSoft HCM Update Image 19.
Talent Acquisition Manager Analytics

The Open Jobs fluid page now includes a slide-out panel for accessing related information and simplified analytics.
Oracle delivers one pivot grid, the Job Opening Aging Analysis, in the Related Information tab. Users access the My
Analytics tab to create their own simplified analytics.

The Open Jobs fluid page and the slide-out panel for analytics
Time and Labor

This section describes delivered new functionality or enhancements that apply to the Time and Labor.
Weekly Copy time
The Weekly Copy Time functionality allows users to copy a full week of data using the copy options:
a. Copy from prior week
b. Copy from schedule
c. Copy Task Values
A push button in User Preference option in Weekly Time screen allows the user to select any one of the three copy
time preferences.

The user copies time in the Weekly Time screen, a full week of time will be copied. Time can only be copied to the
current week.
The Copy from schedule and Copy Task Values follow the same flow as copy from prior period.
• Copy from schedule: Copies reported time from the employee schedule
• Copy Task Values: Copies from Task Values set up in User Preferences in Classic PIA
When copying time from schedule and Task Values, there is no need for displaying a calendar.
Team Time Analytics

The Team Time fluid pages now includes a slide-out panel for accessing related information and simplified analytics.
Oracle delivers the Time Categories Comparison pivot grid in the Related Information tab of the Team Time page
and the Attendance Violations pivot grid in the Related Information tab of the Manage Exceptions page. Users
access the My Analytics tab to create their own simplified analytics.

The Team Time fluid page and the slide-out panel for related information
The Manage Exceptions fluid page and the slide-out panel for related information


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

PeopleSoft HCM now grants you the flexibility to configure name formats. You can define basic rules and configure
names by format type. This information is stored in the new Name Format Detail table. For each name format type,
define the order in which the fields should display, indicate whether or not a field is required, and identify what label
to use for each field.
Name Format Types component
Use the additional pages within the Name Format Types component to setup rules specific to the Display Name,
Formal Name, and PS Name.

Defining the display name format on the Display Name Configurations page
Absence Management
This section describes delivered new functionality or enhancements that apply to the Absence
Management application.
Absence Cancelation
Users can now cancel existing absence requests using the Cancel Absence page. They simply select a reason for
canceling and click the Cancel Absence button. The Absence Cancellation functionality is available for employees,
managers, and administrators.

Example of the Cancel Absence for employees

This section describes delivered new functionality or enhancements that apply to eProfile Manager
Desktop.
Employee Snapshot
The Employee Snapshot feature provides managers with a comprehensive view of talent data related to an
individual employee through the use of dashboards and tiles within the PeopleSoft Fluid User Interface pages. With
Employee Snapshot, managers have access to an employee’s talent data from one location instead of accessing
several components separately.

To access the Employee Snapshot, use the Related Actions menu located next to your employee’s name.
Accessing the Employee Snapshot feature
The Employee Snapshot shows a summarized view of talent related information using tiles. The left panel displays
contextual views based on a business process that the manager wants to complete. The right panel displays the
content on a dashboard using tiles to summarize information. The PeopleSoft HCM application delivers the
Summary and Promotion Readiness business processes and dashboards to manage and analyze information about
your workforce.
Summary dashboard tiles in the Employee Snapshot

Promotion Readiness dashboard tiles in the Employee Snapshot
Click tiles to access modal pages and view details about the related information. On some modal pages, you can
drill down further to see additional details about a specific row of data.
Viewing Empty Positions on the My Team Pages

You can set up the My Teams pages in PeopleSoft Fluid to display the empty positions for a manager. When using
Position Management and the allow empty positions is enabled for direct reports, the text Empty Position will appear
within the rows on the My Team pages when a position is not yet filled.
Viewing empty position on the My Team pages when empty positions is enabled in the system

Global Payroll (core)
Global Payroll Variance Analytics
Global Payroll Analytics comprises a robust set of pivot charts that enable payroll administrators to analyze payroll
results so that they can quickly find and manage exceptions. Adding to the existing set of Threshold Analytics pivots,
Image 19 introduces new Variance Analytics pivots.
Example of the Global Payroll Analytics page showing the Gross Pay Variance pivot
The Global Payroll Variance Analytics pivots display payroll results from two different pay periods, enabling you to
compare previous and current values, looking for differences that exceed a certain amount. For example, you might
want to look for payees whose salary increased or decreased by 10% or more from one period to the next. You can
view variance analytics for gross pay, net pay, earnings, or deductions.
Mobile Payslips
The Mobile Payslip 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 Payment Summary page provides a brief summary of payslip information and enables you to access more
detailed payslip information relating to earnings and deductions, payment distribution, payroll balances, absence
balances, and payslip analytics.
As of HCM Image 19, this functionality has been implemented for the following Global Payroll Country Extensions:
 Argentina
 Australia
 China
 Hong Kong

 India
 Malaysia
 Mexico
 New Zealand
 Singapore
 Spain
 Switzerland
 Thailand
 United Kingdom
Global Payroll for Brazil

Brazil application.
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
preparation for the implementation of eSocial, PeopleSoft Global Payroll for Brazil continues to deliver new setup
pages as well as changes to existing HR and GP for Brazil pages. Additionally, batch processes are delivered to in
this image to process and generate:
 Pre-hiring events
 Termination events

Use of application engine to process eSocial termination events
After events are generated, customers can track event statuses using the eSocial Events Monitor:
Use of eSocial Events Monitor to look up generated events and view event statuses

The search result lists all the events that are processed on the selected transaction date, by company and event
code:
View event details by clicking a number link in the Search Results section
For events that have gone through the XML creation step successfully, they are ready to be submitted to the
government of Brazil. Global Payroll for Brazil delivers two synchronous services to facilitate the transfer of eSocial
data between PeopleSoft and third party systems that are responsible for handling communications with the eSocial
environment of the Brazilian government. These services are developed to submit XML outputs of processed
events, and gather delivery results that are returned from the government.
Human Resources
This section describes delivered new functionality or enhancements that apply to Human Resources and Position
Management.
Mass Update for Business Titles between Position Data and Job Data
When taking advantage of the Position Management functionality, the position data will provide the Business Title
and Position Phone field values on the Job Data - Employment Information page. You can now use the Refresh
Person Org Assignments AE batch process to keep these fields updated whenever future dated rows in Position
Data become current.
Refresh Person Org Assignments page
This process also takes into consideration related language entries. Run this process to update data whenever
required or as a nightly run.

Fluid Candidate Gateway Enhancements
Fluid Candidate Gateway now supports the Refer a Friend process, enabling employees to submit a
friend’s information and resume for consideration.
The two steps of the Refer Friend process in Fluid Candidate Gateway
Fluid Candidate Gateway also now supports US Federal sections in the online job application, including
Federal Preferences and Federal Priority Placement.

US Federal Preferences section in the Fluid Candidate Gateway job application process
Fluid Candidate Gateway also has these enhancements:
 The Terms and Conditions page in the job application has been redesigned for greater
usability.
 The keyword field that applicants use to search for jobs now displays guidance text to help
applicants understand the types of keywords they can use.
Applicant Diversity Overview Analytic
Talent Acquisition Manager now includes a Diversity Overview chart that shows four important
measures of diversity: ethnicity, gender, disability, and veteran status.
You can see all diversity measures at once, or you can drill down for a closer look at a specific diversity
measure.
Filters enable you to choose the date range to report on. You can also filter data by a variety of job
data, including job title, job code, location, department, business unit, recruiter, and hiring manager.

Applicant Diversity Overview pivot grid in Talent Acquisition Manager
Time and Labor

This section describes delivered new functionality or enhancements that apply to Time and Labor.
Time and Labor Workforce Availability Analytics
The manager can analyze the employees’ time distribution against employees schedule for a defined period using
Time and Labor Workforce Availability Analytics. The analytics supports a grid with detailed list of values which
enables the manager to perform related actions without leaving the page.


This section describes delivered new functionality or enhancements that apply to more than one
application.
Fluid Approvals
Fluid Approval functionality is now available on all types of devices.
The Fluid Approvals interface for managers is very similar to the previous Mobile Approval Platform
(MAP) interface, ensuring a seamless transition for your end users.

On the Pending Approvals page, you can view pending transactions by Type, Date, Requestor, or the previous approver.
For administrators, Fluid Approvals provides simple and powerful configuration options. Administrators
can now use Page Composer to easily modify approval page layouts, fields, and labels.
Use Page Composer to modify page layouts.
The following Fluid Approval transactions are available in PeopleSoft HCM 9.2 image 20:
 Absence Cancellation
 Absence Request
 Ad Hoc Salary Change

 Add Team Members
 Address Change
 Change Full/Part Time Status
 Delegations
 Demote Employee
 Guided Self Service for Core HR
 Job Offer
 Job Opening
 Location Change
 Marital Status Change
 Maintain Team Members
 Name Change
 Performance
 Promote
 Reporting Change
 Retire
 Terminate
 Transfer
Employee Photo Mass Upload
The employee photo resize batch process now enables you to mass upload images into the PeopleSoft
application. You use the Resize Employee Photo component and process to indicate that the photos to
be resized are to be uploaded from a file. Through this process you can load the HR system photos
maintained by the administrator as well as the photos managed by the user.

Select the Upload from file check box on the Resize Employee Photos page to enter photo file information to upload.
HR Notifications in Fluid
You can now compose and send notifications using the fluid pages. Service ID HCSC_NOTIFY_FLU is
available as a Related Content Service and can be configured as a Related Action on any fluid page.
Send HR Notification alerts and emails from the fluid pages.

This section describes delivered new functionality or enhancements that apply to eProfile Manager
Desktop.
Guided Self-Service Attachments
You can now configure guided self-service transactions to support attachments. When you activate
attachment functionality for a transaction, managers can upload files on the Review & Submit page of
the guided process.
The attachments are visible on review and approval pages, including the administrator approval page.
Attachments are supported in the Fluid Approval pages that are available in image 20, but not in the
older Mobile Approval Platform (MAP) pages.
The new Attachments section on the guided self-service Review & Submit page
Guided Self-Service Demotion Transaction

Oracle now delivers a guided self-service transaction for demotions. As delivered, this transaction
includes steps for updating work and job information and for updating compensation information. If you
enter a non-negative salary change in a demotion transaction, the system displays a warning message.
Employee Snapshot Enhancements
Oracle PeopleSoft HCM continues to deliver more functionality for the Employee Snapshot feature. In
addition to accessing the Employee Snapshot dashboards and pages through the Related Actions
menu item, the Manager Self Service home page is delivered with the Employee Snapshot tile.

Upon clicking a tile, many of the secondary pages include tabs or icons to access additional information
about a specific job or talent data. These include:
 Job Details: Job Information and Job History tabs
 Compensation: Current Salary and Salary History tabs
 Performance History enables you to view data in chart or grid mode
Diversity by Application Analytic
Talent Acquisition Manager now includes an additional diversity analytic: the Diversity by Application
pivot grid.
This pivot grid provides information about ethnicity, gender, disability, and veteran status. It displays one
diversity type at a time and provides prompts so you can change which diversity type is shown. A
variety of filters and drilldown options are available.
Unlike the companion Diversity Overview chart, this chart counts each application separately. This
means that an applicant who applies for multiple jobs is counted once for each application.

Diversity by Applications pivot grid in Talent Acquisition Manager

Mobile Payslips
The Mobile Payslip 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 Payment Summary page provides a brief summary of payslip information and enables you to
access more detailed payslip information relating to earnings and deductions, payment distribution,
payroll balances, absence balances, and payslip analytics.
As of HCM Image 20, this functionality has been implemented for the following Global Payroll Country
Extensions:
 Argentina
 Australia
 China
 Hong Kong
 India
 Japan
 Malaysia
 Mexico
 New Zealand
 Singapore
 Spain
 Switzerland
 Thailand
 United Kingdom
eBenefits
This section describes delivered new functionality or enhancements that apply to the eBenefits
application.
Fluid Pages for Affordable Care Act
The Benefits Details page now has a new navigation collection for the Affordable Care Act, with two fluid pages:
 View Form 1095-C
 Form 1095-C Consent

eCompensation
This section describes delivered new functionality or enhancements that apply to the eCompensation
application.
Fluid Total Rewards
The Total Reward Statement provides managers, employees, and administrators graphical and tabular
representations of employees’ full compensation and benefits packages. It brings about employee
awareness and appreciation for the complete employment package that an organization offers, keeping
employees engage in fostering excellence in their jobs, and retaining loyalty.
In this image, the Total Reward Statement feature is also available in the fluid user interface, which
gives users the ability to view statements from any device of their choice. Fluid total rewards statements
are rendered dynamically based on the screen size of the device being used. They are presented in a
3-panel layout when viewed on large and medium form factors:
 Left panel: lists reward sections that are included in the statement.
 Main panel: displays content of the selected reward section.
 Right panel: displays useful information and links that are related to the selected reward
section.

Fluid Total Rewards Statement in 3-panel layout, displaying employee’s full compensation package at a glance
Breakdown of a selected reward category on the fluid Total Rewards Statement, along with useful information specific to that reward

The layout of total reward statements is adjusted for smartphones. After a section is selected on the left
panel, the panel collapses for section content to display fully on the screen. Scroll down the page to
view the entire section.
Display of fluid Total Rewards Statement on small form factor
Administrators now have more control over the display of total rewards statements through template
configuration. For example, they can decide whether or not to include employee contributions in the
calculation of overall totals and section totals. They can also choose which columns to appear in section
grids, and include images, links and informational text for each section to provide additional assistance
to viewers.

More configuration options in template definition to control what to display on total rewards statements
Payroll for North America

This section describes delivered new functionality or enhancements that apply to the Payroll for North
America application.
(USA) Wage Transparency
Payroll for North America now provides additional information on pay statements for employees in Oregon to stay
informed about their compensation. New information to be available on paychecks includes the number of regular
and overtime hours worked, pay rates, minimum wage allowances, payment date, how employees are paid (hourly,
salary, or by commission), and the employer's business identification or registry number.

Human Resources
This section describes delivered new functionality or enhancements that apply to the Human Resources
application.
(USA) Form I-9 2017 Updates
The online Form I-9 is aligned with the USCIS I-9 Form changes approved November 14, 2016. These
enhancements include updated field labels and formatting, embedded help on each field to ensure
information is entered correctly, the ability to enter multiple preparers and translators, a dedicated area
for including additional information, and so forth.

This section describes delivered new functionality or enhancements that apply to the eProfile Manager
Desktop application.
Employee Snapshot Enhancements
You can now quickly review employee compensation data using the Compensation Review dashboard
within the Employee Snapshot feature. Employee Snapshot also includes additional tiles and pages to
review the employee’s Total Rewards data. View the most recent total rewards statement for earnings,
benefits, and other compensation information of a direct report in a chart or grid format.

Guided Self-Service: Leave of Absence Transactions
Oracle now delivers guided self-service transactions for leaves of absence. Two separate transactions
exist: Request Leave of Absence and Request Paid Leave of Absence.
As delivered, the two new transactions present the same fields to managers (including the newly
supported Expected Return Date field). They also share a single approval process. The transactions
differ in the action that gets inserted into the employee’s job record: Leave of Absence or Paid Leave of
Absence.

Mobile Payslips
The Mobile Payslip 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 Payment Summary page provides a brief summary of payslip information and enables you to
access more detailed payslip information relating to earnings and deductions, payment distribution,
payroll balances, absence balances, and payslip analytics.
As of HCM Image 21, this functionality has been implemented for the following Global Payroll Country
Extensions:
 Argentina
 Australia
 China
 France
 Hong Kong
 India
 Japan
 Malaysia
 Mexico
 New Zealand
 Singapore
 Spain
 Switzerland
 Thailand
 United Kingdom
Global Payroll for Singapore

Singapore application.
IR8A/IR8S Amendments
Amendment of IRAS submission is required when there is a change to the submitted amount or the field
affecting the total amount of employment income. To make any modifications before the actual
submission to the IRAS we use the Create IR8A/IR8S Form page.
Now, you can also modify the record after the actual submission to the IRAS using the IR8A/8S
Amendment Data SGP page. Amendment data is also maintained using the same page.
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 we’re
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
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 team’s 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.
 Added feature that enables the employee to view all HR HelpDesk related information on a single
dashboard; thereby facilitating the employees to quickly review and take necessary actions. This feature
uses the PeopleSoft fluid user interface to access a variety of self-service application transactions.
Employees can now view and manage self-service application transactions after accessing these HR
Service Center tiles.
 Search For Answers
 Create Case
 My Cases
 Frequently Asked Questions
 Known Issues
 Top Solutions
 HR Shortcuts
The Create Case wizard for related information
 Added new data elements for US Federal to HRHD 360-Degree View. PeopleSoft HCM may be set up and
used by US Federal customers, who are US Government entities. These organizations capture and use
data elements which are different from private organizations who have implemented PeopleSoft HCM. For

the HR HelpDesk Agent to provide effective service delivery to the Federal employees, following data
elements are introduced in the HRHD 360-Degree View.
 Payplan Series / Grade / Step
 Benefits/FEHB Data
 FEGLI/Retirement/FICA
 Appointment Type
 FLSA Status
 DOS Tenure and Tenure
 Service computation date (Leave, Retire, TSP)
The Job and Position Summary page for related information
See the full documentation for these features on our Hosted Online Help Documentation site.

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PeopleSoft HCM/ELM Update Image Overview

PeopleSoft HCM Update Images 18-21 and ELM Update

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

NEW! Update Image Highlights Videos 2

PeopleSoft ELM Update Image 14 3

Mobile Learning – SCORM/AICC 3

PeopleSoft ELM Update Image 15 4

PeopleSoft HCM Update Image 18 7

Functionality Across Applications 7

File Integration Framework 7

HCM Manager Self Service Simplified Analytics 8

Absence Management Manager Analytics 11

HR Base Benefits: ACA Forms 1094-C/1095-C Correction and Replacement

eBenefits: Form 1095-C Viewing 12

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Phased Retirement USF 13

Company Directory Analytics 13

Team Performance Analytics 14

eProfile Manager Desktop 14

Small Form Factor for Manager Guided Self Service 15

Global Payroll (Core) 16

Global Payroll for Brazil 17

Global Payroll for France 18

Payroll for North America and ePay 19

(USA) Updateable PDF Tax Forms (W-4) 19

Fluid Candidate Gateway 20

Talent Acquisition Manager Analytics 23

Time and Labor 24

Weekly Copy time 24

Team Time Analytics 26

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Functionality Across Applications 28

Configurable Global Name Formatting 28

eProfile Manager Desktop 30

Viewing Empty Positions on the My Team Pages 32

Global Payroll (core) 33

Global Payroll Variance Analytics 33

Global Payroll for Brazil 34

Fluid Candidate Gateway Enhancements 37

Applicant Diversity Overview Analytic 38

Time and Labor 39

Time and Labor Workforce Availability Analytics 39

PeopleSoft HCM Update Image 20 40

Functionality Across Applications 40

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Employee Photo Mass Upload 42

eProfile Manager Desktop 44

Guided Self-Service Attachments 44

Guided Self-Service Demotion Transaction 44

Employee Snapshot Enhancements 44

Diversity by Application Analytic 45

Global Payroll (core) 46

Fluid Pages for Affordable Care Act 46

Fluid Total Rewards 47

Payroll for North America 50

(USA) Wage Transparency 50

PeopleSoft HCM Update Image 21 51

(USA) Form I-9 2017 Updates 51

eProfile Manager Desktop 51

Employee Snapshot Enhancements 51

PEOPLESOFT HCM UPDATE IMAGE OVERVIEW

Global Payroll (core) 52

Global Payroll for Singapore 52