HCM 9 2 Prerelease Notes

Prerelease Notes
Oracles PeopleSoft Human Capital Management and Enterprise Learning Management 9.2
October 2012
Prerelease Notes for PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 Copyright 2012, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be errorfree. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
Prerelease Notes
PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 October 2012
Contents
Introduction............................................................................................................................................. 5 Purpose of This Document ................................................................................................................. 5 Related Resources ............................................................................................................................. 5 Statement of Direction .................................................................................................................... 5 Release Value Proposition ............................................................................................................. 6 Prerelease Notes ............................................................................................................................ 6 Release Notes ................................................................................................................................ 6 Cumulative Feature Overview Tool ................................................................................................ 6 Video Feature Overviews ............................................................................................................... 6 PeopleSoft Information Portal ......................................................................................................... 7 Social Media ................................................................................................................................... 7 Executive Summary ............................................................................................................................... 8 Enhancements That Are Common To Multiple Applications ................................................................. 9 PeopleSoft Search .......................................................................................................................... 9 Pivot Grids .................................................................................................................................... 12 Embedded Help ............................................................................................................................ 13 New PeopleSoft Online Help Solution .......................................................................................... 14 PeopleSoft Continuous Delivery Model ........................................................................................ 16 PeopleSoft Update Manager ........................................................................................................ 17 PeopleSoft iPad Certification ........................................................................................................ 18 PeopleSoft Interaction Hub ........................................................................................................... 18 PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations ...................................................... 19 PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2 Enhancements ..................................................................................................................................... 21 Core Human Resources ............................................................................................................... 22 Compensation ............................................................................................................................... 33 ePerformance ............................................................................................................................... 40 Plan Careers ................................................................................................................................. 47 Plan Successions .......................................................................................................................... 49 Other Enhancements .................................................................................................................... 55
Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Prerelease Notes
Enterprise Learning Management (ELM)...................................................................................... 57 Recruiting ...................................................................................................................................... 73 Payroll for North America .............................................................................................................. 91 Benefits ......................................................................................................................................... 94 Absence Management ................................................................................................................ 107 Time and Labor ........................................................................................................................... 110 Pension ....................................................................................................................................... 116 Global Payroll Core ..................................................................................................................... 119 HR HelpDesk .............................................................................................................................. 123 Country-Specific Enhancements ........................................................................................................ 132 Brazil ............................................................................................................................................... 133 China .............................................................................................................................................. 136 France............................................................................................................................................. 141 Spain............................................................................................................................................... 143 Switzerland ..................................................................................................................................... 150 Thailand .......................................................................................................................................... 159 UK ................................................................................................................................................... 163
Prerelease Notes
Introduction
This section discusses: Purpose of this document Related Resources
Purpose of This Document

This document provides an overview of the new features and enhancements planned for Oracles PeopleSoft Human Capital Management and Enterprise Learning Management 9.2. It is a road map intended to help you assess the business benefits of upgrading to PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 and to plan your IT projects and investments. HCM is used throughout this document as a means of grouping our extensive family of products. More information about all our products can be found on our Oracle PeopleSoft Applications page. This document is only a preliminary version and is not subject to your license agreement or any other agreement with Oracle. The final version will be the PeopleSoft Human Capital Management and Enterprise Learning Management 9.2 Release Notes. This document contains intended developments and functionalities and is not meant to be binding on Oracle to any particular course of business, product strategy, or development. Please note that this document is subject to change by Oracle at any time without notice. Throughout this document, you will find examples of Oracles ingenuity at work. In each secti on, we provide detailed descriptions of exciting features, functions, and products in PeopleSoft HCM 9.2, along with business benefits that you will be able to achieve. Note. Only those products that have significant enhancements are mentioned in this release document.
Related Resources
This section discusses four publications that provide in-depth technical and functional information for new and enhanced functionality in release 9.2. In many cases, the content in this document may have originated in the referenced documents.
Statement of Direction
The statement of direction typically is published 9 to 12 months prior to a release. It provides a highlevel overview of the major focus of product development efforts, enabling high-level business decision makers to begin preliminary upgrade planning.
Prerelease Notes
Release Value Proposition

The release value proposition provides more functional details than the statement of direction, identifies major enhancements, and articulates the expected business benefit. This document is designed to help you to determine whether new product features might warrant upgrading from an old release or embarking on a new implementation. With this information, managers will be able to initiate preliminary budget planning and begin putting together a project team to further evaluate specific products. See PeopleSoft Human Capital Management 9.2 Release Value Proposition.
Prerelease Notes
Prerelease notes provide more functional and technical details than the release value proposition. This document describes how each enhancement functions within the context of the greater business process. This added level of detail should enable project teams to answer the following questions: What out-of-the-box functionality will change? What customizations may be affected? How will an upgrade or new implementation affect other systems? How will these changes affect the organization?
After the project team has reviewed and analyzed the prerelease notes, business decision makers should be able to determine whether to allocate budget and initiate implementation plans.
Release Notes
Release notes are published at general availability (GA) and validate the final scope of the release. The release notes discuss the features and enhancements that are available with the GA release of each product, describing the finalized functional and technical details that will enable project teams to confirm budgets and complete implementation plans.
Cumulative Feature Overview Tool

The Cumulative Feature Overview Tool helps you plan your upgrades by providing concise descriptions of new and enhanced solutions and functionality that have become available between your starting and target releases. You simply identify the products that you own, your existing release, and your target implementation release. With a single click, the tool quickly produces a customized set of high-level, concise descriptions of features that have been developed between your starting and target releases. The tools output is a Microsoft Excel spreadsheet, so you can easily manipulate and sort the results any way you wish or copy the content into other implementation planning documents. See PeopleSoft HCM Cumulative Feature Overview Tool.
Video Feature Overviews

PeopleSoft creates Video Feature Overview webcasts developed by PeopleSoft Information Development with input from Oracle PeopleSoft Development and Strategy Organizations. These videos are generally five minutes or less in length and provide a fantastic overview of the feature being highlighted. There are also direct links elsewhere in this document to specific Video Feature Overviews in those sections where the feature is being discussed. So if you encounter a feature description in these Prerelease Notes and theres an associated Video Feature Overview link, you can choose to watch the video to learn about the features functionality.
Prerelease Notes
If you are an existing Oracle/PeopleSoft customer, you can view some Video Feature Overviews for upcoming 9.2 features on this My Oracle Support, password protected PeopleSoft Video Feature Overviews for 9.1 Feature Packs and 9.2 page. If you are not currently an Oracle/PeopleSoft customer, you can enjoy our public-facing Video Feature Overviews on our YouTube Channel.
PeopleSoft Information Portal

PeopleSoft works hard to be sure you have as much information as possible about our applications and technology. The PeopleSoft Information Portal provides you with a single entry point to locate the documentation, training, and other useful information you need to help with your implementation process and improve your daily experience with our products. The portal includes our popular Information Solution Sheets (in downloadable PDF format) and links to our applications community, online help and support.
Social Media
You will find lots of great information about PeopleSoft applications and technology through various social media platforms. Some of the information may pertain to this current release. We recommend you subscribe to the PeopleSoft social media sites to be kept current on the latest news and information from PeopleSoft. Direct links are provided below for your convenience. Applications Strategy Blog Legislative Updates Blog PeopleTools and Technology Blog Twitter Facebook LinkedIn YouTube
Prerelease Notes
Executive Summary
PeopleSoft Human Capital Management (HCM) is a world-class, HCM solution for organizations of every size, region, and industry. Only Oracle has a global, web-based, single system HCM solution that covers every aspect of the HCM road mapfrom core human resources (HR) transactional functionality through service automation and delivery to integrated enterprise talent management solutions. Businesses are continuously being asked to do more with less. PeopleSoft HCM and ELM 9.2 focus on Simplicity, Productivity, and Lower Total Cost of Ownership. By delivering simple, streamlined business processes with embedded information, Employees can complete their transactions quickly, access the information they need without interrupting their transactions, and can complete their tasks without requiring assistance. Managers are alerted to the tasks that need their attention and can complete those tasks efficiently, allowing them to be more productive. And with the flexible options and wide capabilities of both the application and the toolset, Administrators can develop and configure business processes that truly have positive impacts on business performance. We continue to deliver new and enhanced functionality designed to help drive organizational effectiveness, provide decision support tools to facilitate intelligent business execution and offer customers more flexibility through the use of additional configuration options, integrations, and new tools capabilities. Information regarding the product roadmap and the continued evolution of the PeopleSoft HCM applications can be found on the Oracle PeopleSoft Human Capital Management web site.
Prerelease Notes
Enhancements That Are Common To Multiple Applications

Oracle continues to deliver enterprise-wide features that enhance your ownership experience and help you run your business more efficiently and profitably. With the release of PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2, Oracle delivers: PeopleSoft Search Pivot Grids Embedded Help New PeopleSoft Online Help Solution PeopleSoft Continuous Delivery Model PeopleSoft Update Manager iPad Certification PeopleSoft Interaction Hub PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations
PeopleSoft Search
PeopleSoft Search Video Feature Overview Play Now
Human resource and learning applications contain a wealth of data, but finding information in them quickly can be difficult. PeopleSoft Search uses Oracles Secure Enterprise Search engine and PeopleSoft Search Framework to enable global and keyword contextual searching so users can find the right information quickly in the PeopleSoft applications. PeopleSoft Search capabilities were initially available as part of the continuous delivery model on the PeopleSoft HCM and ELM 9.1 releases. We have continued to expand and enhance these capabilities in the PeopleSoft HCM and ELM 9.2 releases. With PeopleSoft Search integrated into HCM and ELM, users can interact with the application in a new way. From one keyword search entry field at the application level, users are able to search for and further refine their results to quickly pinpoint the information they need globally across the application. Actions related to the search results are available with one click, enabling business processes to begin directly from the search results without requiring menu navigation. This functionality increases productivity by significantly reducing the steps required to complete many business processes. The results returned and any actions available to the user are based on their access level, keeping your data secure.
Prerelease Notes
At the component level, keyword search pages are enabled for some components to enhance the current search capabilities for administrators.
Global Search with Related Actions
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Prerelease Notes
The preconfigured search definitions, or SES indexes, that Oracle delivers in the HCM and ELM 9.2 releases are listed below. Person Job Data* Time Sheet Compensation History Career Plans Succession Plans Absence Requests Absence Balances Performance Documents Health Benefits* Total Rewards Applicants Job Postings Additional Pay* General Deductions* Garnishments* Learning (This search definition exists in the ELM database, and can be configured as a remote search from HCM)
*These search definitions are available for both the Global Search and the component Keyword Search Page search features. Additional Pay, General Deductions, and Garnishments are grouped under Payroll for North America in Global Search.
In addition to the new search definition, a new My Associations facet is delivered for some of the search indexes to quickly identify results that are related to the user. Additional search fields are added to the Job Data search, allowing administrators to search based on Pay Groups and National ID. PeopleSoft Search, implemented both as a global search option and at the component level as a Keyword Search Page level, is a tool that will benefit everyone in your organization. It is a flexible search solution that provides easy access to needed data and allows users to begin transactions directly from the results. This PeopleTools feature extends beyond HCM and ELM, allowing customers to include indexes from PeopleSoft CRM, Financials, or even external indexes created by the customer. The new search indexes can be easily configured by customers without coding.
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Prerelease Notes
Pivot Grids
Pivot Grids Video Feature Overview Play Now
As organizations enable managers to make more strategic decisions on their talent, it is critical to empower them with the proper tools to support this while maintaining data privacy. Pivot Grids were introduced in PeopleTools 8.52 to provide self-service, interactive analytical grids and charts for users to slice and filter data. Organizations can easily deploy the dynamic reporting and analytics capabilities of pivot grids embedded within transactional pages to support key personnel, organizational, and compensation decisions. Pivot grids allow users to view the data within the context of the transaction, eliminating the need to export data to a spreadsheet, thereby ensuring proper data security. Pivot Grids use PS Queries as the basis to gather the data and then transform the results into easy to use pivot tables or charts. Customers can utilize the delivered pivot grids, or quickly configure their own using a 5-step setup wizard based off of any PS Query. PeopleSoft HCM and ELM 9.2 deliver multiple pivot grids in the following areas: Core HR Compensation ELM Global Payroll and Absence Time and Labor Talent Acquisition Manager
Examples of the pivot grids are detailed in the product sections below. For more information on Pivot Grids, see the PeopleTools 8.52 Release Value Proposition document on My Oracle Support. See Also Headcount Pivot Grids Compensation Pivot Grids Learning Pivot Grids Department Analysis using Pivot Grids Time and Labor Workcenter Recruiting Pivot Grids
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Prerelease Notes
Embedded Help
Many tasks that Employees, Managers, and Administrators need to complete within an HCM or ELM application only need to be completed on an occasional basis but can involve several steps. PeopleSoft HCM and ELM 9.2 continue to streamline and simplify these tasks for the users. By delivering embedded help for key transactions, users are able to access the information they need to navigate efficiently through these unfamiliar tasks and complete their transactions. Detailed, embedded help now appears to users when they select the information icon available on group boxes, grids, or scrolls on a page. These page-specific instructions are designed to help users quickly understand what they need to do to complete the specific task at hand. The help appears in a modal window that can be moved but remains visible as users navigate through the page. Embedded help is easily configurable, enabling organizations to create, edit, and provide their own embedded help text, ensuring that it fits their particular business processes and meets the needs of their users. Embedded help was initially delivered as part of the continuous delivery model in the PeopleSoft HCM and ELM 9.1 releases for many key transactions. Embedded help for many additional self service and administrative transactions are delivered in the HCM and ELM 9.2 releases.
Embedded Help for Reverse/Adjust Paychecks

Making embedded help available to users increases their efficiency in completing seldom performed tasks, improves employee satisfaction, and reduces the need for assistance from system administrators or help desks in completing these tasks.
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Prerelease Notes
New PeopleSoft Online Help Solution

PeopleSoft is always searching for new ways to help our customers be more productive and efficient while using our applications. Based on industry best practices and customer feedback, we have redesigned our PeopleSoft help solution to include the following enhancements: A modern user interface to engage with our application help content. A new content structure that allows for a more intuitive help-content to application-page relationship. Business Process Map (BPM) graphical integration and navigation with the online help documentation. Embedded media, such as feature demonstration videos and audio files.
Starting with 9.2, PeopleSoft delivers our new help solution interface that looks and functions much like a website rather than our past book format structure for help documentation.
The new help solution offers you a navigation option similar to the websites youre already familiar with using on a daily basis.
You have multiple ways to navigate to help information. You are able to access information: Through the Help link on the application pages. By browsing the related Business Process Maps.
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Prerelease Notes
By browsing by product. Through pertinent related links, and By using search mechanisms.
PeopleSofts new help solution offers the same robust documentation youve come to expect from us, but with many more options to access the help easily and quickly.
When viewing Business Process Maps, you see links within the maps that will take you to the help content for the corresponding online help documentation.
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Prerelease Notes
When viewing the Business Process Maps that are delivered with our help documentation, you are able to click on links at various stages in the business process flow and be taken directly to the help documentation for that page.
Along with the new help solution we continue to deliver our very popular hosted documentation and downloadable PDFs. No matter how you might want to access our help documentation, PeopleSoft has made every option as easy and informative as possible.
PeopleSoft Continuous Delivery Model

PeopleSoft Continuous Delivery Model Video Feature Overview Play Now
Oracle is committed to protecting the value of your software and delivering a superior ownership experience by continuing to support and invest in the PeopleSoft applications that youre running. As a part of this commitment to our customers, we are going to continuously deliver new capabilities and features for the industry-leading PeopleSoft applications outside of major releases. We plan to do this in a manner that is less disruptive than an upgrade or reinstallation. PeopleSoft plans to accomplish this by delivering new features and capabilities within each calendar year between major releases. We refer to these new features and capabilities as Feature Packs. You can obtain them through several existing mechanisms, such as: Bundles and individual postings Maintenance Packs Revision recut media.
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Prerelease Notes
If you are a PeopleSoft customer and your organization is already live on the current release, you can obtain the latest capabilities by deploying either cumulative or delta maintenance packs, maintenance bundles, or individual postings. These include maintenance and feature packs as described in your documentation. If you are upgrading from a previous release, or if you are a new customer installing the current release, you can make sure you have the latest capabilities by deploying the most recent revision recut from the Oracle Software Delivery Cloud. The Revision recut media includes the latest General Availability software release, all of the maintenance postings up to the date of the revision recut, and all of the feature packs up to the date of the revision recut. PeopleSoft plans on delivering Feature Packs at different times and over the course of a year between major releases through maintenance packs, bundles, and individual postings. Revision Recuts are planned for annual delivery through the Oracle Software Delivery Cloud. PeopleTools releases are planned for annual delivery through the Oracle Software Delivery Cloud. And new PeopleSoft application releases are planned for delivery every three years through the Oracle Software Delivery Cloud.
PeopleSoft Update Manager

PeopleSoft Update Manager Video Feature Overview Play Now
PeopleSoft Update Manager provides the tools a customer needs to reduce time, effort, and the cost of PeopleSoft application maintenance. On a regular schedule, PeopleSoft will deliver the most current PeopleSoft applications code and objects in the form of a PeopleSoft Update Image on a Virtual Machine. PeopleSoft Update Manager utilizes familiar tools like Change Assistant and Change Packager and provides a way for customers to select what they want to patch to their environment. With PeopleSoft Update Manager: Your environment does not have to be current on maintenance. You can select a single fix and have the system automatically find the needed prerequisites to go with that fix. You can get current on fixes by having the system generate a custom change package that suits the current state of your environment.
Lifecycle Management
Cost and effort should no longer be the primary factors when customers decide whether to stay current on application patches and fixes. Unfortunately, the current process of patching with bundles and maintenance packs has made maintenance very expensive and time consuming. Some customers have tried to pick only some critical fixes only to find problems and costly delays when trying to apply critical, as-needed patches. Other times, customers have run into problems trying to discern the interdependency between patches. These kinds of problems compound over time and make it very difficult to get back to a fully patched environment.
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Prerelease Notes
The PeopleSoft Update Manager tool alleviates many of these patching issues by: Making it quick and easy to download a current PeopleSoft Update Image with the VirtualBox technology. Providing the customer with the ability to search on specific fixes by bug ID or by specific object reference. Generating a custom change package based on the customer selection and the patches already applied to the customer environment. Drawing updated objects from the most current PeopleSoft Update Image. Automatically including prerequisite and post-requisite updates. Providing the customer with a change package where each distinct object is called out only one time and applied only one time in the correct sequence.
With the new update manager tool, there will be no more prerequisite bundles or maintenance packs. The custom change package contains only those required objects based on the customer selection; only one package needs to be applied; and distinct objects are applied only once to the customer environment. Customers will see immediate benefits in reduced time and effort for analysis and preparation, patching, and patching verification and validation.
PeopleSoft iPad Certification

PeopleSoft iPad Certification Video Feature Overview Play Now
The Apple iPad and other tablet devices are growing in popularity, and now you can use these devices to access your PeopleSoft applications. PeopleTools 8.52 is certified on the Safari browser on an iPad running version 4.2 or later. The iPad makes your PeopleSoft dashboards even more effective at providing important information ata-glance. The certification of the Apple iPad browser enables you to view virtually all of the PeopleSoft application pages. That means you dont have to wait for the development of multiple n ative iPad applications. The PeopleTools certification on the Safari browser offers you not only the ability to use dashboards and workcenters on your iPad, but you can do almost anything on your iPad that you can do on your desktop systems. This exciting user interface platform has unlimited potential for enabling you to access your PeopleSoft application content from your mobile devices.
PeopleSoft Interaction Hub

The PeopleSoft Applications Portal has just been re-branded as the PeopleSoft Interaction Hub. As part of our ongoing efforts to deliver a richer user experience to PeopleSoft customers, PeopleSoft is now offering an extended restricted use license (login required) of the PeopleSoft Interaction Hub free with PeopleTools. This change extends the existing restricted use license to include the following additional capabilities: Dynamic Unified Navigation. Enables customers to easily provide seamless, unified navigation among their entire PeopleSoft application portfolio.
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Prerelease Notes
Site-wide branding. Makes it easier to brand your ecosystem and provide a vivid, contemporary appearance for your applications.
These additions augment the capabilities provided in the previous restricted use license, which remain available: creation and use of collaborative workspaces, and pre-built collaborative services for use in related content. PeopleSoft is moving to deliver a contemporary user experience for your application users, and this license change supports that direction. In addition, the name change reflects our positioning of the PeopleSoft Interaction Hub as a primary means for unifying your PeopleSoft ecosystem, and providing a richer, web-site-based user experience rather than a pillared, application-based experience. If customers want to use the PeopleSoft Interaction Hub for traditional portal purposes, they can employ the PeopleSoft Interactions Hubs full capabilities such as multiple site deployment/management and content management by buying the full, unrestricted license. We are continuing to enhance the product. It remains part of Applications Unlimited and we have some exciting features planned.
PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations

Talent Management applications enable you to understand your current workforce what skills you have available and where they are being used. To best manage your business you need to understand what skills are critical to your organization and how well people with those skills are performing. You also need to anticipate where shortages of people, skills, or both are likely to occur. Oracles PeopleSoft Talent Management applications empower you with that information so you can take action to acquire, develop, and retain your best workforce. To ensure that our customers have the most current talent management options possible, Oracle provides PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations to connect our Talent Management 9.2 and Human Resources and Time and Pay 9.1 applications. These easily configurable integrations enable our HCM 9.1 customers to take advantage of the Talent Management 9.2 business process enhancements while retaining their existing HCM 9.1 implementation. PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations provide PeopleSoft HCM 9.1 customers the ability to leverage the newest Talent Management 9.2 applications without requiring a full upgrade to PeopleSoft HCM 9.2. Because youll maintain your valuable data in a consistent PeopleSoft-to-PeopleSoft approach when using PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations, the time and resources required to maintain your system data is reduced and simplified. Some of the benefits include: Consistent employee information Integrated security Maintaining users and roles Quality user experience Standard application menus Consolidated related content
Integrations are delivered for the following Talent Management applications: Recruiting Solutions Enterprise Learning Management
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Prerelease Notes
ePerformance Compensation Career and Succession Planning
PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations highlight Oracles continued dedication to delivering greater capabilities to our customers with more flexibility and less disruption to their daily business operations. If you are an HCM 9.1 customer and you want the opportunity to license the new HCM 9.2 Talent Management applications and implement without an upgrade of your HCM 9.1 data, this solution offers you that option. Some of the benefits these integrations will provide you are: Protecting and leveraging your existing investment in PeopleSoft. Deployment of industry-leading talent functionality that provides best-in-class, enterprise level Talent Management. Increase in user adoption and a decrease in training costs resulting from a consistent user interface and an enhanced user experience. Maintaining a common security model that enables single sign on, streamlines processes, and reduces the cost of security maintenance.
If you use Talent Management Integrations, you will realize additional value by implementing entirely within a PeopleSoft system. This eliminates the need for you to undertake the often more complex task of integrating with a third partys conflicting data model and business processes. You can significantly ease your system management workload by leveraging the single PeopleSoft setup and data flow approach for your employee information, users, roles, integrated security, and integrated application menus and user experience.
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Prerelease Notes
PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2 Enhancements
PeopleSoft Human Capital Management (HCM) is a world-class, HCM solution for organizations of every size, region, and industry. Only Oracle has a global, web-based, single system HCM solution that covers every aspect of the HCM road mapfrom core human resources (HR) transactional functionality through service automation and delivery to integrated enterprise talent management solutions. We continue to deliver new and enhanced functionality designed to help drive organizational effectiveness, provide decision support tools to facilitate intelligent business execution and offer customers more flexibility through the use of additional configuration options, integrations, and new tools capabilities. PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2 deliver enhancements in these areas: Core HR Compensation ePerformance Enterprise Learning Management (ELM) Recruiting Payroll for North America Benefits Absence Management Time and Labor Pension HR Helpdesk
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Core Human Resources

PeopleSoft Core Human Resources continues to demonstrate innovation in delivering new ways to administer Human Resources for all users in the organization. In the PeopleSoft HCM 9.1 FP2 product release, we delivered significant enhancements that enabled multiple ways to navigate through Related Actions on the Organization Viewer, Manager Dashboard, and Talent Summary as well as through our Application Search. With more responsibility on managers and workers, it was critical to support this new paradigm.
Organization Viewer Video Feature Overview Play Now
Manager Dashboard Video Feature Overview Play Now
Talent Summary Video Feature Overview Play Now
In PeopleSoft HCM 9.2, we continue to focus on simplifying the interactions of managing and administering talent within an organization. As part of this investment, we are introducing new features: Smart HR Headcount Reporting for Managers and Administrators Profile Management Enhancements
Smart HR
Smart HR is an extension of the feature delivered in a previous release commonly referred to as SmartHire or Template-Based Hires. Smart HR takes Smart Hire many steps forward by enabling you to configure any Personal Data, Job Data or Profile data transaction to simplify the user experience for the more general user. This could be a local HR administrator or a responsible manager that has access to administer many transfers or hires. Smart HR, similar to Smart Hire, enables you to configure your templates to automatically make them effective as soon as they are entered or require an Administrator or HR to review or complete. This provides significant flexibility in configuration for the local administration of changes that occur frequently without requiring full administration on the part of HR. Smart HR provides the configurability setup of the template by section as well as configures prompts. In addition to what is displayed on the page, you are also able to define the users experience in accessing sections. Once the Smart HR template is configured, security is granted to the user and they can access the correct template as well as applied data security.
Prerelease Notes
Setting Up Template Transaction Types and Templates Use the new Template Transaction Type component to identify a templates use, indicate what sections are permitted in a template, and define which components will be updated during the Smart HR process. Transaction types can also be used to determine which users have security access to a template.
The Template Transaction Type component, Components page showing which components will be updated when using this template
Associating the transaction type with a template
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Prerelease Notes
You can also indicate whether the section should be displayed in Tabular format or Grid format. The Grid format is for multi-row sections such as Profile Management items, addresses, phone numbers, emails, and so forth.
Smart HR Sections Configuration

Adding and Managing Transactions The Smart HR Transactions page enables you to filter by transaction type before selecting a template.
Smart HR Transactions Look Up Select Template page showing valid values for the selected transaction type
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Prerelease Notes
A new Manage Transactions component enables HR Administrators to view hire and non-hire transactions that are in draft status, require HR review prior to committing to the database, encountered errors upon saving and require a HR administrator's review to complete the transaction, or to view a list showing all transactions with these statuses.
Manage Transaction page
Headcount Pivot Grids

PeopleSoft HCM 9.2 uses the new pivot grid technology available with PeopleTools 8.53 to deliver headcount pivot grids. Pivot Grid functionality provides grid and chart visualization, the ability to filter data by any dimension and drill down on facts to the individual detail level. Using Pivot Grid functionality to generate a headcount report enables the end-user to generate and view headcount information in a graphical format as well as pivot and filter data to present data from different views for analysis. As part of PeopleSoft HCM 9.2, we deliver four pivot grids: Administrator Headcount Movement Enables administrators to compare the distribution of the organizational population by employee, contingent worker, and persons of interest, based upon current job effective dated rows. Administrator Current Headcount Profile Shows administrators all job actions that occurred during the specified reporting period. Manager Headcount Movement Allows managers to compare the distribution of the organizational population by job code based upon current job effective dated rows. Manager Current Headcount Profile Displays job actions of those that report to the logged-in manager that occurred during the specified reporting period.
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Prerelease Notes
The pivot grids are accessible from the Direct Reports pagelet on the Manager Dashboard as well as through the traditional menu. To provide flexibility, prompts can be defined to enable the user to display the data they need in the pivot grid. Filters can be applied to the data to further slice it for analysis. Once the results are rendered, the user is able to drill down to the data details and interact with the data in a table format.
Headcount Movement pivot grid for the administrator showing the pie chart
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Prerelease Notes
Current Headcount Profile pivot grid for the administrator showing the bar chart
As organizations enable managers to make more strategic decisions on their talent, it is critical to empower them with the proper tools to support this while maintaining data privacy. The delivered Headcount pivot grids provide users with the flexible analytics they need without the need to export data to a spreadsheet, thereby ensuring proper data security.
Profile Management Enhancements

Profile Management provides a configurable framework to develop and manage person and non-person profiles. PeopleSoft HCM 9.2 delivers the following Profile Management changes and enhancements: Oracle Secure Enterprise Search Implementation (Replacement of Verity) All PeopleSoft applications are standardizing on Oracle Secure Enterprise Search (SES). SES provides better access to enterprise information while protecting sensitive data from unauthorized users. The new implementation of SES is transparent to end users who will continue performing the Profile Search and Compare much in the same way as before.
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Prerelease Notes
As part of the new implementation, the scoring algorithm for search queries including rating properties as elements has changed. The new scoring algorithm is as follows: Search for relevant jobs matching persons qualifications: If the target has a matching item with a higher rating, then it will score < 100% If the target has a matching item with the same or lower rating, then it will score 100% If the target has a matching item with a lower rating, then the person overqualified symbol will display on the Compare page for that target profile item.
Search for people that most closely match the requirements of a job: If the target has a matching item with the same or higher rating, then it will score 100% If the target has a matching item with a lower rating, then it will score < 100% If the target has a matching item with a higher rating, then the person overqualified symbol will be displayed on the Compare page for that target profile item.
Search for people with certain qualifications or jobs with certain criteria: (uses fit-gap scoring method) If the target has a matching item with the same rating, then it will score 100% If the target has a matching item with a lower or higher rating, then it will score < 100% The Compare page will not display the person overqualified symbol in the legend since this does not apply
An additional feature of the SES implementation is the incorporation of the Direct Reports tables into the index build process. This replaces the previous Build Manager List transaction (Set Up HRMS > Product Related > Profile Management > Profiles). The process that incrementally updates the profile indexes is now tied to the incremental update process for Direct Reports. As supervisor changes occur, they are automatically reflected in the person profile index without requiring any additional processes to be run. This streamlines these supervisor changes, providing more accurate and timely information and data for both Manager Self Service and Compare Profiles. Additional Profile Enhancements PeopleSoft 9.2 Manage Profiles also includes these enhancements: Ability to use custom prompts in profile properties Inclusion of related items in the search and compare process Person to Role matching has been expanded to apply to any profile type or content type. Content item descriptions now support more than 30 characters. When defining new content items, the assigned item codes are no longer required to be unique across all content types unless it is an item for one of the following legacy content types: competency, license, membership, honor/award, test, language, degree.
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Integration between the Profile Management profile and Smart HR
Custom Prompts in Profile Properties PeopleSoft HCM 9.2 provides more flexibility to add profile properties whose values can come from a custom list of values (manual entry) or from an external table. In previous releases only certain profile properties could use custom dynamic prompts. This functionality has been extended to allow other profile properties to also prompt values. The list of values can be defined in two ways: 1. An internal self-contained list within the custom prompt definition, or 2. An external prompt table with which the customer definition is associated.
Custom Prompt page using a custom list
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Custom Prompt page using a prompt record

PeopleSoft Profile Management delivers twenty new user defined properties, JPM_PROMPT_1 through JPM PROMPT_20. The profile type configuration now includes the Prompt List Name attribute in the properties grid of the Content Section page for those user defined attributes that have a dynamic prompt table.
Content Section page using a custom prompt

This enables the user to add a content entry to a profile that is relevant to your organizations needs.
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A persons profile using a custom list prompt

Related Items in the Search and Compare Process Additional search capabilities have been added for related items, such as sub-competencies, so they can be included as search query elements when the parent item (Competency) has been specified. When a content item has related content, the Related Items icon will appear on the Search Criteria page for those content types that have the same subsection defined for both the source and target profile types of the search.
Search and Compare Profiles page showing the new Related Items icon
Click the Related Items icon to include related content items in the SES search query as additional weighted search elements.
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Sub-Competencies that are related to a competency item

The Match Results page will display sub-items underneath the parent item, slightly indented from the parent content type. Person to Role Matching Previously, the Competency Match functionality compared the competencies and accomplishments of a Person profile to a Role profile. In HCM 9.2, this functionality has been expanded to address any nonperson profile (not just Role) and any defined content type. The components within the Workforce Development, Profile Management, Profiles, Profile Matching menu enable you to compare the competencies and other profile content of an employee's profile against those required by a non-person profile, or a group of employee profiles against a non-person profile for a job task. Use the profile matching options if you want to compare a specific employee profile with a specific nonperson profile and you want fit-gap information on each competency based on proficiency and importance only.
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Employee Profile Matching component
Compensation
PeopleSoft Compensation 9.2 is delivering an enhanced overall self-service user experience by facilitating user access to the right data at the right time. HCM 9.2 simplifies the mechanism by which users locate information while providing enough information, data, and simple-to-use analytical tools to support critical compensation decisions. The areas of focus include: Open Compensation Cycle Job Changes Compensation Pivot Grids Improved Usability for Ad hoc Salary Change New Compensation History Page
Open Compensation Cycle Job Changes

Previously, customers had to suspend all human resource transactions during open Compensation cycles. PeopleSoft Compensation 9.2 now enables transactions such as salary, currency, or status changes to occur without impacting the employees included in an open or pending Compensation cycle. Customers can configure how the application will handle exceptions for each cycle including whether the budget funded amount should be excluded from the proposed budget or not. Additionally, configurable informational alerts are displayed on the manager self service compensation allocation page next to each employee impacted by a change in salary, currency, or status. With this new open cycle job change functionality, customers are empowered to extend the duration of their compensation cycle and/or engage in multiple compensation cycles throughout the year without burdening Human Resource or Payroll personnel with post cycle salary or job adjustments which are typically time consuming and performed individually.
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The benefits of open cycle job changes include: Accounts for changes in Salary, Currency, and Status (active vs. inactive). Handles exceptions for each cycle based on flexible customer configuration. Enables configuration of which job code will be used when the cycle is closed. Optionally extends the duration of open cycles or have multiple cycles per year without suspending all Human Resource transactions. Provides configurable instructions and alerts to managers whenever a change has occurred.
Display of alert icon on the Allocate Compensation page to notify managers when job changes occurred during the open cycle
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View an alert message about a job change during the open cycle
Compensation Pivot Grids

PeopleSoft Compensation 9.2 provides managers and administrators the ability to analyze employee compensation data with powerful Excel-like pivoting capabilities without having to leave the PeopleSoft application. The delivered Compensation pivot charts are designed to support a managers decision to justifiably allocate compensation increases across his/her organization. Additionally with 9.2, administrators have insight into the progression of compensation cycles and provide management with consistent tracking reports. PeopleSoft Compensation 9.2 delivers the following Compensation pivot grids: Salary Analysis - Allows managers to compare compensation by position, location and department. Compensation Distribution - Shows the distribution of current employee salary information by salary range relative to minimum, maximum, and midpoint. Salary Increase by Performance - Shows the average proposed salary increase in percentage that is given to employees by performance rating. Information provided in this chart helps managers to determine the appropriate employee rewards commensurate with their performance level. Variable Compensation by Performance Shows the total proposed amount of cash-type variable compensation given to employees by performance rating. Information provided in this chart helps managers to better allocate additional variable compensations to employees commensurate with their performance level. Cycle Guideline Alert Shows administrators the numbers of approved allocation proposals that fall in as well as outside the recommended salary increase guidelines. Cycle Tracking - Provides visibility into the real-time progress and status of proposals in open compensation cycles.
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Use the Salary Analysis Pivot Grid to view and compare employee salaries (for example, by department)
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Use the Cycle Tracking Pivot Grid to view the current status of proposals in a compensation cycle
Improved Usability for Requesting Ad Hoc Salary Change

PeopleSoft Compensation 9.2 delivers a new user experience for creating ad hoc salary changes. We have reduced the number of steps and user actions required to create a salary change as well as providing more relevant information a manager needs to complete the transaction without leaving the page. This new page layout and interaction improves user productivity, reduces the potential for data entry errors, and eliminates the need for additional training.
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Request Ad Hoc Salary Change
Compensation History Page

The PeopleSoft Compensation History page is one of the most frequently viewed pages in all of HCM self service. It contains key information that managers often use to make important job, career, and salary decisions for their employees. PeopleSoft Compensation 9.2 delivers a clean, statement-like layout of the employee compensation data with columns that can be sorted to allow for quick analysis. Configurable charts are embedded within the page to show a linear progression by pay type over time.
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Compensation History page
View compensation history data in a graphical format
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ePerformance
Organizations each have their own processes for reviewing Employee performance based on the needs of the business and its organizational culture. The process is frequently seen by employees and managers as a tedious burden. PeopleSoft ePerformance 9.2 delivers several new features that focus on simplifying the appraisal process, allowing it to proceed as smoothly and efficiently as possible. The new features include: Integrated ePerformance Workcenter Mid-Period Reviews ePerformance integration with Outlook Integration of ePerformance to Career and Succession Planning
Integrated ePerformance Workcenter

The performance review process frequently requires a lot of back and forth between a manager and his or her employees. The entire process can span over a year or the life of a project with multiple checkpoints and target deadlines along the way. Keeping track of each of the steps, where you are in the process, and the various checkpoints and due dates can be difficult for both managers and employees. A new integrated ePerformance Workcenter is delivered in the HCM 9.2 release that will streamline the performance process and simplify the user experience for both managers and employees. The Workcenter combines the capabilities of Workcenters with features of Activity Guides to provide one page for a user to view and edit their performance documents in a guided process. Each step is outlined in the left side of the Workcenter along with the process flow, the current progress for each step, and any due dates for the various checkpoints. This allows users to view the performance management business process steps, understand current progress, and easily access the appropriate document section required to take action. The ePerformance Workcenter accommodates the flexibility that is available in the performance review process configuration and incorporates the mid-period review capabilities that have also been introduced with ePerformance 9.2.
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ePerformance Workcenter
Mid-Period Reviews
Organizations have found that conducting performance reviews on an annual basis is too infrequent for most employees and that more feedback should be provided on a more frequent basis to positively impact employee and business performance. PeopleSoft ePerformance 9.2 delivers an updated process flow that supports a new step called Track Progress for mid-year reviews. This step is configurable by the administrators and will allow for up to 11 interim review periods within a single performance cycle. Each of these mid-period checkpoints are incorporated into the ePerformance Workcenter to ensure a consistent, simple to use performance process. Using these checkpoints, managers and employees have the ability to track and share performance feedback, in the form of comments, with each other throughout the performance period. Managers can hold official progress/mid-period checkpoint meetings, or impromptu ones, with the employee at any point in time when the document is in the Track Progress step.
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Enter comments in a mid-point checkpoint and share them with the other party in ePerformance Workcenter
The comments recorded in the document can be automatically copied to the employee and manager evaluations if configured, making it easier for both the manager and employee to reference the information, rate the performance, and finalize their evaluations.
ePerformance Integration with Outlook

Generating Outlook Task Reminders for Review Tasks In an effort to help managers and employees better manage numerous due dates pertaining to various steps in the review process, ePerformance provides the ability to push business process due dates as Outlook tasks through an integration with Microsoft Outlook. When enabled, the feature generates tasks to recipients, outlining the action that needs to be performed and its due date.
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Outlook task reminding user of a performance review task that needs to be completed
Capturing Outlook Email Content as Performance Notes Frequently, comments and kudos regarding an employees performance are sent to their managers throughout the year. This is valuable feedback that can be overlooked or forgotten when it comes time to create and submit performance appraisals. PeopleSoft ePerformance 9.2 delivers a simple PeopleSoft add-in for MS Outlook that enables managers and employees to capture feedback throughout the year and associate that feedback with the employees performance document. Comments that have been received through email can be quickly added as performance notes for the associated employee or employees in one simple step. These notes can then be viewed and integrated into a performance document during the performance process.
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Adding email content to performance document as performance notes
Integration of ePerformance and Career and Succession Planning

ePerformance integrates with the Career Planning functionality to provide managers easy access to employees' career and development data while working on employees' evaluations. The information, displayed under the Career Plan Summary section of the document, shows the employee's current career plan at a high level and includes a link to update this information in the Manager Self Service menu.
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View employees career planning summary in ePerformance Workcenter

This integration also provides succession planning personnel easy access to employees' performance data through page displays and links, which gives them better insight when making candidate recommendations and succession decisions.
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Click a performance rating on the Manage Succession Plans page to view the performance document of a succession candidate in a modal window
View performance document from Succession Planning
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Plan Careers
The Plan Careers business process in Human Resources ensures that organizations use employee talents to the fullest and provides important data for succession planning. Career planning enables you to assess and rank workers, record job preferences, create career paths, develop long-term goals, assign mentors, identify competencies, devise training plans, and create development plans.
Integration with ePerformance

In release 9.2, HCM delivers the capability to link the ePerformance business process to the Career Plan and Succession Plan pages through integration. It provides managers easy access to employees performance documents and ratings while reviewing their career paths or succession information. A hyperlink is added on several Succession Planning pages that will allow the Administrator or Manager to open the employees most current completed performance document. This link is enabled when the system finds a completed performance document for the employee that matches the Document Type specified in the Succession Planning Setup. The following enhancements are included for all HCM 9.2 customers: A new section to link the ePerformance business process to the Career Plan and Succession Plan pages. Career Plan Summary: Special processing flag for Managers to support the career planning information.
Career Planning Self-Service for Managers

Managers can perform the same activities for their direct reports that employees perform for themselves. Except for the employees personal career path, managers can access an employees profile and career plans. Managers can also enter ratings of potential and forced ranking for employees by using the manager self-service career planning pages. Using Career Plan pages, a Manager can enter the Impact of Loss, Risk of Leaving, Career Potential, Career Readiness, and review the employees Career Path. The new feature enables Managers to go back to the employees ePerformance document using a hyperlink. This hyperlink displays only when the Manager has been transferred to this page using an ePerformance document and the Document Usage indicator stored on the document is equal to Performance. This hyperlink should be displayed instead of the Return to Select Employees hyperlink.
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Manager Self Service - Manage Career Plans page
Career Plan Summary in ePerformance

ePerformance integrates with the Career Planning functionality in Succession Planning to provide managers easy access to employees' career and development data while working on employees' evaluations. The information, displayed under the Career Plan Summary section of the document, shows the employee's current career plan at a high level and includes a link to update this information in the Manager Self Service menu. This integration also provides succession planning personnel easy access to employees' performance data through page displays and links, which gives them better insight when making candidate recommendations and succession decisions.
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Section Definition setup in ePerformance
Plan Successions
Succession Planning is the process of identifying long-range needs and cultivating a supply of internal talent to meet those future needs. The process anticipates the future needs of the organization and assists in finding, assessing, and developing the human capital necessary to successfully carry out the strategy of the organization. PeopleSoft Succession Planning 9.2 enables your organization to develop multiple succession plans. Access performance rating for each employee as a hyperlink from Manage succession plans page. Map Rating page to enable the ratings from a Rating Model. Access performance rating for each employee as a hyperlink from Maintain succession plans page. Access Overall Rating as an hyperlink for each candidate or talent pool members.
Succession Planning Self-Service for Managers

The Manager self-service succession planning dashboard allows managers to view and manage the succession planning information for their direct and indirect reports. The manager self-service succession dashboard supports the views like personal profile summaries, Compare an employee's person profile with their current role's profile and compare a successors' profile to a succession plan's incumbent, position, and performance.
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In PeopleSoft Succession Planning 9.2, the new feature in Manager self-service succession planning enables the following additional views to enhance usability: Add the Performance Rating with a link to the performance document. Remove the Performance Document Hyperlink at the bottom of the Incumbent Details section. Move the Career Development Plan in the column next to the Performance Rating
Manage Self Service Personal Details in Incumbent details
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Manager Self Service Performance and Career in Incumbent Details
Defining Rating Boxes

Use the Define Ratings Box page to define matrices that graphically represent employee rating assignments, such as a 9-Box for performance versus potential. You can use ratings boxes in succession plans or talent pools to assess employees in relation to other employees. The new Map Ratings page that is delivered in release 9.2 enables the ratings from a Rating Model or the Translate Table for the Potential value to map to Rating Box Ratings. This functionality allows the performance and career potential ratings to be mapped to succession planning rating box ratings. A mapping table is enabled for both performance and potential ratings.
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Define Ratings Box page
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Preview Ratings Box page
Rating Candidates
In PeopleSoft Succession Planning 9.2, the Performance and Career tab in the Candidates region displays the current performance document to locate the Overall Rating, which is stored at the document header, for each employee. This rating is displayed for each candidate or talent pool member within the Succession Planning pages making it easier for the Manager or Administrator to compare candidates and talent pool members. Clicking the rating link transfers the user to the performance document.
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Succession Plan - Candidates page
Managing Talent Pools

You can manually add internal and external individuals to talent pools based on performance and potential analysis. Add internal individuals automatically using Profile Manager's search and match feature. Depending on your organization's practices, readiness is a key monitor factor for talent pools. You can manually specify each employee's readiness based on criteria established by your organization. The new functionality displays the Performance Rating for each employee as a hyperlink. This link will navigate the user to the performance document.
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Manage Talent Pools Performance and Career page
Other Enhancements Succession 360 Usability Enhancements

The Usability enhancements in PeopleSoft Succession Planning 9.2 utilize the secondary pages that facilitate adding candidates and thereby reduce the number of navigations. Enable editable fields in Succession 360 Candidate Grid with add candidates facility. Provide ability to Assign Box Ratings for new and existing candidates.
Enable editable fields in Succession 360 Candidate Grid with add candidates facility
As part of usability enhancements, the Succession Readiness and Impact of Loss fields are editable in the Successors tab. With the Add Candidate button, a modal pop-up window enables the selection of candidate both By Person ID/Name and by Search Method.
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Succession 360 Candidate Grid
Assign Box Ratings for new and existing candidates

An Assign Box Ratings push button has been added to the page. The instructional text displays a warning when candidates exist with unassigned ratings and directs them to the Assign Ratings utility. Assign Ratings enables the user to toggle back and forth between ratings boxes using the radio buttons.
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Successor Details Page
Enterprise Learning Management (ELM)

Learning Management is a critical component to ensuring that an organizations talent has the skills and competencies required to meet corporate objectives and to stay in compliance with legislation and regulations. Training is typically seen as outside of an employees day to day tasks, so simpl ifying the training process and allowing employees to get in and out quickly improves employee productivity. PeopleSoft Enterprise Learning Management 9.2 delivers new and enhanced features that provide targeted learning to the appropriate learners and streamline the learning tasks for both employees and managers. The new features include the following: Learning Home Intuitive Learning Search Enhanced Self Service
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Learning Pivot Grids Configurable Labels HCM and ELM Integration Activity Guide Announcements Automatic Drops for Terminated Employees
Learning Home
Organizations and their employees demand simple, usable self-service applications for all of their business processes, learning management included. PeopleSoft ELM 9.2 delivers an easy-to-use Learning Home homepage for all ELM users.
Learning Home
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Delivered Pagelets The following pagelets are delivered for the ELM 9.2 Learning Home: Pagelet Quick Links Purpose Provides one-click navigation to the most frequently accessed transactions based on the users roles. Displays targeted announcements that can link directly to learning. Provides a simple keyword search to find learning quickly. Lists approvals that can be adjudicated directly from the homepage. Lists current learning that can be viewed and launched. Provides a quick view of the learning status for a managers direct reports. Displays a calendar of learning events in an easy-to-use format. Presents outstanding learning tasks that you can access directly. Lists available learning that others have found useful. Lists learning opportunities that many others have completed. Lists newly available learning opportunities for the user. Displays for managers and learning administrators a pivot grid of learner statuses. Displays for managers and learning administrators a pivot grid of survey results.
Announcements Search for Learning Pending Approvals My Current Learning Team Learning My Learning Calendar My To Do List Highest Rated Learning Most Enrolled Learning New Learning Learning Compliance Survey Results
Personalizing the Homepage Administrators can configure the pagelets available on the homepage to meet the needs of their organizations. Likewise, end users can personalize their homepage, enabling them to improve their efficiency and productivity.
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Content Personalization
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Layout Personalization
Intuitive Learning Search

Organizations provide a vast catalog of learning opportunities to their employees. Finding the right training that suits the learning needs of an individual can be challenging. ELM 9.2 delivers a new Find Learning page, which enables you to perform intuitive keyword learning searches utilizing the Oracle Secure Enterprise Search (SES) capabilities delivered with PeopleTools.
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Find Learning page

Learning Facets The learning search provides relevant learning facets so that learners can filter their search results by location, category, date, learning type, upcoming events, and even rating. Administrators can configure additional facets to meet the needs of their organizations. Ratings and Reviews The Find Learning page utilizes the new Ratings and Reviews feature to further enhance the learning search. This feature enables learners to provide input and opinions about the learning content that are then viewable by others in the search results. Modal Pages Learners can now view any additional information they might need using the modal pages that are accessible from the Find Learning page, such as the Course Details modal page. This keeps learners from having to navigate away from the search results to make an informed decision. One Step Enroll and Launch For web-based learning, learners can be enroll in and launch learning content with the push of one button on the Find Learning page.
Enhanced Self Service

Organizations expect simple applications for learning self service. Users shouldnt need training to use a training application. PeopleSoft ELM 9.2 delivers consistent, simple self-service pages that make the application very easy to use, without training.
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Uploading Photos Employees are able to personalize their pages by adding their own photos. These photos, along with their name and simple navigations are visible on each self-service page. A link back to the Learning Home is available on every self-service page and in the header of the application. My Learning Page ELM 9.2 also delivers a new My Learning page, which provides learners with user-friendly summary of their classes, courses, and learning objectives. The My Learning page utilizes the Ratings and Reviews feature, enabling learners to rate and write reviews for completed learning items.
My Learning page
Additionally, for completed learning items, learners can print a certificate of completion from the My Learning page.
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Certificate of Completion
Learning Pivot Grids

ELM 9.2 introduces two new pivot grids that are available as pagelets on the Learning Home homepage: Learning Compliance and Survey Results. Learning Compliance Pivot Grid Many organizations require certain training for their employees based on industry standards, countryspecific regulations, or simply organizational policy. Learning administrators and managers need an easy way to view the status for required training to ensure that their employees and team members are in compliance.
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PeopleSoft ELM 9.2 delivers a Learning Compliance pagelet that provides a graphical view of the status of employees for a given class, course, or program.
Learning Compliance pagelet

By clicking the Learning Compliance link in the pagelet, you can access the full Learning Compliance pivot grid, which enables filtering of data so that you can drill down to exactly the information you need. In addition, the pivot grid enables you to select different graphical representations of the data.
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Learning Compliance Pivot Grid

Survey Results Pivot Grid PeopleSoft ELM 9.2 delivers a Survey Results pagelet for the Learning Home homepage that enables you to quickly and easily view the results of surveys.
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Survey Results pagelet

By clicking the Survey Results link in the pagelet, you can access the full Survey Results pivot grid, which enables filtering of data so that you can drill down to exactly the information you need. In addition, the pivot grid enables you to select different graphical representations of the data.
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Survey Results Pivot Grid

Furthermore, clicking the Survey Report link on the Survey Results pagelet generates a PDF report that provides detailed survey results by question.
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Survey Results Report
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Configurable Labels
To conform to industry standards for learning terminology, for ELM 9.2, the terms Activity and Catalog Item have been changed throughout the application to Class and Course, respectively. However, to provide customers with flexibility when it comes to learning terminology, the Text Catalog has been updated to enable you to modify the labels for all employee and manager self-service pages.
HCM and ELM Integration Activity Guide

Configuring and monitoring the full synch integration between HCM and ELM requires multiple steps and a lot of back and forth between the ELM and the HCM databases. To streamline this process, PeopleSoft ELM 9.2 delivers an HCM to ELM Integration Activity Guide using the PeopleTools Activity Guide feature. Integration Questionnaire The first step of the Integration Activity Guide involves a questionnaire designed to help you determine which full synch processes you intend to run. This ensures that the correct full synch processes are included in the guided process for your organization.
Integration Activity Guide Questionnaire

Integration Activity Guide Once you begin the guided integration process, you can run and monitor each step of the process using the Integration Activity Guide. This enables you to run all required full synch processes from a centralized location without having to go back and forth between your HCM and ELM databases.
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HCM to ELM Integration Activity Guide
Announcements
PeopleSoft ELM 9.2 delivers an enhanced Ad Hoc Notifications and Announcements page that enables you to generate announcements that appear on the Announcements pagelet of the Learning Home. Using this page, you can specify when the announcement is posted, when it expires, and to whom it is sent.
Ad hoc Notifications and Announcements page (1 of 2)
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Prerelease Notes
Ad hoc Notifications and Announcements page (2 of 2)

The Announcements pagelet displays a users active announcements. You can click on each announcement to open a modal page that enables you to view the entire announcement along with any links or attachments associated with it.
Announcements pagelet
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Announcement modal page
Automatic Drops for Terminated Employees

ELM 9.2 includes an enhancement to the Workforce FullSync (LM_LD_WKFC) process. It now automatically drops any classes with a status of Enrolled, Pending Approval, Waitlisted or In Progress for all learners that are terminated. The system overrides the Last Drop Date and ignores any drop charges.
Recruiting
Recruiting is a key function in maintaining the productive workforce needed to support your current business and new initiatives. In todays business environment, recruiting, like other key organizational functions, is challenged with improving efficiency without compromising quality. For some positions, recruiters are challenged to find well-qualified candidates; for other positions, recruiters need to narrow down a very large pool of candidates to those best suited for the organization. Recruiters and hiring managers need to be able to quickly identify the top applicants for their positions and engage with those candidates. PeopleSoft Recruiting Solutions 9.2 focuses on enhancing usability in two key areas. Changes in Candidate Gateway are focused on making it simple and intuitive for candidates to successfully apply for open positions, providing your organization with a pool of applicants to fit your needs. For recruiters and hiring managers, new pages are designed to make them more productive as they evaluate candidates and disposition them through the recruiting process. Key features delivered for recruiting include: Guided navigation for the Candidate Gateway application process to make it easier and more intuitive to complete an online job application. Redesigned Candidate Gateway pages to enhance all aspects of a career search. Increased configurability of Candidate Gateway sites to boost employment branding and improve job searching.
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Candidate Gateway password controls to improve security. A Recruiting Home page that brings together key recruiting information in a single dashboard. Recruiting pivot grids for data analysis. Enhancements for managing job openings, including a funnel view of all applicants for a job opening. Charts that present relevant information about specific job openings. Enhancements for managing applicants, including one-click access to common actions. A single page for managing an individual application through the entire recruiting process. Enhanced browsing and searching for job openings and applicants. Improved usability and efficiency for recruiting activities throughout Talent Acquisition Manager. A configurable job opening creation process that presents role-appropriate fields to hiring managers and recruiters who are working together to create a job opening. A configurable recruiting process that presents users with context-sensitive menus of actions and dispositions.
Candidate Gateway Guided Application Process

Candidate Gateway 9.2 enhances the applicant experience with a new guided application process that is intuitive to understand and follow. An attractive visual representation of the application steps persists across all application pages, showing applicants where they are in the process and increasing the successful completion rate. The steps in the process are configurable and can vary depending on the job. Enhanced resume template configuration options now enable administrators to define optional substeps under specific steps.
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Guided application process

Terms and agreements that previously appeared at various stages during the application process are now presented all together at the start of the process. This lets applicants know the requirements of your organization before they begin their application, and they can opt not to apply if the terms do not suit them. If a job opening includes prescreening, the prequalify step now occurs before applicants provide their resumes, ending the process for unsuitable applicants earlier than in the previous release. A new Review and Submit page is presented as the last step of the guided navigation, giving applicants a view of all the information they are providing to the recruiting team and giving them a chance to make any changes prior to submission.
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Prerelease Notes
Review and Submit step
Candidate Gateway Usability Improvements

Redesigned Candidate Gateway pages significantly improve applicants' abilities to manage their career searches. Applicants will enjoy usability improvements across all areas of Candidate Gateway. Searching enhancements include an expanded basic job search that enables applicants to specify one or more locations and one or more job functions or job families. Additional enhancements include Apply buttons next to every job opening, improved notifications, clearer status information for submitted and unsubmitted applications, and a redesigned interface for managing online job offers and their associated documents.
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The Job Search page

Account management enhancements include a requirement that applicants provide a name when they register for an account. The process for requesting assistance with forgotten user IDs and passwords has also been improved, and you can now configure the system to require applicants to provide an email during registration, ensuring that applicants will have a way to retrieve their forgotten credentials.
Expanded registration fields
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Configurable Careers Sites

New site configuration options provide more control over the applicant experience on your careers websites. You can now display an optional branded welcome page that appears when applicants first access the site. This provides an opportunity to give candidates additional information about your organization or the application process before they begin.
An optional welcome page provides branding opportunities

Job search configuration options enable functionality such as searching by job family or job function, displaying hot job indicators in the search results, and choosing whether applicants initially see a basic job search or an advanced job search. Additionally, you can now control whether applicants are allowed to apply without a job opening. Options that enable you to control the job application process mostly relate to the new Start step. You can control which terms and agreements the applicant must agree to before continuing past the start step, and you can provide instructional text or other notices as well. You also now have the ability to require answers to screening questions.
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Expanded site configuration options
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Password Controls for Applicants

To provide enhanced security for Candidate Gateway, new password control options apply to passwords that applicants create in Candidate Gateway. Use password controls to configure expiration periods, password strength requirements, and allowable password matches.
Password Controls
Recruiting Home Dashboard

Recruiters can be responsible for filling dozens of job openings with large volumes of applicants for each of those jobs. They need to be able to look at their job openings, determine what needs to be done, and quickly take appropriate actions. The new Recruiting Home gives recruiters, recruiting managers, and hiring managers a central dashboard for launching and performing recruiting activities. This page contains a collection of pagelets that show key alerts, metrics, schedules, and lists of the user's job openings and applicants. Users can review summary information, perform searches, categorize job openings, send correspondence, and quickly access relevant details and frequently used pages. Users can personalize the layout and content of the Recruiting Home as well as the settings for individual pagelets.
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Prerelease Notes
Recruiting Home Page

Pagelet Quick Links Browse Job Openings Browse Applicants Time to Fill My Job Openings Purpose Quickly link to frequently performed job actions Use the new SES keyword search for job openings and see faceted search results Use the new SES keyword search for applicants and see faceted results Recruiting metric that shows the time to fill job openings over a given period View key information about job openings, categorize job openings, view the total number of applicants, and see how many new applicants have not yet been reviewed or acted on. View key applicant information, send email correspondence to an applicant, and review resumes and applications. View upcoming events, actions that need to be taken, and follow-up items to be pursued View todays interview schedule or access your full interview calendar. Manage personal collections of applicants
My Applicants
My Alerts Todays Interviews My Applicants Lists
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An additional pagelet for recruiting managers displays data for the job openings assigned to recruiters in the managers organization. The pagelet includes information for each recruiter as well as overall metrics for the organization.
Recruiting Manager Summary pagelet
Recruiting Pivot Grids

PeopleSoft Pivot Grid functionality enables users to visually display data and organize it on the fly by performing operations such as pivoting and filtering. Recruiting Solutions delivers four pivot grids that provide graphic views of important performance measures: The Job Openings Open and Close Trend chart shows the number of openings that were opened and closed each month. The Job Openings Aging Analysis chart shows the number of open job openings of various ages. The In Process Applicants chart shows the distribution of dispositions for applicants who are being considered for job openings. The Time to Fill chart shows the average number of days to fill for job openings that were filled each month.
This data is available to recruiters, recruiting managers, and hiring managers through both the Recruiting Home page and the Recruiting Manager Summary pagelet
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Prerelease Notes
Recruiting pivot grids
Manage Job Opening

The Manage Job Opening page provides a comprehensive view of job opening data and recruiting activities. Talent Acquisition Manager 9.2 offers significant productivity enhancements for managing job openings. A new toolbar enables users to take actions on the job opening and perform navigations quickly and efficiently. The numbers of applicants in each phase of the recruiting process are prominently displayed in a phase progression bar. (As in previous releases, implementers associate dispositions with the appropriate phases). The phase bar also provides one-click filtering so you can easily restrict the applicant list to include only applicants in a particular phase. Within the applicant list, users now have easy access to the most common recruiting actions. With a single click, users are able to disposition the applicant as reviewed, route the applicant to others for recommendations, manage an applicants interview schedule, reject an applicant, or view the candidates application. Additional actions to disposition or manage candidates are easily accessed using the Other Actions drop-down menu. Administrators can optionally enable a ratings widget that lets users assign applicants a one-star to three-star level of interest with a single click.
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Prerelease Notes
Individual users can assign personal categories to job openings to facilitate searching and sorting. The process is similar to how users might categorize email in popular email clients: click the current category indicator (located on the new toolbar), and when the list of categories appears, click the desired category. Users can personalize category names and sort order.
The redesigned Manage Job Opening page
Related Content for Job Openings

The Manage Job opening page uses the related content framework to deliver two new graphical analytics for job openings: The Applications Received versus Applications Rejected chart shows the number of applicants rejected and the number of new applicants for the job opening over time. You can choose whether to view weekly numbers or monthly numbers. The Recruiting Phases chart shows the percentage of the job openings applicants currently in each phase.
Access these charts using the Related Content drop-down menu on the Manage Job Opening page. Showing related content splits the window and displays the charts in a new resizable frame. Users can optionally open the content in a new window.
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Prerelease Notes
Related Content frame displaying the Recruiting Phases chart
Manage Applicant
The Manage Applicant page has been redesigned to increase recruiter efficiency. As with the Manage Job Openings page, one-click actions let the recruiter quickly view applications and resumes, mark the applicant as having been reviewed, route the candidate for further review, schedule interviews, reject the applicant, and print the application. Key summary information about the applicant is available at the top of the page along with a toolbar that lets users take actions on the applicant and perform navigation quickly and efficiently.
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Prerelease Notes
Manage Applicant page
Manage Application
The new Manage Application page provides a unified view of all recruiting activity for an applicant for a particular job opening. The applicant's current disposition appears alongside one-click actions for common recruiting actions, and a drop-down menu provides access to additional actions. A set of tabs displays detailed information about each recruiting phase that the applicant has gone through. Users can review: The job application, resume, and questionnaire results. Applicant notes Details associated with each recruiting phase: routing details, interview details, offer details, and hiring details. Additional related information including contracts, pre-employment checks, and applicant checklists.
The Manage Application page makes it easy to see where in the process the applicant is and what dispositioning has been done for that applicant.
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Prerelease Notes
The Manage Application page
Search Enhancements
Recruiting Solutions 9.2 includes several search enhancements. Oracle Secure Enterprise Search (SES) replaces Verity as the search engine for searching applicants and job postings. SES faceted searching drives the reinvented Browse Job Openings page and the new Browse Applicants page. A new Search Applications component offers basic and advanced options for searching recruiting records, and the Search Applicants pages have been restructured for greater usability.
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Prerelease Notes
SES faceted searching enables multidimensional filtering on the Browse Job Openings page
Talent Acquisition Manager Usability

Redesigned pages throughout Talent Acquisition Manager significantly improve users' abilities to manage the recruiting process. The improved user experience is apparent during all recruiting activities and phases. For example: The cloning process for job openings now enables you to specify posting titles and statuses for the clones, and the links to the newly created job openings are available on a new clone confirmation page. When you link an applicant to a job opening, you can see which job openings have screening questionnaires that the applicant will need to answer. The screening results page now includes summary information for each screening level, including the number of applicants screened, the number who passed, the number who failed, and the number who have not yet had their screening results applied. The routing process now enables users to enter comments to be sent in the routing email. The interview calendar has been redesigned, offering improvements for users in accessibility mode as well for sighted users. Offers can now be marked as accepted or rejected with a single click.
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Prerelease Notes
Clone job opening enhancements
Flexible Job Opening Creation Process

Organizations where hiring managers and recruiters are each responsible for supplying certain job opening data will benefit from the availability of the new flexible job creation process. This flexible process enables organizations to configure which job opening fields are visible to which recruiting roles during the job creation process. Different flexible process definitions can be applied based on a job openings business unit, job family, job code, department, and location. Using this process allows managers to focus on the information that they are responsible for without being distracted or confused by fields that a recruiter will complete. When the job opening is no longer in draft status, all users including managers can view the complete job opening data.
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Prerelease Notes
Field visibility settings for a hiring manager
Flexible Recruiting Process

The new flexible recruiting process enables organizations to establish different recruiting processes for applicants in specific dispositions. These role-based processing rules include: Valid disposition transitions (these rules can also be different for internal and external applicants). Valid actions.
As with the flexible job creation process, different flexible process definitions can be applied based on a job openings business unit, job family, job code, department, and location. Based on the rules you set up, users who are performing recruiting actions or manually dispositioning applicants are presented with a limited list of appropriate choices. For example, if an applicant is in Offer status, a flexible recruiting process could limit recruiters to the Accept Offer and Reject Offer actions, while not allow hiring managers to perform any actions.
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Allowed actions and transitions for applicants in the Offer disposition
Payroll for North America

PeopleSoft Payroll for North America combines an innovative approach to payroll processing with a fullfeatured system designed to ensure that you are always in control, on time, and processing payrolls with maximum efficiency. Whatever the size and diversity of your workforce, Payroll for North America provides all of the tools you need to run an efficient payroll operation. You can calculate earnings, taxes, and deductions, maintain balances, and report payroll data.
Self-Service Paycheck Modeler

Paycheck Modeler Video Feature Overview Play Now
Oracle is proud to introduce the new self-service Paycheck Modeler. Paycheck modeling enables employees to simulate changes to their paycheck without updating the production tables. The goal of self-service paycheck modeling is to empower the employee with the ability to make payroll-related decisions without calling the payroll department or help desk. The end result is to increase employee satisfaction while reducing the workload of the payroll department. Prior to this release, payroll administrators could simulate an individuals paycheck using the Online Single Check functionality in PeopleSoft Payroll for North America. Now, with Paycheck Modeler, available through ePay, PeopleSoft Payroll for North Americas self-service module, employees can investigate their own what-if situations and simulate their own paychecks. Paycheck modeling is useful to quickly and accurately calculate and simulate paychecks for various scenarios, including:
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The employee is due a bonus or a commission and would like to estimate the net take home pay. The employee is working large amounts of irregular overtime and would like to estimate a check with the overtime pay included. The employee received a large IRS refund and would like to adjust their withholding status accordingly and estimate the net take home pay. The employee would like to modify various benefit costs to determine net take home pay during Open Enrollment or a Life Event change.
Self-Service Paycheck Modeler start page

Paycheck Modeler is an integration of a modeler with live payroll and human resources and benefits records. It leverages the same payroll calculation batch programs and processes as the Online Single Check functionality of Payroll for North America. Self-service paycheck modeling is offered for Payroll for North America U.S. employees, payroll administrators, and PeopleSoft HR HelpDesk agents. Payroll administrators and HelpDesk agents can use either the existing Online Single Check functionality or the new self-service Paycheck Modeler. Your system administrator has the ability to control which pay groups can access Paycheck Modeler, when they are allowed to use it, and what earnings and deductions employees are able to add to their model check. To help manage system performance, system administrators can also disable Paycheck Modeler to automatically prevent all users from accessing it when your regular payroll calculation and confirmation processes are running and automatically restore access when the processes complete. System administrators can also lock employees out of Paycheck Modeler components for specified temporary periods of time, control the number of users that can access the system at the same time, and control the number of times an individual employee can calculate a model check in one day.
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Prerelease Notes
Paycheck Modeler provides an intuitive user interface, using a new guided navigation in PeopleSoft. The user is required to agree with the Usage Terms and Conditions before they are allowed into the Paycheck Modeler. This customer-configurable text clearly articulates to the employee that using the Paycheck Modeling functionality is an estimate, not an actual paycheck calculation. Also, to protect your live payroll production data from impact, paycheck modeling data is stored in temporary work tables. Model paycheck results are cleared automatically when the user exits the Paycheck Modeler component, and modeling history is not retained. Paycheck modeling pulls in the employees earnings based on their standard hours and any additional pay for a selected job. The pay rate as of the last confirmed paycheck is used and the deductions used are ones that are scheduled for the employee in the next open calendar.
Paycheck Modeling Results

The employee is able to make changes to their model check by editing or clearing the standard earnings/deductions amounts shown and by adding additional earnings/deductions. Employees are also able to model their check with a new tax withholding status for those tax jurisdictions that allow changes. The resulting model check is displayed in an easy to understand user interface that allows the employee to get the high level results as well as drill down into the details. Employees can print the modeled check and print the changes made. The printed modeled check does not contain the employee name, social security number or employee ID and will be watermarked to assure the printed version cannot be used to misrepresent a real paycheck.
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Benefits
Todays economy challenges organizations to do more with fewer resources. Employers have fewer HR/Benefits resources to prepare for and process annual open enrollments while still administering day to day personnel changes which impact benefit plan entitlements. Employee self service has become the means by which Benefits offices can successfully start to do more with less. PeopleSoft eBenefits self service reduces costs by automating many of the administrative tasks related to benefits administration. One of the components of employee self service is the Life Events feature. Life Events is an employee driven process which allows for the completion of tasks in a Benefits business process relating to a life event change such as marriage, divorce or a new baby. The Life Events setup process is enhanced to enable Benefits Administrators configure Life Events more effectively. A number of standard Life Events such as Marriage and Birth of Child are delivered out-of-the-box. Life Events Video Feature Overview Play Now
PeopleTools Activity Guide

PeopleSoft eBenefits 9.2 delivers a new Life Events guided process, through the use of the PeopleTools Activity Guide feature. This feature will allow organizations to process a list of action items through a guided process. Organizations are able to define event templates to support end to end HR/Benefits business processes and ensure uniform compliance with business policy and rules when changes in an employees work or personal life result in changes in their benefits. This process empowers the employee to make the necessary changes without the direct involvement of the Benefits Administrator. Some key features of this new process are: A welcome page provides employees with instructional text to help them with the process. This text is configurable, allowing organizations to tailor the text to meet their needs. The employee is given a list of actions items (steps they need to take) to complete their life event. Organizations are able to add, remove, or change the order of steps, identify the required versus optional steps, specify a dependent relationship between steps, and determine if the steps should be configured in a parent/child relationship. Employees are able to navigate through the life event with ease. Employees have the option to select a specific menu item to navigate through the process. A visual guide to track the employee process is displayed to ensure the employee understands what they have changed and what steps are left to complete the process. An automated life event document upload and approval mechanism provides an easy way to validate an employees life event status changes. Once the employee has completed all changes, they are provided with a preliminary benefits enrollment summary which they can view and/or print.
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New triggers integrated from self service enable the automated enrollment process to better support the immediate evaluation and assessment of benefit options available to the employee as a result of work or personal life changes.
Life Event Template

Customers can define a life event template and specify the action items that form part of the template. For example, a customer can define an Adoption Event template and specify action items that need to be processed to complete the adoption life event. Additionally, customers can define the instruction text in each template.
Template Definition page
Life Event Category

Life Event Categories enable customers to define the Employee Self Service Life Event Selection menu (the menu available to an employee on the Life Event main page to select which life event to process). Based on the business needs, a customer can define custom life event categories (groups), and then specify the menu items (life events) within a category.
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Event Category page
Employee Self Service Life Event Selection menu
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Life Event Rules

Life Event Rules determine the actions an employee can perform on a life event. A customer can define a set of rules for each life event type according to the practices established by the organization. For example, a Benefits Administrator can indicate whether a proof is required for a life event type, or specify the maximum number of days that can elapse between the actual date of the life event and the date on which the employee enters the life event in the system. Additionally, the Benefits Administrator can add new event types in addition to the out-of-the-box Adoption, Birth, Marriage, and Divorce life event types.
Life Event Rules page
Action Items
Action items constitute the steps that need to be performed, in order to complete a life event. Customers can define and group action items to configure a life event based on their business needs.
Action Item page

Additionally, a customer can copy an existing action item to another template for reuse. The customer can also assign the order of action items within a Life Event, indicate whether an action item is required, define parent and child (subsidiary) action items, and specify a dependent relationship to indicate if an action item can be started only after completing another item.
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Benefit Clone Utility

The Benefits Clone Utility is enhanced to include the cloning of life events. The new feature enables customers to create a new life event by duplicating another existing life event, in addition to creating a life event manually. The new feature takes advantage of the scenario that many customers can have Life Events with similar action items, and simplifies the process of creating a new life event from scratch. The customer can then modify a cloned life event to suit the business needs.
Benefit Clone Utility
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Employee Self Service Life Event Workflow and Usability

The Employee Self Service Life Event Benefit Enrollment process workflow has been improved and the user interface enhanced with the following components: The activity guide process guides employees through the action items required to complete a selfservice life event. An activity guide pagelet to the left of the action item page lists all the action items and sub-steps contained in the life event.
Activity Guide Pagelet

Icons to the left of each item in the pagelet indicate status change of the item as the employee processes the life event. The pagelet provides a visual indication when all the action items are completed.
Activity Guide Pagelet icons
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If a step has a dependency on another step (as indicated by the blue icon), the employee cannot move on to the step until the dependency step is submitted. Standard buttons corresponding to action items enables an employee to easily navigate through the life event. A Continue Later button enables an employee to temporarily exit a life event and later resume the incomplete task. A Cancel button enables the employee to exit a life event and not proceed with it any further. An automatic warning mechanism alerts the employee to save any required information, or to submit an action item that has a dependent item. A pop-up modal page enables easy addition of an employees beneficiary and dependant data. A grid view ensures better visual representation of beneficiary and dependant data. Hyperlinks to related URLs are organized in a related contents area.
Employee Life Event Descriptive Pages

The activity guide process guides an employee through the action items to be completed in a Life Event. The new release provides customers the flexibility to create a welcome page as the first step, which can be customized to include a greeting, a brief description of the steps involved in the life event and any additional information the employee may want to read before proceeding to the actual event.
Welcome page
Additionally, an exit page has been introduced out-of-the-box, which can be customized to include conclusion text for the life event.
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A Maintain Text Catalog page enables customers to create descriptive pages for action items.
Maintain Text Catalog page
Self Service Life Event Document Filing and Approval

Employees can upload documents required to process a life event. Based on the type of the employee life event being processed, the system displays the required document type(s) to be uploaded.
Life Events Document Upload page
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Depending on the Life Event Rules setup, if a document is required to be approved, the employee can proceed to benefits enrollment only after it is approved. If the required document is not available while processing a life event, the employee can navigate to this page via Self Service and add the document at a later point in time. An automated life event document approval process enables timely approval of the uploaded document. An e-mail notification is triggered to the Benefits Administrator when an employee uploads a life event document. The Approve Document Upload page lists all employee documents pending approval by a benefits administrator.
Approve Document Upload page

A document hyperlink enables the administrator to review the attachment. When a document is approved or denied, an e-mail notification is sent to the employee to take further action.
Self Service Benefit Election Review

After completing the action items, the employee can review the benefits information specified using the Benefits Election Review page.
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Benefits Election Review page

An employee can click Print to generate a new preliminary report, the Benefits Enrollment Summary Statement, in PDF format to review the selected benefit options, and then go back to any previous steps and make additional changes before completing the benefits enrollment.
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Benefits Enrollment Summary Statement (1 or 2)
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Benefits Enrollment Summary Statement (2 of 2)

Customers have the flexibility to configure the Benefits Enrollment Summary Statement report to display or hide information according to their business needs, using the Enrollment Statement Controls page. For example, a customer can configure the report to hide investment and dependent information of employees.
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Enrollment Statement Controls page
Life Event Maintenance

An employee can delete any incomplete life event using the Manage Life Event Instance page, in addition to manually navigating to the life event and canceling it.
Manage Life Instance page
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508 Compliant eBenefits Pages

With the new release, all eBenefits pages are made compliant with Section 508 of the US Rehabilitation Act.
Health Benefit Enrollment Analytics

PeopleSoft Benefits 9.2 delivers a new Health Benefit Enrollment Statistics configurable pagelet that displays Medical Plan enrollments by Benefit Plan. This enables an administrator to see a high level view at a quick glance and provides the ability to drill into the enrollment details and view the counts for each plan.
Health Benefits Enrollment Analytics
Absence Management
Every competitive organization needs a reliable absence management system to determine absence accruals, forecast eligibility for past, current, and future absence events, and properly determine payment of absences. Oracles PeopleSoft Absence Management provides a superior ownership experience by delivering a highly configurable and integrated solution for all of your global absence management needs. PeopleSoft Absence Management 9.2 delivers enhancements in these areas: Integration with Microsoft Outlook Calendar HTML Email Collaboration for Approvals
Integration with Microsoft Outlook Calendar

Desktop Integration remains a high priority in the current enterprise environment. Organizations are looking to leverage their investment with their desktop products such as Microsoft Office.
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For release 9.2, PeopleSoft continues its investment in the desktop application by integrating Absence Management with Microsoft Outlook Calendar. Absence Management leverages the existing Enterprise Components Desktop Integration technology. This new integration allows PeopleSoft self-service users to initiate absence requests directly from their Microsoft Outlook Calendar using a simple and intuitive user interface. They can manage their absence requests and monitor the approval process without having to directly access the PeopleSoft Absence Management application. Submitting Absence Requests from Microsoft Outlook Calendar Entering absence requests from the Outlook Calendar is as simple as entering a self-service absence request using PeopleSoft, but without having to log in to the system. With the integration, employees are able to request an absence from within their Outlook calendar and the absence will be automatically updated in PeopleSoft Absence Management. The user is then able to follow the approval process in Outlook. The delivered integration uses single sign-on to authenticate and personalize the user experience by streamlining the type of absences that an employee is allowed to request and applies any edits according to the employees profile and role in the organization. All existing configuration and predefined edits defined in the PeopleSoft self-service configuration are used.
Absence Management Request in Microsoft Outlook
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Managing Professional and Personal Events from a Single Calendar Users benefit from the integration by being able to manage a single calendar for their professional and personal events such as absence, training, work appointments, and family events. Outlook calendars can also be synched with mobile devices such as smart phones and tablets, allowing users to access their unified calendars anywhere and check the status of their absence requests on their mobile devices.
HTML Email Collaboration for Approvals

Very often users need to leave work, hop on a plane, or are rushed into meetings, and yet still need to complete approval tasks. Some organizations require users to be connected to their secure intranet and firewalls to complete any approvals. PeopleSoft Absence Management 9.2 uses the Email Collaboration Framework to generate fully functional, HTML emails that approvers can use to Approve, Deny, or Push Back absence requests. Approving absence requests through HTML emails functions just as it would if you were logged in to the Absence Management application. Absence requests generated through Absence Management self service, Time and Labor timesheets, or Microsoft Outlook integration generate HTML email notifications that are routed to the appropriate approver(s). Through whatever method they typically use to access email, approvers can view the information provided in an absence request email to make an informed decision and take the appropriate action (approve, deny, or pushback). This enables users to keep on top of their approval tasks and remain efficient and productive.
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HTML Absence Request Approval Email
Time and Labor

Increasing usability and maintaining optimal efficiency continues to be important objectives for organizations. PeopleSoft Time and Labor 9.2 addresses your business needs, based on extensive customer feedback. PeopleSoft Time and Labor 9.2 delivers the following enhancements: The redesigned Apply Rules functionality generates payable time and exceptions when the employee or manager submits time using the timesheet. You can lock down a timesheet and prevent editing, based on the company and pay group. Enhancements to the Time Reporting Code (TRC) Program enable you to designate TRC restrictions and access for time entry on the timesheet. An enhanced timesheet with additional configurations provides users with a more intuitive page that enables better control for both administrators and self-service users.
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A configurable, optional, legal statement that the system displays when submitting a timesheet and a new control that prevents other users from modifying the employees Timesheet. These configurations assist in better change control and audit procedures. Integration with a new Notification Framework within the Time and Labor Workcenter, enabling administrators and managers to create and send on-the-fly or recurring announcements and/or emails to a list of recipients. A new Time and Labor Alerts Framework that provides configurations to automate business policies monitoring and enabling administrators and managers to review and act upon alerts. A new Time and Labor Workcenter provides a single point of entry for administrators and managers to relevant work areas and proactively monitor critical status and transactions. New Time and Labor analytics using PeopleTools pivot grids to access, view, analyze, drill down, and take action on the data that is most important to the user. New XML/BI Publisher Reports for reported time audit, leave and compensatory time, and printing of the timesheet. Adoption of Approval Workflow Engine for Overtime Requests.
Apply Rules
PeopleSoft Time and Labor 9.2 enables you to define rules and then apply those rules from the timesheet. The real-time application of rules from the timesheet immediately establishes up-to-date output following any change in input that impacts the timesheet results, increasing timely completion of the payable time calculation. Users are able to easily make corrections and resubmit the timesheet to obtain updated payable time for payroll processing.
Timesheet showing the Apply Rules button
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The system administrator can configure whether real time rules are enabled on the timesheet using the Time and Labor Installation page.
Time and Labor Installation page

The Real Time Rules field enables the administrator to specify one of three options: real time rules are run when the user clicks the Apply Rules button on the timesheet, real time rules are automatically run when the timesheet is submitted, or real time rules are never run from the timesheet. When the user clicks the Apply Rules button, or submits a timesheet, depending on the setting of the Real Time Rules field, the system applies rules to all of the time entries from the Earliest Change Date (ECD) through the last date shown on the timesheet.
Timesheet Lockdown
The Timesheet Lockdown feature enables administrators to control whether users can edit or only view time entries on a timesheet. Administrators can lock and unlock the timesheet during critical periods, such as payroll processing, to prevent users from modifying time entries.
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Timesheet Lockdown
Select the Lock field to prevent any changes to submitted timesheets for a pay group. Deselect the Lock field to allow changes to submitted timesheets for a pay group. Click the Lock All button to prevent any changes to submitted timesheets for all of the listed pay groups. Click the Unlock All button to allow changes to submitted timesheets for all of the listed pay groups.
Enhanced Configurations
The Time Reporting Template settings have been expanded so that administrators can suppress the display of fields on timesheets in order to allow the use of the application default settings. Administrators can specify whether approvers perform approval actions from a summary view or the detailed view. Time and Labor 9.2 also enables administrators to control the View By selection on the Timesheet to a specific view of Day, Week, or Calendar Period or to determine what sections users can see on the Timesheet.
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Time Reporting Template page

The Time Reporting Elements region enables administrators to specify reported data elements. The administrator can select each type of data reported by time reporters using this template. For each element, the administrator specifies whether the data type is not used, required, or optional. The Approval Locations region specifies the pages used for approvals. Administrators specify whether approvers perform approval tasks from a summary view, the detail view, or either view in order to complete the task. The Timesheet Controls region enables administrators to configure the view of timesheets. The View Selection field enables you to control the timesheet views that are available to employees. You can restrict the view to a Day, Week or Time Period. The other fields in this region enable you to control the sections that the user sees on the timesheet. Additional Enhancements New attributes are provided on the TRC Program that enable administrators to control TRC usage on the employee and manager Timesheet and the display order of the TRC when users select the TRC for time reporting. Administrators can control who is allowed to edit an employee's reported time. You can configure the system to notify employees when someone else makes edits to their time. Legal statements can be defined as a means to sign-off on time entries from the Timesheet.
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Prerelease Notes
In addition to the mouse-over popup feature that enables users to quickly view additional employee information, PeopleSoft Time and Labor 9.2 provides a mouse-over on the job description that includes additional fields such as Workgroup, Taskgroup, and so on. This enables users to view the information they need without navigating away from their business process. The Timesheet Summary page displays last names and first names in separate columns to improve the efficiency by which users can sort the results in the table.
Time and Labor Alerts Framework

The PeopleSoft Time and Labor 9.2 Alerts Framework provides building blocks to automate business policies. Alerts enable you to monitor frequent sick time, work, and overtime against a configured threshold and other business policies that impact your workforce productivity, helping organizations to control their labor costs. Administrators and managers are able to configure alert rules to monitor transaction data for a single group or groups of employees. The alert rules enforce an organizations business policies and generate alerts to specific recipients based on the configuration. The recipients are able to review the alerts and take action from the Time and Labor WorkCenter.
Time and Labor WorkCenter

PeopleSoft Time and Labor 9.2 delivers a new Time and Labor WorkCenter that combines transactions, analytics, workflow, alerts, and reports into a configurable framework that can be tailored to each rolebased user. This new workcenter provides a one-stop-shop that increases users productivity by streamlining and simplifying their work and providing access to all their needed information in one place. The role-based workcenter directs the user to specific tasks they need to address in the My Work pagelet. Users are able to quickly access cross-module pages and run reports, processes, and queries directly from the workcenter. Leveraging PeopleTools Pivot Grids, new Time and Labor transactional analytics are delivered that provide insight into employees time status, absenteeism, and attendance. Using the Notifications Framework, administrators and managers are able to quickly notify users about time updates and pending approvals, and allow recurring reminders to be sent.
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Time and Labor WorkCenter

The left side of the page provides two tabs at the top and multiple links to access user-specific information. The right side of the page had been configured as a Dashboard and displays specific pagelets that provide the user with specific information as soon as they access the WorkCenter.
Adoption of Approval Workflow Engine for Overtime Requests

PeopleSoft Time and Labor 9.2s Overtime Request process adopts the powerful Approval Workflow Engine (AWE) technology, which can automatically trigger workflow notifications. Employees can enter overtime requests for a future date through a self service page and receive approval or denial notices. Through Manager Self Service, managers can view overtime requests and quickly check the amount of overtime employees have worked to date. The manager can then approve or deny the requests and enter explanatory comments. The feature also includes enables users to delegate authority for transactions using the HCM Delegation Framework.
New XML/BI Reports

PeopleSoft Time and Labor 9.2 delivers the following new XML/BI Reports: The Reported Time Audit report provides an audit trail for all additions, updates, and deletions to an employees reported time. The Leave and Compensatory Time report provides a monthly view of all reported leave time, leave taken, and balances. The Print Timesheet report enables users to print their timesheet from the Timesheet page.
Pension
PeopleSoft Pension Administration supports a wide range of functions necessary for day-to-day and periodic pension administration requirements. Pension Administration helps to streamline pension functions including data storage, individual and group benefit calculations, service purchases, buybacks and preparation of pension benefit statements. Its robust functionality manages a diverse range of plans and options with configurable, plan-specific effective-dated business rules to expedite everything from eligibility to calculation of retiree and alternate payee forms of payment.
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Service Purchase
Public sector pension plans have diverse provisions for purchase of service. Pension Administration 9.2 features an end-to-end solution with configurable rules that tailor the system to match an organizations service purchase process. The Pension Administration 9.2 Service Purchase enhancements include: Extensive configuration options that support diverse service purchase provisions. Automated eligibility determination, with an option for manual overrides if your rules permit this. Cost calculations, with payment modeling based on the user-selected payment options. Projection of the increase in retirement benefit due to the purchase of service. Status tracking for the entire lifecycle of the service purchase request. Integration with PeopleSoft Financials for tracking payments toward service purchase. Automated establishment of cost in Service Purchase Accounts.
Eligibility Determination The system determines a plan participants eligibility to purchase service for break periods such as leaves of absence. To determine eligibility, the system applies your configurable eligibility rules to the action/reason history in the participants job record. Service breaks that are not recorded in the retirement system can easily be added for evaluation and purchase.
Eligibility determination
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Cost and Payment Options When calculating the cost to purchase the additional service periods, the system applies the calculation formulas and limits that have been configured. To help participants in the decision process, the system calculates the effect of the service purchase on the eventual pension benefit, displaying the benefit both with and without the service purchase. Multiple cost and payment options are modeled to give the member the most comprehensive data to aid in the decision to purchase or buy back service credit. Models apply the interest rates you specify and, depending on your rules, show options for lump sums, installment payments, and payroll deductions. The overall status of the service purchase transaction is tracked to keep the member updated in this typically lengthy process. Payments are also monitored to provide status on the progress of the service purchase transaction.
Estimates provide cost calculation, payment modeling, and benefit calculations

Integrations with PeopleSoft Receivables Integration with PeopleSoft Financials enables an employees service purchase payments to be monitored by tracking open items in PeopleSoft Receivables. Messaging enables the pension system to communicate with the financials system throughout the Service Purchase process.
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Prerelease Notes
Global Payroll Core

Oracles PeopleSoft Global Payroll is a state-of-the-art, internet-based payroll solution that is built on a truly global architecture. The benefits of this architecture include streamlined application maintenance with one core product and a single rules-based engine and easy deployment and management across borders with consolidated information. PeopleSoft Global Payroll Core 9.2 delivers enhancements in these areas: Processing Monitor Generic Banking Preparation Framework
Processing Monitor
Global Payroll Core 9.2 delivers the Processing Monitor to help you better administer and monitor payroll and absence calculations. The solution provides a single access point for processing statistics, indicating quickly when a transaction may have gone wrong during the different stages of the absence and payroll process. With the Processing Monitor, you can set your own thresholds in order to trigger visual alerts. This helps you determine whether the problem is related to a processing condition, such as a payee suspensions, cancellations or incorrect calculations to absence accruals or to gross and/or net calculations. The Processing Monitor enables you to see a summarized picture of the entire payroll and absence process and gives you the ability to drill down to pay group/calendar results at the department level, helping to determine the source of the problem rather than having to check into multiple components, pages, and search records. This single, one-stop-shop increases the efficiency of the payroll and absence administration processes.
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Prerelease Notes
Processing Monitor
Counts by Status The Processing Monitor includes sections that present processing statistics by selection status, calculation status, and segment status. It presents this information both graphically and in easy to read grids. The statistics in the grids are organized by both status and calculation type. Related Actions The Processing Monitor provides a user with quick access via related actions to the components that are most commonly used during the payroll and absence administration process. You can access the Administrator Results, Calendar Group Results, Calendar Results, Payee Status, Payee Iterative List, and Payee Messages pages. In addition, you can drill down and monitor results at the department level directly from the monitor feature. Department Analysis using Pivot Grids Through the use of pivot grids, the Processing Monitor enables you to drill down to the department level, making it easy to identify those departments that have had a variance on their payments such as overtime, bonuses and so on. These types of earnings may trigger a warning or error alert depending on your threshold settings.
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Prerelease Notes
Flexible Monitor Configuration The Monitor Configuration page enables you to define what information is displayed in the Processing Monitor. By assigning an element list, you determine which absence accumulators are displayed in the Summary portion of the Processing Monitor for absence calculations. You can also use this page to define the thresholds that trigger the system to display errors and warnings in the Counts and Summary sections of the Processing Monitor.
Monitor Configuration page
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Prerelease Notes
Generic Banking Preparation Framework

The banking preparation framework delivered in 9.1 to manage SEPA payments is enhanced for release 9.2 to handle all the current layouts supported by PeopleSoft FSCM Financial Gateway. This enables organizations with multinational operations to use PeopleSoft Financial Gateway as a central point of distribution for all of their payments. Format Selection When setting up your banking preparation definition, you are no longer limited to using the SEPA format. The setup is very flexible and generic, enabling any country to set up its own banking process.
Banking Preparation Definition page

Payment Transaction Review With the new enhancements, the Financial Gateway sends a message to the HCM database when an error occurs that displays the status in the Results by Calendar Group component of Global Payroll. This streamlines the maintenance of the Financial Gateway Payment Preparation table. You can now view more information in the Payment Transactions page through multiple tabs and you can review errors from Financial Gateway in the Errors tab.
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Prerelease Notes
Generic Banking Preparation Framework

Enhanced Integration through Related Content Using PeopleTools Related Content technology, you can access an embedded version of the PeopleSoft Financials Review Payment Details page from the Payment Transactions page in PeopleSoft HCM. This feature enables you to check Payment Status details instantly within Global Payroll without having to log in and out of multiple databases or using a Portal solution.
HR HelpDesk
In an effort to optimize and streamline HR practices across the workforce in todays collaborative enterprise environment, 9.2 HR HelpDesk and HR HelpDesk Self-Service continue to deliver superior HR service capabilities that enable organizations to maximize workforce productivity while lowering cost. This is possible only when workers can spend the bulk of their precious time delivering their assigned tasks without wasting too much time trying to resolve HR related issues or problems. The ideal HR service tool and processes must be tightly and seamlessly integrated to allow employees to quickly find accurate HR information at their fingertips so they can quickly resolve their HR issues and resume executing their core job responsibilities. Improved HR service capabilities in 9.2 HR HelpDesk and HR HelpDesk Self-Service products that help deliver HR service excellence for any organization include: Enhanced HR HelpDesk Self-Service Effective Content Management Ability to add Person of Interest Quick Code Usage Counts Automatic Creation of HR HelpDesk Cases
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Prerelease Notes
Enhanced HR HelpDesk Self-Service

The faster employees can resolve their daily HR issues or problems, the happier and more productive they become in delivering workforce performance for your organization with greater satisfaction. The HR HelpDesk Self-Service product in 9.2 has gone through a complete facelift to enable organizations to provide optimized service delivery and improved user experience for employee self-service users. The 9.2 enhanced HR HelpDesk Self-Service has been redesigned and optimized to help employees quickly resolve all their HR issues and problems at ease with solutions that are more relevant, accurate and useful, leading to maximized call and agent interaction deflections for the HR service center. The highly-configurable solution content framework coupled with the robust knowledge management administration and efficient search powered by Oracle Secured Enterprise Search provide organizations the unsurpassed employee self-service tool they need to make their workforce more productive. The improved 9.2 HR HelpDesk Self-Service is delivered with: New HR HelpDesk Self-Service Home page Redesigned FAQ page Enhanced Search with faceted browsing that includes Solutions, FAQ, Known Issues, and Branch Scripts Intuitive and guided case creation process
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Prerelease Notes
HR HelpDesk Self Service Home page
Improved HR Helpdesk Self Service

The HR Help Desk Self Service Home page is a dashboard which consists of the following pagelets: Pagelet Welcome Banner Quick Links Search Purpose Greets the logged in Self Service user. It can include branding and a personalized message. Provides quick navigation to frequently used pages such as Add Case, Chat, and Email. Allows searching for content including Solutions, FAQs, Known Issues and Branch Scripts using a keyword or by browsing using facets. Displays a pre-defined list of top solutions as defined by the administrator for users to quickly select and view the solution details. Displays a pre-defined scrollable list of Frequently Asked Questions within various Solution Libraries as defined by the administrator for users to quickly select and view. Displays a pre-defined list of known issues as defined by the administrator for users to quickly view and optionally select to be notified about the progress of the case.
Top Solutions
FAQ
Known Issues
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Prerelease Notes
Pagelet Discussion Forums
Purpose Displays a list of discussion forums from PeopleSoft Interaction Hub for users to view the discussions. Provides a list of recent cases related to the current user for the user to quickly access and act upon as appropriate. Provides a list of links to other applications, such as HCM, EBS, or Campus Solutions, as defined by the administrator for easy access.
My Recent Cases
Action Links
Redesigned FAQ page A new FAQ page is delivered which lists the FAQs by topic. Selecting one of the FAQs displays the details for that FAQ on the page.
FAQ page
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Prerelease Notes
Enhanced Search HR HelpDesk provides content searching and browsing using Oracle Secure Enterprise Search. Users can either enter a keyword to search, browse using the facets, or a combination of both to search across Solutions, FAQs, Known Issues, and Branch Scripts and narrow the results to quickly find and view the information needed.
Content Search page

Case Creation Process Display templates are used to allow administrators to configure the number of steps and fields appropriate for the case creation process.
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Prerelease Notes
Case Creation Process

After a case is created, the Case Details page displays with either Case Information or Search Solutions displayed depending on the Business Unit configuration. If the Search Solutions tab is displayed, the keyword field defaults with the case summary and a list of results based on the case summary displays in the results grid.
Effective Content Management for HR HelpDesk Solutions

In order to provide accurate HR information and solutions to the workforce, solution contents must be effectively managed with appropriate visibility, administration, authoring and review process controls in place. It is imperative that solution contents be carefully authored and administered so that only the quality and accurate HR solutions get published to the workforce for effective issue resolution. To help streamline the solution content management, the new concept of Content Ownership is introduced in 9.2. Similar to PeopleSofts existing Role paradigm, the new object entity defines the ownership of specific solution contents. Multiple users can be assigned as members of the Content Owner who have the administration privilege to author, review and approve any solutions that belong to the specific Content Owner. Corresponding Active Analytic Framework (AAF) terms are also delivered to help drive notifications if necessary. Each solution belongs to a Content Owner and is defined with effective Start and End dates which determine the availability of the solution to the workforce through solution searching. When the solution becomes active within a valid range of effective dates, it is automatically built into the search collection and made available for search to the workforce immediately.
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Prerelease Notes
New Content Owner and Effective Dates in Solutions
Ability to Add Person of Interest (POIs)

In 9.2 HR HelpDesk, users are able to Quick Create Persons of Interest (POIs), such as pre-hires, retirees, spouses and attorneys, directly from HR HelpDesk Worker 360 and Case component. Additionally, one is able to Create Person of Interest right from the search page if the interested POI is not found during the search.
Quick Code Usage Counts

To help effectively manage Quick Codes used in categorizing cases, new Usage Counts are delivered to keep track of how many times each Quick Code is used and assigned to new and existing HR HelpDesk cases. Based on the frequency of the usage, the administrator can review the Usage Count and decide to either improve the quick code further or retire it completely out of production if it is not used at all. The Usage Count is added to the Quick Code setup page as well to show up in the Quick Code search result. For an individual Quick Code, the administrator is able to see when it was last used.
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Prerelease Notes
Quick Code Usage Count
Automatic Creation of HR HelpDesk cases

The case creation process in 9.2 has been drastically improved to automatically create an HR HelpDesk case when specific actions have been triggered in PeopleSoft HCM Employee Self-Service or Manager Self-Service transactions. For example, when personal profile or job data is changed in the PeopleSoft HCM system, corresponding AAF policies are triggered automatically to create a new case in HR HelpDesk. Users can selectively configure which HCM transactions should trigger the creation of a new case in HR HelpDesk. HCM transactions triggering the new case may include Personal Information, Payroll and Compensation, Benefits, Leave Transfer Requests, and Learning and Development for the Employee Self-Service, and Job and Personal Information, Compensation and Stock, and Learning and Development for the Manager Self-Service.
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Here is an example of an AAF policy that will automatically create a case:
AAF Policy
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Prerelease Notes
Country-Specific Enhancements
PeopleSoft Global Payroll 9.2 is delivering enhancements for the following countries: Brazil China France Spain Switzerland Thailand UK
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Brazil
PeopleSoft Global Payroll for Brazil 9.2 delivers two important features to better manage termination process: Mass Simulation for Termination Mass Termination and Complements for Termination Payroll
Mass Simulation for Termination

The Mass Termination Simulation Process enables organizations to simulate mass terminations or layoffs to anticipate the cost associated with the staff reduction, based on a list of criteria that can be selected. The Mass Simulations Process leverages the off cycle advance payment functionality from Global Payroll Core. The system calculates earnings and deductions for terminated payees outside of the normal payroll cycle. After defining or reviewing Termination Setup, a user enters Mass Termination Simulations Data and Request in the Mass Term Simulation Data page. In the Payee Detail page, employees can be added to be part of the simulation either by selecting a group ID or organizational criteria, such as Establishment ID, Union Code, Business Unit, Department, or Job Code. Additional earnings that will be paid can be selected as part of the simulation termination process. The Insert/update payees button enables users to review and manage payees to be processed. Once the data is entered, the off cycle request data can be reviewed and off cycle termination process will be calculated and reviewed.
Prerelease Notes
Payee Detail Page

After running the Mass Simulations Process, the results can be reviewed in the Results by Calendar Group component. Since this is a simulation, this payroll cannot be finalized.
Mass Termination and Complements for Termination Payroll

The Mass Termination and Complements for Termination Payroll process automates the management of terminations and its complements as off cycle demands. The process enables the user to: Extract data from Job for terminated employees based on a period and a set of additional criteria such as job code, group ID, and so on. Manage complement information like mass increases or manual element complement that needs to be paid to employees. Create an off cycle calendar for a specific pay group and calendar period. Preview the list of employees to be inserted into the on-demand off cycle calendar. Automatically insert in the original termination calendar earnings to be paid as complements
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Prerelease Notes
After defining or reviewing Termination Setup, and after termination data is entered in Job for concerned employees, Mass Termination and Complements Process information can be entered. Users can create the Mass Termination and Complements Request in the Mass Term & Comp Data page.
Mass Term & Comp Data page

The data that can be selected is: The type of process (Mass Process Option) to be run: Termination or Complement Complement set up options: select the Salary Increase checkbox to take salary increases already entered in Job data into account during the Mass Salary Increases process The payroll calendar ID in which complement for termination payroll will be paid. Employees to be processed either by selecting a group ID or organizational criteria (Establishment ID, Union Code, Business Unit, Department, Job Code) Additional earnings that will be paid as part of the complement or termination process.
The user is able to review and manage Payees to be processed as well as their Termination information from here. Once the off cycle request data is reviewed, users can calculate the off cycle termination process and review the Payroll Results.
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Prerelease Notes
China
PeopleSoft Global Payroll for China 9.2 delivers enhancements in these areas: Payroll Budget Control Payroll Workflow Approval Public Housing Fund and Social Insurance
Payroll Budget Control

With PeopleSoft Global Payroll for China 9.2, you can define a payroll budget for your headquarters and child companies and departments at the beginning of a budget period and monitor your payroll actual costs against the budgeted amounts during that budget period. A new Payroll Budget Administrator role is delivered specifically for the payroll budget control feature. Users who are granted the new role are able to: Define budget periods. Define budget items and associate them with payroll accumulators. Create company trees or department trees (using Tree Manager) that will be the budget distribution structure. Set up budget organization tree security. Enter total budget and distribute it to child companies and departments, following a top-down distribution. Adjust budget values during the budget period. History is tracked. Define budget alerts rules and run the related alerts report. Run a comparison report to compare payroll results against budget.
The Payroll Budget Administrator role is in addition to the existing Payroll Administrator role, which continues to associate items with accumulators and run and finalize your payroll. You can have one or multiple Payroll Budget Administrators. To manage the budget for all of your organization units, a Payroll Budget Administrator will, using the existing company and department PeopleTools tree structures, create a tree of your organizations budget units (one that mirrors your existing organizational hierarchy) and then build the budget relationships through the parent tree. They will set a total budget value for the top-level organization and distribute the value to the child organizations. The child organizations can then distribute their values to the next levels. The total budget will be comprised of the reserved budget, the distributed budget, and any undistributed budgets, with the total budget value not to exceed the overall top-level organization budget.
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Prerelease Notes
Budget Distribution CHN Page

The Payroll Budget Administrator can adjust the budget value in the middle of the budget period with those changes tracked in budget history information. The role can also run the comparison report at the end of the budget period to get a detailed comparison report on each budget unit.
Payroll Budget Comparison Report (sample)

A Payroll Budget Administrator can also set up alert conditions in the budget distribution component and configure alerts for different durations. The role can then use a budget item, budget period, and organization tree to determine the actual budget item cost to compare with the alert condition.
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Prerelease Notes
Payroll Workflow Approval

In China, it is often a business practice to require the Payroll Administrator to obtain payroll calculation approval before finalizing the payroll. PeopleSoft Global Payroll for China 9.2 will deliver a new Payroll Approval role to support this requirement. Users who are assigned the new Payroll Approval role will be able to:
Submit a payroll approval request to the appropriate approver using the new Request Payroll Approval CHN page. A notification will be sent to the approver based on the Approval Setup Configuration. Monitor the approval status and track approval history.
Payroll Administrators are able to: Run payroll calculation using the Calc Absence and Payroll CHN transaction. This transaction has been modified so that after the Calculate step, the Finalize check box remains disabled until the final approver has approved the payroll reports. Run and review three delivered payroll reports (salary details, salary summary, salary discrepancy), using the new Payroll Approval Reports CHN component. Reports enable the administrator to perform a comparison between two calendar groups to track any discrepancy. Submit a payroll approval request to the appropriate approver using the new Request Payroll Approval CHN page. A notification will be sent to the approver based on the Approval Setup Configuration. Monitor the approval status, and track approval history. Recalculate payroll and submit a new approval request if the first approval request is rejected. Finalize payroll when approval is obtained.
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Prerelease Notes
Setup Process Definitions page showing Payroll Approval Process setup

The delivered payroll approval process leverages the standard Approval Workflow Engine (AWE) and the standard Delegation Framework, allowing the approvers to: View approval requests submitted to them via email (AWE), worklist (AWE) or through the new Payroll Approval CHN page in Manager Self Service. Review reports from the Payroll Approval CHN page. Approve, deny, or push back the approval request, or re-assign it to another approver.
Payroll administrators have the ability to configure an approval process with multiple approvers and to set up delegations using standard capabilities of the Approval Workflow Engine (AWE) and the Delegation Framework.
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Prerelease Notes
Public Housing Fund and Social Insurance

A common business requirement in China is to have a benefits administrator manage Public Housing Fund and Social Insurance (PHF/SI) information while the payroll administrator manages other payroll information and processes. PeopleSoft Global Payroll for China 9.2 includes new and enhanced features to support this business practice, including the new Benefit Administrator role and these improvements in security, performance, and usability: Security: The new Benefit Administrator and existing Payroll Administrator roles are segregated. Performance: Large brackets are replaced by new components. Usability: Brackets and the Element Assignment By Payee transaction are replaced by new components specifically for PHF/SI management. The Specify Contributions CHN page that was previously used to manage PHF/SI information is removed. New arrays fetch PHF/SI setup, and data from the new components and the PHF/SI related formulas are modified to accommodate the new logic. Existing PHF/SI deductions remain unchanged and existing reports are slightly modified to accommodate the new design.
PHF/SI Setup CHN page

The new Benefit Administrator role is able to: Access the new PHF/SI Contribution Setup component to maintain PHF/SI prompt tables. (The Payroll Administrator component is Variable Details.)
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Prerelease Notes
Access new components (that replace Brackets) to store PHF/SI countrys legislative data and company setup data. The new Benefit Administrator components include: Mapping PHF/SI Cont Area CHN (Payroll Administrator component will be Mapping PHF/SI Tax Area CHN.) Salary Guideline Cont Area CHN (Payroll Administrator component will be Salary Guideline Tax Area CHN.) PHF/SI Setup CHN Company PHF/SI Setup CHN
Access new components that replace the Element Assignment by Payee component, to store employee PHF/SI data for overrides and other useful employee information for PHF/SI calculation and reporting. The new components include: Define PHF/SI Sequence CHN Payee PHF/SI Setup CHN
Access components to run PHF/SI reports.
France
PeopleSoft Global Payroll for France 9.2 delivers an enhancement in this area: Application Framework
Application Framework
The Application Framework feature is enhanced to support the new N4DS format for year end reporting and the new paperless Employer Certificate (Attestation Employeur Dmatrialise ), both being enforced as of January 1st, 2012, in lieu of the previous DADS format and the previous Assedic certificate paper form. Various usability enhancements are also delivered to support more frequent use of the feature as the new Employer Certificate is to be provided for all terminated employees. Enhanced Run Extraction FRA page In order to improve usability and flexibility to change parameters on run time, a hyperlink has been added to the Run Extraction FRA page to access the Define Extraction data page, which now opens as a modal window. The user can change the parameters on the Define Extraction Data page and return to Run Extraction page for further processing.
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Prerelease Notes
Run Extraction FRA page and Define Extraction Data page (in modal window)
Enhanced Input Extra Data FRA page The Input Extra Data FRA component has been modified to provide extra data based on Node and Attributes setup. This page can be used to add additional employee data to the GPFR_AF_EXTRACT output record. Support for N4DS Year End reporting format as of January 2012 The new N4DS format for year end reporting is delivered in Global Payroll France as a new application (N4DS2011) in Application Framework. Going forward, the new N4DS format will be the base of all applications delivered in Application Framework to support year end reporting. Support for Employer Certificate changes as of January 2012 The new Employer Certificate contains information about terminated employees that has to be transmitted to the Unemployment Agency (Ple Emploi), through a N4DS format file. The new Employer Certificate is delivered in Global Payroll France as a new message (DN-AC) of the N4DS2011 application, and the data extraction is performed through a new run control component which: Displays employees to a given user based on tree security. Shows the list of terminated employees eligible to Employer Certificate processing. Allows the user to remove employees from the list. Generates automatically extraction IDs. Allows the user to generate simultaneously the Employer certificate file and other mandatory termination reports (Work Certificate, Last Payment Receipt). Generates automatically the sequence number requested by the Unemployment Agency.
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Prerelease Notes
A new component is delivered to update the extracted data that allows the user to: View extracted data in a visual fashion, following the structure of the file. View the PDF generated by the Unemployment Agency for each employee. Update and validate data based on calendar group ID and the sequence number, for which the extraction was run. Keep data entered or updated manually in records when the extraction is run again.
Spain
HR localization for Spain 9.2 delivers an enhancement in this area: AFI
AFI
The AFI feature in HR localization for Spain streamlines the business processes related to hiring. When a company hires a new employee in Spain, the hiring information must be communicated to various Government Agencies via mandatory reports. Prior to release 9.2, the reporting process was more complex and time consuming, as some data linked to the Contract were not synchronized and you had to enter the data more than once, and sometimes at run time. PeopleSoft HCM 9.2 introduces an easier and simpler data entry option for Spanish customers. Instead of entering data in multiple pages, now you have a single data entry point where you can enter all data at once. An example of a process made simpler is the Hiring Process. Furthermore, the new interface guides you better during data entry. You need to enter only the data needed for a specific contract or action. In addition, the data entry validation ensures that you have entered the mandatory data.
Data Entry Changes

The new Update Contracts ESP component enables the user to: Manage contract actions. Manage contract clauses. Manage contract signature data. Print a copy of the contract directly. Enter data for AFI reports. Enter payroll data.
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Prerelease Notes
Manage Contract Actions The new Contract Data ESP page populates the fields depending on the Contract Action and Contract Type selected. For example, in the case of permanent contracts, the fields Contract End Date, Contract Duration, and Duration Units are hidden. However, for temporary contracts, these fields are visible in the page and are mandatory. The Contrata Status hyperlink on the page introduces an option to view and track the status of Contrat@ communications.
Contract Data page from the new Update Contracts ESP component
Manage Contract Clauses You can enter the HR data for generating reports that depend on the contract on the Contract Clauses page. The Contract type determines the data displayed on this page and the contract templates that can be selected. Data entry validation verifies if the user has entered the mandatory data. You can also verify the Job Data Details from this page.
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Prerelease Notes
Contract Clauses page from the new Update Contracts ESP component
Manage Contract Signature Data The Contract Signature page enables you to enter the data needed for contract signatures, representative, signature date, and signature city. You can also enter tutor details, if needed. The page also enables you to print the contract, including the contract annexes. Click the Print Contract button to print the contract based on the selected SPEE template. Additionally, you can manage the basic copy. While managing the basic copy, you can print it directly from this page. A new setup component enables you to set up representatives that can be assigned to the hiring centers.
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Prerelease Notes
Contract Signature page from the new Update Contracts ESP component
Enter Data for AFI Reports You can use the AFI Events page to enter the information to be reported to Social Security (via the AFI report). This replaces the AFI Data page from previous releases. The data on this page changes depending on the AFI Action and Reason you select.
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Prerelease Notes
The page displays the general data linked to a contract and hides the less relevant data. It also enables you to view the list of AFI communication and track their status. You can enter the Contract Event manually, or generate it from the Contract Data page. The page also enables you to enter additional information against events.
AFI Events page from the new Update Contracts ESP component
Enter Payroll Data The Payroll Data page enables you to display and store most of the relevant data related with payroll, which depends on the contract (For example, Contributions or Reductions that applies to an employee). Additionally, this page has hyperlinks to quickly navigate to other employee data pages like Tax Data and Supporting Element Overrides. You can view this page only if you have GP Spain installed.
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Prerelease Notes
Payroll Data page from the new Update Contracts ESP component
The Contract Type page now includes four new fields.
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Prerelease Notes
Define Contract Types page with the additional fields highlighted
Process Changes
In line with the data entry changes, the processes listed below are also modified. AFI process The modified process enables you to control what information has already been sent. It also enables you to decide if you want to regenerate the report for the communications that were already included in a previous AFI file. Contrat@ XML generation The Print Contrata XML file enables you to select the population and run the process to print the XML file in a single transaction. Contracts printing process The process enables you to print the contract for a group of employees all at once. The improved process also enables you to select the population and run the process to generate a PDF file in a single transaction.
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Prerelease Notes
Delt@ and Fundacin Tripartita reporting The new feature also simplifies the Delt@ and Fundacin Tripartita reporting processes. Starting with release 9.2, you can select the population and run the process to print the XML files in a single transaction.
Switzerland
PeopleSoft Global Payroll for Switzerland 9.2 delivers enhancements in the area of Multiple Employment Records.
Multiple Employment Records

In Switzerland, some companies use multiple employment records to manage multiple contracts (for example, teachers, policemen or part-time / temporary employees) to manage employees working for multiple companies, or for maintaining expat or rehire data. Currently, PeopleSoft Global Payroll for Switzerland has a feature to manage multiple employment records. Enhancements to the existing feature addresses addition of complex use cases, changes to the data model and addition of new levels for consistent assignment of legal attributes (Insurance, Tax, and so on), that will help ensure correct payroll calculations and reporting, especially in scenarios where multiple contracts is not enabled. The enhancements in PeopleSoft Global Payroll for Switzerland transactions are: Define Child Allowance Maintain Source Tax Data Maintain Social Insurance Data Accident Insurance Data Add Other Insurances Data Pension Fund (PK) Data Maintain Law Data Override Tax Statement Define EO Payment Define EO Payment Override Maternity Leave Define Payee Data
Enhancements in these areas are two-fold for Non-MC (Multi-Contract) environments and for MC environments. Enhancements in non-MC environments are: Individual employees are considered as a single legal entity. Reference record and employee record have an one-to-one relationship.
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Prerelease Notes
User assigns Swiss attributes to a dedicated employee record. Independent Payroll is generated for this legal entity per employee record.
For example, in a non-MC environment, child allowance can be assigned only to one person, who is active in service, and the amount and duration will depend on the canton of work location. Enhancements in MC environments are: There can be multiple employment records for a single employee / legal entity spanning several companies, and canton of work locations. Unlimited number of records can be added. Multiple employment records are mapped to a single reference record. Reference Record and employee records have a one-to-many relationship. The reference record acts as the unified single legal entity. User assigns Swiss attributes to this unified single legal entity. Payroll and ceilings are applied to the single legal entity. Reference records are identified by the system and this controls prompting and defaults.
Enhancements are reflected as changes in calculation, data model, existing UI elements, and to the Tax Statement (GPCH_AE_TX07).
Workflow
The actual workflow is displayed below. In all the UI screens listed, the reference record in Level 0 indicates the most recent record and is displayed for information purposes only. The reference record in Level 1 indicates reference record as of effective date. This reference record determines prompting and defaults. On mouse over of the employee name in all screens, details of the employee as of Level 0 are displayed in a drop-down window.
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Prerelease Notes
Employee Information on Mouse over

The overall workflow with regard to enhancements in Global Payroll for Switzerland Multiple Contracts is listed below. The elements on all pages may change before the 9.2 GA.
Define Child Allowance
Define Family Allow Data CHE
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Prerelease Notes
Maintain Source Tax Data
Maintain Source Tax Data CHE
Maintain Social Insurance Data
Maintain Social Insurance Data CHE
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Accident Insurance Data
Accident Insurance Data CHE
Add Other Insurances Data
Add Other Insurance Data CHE
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Prerelease Notes
Pension Fund (PK) Data
Pension Fund Data CHE
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Prerelease Notes
Maintain Law Data
Maintain LAW Data CHE
Override Tax Statement
Override Tax Statement CHE
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Prerelease Notes
Define EO Payment
Define EO Payment CHE
Define EO Payment Override
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Prerelease Notes
Define EO Payment Override CHE
Maternity Leave
Maternity Leave CHE
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Define Payee Data
Define Payee Data CHE
Thailand
PeopleSoft Global Payroll for Thailand 9.2 delivers enhancements in these areas: Provident Fund Bank Transfer Payroll Register Report Reconciliation Report
Provident Fund
In Thailand, employees and employers contribute to one or multiple provident funds periodically. For each provident fund, employee and employer contribution rates often depend on the employees length of service. The delivered enhancement automatically updates contribution rates as an employees length of service increases to ensure correct payroll calculation at any time. Provident Fund Setup A new application engine is delivered to keep employee and employer provident fund contribution rates up to date against the employees actual length of service. A new Update Provident Fund Info THA run control page is delivered to run this application engine. The application engine runs automatically during the payroll calculation process and updates the provident fund data, which an employee can view in the provident fund self-service page.
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Prerelease Notes
In addition, the Payee Provident Fund Setup page is modified to manage employee preferences. An employee can choose to keep the companys default employee contribution rate or to enter a different employee contribution rate, provided that it is under the employer contribution rate. The Payee Provident Fund Setup self-service page is modified in a similar way.
Payee Provident Fund Setup THA page

Provident Fund Query A query (GPTH_PF_QRY) is delivered to enable users to query in provident fund data.
Bank Transfer
PeopleSoft Global Payroll for Thailand 9.2 leverages the SEPA banking framework, which is now a global framework in the 9.2 release, to deliver EFT files for Thailand. This provides users with an endto-end banking process for Thailand. EFT formats PeopleSoft Global Payroll for Thailand 9.2 delivers three EFT formats (BBL, KBANK, TMB) as system data.
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Prerelease Notes
EFT formats delivered for Thailand in Electronic Transfer Formats page

Source Bank Setup For KBANK and TMB Source Bank IDs, the Source Bank Account setup page has a new Other Required Information link to redirect the users to a secondary page where they can enter additional data. Banking Run Control page A new run control page is delivered to create EFT files for Thailand. This process is to be run after the Global Payroll Core payment preparation process which is used for all the countries.
Payroll Register Report

The Payroll Register Report provides payroll administrators with all of the payroll information they need to make sure the payroll is correct. The pdf report is run after payroll calculation. The report shows period-to-date amounts of earnings, deductions, and other payroll elements, grouped according to business needs using element groups and predefined element categories. The data that is displayed is based on PeopleSoft security. The user is able to select a summary report, a detailed report, or both.
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Payroll Register Report (summary) sample
Reconciliation Report
The Reconciliation Report (pdf) delivered in PeopleSoft Global Payroll for Thailand 9.2 enables payroll administrators to track any deviation in payroll between two pay periods. Payroll administrators can: Configure groups of payroll elements for the report, using the Element Groups component in Global Payroll Core. Select any source calendar group ID and any target calendar group ID. Select employees based on pay group and company. Select a summary report, a detailed report, or both.
Reconciliation Report (sample)
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Prerelease Notes
UK
PeopleSoft Global Payroll for the UK 9.2 delivers an enhancement in the following area: Court Order Processing
Court Order Processing

Court Order, a generic term in the UK payroll terminology, includes attachment of earnings for the following three legislative regions: England and Wales Northern Ireland Scotland
Court orders issued by an agency or court for employees are received by the employer. The employer deducts payments from the wages of an employee for the agency or court. The PeopleSoft HCM Court Order feature enables Payroll Administrators to enter the order information needed to process court orders and the payment in the system. The Global Payroll team processes each court order in a specific order and withholds the amount based on the type of order. When the pay run is complete, the employer sends the deducted amount to the recipient. When the court order is satisfied, the order is stopped. The enhanced Court Order Processing feature delivered in HCM 9.2 provides payroll users with a significant number of new capabilities, which eliminate the need for manual adjustments and increase payroll productivity. The enhancements made to the Court Order feature enable users to perform the following tasks: Assign multiple court orders of the same type across multiple regions at the same time. View assignment details in a separate page. Make amendments to a court order. Add scanned copies of the court orders as attachments and add comments. Track outstanding balance. Automatically or manually update the court order end date and status. Add custom issuing authority values. Add custom court order reasons.
Assign Multiple Court Orders Previously, it was not possible to enter more than three court orders of the same type concurrently for an employee. Payroll users can now assign any number of court orders of the same type concurrently to an employee. The enhanced Court Order functionality also enables users to assign orders from multiple regions at the same time (England and Wales, Northern Ireland, or Scotland).
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The enhanced Court Order feature captures the required data and transfers the data using the interface to the Global Payroll Core Earning and Deduction assignment for processing.
Assign Court Orders GBR page
Assign Court Order page
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Assignment Details Users can click the Court Order Reference hyperlink to view the court order details in the Assignment Details page.
Court Order Reference hyperlink and Assignment Details page

Amendments Users can click the Make Amendment button to record changes to an existing order. The Amend a Court Order page enables payroll users to amend existing court order details. If the payroll is finalized before making the changes, a new data row with the changes is entered. This new row of data is then used for processing payroll for the subsequent run.
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Amend a Court Order page

Attachments and Comments Administrators can now add scanned copies of court orders as attachments. The new Store Order Files tab enables the user to attach a scanned copy of the Court Order received. Administrators can also view or delete added attachments. The Administrator can also add comments for court orders.
Store Order Files Tab with Options to Add, Delete, and View Attachments
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Track Outstanding Balance Previously, users could not check deductions being made on account of a court order and the status of outstanding balances. Users were not able to review the history of the court order. The enhanced Court Order functionality enables users to track the status of a court order outstanding balance at any time. The status of outstanding balance of a court order is viewable in a new Review Court Orders GBR page. Balances and end dates are updated by a batch process that can be run from a new run control page. The Review Court Orders GBR page displays the history of all court orders of an employee.
Review Court Orders GBR page

Automatic Update of End Date and Court Order Status The court order entries were previously not dated. Users had to delete an existing record and enter a new record when a record had to be updated with a new date. There was no history of the change available. Also, when the repayment of court orders was complete, the system did not assign an end date on the court order. The end date and status of court order are now updated automatically when the payment is complete. This enhancement helps avoid unnecessary court order processing. The payment date of the period is populated as the end date. For most records the end date is populated when the repayment of the order is complete. For some orders that require manual entry of the end date, the new End Date field allows the Administrator to enter the stop date of the court order. The Global Payroll team executes the process to update the end date of the court order.
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Update End Date GBR page Issuing Authorities Administrators can add custom issuing authority values for the user to select from the Issuing Authority drop-down list when assigning or updating a court order.
Issuing Authorities GBR page
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Court Order Reasons Administrators can now add custom court order reason values that users can select from the Court Order Reason drop-down list. Users can select the court order reason when making changes to a court order. This will help assist employees who want to know the reason for the changes made. This feature also helps when auditing payments to deduction recipients.
Court Order Reasons GBR page

Consistent User Keys The user keys across accumulators were previously not consistent for different order types. The enhanced Court Order functionality ensures consistent user keys across different court order accumulators. All court order accumulators have the following user keys: User Key 1: Court Order Reference Number User Key 2: Order Type User Key 3: Region
This also enables administrators to easily reconcile court order entries against deductions and accumulators generated in payroll. This also enables users to generate easy reports on court orders.
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HCM 9 2 Prerelease Notes

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Prerelease Notes

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

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Purpose of This Document

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Release Value Proposition

Cumulative Feature Overview Tool

Video Feature Overviews

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PeopleSoft Information Portal

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Enhancements That Are Common To Multiple Applications

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Global Search with Related Actions

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Embedded Help for Reverse/Adjust Paychecks

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New PeopleSoft Online Help Solution

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PeopleSoft Continuous Delivery Model

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PeopleSoft Update Manager

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PeopleSoft iPad Certification

PeopleSoft Interaction Hub

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PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations

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ePerformance Compensation Career and Succession Planning

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Core Human Resources

Organization Viewer Video Feature Overview Play Now

Manager Dashboard Video Feature Overview Play Now

Talent Summary Video Feature Overview Play Now

Associating the transaction type with a template

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Smart HR Sections Configuration

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Manage Transaction page

Headcount Pivot Grids

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Profile Management Enhancements

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Integration between the Profile Management profile and Smart HR

Custom Prompt page using a custom list

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Custom Prompt page using a prompt record

Content Section page using a custom prompt

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A persons profile using a custom list prompt

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Sub-Competencies that are related to a competency item

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Employee Profile Matching component

Open Compensation Cycle Job Changes

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