Enhancements for PeopleSoft Global Payroll Brought to You by PUM - Alex Lightstone & Gary Lindsay, Cedar Consulting

Welcome to the
PeopleSoft & Oracle HCM Cloud Day
2016
Sponsored by Cedar Consulting & Oracle
3rd March 2016
Oracle City Office, London

Introduction
 With the introduction of PUM and PeopleSoft HCM 9.2, Oracle moved away from requiring large
and costly upgrades every 3 – 4 years to smaller enhancements several times per year
 New functionality is optional and does not need to be installed
 Key functionality that has been released since 9.2 initial release (GA) includes:
 Fluid User Interface
 Global Payroll Workcenter
 Payroll Analytics
 Absence Analytics
 RTI Reconciliation Report
 Various enhancements to Outlook Integration and Approvals (HTML Approvals)
 Element Copy Tool
 Positive Input Keyword Search

Introduction
PeopleSoft Update Manager
 PeopleSoft Update Manager (PUM) is the delivery method for providing product updates in 9.2
 Used for the following types of updates:
 New Features and Enhancements
 Product Fixes
 Legislative Updates and Enhancements
 Currently only used for application updates, PeopleTools still delivered using traditional methods
Selective Adoption
 Selective Adoption requires PUM
 Possible to select which fixes / enhancements to apply
 No longer required to apply all bundles and other updates

Fluid User Interface
 The new Fluid user interface capability was introduced with PeopleTools 8.54
 Standard PeopleSoft user interface now labelled as "Classic"
 Similar to DUI (Desktop User Interface) and SUI (Simplified User Interface) concepts in HCM Cloud
 Primarily used for Self-Service Applications
 Scales according to screen and window size
 Will adapt according to device form factor (PC, Tablet, Phone)
 "Touch" friendly
 Requires Internet Explorer 11 (or any recent version of Firefox or Chrome) on PC
 Only Safari and Chrome browsers supported on Mobile (iPhone and Android only)
 Mobile functionality is 100% browser based – no need to install apps

Fluid User Interface
 Pages need to be rewritten to use Fluid – upgrading to PeopleTools 8.54 is not enough in itself
 Oracle gradually rolling out Fluid pages for all Self-Service functionality – almost complete
 Where is it currently used?
 Absence Self-Service pages (since PUM 9)
 Payslips and Mobile Payslips (since PUM 14)
 Not available for Bank Accounts (yet)
 Fluid development requires a broader skill base than standard PeopleSoft development
 An understanding of HTML5 and JavaScript is extremely beneficial
 Existing PeopleSoft developers may need to retool and spend time learning new technology

Mobile Payslips
 Uses Fluid User Interface
 Displays a summary and detailed view of payroll results
 Fully configurable
 Option to download standard PDF copy of payslip (configurable – this can be disabled)
 Existing Self-Service payslips component has also been redesigned
 Same URL accesses mobile or desktop payslips (auto switches according to device being used)

Global Payroll Workcenter
 Global Payroll Work Area delivered in PUM 15
 Not a traditional Workcenter but still useful
 Tools for managing payroll exceptions (e.g. Payees in Error, Missing Bank Accounts)
 Use of Activity Guides to automatically assign different types of exception to different roles or users
 Links to Payroll and Absence Analytics
 Built using Fluid so can be accessed via small form factor devices (phones, tablets, etc.)

Payroll Analytics
 Built predominantly using standard PeopleSoft Analytics Tools, including:
 Query
 Pivots
 Data prepared and expanded as part of payroll processing
 Visual presentation of data using a variety of tables, graphs and charts
 Wide range of data filters
 Direct links to relevant pages and components (Related Actions)

Absence Analytics
 Similar in concept to Payroll Analytics
 Delivered as a Dashboard
 Various visual representations of Absence data as stored in PeopleSoft
 Helps to drive ROI by providing greater insight into root causes of employee absences

RTI Reconciliation Reports
 RTI Reconciliation Reporting comprises three separate reports:
 FPS Reconciliation – Reconciles FPS figures back to Payroll Results
 Balances Earning / Deduction results against Accumulator balances (as used for RTI)
 Highlights differences between values on FPS and Payroll Results at the employee level
 Option to show detail for all employees, or only where differences exist
 EPS Reconciliation – Reconciles EPS figures back to FPS figures
 Highlights differences between EPS and FPS at the employee level
 Useful when investigating why totals on EPS don't match FPS totals
 Payroll Reconciliation – Breaks down NI and Tax liabilities owed to HMRC for each pay period
 Amounts due includes relief from SMP, SPP, etc.
 Breakdown of YTD totals by employee for reconciling back to overall total

RTI Reconciliation Reports
 Report output is Excel format
 Runs as BI Publisher so can be output to PDF or Word if preferred
 Initial setup is missing from PUM image and install
 Contact Oracle for scripts to load initial configuration

Other Enhancements
 HTML Approvals – Approve directly from email – no need to sign in to PeopleSoft
 Outlook Integration – PUM Image 2 introduced two way synchronisation
 Element Copy Tool – Major reduction in development time of new features
 Positive Input Keyword Search – Makes searching Positive Input quicker and easier

Mobile Technical / Security Considerations
 Liaise with technical team about how best to implement and provision connectivity
 Main issues generally concern network security
 A lot of VPN software will not work from a mobile phone so can't be used
 Corporate Wi-Fi networks on company premises may have additional security requirements
 Consider corporate mobile platform (Windows Phone and Blackberry are not supported)
 PeopleSoft can be made to work with Windows Phone but requires custom technical build

Enhancements for PeopleSoft Global Payroll Brought to You by PUM - Alex Lightstone & Gary Lindsay, Cedar Consulting

Enhancements for PeopleSoft Global Payroll Brought to You by PUM - Alex Lightstone & Gary Lindsay, Cedar Consulting

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Enhancements for PeopleSoft Global Payroll Brought to You by PUM - Alex Lightstone & Gary Lindsay, Cedar Consulting