Oracle’s PeopleSoft Update Manager (PUM) for Human Capital Management (HCM) plays a crucial role in ensuring that organizations using PeopleSoft HCM applications can effectively manage and maintain their HCM system. By “Staying Current”, organizations can take advantage of new functionalities that improve HR processes, enhance user experience, and increase productivity.
We at Kovaion, always Keep up with the latest features to ensure that organizations remain competitive in the rapidly evolving HCM landscape. Come, Let’s check what PUM 46 Release has in store for Organizations in this detailed blog.
1. PeopleTools 8.60 Redwood Style Changes in HCM
2. Benefits Open Enrollment Insights
3. Health Savings Account Worksheet
4. Employee Self-Service Address Configurability
6. Performance Management Writing Tools and Language Checker
8. Remote Worker Home Address Edit
9. Employee Self-Service Canadian Federal TD1
10. Component Lockdown Framework
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What Oracle PeopleSoft Offers to Organizations through HCM PUM #46 Release?
HCM Image 46 introduces the utilization of PeopleTools 8.60, bringing exciting enhancements to the PeopleSoft HCM system. One notable improvement is the introduction of a new color scheme called “redwood.” This fresh look is applied through a style sheet using CSS variables, which offers a unified and refreshed user interface across all Oracle applications. This new approach simplifies future changes and enables customers to easily apply their own branding if desired. While customers can still use the existing branding framework features, utilizing CSS variables is recommended for a more seamless branding experience.
Fig 1.1 PeopleTools 8.60 Redwood Style Changes
The banner in HCM Image 46 consists of two sections: a global section at the top and a contextual section at the bottom. In the global section, common controls like recently visited items and Favorites are easily accessible. Additionally, the global search field is always visible in the middle of the banner, enabling users to perform searches effortlessly, regardless of their location within the system. The contextual section displays the content’s title and provides available contextual actions in the More Actions menu.
PeopleSoft PUM 46 introduces a new addition to its collection of Insights analytics: the Open Enrollment Insights tile.
Fig 2.1 Viewing Open Enrollment Insights
Fig 2.2 Tracking Missing Attachments & Pending Approvals
With these benefits and features of the Open Enrollment Insights tile, benefits administrators in organizations can gain valuable insights into the enrollment activity of their workforce. With its comprehensive dashboard and user-friendly visualizations, administrators can make informed decisions, ensure smoother enrollment processes, and enhance the overall employee benefits experience.
PeopleSoft provides this new feature called Open Enrollment Insights, which includes a useful worksheet for employees enrolling in a Health Savings Account (HSA) plan. This worksheet enables employees to estimate their plan contribution, providing them with valuable information for making informed decisions. Here are the key features of the HSA worksheet from PUM 46.
Fig 3.1 Health Savings Account Worksheet
These enhancements streamline the estimation process, promote accuracy, and ensure compliance with plan guidelines.
Before HCM Image Update 46, employees had limited capabilities to update only their home and mailing addresses in the Personal Data section. However, with the introduction of the Address and Contact Type config pages, organizations now have the ability to customize the address, phone, and email types that employees can view, update, or delete.
Fig 4.1 Employee Self-Service Address Config Page
The configuration options allow organizations to modify the available address, phone, and email types for use in Personal Data. Furthermore, they can determine the level of control granted to employees. There are several options to choose from:
Fig 4.2 Address & Contact Type Config Page
When employees access their Personal Data, the Addresses or Contact details pages will show the specific information they can maintain or view. Depending on the configuration settings for each address or contact type, different options will be available.
For example, when an employee selects a row, the secondary page will appear in one of three modes:
The Address and Contact Type configuration pages provide organizations with greater flexibility in managing the types of addresses, phone numbers, and email addresses that employees can access and modify. This configuration enhances control and customization options while ensuring that employees have the appropriate level of access to update their personal information.
PeopleSoft Performance Management has been updated with two Dashboards designed to assist managers and administrators in effectively tracking employee reviews and gaining insights into overall employee performance. These Dashboards provide valuable tools and visualizations for managers and administrators alike.
Fig 5.1 Dashboards Available in PeopleSoft Performance Management
Focusing on the manager’s Dashboard called “Document Insights” First, it offers a range of visualizations to provide managers with information about the status of employee performance evaluations. Here are the key features:
The Team Performance Insights Dashboard offers a broader perspective on overall employee performance. Here are the key features:
These Dashboards equip managers with the necessary tools and visualizations to track employee reviews, identify potential issues, and gain insights into overall employee performance. By utilizing these Dashboards, managers can make informed decisions and drive performance improvements within their teams and organizations.
PeopleSoft provides encashments in Fluid Performance Management to assist reviewers in providing feedback during employee evaluations.
The system offers writing tools that provide text suggestions when entering final evaluation comments for employees. These writing tools are available to any user with supporting access roles or permissions. The writing tool link can be found in the evaluation items, sections, and summary sections, which are based on the configured templates. Within the writing tools, you can receive text suggestions from various sources.
Fig 6.1 Performance Management Writing Tools
Within the writing tools, you can receive text suggestions from various sources – Evaluator Comments, Development Tips, Result Writer & Performance Notes.
The language checker in the system identifies improper use of words and phrases in review comments. When enabled, it becomes accessible to managers during the evaluation step of the review process. For each instance of an improper word identified, the manager can view the reason why it is considered inappropriate and examine usage examples provided in the system’s setup.
Fig 6.2 Language Checker
Peoplesoft HCM enhances the employee header configuration, allowing to display of relevant fields on fluid application pages. The header design supports up to three lines of employee information.
Each field can be customized to include additional details. For example, the phone field can show a business or mobile number. Display options are available too, such as showing the department code, description, or both. Configurability is extended to more fluid pages, including self-service and manager self-service in both time labor and absence management.
Fig 7.1 Employee Header Page Configuration
An example of the configurable header in action is the manage absences page. This update (image 46) brings configurability to even more fluid pages, providing flexibility for the header feature.
Employees can now validate and modify their home addresses while submitting a remote worker request. The remote worker activity guide includes a step to verify the address. When an employee enters a home address change, the request details, review, and submit pages will display the proposed address if “home” is selected as the remote location. The updated address information is also visible on the personal detail pages of self-service. Once the request is approved, the system will update the address accordingly.
Fig 8.1 Verify Remote Worker Home Address
In fluid Employee self-service, Canadian employees can update their federal tax withholding information using updatable forms. Multiple Canada Revenue Agency tax forms, such as form TD1, form TD1X, and form TD1-IN, are available for employees to update based on the system setup. Employees can select the relevant tax form, make the necessary updates, and submit it for processing. If approval is required, the tax withholding changes will be applied in the system after the request is approved.
Fig 9.1 Verify Remote Worker Home Address
Peoplesoft HCM introduces an enhanced framework for data lockdown in components during payroll processing or on a specified schedule. When accessing a locked-down component, a configurable message informs users that no updates can be made. Clicking “OK” renders the component in read-only mode. Let’s explore the configuration pages for the HCM lockdown framework.
Fig 10.1 Component Lockdown Framework Setup
The component lockdown framework supports lockdown capabilities in global payroll, absence management, and payroll for North American processes.
On the Whole PeopleSoft HCM PUM, 46 ensures that organizations can leverage the latest features to maintain system stability and security, meet regulatory requirements, and have control over the update process. By utilizing PUM 46, organizations can maximize the value of their PeopleSoft HCM investment and keep their HCM system aligned with their evolving business needs.
Author: Nandhini Devi Raman, Oracle PeopleSoft Consultant
