PeopleSoft HCM (Human Capital Management) is a software application designed to manage and streamline various HR processes such as recruitment, performance management, employee self-service, payroll, and benefits administration. Within the PeopleSoft HCM suite, there is a feature called Personalize My Team for Managers.
Personalize My Team for Manager is a feature that allows managers to view and manage their team’s information and tasks in a personalized dashboard. Managers can view information such as Job information, Compensation data, leave balance, and Performance data based on the delivered features. This will come in very handy for managers because, at the click of a button, they will have all the information about the reporters who directly/indirectly report to them.
Fig 1: My Team
The Personalize My Team for Manager feature is designed to increase productivity and efficiency for managers by providing them with real-time access to their team’s information and tasks, allowing them to make informed decisions and take action quickly. Overall, this feature helps managers to better manage their team, improve communication, and streamline their day-to-day HR tasks.
Personalize My Team for Manager | PeopleSoft PUM Image 32
PeopleSoft PUM Image 32 provides a new feature, which provides the flexibility to personalize the My Team page for Managers.
Steps to Customize the My Team page, to view the Reportee’s Date of Birth in the new “Team Birthday” Tab.
Use the below configuration page to set up the My Team for the managers.
Navigation: Setup HCM > Common Definition > My Team Configuration > Configure My Team Pages
Fig 2: Configure My Team Page
Steps to configure custom page on My Team
- Unhide the Configurable Page
- Add the Tab Label (Button Label)
Fig 3: Configure My Team Page
- Change the Page Label name as Team Birthday in HR_DR_TEAM_FLU component through App-designer
Fig 4: HR_DR_TEAM_FLU Component
- Unhide the corresponding Radio button on the HR_TEAM_BTNBAR_SBF page
Fig 5: HR_TEAM_BTNBAR_SBF Page
- Update the Permission list to ensure authorized access to the page.
Fig 6: Permission List
- Custom code must be added in the DR_TEAMS application class under the HR_TEAMS application package similar to the existing Summary Tab code.
- Login as a Manager to view the Reporters Birthday.
Fig 7: My Team
Here are some of the business benefits of using Personalize My Team for managers:
- Improved Efficiency: Personalize My Team allows managers to quickly and easily access the information they need, without having to navigate through various screens and menus. This can save time and increase efficiency, allowing managers to focus on more strategic tasks.
- Better Decision-Making: By personalizing their team’s information, managers can get a clearer view of their team’s strengths and weaknesses. This can help them make more informed decisions about talent management, performance evaluation, and resource allocation.
- Enhanced Communication: Personalize My Team allows managers to communicate with their team members more effectively. For example, they can set up alerts and notifications to stay informed about important events, such as employee birthdays, work anniversaries, and upcoming performance reviews.
- Increased Employee Engagement: Personalize My Team can help managers to engage with their team members more effectively. By personalizing employee data, managers can get a better understanding of their team’s goals and aspirations and can provide more personalized coaching and feedback.
- Improved Data Accuracy: Personalize My Team ensures that managers have access to accurate and up-to-date information about their team. This can help them to make better decisions and avoid errors that can lead to costly mistakes.
Overall, this feature can help managers to improve business productivity, communication, and decision-making, with enhanced employee engagement and satisfaction.
Arun Kumar – Senior Consultant
Ashritha Shetty – Principal Consultant