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Content tagged 'Activity Guides'

October 8, 2016
By Frederic Portal, Ataway Director of Strategy & Alliance

Fluid Accounting Tags found within PeopleSoft FSCM 9.2 applications streamline accounting data entry by automatically populating invoice accounting details. Accounting Tags are standardized accounting definitions that streamline transaction processing for non-financial users. Accounting Tags are similar to SpeedCharts, except Accounting Tags are found within the Fluid User Interface. Accounting Tags are powered by a configurable framework and are available on the go, allowing users to input information for accounting transactions wherever they are at. Users can set up accounting tags using an activity guide that walks the user through the process step by step. Here are three key features of Fluid Accounting Tags that will save your organization time and money. 

June 4, 2016
By Frederic Portal, Ataway Director of Strategy & Alliance

PeopleSoft’s Fluid Payment Request feature allows users to submit ad hoc payment requests without the need for Accounts Payable assistance or advanced knowledge of PeopleSoft. An activity guide walks users through four simple steps to enter invoice, supplier and accounting information. Users can access the Payment Request feature wherever they are, as the pages are fully accessible from a desktop, tablet or mobile device. 

May 27, 2016
By Frederic Portal, Ataway Director of Strategy & Alliance

Julie Alonso, Oracle Product Management Director for Core HR, presents seven developments with PeopleSoft HCM 9.2, both in the recently released Update Image 17 as well as what is planning to be delivered within the next 12 to 18 months. These new features and functionality increase guided self service and opportunities to configure the application to fit both organizational and individual users’ needs. 

February 28, 2014
By Frederic Portal, Ataway Director of Strategy and Alliance

PeopleSoft released the PeopleSoft In-Memory application to help Chief Financial Officers and Finance Executives drive business performance through faster, well-informed decisions based on real-time simulations of business and regulatory changes. Today’s environment is challenging for CFOs to keep reducing costs, maximize productivity, find tools supporting financial decisions that impact the bottom line and, finally, reduce decisions based on historical data or estimates. CFOs need a global view of their organization and the ability to forecast the effect of the business world – and spreadsheets are far from it.

February 14, 2014

Recruiting is essential in attracting the productive workforce your company needs. For many HR directors, a key objective in supporting current business and growing new initiatives is to improve job search efficiency without compromising the candidate experience. 

According to the Graduate Recruitment Bureau, 90% of candidates apply for jobs through the Internet. With the growth of online recruiting, hiring managers need to select from larger pools of candidates, find the ones best suited for the position and engage with them more effectively. Top candidates have more choices, and how they feel about their treatment during the search process will have a direct impact on their decision to join your organization -- or the competition. So how can your organization set its online recruiting strategy apart from the crowd?

January 25, 2014

Oracle’s release of PeopleSoft 9.2 once again shows its dedication to streamlining business processes with Activity Guides.

Activity Guides, which were first introduced in 8.53, have immensely improved in 9.2. Activity Guides are workplaces in which users are presented with actions or tasks designed by an administrator that are to be completed by a guided process. These guided processes link together separate transactions in order to complete a business process. Activity Guides are a PeopleTools feature that allow you to define guided procedures for a user or group of users to complete. Activity Guides can be used for in many ways, including:

  • • The on-boarding of a new employee
  • • Benefits enrollment.
  • • Life event changes (delivered in 9.2)
  • • Period-end closing
  • • System or feature re-configuration

PeopleSoft 9.2 delivers a guided business process for Life Events using Activity Guides.  Administrators can define tasks such as marriage or divorce, enabling users to easily change information that is pertinent to the business process. Employees process a self-service life event when there is a change in their benefits enrollment as a result of a life event, such as change in marital status, child birth or adoption. To process a life event, the user selects from the list of available life events. The user will be then guided through the required sub-steps, optional steps or action items to complete the life event. The activity guide pagelet will list all action items within the life event. The status of each action item changes as the user navigates through the item. If an employee gets married, for example, he can change his/her status and last name, and attach a marriage license within the Activity Guide.

Activity Guide buttons enable easy navigation, saving processing a life event to continue at later point, as well as actions such as cancel/delete. When a life event is completed, the activity guide will provide a visual indication.

Users can perform the following activities while processing a life event:

  • • Upload require documents: The system displays dynamically, based on the type of employee and life event, as well as document type(s) required to upload
  • • Change benefits enrollment
  • • Review benefits election to make further changes

PeopleSoft delivers out-of-the-box tools for the following life events: Marriage, Child Birth, Adoption and Divorce.

Activity Guides provide users the ability to record events without Benefits Administrator intervention.  With this new feature, the user has one central place to change or update their benefits enrollment,  personal data and Payroll.

Delivered Activity Guides can be configured to change the order of steps, make required or optional steps and, finally, provide personalized text.  Each Life Event can have its own informational text that your administrator defines to meet your requirements. This ease of use will cut down time for HR and speed up business processes, ultimately increasing user satisfaction.

Successful implementation of Activity Guides will simplify the business process once a guide is set up. PeopleSoft has aimed to make the setup of these guides as easy as possible in 9.2. An administrator will need to determine a set complex tasks which are to be completed by individual or groups of users. Once these tasks have been identified and categorized, the administrator will turn them into Activity Items -- individual steps or tasks that are defined in the Activity Guide and need to be completed by employees. After an Activity Guide has been completed, it can be interfaced with the WorkCenter, where it will display next to the transactional pagelet.

Activity Guides are very powerful and useful. They can walk users through infrequently performed self-service tasks or help power users performing complex administrative functions.   PeopleSoft 9.2 and PeopleTools 8.53 power business process with even more flexibility, allowing administrators to orchestrate business processes with any customization. The Activity will definitely cut down time for HR and Finance departments and will inevitably speed up your business processes. They provide hard dollar savings to justify an upgrade to PeopleSoft 9.2.

And finally: Matthew Haavisto in the PeopleSoft Technology Blog points us to this great video on how to create a simple activity guide. Take a look:

Consult with Ataway’s Team of Experts today, and learn how we can help you set up Activity Guides or prepare for a 9.2 upgrade.

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