2012: Do You Know Your PeopleSoft Roadmap?

2012: Do You Know Your PeopleSoft Roadmap?

2012…what’s in store for you this year?

If Santa didn’t leave you an upgrade to PeopleSoft 9.1 under your tree, nor PeopleTools 8.52 in your stocking Christmas morning, you may need to take control of the situation yourself.  Whether you are losing support for your current PeopleSoft applications or you finally have managed to set aside some of your hard-earned budget, this could be the year you pursue making your PeopleSoft applications work even harder for you, and Oracle has provided more than 200 additional features through 9.1, PeopleTools 8.52, and the subsequent feature packs.

A couple of highlights:

Forms and Approval Builder.  This new feature is part of Common Components 9.1, therefore available for use throughout all of the PeopleSoft HCM and FMS modules.  It provides a business analyst or other non-developer PeopleSoft application expert to create simple forms and establish an approval for the content.

Enhanced Search Capability.  PeopleSoft 9.1 allows users to perform global searches across multiple indexes and return the results organized by dynamic facets (segments), then take action based on search results, without having to navigate the menu to do so.  Additionally, the Last Search Results link allows a user to return to the results of a recent search and perform additional actions or to access additional results.  Keyword Search allows for a global search across multiple components throughout the PeopleSoft application, and can be used to review more than the 300 record restriction applied to traditional field based searches.

Manager Dashboard.  This feature provides an at-a-glance view of important information to help managers know where they need to focus.  PeopleSoft Administrators designate which pages are available for managers and a user can further personalize the content details and layout.  Highlights of the Manager Dashboard include:

  • Alerts and Approvals pagelets indicate what transactions need immediate attention and navigate directly to the transactions through the pagelets.
  • The Direct Line Reports pagelet categorizes data for each employee across a variety areas of interest, including Job Details and Compensation, then drilldown as needed into the application for details.
  • Pivot Grids enable you to easily analyze, filter, and slice relevant organizational data, including switching between various chart types for more productive analysis.
  • Quick Links.  This feature provides easy access to frequently used items without having to navigate the application to access them.

Credit and Collections Workbench.  The new workbench in PeopleSoft 9.1 Receivables provides a one stop shop where receivables users can review action items, analyze customer information, and work to improve their collections-related efficiency by utilizing risk-based scoring.

Approval Framework.  The new Approval Framework, formerly referred to as the Approval Workflow Engine, is available throughout the Financials, Supply Chain, and Human Capital Management applications.  Notification Emails provide links directly into the transactions requiring approval, and approvers have the ability to push transactions back a previous approver, as well as add ad hoc reviewers and approvers as needed.  You can use the Approval Framework as delivered for existing approvals or to build additional approvals needed to support your business needs.

You can find out more about PeopleSoft Enterprise 9.1 applications by logging in to My Oracle Support at support.oracle.com.  For a conversation about mapping out your PeopleSoft applications strategy and roadmap for 2012 and beyond, don’t be afraid to contact us.

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