New PUM Features: 2023 Release #1

PeopleSoft New Features Update

The HCM enhancements were across modules as broken down by the chart below with Core HR having the most enhancements overall. 

Module	New Features
Absence Management Count	1
Benefits Administration Count	1
Candidate Gateway Count	1
General HCM Enhancements Count	2
Global Payroll Count for Switzerland	1
Human Resources Count	9
Payroll for North America Count	3
Talent Acquisition Manager Count	1
Time and Labor Count	1
ePerformance Count	1
eProfile Manager Desktop Count	1
Grand Count	22

The new PUM features 2023 release #1 included many HCM enhancements. Here are a few:

• Enhanced Absence Management to combine the absence request, balances, and history pages into one unified user interface, providing the user with a seamless absence reporting experience.
• Added configuration setup in Fluid Direct Reports to show remote worker information.
• Enhanced the Fluid Company Directory configuration to provide the ability to display additional fields, which include the Business Title, Remote Worker Status, Employee Time Zone and Local Time fields.
• Modified the Voluntary and Involuntary Offboarding templates to replace the classic Manager Checklist step with the new Fluid Manager Checklist step.
• Enhanced the Performance Management functionality for managers, employees and participants to conduct performance reviews in Fluid. Pages are completely redesigned to provide users a modern user interface for accessing and working with evaluation documents in every step of the review cycle.
• Multiple real time indexing enhancements

The FSCM enhancements across modules are broken down by the chart below:

Module	Count
Asset Management Count	5
Billing Count	3
Cash Management Count	1
Expenses Count	2
General FSCM Enhancements Count	5
General Ledger Count	2
Grants Count	2
Maintenance Management Count	2
Payables Count	5
Project Costing Count	2
Receivables Count	4
Resource Management Count	1
eBill Payment Count	1
Mobile Inventory Count	1
Purchasing Count	4
Supplier Contract Management Count	1
eProcurement Count	4
Grand Count	45

The new PUM features 2023 release #1 also included many FSCM enhancements.  A few key enhancements include:

• Added the sum of non-capitalized cost to the Non-Cap History List page. This is similar to how the total cost displays on the Capitalized Cost History List.
• Enhanced the Review Depreciation component with related content, which enables you to view book or cost history information related to the asset. Related content displays below the transaction page in a split screen format.
• Enhanced invoicing to restrict users from deleting attachments from Supporting Documentations pages. You can configure your system so that specific roles can delete attachments. When using this feature, the user who attached the document can delete attachments regardless of their role.
• Enhanced the payment option to configure the source of payments for PeopleSoft Expenses. The Payment Destination option applies to cash advances and expense report reimbursements. It is defined at three different locations: installation, business unit, and employee, and is used during the Stage Payment process.
• Adopted the PeopleTools 8.60 feature that adds an expiration date to disable and lock a user security profile based on an effective date for FSCM.
• Enhanced the Business Unit Management feature to set up general ledger and sub-ledger business units using the PeopleTools Activity Guide. It combines the most common components used to create general ledger and sub-ledger business units into a single location so that you can use one central component. This image adds Payables as a source system.
• Enhanced Supplier Relationship Management to recognize the potential duplicate registration of an existing supplier. While adding a new supplier, if supplier data matches specific field values, an error message is displayed when saving the record. In addition, a link is provided to view existing supplier and registration details.
• Added a My Work Exception on the Fluid Project Costing WorkCenter to review and update deferred billings. The exception allows users to update the billing date for deferred billing transactions, place a contract bill plan on hold or remove a hold.
• Enhanced PeopleSoft Purchasing to create purchase orders from Bill Only, and Bill and Replace requisition types. Custom fields are added to provide additional information for the purchase order. Purchase Order type and custom fields are also displayed on printed purchase orders.
• Enhanced PeopleSoft eProcurement Fluid requisitions by adding two new requisition types for healthcare customers. The Bill Only requisition type is used for items that were used, and no replacement item is needed. The Bill and Replace requisition type is used for items that were used, need to be billed, and a replacement part is required. If neither requisition type is enabled, you can create and manage Standard requisitions only.

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If you would like additional information on these PUM updates, please contact me at larry.zagata@miproconsulting.com.