PUM Features August 2018
Quarterly PeopleSoft New Features Update
Did you know there were 92 new features and functionality delivered in HCM Images 24 through 27? These features especially impact Core HR, Time and Labor and ePay but many modules received enhancements. Forty-two of the 92 enhancements involved the usage of Fluid, clearly demonstrating more and more investment and direction of the product. If you have not embraced Fluid yet, your organization should be at a minimum developing a strategy to adopt it.
There were also 34 new features and functionality delivered in FSCM Image 27 and 28, impacting the Financial and Supply Chain Modules. A major enhancement in Image 27 was associated with Lease Administration and accommodating the new accounting rules coming out in January 2019. Asset Management also had a number of enhancements in these image updates. Nine of the 34 enhancements were associated with Fluid.
Details:
A complete list of the key features delivered, the module, the image delivered and the minimum PeopleTools version can be found in the table below. The list also provides a brief description of the feature.
In addition, MIPRO has written several blogs during the time between the last image updates. The blogs contain good information and content about Fluid overall. Here are a few examples that can be found on our blog:
- Preventative Maintenance Linking Schedule
- Receivable Fluid Operations Content
- Payables Fluid Operations Content
- Mobile Procurement
- Mobile Technician for Maintenance Management
- New Time and Labor Functionality
FSCM: 34 New Features
(Go to HCM Features Table)
| Product(s) | Feature | Version | Minimum PeopleTools Version |
| Asset Management | Enhanced the Depreciation Calculation feature to better accommodate the depreciation of long-lived assets when the calendar year is extended. | 9.2.027 | 8.54 |
| Asset Management | Enhanced the asset profile feature by removing outdated profiles from the list of valid values. This feature allows you to inactivate an asset profile so that an obsolete asset profile cannot be selected when creating new asset records. | 9.2.027 | 8.54 |
| Asset Management | Enhanced the Transaction Loader feature to highlight interface line errors. Interface lines that are in error can be viewed in a new Message field on the Pre-AM Financial page or the Pre-Interface Lines in Error page. This improves the interface line correction process to allow interface lines that are not in error to process normally. | 9.2.028 | 8.54 |
| Asset Management | Enhanced the work order assignment feature to automatically assign an employee ID. You can set up your system to automatically assign by work order source, and by assignment rules for shop schedules or crew leaders. PeopleSoft added the employee ID field on the Preventive Maintenance (PM) schedule to allow precise auto-assignment for PM work orders. | 9.2.028 | 8.54 |
| Asset Management | Enhanced the Technician Workbench feature to record actual labor hours for work order tasks. On the Technician Workbench Actual Hours page, you can enter the total labor hours for individual work order tasks. The Mass Change option on the Technician Workbench page allows you to update the actual hours for the selected work order tasks across many work orders. | 9.2.028 | 8.54 |
| Asset Management | Added comment and attachment functionality to several Asset Management components including; Cost-Adjust Transfer Asset, Asset Disposal, and Transaction Reversal. | 9.2.028 | 8.54 |
| Asset Management | Enhanced the Transaction Loader process (AMIF1000) to isolate interface lines in error. In addition, interface lines not in error are processed normally. This leads to efficient troubleshooting. | 9.2.028 | 8.54 |
| Billing | Enhanced the Consolidated Invoices feature so that you can copy addresses for consolidated headers. You can add multiple copy addresses for the header. | 9.2.027 | 8.54 |
| Billing | Enhanced the calculate taxes feature by allowing you to calculate taxes from the Invoice page, without having to navigate to the summary page. | 9.2.027 | 8.54 |
| Billing | Expanded India Goods and Services Tax (GST) for Billing. This expansion includes a global infrastructure with flexible setup for all possible tax calculations for Interstate and Intrastate taxes. The new structure is utilized to accurately calculate, and record the appropriate tax amounts for the manufacture, sale and consumption of goods and services. This will allow customers to leverage existing processes to record appropriate accounting for the new tax amounts and leverage the global infrastructure for reporting purposes. | 9.2.028 | 8.54 |
| Billing | Added Component Keyword Search functionality for Bills in Billing. You can execute a deeper, more free-form search, to access application data from the Bill Entry, Bill Entry Express, Bill Summary, Bill Summary Inquiry, and Bill Inquiry components | 9.2.028 | 8.54 |
| Cash Management | Enhanced the Cash Management home page to initiate bank/account transfers through Fluid on the go. | 9.2.027 | 8.55 |
| Cash Management | Added the Fluid User Interface for the Treasury WorkCenter, which allows users to review and take actions on Treasury activities using a mobile device. Sections within the WorkCenter include My Work, Links, Queries, and Reports and Processes. | 9.2.028 | 8.54 |
| Contracts | Added Component Keyword Search functionality for customer contracts in Contracts. You can execute a deeper, more free-form search, to access application data from the Contract General component. | 9.2.027 | 8.54 |
| Contracts | Added two new actionable exception reports to My Work on the Contracts Workcenter. You can activate contracts and update invalid bill plans en masse. To enable classic plus branding for these exception reports using the Classic Plus Setup page, please apply bug 27367151. | 9.2.027 | 8.54 |
| Expenses | Enhanced the credit card load feature to allow an organization to load multiple credit card feeds from multiple banks. | 9.2.028 | 8.54 |
| Financial Gateway | Enhanced the Customer Credit Transfer feature to add two payment layouts. These layouts are ISO_CT_05 (pain.001.001.05) and SEPA_CT_CH (pain.001.001.03.ch.02). | 9.2.027 | 8.54 |
| General Ledger | Accounting Tag, a centralized and standardized accounting definition, designed for financial products in Fluid and in Classic Plus. This expands the capability to support single line tag, which replaces SpeedType functionality used by General Ledger. | 9.2.027 | 8.54 |
| General Ledger | Accounting Tag, a centralized and standardized accounting definition, designed for financial products in Fluid and in Classic Plus. This expands the capability to support single line tag, which replaces SpeedType functionality used by General Ledger. | 9.2.027 | 8.54 |
| General Ledger | Accounting Tag, a centralized and standardized accounting definition, designed for financial products in Fluid and in Classic Plus. This expands the capability to support single line tag, which replaces SpeedType functionality used by General Ledger. | 9.2.027 | 8.54 |
| Global Components | Added the appropriate content and format, which supports the filings to the Italian government for supplier and customer invoices. The electronic file listing of issued and received invoices is in XML format in accordance with the specified technical standards. | 9.2.027 | 8.54 |
| Grants | Added Component Keyword Search functionality for award profiles in Grants. You can execute a deeper, more free-form search, to access application data from the Award Profile component. | 9.2.027 | 8.54 |
| Grants | Enhanced the F&A process feature so that the accounting date on new system generated F&A transactions are brought forward from the original source cost transaction. In addition, the effective dated revenue offsets are based on the accounting date from the source cost transaction, rather than the current date. This provides a consistent use of effective dating for the standard F&A process and the retroactive F&A process, using the accounting date on the transaction. | 9.2.028 | 8.54 |
| In-Memory Project Discovery | This product has been deprecated in PeopleSoft Image 27. | 9.2.027 | |
| In-Memory Real Time Bottom Line | This product has been deprecated in PeopleSoft Image 27. | 9.2.027 | |
| Lease Administration | Enhanced data sharing between Asset Management and Lease Accounting so that customers who only license Asset Management benefit from Lease Accounting features that address the core accounting requirements for payable leases (lessee agreements). A new activity guide assists customers through the migration of leases in Asset Management to the Lease Administration data structure, as well as the transition of leases to the new accounting guidance. | 9.2.027 | 8.55 |
| Payables | Enhanced the System for Award Management (SAM) feature to use the SAM Taxpayer Name field from the inbound interface field. The new SAM field contains the Internal Revenue Service (IRS) name that is on file for 1099 reporting. | 9.2.027 | 8.54 |
| Payables | Enhanced the India Prepayment and Advances features. India prepayments are applied regardless of changes and taxes. Advances now include Reverse Charge Applicability criteria and ensures that the Ship From and Ship To validations are met. | 9.2.027 | 8.54 |
| Payables | Enhanced the Supplier-facing Self Service features in eSettlements to use the PeopleSoft Fluid User Interface. Suppliers can perform many transactions to invoices using Fluid such as, creating, viewing, deleting, correcting, and performing dispute resolutions. Suppliers can also upload invoice data, view and respond to messages from the buyer, and review agreement details. | 9.2.028 | 8.55 |
| Payables | Enhanced the eSettlements Payment pages so that bank account-related information is not shown to external Supplier users. | 9.2.028 | 8.54 |
| Receivables | Added the PeopleSoft Fluid approval feature for maintenance refunds. Approvers can review detailed refund information and associated attachments before taking the appropriate action, such as approve, deny, push back, or hold. | 9.2.028 | 8.54 |
| Receivables | Added Component Keyword Search functionality for Items and Payments in Receivables. Users can execute a deeper, more free-form search, to access application data from the Item Maintenance, Payment Entry and All Payments (Payment Inquiry) components. | 9.2.028 | 8.54 |
| Receivables | Added Component Keyword Search functionality for Items and Payments in Receivables. Users can execute a deeper, more free-form search, to access application data from the Item Maintenance, Payment Entry and All Payments (Payment Inquiry) components. | 9.2.028 | 8.54 |
| Global Components | Added the appropriate content and format, which supports the filings to the Italian government for supplier and customer invoices. The electronic file listing of issued and received invoices is in XML format in accordance with the specified technical standards. | 9.2.027 | 8.54 |
| Mobile Inventory | Oracle Application Development Framework (ADF) has been deprecated in Mobile Inventory Management. PeopleSoft Fluid replaces ADF as of March 2018. | 9.2.028 | |
| Mobile Inventory | Enhanced the Par Location Counts feature to add the Source Option and Last Activity details such as last count date and time. Source options include Stock, Stockless, Non-Stock and Not Replenished. | 9.2.028 | 8.54 |
| Purchasing | Enhanced the Purchase Order Acknowledgement feature to leverage the Fluid User Interface, which can be used across multiple form factors. A supplier can view Due-In information on the landing page, and decide which purchase order they need to work on. In addition, they can see the all purchase order information on one page. | 9.2.027 | 8.55 |
| Strategic Sourcing | Enhanced the Bidder Invitation page. This enhancement includes an option to filter search results by Diversity and the ability to search by category. In addition, employees can see the diversity of bidders and suppliers targeted by an event. Event administrators can determine if the event contains the recommended number of diverse bidders and suppliers. | 9.2.028 | 8.54 |
| Supplier Contract Management | Enhanced the search feature to include Supplier ID when searching for Adhoc documents. | 9.2.028 | 8.54 |
| eProcurement | Enhanced Fluid Requisitions to include multiple features. You can enter multiple default values on the Requisition Defaults page, and make changes on the Line Details page. On the Checkout page you can select one, or more, requisitions, and add them to your favorites, delete, or change the requisition information. | 9.2.027 | 8.55 |
HCM: 92 New Features
(Go to FSCM Features Table)
| Product(s) | Feature | Version | Minimum PeopleTools Version |
| Absence Management | Added attachment support in absence requests. This feature uptakes the fluid attachment framework to implement attachments for self-service transactions in Absence Management. | 9.2.026 | 8.54 |
| Absence Management | Added attachment support for Fluid absence cancellations. This feature uptakes the Fluid Attachment Framework to implement attachments for the Cancel Absence transaction. | 9.2.027 | 8.54 |
| Absence Management | Added the ability to call country-specific logic from employee self-service and manager self-service pages of Absence Management. | 9.2.027 | 8.53.02 |
| General HCM Enhancements | Page and Field Configurator is a utility that can be used to configure fields and pages within a component. The utility can be used to modify the field labels, gray the fields, hide the fields, provide default value for fields and add required field edit for fields within the component. The utility also helps to make a page display only or to control the visibility of pages within the component. | 9.2.024 | 8.55 |
| General HCM Enhancements | Setup process to enable the Classic Plus theme for HCM classic components. | 9.2.024 | 8.56 |
| General HCM Enhancements | This project contains changes for Fluid Attachment Framework feature. | 9.2.024 | 8.54 |
| General HCM Enhancements | Added the PeopleSoft Developer Fluid homepage. This project includes CREFs for PeopleSoft Developer Fluid homepage. | 9.2.025 | 8.54 |
| General HCM Enhancements | Enhanced the Activity Guide Composer feature to support the cloning of categories. This update delivers the ability for users to clone an activity guide composer category. | 9.2.025 | 8.55 |
| General HCM Enhancements | Enhanced the Fluid Attachment Framework feature to support links and notes. This project contains changes to support links and notes in the Fluid Attachment Framework feature. It also addresses small form factor (SFF) and accessibility requirements. | 9.2.025 | 8.54 |
| General HCM Enhancements | Added integration between the CRM HelpDesk for the Human Resources application and HCM self-service components. PeopleSoft provides an easy-to-configure integration between the HelpDesk for Human Resources application in CRM and HCM self-service components in fluid, so that HCM users can search for answers or create cases without navigating away from the current HCM transactions they are in. | 9.2.026 | 8.55 |
| General HCM Enhancements | Added a new Acknowledgement Framework feature by which customers can capture the acknowledgement or acceptance of candidates and employees, as they agree to terms and conditions, and attest to the validity of information provided. The Acknowledgement Framework is a new HCM Shared Component framework that gives customers the ability to create configurable acknowledgements and agreements across HCM products. The flexibility of the setup will allow customers to create text boxes, agreement or acknowledgment consents, validation, and automated audit trails. Digital signature is not a part of this enhancement. There is a Red Paper associated with this feature. The document ID for this red paper is 2377140.1. | 9.2.026 | 8.55 |
| General HCM Enhancements | Added an XML validation API for the XML Framework. Added generic XML Validation Framework for the HR XML Framework. | 9.2.026 | 8.53.02 |
| General HCM Enhancements | Enhanced the Activity Guide Composer user interface for adding images for a step and the Activity Guide Type page for auto save. This update enhances the prompt search for the image name on the activity guide category and the template icon on the Display and Processing step of the Activity Guide Composer. | 9.2.026 | 8.55 |
| General HCM Enhancements | Added the implementation of Data Privacy Framework in HCM. HCM adoption of the Data Privacy Framework feature. | 9.2.027 | 8.54 |
| General HCM Enhancements | Enhanced the HR Notification Framework to support email templates. This update provides a new Description field on the Notification page, logging options for email delivery method, and configuration to use PeopleTools’ generic email templates in notifications. | 9.2.027 | 8.53.02 |
| General HCM Enhancements | Added the Data Privacy Framework feature. | 9.2.027 | 8.54 |
| Global Payroll | This update expands the capabilities of the Global Payroll Cobol Trace Tool, including the cobol programs to trace Array Processing. In addition to these, the Result Data Manager program will also be supported for detailed tracing. This UOW contains dat and dms files for inserting 4 additional programs in COBOL tracing tool. | 9.2.024 | 8.53.02 |
| Global Payroll | Added the Self Service Reporting feature for employees to access payroll reports on Fluid homepage. This feature supports the use of the Self Service Reporting feature on Fluid homepage. Prior to the availability of this feature, employees could only access self service reporting through a pagelet on the Classic homepage. As part of this new feature, a fliud tile (Payroll Reports) and associated fluid pages are developed for users to access self-service reports. Along with that users receive alert notifications when reports become available. | 9.2.025 | 8.54 |
| Global Payroll | Added the Global Payroll fluid tile to provide one-stop access to a number of Payroll-related self-service transactions for employees. A software change is made to offer a more expandable solution, and provide all Payroll-related self-service transactions through one navigation collection. For this, a new tile “Global Payroll” is created that encompasses some of the employee self-service transactions, such as Payslips, Banking & Payroll Reports. | 9.2.026 | 8.54 |
| Global Payroll | Added capability to install additional Global Payroll Country Extensions on current implementation. This feature allows customers to install Global Payroll Core or new country extensions (or both) with PeopleSoft Update Manager, which previously was only possible during a brand new (fresh) install or during an upgrade to a new release. | 9.2.026 | 8.53.02 |
| Global Payroll | Enhanced the Element Browser to support remote database compare. | 9.2.026 | 8.54 |
| Global Payroll for Australia | Added the Single Touch Payroll feature in PeopleSoft Global Payroll for Australia to streamline payroll reporting. Single Touch Payroll is an initiative announced by the Federal government. Employers will be required to report electronically payroll and superannuation information to the ATO as and when employees are paid, rather than reporting in separate periods throughout the year and reporting employee payment summaries at the end of the year. In addition, it will also streamline tax file number (TFN) declarations and Super Choice forms by providing a digital channel to simplify the process of hiring new employees. It is also expected that the platform would enable automatic notification to other government departments and agencies when an employee ceases employment. | 9.2.026 | 8.53.02 |
| Global Payroll for Australia | Enhanced self-service payment summary reports to be accessible through Fluid home page. Prior to this enhancement, self-service reports that were enabled using the Self Service Reporting Framework were accessible to employees through a pagelet on the classic home page. This enhancement allows these reports to be available to users through a Fluid tile and home page. | 9.2.027 | 8.54 |
| Global Payroll for Australia | Enhanced payroll event reporting. Single Touch Payroll is an initiative announced by the Federal government. Employers will be required to report electronically payroll and superannuation information to the ATO as and when employees paid, rather than reporting in separate periods throughout the year and reporting employee payment summaries at the end of the year. In addition, it will also streamline tax file number (TFN) declarations and Super Choice forms by providing a digital channel to simplify the process of hiring new employees. It is also expected that the platform would enable automatic notification to other government departments and agencies when an employee ceases employment. | 9.2.027 | 8.53.02 |
| Global Payroll for Brazil | eSocial Events Monitor has been enhanced to display all the error messages for a given eSocial transaction at once on Event Details page. | 9.2.024 | 8.53.02 |
| Global Payroll for Brazil | Added labor reform update (effective November 2017) regarding vacation and union contribution. | 9.2.025 | 8.53.02 |
| Global Payroll for Brazil | Added queries for eSocial reporting and updated web services to support them. Code modified in eSocial web services in order to insert data returned from the government that is related to S-5000 events. | 9.2.026 | 8.53.02 |
| Global Payroll for India | Enhanced the tax projection functionality to consider future-dated termination. The Global Payroll rules for India have been enhanced to consider future-dated termination, while calculating the projected taxable earnings for the financial year. | 9.2.025 | 8.53.02 |
| Global Payroll for India | Enhanced self-service Form 16 reports to be accessible through Fluid home page. This update makes Form 16 reports available for review from Fluid pages. | 9.2.027 | 8.54 |
| Global Payroll for Mexico | Enhanced the CFDI process to match the XML structure that was published by the SAT based on version 3.3. | 9.2.025 | 8.53.02 |
| Global Payroll for Switzerland | Added SWISSDEC 4.0 recertification changes. | 9.2.027 | 8.53.02 |
| Global Payroll for United States | The Payslip report was updated in order to include the Employee Record in the Payslip ID for the Mobile Fluid functionality. | 9.2.024 | 8.53.02 |
| Global Payroll for the United Kingdom | HMRC will be decommissioning the existing Electronic Data Interchange (EDI) channel from April 2018 and will only accept RTI files in XML format starting the new fiscal year. In this update we are addressing the outbound file NVREQ , enabling the payroll administrator to generate the FPS, EPS and EYU files in XML format. Additionally, P6/P9, P9 and NVREP functionalities are enabled to read the files in XML format. Two new incoming files from HMRC have been added to the existing list; they are SL1 and SL2. | 9.2.024 | 8.53.02 |
| Enhanced self-service year-end report to be accessible through Fluid home page. The eP60 Generation process has been modified to enable users to view P60 self-service report from Fluid pages. | 9.2.027 | 8.54 | |
| Human Resources | Delivery of the Guided Self Service Group Update transaction. | 9.2.024 | 8.54 |
| Human Resources | Modifications are done to address the latest legislative revisions in the I-9 Form. | 9.2.024 | 8.53.02 |
| Human Resources | Made a software change to deliver portal content references for the Employee Snapshot configuration navigation collection. | 9.2.024 | 8.55 |
| Human Resources | Modifications done to enable Fluid Approvals for Military Rank Change. | 9.2.024 | 8.54 |
| Human Resources | The objective of the feature (Simplify US Federal PAR process) is to provide a simple to use, intuitive application for Federal HR Administrator to perform various federal personnel actions by enabling guided user experience so as to improve overall efficiency of the users, effectiveness of the application, improve decision making capabilities for the users. Some of the latest capabilities that were leveraged during this feature development are Activity Guide Composer, Page Configuration Utility, Related Content Framework, Approval Workflow Engine, Self Service Scheduler, and Page Composer. | 9.2.024 | 8.55 |
| Human Resources | Added Manager View for the OnBoarding instance status feature. | 9.2.024 | 8.55 |
| Human Resources | Made a software change to update the activity guide template for Employee Snapshot. | 9.2.024 | 8.55 |
| Human Resources | A software modification is made to manage Dotted Line Relations in Fluid Company Directory based on the roles configured. | 9.2.024 | 8.54 |
| Human Resources | Delivery of the Guided Self Service Navigation Collection and Update Job Information tile. | 9.2.024 | 8.55 |
| Human Resources | Enhanced the Fluid Dependent Beneficiary object to support translation into additional languages. Patch 27180942 modifies object dependent/beneficiary nav collection CREF owner ID from HEB to HBN to allow translation into multiple languages. Prior to the modification owner ID HEB provided translation into fewer languages. | 9.2.025 | 8.55 |
| Human Resources | Enhanced the Correct Personnel Action USF and Cancel Personnel Action USF transactions to be used in Fluid and supported in guided process. Through this feature, the Correct Personnel Action USF and Cancel Personnel Action USF transactions are being modernized. The modernization consists of fluidizing the existing pages, providing a guided process to enter the transactions and making the transactions available via related actions on Personnel Actions Summary page (new fluid page for accessing Personnel Actions for a U.S. Federal employee). Additionally, the ‘Route to Next’ approval level functionality is also delivered in Fluid. | 9.2.025 | 8.55 |
| Human Resources | Enhanced the Occupational Safety & Health Administration (OSHA) reporting feature to support the electronic submission of the OSHA annual summary report. A software modification is done to generate OSHA summary report in csv format. | 9.2.025 | 8.53.02 |
| Human Resources | Enhanced the Person ID Delete process to enforce data privacy. This enhancement will allow you to delete employee data from the system with an option to override the ID Delete Control checks and also allow users to configure exclusion record(s) to retain data in specific tables. | 9.2.025 | 8.53.02 |
| Human Resources | Enhanced the Guided Personnel Action Request (PAR) functionality to support the correction and cancelation of PAR requests. This feature encapsulates following capabilities added to the Guided Personnel Action Request functionality: 1. Optionally enable approvals for correction and cancelation. 2. Fluid approvals to act on a correction or cancelation request, if AWE is enabled. 3. Ability to view exception errors or warnings, which might arise upon completing the core data updates, within the Guided PAR transaction. 4. Minor enhancements to the Guided PAR user interface. | 9.2.026 | 8.55 |
| Human Resources | Added the Person ID Inclusion page to augment the Person ID Change and Person ID Delete processes. The Person ID Delete/Change process is enhanced with a configurable option to process records where Employee ID is not stored in EMPLID Like fields. | 9.2.026 | 8.53.02 |
| Human Resources | Enhanced support on personal and sensitive data masking. Enhancement to support the masking of National ID, Birthdate, and Bank Account Number. | 9.2.026 | 8.53.02 |
| Human Resources | Added Onboarding document group configuration. Created new Document Groups configuration that provides for the segregation of documents into multiple OnBoarding activity guide download steps. | 9.2.026 | 8.55 |
| Human Resources | Added the Employee Snapshot fluid tile on the Talent Administrator home page. Made a software change to provide a tile on the Talent Administrator home page for the Employee Snapshot Admin View feature. | 9.2.026 | 8.55 |
| Human Resources | Enhanced the Company Directory to provide quick access to the organizational chart for an employee. Program changed to allow direct access to the Fluid Company Directory Org Chart from the Company Directory Home, Search and Profile. | 9.2.026 | 8.54 |
| Human Resources | Added links on Employee Snapshot tiles to provide access to the Fluid JPM Talent Profile page. This update adds inks to the new Fluid JPM Team Talent Profile page from Employee Snapshot tiles and modals that display JPM information. | 9.2.027 | 8.55 |
| Human Resources | Enhanced Company Directory to provide options to export and print org chart, as well as display or hide peers from the org chart view. | 9.2.027 | 8.54 |
| Human Resources | Added attachment support for Team Talent Profile and Talent Profile transactions. New and modified page, stylesheet, and PeopleCode objects are delivered to support the new Profile Management Attachments feature for Fluid Talent Profile and Team Talent Profile transactions. | 9.2.027 | 8.54 |
| Human Resources | Added attachment support for person address changes. This update supports the upload and deletion of attachments for person address changes made through the Personal Details tile. | 9.2.027 | 8.54 |
| Human Resources | Enhanced the ERN Delete process to allow administrators to bypass the Delete Control check. | 9.2.027 | 8.53.02 |
| Payroll for North America | Modified Form 1042-S processing for tax year 2017. Added new and changed requirements for 2017’s Form 1042-S reporting based on Form 1042-S and its instructions: – Unique form identifier: Beginning with tax year 2017, withholding agents are required to assign a unique identifying number to each Form 1042-S they file. This identifying number is used, for example, to identify which information return is being corrected or amended when multiple information returns are filed by a withholding agent with respect to the same recipient. The unique identifying number cannot be the recipient’s U.S. or foreign Taxpayer Identification Number. The unique identifying number must be numeric. The length of a given identifying number must be exactly 10 digits. The identifying number must be unique to each original Form 1042-S filed for the current year. The identifying number can be used on a new original form in a subsequent year. – Amended forms: Beginning with tax year 2017, withholding agents filing an amended form must indicate the amendment number (see top of form below title, to unique form identifier as the original form that is being amended. Each time that you amend the same form (as determined by the unique form identifier), you must provide the amendment number in the box provided for each subsequent amendment). | 9.2.025 | 8.53.02 |
| Payroll for North America | Updated search pages to display paychecks with most recent pay end date first in search results. Patch 27948114 modifies the Record Field Properties for Pay End Date and makes it the Descending Key in search records used in Review Paycheck, Review Payroll Distribution, Review Actuals Distribution, Review Actuals Distribution Summary and Review Paycheck Summary components in USA and USF Payroll. As a result, the paycheck with the latest Pay End Date is displayed at the top of the search results within specified search criteria when a specific pay end date is not part of the search. Prior to the modifications, the Pay End Date in search records for above listed components was defined as the Ascending Key. As a result, the paycheck with the earliest Pay End Date was displayed at the top of search results within specified search criteria when a specific pay end date was not part of the search. | 9.2.027 | 8.53.02 |
| Talent Acquisition Manager | Applicant data is held to a high level of confidentiality by organizations. This enhancement will allow you to configure security access so that users must be associated to the job opening in order to see the job opening and the associated applicants data for that job opening. This will allow you to limit the applicant information viewed based on job openings. The Recruiting Administrator will continue to have access to all job openings and applicant data. | 9.2.024 | 8.53.02 |
| Talent Acquisition Manager | Added the Applicant ID Delete process to remove applicant data from the system when necessary. This enhancement will allow you to delete applicant data from the system, either at request from former applicants, when they have legitimate reasons to be forgotten, and when the data no longer serves its purpose. Configurability to exclude certain records will be included. | 9.2.025 | 8.53.02 |
| Talent Acquisition Manager | Added a new Fluid Recruiting Homepage for Recruiters, Recruiting Managers and Recruiting Administrators. This enhancements modernizes the current classic Recruiting Home, providing hiring managers and recruiters with an updated area to complete their recruiting tasks. Because hiring managers and recruiters work differently, the pages are built for each role independently based on their unique tasks and needs. | 9.2.026 | 8.55 |
| Time and Labor | The Overtime Fluid Approvals feature project contains the Page Composer setup, records and code changes related to the feature. | 9.2.024 | 8.54 |
| Time and Labor | The Bulk Auto Enrollment feature allows the user to run the Auto Enrollment process in bulk mode. | 9.2.024 | 8.54 |
| Time and Labor | Enhanced the Payable Time approval process to use the PeopleSoft Fluid approval process. This project contains Page Composer setup-ADS, new records, application package PeopleCode and data mover scripts. | 9.2.025 | 8.54 |
| Time and Labor | Added the Fluid Timesheet feature to allow employees to enter time, view time summary, and view time exceptions on Fluid homepage. | 9.2.025 | 8.55 |
| Time and Labor | Added the Schedule Change Limit feature to provide a configurable option to restrict managers from making schedule changes beyond the configured value (in days). | 9.2.026 | 8.53.02 |
| Time and Labor | Enhanced Time and Labor WorkCenter pages to display in Classic Plus theme. Software change is made to enable Classic Plus theme for the reported pages. Adjustments to page layout to support Classic Plus branding. | 9.2.026 | 8.56 |
| Time and Labor | Added the Quick Fill feature to reduce repetitive entries of time information by time reporters. The Quick Fill feature provides an option for time reporters to utilize a pre-defined preference or the Quick Fill option. This option quickens the time entry process without compromising functionality. | 9.2.026 | 8.54 |
| Time and Labor | Enabled Fluid Approvals for Time and Labor Reported Time. This update includes Page Composer setup and Mobile Approvals options setup required for the new functionality. | 9.2.027 | 8.54 |
| Time and Labor | Enhanced the Fluid Punch Timesheet functionality. This project contains changes for Fluid Punch Timesheet functionality. | 9.2.027 | 8.55 |
| Time and Labor | Added a link in the navigation collection of the Time tile to review weekly time summary. | 9.2.027 | 8.54 |
| Time and Labor | Enhanced usability features for the Time and Labor Fluid Timesheet component. | 9.2.027 | 8.54 |
| eBenefits | This patch modifies code to deliver the Nav Collection link for the new fluid Dependent Beneficiary component. Prior to this modification the Nav Collection link did not exist. | 9.2.024 | 8.55 |
| eBenefits | Added Fluid Approvals capability for life event document uploads in eBenefits. | 9.2.026 | 8.54 |
| eCompensation | Enhanced the Fluid Total Rewards feature to support print capability. | 9.2.025 | 8.54 |
| eCompensation Manager Desktop | Enhanced the Allocate Compensation approval process to use the PeopleSoft Fluid approval process. Software was modified to enable Fluid Approval for the Allocate Compensation (ApproveCompensationProposals) transaction. Minimum PeopleTools versions: PeopleTools 8.54.27 and higher OR PeopleTools 8.55.10 and higher | 9.2.025 | 8.54 |
| eCompensation Manager Desktop | Enhanced breadcrumbs to display meaningful descriptions. Replaced the current breadcrumbs (based on ID) to show the appropriate descriptions or names when users manage compensation cycles or allocate compensation for employees. | 9.2.026 | 8.53.02 |
| eCompensation Manager Desktop | Added capability to process compensation proposal approvals using HTML Email Approval. This functionality provides approvers the ability to process compensation proposal approvals directly from emails using the HTML Email Approval feature. | 9.2.026 | 8.53.02 |
| eDevelopment | Enhanced the Fluid Talent Profile feature to support the display of related items. Modified components, pages, and PeopleCode to include the support of related items in Talent Profile. | 9.2.025 | 8.54 |
| eDevelopment | Enhanced the Person Profile and Non-Person Profile approval processes to use the PeopleSoft Fluid approval process. Software was modified to enable Fluid Approval for the Person Profile (JPMPersonProfile) and Non-Person Profile (JPMNonpersonProfile) transactions. Minimum PeopleTools versions: PeopleTools 8.54.27 and higher OR PeopleTools 8.55.10 and higher | 9.2.025 | 8.54 |
| eDevelopment | Delivered the Team Talent Profile feature for the PeopleSoft Fluid User Interface. This features adds the Team Talent Profile fluid tile, providing managers access to their workers’ profiles from a fluid home page. | 9.2.026 | 8.54 |
| ePay | Enhanced the W4 Tax Withholding Form approval process to use the PeopleSoft Fluid approval process. | 9.2.025 | 8.55 |
| ePay | Added the fluid Direct Deposit feature in Payroll for North America. Employees can access the new fluid Direct Deposit page from the Payroll tile to add, edit, remove and reorder their direct deposit accounts. | 9.2.026 | 8.55 |
| ePay | Added the ability to submit RL-1/RL-2 Consent and view RL-1/RL-2 slips from the Payroll tile of Fluid Employee Self-Service. | 9.2.027 | 8.55 |
| ePay | Added links in the navigation collection of the Payroll tile to access the classic version of Paycheck Modeler, Voluntary Deduction and Third Party Review Paycheck self-service transactions. | 9.2.027 | 8.55 |
| ePay | Added the ability to submit T4/T4A Consent and view T4/T4A slips from the Payroll tile of Fluid Employee Self-Service. | 9.2.027 | 8.55 |
| ePerformance | Added the ePerformance Notifications feature. This functionality sends email notifications to managers, employees, and peer reviewers to remind them about the due dates of their evaluation documents. | 9.2.027 | 8.53.02 |
| ePerformance | Added a tile for the ePerformance Notifications feature on the fluid home page for talent administrators. The Performance Notifications tile provides administrators one-stop access to pages to set up the feature. | 9.2.027 | 8.54.20 |
| eProfile Manager Desktop | Added attachment support for the Name Change transaction. Modifications are done to deliver the fluid attachments setup for the Name Change transaction. | 9.2.026 | 8.54 |
| eProfile Manager Desktop | Enhanced fluid pages of the My Team tile to enforce user security and control view access. This enhancement updates the structure of the My Team tile and pages so that PeopleTools User Security can be used to allow some users to see all views of the employee information (Compensation, Performance, Summary and Leave Balance views) and block some views to others who have access to the application. | 9.2.026 | 8.54 |
