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PeopleSoft WorkCenters Meeting user demand for simple, intuitive business applications. October 02, 2014. Agenda. Introductions. Introductions. Stephen Gier Senior Consultant with Emtec Inc. Working with PeopleSoft HCM since version 5.1

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peoplesoft workcenters meeting user demand for simple intuitive business applications

PeopleSoft WorkCenters Meeting user demand for simple, intuitive business applications

October 02, 2014

introductions
Introductions
  • Stephen Gier
    • Senior Consultant with Emtec Inc.
    • Working with PeopleSoft HCM since version 5.1
    • PeopleSoft Enterprise 9 Human Capital Management Human Resources Consultant Certified Expert
introductions1
Introductions

Emtec…‘ Big enough to do the work, small enough to care’

100+ PeopleSoft Upgrades

Oracle Specialized

Financials HCM

PeopleTools

10+ Average Years of Functional Experience

  • EMTEC
  • Serving clients for nearly 50 years
  • 12 locations, including 6 development centers
  • Over 500 full-time professionals
  • Voted One of the Top 100 Places to Work by Crain’s Chicago in 2012
  • Emtec has completed more than 1,100 ERP, CRM & EPM engagements, including:
    • 400+ Oracle clients with more than 700 engagements
    • 200+ PeopleSoft clients and over 300 engagements

75+

PeopleSoft-focused Resources

90%+

PeopleSoft Certified

In-House

Infrastructure Team

PeopleSoft

LAB

In Chicago

Offshore

Center of Excellence

Platinum Partner

differences between workcenters dashboards and interaction hub
Differences between WorkCenters, Dashboards, and Interaction Hub
  • Purpose
    • Interaction Hub aggregates content from multiple applications
    • WorkCenters\Dashboards are for specific user roles within an application
      • Dashboards can display pivot grids (good for high level view for managers
      • WorkCenters consolidate tasks to one page
  • Licensing
    • WorkCenters and Dashboards are a part of PeopleTools
    • Interaction Hub (previously PS Application Portal) is a separate product
business processes and testing
Business Processes and Testing
  • To design a WorkCenter the following must be clearly understood:
    • True business process requirements
    • Exception processes
    • Reporting requirements
    • Up and down stream requirements/impacts
    • Security requirements
  • Testing must include positive and negative scenarios as well as exception processing
overall benefits
Overall Benefits
  • One location
    • Consolidated delivery of actionable info
    • Less navigation, fewer open windows
  • Interruption mitigation
    • All PeopleSoft work saved on one page
    • Less work lost upon interruption of a task
    • Increased efficiency in switching tasks
      • Within and outside of PeopleSoft
  • Complete picture view
    • View transactions throughout entire process
what roles benefit from a workcenter
What Roles Benefit from a WorkCenter?
  • PeopleSoft to deliver the following HCM WorkCenters:
    • Time and Labor WorkCenter
    • ePerformance WorkCenter
  • Roles that manage data and transactions
    • Exception processing
    • Focus on daily tasks
  • Roles that require multiple windows open
workcenter personalization
WorkCenter Personalization
  • Users can personalize their workcenters
  • Personalizations include:
    • Setting pagelets to be minimized or open when entering the workcenter
    • Setting the display order
    • Ability to reset to PeopleSoft defaults
lessons learned
Lessons Learned
  • Planning is vital
  • Focus on core business processes
  • User personalizations increase value