Fluid User Experience for PeopleSoft HCM Functional Discussion

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1 Fluid User Experience for PeopleSoft HCM Functional Discussion Robbin Velayedam Director, Product Strategy - PeopleSoft HCM Applications Session Wednesday, July 19 9:15 10:45am London Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Fluid Technical Discussion Copyright 2015, Oracle and/or its affiliates.

3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 3

How many of you are in the process of deploying Fluid?

4 Survey How many of you are Technical? Functional/Business? Both? How many of you have already deployed Fluid in your organization? How many of you are in the process of deploying Fluid? How many of you are thinking about deploying to Fluid? Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 4

PeopleSoft Fluid An Intuitive, Simplified User

PeopleSoft on Any Device with a Browser New

Tablet/Phone Experience Optimized Across Multiple

Personalization Single Solution Across PeopleSoft Why

Simple and Intuitive for Your Users Lower Training Costs

Across Platforms and Applications Uses Existing

6 PeopleSoft Fluid An Intuitive, Simplified User Experience on Any Device What Is It? PeopleSoft on Any Device with a Browser New Desktop/Laptop Experience Responsive Design for Native Tablet/Phone Experience Optimized Across Multiple Devices HTML5/CSS3 PeopleSoft Pages End User Personalization Single Solution Across PeopleSoft Why You Should Care? Simple and Intuitive for Your Users Lower Training Costs Easy to Provision and Deploy Seamless User Experience Across Platforms and Applications Uses Existing PeopleSoft Tool Set Meet User and Leadership Expectations Majority of New Features Delivered using Fluid Copyright 2015, Oracle and/or its affiliates. All rights reserved. 6

MW Fluid Navigation Basics Banner Navigation Bar Actions List Notifications Keyword Search Home Homepages Tiles Responsive Design Returns Home from any Page Keyword Search Notifications Actions

7 MW Fluid Navigation Basics Banner Navigation Bar Actions List Notifications Keyword Search Home Homepages Tiles Responsive Design Returns Home from any Page Keyword Search Notifications Actions Alerts Approvals Worklist NavBar Recent Places My Favorites Shortcuts Navigator Actions List Personalization Preferences Sign Out Copyright 2015, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 7

Fluid versus Classic Pop Quiz Non-Fluid (a.k.a., Classic) pages can no longer be used with PeopleTools 8.56 You can still use all Classic pages on 8.54, 8.55, 8.

will render on a Smartphone True They render on a mobile device but do not adjust for different form factors They are not responsive design All new features delivered

9 Fluid versus Classic Pop Quiz Non-Fluid (a.k.a., Classic) pages can no longer be used with PeopleTools 8.56 You can still use all Classic pages on 8.54, 8.55, 8.56 Old School Dropdown Menu Navigation is gone There is a NavBar Navigator which is a light weight menu We encourage you to use other navigation paradigms Classic pages will render on a Smartphone True They render on a mobile device but do not adjust for different form factors They are not responsive design All new features delivered by Oracle will only be in Fluid Classic pages that have Fluid counterparts will always be supported by Oracle Copyright 2015, Oracle and/or its affiliates. All rights reserved. 9

10 Fluid Framework Functionality You Can Use Fluid Activity Guide Composer Fluid Approvals Page Composer Fluid Simplified Analytics Copyright 2015, Oracle and/or its affiliates. All rights reserved. 10

Opportunities with Fluid Activity Guides Used for most delivered multi-step features in HCM, ELM, CRM Many opportunities for you to leverage for simplifying Self Service or Administrative HR

11 Opportunities with Fluid Activity Guides Used for most delivered multi-step features in HCM, ELM, CRM Many opportunities for you to leverage for simplifying Self Service or Administrative HR processes Use it for HR processes that are inherently complex by having many steps, require visibility or approvals, or have many touch points Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 11

12 What are Activity Guides? WorkCenter Header Area: Navigational Buttons Pagelet Area: Action Items & Tasks Transactional Area: PeopleSoft Page, External Website, PS/Query, Pivot Grids 3 Distinct Areas Header Area Pagelet Area Transactional Area Copyright 2015, Oracle and/or its affiliates. All rights reserved.

13 Activity Guides in PeopleSoft Examples Delivered in the Application Life Events (Image 1) Guided Self Service for Managers (Image 9) Candidate Gateway (Image 17) File Integration (Image 19) Search Administration (PT 8.55) Onboarding (Image 23) Copyright 2015, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Restricted

15 Fluid Approvals Page Composer Configure your own responsive design approval form without the need for customization Use drag-and-drop to change labels, add or remove fields, and change the order of fields Ability to configure user experiences for different form factors (smartphone, tablet, desktop) Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 15

16 Fluid Approvals Page Composer PeopleSoft s go-forward architecture for Approvals Does not require individually built pages for each approval transaction Majority of old approval transactions have been migrated to this architecture through HCM Image 23 Remaining approval transactions are expected to be migrated to this architecture within the next 6-12 months (safe harbor applies) Fluid Approvals Page Composer can only be used to build Fluid Approvals Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 16

17 HCM Fluid Approvals using Page Composer /2017 Roadmap HCM 20 (29TXNs) HCM 20 (29 TXNs) Cont. Remaining Absence Cancellation Absence Request GSS Ad Hoc Salary Change GSS Change Full/Part Time Status GSS Demote Employee GSS Location Change GSS Promote GSS Reporting Change GSS Retire GSS Terminate GSS Transfer Add Team Members Maintain Team Members Enterprise Comp Form Approval Enterprise Comp Delegations Job Offer Job Opening Address Change Marital Status Change Name Change Performance Document Reporting Change Ad Hoc Salary Change Retire Full/Part Time Status Terminate Location Change Transfer Promote ELM Activity Enrollment Program Enrollment Registration Supplemental Learning Enrollment HCM GSS Request Leave of Absence GSS Request paid Leave of Absence HCM GSS Request Employee FTE/Standard Hours Update GSS Request New (Clone) Position Leave Donation (targeting #23) HR Add Dotted Line (targeting #23) T&L Overtime Absence Donation Absence Extended T&L Reported Time T&L Payable Time Compensation Proposal Approval Federal Simplify Federal Process New PAR ebenefits Document Filing Payroll W-4 Submitted by EEs GP Payroll Approval Prcs JPM Person Profile JPM Non-Person Profile HR Military Rank Change HR GSS Position Update HR GSS MCOP Comp Pay HR GSS Suspension HR GSS Additional Pay GP Fluid Self Service OVT Copyright 2015, Oracle and/or its affiliates. All rights reserved.

20 Fluid Simplified Analytics Setup Fluid Simplified Analytics (available in a Fluid component) Related Content Service (specific for analytics and is used to associate the Pivot Grid to component) Pivot Grid Wizard Infrastructure as a Service PSQuery (Using PeopleSoft Data) Requires only configuration No customization of any components or objects Personalization preserved for each user You can associate one or more pivot grid templates to a component Copyright 2015, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 20

22 Navigate to Reporting Tools, Pivot Grid, Pivot Grid Wizard and select the Pivot Grid. Note that the Data Source Type is a PS Query an the Query Name is listed. Copyright 2015, Oracle and/or its affiliates. All rights reserved. 22

24 Navigate to PeopleTools, Portal, Related Content Service, Manage Related Content and search for Company Directory Org Chart. Click Edit Copyright 2015, Oracle and/or its affiliates. All rights reserved. 24

31 What are Customers Saying about Fluid? It s easy to use, colorful, and modern Fluid saved PeopleSoft - LOL!! Where s my Drop Down Menu?? OMG!! We will have to change all of our User Documentation It s the best thing since sliced bread, I have to deploy Fluid - OOTD!! Copyright 2015, Oracle and/or its affiliates. All rights reserved. Restricted to event use only. 31

PeopleSoft HCM Customers Deploying Fluid as of June 2016 Copyright 2015, Oracle and/or its

Charles Schouman Senior Systems Analyst, Information Technology Copyright 2015, Oracle and/or

37 About Us SpartanNash is a value-added wholesale grocery distributor and retailer Supply more than 2100 independent and 150 corporate grocery retail locations in the US Serve military community through our MDV division Based in Grand Rapids, MI with corporate offices in Minneapolis, MN and Norfolk, VA 16,000 associates Copyright 2015, Oracle and/or its affiliates. All rights reserved.

38 Our Upgrade HCM 9.1 to 9.2 PUM 16 PeopleTools 8.51 to 8.55 Database conversion from Informix to Oracle Modules include HR, Benefits Administration, NA Payroll, Absence Management, Candidate Gateway, eprofile, ebenefits, epay, eperformance, edevelopment, ecompensation Manager Copyright 2015, Oracle and/or its affiliates. All rights reserved.

39 Our Upgrade Aggressive schedule our normal project duration plus a database change Upgrade was a bigger incremental jump for us Upgrade cadence normally faster (every 2 years) Other projects took priority Database changes are a lot of work PUM 16 released near our project kickoff Upgrade source Included PeopleTools 8.55 Fluid on by default Copyright 2015, Oracle and/or its affiliates. All rights reserved.

40 Why Fluid? Collaborate 2015 / 2016 Oracle is all in with Fluid Fluid is the future Embrace or linger Better user experience for associates (self-service) Desire for mobile-friendly application Desire to be a current as possible at Go-Live Future project to implement Fluid uncertain Copyright 2015, Oracle and/or its affiliates. All rights reserved.

41 Our Fluid Focus on Self-Service Navigation More intuitive than menus Mobile friendly Limited training We did not convert custom pages to Fluid pages Aggressive upgrade schedule Not all pages are fluid and that s OK Home page tiles can go to classic pages Future development will likely be Fluid Copyright 2015, Oracle and/or its affiliates. All rights reserved.

42 Our Fluid Navigation collections Quickly group related pages together No coding online configuration Can include both Fluid and Classic pages We brought the menu back, primarily for corporate users Reduce the amount of change introduced during the upgrade Can see a time when it will not be necessary Dashboards and work centers, Search SpartanNash Fluid version 1.0 Get user feedback on what works well and what doesn t Convert custom classic pages to Fluid page Oracle continues to deliver new Fluid objects Copyright 2015, Oracle and/or its affiliates. All rights reserved.

Communication & Training Customer Example 9/26 - Teaser announcement on intranet media box 9/28 - Email to management with reference guide 10/3 - Email to

43 Communication & Training Customer Example 9/26 - Teaser announcement on intranet media box 9/28 - to management with reference guide 10/3 - to all associates with reference guide & video tutorial 10/10 - Go-live on intranet media box Copyright 2015, Oracle and/or its affiliates. All rights reserved.

56 Use Fluid as the primary interaction model Incrementally add Fluid pages based on business

46 MW Implement PeopleSoft Fluid Impact on You and Your Call to Action Get to PeopleTools 8.55 or 8.56 Use Fluid as the primary interaction model Incrementally add Fluid pages based on business need Build your own Fluid pages only if necessary Review what is available out of the box Copyright 2015, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 47

47 Getting Started with Fluid Functional/Business Side Understand Key Concepts of Fluid Fluid is the new User Interface for PeopleSoft Applications not just mobile Learn how Homepages, Workcenters, Activity Guides and Analytics help users Design Navigation to make users more Productive Emphasize Personalization options for your end users Stay up-to-date on Fluid Plans Become familiar with Planned Features and Enhancements Page Use the Cumulative Feature Overview Tool Use the PUM Homepage on MOS to stay informed about the products you care about Copyright 2015, Oracle and/or its affiliates. All rights reserved.

MW How to Know what Fluid Capabilities are Available?

49 Getting Started with Fluid Technical Side Start using Fluid with PeopleTools 8.55 Understand that Fluid and Classic are designed to Co-exist Use Selective Adoption to take advantage of new features Become familiar with Planned Features and Enhancements Page Use the Cumulative Feature Overview Tool Use the PUM Homepage on MOS to stay informed about the products you care about Plan to deploy to Smartphones and Mobile Devices Train your Technical Staff Become familiar with CSS3, HTML5, and JavaScript. Amount of training required depends on complexity of customization How to Administer Fluid Copyright 2015, Oracle and/or its affiliates. All rights reserved.

50 Start Here to Learn about PeopleSoft Fluid The PeopleSoft Spotlight Series is a video-based learning resource. Be sure to watch these episodes: Developing a Fluid Strategy Developing Fluid Applications Deploying Fluid Applications To get started, go to the PeopleSoft Information Portal click the training tab to access the link to the Spotlight Series. Or go to Copyright 2015, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 51

and Update Manager PeopleTools I PeopleTools II PeopleTools I/PeopleTools II Accelerated PeopleSoft Spotlight Series Videos Creating a Secure

51 Education Resources for PeopleTools 8.55 Oracle University Courses PeopleSoft Fluid User Interface PeopleSoft Query Reporting Tools PeopleSoft Update Manager Lifecycle Management and Update Manager PeopleTools I PeopleTools II PeopleTools I/PeopleTools II Accelerated PeopleSoft Spotlight Series Videos Creating a Secure Enterprise Regression Testing Strategy Using PeopleSoft Test Framework Branding Fluid Applications Elastic Search Cloud Manager Copyright 2015, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Internal/Restricted/Highly Restricted 52

Fluid Resources on My Oracle Support Doc ID 2063602.

52 Fluid Resources on My Oracle Support Doc ID Standards for how users navigate Fluid Style guide for developers customizing pages Doc ID Doc ID How to convert your classic pages to Fluid Copyright 2015, Oracle and/or its affiliates. All rights reserved.

54 Classic Plus - Seamless PeopleSoft Experience Unified Look and Feel Different Technology from Fluid Not Responsive Copyright 2015, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 55

and/or its affiliates. All rights reserved.

57 Classic Plus Technology enabled in Tools 8.56 Applications will be delivered to you with Classic Plus turned on by default for nearly all Classic pages Your custom application pages may require realignment to render properly in Classic Plus You can turn off Classic Plus at the database or component level We will still continue to deliver Fluid navigation (Home Pages, Nav Collections, transactions, etc) for all key roles Copyright 2015, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 58

Q2. What versions of PeopleTools has Fluid UI? A. Fluid is available starting from PT 8.54

Q2. What versions of PeopleTools has Fluid UI? A. Fluid is available starting from PT 8.54 FLUID UI FAQs Q1. What is Fluid UI? A. Fluid User Interface is designed as a significant improvement over the PeopleSoft classic user interface, which aims to provide customers with an enhanced and intuitive