This Information document presents the changes and introduces you to the new look and feel of navigation in 9.2 PeopleSoft

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1 9.2 PEOPLESOFT 9.2 ADMINISTRATOR THIS INFORMATION DOCUMENT IS USEFUL FOR: Employee Manager Administrator 9.2 PEOPLESOFT NAVIGATION: The look and feel of PeopleSoft has changed with the 9.2 Upgrade. The biggest change is how you navigate in PeopleSoft and Time and Leave. You will notice that the Pagelet menu structure (Classic Menu structure) has been replaced with a Tile Menu structure (Fluid Navigation) and a right hand navigation tool. This Information document presents the changes and introduces you to the new look and feel of navigation in 9.2 PeopleSoft 9.2 ADMINISTRATOR If you have a data entry role for HR, Payroll or Benefits Administration then you will have access to the Administrator Homepage. The following section provides a comparison of PeopleSoft 9.1 and the new PeopleSoft 9.2 for those with a data entry role. S E P T E M B E R of 2

2 Administrator Homepage Administrator Homepage Main Menu NEW! Depending on your role, your default Homepage may be Employee Self Service or Manager Self Service. Click the Homepage drop down to access your Administrator Homepage. The Main Menu and Favorites are used to navigate to the different areas in PeopleSoft. Click the Main Menu drop down to access the different areas of PeopleSoft (Classic Navigation). The Administrator Homepage is a new feature in 9.2 that displays tiles for those who have one or more data-entry type role(s) in PeopleSoft. Depending on your role and security access, you may see one or more of the following tiles: HR Administration Payroll Administration Benefits Administration Menu items displayed are dependent on your role and security access. Click on the menu items to access additional subfolders and/or page links. Click on each tile to view the Navigation Collection Page with links to the most frequently used areas for each role. S E P T E M B E R of 18

3 HR Administration HR Administration HR Administration NEW! This tile displays a Navigation Collection Page that contains links to the areas within PeopleSoft that are the most frequently used by an HR Administrator. The menu items that you see on the Navigation Collection Page are dependent on your role and security. The Main Menu and Favorites are used to navigate to the different areas in PeopleSoft. Click the Main Menu drop down to access the different areas of PeopleSoft (Classic Navigation). The Job Data search page will be displayed by default. Click to close or open the Navigation Collection Page. Use the scroll bar to view and access other HR related menu items. Click the drop down arrow Navigation Collection Page. to open the subfolders in the Menu items displayed are dependent on your role and security access. Click on the menu items to access additional subfolders and/or page links. Click to return to your Administrator Homepage. S E P T E M B E R of 18

4 Keyword Search Keyword Search NEW! A Keyword Search tab is visible on the Job Data search page but it is not enabled for use. This feature did not exist in Job Data Notepad Job Data Notepad NEW! Delete Note in Job Data Notepad Those who can add notes to the Job Data Notepad can not only edit the note they have created but they can now also delete a note that they have created. Go to Job Data and select the Notepad icon. Those who can add notes in the Job data Notepad, can only edit a note that they have created but they cannot delete it. Select the note you created and click the Delete button. Note: The Transfer option is for TSS only and will be greyed out. S E P T E M B E R of 18

5 Click OK to confirm Licenses and Certifications Licenses and Certifications NEW! You can quickly access Licenses and Certifications from the Navigation Collection Page by selecting Workforce Development then Person Profiles. Go to Main Menu>Enterprise Learning>Result Tracking>Manage Person Profiles>Person Profiles or Main Menu>Workforce Development> Profile Management>Profiles>Person Profiles Search for the employee and select the Qualifications tab. Search for the employee and select the Qualifications tab. The Person Profiles page is no longer accessible from Enterprise Learning (now called Administer Training). S E P T E M B E R of 18

6 Position Title Change NEW! There is a new TTL (Title Change) Reason Code for position title changes and Force Update for Title Changes option to automatically update the incumbent. To update a position title, an HR Coordinator can now add an effective dated row in Position Data using the new Reason Code TTL (Title change) and then update the position title. Position Title Change To update a position title, an HR Coordinator would add an effective dated row in Position Data using the Reason Code UPD which does not automatically updated the incumbent s job information (even if Update Incumbents is checked). Navigate to the Specific Information tab and select Update Incumbents and Force Update for Title Change. The HR Coordinator would then have to navigate to Job Data and manually insert another effective dated row to update the incumbent s job information. Click Save. An effective dated row is automatically inserted into the incumbent s Job Data to update the position title. S E P T E M B E R of 18

7 Note: The job row will not be automatically inserted if it s historical or if Position Data Override is on. Enter manually. Payroll Administration Payroll Administration Payroll Administration NEW! This tile displays a Navigation Collection Page that contains links to the areas within PeopleSoft that are the most frequently used by a Payroll Administrator. The menu items that you see on the Navigation Collection Page are dependent on your role and security. This feature did not exist in 9.1. The Main Menu and Favorites are used to navigate to the different areas in PeopleSoft. Click the Main Menu drop down to access the different areas of PeopleSoft (Classic Navigation). S E P T E M B E R of 18

8 Click to close or open the Navigation Collection Page. Use the scroll bar to view and access other Payroll related menu items. Click the drop down arrow Navigation Collection Page. to open the subfolders in the Click to return to your Administrator Homepage Keyword Search Keyword Search Menu items displayed are dependent on your role and security access. Click on the menu items to access additional subfolders and/or page links. NEW! A Keyword Search tab is visible on the Create Additional Pay and Create General Deduction search pages but it is not enabled for use. This feature did not exist in 9.1. S E P T E M B E R of 18

9 Benefits Administration Benefits Administration Benefits Administration NEW! This tile displays a Navigation Collection Page that contains links to the areas within PeopleSoft that are the most frequently used by a Benefits Administrator The menu items that you see on the Navigation Collection Page are dependent on your role and security. The Benefits Summary will be displayed by default. This feature did not exist in 9.1. The Main Menu and Favorites are used to navigate to the different areas in PeopleSoft. Click the Main Menu drop down to access the different areas of PeopleSoft (Classic Navigation). Click to close or open the Navigation Collection Page. Use the scroll bar to view and access other Benefits related menu items. Click the drop down arrow Navigation Collection Page. to open the subfolders in the Menu items displayed are dependent on your role and security access. Click on the menu items to access additional subfolders and/or page links. Click to return to your Administrator Homepage. S E P T E M B E R of 18

10 Keyword Search Keyword Search NEW! A Keyword Search tab is visible on the Health Benefits search page but it is not enabled for use. This feature did not exist in 9.1. Self Service Manager Self Service Manager Self Service NEW! If you have Manager Self Service access, click the Homepage dropdown to access your Manager Self Service Homepage. Pagelet Menu Structure (Classic Navigation) The new Manager Self Service Homepage is displayed with tiles that allow easy access to the most frequently used areas within Manager Self Service (Fluid Navigation). S E P T E M B E R of 18

11 Tiles may include: Manager Dashboard if you have employees that directly report to you in PeopleSoft. Time/Leave Approval WorkCentre if you manage time and leave entries for other employees in Time and Leave. For more information on the new look and feel in Manager Self Service please see the 9.2 Manager Self Service document. Employee Self Service NEW! Click the Homepage drop down to access your Employee Self Service Homepage. Employee Self Service Pagelet Menu Structure (Classic Navigation) The new Employee Self Service Homepage is displayed with tiles that allow easy access to the most frequently used areas within Employee Self Service (Fluid Navigation). S E P T E M B E R of 18

12 Tiles include: View Paycheque Time/Leave Employee WorkCentre Personal details View T4/Consent Leave Balances NEW! Employment Verification Letter Benefits Summary Donate to the Community Fund NEW! Learning For more information on the new look and feel in Employee Self Service please see the 9.2 Employee Self Service document. S E P T E M B E R of 18

13 New Navigation Symbols and Icons The following is a review of 9.2 PeopleSoft symbols and Icons Homepage and Tiles Page Indicator Home Icon The number of dots indicates the number of Homepages you have access to and which one you are currently on, e.g. the first dot indicates your default Homepage. Wherever you are in PeopleSoft, you can navigate to your Homepage(s) page by clicking the Home icon. Search Icon By clicking on the Search Icon, you can search for items throughout the application or within the Navigator menu structure Actions List From here you can Add to Favorites and Sign Out. The Help link takes you to generic PeopleSoft help. For PeopleSoft help that is specific to the Government of BC, navigate to Time and Pay Portal> Help tab. NavBar From here you can access additional navigation features (see next page). S E P T E M B E R of 18

14 NavBar NavBar (Navigation Bar) NEW! The NavBar (Navigation bar) provides additional navigation options displayed vertically on the right hand side of the screen. Click the NavBar icon in the upper right corner of the display to open a new navigation menu bar. To close the NavBar, click anywhere on the page outside of the NavBar. Recent Places Where you now find Recent Places. The last 5 pages you have accessed will be displayed so that you can quickly navigate back to any one of them. My Favorites Where you now find your Favorites. From here you can easily edit or navigate to any page that you have saved as a favourite. Important! Your Favorites from 9.1 have been retained but the navigation pathways may have changed in 9.2. If you receive an error when accessing a page you have saved as a favorite you will need to re-add it to your favorites. Navigator Where you now find the Main Menu. The main menu allows you to navigate to the other areas of PeopleSoft that you have access to. Time/Leave Approval WorkCentre This is another way you can access the Time/Leave Approval WorkCentre if you manage others in Time and Leave. This will not be displayed unless you manage others in Time and Leave. Manager Dashboard This is another way you can access the Manager dashboard of you have direct reports. View Paycheque Select to view your own Paycheque. S E P T E M B E R of 18

15 NavBar - Navigator Navigator NEW! The Navigator is the new Main Menu. From the NavBar, select the Navigator to view the new Main Menu. The Navigator allows you access to all the areas of PeopleSoft that you have access to, based on your security and role. You can access pages that are not accessible from your Homepage(s) and additional menu items such as Workforce Administration, Benefits, Payroll for North America, Reporting, etc. Click on each menu item to view submenu options. Click the arrow submenu items. on the right to navigate through the Click the back arrow submenu or menu item. to navigate to the previous Click to navigate back to the top of the Main Menu hierarchy. S E P T E M B E R of 18

16 Classic Main Menu Navigation If you use the Administration Tiles you will not see the Classic Main Menu and breadcrumbs at the top of the page because you have access to the Navigation Collection Page instead. If you use the Navigator to access the different areas within PeopleSoft, you will see the Classic Main Menu and breadcrumbs at the top of the page. In addition to the Homepage and NavBar, the Classic Main Menu and breadcrumbs can be used to navigate through PeopleSoft just as in 9.1. The Main Menu allows you access to all the areas of PeopleSoft that you have access to, based on your role. You can access pages that are not accessible from your Homepage(s) and additional menu items such as Workforce Administration, Benefits, Payroll for North America, Reporting, etc. Click each menu item to view submenu options. You can also access your Favorites from the Main Menu. Important! Your Favorites from 9.1 have been retained but the navigation pathways may have changed in 9.2. If you receive an error when accessing a page you have saved as a favorite you will need to re-add it to your favorites. For pages that display the Classic Main Menu, the icons in the upper right corner are slightly different and include: Search Home Sign Out Add to Favorites NavBar S E P T E M B E R of 18

17 My Favorites My Favorites Important! Your Favorites from 9.1 have been retained but the navigation pathways may have changed in 9.2. If you receive an error when accessing a page you have saved as a favorite you will need to re-add it to your favorites. To re-add your favorites : 1. Click on the NavBar > Navigator 2. Navigate to and select the specific page. 3. Select Add to Favorites in the top right Add To drop down or Actions list. 4. Click OK to add. 5. Click OK to overwrite the previous favorite. 6. Click OK to save. OR S E P T E M B E R of 18

18 Version History 1 September 15, 2017 New Information Document created by Lynette. 2 September 28, 2017 Added Header for HR, Payroll, Benefits Administration and Self Service. Added Keyword Search, Job Data Notepad, Licenses and Certificates and Position Title Change sections under HR Administration. Added Keyword Search section under Payroll Administration and Benefits Administration. Updated first screenshot on page 11 to remove flag icon. Updated screenshot on page 14 to remove flag icon and include Manager Dashboard, added Manager Dashboard info on the right. Updated first screenshot on page 16 to remove flag icon. Updated last screenshot on page 16 to include the search and added Search to bullet points on the right. S E P T E M B E R of 18