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TRANSCRIPT
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Welcome!Please login using the following navigation to access the
PeopleSoft training system. • Type in www.utsa.edu/bis in the URL of Google or Firefox.
• Click on the Resources link in the gray box on the left hand side of the page.
• Click on the TRN Portal link. Sign in using your ABC123 and password.
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Business Affairs (utsa.edu/businessaffairs/)
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Business Affairs (utsa.edu/businessaffairs/)
PeopleSoft HCM Fluid User Interface and
PeopleSoft Update Manager (PUM) Training
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Agenda• Introducing Fluid User Interface and PeopleSoft Upgrade Manager (PUM)
• Overview of the Fluid User Interface
• New Navigation for UTSA End-Users • Employee and Manager Self Service
• eForms Requesters and Approvers
• Department Administrators
• Timekeepers
• LABs – Assistance after Implementation
• Contact Information
• Questions
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Business Affairs (utsa.edu/businessaffairs/)
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• The Navigation
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What is Changing?
Business Affairs (utsa.edu/businessaffairs/)
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• PeopleSoft Upgraded in 2019 • Provided enhancements to vouchers, expenses, and authorizations in the Financial
Management Suite (FMS); not much changed in the Human Capital Management Suite (HCM)
• Set the university up to improve processes and functionality that affect UTSA faculty and staff
• Fluid User Interface facilitates the User Experience • Easier navigation and improved accessibility across various electronic devices (desktop,
tablets, phones)
• PeopleSoft Update Manager (PUM) • New version of PeopleSoft with enhanced features to benefits UTSA and other UT System
academic institutions that share PeopleSoft
• Allows for more frequent updates/fixes resulting in improvement to business processes
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Why are We Making these Changes?
Business Affairs (utsa.edu/businessaffairs/)
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Overview of
PeopleSoft Fluid User Interface
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Business Affairs (utsa.edu/businessaffairs/)
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New Terminology - Classic Menus vs Fluid UI
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Classic Fluid
Home Page Tabs Landing Pages
Navigational Links Tiles
Menu “Breadcrumb” Navigation NavBar
Pixel Perfect Page Design Fluid Personalization
Global Search is on Menu Bar Global Search is on Fluid Header
N/A Fluid Personalization
Business Affairs (utsa.edu/businessaffairs/)
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Current ‘Classic’ Home Page
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Business Affairs (utsa.edu/businessaffairs/)
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New Fluid Home Page
Business Affairs (utsa.edu/businessaffairs/)
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Landing pages bring together information relevant to a specific role.• Access
multiple Homepages
• Create Personal Homepages
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Home: New Concept –Landing Pages
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• The default Landing Page is Employee Self Service
• Two primary Landing Pages: ESS and MSS
Business Affairs (utsa.edu/businessaffairs/)
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Landing Pages: New Concept -Tiles
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• Tiles act like buttons
• Tap a Tile to go to an Application page
• Also known as Pagelets or Navigation Collection
Business Affairs (utsa.edu/businessaffairs/)
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Tiles: New Concept – Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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Using Fluid Homepage Controls
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Home
Search
Notifications
Actions List
NavBar
Business Affairs (utsa.edu/businessaffairs/)
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Using Fluid Homepage Controls (continued)
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Home
Search
Business Affairs (utsa.edu/businessaffairs/)
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Using Fluid Homepage Controls (continued)
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Action List
Business Affairs (utsa.edu/businessaffairs/)
Notifications
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Using Fluid Homepage Controls (continued)
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NavBar
Business Affairs (utsa.edu/businessaffairs/)
Recent Places
My Favorites
Navigator
Approvals
Classic Home
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Actions List: Personalization - Favorites
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Business Affairs (utsa.edu/businessaffairs/)
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PeopleSoft Fluid Enables Mobility on Any Device
Business Affairs (utsa.edu/businessaffairs/)
Device Functionality: Desktops
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Tablet (Portrait) Tablet (Portrait)- Left Panel
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Business Affairs (utsa.edu/businessaffairs/)
Device Functionality: Tablets
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On a Smartphone The
Back-Button Changes
To An Icon.
On a Smart phone the Back-button Changes to an Icon
Business Affairs (utsa.edu/businessaffairs/)
Device Functionality: Smart Phone
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Navigation for UTSA End-Users
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Business Affairs (utsa.edu/businessaffairs/)
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Employee Self Service Navigation
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Business Affairs (utsa.edu/businessaffairs/)
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Employee Self-Service Landing Page - Tiles
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• Tiles act like buttons
• Tap a Tile to go to an Application page
• Also known as Pagelets
Business Affairs (utsa.edu/businessaffairs/)
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Payroll and Compensation: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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Pay: Page
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Business Affairs (utsa.edu/businessaffairs/)
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Employee Self-Service: Landing Page
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Business Affairs (utsa.edu/businessaffairs/)
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Personal Details: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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Change Address
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Business Affairs (utsa.edu/businessaffairs/)
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Manager Self Service Navigation
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Business Affairs (utsa.edu/businessaffairs/)
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Manager Self-Service Landing Page
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Business Affairs (utsa.edu/businessaffairs/)
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Manager Self-Service: Landing Page
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Business Affairs (utsa.edu/businessaffairs/)
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Manager Self Service: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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eForms Navigation
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Business Affairs (utsa.edu/businessaffairs/)
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eForms Requestor: Employee Self Service Landing Page
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Business Affairs (utsa.edu/businessaffairs/)
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eForms Requester: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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eForms Requester: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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eForms Approver: Employee Self Service Landing Page
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Business Affairs (utsa.edu/businessaffairs/)
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eForms Approver: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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Department Admin Navigation
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Business Affairs (utsa.edu/businessaffairs/)
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Department Administrator: NavBar Navigation
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Business Affairs (utsa.edu/businessaffairs/)
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Timekeeper Navigation
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Business Affairs (utsa.edu/businessaffairs/)
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Timekeeper: Workforce Administrator Landing Page
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Business Affairs (utsa.edu/businessaffairs/)
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Timekeeper: Navigation Collection
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Business Affairs (utsa.edu/businessaffairs/)
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Query Navigation
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Navigation to HCM Reporting
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Business Affairs (utsa.edu/businessaffairs/)
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Navigation to HCM Reporting
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Business Affairs (utsa.edu/businessaffairs/)
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Navigation to HCM Reporting
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Business Affairs (utsa.edu/businessaffairs/)
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LABs – Assistance after Implementation
• 12/10/2019 Financial Affairs Training Room NPB 1.412 9am – 12pm
• 12/13/2019 Financial Affairs Training Room NPB 1.412 1pm – 4pm
• 01/07/2020 Downtown Campus DB 2.222 1pm – 4pm
• 01/10/2020 Financial Affairs Training Room NPB 1.412 9am – 12pm
• 01/16/2020 Financial Affairs Training Room NPB 1.412 9am – 12pm
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Business Affairs (utsa.edu/businessaffairs/)
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Contact Information:
Business Information Services
210-458-SPOC (7762)
www.utsa.edu/BIS
https://spoc.kayako.com/conversation/new
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Business Affairs (utsa.edu/businessaffairs/)
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Business Affairs (utsa.edu/businessaffairs/)