peoplesoft hcm update & roadmap
TRANSCRIPT
PeopleSoft HCM Update & Roadmap
Robbin Velayedam
Senior Director, ApplicationsPeopleSoft HCM - Product Strategy
December 2020
Copyright © 2019 Oracle and/or its affiliates.
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, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.
2 Copyright © 2020, Oracle and/or its affiliates
Announcements
Prioritizing responses to Payroll legislation, Covid requirements - see MOS InfoCenter
Moved desupport date for Classic pages from Dec 2020 to Dec 2021
Extended PeopleTools 8.56 patch support through April 2021
Extended Microfocus Cobol migration through April 2021
HCM Image 36 released on Nov 3, 2020
Resources
www.peoplesoftinfo.com page: links to all resources
blogs.oracle.com/peoplesoft page: Apps Strategy, Tech, Legislative: key announcements
my.oracle.support page: My Oracle Support Info Center
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 3
4 Copyright © 2020, Oracle and/or its affiliates
Available with HCM Image 36
• Fluid and Modernization of Job Data
• Fluid Health & Safety for Employee Self Service
• Fluid Profile Management – Search, Match, Compare
• Chatbot for Benefits
• Chatbot for Global Payroll Core
• Chatbot for Global Payroll United Kingdom
• Chatbot for Payroll for North America
• Direct Deposit File for Off-cycle in Payroll
• T&L – Self Service Copy of Prior Period on Weekly Timesheet
PeopleSoft functionality helping customers in 2020
Health & Safety
• Tracking Safety Incidents, Illnesses, Exposures
• Logging Preventiive and Corrective Actions
Mass Updates
• Enter a mass update in Job Data (i.e., furloughs, transfers, terminations)
• Enter a mass change (i.e., reduce salary for a group of employees)
Delegations
• Allow someone else to approve/deny HR transactions on your behalf
• Also covers initiating transactions
Confidential – © 2020 Oracle 5 https://blogs.oracle.com/peoplesoft
Remote Worker
• Tracking remote working status
• Tracking location and effective dates
Onboarding/Offboarding
• Rapid Onboarding of critical workers
• Offboard in mass
Payroll Updates
• Executive Order Tax Deferral
• Cares Act
• Country Updates
6 Copyright © 2020, Oracle and/or its affiliates
CommonQuestions thatPeopleSoft CustomersAsk!
1 What is Oracle's commitment to PeopleSoft?
2 What is the roadmap for PeopleSoft?
3 How Cloud impacts me as a PeopleSoft customer?
4 What’s next for PeopleSoft?
7 Copyright © 2020, Oracle and/or its affiliates
What is Oracle's commitment to PeopleSoft?
Today’s PeopleSoft | Investment Strategy | Continued Support
Continued support
8 Copyright © 2020, Oracle and/or its affiliates
• No plans to end investment or support
• Premier Support “through at least” 2031
• Rolling 10+ years of Premier Support
Learn more about Oracle Lifetime Support Policies on Oracle.com
Today’s PeopleSoft
© 2020 Oracle and/or its affiliates.9
ContinuityConfidence Commitment
Dedicated team
Large install base
Published roadmap
Regular updates
Highadoption
Ongoing investment
UNCLASSIFIED - Oracle Proprietary - SOURCE SELECTION SENSITIVE
10
Hire to Retire functionality
Intuitive, mobile user experience
Actionable,configurable analytics
Flexible and personalizable
Selective adoption of new features
Integrated Chatbot
Today’s PeopleSoft
Deploy PSFT on OCI
© 2020 Oracle and/or its affiliates.UNCLASSIFIED - Oracle Proprietary - SOURCE SELECTION SENSITIVE
11 Copyright © 2020, Oracle and/or its affiliates
Product-specific features
Business process capabilities
Features sourced from Idea Spaces on My Oracle Support
Regulatory & Legislative Compliance
Customer-driven enhancements
Strategic investments
Continued Modernization
Configurable Options
Emerging Technologies Integration
Kibana Analytics
PeopleSoft investment strategy
UNCLASSIFIED - Oracle Proprietary - SOURCE SELECTION SENSITIVE
12 Copyright © 2020, Oracle and/or its affiliates
What is the roadmap for PeopleSoft?
Recently Delivered Features | Planned Features | Customer Input
HCM
Chatbot Integration Framework
UI Visual Refresh
Personalized Analytic Notifications
Notification Framework
Drop Zones for Classic Plus
Kibana Analytic Framework
Query Data Masking
Enhanced Event Mapping and Pluggable AppEngine
Infrastructure Only DPKs
Data Distribution Framework
Kibana Analytics
Profile Search, Match, Compare
Fluid Benefits WorkCenter
HR Notifications Enhancements
Job Data Modernization
Data Privacy enhancements for Query Masking
Person Global Search
Fluid Timesheet -Time details
Drop Zones for Classic
Global Payroll for Brazil - INSS Calculation Changes
Support for Oracle 19c
Fast Cloning using Block Volume
Import Manually Provisioned Environments
Lift support for TDE and RACK
OCI File Storage Service for CM Repository
Automated CM Upgrade
Exadata Cloud Service Support
Automated Network Deployment
Lift Pre-Rec Utility
Data Masking Using Page and Field Configurator
Enhanced Fluid Delegation Framework
Fluid Approval for Pushback Supplier Documents
Retain Approval History for Denied Journals
Expand Configurable Questionnaire on Structure Change Request
Expand Look-up Options on Billing Pages
Enhanced Spreadsheet Data Import
© 2020 Oracle and/or its affiliates.13
FSCM PeopleTools & Technology
Cloud Manager
Learn more:PeopleSoft YouTube Channel
Some Recently delivered key product features
HCM Image 37Targeted Features
Copyright © 2020 Oracle and/or its affiliates.14
Recruiting Chatbot
Text Messaging for Recruiting
Multiple Document Upload & Approvals for Life Events
Kibana Health & Safety Analytics
Phone & Email Address Validations
Level 1 Field Support for Page & Field Configurator
Fluid Position Management Enhancements
Profile Level Actions for Self Service Talent Profile
Time & Labor Effective Date for Value Lists
Global Payroll Retroactive Triggers
GPBRA eSocial Update
Confidential – Oracle Internal/Restricted/Highly Restricted15
User Interface Refresh for FluidPeopleTools 8.58
Confidential – Oracle Internal/Restricted/Highly Restricted16
User Interface Navigation Refresh for FluidPeopleTools 8.59 Roadmap
Introducing PeopleSoft Kibana AnalyticsPeopleTools 8.58
Easy to Use for Strategic Decisions
Modern palette of data visualizations
Available from tiles and related content within PeopleSoft
Highly optimized for performance
Security handled within PeopleSoft
No additional license required
© 2020 Oracle and/or its affiliates.17
People are using chatbots more often in everyday life.
Can I get a triple tall latte?
What movies are showing near me
tonight?
How much did I spend on chocolate in
August?
I’d like to request time off on October 1
Where’s the monitor I ordered?
What’s the status of my expense report?
They should be able to use the same familiar interfaces at work, too.
Conversational interfaces
© 2020 Oracle and/or its affiliates.18
Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted19
Easy communication
24 hours service
Precise and Accurate response
Friendliness and Approachability
Instant response
En
d u
se
r b
en
efi
ts
Inv
esp
cro
Request management
Learning & Development
Top HR Bots
Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted21
✓ Chatbots for students and advisors
✓ Partner Implementation using ODA and Chatbot Integration Framework
✓ Support for over 200 questions personalized based on user role
Loyola Universityhttps://docs.oracle.com/cd/E52319_01/infoportal/loyola_university_chicago.html
86%Success Rate
91%Positive Feedback
Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted22
Honeywellhttps://docs.oracle.com/cd/E52319_01/infoportal/honeywell.html
FeaturesConversational interface with PeopleSoft HCM
• Employee Self Service - Employee Profile, Leave, Benefits and Payroll
• Manager Self Service - Approvals, Performance Management, Succession, Self Service Transactions and Reporting & Analytics
• HR policy chatbot for HR queries
Goals ✓ Reduce operating costs by automating common
tasks
✓ Improve user experience for managers and employees
Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted23
PeopleTools 8.57.07 or higher
Application Update Image release
▪ HCM PI 9.2.031
▪ FSCM PI 9.2.033
▪ ELM PI 9.2.020
▪ CRM PI 9.2.018
▪ Campus Solutions PI 9.2.015
Oracle Digital Assistant (ODA) license
▪ ODAP4SaaS – by # of employees
▪ Universal Credits – by # of transactions
Chatbot Pre-requisites
Getting Started with Chatbots
24 Copyright © 2020, Oracle and/or its affiliates
Download Chatbots from ODA Skill/Chatbot Store
2
Choose only the skills you want to deploy Update your skills with new versions
Configure PSFT- ODA Handshake
3
Set up the communication Channel and RESTful service connectivity
License ODA Platform
1
ODA Platform for Oracle Applications Subscription License
* Additional Fee Required
Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted25
User authentication & data access security
Technical Integration - PSFT to ODA handshake
User Interface – configurations & access provided
Build new chatbots with provided templates
PeopleSoftOracle Digital
Assistant (ODA)
Chatbot Integration Framework
Chatbot Integration Framework (CIF)Requires PeopleTools 8.57.07 or higher
CIF Red Paper
Chatbot roadmap
© 2020 Oracle and/or its affiliates.26
✓ Absence Management
✓ Company Directory Lookup
✓ Employee Benefits Lookup,
Enroll in Life Events
✓ Paycheck, Withholdings, Direct
Deposit Lookup
• Recruiting – Applicant
Tracking
• Personal Details
✓ eProcurement Status Inquiry, Ordering
✓ Expenses Updates to “My Wallet”
• Projects Inquiry
• Grants Inquiry
• Contracts Inquiry
HCM FSCM
• Inventory Item Inquiry
• Supplier Self Service
• Customer Self Service for eBill Payment
• Maintenance Service Request
• Financials Snapshot
27 Copyright © 2020, Oracle and/or its affiliates
Some Product Enhancements on the roadmap for HCM
• Modernization of Person Data
• Chatbots for Recruiting, Personal Data, Approvals
• Modernization of ePerformance
• Kibana Analytics (Health & Safety, ELM, Absence, T&L, Payroll)
• Employee Text Notifications
• Manager Self Service for Health & Safety
• “Pay Me Now” for Payroll
• Additional non-binary Gender Values
Global Payroll Roadmap
• Global Payroll Chatbot
• Eliminatesadministrative overload
• Provides quick answersto basic information
• First CE → GPUK
Global Payroll Dashboard & Analytics:
• Payroll Analysis
• Payroll Distribution
• Trend Visualizations
• Automated Creation
• Absence ForecastTemplate
• Off-Cycle Groups
Component Lockdown data
• Ability to lockdown data byProcess
• Ability to lockdown data during a period of time
Copyright © 2020, Oracle and/or its affiliates |
ePerformance Modernization
30 Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted [Date]
• Updated, Fluid User Experience
• Action driven • Managers and employees easily
identify what is next
• Conversational• Share review and comments at
any time
• Kudos & Feedback
Fluid Health & Safety
No additional license required (HR)
Fluid Employee Self Service to report incidents
Approvals
Attachments
*Kibana Analytics
*Manager Self Service to approve, report incidents for employees
© 2020 Oracle and/or its affiliates.31
Fluid Profile Search, Match, Side-by-Side Compare
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 32
Job Data and Person Data
Current State
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 33
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How Cloud impacts PeopleSoft customers?
Oracle Cloud Applications | Oracle Cloud Technologies | Oracle Cloud Infrastructure
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1. “Lift and Shift” your PeopleSoft environment to Oracle Cloud Infrastructure (OCI)
2. Leverage Oracle Cloud technologies, like Oracle Digital Assistant and Oracle IoT Asset Monitoring Cloud
3. Transition to Oracle Cloud Applications
Artificial Intelligence
Digital Assistants
Machine Learning
Internet of Things
Database
Leveraging the Cloud
PeopleSoft customers have moved to OCI
Who?
Copyright © 2020, Oracle and/or its affiliates36
&
200+
customers are already running their PeopleSoft applications on OCI
PeopleSoft customers find value moving to OCI
Why?
Copyright © 2020, Oracle and/or its affiliates37
• Up-to 43% lower TCO vs On-Prem
• Up-to 63% lower TCO vs AWS
• 2-10x faster reporting speed
• No single point of failure
• Migrate in weeks
• Deploy in hours not days
Lower TCO than on-premises andcompeting clouds
Superior performance backed by SLAs
Unique capabilities enhance infrastructure availability, security,and control
Still the PeopleSoft you know. Automate migration and lifecycle management
PeopleSoft working in OCI
How?
Copyright © 2020, Oracle and/or its affiliates38
+ =TopologyApplication
Packages
Environment Templates
On-PremisesInstances
Cloud Administration
Moveand Improve
Subscribeto Updates
My OracleSupport
Self-Service Provisioning
New Feature Demo
Dev & Testing
End-User Training
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted 39
Learn About Oracle Cloud Applications
https://go.oracle.com/LP=99112?elqCampaignId=265325
40 Copyright © 2020, Oracle and/or its affiliates
What’s next?
Customer Interactions | Focus Groups | Staying Informed
Continuous, customer interactions
MW
© 2020 Oracle and/or its affiliates.41
PeopleSoft product roadmap
Ongoing investment
Customer engagements
Idea spaces
Focus groups
Advisory board
42
Customer interactions
• HCM Focus Groups
– 20+ active focus groups
– Recently Added focus groups
o PeopleSoft Test Framework
o Analytics
o Health & Safety
o Questionaire Framework
o Remote Worker
• PeopleSoft HCM Customer Advisory Board
– 30 customers
– Next Membership Period: Mar 2021 – Mar 2023
Copyright © 2020, Oracle and/or its affiliates
43 Copyright © 2020, Oracle and/or its affiliates
Feature Innovator
PeopleSoft Innovator
Hall of FameFeature InnovatorCustomers adopting delivered strategic features
PeopleSoft InnovatorCustomers with broad transformation initiatives
Hall of FameCustomers fully embraced today’s PeopleSoft
• Receive a Digital Badge for every feature deployed
• Get recognized on PeopleSoftinfo.com
• Receive Innovator certificate
• Special invites to events
• Get a dedicated page on PeopleSoftinfo.com
• Announced at Reconnect
• Award, dinner, event passes, presentation slot
• Get Showcased on PeopleSoftinfo.com
Feature Innovator Requirements
1. Fluid Delegations2. PNA Paysheet Update3. Data Privacy with PFC4. Fluid Position Management5. Offboarding6. HR Business Partner7. Absence Chatbot with
Chatbot Integration Framework
HCM
1. Supplier Contract Mgmt Digital Signature
2. Fluid Supplier Portal
3. Fluid eProcurement
4. Supplier Scorecarding
5. Fluid Mobile Inventory – Physical Inventory, Ad-
hoc Receiving, Delivery Transactions
6. Fluid Expenses Risk Management
7. Fluid Expenses Twilio Integration
8. Integration to IoT Asset Monitoring Cloud
9. Mobile Technician
10. Fluid Asset Tracking
11. Fluid Financial Structure Request
12. Simple Journal
13. Payables Operations Metrics & Homepage
14. Credit to Cash Operations Metrics & Homepage
15. Fluid eBill Payment One Click Pay
16. Fluid eSettlements with PO Flip
ERP
1. Cloud Manager2. Chatbot Integration
Framework3. Drop Zones4. Pluggable AE5. Personalized Analytic
Notifications6. Notification Framework7. Text Notification (TwilIo)8. PeopleSoft Test Framework
Tools
1. Course and Class Search with Elasticsearch
2. Fluid Self-service for Students
3. Common Attribute Framework
4. Data Privacy5. Activity Guides6. Program Enrollment7. Activity Management
Campus
PeopleSoft Innovator RequirementsTwo or More
• Selective Adoption• User experience: Fluid, Classic
Plus, navigation, branding• Configuration and de-
customization• Analytics: Pivot Grids,
Simplified Analytics, PAN, Kibana
• Chatbots with Oracle Digital Assistant (ODA)
• Cloud transformation with Oracle Cloud Infrastructure (OCI) and Cloud Manager
1. Fluid Navigation2. Fluid Approvals3. Many Fluid Features4. Classic Plus5. Elasticsearch6. Analytics: Pivot Grids,
Simplified Analytics, PAN, Kibana
7. Related Information8. Mobile Access for Self Service
PeopleSoft Hall of Fame RequirementsAll or Nearly All
9. Chatbots with CIF and ODA10. Supported Tools releases
(demonstrated)11. Clustered12. Eliminated customization
with PFC13. Isolated customization with
Event Mapping14. Isolated customization with
Drop Zones
15. Gets current at least every 18 mos (demonstrated)
16. Deploys new features annually (demonstrated)
17. PTF for test automation18. Running on OCI19. Using Cloud Manager
PeopleSoft Innovators
Real PeopleSoft customers, delivering real results
© 2020 Oracle and/or its affiliates.44
PeopleSoft Innovators
King County, WAcloud, configuration,
selective adoption, user experience
Honeywelluser experience - chatbots
Hackensack Meridian Healthfunctional and process
innovations, user experience
University of the Free State
user experience
First Financial Northwest Bank
cloud
Covantacloud
Oceaneeringfunctional and process
innovations
The Catholic University of
Americauser experience
Port of Seattleconfiguration, user
experience
Endeavour Foundation
cloud
See them all:PeopleSoft Innovators
45 Copyright © 2020, Oracle and/or its affiliates
PeopleSoft Information Portal
www.peoplesoftinfo.com
PeopleSoft CumulativeFeature Overview Tool
www.peoplesoftcfotool.com
PeopleSoft Planned Features and Enhancements
www.peoplesoftpfe.com
PeopleSoft Video Channel
www.peoplesoftvfos.com
Staying informed
https://blogs.oracle.com/peoplesoft