Test Event Hub Content

Organizations are managing a daunting task to safeguard access to their PeopleSoft application and data from internal and remote users, which can include thousands of third-party service providers combined with a constant flow of requests for changes to existing levels of access from that massive user community. On top of that challenge, they must manage potential security breaches from hackers attempting to gain unauthorized access to systems and data. Additionally, they must maintain effective data privacy controls for various regulatory compliance obligations. Together this creates an atmosphere of constant battling to maintain effective data security and data privacy controls to mitigate the organization’s risk exposure.

Some people mistakenly think data security and data privacy are the same things, but different terms. During this session, we will properly define the two terms, discuss challenges that organizations are facing to maintain effective data security and data privacy, discuss some of the leading practices to maintain effective data security and data privacy, which will include how to achieve a common control framework. Finally, we will discuss the Appsian Security Platform’s ability to enables the use of a zero-trust, always verify, security model, enabling SSO and MFA integration with your PeopleSoft application and add another layer of security by leveraging combinations of contextual attributes to maintain effective data security and privacy control (e.g., IP address, time of day, location, whether the device meets your security policy requirements, max dollar amounts, etc.) before establishing trust and granting access to transactions and data.

Your security teams can leverage the Appsian Security Platform’s dynamic zero-trust security model to:
– Enable layers of adaptive data security and data privacy controls to provide effective identification, protection, detection, response, and recovery control capabilities.
– Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.
– Enforce multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
– Force MFA challenges at page and field levels, and as users move to different applications.
– Monitoring user behavior to identify and report anomalies and threats.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application from on-site and remote/hybrid users. On top of that challenge, they must manage potential security threats like phishing, ransomware, and data exfiltration from hackers. Together this creates an atmosphere of constant battling to detect and respond to intentional and unintentional threats to the organization.

In their latest report, “A Practical Guide to Zero Trust Implementation,” Forrester recommends the Zero Trust security model (aka. “never trust, always verify”) to provide an extra layer of security beyond the traditional perimeter-based security. Due to increasing digital transformation and the COVID-19 pandemic, Zero Trust is rapidly becoming the security model of choice for many organizations. However, implementing effective Zero Trust can be challenging for organizations.

Join Greg Wendt, Executive Director of Security at Appsian Security as he discusses why and how PeopleSoft customers can enable the use of Zero Trust in PeopleSoft.

During the early stages of the pandemic, we needed our employees to feel safe and protected while continuing to operate in our offices and in the field. From daily health checks to COVID incidents and now vaccinations, we turned to PeopleSoft to handle all our tracking and reporting needs to make critical business decisions.

Have you been given a mandate to ‘Go Cloud’? Do you think PeopleSoft is just a legacy application like green screens? Well, PeopleSoft isn’t ready to go the way of the dodo bird. It’s still the Cadillac of functionality. With the recent introduction of many new features and technology such as Fluid, Selective Adoption, PeopleSoft Test Framework, Event Mapping and Cloud Manager, AND new features and tools such as Kibana and Search Navigation, PeopleSoft is now the most modern and functional system available. We’ll show you why.

Hays Specialist Recruitment have been using PeopleSoft for 12 years and during that time have developed and deployed numerous system automation solutions. However, there was still a large number of processes that involved manual, rules based human workflows…could RPA be the next layer of automation? This presentation will share the Hays RPA journey, showcasing the methodology adopted, talk about the POCs that have been developed and how these have enabled a transformational approach to RPA. The session will talk about use cases in Finance in areas such as Time Entry, Cash Allocation and Billing as well as HCM core processes such as onboarding. Hays will share what has worked well and also highlight what PeopleSoft teams need to cater for to ensure the initiative is a success.

Hays have what Oracle describe as one of the most complex PeopleSoft set ups in Europe. Attend this session to see how they planned and delivered an update that included an uplift of PeopleSoft images in Finance and HCM from PI18 to PI34, upgraded PeopleTools from 8.55 to 8.58. moved to the latest Oracle database 19c and introduced features such as Fluid. All while their whole IT and business staff were working at home during the COVID-19 lockdown.

Elire and Saint Paul Public Schools (SPPS) are underway with the upgrade from SPPS’s current 9.1 FSCM/HCM Systems to PeopleSoft 9.2 FSCM (PUM 39) and PeopleSoft 9.2 HCM (PUM 37). This project’s goal is for Saint Paul Public Schools and Elire to implement best practices solutions by reviewing business process decisions, removing outdated system modifications, and leveraging new and improved functionality. SPPS and the Elire Upgrade were also chosen to participate in an exclusive pilot group that is allowed to implement PeopleTools 8.59. As a part of this pilot, SPPS and Elire are working closely with Oracle to roll out the latest and greatest upgrade tools. This will allow the project team to maximize features and tools used to support SPPS.

This case study will focus on SPPS’s upgrade considerations, new feature and enhancement selections, process improvement initiatives, and PeopleTools 8.59 consideration.

Do you manually track benefit eligibility documentation? Life Event related documentation can now be uploaded and approved in PeopleSoft. While it may not eliminate hunting down the employee every time, it should at least “slow the chase.” Attend this session to learn the details and configuration options with this feature and also get a sneak peek at our roadmap item for tracking other dependent changes too.

E-Verify, available in all 50 states, the District of Columbia, Puerto Rico, Guam, the U.S. Virgin Islands, and the Commonwealth of Northern Mariana Islands, is currently the best means available to confirm employment eligibility electronically. Many states are now requiring its use to confirm employees’ authorization to work in the United States.

Come learn about the compliance requirements for employers, and how you can automate the verification of your Form I-9, Employment Eligibility Verification to U.S. Department of Homeland Security (DHS) and Social Security Administration (SSA) records for PeopleSoft – fully integrated with your PeopleSoft HCM and Dept of Homeland Security. We will also share several options available to PeopleSoft users on how to simplify, streamline and automate E-Verify for managing your employment eligibility requirements.

Data security requirements state that account numbers used in the initiation of transactions need to be rendered unreadable when stored. Come to this session to learn what capabilities are available in PeopleSoft Payroll for North America and Global Payroll to meet these data security requirements with bank account numbers which are stored in various modules across different product areas in PeopleSoft.

Safety First! Let’s talk about the new employee self service and administrator enhancements recently made to the PeopleSoft Health & Safety module that is already included with your PeopleSoft HR license. Attend this session to see how you can use PeopleSoft Health & Safety to report COVID cases, track COVID vaccinations, plus more. You will also see a demonstration of the new Kibana analytics that can help you monitor incidents to help keep your employees safe.

An overview of SavaSeniorCare’s journey moving from classic position management to fluid position management. See what it took Sava to get here, and the benefits of the functional enhancements delivered as part of fluid position management.

Fluid Position Management provides PeopleSoft customers a modern way to search, create, and update positions. Come to this session to learn about recent enhancements to Fluid Position Management that customers requested including usability changes, effective sequencing to make changes on the same effective date, configurable approvals, attachments, and the much-awaited Configurable Search update which modernizes the search experience for Position Administrators. We will share customer success stories of deploying Fluid Position Management and what new items are on the roadmap.

Join this open roundtable discussion to learn about what HCM features and functionality that other users are leveraging! Come share how you and your organization are currently utilizing HCM features and functionality or what you’re looking forward to implementing in the future.

HR Helpdesk Performance and Backlog insights provide rich analytical visualisations and powerful reporting features that are built on Kibana offers great insights of the data to agents, managers, and administrators.

Come to this session to see a demonstration of the latest Kibana dashboards for your Payroll department that provide enhanced comparisons of payroll data, on-cycle vs. off-cycle performance, analysis of overtime and other earning trends, and costs by region. This session is for both Payroll for North America and Global Payroll customers.

Recruiters have many balls to juggle. Understanding exactly where your applicants are in the recruitment process will help you keep those balls off the floor. In this session, you will see a demonstration of how the Recruiter Pipeline Kibana analytics provides the right level of insight into your candidate pipeline and how the Recruiting Administrator Dashboard keeps you up to date with Recruiter workloads and other sensitive information.

Oracle Guided Learning and how to best use its features and functions within PeopleSoft applications. An in-depth look at how to create and edit guides and how to publish for use within your organization.

The modernization of the Job Data component in PeopleSoft allows you to simplify the user experience for your HR Administrators. Attend this session to see a complete demonstration of all the key enhancements to Job Data including a new configurable search component, activity guide based user interface, attachments, approvals, drop zones, and the integration with of Page and Field Configurator to hide or mask fields by transaction.

PeopleSoft Position Management offers powerful and flexible features to track and maintain accurate, historical, and real-time views of talent and the overall organizational structure regardless of who is in a position. With valuable position-based data at their fingertips, HR can partner with finance, operations, and business unit leaders to plan for future talent needs, identify current talent gaps, and budget effectively to meet business needs. Recent enhancements such as Fluid UI, Self-Service, Primary Incumbents have made Position Management even more appealing.

Join us in this session to learn all about Position Management and how to get the best out of it.
– Fundamentals of Position Management and the Organization structure best suited for deployment
– Pros and Cons of Full vs Partial Position Management
– Relation between Job code, Positions and Employee Job Data
– Recent enhancements to Position Management
– Best Practices in implementing and managing Position Data

The Health and Safety Injury submission process involves multiple stakeholders who are situated in different locations due to the nature of a retail business. The current process involves a paper-based process initiated at the incident location and then completed through e-mail workflow and additions to the digitized paper documents before being e-mailed to the governmental OHS organization who then uses OCR technology to transfer it back to an electronic format. This process is time-consuming with e-mail-based workflow, leading to delays in injured workers receiving compensation in some cases.

The new process developed within PeopleSoft has the following objectives:
– Elimination of Digitized paper forms and e-mail workflow
– Bring the entry of the injury information to the source, i.e., to the Manager/Supervisor in a user friendly, easily trained format
– Leverage the rich human capital information already available in your PeopleSoft HCM modules to avoid duplicated or unnecessary data entry-Meet legislative deadlines for submission of injury reports to governing bodies
– Generate reports on Incidents to report back to business and identify Incident trends which assists in improving safety measures and ultimately reducing Injury Incidents

Learn how PeopleSoft customers have streamlined their W-4 process using Federal, State & Local W-4 Employee Self-service without PDF. Empowering employees to update their own W-4 elections for all states and even automating assignment of localities. Automate the entire tax process for US based payroll, no paper required.

Customers are looking to get the most out of their PeopleSoft investment, whether that means implementing new modules or taking a fresh look at their original implementations. Attend this session to learn some of the best practice Do’s and Don’ts with implementing and configuring Absence Management. You will also learn about some of the most recently delivered Absence Management features that are important to include in your environment.

There are a number of new features that have been delivered in HCM that you’ve heard about throughout the RECONNECT conference. There’s a lot to take in, and you may still have some questions at the end of the conference. This is the session for you!
The HCM Product Management team along with some special guests will be ready to answer your questions new Features and hear your feedback. What’s your favorite enhancement?? Which one did we miss? Bring your perspective to this interactive Q&A session.

Join us for a special RECONNECT edition of your favorite monthly webcast. The Peoplesoft Payroll for NA SIG is a forum for customers who use Payroll for North America to talk about what we love: regulatory changes that happen at the drop of a hat, reporting to government agencies, employee self-service, and getting people paid! Join us to meet your fellow Canadian and US payroll customers as we learn from each other.

As a PeopleSoft Time & Labor customer, you likely successfully implemented the application a while ago. But when was the last time that you checked whether the implementation was done right? Attend this session to learn about some best practice tips and tricks to help you tune and improve your implementation. You will also learn about some of the most recently delivered Time & Labor features that are important to include in your environment.

A deeper look at Profile Management and how it can be used as the center of your talent management journey. How you can get the most of Profile Search/Match/Compare and new fluid functionality delivered with Profile Management.

With COVID-19, many employees were forced to become full time Remote Workers. Now that we are turning the corner on the pandemic, hybrid remote working will become the new norm for many. This session will cover the anticipated enhancements for tracking Remote Worker that go beyond the original teleworker functionality.

State of Montana implemented the Fluid timesheet in November 2019. The reasons we chose to move to fluid timesheet from classic were:
– Allow employees access to enter and approve time from mobile devices.
– Provide a better user experience.
– Stay current with fluid pages and functionality to retain support from Oracle.

Challenges:
– Manager Self Service fluid timesheet does not allow managers to approval through mobile device for the fluid timesheet. Therefore, we also set up the Approvals Tile to accommodate this need.
– Fluid Time Tiles: We reviewed the intent of each tile and relabeled and/or removed some tiles to avoid duplication and assist with change management.
– Security: Fluid pages are more complex to set up security. We have many custom roles. This required considerable amount of time to review existing security for classic pages and transition to the fluid pages.
– Employee Record not displayed on timesheet. We added a customization to display the employee record on the timesheet for our employees that work in more than one job/record. Delivered functionality only displays the employee’s job title.
– Total hours on the fluid timesheet are displayed quite differently than classic. For example: Total per time reporting code is no longer available. This was a challenge for employees and HR/Payroll staff.
– Work schedule display on the fluid timesheet. This can be removed as a configuration option but we decided to implement schedules and workgroups to display the comparison of daily hours reported against the hours the employee is scheduled to work.

In this session, you will see a demonstration of how easy it is to create questionnaires for your employees using the PeopleSoft Questionnaire Framework. You will see some of the typical ways that you might use the Questionnaire Framework across your organization today including how to survey employees after they have completed an activity guide within PeopleSoft.

In the past 10 years, working from home has become more and more common. When employees only worked in a few specific locations, it was easy to setup those locations in PeopleSoft with its core features (including its tax requirements) and maintain that location for all the employee’s that worked there. But in the new remote working world (especially with COVID), employees are now working most of their hours from home, which may be in other states and with new tax localities. State tax revenue offices have become more aware of this trend and have been more aggressive about getting those employees or employers to pony up any work location taxes in addition to any resident taxes the employee should be paying. But this can be a maintenance and compliance nightmare for a payroll and tax department. Especially for states like Pennsylvania which have work tax codes in the thousands. Ensuring that the correct codes are assigned to an employee’s work and resident location(s) is challenging.

Oracle has enhanced the Health and Safety features in PeopleSoft Core HR module to provide comprehensive self-service features to track COVID Vaccinations, Test Results, Illness and exposures. Once collected this information can be reported efficiently using powerful Kibana analytics. Together these features enable PeopleSoft HCM customers to stay compliant with COVID vaccination tracking and reporting requirements.

Join us in this session to learn how these recently delivered self-service features can be quickly adopted with minimal technical effort.

At RECONNECT Envision, we looked at how to implement and use HR Notifications to send targeted employees an email, notifications, or announcement. While HR Notifications can target specific employees, it can’t send a detailed message, like “Your time on July 21 is in error because” or “You need to approve time for EE 12345.” But we can use another tool, Alert Framework, for the more detailed, targeted messages we need to send.

Join us to learn how easy it is to send these messages via email and notification!

HHC’s diverse employee population includes multiple unions, positions, locations, and other employee attributes that make these processes uniquely complex. Using the GT eForms bolt-on for PeopleSoft, we implemented a single form that automates a wide range of job change actions (and dozens of different action/reason combinations), incorporating rule-based logic to manage the unique requirements of each employee type and change request: job codes, departments, locations, supervisors, pay, per diems, standard hours, and more. The results? Faster processing, fewer errors, a dramatically simplified user experience, and a 60% reduction in work effort. Join us as we walk through our automation of the Job Change processes, and discuss what else is on our radar for HR forms automation in PeopleSoft 9.2.

This presentation will provide insight on researching, planning, and implementing a Tools upgrade and Get-Current simultaneously. We will discuss how we had to use various tools and resources used to research new functionality, known upgrade issues, and troubleshooting. We will also cover how we created a flexible project plan that staggers Tools and Get-Current implementation and validation, so we could more easily troubleshoot any possible issues that may arise and from where they originated. Additionally, we will go over the implementation steps such as comparing environments, checking change assistant logs, new functionality rollout examples and finally lessons learned throughout the project.

Explain all the Lessons learned of the City of Raleigh how it had been working on the City specific ePerformance enhancements while implementing a new PeopleSoft HCM PUM Image.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application and data from internal and remote users, which can include thousands of third-party service providers combined with a constant flow of requests for changes to existing levels of access from that massive user community. On top of that challenge, they must manage potential security breaches from hackers attempting to gain unauthorized access to systems and data. Additionally, they must maintain effective data privacy controls for various regulatory compliance obligations. Together this creates an atmosphere of constant battling to maintain effective data security and data privacy controls to mitigate the organization’s risk exposure.
Some people mistakenly think data security and data privacy are the same things, but different terms. During this session, we will properly define the two terms, discuss challenges that organizations are facing to maintain effective data security and data privacy, discuss some of the leading practices to maintain effective data security and data privacy, which will include how to achieve a common control framework. Finally, we will discuss the Appsian Security Platform’s ability to enables the use of a zero-trust, always verify, security model, enabling SSO and MFA integration with your PeopleSoft application and add another layer of security by leveraging combinations of contextual attributes to maintain effective data security and privacy control (e.g., IP address, time of day, location, whether the device meets your security policy requirements, max dollar amounts, etc.) before establishing trust and granting access to transactions and data.

Your security teams can leverage the Appsian Security Platform’s dynamic zero-trust security model to:
-Enable layers of adaptive data security and data privacy controls to provide effective identification, protection, detection, response, and recovery control capabilities.
-Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.
-Enforce multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
-Force MFA challenges at page and field levels, and as users move to different applications.
-Monitoring user behavior to identify and report anomalies and threats.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application from on-site and remote/hybrid users. On top of that challenge, they must manage potential security threats like phishing, ransomware, and data exfiltration from hackers. Together this creates an atmosphere of constant battling to detect and respond to intentional and unintentional threats to the organization.
In their latest report, “A Practical Guide to Zero Trust Implementation,” Forrester recommends the Zero Trust security model (aka. “never trust, always verify”) to provide an extra layer of security beyond the traditional perimeter-based security. Due to increasing digital transformation and the COVID-19 pandemic, Zero Trust is rapidly becoming the security model of choice for many organizations. However, implementing effective Zero Trust can be challenging for organizations.

Join Greg Wendt, Executive Director of Security at Appsian Security as he discusses why and how PeopleSoft customers can enable the use of Zero Trust in PeopleSoft.

Session attendees will learn how to:
•Enforce dynamic multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
•Force MFA challenges at page and field levels, and as users move to different applications.
•Implement continuous monitoring of user behavior to identify and report user anomalies and threats.
•Perform an effective risk analysis for identification, protection, detection, response, and recovery control capabilities.
•Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.

During the early stages of the pandemic, we needed our employees to feel safe and protected while continuing to operate in our offices and in the field. From daily health checks to COVID incidents and now vaccinations, we turned to PeopleSoft to handle all our tracking and reporting needs to make critical business decisions.

Have you been given a mandate to ‘Go Cloud’? Do you think PeopleSoft is just a legacy application like green screens? Well, PeopleSoft isn’t ready to go the way of the dodo bird. It’s still the Cadillac of functionality. With the recent introduction of many new features and technology such as Fluid, Selective Adoption, PeopleSoft Test Framework, Event Mapping and Cloud Manager, AND new features and tools such as Kibana and Search Navigation, PeopleSoft is now the most modern and functional system available. We’ll show you why.

Our AP department wanted to prove their staff was productive while working from home during COVID and to provide a case for permanent work from home. An AP Dashboard was created to provide analytics on voucher and vendor activity by user in order make their case and track productivity.

We needed to re-implement the interfaces with our imaging system. Our initial approach was to create web services for the vendor to call for most along with a custom app engine for an extract. We were able to leverage Date Export Import Utility and Reporting Web Services to provide the needed information with minimal development.

Page Composer allows you to modify fluid approval pages without customization. I will demonstrate how we used page composer to add a field to the Expense Approval page based on a user’s request.

This popular session has been updated to reflect recent enhancements to integrate PeopleSoft Expenses with Google Maps at Hackensack Meridian Health (HMH). HMH expanded its suite of integrated PeopleSoft products by implementing the PeopleSoft Expenses, replacing a legacy Expensibles product. Upon final rollout, up to 30,000 team members will be able to create pre-travel authorizations, enter expense reports, and submit/approve via mobile devices. HMH implemented native mobile functionality designed specifically for its expense capture and approval demands. Written in pure Fluid architecture, PeopleSoft allows easy configuration of mobile content, with an extensible framework to accommodate unique processes and configurations. Working tightly with systems integrator SpearMC, the solution implemented simplifies HMH expense reporting, helping team members stay on top of receipts and submit timely expense reports, while also helping accounting tighten its expense cycles.

Contract entry has become a very long and daunting process as our customer contracts are getting more complicated. To address this challenge, we implemented a csv file upload process to create contracts utilizing Component Interface. The new process has saved our company many hours of manual work every month. This presentation will discuss why we needed to implement the new process and show how we got it done.

Hays have what Oracle describe as one of the most complex PeopleSoft set ups in Europe. Attend this session to see how they planned and delivered an update that included an uplift of PeopleSoft images in Finance and HCM from PI18 to PI34, upgraded PeopleTools from 8.55 to 8.58. moved to the latest Oracle database 19c and introduced features such as Fluid. All while their whole IT and business staff were working at home during the COVID-19 lockdown.

Elire and Saint Paul Public Schools (SPPS) are underway with the upgrade from SPPS’s current 9.1 FSCM/HCM Systems to PeopleSoft 9.2 FSCM (PUM 39) and PeopleSoft 9.2 HCM (PUM 37). This project’s goal is for Saint Paul Public Schools and Elire to implement best practices solutions by reviewing business process decisions, removing outdated system modifications, and leveraging new and improved functionality.
SPPS and the Elire Upgrade were also chosen to participate in an exclusive pilot group that is allowed to implement PeopleTools 8.59. As a part of this pilot, SPPS and Elire are working closely with Oracle to roll out the latest and greatest upgrade tools. This will allow the project team to maximize features and tools used to support SPPS.

This case study will focus on SPPS’s upgrade considerations, new feature and enhancement selections, process improvement initiatives, and PeopleTools 8.59 consideration.

Learn how scripting and command line tasks can greatly simplify the life of System Administrators. This session will be based on Windows Platforms, but the ideas presented here can be taken and written in Unix as well.

Join Pratap Madgula, Director of Innovation and Implementation at Kaiser Permanente, to hear about emerging technologies like RPA, chatbots, machine learning, AI, and Oracle Analytics Cloud Services and how Kaiser Permanente utilizes them.

Conversational Interfaces have been around for a long time. With PeopleSoft Chatbots, organizations can now take an internal support function and automate it through a Chatbot. We’ll look at how chatbots work, the delivered Oracle chatbots, how to build your own, pricing, and Oracle use cases.

The Alerts feature, which is a PeopleSoft Enterprise Component, enables you to alert your organization to errors, changes, and stalled transactions. It is a tool that is not limited to developers. If you can write a PeopleSoft Query, you can create an Alert. With alerts, you can scan PeopleSoft tables and receive alerts when exceptions are found. These alerts can include a link to the PeopleSoft page where you can review or correct the issue.

In this session, we will take a detailed look at how to set up alerts, how to take advantage of some of the different options, and prove real-world examples of how alerts can help you be proactive in your business.

Join this session to learn how to optimize your business processes through the thoughtful use of Robotic Process Automation (RPA) software, Chatbot technology, and other tools. When it comes to emerging technology, one size does not fit all – so we will identify the strengths and weaknesses of RPA and Chatbots, as well as detail the difference between process automation and process acceleration. We’ll showcase opportunities within your organization to automate low value-add repetitive tasks with these automation tools.

Oracle Autonomous Database (ADB) is the world’s first autonomous data management system in the cloud to deliver automated patching, upgrades, and tuning – including all routine database maintenance tasks while the system is running, all without human intervention. So what does this really mean to a PeopleSoft customer? How does it benefit you? Come to this session and find out the details on the automation of the database and how it benefits PeopleSoft customers.

Join us for a PeopleSoft Test Framework and Testing Grounds demo. We will feature a case study of it’s successful implementation at the largest healthcare system in New Jersey. PeopleSoft Testing Grounds is a bolt-on extension to PTF built within the PeopleTools framework. It provides features aimed at addressing gaps in the PTF tool and enhancing it with additional features, to make the test execution and reporting process efficient.

Features include:
-Standard PeopleSoft PIA Fluid User Interface
-Ability to review all available test scripts and end-to-end test scenarios
-Ability to create and execute new testing events
-Accept pre-defined variable test data or update values with user-defined variable data
-Print step-by-step test instructions for any script
-Kick off the testing event
-Review testing results at a summary or detail level
-Drill down to test evidence reports to evaluate test failures
-Provide test evidence reports for audit compliance

Lessons Learned 24 months since going live with PeopleSoft on OCI. SpearMC is presenting on original goals, objectives met, shortfalls, and lessons learned. Children’s Hospital of Wisconsin’s (CHW) outdated PeopleSoft application posed significant risks and was requiring more and more budget to maintain. In November 2019, thanks to a quick, affordable lift-and-shift upgrade to PeopleSoft on Oracle Cloud Infrastructure (OCI), CHW saved time, lowered the total cost of ownership and reduced risk, all while transforming their IT organization from a cost center to a value provider.
•CHALLENGE PRESENTED: CHW’s aging infrastructure lacked a Disaster Recovery solution and was no longer actively supported with vendor upgrades, patches and technical support.
•LESSONS LEARNED: Provided on-site employee training on OCI, PeopleSoft Cloud Manager, OCI Maintenance, PeopleSoft Update Manager, PeopleSoft Integration Tools, plus important considerations and best practices
•HOW WE HELPED CHW SUCCEED: Provided on-site employee training on OCI, PeopleSoft Cloud Manager, OCI Maintenance, PeopleSoft Update Manager, PeopleSoft Integration Tools, plus important considerations and best practices
•ON-GOING AUTOMATED TESTING: We are in Year #2 of Testing as a Service. Built a PTF library of automated test scripts using the PeopleSoft Test Framework for fast future updates.

You’re interested in PICASO and you know how valuable a conversational digital assistant would be for your organization, but you’re not sure what’s involved. How do you configure the skills to meet your organizations need? We will look under the covers of the PeopleSoft Digital Assistant, PICASO and show you the power and the ease you have getting the digital assistant tuned for your organization.

This session will walk users through a step-by-step guide on how to create custom tile including status bar for a quick and easy way to see leave balances. Similar to actionable status bar tiles like the ones Oracle delivers with ESS T&L, the presentation will show how developers can create similar tiles for their own use.

Visualization of data is key to giving your uses insight to the information they need and Kibana is a great way to do that. But how do you get started. In this session we’ll look at how to deploy delivered Kibana analytics as well as how you can use Kibana to build your own.

Introduction to integrations in PeopleSoft including file transfer, SOAP services and REST services.

Elastic Search is going to be the only Search Engine supported by Oracle PeopleSoft going forward. It comes in Gen-Next Era of Fluid/Mobile technology.
This session it explores: the setup and installation on server, configuration from PeopleSoft, Setup of Integration, Deploying & Crawling & Search Configuration on Fluid Components as well. Using ACM templates to create and maintain elastic search.

Everyone has back button experiences and opinions. Joy when it works. Confusion when it takes you somewhere unexpected. Frustration when absent. The University of Minnesota upgraded to PeopleTools 8.56 and fluid user interface in the spring 2019. This was proceeded by a lengthy technical and functional project including fluid tiles, fluid navigation collections, Unified Navigation, and much time understanding and modifying back button behavior. This research and effort produced reliable and predictable back button behavior. Kick the back button blues (not the St. Louis Blues) and always get back to where you once belonged.

PeopleSoft Chatbots offer a transformative user experience to employees and even greater value to companies by reducing the training and service desk costs. Learn the methodical process of getting PeopleSoft delivered chatbots production ready by following these 5 simple steps:
1.Enrich the delivered “intents” with customer specific data and diverse “utterances”
2.Extend Chatbot capability with custom “intents”
3.Build a library of “Question and Answers” that can effectively address majority of user queries
4.Enhance the “dialog flow” using the rich features of ODA platform
5.Optimize the Chatbot response and effectiveness by leveraging the in-depth usage insights of ODA platform

With new features added regularly, PeopleTools gets better every release. In this session, developers will learn tips and techniques to build better solutions faster! Topics include Fluid, Integration, and Configuration. From PeopleCode to Java to JavaScript, learn techniques to help you leverage the entire PeopleSoft stack.

With PeopleSoft Health Center you can to monitor the health of your PeopleSoft application by providing historical and real-time analysis of performance and load. The PeopleSoft Health Center can be used for self-monitoring of an application or for multiple systems in a single monitoring system. From PeopleTools 8.58, PeopleSoft Health Center uses Logstash to collect data and uses Kibana to display visualizations and dashboards, which are based on Elasticsearch indexes specific for Health Center. We will look at how Health Center can become a light weight part of your operations management.

PeopleSoft Interaction Hub, aka the Portal, isn’t going anywhere, but it’s also not changing either. And ERPA clients in the higher education and public sectors have seen success in utilizing Fluid to replace the Portal, resulting in a purpose-built, role-specific central hub that enables easy replacement and rollout of new Fluid-based components. In this session learn the hows and whys of Fluid in lieu of Interaction Hub, and how your organization will realize immediate benefits.

Work with images in PeopleTools. Design Time images such as branding, logos and icons. User Uploaded Images such as employee and asset photos Use both images in a fluid page.

Florida State University (FSU) implemented the PeopleSoft Approval Workflow Engine (AWE) on pages and build configurable AWE E-Forms that are drivable by business users from different departments. The presentation will show you how we designed and built configurable AWE e-forms, including AWE Criteria and User List Configuration pages to let business users control the AWE process and approvers.

Oracle has been making tremendous investments in the ability to configure and personalize PeopleSoft while allowing you to eliminate customizations. Whether your organization extends this ability to super users, end users or keeps it within the IT department, this webinar will demonstrate how to create a Fluid Home Page, Fluid Navigation Collections and Fluid Pivot Grids. You will learn how to personalize Fluid and Classic Work Centers as well as how to leverage the page and field configurator to alter page content.

Elire will present paths to unlocking the maximum value of your PeopleSoft footprint through the evaluation of your current customizations. We’ll provide tools and templates for identification, categorization, and effort tracking to meet your organizational needs while promoting a consistent and best practice PUM strategy. We’ll also discuss the movement of customizations out of your delivered environment using PeopleTools 8.58 techniques that minimize PUM Impact and move toward a world where your organization looks forward to the next PUM update rather than dreading it!

Organizations have invested heavily in features like MFA and user education but are still subjected to ransomware and other threats. We will be looking at other features which can be put in place as evolving technology provides more granular protection.

Using Kibana for your reporting is very powerful but was limited to the data in your PeopleSoft Applications. Now, with PeopleTools 8.59 you have the ability to integrate external data to make your reports more complete. This session will walk you through the External Data Integration feature delivered in 8.59.

Do you want your users to have a unified, conversational interface to look up personal information, submit actions or request services in PeopleSoft?
Introducing the PeopleSoft Intelligent Chat Assistant from Oracle (PICASO). Join us to learn more about this consolidated, single point access digital assistant where users can enter requests like, ‘show my paycheck’, ‘get my latest expense report’, ‘lookup John’s contact information’ and much more.

Implementing a data visualization tool comes with challenges that are essential to leveraging the ability to cluster key information. This session will highlight the technical aspects of Kibana and Elasticsearch and key use cases in the financial sector to demonstrate the capabilities that can be done for transactions across consumer accounts. This session also will engage the audience with a demo to highlight critical features of the tool.

The PeopleSoft lifecycle process is undergoing renovations to give you more inside into potential conflicts and also help you better manage customization conflicts. At the center of all this is the Customization Repository. This session will look at the new features of the Customization Repository and help you understand how best to use it.

Don’t let your business’ on-premises data center limit your PeopleSoft investment. OCI was designed specifically to support enterprise workloads like PeopleSoft in the cloud. This session will dive into OCI and how it will enhance and enrich PeopleSoft, and will include:
-How OCI provides performance, scalability, availability, and security for PeopleSoft workloads
-Modernize the user experience with our PaaS services.
-Automate your life cycle management and simplify provisioning, patching, upgrades, cloning, and more
-TCO analysis demonstrating up to 46% savings over on-premises environments over three years

With continuous delivery and selective adoption, staying current is critical to customer success. But how can we stay current when we have so many customizations? This session will teach you strategies to reduce your customization footprint and increase organizational value while retaining business-specific differentiators.

Join this open roundtable discussion to learn about Oracle Cloud Infrastructure (OCI) how others are leveraging it! Come share how you and your organization are currently utilizing OCI or what you’re looking forward to in the future.

You have heard about Oracle Cloud Infrastructure, but do you know how PeopleSoft customers benefit from the latest offerings? Attend this session to find out how OCI and complementary technologies like Autonomous Database differentiates OCI from other clouds through unmatched performance, automation and cost savings.

This session is focused on the advanced capabilities included in the latest release. Come to this session to learn how new Field Change events allow you to change the page as the user enters information. Learn how new advanced filtering capabilities streamline the selection of fields. Who maintains the Page and Field Configurator in your organization? Learn how new capabilities allow the technical staff and functional power users to work together more efficiently to create and maintain PFC configurations.

If you are new to the Page and Field Configurator, come to this session to see how it works. When you leave this session you will know how to change your PeopleSoft pages without a customization.

Join us for the meeting of the PeopleSoft Technology Special Interest Group (SIG). The PS Tech SIG is an active, growing community of Quest members whose primary focus is the underlying technical aspects of PeopleSoft. Members of the SIG are typically developers, system administrators, systems analysts, or DBA’s, but all attendees are welcome to attend the meeting and participate in the SIG.

Join this open roundtable discussion to learn about PeopleSoft Test Framework (PTF) and how others are leveraging it! Come share how you and your organization are currently utilizing PTF or what you’re looking forward to implementing in the future.

Ever feel that you’re so snowed under with PeopleSoft transactions that you can’t see the forest for the trees? PeopleSoft has some powerful tools available that can give you the big picture, letting you focus your attention where it is most needed. When those tools let you drill down from insight-heavy graphics to taking action on specific transactions, you have the power to master your workload. BYU has been investing in these visual tools, and we’ll demonstrate them in this session.

BYU partnered with Gideon Taylor to create a pivot grid-based tool that helps users see what’s happening across thousands of PeopleSoft eForm transactions. Related Actions let users drill into the transactions themselves, send emails to participants, and leverage administrative tools, all conditioned on user security.

We will also review other visualization tools available in PeopleSoft, including Simplified Analytics, Fluid Dashboards, Oracle JET, and Kibana.

Join this open roundtable discussion to learn about what PeopleTools 8.59 features and functionality that other users are leveraging! Come share how you and your organization are currently utilizing PeopleTools 8.59 or what you’re looking forward to implementing in the future.

PeopleTools 8.59 has added a host of new features, and Real Time Indexing is one that you will being seeing in the PeopleSoft Applications. New and updated data can show up nearly instantaneously in a search with PeopleTools 8.59. Come to this session to find out how it works, and to take advantage of this powerful new feature.

PeopleTools 8.59 is now available and with it come some exciting new changes with the User Interface. There is a more prominent and efficient use of Search as a primary means of navigation, redesigned Home Pages, improved notifications, and a new Quick Access bar and more. Come to this session to hear Oracle Ace Jim Marion describe how your organization can benefit.

PeopleSoft Deployment Packages (DPKs) have had a number of enhancements added to PeopleTools 8.59. The new DPKs make it easier to apply Critical Patch Updates. Did you know that DPKs can now be applied to existing environments? Attend this session to learn about all the new changes, including how Relocatable Puppet has been enhanced in PT 8.59. Arm yourself with the information you need to ensure a smooth PeopleTools 8.59 upgrade.

There are a number of new features that have been delivered in PT 8.59 that you’ve heard about throughout the RECONNECT conference. There’s a lot to take in, and you may still have some questions at the end of the conference. This is the session for you! The PeopleTools Product Management team, along with a special guest or two, will be ready to answer your questions on PT 8.59 and hear your feedback. What’ your favorite enhancement?? Which one did we miss? Bring your perspective to this interactive Q&A session.

The features that Oracle has provided in PeopleSoft Cloud Manager can reduce your IT costs on a daily basis. This session will show you how to put Policy Manager to work for you, based on a schedule and/or events. Want to automate new PUM imgage availability? Want to see the other new features in image 12? Want a peek of the next wave of enhancements planned for image 13? Attend this session to see some great demos of Cloud Manager in action, and find out about some of the capabilities coming in image 13.

PeopleSoft Cloud Manager is a free application that is available to all PeopleSoft customers. It does require an Oracle Cloud Infrastructure subscription. Don’t have one? No worries, we’ve got you covered! You can take advantage of Oracle Live Labs to try it out when you get back to the office with a free trial. Come to this session and see you can use the automation of Cloud Manager to simplify your PeopleSoft operations while saving money at the same time.

Our online Rules Engine allows personalized system warnings and errors in PeopleSoft components without a developer, migration or customization. Our Rules Engine is a PeopleSoft bolt on tool leveraging PeopleCode Event mapping and java script to trap the edit with a configurable front end allowing functional administration and maintenance. During the session we will review the simple online configuration tool to build out a rule using information in the component buffer, queries, or defined variables. Once the rule is created, we will walk through how it is called on save or field changes as needed using our rule mapping Event Mapping service.

Many processes in PeopleSoft aren’t as user friendly as users would like. We’ll show you how you can utilize the SmartWizard Questionnaire tool to simplify ANY process in PeopleSoft by configuring questions along with matching responses and data fields.

Join this session to hear real-life examples of how customers are leveraging Kibana and hear a deep dive use case that showcases tangible benefits to attendees. The purpose of this presentation is to educate PeopleSoft customers with the data visualization, dashboarding, and analytical capabilities now available with Kibana and PeopleTools 8.58.

PeopleSoft has always been a great transactional system, but the embedded reporting capabilities have typically fallen short in function, performance, visualization, and/or usability. With Kibana, hear how a customer now has a user-friendly option for analytical reporting and interactive dashboards within PeopleSoft. “The Road to Kibana: will take the audience on a journey from identifying a reporting need to building content then concluding with a dashboard that SpearMC has built to support our customers.

“The Cloud,” a simple term with so many interpretations. PeopleSoft users considering a move to the cloud have many options. What cloud, what do I move and what value will I get by making the move? This session will provide an executive level view of what cloud options are available for PeopleSoft, things to consider when making the move and what you can expect once you make the move. We will share perspectives from customers that have made the move, that are currently in the process of moving and that are evaluating if they should move. It is not a one-size-fits-all decision and having realistic expectations is an important first step. This is not a technical presentation or a step by step guide to the cloud, but is designed to help managers and executives navigate the hype and options when considering a move to the cloud.

Improve your image – both your PUM Image Application Process and your image with customers after a speedy and successful upgrade. Learn how the University of Minnesota’s PeopleSoft Administrators and Application Development teams manage Images. See and hear how their techniques have refined their image application process. Tools and techniques demonstrated will be available for download after the session. Complete presentation available upon request.

Imagine the joy on your users’ faces if they could respond to a workflow request by simply clicking “APPROVE” or “DENY” within an email notification. You deliver that kind of efficiency and you’ve just become the CEO’s favorite.
You may know that PeopleSoft has a delivered email-based approval feature. It, um… well, it has some challenges, bless its heart. We’ll take a look at it and how its shortcomings helped inspire a better way.

So, hold on to your seats! We’ll share the death-defying challenges of SECURE email-based approvals and a successful strategy used by other PeopleSoft customers to deliver this holy grail of workflow automation featuring PeopleSoft security and the GT eForms bolt-on. Popcorn encouraged. 3D glasses optional.

At RECONNECT Envision, we looked at how to implement and use HR Notifications to send targeted employees an email, notifications, or announcement. While HR Notifications can target specific employees, it can’t send a detailed message, like “Your time on July 21 is in error because” or “You need to approve time for EE 12345.” But we can use another tool, Alert Framework, for the more detailed, targeted messages we need to send.
Join us to learn how easy it is to send these messages via email and notification!

HHC’s diverse employee population includes multiple unions, positions, locations, and other employee attributes that make these processes uniquely complex. Using the GT eForms bolt-on for PeopleSoft, we implemented a single form that automates a wide range of job change actions (and dozens of different action/reason combinations), incorporating rule-based logic to manage the unique requirements of each employee type and change request: job codes, departments, locations, supervisors, pay, per diems, standard hours, and more. The results? Faster processing, fewer errors, a dramatically simplified user experience, and a 60% reduction in work effort. Join us as we walk through our automation of the Job Change processes, and discuss what else is on our radar for HR forms automation in PeopleSoft 9.2.

This presentation will provide insight on researching, planning, and implementing a Tools upgrade and Get-Current simultaneously. We will discuss how we had to use various tools and resources used to research new functionality, known upgrade issues, and troubleshooting. We will also cover how we created a flexible project plan that staggers Tools and Get-Current implementation and validation, so we could more easily troubleshoot any possible issues that may arise and from where they originated. Additionally, we will go over the implementation steps such as comparing environments, checking change assistant logs, new functionality rollout examples and finally lessons learned throughout the project.

Explain all the Lessons learned of the City of Raleigh how it had been working on the City specific ePerformance enhancements while implementing a new PeopleSoft HCM PUM Image.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application and data from internal and remote users, which can include thousands of third-party service providers combined with a constant flow of requests for changes to existing levels of access from that massive user community. On top of that challenge, they must manage potential security breaches from hackers attempting to gain unauthorized access to systems and data. Additionally, they must maintain effective data privacy controls for various regulatory compliance obligations. Together this creates an atmosphere of constant battling to maintain effective data security and data privacy controls to mitigate the organization’s risk exposure.
Some people mistakenly think data security and data privacy are the same things, but different terms. During this session, we will properly define the two terms, discuss challenges that organizations are facing to maintain effective data security and data privacy, discuss some of the leading practices to maintain effective data security and data privacy, which will include how to achieve a common control framework. Finally, we will discuss the Appsian Security Platform’s ability to enables the use of a zero-trust, always verify, security model, enabling SSO and MFA integration with your PeopleSoft application and add another layer of security by leveraging combinations of contextual attributes to maintain effective data security and privacy control (e.g., IP address, time of day, location, whether the device meets your security policy requirements, max dollar amounts, etc.) before establishing trust and granting access to transactions and data.
Your security teams can leverage the Appsian Security Platform’s dynamic zero-trust security model to:
-Enable layers of adaptive data security and data privacy controls to provide effective identification, protection, detection, response, and recovery control capabilities.
-Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.
-Enforce multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
-Force MFA challenges at page and field levels, and as users move to different applications.
-Monitoring user behavior to identify and report anomalies and threats.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application from on-site and remote/hybrid users. On top of that challenge, they must manage potential security threats like phishing, ransomware, and data exfiltration from hackers. Together this creates an atmosphere of constant battling to detect and respond to intentional and unintentional threats to the organization.
In their latest report, “A Practical Guide to Zero Trust Implementation,” Forrester recommends the Zero Trust security model (aka. “never trust, always verify”) to provide an extra layer of security beyond the traditional perimeter-based security. Due to increasing digital transformation and the COVID-19 pandemic, Zero Trust is rapidly becoming the security model of choice for many organizations. However, implementing effective Zero Trust can be challenging for organizations.
Join Greg Wendt, Executive Director of Security at Appsian Security as he discusses why and how PeopleSoft customers can enable the use of Zero Trust in PeopleSoft.
Session attendees will learn how to:
•Enforce dynamic multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
•Force MFA challenges at page and field levels, and as users move to different applications.
•Implement continuous monitoring of user behavior to identify and report user anomalies and threats.
•Perform an effective risk analysis for identification, protection, detection, response, and recovery control capabilities.
•Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.

During the early stages of the pandemic, we needed our employees to feel safe and protected while continuing to operate in our offices and in the field. From daily health checks to COVID incidents and now vaccinations, we turned to PeopleSoft to handle all our tracking and reporting needs to make critical business decisions.

Have you been given a mandate to ‘Go Cloud’? Do you think PeopleSoft is just a legacy application like green screens? Well, PeopleSoft isn’t ready to go the way of the dodo bird. It’s still the Cadillac of functionality. With the recent introduction of many new features and technology such as Fluid, Selective Adoption, PeopleSoft Test Framework, Event Mapping and Cloud Manager, AND new features and tools such as Kibana and Search Navigation, PeopleSoft is now the most modern and functional system available. We’ll show you why.

Interested in learning how other organizations approach complex asset management business process requirements? Join us for a round table discussion with an Oracle strategist surrounding asset management. We’ll explore opportunities for process improvements using delivered functionality. This meeting will serve as the asset management SIG meeting.

Kaiser Permanente has been successful in implementing Fluid and keeping up with PUM updates. Come take a deep dive into the latest Grants enhancements, learn KP’s approach to keeping current, and lessons learned during roll out.

Have you upgraded but did not have the time to evaluate all the new capabilities? With limited resources, it can be challenging to review and evaluate all the new functionality made available in each image. In this session, we will review the new features delivered over the last several years focusing on the features that are additive in nature including tools to update customer contracts, projects and grant awards en masse, attachments, and milestones.

Gaining end-user efficiency does not have to be at the cost of customization! Come and see how to configure and deploy the PeopleSoft Fluid Simple Journal to the mass and gain a positive user experience unique to individual users. Learn how to reduce complexity in data entry using the power of the configurable journal template. In addition, learn how to scale with user security.

During our PUM Upgrade from 9.2.11 to 9.2.34, I discovered that the Banking/Cash Management world was turned upside down. New Rules, new ways of configuring things, and not a lot of direction. Plus, our Payroll/HRMS system upgraded and interfaced to PeopleSoft, adding an additional layer of integration excitement.

Learn what PeopleSoft Asset Management can do for your organization. This session will highlight functionality often overlooked as organizations adapt to change. We’ll share information that will allow you to learn how delivered and planned features can help your organization accelerate the asset management business process. We’ll highlight features that may help reduce customization and business process workarounds. We will provide valuable informationthat hopefully will provide you with the business case for an upgrade or implementation to the latest version of Asset Management.

Customers need efficiencies and control in financial operations. Processing financial activity is time critical within and across the financial periods. PeopleSoft Financials has delivered two frameworks across the ERP that support these objectives. This session provides a deep dive into the two Run Control frameworks. One is the Run Control Date Update and the second is the Run Control Management framework focused on the ability to delete the run controls.

Have you heard of Kibana, the new reporting capability that complements your current reporting strategy for your Financial user community? Come and see how you can leverage the delivered GL operational analytics to gain actionable insights in resources management and cost reduction. Come and share the reporting needs that you can roll out to your organization. And take away with how you can dazzle your users with powerful visualizations and build your analytics.

The PeopleSoft General Ledger SIG aims to:
-Facilitate understanding of current GL Functionality
-Have a direct voice to PeopleSoft for future products/enhancements
-Idea Space on My Oracle Support
-Provide a network for the GL SIG members
Agenda:
-9.2 Issues/Successes
-Open Discussion
-Issues
-Successes
-Hot Topics
-PUMs
-Other General Ledger related topics

Organizations are under constant pressure to reduce operational cost and continually increase staff’s productivity. Customers need to support their organization goals and the needs of their customers. Attend this session to hear how you can leverage the PeopleSoft Forms and Approval builder to have customer invoices your way. Come and learn how you can make invoice entry your simple way and move that data into PeopleSoft Billing easily.

If it feels like the way your organization processes invoices these days is risky, you are not alone. The Internal Revenue Service (IRS), numerous State Attorneys General, and other government agencies are sounding the alarm that phishing schemes and Business E-Mail Compromise (BEC) attacks are on the rise and could target your finance operations. The operational disruptions caused by Work from Home (WFH) arrangements have widened accounts payable vulnerabilities that are too tempting for fraudsters to pass up.

Accounts Receivables is often the largest asset on a company’s balance sheet and critical to its financial health. Collectors make lot of effort to collect the outstanding payments. PeopleSoft supports faster collections through varied payment methods such credit cards, direct debit, eCheck, pay pal for customers to choose from. Customers have asked for greater flexibility in the collections process. PeopleSoft Accounts Receivable has extemded the collection process by providing for payment plans that allows customers’ customers to make outstanding payments in installments. With this capability, collectors can negotiate payment plans and speed up the collection process to align to corporate collection policies. This session will showcase the new capability through the flows of Accounts Receivable.

Intelligent automation in PeopleSoft Accounts Payable and HR processes can remove inefficiencies across the process lifecycle and expedite the delivery of critical information to decision-makers. It can eliminate errors that increase costs and impact relations with your vendors and employees. It can make your core business processes smarter.

Jefferson Health is working towards streamlining one of the most critical Accounts Payable Match Exception business processes.
In this presentation, we will share our journey and effort to optimize Match Exceptions. Some of the topics that will be covered but not limited to root causes of common exceptions, Hand-off workflow documents to show how each area is engaged in exception resolution, and some relevant areas. We will present how Jefferson has taken advantage of delivered Match Workbench to assign, track and report on Match Exception rules across our functional teams such as Purchasing, Strategic Sourcing, Receiving, and Accounts Payable.

We will demonstrate how we used Match Exception workbench in Accounts Payable WorkCentre to Assign Match Exception to the concerned functional team among the 4 teams. Assign Match Exception to the Business Users within the assigned team who will solely be responsible for working towards a resolution for the exception and thereby clear it from their Match Workbench assignment queue. Handshake Match Exception between the functional teams. If needed, business users can assign Match Exceptions to other teams for their assistance. Comments, Attachments can be shared with them too. Pivot Grids displaying the amount of Match Exception vouchers to each Team, Business Users.

This roundtable session will allow users to discuss multi-currency items as it pertains to the Financials modules.

Recently, Jefferson has implemented the delivered Payment Request feature to process Non-PO invoices. Payment Request has brought visibility, accountability, and transparency to this whole Non-PO invoicing process.
This presentation will share the configuration, productive enhancements, and HR Approval Integration. We were using the paper-based process starting from submission, Approval to the AP team keying in the vouchers manually. We had thousands of invoices per week/month. A huge pile of paper-based invoices for 18 hospitals. Now we are leveraging Payment Request AWE for approval, and not only that we are also using an integrated solution to pull HR supervisor for an employee. Our departments are super happy when they can track the full life cycle of their submissions. Approval is happening online and they can track their reimbursements from submission to payment. You can track comments/notes on the requests. Huge win since a lot of times these conversations were happening on paper or emails. We are working to further optimize our workflow to leverage HR to host the approval hierarchy by divisions.

This session targets PeopleSoft Financial users, where we will share and discuss hot topics in the PeopleSoft financial community. This is an opportunity to network with your peers, ask questions, and share your ideas.

With a population of over 1.2 million residents, Hennepin County recently undertook a project to use PeopleSoft-based eForms for county services. As COVID changed the way we operated our services, we needed to respond quickly to a new service delivery method. Rather than visiting DMV offices, sending in paperwork, or filling out PDFs online, residents can now safely and efficiently renew license tabs, request duplicate registrations and titles, and register automobiles, ATVs, boats, and snowmobiles through dynamic, interactive eForms…all without leaving their home or office!
Residents can create their own account via a public portal to conduct business with the County, and then access a menu of PeopleSoft-based GT eForms on a secure customer portal. The County also used PeopleSoft eBilling to accept payment for the services which allowed for easy payment application and bank reconciliation.

Every organization is looking to increase efficiency and reduce operational costs by simplifying and reducing the number of steps required resolving match exceptions. PeopleSoft Payables provides a robust matching solution, which delivers up to four-way matching with configurable rules and flexible resolution actions through a robust match exception workbench. Customers need more productivity in this process, which includes collaboration between Payables and non-Payables users to review and respond to match exceptions, while maintaining segregation of duties. Come to this session and get the step by step configuration and use of the now delivered Match Exception Collaboration Center, a single place for the different stakeholders involved in resolving invoice exceptions. Take a look at the powerful configuration that allows your organization to assign the exceptions making way for actionable plans to clear the exceptions and recognize supplier discounts.

These are unprecedented times for accounts payable departments. Established processes and procedures have been turned upside down. As staff continue to work from home, and the recession continues, finding new ways of working and delivering value to the enterprise will be key to navigating the challenges that lie ahead. Join us to learn the biggest trends that accounts payable leaders will face in the new business environments, and the steps they should take to address them.

Learn how PeopleSoft Lease Administration can help your institution adapt to business process and accounting changes. This session will highlight features intended to address a variety of use cases. Learn how delivered and planned features can help your organization manage leases effectively, simplify the lease data process and understand what benefits can be derived from an upgrade or implementation of the latest Lease Administration capabilities.

Hays Specialist Recruitment have been using PeopleSoft for 12 years and during that time have developed and deployed numerous system automation solutions. However, there was still a large number of processes that involved manual, rules based human workflows…could RPA be the next layer of automation? This presentation will share the Hays RPA journey, showcasing the methodology adopted, talk about the POCs that have been developed and how these have enabled a transformational approach to RPA. The session will talk about use cases in Finance in areas such as Time Entry, Cash Allocation and Billing as well as HCM core processes such as onboarding. Hays will share what has worked well and also highlight what PeopleSoft teams need to cater for to ensure the initiative is a success.

Our AP department wanted to prove their staff was productive while working from home during COVID and to provide a case for permanent work from home. An AP Dashboard was created to provide analytics on voucher and vendor activity by user in order make their case and track productivity.

We needed to re-implement the interfaces with our imaging system. Our initial approach was to create web services for the vendor to call for most along with a custom app engine for an extract. We were able to leverage Date Export Import Utility and Reporting Web Services to provide the needed information with minimal development.

Page Composer allows you to modify fluid approval pages without customization. I will demonstrate how we used page composer to add a field to the Expense Approval page based on a user’s request.

This popular session has been updated to reflect recent enhancements to integrate PeopleSoft Expenses with Google Maps at Hackensack Meridian Health (HMH). HMH expanded its suite of integrated PeopleSoft products by implementing the PeopleSoft Expenses, replacing a legacy Expensibles product. Upon final rollout, up to 30,000 team members will be able to create pre-travel authorizations, enter expense reports, and submit/approve via mobile devices. HMH implemented native mobile functionality designed specifically for its expense capture and approval demands. Written in pure Fluid architecture, PeopleSoft allows easy configuration of mobile content, with an extensible framework to accommodate unique processes and configurations. Working tightly with systems integrator SpearMC, the solution implemented simplifies HMH expense reporting, helping team members stay on top of receipts and submit timely expense reports, while also helping accounting tighten its expense cycles.

Contract entry has become a very long and daunting process as our customer contracts are getting more complicated. To address this challenge, we implemented a csv file upload process to create contracts utilizing Component Interface. The new process has saved our company many hours of manual work every month. This presentation will discuss why we needed to implement the new process and show how we got it done.

Hays have what Oracle describe as one of the most complex PeopleSoft set ups in Europe. Attend this session to see how they planned and delivered an update that included an uplift of PeopleSoft images in Finance and HCM from PI18 to PI34, upgraded PeopleTools from 8.55 to 8.58. moved to the latest Oracle database 19c and introduced features such as Fluid. All while their whole IT and business staff were working at home during the COVID-19 lockdown.

Elire and Saint Paul Public Schools (SPPS) are underway with the upgrade from SPPS’s current 9.1 FSCM/HCM Systems to PeopleSoft 9.2 FSCM (PUM 39) and PeopleSoft 9.2 HCM (PUM 37). This project’s goal is for Saint Paul Public Schools and Elire to implement best practices solutions by reviewing business process decisions, removing outdated system modifications, and leveraging new and improved functionality.
SPPS and the Elire Upgrade were also chosen to participate in an exclusive pilot group that is allowed to implement PeopleTools 8.59. As a part of this pilot, SPPS and Elire are working closely with Oracle to roll out the latest and greatest upgrade tools. This will allow the project team to maximize features and tools used to support SPPS.
This case study will focus on SPPS’s upgrade considerations, new feature and enhancement selections, process improvement initiatives, and PeopleTools 8.59 consideration.

There are a number of new features that have been delivered in FSCM that you’ve heard about throughout the RECONNECT conference. Theres a lot to take in, and you may still have some questions at the end of the conference. This is the session for you!
The FSCM Product Management team along with some special guests will be ready to answer your questions new Features and hear your feedback. What’s your favorite enhancement?? Which one did we miss? Bring your perspective to this interactive Q&A session.

Designed to accelerate user learning and adoption through step-by-step transaction guides, Oracle Guided Learning (OGL) features can also be used to manage change communications, introduce new products and features, and so much more. This session will cover how Kaiser Permanente leverages each of the Oracle Guided Learning (OGL) features in a raise awareness, support business processes and more.

Join this open roundtable discussion to learn about what FSCM features and functionality that other users are leveraging! Come share how you and your organization are currently utilizing FSCM features and functionality or what you’re looking forward to implementing in the future.

Join Pratap Madgula, Director of Innovation and Implementation at Kaiser Permanente, to hear about emerging technologies like RPA, chatbots, machine learning, AI, and Oracle Analytics Cloud Services and how Kaiser Permanente utilizes them.

Conversational Interfaces have been around for a long time. With PeopleSoft Chatbots, organizations can now take an internal support function and automate it through a Chatbot. We’ll look at how chatbots work, the delivered Oracle chatbots, how to build your own, pricing, and Oracle use cases.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application and data from internal and remote users, which can include thousands of third-party service providers combined with a constant flow of requests for changes to existing levels of access from that massive user community. On top of that challenge, they must manage potential security breaches from hackers attempting to gain unauthorized access to systems and data. Additionally, they must maintain effective data privacy controls for various regulatory compliance obligations. Together this creates an atmosphere of constant battling to maintain effective data security and data privacy controls to mitigate the organization’s risk exposure.
Some people mistakenly think data security and data privacy are the same things, but different terms. During this session, we will properly define the two terms, discuss challenges that organizations are facing to maintain effective data security and data privacy, discuss some of the leading practices to maintain effective data security and data privacy, which will include how to achieve a common control framework. Finally, we will discuss the Appsian Security Platform’s ability to enables the use of a zero-trust, always verify, security model, enabling SSO and MFA integration with your PeopleSoft application and add another layer of security by leveraging combinations of contextual attributes to maintain effective data security and privacy control (e.g., IP address, time of day, location, whether the device meets your security policy requirements, max dollar amounts, etc.) before establishing trust and granting access to transactions and data.
Your security teams can leverage the Appsian Security Platform’s dynamic zero-trust security model to:
-Enable layers of adaptive data security and data privacy controls to provide effective identification, protection, detection, response, and recovery control capabilities.
-Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.
-Enforce multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
-Force MFA challenges at page and field levels, and as users move to different applications.
-Monitoring user behavior to identify and report anomalies and threats.

Organizations are managing a daunting task to safeguard access to their PeopleSoft application from on-site and remote/hybrid users. On top of that challenge, they must manage potential security threats like phishing, ransomware, and data exfiltration from hackers. Together this creates an atmosphere of constant battling to detect and respond to intentional and unintentional threats to the organization.
In their latest report, “A Practical Guide to Zero Trust Implementation,” Forrester recommends the Zero Trust security model (aka. “never trust, always verify”) to provide an extra layer of security beyond the traditional perimeter-based security. Due to increasing digital transformation and the COVID-19 pandemic, Zero Trust is rapidly becoming the security model of choice for many organizations. However, implementing effective Zero Trust can be challenging for organizations.
Join Greg Wendt, Executive Director of Security at Appsian Security as he discusses why and how PeopleSoft customers can enable the use of Zero Trust in PeopleSoft.
Session attendees will learn how to:
•Enforce dynamic multi-factor authentication for partial or full access to sensitive PeopleSoft transactions and data.
•Force MFA challenges at page and field levels, and as users move to different applications.
•Implement continuous monitoring of user behavior to identify and report user anomalies and threats.
•Perform an effective risk analysis for identification, protection, detection, response, and recovery control capabilities.
•Enable effective preventative control capabilities like dynamic data masking at the transaction and data levels.

During the early stages of the pandemic, we needed our employees to feel safe and protected while continuing to operate in our offices and in the field. From daily health checks to COVID incidents and now vaccinations, we turned to PeopleSoft to handle all our tracking and reporting needs to make critical business decisions.

Have you been given a mandate to ‘Go Cloud’? Do you think PeopleSoft is just a legacy application like green screens? Well, PeopleSoft isn’t ready to go the way of the dodo bird. It’s still the Cadillac of functionality. With the recent introduction of many new features and technology such as Fluid, Selective Adoption, PeopleSoft Test Framework, Event Mapping and Cloud Manager, AND new features and tools such as Kibana and Search Navigation, PeopleSoft is now the most modern and functional system available. We’ll show you why.

There are a number of new features that have been delivered in FSCM that you’ve heard about throughout the RECONNECT conference. Theres a lot to take in, and you may still have some questions at the end of the conference. This is the session for you!
The FSCM Product Management team along with some special guests will be ready to answer your questions new Features and hear your feedback. What’s your favorite enhancement?? Which one did we miss? Bring your perspective to this interactive Q&A session.

There are many customizations and optimizations that different organizations deploy in Peoplesoft to ensure that supply chain operations run efficiently and meet the needs of all stakeholders.
Here are some of the key optimizations deployed to PeopleSoft Inventory to create greater efficiencies for our supply chain teams at Advent Health.
-Upgrading our labeling standards and redesigning Warehouse and Par labels
-Deploying “Related Content” to Define Par Location page
-Using Lot and Expiration date tracking to manage COVID vaccine distribution
-Creating Daily and Weekly checklists for Material Directors and Inventory Managers
-Creating new tools for mass updates of Optimal quantities or Min/Max quantities
-Tracking and distributing COVID PPE supplies

We will discuss how AdventHealth has built a Par Optimization Tool to streamline and automate the process for providing the right inventory with the right quantities in the right place and at the right time. The delivered functionality has been enhanced using PeopleSoft (v9.2/PeopleTools 8.58) to create a customized tool to help manage Par Location costs and product levels across our enterprise. The Par Optimization Tool was built to review the usage of products and to determine if the current ordering values need to be updated or optimized to ensure accurate levels are kept within a specified Par. This tool helps Supply Chain Par Maintainers ensure there is a standard process for calculations along with a central work area without having to navigate to multiple locations within PeopleSoft.

In this presentation and demo, understand the features, capabilities and value of enabling your supply chain suppliers the ability of self service. Self service inclusive of updating supplier contact information, participating in on line sourcing bids, collaborative contract negotiations, invoice updates/creation and analytics.

Since 2014 AdventHealth has converted over 30 warehouses from their legacy inventory systems to PeopleSoft Inventory. Many of the facilities range in different sizes, states, services offered and inventory operations, where each one had their own business processes. During this presentation I will discuss the process of how the iSynergy Supply Chain/Inventory Team made the transition using the same techniques for each warehouse. I will also review a daily/weekly/monthly operational tasks checklist which helps the new users organize their responsibilities and processes.

Designed to accelerate user learning and adoption through step-by-step transaction guides, Oracle Guided Learning (OGL) features can also be used to manage change communications, introduce new products and features, and so much more. This session will cover how Kaiser Permanente leverages each of the Oracle Guided Learning (OGL) features in a raise awareness, support business processes and more.

Join this open roundtable discussion to learn about what FSCM features and functionality that other users are leveraging! Come share how you and your organization are currently utilizing FSCM features and functionality or what you’re looking forward to implementing in the future.

Join Pratap Madgula, Director of Innovation and Implementation at Kaiser Permanente, to hear about emerging technologies like RPA, chatbots, machine learning, AI, and Oracle Analytics Cloud Services and how Kaiser Permanente utilizes them.

Conversational Interfaces have been around for a long time. With PeopleSoft Chatbots, organizations can now take an internal support function and automate it through a Chatbot. We’ll look at how chatbots work, the delivered Oracle chatbots, how to build your own, pricing, and Oracle use cases.