Western Michigan University uses an automated system to request and approve the following personnel appointments and transactions: incidental pay, temporary appointment and student appointment.
PeopleSoft 9.2 Navigation
See the PeopleSoft Systems 9.2 Upgrade website for further details regarding new navigation. Below are the new user guides for the 9.2 version.
How to disable a particular PeopleSoft Workflow Activity/Event? This solution is applicable for PeopleTools version 8.4x including 8.44, 8.48, 8.49. I am not sure about other versions of PeopleSoft and I firmly believe the other versions of PeopleTools will also behave the same way. There are three methods that we could do it.
- PeopleSoft Enterprise SCM eProcurement - Version 9.1 to 9.2 Release 9 Information in this document applies to any platform. Requisitions are not routing to the correct Approver when there is a Skipped Approver in the workflow, regardless of the Approval Criteria of the next Approver in the workflow.
- PeopleSoft v9.2 General Ledger Financials Supply Chain Management (FSCM) GL Workflow Overview.
- Delivers best-in-class solutions that are simpler and more intuitive, functionally robust and cost effective to manage.
- Though the changes are small, you will want to consider how they affect your workflow. In PeopleSoft 9.2, you now have two methods for navigation in the top menu bar of your homepage. The main drop-down menu: continues to be on the upper left side of the home screen.
Resources
- PSHR electronic workflow: user guide - PeopleSoft 9.2 version
- PSHR electronic workflow: user guide - reports - PeopleSoft 9.2 version
Manager Self Service
Coming October 2019 HR will rollout the initial phase of Manager Self Service, hourly student and graduate student transactions. Manager Self Service (MSS) is a PeopleSoft web-based application designed to assist managers with their employee-related tasks. It is PAPERLESS PROCESSING. MSS is available 24 hours-a-day providing immediate access to the manager’s team information.Manager Self Service reduces dependence on HR and Payroll and provides a consolidated view of the manager’s team's data. Departments will no longer need to wait on human resources to enter data once it's submitted, as it will automatically update the PSHR database. Information in Manager Self Service is 'real time' meaning the information is available as soon as it is entered.
Workflow News and Forms Forum
Access the Workflow News and Forms Forum here.
Security Reauthorization
Twice a year in spring and fall semesters you will be asked to re-authorized your systems access. It begins with an email from WMU Registrar Information with a subject pertaining to WMU Systems Re-Authorization has begun. If you are a supervisor, there is a second approval process. It is very critical to complete the re-authorization in order for access to continue. The process only takes a few clicks and we greatly appreciate your compliance.
Being an airline pilot isn’t easy. There’s literally hundreds of things you have to constantly monitor in order to make sure you didn’t miss something important. That’s why it takes thousands of hours of training.
ERP systems are very similar to planes in many respects. The hull is usually made by one manufacturer, but almost all the components come from different vendors and then get plugged together in order to create an operable plane. And, of course, each component is a potential point of failure and maintenance. So to accommodate this there’s a dial in the cockpit for each component, and the pilot is trained to know where to look and what to look for. Most of the time there’s nothing of value to see, but the information keeps coming and coming. Miss something, and bad things happen.
Notably, neither Google nor Apple make planes. If they did there wouldn’t be hundreds of dials in a plane. There would be one. And each component would plug into a notification framework that alerted the pilot only when there was something to do, or something worth seeing.
All you have to do is to look at your smartphone to know this is true. Thousands of apps, one notification framework, one place to look for them.
For many people, using an ERP system sometimes feels like flying a plane. So many things to do, so many places to check – but with no training. It’s no wonder people are frustrated, confused, and that so many things get left undone.
Imagine an ERP system where there was one place to go to see what needs to be done? Wouldn’t that be something.
Unfortunately, software makers went the same route as airplane manufacturers on this, and what resulted was the alert, the notification, the icon badge, the worklist item and more. A cacophony of dials. Information overload, scattered across multiple systems and dashboards.
It’s become apparent that the industry has swung too far to the extreme when it comes to notifying the user. Now every application has its own alerts or worklist. There are so many of them and they are never in a single location. People have been desensitized and now the alert/worklist has lost its meaning (kind of like the car alarm). That is bad for all of us. How do we get back to the promise of a simple, single, to do list?
And now, introducing one more option: PeopleSoft Notifications
Traditionally PeopleSoft uses the Worklist to communicate and track action items for its users. With the latest PeopleTools release, Oracle has introduced something called the “Events and Notifications Framework”. You may have seen screenshots where the labels “Actions” and “Alerts” are used as pictured below. This is all part of the Fluid notification center located under a Flag icon in the header, and adds yet another cool feature for notifying people of things they need to be aware of. And, of course, adds to the challenge of providing a one-stop shop for all notifications.
PeopleSoft Fluid Events and Notifications
So let’s try to clear up the confusion a bit. Many PeopleSoft applications publish workflow. This is a piece of work needing attention from a user. Classic examples are approvals of time off, new job requisitions, employee transfers, and so on. Any workflow item can now be shown as an “Action” in the new PeopleTools’ Notifications. In addition, admins can push ad-hoc FYI items, applications can push FYIs, and AWE can even push an FYI. Not confusing at all now, right? 😉
As of this writing, the PeopleTools Event and Notification framework isn’t deeply documented, but this is just the early days of this feature. Modules like ePay Mobile and Absence Management are using it in 9.2, but there really isn’t enough documentation today to easily build your own notifications. However, it is a very useful tool and if used properly, can add a lot of value.
So how do we fix the UX problem?
One problem is that too many things are alerting us these days. We are all beginning to suffer from Notification Fatigue. It has been reported that the famed 2013 Target Hack actually triggered some alerts in the security admin’s consoles. The problem was that there were so many alerts, the admins had begun to tune them out!
The first step is what we call Alert discipline. Not everything needs to be an alert. This is a classic case of less is more. Once you get your Alert discipline down, the critical next step is to consolidate all alerts and worklists into one place. That is why we built our Alerts & Global Worklist products. They can be deployed in tandem offering the best experience or alone for specific client needs. Now employees, managers, students and faculty can easily see what they have to do and they don’t have to hunt for it. If people know there is one list, they are more likely to stay on top of that list. Linking to a half dozen worklists just doesn’t work.
Introducing IntraSee Alert & Global Worklist Integration with PeopleTools Notifications
Even though PeopleTools’ Event and Notification framework is not widely used today we fully expect it to get a lot of usage in the future. Therefore, we are announcing native integration for it in our IntraSee Alerts and Global Worklist products. Now IntraSee Alerts & Global Worklist deliver on the promise of a one-stop shop for notifications and workflow. When your users log into your site, any alert or worklist item from any PeopleSoft or Cloud system will be shown in a single, consolidated list.
All workflow in one place
Peoplesoft 9.2 Workflow Login
Having one place to go will make usage of your ERP systems as simple as using a smartphone. To see a live demo, please contact us and we’d be happy to show you.