How to Create a Simple PeopleSoft WorkCenter Session ID: 103120

Prepared by: Frederic Portal Ataway Director of Alliance & Strategy

About Ataway|

About Ataway

15 OFFICES

12

NEW YORK I INDIANAPOLIS I SANTIAGO I BUENOS AIRES I SAO PAULO I LONDON I PARIS I JAKARTA I SINGAPORE I HONG KONG I BEIJING I SHANGHAI I SEOUL I TOKYO I MEXICO CITY

COUNTRIES EMPLOYEE HEADCOUNT

35

COUNTRIES WE HAVE DELIVERED SERVICES IN

3 SERVICE CENTERS

2012

2014

2015

290

390

440

GLOBAL EXPERTISE WHO WE SERVE

Ataway serves large multinational and midsize organizations

MULTILINGUAL CONSULTANTS GLOBAL LOCATIONS

About Ataway WHO WE ARE Founded in 2000, Ataway is a global consulting company specializing in back office processes (Finance, HR, Payroll, Procurement & Supply Chain) and Customer Experience as well as Higher Education with Campus Solutions. Ataway is covering the full cycle from process redesign, implementation, global deployment, core systems design, upgrade, rollout, support, training, maintenance and more.

London

Zürich

Paris Madrid

Indianapolis New York

San Francisco

Beijing Shanghai

Miami

Seoul Tokyo Hong Kong

Mexico City Singapore

We are a dynamic and agile firm, focused on delivering quality to our customers wherever they are with our highly skilled and global teams located in 15 business hubs of the world. Our team of more than 440 consultants have been involved in projects in 35+ countries.

Jakarta

Sao Paulo Santiago Buenos Aires Consulting Offices Service Centers Planned Offices

We see our customers as our long-term partners. We lead projects to success by delivering on time, within budget and with outstanding quality. Not only do we listen to our customers, but we also understand them, adapting to their needs and keeping them informed of the project’s progress.

WHAT MAKES US UNIQUE

PEOPLE THAT KNOW YOUR BUSINESS & SUPPORT YOUR CORPORATE VISION.

The combination of our strong expertise, start-up mentality and global presence makes us unique in our industry– resulting in many quality project deliveries and our current robust growth.

Services | Expertise SERVICES WE OFFER.

PRODUCTS WE SPECIALIZE IN.

Ataway sets up services that cover the full scope of consulting,

Ataway is following the evolution of the Enterprise Application

outsourcing and technological needs of back office organization

eco system, creating new practices (Cloud ERP, Cloud HCM,

(HR, Payroll, Finance, SCM). Ataway local consulting teams and

Kronos, etc.) through training and acquisition of expertise in

Ataway services centers are working jointly to provide the

relevant markets, but also maintaining and growing talents in its

expertise as well as the infrastructure to offer these services at

core applications (such as PeopleSoft, E-Business, BPM/SOA,

the best cost and quality level.

SAP, etc.)

Services | Expertise Ataway 360° Framework Defining Processes

Executive Strategy Compliance Project Management Business Process Management

Ataway 360o Framework

Enterprise Application Consulting

Enterprise Application Development Testing Services

Empowering People

Building Systems

SOA Implementation Cloud Enterprise Application Maintenance Enterprise Application Support Services Training Change Management Business Process Outsourcing Process Diagnostic Quality Improvement (PDQI)

ATAWAY PROVIDES AN END-TO-END 360° FRAMEWORK ACROSS VARIOUS SETS OF ON PREMISE AND ON-CLOUD ENTERPRISE SOLUTIONS.

Global Services | Coverage

Buenos Aires

+

Shanghai

+

Eastern Europe (Coming Soon)

Europe

Shanghai

=

Global Support Services

FINANCIALS HCM & PAYROLL CAMPUS SOLUTION SUPPLY CHAIN PROCUREMENT CRM

Buenos Aires

MULTILANGUAGE 24 x 7 x 365 COVERAGE

Why Ataway| Expertise & Global

A

taway is a Global Service provider with consultants capable of intervening and delivering PeopleSoft projects for its customers around the world, including geographies where Ataway does not have offices (e.g. Italy, or the wider APAC). Over the past 2 years, Ataway has been investing heavily, not only in its PeopleSoft practices, but also in Campus Solutions, SOA and BPM capabilities.

Ataway consultants have a strong ERP knowledge base, are fluent in English with global rollout project experience and have the knowhow of working with an international team. Ataway has the expertise in different localizations to meet statutory requirements from national/ regional standards or regulations.

Oracle Platinum Partner Specializations

Why Ataway| •

Ataway is a global Oracle Platinum Partner, since 2000, specialized in back office processes and associated systems (Finance, HR, Supply Chain, Procurement and Payroll) as well as Campus Solutions and CRM applications.

•

Ataway has helped major global corporations to maximize and extend the value of their Oracle systems by leveraging our global presence, product expertise and multilingual consultants.

•

A combination of Onshore, Nearshore and Offshore Services (Shanghai and Buenos Aires) will reduce your project cost and provide you with scalability.

•

Ataway consultants are used to working in global, challenging projects. Our bilingual consultants are used to bridging gaps between countries and cultures.

•

Ataway consultants are proficient in translating industry, local, statutory and client requirements into a solution with limited customization.

•

Ataway’s worldwide locations facilitate not only the delivery of Global Implementation projects, but also the provision of Global Support Services.

SPECIALIZED EXPERTISE. GLOBAL EXPERIENCE.

How to Create a Simple PeopleSoft WorkCenter|

Agenda| • PeopleSoft WorkCenters • Where to Find More Information?

CASH FORECASTING

SES

ACTIVITY GUIDES

LIFE EVENTS

EXPENSES

SELF-SERVICE EPROCUREMENT REQUISITIONING ASSET RETIREMENT OBLIGATION ACCOUNTING

RELATED ACTIONS FRAMEWORK

HIERARCHY

TRAIN STOP VISUALIZED PROCESSES

PIVOT GRID MATCHING HISTORY

WORKCENTERS

ONLINE AND EMBEDDED HELP

RSS

MOBILE

LEARNING DASHBOARD

T-ACCOUNT VISIBILITY

TAGS SUPPLIER ON-BOARDING

HOMEPAGES

ACTIVITY GUIDES

ASSET RETIREMENT OBLIGATION ACCOUNTING

BREAD CRUMBS

CONTEXTUAL RELATED ACTIONS

RECENTLY USED

PAYROLL INTEGRATION WITH FINANCIAL GATEWAY

WorkCenters|

WorkCenters| Introduction • Built for multi-tasking • Intelligent personal workload • Configurable exception alerts • Rapid navigation What you need to DO

How you DO IT Where you need to GO

WorkCenters| Introduction

Pagelet Area:

Transactional Area:

Action Items

PeopleSoft Page, External Website, PS/Query

Built for multi-tasking I Intelligent personal workload I Configurable exception alerts I Rapid navigation

WorkCenters| Introduction • Easy Access to PSQuery Results • Simplified Report and Process Results Access

Queries How you DO IT

Reports and Process

WorkCenters| My Work

9.2

General Leger Receivables Supply/Demand Staffing Front Office Project Costing Grants Accounts Payable Buyer

9.2+ Images

MM Projects Treasury Supplier Administrator MAP

• Built for multi-tasking I Intelligent personal workload I Configurable exception alerts I Rapid navigation

Simplify User Job!

WorkCenter|

Benefits • Built for multi-tasking • Intelligent personal workload • Configurable exception alerts • Rapid navigation • Reduce errors

Complexity/Level of Effort • •

Configuration/imple mentation (all done online) No need for customizationunless modifying or creating new My Work Links

Considerations •

• •

Depending on role ability to mix easily My work deliver by Oracle from different WorkCenters Define roles If you are looking for a work link that is not delivered by PeopleSoft, you will have to enhance the app class so that queries can display in the WorkCenter

WorkCenters| My Work PeopleTools and Applications Framework

• Uses WorkCenter framework provided by PeopleTools. Available in 8.51, enhanced in 8.52 and 8.53 • Uses a common application framework to configure content, security, UI by user or user roles • Fully functional WorkCenters will be available in PeopleSoft 9.2, Tools 8.53

WorkCenters| My Work Administrator Tasks to Configure WorkCenter 1.

Create new or Modify existing WorkCenter page shell (Tools Framework) (delivered as sample data)

2.

Define WorkCenter Page Layout (Tools Framework) (delivered as sample data) a.

Define Pagelet groups (Main, Reports and Processes)

b.

Define Pagelets – select from delivered or create own (work, link, queries, reports and

processes) 3.

4.

Configure Pagelets (Apps Framework) a.

Configure “My Work”

b.

Configure “My Links”

c.

Configure “Queries”

d.

Configure “Reports

Define Filtering Options

WorkCenters| My Work Step 1- Create or Modify existing WorkCenter Pages

• Allows managing existing and adding new WorkCenter Pages • Users would use this to create new WorkCenters or personalize

• You can chose what WorkCenter you want to turn on

WorkCenters| My Work Step 2- Define WorkCenter Page Layout

• Delivered pagelets – work, links, query, reports • New pagelets would have to be created • Other pagelets can be used as

well – need to be registered before they can be used Main Tab

WorkCenters| My Work Step 2- Define WorkCenter Page Layout

• Delivered pagelets – work, links, query, reports • New pagelets would have to be created • Other pagelets can be used as

well – need to be registered before they can be used Second Tab

WorkCenters| My Work Step 3- Configure Pagelets

WorkCenters| My Work Step 3- Configure Pagelets – AP My Work •

Add new Work Links – user or system defined

•

Allow user level personalization

to be enabled •

Define Groups

•

Define Display Order

•

Define Filters

•

Enable Count

•

Set as Starting Page

WorkCenters| My Work Step 3- Configure Pagelets – AP My Work

WorkCenters| My Work Step 3- Configure Pagelets – AP My Work

WorkCenters| My Work Step 3- Configure Pagelets – AP My Work

WorkCenters| My Work Step 3- Configure Pagelets – AP My Work

WorkCenters| My Work Step 3- Configure Pagelets – AP My Work

Any Menu Item or External URL can be added as a link

WorkCenters| My Work Step 3 - Configure Pagelets – Queries

WorkCenters| My Work Step 3 - Configure Pagelets – Reports/Processes

WorkCenters| My Work Step 4 - My Work – Filtering Need • End users need a way to filter and personalize “My Work” • Use Case 1 – Billing User viewing Interfaced Bills needs to see Bills for

a particular customer or Bills for a particular BU. • Use Case 2 – AP Clerk needs to manage invoices for other AP clerks on Vacation Filter Builder Benefits • Configurable at end user or admin level • Filtering can be saved

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenters| My Work Step 4 - My Work – Filtering Activated during the set up of the WorkCenter

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenters| My Work Step 4 - My Work – Filtering

WorkCenter Summary| • One Stop Shop • Consolidates and Centralizes access to relevant Data • Allows users to do their work by reducing navigation across components • Delivered on 8.53 Tools • FIN, ESA, SCM are delivering WorkCenters • Customers can add their own WorkCenters and pagelets • Several personalization options available at both administrator and end user level

Where to Get Good Info|

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Frederic Portal: [email protected] Ataway

Q|A

Thank You|

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