PeopleSoft WorkCenter's Dynamic Delivered Capability

Prepared by:

Lauren Reynolds

Associate, Technology Solutions

Grant Thornton LLP

Providing a better user experience

Session ID#: 100530

@GrantThornton

• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts)• Complete Feedback Form• Ask Questions

Welcome and Please:

Administrative Notes

About the Presenter

Lauren is a 2nd year associate with Grant Thornton’s Advisory Services practice in Kansas

City, specifically aligned with the Enterprise Resource Planning (ERP) Technology Solutions

group. Prior to Joining Grant Thornton, Lauren attended the University of Missouri

graduating in May 2014 with a Bachelors of Science in Business Administration emphasizing

in Finance and Banking. Shortly after beginning her Career at Grant Thornton, Lauren

coordinated UAT testing at GT's largest client to date. Here she gained valuable experience

and exposure into PeopleSoft and went on to own several post-go live tasks such as end-

user support and security. On her next project, Lauren began by owning several project

managerial tasks, designed and implemented 8 module/ cross-module WorkCenters and

lastly is currently working on implementing the inventory module alongside an SCM

architect.

Industries

• Financial Services

• Healthcare

Education

BSBA, Finance and Banking, University of Missouri

Lauren Reynolds

Associate, Technology Solutions

Kansas City, MO

About Grant Thornton

Grant Thornton International

• Revenues of $4.2B

• 600 offices worldwide

• Nearly 35,000 employees

• More than 2,800 partners

To be the leading audit, tax and advisory firm, serving

dynamic organizations in our chosen markets.

V I S I O N

Grant Thornton LLP

• Revenues of $1.2B

• 54 offices nationwide

• More than 6,000 employees

• More than 500 partners

About Grant Thornton

Grant ThorntonGlobal Member Firm■ One of the world's leading organizations of independent

audit, tax and advisory firms

40,000people in over

100 countries

5th

largest global accounting

and consulting

firm

65% of

Forbes Global

100 companiesserved by Grant Thornton

International member firms

58%of 2013

Fortune 100

Grant Thornton

International Ltd1

US $4.7 billion revenues

40,197 personnel3

2,975 partners

725offices

Statistics as of Sept. 30, 2014

Grant Thornton LLP2

$1.4 billion revenues

6,456 personnel3

529 partners

57 offices

Statistics as of Dec. 31, 2015

■ What are WorkCenters

■ WorkCenter Activity Guides

▪ What are they and why are they beneficial?

▪ Setting up Activity Guides in the WorkCenter

■ Query Drilling URLs

▪ Setting up Query Drilling URLs

■ WorkCenters as Homepage Tabs

▪ Setting up WorkCenters as Homepage tabs

■ Questions & Answers

Agenda

WorkCenters

■ Central navigational component that is designed to be a one stop shop for all your work

and reporting needs.

■ Utilizes portal template technology to deliver the work directly for the user.

■ Enable users to access various pages, reports and perform daily tasks all without leaving

the WorkCenter

■ Increases efficiency by eliminating the need for traditional menu navigation

Introduction to WorkCenters

Personalized Workload

Drill to source

Personalized Navigation

Personalization Options available at both the admin and user level

■ Benefits Include:

▪ More productive and engaged user

▪ Brings the work to the user (push vs pull)

▪ WorkCenters cross functional areas – hybrids!

▪ Guided Processes – Activity Guides!

▪ Reduce or Eliminate cumbersome menu navigation – increasing efficiency!

■ All to provide a BETTER USER EXPERIENCE

Better User Experience!

WorkCenter Activity Guides

■ Activity guides are a powerful and easy way to provide guided step-by-step

procedures to your users

■ They particularly useful for infrequently performed tasks or self-service applications

■ Activity Guides can be either standalone or exist inside of a WorkCenter

■ Can make simple activity guides or more complex to specific groupings (summary

tasks) or dependencies within a given task.

■ Can make non-PS pages apart of the process and display them in the activity guide

▪ Content from other applications

▪ Queries

▪ External Websites

■ Are easy to configure within PS without writing any code.

What is an Activity Guide?

Improving User Experience

■ Problem: When onboarding new employees I frequently have to sit next to them and

take them through the onboarding process showing them which fields need to be filled

out. This takes time and effort out of my day.

■ Traditional Solution: Create training material such as a quick start guide or a UPK.

■ With Activity Guides: I can create a simple and easy to use listing of tasks that guides

an end user through a task to completion. As an end user they have visibility into the

process and have reassuring confirmation that their task is complete. I as a manager do

not have to train many employees on this process.

■ 1. Determine tasks to be completed by the users and the ordering of tasks.

▪ 1. Enter a Supplier

▪ 2. Approve a Supplier

■ 2. Determine whether any tasks groupings. For example, summary tasks that serve

as parent tasks.

▪ Example: Employee Onboarding, entering in Personal Information could consist of Phone

Number, Address, Name etc.

■ 3. Determine which PeopleSoft component (transaction) corresponds to each task.

▪ 1. MAINTAIN_VENDORS

▪ 2. MAINTAIN_VENDORS

■ 4. Determine which role or user can be assigned to each task.

▪ 1. AP Clerk

▪ 2. Accounting Manager

Pre-setup tasks

■ 1. Create an Activity Guide Template (PeopleTools > Portal > Activity Guide >

Manage Activity Guide Templates)

▪ Add Activity Guide ID, Title and Description

Setup Activity Guides

1a. Security: Specify Security at either the User or Role Level

o Administrators – Update Templates / related instances

o Contributors – Complete action items within a templates related instance

o Viewer – View but not update action items within an instance

Setup Activity Guides

Setup Activity Guides

1b. Advanced Options: Define Instances

Setup Activity Guides

1c. Pagelet Options: Specify Navigation buttons

o Previous, and Next are default

o Other example, Mark as Complete

o Pagelet Process Bar Visible

Setup Activity Guides

2. Add Action Items to Template

*NOTE: You must create a related content service definition BEFORE you can add an

action link.

■ Sequence Number

■ Assign Type: Role or User

■ Assigned To

■ Action Item Link

▪ App Class URL

▪ Non PS URL

▪ Query

▪ Script

3. Generate a Pagelet for your Activity (PeopleTools > Portal > Pagelet Wizard)

Setup Activity Guides

3. Associate a WorkCenter to the Activity Guide

Setup Activity Guides

■ Save time, Time = Money

■ Powerful and easy way to present business processes to your users.

■ Easy and intuitive to use

■ Better User Experience

Benefits of Activity Guides

Query Drilling URLs

■ Drilling URLs within PeopleSoft's Query are the URLs that you define

by selecting the menu, component, page, portal object, or URL of

choice.

■ The drill down URL will take you directly to the context sensitive

transaction page as soon as you click on the link that appears along

with the query results.

■ This eliminates the need of noting down the value and navigating to

the component manually to enter the data and open up the page for

editing. This feature can be particularly helpful for those whom base a

lot of their daily work of off query results.

▪ Better User Experience

Query Drilling URLWhat are they?

■ Problem: There is a gap between delivered and desired MyWork Links. My

organization wants to avoid implementing customizations with creating a custom

MyWork Link. However, I would like to somehow still get the information I need with the

dynamic drill downs.

■ Traditional Solution: Add a related content link to a page. Run multiple queries to

gather information or look up information via links or traditional navigation.

■ With Drilling URLs: I can view all the information I need and, I can click on a Drilling

URL to open another window with detailed information– all from the same query results!

Example – Drilling Query

1. What information am I looking for?

▪ Example – PO Header Detail, Journal Detail etc.

2. When analyzing the above information, what would be helpful for me to also see

into?

▪ PO Line Detail, Vendor etc.

Pre Set-Up Tasks

1. Set up your primary PSQuery

2. Create an Expression selecting Drilling URL

— Query URL

— External URL

— Free Form URL

— Component URL

— Attachment URL

— Image URL

Set up Query Drilling URLs – Component URL

Set up Query Drilling URLs

5. Enter Menu Name, Market,

Component, Page and Menu

Actions

o If unknown, navigate to the

page you are trying to link in

and CTRL Shift + J

6. Select Search Keys

o Search Keys are the same keys

that are available to look up the

transaction.

o Note: When you are

updating/adding URL Keys make

sure the selection flag is checked

7. Select Map Columns

o Map the column where you want

the hyperlink to reside.

9. Run Query

10. View Results

12. Drill Down

Set up Query Drilling URLs

DEMO

Query Drilling URLs

Benefits

■ Fill in GAPs of delivered to desired My Work links – get the drill downs you want!

■ Reduce # of clicks to reach desired information, this saves time and time = $

■ Reduce # of queries you have to store in your Queries section this helps declutter

your WorkCenter

Query Drilling URLs

For More on Query Drilling URLs

Mike Coburn

Senior Solution Architect

Drilling Component URL in PeopleSoft Query: Linking Pages to Query

Thursday July 23rd 3:30 – 4:20pm

International Ballroom B

Have your users ever needed to review/update transactions after running a query? Do they need contextual

information related to the query they just ran? By providing hyperlinks within query results, users are able to perform

actionable tasks related to results. In this deep dive session we will demonstrate how YOU can use PeopleSoft’s 9.2

Query Manager Tool to link query results to other pages within the PeopleSoft application.

WorkCenters as Homepage Tabs

Improving User Experience

■ Problem: I am a managerial power user and my daily tasks span across several

modules' WorkCenters.

■ Traditional Solution: Via traditional (menu) navigation I would navigate to the different

modules WorkCenters to view and complete my work.

■ With WorkCenter Tabs: I can easily flip back and forth between the various

WorkCenters to complete my daily work all while they remain across my screen. I can

also navigate to other pages outside of the WorkCenters and they will still appear

across my screen.

1. Create your WorkCenters

2. Import Grant Thornton’s incredibly small bolt-on to dynamically show WorkCenters

as Homepage tabs

3. Create a Homepage tab in Portal Structure & Content (Root > Portal Objects >

Homepage > Tabs) and configure it to point to the WorkCenter’s Content Reference

Link and set up Security

-Specify Usage Type as Homepage Tab

-Set the sequence number

Set Up WorkCenter Tabs

4. Log out and back in and voila! WorkCenters now show up as Homepage tabs.

■ BONUS: If you sequence a WorkCenter homepage tab ahead of the delivered My

Page homepage tab, users with access to that WorkCenter are automatically

redirected to the WorkCenter upon login!

■ Further improve user experience

▪ more opportunities for end-user personalization – further

bringing most relevant and applicable work to the user

■ Further increase efficiency and productivity

■ Further pushing the work to the user vs them having to pull for it.

Benefits

WorkCenters as Tabs - Benefits

DEMO

Query Drilling URLs

For More on WorkCenters as Homepage Tabs

Tyson Moore

Director, Technology Solutions

User Enablement – Empower End-Users to Do More Across Your Enterprise

Thursday July 23rd 1:30 – 2:20pm

International Ballroom B

Join the discussion on how to leverage the latest PeopleSoft user enablement enhancements in your workplace.

From automatically linking to external documents and systems from transactions in PeopleSoft via the Related

Content Framework to better managing day-to-day activities using actionable links in query, PeopleSoft can empower

your users with information and strategic direction that was previously found in disparate systems and old user

procedures. Explore some examples used in companies across the country to unveil the possibilities at your

organization.

Contact Information

Lauren Reynolds

Associate, Technology Solutions

Email: Lauren.Reynolds@us.gt.com

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■ Session ID#: 100530