Thursday, 31 August 2017

PeopleTools 8.55 - Navigation Collection and Tile Wizard

PeopleTools 8.55 has added many features which made PeopleSoft more user friendly  and attractive in that Navigation Collection ad Tile wizard are the one of the exciting new features which prominently reduce the user time in navigation through various component pages and made the home page more attractive.

Navigation Collection:

Navigation collections provide an easy way to access the pages (contents stored in our portal registry) of PeopleSoft at one place.

Navigation Collection Features:

  • Various Content references or folder reference can be group together via a group of links.
  •  Links in navigation collection are pointer to a content reference or folder reference in the portal registry in actually, it does not store the contents of the content reference or folder reference.
  • They can be deployed to different users or groups of users easily as per users' business needs
  •  Reduces the time of searching through application pages where users can quickly click on commonly used links required to complete daily tasks in the Navigation Collection.
  • Whenever a link is clicked within a Navigation Collection, it redirected to a content reference or folder reference that is within the registry.

Creating Navigation Collection

Navigation: Main Menu à PeopleTools àPortalàPortal Utilitiesà Navigation Collections


Follow the Steps for creating our new Navigation Collection.
Step 1: Navigate to Navigation Collection Component.

Step 2: Click on the Add Collection Link to create new Navigation Collection.

Step 3: Enter the Name and Description for your Navigation collection. 

Step 4: Click on Add Folder to add new subfolder into your navigation collection.

Step 5: Click on the Add link button to define of source page link for the navigation collection.

Step 6: Click on the Menu Prompt to Select the Source link and then navigate through the folders till source page.

Step 7: Click OK and your Navigation to the Link will be added.

Step 8: Similarly we can add number of sub folders and Link into your navigation collection. Then click on Save.

Step 9: Now go to Publish collection tab and then select the Checkbox Navigation Pagelet.

Step 10: Select the Pagelet category as PeopleSoft Application from the dropdown list and Click Save to publish your navigation Collection.

PeopleSoft Tiles

Aggregated blocks like (Tile) appears in collections, as you login into Fluid application pages including Home page are called Tiles.

Navigation Bar
PeopleSoft Tiles

Tiles Features:

  •     Tiles hold the information for end users.
  •     It enables an easy way to navigate around the system.
  •       Tiles give users direct access to targeted transactions.
  •    Tiles can be personalized based like which tile needs to be displayed to specific User, their Position...Etc.,
  •       Tiles can be secured by role and can be made mandatory or optional.

Tile Wizard for Tile Creation:

Creating new tiles and publishing can be done easy with help of this Tile Wizard of PeopleSoft 9.2. without having specific development tools or skills. We can have different data source for our Tiles.
Tile Wizard leads usthrough 5 Steps for creating and publishing new tile. Each step appears in a numbered path at the top of the page to indicate where we are in the tile creation process.

Data Source for Tile:

  •      Application Class
  •     Free Text 
  •       Navigation Collection
  •    OBIEE
  •       Pivot Grid       

Creating Tiles with Tile wizard:

Navigation:Main Menuà PeopleToolsàPortalà Tile Wizard.
Navigate to Tile Wizard page and then click on Create New Tile button for creating new tile.

Step1: Tile Basic Information – Specifying tile information.
 Provide Name and Title for you Tile and then Click on Next

Step2: Data Source Information – specifying data source parameters when applicable.
Select the data source as Navigation Collection from the Dropdown list.

Click on the Collections Name Prompt  and then Select you Navigation Collection.

Then Select the Collection Type as Navigation Bar and the Click on Next.

Step3: Target Page Information – Selecting the target page and tile repository location
            Check for the details of target page is right and the click next.

We can add the security to our tile by mentioning the permission list and role.

Step4: Tile Display Properties – Specifying display properties.
  User can select the icon for your tile from the image prompt.

Step5:Review and Submit – Review and publishing the tile definition.

          Click on the publish button to publish your tile.
Now your Tile will be visible in the fluid home page under the selected parent folder navigation.

On clicking our Tile it will lead you to the links in your navigation collection.

Author: Neelufar Mohammed Esack
Kovaion Consulting-PeopleSoft Practice

Tuesday, 20 December 2016

PeopleSoft-Smart HR Templates

What is Smart HR Template?

  • Smart HR templates is an  approach to simplify the various transaction process done by HRs, such as hiring, updating a person’s personal or job data, or managing a person’s profile data
  • Templates can be personalized to meet departmental needs through automated population. Users can view and test templates dynamically. So the only thing HR enters is the new hire’s personal information.
  • HR can configure personal,job and profile transactions to simplify the user experience.

New feature of Smart HR template in PS-9.2

  •  Enables administrators to use the Manage Transactions component to view transactions that are in draft status, require HR review, or encountered errors.
  •  Provides integration with Profile Management profiles and Smart HR to help the end users enter/update a person’s profile using Smart HR transaction templates and pages.
  • Introduces new component Transaction Type to identify a template's use, indicate what sections are permitted in template, define which components will be updated during the Smart HR process, and to determine which users have appropriate security access.

      Business benefits: 

  •     HR can do all the transactions at one place, resulting in increase of efficiency.
  •     Streamlines repetitive data entry.
     Process of Smart HR Template:

        User Types in Smart HR:
  •     Template Administrator
  •     HR Administrator
  •     Users


     Let’s have a case study on Smart HR with a simple example step by step.

    Step1:  Create template record/field
    Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template-> Template Record/Field
   Create a new record or use any delivered record by giving record alias and select the necessary field names in that record. Here, the delivered record alias “JOB” has been taken for illustration where all the fields are chosen from “JOB” record

Step2: Create/Use Template Section
         Navigation:  Set Up HCM->Product Related-> Workforce Administration->Smart HR Template > Template Section.
     Template Section page is used to identify and configure sections, and list and configure the fields contained in a section. The fields available for templates are grouped into sections, like group boxes. User can determine which sections and the order in which the sections should be presented to the end user when creating a Smart HR template.  Sections and their fields are delivered as system data. These delivered sections can be modified within the templates based on the organisation's needs for hiring.
     These delivered sections can be grouped and categorised:
  1.      Personal Data sections (includes section like Name, Birth Information, Gender, Education, etc.)
  2.      Job Data sections (like Work Location – Job Indicator, Job Information, Job – Salary  Plan, etc.)
  3.      Federal sections (Like Data Control Dates & Action, Tracking Data, Name, etc.)
  4.        Manage Profile sections (like JPM Competencies, JPM Memberships, JPM Tests, etc.)

           Here, the delivered Section” JOB_EARNS_DIST_01” has been taken for illustration.

         Step3: Template transaction type
        Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template-> Template Transaction Type.
    This is used to define the transaction types for the smart HR templates created. It is a new feature released in 9.2. Here, since we are updating the Job data, transaction type JOB is selected. The newly created section is added to this transaction type in Sections tab as shown below.

Step4: Template Creation 
    Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template->Template Creation.
    Template Creation page is used to create and modify the templates. Here, a new template “KOV_UPDT_JOB_DTS” is created to do transactions.

Template Creation tab change the status to Active and fill the mandatory information.

Then in Configuration tab, choose transaction type as Change Job Data. Choose the override or hide options as per the business requirements. Provide the page title for your template.

Include our section in the Sections tab by clicking on Add Section as shown above. After completing the creation of templates and template sections, we can do the Smart HR transaction and test. 

Step5: Smart HR transactions
      Navigation: Workforce Administration->Smart HR Template->Smart HR transactions.
    Choose the template created and click on Create Transaction. Then, enter the required fields and click on Continue.

     Then, enter the new information which needs to be updated and click on Save and Submit as shown below.
    The required information thus gets updated in Personal data table using Smart template. Similarly, we can do all HR transactions in one page using these smart HR templates easily.


  •      Smart HR templates cannot be used for mass updates.
  •      This can be used only with employees having Employee record “0”.

Neelufar Mohammed Esack
Kovaion Consulting-PeopleSoft Practice