Video summary

Image Highlights, PeopleSoft HCM Update Image 54

Main summary

Key takeaways

Technology

Key feature: PeopleSoft HCM “Tuition Reimbursement” workflow

  • Employee submissions: Employees submit tuition reimbursement requests.
  • Approvals and payroll handoff:
    • Managers and administrators approve eligible costs.
    • Approved amounts are sent to Payroll (North America) for payment.

Tuition reimbursement page capabilities

  • Request history and a workflow to start new reimbursement requests.
  • Top-of-page cost balances, including:
    • Course cost vs additional expenses (books, travel, program fees, etc.).
  • Shows:
    • Eligibility for the year
    • Remaining budget
  • Links to company policy rules and regulations.
  • Request details include:
    • School/program links
    • Reasons
    • Course name
    • Duration
    • Final cost
  • Optional upload of supporting documentation (e.g., certificates/transcripts) when enabled.

Admin configuration

  • Reimbursement types can require pre-authorization before a course is taken.
  • Types include degree, certification, or course, which control request options.

Approvals

  • The “Pending approvals reimburse tuition” page lets reviewers:
    • Approve or deny requests
    • View request costs, cost balances, policy links, program links, and reimbursement history

Status visibility

  • Employees/managers/admins can monitor progress via:
    • Reimbursement
    • Approval status pages

Payroll integration

  • Integration sends messages to payroll with the request.
  • Payroll updates the pay sheet with payment processing with or without taxation.
  • After payment, an integration message marks the request as paid.
  • Future plan: integration with global payroll.

Feature: Work Management for HCM work centers (enterprise components framework)

  • Uses the enterprise components work management framework to help administrators manage transaction issues.
  • Demonstrated in the Benefits work center.

When enabled

  • A view drop-down appears above the grid to filter work-managed transactions.
  • Five views are available:
    • Unassigned (default) — transactions needing attention
    • Assigned to me
    • Inactive
    • All assigned (assigned to any administrator)
    • All history (single view regardless of work management status)

Bulk processing

  • Enable bulk action allows selecting multiple transactions for work management actions.
  • Actions include:
    • Assign to me
    • Mark as inactive
  • Admin comments are saved to transactions exception history.

Tracking

  • Action history shows:
    • actions taken
    • who took them
    • comments

Coverage expanded

Work management is available for these work centers:

  • Benefits Canadian payroll
  • Global payroll
  • US payroll
  • Time and Labor

Feature: Geo-fencing for time entry

  • Adds virtual boundaries (geo fences) around work sites.
  • Employees can clock in/out only within allowed locations.
  • If outside the boundary:
    • the system shows a warning (exact validation behavior depends on configured deviation action).

Setup requirements

  • Must enable both:
    • enable location service
    • enable geo fencing
  • These are configured on Time and Labor installation pages.

Validation configuration

  • Variance radius controls allowable distance.
  • Deviation action controls whether punches are allowed with a warning or blocked entirely.
  • Location resolution determines latitude/longitude via:
    • Oracle Maps, or
    • a custom map provider

Overrides

  • Manage geoence locations lets admins configure work group–specific overrides (higher priority than installation settings), including:
    • predefined location/address or direct coordinates
    • work-group specific variance radius
    • work-group specific deviation action

Clock-in decision order

  1. Work group override (if set)
  2. Remote work schedule for that day → use remote work address
  3. Otherwise use current job data address

Feature: “Current headcount insights” dashboard

  • New dashboard for current headcount analysis using user privileges and filters.

Filters and analytics

  • Common filters at the top (e.g., location, department).
  • Key analytics include:
    • Total current active headcount, split by organizational relationships
    • Demographics:
      • headcounts by age or years of service
      • selectable age ranges and additional breakdowns
    • Percent views for:
      • full-time vs part-time
      • regular vs temporary
      • employee type
      • gender
    • Distribution visualizations across:
      • payroll status
      • department
      • locations
  • A workforce details grid lists workers matching current filters.

Visual behavior example

  • Selecting a department resets visuals to that department’s data.

Feature: Improved self-service dependent/beneficiary enrollment

  • Self-service now includes a drop-down to identify relationship as:
    • Dependent and beneficiary, or
    • Beneficiary only
  • Previously, dependent/beneficiary fields were non-editable for employees.
  • The option is controlled by relationship types in the dependent relationships table.

Example:

  • Marking a child as beneficiary only can reduce additional document submission, but beneficiary-only dependents are not eligible for certain plans (e.g., health plans).

US payroll enhancement: deduction/tax processing priority per OPM

  • When federal employee pay is insufficient, North America payroll follows OPM (Office of Personnel Management) guidelines.
  • Deduction categories are processed in the OPM order:
    • retirement
    • basic health insurance
    • basic life insurance

Admin control

  • Deduction codes and processing priorities are configured on the federal OPM sort sequence page for US federal payroll.

Feature: Admin “advance performance documents” to a target review status

  • Admins can advance performance documents to a specified review status.

Two approaches

  1. Search-based

    • Filter by document type, template, status
    • Select documents → choose target status
    • Run mode:
      • preview (shows results only)
      • confirm (advances documents)

  2. Bulk-based

    • Advance by group IDs or departments
    • A “Review advanced documents” page supports preview/confirmation

Outcome rules

  • Status success/warning advances after successful confirm.
  • Errors cannot be advanced; admins notify the document manager and rerun.
  • Includes an example where evaluation steps (e.g., checkpoint/finalize) were skipped.

Feature: Consolidated PDF generation for multiple wage statements

  • Admin process generates consolidated PDF wage statements for multiple employees.

Inputs

  • date range
  • employee selection method (4 options):
    • employees from file
    • employees from group ID
    • organizational parameters
    • selected employees
  • Admin can adjust sort/display options.

Output

  • Downloadable from Report Manager
  • Example: one PDF containing multiple employees’ wage statements.

Employee self-service

  • Employees can download multiple paychecks as one consolidated PDF for a date range (previously one-at-a-time).

Landing page enhancements (HCM + US federal)

General landing page notifications

  • Landing page gains new notifications tied to displayed tiles, including:
    • performance document notifications
    • missing documents for dependents
    • draft notification composer entries

US federal enhancements

  • Adds US federal-specific tiles and dashboards.
  • Quick access includes:
    • a personal information tile leading to a personal information dashboard
  • HR section includes manage personal actions tile/dashboard for US federal workforce management:
    • entering people / federal hires
    • maintain personal & job data
    • manage positions
    • approvals, insights analytics, compliance reporting

Future note

  • Classic federal self-service pages will be replaced with fluid transactions for contact compliance and other data.

Feature: Federal PAR position effective sequence alignment

  • US federal HCM supports aligning PAR data with correct fluid position data when multiple effective sequence rows exist.
  • Admin can select which effective sequence row to use from the position.
  • Changing the selection updates related fields accordingly.

Main speakers/sources

  • The subtitles reference “Oracle” / “PeopleSoft HCM” and “CFO tool / update image overview on My Oracle Support / HCM information portal.”
  • No individual person is explicitly named as a speaker in the provided subtitles.

Original video