Peoplesoft workcenters are designed for specific roles and provide a central area for users to access key components within the fscm application. When you perform installation using any peoplesoft. Some are available now, and more are coming in future releases. Access the path peopletools portal dashboard manage dashboard pages fluid dashboards. End user links within workcenter pagelets and security. Enable compatibility mode to login using internet explorer 10 or alternatively you can use mozilla firefox. Jul 22, 2019 version 1 has the functional and technical expertise to help your organisation optimise the peoplesoft experience for your payroll team. Jul 04, 2014 peoplesoft workcenter page allows user to access all the related component, pages, query results, etc.
Individual peoplesoft products, such as payables, billing, and supply and demand, has defined has defined a template that is assigned to users who have a. We are trying to configure the buyer workcenter dashboard on the buyer workcenter page but after trying a few different ways we still cant get any pagelets to show under the work area it just shows the default welcome to the buyer workcenter page has anyone had success configuring this. What is the difference between workcenters, dashboards. Understanding workcenters and dashboards oracle help center. Workcenter is one of the greatest features delivered in peoplesoft 9. Peoplesoft dpks use puppet to automate the installation of software and deployment of peoplesoft domains and peopletools. As part of peoplesoft hcm image 28, oracle has delivered fluid workcenter functionality for global payroll. Workcenters templatebased portallike products that are. Peoplesoft campus solutions improves student recruiting. Attached is the document with step by step guide for adding a pagelet, adding a workcenter dashboard link and adding the pagelet to workcenter dashboard link. The alliance conference is an annual userdriven conference of application users from all over the. The dashboard gives your workcenter initial insight guiding you to transactions within the business process that require attention. Learn more about its pricing details and check what experts think about its features and integrations.
When i log in with end user id the links within workcenter. The buyer workcenter and dashboard is a central rolebased navigational component that is designed for the end user. Peoplesoft applications are delivering instances of the workcenters and dashboards with their products. With all these functionalities packed in one single dashboard, i think this feature will prove to be very beneficial for all the managers. The paper is titled peoplesoft applications portal and workcenter pages. Oracles peoplesoft development has predefined my work links that are available to import.
A workcenter can be designed for an individual or for many users to share. Peoplesoft ios certification overview use tablet devices to access your peoplesoft applications certified on the safari browser on an ios running version 4. It divides the browser window into two frames, i an adjustable pagelet area and ii a target content area, which interact with each other by passing contextual information using an event driven model. Delivered peoplesoft workcenter pagelets peoplesoft tutorial. What is the difference between workcenters, dashboards, and. For all other queries, the query viewer must be used. Workcenters, nav collections and analytic dashboards psnwrug. Inetsofts bi solution is a good choice if you are interested in. When you access the peoplesoft workcenter dashboard via webseal using a standard junction type, the dashboard is not displayed correctly. Feb 01, 20 the peoplesoft workcenter framework focuses efforts on daily tasks regardless of the pillar or product and arranges your work into groups and pagelets that reduce navigation time and let you get. The workcenter navigation is located on the left side of the page and includes two main tabs. Understanding workcenter and dashboard oracle community. Peoplesoft workcenters manage daily tasks from one page. Once in the manage dashboard page fluid dashboards tab we have to create a new dashboard page.
Peoplesoft workcenter introduction peoplesoft tutorial. In addition to accessing almost any open standards data source, inetsofts bi application for dashboards, reports, and enterprise mashups can also access peoplesoft data. She has been with niagara region for over 26 years and was part of the implementation team when peoplesoft hcm was implemented in. When using the ibm security access manager for oracle peoplesoft peopletools. Similar to homepages, the system stores each users dashboard personalizations in the pspruhdefn which is updated when a user personalizes the dashboard, pspruhtab, and pspruhtabpglt tables. I am new to developing work center dashboards in peoplesoft so i have experimented with my own sandbox to learn more. Workcenter best practices project background upgrade peoplesoft fscm to 9. Creating and managing workcenter dashboards oracle help center. A good strategy is to combine the two concepts by making a dashboard the initial landing pagehome page for your workcenter peopletools.
Fluid dashboards are counterpart to classic dashboard and has the ability to extend them to fluid tiles allowing access to. Peoplesoft workcenter introduction prior to peoplesoft 9. It provides a location for business users to maintain work related links at one place. Peoplesoft describes workcenter pages as a paradigm shift on how to work gets done in peoplesoft. Presenting workcenters as tiles on fluid homepage in peoplesoft applications concept of fluid in peoplesoft introduced with peopletools 8. Workcenters are powerful features of the peoplesoft user experience that make using peoplesoft much more efficient and engaging for users. Interact with expert oracle university instructors to expand your knowledge and help you leverage this financial solution. These delivered workcenter and dashboard instances. How to migrate peoplesoft dashboard from one instance to another. Deploy numerous workcenters and dashboards to a wide user. Workcenters in peoplesoft workcenters in peoplesoft offers users a one stop shop approach to getting access to their work and reducing the amount of navigation required.
To set up the manager dashboard to appear on your peoplesoft hcm home page, click the content link. A good strategy is to combine the two concepts by making a dashboard the initial landing pagehome page for your workcenter peopletools 8. Peoplesoft workcenter page allows user to access all the related component, pages, query results, etc. Dashboards give higher management decision support with high level views of team activities, key metrics and real time analysis. Pagelets, workcenters, etc in white paper jims peoplesoft journal. There are currently workcenters for accounts payable, general ledger, billing, receivables, asset management, buyer and supplydemand. Uplan, peoplesoft financials, and peoplesoft hcm luke hones on july 25, 2017 it has upgraded three major software systems in recent months. The browser issues a message only secure content is displayed with a button show all content. We are using the frames template on the cref to the pageletwe have tried a modified. The new adventures of managers dashboard with peoplesoft. I have basically been able to get everything across by inserting the usual. Configure the global payroll workcenter to your specific requirements.
It provides a single place to perform a broad range of tasks without leaving the workcenter, such as journal functions with exception alerts, monthly closing activities, or reconciliation and reporting, resulting in improved efficiency, productivity, and effectiveness. Kentucky community and technical college system students. The global payroll fluid workcenter and dashboard functionality can be configured to enable the payroll team to complete their daily payroll. Peopletools portal workcenter manage workcenter dashboard pages create new workcenter dashboard page step 3 create a navigation collection. The goal of the workcenter is to help an end user become more efficient by accessing a variety pages and information to perform daily tasks without navigating between different menus. If you enable personalization, users can personalize dashboards. Oracle white paperpeoplesoft applications portal value 12 process workcenter page the following is an example workcenter page that illustrates the benefits described above. A workcenter is a configurable peoplesoft page that uses pagelets to display navigation collections, charts, graphs, tables, and reports to collect information all in one place for certain users. Peoplesoft functional consultanttesterinstructor resume. Peoplesoft applications can have multiple dashboards. Users can now avail of realtime information and access to the daily operational.
The direct reports professional information available in single glance, major hr activities carried out through template based transactions etc. Error msg no workcenter dashboard page is found clicking on wc dashboard link. All you need to do is to click on the relevant pagelet and the item within that pagelet and the information will be at your finger tips. This will return you to the manager dashboard home page. Peoplesoft payroll user tools and optimisation version 1. Dashboards can be accessed through content reference link and are primarily used for decision making. How to migrate peoplesoft dashboard from one instance to another for migrating a workcenter, data migration workbench can be used and i am aware of the steps involved. Buyer workcenter dashboard pagelets do not reflect the. Apr 15, 20 figure 3 peoplesoft esa grants workcenter streamlines contracts and grants processing. Step by step guide to add a pagelet to workcenter dashboard.
Training guide understanding the time and labor workcenter for approvers page 1 understanding the time and labor workcenter for approvers a time approver is someone that has employees reporting directly to them. We can provide this by creating a fluid dashboard following these steps. The new adventures of managers dashboard with peoplesoft hcm. Pivots grids are based on psqueries and can display the results in a grid format, a chart format, or both.
Setting up peoplesoft dashboards is similar to setting up workcenters because you use the same pages in enterprise components. Besides normal processing, users can proactively monitor critical transactions and handle exceptions. Installed, configured, and trained client staff on peoplesoft version 9. Upgrading your dashboards and reports for your peoplesoft applications. Peoplesoft reporting and analytics applications oracle. Select all the common workcenter pagelets and the hcm dashboard checkboxes. When i log in with my id, i am able to see all my work, links and queries pagelets. Peoplesoft has always offered powerful and versatile reporting capabilities with several options. Ellen dejonge is a senior erp business analyst with niagara region.
The workcenters how to manage daily task from one page webinar includes a live demonstration of peoplesoft workcenters, including. I have to agree, this is a major step for peoplesoft in usability. Compared to the benefits of the workcenter, the coding effort required to create it is minimal. Time and labor workcentre simplifies the usability of ps time and labor and is one shop stop for most time keeping and admin activities.
The workcenter is configurable by organization and by function. What is the difference between workcenters and dashboards and. Peoplesoft dashboards are container components to host multiple pagelets. This page will assist you with any queries that you might have to action any of the items available on the employee dashboard. Workcenters are a type of configurable dashboard that enable you to offer access to frequently used approval requests, query results, and key business analytics from a single peoplesoft page. These dashboards can be hooked up to a workcenter as a landing page or can be registered as a portal structure like other peoplesoft components.
You use the peoplesoft finance system to look up or process information. Jan 16, 2020 we are trying to configure the buyer workcenter dashboard on the buyer workcenter page but after trying a few different ways we still cant get any pagelets to show under the work area it just shows the default welcome to the buyer workcenter page has anyone had success configuring this. In peoplesoft hcm, the time and labor workcenter will provide a single point of entry for administrators and managers to relevant work areas. Oracle white paper peoplesoft applications portal value 12 process workcenter page the following is an example workcenter page that illustrates the benefits described above. A typical use of a dashboard is to enable users to monitor information in order to prioritize which transactions to complete first, while workcenters enable users to complete transactions specific to a business process or task. The billing dashboard will allow the billing manager to slice and dice key billing data using pivot grids and take actions right away to. Delivered peoplesoft workcenter pagelets workcenter reduces the time and effort to navigate various pages. Mipro consulting sponsoring alliance 2020 join mipro consulting at the alliance conference, march 29 april 1, 2020 in philadelphia, pennsylvania. Peoplesoft billing integration with receivables prequel to peoplesoft billing manager dashboard b. The reports and queries accessed within the workcenter include the time approver queries. Workcenters, dashboards and the interaction hub appear somewhat similar. Jan 27, 2016 peoplesoft workcenter telly ipock sept, 2015. Dashboards dashboard pages are peoplesoft pages that aggregate and. The innovative capabilities provided in these workcenters and dashboards will fundamentally transform the way users access and use peoplesoft.
However, dashboards can display pivot grids that can also be displayed on a users home page. Using workcenters, users can access several pages and. Peoplesoft now provides reporting and analytic options that make reporting a strategic part of enterprise business processes. Jan 09, 2018 the workcenters how to manage daily task from one page webinar includes a live demonstration of peoplesoft workcenters, including. The staffing workcenter with focus on the staffing workcenter dashboard attracting specialized applicants. How to migrate peoplesoft dashboard from one instance to. Jun 12, 2014 services firm focusing on peoplesoft financials our consultants and network of peoplesoft analysts, technical leads and project managers average fifteen years of peoplesoft experience we are north americas leading provider of customtailored peoplesoft financial training solutions and educational content development. Oraclepeoplesoft enterprise service dashboard a disservice to people who desperately need better thanks to a press release from oracle last week, i found the two dashboard screen shots that appear below in a product sheet that describes the features of oracles new peoplesoft enterprise service dashboard software. On a buyer workcenter dashboard, the pagelets that are set up are not reflected correctly on the right hand side of the workcenter page. Understanding the time and labor workcenter for approvers. Peoplesoft dashboard reports and applications inetsoft. Consider building a workcenter for a specific user role, not around the functionality of a specific module. Junction type for security access manager oracle peoplesoft peopletools integration.
Workcenters provide an introductory navigation tool for the end user to familiarize with common finance processes. Get your team aligned with all the tools you need on one secure, reliable video platform. Some workcenter pagelets are common to multiple applications, and some pagelets are unique to individual applications. I was able to setup wc in our development environment successfully for ap,pc,gl modules. Ive added the peoplesoft delivered pagelet for po spend. Oct 08, 2012 in addition, the workcenter and dashboard frameworks provided by peopletools can be used by customers to build their own workcenters and dashboards, and its quite easy and simple to do so. A workcenter may contain some analytical pagelets, but the focus is on the business process and completing transactions, not on insight. Activity guide workcenter template to get you started. It divides the browser window into two frames, i an adjustable.
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