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TRANSCRIPT
E Profile & Manager Desktop
Presented by Vishal Rao
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Agenda
E Profile Overview
Manager Dashboard
E Profile Manager Desktop
Talent Summary Dashboard
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E ProfileOverview
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E Profile
eProfile is a collaborative application that enables employees to maintain their own profiles, thereby decreasing administrative time, costs and increasing data integrity
Employees can view, update, and request changes to their personal data, such as:
• Email address• Emergency contacts• Ethnicity• Home and mailing addresses• Instant message IDs• Marital status• Name change• Personal information• Phone numbers
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E Profile
Activate eProfile on the Installation Table. eProfile uses permission lists, roles, and user profiles to authorize or deny
access to transactions and data: PeopleSoft Delivered workflows have been configured for the following
• Name change• Marital status change• Address change
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E ProfileManager Desktop
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eProfile Manager Desktop
eProfile Manager Desktop supports the following business processes: Review employee information Change employees' reporting manager Transfer employees Promote employees Change employees' location Change employees' full-time or part-time status Retire employees Terminate employees Request job changes Review military rank change requests Add and review hires
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Delivered Manager Self Service Transactions
Manager Self Service Menu Actions Available from within the Direct Line Reports Pagelet
Time Management Request AbsenceView Absence BalancesView Absence History
Job and Personal Information View Employee Personal InfoRequest Reporting ChangeTransfer EmployeePromote EmployeeRequest Location ChangeChange Full/Part Time StatusRetire EmployeeTerminate Employee
Compensation and Stock Request Ad Hoc Salary ChangeView Total RewardsView Compensation HistoryView Employee Stock Option Summary
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Delivered Manager Self Service Transactions
Manager Self Service Menu Actions Available from within the Direct Line Reports Pagelet
Development View Current Team ProfilesView Team Historical ProfilesView Team Interest Lists
Performance Management Create Performance DocumentsCreate Development DocumentsView Performance DocumentsView Development Documents
Career Planning Manage Career PlansView Career Progression Chart
Succession Planning Manage Succession PlansView Succession 360
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Manager Dashboard
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Configuring the Manager Dashboard Pagelets
Set up the Alerts pagelet Set up the Approvals pagelet Set up the Direct Reports pagelet Define application data for the Manager Dashboard direct line
reports Define list sets for the Manager Dashboard direct line reports Identify access types for the Direct Line Reports pagelet
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Understanding Alerts
The PeopleSoft system delivers seven manager alert types that can appear on the Alerts pagelet. Alert types include:
ePerformanceChecks the document due date for all the performance documents on the Current Documents page that are owned by the manager
eCompensationAlerts the manager that there are compensation cycle activities on the eCompensation Alert homepage
Expiring Licenses/CertificatesAlerts the manager about licenses or certificates that are about to expire for his or her direct reports, as seen on the Current Team Profiles component, Qualifications tab
Expiring MembershipsAlerts the manager about memberships that are about to expire for his or her direct reports, as seen on the Current Team Profiles component, Qualifications tab
Scheduled TrainingNotifies the manager of upcoming training for his or her direct reports
Birthday AlertsChecks and generates alert messages for upcoming birthdays for direct reports
Anniversary AlertsChecks and generates alert messages for upcoming anniversaries base on the original hire date
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Alerts Setup
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Understanding Approvals
Compensation Proposal Job Offer Job Opening Manage Payable Time Manage Reported Time Manager Absence Approve Military Rank Change Nonperson Profiles Performance Document Person Profiles Promotion Reporting Change Transfer
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Approval Setup
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Understanding the Direct Line Reports Pagelet Features
Summary Tab Job Details Tab Contact Tab Career Plan Tab
Display Name (frozen)First Name (off)Last Name (off)Actions (frozen)PotentialJob TitlePerformance Rating BarCompa-Ratio (off)Position in Salary Range
Employee IDJob CodeYears in JobJob TitleSchedule
TelephoneEmailDepartment (off)Location (off)Instant Message (off)
Review DateRelocate?International?Travel?
Compensation Tab Performance Tab Time Tab Succession Tab
Annual SalarySalary CurrencySalary Range MinimumSalary Range MidpointSalary Range MaximumCompa-RatioQuartilePercent Range
Last RatingPeriod Begin DatePeriod End Date
Comp Time Balance (from Time & Labor)Vacation Balance (from Time & Labor)(off)Sick Balance (from Time & Labor)(off)Leave Balance 1 (from Absence Management)Leave Balance 2 (from Absence Management)Leave Balance 3 (from Absence Management)(off)
Key PositionSuccessorsRisk of LeavingImpact of Loss
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Direct Reports Setup
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Using Manager Dashboard
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Manager Dashboard
View important upcoming dates and events Analyze company and employee objectives Approve pending requests Search for individuals in your company directory Manage your current job openings Examine details about your direct reports, such as job details, compensation,
performance, career and succession plans, and time reporting Initiate self service actions, such as creating a performance document or request a
reporting change, which you would typically perform from Manager Self Service Access and analyze a summary of your employee’s abilities on the Talent Summary
page Manage your employee’s learning Access quick links to perform additional managerial tasks in the system
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Identifying the Manager Dashboard Pagelets to Display
The Personalize Content: Manager Dashboard page enables you to select or deselect pagelets you wish to view on your dashboard.
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Defining the Manager Dashboard Layout
The Personalize Layout: Manager Dashboard page enables you to determine whether you want your dashboard to display in a 2- or 3-column layout. You will also select which pagelets should appear in which column
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Viewing the Alerts Pagelet
There are seven alert types delivered for the Alerts pagelet: ePerformance eCompensation Expiring Licenses/Certificates Expiring Memberships Scheduled Training Birthday Alerts Anniversary Alerts
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Viewing the Pending Approvals Pagelet
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Viewing the My Job Openings Pagelet
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Viewing the Learning Pagelet
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Viewing the Direct Line Reports Pagelet
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Talent Summary Dashboard
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Understanding the Talent Summary Dashboard
HCM Product Header and Pagelet Content
Job DataPlan CareersManage Profiles
Talent Summary headerImpact of Loss vs Risk of Leaving box Career HistoryCareer PlanningE&G Special ProjectsEducationHonors and AwardsInterest ListsJob Related CompetenciesLicenses and Certifications Personal CompetenciesResponsibilitiesSpecial Projects
Compensation Base Salary HistoryCurrent SalaryTotal Rewards
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Understanding the Talent Summary Dashboard
HCM Product Header and Pagelet Content
ePerformance Performance vs Potential Ratings box Performance History (graphical)Performance History (grid)
Plan Successions Succession Options
Enterprise Learning Management (ELM) Learning
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Talent Summary Header
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Identifying the Fields in the Talent Summary Header
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Setting Up the Header Ratings Boxes
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Talent Summary page
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Talent Summary page
Use the Talent Summary page to manage and analyze information about your workforce. This page enables you to:
• View an employee’s profile details such as competencies, responsibilities, and certifications
• Examine career and succession plans for your employees• View employee compensation data and compare it to the job
salary range• Analyze performance history• Assess your staff’s learning and education
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Selecting a Direct or Indirect Report
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Viewing the Talent Summary Page and Header
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Career History & Planning Pagelet
Viewing the Career History Pagelet
Viewing the Career Planning Pagelet
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Education & Awards Pagelet
Viewing the Education Pagelet
Viewing Honors and Awards Pagelet
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Competencies Pagelet
Viewing the Job Related Competencies Pagelet
Viewing the Personal Competencies Pagelet
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Salary Pagelet
Viewing Salary Pagelet
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PeopleSoft Competency Overview
CRM
Campus Solutions
HRMS
SCM
Financials
Dom
ain
s
PeopleSoft ISC – Hexaware established & managed the largest global implementation, development and support facility in Bangalore, India for PeopleSoft Product Development
Predictability : 98%+ ERP engagements delivered within budget and time
Scalability : Ability to scale and sustain growth in large numbers
Program / Project Management : Operate in ‘managed solution’ Fixed cost model with flexibility to deliver superior solutions in
both Onsite and the Onsite-Offshore model
Global Scale / Global reach : Currently assisting customers with Global consolidations and global-rollouts across multiple continent
Consultants : Top-notch Product Specialists and Technical Architects that bring the best solution for our clients
Upgrade
Support
Implementation
Consulting
Global Rollout/Consolidation
Serv
ices
Competitive Edge
Over 150 Clients
Oracle Platinum Partner
1100+ Consultants
544 Oracle PeopleSoft certified
and 734 iPeople Certified (Internal
PeopleSoft certification)
Maintained PeopleSoft’s products
PeopleSoft Alliance Partner since 1997
500 + PeopleSoft Projects
#1 PeopleSoft Offshore Services Provider
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