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Release NotesOracle’s PeopleSoft Human CapitalManagement and EnterpriseLearning Management 9.2September 2013Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release Notes for PeopleSoft Human Capital Management and Enterprise Learning Management 9.2Copyright 2013, Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containingrestrictions on use and disclosure and are protected by intellectual property laws. Except as expresslypermitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in anyform, or by any means. Reverse engineering, disassembly, or decompilation of this software, unlessrequired by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be errorfree. If you find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensingit on behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integratedsoftware, any programs installed on the hardware, and/or documentation, delivered to U.S. Governmentend users are “commercial computer software” pursuant to the applicable Federal AcquisitionRegulation and agency-specific supplemental regulations. As such, use, duplication, disclosure,modification, and adaptation of the programs, including any operating system, integrated software, anyprograms installed on the hardware, and/or documentation, shall be subject to license terms andlicense restrictions applicable to the programs. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may betrademarks of their respective owners.This software or hardware and documentation may provide access to or information on content,products, and services from third parties. Oracle Corporation and its affiliates are not responsible forand expressly disclaim all warranties of any kind with respect to third-party content, products, andservices. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damagesincurred due to your access to or use of third-party content, products, or services.Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013ContentsIntroduction . 5Purpose of This Document . 5Related Resources . 5Statement of Direction . 5Release Value Proposition . 6Prerelease Notes . 6Release Notes . 6Cumulative Feature Overview Tool . 6Video Feature Overviews . 6PeopleSoft Information Portal . 7Social Media . 7Executive Summary . 8Enhancements That Are Common To Multiple Applications . 9PeopleSoft Search . 9Pivot Grids . 12Self-Service Reporting Framework . 13Embedded Help . 14New PeopleSoft Online Help Solution . 15PeopleSoft Continuous Delivery Model . 18PeopleSoft Update Manager . 19PeopleSoft iPad Certification . 20PeopleSoft Interaction Hub . 20PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations . 21PeopleSoft Human Capital Management and Enterprise Learning Management Release 9.2Enhancements . 23Core Human Resources . 24Compensation . 35ePerformance . 42Plan Careers . 50Plan Successions. 51Copyright 2013, Oracle and/or its affiliates. All rights reserved.3

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Release NotesOther Enhancements . 57Enterprise Learning Management (ELM). 59Recruiting . 75Payroll for North America . 93Benefits . 96Absence Management . 110Time and Labor . 113Pension . 125Global Payroll Core . 127HR HelpDesk . 131HCM Integration with Taleo . 139Country-Specific Enhancements . 147Brazil . 148China . 151France. 156Spain. 158Switzerland . 165Thailand . 173UK . 177Enhancements That Are Common to PeopleSoft Applications . 184WorkCenter . 184Email Approvals – Mobile Support . 186Credit Card Interface Enhancements . 188Toolbar. 189Desktop Integration Enhancements . 190Option to Use Untrusted Certificate to Connect to Integration Broker . 190Language Support for Dynamic Displays . 191User Interface Enhancements for Dynamic Displays . 191Microsoft Office 2010 Support . 1914Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013IntroductionThis section discusses: Purpose of this document Related ResourcesNote: These release notes reflect functionality delivered through PeopleSoft HCM 9.2.002.Purpose of This DocumentThis document provides an overview of the new features and enhancements planned for Oracle’sPeopleSoft Human Capital Management and Enterprise Learning Management 9.2. It is a road mapintended to help you assess the business benefits of upgrading to PeopleSoft Human CapitalManagement and Enterprise Learning Management 9.2 and to plan your IT projects and investments.“HCM” is used throughout this document as a means of grouping our extensive family of products. Moreinformation about all our products can be found on our Oracle PeopleSoft Applications page.This document is only a preliminary version and is not subject to your license agreement or any otheragreement with Oracle. The final version will be the PeopleSoft Human Capital Management andEnterprise Learning Management 9.2 Release Notes. This document contains intended developmentsand functionalities and is not meant to be binding on Oracle to any particular course of business,product strategy, or development. Please note that this document is subject to change by Oracle at anytime without notice.Throughout this document, you will find examples of Oracle’s ingenuity at work. In each section, weprovide detailed descriptions of exciting features, functions, and products in PeopleSoft HCM 9.2, alongwith business benefits that you will be able to achieve.Note. Only those products that have significant enhancements are mentioned in this release document.Related ResourcesThis section discusses four publications that provide in-depth technical and functional information fornew and enhanced functionality in release 9.2. In many cases, the content in this document may haveoriginated in the referenced documents.Statement of DirectionThe statement of direction typically is published 9 to 12 months prior to a release. It provides a highlevel overview of the major focus of product development efforts, enabling high-level business decisionmakers to begin preliminary upgrade planning.Copyright 2013, Oracle and/or its affiliates. All rights reserved.5

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Release NotesRelease Value PropositionThe release value proposition provides more functional details than the statement of direction, identifiesmajor enhancements, and articulates the expected business benefit. This document is designed to helpyou to determine whether new product features might warrant upgrading from an old release orembarking on a new implementation. With this information, managers will be able to initiate preliminarybudget planning and begin putting together a project team to further evaluate specific products.See PeopleSoft Human Capital Management 9.2 Release Value Proposition.Prerelease NotesPrerelease notes provide more functional and technical details than the release value proposition. Thisdocument describes how each enhancement functions within the context of the greater businessprocess. This added level of detail should enable project teams to answer the following questions: What out-of-the-box functionality will change? What customizations may be affected? How will an upgrade or new implementation affect other systems? How will these changes affect the organization?After the project team has reviewed and analyzed the prerelease notes, business decision makersshould be able to determine whether to allocate budget and initiate implementation plans.Release NotesRelease notes are published at general availability (GA) and validate the final scope of the release. Therelease notes discuss the features and enhancements that are available with the GA release of eachproduct, describing the finalized functional and technical details that will enable project teams to confirmbudgets and complete implementation plans.Cumulative Feature Overview ToolThe Cumulative Feature Overview Tool helps you plan your upgrades by providing concise descriptionsof new and enhanced solutions and functionality that have become available between your starting andtarget releases. You simply identify the products that you own, your existing release, and your targetimplementation release. With a single click, the tool quickly produces a customized set of high-level,concise descriptions of features that have been developed between your starting and target releases.The tool’s output is a Microsoft Excel spreadsheet, so you can easily manipulate and sort the resultsany way you wish or copy the content into other implementation planning documents.See PeopleSoft HCM Cumulative Feature Overview Tool.Video Feature OverviewsPeopleSoft creates Video Feature Overview webcasts developed by PeopleSoft InformationDevelopment with input from Oracle PeopleSoft Development and Strategy Organizations. Thesevideos are generally five minutes or less in length and provide a fantastic overview of the feature beinghighlighted. There are also direct links elsewhere in this document to specific Video Feature Overviewsin those sections where the feature is being discussed. So if you encounter a feature description inthese Prerelease Notes and there’s an associated Video Feature Overview link, you can choose towatch the video to learn about the feature’s functionality.6Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013If you are an existing Oracle/PeopleSoft customer, you can view some Video Feature Overviews forupcoming 9.2 features on this My Oracle Support, password protected PeopleSoft Video FeatureOverviews for 9.1 Feature Packs and 9.2 page.If you are not currently an Oracle/PeopleSoft customer, you can enjoy our public-facing Video FeatureOverviews on our YouTube Channel.PeopleSoft Information PortalPeopleSoft works hard to be sure you have as much information as possible about our applications andtechnology. The PeopleSoft Information Portal provides you with a single entry point to locate thedocumentation, training, and other useful information you need to help with your implementationprocess and improve your daily experience with our products. The portal includes our popularInformation Solution Sheets (in downloadable PDF format) and links to our applications community,online help and support.Social MediaYou will find lots of great information about PeopleSoft applications and technology through varioussocial media platforms. Some of the information may pertain to this current release. We recommendyou subscribe to the PeopleSoft social media sites to be kept current on the latest news and informationfrom PeopleSoft. Direct links are provided below for your convenience. Applications Strategy Blog Legislative Updates Blog PeopleTools and Technology Blog Twitter Facebook LinkedIn YouTubeCopyright 2013, Oracle and/or its affiliates. All rights reserved.7

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Release NotesExecutive SummaryPeopleSoft Human Capital Management (HCM) is a world-class, HCM solution for organizations ofevery size, region, and industry. Only Oracle has a global, web-based, single system HCM solution thatcovers every aspect of the HCM road map—from core human resources (HR) transactional functionalitythrough service automation and delivery to integrated enterprise talent management solutions.Businesses are continuously being asked to do more with less. PeopleSoft HCM and ELM 9.2 focus onSimplicity, Productivity, and Lower Total Cost of Ownership. By delivering simple, streamlined businessprocesses with embedded information, Employees can complete their transactions quickly, access theinformation they need without interrupting their transactions, and can complete their tasks withoutrequiring assistance. Managers are alerted to the tasks that need their attention and can completethose tasks efficiently, allowing them to be more productive. And with the flexible options and widecapabilities of both the application and the toolset, Administrators can develop and configure businessprocesses that truly have positive impacts on business performance.We continue to deliver new and enhanced functionality designed to help drive organizationaleffectiveness, provide decision support tools to facilitate intelligent business execution and offercustomers more flexibility through the use of additional configuration options, integrations, and newtools capabilities.Information regarding the product roadmap and the continued evolution of the PeopleSoft HCMapplications can be found on the Oracle PeopleSoft Human Capital Management web site.8Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Enhancements That Are Common To MultipleApplicationsOracle continues to deliver enterprise-wide features that enhance your ownership experience and helpyou run your business more efficiently and profitably. With the release of PeopleSoft Human CapitalManagement and Enterprise Learning Management Release 9.2, Oracle delivers: PeopleSoft Search Pivot Grids Embedded Help New PeopleSoft Online Help Solution PeopleSoft Continuous Delivery Model PeopleSoft Update Manager iPad Certification PeopleSoft Interaction Hub PeopleSoft Talent Management 9.2 to HCM 9.1 IntegrationsPeopleSoft SearchPeopleSoft Search Video Feature OverviewPlay NowHuman resource and learning applications contain a wealth of data, but finding information in themquickly can be difficult. PeopleSoft Search uses Oracle’s Secure Enterprise Search engine andPeopleSoft Search Framework to enable global and keyword contextual searching so users can find theright information quickly in the PeopleSoft applications.PeopleSoft Search capabilities were initially available as part of the continuous delivery model on thePeopleSoft HCM and ELM 9.1 releases. We have continued to expand and enhance these capabilitiesin the PeopleSoft HCM and ELM 9.2 releases.With PeopleSoft Search integrated into HCM and ELM, users can interact with the application in a newway. From one keyword search entry field at the application level, users are able to search for andfurther refine their results to quickly pinpoint the information they need globally across the application.Actions related to the search results are available with one click, enabling business processes to begindirectly from the search results without requiring menu navigation. This functionality increasesproductivity by significantly reducing the steps required to complete many business processes. Theresults returned and any actions available to the user are based on their access level, keeping yourdata secure.Copyright 2013, Oracle and/or its affiliates. All rights reserved.9

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Release NotesAt the component level, keyword search pages are enabled for some components to enhance thecurrent search capabilities for administrators.Global Search with Related Actions10Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013The preconfigured search definitions, or SES indexes, that Oracle delivers in the HCM and ELM 9.2releases are listed below. Person Job Data* Time Sheet Compensation History Career Plans Succession Plans Absence Requests Absence Balances Performance Documents Health Benefits* Total Rewards Applicants Job Postings Additional Pay* General Deductions* Garnishments* Learning (This search definition exists in the ELM database, and can be configured as a remotesearch from HCM)*These search definitions are available for both the Global Search and the component Keyword Search Pagesearch features. Additional Pay, General Deductions, and Garnishments are grouped under Payroll for NorthAmerica in Global Search.In addition to the new search definition, a new My Associations facet is delivered for some of the searchindexes to quickly identify results that are related to the user. Additional search fields are added to theJob Data search, allowing administrators to search based on Pay Groups and National ID.PeopleSoft Search, implemented both as a global search option and at the component level as aKeyword Search Page level, is a tool that will benefit everyone in your organization. It is a flexiblesearch solution that provides easy access to needed data and allows users to begin transactionsdirectly from the results. This PeopleTools feature extends beyond HCM and ELM, allowing customersto include indexes from PeopleSoft CRM, Financials, or even external indexes created by thecustomer. The new search indexes can be easily configured by customers without coding.Copyright 2013, Oracle and/or its affiliates. All rights reserved.11

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Release NotesPivot GridsPivot Grids Video Feature OverviewPlay NowAs organizations enable managers to make more strategic decisions on their talent, it is critical toempower them with the proper tools to support this while maintaining data privacy. Pivot Grids wereintroduced in PeopleTools 8.52 to provide self-service, interactive analytical grids and charts for usersto slice and filter data.Organizations can easily deploy the dynamic reporting and analytics capabilities of pivot gridsembedded within transactional pages to support key personnel, organizational, and compensationdecisions. Pivot grids allow users to view the data within the context of the transaction, eliminating theneed to export data to a spreadsheet, thereby ensuring proper data security.Pivot Grids use PS Queries as the basis to gather the data and then transform the results into easy touse pivot tables or charts. Customers can utilize the delivered pivot grids, or quickly configure their ownusing a 5-step setup wizard based off of any PS Query.PeopleSoft HCM and ELM 9.2 deliver multiple pivot grids in the following areas: Core HR Compensation ELM Global Payroll and Absence Time and Labor Talent Acquisition ManagerExamples of the pivot grids are detailed in the product sections below. For more information on PivotGrids, see the PeopleTools 8.52 Release Value Proposition document on My Oracle Support.See AlsoHeadcount Pivot GridsCompensation Pivot GridsLearning Pivot GridsDepartment Analysis using Pivot GridsTime and Labor WorkcenterRecruiting Pivot Grids12Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Self-Service Reporting FrameworkThis functionality was delivered in PeopleSoft HCM Image 9.2.002.It is inefficient for administrators to take on the responsibility of generating and manually distributingstatutory reports for all employees. The Self-Service Reporting Framework enables administrators toprovide employees with the ability to generate statutory reports through self-service.The flexibility of this framework enables administrators to: Create report groups to categorize similar kind of reports. Control the display of reports on the self-service pagelet based on statutory and companyrequirements. Configure reports under various available report templates, which provide filter parameters thatemployees can select when they generate reports. Define and control report filters dynamically based on the existing BI Publisher report queries.Employees access the enabled reports through a new Self Service Reports pagelet on their homepage.Self-Service Reports pageletEach folder in this pagelet represents a report group. If you expand the report group, you can see all ofthe reports that are enabled for the employee to generate. Click a link for a self-service report to accessthe Statutory Reports page where you can enter parameters for the report and generate it.Copyright 2013, Oracle and/or its affiliates. All rights reserved.13

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Release NotesStatutory Reports pageEmbedded HelpMany tasks that Employees, Managers, and Administrators need to complete within an HCM or ELMapplication only need to be completed on an occasional basis but can involve several steps. PeopleSoftHCM and ELM 9.2 continue to streamline and simplify these tasks for the users. By deliveringembedded help for key transactions, users are able to access the information they need to navigateefficiently through these unfamiliar tasks and complete their transactions.Detailed, embedded help now appears to users when they select the information icon available ongroup boxes, grids, or scrolls on a page. These page-specific instructions are designed to help usersquickly understand what they need to do to complete the specific task at hand. The help appears in amodal window that can be moved but remains visible as users navigate through the page. Embeddedhelp is easily configurable, enabling organizations to create, edit, and provide their own embedded helptext, ensuring that it fits their particular business processes and meets the needs of their users.Embedded help was initially delivered as part of the continuous delivery model in the PeopleSoft HCMand ELM 9.1 releases for many key transactions. Embedded help for many additional self service andadministrative transactions are delivered in the HCM and ELM 9.2 releases.14Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Release NotesPeopleSoft Human Capital Management and Enterprise Learning Management 9.2September 2013Embedded Help for Reverse/Adjust PaychecksMaking embedded help available to users increases their efficiency in completing seldom performedtasks, improves employee satisfaction, and reduces the need for assistance from system administratorsor help desks in completing these tasks.New PeopleSoft Online Hel

PeopleSoft Human Capital Management and Enterprise Learning Management 9.2. It is a road map intended to help you assess the business benefits of upgrading to PeopleSoft Human Capital Management and Enterprise Learning Management 9.

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