1 / 21

Fluid overview webinar – Human Resources

Fluid overview webinar – Human Resources. May 1, 2019. Agenda. Background Overview of Fluid Terms and Navigation Demonstration of Fluid Navigation. Background. What is fluid?.

yoko
Télécharger la présentation

Fluid overview webinar – Human Resources

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Fluid overview webinar – Human Resources May 1, 2019

  2. Agenda • Background • Overview of Fluid Terms and Navigation • Demonstration of Fluid Navigation

  3. Background

  4. What is fluid? • Fluid replaces the previous menu driven style and gives a more intuitive and modern interface that groups similar items together • Fluid changes the way that you move around in PeopleSoft HCM and should improve your experience • What hasn’t changed? • Page functionality – how you get to a page has changed, but once you get there, the way the system performs generally stays the same

  5. What is fluid? • Not all pages are updated with Fluid look and functionality • Pages within PeopleSoft HCM are accessible via a mobile device, but currently only access through computers is supported • Expected mobile devices will be supported in the future

  6. How we got here…. • Met with subset of agency HR, Payroll and Benefits staff to review new system configuration on 3-13-19 • Met with Employee and Manager Self-Service Focus Groups on 3-19-19 to receive feedback on their experience • Met with Core Agency Focus Groups the week of 4-22-19 to test system functionality • DPM/Central Payroll reviewed all feedback and submitted updates to STAR • System configuration updated based on feedback

  7. Setting expectations • Fluid go-live date: Tuesday, May 7th • Users will be locked out from noon on Friday, May 3rd through early May 7th • Notification of lock out is already on login screen and there will also be an Announcement • Job aids will be updated with new navigation with a focus on ESS/MSS job aids initially – also plan to have critical core user job aids updated • HR Fluid Navigation Job Aid https://dpm.wi.gov/Documents/STAR%20JobAids/Fluid_Nav_HR.pdf • Intro to Fluid ESS video will be available

  8. Fluid structure Homepages, dashboard, Tiles, navigation collections, Workcenters

  9. Homepage – landing page with a collection of Tiles or dashboards • 3 Homepages: • Employee Self Service (default) • Manager Self Service • Workforce Administrator

  10. Homepages • If you have multiple home pages, select where you want to go from the drop-down

  11. Homepage – What you see based on security roles • Access to Homepages and Tiles within those Homepages based on your security • ESS – all employees • MSS – managers and time approvers only (AM_SUPERVISOR, TL_MANAGER and TL_ADMIN_WCS) • Workforce Administrator – HCM Core Users

  12. Several ways to navigate in fluid • Navigation Options: • Navigation Collections – preferred and most efficient • Navigator (like classic menu) • My Favorites • WorkCenters

  13. Dashboards and tiles • A Dashboard is a collection of Tiles that isn’t a Homepage • Tiles are located on a Homepage or Dashboard and allow users quick access to a Navigation Collection or a transactional page • Size of Tiles and Dashboards will adjust based on the size of your screen

  14. Navigation collection examples A Navigation Collection is a compilation of folders and pages grouped by functionality in a Tile or WorkCenter

  15. Navigation overview On the upper right hand top of the page, there are several buttons

  16. Navigation overview (navbar: Navigator)

  17. Navigation collection layout Navigation Collection Pages within Nav Collection

  18. Work centers A WorkCenter is used to increase the productivity of users by streamlining and simplifying their work in a central place (i.e. HR WorkCenter, Payroll/Benefits WorkCenter)

  19. Navigation – important changes • Important Notes • Breadcrumbs are no longer available • Cannot alphabetize the Navigation items • Only those who approve time will have Manager Self Service Homepage (AM_SUPERVISOR, TL_MANAGER and TL_ADMIN_WCS) • HCM Core Users will not have this homepage unless also a supervisor • Most efficient way to access pages is through Tiles and Navigation Collections

  20. Post fluid go-live • If you have any issues (security, unable to run process, unusual error messages…), create a JIRA ticket • Include navigation used and screenshots of the entire page • If you have trouble navigating the system, reach out to your DPM agency support person for guidance – do not submit a ticket • DPM Agency Support – Shari Kaether, Brianna Maki

  21. Demonstration of fluid navigation Workforce administrator, Employee & Manager self service

More Related