PeopleSoft ESS

PeopleSoft Employee Self Service

September 2018

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Agenda
 Fluid User Interface
– Fluid User Interface Concepts
– Fluid Home Pages
– Fluid vs Classic
 Employee Self Service Fluid
– Delivered ESS
– Albertsons ESS
 Albertsons ESS Tiles
 Navigation Collections
 Tile Wizard
 Structure and Content
– Activate Tile
– Renaming Tiles
– External Link
– Security
 PeopleSoft Portals
 Migration
 Demo
 Questions

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Fluid User Interface Concepts
 What is Fluid
– PeopleSoft Mobility on Any Device
– New Online Desktop Experience
– Native Tablet / Phone Experience
– Optimized Across Multiple Form Factors
– HTML5 / CSS3 PeopleSoft Pages
– End User Personalization
– Single, Merged Solution Across PeopleSoft

 Why You Care

– Simple and Intuitive to Use
– Lower Training Costs
– Easy to Provision and Deploy
– Seamless User Experience Across Platforms
– Consistency Across PeopleSoft and Oracle
– Uses Existing PeopleSoft Tool Set
– Delight Your PeopleSoft Users

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Fluid Home Pages
 Home Pages are
designed to
meet the needs
of a role.
 Examples:
 Employees
 Managers
 Workforce
Administrator
or Human
Resources
 Developers
or Power
Users
(Security)
 Home Pages are
controlled using
Roles and
Permissions

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Fluid vs Classic
 The PeopleSoft Fluid User Interface (UI) is a modern, responsive UI that lets you work
on phones, tablets and desktops. The Fluid Page will adjust to the size of the display.

Desktop Phone

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Fluid vs Classic
 The Classic UI is limited. It displays in a working format on a desktop, but does not
render a friendly display on phones or tablets.
 DESKTOP PHONE

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Delivered Employee Self Service Home Page
 The Employee Self Service Home page is used to access a variety of employee self service transactions.
Albertsons has utilized the delivered self service tiles in PeopleSoft Update Manager (PUM) 19. Albertsons has
added additional custom tiles. New functionality is released with every PUM image. During each upgrade
project, new ESS functionality will be reviewed to see if it can be utilized.

 ESS Tiles
– Company Directory
– Time
– Payroll
– Payslips – Global Payroll not
used
– Personal Details
– Talent Profile – Not used
– Performance

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Albertsons ESS Home Page
 The Albertsons ESS Home page Tiles are controlled with PeopleSoft security permission lists.
 SWY_SS_EMPLOYEE_FL - Backstage
 SWY_SS_EE_RETAIL_FL – Retail
 SWY_SS_PHL_EMPLOYEE - PHL
 SWY_SS_ABS_REQUEST_FL – By Paygroups
 The Worklist Tile will be displayed on ESS if the
 Employee is also a Manager

 ESS Tiles
– My Payroll
– My Time Away from Work
– My Schedule
– My Personal Information
– My Job Information
– Employee Support Services
– My Professional Profile
– My Learning Development
Center
– Internal Job Postings
– Worklist
– My Benefits
– Company Directory
– My To Do List
– Albertsons News

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Tiles – Delivered vs Custom
 Security  Albertson ESS Tiles  Delivered ESS Tiles
– Backstage and Retail – My Payroll – Payroll
– Paygroup Permissions – My Time Away from Work – Time
– Retail – My Schedule – Custom
– Backstage and Retail – My Personal Information – Personal Details
– Backstage and Retail – My Job Information – Custom
– Backstage and Retail – Employee Support Services – Custom
– Backstage and Retail – My Professional Profile – Talent Profile
– Backstage and Retail – My Learning Development Center – Custom
– Backstage and Retail – Internal Job Postings – Custom
– Manager Backstage and Retail – Worklist – Worklist
– Backstage and Retail – My Benefits – Benefits
– Backstage and Retail – Company Directory – Company Directory
– Backstage and Retail – My To Do List – Custom
– Backstage and Retail – Albertsons News – Custom

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 Payroll Tile
 The payroll Tile is a delivered tile. Albertsons has changed the name
of the tile from “Payroll” to “My Payroll”. The Payroll Tile is a
Navigation Collection. Albertsons has both customized the existing
links and added custom links. Adding, changing or deleting Tiles can
be maintained using configuration in the Navigation Collection.

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 Payroll Tile
 Fluid vs Classic Pages – The links on
the Fluid Payroll Page point to both
Fluid Pages and Classic Pages.
 Paychecks – Fluid – will be displayed
differently depending on the device
used.

 Direct Deposit – Classic Custom –

Direct Deposit is a Albertsons custom
classic page. It will be displayed
correctly on a desktop, but will not
adjust when displayed on a tablet or a
phone.

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 My Time Away from Work Tile

 The Time Tile is a delivered tile. Albertsons has changed the name of
the tile from “Time” to “My Time Away from Work”. All of the links on
the Time Tile are delivered. Albertsons has had to add customizations
to the pages to meet the business requirements for submitting and
reviewing time. This has been done using PeopleCode and cannot be
maintained using configuration.

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 My Job Information Tile

 The My Job Information Tile is a custom tile. This is a custom classic

page that displays pagelets with employee information. The content of
the pagelets can be modified by accessing the pagelet setup and
PeopleSoft query.

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 My Schedule Tile

 The My Schedule Tile is a custom tile. It is a link to an external

PeopleSoft website
 https://myschedule.safeway.com/

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 My Personal Information Tile
 The My Personal Information Tile is a delivered tile. Albertsons has
renamed the tile from “Personal Details” to “My Personal Information”.
A custom consent was added to the Contact Details. All other links
are delivered except “Opt in Notifications” which is a custom page.
The delivered Personal Details Fluid page included a Disability link.
Legal instructed HRIS to exclude that link from the page. This was
removed using security.

Delivered / Customized

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 My Personal Information Tile
 Email Notifications Enhancement

Delivered / Customized

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 My Personal Information Tile
 Opt in Notifications

Delivered / Customized

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Employee Support Services Tile

 The Employee Support Services Tile is a custom tile. It is a tile to a

external PeopleSoft website. This a Knowledge Base site to help the
employee with Albertsons Direct2HR.
 https://safeway.service-now.com/direct2hr

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My Professional Profile Tile
 The My Professional Profile Tile is a delivered tile. Albertsons has
renamed the tile from “Talent Profile” to “My Professional Profile”.
 The delivered Tile included information that Albertsons does not
maintain. The business requirements were to maintain Qualifications
and Education.
 This page can be maintained using security and configuration.

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My Professional Profile Tile
 Navigation to maintain configuration for profile information:
 Main Menu > SetUp HCM > Product Related > Profiles > Profile
Types
 Profile sections can be added or deleted

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My Learning Development Center
 The My Learning Development Center Tile is a custom tile. It is a link to an
external PeopleSoft website providing Albertsons employees with development
opportunities.
 https://ldc.safeway.com/auth/saml/login.php

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Internal Job Postings
 The Internal Job Postings Tile is a custom tile. It is a link to an external
PeopleSoft website for Albertsons employees to review Career Opportunities.
 http://hrd.safeway.com/careers/index.htm

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 My Benefits
 The My Benefits is a delivered tile. Albertsons has changed the name of the tile
from “Benefit Details” to “My Benefits”. The My Benefits is a Navigation
Collection. Albertsons has both customized the existing links and added custom
links. Most of the customization can be maintained using configuration in the
Navigation Collection and Security The contact Information for the
BenefitsWeb. This contact information is maintain through configuration.

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 My Benefits
 The Contract Information for Benefits is maintain in two places

– Address is in Vendor Configuration

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 My Benefits
 The Contract Information for Benefits is maintain in two places

– URL is in the URL Configuration

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Worklist
 The Worklist Tile is linked to Classic Worklist Page which is a
standard PeopleTools grid and provides the functionality to approve
different transactions like Name change, Job Comp/Rate changes
etc.
 Worklists are prioritized lists of the work items that a person (or group
of people) has to do. A worklist is a standard PeopleTools grid;
therefore, the user can use grid personalization features to order and
sort columns. When work is routed to a PeopleSoft user(manager), it
is put in the user’s worklist. To work on an item, the user selects it
from the worklist and is presented with the appropriate page to begin
work.
 The employee will only have access to the Worklist that he/she has
security to maintain.

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 Company Directory
 The Company Directory is a delivered tile. Employees can use the Fluid
Company Directory to view employee personal and job data within the context
of Albertsons organization’s hierarchical reporting structure.
 Enter search criteria in the Search Company Directory field and select Run
Search Button.

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 Company Directory
 Using the Company Directory, you can view the Org chart.

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 Company Directory
 There are multiple jobs that are scheduled to keep the Company Directory up to
date. SDG monitors the jobs to insure that they run to success.
 Direct Report Tables Build
 Main Menu>> Setup HCM>>Common Definitions>>Direct Reports for
Managers>>Direct Reports Tables Build
 Org Chart Viewer Tree Builder
 Main Menu>> Setup HCM>>Common Definitions>>Org Chart
Viewer>>Tree Builder Run Control
 Company Directory Search Index
 Main Menu >> PeopleTools>>Search
Framework>>Administration>>Schedule Search Index

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 My To Do List
 My To Do List is an ESS custom tile for Employees to check different check list
activities and complete tasks assigned to this Check List

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 Albertsons News
 The Albertsons News is a custom tile. News can be display on the Tile.

 The content is maintain

using Text Catalog

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 Navigation Collections
 Navigation to maintain Navigation Collections:
 Main Menu > PeopleTools > Portal > Portal Utilities >
Navigation Collections
 Click Search

 Scroll to Payroll
 Click Edit

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 Navigation Collections
 The existing links are listed.
 Here you can add a link or add a
folder
 In this example, let’s add a link
 Click Add Link

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 Navigation Collections
 Click the Menu Item Lookup

 Navigate to the component that you

want to add to this navigation
collection. In this Example let’s pick
Paycheck Modeler.

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 Navigation Collections
 Choose Option to open in a new
window or replace window.
 There is an option to choose an
image.
 Choose the placement on the page.
 Click OK

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 Navigation Collections
 Click Save
 Additional Steps:
 For the link to appear on the Payroll
Fluid Home page, a request will have
to be made to Security to add the
component and page to the
permission list if it does not already
exist.

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 Navigation Collections
 Links can be maintained:
 Click on the link
 You can Edit the Link
 You can Delete the Link
 Click Save

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 Tile Wizard
 The Tile Wizard provides a user-friendly, browser-based graphical user interface (GUI) that leads you through the
steps involved in creating and publishing a tile. Portal administrators and nontechnical users can use Tile Wizard to
integrate and transform data from a variety of data sources. In this example we will create a tile for the Paycheck
Modeler.
 Main Menu > PeopleTools > Portal > Tile Wizard

 Click Create a new Tile

 Add Tile Name

 Add Tile Title
 Click Next

 Choose the Data Type

 In this example we will
 leave it blank
 Click Next
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 Tile Wizard

 Click the lookup for Content

Reference

 Navigate to Self Service >

Payroll and Compensation
> Paycheck Modeler
 Select Owner ID “Payroll”
 Validate Permission List
 Click Next

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 Tile Wizard

 Keep the defaults

 Add Image if required
 Choose to add to
Homepage, NavBar or
Dashboard
 Click Next

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 Tile Wizard

 Click Publish
 Additional Steps:
 For the tile to appear on
the ESS Fluid Home
page, a request will have
to be made to Security to
add the component and
page to the permission
list if it does not already
exist.
 Next we will review
activating a tile using
Structure and Content

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 Structure and Content – Activate Tiles
 When a new Tile is created, it has to be activated using Structure and Content.
 Navigation – Main Menu > PeopleTools > Portal > Structure and Content

 Click Fluid Structure Content

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Structure and Content – Activate Tiles

 Click Fluid Homepage

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Structure and Content – Activate Tiles

 Click Edit Employee Self

Service

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Structure and Content – Activate Tiles

 Click Tile Content Tab

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Structure and Content – Activate Tiles

 Click Scroll Down to

Employee Self Service

 Or until you see the Tile

you want to activate

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Structure and Content – Activate Tiles

 Check the check box and

select Req-Fix in the
dropdown.
 Req-Fix means that the
employee cannot delete the
tile or change the position.
 Scroll to the bottom of the
page
 Click Save
 Remember, if the tile does
not appear after activating,
the proper security needs
to be put in place for ESS

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 Structure and Content – Renaming Tiles
 A Tile’s name can be changed.
 Navigation – Main Menu > PeopleTools > Portal > Structure and Content

 Click Fluid Structure Content

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 Structure and Content – Renaming Tiles

 Click Fluid Pages

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 Structure and Content – Renaming Tiles

 Click Employee Self Service

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 Structure and Content – Renaming Tiles
 Let’s look at the Time Tile.

 Click Edit

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 Structure and Content – Renaming Tiles
 To change the name of the
Tile, you will edit the label.

 Then Click Save

 Note: IT may have to

bounce the server and
clear cache for the name
change to appear on the
tile.

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Structure and Content – External Links

 Employee Support Services

 This Tile is an external Link
to a web site outside of
PeopleSoft
 This is the process that
HRIS would use to
implement this Tile in
Employee Self Service
 https://safeway.service-now
.com/direct2hr

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 Structure and Content – External Links
 Navigation – Main Menu > PeopleTools > Portal > Structure and Content

 Click Fluid Structure Content

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 Structure and Content – External Links

 Click Fluid Pages

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 Structure and Content – External Links

 Click Employee Self Service

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 Structure and Content – External Links

 Scroll to the bottom

 Click Add Content Reference

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 Structure and Content – External Links

 Name of content reference. If it is a custom content

reference, the name will start with S_.
 Enter the Label
 Enter the Description
 Enter the Product
 Enter the Sequence Number
 Enter the Owner ID
 Enter the Usage Type
 Enter the Storage Type

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Structure and Content – External Links

 Enter Valid Effective Date

 Check No Template
 Check Fluid Mode
 Check Display on Small Form Factor

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 Structure and Content – External Links
 Enter URL Type
 Enter Portal URL
 Enter Content Ref Attributes Name - this
will open the page in a new window
 Enter Attribute value
 Click Save

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 Structure and Content – External Links
 When a new Tile is created, it has be activated using Structure and Content.
 Navigation – Main Menu > PeopleTools > Portal > Structure and Content

 Click Fluid Structure Content

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Structure and Content – External Links

 Click Fluid Homepage

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Structure and Content – External Links

 Click Edit Employee Self

Service

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Structure and Content – External Links

 Click Tile Content Tab

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Structure and Content – External Links

 Click Scroll Down to

Employee Self Service

 Or until you see the Tile

you want to activate

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Structure and Content – Activate Tiles

 To activate tile, Check the

check box and select Req-
Fix in the dropdown.
 Req-Fix means that the
employee cannot delete the
tile or change the position.
 Scroll to the bottom of the
page
 Click Save
 Remember, if the tile does
not appear after activating,
the proper security needs
to be put in place for ESS

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 Tile Security
 The Tile Security can be viewed using Structure and Content. There is both folder security and component/page security.
 Navigation – Main Menu > PeopleTools > Portal > Structure and Content

 Click Fluid Structure Content

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 Tile Security

 Click Fluid Pages

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 Tile Security

 Click Employee Self Service

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 Tile Security

 Click Edit Employee

Support Services

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 Tile Security

 Click the Security Tab

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 Tile Security

 Add the Permission List

that will need access to
the Tile.

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 PeopleSoft – Portals
 What is a Portal?
 In PeopleTools, portal technology consists of PeopleSoft Pure Internet Architecture and the various systems, code,
and standards used for creating and managing portals.
 PeopleSoft Pure Internet Architecture enables internet application deployment through a browser, and enables you to
take advantage of PeopleSoft intranet solutions, internet solutions, and integration technologies. PeopleSoft Pure
Internet Architecture runs seamlessly in portals created and managed by PeopleTools portal technology.
 Albertsons uses two Portals
EMPLOYEE – The default portal used inside of the
Albertsons Network
SELFSERV – This portal is used outside of the
Albertsons Network
This controls what pages can be access
internally vs externally.

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 PeopleSoft – Portals
 The EMPLOYEE portal is the default portal. When logging into Direct2HR inside of the Albertsons network, you automatically
log into the EMPLOYEE portal. You can see that in the URL.

 You log in externally, the application accesses the SELFSERV portal.

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 PeopleSoft – Portals
 The portal can be changed by typing SELFSERV in the URL and hitting enter when the user is logged into the Albertsons
network. If the employee attempts to switch when external, it will redirect back to the SELFSERV url.

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 PeopleSoft – Portals
 Any changes made to the EMPLOYEE portal to ESS Tiles will have to be made in the SELFSERV portal. HRIS will have to
work with IT and Security to ensure that the portals are kept in sync.
 The EMPLOYEE portal The SELFSERV portal

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 Migration

 Tiles can be migrated using a DMS script or using App Designer.

 HRIS will have to work with IT to move Tiles through the migration process
 Remember any ESS Fluid Tile changes will have to be migrated to both the EMPLOYEE and SELFSERV portals.

DMS Tile Export DMS Tile Import

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Demo

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Questions

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