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How to Personalize My Team Pages in PeopleSoft

Julie Alonso, Product Management Director at Oracle, recently wrote about how to personalize My Team pages in PeopleSoft.

The My Team pages allow managers to see, at a glance, a range of human resources information for their direct line reports – including job information, contact information, leave balances, performance data, and compensation data. A new feature delivered in PeopleSoft HCM Image 32 is the ability to personalize the My Team page for managers.

How to Personalize My Team Pages

Alonso laid out step-by-step instructions for how to personalize My Team pages for managers.

Step 1: Log In as a Manager

The image below shows the delivered My Team page (pre-Image 31) when logged in as RCHANNING, a manager.

Delivered-My-Team-Pages

Step 2: Log in PS/PS a PS Administrator

Use the new setup page to configure the My Team for your managers.

My-Teams-Pages

Navigation: Set Up HCM > Common Definitions > My Team Configuration > Configure My Team

The My Team setup page allows you to:

  1. Change the tab order display
  2. Change the Tab label (ex. updated from Summary to My Team Summary)
  3. Hide a page from displaying (ex. Using a third-party leave software, not PeopleSoft Absence Management)
  4. Add a ‘custom’ page using Drop Zones (ex. tab for Employee Birthdays or Anniversary Dates)

Configure-My-Team-Pages

Learn how to configure using Drop Zones.

Step 3: Log In as a Manager

You should see that the My Team page has been configured to:

  • Have new tab descriptions
  • Leave Balances Tab as been hidden
  • New Tab ‘My Team Birthday’s has been added using Drop Zones

My-Team-Configuration

To learn more about how to personalize My Team pages in PeopleSoft, check out Julie Alonso’s post attached below.

Additional Resources

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