Presented at RECONNECT Dive Deep - Virtual 2023
Session ID: 100420

Kaiser Permanente implemented Oracle Guided Learning (OGL) which walks PeopleSoft users step-by-step through transactions. With Oracle Guided Learning, users have access to real time guides that show users how to enter transactions that may be complex or rarely used in the system. Kaiser Permanente created over 340 guides across 14 PeopleSoft Finance and Supply Chain modules. Come hear an overview of the benefits of OGL as well as see a demo of OGL Grants guides. 1) Learn about the features and benefits of Oracle Guided Learning 2) See examples of how KP has implemented Oracle Guided Learning 3) Learn about KP’s approach to implementing and things to consider for implementing OGL

*This session is CPE Eligible.

Presented at RECONNECT Dive Deep - Virtual 2023
Session ID: 100330

Experience new and innovative ways to leverage the PeopleTools platform, including Fluid, Integration, and Configuration.

*This session is CPE Eligible.

Presented at RECONNECT Dive Deep - Virtual 2023
Session ID: 100600

American Electric Power (AEP) is in-progress upgrading their PeopleSoft FSCM 9.0 to 9.2, including the merging of their existing FSCM 9.2 PUM 0 Expenses only application into the upgraded 9.2 FSCM Core Application. Join AEP and Elire for a case study on their complex upgrade journey that encompasses:
- Upgrade of Vertex (Q to O Series) and enhancements to complex tax reporting
- Implementation Fluid for standardizing navigations and support mobile application functions
- Transformation of complex customizations to support future PUM maintenance reductions
- Incorporation of quick win new features together with a roadmap for implementing future phase new features scheduled for release one quarter following the 9.2 upgrade go-live
- Complex environment consisting of over 50 external third-party system integrations consisting of over 150 interfaces

Whether you’re mid-upgrade or still preparing for your next PeopleSoft initiative, this session will be packed with insights on how to set your organization up for upgrade success and take advantage of the expansive features 9.2 has to offer!

*This session is CPE Eligible.

Presented at RECONNECT Dive Deep - Virtual 2023
Session ID: 100300

Use delivered items to significantly automate veterans’ processes from identifying students, dealing with those who don’t file a FAFSA, setup delivered Veterans Reporting pages, eForms for collecting data/documenting acknowledgements, reporting solutions, and more!

• Identifying/marking your veterans (Service Indicators)
• Gathering needed information (GT eForm)
• Automating Aid Year Activation (JobSet)
• Populating Veteran Reporting pages (delivered pages)
• CAF Records (part of setup for Veteran Reporting)
• Course counting towards degree, Remedial/Repeat (HighPoint Course Auditor)
• Creating Cost of Attendance (how to calculate when no ISIR)
• Posting Awards (External Awards)
• Term Roll Forward (delivered process, eForm)
• Reporting (Query Manager, Connected Query)

NOTE - you can go completely vanilla if you choose! We use a few bolt-on's for ease, I'll point out how you can go strictly delivered if you choose.

*This session is CPE Eligible.

Presented at RECONNECT Dive Deep - Virtual 2023

Key features in PeopleSoft PeopleTools 8.60
1 – User Interface enhancements
2​ – Search Framework Enhancements(Switch to Real Time indexing, Date Range Partitions etc)
3​ – Notifications - (Images/Attachments in notification)
4 – Lifecycle Management (Simplifield Usage monitor setup and data collection)
5 - Security and Privacy( Query field masking, Trace data masking, Tracking User Changes in Page and Field Configurator, user access log queries etc)

Presented at RECONNECT Dive Deep - Virtual 2023

This session will use a hands-on demo with Lease Administration. Attendees are encouraged to bring an actual lease example to the session. From there we will select a lease and walk through the steps to build the lease in Lease Administration. We will illustrate the various components of the lease including the header, asset section, chartfields, and financial terms. From there we can perform some quick processing on the lease and view the financial results.

Presented at RECONNECT Dive Deep - Virtual 2023

Giving users access to PeopleSoft can be a tedious, labor-intensive process. Submitting access requests, finding the right role, doing security checks for SOD, provisioning, and conducting user access reviews. Throw in that users are constantly joining, moving and leaving and you can see why automation is mission critical!

Join our demo session where we show how Pathlock can automate the entire onboarding and access governance process – and provide continuous compliance checks as users move around your organizations! Ready to take your user onboarding from hours or days... to mere seconds?

Presented at RECONNECT Dive Deep - Virtual 2023

Automating the financial close checklist process for an organization can bring numerous benefits and enhancements to the user experience. SpearMC has successfully developed this feature using PeopleSoft Activity Guides.
1.Time-saving & Efficiency: Manual tasks that are prone to errors can be automated, allowing finance teams to focus on more strategic and value-added activities.
2.Improved Accuracy & Data Integrity: It ensures that all financial data is accurate, leading to reliable financial reports.
3.Real-time Visibility & Reporting: This helps managers and stakeholders monitor progress, identify bottlenecks, and make informed decisions promptly.
4.Streamlined Collaboration: Team members can access shared data and documents, ensuring everyone is on the same page and promoting better communication.
5.Reduced Compliance Risks: Automated processes can be configured to follow industry standards and regulatory guidelines, minimizing the risk of non-compliance.
6.Scalability: Automation allows organizations to handle a growing volume of financial transactions and complexity.
7.Audit Trail and Compliance Reporting: Performing an automated financial close using Activity Guides leaves a digital audit trail of all activities, changes, and approvals.
8.Data Analysis & Insights: It is easier to analyze data, evaluate in-step cycle times, identify trends and roadblocks, and generate meaningful reports.
9.Reduced Stress: By automating repetitive tasks, finance professionals can experience reduced stress.
10.Adaptability to Changes: Automated processes using Activity Guides can be easily modified and updated to accommodate changes in accounting standards or the organization's structure.
11.Data Security & Confidentiality: Access controls can be implemented to limit who can view, edit, or approve data.
12.User-friendly Interface: Activity Guides provide a user-friendly interface, making it easier for finance professionals to adopt and use the technology effectively.

Presented at RECONNECT Dive Deep - Virtual 2023

Learn how you can streamline PeopleSoft Administration, Upgrade, Maintenance and Support with Cloud Manager 16. PeopleSoft Cloud Manager is an orchestration framework to provision and manage PeopleSoft environments on Oracle Cloud Infrastructure (OCI). Cloud Manager can help creating task specific environments that can last as long as the task is needed. PeopleSoft Cloud Manager will enable you to focus more on business and less on infrastructure management by taking away all the complexities involved in acquiring and managing the infrastructure to run PeopleSoft on OCI. Automatic Provisioning of PUM Images, Metrics Monitoring, Cloning, 1-click upgrade and more

Presented at RECONNECT Dive Deep - Virtual 2023

PeopleSoft Project Costing allows you to efficiently track and manage project costs and investments. Project Costing seamlessly integrates with several other PeopleSoft applications allowing you to automatically accumulate project costs with complete visibility and drilldown to source transaction details. Providing robust project creation and definition, PeopleSoft Project Costing enables effective financial management throughout the entire project lifecycle. This session will provide an overview of Project Costing capabilities including project definition and structure, cost accumulation, project integration, and project reporting.