Revolutionizing User Experience with Fluid Navigation
Explore the transformation brought by Fluid in PeopleSoft HCM, offering a more intuitive interface and improved navigation. Get insights into the migration process, what to expect, and the evolution of user interaction methods. Discover the impact of Fluid on system functionality and learn about upcoming updates to support mobile devices.
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Presentation Transcript
FLUID OVERVIEW WEBINAR POSITION AND BUDGET MAY 1, 2019
AGENDA Background Overview of Fluid Terms and Navigation Demonstration of Fluid Navigation
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
WHAT IS FLUID? Not all pages are updated with a Fluid look and functionality Pages within PeopleSoft HCM are accessible via a mobile device, but currently only access through computers are supported Expected mobile devices will be supported in the future
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
SETTING EXPECTATIONS Fluid go-live date: Tuesday, May 7th Users will be locked out from noon on Friday, May 3rdthrough early on 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 Position and Budget Fluid Navigation Job Aid https://dpm.wi.gov/Documents/STAR%20JobAids/Fluid_Nav_PositionBudget.pdf Intro to Fluid ESS video will be available
FLUID STRUCTURE HOMEPAGES, DASHBOARD, TILES, NAVIGATION COLLECTIONS, WORKCENTERS
HOMEPAGE LANDING PAGE WITH A COLLECTION OF TILES OR DASHBOARDS 3 Homepages: Employee Self Service (default) Manager Self Service Workforce Administrator
HOMEPAGES If you have multiple home pages, select where you want to go from the drop-down
HOMEPAGE WHAT YOU SEE BASED ON SECURITY ROLES Access to Homepages and Tiles within those Homepages based on your security ESS ESS all employees MSS MSS managers and time approvers only (AM_SUPERVISOR, TL_MANAGER and TL_ADMIN_WCS) Workforce Administrator Workforce Administrator HCM Core Users
SEVERAL WAYS TO NAVIGATE IN FLUID Navigation Options: Navigation Collections preferred and most efficient Navigator (like classic menu) My Favorites WorkCenters
DASHBOARDS AND TILES A Dashboard Dashboard is a collection of Tiles that isn t a Homepage Tiles 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
NAVIGATION COLLECTION EXAMPLES A Navigation Collection Navigation Collection is a compilation of folders and pages grouped by functionality in a Tile or WorkCenter
NAVIGATION OVERVIEW On the upper right hand top of the page, there are several buttons
NAVIGATION COLLECTION LAYOUT Navigation Collection Pages within Nav Collection
WORK CENTERS A WorkCenter WorkCenter is used to increase the productivity of users by streamlining and simplifying their work in a central place (e.g. HR WorkCenter, Payroll/Benefits WorkCenter).
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
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
DEMONSTRATION OF FLUID NAVIGATION WORKFORCE ADMINISTRATOR
