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In regular HR processes we often come across a requirement of configuring absence type (eg. Sick Leave, Casual Leave) which will accrue balance at the beginning of each month to employees who are enrolled into those leave plans.

Let us consider that an accrual plan needs to be setup to accrue 1 day balance on 1st of each month (For e.g. 1 day on 01-JUN-2019 for the month of June’ 2019).

However,in Oracle HCM Cloud if we use delivered Monthly Accrual Processing Period during absence plan configuration then it will calculate the accrual at end of the period (For e.g .on 30-JUN-2019 for the month of Jun’ 2019).

Below is the configuration page of Monthly Accrual Processing Period:

Oracle Support has accepted this as a bug (Bug 19933904 – login required).

To address the issue, we may follow the below workaround:

Create a Custom Monthly Period with Period Type as Monthly, Period Length as Calendar Month and Sample Start Date as the second day of the month.

The Period should have setup similar to the screenshot below:

Once this period is created the same can be utilized in absence plan to accrue balance on the beginning of each month.

To know more such real world issues, feel free to contact SOAIS .

The post Oracle Cloud HCM – A Useful Work Around appeared first on SOAIS.

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In a recent video (see ‘PeopleSoft talk with Marc Weintraub‘), Rebekah Jackson, VP, Product Management  for Oracle shared insights on Roadmap of PeopleSoft in 2019 and she highlighted that one of the focus is Chatbots.

She said, “We are investing first and foremost in chatbots. We will be shipping our first bots this year in 2019. Once the initial chatbots are out, we will deliver more and more of them. Conversational interface is the key”.

To deploy these new features,your PeopleSoft instance needs to be in application ver. 9.2 and at the latest tools release. But what if your PS application is not in ver. 9.2 and you still want to leverage innovative technologies like chatbot without an expensive upgrade- SOAIS has a solution for you.

We have created a flexible and secure custom chatbot named “Uttara” which can be easily integrated through various communication channels like Skype, Google Assistance, Facebook, Slack, Amazon Alexa etc. with your PeopleSoft application.

A chatbot can give organizations a competitive advantage when it comes to processes and can help reduce the operating cost of an organization where chatbots can do the work of a help desk, or enhance the user experience with conversation-based interactions over a form-driven process.

Beside above advantage of user experience below are few of the use cases of having a chatbot:
  • Approval Management: User can easily process the pending approvals through chatbot.
  • Employee Information: Access employees’ Personal details
  • Absence Management: Quickly fetch leave balance or holiday calendar.
  • Time Entry: Request for effort booking
  • Campus Solutions: Chatbots is the technology which can be extensively used to engage students and help them communicate with application.

Below is a screenshot of conversation screen with our Uttara chatbot

Want to have a POC for your PeopleSoft application? Feel free to contact SOAIS .

The post UTTARA – A Chatbot for PeopleSoft appeared first on SOAIS.

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ODBC Data in Certify allows you to perform the database validation and enables you to store the database values into a Certify variable. You can also import the given database table to a Certify recordset. All of this can done by executing the SQL queries from Certify client. Watch out this video to know how to execute SQL queries from Certify

Using ODBC Data in Worksoft Certify - YouTube

The post Using ODBC Data in Worksoft Certify appeared first on SOAIS.

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This video will help you learn how to format any given cell in MS Excel from Certify. If a cell shows a value like 5.25352E+16 whereas the actual value is 52535235235235300 then how will you validate it from Certify? In addition to that it will also help you understand how to pass the different excel hotkeys from Worksoft Certify.

The post Playing with Excel in Worksoft Certify appeared first on SOAIS.

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With Visual Builder Cloud Service (VBCS), Oracle allows developers to quickly develop and deploy mobile and web applications, all from the browser window. With simple drag and drop actions, VBCS is simple, yet powerful tool to build modern web and mobile applications.

Enterprise applications space has always been dominated by Oracle, and with Fusion Cloud applications (SaaS) taking center stage – VBCS is only a natural extension (PaaS) to that ecosystem.

While developing and deploying may be seem simple, due care must be taken to secure the application. It is in this context, we would like to

explain how application and data security can be enforced in the VBCS applications.

Oracle Visual Builder Cloud Service allows to secure the application in the following ways:
  • Application Security
  • Data Security

Application security (role based) is to restrict the users access only the components that they are supposed to. It hides all other pages in the application.

In VBCS, we can set restrictions on entire pages, or just on certain components in a page. When we want to restrict access to a text field or a button in a page, we use dynamic UI controls.

As an example, we can hide the navigation button to a page or a tab by use of the below expression to set component visibility by role:

<oj-bind-if test=“$application.user.roles.role_name” >  </oj-bind-if>

Data Security controls what data a user can access in the application.

Role based security alone is not enough to make an application secure – we must always use it with data security to build a robust and secure application.

When we secure the data to be exposed for a specific user, even if someone spoofs the role, the REST call only returns an empty data set.

In the illustration below, we show how a page can be secured only for specific application roles:
  1. In the Business Objects panel, open the Business Object Editor
  2. Click the Security tab in the editor, click the icon next to Role-based Security to enable it.
For setting Role-Based view restrictions on a page we use the following JSON code snippet in JSON Metadata of the page/flow:

“security”: {   

“access”: {      

“requiresAuthentication”: true,     

“roles”: [“role_name“]    

}}

After adding the above code snippet, open the ‘Who Am I?’ utility and run the page as a user who does not have access, the page will no longer load as shown below:

To know more about how Oracle Visual Builder Cloud Service can benefit your business requirements, Contact us.

The post Security in Oracle Visual Builder Cloud Applications appeared first on SOAIS.

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We are sure the Peoplesoft old timers would remember Sparky – the button with a friendly dog image used to fetch results in the Process Monitor. For some reason, Sparky was retired coinciding with the release of Peoplesoft 8. No one knows why it was even introduced in the first place. Rumors has it that it was a representation of the pet dog of Dave Duffield – Peoplesoft’s co-founder. Ok, why should we write about it now, after almost 18 years of Sparky’s retirement?

Well, it has made a tremendous comeback. With the ever-changing landscape of enterprise applications, there is a need for the products to cope up with the emerging technologies and offer their benefits to the customers. Peoplesoft, in its recently published roadmap, has underpinned the need to incorporate AI and ML in its products to deliver better user experience. One such space is the implementation of Chatbots, which can drastically alter the way users interact with Peoplesoft. And our friendly Sparky is back with this task.

It’s interesting that Peoplesoft product managers have chosen Sparky as the assistant. Just like we associate loyalty and trust with our dog friends, Peoplesoft users, going forward can trust Sparky for any queries they have in the application.

In the Peoplesoft SIG 2019 that we recently participated, we were shown how a leave request can be submitted, check leave balances and cancel leaves, all with a simple request to Sparky. And the results were instant. In that event’s keynote address, Rebekah Jackson, VP of Strategy & Product Management at Oracle stressed the need of Chatbots in the modern ERP products, and that more and more investments are being done to service more requests within the chatbot – both in Peoplesoft HR and Finance.

Though this is in its developmental stage which may be released any time this year, we believe it is going to take Peoplesoft to a new level – being classic, being contemporary.

If you are not using the latest version of Peoplesoft, but still want to leverage the usefulness of Chatbots, you may want to check our blog here.

Contact us to learn more about digital assistants and they can transform your business.

The post Sparky – Peoplesoft’s pet dog and the Chatbot appeared first on SOAIS.

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SOAIS was at Transform 2019, the Annual Customer Conference for Worksoft Customers, was held from March 4-7, 2019 at Dallas, TX. This was attended by about 200 delegates from across the globe, mostly existing customers, partners and user community of Worksoft. The attendees got an opportunity to share experiences, success stories and feedback on the Worksoft Product Suite.

The most important and biggest highlight of the conference was announcing the launch of Worksoft Certify XI and sharing Worksoft Product Roadmap. There were a host of topics that were covered over the two full day sessions right from Modern Automation COE, DevOps: Tools and Teamwork, Agile Methodology, Automation Accelerators, RPA Success Stories using Certify, Mastering Testing for Web and Fiori with XFs, etc.

Another important announcement was regarding the recent acquisition of Worksoft by Marlin Equity Partners. The Worksoft management is very upbeat with this acquisition and expecting to go aggressive in the market this year with more budgets and resources.

The delegates from different companies got a chance to interact with each other over Lunch and short breaks between the sessions. There were few sessions held where customer delegates got to share their success stories with all others. One such interesting session was on RPA success stories using Worksoft Certify.

As SOAIS team, we got to meet customers with whom we have been working for the past many years. It was also a chance to catch up with our Worksoft colleagues with whom we interact on a near daily basis.

Overall it was a great experience for us and for everyone and a great event from Worksoft!

The post Transform 2019 – Worksoft Customer Conference – SOAIS’ Experience appeared first on SOAIS.

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Employee Engagement – The cornerstone of HCM

SOAIS has a proven track record to deliver solutions out of the box, not just in Oracle applications. One of our customers recently wanted a functionally simple change to improve employee engagement – but from a technical standpoint, there were challenges.

Here is a sneak peek to the problem and our approach.

Problem statement:

Whenever a new employee joins the organization, a welcome email is triggered from Peoplesoft. This email was sent from Peoplesoft Support email ID. The mail content had a generic salutation to the new joiner as ‘Dear Employee’ followed by an image which has the message for the new joiner along with a photo of the CEO of the organization.

Though this has been there for quite some years, our customer wanted to make this email more personal to the employee. The requirement was to

  1. Trigger the email from the CEO email ID.
  2. Use new joiner name, instead of ‘Dear Employee’. This name should be embedded within the image itself rather than printed outside.
Challenge:

Though the email ID of the CEO can be added as the message sender, the real challenge was to embed new joiner’s name on the image. We tried to use the generated image as a background image, but Office 365 wouldn’t support it.

Approach:

We started looking at the image as three different parts – the background image with the photo of the CEO, the mail content and the company logo; and worked on processing it. When the code included CSS, it rendered beautifully in the Outlook web clients (Chrome, Firefox, etc..,), but the Outlook client didn’t support CSS. There was only one option, i.e., to code the entire image with the content only using HTML. After much research and some trial and errors, we decided to use a feature in HTML, which can be used to get the desired output only with HTML coding. This code was then used in a Peoplesoft program to generate the email content internally and sent the resultant image as an attachment to the new joiner.

Result:

Generating a desired image only with the help of HTML was a challenge, where we had to use different capabilities of the HTML. It was a great learning experience for the team as well. Our team was appreciated for providing a solution, though the skills required to solve this problem was outside the purview of PeopleSoft.

The customer was elated with the outcome and they now interested to implement similar solutions at business unit levels, for various communications to stakeholders.

Are you thinking of a similar change to system to engage employees better? Write to us.

The post Employee Engagement – The cornerstone of HCM appeared first on SOAIS.

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Implementing VPF in PeopleSoft HCM

What is VPF?

  • Voluntary Provident Fund is one of the best retirement investment option where a salaried employee can voluntarily contribute more than the upper ceiling of 12% towards his/her PF Account which can go up to a maximum of 100% of the salary.
  • It is an extension of the Employee’s Provident Fund as part of Benefits.

Though not mandatory for the employees, it has many benefits, viz.., risk free, tax benefit (under section 80C), proceeds on maturity being tax free, transferable, loan option, easy process to enroll and above all same interest rate as the Employee Provident Fund (EPF).

This VPF enrollment was proposed to be introduced to one of the SOAIS customers as part of employee benefits program. This customer has around 20,000 employees.

Design & Solution:

Firstly, the customer detailed out the expectations to ensure a user-friendly VPF page easily accessed by all the employees in PeopleSoft HCM. Keeping in mind the customer’s expectation, a simple interactive page was created. This was effectively introduced for the employees to fill in their VPF details in terms of percentage declaration.

The opt-in window was kept open for the employees during a specific period of every month until they complete their first enrollment during the financial year. The VPF user interface page however, also gave an option to those employees from India who returned from on-site assignments in a different country.  These employees can enroll for this scheme after their new PF number is allotted. The same process was enforced for the new joiners and for the employees who have been transferred between different companies.

Once the cut-off date for a month was over, a report was designed to be sent to the payroll team for further processing of the request.

Soon after the launch of VPF benefit to all India employees, the customer saw around 1000+ employees smoothly opting in for it within 5 days of go-live. The response to the new change was well received as the queries to the helpdesk regarding the enrollment were very few as the page was self-explanatory and user-friendly.

Overall, the entire VPF process was designed as per the customer’s expectations which has been running smooth ever since it has been implemented.

Does your organization have similar requirements? For flawless implementation of employee benefits, contact us, and we are here to help you.

The post Implementing VPF in PeopleSoft HCM appeared first on SOAIS.

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We often hear about the importance of emotional intelligence and emotional quotient thrown about randomly in soft skill courses of the corporate world and we are increasingly hearing this from the researchers and scholars. But truly how much of its importance has been adopted in the actual practice of the corporate world? I would like to start the discussion with my query ‘Should the HR systems gear up to start tracking the emotional intelligence and emotional quotient of every employee?

The credit for introducing and popularising the concept of emotional and social intelligence should perhaps go to Daniel Goleman, an author, psychologist and science journalist for New York times and who wrote the book ‘Emotional Intelligence and Social Intelligence: The New Science of Human Relationships.’ The fact that his website is extensively devoted to materials, virtual courses and schedules of certification programs in this subject is a testament to the importance he places on this attribute. Later other researchers like Peter Salavoy and John Mayer have contributed significantly to this area.

Why should emotional and social intelligence be considered critical in employees by Corporate organizations?  The answer is simple – this is the attribute that is the basis of any other critical skills, which affect individual integrity and performance as well as leadership and teaming abilities. According to Daniel Goleman Emotional and Social intelligence enables one to manage and control one’s own emotions as well as understand and respond to emotions of others. Everything worthy starts with awareness – by that I mean every action and every reaction. It is therefore important to make employees aware of how their emotions affect both their behaviour and how that in turn affects their interpersonal behaviour. Simply put, if an employee is conscious of their emotion and in control of their emotion, they can fruitfully and positively improve their – teaming abilities, empathy, social skills, tolerance and adaptability, anger and reaction management, stress management, tie management and communication.

So is this a skill that can be taught and inculcated? According to scholars and researchers the most important aspect is to focus and improve curiosity quotient, inculcate the attribute of having an open mind to learn and understand greater points of view not just one’s own. The continuous desire to find more information, to learn about things, helps to gather and absorb information, analyse self and others better  and take informed decision and if required change decision or respond in a manner as the need may be without compromising integrity. If we can nurture and sustain a curious mind, we earn more and in consequence we absorb and adopt more. Curiosity is an attribute that can be nurtured and cultivated, being aware and being more open are attribute that can be nurtured and cultivated; so emotional intelligence can be nurtured and cultivated. The first step is to plant the thought and keep the mind open to the ever flowing lessons from the universe.

With Digital revolution happening around us, social media and apps allowing a platform to everyone to emote and react and respond, the next big revolution according to experts will be social revolution, the next big focus will be society and environment in all its gamut of areas and we are already seeing that happening. Corporate organizations irrespective of its business cannot stay isolated, they will need to stay relevant and as their business expand and functions evolve, they will still work with human resources. Today corporations are tracking employee behaviour on social media and taking suitable actions wherever there are examples of deviant behaviour. But that is only a punitive measure. Tracking emotional intelligence positively and extensively and using analytics can yield many benefits for corporates Corporate companies.  The HR systems therefore, must gear up to track the emotional intelligence of employees by tracking each component of emotional and social intelligence right from curiosity to learn, social empathy, response and communication others, self-control and anger management, teaming  ability, stress management, social giveback etc. These parameters can then be monitored and evaluated for next role and made part of performance evaluation.

About the author:

Sonali Sengupta is a regular contributor on SOAIS blogs and brings to the table 25 years of HR domain & technology experience. She has led several large HR transformation programs and has seen HR evolve from a back-office, operations function to a strategic enabler of customer businesses. Sonali can be contacted at sonali.sengupta2001@gmail.com

The post Why HR Systems must start tracking emotional and social intelligence appeared first on SOAIS.

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