Understanding PeopleSoft Fluid User Interface Home Pages

This overview discusses the PeopleSoft Fluid User Interface.

Oracle’s PeopleSoft has two user interfaces:

  • PeopleSoft Classic User Interface, which was designed to be used on a laptop and desktop.

    This interface was previously know as PIA (PeopleSoft Internet Architecture).

  • PeopleSoft Fluid User Interface, which was designed to be used on mobile devices, but can also be used on a laptop and desktop.

    Oracle delivers fluid pages for a variety of self-service transactions.

PeopleTools documentation regarding the PeopleSoft Fluid User Interface includes:

  • PeopleTools: Applications User's Guide, Working With PeopleSoft Fluid User Interface.

  • PeopleTools: Fluid User Interface Developer’s Guide

Getting Started with Fluid

Home pages are collections of tiles that users tap to access transactions. A home page can display different tiles on different form factors. For example, several of the tiles on the delivered employee self-service home page do not show up on small form factors (phones).

Users can have multiple home pages. The main Fluid Home provides access to all of these home pages. The Fluid Home appears when users sign into the system in fluid mode (that is, when users sign in from a mobile device or, if fluid is enabled for desktop devices, from a browser that supports fluid pages). Users can additionally access the Fluid Home by selecting Fluid Home from the classic menu.

PeopleSoft Fluid User Interface Concepts

Getting Started with PeopleSoft Fluid User Interface

The Fluid Home initially displays the user’s default home page. To access a different home page, the user taps the home page title and then selects a different home page from the list that appears.

Tapping a tile on a home page opens the corresponding transaction. Most of the delivered tiles open fluid pages, but a few open classic pages.

Home page tiles also can display dynamic information, such as the last pay date or the number of current performance documents. Personalization options enable users to choose which tiles appear on each home page.

PeopleSoft ELM includes four delivered home pages. The delivered home pages and their tiles are described in these topics:

If a fluid page is equivalent to a classic page, then in fluid mode, the classic menu provides navigation to the fluid page rather than to the classic page. For example, when you are not in fluid mode, the classic menu includes the path Main Menu > Enterprise Learning > Instructor Tasks > View Schedule, which provides access to the classic View Schedule page. In fluid mode, this menu path is not available, and instead the classic menu provides a path to the fluid page: Fluid Home > Learning Instructor > View Schedule > Schedule page. This substitution means that the classic page is not accessible at all in fluid mode. The logic that directs users to fluid page rather than an equivalent classic page is known as conditional navigation. Conditional navigation is also the mechanism that displays the fluid home when users initially access the system on a mobile device.

If a user on a desktop or laptop accesses a fluid home page and taps a tile, conditional navigation logic will not redirect the users to a classic page. Note, however, that PeopleSoft HCM ELM delivers some tiles that open classic pages. This is not a function of conditional navigation. The tile opens a classic page because there is no fluid version of the page. The tile functions solely as a navigational shortcut to the classic page.

Note: The user needs to have the appropriate Fluid role to be transferred to the Fluid page. If a user on a desktop or laptop accesses a fluid home page and taps a tile, conditional navigation logic does not redirect the users to a classic page.

This section describes the standard controls that appear either in the banner at the top of every fluid page.

Term

Definition

Home icon (Home)

Tap to return to the main PeopleSoft Home page.

Search icon (fluid) (Search)

Tap to access PeopleSoft Global Search functionality.

Notifications icon (Notifications)

Tap to view actions and alerts in a notifications window.

Actions List icon (Actions List)

Tap to see a list of available actions for the current window. The Sign Out command is always available under this menu, as are context-appropriate personalization options.

Navigation Bar icon (Nav Bar)

Tap to use the Navigation Bar (Nav Bar). The Nav Bar provides handy navigation options such as Recent Places, My Favorites, Navigator (which expands to show the classic menu hierarchy), and Classic Home. Users can also add and remove fluid tiles from the Nav Bar using personalization options.