Using the PeopleSoft Fluid User Interface to Perform Manager Tasks

The My Team fluid pages enable you to browse reporting team structures by manager.

The PeopleSoft My Team pages enable higher-level managers to view summary information about their direct and indirect reports. When a manager accesses the My Teams pages, the page lists his or her direct reports. When the manager has a direct report that is also a manager, the My Team - Summary page will display the View My Team icon and the number of direct reports for that person, as well as all those that report up to that person, in the Directs/Total column or at the bottom of the card.

A manager can access the reporting structure of other employee’s within his or her reporting structure through various means:

• Click the View My Team icon or number link to access that manager’s reporting structure.

  Note: Available only from the My Team – Summary Page page.

• Click the Change Team link at the top of the My Team pages.

  Note: Available at the top of all My Team pages.

Video: Image Highlights, PeopleSoft HCM Update Image 17: Manager View As Feature

Use the My Team tile to access a group of fluid pages that are used to perform manager tasks.

Navigation:

Select Fluid Home under the main menu. On the page that appears, select Manager Self Service. The My Team tile is available on the Manager Self Service landing page.

As a manager, you can add the tile, through personalization, to a system-delivered home page or a home page that you create.

This example illustrates the My Team tile.

Click the tile to access the My Team page and navigate to these manager self-service transactions easily without using traditional menu navigations:

• View employee summaries

• Review employee performances

• See employee compensation

• Check leave balances

• View related or other information, such as pivot grids analytics.

• Review other drop zone related content.

Use the header and page views to at the top of the My Teams pages to view a manager’s team information.

This example illustrates the header and touch point page options at the top of the My Team page for the tablet or workstation.

This example illustrates the header and view page options at the top of the My Team page using a smartphone.

The header displays the name and title of the manager of the team you are viewing regardless of the individual pages you have accessed. Switch the team view by selecting the Change Team link.

When you are viewing the team of one of your reporting managers, breadcrumbs at the top of the page show the reporting hierarchy between you the user and the currently displayed manager’s team. Click the user names in the breadcrumbs to view the team of one of the other managers.

Use the Actions list menu in the banner at the top of the My Teams pages to perform additional team-related actions.

This example illustrates the Actions list menu options in the header of the My Team page.

When you access the My Team pages in fluid, the banner displays the Actions list icon button in the top right corner. The first two items in the Actions List menu are specific to the My Team pages and allow you to view the team within the context of an organizational chart or update job details for a group of people (see Performing Guided Self-Service Transactions in Manager Self-Service for information on submitting job transactions for multiple people).

If you use PeopleTools 8.57 or later, the My Team pages includes a supplementary panel that provides access to related information and simplified analytics to help managers complete their transactions.

For more information about simplified analytics, see product documentation for PeopleTools: Pivot Grid, “Working with Simplified Analytics.”

These videos demonstrate simplified analytics:

Video: Image Highlights, PeopleSoft HCM Update Image 18: Simplified Analytics

Video: PeopleSoft Simplified Analytics

Navigation:

Click the Supplementary Panel tab button on any of the My Team pages.

This example illustrates the Supplementary Panel content for the My Team pages for the tablet.

This example illustrates the Supplementary Panel content for the My Team pages for the smartphone.

For information on how to use the Related Information panel (also known as the Unified Related Content Analytics pane), see PeopleTools: Pivot Grid, “Working with Simplified Analytics,” Accessing Simplified Analytics.

Use the Select Manager page (HR_MGR_SEL_FLU) to search for and select one of your reporting managers in order to view the summary information for that manager’s team.

Navigation:

Click the Change Team link in the header of any of the My Team pages.

This example illustrates the Select Manager page for the tablet.

This example illustrates the Select Manager page for the smartphone.

This page displays a list of all the managers that report up to you. Click a row to change the view to that manager’s team.

(Smartphone) When using a small form factor device, click the (More...) icon to access the Manager Details page to view additional information about the manager, such as title, department, and location when using a smartphone.

Use the My Team – Summary page (HR_DIRTEAM_FLU) to view summary information about your teams that report to you directly or indirectly.

The My Team – Summary page has two viewing modes: a grid view and a card view. The card view displays information in a business card format, with different information on the front and back of the card.

Navigation:

Click the My Team tile on the Manager Self Service home page, or click the Summary touch point on the My Team page.

This example illustrates the grid view on the My Team - Summary page for the tablet.

Note: The grid view is not supported on smartphones.

This example illustrates the card view on the My Team - Summary page for the tablet. The cards display the employee photo on both sides of the card. This example displays the front of the card (contact information) for some of the employees and the back of the card (performance and compensation information) for a few other employees.

This example illustrates the card view on the My Team - Summary page for the smartphone.

Today’s Status

The Today’s Status field on the grid view (and on the back of the card) indicate where an employee is today. The column displays only one icon to indicate the employee schedule for the day, even if more than one schedule applies. There are several icons. The system determines which icon to display using this priority sequence:

Field or Control	Description
(remote work type) icon and link	Indicates that the employee works remote. Types of remote work statuses include: Fully Remote Hybrid Displays as a link and may contain additional text. Select the link to access the Request Details Page to view additional information from the remote worker request setup, such as the person's remote schedule and location. The following link text will display: Hybrid - Remote or Hybrid - Onsite displays when a person's schedule indicates specific days of the week. Remote indicates that a person is scheduled to work remote that day. Onsite indicates that a person is scheduled to work in the office that day. Hybrid - % (hybrid - percentage): displays when a person's schedule indicates a percentage of time for the week or month. Hybrid (with no additional text): displays when days or percentage of time have not been specified. For example, if an employee only selects the number of days per week or month without a percentage amount, the hyperlink will display Hybrid by itself. Note: Although the card view will display the remote status and location, the link to access the details page is available only from the grid view.
(planned absence)	Indicates that the employee has a planned absence for today.
(holiday)	Indicates that the employee is on a holiday break today.
(off)	Indicates that the employee is not scheduled to work today based on the employee’s holiday schedule in Job Data.
(training)	Indicates that the employee is in training today. Information is obtained from ELM or HR Training.
(no show)	Indicates that the employee did not show up to work today when he or she is scheduled to work.

Use the My Team – Performance page (HR_DIRTEAM_EP_FLU) to view performance information for a team. The data comes from PeopleSoft ePerformance and HR Careers and Successions.

Navigation:

Click the Performance touch point on the My Team page.

This example illustrates the My Team – Performance page for the tablet.

This example illustrates the My Team – Performance page for the smartphone.

Use the My Team – Compensation page (HR_DIRTEAM_EC_FLU) to see how employees fit into the salary range for their jobs.

Navigation:

Click the Compensation touch point on the My Team page.

This example illustrates the My Team – Compensation page for the tablet.

This example illustrates the My Team – Compensation page for the smartphone.

Use the My Team – Leave Balances page (HR_DIRTEAM_AB_FLU) to view leave balances for team members.

Navigation:

Click the Leave Balances touch point on the My Team page.

This example illustrates the My Team – Leave Balances page for the tablet.

This example illustrates the My Team – Leave Balances page for the smartphone.

The Leave Balances page always sorts employees by name.

Use the Leave Balances - View Details or View More Balances page (HR_DT_LEAVE_SCF) to view detailed information about leave balances, including the balance and the as-of date for each type of leave.

Navigation:

Click the View Details or View More Balances link on the My Team - Compensation page.

This example illustrates the Leave Balances - View Details page for the tablet and smartphone.

Use the Performance vs. Compa-Ratio page (PTPG_NUI_VWR) to view the Performance v. Compa-Ratio chart and assess the performance and compensation data for your team.

This chart and grid provides managers a quick way to perform the following tasks for their teams:

• Identify outliers within their team (i.e. individuals who are paid too little or too much relative to their performance).

• Perform a manager self-service action on an individual.

• Assess the performance and compensation data.

Navigation:

Click the Supplementary Panel tab button on the My Team - Leave Balances page. To open a larger version of the grid in it’s own modal, click the Display Performance vs. Compa-Ratio in Modal Window icon.

This example illustrates the fields and controls on the Performance vs. Compa-Ratio pivot grid for the tablet.

This example illustrates the fields and controls on the Performance vs. Compa-Ratio pivot grid for the smartphone.

The PeopleSoft Fluid User Interface provides a scatterplot chart that enables managers to view compensation vs. performance data for their team members. This page populates the scatterplot chart with the current compa-ratio and the current overall performance evaluation rating of your direct reports. Direct reports that do not have a performance evaluations will not appear on this chart.

This page displays those employees that are part of the reporting structure you selected on the My Team – Summary Page. When a manager has multiple jobs, the system will show direct reports of the selected job record.

Hover over a data point to view the performance rating, name, and compa-ratio associated with the data point.

The grid below the chart displays the following information:

• The employee name and ID.

• The related actions icon, from which you can access and perform manager self-service transactions.

• The employee’s current job data, including the department, job code, salary, currency, and compa-ratio.

• The last performance review scores.

Click a data point in the chart to display only that person’s data in the detailed grid at the bottom of the page. Click elsewhere on the pivot grid to once again show all employees for that team.

This example illustrates the fields and controls on the Performance vs. Compa-Ratio page showing the filter options for the tablet.

This example illustrates the fields and controls on the Performance vs. Compa-Ratio: Filters page for the smartphone.

The filter panel displays the various categories reflected in the chart: Employee Name and Performance Rating, as well as Job Code, Location, and Department. When you select the check boxes within the filter categories using a tablet or large form factor, the filter panel, chart, and grid dynamically update to reflect data from the criteria you have selected. When you select the check boxes within the filter categories using a smartphone or small form factor, and select Done, the chart and grid dynamically update to reflect data from the criteria you have selected. The group of direct reports appearing on the chart are restricted to those that match the filter criteria and the filter options are limited to match the criteria of those displayed on the chart. For example, if you select to display just the managers in a team and none of them have a performance rating of 5.00, then the chart will show only those employees that are managers and the number 5.00 performance rating will not appear within the Performance Rating category filter. If you do not select any check boxes within a filter category, the chart will display all criteria that applies within the category.