Understanding PeopleSoft Fluid User Interface Home Pages

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 known 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 PeopleSoft HCM self-service transactions.

Fluid mode is enabled in web profiles. If fluid mode is disabled, fluid pages and content references throughout the system are disabled, Users can still access the classic versions of pages that have both classic and fluid versions, but transactions that exist only as fluid components are not accessible. If fluid mode is enabled, an additional web profile setting controls whether fluid mode is available on desktop devices as well as mobile devices. On desktop devices, fluid pages appear only if the browser supports the PeopleSoft Fluid User Interface. Users with older browsers see only classic pages even if fluid mode is enabled for desktop devices.

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

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.

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

• Using the Employee Self-Service Home Page

• Using the Manager Self-Service Home Page

• Using the Workforce Administrator Home Page

• Using the Talent Administrator Home Page

If a fluid page is equivalent to a classic page, then in fluid mode, the classic menu provide 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 Self Service > Payroll and Compensation > View Paycheck, which provides access to the classic View Paycheck page. In fluid mode, this menu path is not available, and instead the classic menu provides a path to the fluid page: Self Service > Payroll and Compensation > Pay. 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 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.

Documentation for the delivered home pages includes information about conditional navigation for the delivered fluid transactions:

• Employee Self-Service Home Page

• Manager Self Service Home Page

A standard banner appears at the top of every fluid page. The banner includes the page title and these standard buttons:

Field or Control	Definition
(Home)	Tap to return to the main PeopleSoft Home page.
(Search)	Tap to access PeopleSoft Global Search functionality. Note: Related actions from Global Search results are not supported on phones, but they are supported when viewed with laptops and tablets.
(Notifications)	Tap to view actions and alerts in a notifications window.
(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.
(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.