Understanding PeopleSoft WorkCenters
This topic provides a list of common terms used with PeopleSoft WorkCenters, and an overview of PeopleSoft WorkCenters.
These terms are commonly used when referring to PeopleSoft WorkCenters:
|
Term |
Description |
|---|---|
|
Links Pagelet |
A pagelet that contains links to PeopleSoft components and links to external URL’s. This typically contains links that a user needs to do their daily work. An administrator can add links as needed to suit the needs of your business. |
|
My Work Pagelet |
A common pagelet that contains links to application-designed results pages. The content is filtered by administrator or end user defined criteria. |
|
Pagelet Area |
A collection of application-defined pagelets that contain links, task lists, and other content. This area is part of the PeopleSoft WorkCenter framework but the pagelet content is defined by individual product needs. |
|
Queries Pagelet |
A common pagelet that contains links to queries (public or private) that are added by the administrator (public queries) or the end-user (public or private queries). |
|
Pivot Grid |
A Pure Internet Architecture component that provides a multidimensional presentation of data. |
|
Reports and Processes Pagelet |
A pagelet that contains links to PeopleSoft components; primarily reports, analytics, and processes. This type of pagelet is controlled by the administrator. |
|
WorkCenter |
A WorkCenter is used to increase the productivity of a specific role by streamlining and simplifying their work in a central place. The left panel of a WorkCenter should help drive the transaction or work area for a user to complete their tasks based on the functional transaction. |
|
Worklist |
Refers to the PeopleTools worklist. |
|
Working Zone or Transaction Area |
The pagelet area where the search results or components are displayed. This area is the transaction area that can be displayed in its entirety if the pagelet area is hidden. |
A PeopleSoft WorkCenter is a central area that provides links to key components that may be required to perform daily tasks. A WorkCenter can also include pivot grids that render charts, graphs, and tables that enable you to view and analyze data. WorkCenters are configurable, role and query based, and enable users to keep multiple windows open simultaneously.
Consider watching the following Video Feature Overview (VFO) in Oracle’s YouTube.
PeopleSoft WorkCenters are set up using the PeopleSoft Enterprise Components, WorkCenter/Dashboards component. Oracle’s PeopleSoft delivers WorkCenters pre-built with functionality specific for your product. Your system administrator must review the WorkCenter and determine which links and functionality to make available for end users. When complete, end users can then configure and personalize their own WorkCenter for maximum personal efficiency.
WorkCenters are similar across PeopleSoft, but are configurable per application. WorkCenters usually include the following elements:
Welcome Panel:
The Welcome panel appears on the right side of the screen. The default Welcome panel explains basic icons used throughout the WorkCenter.
The system administrator (or end user, if given the access rights) can configure any of the pagelets to appear on the Welcome panel instead by accessing the Configure Pagelets component for the pagelet, selecting the Starting Page check box , and then selecting the option to replace the Welcome page.
Tabs:
Tabs enable users to access the WorkCenter pagelets. Some WorkCenter pagelets are common to multiple applications, and some pagelets are unique to individual applications.
The two primary tabs in a WorkCenter are:
Main tab (usually contains the My Work pagelet and the Links pagelet)
Reports tab (usually contains the Queries pagelet and the Reports/Processes pagelet)
My Work Pagelet:
The My Work section of the Main tab includes links to pages that the end user might access on a daily basis.
The system administrator can limit the amount of data available to the user by making link results subject to filter criteria.
The system administrator can also include exceptions and alerts that require the user to take some type of action.
Users can personalize the My Work pagelet by clicking the My Work Pagelet Settings icon and then selecting Personalize.
Links Pagelet:
The Links section of the Main tab includes additional links to pages or other areas of interest to the user role.
Links to external pages also can be placed in this section.
The system administrator can control the list of links to make available to end users.
End users can personalize which links they want to appear in their own WorkCenter.
Queries Pagelet
The Queries section of the Reports tab includes links to Query Manager, public queries, and private queries.
When you click a link on this pagelet, the query results appear in the right panel of the WorkCenter or in a new window.
The system administrator can control whether end users can add public or private queries.
The end user can personalize their private queries, and save query results in a spreadsheet.
Reports/Processes Pagelet (Reports tab, in the example):
The Reports/Processes section of the Reports tab includes links to run control pages for processes and reports, and to the Reporting Console.
System administrators and managers can access the run control pages to generate pivot grids.
The system administrator can also control whether end users can configure the Reports/Process pagelet in their own WorkCenter.
For information specific to Payroll WorkCenter, which is the WorkCenter provided in PeopleSoft Payroll for North America, see: