Setting Up and Using PeopleSoft Fluid User Interface for Financials and Supply Chain Management

PeopleSoft Fluid User Interface is an alternative user interface to the PeopleSoft Classic User Interface. PeopleSoft Fluid pages are designed for used on all types of devices such as a desktop or a laptop, a tablet, and a smart phone. When accessing a PeopleSoft fluid page, the system detects the device you’re using and renders the appropriate page.

PeopleTools documentation regarding the PeopleSoft Fluid User Interface includes:

  • PeopleTools: Fluid User Interface Developer’s Guide.

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

Click to watch a short video about PeopleSoft Fluid User Interface - Getting Started.

Click to watch a short video about PeopleSoft Procurement Operations On the Go: Monitoring Supplier Performance.

Note: The pages and tiles in this topic were designed using PeopleSoft Fluid User Interface technology. They can be accessed from a tablet, smart phone or laptop with touch-screen capability, or from the PeopleSoft Classic platform. See PeopleTools: Fluid User Interface Developer’s Guide for more information. A PeopleSoft Fluid User Interface home page appears when you log into the system. From this home page you can view notifications, access applications, and navigate the PeopleSoft system by tapping on individual tiles. The banner at the top of the home page acts like a button. Select the title to access another home page, if you have access to multiple home pages. The tiles that appear on a home page display notification information, such as the last pay date. A tile can also be a button that accesses an application page where you can complete a business transaction.

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

Field or Control

Description

Actions List button (Actions List)

Select to see a list of available actions for the current window. Access pages to personalize window content or sign out.

Home button (Home)

Select to return to the main PeopleSoft Home page.

NavBar button (NavBar)

Select to expand the NavBar window, where you can select window content from options, such as Recent Places, My Favorites, Navigator, My Preferences, and Fluid Home. Select again to collapse the NavBar window.

Notifications button (Notifications)

Select to view actions and alerts in a notifications window.

Personalize NavBar icon (Personalize NavBar)

Select to access the personalization window, where you can add and remove selected tiles from the NavBar.