Setting Up Payroll Assistant

This topic provides an overview of the Payroll Assistant, and discusses how to set up the chatbot for Payroll.

A skill is a computer program that maintains a conversation with a user in natural language, understands the intent of the user, and sends a response based on business rules and data of the organization.

The Payroll Assistant is a PeopleSoft skill that uses the Oracle Digital Assistant (ODA) platform for interacting with users to help them find answers and perform certain tasks. It is designed to assist users with payroll-related inquires through a conversational interface, and is available for both desktop and mobile users.

Using simple phrases and keywords, employees in the US and Canada can ask the Payroll Assistant questions about their:

  • Paychecks or paycheques

  • Bank account information

  • Employee’s withholding

  • Voluntary deductions

  • Pay schedules

  • Year-end forms or year-end slips

  • Garnishments

  • Payroll contact information

Video: Image Highlights, PeopleSoft HCM Update Image 36: Chatbots for PeopleSoft HCM

How To Enable the Payroll Assistant

Here are the high-level steps for enabling the Payroll Assistant for self-service employees:

  1. Grant users access to the Payroll Assistant by assigning them the NA Payroll Chatbot User role.

  2. Using HPY_CHAT_ASST that is delivered with the system, edit and add the bot app ID from the ODA channel.

    • Navigate to Enterprise Components > Chatbot Configurations > Bot Definitions.

    • Click the Edit button for HPY_CHAT_ASST (Payroll Assistant) and enter the Bot App ID value from the ODA channel.

    Oracle delivers the default branding template for the Payroll Assistant (the delivered template is NA Payroll Branding Template). No changes are required.

  3. (Optional) Modify delivered categories for earnings, deductions and garnishments on the Category Selection Page, if necessary.

Refer to the Payroll for North America Chat Category Setup technical brief (doc ID: 2715964.1) on My Oracle Support for general guidelines on how to configure chat category setup for Payroll Assistant.

PeopleSoft Intelligent Chatbot ASsistant from Oracle (PeopleSoft PICASO) is a consolidated, single-point access solution where your employees can ask questions spanning multiple PeopleSoft applications like Absence, Benefits, Employee Directory, Expenses, North American Payroll, and more. For information on PeopleSoft PICASO, see Understanding PeopleSoft PICASO.

With Tools 8.59, the Skill services (such as Absence, Employee Directory, and so forth) are REST API enabled to manage the Oracle Digital Assistant instances. For information on REST API, see Understanding REST API Endpoints for PeopleSoft and Understanding REST API Endpoints for PeopleSoft Payroll for North America Services (payrollbankingyearendforms).