Working with My Home Landing Page Sections
The My Home landing page provides multiple sections that contain groups of functional or administrative tiles.
This topic discusses sections that can be created on a My Home landing page in PeopleSoft FSCM.
For additional information on the Landing Page feature and how to configure landing pages, see PeopleTools: Portal Technology, "Developing Advanced Sectionalized Homepages and Dashboards".
PeopleSoft FSCM delivers Section templates that you can use with the My Home landing page.
It is recommended that you find a template that you like, copy that template to your production system, and modify the copied template for your own use.
For additional information about landing page templates, see My Oracle Support, Doc ID 3107974.1.
Important! Updates made to a section template take effect after the section template is re-imported into the landing page.
Note about demo data: demo data is dynamic and subject to consumption or aging out over time.
|
Section or Page Name |
Section Template or Definition Name |
Usage |
|---|---|---|
|
EOHP_WELCOME_SCTN_LP EP_FS_WELCOME_SCTN_LP (when Resource Management is installed) |
View a user greeting with the current date information. |
|
|
EOHP_SYSALERT_SCTN_LP |
View important alerts such as system down times, holiday closures, or other information that organizations want users to see when they first log in. |
|
|
HCSC_ANN_DETAIL_FL |
View additional information about the message that appears in the banner announcement. |
|
|
EOHP_SUGGESTEDACTIONS_SCTN_LP |
Access system-identified tasks and processes that are sent via a notification event. |
|
|
EOHP_CONTINUEWITH_SCTN_LP |
Access transactions that you have started, but not completed, have been saved for later, or are in draft status. |
|
|
EOHP_ANNOUNCEMENTS_SCTN_ LP |
View ad hoc notifications sent through Notification Publisher. |
|
|
View All Page for Suggestions, Continue With, or Announcements |
EOHP_VIEWALL_FL |
Dismiss a transaction or access the page from where to act on the transaction. |
|
EOHP_QUICKACCESS_SCTN_LP |
Access frequently used tiles for self-service transactions. |
|
|
EOHP_MYWORK_SCTN_LP |
Access tiles associated with your managerial or administrative job tasks. |
|
|
EOHP_RECENTLYVISITED_SCTN_ LP |
Access the last five pages you have visited. |
|
|
EOHP_FAVORITES_SCTN_LP |
Access the pages you have marked as your favorites. |
|
|
EOHP_MYFAVSEARCHES_SCTN_LP |
Access searches you have saved as a favorite search. |
|
|
EOHP_FOOTER_SCTN_LP |
View the footer text. |
This table lists common elements used in the My Home landing page.
|
Field or Control |
Description |
|---|---|
 |
There are four edit icons that can appear within sections of the My Home landing page. These sections are: Edit Suggestions, Edit Announcements, Edit Continue With, and Edit Favorites.
See View All Page for Suggestions, Continue With, or Announcements. |
|
View All (link) |
Select to access the View All Page for Suggestions, Continue With, or Announcements. This option appears when the number of tiles exceed those that fit in the section. |
Common to the Suggestions, Continue With, and Announcements Section
The Suggestions, Continue With, and Announcements sections operate in similar ways.
When the number of tiles exceed those that fit in the section tile, the section displays the View All link. The number of tiles that appear in the section is controlled by CSS styles for the section template and the device's form factor.
Viewing Aggregate Results
When aggregate results is enabled for a notification, the system consolidates multiple transactions of the same notification types onto one tile with a count of the number of transactions. Select the tile to view a list of all transactions for this notification type. For more information on configuring notifications with aggregate results, see Creating and Managing Notifications with Notification Composer.
Use the My Home - Welcome section (EOHP_WELCOME_SCTN_LP) to view a user greeting with the current date information.
Navigation:
The Welcome section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls on the My Home - Welcome section
When Resource Management is installed, you can optionally display a photo of the employee in addition to what is displayed in the above example.
Use the Banner Announcement section (EOHP_SYSALERT_SCTN_LP) to view important alerts such as system down times, holiday closures, or other information that organizations want users to see when they first log in.
Navigation:
The Banner Announcement section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls on the Banner Announcement section.
Note: My Home page displays this section when an important system announcement is in place. The section displays only one system message at a time. When no system message is in place, this section is hidden.
This section displays an announcement sent with the Banner Announcement category in Notification Publisher. It is typically for system-wide distribution. For more information, see Setting Up and Publishing Notifications.
Only one system message is displayed at a time when an important system announcement is in place.
When more than one announcement is active, the page displays the announcement with the highest importance. If more than one notification has the same importance level, the earliest created message appears.
If an announcement changes while the user is on this page, the section leverages the PeopleTools Event Aware grouplet functionality, enabling the banner announcement to update without the need to reload the page. For more information on grouplet-based tile styling, see PeopleTools: Portal Technology: "Developing Advanced Sectionalized Homepages and Dashboards," Designing Sections and Tile.
|
Field or Control |
Description |
|---|---|
|
Check details (link) |
Select to access the Announcement Details Page and view additional information about an announcement. |
Use the Announcement Details page (HCSC_ANN_DETAIL_FL) to view additional information about a message that appears in the Banner Announcement section of the My Home landing page.
Navigation:
Select the Check details link from the My Home - Banner Announcement Section.
This example illustrates the fields and controls on the Announcement Details page.
Use the Suggestions section (EOHP_SUGGESTEDACTIONS_SCTN_LP) to access system-identified tasks and processes that are sent via a notification event.
Navigation:
The Suggestions section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls on the Suggestions section.
Use this section to view and access task reminders that you need to complete or address. When the number of tiles exceed those that fit in the section, the section displays a View All link. The number of tiles that can appear in the section is controlled by CSS styles for the section template and the form factor for the device.
When there are no outstanding suggestions and you are not an approver, the section displays the text "All caught up!".
Delivered FSCM Notifications and Tiles for the Suggestions Section
This table lists the delivered FSCM notifications and tiles that can be added to the Suggestions section of the My Home Landing page. The image, text, description, and target URL are defined in the Notification Composer.
For more information, see the Creating and Managing Notifications with Notification Composer.
|
Product and Tile Name, Description |
Usage |
Notification ID, Index Name, and Access |
|---|---|---|
|
Approvals Awaiting Action This tile is derived from Approvals and displays the number of pending approvals requiring your attention. |
Select to access the Pending Approvals Page. |
Permission List - EOAW1000 or EOAW2200 |
|
Billing - Billing Worksheets Pending Approval Manage and approve temporary invoices that originate from Contracts. Only contracts that are not pre-approved appear. |
Select the tile to access the View All Billing Worksheets Pending Approval page. For any row, select the right arrow to access the Update Billing Worksheet - Worksheet Headers Page. |
Notification ID - BillingWorksheet Index Name - EOHP_NOTIFICATIONS Role - Billing Specialist |
|
eProcurement - Items in Cart |
Select the tile to access the Create Requisition page, which displays the persistent cart. You can pick up where you left off with the requisition creation process. For more information about Requisition Cart, refer to the Create Requisition: Browse Catalogs Page. To refresh the item count on this tile, run the ePro Homepage Persistent Cart (PV_RUN_HPGSA) process on the Schedule Process Requests page. For more information about the Schedule Process Requests page, refer Scheduling Process Requests topic in the PeopleTools documentation. |
Notification ID - ReqSuggestedActionHomePageEntry Index Name - EOHP_NOTIFICATIONS All users that have items in their cart. |
|
Expenses - Submit Your Wallet Charges |
Select the tile to access the Wallet Entry Page. Note: Transactions display after Schedule Notification process is run for users. |
Publish Notification ID -Pending Wallet Expenses Index Name - HCSC_ANN All users with outstanding wallet changes. |
|
General Ledger - Journals in Error Manage journals that fail the edit process and have an error status. |
Select the tile to access the View All Page for Suggestions, Continue With, or Announcements. For any row, select the right arrow to access the page from which the journal originated. |
Notification ID -GL_MYHOME_SUG_JRNL_ERROR Index Name - EOHP_NOTIFICATIONS All users who have journals that are in error. |
|
General Ledger - Review Financial Structure Request Review, submit for approval, or cancel financial structure requests that are routed to you. |
Select the tile to access the View All Page for Suggestions, Continue With, or Announcements. For any row, select the right arrow to access the following page based on your role:
|
Notification ID - GL_MYHOME_SUG_FSR_RVW Index Name - EOHP_NOTIFICATIONS Role - FSR Reviewer |
|
Payables - Match Exceptions |
Select to access the Match Exception Collaboration Summary Page. |
Notification ID - MatchExceptsHomepage Index Name - EOHP_NOTIFICATIONS Users based on Match Exception Group setup. |
|
Payables - Scheduled Payments on Hold |
Select to view
all scheduled payments on hold. Click |
Notification ID - PymtonHoldHomepage Index Name - EOHP_NOTIFICATIONS Users who placed the payment on hold. |
|
Receivables - Item in Dispute |
Select to view
all items in dispute. Click Note: Transactions display after Schedule Notification process is run for users. |
Notification ID - ItemsinDispute Index Name - EOHP_NOTIFICATIONS User who placed the item in dispute. |
|
Treasury - Payments Awaiting Dispatch |
Select to access the Payment Dispatch Page. |
Notification ID - PmtAwaitDispatchHomepage Index Name - EOHP_NOTIFICATIONS Notification User List - FG_PYMNTDISPATCH_USER |
|
Treasury - Financial Gateway Payments on Hold |
Select to view
all Financial Gateway payments on hold. Click |
Notification ID - PmtFlaggedHoldHomepage Index Name - EOHP_NOTIFICATIONS Notification User List - FG_PYMNTHOLD_USERS |
icon on the transaction row to view the 
icon on the transaction row to view the Use the Continue With section (EOHP_CONTINUEWITH_SCTN_LP) to access transactions that you have started but not completed, saved for later, or are in draft status. These transactions are easy to identify in this section so you can quickly resume your work.
Navigation:
The Continue With section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls on the Continue With section.
Tiles that appear in this section:
Are dynamic notification tiles.
May come from starting tasks that appeared in the Suggestions tile or from starting other transactions that you did not complete.
When the number of tiles exceed those that fit in the section tile, the section displays the View All link. The number of tiles that appear in the section is controlled by CSS styles for the section template and the device's form factor.
When all tasks are submitted or completed, the section displays the text "All caught up!".
Note: Notifications displayed in this section do not require separate security for the tiles.
Delivered FSCM Notifications and Tiles for the Continue With Section
This table lists the delivered FSCM notifications and tiles that can be added to the Continue With section of the My Home Landing page.
|
Product and Tile Name, Description |
Usage |
Notification ID, Index Name, and Access |
|---|---|---|
|
Strategic Sourcing - Pending Bidder Response |
Select the tile to access the View All Continue With page, which displays "Save For Later" transactions made on behalf of bidder responses. You can either dismiss the transaction or access the Create Bidder Response Page, where you can edit and submit the bid. Note: This applies only to transactions saved for later from the employee portal. |
Notification ID - SSBidderResponseHomePageEntry Index Name - EOHP_NOTIFICATIONS User who created the bidder response. |
|
eProcurement - Requisitions Saved but not Submitted |
Select the tile to access the My Requisitions Page to complete requisitions that have been started but not yet submitted. To refresh the item count on this tile, run the ePro Homepage Notify Refresh (PV_RUN_HPGCW) process on the Schedule Process Requests page. For more information about the Schedule Process Requests page, refer Scheduling Process Requests topic in the PeopleTools documentation. |
Notification ID - ReqPendingReqHomePageEntry Index Name - EOHP_NOTIFICATIONS User who created the requisition. |
|
Expenses - Pending Expense Reports |
Select the tile to access the My Expense Reports Page - Not Submitted. Note: Transactions display after Schedule Notification process is run for users. |
Publish Notification ID -Pending Expense Reports Index Name - HCSC_AN User who updated the pending expense report last. |
|
Expenses - Pending Travel Authorizations |
Select the tile to access the Travel Authorization - Pending Authorizations page. See Creating Travel Authorizations Using PeopleSoft Fluid. Note: Transactions display after Schedule Notification process is run for users. |
Publish Notification ID -Pending Travel Authorizations Index Name - HCSC_AN User who updated the pending travel authorization last. |
|
General Ledger - Complete Journals. Manage journals that are saved as incomplete. |
Select the tile to access the View All Page for Suggestions, Continue With, or Announcements. For any row, select the right arrow to access the page from which the journal was originated. |
Notification ID - GL_MYHOME_CONT_JRNL_INCOMPLETE Index Name - EOHP_NOTIFICATIONS User who entered the journal. |
|
General Ledger - Complete Financial Structure Request Review financial structure requests that have a New status but are not submitted for review. |
Select the tile to access the View All Page for Suggestions, Continue With, or Announcements. For any row, select the right arrow to access the Financial Structure Request Page. |
Notification ID - GL_MYHOME_CONT_FSR_INCOMPLETE Index Name - EOHP_NOTIFICATIONS User who created the FSR. |
|
Payables - Incomplete Vouchers Manage Vouchers that are saved as Incomplete. |
Select to access the Voucher - Summary Page. |
Notification ID - VchrIncompleteHomepage Index Name - EOHP_NOTIFICATIONS User who entered the voucher. |
|
Payables - Payment Request Manage Payment Requests that have not been submitted for approval. |
Select to access the Payment Request Center Page. |
Notification ID - PymtReqSubmitHomepage Index Name - EOHP_NOTIFICATIONS User who entered the payment request. |
|
Project Costing - Pending Project Requests Manage Project Requests that have not been submitted for approval. |
Select to access the View Project Request Page |
Notification ID - PCProjectRequestHomePageEntry Index Name - EOHP_NOTIFICATIONS User who entered the project request. |
|
Receivables - Deposits Not Posted |
Select to view
all deposits not posted. Click |
Notification ID - DepositsNotPosted Index Name - EOHP_NOTIFICATIONS User who entered the deposit. |
Use the Announcements section (EOHP_ANNOUNCEMENTS_SCTN_ LP) to view announcement notifications that broadcast important information to groups of employees.
Navigation:
The Announcements section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls on the Announcements section.
This section displays notifications typically sent using Notification Publisher and displays data that is contextual to the logged-in user. Announcement notifications can contain rich text, images, and embedded links for PeopleSoft or external transactions.
For more information on setting up notifications, see Understanding Notification Composer.
Use the View All page (EOHP_VIEWALL_FL) to review all transactions for a section and mark transactions as complete, if the configuration allows it.
Navigation:
Select the Edit icon or the View All link from the Suggestions, Continue With, or Announcements section.
This example illustrates the fields and controls on the View All Suggestions page. The View All Continue With and View All Announcements pages work similar to this page.
This page displays all transactions that require your attention. The page varies based on the configuration settings and the type of transactions that are available.
The View All Suggestions and View all Continue With pages display filters at the top of the page that allow you to view transactions or select individual filter tiles to narrow the results by transaction type. However, when the View All page is accessed from an aggregate tile in a dynamic section, no filters are displayed.
Note: Filter tiles are not available for static tiles displayed in dynamic sections, such as Approvals Awaiting Action, or the Announcements section.
When using a mobile device, the filters are available as a drop-down field and appear only if there is more than one transaction type in the results.
|
Field or Control |
Description |
|---|---|
|
Dismiss |
Select to remove the transaction that you no longer wish to act on. The system removes the transaction from the View All page but does not impact the underlying transaction. This button is available when the Show Mark Complete option is selected on the Compose Notification - Define Message Content - In-App Page. Note: Dismissed transactions cannot be restored unless the triggering event occurs again. |
 (more) |
Select to access the transaction page view or update information. |
Use the Quick Access section (EOHP_QUICKACCESS_SCTN_LP) to access frequently used self-service transactions.
Navigation:
The Quick Access section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls in the Quick Access section.
PeopleTools CREF security controls which of these items are displayed or hidden.
Delivered FSCM Tiles for the Quick Access Section
These tiles are delivered and can appear in this section.
Note: Security access (permissions lists and roles) is available in the linked topic.
|
Tile |
Description |
|---|---|
|
View Approval Status (EOAW_RQSTR_TILE_FL) |
Select to access the View Approval Status Page. |
|
Travel & Expenses (EP_EX_DASHBOARD_LINK_FL) |
Select to access the Travel & Expenses dashboard. See Using the Quick Access - Travel and Expenses Dashboard |
|
Payment Request (EP_PR_REQUEST_CENTER_FL) |
Select to access the Payment Request page. See Payment Request Center Page. |
|
Structure Request(EPGL_BO_REQUEST_FL_GBL) |
Select to access the Financial Structure Request Page |
|
Create Requisition (EP_PV_MOB_855_CMP_FL_GBL) |
Select to access the fluid Create Requisition page. See Creating Requisitions Using the Fluid User Interface. |
|
My Requisitions (EP_PV_MNG_FL_GBL) |
Select to access the fluid My Requisitions page. See Managing Requisitions Using the Fluid User Interface. |
Use the My Home - My Work section (EOHP_MYWORK_SCTN_LP) to access tiles for common, everyday work.
Navigation:
The My Work section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls in the My Work section.
The My Work section can consist of multiple sections and vary, based on roles and permissions.
My Work: Tiles
The top row of the My Work section displays a standard set of common tiles for users. This table lists the tiles that are delivered and can appear in this section.
|
Tile |
Description |
|---|---|
|
Approvals |
Select to access the Pending Approvals Page. |
|
Asset Management WorkCenter |
Select to access the Asset Management WorkCenter page. |
|
Billing WorkCenter |
Select to access the Billing WorkCenter - My Work (Fluid) page. |
|
Commitment Control WorkCenter |
Select to access the Commitment Control WorkCenter Page. |
|
Contracts WorkCenter |
Select to access the Contracts WorkCenter Page. |
|
Delegations |
Select to access the Working with Self-Service Delegation |
|
Expenses WorkCenter |
Select to access the Expenses WorkCenter - My Work (Fluid) page. |
|
General Ledger WorkCenter |
Select to access the General Ledger WorkCenter Page (Fluid). |
|
Insights Catalog |
Select to access the Insights Catalog (Navigation Collection). |
|
Lease WorkCenter |
Select to access the Lease WorkCenter - My Work page. |
|
Maintenance Management WorkCenter |
Select to access the Maintenance Management WorkCenter. See Understanding the Maintenance Management WorkCenter. |
|
Payables WorkCenter |
Select to access the Payables WorkCenter. See Understanding the PeopleSoft Fluid Payables WorkCenter. |
|
Procurement WorkCenter |
Select to access the Procurement WorkCenter Page. |
|
Projects WorkCenter |
Select to access the Projects WorkCenter page. |
|
Receivables WorkCenter |
Select to access the Receivables WorkCenter. See Understanding the PeopleSoft Fluid Receivables WorkCenter. |
|
Treasury WorkCenter |
Select to access the Treasury WorkCenter. See Understanding the PeopleSoft Fluid Treasury WorkCenter. |
My Work: Sections
Section templates are available to appear within the My Work section, which displays a standard set of common tiles. This table lists the tiles that are delivered and can appear in this section.
|
Section |
Description |
|---|---|
|
My Work - Asset Tracking Section |
|
|
My Work - Billing and Receivables Section |
|
|
My Work - Cash Management Section |
|
|
My Work - Customer Contracts Section |
|
|
My Work - eProcurement Section |
|
|
My Work - Finance and Accounting Section |
|
|
My Work - Grants Management Section |
|
|
My Work - Mobile Technician Section |
|
|
My Work - Project Costing Section |
|
|
My Work - Reporting & Process Tools Section |
Use the Recently Visited section (EOHP_RECENTLYVISITED_SCTN_ LP) to view and access the last five items you have visited.
Navigation:
The My Work section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls in the Recently Visited section.
Select a link to return to a recently accessed page.
Use the Favorites section (EOHP_FAVORITES_SCTN_LP) to view and access pages you have saved to your favorites list.
Navigation:
The Favorites section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls in the Favorites section.
|
Field or Control |
Description |
|---|---|
(Edit Favorites) |
Select to access the Edit Favorites Page and view a full list of favorites, make modifications to a link name, or delete a link. |
Use the My Favorite Searches section (EOHP_MYFAVSEARCHES_SCTN_LP) to access searches you have saved as a favorite search.
Navigation:
The My Favorite Searches section appears on a My Home landing page when a user signs in.
This example illustrates the fields and controls in the My Favorite Searches section.
Use this section to access searches you saved from a search transaction page as a favorite.
Use the Edit button to access the My Favorite Searches page and view a full list of saved searches.
Use the Footer section (EOHP_FOOTER_SCTN_LP template) to view the footer text.
Navigation:
The footer section appears on a My Home landing page when a user signs in.
This example illustrates the Footer section.
