Understanding Fluid Person and Job Data

In an organization, people and their job records experience many changes like change of addresses or contact information, promotions, leaves of absence, layoffs, retirement, pay rate changes, awards, and so on. To maintain both current records and a complete history of employees and their job data, the administrators regularly submit changes in PeopleSoft Human Resources.

The Manage Human Resources Dashboard tiles and pages provide simple to use, intuitive application for HR administrators and clerks to perform various person and job data request transactions. These are the fluid versions of the Person Data and Job Data transactions.

Note:

(USF) Federal government agencies have access to Fluid Person Data. The Fluid Job Data features are not yet available to federal agencies.

Fluid Manage Person and Job Data provides you with:

  • A modern and customizable user interface to add, access, and update person and job data.

  • The ability to perform searches for duplicate IDs before adding a new person in the system.

  • A fluid-based configurable search page approach to find people and job records.

  • Configurability of criteria-based activity steps to display only relevant steps and fields.

  • Drop Zone pages to contain custom fields.

  • The ability to attach relevant documents with a transaction, or disable the functionality using the Person and Job Installation configuration for fluid pages.

  • Validation steps, which enhance the user experience of reviewing errors and warnings by allowing administrators to pre-validate data prior to submitting a data change.

  • A summary of all job data transactions on one page.

  • Configurable approvals.

  • A review process to identify potentially impacted rows when you have added retroactive job data or made corrections to rows.

  • Manage person of interest security access.

Note:

You must be on PeopleTools 8.57.11 or higher to use the fluid Job Data features (Manage Job) and Person Data features (Add Person, Modify Person, Create <Organizational Relationship>, Organizational Relationship, and Maintain Person of Interest).

This topic provides an overview of the fluid Person Data and Job Data architecture, prerequisites to using the these fluid features, and lists roles and permission lists to access fluid Person Data and Job Data pages.

For additional information, see the PeopleSoft HCM: Job Data Modernization — Frequently Asked Questions (Doc ID 2691461.1).

These videos provide an overview of the Job Data Modernization feature:

Video: PeopleSoft Job Data Modernization

Video: Image Highlights, PeopleSoft HCM Update Image 36: Job Data Modernization for Human Resources