New Employee Expense Activation for PeopleSoft

Automate the new employee expense activation process in PeopleSoft

Top Benefits

  • Enhances the total number of transactions
  • Minimizes errors thereby producing optimum results
  • Reduces the time consumption in processing and eliminates monotonous manual activities
  • Avoids massive manual work which can be productively utilised for other critical activities
  • Accurate decisions can be made out of the comprehensive reports generated and delivers realtime information to the users

Tasks

  • Login into PeopleSoft
  • Expense form collection from organization's email box
  • Travel and expenses menu navigation in Peoplesoft
  • Bank account tab navigation: payment method as “Automated Clearing House” - ACH Selection
  • Banking & transportation details Updated

New Employee Expense Activation is a process of creating the initial setups for expense distribution for the new hires so that the employees' banking checks and expenses get routed appropriately. The process begins with an email from HR with an attachment that contains employee names and banking details. This information is read and entered on the ERP portal and saved. Along with this, there is some additional information that is chosen by default and filled as required before finally, the record is saved. There are overnight scheduled batch jobs that run and validate all these expenses from ‘No’ to ‘Yes’ and this completes the process. It is a time consuming and laborious activity when there are bulk new hires.

Thirdware bot automates this process in PeopleSoft through Automation Anywhere.

Success!

The download of New Employee Expense Activation for PeopleSoft will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
December 4, 2020
First Published
April 20, 2020
Platform
11.3.3
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

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See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • PeopleSoft Financials ERP
  • Microsoft Excel 2010 or above
  • Credential Variables to be created
  • Master_Config.xlsx: Defines ERP URL, Email addresses for Notifications, ERP specifications and menu details
  • Emp_Info_File.xlsx: Defines the input data to be loaded into ERP for execution of Bots

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

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