New Employee Expense Activation for PeopleSoft

Thirdware bot automates the new employee expense activation process in PeopleSoft through Automation Anywhere.

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
  • Bank Account Tab Navigation: Payment Method as “Automated Clearing House” - ACH Selection
  • Banking & Transportation Details Updation

New Employee Expense Activation is a process of creating organizations initial setups for expense distribution for the new hires so that the employees' banking cheque and expenses get routed appropriately. The process begins with an email from HR with an attachment that contains employees names and banking details. This information is read and entered on the ERP portal and saved. Along with this, there is some more information that is chosen by default and filled as required and 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.

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$2000 USD per bot
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Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
April 20, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

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