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Project

PantherSoft User Interface (UI) Redesign

Project Description

Starting this summer, PantherSoft Human Resources (HR), PantherSoft Financials, Portal (MyFIU), and PantherSoft Campus Solutions applications will adopt a new look and feel.  The project seeks to benefit all applicants, students, faculty and staff by providing an enhanced, modern user interface.

Project Objectives

The goal of the PantherSoft User Interface (UI) Redesign Project is to provide students, faculty and staff with a more modern user experience, while at the same time implementing the latest web technologies to leverage analytics, workflows and mobile.

Project Timeline & Milestones

The UI redesign will be completed in stages. PantherSoft HR will go-live in July, PantherSoft Financials, and PantherSoft Campus Solutions (MyFIU) will follow in the fall. The way users navigate and interact with familiar functions in MyFIU will begin to change once PantherSoft HR has been upgraded.

Summer 2018

July:  Human Resources – New user interface with new navigation bar and “navigator”

July:  MyFIU Portal – New navigation bar and “navigator”

Fall 2018

October:  Financials – New user interface with new navigation bar and “navigator”

November:  Campus Solutions & MyFIU Portal – New user interface with new navigation bar and “navigator”

Frequently Asked Questions (FAQ’s)

General QuestionsHuman ResourcesFinancials

Why are we redesigning the user interface?

The current PantherSoft user interface has been live for a number of years and has provided us with great value and stability, but there have been recent upgrades to the PantherSoft applications that provide the enhanced technologies that will allow FIU to implement and leverage a more modern design for all users.

How will the new user interface affect me?

Students, faculty & staff using MyFIU & Campus Solutions:  In July, the only change to MyFIU will be the new navigation bar and “navigator” on the top right-hand side of the portal.  The new user interface for MyFIU and Campus Solutions will be live in November of 2018.

Employees using MyFIU & Human Resources: In July, the only change to MyFIU will be the new navigation bar and “navigator” on the top right-hand side of the portal. However, Employee and Manager Self-Service, will be live with the new user interface.

Employees using MyFIU & Financials:  In July, the only change to MyFIU will be the new navigation bar and “navigator” on the top right-hand side of the portal.  Financials will begin using the new user interface in October of 2018.

What is the new interface?

The “new interface” refers to the enhanced user interface that will be deployed for all PantherSoft applications.

While PantherSoft HR will be the first on the new user interface, the MyFIU Portal will take on the same navigation bar in anticipation of the transition of Financials and Campus Solutions.

What is the new navigation?

The new navigation for MyFIU and Human Resources will include:

A new navigation header

New “Home” Button

New “Notification” Button

New “Actions” Button

With page-by-page actions

New “Navigation” Button

With access to the NavBar & Navigator

Where is my menu?

MyFIU users will be able to use both the navigation breadcrumbs…

or the new “Navigator” by clicking the Navigation button.

Navigation Button: 

Navigator: 

How do I use the Navigator?

The new “Navigator” is easy to use.

The new “Navigator” can accessed by clicking the Navigation button on the top-right hand corner of the page.

Navigation Button: 

And by clicking the “Navigator” icon from the the NavBar.

Navigator: 

And then clicking the menu and page you would like to access.

Menu item and page:

 

 

What are Recent Places?

You can access “Recent Places” you have visited by clicking the “Navigation” Button: 

Then, click on the “Recent Places” icon:

How do I manage My Favorites?

You can add pages to “My Favorites” by clicking the “Actions” Button:

Then, click the “Add to Favorites” link:

Once you have added pages to your favorites, you can manage your favorites by clicking the “Navigation” Button: 

Then, click on the “My Favorites” icon, and “Edit Favorites

How do I Sign Out?

You can Sign Out of PantherSoft MyFIU and Human Resources by:

1. Clicking the button.

2. Then click the “Sign Out” button:

Where are my navigation breadcrumbs?

Breadcrumbs have been replaced with a stacking option, which is part of the Navigator.

Navigator

How do I personalize my homepage?

Users can personalize their home page by clicking the “Actions” icon and then selecting “Personalize Homepage.”  The “Personalize Homepage” will give users the ability to add a tile, remove, and/or rearrange existing tiles on their homepage.

How do I get trained?

As we get closer to the go-live date, the Division of Human Resources will be sending important information, training and manuals, and their webinar schedule. In the meantime, users are encouraged to review Oracle’s training videos to become familiar with new functionalities.

What are homepages?

Homepages consist of a collection of tiles that provides users with quick access to useful information when they log on to PantherSoft HR. The Homepages can be organized and delivered to end-users with content appropriate tiles depending on the users role.

What are tiles?

Tiles provides a new PeopleSoft navigational and informational structure. It allows the users a quick way to perform routine tasks, such as approval of pending transactions, time entry, or performance management. Tiles gives users direct access to targeted transactions.

What will the new employee homepage look like?

The new employee homepage will be the user’s center for navigation. It will feature transactions and data (tiles) most frequently accessed by the user.

What will the new manager homepage look like?

The new manager homepage will show tiles for those transactions for data a manager accesses most frequently.

What will the new HR Liaison homepage look like?

The new HR Liaison homepage will show tiles for those transactions or data an HR Liaison accesses most frequently.

Where is the Manager Dashboard?

The Manager Dashboard will be replaced with the Manager Homepage. Most of the information will be found in the Employee Snapshot, My Team, Manage Recruitment, and in the View Total Rewards tiles.

How do I approve transactions?

Users will now approve transactions by clicking on the “Pending Approvals” tile.

Where is my navigation? Or Where is Main Menu?

Main Menu is now located using the NavBar available via the Navigator icon in the upper-right hand corner of your screen.


What are the Financials Homepages?

The Financials Homepages include Employee Self-Service, Manager Self-Service, and Reporting Homepage. Additional Homepages may become available in the future.

Homepages allow users to easily navigate to common functions related to specific topics. Manager Self Service homepage includes Tiles specific to manager functions such as approving transactions.

The Reporting Homepage includes Tile specific to nVision Reports and Query Tools.

Should I use Tiles or the Navigator icon?

Features available via Tiles are provided as a shortcut. All navigations are still accessible using the Navigation Bar.

Where are my Favorites?

Your favorites are available under the Navigator icon in the top right-hand corner. To access them, click the Navigator.

Click the My Favorites button on the NavBar, saved Favorites appear to the right.

To Add a Favorite to your My Favorites, navigate to the page you would like to add. Click on the Actions icon and then Add to Favorites.


Where is my Worklist? How do I approve transactions?

Previous items in a worklist were used to manage pending approvals. New Tiles are now available from the Manager Self Service Homepage.  Approvals can also be completed from module specific navigation (i.e. Manage Requisition Approvals). Transaction approvers will continue to receive email notifications with web links to approve.

In addition, the Actions and Alerts icon displays items that you may need to take some action on (such as approval) and alerts may be notifications of changes in different modules. Click the Actions and Alerts icon.


Where do I get help for Financials?

Financial Systems and Support Services Help Desk is available for user support, troubleshooting and training. The Help Desk is open Monday through Friday, 8:30AM-5:00PM.

Phone: 305-348-7200 or ext. 7-7200
Email: controller@fiu.edu
Office of the Controller website: http://finance.fiu.edu/controller

Will there be training on the upgrade?

Financial Systems and Support Services will be conducting a webinar on Thursday, October 11 from 10 a.m. – 11 a.m. to provide insight on the new user interface as well as enhanced module functionalities. To register for training, visit https://professionaldevelopment.fiu.edu/.

For all Financials training resources and support (including job aides), navigate to the Office of the Controller’s website and click on “Training Resources”.

Will there be enhancements made to the Travel & Expense module?

Enhancements will be made to the non-reimbursable functionality within the Travel & Expense module. Users will have to itemize all transactions and associate them to the appropriate payment and billing type. In addition, transactions attached to the University Credit Card are non-reimbursable and will not encumber. The non-reimbursable checkbox will be automatically selected and greyed-out on the Expense Report.

Please note:  All transactions associated with University Credit Card Payment Type have to be fully approved prior to Friday, October 12, 2018. All transactions will be sent back for update and resubmission after that date.

 

Additional Materials