PeopleSoft HCM 9.0: Release Highlights

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PeopleSoft HCM 9.0 Release Highlights

• Rob Lowry
• Sr. Sales Consultant
• January 17, 2007/NorCal OAUG 2007 Training Day

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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver
any material, code, or functionality, and should
not be relied upon in making purchasing
decisions.The development, release, and timing
of any features or functionality described for
Oracles products remains at the sole discretion
of Oracle.
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Agenda

• Whats New in PeopleSoft HCM 9.0
• Where to Find Additional Information

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PeopleSoft HCM 9.0 Themes
PeopleSoft HCM 9.0 Focus on Workforce
Optimization
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Enterprise-Wide Talent ManagementAddressing the
Aging Retiring Workforce and Becoming an
Employer of Choice
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The Talent Life Cycle
Talent Planning
Measure and Report
Recruiting
Succession Planning
Performance Management
Learning Development
Compensation
Career Planning
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New! Profile Management
The foundation for establishing consistent,
standard yet flexible attributes for the purpose
of

• Defining
• Recruiting
• Measuring
• Developing
• Advancing
• and Rewarding

your talent
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Recruiting Solutions Enhancements

• Configurable Offer Letters
• Online Contact Management
• Automatic contact notes generated by interview
  and offer letter
• Add Notes at any phase during the recruiting
  process
• Enhanced timezone support
• OFCCP

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ePerformance Enhancements

• View learning within the context of a performance
  evaluation
• Link to learning system to recommend new courses
• Flexible Approvals and Delegations
• Printable, Configurable Performance Document
• Document cloning
• Roll content forward between review periods
• Use same review criteria for multiple individuals

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Performance Document
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Enterprise Learning Management 9.0

• Certification and Compliance
• Nested certifications
• Configurable expirations
• Waivers, equivalencies
• Program requirement push
• Enhanced integration with PeopleSoft HCM
• Fully supports Person Model and Multiple Jobs
• Enhanced EIP Processing and Error Handling
• Profile Management, ePerformance
• Usability Improvements (Learner, Manager,
  Administrator)
• Disconnected Learning Certified Integration
  with Backweb

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Extended Value with Standardized, Innovative
TechnologyImproved Governance Compliance to
Lower Risk
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New! Introducing XML PublisherDocument
Management Made Easy!

• How XML Publisher Works
• Leverages XML Technology to tag data elements
• Deployable to end users to create their own
  reports
• Uses security to ensure data is accessible to
  authorized users
• How You Can Use XML Publisher
• Create reports using standard desktop publishing
  tools
• Microsoft Office
• Microsoft Excel
• Adobe Acrobat
• Create your Business Documents as repeatable
  forms and reports
• Printed certificates, authorizations, etc

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Extract Once Publish Multiple Times
Employee Data
Finance
EFT
Excel
HTML
PDF
XML
XSL
Different Templates For different output formats
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Approvals and Delegation Framework

• Common Approvals Framework for most Transactions
• Common Delegation Framework
• Workflow-driven delegation
• Defined period of time or open-ended
• Proxy Management
• Full Delegation Administration
• Manage delegations
• Review and Revoke

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Approval and Delegations FrameworkOnline
Configuration
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Change Impact Analyzer

• The Problem
• Customers asked for a better way to manage fixes
  and patches
• Oracle needed to provide more robust guidance for
  testing
• The Solution
• PeopleSoft Change Impact Analyzer (PSCIA)
• How
• Identifies application impact
• Highlights business processes requiring testing
• Displays navigation paths affected by a patch
• Generic tools (Java app) support multiple
  versions of PeopleTools as far back as PT8.20
  (8.1x) and 8.4x

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Change Impact AnalyzerAn Administrators View
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Mass Update

• Company wide compensation increase
• Department transfers
• Job code changes
• Labor Agreement changes
• Reorganizations

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Improved! Mass Update

• Make data changes to a large group of employees
• Improved performance through multi-threaded
  processing
• New Preview step for data validation
• Improvements in user experience
• Expanded data availability
• RESET Button

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Person Management Enhancements

• ERN Delete
• Full support for Person Model
• Delete specific portions of an employee record
  rather than entire employment record
• Person of Interest Payees
• Allow certain POIs to receive benefits and/or pay
• Online I-9 Processing
• Includes employee- and employer-driven workflow
• Allows for full documentation and storage of I-9
  information

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Person Management Enhancements (cont)

• Contract Enhancements for Contingent Workers
• Track and Associate at contract or
  task/subcontract level
• Workforce Job Summary
• Full Job Summary for Employees and Contingent
  Workers
• Document Badges and Security Clearances (USF)
• Temporal-Item Tracking
• Store and track date-sensitive items, such as
  badges, permits, etc
• Hire Contingent Workers as US Federal Employees

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Benefits Solutions

• Base Benefits
• New Plan Type Support
• Long-term care, Wellness, Legal and Health
  Spending Plans
• Flexible Premium Options Calculations
• Formula-based calculations
• Split premiums by tax classes for employees and
  employers
• Enhanced Plan Management
• Hardship withdrawal management available for all
  savings plans
• Flexible limit processing for contributory plans

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Benefits Solutions (cont)

• eBenefits
• Enhanced enrollment process
• Optional Certification of eligible Dependents and
  elections
• Benefits Administration
• Dependent Management
• Allow over-age dependents to remain in a plan
• Plan Management
• Movement between plans is now allowed while
  maintaining covered dependents and coverage codes

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Principles of Time Pay
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Greater ControlStreamlined Product Integration
Absence Management

Payroll
Time Labor
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Greater ControlDecision Support and Action

• Data Reconciliation
• Delivered Reports and Notifications highlight
  data conflicts
• Online filters for data matching
• Links to take action on issues
• Ability to Re-Process Time
• Re-process by employee or pay group
• Global Payroll Data Archive Template
• Archive historical data (i.e. Calculation,
  Banking and GL Results)

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Increased FlexibilityEffective Data Management

• TL/Payroll Data Filters
• Select by Employee, Group or Earnings
• Create Separate Checks
• Delivered Reversal Functionality
• Select if data can be re-processed or cancelled
• Status codes and data sent back to Time Labor
• On-Demand / Off-Cycle Processing
• Delivered, configurable dashboard for processing
  off-cycle request
• Global Payroll Trigger and Packaging Enhancements
• U.S. Garnishment Functionality
• Delivered, rule-driven garnishment module

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Deeper VisibilitySingle Timesheet for Absence
and Time Data

• Employees Can
• View absence data and worked time in one place.
• Enter and adjust absences on timesheet.
• Check absence rules on the timesheet.
• Managers Can
• View full time summary, including planned and
  reported time
• Approve a single timesheet for TL and Absence
  data
• Time Administrators Can
• Provide real-time visibility in Time Labor for
  all time events
• Ensure that Payable Time reflects the correct
  cost

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Deeper VisibilityAutomated Form Management

• PDF Version of pay check and deposit advice
• Provides same format for printed and electronic
  versions
• Allows for printing on a single page with YTD
  amounts on all self-service checks, not just the
  current one
• Provides configurable availability date for
  self-service viewing
• Delivers administrator view of paycheck
• PDF Version of Year End Forms
• Provides ability to consent to electronic
  delivery
• Provides ability to print forms in legally
  required format
• Forms include
• W-2 / W-2C / W-2AS / W-2GU / W-2VI (for US)
• T4 / T4A (for Canada)

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Lean Business ProcessesEnabling New Markets and
New Companies with Global Human Resources,
Payroll, and Benefits
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New! Smart Hire

• Create and Deploy Configurable Hiring Templates
• Default and hide all common fields to reduce and
  accelerate entry
• Include required, optional and custom fields
• Eliminate complexity hiring can be performed via
  eProfile Manager
• Enable workflow for hiring approvals
• Supports Person Model and Labor Agreements
• Leverage Search/Match to avoid duplicate records

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Smart Hire Setup
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Smart Hire Configure
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Smart Hire Deploy
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Improved! Mass Update

• Make data changes to a large group of employees
• Improved performance through multi-threaded
  processing
• New Preview step for data validation
• Improvements in user experience
• Expanded data availability
• RESET Button

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Mass Update Definition
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Preview
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Key New Features/Functions in HCM 9.0

• NEW FUNCTIONALITY
• Workforce Management enhancements
• SmartHire
• Mass Update
• Profile Management
• Recruitment letter
• I-9 Processing
• Industry Enhancements for Military Govt/Public
  Sector
• Global Payroll enhancements

• NEW ENABLERS
• XML Publisher
• Enhanced Integration for Time/Pay, and Talent
  Management
• Approvals and Delegation Framework

Process
Tech
People
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Enterprise Release 9
?
?
?
Extend Value Using Next Generation Technology
DriveSuperiorOwnershipExperience
DeliverBest-in-Class Business Processes
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Where to Find Additional Information

• The following documents detailing HCM 9.0 have
  been posted to Customer Connection
• Statement of Direction
• Release Value Proposition
• PreRelease Notes

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