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QUEST COLLABORATE 08 Session

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Notifications and alerts. Third party integration. Basic analytics, metrics. Longer-term ... Associated with job openings who did not pass the first level of screening ... – PowerPoint PPT presentation

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Title: QUEST COLLABORATE 08 Session


1
QUEST COLLABORATE 08Session 33120PeopleSoft
EnterpriseEmployee Manager Self ServiceCase
StudiesBrian McIntyre, President Melinda
Broome, VP, Business Development WorkStrategy,
Inc.
2
Agenda
  • Industry Trends
  • 8.9 and 9.0 Enhancements
  • Self Service Technology Enhancements
  • Case Studies
  • Q A
  • Follow-up with Brian and/or Melinda
  • brian.mcintyre_at_workstrategy.com 410.707.3760
  • melinda.broome_at_workstrategy.com 404.895.8084

3
WorkStrategy Profile
  • HR Management firm based in Maryland
  • Certified Oracle Implementation Partner
  • Specializations
  • PeopleSoft Implementation and Upgrades
  • Employee and Manager Self Service
  • HR Process Improvement
  • PeopleSoft Training
  • ePerformance, Recruiting Solutions, Learning
    Management,
  • eComp, Benefits Admin
  • Remote Lab Services and Outsourcing Solutions
  • Customers Span a Variety of Markets and Industries

4
Customer Upgrade Cycle
5
Customer Survey Results
  • Implementing or Upgrading
  • Most 8.X to 9.0
  • Adding to 8.8 foundation
  • 9.0 options
  • Improving Underlying Processes
  • Streamlining Costs
  • Deploying e-Apps
  • Key Focus Areas
  • Talent Management
  • Performance Management
  • Compensation Management
  • Learning Management
  • Manager Self Service
  • Empower managers and staff

6
Define Objectives Upfront
Recruiting
Onboarding
Time Attendance
7
Closing the Gap with Self-Service
  • Quick Hits!
  • Integrated HCM
  • Employee self-service
  • Notifications and alerts
  • Third party integration
  • Basic analytics, metrics
  • Longer-term
  • Integrated Talent Management
  • (Performance, recruiting, comp planning,
    development)
  • Manager self-service
  • Event-driven workflow
  • Enterprise portals
  • Business process improvement
  • Business line scorecarding

8
Self-Service Sophistication Where are you?
9
PeopleSoft HRMS 9.0
  • Key functional enhancements
  • Person Model (new)
  • Benefits
  • Profile Management
  • SmartHire
  • I-9 Compliance
  • Mass Update
  • Global HR enhancements
  • Technology
  • Minimum 8.48 PeopleTools
  • New WF Approval Engine
  • Improved web services
  • Improved integration

10
Top Customer Priorities
  • Upgrading
  • Most moving to PS 8.9, 9.0
  • Integrating
  • Building Common Foundation
  • Streamlining Costs
  • Eliminating Bottlenecks
  • Consolidating OD Function
  • Talent Management
  • Performance Management
  • Compensation Management
  • Learning Management
  • Enabling
  • Manager Self Service
  • Automating via Workflow

11
PeopleSoft Enterprise Landscape
Workforce Rewards
Workforce Planning
Align
HRMS Warehouse Scorecard
HelpDesk for Human Resources
Sales Incentive Management
Learning Management
ePerformance
Manager Desktops
HRMS Portal Pack and Portal
Deploy
TAM
eProfile
eCompensation
Candidate Gateway
Streamline
Time Labor
BenefitsAdmin
StockAdmin
PensionAdmin
Core HR
Payroll Interface
NA Payroll Global Payroll
12
PeopleSoft Self-Service Modules
  • Assess-Design-Develop
  • eDevelopment
  • ePerformance 9.0!
  • Workforce Planning
  • Learning Management
  • HCM Warehouse
  • Workforce Performance Solutions
  • eDevelopment
  • ePerformance 9.0!
  • HCM Warehouse
  • Learning Management
  • Workforce Planning
  • Plan-Incent-Reward
  • Benefits Administration eBen 9.0!
  • eCompensation / eCompensation MD
  • Workforce Rewards
  • Optimize-Track-Monitor
  • ePay
  • eProfile / eProfile MD 9.0!
  • HelpDesk for Human Resources
  • HRMS Portal Pack
  • Time Labor
  • Plan-Attract-Onboard
  • Candidate Gateway 9.0!
  • HCM Warehouse
  • Services Procurement
  • Talent Acquisition Manager 9.0!
  • Workforce Planning

9.0 new or upgraded functionality!
13
PeopleSoft 9.0 Achieving BPI
  • Improved UI and navigation
  • Re-designed pages
  • 360 views of data
  • Custom navigation
  • New Approval Engine
  • Talent Acquisition
  • ePerformance
  • Absence Management
  • Improved self-service
  • eProfile
  • eProfile Manager Desktop
  • Direct Report Management
  • Significant functional enhancements

14
Self Service Upgrade Considerations
  • Technical database upgrade
  • Elimination of customizations..
  • Workflow impact
  • Additional functionality added for ROI
  • Processes
  • Reporting
  • Knowledge transfer to the support teams
  • Streamlining business processes
  • Both Functional AND Technical buy-in
  • Proper training for HR admin, analysts, end-user
    community, IT team
  • Communication to executive sponsors
  • Staying within the timeline budget!!!

15
SmartHire Overview
  • eProfile Manager Desktop
  • Access for Managers
  • Ability to configure hiring pages according to
    org. practices.
  • Ability to configure Templates for specific jobs,
    users, countries, locations, worker types or
    industries.
  • Configuration options
  • field and page layout, security and automatic
    updates.
  • Field attribution features
  • ability to default and hide values
  • override defaulted values
  • require fields at the user interface level.

16
Person Model Enhancements
  • Improved flexibility to support contingent
    workers
  • Modified the contracts area to include
    subcontracts
  • Can track workers at a high-level contract and
    individual tasks of the overall contract
  • Replaces Job Summary with Workforce Job Summary
  • Automated notification process that checks when
    badges, security clearances, job assignments,
    contracts and task orders will expire
  • Enhanced deletion batch process for deleting
    Employee IDs to support the deletion of specific
    Employee Records
  • Additional types of non-workers who can be paid
    or receive benefits have been added (surviving
    spouses or former dependents). Increases the
    flexibility to provide these benefits internally.

17
I-9 Compliance
  • Better compliance with the US Immigration and
    Nationality Act to collect and store all I-9
    Information
  • Workflow-driven self-service functionality to
    complete I-9 information, with the ability for
    employers to complete and submit the required
    sections
  • Will eliminate some approval levels with increase
    management awareness
  • Reporting and processing functions including
  • To provide notification of upcoming or past-due
    expiration dates
  • Store, print, and archive I-9 forms as required
    by law and corporate policy

18
Employer I-9 Management
19
eProfile Manager Desktop
  • eProfile Manager Desktop leverages the common HCM
    framework for the approval of employee transfers,
    promotions, and change of reporting managers.
  • The Approval Workflow Engine (AWE) provides
    capabilities for creating, running, and managing
    the approval processes.
  • The common approvals management framework enables
    customers to create flexible rules around
    routing, levels and exceptions.
  • Approvals for all transactions are available to
    the user for review and action in one central
    location.
  • Users can delegate their approval
    responsibilities as needed.

20
Talent Acquisition Manager
  • Generate recruitment letters online (XML
    Publisher)
  • Autosave capability for searches containing job
    openings
  • New interview notes with attachments
  • New report to identify considered applicants
  • Associated with job openings within the system
  • Associated with job openings who were withdrawn
  • Associated with job openings who did not pass the
    first level of screening
  • Considered in searches for a job opening who were
    not linked

21
Recruiting Offer XML Templates
22
ePerformance
  • Integration with Learning Management
  • Managers and employees have real-time insight
    into ALL completed and planned learning for the
    individual
  • Completion of learning can be incorporated into
    individuals overall performance rating
  • Customer-driven enhancements
  • Description fields have been expanded from 254 to
    1325 characters
  • Proficiency descriptions added to support numeric
    rating
  • Printing PDF or Word doc (XML Publisher)
  • Document Cloning

23
ePerformance and XML Reporting
24
Other New XML Reports
25
Oracle/PS Implementation at RG
  • HRMS 8.8 Go Live Q42005
  • HR/Benefits Administration
  • Payroll Interface to ADP PayForce
  • Attendance Tracking
  • Time Labor Time Entry
  • Integrated with Benefits Leave Accrual
  • Custom RG Process Based Training
  • Self-Service Roll Out November 2006
  • eProfile Employee Personal Updates
  • ePay View Paycheck Data using ADP Import
  • eBenefits for 2007 Annual Enrollment
  • Just Completed HRMS 8.9 Upgrade
  • eDevelopment Live
  • eProfile Mgr Desktop Year-end!

26
eBenefits at Ropes Gray
  • Objectives
  • Online Confirmation of Benefit Elections
  • Maintenance of Dependent/Beneficiary Designations
  • Communication of Benefits Plans and Policy
  • Employee Driven Benefits Enrollment
  • 2007 Open Enrollment
  • Ongoing Events (HIR, FSC, FPC) January 2007
    Forward
  • Single Source for All Benefits Inquiries/Transacti
    ons
  • eBenefits Assessment Functionality,
    Deliverables Project Plan
  • Coordination with Other RG eApplications
  • eProfile Employee Personal Updates
  • ePay View Paycheck Data

27
eBenefits
28
Lessons Learned at RG
  • Understand Oracle/PS Applications
  • Use Delivered System When Possible
  • Be Willing to Explore Alternatives
  • NetworkWho has Experience?
  • Get Examples to Understand the Existing Process
  • Plan.Allow Sufficient Time for Changes
  • Involve Users/Vendors as Soon as Possible
  • Status Meeting by Process rather Function
  • Meet with Vendors to Clarify Requirements
  • Provide Process Documentation/Training

29
eProfile
  • Manager Self Service
  • View Employee (Direct Report)
  • Request Reporting Change
  • Approve Reporting Change
  • View Reporting Change Status
  • Request Employee Transfer
  • Approve Transfer
  • View Transfer Status
  • Request Employee Promotion
  • Approve Promotion
  • View Promotion Status
  • Request Location Change
  • Request Full/Part-time Change
  • Request Employee Retirement
  • Request Employee Termination
  • Employee Self-Service
  • View Personal Data
  • Update Name
  • Update Address(s)
  • Update Phone Number(s)
  • Update Email Address(s)
  • Update Emergency Contact(s)
  • Update Marital Status

30
Learning Management/eDevelopment - Case study
  • Manual Management via Excel
  • Employees would call the administrator to enroll
  • Implemented Learning Management eDevelopment
  • Training Administrators (Learning Mgmt)
  • Set up courses and sessions (50 courses)
  • Employees (eDevelopment)
  • Can sign up for course sessions
  • Implementation took 3 months
  • Fit/Gap (1-2 days)
  • Configuration Testing (6-8 weeks to create
    courses and sessions)

31
Learning Management eDevelopment
  • Budgeting
  • Cost Analysis
  • Tuition Reimbursement
  • Course Management
  • Courses and Sessions
  • Training Summaries
  • eDevelopment (ESS/MSS)
  • Requests, Approvals
  • Enrollments and Waitlists
  • Resource Management
  • Instructor Management
  • Reporting

32
Training Enrollment
33
Course / Session Lists
34
Manager View
35
Employee Competency Ratings
36
Licenses, Education, Languages
37
eComp Case Study
  • 10,000 total employees managed in HR shared
    services
  • 5,000 on compensation and WorkStrategy eComp
  • Salary management and variable compensation
  • 1st year tool used to manage the planning and
    allocation process

38
What is eComp?
  • Designed and developed by WorkStrategy
  • Supports merit, bonus, stock, and other VC plan
    management
  • Add-on module delivering true manager self
    service
  • Compensation and HR managers
  • Corporate leaders
  • Front-line managers and business unit executives
  • Imbedded with workflow approvals and
    notifications
  • Flexible spreadsheet-style design
  • Can be implemented for single or multiple budget
    cycles
  • Standard and configurable reporting
  • Supports most organizational hierarchies

39
eComp from WorkStrategy
40
PeopleSoft HCM and eComp
eComp
41
eComp Process Flow
42
PS HCM Page Flow
Merit
Bonus
Stock
Reports
43
Data Integrity and Guidance
44
Real-time eComp Console
  • Group Status
  • Open
  • In Progress
  • Submitted
  • Approved
  • Denied
  • Ready

45
Analytics and Currency Conversion
46
New 8.48 XML Publisher Reports
47
Implementation Roadmap
  • Project Team Training 3 day session
  • Process Analysis Fit/Gap 2-3 weeks
  • Configuration 3-4 weeks
  • Conversion (3rd party) 2-3 weeks (optional)
  • Testing 1-2 weeks
  • End-User Training 4hr, 8hr courses
  • Comp Analysts
  • Line/Dept Managers
  • HR Management
  • Overall 2-3 months
  • Feb 2008

48
eComp for VC/Annual Merit
49
Recruiting Solutions (TAM/CG)- Case study
  • About 1,000 associates
  • Subsidiary
  • 8 recruiters animation, administration, film
    divisions
  • Both requisition-based jobs and continuous
  • Transitioning from Monster.com, HotJobs, etc.
  • Implementation Team
  • 25 Functional Analyst
  • 25 Technical Lead
  • 10 Recruiters - UAT
  • 100 WorkStrategy Functional Lead/PM
  • 50 WorkStrategy Technical
  • Technical environment tools 8.46.12, oracle 9i,
    8.9 MP5

50
Project Preparation
  • Who is on the team?
  • Functional Domain Experts Recruiters!
  • Hiring Managers
  • HRIS and IT Support
  • Customer Project Manager
  • Documentation, Tools, Approach
  • Need a methodology!
  • Fit/Gap definition
  • Process analysis (and impact)
  • Proven configuration
  • Project Charter, Budgeting, and Success Criteria

Cost of hire Hire by source Reqs per
recruiter Job Req DO Onboarding time Employee
referral rate Diversity Performance Turnover by
source New hire/mgr satisfaction
51
Preparation - PeopleSoft Red Papers!
  • http//www.peoplesoft.com/corp/en/iou/red_papers/i
    ndex.jsphcm
  • Recruiting Solutions 8.9 Sites
  • Recruiting Solutions 8.9 Job Board Integration
  • Recruiting Solutions 8.9 Pre-employment Check
    Integration
  • Recruiting Solutions 8.9 Resume Extractor
    Integration
  • Recruiting Solutions 8.9 Application Class
    Registry
  • Recruiting Solutions 8.9 Approvals Framework
  • Recruiting Solutions 8.9 Auto-screening
  • Recruiting Solutions 8.9 Creating A New
    Transaction Group
  • Recruiting Solutions 8.9 Data Mapping
  • Recruiting Solutions 8.9 Globalizations
  • Recruiting Solutions 8.9 Hire Integration
    Customization
  • Recruiting Solutions 8.9 HRXML Mappings
  • Recruiting Solutions 8.9 Integrations Setup
  • Recruiting Solutions 8.9 Online Letter Generation
  • Recruiting Solutions 8.9 Payroll for NA
    Integration Set Up
  • Recruiting Solutions 8.9 Status Effects
  • Recruiting Solutions 8.9 Technical Overview

52
Implementation Roadmap
  • Fit/Gap Analysis 3.5 weeks
  • Implementation Team Training 1 day
  • Prototype Build 3 days
  • Configuration 6 weeks
  • User Acceptance Testing 3 weeks
  • End-user Training 2 days
  • Overall 3-4 months

53
Configuration - Setup Tables
54
Additional Changes
  • Change the field label from Minimum Pay to
    Current Pay
  • Inactivate Personal and Both as a reference
    types
  • Increase the size of the Terms Agreement
    section
  • Hide Skills Family on Advanced Search for
    Applicants
  • Remove Consider me for these Job Families
  • Suppress Geographic Preferences
  • Increase the number of attachments that are
    visible (up to five display)
  • Inactivate Take Action options
  • Route Applicant
  • Forward Applicant
  • Manage Applicant Contracts
  • Pre-Employment Check
  • Create Salary Package Model
  • Evaluate Competencies

55
Email Notifications
56
The Recruiter Dashboard Mystery
57
Setting Up the Dashboard
58
New Approval Management (AWE)
Recruiting Manager Approves, Denies, or pushes
back with comments
Hiring Manager Submits Job Opening
59
ePerformance Approach
  • Build project schedule and charter (performance
    cycle)
  • Assess performance program design / changes
  • Define project team, manager training
  • Analyze related processes and potential
    improvement
  • Document fit/gap and use of delivered processes
  • Configure tables and document templates
  • Prototype using conference room pilots
  • Develop feature and functionality wish list
  • Identify impact on corporate culture, change
    management needs

Team Training
Fit/Gap Analysis
Configure
Test
Deploy
60
ePerformance Case Study
  • 8,000 employees
  • Global HCM Platform
  • Basic eProfile on
  • Moving to more MSS functions
  • Performance management high priority

61
ePerformance Approach
  • Build project schedule and charter (performance
    cycle)
  • Assess performance program design / changes
  • Define project team, manager training
  • Analyze related processes and potential
    improvement
  • Document fit/gap and use of delivered processes
  • Configure tables and document templates
  • Prototype using conference room pilots
  • Develop feature and functionality wish list
  • Identify impact on corporate culture, change
    management needs

Team Training
Fit/Gap Analysis
Configure
Test
Deploy
62
Improve the Process
63
ePerformance Functionality
  • Structured and Non-Structured Reviews
  • Annual, Periodic, Unscheduled Check-ins
  • Performance Note Taking
  • Ongoing Career Development Strategies
  • Approval Workflow Management
  • Notifications and Ticklers
  • Flexible Design Structure and Templates
  • Sections, Weightings, Ratings, Free Form Content
  • Historical Archival
  • Integration with Other Processes
  • Compensation, Learning, Org Development,
    Competency
  • Performance Management Guidance
  • Language sensitivity, results writing,
    developmental tips
  • Imbedded Analytics

64
Online Forms Structure
65
Analytics and Reporting
66
Configuring Processes
67
Document Interaction
Performance Document
Employee Document
Template PERF2007 (BU Management Staff)
  • Mission
  • Initiatives
  • Goals
  • Responsibilities
  • Competencies
  • Employee Ratings
  • Employee Comments
  • Summary Comments

Emp Notes
Doc Sections
Manager Document
  • Mission
  • Initiatives
  • Goals
  • Responsibilities
  • Development Tips
  • Competencies
  • Employee Ratings
  • Peer Ratings
  • Manager Ratings
  • Employee Comments
  • Manager Comments
  • Overall Rating
  • Mission
  • Initiatives
  • Goals
  • Responsibilities
  • Competencies
  • Items Subitems
  • Comments
  • Employee Ratings

Participant Rules
  • Peer Ratings

Peer Document
  • Competencies
  • Peer Ratings
  • Peer Comments
  • Summary Comments

Approvals
Employee Comments
Peer Document
  • Competencies
  • Peer Ratings
  • Peer Comments
  • Summary Comments

Security
Peer Document
  • Competencies
  • Peer Ratings
  • Peer Comments
  • Summary Comments

Mgr Notes
Development Document
Template DEVL2007 (BU Corp Admin)
68
Final Forms Design
69
ePerformance Notifications
70
Summary
  • QA

71
WorkStrategy, Profile WorkStrategy is an HR
technology management firm providing strategic
planning, vendor selection, ROI analysis, process
improvement, and application implementation
services. As an Oracle partner, we specialize
in PeopleSoft HCM application and HR management
services such as implementation upgrades,
process improvement, recruiting solutions,
compensation and performance management,
enterprise learning, benefits administration,
manager self-service, and portal deployment. Our
consultants are regarded as leaders in the Human
Resource Management field and possess a unique
reputation for exceeding customer expectations.
Our solutions are designed to maximize your
investment in technology and people. We
incorporate strategies for building culture and
removing roadblocks to workforce productivity in
each of our methodologies. WorkStrategy,
Inc. 5565 Sterrett Place, Suite 401 Columbia, MD
21044 workstrategy.com 410.715.1020 main
72
About WorkStrategy
  • WorkStrategy is an HR technology management firm
    providing strategic planning, vendor selection,
    process improvement, and software implementation
    services.
  • As an Oracle partner, we specialize in PeopleSoft
    HCM and related HR management services such as
    project management, training, implementations,
    and application upgrades. WorkStrategy assists
    customers with cost/benefit studies, workflow
    design, and manager self service deployment.
  • Our consultants are regarded as leaders in the
    Human Resource Management field and possess a
    unique reputation for exceeding customer
    expectations. Our solutions are designed to
    maximize your investment in technology and
    people. We incorporate strategies for building
    culture and removing roadblocks to workforce
    productivity in each of our methodologies.

Contact Melinda Broome VP, Business
Development 404.895.8084 Melinda.broome_at_workstrate
gy.com
WorkStrategy, Inc. 5565 Sterrett Place Suite
401 Columbia, MD 21044 workstrategy.com 410.715.10
20 main
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