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PeopleSoft Enterprise 45120

Using Bolt-on Applications To Improve EmployeeSelf Service And Employee Satisfaction

Agenda

• Employer Concerns

• Self Service

• Bolt-on Applications

• How to Integrate Bolt-ons

• Examples

• Q & A

Employer Concerns

From Deloitte’s 2008 Benefits Reward Survey

• “Employers are still struggling to find that magic formula for controlling costs while retaining and motivating their employees”

• Retain talent through use of corporate Self Service applications

No. 1 Employer Concern: Talent Shortage

All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey

Self Service Strategies

All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey

Retaining Talent

Retain employees by improving Self Service on your benefit rewards programs:

– Compensation/Payroll– Benefits enrollment– Help desk – Attendance/Vacation scheduling – Development and Career Opportunities

Self Service Expectations

• Used to be nice-to-have• Today it is required

– Banking– Shopping

• Self Service payback– Employee satisfaction/retention– Searchable knowledge bases – Reduction in costs

Leverage Your Investment

• Don’t build entirely new applications• Provide custom:

– Analytics and/or scorecards– Performance tracking– Decision support processes– Information for a special group within your

organization

• Custom portals• Internet

Self Service Options

• PeopleSoft Portal

• PeopleSoft e-Apps

• Bolt-on Applications

• Mixtures – “Best of Breed”

Improve Employee Self Service

• PeopleSoft Basic Portal– Comes with PeopleTools – Limited to licensed PS applications within product

line

• PeopleSoft Enterprise Portal– Designed to be used as a general purpose portal

solution– Needed to register additional non-PS content

Improve Employee Self Service

• PeopleSoft e-Apps– eBenefits - eCompensation– eDevelopment - eEquity– ePay - ePerformance– eProfile - eRecruit

What is a Bolt-On Application?

• Custom Application

• Replaces, expands on, or modifies PeopleSoft functionality

• Uses PeopleSoft data

Reasons for a Bolt-On Application

• New Business Functionality

• Custom Information

• Security Reasons

Types of Bolt-on Applications

• PS Tools Integrated– navigation– pages– records

• External, utilizing PS technology to access data

• External, accessing PS data directly

Benefits of Bolt-ons

• Increases User Adoption

• Reduces Costs

• Fast Delivery

• Reduces Complexity

• Business Flexibility

Methods of Integration

• Leverage PeopleSoft APIs and Web Services

• Leverage Vendor Software as a Service (SaaS)

• Direct Data Integration

Integrating Bolt-ons: PS APIsLeverage PeopleTools:

– Component Interface– Integration Broker– Integration Tools and Utilities– MultiChannel Framework– Internet technology– EDI Manager– Forms Routing– Open Query ODBC Driver and API – PeopleCode:

• Application Messaging Class• Business Interlink Class• File Class• Internet Script Class (iScript)• Java Class

Integrating Bolt-ons: SaaS

• Leverage Software as a Service (SaaS)– SaaS may include everything from

customizations to installation– Scalable costs

Integrating Bolt-ons: Direct Data

• Integrate data directly using SQL and/or data extracts

• JAVA/SQRs/COBOL/SQL

Expectations for Self Service

• Automate manual functions

• Build new transaction processing

• Build decision support – knowledge bases

Example 1: CaseManager

• Improves Help Desk Support

• Tracks calls and issues to resolution

• Streamlines workflow

• Provides resolution tracking and management

Example 1: CaseManager

• Automatic assignment and escalation of cases

• E-mail integration – notifications and reminders

• Employee entry of cases and case history view

• CTI Support

Example 1: CaseManager

• Builds Knowledge Base – Can build on the fly

• Stepping stone for creating FAQs

• Road to Employee Self Service

Example 1: CaseManager

• PeopleSoft, SAP, Oracle, JD Edwards integration

• Metrics to identify the reasons for calls, duration, resolution time, CSR effectiveness, training issues, etc

• Certified by SUN • MySQL Enterprise Certified program

Example 1: CaseManager

• CaseManager Demo!

Example 2: At-Trac• Allows paperless entry of “time off” requests

(vacation, sick, personal)• Seamless import of information from HR applications

– prevents unnecessary data entry • Highly dynamic user interface

– allows end-users to enter company specific time off and accrual rules that prevent unnecessary programmer

modifications • Wide range of reporting capabilities including

– absence tracking by individual/department – G/L liability

Example 2: At-Trac

• Approvals/rejections with automatic notifications generated to employee and manager

• Daily, monthly and annual calendar views allow managers to– track accrued time off balances per individual

and/or department– detect excessive absences or repeating patterns

Example 2: At-Trac

• Break for Demo of At-Trac!

Example 3: HR Portal

• Personal Data Review

• W-4 Modeling

• Employee Stock Purchase

• 401(k) Administration

• Life Insurance Elections

• Personal Data Modifications

Example 3: HR Portal

• “Cafeteria-style" Health Benefits

• Travel Reimbursement Benefits

• Pension & Retirement Benefits

• Links to Third Party Providers

• Direct Deposit Elections & Modifications

• Attendance - Submit Hours and Vacation

Example 3: HR Portal

• HR Portal Demo!

Example 4: Benefit Enrollment

Health and Welfare benefit enrollment process

• Browser based

• Integrated with HCM

• Developed with .Net

Example 4: Benefit Enrollment

• Benefit Enrollment Demo!

Example 5: Management Workflow

Position Workflow ApplicationManages daily workflow of promotions and salary increases

• Browser based

• Integrated with HCM

• Developed with .Net

Example 5: Management Workflow

• Management Workflow Demo!

Example 6: External to PeopleSoft

Wireless Solutions• Help Desk on the road• Vacation tracking in the

field

Questions

• Kindly identify yourself and your company

Thank You!

Gary Reuter

LBi Software

516-921-1500 x117

greuter@lbisoftware.com

For more information go to www.lbisoftware.com or visit us at booth #318!