occidental petroleum peoplesoft 8.9 hr delta overview june 2006
TRANSCRIPT
Occidental Petroleum PeopleSoft 8.9
HR Delta OverviewJune 2006
HR Delta Overview
Upgrading to Version 8.9
PeopleSoft
v8.3
v8.
9
HR Delta Overview
Topics
Why we’re upgradingWhat’s changingWhat’s not changingChanges to the Home page Improved search capabilitiesChanges to documentation and trainingChanges to page and table componentsOxy contingent workersNumbering employee/contingent worker recordsTerminology changes
HR Delta Overview
Why We’re Upgrading
What Are the Benefits?
Improved ease-of-use resulting from restructured, streamlined components and pages
Support of version 8.9 extended to 2013 by Oracle
Ability to use 8.9 HR CRM and 8.9 ePerformance (360 and Performance Manager) applications (not compatible with our current version, 8.3sp1)
More robust functionality resulting from enhancements to eDevelopment, Time & Labor, eRecruit, and employee types
HR Delta Overview
What’s Changing?
Consolidated/restructured PeopleSoft pages
Improved management of contingent workers (CWR) and persons of interest (POI)
Using “person model” architecture
Effective (future) dating of dependent and beneficiary information
HR Delta Overview
What’s Not Changing?
User roles and responsibilities
Business processes
HR Delta Overview
PeopleSoft Home Page
Navigation: OxyNet.oxy.com > Oxylink
PeopleSoft sign-in page
Single, vertically expanding menu (menu pagelet)
Navigation pane
Page links
HR Delta Overview
Changing Feature – New Window
New Window link
Feature now available on all pages
HR Delta Overview
Menu Pagelet Search Function
Search using
words from page names
Search within results
Use “Hide Summaries” feature
HR Delta Overview
New Advanced Search Features
Search operators
Second Name field
HR Delta Overview
Changes to Documentation – Reference Guides
HR Delta Overview
Changes to Documentation – QRGs
QRG = Quick Reference Guides
QRGs Navigation Quick Reference
Position Management Quick Reference
PeopleSoft HR 8.9 Data Map Cheat Sheet
HR Delta Overview
Changes to Training – WBT Programs
WBT = Web-based Training Programs
Two WBTs available from PeopleSoft menu
PeopleSoft Basics & Navigation
HR View Only
HR Delta Overview
WBTs
HR Delta Overview
Changes to PeopleSoft Page Components
Personal Data component
Job Data component
Dependent Information component
Pay Rate change component
Additional pages
HR Delta Overview
Personal Data Component
Pages have been renamed and reorganized
Organizational Relationships page available when you add a person to the database
Identity/Diversity information has been consolidated on the Biographical Details page
Referral fields have been moved from the Identify/Diversity page in v8.3 to the Person Applicant Information page in v8.9
HR Delta Overview
Job Data & Personal Data Date Field Changes
V8.3 Date Fields V8.9 Date Fields
Original Hire Date Original Start Date
Hire Date First Start Date
Company Seniority Date Company Seniority Date
Service Date Benefits Service Date
Vacation Service Date Vacation Service Date
Date Last Increase Last Increase Dt
HR Delta Overview
Personal Data Date Field Changes (continued)
V8.3 Date Fields V8.9 Date Fields
Termination Date Termination Date
Rehire Date Last Start Date
Last Date Worked Last Date Worked
Expected Return Date Expected Return Date
HR Delta Overview
Job Data Component
Page names remain the same
Work Location page contains a Calculate Status and Dates button
Employee Status field replaced by HR Status and Payroll Status
Date fields have been relocated from the Employee Information page to Work Location
Some of the date fields now have override check boxes
HR Delta Overview
Job Data Component (continued)
Job Information page now contains Supervisor ID field
Account Code field replaced by Combination Code field
Names of Employee Information date fields have changed
Pay Components region, Compensation page, has new Controls tab
HR Delta Overview
Dependent Information Component
Number of pages have changed (from 4 to 3)
Federal Medicare Flags now on Personal Profile page
Effective date (future date) beneficiary and dependent information, including name and address
Personal Profile page: Personal History region added Now contains federal Medicare Flag and Entitled Date field Includes date fields for Student, Smoker & Disabled check
boxes
HR Delta Overview
Pay Rate Change Component
Page names remain the same:
Employee Profile (now contains Last Increase Dt field)
Salary Plan
Compensation
Job Earnings Distribution
HR Delta Overview
Additional Components and Pages
Current Job component Changes similar to those in Job Data component
Employee Data Summary page Payroll Status field replaces Employee Status field Date fields have been revised
Job Summary page Action field replaces Short Description field
HR Delta Overview
Miscellaneous Pages
Maintain Bank Accounts page (foreign locations only)
Page name updated from Bank Account Information Bank Details region is new
Prior Work Experience page Person ID field replaces EmplID field Last Updated field is new Work Responsibilities field is new Ending Pay Rate, Currency Code, and Pay Frequency
fields have been removed
HR Delta Overview
Changes to PeopleSoft Table Components
Department table component
Job Code table component
Location table component
Position Data table component
NavigationNavigation
HR Administration > PeopleSoft TablesHR Administration > PeopleSoft Tables
HR Delta Overview
Department Table Component
Departments search page Manager ID has been added as a new key field
Department Profile page Manager Type region is new Budget Level field has been moved
HR Delta Overview
Job Code Table Component
Job Code Profile page Job Profile ID field is new
Evaluation Criteria page Effective Date & Description fields switched positions
Market Pay Match page Replaces Salary Survey page
Default Compensation page Effective Date & Description fields switched positions
Non-Base Compensation page Can now add rows and update fields
HR Delta Overview
Location Table Component
Location Address page Address fields consolidated
Location Profile page Regulatory Region field name replaces Reg Region Establishment ID field name replaces Estab ID Payroll for North America region is new Select an establishment ID to associate with a
location
HR Delta Overview
Position Data Table Component
Description page Consolidates three pages from version 8.3: Description, Work
Location, and Job Information Three fields have been added
Specific Information page Two fields have been added
Budget and Incumbents page Three fields have been added Now contains a link to Job Data
Multiple Supervisors page Account Code field is now Combination Code Can now sort by column headings
HR Delta Overview
Add Employees, CWRs, and POIs
Non-employees are now called “contingent workers” (CWRs)
Contingent workers who become employees now have a single record
Streamlined process to change employee types
Contingent Worker Employee
Employee Contingent Worker
Add a Person of Interest (POI)
Surviving spouses receiving NA Payroll payments now added as POIs
HR Delta Overview
Organizational Instances & Employee Record #s
PeopleSoft version 8.9 uses organizational instances and employee records to create and update job records
Organizational instance is a single occurrence of an organizational relationship
To add an organizational instance, use the Add an Employment Instance or Add Contingent Worker functions
HR Delta Overview
Employee Record #s
Record numbers auto-assigned
Empl Rcd # field displays on Work Location page
All initial employee, contingent worker, and person-of-interest records are assigned “0”
Record numbers increases sequentially when an employment instance is added
Contingent worker is terminated and then added as an employee
Employee is terminated and then added as contingent worker
HR Delta Overview
Searching for Persons with Multiple Record Numbers
Search returns multiple results; identified by record number
Customization to be added to identify organizational relationship
HR Delta Overview
Terminology Changes
Breadcrumbs
Contingent Worker
Hire/Add a Person
HR Status
Navigation
Organizational Relationship
Person of Interest (POI)
Pagelet
Payroll status
HR Delta Overview
Questions???