overhauling the foundation for future success · o peoplesoft absence management 9.2 uses the email...

Overhauling the Foundation for Future Success

PeopleSoft HCM

The Business & Technology Resource Group (BTRG) Proprietary & Confidential

HCM Overhaul

o Planning for future success requires looking at the present

o What is in my foundation tables? • Business Units • Departments • Locations • Job Codes • Salary Plans

o How have we utilized functionalities? • Person Model • Employee/Manager Self-Service

o Is there integration with Financials?


HCM Overhaul

o SetIDs • Building blocks • Allow restriction of other foundation values Departments Locations Job Codes Salary Plans

o Business Unit

• Source for SetID restriction


HCM Overhaul

o Departments • Smart-coding?

o Locations

• Telework designation (new in 9.1) • Establishment


HCM Overhaul

o Job Codes • Shared across business • How have we incorporated non-employees

– i.e., CWR and POI • Manager levels

o Salary Plans

• Broad-based • Driven by organization Executive, Management, Worker Salaried vs Hourly


HCM Overhaul

o Benefits • How many programs? • What plan types? • Using Benefits Administration? • Using Self Service? • Life Events

o Pay Groups

o Workgroups


HCM Overhaul

o Position Management • Full, partial or none • Can drive values in JOB

o Business Unit o Department o Location o Reports To (Manager) o Salary Plan/Grade/Step o Standard Hours


HCM Overhaul

o Person Model o HR database can manage all relationships

– Employee, Contingent Worker, Person of Interest

o Allows for a more complete picture of organization

o Workflow (AWE)

o Configurable o Allow delegation o Ability for Adhoc changes o Notifications – worklist, email, both


HCM: Top 10 New Features

Hugh Eubanks Solutions Architect


Table of Contents

Top 10 New Features That Can Change Your Business:

1. Smart HR Templates 2. Life Events Guided Process 3. Paycheck Modeling 4. Reconfigured Timesheets 5. Open Compensation Cycle Changes 6. Mid Period Performance Evaluations 7. Flexible Job Creation Process 8. Microsoft Outlook Integration 9. Email Collaboration for Approvals 10.Adhoc Notifications & Announcements


Smart HR Templates

o Smart HR takes Smart Hire many steps forward by enabling you to configure any Personal Data, Job Data or Profile data transaction to simplify the user experience.

o A new Manage Transactions component enables HR to review the data, make corrections, resubmit for processing, or cancel the transaction.


Smart HR Templates

o Entry using the Template


Smart HR Templates

o Manage transactions in process


o A new Life Events guided process (using the PeopleTools Activity Guide feature) allows organizations to configure life events through a sequence of action items. Organizations are able to define life event templates to support end to end HR/Benefits business processes and ensure uniform compliance with business policy and rules.

o Customers can add new life event types in addition to the out-of-the-box event types such as Marriage, Birth, Divorce and Adoption.

Life Events Guided Process


Some key features of this new process are: o A welcome page provides employees with instructional text to help

them with the process. This text is configurable, allowing organizations to tailor the text to meet their needs.

o The employee is given a list of actions items (steps they need to take) to complete their life event. Organizations are able to add, remove, or change the order of steps, identify the required versus optional steps, specify a dependent relationship between steps, and determine if the steps should be configured in a parent/child relationship.

o A visual guide to track the employee process is displayed to ensure the employee understands what they have changed and what steps are left to complete the process.

o An automated life event document upload and approval mechanism provides an easy way to validate an employee’s life event status changes.

o Once the employee has completed all changes, they are provided with a preliminary benefits enrollment summary which they can view and/or print.

o New triggers integrated from self service enable the automated enrollment process to better support the immediate evaluation and assessment of benefit options available to the employee as a result of work or personal life changes.



o Welcome Page, Actions and Visual Guide



o Proceed through steps or save and continue later



o Employee Document Upload ability


o If Approve Document(s) is marked as required, the Administrator will be notified to approve before the employee proceeds to enroll in benefits.


o Election Review and Print Statement



o Summary Statement



o Paycheck modeling enables employees to simulate changes to their paycheck without updating the production tables. The goal of self-service paycheck modeling is to empower the employee with the ability to make payroll-related decisions without calling the payroll department or help desk. The end result is to increase employee satisfaction while reducing the workload of the payroll department.

o Prior to this release, payroll administrators could simulate an individual’s paycheck using the Online Single Check functionality in PeopleSoft Payroll for North America. Now, with Paycheck Modeler, available through ePay, PeopleSoft Payroll for North America’s self-service module, employees can investigate their own what-if situations and simulate their own paychecks.

Paycheck Modeling


Paycheck modeling is useful for employees to quickly and accurately calculate and simulate paychecks for various scenarios, including:

o The employee would like to estimate a check with the overtime pay included

o The employee would like to adjust their withholding status o The employee would like to modify various benefit costs

Paycheck Modeling


Reconfigured Time Reporting

1. Adding key information using popups (real-estate is expensive)

2. Added configurability 3. “Real-Time Validation” 4. “Real-Time Rules” 5. Page tab framework used

to organize data

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2

2

2 3 4

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o An enhanced timesheet with additional configurations provides users with a more intuitive page that enables better control for both administrators and self-service users.


Open Compensation Cycle Changes

The benefits of open compensation cycle changes include:

• Accounts for changes in Salary, Currency, and Status (active vs. inactive).

• Handles exceptions for each cycle based on flexible customer configuration.

• Enables configuration of which job code will be used when the cycle is closed.

• Optionally extends the duration of open cycles or have multiple cycles per year without suspending all Human Resource transactions.

• Provides configurable instructions and alerts to managers whenever a change has occurred.


Open Compensation Cycle Changes


Mid-Period Review Support

o PeopleSoft ePerformance 9.2 delivers an updated process flow that supports a new step called Track Progress for mid-year reviews. This step is configurable by the administrators and will allow for up to 11 interim review periods within a single performance cycle.


Flexible Job Creation Process

o During the job creation process, specific fields within a section can optionally be hidden from users with certain roles. This new feature is called the Flexible Job Creation Process.

o Typically, you use the flexible job creation process to limit which fields are visible to hiring managers. This configuration allows managers to focus on a subset of information without being distracted or confused by fields that a recruiter will complete. The fields remain hidden while the job opening is unsaved or in Draft status. When the job is opened or submitted for approval, all users including hiring managers can view the complete job opening data.

Note: The job creation process should not be considered a security tool. Fields that are hidden from specified users during the job creation process become visible when the job is no longer in draft status. Also, fields are hidden only from users with specified roles, and a user with a role that is not specifically configured can always see all job opening fields.


Flexible Job Creation Process o Job Creation Process controls which job opening fields are

visible to users with different recruiting roles.


Microsoft Outlook Integration

o Desktop Integration remains a high priority in the current enterprise environment. Organizations are looking to leverage their investment with their desktop products such as Microsoft Office. PeopleSoft 9.2 leverages the existing Enterprise Components Desktop Integration technology. This new integration allows PeopleSoft self-service users to initiate transactions directly from their Microsoft Outlook Calendar using a simple and intuitive user interface.

o Delivered Microsoft Outlook Integration points: o Talent Acquisition Manager o ePerformance o Absence Management


Microsoft Outlook Integration Submitting Absence Requests from Microsoft Outlook Calendar

Note: Forecasting is not available when employees enter absence requests using Microsoft Outlook.


Microsoft Outlook Integration

o ePerformance - Outlook Integration for Kudos and Tasks

o Enables managers and employees to capture feedback throughout the year and associate that feedback with the employee’s performance document.


Email Collaboration for Approvals o PeopleSoft Absence Management 9.2 uses the Email

Collaboration Framework to generate fully functional, HTML emails that approvers can use to Approve, Deny, or Push Back absence requests. Approving absence requests through HTML emails functions just as it would if you were logged in to the Absence Management application.

o Absence requests generated through Absence Management self service, Time and Labor timesheets, or Microsoft Outlook integration generate HTML email notifications that are routed to the appropriate approver(s). Through whatever method they typically use to access email, approvers can view the information provided in an absence request email to make an informed decision and take the appropriate action (approve, deny, or pushback). This enables users to keep on top of their approval tasks and remain efficient and productive.


Email Collaboration for Approvals o HTML Email on Mobile device


Adhoc Notifications & Announcements o HR Notifications provide the ability to compose and send

adhoc notifications to an individual or a group of people in the HCM system. Notifications can be delivered in the form of: o Email messages delivered to recipients’ inboxes. o Announcements that appear on the Announcements pagelet of a

Homepage, WorkCenter or Dashboard page to which recipients have access.

o Both email messages and announcements.


Adhoc Notifications & Announcements

o Create on the fly or recurring announcements and/or email notifications to a list of recipients

o Announcements pagelet available on Home Page or within module specific WorkCenters

o Provide an optional to add a link to a PeopleSoft component or URL

o Provide an option for file attachment


overhauling the foundation for future success · o peoplesoft absence management 9.2 uses the email...

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