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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 1

Oracle West Coast Healthcare & Research Industry Forum PeopleSoft HCM – The Heart of PeopleSoft

Julie Alonso Product Management Director Oracle

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

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 Oracle’s products remains at the sole discretion of Oracle.

2 Oracle Confidential – Event Use Only


PeopleSoft HCM Updates & Roadmap

Self Service

Core HR

Time & Labor

Recruiting

Payroll and Benefits

1

2

3


4

5

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 5

By the Numbers

Oracle’s Continued Commitment to PeopleSoft

6,000+

70%+

1,050

PeopleSoft Customers

New Features Delivered

Adoption Rate

PeopleSoft Campus - California


PeopleSoft HR Today is…

6

Flexible, Easy to Deploy and Maintain

Powerful Self Service

Simple and Easy to Use

Robust HR Functionality

Oracle Confidential – Event Use Only


Changing the Model PeopleSoft Selective Adoption – Like a Trip to the Grocery Store

7

• Come shopping when you need to

• Fill your cart with what you want

• When you last shopped doesn’t matter

• The HCM shelves are always stocked



Let’s Go Shopping!

Oracle Confidential – Internal/Restricted/Highly Restricted 8


Fully Execute on Selective Adoption Know What Has Been Delivered by Using the Cumulative Feature Overview Tool

With Update Image Details, Links to Videos, and Applied

Bug Report Upload

Get Started click me

http://docs.oracle.com/cd/E52319_01/infoportal/opc.html

https://apexapps.oracle.com/pls/apex/f?p=10319:5:0

https://apexapps.oracle.com/pls/apex/f?p=10319:5:0


Selective Adoption Customer Stats



0

20

40

60

80

100

120

140

160

180

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1

2013 2014 2015 2016 2017

Continuous Delivery Means Continuous Value

New Features Over Time

750+ New Applications Features Delivered Since PeopleSoft 9.2 General Availability

Calendar Year/Quarter

# o

f N

ew F

eat

ure

s

12 Confidential – Oracle Restricted

MW

Pe

op

leSo

ft 9

.2 G

A

HCM/ELM* ERP

*includes CRM features for employee engagement


“Classic” Self Service



PeopleSoft Fluid User Interface

A Modern User Experience


HCM Healthcare Customers Using Fluid


HCM Focus Groups

• Absence Management

• Benefits

• Delegations & Approvals

• Employee Snapshot

• Enterprise Learning Management

• Fluid Simplified Analytics

• Global HR

• Global Payroll

• Guided Self Service

• HR Administration

• HR Core Analytics

• HR HelpDesk

• Onboarding

• Payroll North America

• Performance Management

• Position Management

• Recruiting Solutions

• Selective Adoption

• Time & Labor

• Total Rewards

• Company Directory


PeopleSoft HCM Key New Features & Roadmap

Restricted to event use only.


Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft HCM

Intuitive

Easy

Expansion of Guided Self Service • Non-Job Data Transactions (e.g. New Position) • Configurable Fields and Attachments • Multi-select Transactions • Push Back to Previous Approver

HR Administrator Homepage • Guided Processes and Checklists • Review Transactions, Notification Framework Employee Side by Side Compare • For Managers and HR Administrators • Core HR and Talent Data Employee Snapshot • Role Based Views • Configurable Events Recruiting • Refer a Friend • Diversity Analytics for Administrators • LinkedIn Integration Enterprise Learning Management • Mobile Search, Enroll, and Execute Training • Merge External and Internal Learners

On-boarding/Off-boarding (i.e. “Day One”) • Configurable Guided Process via Activity Guide • Workflow Approval by Individual Step • Alerts and Notifications Payroll for North America • Mobile Direct Deposit • WorkCenter Expansion • Self Service Lockout During Payroll Runs • Pay Sheet Update Enhancement Time and Attendance • Mobile Approvals for Reported and Payable

Time for Elapsed and Punch Time Reporters • Manager Self Service for Employee Time Entry • Absence Request Cancellation • Enhanced Integration between Time and Labor

and Absence Management • Mobile/Redesigned Employee Timesheet Position Management • Self Service for Creating New Positions • Effective Sequencing on Position Records • Address Formatting

HR Help Desk • Secure Employee Relations Case Tracking

Dotted Line Reporting • Manager and Employee Self Service • Visualized in Company Directory Benefits Administration • Dependent and Beneficiary Enhancements • Enhanced Mobile Open Enrollment • Live Events Expansion of Mobile Approvals Simplified Analytics • HR Administrator Analytics • Absence Administrator Analytics • Recruiting and Diversity Analytics • Global Payroll Variance Analytics • Workforce Availability Analytics • Learning Analytics Global HR / Payroll • Configurable Global Name Formatting • Maintain Bank Accounts and Pay Distribution • Guided Global Payroll for Administrators Regulatory Updates • ACA Enhancements and Legislative Changes • eSocial – GP Brazil / DSN – GP France

Powerful

MW

Non Exhaustive

18 Confidential – Oracle Restricted

MW



Self Service

Core HR

Time & Labor

Recruiting


1

2

3


4

5

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted

• New Fluid HCM Features Employee Snapshot Guided Self Service Employee Total Rewards Employee Onboarding

DEMONSTRATION


Fluid Employee Snapshot


Features • 360 View of Talent Information • Talent Summary & Timeline

• Track Employee Readiness for:

• Promotion • Performance Review • Salary Changes • Succession

• Track Employee Measures

• Risk of Leaving • Impact of Loss • 9 Box • Potential

•

See Everything…about your Talented Employees


Employee Snapshot – hold for Jeremy

Confidential – Oracle Internal/Restricted/Highly Restricted 22


See Everything…about your Talented Employees Employee Snapshot

• Administrator View

• ELM Integration

• Succession Planning

• Absence Mgmt

24



• Compensation

• Employer Provided Benefits

• Health & Life Insurance

• Retirement

• Stock

• Allowances

• Time Off

• Tuition Reimbursement

• Training

• Employer Paid Taxes

• Company Provided Perks, such as a Gym

Note: Part of Core HR License


How much am I worth? Employee Total Rewards


Employee Self Service Access



Viewing the Online Statement


View current and historical statements

Personalize the

Statement

Configurable Total Compensation

Amount

Configurable Content


Fluid Guided Self Service Put Your Managers in Control with Guided Self-Service

28

• Guide managers through submitting transactions

• Compound transactions into one process

• Decision support assistance

• Configurability by transaction

Requires PeopleTools 8.54 or Higher



• Promote Employee

• Transfer Employee

• Request Ad Hoc Salary Change

• Request Reporting Change

• Request Location Change

• Change Full/Part Time & FTE

• Retire Employee

• Terminate Employee

• Request Demotion

• Request Leave of Absence

• Request Unpaid Leave

• Request Clone Position

• Multi Select Employees

Guided Self Service Transactions

Oracle Confidential – Event Use Only 29 *Only available with GSS


9 11 12 2014 15 16 17 2015 18

Simplified Analytic

Guided Self Service Timeline

- Enhanced Config Options - User Friendly Search Options

- Reports To Feature - Last Day Worked

13 14

- HR Administrator page - Position Management Integration

2016

Flexible, Intuitive and Easier for Managers

- GSS - 8.55 Activity Guide - Action/Reason by Reg Region GSS – Phase 1 Released

10

• Promote Employee

• Transfer Employee

• Request Reporting Change

• Request Location Change

• Change Full/Part Time Status

• Retire Employee

• Terminate Employee

• Request Ad Hoc Salary Change

• Location Change

• Full Time/Part-Time

• Reports To

• Salary Analysis

- Small Form Factor - Red Paper posted

Admin and Review page

20

- Addl Position Mgmt Integration

-Accessibility -Translations

2017 19 21

•Paid Leave of Absence •Leave of Absence

- Attachments - Fluid Approvals • Request Demotion


-Position Clone -Update FTE/Standard Hrs

22 24

- Nav Collection - Multi Select -Reason Required


Guided Self Service Focus Group Customers Deploying


Multi-Select Feature - NEW


Day 1 OnBoarding

• Employee View – PI-23

• Manager View – PI - 24

• Admin View

Off Boarding

• Employee Activities

• Manager Activities

• Interested Party Activities

Pre-Boarding

• Activities prior to day 1

• Work with PeopleSoft Recruiting

Trans Boarding

• Internal movement

• Department to Department

• Company to Company


Day One Boarding


Onboarding Status Page


•View summary of EE’s progress •Send reminder to EE to complete



Self Service

Core HR

Time & Labor

Recruiting


1

2

3


4

5


Core HR Legislative Updates

• EEO-1 Reporting Change -https://www.eeoc.gov/eeoc/newsroom/release/9-29-16.cfm

– EEOC will collect summary employee pay data – ON HOLD

– EEOC will collect hours worked – ON HOLD

– EEOC start collecting March, 31 2018

• OSHA Reporting Change - https://www.osha.gov/Publications/OSHA3862.pdf

– Employers required to submit 300, 300A and 301 electronically

– Effective July December 2017

– In Development phase (posting TBD)

• Updated 2017 Form I-9 https://www.uscis.gov/i-9

– USCIS updated Form I-9

– USCIS posted changes on July 17, 2017

– Effective September 17, 2017


https://www.eeoc.gov/eeoc/newsroom/release/9-29-16.cfm





https://www.osha.gov/Publications/OSHA3862.pdf

https://www.osha.gov/Publications/OSHA3862.pdf

https://www.uscis.gov/i-9





Self Service

Core HR

Time & Labor

Recruiting


1

2

3


4

5


Fluid Manager Self Service Pages

40 Restricted to event use only.


Manager Self Service – Report Time

41 Restricted to event use only.


Mobile Overtime Request Approvals Approve requests to work overtime



Bulk Auto Enrollment


Enroll a group of time reporters for a specific day



Self Service

Core HR

Time & Labor

Recruiting


1

2

3


4

5


Applicant Diversity Overview Diversity By Application

Diversity Analytics for Recruiting Administrators


Recruiting Nav Collection



LinkedIn Integration



Self Service

Core HR

Time & Labor

Recruiting


1

2

3


4

5


Payroll for North America (ePay)


Employee Self Service Fluid Direct Deposit Pages


• Enhance the Dependent Beneficiary process using Fluid

• Allow “Legal Entities” as Beneficiary

– Trusts

– Estate

– Non-Profit (Organizations)

Benefits Fluid Dependent Beneficiary



• Redesign Open Enrollment using Fluid

• Modernize the User Experience

• Configurability for context

• Analytics

• Related Content

Benefits Fluid Open Enrollment



PeopleSoft HR Today is…

52

Flexible, Easy to Deploy and Maintain

Powerful Self Service

Simple and Easy to Use

Robust HR Functionality



Questions and Answers

Oracle Confidential – Event Use Only 53

[email protected]


Fluid HCM Attachments Framework

• HR Attachment framework enhanced to support Fluid pages

• Attachments, notes and links can be configured for Fluid transactions


Employee Self Service - Attachments

• Address Change

• Name Change

• Banking Info Change


Fluid Candidate Gateway • FCG Continual Enhancements • LinkedIn Integration • eSignature • Applicant Status Enhancement • Candidate Screening – Preferences

Talent Acquisition Manager • Control Access to Applicant Data

• Prepare for Hire Enhancements

• Navigation Collection for Hiring Mgrs

• Fluid Homepage for Recruiters

• Delete Applicant Process

Recruiting Solutions 2017/2018 Roadmap

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