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  1. 1. Jacqueline Samples Jacqueline Samples 3125 Vineyard Ave., Tyler, TX 75701 903-595-1918 Home 903-830-5176 Mobile Objective Obtain a Peoplesoft project in the role of a Functional/Technical Consultant for an implementation, upgrade or for production support Highlights Applications Experience Summary 13 plus years progressive Peoplesoft experience and responsibility Five full life cycle implementations and two upgrades Peoplesoft HRMS/HCM Versions 4.0, 6.0, 7.5, 8.0, 8.3, & 8.8, Benefits Administration, Payroll, Time and Labor, & ePay & 8.9 Base Benefits, eApplications Two full life cycle implementations, 1 Upgrade, and Support Peoplesoft Financials Versions 6.0 , General Ledger, Accounts Payable, Purchasing, Supply Chain Management – 8.8, & 8.9 Inventory, Cost Management, and Asset Management Two full life cycle implementation Peoplesoft EPM Modules Budgeting, Financials Peoplesoft Version 8.8, 8.9 Enterprise Scorecard, Informatica, BAM Logic, Ascential One full life cycle implementation HR/PR Department processing Advanced Report Smith skills (query) ADP- EV2 & EV3 Year-End Processing MAS 90 JD Edwards Word Visio MSA Cyborg Excel Project Kronos Test Director Access Microsoft Powerpoint PeopleTools, Application Designer, SQR, SQL +, Query Analyzer, Enterprise Manager, Change Assistant, Toad, PS Query, Crystal Reporting, nVision, Component Interface, Text Pad, Ultraedit, UNIX, Ascential: DataStage Designer, DataStage Director, DataStage Technical Software Tools Manager, & Data Mover Permanent August 2005 – Present Experience The University of Texas Health Center at Tyler Tyler, TX System Analyst IV / Lead Functional & Technical Peoplesoft Financials 8.9  Setup & Configured multiple business units and associating general ledgers  Configured combo-edits across GL, AP, & SCM  Lead efforts for clean-up on purchase orders / requisition reconciliation processes which stemmed from conversion data issues  Primary Resource to provide production support to all end-users and all levels  Reimplementated the Inventory module o Configured inventory business unit setup pages o Configured cost accounting setup pages o Imported new inventory items (various departments) via the component interface tool into the PS inventory item tables / master item
  2. 2. Jacqueline Samples o Spearheaded testing efforts for both system and end-user  Documented & executed transfer of knowledge on various PS Financials processes o Purchase Order/Requisition Reconciliation o Commitment Control – budget check across modules o Inventory o Cost Management o EPM Planning & Budgeting – Line Item  Wrote custom program (sqr) to import accounts payable vouchers into ps_voucher o This technology eliminated end-user data entry as well as any errors that generated as a result of keying the voucher Lead for EPM Budgeting 8.9  Configured environment variables within Ascential DataStage Administrator to ensure there was integration between Financials, Ascential, and EPM. This step allowed the data to flow between the applications.  Ran ETLs (extract, transform, & load) from beginning to end for the training and production environment; within Ascential through DataStage Director o OWS – Operational Warehouse Staging layer o OWE – Operational Warehouse Enriched layer  Resolved errors that resulted during the etl process through DataStage Designer.  Created & modified tree manager based on current accounting structure and Security in PS Financials  Setup specific primary user security based on the defined roles: approvers, coordinators, and preparers as well as secondary business unit level  Refreshed chartfields that were not visible in My Planning Workspace for the user based on inactive status in PS Financials  Configured Excel to CI spreadsheet tool which used for reporting purposes  Created training manuals for end-users and super users as well as conducted actual training for different audiences all delivered on time while working under stringent timelines.  Responsible for production support To ensure we have seamless processing going forward I was responsible for documenting our processing steps which included: Conceptual step by step business process flow, creating test scripts functional, technical, as well as training manuals for the end-user Independent Consultant Experience June 2005 – Oct. 2005 Anteogroup, Inc. Lead Functional EPM Consultant RFP to Consolidate Financial Reporting Client: State of Georgia Accounting Office Atlanta, GA  Responsible for gathering current processes for financial reporting  Conducted interviews with all business units impacted  Documented and presented final report to key levels of management  Demoed functionality and features of Peoplesoft EPM Financial Data Warehouse to management team  Completed project on time and within budget producing the following deliverables: o Current business process flow o Proposed business process flow o CAFR & ROSA Reporting Technical Process o Fit-Gap for Financial Data Warehouse Solution o Interview Summaries by business unit
  3. 3. Jacqueline Samples April 2004 – June 2005 Anteogroup, Inc. Sr. Functional HRMS Consultant Client: ADP – Automatic Data Processing – Change Request Group Alpharetta, GA Spearheaded the following projects as a functional resource from initiation to completion and delivered on time to the client. Each project went through the full life cycle of requirements gathering, design, creating functional/technical specification, configuration, QA, UAT, & Move to production Positive Pay Mass Job Row Insert Long Term Care (MetLife Interface) Stock Option (Smith Barney Interface) Confirmation Statements General Ledger Labor Distribution (Outbound Interface) 401-K (Fidelity Interface) Check Print Day to day responsibility included the full life cycle implementation methodologies.  Interviewed clients to gather requirements  Created bid estimates for all project iniatives which included a summary of requirements, total hours and cost in scope to complete project.  Created functional specification which included a detailed description of the overall requirements. Also, included table layouts, report mock-ups, panel mock-ups, process flows, and mapping of data where applicable.  Developed and executed test scripts (QA) for all project requirements – logged results manually pass or fail and conducted regression testing where appropriate.  Provided on-call support to end-user where needed for various project iniatives. June 2003 – March 2004 Genesys Technologies Sr. Peoplesoft Functional Financial & Payroll Consultant Lead EPM Budgeting Functional/Technical Consultant Client: General Electric Fort Myers, FL Project Name – Genesis Implementation to Version 8.8 North American Payroll  High volume employee base of 100K for retirees and 400K for actual employees  Resource for UAT – User Acceptance, Parallel, and Regression Testing Which includes extensive testing on the ADP payroll tax files – Periodic, Quarterly, and Annual – Mapping of ADP locality codes with Peoplesoft locality codes?  Responsible for documenting the functional specifications for the Earnings and Payroll Tax teams where there were gaps in their existing process  Responsible for creating process flows to correspond with functional specifications  Responsible for creating and documenting all test scripts and scenarios that correspond with the functional specifications and process flows FINANCIALS –  Reorganization of General Ledger  Conversion of customized Peoplesoft chartfields to the corporate PS G/L  Spearheaded the consolidation of multiple general ledgers clean-up prior to implementation o Mapping of Business Units to corporate G/L o Mapping of G/L’s to corporate G/L o Design & configuration of consolidated chart of accounts to chartfields o Design & configuration of departments to G/L account codes Testing – QA
  4. 4. Jacqueline Samples o Journal entries update accurately to the appropriate accounts o Allocations o Inter-company Processing EPM/Budgeting 8.8 Implementation -  Successfully managed all functional/technical aspects of implementation from fit gap to go live which lead to a successful implementation  Developed Informatica ETL mappings and Data Loader definitions in the Enterprise Warehouse based on the client’s requirements.  Reconfigured multiple Informatica Servers on UNIX instead of the NT environment and took advantage of using aliases for ease of development migration.  Identified possible issues with the BAM Logic Server installation throughout the project and troubleshooted all BAM errors; resolved all outstanding issues to insure a smooth production environment.  Allocation Manager – setup and configured several rules to fulfill custom requirements, including the creation of new metadata definitions to support the custom rules.  Assisted in troubleshooting any functionality gaps with the Budgeting module, working closely with the Technical Lead.  Developed custom Informatica ETL Maps and Data Loader definitions as specified by the requirements of the customer.  Created many deliverables including Technical Project Plan, Customization Effort Level Document, ETL Processes Definition, Enterprise Warehouse Outlined, End-to-End Documentation, and Setting up Source Environments, Setting up a New EPM Environment, End to End Document, Test Scripts, SQL Scripts, Issues and Resolutions Document, Problem Log, Informatica Management Document, Migrating Metadata between Environments, and others.  Developed customizations in PeopleTools as necessary (Views, Indexes, App Engine, etc.)  Created Reconciliation process (SQL scripts, Word Doc, etc.) in order to validate and verify the accuracy of the results.  Identified bottlenecks in the Informatica ETL and Data Loader process and tuned as necessary resulting in an decrease of over 200% processing time.  Performed DBA activities including monitoring lock levels, contention possibilities, conducting explain plans as necessary, etc. September 2002 – January Comcore Consulting Sr. Peoplesoft Functional Benefits & Payroll Consultant Functional/Technical Consultant for Allocation Manager Development Client: Qwest Communications, Inc. Denver, Colorado Project Name – Occupational (hourly) Implementation Version 8.3  High volume Peoplesoft shop with an employee base of 50,000+  Responsible for UAT, Parallel, and Regression Testing Documenting functional test plan scripts within Test Director Executing test scripts through the various cycles and identifying a pass or fail status Configuration and validation of tables specific to the payroll process Validation of employee data through a customize compare process  Provided production payroll support and training to end-users  Responsible for proofing and editing payroll department procedures for accuracy  Resource for Payroll in identifying Peoplesoft delivered functionality versus customizations EPM Financial Warehouse 8.8 Development Effort  Created SQL scripts for Metadata migration effort for over 2000 custom metadata customizations.  Created custom SQL scripts to identify and resolve data discrepancy issues.  Created custom SQL views involving complex calculations with rolling 12 month averages, multiple effective dated rows, and more.  Developed/Constructed, configured, and unit tested allocation rules involving copy/pro rata/spread even method for multiple rules
  5. 5. Jacqueline Samples  Supported and extensive troubleshooting efforts for metadata created for over 800 custom allocation rules. June 2002 – August 2002 J4 Group, Inc. Peoplesoft Lead Functional Payroll Consultant Client: Children’s Hospital Cincinnati, Ohio Project Name: Stabilization Project  Table setup and reconfiguration Job Code reorganization Earnings and Deduction table clean-up  Conducted Payroll end user training for Peoplesoft Version 8.3  Document differences between 7.5 and 8.3 and present to the client delivered functionality in lieu of the existing customizations Completed fitgap analysis for their existing business October 2001 – May 2002 Tricom Technical Services Peoplesoft Lead HRMS Consultant Client: H & R Block World Headquarters, Inc. Kansas City, Missouri Project Name – Implementation & Upgrade V. 8.0  JAD sessions in preparation for Ver. 8.0  Business Requirement Gathering & Documentation  Expert Table Setup / Mapping / Testing  Creation and execution of functional scripts within Test Director  Testing of US Territories 8.0 enhancements  End User Training-going from 7.5 to 8.0  On/off cycle processing  deduction setup with multi-company use  reversal/adjustment processing Benefits Administration  Responsible for defining and setup of eligibility rules (work with client SME to get client specifics) Designated corresponding plan types that coincides with the appropriate benefits program  Validation of triggering events (automated & manual) to ensure accurate functionality Job related Non-job related Passive  Design /Configuration benefit programs at the company level Mapping of plan types to the corresponding benefit programs  Spearheaded - Benefit Confirmation Statements Design & format Created table layout Add/Change key fields based on client requirements Tested data & format of statements Testing of On-Demand Event Maintenance  Design / Configuration of customized event statuses and track how the information is updated on employee partic event row and cross referenced to job record Mapping of Action/Action Reason to Benefit Event Statuses  terminology/functionality changes Post Production Support-for Ver. 8.0 Additional Responsibilities included: Project tracking and documentation via Microsoft Project, Data Conversion/Comparison of data, roll out of multiple offices and multi state (NY, GA, CA, OH, PA, TX, FL, HI, CN etc.) on peoplesoft payroll. Responsible for year-end project on Ver. 8, to include: Periodic, Quarterly, & Annual Tax Reporting mapping, testing and balancing via ADP, W-2/W2-c planning, testing, and production support. Setup and testing of payroll tax files to ensure accurate date is transmitted to ADP
  6. 6. Jacqueline Samples Permanent September 1999-October 2001 Experience Cox Communications, Inc. Atlanta, GA Peoplesoft Sr. Business Analyst – 10/2000-10/2001  Simultaneous project responsibility – Full life cycle: Fit Gap Analysis, requirements gathering, process flow, Testing, and Implementation  Liaison between HR and IT to ensure the departments are n-sync on desired project requirements  Payroll Tax Update Testing responsibility to ensure all updates are applied – Before and After analysis and testing to validate impact to Payroll Department  Super User in report writing and extracting data through the use of Query and Crystal  High familiarity with Peoplesoft table structure, functionality, and setup  Second level Production-Support to HRMS end-users Payroll Supervisor – 9/1999-10/2000  Responsible for the production of 20,000+ employee payroll providing a one stop shop payroll processing service – Initial payroll processed on ADP for Windows by Payroll staff  Ensured accurate setup of new company codes resulting from acquisition mode  Managed the accurate setup of all pay related transactions on ADP for o Deductions - o Tax withholding set ups o Earnings  Provided daily support to staff: Payroll Specialist, Jr. Accountant, & Sr. Accountant by coaching, training, and on the spot question and answers  Spearheaded defining the Peoplesoft business processes and procedures as they related to the success of the Payroll Department during the conversion to Peoplesoft 7.5  Developed and defined balancing processes to ensure accuracy in our payroll data  On going resource to the field on proper use of Peoplesoft and problem resolution  Responsible for the production of Kronos Ensuring department accuracy in transaction punches or reported time On going production support Ensuring timely applications table updates Completion of upgrade  Provided on going analysis and resources to the field to ensure overall compliance with labor, government, and IRS regulations. Equally important is the understanding of payroll and the potential impact to Accounting e.g.: General Ledger and Profit & Loss  Acquisition responsibility-Assess what the new company existing data environment is as far as employee count, payroll software, pay cycles, garnishment counts etc. then document the best approach to role company data into our existing environment payroll
  7. 7. Jacqueline Samples June 1998-August 1999 Bass Hotels and Resorts Atlanta, GA Payroll Manager  Responsible for a 12000+ employee payroll  Managing the one stop shop Payroll Department included coaching 11 team members, payroll processing, payroll billing for decentralized processing, garnishments, international, relocation, payroll taxes, year-end processing, and System Administration  Created balancing spreadsheets at each interface into the payroll to ensure accuracy of the payroll data  Lead and streamlined the month-end closes process, while also approving journal entries before posting. Reviewed all payroll general ledger accounts to ensure dollars were posting accurately. Made sure the receivable was cleared out every month based on the billed payrolls  Full life cycle Peoplesoft Implementation: design, setup of tables, documentation of department procedures, training, and production of live payroll  Responsible for the training and creation of canned queries  Responsible for initial training and on going training as upgrades occurred. To include navigation, payroll processing, and balancing through Peoplesoft HRMS modules. Instrumental in transitioning our department accounting processes to Peoplesoft Financials e.g.: Accounts Payable, & General Ledger  Responsible for bridging the communication gaps between Payroll, Human Resources, and Benefits which ensured accuracy in the processing of data and minimized customer frustration October 1996-June 1998 The Quaker Oats Company Atlanta, GA General Ledger and Payroll Accountant  Plant start up – hourly and salaried 2000+ employee payroll  Processed payroll for weekly and biweekly on an in house payroll time attendance systems. Inputted data into time and attendance system, printing payroll checks via check printing software, balancing the two systems (input and output) and posting payroll journals as well as labor distribution to the G/L  Performed all payroll accruals and reconciliation’s  Key player on the design team for Peoplesoft/Kronos conversion. Setup of Peoplesoft/Kronos tables.  Conducted parallel tests between the existing payroll systems and Peoplesoft/Kronos for six months before going live with Peoplesoft  Responsible for Peoplesoft/Kronos training sessions for the Gatorade-Southeast region. Created training manuals for each plant as reference tools and to ensure consistency across the division April 1994 – September 1996 Mother Frances Home Care Tyler, TX Junior Accountant June 1992-April 1994 Gilbert Medical Group Tustin, CA Assistant to the Controller 1987- Calif. State Univ. of Long Beach Long Beach, CA  Business Administration in Accounting