PeopleSoft HRMS eProfile eBenefits_How a global auto parts retailer got more horsepower by adding eProfile & eBenefits
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PeopleSoft HRMS eProfile eBenefits_How a global auto parts retailer got more horsepower by adding eProfile & eBenefits

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PeopleSoft HRMS eProfile eBenefits_How a global auto parts retailer got more horsepower by adding eProfile & eBenefits PeopleSoft HRMS eProfile eBenefits_How a global auto parts retailer got more horsepower by adding eProfile & eBenefits Presentation Transcript

  • PeopleSoft HRMS Self-Service: How a global auto parts retailer got more horsepower by adding eProfile & eBenefits Presented By: Ajay Stanislause
  • Agenda eProfile Manager Desktop One Pager Customization One Pager walkthrough eBenefits Overview Custom Life Events Open Enrollment Transaction Walkthrough MSS top 5 Challenges eBenefits top 5 Challenges Open Enrollment top 5 challenges Best Practices
    • eProfile
  • PeopleSoft eProfile Manager Desktop
    • View Direct Reports Personal Information
      • Enables managers to view important information about an employee on one page
      • Change Employee Reporting Manager
      • Enables managers to request that their employees report to another manager
      • Change Employee Work Location
      • Enables managers to assign their employees to another location
      • Initiate Employee Retirement Process
      • Enables managers to initiate the employee retirement process
  • PeopleSoft eProfile Manager Desktop (cont)
    • Transfer an Employee
      • Enables managers to request an employee transfer
      • Promotion an Employee
      • Enables managers to request an employee promotion
      • Employee Full-Part Time Status Change
      • Enables managers to change an employee’s status to full/part time
      • Employee Termination
      • Enables managers to initiate the employee termination process
  • eProfile Manager Desktop Links
  • Requirements
    • One page where a Manager can initiate a transaction like Transfer, Promotion, Pay Rate Change etc
    • Based on the Job Action selected, other fields in the following pages should populate dynamically
  • Approach
    • Design a single page for all Job Related Manager transactions – includes Pay Rate Change, Transfer, Promotion/Demotion, Hierarchy Change, Part Time/Full Time , Termination. However, a Manager will be able to choose only one action per transaction.
    • Page/Fields will change dynamically based on the Action chosen.
    • Design a configuration page to capture levels of approval for each transaction
    • Design a workflow to capture all the above transactions individually
    • A Manager will be able to choose from a single page any of the above transactions that (s)h/e wishes to initiate.
    • Work list will be generated to the Approving Manager to approve/deny the transaction that has been initiated by Initiating Manager
  • Process Flow
  • Transaction – Step1(Initiation)
      • Select the Effective date of the Job change and click continue.
      • This page will show manager’s direct reports and manager can select any of the below EE to change the Job Details.
    Transaction – Step2(Employee Selection)
  • Transaction – Step3 (Transfer)
      • Job Change (STEP – 3)
      • A manager will be able to change the details of the selected employee
      • Manager will be able to select any given action from the dropdown
      • Based on the Job Action chosen from the drop down, the fields are dynamically changed and the Manager can enter the new Job Information
      • This page shows the transaction related to transferring an employee to different department and different location
      • Once the Submit button is clicked, then workflow is triggered to the next level manager.
  • Transaction – Step3 (Pay Rate Change)
      • A manager will be able to change the details of the selected employee.
      • Manager will be able to select any given action from the dropdown.
      • Based on the Job Action chosen from the dropdown the fields are dynamically changed and the Manager can enter the new Salary
      • This page shows the transaction related to Pay Rate change of an employee
      • Once the Submit button is clicked, then workflow is triggered to the next level manager.
      • For mass salary changes, the system will list down all Direct reportees of the Manager
  • Transaction – Step3 (Promotion)
      • A manager will be able to change the details of the selected employee
      • Manager will be able to select any given action from the dropdown
      • Based on the Job Action chosen from the dropdown the fields are dynamically changed and the Manager can enter the new Job Information
      • This page shows the transaction related to Promotion of an employee
      • Once the Submit button is clicked, then workflow is triggered to the next level manager
  • Transaction – Step3 (Demotion )
      • A manager will be able to change the details of the selected employee
      • Manager will be able to select any given action from the dropdown.
      • According to the dropdown selection the fields are dynamically changed and the Manager can enter the new Job Information.
      • This page shows the transaction related to Demotion of an employee.
      • Once the Submit button is clicked, then workflow is triggered to the next level manager
  • Transaction – Step3 (FT to PT / PT to FT)
      • A manager will be able to change the details of the selected employee.
      • Manager will be able to select any given action from the dropdown.
      • Based on the Job Action chosen from the dropdown the fields are dynamically changed and the Manager can enter the new Job Information
      • This page shows the transaction related to Status change of an employee
      • Once the Submit button is clicked, then workflow is triggered to the next level manager
  • Transaction - Approval
      • A Manager will be able to click on the particular transaction
      • Clicking on the link takes the Manager to the approval pages, where he will be able to review and approve/deny the transactions
      • O nce a Manager takes action on any transaction from the work list, then that item is removed from the work list after the Manager marks it as Mark Worked
  • Transaction – Status View
      • By clicking on the link the Manager will be taken in to the status view pages where he will be able to see the current status of a particular transaction.
    • eBenefits
  • PeopleSoft eBenefits Features
    • Benefits enrollment
    • Health plan information
    • Insurance information
    • Savings plan information
    • Flexible spending account information
    • Dependent and beneficiary information
    • Life events management
  • eBenefits - Integrations
    • eBenefits integrates with the following PeopleSoft applications:
    Human Resources Payroll for North America Benefits Administration Payroll Interface
  • Benefits Administration Process
  • Custom Life Events PeopleSoft Delivered Custom Life Events
  • eBenefits Open Enrollment
    • Mandatory Open Enrollment
    • Benefits Electronics Consent
    • Benefits Summary of Elections
    • Benefits Confirmation Statements
  • Open Enrollment Steps
    • Build Pay Calendars for Upcoming Year
    • Evaluate Current Plan and rate setup, change as needed for new plan year
    • Evaluate event and eligibility rules, change as needed for new plan year
    • Audit Benefit data and tables
    • Update benefit programs as needed for new plan year
    • Create Open Enrollment definition and Ben admin schedule(s)
    • Determine procedure for event coordination
    • Test, Test and Re-Test
    • Run initial Ben Admin process to determine eligibility and prepare options
    • Enter and Validate elections
    • Run finalize
    • Prepare confirmation Statements
  • Benefits Electronic Consent
  • Benefits Electronic Consent…Contd
  • Open Enrollment Start Page
    • Challenges
  • MSS – Top 5 Challenges
    • Self Service Manager transaction platform
      • One Custom platform to combine all the delivered transactions. Includes approval and different approval levels for different transactions
    • Store Rollout (Phased Implementation)
      • Sequenced Phased migration of the implementation which means that both new and old applications needed to be maintained for some point of time till the rollout is complete
    • Store browser Compatibility Issues
      • Store browsers outside the Peoplesoft recommended browsers for the tools version installed
    • Admin Access for One Pager Job changes
      • Admin access and privileges for all the tasks that can be done on one pager including pushing through approvals
    • Customization to avoid few transactions from happening through the web
      • Customizations to avoid employees from working from home on the work related items
  • eBenefits – Top 5 Challenges
    • Custom Life events
      • Creation of totally new custom life events which are not delivered by PeopleSoft
    • Handling Evidence Of Insurability
      • EOI provided by PS was not the exact way the customer needed. Customizations to the delivered EOI process
    • Data Issues
      • Data issues created because of the previous systems and clean up was a challenge
    • Benefits Certifications
      • Issues with PeopleSoft delivered certifications not flexible with customer needs
    • Retiring the existing system
      • Bringing the data from legacy application was a challenge
  • Annual Enrollment – Top 5 Challenges
    • Handling the existing Open Events
      • Open events handling due to multiple event creation
    • Mandatory Enrollment
      • Mandatory enrollment which made all employees who want benefits to log in
    • Custom Benefits Summary Page using XML Publisher
      • Complex logic needed to be built around this to ensure that the data is correct
    • Benefits Electronic Consent
      • Mandatory before starting the enrollment process
    • Final Confirmation Statements
      • Customizations and need to print this for all the employees made this challenging
    • Best Practices
  • Best Practices
    • 100% Dynamic Security
    • Single sign on with LDAP
    • Centralizing PeopleSoft as single source of truth
    • Usage of Hexaware propriety tools
    • Phase wise rollout
    • Volunteer Testing (UAT)
    • Load Testing / Server capacity Planning
    • Restricted access to work related MSS
    • Thank You