Improve Employee Self Service With Bolt On Applications


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Presentation of LBi Bolt on applications for Enterprise HCM Applications (e.g. PeopleSoft, JDE)
Given at Quest Northeast 2009 Conference

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Improve Employee Self Service With Bolt On Applications

  1. 1. PeopleSoft Enterprise 63490 Using Bolt-on Applications To Improve Employee Self Service And Employee Satisfaction Empowering-Connecting-Integrating Gary Reuter Mike DeNezzo Scott Tiedemann LBi Software Engineering
  2. 2. Agenda <ul><li>Employer Concerns </li></ul><ul><li>Self Service </li></ul><ul><li>Bolt-on Applications </li></ul><ul><li>How to Integrate Bolt-ons </li></ul><ul><li>Examples </li></ul><ul><li>Q & A </li></ul>
  3. 3. Employer Concerns <ul><li>From a recent Deloitte Benefits Reward Survey </li></ul><ul><li>“ Employers are still struggling to find that magic formula for controlling costs while retaining and motivating their employees” </li></ul><ul><li>Retain talent through use of corporate Self Service applications </li></ul>
  4. 4. No. 1 Employer Concern: Talent Shortage All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey
  5. 5. Self Service Strategies All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey
  6. 6. Retaining Talent <ul><li>Retain employees by improving Self Service on your benefit rewards programs: </li></ul><ul><ul><li>Compensation/Payroll </li></ul></ul><ul><ul><li>Benefits enrollment </li></ul></ul><ul><ul><li>Help desk </li></ul></ul><ul><ul><li>Attendance/Vacation scheduling </li></ul></ul><ul><ul><li>Development and Career Opportunities </li></ul></ul>
  7. 7. Self Service Expectations <ul><li>Used to be nice-to-have </li></ul><ul><li>Today it is required </li></ul><ul><ul><li>Banking </li></ul></ul><ul><ul><li>Shopping </li></ul></ul><ul><li>Self Service payback </li></ul><ul><ul><li>Employee satisfaction/retention </li></ul></ul><ul><ul><li>Searchable knowledge bases </li></ul></ul><ul><ul><li>Reduction in costs </li></ul></ul>
  8. 8. Leverage Your Investment <ul><li>Don’t build entirely new applications </li></ul><ul><li>Provide custom: </li></ul><ul><ul><li>Analytics and/or scorecards </li></ul></ul><ul><ul><li>Performance tracking </li></ul></ul><ul><ul><li>Decision support processes </li></ul></ul><ul><ul><li>Information for a special group within your organization </li></ul></ul><ul><li>Custom portals </li></ul><ul><li>Internet </li></ul>
  9. 9. Self Service Options <ul><li>PeopleSoft Portal </li></ul><ul><li>PeopleSoft e-Apps </li></ul><ul><li>Bolt-on Applications </li></ul><ul><li>Mixtures – “Best of Breed” </li></ul>
  10. 10. Improve Employee Self Service <ul><li>PeopleSoft Basic Portal </li></ul><ul><ul><li>Comes with PeopleTools </li></ul></ul><ul><ul><li>Limited to licensed PS applications within product line </li></ul></ul><ul><li>PeopleSoft Enterprise Portal </li></ul><ul><ul><li>Designed to be used as a general purpose portal solution </li></ul></ul><ul><ul><li>Needed to register additional non-PS content </li></ul></ul>
  11. 11. Improve Employee Self Service <ul><li>PeopleSoft e-Apps </li></ul><ul><ul><li>eBenefits - eCompensation </li></ul></ul><ul><ul><li>eDevelopment - eEquity </li></ul></ul><ul><ul><li>ePay - ePerformance </li></ul></ul><ul><ul><li>eProfile - eRecruit </li></ul></ul>
  12. 12. What is a Bolt-On Application? <ul><li>Custom Application </li></ul><ul><li>Replaces, expands on, or modifies PeopleSoft functionality </li></ul><ul><li>Uses PeopleSoft data </li></ul>
  13. 13. Reasons for a Bolt-On Application <ul><li>New Business Functionality </li></ul><ul><li>Custom Information </li></ul><ul><li>Security Reasons </li></ul>
  14. 14. Types of Bolt-on Applications <ul><li>PS Tools Integrated </li></ul><ul><ul><li>navigation </li></ul></ul><ul><ul><li>pages </li></ul></ul><ul><ul><li>records </li></ul></ul><ul><li>External, utilizing PS technology to access data </li></ul><ul><li>External, accessing PS data directly </li></ul>
  15. 15. Benefits of Bolt-ons <ul><li>Increases User Adoption </li></ul><ul><li>Reduces Costs </li></ul><ul><li>Fast Delivery </li></ul><ul><li>Reduces Complexity </li></ul><ul><li>Business Flexibility </li></ul>
  16. 16. Methods of Integration <ul><li>Leverage PeopleSoft APIs and Web Services </li></ul><ul><li>Leverage Vendor Software as a Service (SaaS) </li></ul><ul><li>Direct Data Integration </li></ul>
  17. 17. Integrating Bolt-ons: PS APIs <ul><li>Leverage PeopleTools: </li></ul><ul><ul><li>Component Interface </li></ul></ul><ul><ul><li>Integration Broker </li></ul></ul><ul><ul><li>Integration Tools and Utilities </li></ul></ul><ul><ul><li>MultiChannel Framework </li></ul></ul><ul><ul><li>Internet technology </li></ul></ul><ul><ul><li>EDI Manager </li></ul></ul><ul><ul><li>Forms Routing </li></ul></ul><ul><ul><li>Open Query ODBC Driver and API </li></ul></ul><ul><ul><li>PeopleCode: </li></ul></ul><ul><ul><ul><li>Application Messaging Class </li></ul></ul></ul><ul><ul><ul><li>Business Interlink Class </li></ul></ul></ul><ul><ul><ul><li>File Class </li></ul></ul></ul><ul><ul><ul><li>Internet Script Class (iScript) </li></ul></ul></ul><ul><ul><ul><li>Java Class </li></ul></ul></ul>
  18. 18. Integrating Bolt-ons: SaaS <ul><li>Leverage Software as a Service (SaaS) </li></ul><ul><ul><li>SaaS may include everything from customizations to installation </li></ul></ul><ul><ul><li>Scalable costs </li></ul></ul>
  19. 19. Integrating Bolt-ons: Direct Data <ul><li>Integrate data directly using SQL and/or data extracts </li></ul><ul><li>JAVA/SQRs/COBOL/SQL </li></ul>
  20. 20. Expectations for Self Service <ul><li>Automate manual functions </li></ul><ul><li>Build new transaction processing </li></ul><ul><li>Build decision support – knowledge bases </li></ul>
  21. 21. Example 1: CaseManager <ul><li>Improves Help Desk Support </li></ul><ul><li>Tracks calls and issues to resolution </li></ul><ul><li>Streamlines workflow </li></ul><ul><li>Provides resolution tracking and management </li></ul>
  22. 22. Example 1: CaseManager <ul><li>Automatic assignment and escalation of cases </li></ul><ul><li>E-mail integration – notifications and reminders </li></ul><ul><li>Employee entry of cases and case history view </li></ul><ul><li>CTI Support </li></ul>
  23. 23. Example 1: CaseManager <ul><li>Builds Knowledge Base </li></ul><ul><ul><li>Can build on the fly </li></ul></ul><ul><li>Stepping stone for creating FAQs </li></ul><ul><li>Road to Employee Self Service </li></ul>
  24. 24. Example 1: CaseManager <ul><li>PeopleSoft, SAP, Oracle, JD Edwards integration </li></ul><ul><li>Metrics to identify the reasons for calls, duration, resolution time, CSR effectiveness, training issues, etc </li></ul><ul><li>Certified by SUN </li></ul><ul><li>MySQL Enterprise Certified program </li></ul>
  25. 25. Example 1: CaseManager <ul><li>CaseManager Demo! </li></ul>
  26. 26. Example 2: At-Trac <ul><li>Allows paperless entry of “time off” requests (vacation, sick, personal) </li></ul><ul><li>Seamless import of information from HR applications </li></ul><ul><ul><li>prevents unnecessary data entry </li></ul></ul><ul><li>Highly dynamic user interface </li></ul><ul><ul><li>allows end-users to enter company specific time off and accrual rules that prevent unnecessary programmer modifications </li></ul></ul><ul><li>Wide range of reporting capabilities including </li></ul><ul><ul><li>absence tracking by individual/department </li></ul></ul><ul><ul><li>G/L liability </li></ul></ul>
  27. 27. Example 2: At-Trac <ul><li>Approvals/rejections with automatic notifications generated to employee and manager </li></ul><ul><li>Daily, monthly and annual calendar views allow managers to </li></ul><ul><ul><li>track accrued time off balances per individual and/or department </li></ul></ul><ul><ul><li>detect excessive absences or repeating patterns </li></ul></ul>
  28. 28. Example 2: At-Trac <ul><li>Break for Demo of At-Trac! </li></ul>
  29. 29. Example 3: HR Portal <ul><li>Personal Data Review </li></ul><ul><li>W-4 Modeling </li></ul><ul><li>Employee Stock Purchase </li></ul><ul><li>401(k) Administration </li></ul><ul><li>Life Insurance Elections </li></ul><ul><li>Personal Data Modifications </li></ul>
  30. 30. Example 3: HR Portal <ul><li>“Cafeteria-style&quot; Health Benefits </li></ul><ul><li>Travel Reimbursement Benefits </li></ul><ul><li>Pension & Retirement Benefits </li></ul><ul><li>Links to Third Party Providers </li></ul><ul><li>Direct Deposit Elections & Modifications </li></ul><ul><li>Attendance - Submit Hours and Vacation </li></ul>
  31. 31. Example 3: HR Portal <ul><li>HR Portal Demo! </li></ul>
  32. 32. Example 4: Benefit Enrollment <ul><li>Health and Welfare benefit enrollment process </li></ul><ul><ul><li>Browser based </li></ul></ul><ul><ul><li>Integrated with HCM </li></ul></ul><ul><ul><li>Contain health care costs with powerful decision support tools </li></ul></ul>
  33. 33. Example 4: Benefit Enrollment <ul><li>Benefit Enrollment Demo! </li></ul>
  34. 34. Example 5: Management Workflow <ul><li>Position Workflow Application </li></ul><ul><li>Manages daily workflow of promotions and salary increases </li></ul><ul><ul><li>Browser based </li></ul></ul><ul><ul><li>Integrated with HCM </li></ul></ul><ul><ul><li>Developed with .Net </li></ul></ul>
  35. 35. Example 5: Management Workflow <ul><li>Management Workflow Demo! </li></ul>
  36. 36. Example 6: External to PeopleSoft <ul><li>Wireless Solutions </li></ul><ul><ul><li>Help Desk on the road </li></ul></ul><ul><ul><li>Vacation tracking in the field </li></ul></ul>
  37. 37. Questions <ul><li>Kindly identify yourself and your company </li></ul>
  38. 38. Thank You! <ul><li>Gary Reuter </li></ul><ul><li>LBi Software Engineering </li></ul><ul><li>For more information go to or </li></ul><ul><li>visit us at booth #316 </li></ul>