Leveraging Employee Self Service

Leveraging Self-Service Applications to Improve Efficiencies & Increase Data Accuracy Empowering Employees – Improving Operations Al Burroughs Mike DeNezzo Richard Teed LBi Software July 21, 2010

Agenda
Introductions
What is Self-Service
Economic Conditions
Assessing Potential Returns
Advantages
Getting Started with ESS
Q & A

LBi Software
Over 20 years Human Capital Management Focus
Experience with Packaged Software Solutions
Oracle
PeopleSoft
JD Edwards
Active Participant in Quest & RUG Events
Team culture – average tenure is 9 years
Platform independent
Process oriented

What is a Self-Service Application
An application that:
Allows the end-user (employee) to perform certain functions themselves:
Changes to direct deposit
Updates to tax forms
Expands on an existing HR solutions
Accesses existing data in HCM solutions

Basic W-2 Access

Current Economic Conditions
Current Business Directions
Navigate current economy
Still a recession?
Turning around?
Prepare for economic turn around
Reduce costs
Retain key talent
Employer Concerns: “ Employers are still struggling to find that magic formula for controlling costs” *From Deloitte’s Benefits Reward Survey

Cost Reduction Through Self Service Strategies

Self-Service Apps
Automate manual processes
Eliminate paper based systems
Provide custom information
Adds:
New business functionality
Increases convenience
Improves data accuracy

Benefits of Self-Service
Extends the reach of the solution to include:
More users
More functionality
Reduces costs
Fast delivery
Reduces complexity
Adds business flexibility
Increases user adoption

Web Based Self-Service
Potential for greatest ROI
Reduces calls/visits to HR
Questions answered online
Costs up to 40% less than a call or visit
Better communications
Less confusion, fewer questions
Better decisions
80%
Only 20% select new benefit options
Drive employees to better fit on plans

Chrysler Digital Owner Manuals
Starting in 2010
DVD based owners manuals
Eliminates 930 tons of paper
Saves 20,000 trees
Copies available online
Adds new Video features
tours
Tutorials

Wiki Technology in Business
Wiki slide

Self-Service Expectations
Used to be nice-to-have
Familiar concept:
Online Banking
Online Shopping
Amazon.com
Tirerack.com
Self Service payback
Employee satisfaction/retention
Searchable knowledge bases
Reduction in costs

Employee Self-Service
Browser Based access via
Intranet
Internet
Integrated to HR
Payroll
Benefits
Personal Information
Time & Attendance

Payroll
View Paycheck
View W2
W4 Election
Tax Implications
What-If Capabilities
Retirement modeling
W2 modeling
Take home pay impact

Basic W-2 Access

Expanded Access

Benefits Access
New Employee Enrollment
Existing Employee Maintenance
Review
Update
Up to Date Summaries
Health and Welfare
401K Review
Link to Provider Site

Benefits Access

Contact Information
Personal Data
Name & Address
Corporate Announcements/Links
Beneficiaries
Emergency contacts

Time & Attendance
Track PTO
Vacation
Sick Days
Jury Duty
Personal Days
Manage Time Sheets
Submit Time Sheets

Time Card Management

Methods of Integration
Leverage PeopleSoft APIs and Web Services
Leverage Vendor Software as a Service (SaaS)
Direct Data Integration

PeopleSoft APIs
Leverage PeopleTools:
Component Interface
Integration Broker
Integration Tools and Utilities
MultiChannel Framework
Internet technology
EDI Manager
Forms Routing
Open Query ODBC Driver and API
PeopleCode:
Application Messaging Class
Business Interlink Class
File Class
Internet Script Class (iScript)
Java Class

Employee Advantages
I can access my data:
when I have the time
When I have the need
Access Payroll Information
Earnings & Tax History
Withholdings
Extremely Convenient
Time savings

Employee Advantages
Enroll in employee programs
Benefits and Training
Access and submit/approve timecards
View accrued vacation time
Submit Time-off Requests for Manager's Approval

Company Advantages
Automate costly processes online
Reduce dependencies on paper forms
Improved data accuracy
Increase Efficiencies
Improve Employee Satisfaction
More control
Better service

How to get Started
LBI Discovery Process for HCM
Designed to uncover and document the business challenges and potential returns in the upgrading of old processes and/or the building of new Self-Service solutions. It will assist you in documenting the:
Business requirements
Impacted business functions
Suspected business problems
Potential ROI
Project justifications
“ only 30% of all Enterprise Software features are implemented by Users.” Oracle presentation at Philadelphia RUG conference

Our Suggestions
How is the Discovery Process Accomplished:
Jointly defining business requirements
Completely documenting project justifications
Fully assessing project costs & savings
Outcome of the Discovery Process Service:
recommend a design and document a templated solution that meets the customer requirements
Understanding and Documenting the Business Problem and Potential ROI

Questions

Thank You!
Al Burroughs
Mike DeNezzo
Richard Teed
For more information:
www.LBisoftware.com

Leveraging Employee Self Service

by LBi Software on Jul 28, 2010

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Leveraging Employee Self Service — Presentation Transcript