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Leveraging Self-Service Applications to Improve Efficiencies
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Leveraging Self-Service Applications to Improve Efficiencies


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This session will discuss the advantages of pairing self-service portals with critical employee functionality in online benefit enrollment and time and attendance tracking that effectively reduces …

This session will discuss the advantages of pairing self-service portals with critical employee functionality in online benefit enrollment and time and attendance tracking that effectively reduces costs and improves the data quality in HCM solutions. We will discuss and highlight the potential ROI, areas for cost savings and demonstrate the ease of use and integration to packaged HR solutions and legacy systems.

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    • 1. Empowering-Connecting-Integrating
      Leveraging Self-Service Applications to Improve Efficiencies &
      Increase Data Accuracy  
      Empowering Employees – Improving Operations
      Al Burroughs
      Mike DeNezzo
      LBi Software
      August, 2010
    • 2. Agenda
      What is Self-Service
      Economic Conditions
      Assessing Potential Returns
      Getting Started with ESS
      Q & A
    • 3. LBi Software
      Over 20 years Human Capital Management Focus
      Experience with Packaged Software Solutions
      Active Participant in Quest & RUG Events
      Team culture – average tenure is 9 years
      Platform independent
      Process oriented
    • 6. 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
      • 7. Accesses existing data in HCM solutions
    • Basic W-2 Access
    • 8. 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
    • 9. Cost Reduction Through Self Service Strategies
    • 10.
    • 11. Self-Service Apps
      Automate manual processes
      Eliminate paper based systems
      Provide custom information
      • New business functionality
      • 12. Increases convenience
      • 13. Improves data accuracy
    • Benefits of Self-Service
      Extends the reach of the solution to include:
      • More users
      • 14. More functionality
      Reduces costs
      Fast delivery
      Reduces complexity
      Adds business flexibility
      Increases user adoption
    • 15. 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% of companies change benefit offerings
      Only 20% select new benefit options
      Drive employees to better fit on plans
    • 16. 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
    • 17. Wiki Technology in Business
      Wiki slide
    • 18. Self-Service Expectations
      Used to be nice-to-have
      Familiar concept:
      Online Banking
      Online Shopping
      Self Service payback
      Employee satisfaction/retention
      Searchable knowledge bases
      Reduction in costs
    • 19. Employee Self-Service
      Browser Based access via
      Integrated to HR
      Personal Information
      Time & Attendance
    • 20. Payroll
      View Paycheck
      View W2
      W4 Election
      Tax Implications
      What-If Capabilities
      Retirement modeling
      W2 modeling
      Take home pay impact
    • 21. Basic W-2 Access
    • 22. Expanded Access
    • 23. Expanded Access
    • 24. Benefits Access
      New Employee Enrollment
      Existing Employee Maintenance
      Up to Date Summaries
      Health and Welfare
      401K Review
      Link to Provider Site
    • 25. Benefits Access
    • 26. Contact Information
      Personal Data
      Name & Address
      Corporate Announcements/Links
      Emergency contacts
    • 27. Time & Attendance
      Track PTO
      Sick Days
      Jury Duty
      Personal Days
      Manage Time Sheets
      Submit Time Sheets
    • 28. Time Card Management
    • 29. Methods of Integration
      Leverage PeopleSoft APIs and Web Services
      Leverage Vendor Software as a Service (SaaS)
      Direct Data Integration
    • 30. 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
      Application Messaging Class
      Business Interlink Class
      File Class
      Internet Script Class (iScript)
      Java Class
    • 31. Employee Advantages
      I can access my data:
      when I have the time
      When I have the need
      Access Payroll Information
      Earnings & Tax History
      Extremely Convenient
      Time savings
    • 32. 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
    • 33. Company Advantages
      Automate costly processes online
      Reduce dependencies on paper forms
      Improved data accuracy
      Increase Efficiencies
      Improve Employee Satisfaction
      More control
      Better service
    • 34. How to get Started
      “only 30% of all Enterprise Software features are implemented by Users.” Oracle presentation at Philadelphia RUG conference
      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
    • 35. Our Suggestions
      Understanding and Documenting the Business Problem and Potential ROI
      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
    • 36. LBi Bolt-on Solutions
      For more information:
    • 37. Questions
    • 38. Thank You!
      Al Burroughs
      Mike DeNezzo
      For more information: