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Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better
 

Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better

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Presentation by SmartERP, as delivered at an HCM User Group conference held in Dallas, TX, June 2013. Covers automated onboarding features designed not only to provide efficiencies in the onboarding ...

Presentation by SmartERP, as delivered at an HCM User Group conference held in Dallas, TX, June 2013. Covers automated onboarding features designed not only to provide efficiencies in the onboarding process but enhancements that lead to better retention and employee satisfaction.

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  • Simply stated, the benefits to going paperless are that it• Triples processing capacity (Gartner),• Increases productivity up to 50% (IDC),• Creates immediate access to decision-critical data (which is the realgoal), and• Reduces storage space cost by up to 80%.Compliance considerations: Sarbanes Oxley, HIPAA, SEC, Dept of Homeland Security (I9)
  • According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
  • According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
  • According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
  • Forms completion - automated to increase accuracy, completion rate and reduce time to process (both admin and employee)Mgmt involvement – provisioning, initial activity planning, team introductions; regularly scheduled 1:1 meetings, development planning, performance mgmt, ongoing coaching

Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better Presentation Transcript

  • Doris Wong, CEO, Smart ERPSolutions, Inc.AutomatingPeopleSoft HRProcesses: Its AboutGetting Better NotJust Faster
  • Enter to Win an iPad Mini!Just complete a sessionfeedback formPlain white form
  • Agenda• About SmartERP• Automating HR Business Processes andBusiness Value• Getting Better Use Case: AutomatedEmployee Onboarding– Demo• Getting Better Use Case: AutomatedPersonnel Actions• Q & A
  • About Smart ERP Solutions
  • • Pre-built, packaged,proven solutions• Highly configurable –tailor to YOUR needs• Customer drivenrequirements• Affordable• Integrated withexisting PS apps• Architected as add-on solutions• Avoid customizations• Low-cost• Minimal risk• Release independent– no upgraderequired• On Premise solution• Rapidimplementation• Deep PeopleSoftknowledge &experience• Unique bestpractices forimplementations &upgrades• PeopleSoft datamodel and existingdata• Current PeopleSoftbusiness rules andprocessing• End-user PeopleSoftskills• Infrastructure andtechnologyExtend Functionality Improve ROI Get Faster Results Leverage ExistingInvestmentHuman CapitalManagementFinancials andSupply ChainCampusSolutionsInnovative Solutions & Services for PeopleSoftCommon – Critical – Complementary
  • Still Using Paper and ManualProcesses?Poor User ExperienceTime Consuming
  • Replace with Electronic Forms and AutomatedBusiness ProcessesStreamlined, online process Online Admin Tools, Status ReportsOnline forms, eSignature Reduced Admin Time & Effort
  • Opportunities for AutomatingHR Business ProcessesOnboarding and OffboardingPersonnel Action Requests• Hire/Rehire• Separation• Job Changes• Interdepartmental Transfers• Retroactive Pay Adjustments• Compensation ChangesAnnual Performance ReviewsOpen EnrollmentCertifications
  • ReduceOperating CostsIncreaseProductivityImprove DataSecurityHigher QualityDataReduce AdminTimeBetter ServiceLevelsEnsureComplianceEnvironmentallySoundValue of Automating AnyHR Business Processes
  • Getting Better & Faster:Onboarding Best Practices& Automation
  • Average 1st YearNew Hire Attrition22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Path to Productivity, Aberdeen Group
  • New HiresOften FeelNew HiresShould Feel
  • Turnover is CostlyRecruiting a Replacement $Compensation Paid to DepartingEmployee$Training (Classroom & On the Job) $Hiring Manager and Work TeamTime$Lost Productivity $Total Cost 50% – 150% ofAnnual Salary
  • What Drives Turnover?Problems withHiring ProcessInadequateCandidate PoolPoor OnboardingPoor Mgr / NewHire RelationshipRole Not asExpectedFailure to Connect & Build Relationships
  • Average 1st Year New HireAttrition22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Path to Productivity, Aberdeen Group
  • 22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Path to Productivity, Aberdeen Group4%**With Onboarding Best Practices1st Year New Hire Attrition
  • Key Onboarding Activities to Automate0% 50% 100%New Hire ClubsFirst Day AssignmentOtherMentor ProgramsBuddy SystemPlan a LunchTeam Building30-60-90 Day Performance…ProvisioningSocializationEmployment Elig VerificationOrientation to Company InfoBenefits EnrollmentMgmt InvolvementForms CompletionAberdeenBersinStrategic Onboarding: Insight & Analysis, Bersin & Associates, March 2010, Aberdeen Onboarding 2010/2011
  • Who to OnboardNewHiresTemporaryEmployees ConsultantsInternalTransfersM&AEmployees
  • Smart OnboardingConfigurableCriteria-basedProcessesAutomatedFormsManagementTaskManagementSocializationToolsAdministrativeSupportDeliveredOnboardingMetricsIntegration withApplicantTrackingSystemDelivered PSHCM Integration
  • One Size Doesn’t Fit AllVary Onboarding Process Based On:•Role or Position or Job•Doctors vs Nurse vs Staff•Executive vs Staff•Location•Culture•FT/PT/Temp Status•New Hire vs. Transfer
  • General High LevelRecruiting Process FlowCreate JobOpeningCollect ApplicantDataManage Applicants• Screen Applicants• Route Applicants• Interview ApplicantsMake Offers Hire ApplicantsOnboardOnboardOnboardFor AnyCriteria
  • Employee OnboardingDemo• The New Hire’s Experience– California Hire – Nathan Executive• Conditional: Executive, USA, CA, At-Will Agreement, California State Form– Vermont Hire –Jared Staff• Conditional: Staff, USA, VT, No At-Will Agreement, Vermont State Form• The Role of the HR Administrator– Visibility to All New Hires– Everify, Background Checks, Wet Signatures– Collaboration and Email Notifications– Consoles and Reporting– The Invitation Process• The Role of Others in the Onboarding Process
  • In Lieu of Demo:Smart Employee OnboardingExample
  • Intuitive, User-FriendlyProcess
  • Integration with ATS - Data
  • Broad TaskManagement SupportCompany Property Company Property
  • Configurable andCriteria Based
  • Automated FormsManagement
  • Online Survey Tools
  • Administrative Support& Analytics
  • Getting Better and Faster:AutomatedPersonnel Action Requests
  • Benefits of AutomatedPersonnel Transactions• Simplified & StreamlinedProcess• Contemporary User Interface• Configurable, Rules-Based• Automated Routing• Online Approval Tracking• Electronic Audit Trail• Automatic Updating of HR• Electronic Records Retention• Low Cost of Ownership• Removes Paper, External Sources& Manual Processes
  • Electronic Request ReplacesExcel File, Paper orOther Request Options
  • Smart Personnel ActionTransactionsElectronic Record Retention and Audit TrailAutomated PeopleSoft Employee & Relevant Data UpdatesElectronic Workflow Approval RoutingOnline HR Personnel RequestPersonnel ActionFormsManager Self-ServiceAny eFormRequirements
  •  Navigate to the ePAR Request Center screen:Main Menu > Workforce Administration > ePAR Center > ePAR Request CenterePAR Functional OverviewExample: Add a ePAR HireconfigurableePAR
  • EXAMPLE: EPAR OVERVIEW
  • EPAR OVERVIEW – CREATE AN EPAR
  • EPAR OVERVIEW – CREATE AN EPAR
  • EPAR OVERVIEW - CREATE AN EPAR
  • EPAR OVERVIEW –SUBMIT FOR WORKFLOW APPROVAL4configurable
  • Questions & AnswersRemember to complete asession feedback form to beentered to win an iPad miniPlain white form
  • Contact Information Doris Wong CEO Smart ERP Solutions, Inc. E-mail: doris.w@smarterp.com Phone: (925) 271-0200