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 Onb...
About Smart ERP Solutions
• Pre-built, packaged,proven solutions• Highly configurable –tailor to YOUR needs• Customer drivenrequirements• Affordable...
Still Using Paper and ManualProcesses?Poor User ExperienceTime Consuming
Replace with Electronic Forms and AutomatedBusiness ProcessesStreamlined, online process Online Admin Tools, Status Report...
Opportunities for AutomatingHR Business ProcessesOnboarding and OffboardingPersonnel Action Requests• Hire/Rehire• Separat...
ReduceOperating CostsIncreaseProductivityImprove DataSecurityHigher QualityDataReduce AdminTimeBetter ServiceLevelsEnsureC...
Getting Better & Faster:Onboarding Best Practices& Automation
Average 1st YearNew Hire Attrition22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Pa...
New HiresOften FeelNew HiresShould Feel
Turnover is CostlyRecruiting a Replacement $Compensation Paid to DepartingEmployee$Training (Classroom & On the Job) $Hiri...
What Drives Turnover?Problems withHiring ProcessInadequateCandidate PoolPoor OnboardingPoor Mgr / NewHire RelationshipRole...
Average 1st Year New HireAttrition22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Pa...
22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Path to Productivity, Aberdeen Group...
Key Onboarding Activities to Automate0% 50% 100%New Hire ClubsFirst Day AssignmentOtherMentor ProgramsBuddy SystemPlan a L...
Who to OnboardNewHiresTemporaryEmployees ConsultantsInternalTransfersM&AEmployees
Smart OnboardingConfigurableCriteria-basedProcessesAutomatedFormsManagementTaskManagementSocializationToolsAdministrativeS...
One Size Doesn’t Fit AllVary Onboarding Process Based On:•Role or Position or Job•Doctors vs Nurse vs Staff•Executive vs S...
General High LevelRecruiting Process FlowCreate JobOpeningCollect ApplicantDataManage Applicants• Screen Applicants• Route...
Employee OnboardingDemo• The New Hire’s Experience– California Hire – Nathan Executive• Conditional: Executive, USA, CA, A...
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, R...
Electronic Request ReplacesExcel File, Paper orOther Request Options
Smart Personnel ActionTransactionsElectronic Record Retention and Audit TrailAutomated PeopleSoft Employee & Relevant Data...
 Navigate to the ePAR Request Center screen:Main Menu > Workforce Administration > ePAR Center > ePAR Request CenterePAR ...
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
Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better
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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 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

    1. 1. Doris Wong, CEO, Smart ERPSolutions, Inc.AutomatingPeopleSoft HRProcesses: Its AboutGetting Better NotJust Faster
    2. 2. Enter to Win an iPad Mini!Just complete a sessionfeedback formPlain white form
    3. 3. Agenda• About SmartERP• Automating HR Business Processes andBusiness Value• Getting Better Use Case: AutomatedEmployee Onboarding– Demo• Getting Better Use Case: AutomatedPersonnel Actions• Q & A
    4. 4. About Smart ERP Solutions
    5. 5. • 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
    6. 6. Still Using Paper and ManualProcesses?Poor User ExperienceTime Consuming
    7. 7. Replace with Electronic Forms and AutomatedBusiness ProcessesStreamlined, online process Online Admin Tools, Status ReportsOnline forms, eSignature Reduced Admin Time & Effort
    8. 8. Opportunities for AutomatingHR Business ProcessesOnboarding and OffboardingPersonnel Action Requests• Hire/Rehire• Separation• Job Changes• Interdepartmental Transfers• Retroactive Pay Adjustments• Compensation ChangesAnnual Performance ReviewsOpen EnrollmentCertifications
    9. 9. ReduceOperating CostsIncreaseProductivityImprove DataSecurityHigher QualityDataReduce AdminTimeBetter ServiceLevelsEnsureComplianceEnvironmentallySoundValue of Automating AnyHR Business Processes
    10. 10. Getting Better & Faster:Onboarding Best Practices& Automation
    11. 11. Average 1st YearNew Hire Attrition22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Path to Productivity, Aberdeen Group
    12. 12. New HiresOften FeelNew HiresShould Feel
    13. 13. 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
    14. 14. What Drives Turnover?Problems withHiring ProcessInadequateCandidate PoolPoor OnboardingPoor Mgr / NewHire RelationshipRole Not asExpectedFailure to Connect & Build Relationships
    15. 15. Average 1st Year New HireAttrition22.7%PwC Saratoga 2011/2012 US Human Capital Effectiveness ReportOnboarding 2011, The Path to Productivity, Aberdeen Group
    16. 16. 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
    17. 17. 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
    18. 18. Who to OnboardNewHiresTemporaryEmployees ConsultantsInternalTransfersM&AEmployees
    19. 19. Smart OnboardingConfigurableCriteria-basedProcessesAutomatedFormsManagementTaskManagementSocializationToolsAdministrativeSupportDeliveredOnboardingMetricsIntegration withApplicantTrackingSystemDelivered PSHCM Integration
    20. 20. 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
    21. 21. General High LevelRecruiting Process FlowCreate JobOpeningCollect ApplicantDataManage Applicants• Screen Applicants• Route Applicants• Interview ApplicantsMake Offers Hire ApplicantsOnboardOnboardOnboardFor AnyCriteria
    22. 22. 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
    23. 23. In Lieu of Demo:Smart Employee OnboardingExample
    24. 24. Intuitive, User-FriendlyProcess
    25. 25. Integration with ATS - Data
    26. 26. Broad TaskManagement SupportCompany Property Company Property
    27. 27. Configurable andCriteria Based
    28. 28. Automated FormsManagement
    29. 29. Online Survey Tools
    30. 30. Administrative Support& Analytics
    31. 31. Getting Better and Faster:AutomatedPersonnel Action Requests
    32. 32. 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
    33. 33. Electronic Request ReplacesExcel File, Paper orOther Request Options
    34. 34. Smart Personnel ActionTransactionsElectronic Record Retention and Audit TrailAutomated PeopleSoft Employee & Relevant Data UpdatesElectronic Workflow Approval RoutingOnline HR Personnel RequestPersonnel ActionFormsManager Self-ServiceAny eFormRequirements
    35. 35.  Navigate to the ePAR Request Center screen:Main Menu > Workforce Administration > ePAR Center > ePAR Request CenterePAR Functional OverviewExample: Add a ePAR HireconfigurableePAR
    36. 36. EXAMPLE: EPAR OVERVIEW
    37. 37. EPAR OVERVIEW – CREATE AN EPAR
    38. 38. EPAR OVERVIEW – CREATE AN EPAR
    39. 39. EPAR OVERVIEW - CREATE AN EPAR
    40. 40. EPAR OVERVIEW –SUBMIT FOR WORKFLOW APPROVAL4configurable
    41. 41. Questions & AnswersRemember to complete asession feedback form to beentered to win an iPad miniPlain white form
    42. 42. Contact Information Doris Wong CEO Smart ERP Solutions, Inc. E-mail: doris.w@smarterp.com Phone: (925) 271-0200

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