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PeopleSoft Human Capital Management Roadmap
Feature Packs and 9.2
Antoinette Leuthard
Director APAC, Product Management & Strategy - HCM
Safe Harbor Statement

                     The following is intended to outline our general
                     product direction. It is intended for information
                      purposes only, and may not be incorporated
                       into any contract. It is not a commitment to
                     deliver any material, code, or functionality, and
                           should not be relied upon in making
                         purchasing decision. The development,
                          release, and timing of any features or
                      functionality described for Oracle’s products
                         remains at the sole discretion of Oracle.



© 2010 Oracle Corporation – Proprietary and Confidential                 3
What is the Oracle &
1   PeopleSoft HCM
    Strategy?

    What is Oracle’s
2   recommendation for
    customers?



                           4
What is the PeopleSoft
  HCM Strategy?




                         5   5
PeopleSoft Investment Strategy
 Design Principles




SIMPLICITY           PRODUCTIVITY   LOWER TCO




                                                6
PeopleSoft Investment Strategy
      Deliver Timely Additive Solutions Value That Are Easy To Adopt


           OBJECTIVES                                        STRATEGY
       • Continue Delivery of                            • Add Capabilities to
        Value Add Capabilities                              Current Release
       • Provide Capabilities                          • Annual PeopleTools
          More Frequently                                    Releases
         • Adopt Capabilities                                • ~3 Year Major
           without Upgrading                                   Release Cycle



PeopleTools       8.50   8.51       8.52       8.53   8.54        8.55       8.56




Applications      9.1     Feature    Feature   9.2     Feature     Feature   9.3
                           Pack       Pack              Pack        Pack




                                                                                    7
PeopleSoft Investment Strategy
      Deliver Timely Additive Solutions Value That Are Easy To Adopt



                • Delivery Vehicle of Additive Enhancements

     • Roll-up of Previously Delivered Enhancements and Updates

               • One Feature Pack Planned per Pillar Each Year

  • Delivered via Existing Bundle or Maintenance Pack Mechanism

   • Re-Cut CD and Recertify Upgrades and Integrations at Feature
                                     Pack Completion

PeopleTools        8.50   8.51         8.52       8.53   8.54       8.55       8.56




Applications       9.1     Feature      Feature   9.2     Feature    Feature   9.3
                            Pack         Pack              Pack       Pack




                                                                                      8
PeopleSoft Investment Strategy
           Feature Packs

                          Bundles                                                 Maintenance Pack
         Periodic maintenance postings that include
                                                                              Aggregation of last 2 bundles
              updates, fixes, and security alerts




 Delivery Vehicle                            Bundles   Maintenance Pack       Bundles         Maintenance Pack




Application Release        9.1                                                                    Feature
                                                                                                   Pack




                      Enhancements
          New capabilities that are planned to be
          included in bundles and maintenance                                 Feature Pack
           packs; making them available before                  Roll-up of enhancements and maintenance
             aggregation into a feature pack                       previously delivered via bundles and
                                                                    maintenance packs; re-cut CD and
                                                                recertification of upgrades and integrations




                                                                                                                 9
Based on Customer Feedback
              Customer Engagement for Better Releases

          PeopleSoft HCM Customer Advisory Boards
          •   Purpose: Validate future roadmap choices with the customer community
          •   Two CABs: HCM and Global HCM
          •   Customers from various industries, countries and all sizes
          •   Over 50 customer members




© 2010 Oracle Corporation – Proprietary and Confidential                             10
Human Capital Management - Get Involved!!!
              Global Special Interest Users Groups (SIGs)




     PeopleSoft & JD Edwards                               Oracle E-Business Suite
             • Benefits SIG                                 • Time & Expense SIG
                • ELM SIG                                      • Tutor & UPK SIG     PeopleSoft & Oracle
         • ePerformance SIG                                                           E-Business Suite
            • JDE HCM SIG                                                             • Global HCM SIG
        • Payroll for N.A. SIG                                                          (formerly GPUG)
           • Recruiting SIG
              • Staffing SIG
          • Global HCM SIG                                      PeopleSoft
    • Australia/New Zealand SIG                                 • HCM SIG




© 2010 Oracle Corporation – Proprietary and Confidential                                              11
PeopleSoft HCM Feature Packs and 9.2
              Key Concepts


                                                   Intuitive Usability
                                        • Workcenters and Dashboards
                                          • Web 2.0 User Experience
                                            • Process Re-definition



                               Strengthened Self Service Experience
                                                • Organization Visualization
                                                   • Paycheck Modeling
                                                       • Life Events


                                                                           Comprehensive Capabilities
                                                                           • Expansion of Global functionality
                                                                             • Deepen Product Capabilities
                                                                          • Fusion Application Interoperability


© 2010 Oracle Corporation – Proprietary and Confidential                                                    12
PeopleSoft HCM Feature Packs and 9.2
              Key Concepts


                                                   Intuitive Usability
                                        • Workcenters and Dashboards
                                          • Web 2.0 User Experience
                                            • Process Re-definition



                               Strengthened Self Service Experience
                                                • Organization Visualization
                                                   • Paycheck Modeling
                                                       • Life Events


                                                                           Comprehensive Capabilities
                                                                           • Expansion of Global functionality
                                                                             • Deepen Product Capabilities
                                                                          • Fusion Application Interoperability


© 2010 Oracle Corporation – Proprietary and Confidential                                                    13
Intuitive Usability
 User-friendly, Personalized, Customer-driven


• Clear view of the business process
  – Process wizards, and streamlined navigation
  – Expanded template-based transactions

• Summary information at a glance,
  – Role-based dashboards give users creating focus on high priority tasks
    and improving efficiency
  – Process-focused Workcenters provide a single point of entry, relevant
    alerts and meaningful metrics for major business processes

• Tailored to fit each organization’s unique needs
  – Configuration and personalization options allow user experience to be




                                                                             14
Intuitive Usability
Talent Summary for Managers




                                Employee
                              data summary




                              User-friendly
                               graphical
                                displays




                              Single view of
                                 summary
                                talent data




                                          15
Intuitive Usability
Manager Dashboard                Easy access to alerts and
                                        approvals




               Key employee                Quick links for
              data at a glance            easy navigation
                                                             16
Intuitive Usability
Complete Time Management Tasks with Time & Labor Workcenter



                                                 Configurable “One Stop Shop”
                                                   Role-based Work Center


        Prioritize Work             In Focus
       Queues and Alerts           Transaction




       Access to Reporting
         Capabilities and
            Analytics                                       Embedded
                                                             Analytics




           Links to Key Menu
               Items and
              Transactions                                                      17
Intuitive Usability
              Everything for Learning in a Dashboard in ELM
                                                                         To-Do lists
   Role-based                                      Learning
   Navigation                                       Quick
                                                    Search




                                                                            Browse
                                                                            Pagelets




            Announcements




                                                              Learning Calendar View
© 2010 Oracle Corporation – Proprietary and Confidential                           18
Intuitive Usability
           Recruiting Dashboard for Recruiters, Recruiting Mgrs & Managers

                                                              New candidates for job
                                      Navigation links              openings




                                                                             Recruiter
                                                                              Alerts



                                                                Center pagelets access
                                                               Job 360 and Applicant 360




                                                                              Today’s
                                                                             activities


                                                                             Recruiter
                                                                              Metrics
© 2010 Oracle Corporation – Proprietary and Confidential                                  19
Intuitive Usability
 Improvements for Recruiters, Recruiting Mgrs & Managers



                                           Funnel view shows applicants
                                               in each hiring phase




                                                Available actions based on
                                              candidate’s current disposition

   Action icons reduce clicks
needed to disposition candidates



                                                                            20
Intuitive Usability
              BEFORE – Time & Labor Cumbersome Process with Multiple Pages

                                                               1. Report Time and Apply Rules




                                                 2. Review Exceptions



                                                            3. Review payable time
                                                               “Online Estimates”

                                                                          4. Run Time Administration to
                                                                              generate payable time to
                                                                                  load for payroll




© 2010 Oracle Corporation – Proprietary and Confidential                                             21
Intuitive Usability
             AFTER – Time & Labor Improved User Experience


                                                            Data accessible in ONE STEP
                                                             and viewable on Timesheet
                                                           without navigating to 4 different
                                                                        pages




© 2010 Oracle Corporation – Proprietary and Confidential                                 22
Intuitive Usability
              BEFORE – Candidate Gateway Multiple Page Processing

                                                                          1) Select Job to apply for


                                                                                   2) Attach resume


                                                                                     3) Use scroll bar at right to
                                                                                    begin completing application



      4) Enter Preferences




          5) Enter Qualifications
              and Referrals




           6) Save Application

© 2010 Oracle Corporation – Proprietary and Confidential
                                                           7) Submit Application
                                                                                                                     23
Intuitive Usability
      AFTER – Candidate Gateway Multiple Page Processing

                                                        Configurable
                                                        “Train Stop”
                                                        Process Flow




                                      Nested Process
                                          Steps                              Visual Indicators of
                                                                                  Process
                                                                                Progression




   Consolidation of Multiple
pages in a Single Process Flow



                                                               Intuitive Navigation
                                                                Through Process
                                  Save, Exit, Return
                                 Later for Self-Paced
                                     Processes

                                                                                               24
PeopleSoft HCM Feature Packs and 9.2
              Key Concepts


                                                   Intuitive Usability
                                        • Workcenters and Dashboards
                                          • Web 2.0 User Experience
                                            • Process Re-definition



                               Strengthened Self Service Experience
                                                • Organization Visualization
                                                   • Paycheck Modeling
                                                       • Life Events


                                                                           Comprehensive Capabilities
                                                                           • Expansion of Global functionality
                                                                             • Deepen Product Capabilities
                                                                          • Fusion Application Interoperability


© 2010 Oracle Corporation – Proprietary and Confidential                                                    25
Strengthened Self-Service Experience
 Simple, Efficient, Role-Based

• Reduce administrative costs
  – Streamlined navigation, efficient process flows and direct links to
    related transactions increase productivity by reducing steps required to
    complete tasks
  – Ensure regulatory compliance with standardized processes

• Empower employees
  – Complete transactions without administrative assistance
  – Increase employee satisfaction by reducing required system training
    and providing more control over their experience

• Make informed decisions
  – Provide employees and managers with appropriate references to
    without leaving the current page



                                                                               26
Strengthened Self Service Experience
              Organization Visualization within Core HR

                                                            Quick Search for
                                                              Google-like
                                                                Search



                                         Detailed Profile
                                          Information                          Configurable Hierarchical
                                                                               Relationships by Access
                                                                                        Type

         Navigation Wheel to
       Traverse Organizational
              Structure

                                                                               Actionable Links
                       Configurable
                         Display
                       Information




© 2010 Oracle Corporation – Proprietary and Confidential                                                   27
Strengthened Self Service Experience
      Organization Viewer V2: Matrix Reporting and Much More



                                            Manager View Containing
                                            Secure Information
                   List View




                                                        View Matrix
                                                        Reporting Structures
Additional
Actionable Links




                                                                               28
Strengthened Self Service Experience
    Paycheck Modeling with Payroll North America and ePay




                                                  Easy guided
                                                    process




Employee acknowledged
 terms and agreements




                                                                29
Strengthened Self Service Experience
Paycheck Modeling with Payroll North America and ePay


                      Visually Guided Process




                                                     Graphical Display of
                                                    Paycheck Components




                           Drill into Paycheck
                              Calculations

                                                                            30
Strengthened Self Service Experience
                 Life Events with Benefits Administration and eBenefits




                                                           Employee selects their
                                                             life event change




© 2010 Oracle Corporation – Proprietary and Confidential                            31
Strengthened Self Service Experience
              Life Events with Benefits Administration and eBenefits




                                                                        Text is configurable
                                                                       depending on the event




                                                  New Activity Guides for
                                                complex business processes

© 2010 Oracle Corporation – Proprietary and Confidential                                        32
Embedded Help




© 2010 Oracle Corporation – Proprietary and Confidential   33
Strengthened Self Service Experience
BEFORE - HelpDesk for Human Resources Employee Self Service




                                                              34
Strengthened Self Service Experience
      AFTER - HelpDesk for Human Resources Employee Self Service




 Click to
   Chat
   with
  Agent                                Prominent
                                       SES Search
                                                                   Visibility for
                                                                      Known
                                                                      Issues




Quick Access
 to Employee
      HR
  Information




                                                                               35
PeopleSoft HCM Feature Packs and 9.2
              Key Concepts


                                                   Intuitive Usability
                                        • Workcenters and Dashboards
                                          • Web 2.0 User Experience
                                            • Process Re-definition



                               Strengthened Self Service Experience
                                                • Organization Visualization
                                                   • Paycheck Modeling
                                                       • Life Events


                                                                           Comprehensive Capabilities
                                                                           • Expansion of Global functionality
                                                                             • Deepen Product Capabilities
                                                                          • Fusion Application Interoperability


© 2010 Oracle Corporation – Proprietary and Confidential                                                    36
Comprehensive Capabilities
 Innovative, Configurable, Interconnected

• Streamlined compliant business practices
  – Delivered integrations to support unique global, industry and regulatory
    requirements
  – Flexible configurable business processes to eliminate customizations
    and reduce TCO

• Encourage collaboration and simplify routine tasks
  – Combine the best of desktop and Web 2.0 tools in dashboards,
    workcenters
  – New and updated business transactions to foster increased employee
    engagement

• Adoption of new functionality
  – Delivered interoperability with Fusion applications



                                                                               37
PeopleSoft ELM – SCORM 2004
     Announcement

• ELM 9.1 supports SCORM
                                                                                  IMS Manifest Package

  2004, 4th edition                                                                     (XML)




• Posted and Available July 22,




                                                                         a t
                                                                       at en
  2011




                                                                     ad nt
                                                                   et o
                                                                  M dC
                                                                     a
                                                                  Lo
                                                                                        - Metadata

• Earlier versions of SCORM and                                                         - Sequencing
                                                                                        - Navigation


  AICC are still supported             SCORM Content
                                      Aggregation Model

• All elements of the specification   SCORM Run-Time

  are supported                         Environment
                                                                                                         SCORM-Conformant Content (SCO)

                                                          ELM (LMS)

• Early Adopter Program for the
                                                                               Launch
  SCORM 2004 feature is
  available                                                                              Track




                                                                                                                                      38
Comprehensive Capabilities
              Clairvia Integration with PeopleSoft HR and Time & Labor




                                                                  Human Resources
                                                                • Send Person, Job, and
                                                                 Competency information

                                                                     Time and Labor
                                                                   • Send Reported Time
                                                                    • Send Payable Time
                                                                  • Send Leave Balances
                                                             • Receive Employees’ Optimized
                                                                         Schedule




© 2010 Oracle Corporation – Proprietary and Confidential                                  39
Forms and Approval Builder
          • Business Analyst Configurable Forms with Approvals
          • Available with Common Components 9.1
        Quick and Easy to Create and Deploy
      1. Design the form                                                             2. Add Attachments




                                                                                     4. Publish to the Main Menu


     3. Assign Approvers




40                 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Forms and Approval Builder
     Easy to Use
     1. Enter Details                                                                            2. Read and Upload Attachments




                                                                                                    3. Submit for Approval




     Increases Efficiency

            • Paperless Office                                  • Audit Trail                             • Immediate Availability of
                                                                                                          Approvals

41                      Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Comprehensive Capabilities
              Social Learning with Enterprise Learning Management


                                                  Discussions




                                                 Collaborative
                                                 Workspaces




     Blogs




                                                                  Tagging
                                                                 Tag Clouds
© 2010 Oracle Corporation – Proprietary and Confidential                      42
Comprehensive Capabilities
              Meaningful Total Rewards Statement
                                                           Print-Friendly
                                                               XMLP
                                                            Statement

 Configurable
  Charting                                                                   Data Import
                                                                            from External
                                                                               Sources




© 2010 Oracle Corporation – Proprietary and Confidential                                    43
Comprehensive Capabilities
      Reduce Customizations with Promote to Pay




                                                  Guided Process




    Only Needed
Information Provided



                                                                   Visual Change
                                                                     Indicators




            Reduce Clicks for
          Promotion from 19 to 8
                                                                                   44
Comprehensive Capabilities
Increased Flexibility with Time & Labor




               Configure View By

                                            Configure
                                          remaining time
                                          reporting fields




                                          Configure Timesheet
                                               Information




                                                                45
Comprehensive Capabilities
Desktop Integration with Absence Management




                          Request and track Absence
                            using an intuitive user
                                   interface




                                                      46
Comprehensive Capabilities
        Complete Monitoring Tools with Global Payroll



                                                          360º Payroll
                                                        Monitoring Access




Embedded                                                Payroll Automation
 Analytics                                                using Alerts and
                                                           Notifications



Actionable
    Data
 Analysis
   using
  Related                                                  Data Mining and
  Content                                                      Analysis




                                                                        47
Comprehensive Capabilities
Real-time Dashboards for HR HelpDesk Agent and Manager




                   Embedded
                    Analytics




                                        Switch Vi
                                        What are
                                         the Top
               Switch View              Solutions?
                 By Value




                                                         48
PeopleSoft Roadmap
      …and some content highlights
 PeopleSoft HCM 9.1 Feature Pack
        • Company Directory &
        Actionable Org Charting
• Workforce Scheduling for Healthcare
 • Talent Management 9.1 Integration
            to HCM 9.0 & 8.9


                      PeopleSoft HCM 9.1 Feature Pack
                               • Matrix Org Charting
                         • Total Compensation Statement
                      • Employee and Manager Self Service             PeopleSoft HCM 9.2
                                  • SCORM 2004              • Time and Labor Manager Workcenter
                               • eVerify Compliance                    • Paycheck Modeling
                                                                            • Life Events
                                                                         • Social Learning
                                                                 • Candidate Gateway Usability
                                                                • Reconfigured Time Reporting
                                                                    • Multi-period Evaluations




                          Oracle Fusion 11g




                                                                                             49
What is Oracle’s
recommendation for
    customers?



                     50
                     50
v Now that Fusion
Applications are in the
mix, what should be my
      next step ?                     On Premise?     On Demand?

                                Extended
                                Support?
                  Upgrade?

                                     Early Adopter?
                       Fusion 1.0?




                                                                   51
Complete Choice

                            On Premise   Hosted              SaaS




                                                              Oracle
 Software License             Customer   Customer                      Partner

                                          Oracle              Oracle
  Software Management         Customer             Partner             Partner

                                          Oracle              Oracle
Infrastructure Management     Customer             Partner             Partner




                                                                            52
Complete Choice
Choose Your Next Steps




                Continue on Your Current Path
                • Upgrade to the latest release
                  of your existing Oracle Applications portfolio



                Adopt a Co-Existence Strategy
                        Co-
                • Add new Fusion Applications modules or pillars
                  to your existing Oracle Applications portfolio



                Embrace the Complete Suite
                • Deploy the comprehensive suite of
                  Fusion Applications products



                                                                   53
Planning for Your Upgrades
         Extended Maintenance and Support

              2007      2008        2009     2010        2011        2012        2013 2014 2015 2016 2017
8.0 SP1 (12/ 00 – 3/07) Sustaining



8.3   (Nov 2001 – Mar 2008)   Sustaining


   8.8   (Dec 2002 – Dec 2007)              Extended                     Sustaining
                                         Ends by Dec 2011


               8.9   (Dec 2004 – Dec 2009)                          Extended                     Sustaining
                                                                  Ends by Dec 2012


                 8.9 ANZ      (Sep 2005 – Sep 2010)                          Extended                    Sustaining
                                                                           Ends by Sep 2013


                              9.0    (Dec 2006 – Dec 2011)                                Extended                    Sustaining
                                                                                        Ends by Dec 2014


                                             9.1     (Sept 2009 – Sept 2014)                                Extended               Sustaining
                                                                                                         Ends by Sept 2017

                                                                     9.1 Feature Packs (no change to support)

                                                                                                       9.2 (no release date set)



                                            © 2008 Oracle Corporation – Proprietary and Confidential                                       54
PeopleSoft 9.1
Adoption


                                                                 Customer Activity
                                          1200
                                                            9.1 v. 9.0 Customer Count Over Time
    # of Unique Customers Logging Cases




                                          1000                  9.1      9.0


                                          800                                            4.3x
                                                                                   Adoption Rate of
                                                                                      9.1 v. 9.0
                                          600


                                          400


                                          200


                                            0
                                                 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

                                                   Release 9.1 customer activity as of December 2010
PeopleSoft 9.1
   Adoption


              • Plexus                                            • Diesel
  Plexus      • HCM Upgrade from 9.0                  Diesel      • HCM Upgrade from 9.0



              • ABN Amro Bank                                     • TargoBank
 ABM Amro     • Absence Management 9.1              Targobank     • HCM and ELM Upgrade from 9.0
   Bank

              • Navistar                                          • Grünenthal Pharmaceutical
  Navistar    • HCM Upgrade from 8.9
                                                   Grünenthal    • Net-New Deployment
                                                  Pharmaceutical


Banca Monte   • Banca Monte dei Paschi di Siena                   • Nationwide Insurance
              • Net-New Deployment                 Nationwide     • HCM and CRM Upgrade from 8.9
 dei Paschi
                                                   Insurance
 di Siena

              • Papa John’s                                       • Sime Darby Group
              • HCM and CRM Upgrade from 9.0
                                                   Sime Darby     • New Talent Management Deployment
Papa John’s                                          Group
Co-Exist With Fusion HCM
             Extend the Value of Your Existing Applications Portfolio

                             Fusion Talent Management On Demand
                       Works With EBS, PSFT, JDE and Other HCM Systems
                                        Manager
                                                                                  HCM
                                        It’s critical that we make
                                         the right promotion and
                                          assignment decisions.

                                        Employee                       Fusion Talent Management
                                                                              On Demand
                                           How can I build my
                                         reputation and network
                                                at work?             • Workforce Directory Management
                                                                            • Network @ Work
                                        HR Professional                      • Talent Review
                                          I need to be able to
                                                                       • Compensation Management
                                        compare employees on
                                         different dimensions.          • Performance Management
                                                                           • Goal Management


© 2010 Oracle Corporation – Proprietary and Confidential                                                57
Oracle Fusion Human Capital Management
           Complete, Integrated, Best-In-Class HCM Processes
                            Oracle Fusion Human Capital Management




           Global Human           Payroll &                          Performance
            Resources             Benefits        Talent Review      & Goal Mgmt




              Workforce          Workforce                           Compensation
              Predictions      Lifecycle Mgr    Network at Work       Management

                                Workforce Directory Management
                                  HCM Foundation and Profile




Oracle Confidential                                                                 58 7
Learn More
        PeopleSoft Information Development Resources




                                                              Doc Home Pages and
                                      Hosted & Mobile          Enterprise Integration
   Information Portal                  PeopleBooks                  Point Maps

          PeopleSoft_Info      Read the PeopleSoft Apps Strategy Blog   PeopleSoft on




                                    Cumulative Feature     Business Process Maps &
       Transfer of                  Overview & Upgrade         Entity Relationship
   Information (TOIs)              Resource Report Tools            Diagrams

click icons for more information
Questions and Answers




                        60
61
62

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JDE & Peoplesoft 3 | Antionette Leuthard | Peoplesoft Human Capital Management Vision and Roadmap.pdf

  • 1. 1
  • 2. <Insert Picture Here> PeopleSoft Human Capital Management Roadmap Feature Packs and 9.2 Antoinette Leuthard Director APAC, Product Management & Strategy - HCM
  • 3. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. © 2010 Oracle Corporation – Proprietary and Confidential 3
  • 4. What is the Oracle & 1 PeopleSoft HCM Strategy? What is Oracle’s 2 recommendation for customers? 4
  • 5. What is the PeopleSoft HCM Strategy? 5 5
  • 6. PeopleSoft Investment Strategy Design Principles SIMPLICITY PRODUCTIVITY LOWER TCO 6
  • 7. PeopleSoft Investment Strategy Deliver Timely Additive Solutions Value That Are Easy To Adopt OBJECTIVES STRATEGY • Continue Delivery of • Add Capabilities to Value Add Capabilities Current Release • Provide Capabilities • Annual PeopleTools More Frequently Releases • Adopt Capabilities • ~3 Year Major without Upgrading Release Cycle PeopleTools 8.50 8.51 8.52 8.53 8.54 8.55 8.56 Applications 9.1 Feature Feature 9.2 Feature Feature 9.3 Pack Pack Pack Pack 7
  • 8. PeopleSoft Investment Strategy Deliver Timely Additive Solutions Value That Are Easy To Adopt • Delivery Vehicle of Additive Enhancements • Roll-up of Previously Delivered Enhancements and Updates • One Feature Pack Planned per Pillar Each Year • Delivered via Existing Bundle or Maintenance Pack Mechanism • Re-Cut CD and Recertify Upgrades and Integrations at Feature Pack Completion PeopleTools 8.50 8.51 8.52 8.53 8.54 8.55 8.56 Applications 9.1 Feature Feature 9.2 Feature Feature 9.3 Pack Pack Pack Pack 8
  • 9. PeopleSoft Investment Strategy Feature Packs Bundles Maintenance Pack Periodic maintenance postings that include Aggregation of last 2 bundles updates, fixes, and security alerts Delivery Vehicle Bundles Maintenance Pack Bundles Maintenance Pack Application Release 9.1 Feature Pack Enhancements New capabilities that are planned to be included in bundles and maintenance Feature Pack packs; making them available before Roll-up of enhancements and maintenance aggregation into a feature pack previously delivered via bundles and maintenance packs; re-cut CD and recertification of upgrades and integrations 9
  • 10. Based on Customer Feedback Customer Engagement for Better Releases PeopleSoft HCM Customer Advisory Boards • Purpose: Validate future roadmap choices with the customer community • Two CABs: HCM and Global HCM • Customers from various industries, countries and all sizes • Over 50 customer members © 2010 Oracle Corporation – Proprietary and Confidential 10
  • 11. Human Capital Management - Get Involved!!! Global Special Interest Users Groups (SIGs) PeopleSoft & JD Edwards Oracle E-Business Suite • Benefits SIG • Time & Expense SIG • ELM SIG • Tutor & UPK SIG PeopleSoft & Oracle • ePerformance SIG E-Business Suite • JDE HCM SIG • Global HCM SIG • Payroll for N.A. SIG (formerly GPUG) • Recruiting SIG • Staffing SIG • Global HCM SIG PeopleSoft • Australia/New Zealand SIG • HCM SIG © 2010 Oracle Corporation – Proprietary and Confidential 11
  • 12. PeopleSoft HCM Feature Packs and 9.2 Key Concepts Intuitive Usability • Workcenters and Dashboards • Web 2.0 User Experience • Process Re-definition Strengthened Self Service Experience • Organization Visualization • Paycheck Modeling • Life Events Comprehensive Capabilities • Expansion of Global functionality • Deepen Product Capabilities • Fusion Application Interoperability © 2010 Oracle Corporation – Proprietary and Confidential 12
  • 13. PeopleSoft HCM Feature Packs and 9.2 Key Concepts Intuitive Usability • Workcenters and Dashboards • Web 2.0 User Experience • Process Re-definition Strengthened Self Service Experience • Organization Visualization • Paycheck Modeling • Life Events Comprehensive Capabilities • Expansion of Global functionality • Deepen Product Capabilities • Fusion Application Interoperability © 2010 Oracle Corporation – Proprietary and Confidential 13
  • 14. Intuitive Usability User-friendly, Personalized, Customer-driven • Clear view of the business process – Process wizards, and streamlined navigation – Expanded template-based transactions • Summary information at a glance, – Role-based dashboards give users creating focus on high priority tasks and improving efficiency – Process-focused Workcenters provide a single point of entry, relevant alerts and meaningful metrics for major business processes • Tailored to fit each organization’s unique needs – Configuration and personalization options allow user experience to be 14
  • 15. Intuitive Usability Talent Summary for Managers Employee data summary User-friendly graphical displays Single view of summary talent data 15
  • 16. Intuitive Usability Manager Dashboard Easy access to alerts and approvals Key employee Quick links for data at a glance easy navigation 16
  • 17. Intuitive Usability Complete Time Management Tasks with Time & Labor Workcenter Configurable “One Stop Shop” Role-based Work Center Prioritize Work In Focus Queues and Alerts Transaction Access to Reporting Capabilities and Analytics Embedded Analytics Links to Key Menu Items and Transactions 17
  • 18. Intuitive Usability Everything for Learning in a Dashboard in ELM To-Do lists Role-based Learning Navigation Quick Search Browse Pagelets Announcements Learning Calendar View © 2010 Oracle Corporation – Proprietary and Confidential 18
  • 19. Intuitive Usability Recruiting Dashboard for Recruiters, Recruiting Mgrs & Managers New candidates for job Navigation links openings Recruiter Alerts Center pagelets access Job 360 and Applicant 360 Today’s activities Recruiter Metrics © 2010 Oracle Corporation – Proprietary and Confidential 19
  • 20. Intuitive Usability Improvements for Recruiters, Recruiting Mgrs & Managers Funnel view shows applicants in each hiring phase Available actions based on candidate’s current disposition Action icons reduce clicks needed to disposition candidates 20
  • 21. Intuitive Usability BEFORE – Time & Labor Cumbersome Process with Multiple Pages 1. Report Time and Apply Rules 2. Review Exceptions 3. Review payable time “Online Estimates” 4. Run Time Administration to generate payable time to load for payroll © 2010 Oracle Corporation – Proprietary and Confidential 21
  • 22. Intuitive Usability AFTER – Time & Labor Improved User Experience Data accessible in ONE STEP and viewable on Timesheet without navigating to 4 different pages © 2010 Oracle Corporation – Proprietary and Confidential 22
  • 23. Intuitive Usability BEFORE – Candidate Gateway Multiple Page Processing 1) Select Job to apply for 2) Attach resume 3) Use scroll bar at right to begin completing application 4) Enter Preferences 5) Enter Qualifications and Referrals 6) Save Application © 2010 Oracle Corporation – Proprietary and Confidential 7) Submit Application 23
  • 24. Intuitive Usability AFTER – Candidate Gateway Multiple Page Processing Configurable “Train Stop” Process Flow Nested Process Steps Visual Indicators of Process Progression Consolidation of Multiple pages in a Single Process Flow Intuitive Navigation Through Process Save, Exit, Return Later for Self-Paced Processes 24
  • 25. PeopleSoft HCM Feature Packs and 9.2 Key Concepts Intuitive Usability • Workcenters and Dashboards • Web 2.0 User Experience • Process Re-definition Strengthened Self Service Experience • Organization Visualization • Paycheck Modeling • Life Events Comprehensive Capabilities • Expansion of Global functionality • Deepen Product Capabilities • Fusion Application Interoperability © 2010 Oracle Corporation – Proprietary and Confidential 25
  • 26. Strengthened Self-Service Experience Simple, Efficient, Role-Based • Reduce administrative costs – Streamlined navigation, efficient process flows and direct links to related transactions increase productivity by reducing steps required to complete tasks – Ensure regulatory compliance with standardized processes • Empower employees – Complete transactions without administrative assistance – Increase employee satisfaction by reducing required system training and providing more control over their experience • Make informed decisions – Provide employees and managers with appropriate references to without leaving the current page 26
  • 27. Strengthened Self Service Experience Organization Visualization within Core HR Quick Search for Google-like Search Detailed Profile Information Configurable Hierarchical Relationships by Access Type Navigation Wheel to Traverse Organizational Structure Actionable Links Configurable Display Information © 2010 Oracle Corporation – Proprietary and Confidential 27
  • 28. Strengthened Self Service Experience Organization Viewer V2: Matrix Reporting and Much More Manager View Containing Secure Information List View View Matrix Reporting Structures Additional Actionable Links 28
  • 29. Strengthened Self Service Experience Paycheck Modeling with Payroll North America and ePay Easy guided process Employee acknowledged terms and agreements 29
  • 30. Strengthened Self Service Experience Paycheck Modeling with Payroll North America and ePay Visually Guided Process Graphical Display of Paycheck Components Drill into Paycheck Calculations 30
  • 31. Strengthened Self Service Experience Life Events with Benefits Administration and eBenefits Employee selects their life event change © 2010 Oracle Corporation – Proprietary and Confidential 31
  • 32. Strengthened Self Service Experience Life Events with Benefits Administration and eBenefits Text is configurable depending on the event New Activity Guides for complex business processes © 2010 Oracle Corporation – Proprietary and Confidential 32
  • 33. Embedded Help © 2010 Oracle Corporation – Proprietary and Confidential 33
  • 34. Strengthened Self Service Experience BEFORE - HelpDesk for Human Resources Employee Self Service 34
  • 35. Strengthened Self Service Experience AFTER - HelpDesk for Human Resources Employee Self Service Click to Chat with Agent Prominent SES Search Visibility for Known Issues Quick Access to Employee HR Information 35
  • 36. PeopleSoft HCM Feature Packs and 9.2 Key Concepts Intuitive Usability • Workcenters and Dashboards • Web 2.0 User Experience • Process Re-definition Strengthened Self Service Experience • Organization Visualization • Paycheck Modeling • Life Events Comprehensive Capabilities • Expansion of Global functionality • Deepen Product Capabilities • Fusion Application Interoperability © 2010 Oracle Corporation – Proprietary and Confidential 36
  • 37. Comprehensive Capabilities Innovative, Configurable, Interconnected • Streamlined compliant business practices – Delivered integrations to support unique global, industry and regulatory requirements – Flexible configurable business processes to eliminate customizations and reduce TCO • Encourage collaboration and simplify routine tasks – Combine the best of desktop and Web 2.0 tools in dashboards, workcenters – New and updated business transactions to foster increased employee engagement • Adoption of new functionality – Delivered interoperability with Fusion applications 37
  • 38. PeopleSoft ELM – SCORM 2004 Announcement • ELM 9.1 supports SCORM IMS Manifest Package 2004, 4th edition (XML) • Posted and Available July 22, a t at en 2011 ad nt et o M dC a Lo - Metadata • Earlier versions of SCORM and - Sequencing - Navigation AICC are still supported SCORM Content Aggregation Model • All elements of the specification SCORM Run-Time are supported Environment SCORM-Conformant Content (SCO) ELM (LMS) • Early Adopter Program for the Launch SCORM 2004 feature is available Track 38
  • 39. Comprehensive Capabilities Clairvia Integration with PeopleSoft HR and Time & Labor Human Resources • Send Person, Job, and Competency information Time and Labor • Send Reported Time • Send Payable Time • Send Leave Balances • Receive Employees’ Optimized Schedule © 2010 Oracle Corporation – Proprietary and Confidential 39
  • 40. Forms and Approval Builder • Business Analyst Configurable Forms with Approvals • Available with Common Components 9.1 Quick and Easy to Create and Deploy 1. Design the form 2. Add Attachments 4. Publish to the Main Menu 3. Assign Approvers 40 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  • 41. Forms and Approval Builder Easy to Use 1. Enter Details 2. Read and Upload Attachments 3. Submit for Approval Increases Efficiency • Paperless Office • Audit Trail • Immediate Availability of Approvals 41 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
  • 42. Comprehensive Capabilities Social Learning with Enterprise Learning Management Discussions Collaborative Workspaces Blogs Tagging Tag Clouds © 2010 Oracle Corporation – Proprietary and Confidential 42
  • 43. Comprehensive Capabilities Meaningful Total Rewards Statement Print-Friendly XMLP Statement Configurable Charting Data Import from External Sources © 2010 Oracle Corporation – Proprietary and Confidential 43
  • 44. Comprehensive Capabilities Reduce Customizations with Promote to Pay Guided Process Only Needed Information Provided Visual Change Indicators Reduce Clicks for Promotion from 19 to 8 44
  • 45. Comprehensive Capabilities Increased Flexibility with Time & Labor Configure View By Configure remaining time reporting fields Configure Timesheet Information 45
  • 46. Comprehensive Capabilities Desktop Integration with Absence Management Request and track Absence using an intuitive user interface 46
  • 47. Comprehensive Capabilities Complete Monitoring Tools with Global Payroll 360º Payroll Monitoring Access Embedded Payroll Automation Analytics using Alerts and Notifications Actionable Data Analysis using Related Data Mining and Content Analysis 47
  • 48. Comprehensive Capabilities Real-time Dashboards for HR HelpDesk Agent and Manager Embedded Analytics Switch Vi What are the Top Switch View Solutions? By Value 48
  • 49. PeopleSoft Roadmap …and some content highlights PeopleSoft HCM 9.1 Feature Pack • Company Directory & Actionable Org Charting • Workforce Scheduling for Healthcare • Talent Management 9.1 Integration to HCM 9.0 & 8.9 PeopleSoft HCM 9.1 Feature Pack • Matrix Org Charting • Total Compensation Statement • Employee and Manager Self Service PeopleSoft HCM 9.2 • SCORM 2004 • Time and Labor Manager Workcenter • eVerify Compliance • Paycheck Modeling • Life Events • Social Learning • Candidate Gateway Usability • Reconfigured Time Reporting • Multi-period Evaluations Oracle Fusion 11g 49
  • 50. What is Oracle’s recommendation for customers? 50 50
  • 51. v Now that Fusion Applications are in the mix, what should be my next step ? On Premise? On Demand? Extended Support? Upgrade? Early Adopter? Fusion 1.0? 51
  • 52. Complete Choice On Premise Hosted SaaS Oracle Software License Customer Customer Partner Oracle Oracle Software Management Customer Partner Partner Oracle Oracle Infrastructure Management Customer Partner Partner 52
  • 53. Complete Choice Choose Your Next Steps Continue on Your Current Path • Upgrade to the latest release of your existing Oracle Applications portfolio Adopt a Co-Existence Strategy Co- • Add new Fusion Applications modules or pillars to your existing Oracle Applications portfolio Embrace the Complete Suite • Deploy the comprehensive suite of Fusion Applications products 53
  • 54. Planning for Your Upgrades Extended Maintenance and Support 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 8.0 SP1 (12/ 00 – 3/07) Sustaining 8.3 (Nov 2001 – Mar 2008) Sustaining 8.8 (Dec 2002 – Dec 2007) Extended Sustaining Ends by Dec 2011 8.9 (Dec 2004 – Dec 2009) Extended Sustaining Ends by Dec 2012 8.9 ANZ (Sep 2005 – Sep 2010) Extended Sustaining Ends by Sep 2013 9.0 (Dec 2006 – Dec 2011) Extended Sustaining Ends by Dec 2014 9.1 (Sept 2009 – Sept 2014) Extended Sustaining Ends by Sept 2017 9.1 Feature Packs (no change to support) 9.2 (no release date set) © 2008 Oracle Corporation – Proprietary and Confidential 54
  • 55. PeopleSoft 9.1 Adoption Customer Activity 1200 9.1 v. 9.0 Customer Count Over Time # of Unique Customers Logging Cases 1000 9.1 9.0 800 4.3x Adoption Rate of 9.1 v. 9.0 600 400 200 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Release 9.1 customer activity as of December 2010
  • 56. PeopleSoft 9.1 Adoption • Plexus • Diesel Plexus • HCM Upgrade from 9.0 Diesel • HCM Upgrade from 9.0 • ABN Amro Bank • TargoBank ABM Amro • Absence Management 9.1 Targobank • HCM and ELM Upgrade from 9.0 Bank • Navistar • Grünenthal Pharmaceutical Navistar • HCM Upgrade from 8.9 Grünenthal • Net-New Deployment Pharmaceutical Banca Monte • Banca Monte dei Paschi di Siena • Nationwide Insurance • Net-New Deployment Nationwide • HCM and CRM Upgrade from 8.9 dei Paschi Insurance di Siena • Papa John’s • Sime Darby Group • HCM and CRM Upgrade from 9.0 Sime Darby • New Talent Management Deployment Papa John’s Group
  • 57. Co-Exist With Fusion HCM Extend the Value of Your Existing Applications Portfolio Fusion Talent Management On Demand Works With EBS, PSFT, JDE and Other HCM Systems Manager HCM It’s critical that we make the right promotion and assignment decisions. Employee Fusion Talent Management On Demand How can I build my reputation and network at work? • Workforce Directory Management • Network @ Work HR Professional • Talent Review I need to be able to • Compensation Management compare employees on different dimensions. • Performance Management • Goal Management © 2010 Oracle Corporation – Proprietary and Confidential 57
  • 58. Oracle Fusion Human Capital Management Complete, Integrated, Best-In-Class HCM Processes Oracle Fusion Human Capital Management Global Human Payroll & Performance Resources Benefits Talent Review & Goal Mgmt Workforce Workforce Compensation Predictions Lifecycle Mgr Network at Work Management Workforce Directory Management HCM Foundation and Profile Oracle Confidential 58 7
  • 59. Learn More PeopleSoft Information Development Resources Doc Home Pages and Hosted & Mobile Enterprise Integration Information Portal PeopleBooks Point Maps PeopleSoft_Info Read the PeopleSoft Apps Strategy Blog PeopleSoft on Cumulative Feature Business Process Maps & Transfer of Overview & Upgrade Entity Relationship Information (TOIs) Resource Report Tools Diagrams click icons for more information
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