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  1. 1. QUEST COLLABORATE 08 Session # 33120 PeopleSoft Enterprise Employee & Manager Self Service Case Studies Brian McIntyre, President Melinda Broome, VP, Business Development WorkStrategy, Inc .
  2. 2. Agenda <ul><li>Industry Trends </li></ul><ul><li>8.9 and 9.0 Enhancements </li></ul><ul><li>Self Service Technology Enhancements </li></ul><ul><li>Case Studies </li></ul><ul><li>Q & A </li></ul><ul><li>Follow-up with Brian and/or Melinda </li></ul><ul><li>[email_address] 410.707.3760 </li></ul><ul><li>[email_address] 404.895.8084 </li></ul>
  3. 3. WorkStrategy Profile <ul><li>HR Management firm based in Maryland </li></ul><ul><li>Certified Oracle Implementation Partner </li></ul><ul><li>Specializations </li></ul><ul><ul><li>PeopleSoft Implementation and Upgrades </li></ul></ul><ul><ul><li>Employee and Manager Self Service </li></ul></ul><ul><ul><li>HR Process Improvement </li></ul></ul><ul><ul><li>PeopleSoft Training </li></ul></ul><ul><li>ePerformance, Recruiting Solutions, Learning Management, </li></ul><ul><li>eComp, Benefits Admin </li></ul><ul><li>Remote Lab Services and Outsourcing Solutions </li></ul><ul><li>Customers Span a Variety of Markets and Industries </li></ul>
  4. 4. Customer Upgrade Cycle
  5. 5. Customer Survey Results <ul><li>Implementing or Upgrading </li></ul><ul><ul><li>Most 8.X to 9.0 </li></ul></ul><ul><ul><li>Adding to 8.8 foundation </li></ul></ul><ul><ul><li>9.0 options </li></ul></ul><ul><li>Improving Underlying Processes </li></ul><ul><li>Streamlining Costs </li></ul><ul><li>Deploying e-Apps </li></ul><ul><li>Key Focus Areas </li></ul><ul><ul><li>Talent Management </li></ul></ul><ul><ul><li>Performance Management </li></ul></ul><ul><ul><li>Compensation Management </li></ul></ul><ul><ul><li>Learning Management </li></ul></ul><ul><li>Manager Self Service </li></ul><ul><ul><li>Empower managers and staff </li></ul></ul>
  6. 6. Define Objectives Upfront Time & Attendance Recruiting Onboarding
  7. 7. Closing the Gap with Self-Service <ul><li>Quick Hits! </li></ul><ul><ul><li>Integrated HCM </li></ul></ul><ul><ul><li>Employee self-service </li></ul></ul><ul><ul><li>Notifications and alerts </li></ul></ul><ul><ul><li>Third party integration </li></ul></ul><ul><ul><li>Basic analytics, metrics </li></ul></ul><ul><li>Longer-term </li></ul><ul><ul><li>Integrated Talent Management </li></ul></ul><ul><ul><ul><li>(Performance, recruiting, comp planning, development) </li></ul></ul></ul><ul><ul><li>Manager self-service </li></ul></ul><ul><ul><li>Event-driven workflow </li></ul></ul><ul><ul><li>Enterprise portals </li></ul></ul><ul><ul><li>Business process improvement </li></ul></ul><ul><ul><li>Business line scorecarding </li></ul></ul>
  8. 8. Self-Service Sophistication – Where are you?
  9. 9. PeopleSoft HRMS 9.0 <ul><li>Key functional enhancements </li></ul><ul><ul><li>Person Model (new) </li></ul></ul><ul><ul><li>Benefits </li></ul></ul><ul><ul><li>Profile Management </li></ul></ul><ul><ul><li>SmartHire </li></ul></ul><ul><ul><li>I-9 Compliance </li></ul></ul><ul><ul><li>Mass Update </li></ul></ul><ul><ul><li>Global HR enhancements </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>Minimum 8.48 PeopleTools </li></ul></ul><ul><ul><li>New WF Approval Engine </li></ul></ul><ul><ul><li>Improved web services </li></ul></ul><ul><ul><li>Improved integration </li></ul></ul>
  10. 10. Top Customer Priorities <ul><li>“Upgrading” </li></ul><ul><ul><li>Most moving to PS 8.9, 9.0 </li></ul></ul><ul><li>“Integrating” </li></ul><ul><ul><li>Building Common Foundation </li></ul></ul><ul><ul><li>Streamlining Costs </li></ul></ul><ul><ul><li>Eliminating Bottlenecks </li></ul></ul><ul><li>“Consolidating” OD Function </li></ul><ul><ul><li>Talent Management </li></ul></ul><ul><ul><li>Performance Management </li></ul></ul><ul><ul><li>Compensation Management </li></ul></ul><ul><ul><li>Learning Management </li></ul></ul><ul><li>“Enabling” </li></ul><ul><ul><li>Manager Self Service </li></ul></ul><ul><ul><li>Automating via Workflow </li></ul></ul>
  11. 11. PeopleSoft Enterprise Landscape Workforce Planning HRMS Warehouse & Scorecard Workforce Rewards Sales Incentive Management Learning Management ePerformance Candidate Gateway HRMS Portal Pack and Portal Manager Desktops TAM eProfile eCompensation Payroll Interface Time & Labor Benefits Admin Stock Admin Pension Admin NA Payroll Global Payroll Core HR Streamline Deploy Align HelpDesk for Human Resources ePay eEquity eBenefits eProfile eCompensation eDevelopment
  12. 12. PeopleSoft Self-Service “Modules” <ul><li>Assess-Design-Develop </li></ul><ul><ul><li>eDevelopment </li></ul></ul><ul><ul><li>ePerformance 9.0! </li></ul></ul><ul><ul><li>Workforce Planning </li></ul></ul><ul><ul><li>Learning Management </li></ul></ul><ul><ul><li>HCM Warehouse </li></ul></ul><ul><li>Workforce Performance Solutions </li></ul><ul><ul><li>eDevelopment </li></ul></ul><ul><ul><li>ePerformance 9.0! </li></ul></ul><ul><ul><li>HCM Warehouse </li></ul></ul><ul><ul><li>Learning Management </li></ul></ul><ul><ul><li>Workforce Planning </li></ul></ul><ul><li>Plan-Incent-Reward </li></ul><ul><ul><li>Benefits Administration & eBen 9.0! </li></ul></ul><ul><ul><li>eCompensation / eCompensation MD </li></ul></ul><ul><ul><li>Workforce Rewards </li></ul></ul><ul><li>Optimize-Track-Monitor </li></ul><ul><ul><li>ePay </li></ul></ul><ul><ul><li>eProfile / eProfile MD 9.0! </li></ul></ul><ul><ul><li>HelpDesk for Human Resources </li></ul></ul><ul><ul><li>HRMS Portal Pack </li></ul></ul><ul><ul><li>Time & Labor </li></ul></ul><ul><li>Plan-Attract-Onboard </li></ul><ul><ul><li>Candidate Gateway 9.0! </li></ul></ul><ul><ul><li>HCM Warehouse </li></ul></ul><ul><ul><li>Services Procurement </li></ul></ul><ul><ul><li>Talent Acquisition Manager 9.0! </li></ul></ul><ul><ul><li>Workforce Planning </li></ul></ul>9.0 – new or upgraded functionality!
  13. 13. PeopleSoft 9.0 – Achieving BPI <ul><li>Improved UI and navigation </li></ul><ul><ul><li>Re-designed pages </li></ul></ul><ul><ul><li>360° views of data </li></ul></ul><ul><ul><li>Custom navigation </li></ul></ul><ul><li>New Approval Engine </li></ul><ul><ul><li>Talent Acquisition </li></ul></ul><ul><ul><li>ePerformance </li></ul></ul><ul><ul><li>Absence Management </li></ul></ul><ul><li>Improved self-service </li></ul><ul><ul><li>eProfile </li></ul></ul><ul><ul><li>eProfile Manager Desktop </li></ul></ul><ul><ul><li>Direct Report Management </li></ul></ul><ul><li>Significant functional enhancements </li></ul>
  14. 14. Self Service Upgrade Considerations <ul><li>Technical database upgrade </li></ul><ul><ul><li>Elimination of customizations.. </li></ul></ul><ul><ul><li>Workflow impact </li></ul></ul><ul><li>Additional functionality added for ROI </li></ul><ul><ul><li>Processes </li></ul></ul><ul><ul><li>Reporting </li></ul></ul><ul><li>Knowledge transfer to the support teams </li></ul><ul><li>Streamlining business processes </li></ul><ul><li>Both Functional AND Technical buy-in </li></ul><ul><li>Proper training for HR admin, analysts, end-user community, IT team </li></ul><ul><li>Communication to executive sponsors </li></ul><ul><li>Staying within the timeline & budget!!! </li></ul>
  15. 15. SmartHire Overview <ul><li>eProfile Manager Desktop </li></ul><ul><ul><li>Access for Managers </li></ul></ul><ul><li>Ability to configure hiring pages according to org. practices. </li></ul><ul><li>Ability to configure Templates for specific jobs, users, countries, locations, worker types or industries. </li></ul><ul><li>Configuration options </li></ul><ul><ul><li>field and page layout, security and automatic updates. </li></ul></ul><ul><li>Field attribution features </li></ul><ul><ul><li>ability to default and hide values </li></ul></ul><ul><ul><li>override defaulted values </li></ul></ul><ul><ul><li>require fields at the user interface level. </li></ul></ul>
  16. 16. Person Model Enhancements <ul><li>Improved flexibility to support contingent workers </li></ul><ul><ul><li>Modified the contracts area to include subcontracts </li></ul></ul><ul><ul><li>Can track workers at a high-level contract and individual tasks of the overall contract </li></ul></ul><ul><li>Replaces Job Summary with Workforce Job Summary </li></ul><ul><li>Automated notification process that checks when badges, security clearances, job assignments, contracts and task orders will expire </li></ul><ul><li>Enhanced deletion batch process for deleting Employee IDs to support the deletion of specific Employee Records </li></ul><ul><li>Additional types of non-workers who can be paid or receive benefits have been added (surviving spouses or former dependents). Increases the flexibility to provide these benefits internally. </li></ul>
  17. 17. I-9 Compliance <ul><li>Better compliance with the US Immigration and Nationality Act to collect and store all I-9 Information </li></ul><ul><li>Workflow-driven self-service functionality to complete I-9 information, with the ability for employers to complete and submit the required sections </li></ul><ul><li>Will eliminate some approval levels with increase management awareness </li></ul><ul><li>Reporting and processing functions including: </li></ul><ul><ul><li>To provide notification of upcoming or past-due expiration dates </li></ul></ul><ul><ul><li>Store, print, and archive I-9 forms as required by law and corporate policy </li></ul></ul>
  18. 18. Employer I-9 Management
  19. 19. eProfile Manager Desktop <ul><li>eProfile Manager Desktop leverages the common HCM framework for the approval of employee transfers, promotions, and change of reporting managers. </li></ul><ul><li>The Approval Workflow Engine (AWE) provides capabilities for creating, running, and managing the approval processes. </li></ul><ul><li>The common approvals management framework enables customers to create flexible rules around routing, levels and exceptions. </li></ul><ul><li>Approvals for all transactions are available to the user for review and action in one central location. </li></ul><ul><li>Users can delegate their approval responsibilities as needed. </li></ul>
  20. 20. Talent Acquisition Manager <ul><li>Generate recruitment letters online (XML Publisher) </li></ul><ul><li>Autosave capability for searches containing job openings </li></ul><ul><li>New interview notes with attachments </li></ul><ul><li>New report to identify considered applicants </li></ul><ul><ul><li>Associated with job openings within the system </li></ul></ul><ul><ul><li>Associated with job openings who were withdrawn </li></ul></ul><ul><ul><li>Associated with job openings who did not pass the first level of screening </li></ul></ul><ul><ul><li>Considered in searches for a job opening who were not linked </li></ul></ul>
  21. 21. Recruiting Offer XML Templates
  22. 22. ePerformance <ul><li>Integration with Learning Management </li></ul><ul><ul><li>Managers and employees have real-time insight into ALL completed and planned learning for the individual </li></ul></ul><ul><ul><li>Completion of learning can be incorporated into individual’s overall performance rating </li></ul></ul><ul><li>Customer-driven enhancements </li></ul><ul><ul><li>Description fields have been expanded from 254 to 1325 characters </li></ul></ul><ul><ul><li>Proficiency descriptions added to support numeric rating </li></ul></ul><ul><ul><li>Printing PDF or Word doc (XML Publisher) </li></ul></ul><ul><ul><li>Document Cloning </li></ul></ul>
  23. 23. ePerformance and XML Reporting
  24. 24. Other New XML Reports
  25. 25. Oracle/PS Implementation at R&G <ul><li>HRMS 8.8 Go Live Q4’2005 </li></ul><ul><ul><li>HR/Benefits Administration </li></ul></ul><ul><ul><li>Payroll Interface to ADP PayForce </li></ul></ul><ul><ul><li>Attendance Tracking </li></ul></ul><ul><ul><ul><li>Time & Labor Time Entry </li></ul></ul></ul><ul><ul><ul><li>Integrated with Benefits Leave Accrual </li></ul></ul></ul><ul><li>Custom R&G Process Based Training </li></ul><ul><li>Self-Service Roll Out November 2006 </li></ul><ul><ul><li>eProfile Employee Personal Updates </li></ul></ul><ul><ul><li>ePay View Paycheck Data using ADP Import </li></ul></ul><ul><ul><li>eBenefits for 2007 Annual Enrollment </li></ul></ul><ul><li>Just Completed HRMS 8.9 Upgrade </li></ul><ul><li>eDevelopment – Live </li></ul><ul><li>eProfile Mgr Desktop – Year-end! </li></ul>
  26. 26. eBenefits at Ropes & Gray <ul><li>Objectives </li></ul><ul><ul><li>Online Confirmation of Benefit Elections </li></ul></ul><ul><ul><li>Maintenance of Dependent/Beneficiary Designations </li></ul></ul><ul><ul><li>Communication of Benefits Plans and Policy </li></ul></ul><ul><ul><li>Employee Driven Benefits Enrollment </li></ul></ul><ul><ul><ul><li>2007 Open Enrollment </li></ul></ul></ul><ul><ul><ul><li>Ongoing Events (HIR, FSC, FPC) January 2007 Forward </li></ul></ul></ul><ul><ul><li>Single Source for All Benefits Inquiries/Transactions </li></ul></ul><ul><li>eBenefits Assessment – Functionality, Deliverables & Project Plan </li></ul><ul><li>Coordination with Other R&G eApplications </li></ul><ul><ul><li>eProfile Employee Personal Updates </li></ul></ul><ul><ul><li>ePay View Paycheck Data </li></ul></ul>
  27. 27. eBenefits
  28. 28. Lessons Learned at R&G <ul><li>Understand Oracle/PS Applications </li></ul><ul><ul><li>Use Delivered System When Possible </li></ul></ul><ul><ul><li>Be Willing to Explore Alternatives </li></ul></ul><ul><li>Network…Who has Experience? </li></ul><ul><li>Get Examples to Understand the Existing Process </li></ul><ul><li>Plan….Allow Sufficient Time for Changes </li></ul><ul><li>Involve Users/Vendors as Soon as Possible </li></ul><ul><ul><li>Status Meeting by Process rather Function </li></ul></ul><ul><ul><li>Meet with Vendors to Clarify Requirements </li></ul></ul><ul><li>Provide Process Documentation/Training </li></ul>
  29. 29. eProfile <ul><li>Employee Self-Service </li></ul><ul><li>View Personal Data </li></ul><ul><li>Update Name </li></ul><ul><li>Update Address(s) </li></ul><ul><li>Update Phone Number(s) </li></ul><ul><li>Update Email Address(s) </li></ul><ul><li>Update Emergency Contact(s) </li></ul><ul><li>Update Marital Status </li></ul><ul><li>Manager Self Service </li></ul><ul><li>View Employee (Direct Report) </li></ul><ul><li>Request Reporting Change </li></ul><ul><li>Approve Reporting Change </li></ul><ul><li>View Reporting Change Status </li></ul><ul><li>Request Employee Transfer </li></ul><ul><li>Approve Transfer </li></ul><ul><li>View Transfer Status </li></ul><ul><li>Request Employee Promotion </li></ul><ul><li>Approve Promotion </li></ul><ul><li>View Promotion Status </li></ul><ul><li>Request Location Change </li></ul><ul><li>Request Full/Part-time Change </li></ul><ul><li>Request Employee Retirement </li></ul><ul><li>Request Employee Termination </li></ul>
  30. 30. Learning Management/eDevelopment - Case study <ul><li>Manual Management via Excel </li></ul><ul><ul><li>Employees would call the administrator to enroll </li></ul></ul><ul><li>Implemented Learning Management & eDevelopment </li></ul><ul><li>Training Administrators (Learning Mgmt) </li></ul><ul><ul><li>Set up courses and sessions (50+ courses) </li></ul></ul><ul><li>Employees (eDevelopment) </li></ul><ul><ul><li>Can sign up for course sessions </li></ul></ul><ul><li>Implementation took 3 months </li></ul><ul><ul><li>Fit/Gap (1-2 days) </li></ul></ul><ul><ul><li>Configuration & Testing (6-8 weeks to create courses and sessions) </li></ul></ul>
  31. 31. Learning Management & eDevelopment <ul><li>Budgeting </li></ul><ul><li>Cost Analysis </li></ul><ul><li>Tuition Reimbursement </li></ul><ul><li>Course Management </li></ul><ul><ul><li>Courses and Sessions </li></ul></ul><ul><li>Training Summaries </li></ul><ul><li>eDevelopment (ESS/MSS) </li></ul><ul><ul><li>Requests, Approvals </li></ul></ul><ul><li>Enrollments and Waitlists </li></ul><ul><li>Resource Management </li></ul><ul><li>Instructor Management </li></ul><ul><li>Reporting </li></ul>
  32. 32. Training Enrollment
  33. 33. Course / Session Lists
  34. 34. Manager View
  35. 35. Employee Competency Ratings
  36. 36. Licenses, Education, Languages
  37. 37. eComp+ Case Study <ul><li>10,000 total employees managed in HR shared services </li></ul><ul><li>5,000 on compensation and WorkStrategy eComp+ </li></ul><ul><li>Salary management and variable compensation </li></ul><ul><li>1 st year tool used to manage the planning and allocation process </li></ul>
  38. 38. What is eComp+? <ul><li>Designed and developed by WorkStrategy </li></ul><ul><li>Supports merit, bonus, stock, and other VC plan management </li></ul><ul><li>Add-on module delivering true manager self service </li></ul><ul><ul><li>Compensation and HR managers </li></ul></ul><ul><ul><li>Corporate leaders </li></ul></ul><ul><ul><li>Front-line managers and business unit executives </li></ul></ul><ul><li>Imbedded with workflow approvals and notifications </li></ul><ul><li>Flexible spreadsheet-style design </li></ul><ul><li>Can be implemented for single or multiple budget cycles </li></ul><ul><li>Standard and configurable reporting </li></ul><ul><li>Supports most organizational hierarchies </li></ul>
  39. 39. eComp+ from WorkStrategy
  40. 40. PeopleSoft HCM and eComp+ eComp+ Comp Plan Tables & Rules Salary Plan Rules Annual Merit Rules VarComp Rules Workflow & Integration Rules PeopleSoft Security PeopleTools Integration Broker
  41. 41. eComp+ Process Flow
  42. 42. PS HCM Page Flow Merit Bonus Stock Reports Pagelet Role-based PS Homepage Summary Page All Plan Access Drop down with - Merit, Bonus, Stock Main eComp+ Page Summary Page Group-Level Access Role-based Access via Tree Annual Merit Page Summary Page Group-Level Access Role-based Access via Tree Bonus Page Summary Page Group-Level Access Role-based Access via Tree Stock Page Annual Merit History VC Bonus History VC Stock Award History Other Data Emp Details Page Custom Query Reports Plan Group Reports Participant Letters Quick Links eComp+ Reports Page
  43. 43. Data Integrity and Guidance
  44. 44. Real-time eComp+ Console <ul><li>Group Status </li></ul><ul><li>Open </li></ul><ul><li>In Progress </li></ul><ul><li>Submitted </li></ul><ul><li>Approved </li></ul><ul><li>Denied </li></ul><ul><li>Ready </li></ul>
  45. 45. Analytics and Currency Conversion
  46. 46. New 8.48 XML Publisher Reports
  47. 47. Implementation Roadmap <ul><li>Project Team Training 3 day session </li></ul><ul><li>Process Analysis & Fit/Gap 2-3 weeks </li></ul><ul><li>Configuration 3-4 weeks </li></ul><ul><li>Conversion (3rd party) 2-3 weeks (optional) </li></ul><ul><li>Testing 1-2 weeks </li></ul><ul><li>End-User Training 4hr, 8hr courses </li></ul><ul><ul><ul><li>Comp Analysts </li></ul></ul></ul><ul><ul><ul><li>Line/Dept Managers </li></ul></ul></ul><ul><ul><ul><li>HR Management </li></ul></ul></ul><ul><li>Overall 2-3 months </li></ul><ul><li>Feb 2008 </li></ul>
  48. 48. eComp+ for VC/Annual Merit
  49. 49. Recruiting Solutions (TAM/CG)- Case study <ul><li>About 1,000 associates </li></ul><ul><li>Subsidiary </li></ul><ul><li>8 recruiters: animation, administration, film divisions </li></ul><ul><li>Both requisition-based jobs and continuous </li></ul><ul><li>Transitioning from Monster.com, HotJobs, etc. </li></ul><ul><li>Implementation Team </li></ul><ul><li>25% Functional Analyst </li></ul><ul><li>25% Technical Lead </li></ul><ul><li>10% Recruiters - UAT </li></ul><ul><li>100% WorkStrategy Functional Lead/PM </li></ul><ul><li>50% WorkStrategy Technical </li></ul><ul><li>Technical environment – tools 8.46.12, oracle 9i, 8.9 MP5 </li></ul>
  50. 50. Project Preparation <ul><li>Who is on the team? </li></ul><ul><ul><li>Functional Domain Experts – Recruiters! </li></ul></ul><ul><ul><li>Hiring Managers </li></ul></ul><ul><ul><li>HRIS and IT Support </li></ul></ul><ul><ul><li>Customer Project Manager </li></ul></ul><ul><li>Documentation, Tools, Approach </li></ul><ul><ul><li>Need a methodology! </li></ul></ul><ul><ul><li>Fit/Gap definition </li></ul></ul><ul><ul><li>Process analysis (and impact) </li></ul></ul><ul><ul><li>Proven configuration </li></ul></ul><ul><li>Project Charter, Budgeting, and Success Criteria </li></ul>Cost of hire Hire by source Reqs per recruiter Job Req DO Onboarding time Employee referral rate Diversity Performance Turnover by source New hire/mgr satisfaction
  51. 51. Preparation - PeopleSoft Red Papers! <ul><li>http://www.peoplesoft.com/corp/en/iou/red_papers/index.jsp#hcm </li></ul><ul><li>Recruiting Solutions 8.9 Sites </li></ul><ul><li>Recruiting Solutions 8.9 Job Board Integration </li></ul><ul><li>Recruiting Solutions 8.9 Pre-employment Check Integration </li></ul><ul><li>Recruiting Solutions 8.9 Resume Extractor Integration </li></ul><ul><li>Recruiting Solutions 8.9 Application Class Registry </li></ul><ul><li>Recruiting Solutions 8.9 Approvals Framework </li></ul><ul><li>Recruiting Solutions 8.9 Auto-screening </li></ul><ul><li>Recruiting Solutions 8.9 Creating A New Transaction Group </li></ul><ul><li>Recruiting Solutions 8.9 Data Mapping </li></ul><ul><li>Recruiting Solutions 8.9 Globalizations </li></ul><ul><li>Recruiting Solutions 8.9 Hire Integration Customization </li></ul><ul><li>Recruiting Solutions 8.9 HRXML Mappings </li></ul><ul><li>Recruiting Solutions 8.9 Integrations Setup </li></ul><ul><li>Recruiting Solutions 8.9 Online Letter Generation </li></ul><ul><li>Recruiting Solutions 8.9 Payroll for NA Integration Set Up </li></ul><ul><li>Recruiting Solutions 8.9 Status Effects </li></ul><ul><li>Recruiting Solutions 8.9 Technical Overview </li></ul><ul><li>Recruiting Solutions 8.9 Verity </li></ul><ul><li>Recruiting Solutions 8.9 Upgrade Supplemental </li></ul>
  52. 52. Implementation Roadmap <ul><li>Fit/Gap Analysis 3.5 weeks </li></ul><ul><li>Implementation Team Training 1 day </li></ul><ul><li>Prototype Build 3 days </li></ul><ul><li>Configuration 6 weeks </li></ul><ul><li>User Acceptance Testing 3 weeks </li></ul><ul><li>End-user Training 2 days </li></ul><ul><li>Overall 3-4 months </li></ul>
  53. 53. Configuration - Setup Tables
  54. 54. Additional Changes <ul><li>Change the field label from “Minimum Pay” to “Current Pay” </li></ul><ul><li>Inactivate “Personal” and “Both” as a reference types </li></ul><ul><li>Increase the size of the Terms & Agreement section </li></ul><ul><li>Hide “Skills Family” on Advanced Search for Applicants </li></ul><ul><li>Remove “Consider me for these Job Families” </li></ul><ul><li>Suppress Geographic Preferences </li></ul><ul><li>Increase the number of attachments that are visible (up to five display) </li></ul><ul><li>Inactivate “Take Action” options: </li></ul><ul><ul><li>Route Applicant </li></ul></ul><ul><ul><li>Forward Applicant </li></ul></ul><ul><ul><li>Manage Applicant Contracts </li></ul></ul><ul><ul><li>Pre-Employment Check </li></ul></ul><ul><ul><li>Create Salary Package Model </li></ul></ul><ul><ul><li>Evaluate Competencies </li></ul></ul>
  55. 55. Email Notifications
  56. 56. The Recruiter Dashboard Mystery
  57. 57. Setting Up the Dashboard
  58. 58. New Approval Management (AWE) Hiring Manager Submits Job Opening Recruiting Manager Approves, Denies, or “pushes back” with comments
  59. 59. ePerformance Approach <ul><li>Build project schedule and charter (performance cycle) </li></ul><ul><li>Assess performance program design / changes </li></ul><ul><li>Define project team, manager training </li></ul><ul><li>Analyze related processes and potential improvement </li></ul><ul><li>Document “fit/gap” and use of delivered processes </li></ul><ul><li>Configure tables and document templates </li></ul><ul><li>Prototype using “conference room” pilots </li></ul><ul><li>Develop feature and functionality “wish list” </li></ul><ul><li>Identify impact on corporate culture, change management needs </li></ul>Team Training Fit/Gap Analysis Configure Test Deploy
  60. 60. ePerformance Case Study <ul><li>8,000 employees </li></ul><ul><li>Global HCM Platform </li></ul><ul><li>Basic eProfile on </li></ul><ul><li>Moving to more MSS functions </li></ul><ul><li>Performance management = high priority </li></ul>
  61. 61. ePerformance Approach <ul><li>Build project schedule and charter (performance cycle) </li></ul><ul><li>Assess performance program design / changes </li></ul><ul><li>Define project team, manager training </li></ul><ul><li>Analyze related processes and potential improvement </li></ul><ul><li>Document “fit/gap” and use of delivered processes </li></ul><ul><li>Configure tables and document templates </li></ul><ul><li>Prototype using “conference room” pilots </li></ul><ul><li>Develop feature and functionality “wish list” </li></ul><ul><li>Identify impact on corporate culture, change management needs </li></ul>Team Training Fit/Gap Analysis Configure Test Deploy
  62. 62. Improve the Process PeopleSoft ePerformance
  63. 63. ePerformance Functionality <ul><li>Structured and Non-Structured Reviews </li></ul><ul><ul><li>Annual, Periodic, Unscheduled Check-ins </li></ul></ul><ul><li>Performance Note Taking </li></ul><ul><li>Ongoing Career Development Strategies </li></ul><ul><li>Approval Workflow Management </li></ul><ul><li>Notifications and Ticklers </li></ul><ul><li>Flexible Design Structure and Templates </li></ul><ul><ul><li>Sections, Weightings, Ratings, Free Form Content </li></ul></ul><ul><li>Historical Archival </li></ul><ul><li>Integration with Other Processes </li></ul><ul><ul><li>Compensation, Learning, Org Development, Competency </li></ul></ul><ul><li>Performance Management “Guidance” </li></ul><ul><ul><li>Language sensitivity, results writing, developmental tips </li></ul></ul><ul><li>Imbedded Analytics </li></ul>
  64. 64. Online Forms Structure
  65. 65. Analytics and Reporting
  66. 66. Configuring Processes
  67. 67. Document Interaction Manager Document Performance Document <ul><li>Mission </li></ul><ul><li>Initiatives </li></ul><ul><li>Goals </li></ul><ul><li>Responsibilities </li></ul><ul><li>Development Tips </li></ul><ul><li>Competencies </li></ul><ul><li>Employee Ratings </li></ul><ul><li>Peer Ratings </li></ul><ul><li>Manager Ratings </li></ul><ul><li>Employee Comments </li></ul><ul><li>Manager Comments </li></ul><ul><li>Overall Rating </li></ul>Template PERF2007 (BU Management Staff) Doc Sections Participant Rules Security <ul><li>Mission </li></ul><ul><li>Initiatives </li></ul><ul><li>Goals </li></ul><ul><li>Responsibilities </li></ul><ul><li>Competencies </li></ul><ul><ul><li>Items + Subitems </li></ul></ul><ul><li>Comments </li></ul>Development Document Template DEVL2007 (BU Corp Admin) Employee Document <ul><li>Mission </li></ul><ul><li>Initiatives </li></ul><ul><li>Goals </li></ul><ul><li>Responsibilities </li></ul><ul><li>Competencies </li></ul><ul><li>Employee Ratings </li></ul><ul><li>Employee Comments </li></ul><ul><li>Summary Comments </li></ul>Peer Document <ul><li>Competencies </li></ul><ul><li>Peer Ratings </li></ul><ul><li>Peer Comments </li></ul><ul><li>Summary Comments </li></ul>Peer Document <ul><li>Competencies </li></ul><ul><li>Peer Ratings </li></ul><ul><li>Peer Comments </li></ul><ul><li>Summary Comments </li></ul>Peer Document <ul><li>Competencies </li></ul><ul><li>Peer Ratings </li></ul><ul><li>Peer Comments </li></ul><ul><li>Summary Comments </li></ul>Approvals <ul><li>Employee Ratings </li></ul>Employee Comments <ul><li>Peer Ratings </li></ul>Emp Notes Mgr Notes Emp Dev Plan Competency Items Competency Ratings Self Evaluation Mentor Review
  68. 68. Final Forms Design
  69. 69. ePerformance Notifications
  70. 70. Summary <ul><li>Q&A </li></ul>
  71. 71. WorkStrategy, Profile WorkStrategy is an HR technology management firm providing strategic planning, vendor selection, ROI analysis, process improvement, and application implementation services. As an Oracle partner, we specialize in PeopleSoft HCM application and HR management services such as implementation & upgrades, process improvement, recruiting solutions, compensation and performance management, enterprise learning, benefits administration, manager self-service, and portal deployment. Our consultants are regarded as leaders in the Human Resource Management field and possess a unique reputation for exceeding customer expectations. Our solutions are designed to maximize your investment in technology and people. We incorporate strategies for building culture and removing roadblocks to workforce productivity in each of our methodologies. WorkStrategy, Inc. 5565 Sterrett Place, Suite 401 Columbia, MD 21044 workstrategy.com 410.715.1020 main
  72. 72. About WorkStrategy <ul><li>WorkStrategy is an HR technology management firm providing strategic planning, vendor selection, process improvement, and software implementation services. </li></ul><ul><li>As an Oracle partner, we specialize in PeopleSoft HCM and related HR management services such as project management, training, implementations, and application upgrades. WorkStrategy assists customers with cost/benefit studies, workflow design, and manager self service deployment. </li></ul><ul><li>Our consultants are regarded as leaders in the Human Resource Management field and possess a unique reputation for exceeding customer expectations. Our solutions are designed to maximize your investment in technology and people. We incorporate strategies for building culture and removing roadblocks to workforce productivity in each of our methodologies. </li></ul>Contact Melinda Broome VP, Business Development 404.895.8084 [email_address] WorkStrategy, Inc. 5565 Sterrett Place Suite 401 Columbia, MD 21044 workstrategy.com 410.715.1020 main

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