Time & labor toolbox the tools you need for a successful implementation to people soft hcm 9.1


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Planning to implement Time & Labor? Join us as we give you the tools you need to be successful. Learn about the exciting new features and functionality from a senior PeopleSoft HCM solutions expert.

This online learning session is designed to give you insights on successful project approaches, strategies and methodologies that should be adopted when facing some of the unique challenges and opportunities with Time & Labor for HCM 9.1. The discussion will focus on the key new features, a view of the business process flow and how these enable organizations to function better and maximize ROI.

Come hear what real PeopleSoft HCM users are experiencing with their Time & Labor implementation to Release 9.1. Feel free to bring any questions you may have as we give you the tools you need to be successful.

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Time & labor toolbox the tools you need for a successful implementation to people soft hcm 9.1

  1. 1. Time & Labor Toolbox : The Tools You Need For A Successful Implementation to PeopleSoft HCM 9.1 Ajit Sawant May 12 th , 2011
  2. 2. Hexaware Overview: Key Facts <ul><li>The Green Edge Award 2010 for using IT to maximize business impact. </li></ul><ul><li>Leaders category for The 2010 Global Outsourcing 100 by IAOP </li></ul><ul><li>Ranked N0: 18 in the NASSCOM’s Top 20 IT Service Providers India (2009-2010) </li></ul><ul><li>Top 100 Innovative service Provider by Global Services </li></ul><ul><li>CIO 100 Ingenious Award </li></ul><ul><li>Best Employers for five consecutive years (2005 – 2009) </li></ul><ul><li>Ranked amongst the 500 best performing Mid-sized Companies in India by Inc.India for outstanding ingenuity and determination shown during the toughest of the economic times. </li></ul>6,664 Employees globally (Mar ’11) 50 Million dollar clients (Mar ’11) 32 Offices worldwide 180 Active Clients served worldwide (Mar ’11) 231.2 $ mn Revenues in CY ’10 Delivery centers in Mumbai, Chennai, Nagpur, Pune, Mexico, Bangalore, New Jersey Certifications CMMI Level 5, ISO 9001 & ISO 27001, SAS 70 Type II, PCIDSS Industry Recognitions Golden Peacock Award
  3. 3. <ul><li>Introduction </li></ul>
  4. 4. Session Agenda <ul><li>Introduction and Background </li></ul><ul><li>What is Time and Labor? </li></ul><ul><li>Past Impressions and How They Are Addressed </li></ul><ul><li>Key Process of time and Labor </li></ul><ul><li>Business Benefit of 9.1 </li></ul><ul><li>Implementation Considerations </li></ul><ul><li>Q&A </li></ul>
  5. 5. What Is Time & Labor? Time Reporters can be any employee or non-employee whose time is reported or generated through Time and Labor Time & Labor is redesigned in 9.1 for better look and feel compared to lower version You must explicitly enroll each person for whom time will be reported or created as a time reporter Employees and non-employees do not automatically participate in the Time and Labor system, when added to the Human Resources database Using Time and Labor module it is easy to configure company over time, holiday and absence related pay policies The Time & Labor module provides you with a location to store all time reporter data within your organization
  6. 6. What You Can Do with Time & labor? <ul><li>Track hours worked for Elapsed Employees </li></ul><ul><li>Clock time worked for punch Employees </li></ul><ul><li>Track time to pay for Hourly Employees </li></ul><ul><li>Track exception-time only for Salaried Employees </li></ul><ul><li>Integrate with HR, Payroll, Absence Management </li></ul><ul><li>Track time allocations for GL and Project allocations </li></ul><ul><li>Integrate with separate Clock hardware devices </li></ul><ul><li>Inbuilt reports on Payable Status, Time Card, Schedule Hours etc </li></ul>
  7. 7. Basic Process flow of Time & Labor Key or Load time into Timesheet for each Time Reporter All Employees are Time Reporters. Time Admin takes in Timesheet, validates it and produces either Payable Time or Exceptions. Only Payable Time can be sent to Payroll. Exceptions must be cleared. Process time through Time Administration to produce Payable Time or Exceptions Exceptions Must be corrected in timesheet and processed thru Time Admin again to produce Payable Time Payable Time is ready to go to Payroll and ready to be paid
  8. 8. Key Process of Time & Labor - Process Flow Scheduled Time Reported Time Mass Time Reporting Global Payroll Absence Absence Transactions Time Admin Payable Time Payroll Approve Reported Time Approve Payable Time Exception Resolve Web Clock TCD Device
  9. 9. <ul><li>Past Impressions and How They Addressed </li></ul>
  10. 10. Past Impressions of PeopleSoft Time & Labor <ul><li>Common pain points faced by customer </li></ul><ul><li>Time Entry Pages are too rigid and do not display necessary information </li></ul><ul><li>Unavailability of Rule migration tool </li></ul><ul><li>Approvals are not flexible enough </li></ul><ul><li>Rules Processing is too slow and too complicated </li></ul>
  11. 11. Impressions – Addressed <ul><li>Time Entry Pages are too rigid and do not display necessary information </li></ul><ul><ul><li>Time Reporting Templates allow configuration to view or hide selected fields </li></ul></ul><ul><ul><li>Timesheet page displays leave balances and categorized time entry (Time Worked, Time Off, etc.) </li></ul></ul><ul><li>Approvals are not flexible enough </li></ul><ul><ul><li>Approvals also allowed at Reported & payable Time level, before Time Administration </li></ul></ul><ul><li>Rules Processing is too slow and too complicated </li></ul><ul><ul><li>Technical updates made to Time Administration </li></ul></ul><ul><ul><li>Additional rule templates created </li></ul></ul><ul><li>Unavailability of Rule migration tool </li></ul><ul><ul><li>Rule migration tool delivered </li></ul></ul>
  12. 12. <ul><li>How Does Time & Labor Look Like? </li></ul>
  13. 13. Process Implemented in Time and Labor <ul><li>Enrolling Time Reporters </li></ul><ul><li>Assigning Work Schedules </li></ul><ul><li>Timesheet Entry sources </li></ul><ul><li>Web Clock </li></ul><ul><li>Timeshee t (Employee Self Service & Manager Self Service) </li></ul><ul><li>Time Clock Devices </li></ul><ul><li>Timesheet template control </li></ul><ul><li>Time Approval Pages </li></ul><ul><li>Reported Time </li></ul><ul><li>Payable Time </li></ul><ul><li>Time and Labor Security </li></ul><ul><li>North American Payroll Integration process </li></ul>
  14. 14. Time and Labor Enrollment
  15. 15. Assign work schedule
  16. 16. Assign work schedule <ul><li>When an employee is enrolled as a Time Reporter through the Enroll Time Reporter link on the Job Data – Employment page, the system creates an automated schedule enrollment flagged as “Use Default Workgroup Schedule.” </li></ul><ul><li>Any employee enrolled as a time reporter through the Time & Labor module must have a schedule assigned manually. Employee-level schedule enrollments are required for exception time reporters </li></ul>
  17. 17. Timesheet Entry sources - Web Clock
  18. 18. Timesheet Entry sources - Timesheet
  19. 19. Timesheet Template Control
  20. 20. Timesheet template control ( contd…)
  21. 21. Approve Reported Time
  22. 22. Approve Payable Time
  23. 23. Time and Labor Security <ul><li>Static Group </li></ul><ul><li>Comprises users who meet the selection criteria defined on the Selection Criteria page. </li></ul><ul><li>Membership does not change unless you add or remove members or change the selection criteria </li></ul><ul><li>Dynamic Group </li></ul><ul><li>The process uses the date that the program runs to determine which time reporters satisfy the group selection criteria. </li></ul><ul><li>Dynamic groups are resolved at run time for batch processes, but the group detail tables are not permanently updated. </li></ul><ul><li>Refreshing dynamic groups within the group or using the Refresh Dynamic Group batch process will update the group detail tables. </li></ul><ul><li>Time Administration and other batch processes call and refresh the group population as of start date that you specify on the run control page. </li></ul><ul><li>If you do not enter a start date, they system uses current data for processing, but does not refresh the group details for other processes </li></ul>
  24. 24. Dynamic Group Security
  25. 25. North American Payroll Integration process
  26. 26. Enhanced Load Performance <ul><li>Run control page have “Processing Option” like Load </li></ul><ul><li>All Time </li></ul><ul><ul><li>Prior Period Time </li></ul></ul><ul><ul><li>Filtered Time </li></ul></ul><ul><li>Filters can be used for both On and Off-Cycle By </li></ul><ul><ul><li>Earnings Code </li></ul></ul><ul><ul><li>EmplID, Empl Rcd </li></ul></ul><ul><ul><li>Company, Paygroup </li></ul></ul><ul><ul><li>Range of Dates </li></ul></ul><ul><li>Enhanced Error Reporting </li></ul><ul><ul><li>Two online pages to view unprocessed reported and payable time </li></ul></ul>
  27. 27. <ul><li>What Are The Business Benefits Of Time & Labor? </li></ul>
  28. 28. Business Benefit of 9.1 <ul><li>Integration with Oracle Workforce Scheduling </li></ul><ul><li>Adoption of PeopleSoft’s Robust Approval Framework for Approvals and Delegations </li></ul><ul><li>Provide Time Reporting Codes to Enhance Mass Time Reporting </li></ul><ul><li>Import/Export Rules via an Online Tool. Using this feature will eliminate the need to have rules reentered. </li></ul><ul><li>Greater Synchronization and Integration Between HCM and Financials with Full Project Chatfield Integrations </li></ul><ul><li>Enhancements to enrolling time reporters </li></ul><ul><li>Enhanced Load Performance </li></ul><ul><li>Mass Time reporting in Time and Labor 9.1 filters common time reporting codes availability based on select groups of employees. This prevents invalid Time Reporting Code exception generation for reported time via Mass Time. </li></ul><ul><li>Integration with Clairvia enables you to send employee reported punch time, leave balances, and payable time to Clairvia, and then receive employee work schedule and scheduled leave information back from Clairvia. </li></ul>
  29. 29. <ul><li>What Are The Implementation Considerations? </li></ul>
  30. 30. Time & Labor Implementation Considerations <ul><li>If you are on 8.9 with other modules and planning to implement T&L with minimal customizations. An upgrade to 9.1 would not cause significant loss of efforts. </li></ul><ul><li>If you are expecting customizations in T&L Approval workflow, Time Reporting and Time Approval processes then prefer to go for an upgrade first. </li></ul><ul><li>If you have deferred mapping of Time Period to North American Pay Period, then customizations are required in 8.9 or lower version. This feature is delivered in higher version. </li></ul><ul><li>In 9.1, No significant functional or technical changes delivered from 8.9 to 9.1 </li></ul><ul><li>If you are on an 8.9 or earlier version, prefer Implementing T&L along with 9.1 upgrade. </li></ul><ul><li>No signifiant changes in reports </li></ul>
  31. 31. <ul><li>Q&A Session </li></ul>
  32. 32. <ul><li>Thank You </li></ul>Email: ajits@hexaware.com