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Leveraging Self-Service Applications to Improve Efficiencies & Increase Data Accuracy   Empowering Employees – Improving O...
Agenda <ul><li>Introductions </li></ul><ul><li>What is Self-Service  </li></ul><ul><li>Economic Conditions  </li></ul><ul>...
LBi Software <ul><li>Over 20 years Human Capital Management Focus </li></ul><ul><li>Experience with Packaged Software Solu...
What is a Self-Service Application <ul><li>An application that: </li></ul><ul><ul><li>Allows the end-user (employee) to pe...
Basic W-2 Access
Current Economic Conditions <ul><li>Current Business Directions </li></ul><ul><li>Navigate current economy </li></ul><ul><...
Cost Reduction Through Self Service Strategies
 
Self-Service Apps <ul><li>Automate manual processes </li></ul><ul><li>Eliminate paper based systems  </li></ul><ul><li>Pro...
Benefits of Self-Service <ul><li>Extends the reach of the solution to include: </li></ul><ul><ul><li>More users </li></ul>...
Web Based Self-Service <ul><li>Potential for greatest ROI </li></ul><ul><ul><li>Reduces calls/visits to HR </li></ul></ul>...
Chrysler Digital Owner Manuals <ul><li>Starting in 2010 </li></ul><ul><ul><li>DVD based owners manuals </li></ul></ul><ul>...
Wiki Technology in Business <ul><li>Wiki slide </li></ul>
Self-Service Expectations <ul><li>Used to be nice-to-have </li></ul><ul><li>Familiar concept: </li></ul><ul><ul><li>Online...
Employee Self-Service <ul><li>Browser Based access via </li></ul><ul><ul><li>Intranet </li></ul></ul><ul><ul><li>Internet ...
Payroll <ul><li>View Paycheck </li></ul><ul><li>View W2 </li></ul><ul><li>W4 Election </li></ul><ul><li>Tax Implications <...
Basic W-2 Access
Expanded Access
Expanded Access
Benefits Access <ul><li>New Employee Enrollment </li></ul><ul><li>Existing Employee Maintenance </li></ul><ul><ul><li>Revi...
Benefits Access
Contact  Information <ul><li>Personal Data </li></ul><ul><ul><li>Name & Address </li></ul></ul><ul><ul><li>Corporate Annou...
Time & Attendance <ul><li>Track PTO  </li></ul><ul><ul><li>Vacation  </li></ul></ul><ul><ul><li>Sick Days </li></ul></ul><...
Time Card Management
Methods of Integration <ul><li>Leverage PeopleSoft APIs and Web Services </li></ul><ul><li>Leverage Vendor Software as a S...
PeopleSoft APIs <ul><li>Leverage PeopleTools: </li></ul><ul><ul><li>Component Interface </li></ul></ul><ul><ul><li>Integra...
Employee Advantages <ul><li>I can access my data: </li></ul><ul><ul><li>when I have the time </li></ul></ul><ul><ul><li>Wh...
Employee Advantages <ul><li>Enroll in employee programs  </li></ul><ul><ul><li>Benefits and Training </li></ul></ul><ul><l...
Company Advantages <ul><li>Automate costly processes online </li></ul><ul><ul><li>Reduce dependencies on paper forms </li>...
How to get Started <ul><li>LBI Discovery Process for HCM </li></ul><ul><li>Designed to uncover and document the business c...
Our Suggestions <ul><li>How is the Discovery Process Accomplished: </li></ul><ul><li>Jointly defining business requirement...
Questions
Thank You! <ul><li>Al Burroughs </li></ul><ul><li>Mike DeNezzo </li></ul><ul><li>Richard Teed </li></ul><ul><li>For more i...
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Leveraging Employee Self Service

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This session will discuss the advantages of pairing self-service portals with critical employee functionality in online benefit enrollment and time and attendance tracking that effectively reduces costs and improves the data quality in HCM solutions. We will discuss and highlight the potential ROI, areas for cost savings and demonstrate the ease of use and integration to packaged HR solutions and legacy systems.

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Leveraging Employee Self Service

  1. 1. Leveraging Self-Service Applications to Improve Efficiencies & Increase Data Accuracy   Empowering Employees – Improving Operations Al Burroughs Mike DeNezzo Richard Teed LBi Software July 21, 2010
  2. 2. Agenda <ul><li>Introductions </li></ul><ul><li>What is Self-Service </li></ul><ul><li>Economic Conditions </li></ul><ul><li>Assessing Potential Returns </li></ul><ul><li>Advantages </li></ul><ul><li>Getting Started with ESS </li></ul><ul><li>Q & A </li></ul>
  3. 3. LBi Software <ul><li>Over 20 years Human Capital Management Focus </li></ul><ul><li>Experience with Packaged Software Solutions </li></ul><ul><ul><li>Oracle </li></ul></ul><ul><ul><li>PeopleSoft </li></ul></ul><ul><ul><li>JD Edwards </li></ul></ul><ul><li>Active Participant in Quest & RUG Events </li></ul><ul><li>Team culture – average tenure is 9 years </li></ul><ul><li>Platform independent </li></ul><ul><li>Process oriented </li></ul>
  4. 4. What is a Self-Service Application <ul><li>An application that: </li></ul><ul><ul><li>Allows the end-user (employee) to perform certain functions themselves: </li></ul></ul><ul><ul><ul><li>Changes to direct deposit </li></ul></ul></ul><ul><ul><ul><li>Updates to tax forms </li></ul></ul></ul><ul><ul><li>Expands on an existing HR solutions </li></ul></ul><ul><ul><li>Accesses existing data in HCM solutions </li></ul></ul>
  5. 5. Basic W-2 Access
  6. 6. Current Economic Conditions <ul><li>Current Business Directions </li></ul><ul><li>Navigate current economy </li></ul><ul><ul><li>Still a recession? </li></ul></ul><ul><ul><li>Turning around? </li></ul></ul><ul><li>Prepare for economic turn around </li></ul><ul><li>Reduce costs </li></ul><ul><li>Retain key talent </li></ul>Employer Concerns: “ Employers are still struggling to find that magic formula for controlling costs” *From Deloitte’s Benefits Reward Survey
  7. 7. Cost Reduction Through Self Service Strategies
  8. 9. Self-Service Apps <ul><li>Automate manual processes </li></ul><ul><li>Eliminate paper based systems </li></ul><ul><li>Provide custom information </li></ul><ul><li>Adds: </li></ul><ul><ul><li>New business functionality </li></ul></ul><ul><ul><li>Increases convenience </li></ul></ul><ul><ul><li>Improves data accuracy </li></ul></ul>
  9. 10. Benefits of Self-Service <ul><li>Extends the reach of the solution to include: </li></ul><ul><ul><li>More users </li></ul></ul><ul><ul><li>More functionality </li></ul></ul><ul><li>Reduces costs </li></ul><ul><li>Fast delivery </li></ul><ul><li>Reduces complexity </li></ul><ul><li>Adds business flexibility </li></ul><ul><li>Increases user adoption </li></ul>
  10. 11. Web Based Self-Service <ul><li>Potential for greatest ROI </li></ul><ul><ul><li>Reduces calls/visits to HR </li></ul></ul><ul><ul><ul><li>Questions answered online </li></ul></ul></ul><ul><ul><ul><li>Costs up to 40% less than a call or visit </li></ul></ul></ul><ul><ul><li>Better communications </li></ul></ul><ul><ul><ul><li>Less confusion, fewer questions </li></ul></ul></ul><ul><ul><ul><li>Better decisions </li></ul></ul></ul><ul><ul><ul><li>80% </li></ul></ul></ul><ul><ul><ul><li>Only 20% select new benefit options </li></ul></ul></ul><ul><ul><ul><li>Drive employees to better fit on plans </li></ul></ul></ul>
  11. 12. Chrysler Digital Owner Manuals <ul><li>Starting in 2010 </li></ul><ul><ul><li>DVD based owners manuals </li></ul></ul><ul><ul><li>Eliminates 930 tons of paper </li></ul></ul><ul><ul><li>Saves 20,000 trees </li></ul></ul><ul><ul><li>Copies available online </li></ul></ul><ul><ul><li>Adds new Video features </li></ul></ul><ul><ul><ul><li>tours </li></ul></ul></ul><ul><ul><ul><li>Tutorials </li></ul></ul></ul>
  12. 13. Wiki Technology in Business <ul><li>Wiki slide </li></ul>
  13. 14. Self-Service Expectations <ul><li>Used to be nice-to-have </li></ul><ul><li>Familiar concept: </li></ul><ul><ul><li>Online Banking </li></ul></ul><ul><ul><li>Online Shopping </li></ul></ul><ul><ul><li>Amazon.com </li></ul></ul><ul><ul><li>Tirerack.com </li></ul></ul><ul><li>Self Service payback </li></ul><ul><ul><li>Employee satisfaction/retention </li></ul></ul><ul><ul><li>Searchable knowledge bases </li></ul></ul><ul><ul><li>Reduction in costs </li></ul></ul>
  14. 15. Employee Self-Service <ul><li>Browser Based access via </li></ul><ul><ul><li>Intranet </li></ul></ul><ul><ul><li>Internet </li></ul></ul><ul><li>Integrated to HR </li></ul><ul><ul><li>Payroll </li></ul></ul><ul><ul><li>Benefits </li></ul></ul><ul><ul><li>Personal Information </li></ul></ul><ul><ul><li>Time & Attendance </li></ul></ul>
  15. 16. Payroll <ul><li>View Paycheck </li></ul><ul><li>View W2 </li></ul><ul><li>W4 Election </li></ul><ul><li>Tax Implications </li></ul><ul><li>What-If Capabilities </li></ul><ul><ul><li>Retirement modeling </li></ul></ul><ul><ul><li>W2 modeling </li></ul></ul><ul><ul><li>Take home pay impact </li></ul></ul>
  16. 17. Basic W-2 Access
  17. 18. Expanded Access
  18. 19. Expanded Access
  19. 20. Benefits Access <ul><li>New Employee Enrollment </li></ul><ul><li>Existing Employee Maintenance </li></ul><ul><ul><li>Review </li></ul></ul><ul><ul><li>Update </li></ul></ul><ul><li>Up to Date Summaries </li></ul><ul><ul><li>Health and Welfare </li></ul></ul><ul><ul><li>401K Review </li></ul></ul><ul><li>Link to Provider Site </li></ul>
  20. 21. Benefits Access
  21. 22. Contact Information <ul><li>Personal Data </li></ul><ul><ul><li>Name & Address </li></ul></ul><ul><ul><li>Corporate Announcements/Links </li></ul></ul><ul><ul><li>Beneficiaries </li></ul></ul><ul><ul><li>Emergency contacts </li></ul></ul>
  22. 23. Time & Attendance <ul><li>Track PTO </li></ul><ul><ul><li>Vacation </li></ul></ul><ul><ul><li>Sick Days </li></ul></ul><ul><ul><li>Jury Duty </li></ul></ul><ul><ul><li>Personal Days </li></ul></ul><ul><li>Manage Time Sheets </li></ul><ul><li>Submit Time Sheets </li></ul>
  23. 24. Time Card Management
  24. 25. Methods of Integration <ul><li>Leverage PeopleSoft APIs and Web Services </li></ul><ul><li>Leverage Vendor Software as a Service (SaaS) </li></ul><ul><li>Direct Data Integration </li></ul>
  25. 26. PeopleSoft APIs <ul><li>Leverage PeopleTools: </li></ul><ul><ul><li>Component Interface </li></ul></ul><ul><ul><li>Integration Broker </li></ul></ul><ul><ul><li>Integration Tools and Utilities </li></ul></ul><ul><ul><li>MultiChannel Framework </li></ul></ul><ul><ul><li>Internet technology </li></ul></ul><ul><ul><li>EDI Manager </li></ul></ul><ul><ul><li>Forms Routing </li></ul></ul><ul><ul><li>Open Query ODBC Driver and API </li></ul></ul><ul><ul><li>PeopleCode: </li></ul></ul><ul><ul><ul><li>Application Messaging Class </li></ul></ul></ul><ul><ul><ul><li>Business Interlink Class </li></ul></ul></ul><ul><ul><ul><li>File Class </li></ul></ul></ul><ul><ul><ul><li>Internet Script Class (iScript) </li></ul></ul></ul><ul><ul><ul><li>Java Class </li></ul></ul></ul>
  26. 27. Employee Advantages <ul><li>I can access my data: </li></ul><ul><ul><li>when I have the time </li></ul></ul><ul><ul><li>When I have the need </li></ul></ul><ul><li>Access Payroll Information </li></ul><ul><ul><li>Earnings & Tax History </li></ul></ul><ul><ul><li>Withholdings </li></ul></ul><ul><li>Extremely Convenient </li></ul><ul><li>Time savings </li></ul>
  27. 28. Employee Advantages <ul><li>Enroll in employee programs </li></ul><ul><ul><li>Benefits and Training </li></ul></ul><ul><li>Access and submit/approve timecards </li></ul><ul><li>View accrued vacation time </li></ul><ul><ul><li>Submit Time-off Requests for Manager's Approval </li></ul></ul>
  28. 29. Company Advantages <ul><li>Automate costly processes online </li></ul><ul><ul><li>Reduce dependencies on paper forms </li></ul></ul><ul><ul><li>Improved data accuracy </li></ul></ul><ul><li>Increase Efficiencies </li></ul><ul><li>Improve Employee Satisfaction </li></ul><ul><ul><li>More control </li></ul></ul><ul><ul><li>Better service </li></ul></ul>
  29. 30. How to get Started <ul><li>LBI Discovery Process for HCM </li></ul><ul><li>Designed to uncover and document the business challenges and potential returns in the upgrading of old processes and/or the building of new Self-Service solutions. It will assist you in documenting the: </li></ul><ul><ul><li>Business requirements </li></ul></ul><ul><ul><li>Impacted business functions </li></ul></ul><ul><ul><li>Suspected business problems </li></ul></ul><ul><ul><li>Potential ROI </li></ul></ul><ul><ul><li>Project justifications </li></ul></ul>“ only 30% of all Enterprise Software features are implemented by Users.” Oracle presentation at Philadelphia RUG conference
  30. 31. Our Suggestions <ul><li>How is the Discovery Process Accomplished: </li></ul><ul><li>Jointly defining business requirements </li></ul><ul><li>Completely documenting project justifications </li></ul><ul><li>Fully assessing project costs & savings </li></ul><ul><li>Outcome of the Discovery Process Service: </li></ul><ul><li>recommend a design and document a templated solution that meets the customer requirements </li></ul>Understanding and Documenting the Business Problem and Potential ROI
  31. 32. Questions
  32. 33. Thank You! <ul><li>Al Burroughs </li></ul><ul><li>Mike DeNezzo </li></ul><ul><li>Richard Teed </li></ul><ul><li>For more information: </li></ul><ul><li>www.LBisoftware.com </li></ul>

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