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5.11 lowry
PeopleSoft HCM 9.0 focuses on workforce optimization, talent management, and becoming an employer of choice. Key features include improved profile management, learning management, performance management, and talent acquisition tools. The release also includes enhancements to approvals/delegations, change impact analysis, reporting, and global HR/payroll capabilities to better support new markets.
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5.11 lowry
- 1. PeopleSoft HCM 9.0:Release Highlights Rob Lowry Sr. Sales Consultant January 17, 2007/NorCal OAUG 2007 Training Day
- 2. The following isintended 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 decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
- 3. Agenda What’s Newin PeopleSoft HCM 9.0 Where to Find Additional Information
- 4. PeopleSoft HCM 9.0Themes PeopleSoft HCM 9.0 “ Focus on Workforce Optimization” Enterprise-Wide Talent Management Addressing the “Aging & Retiring Workforce” and Becoming an “Employer of Choice” Extended Value with Standardized, Innovative Technology Improved Governance & Compliance to Lower Risk Lean Business Processes Enabling New Markets and New Companies with Global Human Resources, Payroll, and Benefits Superior Ownership Experience Reducing Costs While Improving HR Service, Globally
- 5. Enterprise-Wide Talent ManagementAddressing the “Aging & Retiring Workforce” and Becoming an “Employer of Choice” Theme Highlights Profile Management Enterprise Learning Management eDevelopment ePerformance Theme Solution Learning Management ePerformance eDevelopment Workforce Scheduling Candidate Gateway Talent Acquisition Manager Workforce Planning Workforce Rewards Workforce Scorecard Services Procurement Theme Value Ensure the organization’s success and longevity Maintain competitive edge by proactively responding to market changes Recruit, hire and retain the best talent in the marketplace
- 6. The Talent LifeCycle Talent Planning Career Planning Learning & Development Compensation Measure and Report Succession Planning Recruiting Performance Management
- 7. New! Profile ManagementDefining Recruiting Measuring Developing Advancing and Rewarding The foundation for establishing consistent, standard yet flexible attributes for the purpose of… … your talent
- 8. Recruiting Solutions EnhancementsConfigurable Offer Letters Online Contact Management Automatic contact notes generated by interview and offer letter Add Notes at any phase during the recruiting process Enhanced timezone support OFCCP
- 9. ePerformance Enhancements Viewlearning within the context of a performance evaluation Link to learning system to recommend new courses Flexible Approvals and Delegations Printable, Configurable Performance Document Document cloning Roll content forward between review periods Use same review criteria for multiple individuals
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- 11. Enterprise Learning Management9.0 Certification and Compliance Nested certifications Configurable expirations Waivers, equivalencies Program requirement push Enhanced integration with PeopleSoft HCM Fully supports Person Model and Multiple Jobs Enhanced EIP Processing and Error Handling Profile Management, ePerformance Usability Improvements (Learner, Manager, Administrator) Disconnected Learning – Certified Integration with Backweb
- 12. Extended Value withStandardized, Innovative Technology Improved Governance & Compliance to Lower Risk Theme Highlights XML Publisher Adoption Approvals and Delegation Framework Change Impact Analyzer Theme Solution HCM Warehouse Portal EPM (Workforce Analytics) All Self Service Apps Help Desk for HR Fusion Middleware Workforce Planning Workforce Rewards Workforce Scorecard Theme Value Make decisions with the right data at your fingertips Increase compliance and reduce risk Make HR a strategic partner within the organization
- 13. New! Introducing XMLPublisher Document Management Made Easy! How XML Publisher Works Leverages XML Technology to tag data elements Deployable to end users to create their own reports Uses security to ensure data is accessible to authorized users How You Can Use XML Publisher Create reports using standard desktop publishing tools Microsoft Office Microsoft Excel Adobe Acrobat Create your Business Documents as repeatable forms and reports Printed certificates, authorizations, etc
- 14. Extract Once –Publish Multiple Times Employee Data Finance XML EFT Excel HTML PDF Different Templates For different output formats XSL HR CEO Employees XML Government XML Publisher
- 15. Approvals and DelegationFramework Common Approvals Framework for most Transactions Common Delegation Framework Workflow-driven delegation Defined period of time or open-ended Proxy Management Full Delegation Administration Manage delegations Review and Revoke
- 16. Approval and DelegationsFramework Online Configuration
- 17. Change Impact AnalyzerThe Problem: Customers asked for a better way to manage fixes and patches Oracle needed to provide more robust guidance for testing The Solution: PeopleSoft Change Impact Analyzer (PSCIA) How: Identifies application impact Highlights business processes requiring testing Displays navigation paths affected by a patch Generic tools (Java app) support multiple versions of PeopleTools as far back as PT8.20 (8.1x) and 8.4x
- 18. Change Impact AnalyzerAn Administrator’s View Select a Change Package Select Objects Select Rules
- 19. Mass Update Companywide compensation increase Department transfers Job code changes Labor Agreement changes Reorganizations
- 20. Improved! Mass UpdateMake data changes to a large group of employees Improved performance through multi-threaded processing New Preview step for data validation Improvements in user experience Expanded data availability RESET Button
- 21. Person Management EnhancementsERN Delete Full support for Person Model Delete specific portions of an employee record rather than entire employment record Person of Interest Payees Allow certain POIs to receive benefits and/or pay Online I-9 Processing Includes employee- and employer-driven workflow Allows for full documentation and storage of I-9 information
- 22. Person Management Enhancements(cont) Contract Enhancements for Contingent Workers Track and Associate at contract or task/subcontract level Workforce Job Summary Full Job Summary for Employees and Contingent Workers Document Badges and Security Clearances (USF) Temporal-Item Tracking Store and track date-sensitive items, such as badges, permits, etc Hire Contingent Workers as US Federal Employees
- 23. Benefits Solutions BaseBenefits New Plan Type Support Long-term care, Wellness, Legal and Health Spending Plans Flexible Premium Options & Calculations Formula-based calculations Split premiums by tax classes for employees and employers Enhanced Plan Management Hardship withdrawal management available for all savings plans Flexible limit processing for contributory plans
- 24. Benefits Solutions (cont)eBenefits Enhanced enrollment process Optional Certification of eligible Dependents and elections Benefits Administration Dependent Management Allow over-age dependents to remain in a plan Plan Management Movement between plans is now allowed while maintaining covered dependents and coverage codes
- 25. Principles of Time& Pay Greater Control Heightened compliance and product integration. Increased Flexibility Delivered processes to enable operational success. Deeper Visibility Meaningful data insight.
- 26. Greater Control StreamlinedProduct Integration Absence Management Time & Labor Payroll
- 27. Greater Control DecisionSupport and Action Data Reconciliation Delivered Reports and Notifications highlight data conflicts Online filters for data matching Links to take action on issues Ability to Re-Process Time Re-process by employee or pay group Global Payroll Data Archive Template Archive historical data (i.e. Calculation, Banking and GL Results)
- 28. Increased Flexibility EffectiveData Management T&L/Payroll Data Filters Select by Employee, Group or Earnings Create Separate Checks Delivered Reversal Functionality Select if data can be re-processed or cancelled Status codes and data sent back to Time & Labor On-Demand / Off-Cycle Processing Delivered, configurable dashboard for processing off-cycle request Global Payroll Trigger and Packaging Enhancements U.S. Garnishment Functionality Delivered, rule-driven garnishment module
- 29. Deeper Visibility SingleTimesheet for Absence and Time Data Employees Can: View absence data and worked time in one place. Enter and adjust absences on timesheet. Check absence rules on the timesheet. Managers Can: View full time summary, including planned and reported time Approve a single timesheet for T&L and Absence data Time Administrators Can: Provide real-time visibility in Time & Labor for all time events Ensure that Payable Time reflects the correct cost
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- 31. Deeper Visibility AutomatedForm Management PDF Version of pay check and deposit advice Provides same format for printed and electronic versions Allows for printing on a single page with YTD amounts on all self-service checks, not just the current one Provides configurable availability date for self-service viewing Delivers administrator view of paycheck PDF Version of Year End Forms Provides ability to consent to electronic delivery Provides ability to print forms in legally required format Forms include: W-2 / W-2C / W-2AS / W-2GU / W-2VI (for US) T4 / T4A (for Canada)
- 32. Lean Business ProcessesEnabling New Markets and New Companies with Global Human Resources, Payroll, and Benefits Theme Highlights SmartHire Person Model Enhancements On-line I9 Processing Theme Solution Human Resources Payroll (Global/NA) Oracle Incentive Compensation Benefits Administration Time & Labor Absence Management eBenefits eCompensation eCompensation Manager Desktop ePay eProfile eProfile Manager Desktop Pension Administration Stock Administration Workforce Scheduling Theme Value Grow easily into new regions and markets Ensure accuracy and productivity at all levels Increase employee satisfaction and morale (reduce turnover)
- 33. New! SmartHire Create and Deploy Configurable Hiring Templates Default and hide all common fields to reduce and accelerate entry Include required, optional and custom fields Eliminate complexity: hiring can be performed via eProfile Manager Enable workflow for hiring approvals Supports Person Model and Labor Agreements Leverage Search/Match to avoid duplicate records
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- 37. Improved! Mass UpdateMake data changes to a large group of employees Improved performance through multi-threaded processing New Preview step for data validation Improvements in user experience Expanded data availability RESET Button
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- 40. Key New Features/Functionsin HCM 9.0 NEW FUNCTIONALITY Workforce Management enhancements SmartHire Mass Update Profile Management Recruitment letter I-9 Processing Industry Enhancements for Military & Gov’t/Public Sector Global Payroll enhancements NEW ENABLERS XML Publisher Enhanced Integration for Time/Pay, and Talent Management Approvals and Delegation Framework People Process Tech
- 41. Enterprise Release 9 Drive Superior Ownership Experience Deliver Best-in-Class Business Processes Extend Value Using Next Generation Technology
- 42. Where to FindAdditional Information The following documents detailing HCM 9.0 have been posted to Customer Connection: Statement of Direction Release Value Proposition PreRelease Notes
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Editor's Notes
- #4 [Read slide]
- #6 Talent Management is one of the latest trends in HCM and addresses the growing issue of the shrinking workforce and how to better attract, train and retain key talent. For sales, Talent Management is important because it enables the field to position several products together. It also elevates the the importance of products such as iRecruitment and Learning Management. Key areas of focus for R12 are: Workforce Performance Management Cascading Objectives Appraisal Uplifts Learning Management and iRecruitment Products included in this theme are: iRecruitment, Learning Management, iLearning, Tutor, Self Service Tutor, Self Service HR ( Competency, Development, Compensation Workbench, Performance Management and Succession Planning ) The Value of Talent Management come from an increased ability to be able to remain competitive, run a lean organization, recruit and retain the best talent, and become an “employer of choice”. Some specific value points include: Ensure the organization’s success and longevity Maintain competitive edge by proactively responding to market changes Increase employee retention Cut costs by lowering recruiting overhead
- #7 When talking about Talent Profiles and Objectives be sure to cover job positions and profiles. Rather than looking at a single dimension of your workforce, Talent Management brings together the critical factors that drive employee performance and ultimately organizational success. By understanding how you attract your workforce, you can better prepare your training, and measure success and via performance. What were once very disparate functions and processes are now recognized as being critical success factors. Let’s start at the center of the talent life cycle. Talent Profiles and objectives are competency based criteria for both individuals and jobs. Once competencies have been defined for talent profiles and objectives, they can be integrated into a multitude of HR programs. Competencies are the underpinning of the Talent Management cycle. Let’s take a look at how competencies are integrated into HR as you PLAN your workforce, EVALUATE the workforce, etc. At the top of the wheel we have workforce planning. Workforce planning has two components: demand planning and supply planning. Demand planning is a proactive, mid- to long-term view of the demand for resources within an enterprise. Supply planning focuses on identifying the sources of talent and building up talent pools large enough to meet the anticipated demand If recruiting new talent, or talent acquisition , is your plan move to the next step in the wheel where you will profile new job requisitions, attract candidates, interview, select and then onboard them. Talent acquisition includes permanent hiring, as well as contingent worker hiring. Performance Management -- Now, whether you are looking for employees that fit business needs that you have or you are trying to gain visibility into, or communicate goals to employees you will use performance management. Employee performance management solutions handle goal and objective management, competency management/gap analysis, appraisal definition and management, and assessment definition and management. This functionality is an important linchpin for the talent management application suite. It is integrated with career development, succession planning, learning and compensation management. Learning and development are the next step of the wheel. Let’s say that a performance review rating uncovered a gap between an individual’s ability and those required for the job. Well, learning could be automatically triggered to help close that gap. Further, what if there is new equipment that the company is using or new compliance regulations are released? earning management would be able to track the employees who need to be trained and or certified to use new equipment, standards or become compliant. E-learning includes learning management, learning content management and e-learning. Career development — Career planning functionality includes career path definition, competency gap comparisons with different jobs or positions, career planning and mentoring. Compensation management — Correctly rewarding employees for their performance requires system integration. Compensation management solution helps managers perform compensation planning for their organizations (determine bonuses and merit increases, for example). This third type is part of the talent management application suite. Succession planning — Succession planning is the formal process for identifying and developing successors for key positions within an organization. These solutions help companies track high-potential employees and create development plans to ready them for assuming a key position in the event an incumbent leaves that position. Measure and Report -- Each application within the talent management application suite has unique reporting needs. One of the powerful elements of a talent management application suite is the capability to "marry" data across its applications. Examples include: • Understanding the effectiveness of talent sources by looking at employee performance • Looking at the effectiveness of compensation plans by examining performance (are higher performers being compensated appropriately compared to low performers, and how does that compensation stack up to market rates?) Managers and executives can answer many other important questions by using data from the suite of talent management applications. THIS IS A MAJOR DIFFERENTIATOR FOR ORACLE. We are able to pull like data from any part of the system for analysis and reporting.
- #8 If Talent Management is the proactive and successful attraction, retention, and engagement of your talent. Then Profile Management provides the connection and the foundation within your processes whenever talent is being planned for, recruited, measured, developed, advanced or rewarded.
- #9 OFCCP Internet Applicant Reporting Adverse Impact Report Applicant Information Report
- #12 Administrators have the ability to waive, revoke, expire and reissue a certification or a part of a certification even as a group action making the process more efficient and cost effective -> All needs, less cost, more accurate, less risk If Certification requirement changes Administrators can decide to force re-certification, recommend re-certification or just make changes for future -> Less unnecessary re-certification, less work More advanced relationship tracking between various training activities, certifications and curriculums -> Less risk, meet complex and very complex requirements More advanced reporting features for tracking certification completions, compliance and audits -> Compliance easy verifiable Support for electronic signatures -> Less cost, less errors
- #13 Having the ability to access vital data at a moments notice is what makes an organization world-class. R12 continues this trend by providing functionality geared towards both tactical and strategic business goals through metrics measurement, dashboards, and improved management tools. Note: DBI doesn’t include any new functionality for R12. Two previously released mini-packs will roll into R12. Key areas of focus for R12 include: Chief HR Officer Role – View of key HR metrics for the organization Workforce Budget Manager Role – Budgeted costs and headcount Contingent Worker Management Dashboard – Headcount, placements Benefits Personnel – Open Enrollment Manager Products included in this theme include: HR Intelligence, Self Service HR, User Productivity Kit (UPK) , Content Services, Portal, Fusion Middleware (BPEL, BAM, etc) , Teleservice (Help Desk) Note: if a customer wants Enterprise HR Help Desk the sales playbook allows for this. Integrate into R12 with Fusion Middleware The Value of DBI comes from in increased ability to gain real-time insight into critical operations. HR managers will be able to move from tactical to strategic tasks. Some specific value points include: Be proactive and not reactive – gain insight Increase compliance Make HR a strategic partner within the organization
- #19 (Left) This is the selection Dialog where objects of different types can be selected. Selection can be individual Definitions, a Project, or (hopefully) a Change Package. (Top Right) This is the sub-selection dialog for picking objects from a project, for analysis. (Bottom Right) Multiple Rules Files can be specified, to allow users to optionally add or modify rules. The Rule Engine within CIA will use the first rule for a given type/impacted-type that it finds. Rules are further organized by Tools Version, and DB platform. SQL rules are the default, but Java rules (hopefully) will also be possible.
- #33 Oracle’s commitment to continually increase critical functionality includes improvement in the core product as well as additional support for global locations. Oracle strives to address customer enhancement requests in each release and has continued to do so with this latest release. Key areas of focus for R12 include: HR and PR localizations: UAE, Denmark, and India Payroll Core HR, Self Service HR, Comp & Ben, Payroll Improvements Total Compensation Statement Workforce Scheduling Products included in this theme include: Advanced Benefits, Human Resources, Payroll, Time & Labor, Workforce Scheduling, Incentive Compensation The value of this theme focuses on the continued ability for customers to exceed expectations in workforce administration and the ability of HR to become a strategic partner within the organization. Customers will have enhanced ability to lower operational costs, do more-with-less, improve productivity among HR staff, employees, and managers, and help contribute to bottom-line revenue improvements by increasing employee morale and retention. It is a known fact that a happy, satisfied workforce tends to work harder and care more about the organization, which will lead to better customer service, improved products, and ultimately increased revenue or brand image. Specific value points include: Cut HR administrative costs Increase employee satisfaction and morale (reduce turnover) Boost productivity Grow easily into new regions and markets Note: (internal use only) For more example benefits, and to calculate potential customer benefits, reference the Oracle Benefit Cards (Tom Klimback in the IBU)
- #34 High volume hiring is geared towards manufacturing or government who frequently hire several hundred or thousands of employees into similar jobs at a time. Examples are: Toyota begins manufacturing of a new car or the government hires several thousand employees at once during tax season or during a census year.
- #41 [Read a few of the features] These are some of the key features and functions that will be new for HCM 9.0. More details are/will be available in the What’s New presentation.