The document summarizes an Oracle PeopleSoft HRMS application upgrade at Canara Bank. It discusses: 1) The drivers for the upgrade to newer Oracle database and PeopleTools versions for support until 2030. 2) The benefits of the upgrade including improved user experience, reuse of existing investments, and new features for payroll, security, and reports. 3) Future enhancements planned like mobile integration, WorkCentre improvements, and integration with other applications. 4) Highlights of the 7-month upgrade project including retrofitting 85 custom modules, payroll reconciliation, and key challenges of data migration and retrofitting hardcoded dates.

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May 2, 2023
PeopleSoft HRMS
Application Upgrade
Go Live

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Agenda
Oracle PeopleSoft upgrade Key Drivers
Overview of Upgrade Benefits in Delivered Applications
Overview of Future Benefits and Applications Road Maps
Highlights of the Applications Upgrade
Milestone and Key Challenges
The Key to our Success
Go Live-Application
Thanks
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• Oracle PeopleSoft-Upgrade Key Drivers
Software Version in Use New Version Remarks
Oracle Database
10.2.0.4
64 bit
12C (12.1.2)
11G (11.2.0.4)
Oracle PeopleSoft –
PeopleTools
8.49.33
8.56
• Released : Apr, 2018
• Support till : 2030
8.54
• Canara Bank is using Oracle PeopleSoft for HRMS and Payroll System for more than 9+ years with 70%+ Customization inclined to
business process
Upgrade Path

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Upgrade Benefits in Delivered Applications
• Enhanced user interfaces/Look & Feel for ease of access -Operational Analytics, Dash boards(user, Manager,
Department),Pivotal grids(charts),
• Access through thin client which improves users experience by 2x faster
• Improved search engine, Broadcast messages to individual or group or department, User help has been enhanced,
Employee can simulate pay check-Employee can simulate the increments and check the value of increments.
• The existing Hardware(few), Licenses, Customization, Configuration(Business process) has be reused/retained
without any overheads on the organization
• Oracle PeopleSoft and related software is supported by same product Vendor(support till 2030)
• As per RBI guidelines WCAG 2.0-Adhere to compliance with global standards
Continued OEM Support
& Usage of Application
Standards Compliance &
Compatibility
New Features
• Pop up notification(Brief description of an event) enabled on delivered pages.
• Organization chart/directory(snapshot of direct reports)
• Better payroll enhancements to trace employee level/organization level(Challenges in payroll)
• Security enhancements-for each update of the major events in application- Avoid data tamper.
• Standard payroll reports has been delivered as standard functionality(Recon, Retro active pay etc.,)
• Attachments Framework Upload documents(Upload Life Event Documents & Income tax) using HR
attachment frameworks
Protection of Investments
Made
Improved User Experience
and User Performance
• Improved Technical Architecture(Technology stack has been bundled) to simplify system and
improve performance
• Low cost maintenance in terms applying patches (centralized repository) for futures fixes
• Ability to reduce customizations, replace by new features
Improved Maintainability
and System Performance

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Future Benefits and Applications Road Maps
(Future Enhancements)
• Mobile Integration-Leaves management, Individual data update, Managers unify and approve HR
transactions such as absences and promotions.
• WorkCentre(360 degree view admin tasks, prioritize the activities)
• Fluid user interface (GUI of events, Approval, Team performance, Appraisal status)-Navigation b/w
multiple pages can be reduced
• Outlook Integration-Offline application leave request, Approval , modify
• Integration with Core banking & CRM application/Vendor Management
• Data Archival & Retrial of old data for performance enhancements.
Future Enhancements

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Highlights of the Applications Upgrade, Milestone
& Key Challenges
• Total duration/cycle time of the project including new hardware migration upgrade-7 months (Approximate)
• Complex Custom modules retrofit-85 (Approximate)
• Payroll Recon between older & new version with 100% compliance.
• Current payroll gaps(few) has been addressed as part of new release (Retro processing)
• Sign of SIT with zero defect/bugs
• Sign off UAT with one issue.
Key Challenges
• Migration of large volume of data
• Migration custom components to new release without impact on business process
• Retrofit for hardcoded date values across the applications(some extent)
• Migration of the old version of PeopleSoft 9.0 to the new hardware
• Recon of the Payroll data
• Stabilization of the upgrade applications

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The Key to Our Success
Our pillars for this large transformation
 Comprehensive Solutioning
 Innovative and Robust Approach to delivery
 Continuous monitoring and mitigation of Risks
 Commitment

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Application Go Live

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Sincere Thanks to the all the Canara Bank & DXC stakeholders who worked day &
night to achieve the milestone of the complex upgrade.
Thank you