Solano County Case Study:Automating PeopleSoft HR FormsSolano County: Donna Caldwell, Human Resources Operations ManagerSm...
Welcome & Introductions  Donna Caldwell  Human Resources Operations Manager,  County of Solano, CA  Over 14 Years with Sol...
Agenda• Solano County Background    – Previous Manual Process for HR Forms•   Requirements for Automation•   Solution Summ...
Solano County  Background   Donna CaldwellHR Operations Manager    Solano County
Solano County                      Facts & FiguresCounty Seat: Fairfield         Size: 906 sq. milesCounty Population: 414...
Previous HR Form (Personnel Action Form)
Previous HR Form (Personnel Action Form)                (continued)
Previous Manual Process for HR Forms                   Paper   Manually         PAFfill out paper      PAF                ...
Requirements for  Automation
Requirements for Automation               Solano County• Reduce Paper and Manual Processes   – Bring paper PAFs online   –...
Solution Summary
Solution Summary     Automated HR Forms at Solano County• County issued RFP for a bolt-on software solution for  PeopleSof...
Solution Overview            Smart PAF at Solano County• Online PAFs dramatically reduce paper consumption   – Tailored to...
Solution Overview       Smart PAF at Solano County (cont’d)• The online PAF automates hundreds of actions/reasons• 50 payr...
DEMOAutomated PAF at Solano County (Smart PAF™)
DEMO –Job Code Correction PAFDemo Scenario: Solano County Job Code Correction•   Job Code Correction required for County e...
DEMO – Retro Comp Chg PAF DemoDemo Scenario: Solano County Retroactive Comp Change•   A retroactive change in compensation...
Summary   Doris Wong       CEOSmart ERP Solutions
Summary• Solano County is achieving significant  efficiencies through automation  – Elimination of paper PAFs  – Automatin...
About Smart ERP Solutions, Inc. Comprised of the best former developers, architects and   executives from PeopleSoft/Orac...
Q&ATo ask a question please use the GoToWebinar QUESTION feature (please noteall phone lines and computer microphones have...
Join us at Oracle OpenWorldTo help protect your privacy, PowerPoint prevented this external picture from being automatical...
Join us at Quest Midwest                      Featuring LINK                          November 7-9                        ...
Thank YouFor more information visit: smarterp.comView Webinar Replays: smarterp.com/webinarsView Solution Previews: smarte...
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Solano County Case Study: Automated PeopleSoft HR Forms (PAF)

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Solano County provides their case study automating PeopleSoft HR Forms, eliminating the use of paper Personnel Action Forms (PAF) with Smart PAF from Oracle Platinum partner Smart ERP Solutions. Tremendous efficiencies gained, with hundreds of action/reasons employed pre-integrated into their PeopleSoft HR application.

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Solano County Case Study: Automated PeopleSoft HR Forms (PAF)

  1. 1. Solano County Case Study:Automating PeopleSoft HR FormsSolano County: Donna Caldwell, Human Resources Operations ManagerSmartERP: Doris Wong, CEOSeptember 28, 2011Webinar Recordings available at smarterp.com/webinarsOur webinar will begin shortly. Please note all phone lines and computer microphones willbe placed on mute throughout the presentation. Please use the GoToWebinar QUESTIONfeature to ask questions.
  2. 2. Welcome & Introductions Donna Caldwell Human Resources Operations Manager, County of Solano, CA Over 14 Years with Solano County 13 years experience with PeopleSoft Doris Wong CEO, Smart ERP Solutions, Inc. Former Oracle Group VP and GM for PeopleSoft Enterprise Over 16 Years Experience with PeopleSoft
  3. 3. Agenda• Solano County Background – Previous Manual Process for HR Forms• Requirements for Automation• Solution Summary• Demo• Summary and Q & A Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToWebinar QUESTION feature to ask questions.
  4. 4. Solano County Background Donna CaldwellHR Operations Manager Solano County
  5. 5. Solano County Facts & FiguresCounty Seat: Fairfield Size: 906 sq. milesCounty Population: 414,509 Largest City: Vallejo, pop. 116,508 PEOPLESOFT ENVIRONMENT Version: HCM 8.8 Database: Oracle Number of Administrative Users: 150 Employees: 2500 MODULES Base Benefits; Benefits Administration; Employee Self-Service; Manager Self-Service; Human Resources; NA Payroll; Time and Labor; Payroll Interface; Position Management
  6. 6. Previous HR Form (Personnel Action Form)
  7. 7. Previous HR Form (Personnel Action Form) (continued)
  8. 8. Previous Manual Process for HR Forms Paper Manually PAFfill out paper PAF Dept Paper Approver 1 PAF signature Dept Paper Approver N PAF signature Manual processing within HR; Manual entry into PeopleSoft
  9. 9. Requirements for Automation
  10. 10. Requirements for Automation Solano County• Reduce Paper and Manual Processes – Bring paper PAFs online – Automate workflow approvals• Transaction Visibility – Predictable routing – Track PAF status at any time – Electronic notifications• Improved Efficiency and Accuracy – Eliminate duplicate data entry, reduce errors• Improved Effectiveness – Reduce cycle time (currently avg. 7 days), minimize retroactive changes
  11. 11. Solution Summary
  12. 12. Solution Summary Automated HR Forms at Solano County• County issued RFP for a bolt-on software solution for PeopleSoft HRMS – Electronic PAF – Automated Workflow approvals• Smart PAF™ from Oracle partner Smart ERP Solutions, Inc. selected from the competitive bid
  13. 13. Solution Overview Smart PAF at Solano County• Online PAFs dramatically reduce paper consumption – Tailored to meet Solano County-specific HR processes and business rules• PAF processes are automated and streamlined – PAFs pre-populated with employee’s real-time data from PeopleSoft – From the initial data entry to the automated approvals and updating of PeopleSoft job data• Transactions are easily tracked providing enhanced visibility and accountability• Improved effectiveness has dramatically reduced cycle times
  14. 14. Solution Overview Smart PAF at Solano County (cont’d)• The online PAF automates hundreds of actions/reasons• 50 payroll clerks across all 27 County departments benefit from the newly introduced efficiencies“SmartERP has been incredibly responsive in meeting our needs toautomate HR processes with electronic personnel action forms . . .” Donna Caldwell, HR Operations Manager Solano County
  15. 15. DEMOAutomated PAF at Solano County (Smart PAF™)
  16. 16. DEMO –Job Code Correction PAFDemo Scenario: Solano County Job Code Correction• Job Code Correction required for County employee “Mickey Mouse” • An online PAF is submitted by the initiating Department and electronically routed through numerous approvals • Upon final approval within HR, the correction to the Job Code is automatically made to the employee’s info within PeopleSoft << CLICK here to start Job Code Correction - Smart PAF Demo >>
  17. 17. DEMO – Retro Comp Chg PAF DemoDemo Scenario: Solano County Retroactive Comp Change• A retroactive change in compensation is required for County employee “Mickey Mouse” • An online PAF is submitted by the initiating Department and electronically routed through numerous approvals • Upon final approval within HR, new rows are automatically added to PeopleSoft to make the retroactive change << CLICK here to start Retro Comp Change - Smart PAF Demo >>
  18. 18. Summary Doris Wong CEOSmart ERP Solutions
  19. 19. Summary• Solano County is achieving significant efficiencies through automation – Elimination of paper PAFs – Automating and streamlining workflow approvals• Automating PAFs is a key area for efficiency gains for organizations still using paper HR forms for PeopleSoft
  20. 20. About Smart ERP Solutions, Inc. Comprised of the best former developers, architects and executives from PeopleSoft/Oracle Providing cost-effective, robust and repeatable “Smart Solutions” for PeopleSoft applications Unique best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services KEY DIFFERENTIATOR−OUR SMARTADVANTAGERather than assigning teams of consultants to projects we apply our pre-built, proven solutions to efficiently address those efforts common to any PeopleSoft project thus saving time, reducing costs, minimizing risks and lowering total cost of ownership by avoiding costly difficult-to-maintain customizations.
  21. 21. Q&ATo ask a question please use the GoToWebinar QUESTION feature (please noteall phone lines and computer microphones have been placed on mute).If we can’t get to your question live we will respond to you directly via emailafter the webinar. For more information visit: smarterp.com View Webinar Replays: smarterp.com/webinars View Solution Previews: smarterp.com/previews Copyright © 2011 Smart ERP Solutions, Inc.
  22. 22. Join us at Oracle OpenWorldTo help protect your privacy, PowerPoint prevented this external picture from being automatically downloaded. To download and display this picture, click Options in the Message Bar, and then click Enable external content. October 2-6 San Francisco, CA See SmartERP, at the industry’s biggest event forOracle/PeopleSoft customers (booth 3112 Moscone West) Visit www.oracle.com/openworld for more information and to register.
  23. 23. Join us at Quest Midwest Featuring LINK November 7-9 Rosemont, Illinois Westin O’Hare Airport60+ PeopleSoft education sessions and networking around Financials,HCM, Tools & Technologies, Supply Chain, CRM, Business Intelligence,Upgrades, Emerging Technologies, Fusion and other hot topics. Visit www.questdirect.org/conferences/ for more information and to register. Registration rates as low as $295
  24. 24. Thank YouFor more information visit: smarterp.comView Webinar Replays: smarterp.com/webinarsView Solution Previews: smarterp.com/previewsCopyright © 2011 Smart ERP Solutions, Inc.

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