Transcript Migrating to Vista HRMS 4.0

Migrating to Vista
HRMS 4.0
Dwight White, PDS - Coordinator & Presenter
Perry Williams, PDS - Presenter
Marty Wilson, PDS – Participant
Meribeth Spilger, Fulbright & Jaworski - Participant
Chrissy Koennecker, Teleflex - Participant
The Agenda
 What’s New and Different
 Migration Process
 Planning Phase
 Upgrade Phase
 Go Live Phase
 User Upgrade Experiences
 Fulbright & Jaworski – Meribeth Spilger
 Teleflex – Chrissy Koennecker
 Questions and Answers
What’s New and Different
Look, Feel and Navigation
Look, Feel and Navigation
HR / People Changes
• Created a new “Contacts” page and moved the following
pages as tabs to this new page: Emergency Contacts,
References, Relatives Working Here and Previous Employers.
HR / People Changes
 The “Company Transfer” page has moved to the
“Status Change” page.
 New “Teams Assigned” page
Benefit Changes
 The old “Benefits Plan” page has been renamed to
“Benefits Information” page
Benefit Changes
 Benefits Enrollment Processing (aka “Little Ben”) runs
interactively
 New report on the results tab that replaces the
previous three reports.
Benefit Changes
 “Associated Parties” benefits page
Payroll Changes
 Check Calculator
Payroll Changes
 Tax Maintenance Utility
Security Changes
 Identify the security access for an individual option to
multiple Security Groups (Security Options/Security
Access).
Security Changes
 We’ve also added the ability to add an alternative
Administrative user separate from the PDSADMIN user
account.
Security Changes
 New option called “Corporate Web Pages” under the
Employee Self-Service application.
 Items in the “Self Service Web Pages” tab control the
third link in Self-Service.
Recruiting Changes
 In Vista HRMS 4.0 we found the need to break
out Recruiting into its own new application
due to the volume of new features.
 You’ll see a wide number of new features in
both Internal applicants and External
applicants.
 We’ve incorporated a new requisition-driven
model of maintaining positions/jobs, so the
underlying database structure in external
applicants had to be redesigned.
 We’ve moved all Applicant components out of
HR and moved them into this new application.
External Applicants
 Configurable security items were added to External Applicants
to allow Users to further “lock down” access to the site.
 We’ve incorporated CAPTCHA display and confirmation to
verify that the applicant is human.
 You can now optionally lock down the initial login to the
External Applicant website by first requiring the applicant to
provide a login id and a valid email address.
 We’ve added qualifying questions to the “Resume” function
when questions are one of the default ‘always ask this
question’ or to the “Jobs Available” function if the questions
are part of the requisition.
 External applicants will now be able to attach multiple
documents to their record, such as a resume, a cover letter
or references. You define the types of documents and then
allow the candidates to attach them.
 Recruiting / External Applicants Session immediately
following this session
Administration and Monitor
 All of the options previously accessed through
Administration or Monitor client applications are now
available in the browser.
 Report Maintenance was moved from the Reporting
area in 3.2 to Administration/Setup/Reports and
Workflow template creation was moved from the
monitor to Administration.
 The Monitor functions are now accessible from the
Process functions via the monitor icon. All Scheduled
Jobs, Recurring Jobs, Completed Jobs and Active
Workflows are presented here.
 Using the Export tool, you can now export data to
database scripts (besides the current CSV and XML
formats). You can also choose to export data into
insert, update, or delete statements
Vista Fresh
 Our newest update utility will help our clients keep their
Vista version current!
 Clients can “opt in” and automatically receive updates
from PDS.
 The new process will simplify PTF downloading, ensure
that updates are properly installed, and automate the
actual update tasks.
 You’ll be able to choose whether you “download only”
or “download and update”. The tool can be configured
to automatically backup updated files.
 You can easily identify ignore tagged files and objects
that are defined as custom.
 Register for the service through PDS support site. Upon
request we assist you in installing the VistaFresh™
client program, discuss your setup which begins with
delivered templates.
The Migration Process
Planning Phase
The Planning Stage
 What do you want to accomplish?
 Prepare a time line – don’t underestimate.
 Identify additional resources that might be
necessary.
 Implement new features – before or after
go live?
Self Service
Workflow
Custom Processes
 Identify custom processes that need to be
converted?
 Stored Procedures
 Views
 Triggers
 Web pages
 Reports
What You Can Do Now!
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Review Reports
Custom Views
Custom Stored Procedures, triggers
Utility to change Views, SP’s
Custom Tables
Status codes (benefits, HR, payroll)
Data Clean Up
The Migration Process
Upgrade Phase
Changes Made to Database
 Any changes to
4.0 must be
reapplied after any data refresh
 Keep documents identifying changes
 Any user data changes should be written
in a query so it can be easily updated
Organizing Your Upgrade
 After Each Upgrade
 Reapply custom views
 Reapply custom triggers
 Reapply custom stored procedures
 Reapply any code to user exits
OR
 If not Mission Critical, consider applying
the above AFTER your first Parallel
Parallel, Parallel, and Parallel
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Payroll
Benefits
Reports
Custom Processes
Let users test
The Migration Process
Go Live Phase
You’re LIVE!!!
 Communicate changes to users
 Continue to monitor processes
 Establish a plan to take advantage of the new
features in
4.0
 Self Service
 Workflow
Plan For The Future
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Believe in continual process improvement
Brainstorm the possibilities
Prioritize the results
Move ahead with the next feature
Summary
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Project Planning is critical
Create a testing plan
Communicate with your users
Train
Test
Move ahead!
User Upgrade Experiences
 Chrissy Koennecker – Teleflex Inc.
 Migrating from 2.4.1 to 4.0
Installed 3.2 in Nov2007 and dug into
project in March 2008
In 3.2 test environment worked on
crystals, status mappings and security
4.0 installed April 2008
Go Live Jan 2009
Teleflex approach was rollout basic
functionality. No new functionality will
be rolled out until 2009 - External
recruiting, self-service, etc.
User Upgrade Experiences
Project Plan
Security
Crystal reports rewrites
Time interfaces
Stored procedures/analyzing
business rules
Benefits setup/eligibility
Training 120 users
User Upgrade Experiences
 Where we are in Sept
 Completed training for users
 Teleflex documentation completed for users
 Continually updating security so it can be
final in Jan for SOX testing
 Stored procedure testing started.
 Crystal reports are being finalized
 What we still have to do
 Parallel testing and sign off
 HR testing and sign off
 Lock down of system environment in
December
User Upgrade Experiences
 Meribeth Spilger – Fulbright& Jaworski
Migrating from 3.2 to 4.0
 System "look and feel" - have the ability to
tailor the system to your companies
branding. Graphics, colors, logos.
 What do you want people to see?
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News pages
Home page
Login message
Left frame information
 Review web.config
Fulbright & Jaworski Upgrade
 Reviewing the new Contacts Page
 Review customs
 user exits
 custom.aspx
 History Triggers - these will need to be
recreated. Now is the time to review if
you were using the history tables and
snapshot history created by these
tables.
 Security
Fulbright & Jaworski Upgrade
Rollout - determine how you want
to rollout to users.
We took the low key approach by
only posting a notice about the
change to the look and it seemed to
work. I followed up to various
users with instructions on different
aspects of the system based on their
job responsibilities.
Questions and Answers
Wrap up
Questions and Answers