Transcript PeopleSoft v9.2 Update

Enhance Your HRIS User Experience Via Feature Packs
Consultant - Nicole Braun
Oracle OpenWorld 2013
About Emtec
“We are a dedicated team of highly-skilled consultants, engineers, deployment and
integration specialists committed to delivering world-class service to your
organization.”
Our offerings span the entire IT lifecycle:
– Consulting Services
– Cloud Technologies
– Packaged Applications – Application Outsourcing
– Cloud Computing 2 – Infrastructure Services
Agenda
Overview
Org Chart
Manager Dashboard
Talent Summary
9.2 Pivot Grids
Implementation Considerations
Questions
Feature Pack Overview
What is a feature pack?
•Delivered “off-cycle” between major releases
•Enable customers to adapt value add capabilities without waiting
for next major release
•Functionality provided to meet changing business needs
•Oracle’s PeopleSoft HCM 9.1 Feature Pack 2 is now available
and includes capabilities to help increase employee productivity
and effectively align investments in the workforce.
HCM Feature Pack 2
A Few of My Favorite Things…
•Increased Navigation Options
•Direct, Intuitive Navigation
•Enhanced User Experience
•Configurable Dashboard
•Easier Reporting
Org Chart Viewer – Navigation
Home Screen Widget with Single Field Search
•Easily and quickly access the Company Directory
•Simple search capabilities
Org Chart Viewer – Navigation
Smart Navigation
•Drill-down by employee through established relationships
• Company Directory
• Direct Reports
• Matrix Reporting
Org Chart Viewer – Navigation
Key Navigation Features
•One Click Multi-tab Navigation
•Focus Node – highlighted in yellow
•Org Chart Drill
Down
•Excel and
Visio Exports
•Execute MSS
Actions
•Navigate
Matrix Teams
Org Chart Viewer Types
Type
Features
Company Directory
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First appeared in 9.1 with PeopleTools 8.51
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Hierarchy derived from the Job Tree Builder: Tree Structure ID:
COMPANY_DIRECTORY
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Users can be any employee
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New to 9.1 with PeopleTools release 8.52
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Hierarchy derived from the Direct Reports Configuration Manager
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Users must have direct reports
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New to 9.1 with PeopleTools release 8.52
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Hierarchy can be derived from one of three options
Direct Line Reports
Matrix Reporting
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Manually Created
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By Access Type
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Via the Job Tree Builder: Tree Structure ID: MATRIX_BY_JOB
Users must be a member of a matrix
Org Chart Layout
My Profile
•Configurable
view
•Companyrelated data
leveraging
•Personal
information
• Leverages data
from employee
self-service
Org chart Layout
Zoom 1
Org chart layout
Zoom 2
Org chart layout
Zoom 3
Org Chart layout
Zoom 4
Org Chart Actions
Overview
•Directly execute a slew of actions direct from the Org Chart
Directory
Org Chart Actions
Feature Pack 1
Self Service Menu
Employee Self Service Actions
Manager Self Service
Actions
Job and Personal
Information
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• View Employee
Personal Info
Change Name
Update Home/Mailing Address
Update Emergency Contacts
Update Marital Status
Review Ethnicity Details
View Personal HR Summary
Org Chart Actions
Feature Pack 2
Self Service Menu
Employee Self Service Actions
Time Management
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Request Absence
View Absence Balances
View Absence History
Request Extended Absence
View Extended Absence History
Donate Leave
Receive Donated Leave
Return Unused Leave
Terminate Participation in Program
View Leave Transfer Request History
Manager Self Service
Actions
• Request Absence
• View Absence Balances
• View Absence History
Org Chart Actions
Feature Pack 2
Self Service Menu
Employee Self Service Actions
Manager Self Service Actions
Job and Personal
Information
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View Personal Info Summary
Update Home/Mailing Address
Update Emergency Contacts
Update Marital Status
Change Name
Review Ethnicity Details
View Employee Personal Info
Request Reporting Change
Transfer Employee
Promote Employee
Request Location Change
Change Full/Part Time Status
Retire Employee
Terminate Employee
Org Chart Actions
Feature Pack 2
Self Service Menu
Compensation and Stock
Benefits
Employee Self Service
Actions
• View My Total Rewards
• View Compensation
History
• View Stock Option
Summary
Manager Self Service Actions
• View Benefits Summary
• View Dependent and
Beneficiary Info
• N/A
• Request Ad Hoc Salary
Change
• View Total Rewards
• View Compensation
History
• View Employee Stock
Option Summary
Org Chart Actions
Feature Pack 2
Self Service Menu
Employee Self Service Actions
Manager Self
Service Actions
Payroll
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View Paycheck
Maintain Direct Deposit
Change W-4 Tax Information
Maintain Voluntary Deductions
Indicate W-2/W-2c Consent
Indicate T4/T4A Consent
View W-2/W-2c Forms
View T4/T4A Slips
Request W-2 Reissue
View Payslip
View Payslip UK
Maintain Personal Bank Accounts
Maintain Net Pay Distribution
Update Year End Adjustment Data Japan
N/A
Org Chart Actions
Feature Pack 2
Self Service
Menu
Development
Performance
Management
Employee Self Service Actions
Manager Self Service Actions
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• View Current Team Profiles
• View Team Historical Profiles
• View Team Interest Lists
View My Current Profile
View My Historical Profile
View My Job Profiles
View My Interest List
Create My Performance Document
Create My Development Document
• Create My Performance
Document
• Create My Development
Document
Org Chart Actions
Feature Pack 2
Self Service Menu
Employee Self Service Actions
Manager Self Service Actions
Career Planning
• View My Career Progression
Chart
• Manage Career Plans
• View Career Progression Chart
Succession Planning
• N/A
• Manage Succession Plans
• View Succession 360
Transacting Simplified
View Employee Personal/Job Information
Transacting Simplified
Promote Employee
•Form Instructions
•Security
Notifications
•Identify
New Changes
•Required
Fields marked
Transacting Simplified
Working with Performance Documents
Transacting Simplified
Working with Performance Documents
Matrix Teams
Overview
•Configurable Matrix structure reporting
•Develop dual reporting structures
•Access Matrix Teams from the Org Chart
Matrix Teams
Functionality
•Configure access to execute manager self service actions for
matrix mangers
•Multiple hierarchy reporting options
• Manually Build
• By Access Type
• Job Tree Builder
Additional Functionality
List View
Additional Functionality
Excel Export
•Export direct and indirect hierarchies
•Customize the columns exported
•Export Matrix hierarchy structures
Additional Functionality
Visio Export
•Directly export hierarchies into visible Visio chart
•Multi-tiered organizations separated into multiple tabs
Manager Dashboard
Overview
•New enhanced way for managers to interact with the system
•Directly access most manager self service features
•Immediate visual
analytics and
notifications
Key Pagelets
Company Directory
•Immediately access Company Directory and Org Chart features
from the dashboard
Key Pagelets
Quick Links
•Directly access frequently used links from the dashboard
•Create personalized links customize:
• Image
• Label
• Rollover
message
Key Pagelets
Alerts
7 Types of Delivered Alerts
3 Types of Warnings
Expiring Memberships
Critical
eCompensation
Warning
Expiring Licenses/Certificates
Informational
ePerformance
Scheduled Training
Birthday Alerts
Anniversary Alerts
Key Pagelets
Pending Approvals
Non-Federal Delivered Approvals
Compensation Approvals
Nonperson Profile
Job Offer
Performance Document
Job Opening
Person Profile
Manage Payable Time
Promotion
Manage Reported Time
Reporting Change
Manage Absence Approve
Transfer
Military Rank Change
Key Pagelets
My Job Openings
•Clear visual of open jobs associated with a hiring manger
•Quickly browse and create jobs
Direct Line Reports Pagelet
Summary
•Immediate Overview of Direct Employee Data
•Configurable and Expandable
•Actionable
•Exportable
Direct Line Reports Pagelet
My Organization
•One-click access to indirect report information
•Navigate to employee talent summary from direct reports pagelet
Direct Line Reports Pagelet
Available Access Types
•Department Manager ID
•Department Security Tree
•Group ID
•Partial Position Management Department Manager ID
•Partial Position Management Supervisor
•Reports to Position
•Supervisor ID
Direct Line Reports Pagelet
Delivered Tab Options
Summary Tab
• Display Name
• First Name
• Last Name
• Actions
• Potential
• Job Title
• Performance Rating Bar
• Compa-Ratio
• Position in Salary Range
Job Details Tab
• Employee ID
• Job Code
• Years in Job
• Job Title
• Schedule
Contact Tab
• Telephone
• Email
• Department
• Location
• Instant Message
Career Plan Tab
• Review Date
• Relocate?
• International?
• Travel
Direct Line Reports Pagelet
Delivered Tab Options
Compensation Tab
Performance Tab
Time Tab
Succession Tab
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Annual Salary
Salary Currency
Salary Range Minimum
Salary Range Midpoint
Salary Range Maximum
Compa-Ratio
Quartile
Percent Range
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Last Rating
Period Begin
Date
Period End Date
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Time and Labor
• Comp Time Balance
• Vacation Balance
• Sick Balance
Absence Management
• Leave Balance 1
• Leave Balance 2
• Leave Balance 3
Key Position
Successors
Risk of Leaving
Impact of Loss
Direct Line Reports Pagelet
Actions
•Directly execute manager self service actions
Direct Line Reports Pagelet
Delivered Actions
Time Management
Job and Personal Information
Compensation and Stock
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Request Absence
View Absence Balances
View Absence History
View Employee Personal Info
Request Reporting Change
Transfer Employee
Promote Employee
Request Location Change
Change Full/Part Time Status
Retire Employee
Terminate Employee
Request Ad Hoc Salary Change
View Total Rewards
View Compensation History
View Employee Stock Option
Summary
Development
Performance Management
Career & Succession Planning
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View Current Team
Profiles
View Team Historical
Profiles
View Team Interest Lists
Create Performance Documents
Create Development Documents
View Performance Documents
View Development Documents
Manage Career Plans
View Career Progression Chart
Manage Succession Plans
View Succession 360
Direct Line Reports Pagelet
Excel Export
•Export direct and indirect reports
•Expand tabs to determine fields to include in Export
•Export Individual tabs
Talent Summary
Overview
•Job Related Information
•Compensation
• Analytics
•Person and Job
Profile Information
•New Record
Tracking Options
•Career and
Performance
Analytics
Talent Summary
Navigation
9.2 Pivot Grids
• Immediate Advanced
Reporting
• Instant Visual Analytics
• Highly Configurable
• Multiple Options for Quick
Navigation
• Comparable to Pivot Grids
in Excel
9.2 Pivot Grids
• Choose from:
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Grid Only,
Chart Only,
or Both.
• 3 Drag and
Drop Axes:
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Row,
Column,
Filter.
• Drill Down
Functionality
• 4 Chart Type
Options
• Exportable!
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9.2 Pivot Grids
Delivered Configuration Options
• Chart Type
• 3D vs. 2D
• Bar, Pie,
Histogram, Line
• Percent and
Stacked Options
• Security
• Role
• Permission List
• Multiple Pagelet
Options:
• Homepage
• Template
• Embeddable
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Pagelet Size Parameters
Grid vs. Chart Display
Collapse vs. Expand
Chart Labels
9.2 Pivot Grids
Delivered Pivot Grid Types
Headcount
Compensation
Recruiting
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Administrator – Headcount
Movement
Administrator – Current
Headcount
Manager– Headcount
Movement
Manager – Current Headcount
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Salary Analysis
Compensation Distribution
Salary Increase by Performance
Variable Compensation by
Performance
Cycle Guideline Alert
Cycle Tracking
Job Opening and Close Trend
Job Openings Aging Analysis
In Process Applicants
Time to Fill
Additional Data Source Options For Pagelet Creation
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Activity Guides
Free Text
HTML
IB Connector
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Integration Broker
Navigation Collection
OBIEE Report
PS Query
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Rowset
Search Record
URL
Implementation Considerations
Organizational Structure
• What is the high level strategy for
implementation?
• Does your organizational structure
reflect what is in PeopleSoft?
• Do you have dual reporting?
• Do you want to utilize matrixes?
• Who can execute what actions?
• Exceptions
Implementation Considerations
Who sees what?
• What fields are pertinent to your
team?
• Where will users be able to access
this information (i.e. company
directory, org chart, profile, etc.)?
• At what level will personalization be
controlled (i.e. administrator, user,
special rights, etc.)?
Implementation Considerations
Organizational Impact
• Do you currently have selfservice enabled?
• What modules are you currently
using?
• How will this change your current
processes?
• What training will be required?
• How will these changes be
maintained?
Implementation Considerations
Implementation Resources
• Who are key stakeholders?
• What internal resources are available to
manage the project in your organization?
• Will you leverage external consultants?
• Will this be part of a larger
implementation?
• Are there system preparations that need
to be made?
Questions
Thank you for your time!
•Nicole Braun
•HCM Consultant, Emtec Inc.
•[email protected]
Additional 9.1 Enhancements
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Business Objectives Management
Plan Careers
Compare Profiles
Talent Pools