HRMS 8.0 to HCM 8.9. University of Waterloo

Transcription

1 HRMS 8.0 to HCM 8.9 University of Waterloo

2 HRMS: UW s Implementation Live since Nov 98 (v6.01) Separate HR & Student Oracle Financials HR (Base Benefits, Partial Pos n Management), NA Payroll, epay, eprofile Medium customization

3 The 8.9 Upgrade Team Management Team Review Team Detail Team: Functional & Development/Technical Staff Infrastructure Team: App Admin DBAs Other Techies

4 Upgrade Scope/Timeline Scope: core only (sort of) & technology stack revolution! Started: December 2005 Finished: July 2006

5 The Upgrade Process NOW Program: Project Framework HR, Payroll & Security Consulting Online Training Upgrade Lab Test, Test Move, Test, Go-Live

6 Upgrade Lab Prep at UW Upgrade Lab process In Toronto (6 weeks) At UW: Prep, Execute & Test (2 weeks)

7 Issues Encountered Security Person Model Conversion Data Issues Account Codes Salary Increase Negotiations Other Issues: Training, Employee Review, Printerfriendly Advice; Caching

8 Issues: Security Portal Security Row Level/Global Security Signon Changes Self-service provisioning SQR (oprld) Regulatory Region

9 Person Model Relationships Upgrade notes, Appendix R Oracle red paper 3 organizational relationships Employee (EMP) requires job Contingent Worker (CWR) requires job but not on NA payroll Person of Interest (POI) may or may not require job, depending on POI Type

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11 Person Model Relationships Cont d One emplid, different relationships, different empl_rcd Converts as EMP MP6 UW customization for determining relationships

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18 Person Model Table Changes EMPLOYMENT now a view EMPLOYMENT replaced by PER_ORG_ASGN PER_ORG_INST Changes to PERSONAL_DATA

19 PERSON PK EMPLID BIRTHDATE BIRTHCOUNTRY PK PK PER_ORG_ASGN EMPLID EMPL_RCD PK PK PER_ORG_INST EMPLID ORG_INSTANCE_ERN PER_ORG POI_TYPE ORG_INSTANCE_ERN BENEFIT_RCD SERVICE_DT SENIORITY_PAY_DT CMPNY_SENIORITY_DT etc PER_ORG POI_TYPE NEE_PROVIDER_ID ORIG_HIRE_DT PER_POI_TYPE PS_JOB PK PK EMPLID POI_TYPE PK PK PK PK EMPLID EMPL_RCD EFFDT EFFSEQ ACTION ACTION_REASON etc

20 Conversion: Termination Date Issue Effdt Effseq Action HIRE_DT LAST_DA TE_WORK ED May 1, 2004 HIR May 1, 2004 TERMINA TION_DT July 1, 2004 effseq 0 July 1, 2004 effseq 1 May 1,2005 effseq 0 May 1, 2005 effseq 1 TER May 1, 2004 June 30, 2004 REH May 1, 2004 TER May 1, 2004 June 30, 2004 REH May 1, 2004 June 30, 2004 June 30, 2004 July 1, 2005 TER May 1, 2004 June 30, 2004 June 30, 2004

21 Issues: Conversion of Termination Date case Resolution UPG_HC88 program, sections HCHCW12 & HCHCW16

22 Issues: Conversion of Names Case Inconsistent across employees NAME NAME_ FORMAL NAME_ DISPLAY NAME, NAME_DISPLAY, NAME_FORMAL Mouse, Minnie M Miss Minnie M Mouse Minnie M Mouse Post Conversion Work around (UPG_HC81)

23 Issues: Conversion of Multiple Jobs Converted into multiple assignments, instead of employment instances Case Priority 1 Upgrade Bundle 6 OOPS in UPG_HC81 Test the upgrade bundles!!! Report ID fix

24 Issues: Conversion Reg Region ( SetID not found for name= REG_REGION, value= CAN ) Setid for Empl_Class Empl_status

25 Issues: Account Codes What s with Edit Chartfields? How do we validate online? PS_ACCT_CD_TBL changed in 8.9 New PS_VALID_COMBO_TBL and segment tables

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28 Issues: Account Codes How do we populate the data? What s with that hash key? Component Interface

29 Post Implementation Person Model Hires Retro Tax Updates Security Cleanup Additional Pay Additional Upgrade Projects (e.g. Salary Increases, Year End, Complement)

30 Post Conversion there s more!!! Things to add to the list searchmatch, checklists, workflow, Commitment Accounting, Actuals Distribution Maintenance packs?? Production requests

31 Happy File Person Model Multiple ABBRs More Self-Service Position Management Flow Effective Dated Dependants/Beneficiaries

32 Happy File 2 Less/Lower Risk Customization Component Interfaces Export to Excel & Sort order on Grids Navigation Technology Stack Upgrade, including Oracle 8i to 10g Security Troubleshooting

33 Summary Start on Account Codes, Security/Navigation and Person Model early, and give yourselves time for proof of concepts on these issues Get a game plan for Security testing; we still end up testing security in production Test upgrade bundles HEUG.Online (Forum) worked well for us

34 Questions? Connie van Oostveen Pam Fluttert