Do your 9.0 HR, Payroll and Benefits Fit-Gap (Right Now!)

Transcription

1 Do your 9.0 HR, Payroll and Benefits Fit-Gap (Right Now!)

2 This Session About Drivestream - Shameless Marketing Plug (30 Seconds) Upgrade Planning HR, Payroll, Benefits Fit-Gap (Right Now) More Shameless Marketing (30 Seconds) Slide #2 #2

3 About Drivestream Slide #3 #3

4 Key Drivestream Facts Key Facts: We specialize in PeopleSoft, PeopleSoft and PeopleSoft We are thought leaders and experts in PeopleSoft: Oracle Tier 1 Vendor Only Vendor on QUEST PeopleSoft Product Advocacy Council Sit on the boards of Philadelphia and Mid-Atlantic PS User Groups QUEST Presenter of the Year, 2007 Keynote Speaker at Ohio, Kansas City and Mid-Atlantic RUGs Slide #4 #4

5 The Last Slide If you are interested in learning more about our upgrade launch services please contact us at: John Hoebler Cell: Fit-Gap Form Raffle: We will compile the results and draw a gift card winner. How we can help with your upgrade: 2 Day Fit-Gap Session Save 8 Weeks off Your Upgrade Imagine what you are about to go through, but with: All of your users and IT team A customization impact tool already prepared and the output ready to discuss A project planning exercise Upgrade Launch Services New Feature Proof of Concept Environment Launch Customization Impact Assessment SQR Retrofit Drivestream s Services include: PeopleSoft Upgrade Services PeopleSoft Module Implementation Project Solutions Our Innovative Augmentation Model Support Services Slide #5 #5

6 Our Options Options Self-Study Analysis Review Release Notes Demo Environment Challenge Time Consuming Impact Hard to Understand from Release Notes No real world experience with the new features No framework for this type of analysis Best Guess Estimates Shot in the Dark Hard to explain why we are upgrading Plans are usually not correct on time, scope or budget Neither of these were appealing or in our best interests. Slide #6 #6

7 What can you get done in just 2 days... Understand new features and how they impact you 9.0 Impacts your customizations Sizing Understand Why are we upgrading? Consensus and momentum New Version Gurus Your Systems Experts Facilitated Process And Tools Business Users Slide #7 #7

8 Attack the upgrade from both ends New PeopleSoft Features Top Down Review new features Assess their value and LOE Replace customization Unused functionality Project Plan $$$ Scope Budget Team PS Environment Bottom Up Mine the tools data Compare your customizations to the 9.0 table / process changes Develop LOE for each customization Infrastructure Slide #8 #8

9 What is happening - Not just a Demo! Review each MAJOR 9.0 Feature Rank them on your spreadsheet Value High / Medium / Low / None Replace Customization? Slide #9 #9

10 Base HR Features 1

11 Profile Management Slide #11

12 Profile Management Slide #12

13 Profile Management Feature HR_90_1a. Your company policies, instructions and business rules can be represented in eprofile while being maintained in the message & text catalogs. HR_90_1b. eprofile is template driven. Templates are unlimited, completely configurable. Competencies,education, responsibilities can be determined based on different profiles. HR_90_1c. eprofile can be fed from eperformance to allow for complete integration. What does the feature mean to you Allows for less modification and more flexibility for the organization Allows for users to determine what is on the profile, what can be added and edited without modifications being required. Managers will be able to go to one place in the system to determine an employee s progress. Slide #13

14 Profile Management Feature HR_90_1d. HR partners will know that all employees are being evaluated against the appropriate criteria for their position or grade level. HR_90_1e. Executives are able to identify highpotential employees who share competencies and experiences to model profiles. HR_90_1f. Allows organizations to seamlessly match candidates to jobs, create prescriptive learning and development plans and measure performance against established goals. What does the feature mean to you Allows everyone who interacts with talent from recruiters and line managers to compensation planners and the Chief Learning Officer have a common understanding of talent management components. Help increase employee retention, improve employee morale, and provide greater insight into talent planning, all of which can lead to increased organization revenues and improved service delivery capabilities. Provides end-to-end talent management strategy to better attract, retain and engage people. Slide #14

15 Configurable Business Processes Feature HR_90_2. PeopleSoft Enterprise Human Capital Management 9.0 has been integrated with components of Oracle Fusion Middleware including Oracle Business Intelligence Publisher (previously called Oracle XML Publisher). HR_90_3. A centralized and highly configurable approvals and delegation framework. What does the feature mean to you Helps reduce the high costs associated with the development, customization and maintenance of documents while increasing the efficiency of document and reporting management. Reduces the need for customization, enables regulatory compliance and increases overall data integrity. Slide #15

16 Workflow & Approvals Slide #16

17 Delegate Slide #17

18 Next Generation Technology Feature HR_90_4. SmartHire is a new capability that includes a template-driven approach to streamline the hiring process. By leveraging SmartHire, organizations can deploy job or location-specific hiring templates across the enterprise. HR_90_5. Person Model Enhancements. Contingent worker model has been reinforced and contracts and subcontracts for them can be tracked. Can also track security badges and security clearance associated with them and can issue a warning when the contract expires. ERN Delete What does the feature mean to you Allows rapid, flexible hiring from non-traditional locations Allows for non employees to easily be tracked and maintained. Allows for deletion of specific portions of a record vs the entire employee record. Slide #18

19 Smart Hire Template Slide #19

20 Next Generation Technology Feature HR_90_6. Mass Updates allow for mass changes to a large group of employees. Preview step for validation ability. Reset Button. What does the feature mean to you Allows for company wide compensation increase. Department transfers, reorganization or job code changes. Slide #20

21 Mass Update Setup Slide #21

22 Mass Update Preview Slide #22

23 Next Generation Technology Feature HR_90_7 Online I-9 processing with employee or employer workflow. What does the feature mean to you Allows for full documentation and storage of I-9 information online. Eliminates paper. Slide #23

24 I-9 Form Slide #24

25 Payroll 25

26 Payroll Feature P_90_1. PDF version of Paycheck and Direct Deposit. Also delivers administrator view of the paycheck. (epay) How it works.... An SQR generate XML data for the check or advice print file and individual check or advice files An App Engine (PY_SSP_BUILD) inserts the individual paycheck data XML files into the database XMLP generates self-service checks from the XML data when employees/administrators view a paycheck via the on-line page An App Engine that generates a PDF print file containing paychecks in the pay run, in batches you define What does the feature mean to you Administrators or employees can view their paycheck on-line. The paycheck includes YTD running totals. In addition, you can choose the number of days you want the paycheck to be available online. Note: A similar process in epay was delivered in 8.9 for Global Payroll users. Slide #26

27 Online Paycheck PDF On-line paycheck views are similar for both employees and adminstrators. Slide #27

28 Payroll Feature P_90_2. PDF version of Year End Forms. Forms include W-2, W-2C, W-2AS, W-2GU, W-2VI (US) T4 and T4A (Canada). You can define your own consent form text, re-set the consent status and inquire in online or batch mode. (epay) What does the feature mean to you Ability to consent to electronic delivery. Allows employees to see and print online. How it works... An SQR process that generates the XML data for the print file and the individual year-end form or slip files. An Application Engine process that inserts individual year-end form data XML files into the database for selfservice viewing. An Application Engine process that creates a print output file containing print images of forms for paper copy printing in PDF format. This print file contains only employees who have not consented to receive electronic forms. Slide #28

29 Enable W-2 Options at the Company Slide #29

30 Creation of Consent Text Slide #30

31 Online W2 PDF Slide #31

32 Re-Setting Consent Forms / Status Slide #32

33 Administrators View of Status... Also available on a batch report. Slide #33

34 Online W2 PDF Slide #34

35 Payroll Feature P_90_3. Improved Disposable Earnings Setup. What does the feature mean to you Streamlined setup of deductions. Two options for loading deductions into the disposable earning definitions. Use the Load Deduction Button to access the Load Deductions to Reduce DE page. You can load deductions by play type or- play type and benefit plan. Manually enter deductions using the editable fields in the Deduction Grid. Slide #35

36 Disposable Earnings Slide #36

37 Payroll Feature P_90_4. Flexible Garnishment Calculation Formula Can now define formulas for garnishment rules via an on-line component instead of using a pre-defined formula. You can now: What does the feature mean to you Allows for easier setup of garnishments. Verification of past information is available on one page. Specify which earnings are subject to garnishment at the rule level Specify values (percents, amounts, hours and the frequency of the exemption) for exemption variables that you use in the calculation rules. You can also specify the exemption per dependent amount and the # of dependents as well as a Min/Max Exemption Amount. Slide #37

38 Include / Exclude Garnishments Slide #38

39 Specify values for Exemption Variables Slide #39

40 Define the Exemption Steps Slide #40

41 Payroll Feature P_90_5. Cloning Garnishments. A new cloning garnishments App Engine enables you to clone a garnishment from an existing into one or many rules. What does the feature mean to you Save time and create more accurate garnishments. Slide #41

42 Payroll Slide #42

43 Payroll Feature P_90_6. Improved Usability on Garnishment Setup Page 3 New Garnishment Status (Released, Cancelled, Terminated) Vendor Name added to prompt and added vendor location Disable DE Percent and Flat Amount if Max Option Selected Additional edits were added to prevent common data entry errors What does the feature mean to you Better tracking of garnishments and easier setup for the most commonly requested usability features. Slide #43

44 Payroll Feature P_90_7. Enhanced Garnishment Processing Modifications to Garnishment COBOL process What does the feature mean to you The most common issues that arose with Garnishments have been added to the COBOL process. Prevent manual intervention. Recognize employee deductions that are after the garnishment spec data is created. Update status to Complete when limit or stop date is hit Use override of exemption variables entered in the garnishment spec data Can handle negative manual checks to record the refund of an overpayment that included a garnishment Additional error messages where added Ability to override garnishment deduction on a separate check Slide #44

45 Payroll Feature P_90_8. Improved Integration w/ AP Enhanced the Extract Non-Tax Process to: What does the feature mean to you Minimize the number of checks created for garnishments to vendors and ensures that the check gets to the correct vendor location. Create one invoice or voucher per garnishment for employees who have multiple garnishments for the same vendor Send remit address for location and sequence number selected and saved on the Garnishment Spec Data Page rather than the Vendor default location Slide #45

46 Payroll Feature P_90_9. Historical Garnishment Page New page to review historical garnishment info. What does the feature mean to you Easier access to summary garnishment data as well as links to access the rules / spec pages and the actual paycheck data. Slide #46

47 Garnishment History Slide #47

48 Payroll Feature P_90_10. Integration with Time and Labor New filtering and separate check parms for Load Time and Labor process (load only Enhanced error reporting for load time and labor process Performance enhancements Payable time reversal processing What does the feature mean to you More flexibility for you to control what time is loaded and when and then reversals are more easily processed. Slide #48

49 Load Time and Labor Select from three processing options: Load All Time, Load Filtered Time, Load Prior Period Time. The load time to separate check enables you to load all filtered time or prior period time to on-cycle separate checks. Slide #49

50 Load Time and Labor via Filters Slide #50

51 Enhanced Error Reporting Slide #51

52 Enhanced Error Reporting Slide #52

53 Reversing Payable Time T&L Integration Options are: Reverse Only -and- Reverse and Gen New Row Slide #53

54 Benefits/Benefits Administration 54

55 Base Benefits Features Feature B_90_1. Benefit Rate Table enhancements. A single rate structure table replaces the following tables: Flat Age Graded Salary Percentage Service Rate What does the feature mean to you One place to setup benefit rates. On it, you define whether the rates are flat or percentage, the factors used (age, covered person, gender, etc.) and the operator factor. Then you used the Ben Rate table to define the plan specifics and rules. You can also define rates based on tax classes. If rates are split, then the matching tax class is required on the deduction code. This allows domestic partner coverage to be managed in a single plan and coverage code. Slide #55

56 Combination of Rate Types Slide #56

57 Define rules for the Benefit Slide #57

58 Details tab... Slide #58

59 Base Benefits Features Feature B_90_2. Calculation Rules Interface The calculation rules interface has been re-written to have only the fields needed for the calculation of rates. What does the feature mean to you A simpler page to define and maintain calculation rules for rates Slide #59

60 New Calculation Rules UI Slide #60

61 Base Benefits Features Feature B_90_3. Flexible Premium Options & Calculations Flexible Premium Options & Calculations Formulabased calculations. Split premiums by tax classes for employees and employers All attributes calculating coverage for life insurance and disability plans are centralized in a common formula-based component. You can select from existing formulas to calculate life insurance coverage or create your own coverage calculation formula. What does the feature mean to you Allow you to create flexible plans based on wide array or scenarios using formulas. Delivered PeopleSoft has several uses in the Life insurance and Disability plans, but plans to use more in the future. You can use it for more than these 2 types now, if you wish to do the setup. For Life Insurance you can reduce coverage by age and configure as many dependent plans that you need. You can also track dependents using two or more plans, have a spousal life plan and can flag plans to be discriminatory. Slide #61

62 Coverage Formulas Slide #62

63 Coverage Formulas w/ Enhancements Slide #63

64 Base Benefits Features Feature B_90_4. Dependent Data Simplified many of the dependent relationships and mapped them to benefit eligible statuses. You have the option of placing controls on relationships. For example: What does the feature mean to you Greater controls and flexibility in establishing your dependent data. You may configure a domestic partner relationship so that they must be of the opposite sex. Stepson and stepdaughter are collapsed into stepchild and stepchild maps to the benefit eligible status of child. Slide #64

65 Dependent Data Slide #65

66 Benefits Features Feature B_90_5. Employee Savings Plans The components have been streamlined making them more usable (ex: Limit Extension description) and added increased flexibility to limit processing and limit overrides. What does the feature mean to you Expanded plan functionality. Improved usability. Limit processing now supports 402(g), 457, 401(a) as well as Hardship Withdrawals and Contribution Suspensions. Limits also use the check date in the calculation process if the limit is reached within the same pay period (this fixed a problem of going over a limit) Slide #66

67 Benefits Features Slide #67

68 Benefits Features Feature B_90_6. Plan Type Support. What does the feature mean to you Can use out of the box HSA, Wellness, etc New Plan Type Support. Long-term care, Wellness, Legal and Health Spending Plans Slide #68

69 Ben Admin Features Feature B_90_7. Enhanced Medicare Tracking Fields were added to track Medicare entitlements/enrollments and additional eligibility fields to the eligibility tables in Ben Admin. What does the feature mean to you Employees can now be tracked on Eligibility A, B and D. Note: This is a Ben Admin Feature. Slide #69

70 Medical Eligibility Slide #70

71 Ben Admin Features Feature B_90_8. Dependent Coverage. Options to allow overage dependents to remain covered until policy states otherwise and to maintain dependents and coverage when employees are migrated from one plan to another. What does the feature mean to you Flexibility per plan is user configurable allowing for multiple plans with different setup Note: This is a Ben Admin feature. Slide #71

72 Benefits Features Feature B_90_9. Certification Questionnaires. Certification association questionnaires with dependent relationships or plan types. What does the feature mean to you Tracking & maintaining eligibility questionnaires via self service for various plan types (ex: domestic partner, wellness, etc.) Note: This is an ebenefits feature. Slide #72

73 Ex: Domestic Partner Slide #73

74 Benefits Features Feature B_90_10. Self-Service Dependent Data Delivers optional workflow to allow employees to enter dependent data and then be verified by Benefits Administrators. What does the feature mean to you Employees can enter information about dependents. Note: This is an ebenefits feature. Slide #74

75 Benefits Features Slide #75

76 Upgrade Service Offerings Planning Design Development Testing Implement We can then help with the upgrade by providing: Upgrade Assessment (2 Days) New Feature Assessment Unused Functionality Review Customization Impact Project & Resource Planning Upgrade Jumpstart (4-10 Weeks) Upgrade School Customization Assessment Interface Assessment New Feature Deep Dive New Module Proof of Concept Environment Launch Scope and Plan Confirmation An entire upgrade team A joint team Upgrade uplift services Select experts to augment you Advice and on-call expertise when needed Provide Production support freeing your team to work on the upgrade Slide #76

77 The Last Slide If you are interested in learning more about our upgrade launch services please contact us at: John Hoebler Cell: Fit-Gap Form Raffle: We will compile the results and draw a gift card winner. How we can help with your upgrade: 2 Day Fit-Gap Session Save 8 Weeks off Your Upgrade Imagine what you are about to go through, but with: All of your users and IT team A customization impact tool already prepared and the output ready to discuss A project planning exercise Upgrade Launch Services New Feature Proof of Concept Environment Launch Customization Impact Assessment SQR Retrofit Drivestream s Services include: PeopleSoft Upgrade Services PeopleSoft Module Implementation Project Solutions Our Innovative Augmentation Model Support Services Slide #77

78 Drivestream Upgrade Boot Camp The Upgrade Boot Camp will include: Recent upgrade success stories from your peers in other Mid-Atlantic organizations. Breakout sessions for: Functional Analysts Review of the new features in HCM, Financials and Supply Chain and their value to your organization. Technical Analysts The 9.0 impact on your existing customizations and new development tools (ex: Integration Broker, XML Publisher). System Administrator Valuable tips and tricks to make the first pass and test moves to production successful. Project Managers and Stakeholders Detailed overview of the upgrade process and best practices for planning and managing an effective PeopleSoft upgrade project. SAVE $50 when registration opens by using the Pre-Registration promo code: web1001 Slide #78

79 Drivestream s Online Upgrade Boot Camp November 5, 2008 Register Now! Sponsored by: For more details, contact marketing@drivestream.com Slide #79