Enhance Your HRIS User Experience Via Feature Packs Consultant Nicole Braun Quest Collaborate13
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TODAY S AGENDA Overview Org Chart Manager Dashboard Talent Summary 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 First appeared in 9.1 with PeopleTools 8.51 Hierarchy derived from the Job Tree Builder: Tree Structure ID: COMPANY_DIRECTORY Users can be any employee Direct Line Reports New to 9.2 with PeopleTools release 8.52 Hierarchy derived from the Direct Reports Configuration Manager Users must have direct reports Matrix Reporting New to 9.2 with PeopleTools release 8.52 Hierarchy can be derived from one of three options Manually Created By Access Type 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 Change Name Update Home/Mailing Address Update Emergency Contacts Update Marital Status Review Ethnicity Details View Personal HR Summary View Employee Personal Info
ORG CHART ACTIONS Feature Pack 2 Self Service Menu Employee Self Service Actions Time Management 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 Job and Personal Information Employee Self Service Actions Manager Self Service Actions 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 View Benefits Summary View Dependent and Beneficiary Info Manager Self Service Actions Request Ad Hoc Salary Change View Total Rewards View Compensation History View Employee Stock Option Summary N/A
ORG CHART ACTIONS Feature Pack 2 Self Service Menu Employee Self Service Actions Manager Self Service Actions Payroll 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 Employee Self Service Actions Menu Development View My Current Profile View My Historical Profile View My Job Profiles View My Interest List Performance Management Create My Performance Document Create My Development Document Manager Self Service Actions View Current Team Profiles View Team Historical Profiles View Team Interest Lists Create My Performance Document Create My Development Document
ORG CHART ACTIONS Feature Pack 2 Self Service Menu Career Planning Succession Planning N/A Employee Self Service Actions View My Career Progression Chart Manager Self Service Actions Manage Career Plans View Career Progression Chart 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 Job Offer Job Opening Manage Payable Time Manage Reported Time Manage Absence Approve Military Rank Change Nonperson Profile Performance Document Person Profile Promotion Reporting Change Transfer
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 Job Details Tab Contact Tab Career Plan Tab Display Name First Name Last Name Actions Potential Job Title Performance Rating Bar Compa-Ratio Position in Salary Range Employee ID Job Code Years in Job Job Title Schedule Telephone Email Department Location Instant Message Review Date Relocate? International? Travel
DIRECT LINE REPORTS PAGELET Delivered Tab Options Compensation Tab Performance Tab Time Tab Succession Tab Annual Salary Salary Currency Salary Range Minimum Salary Range Midpoint Salary Range Maximum Compa-Ratio Quartile Percent Range Last Rating Period Begin Date Period End Date 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 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 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
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. Nicole.Braun@emtecinc.com
ADDITIONAL 9.1 ENHANCEMENTS Business Objectives Management Plan Careers Compare Profiles Talent Pools
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