Do your 9.0 HR, Payroll and
Benefits Fit-Gap (Right Now!)
This Session
¾
About Drivestream - Shameless Marketing Plug (30
Seconds)
¾
Upgrade Planning
¾
HR, Payroll, Benefits Fit-Gap (Right Now)
¾
More Shameless Marketing (30 Seconds)
For More Information – Contact [email protected] or 703-568-0332
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About Drivestream
For More Information – Contact [email protected] or 703-568-0332
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Key Drivestream Facts
Key Facts:
ƒ We specialize in PeopleSoft, PeopleSoft and PeopleSoft
We are thought leaders and experts in PeopleSoft:
ƒ Oracle Tier 1 Vendor
ƒ Only Vendor on QUEST PeopleSoft Product Advocacy Council
ƒ Sit on the boards of Philadelphia and Mid-Atlantic PS User Groups
ƒ QUEST Presenter of the Year, 2007
ƒ Keynote Speaker at Ohio, Kansas City and Mid-Atlantic RUGs
For More Information – Contact [email protected] or 703-568-0332
Slide #4#4
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The Last Slide
¾
If you are interested in learning more about our upgrade launch services – please contact
us at:
¾
¾
¾
¾
¾
John Hoebler
[email protected]
Cell: 703-568-0332
Fit-Gap Form Raffle:
We will compile the results and draw a gift card winner.
How we can help with your upgrade:
¾
2 Day Fit-Gap Session – Save 8 Weeks off Your Upgrade
¾ Imagine what you are about to go through, but with:
¾
¾
¾
¾
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
¾ New Feature Proof of Concept
¾ Environment Launch
¾ Customization Impact Assessment
¾ SQR Retrofit
For More Information – Contact [email protected] or 703-568-0332
Drivestream’s Services
include:
•PeopleSoft Upgrade Services
•PeopleSoft Module
Implementation
•Project Solutions – Our
Innovative Augmentation Model
•Support Services
Slide #5#5
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Our Options
Options
Challenge
ƒ Time Consuming
Self-Study Analysis
ƒ Impact Hard to Understand from Release Notes
– Review Release Notes
ƒ No real world experience with the new features
– Demo Environment
ƒ No framework for this type of analysis
ƒ Shot in the Dark
Best Guess Estimates
ƒ Hard to explain why we are upgrading
ƒ Plans are usually not correct on time, scope or budget
Neither of these were appealing or in our best interests.
For More Information – Contact [email protected] or 703-568-0332
Slide #6#6
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What can you get done in just 2 days . . .
¾
¾
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¾
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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
Facilitated
Process
And
Tools
Your Systems Experts
For More Information – Contact [email protected] or 703-568-0332
Business Users
Slide #7#7
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Attack the upgrade from both ends
Top Down
¾
¾
¾
¾
New PeopleSoft
Features
Review new features
Assess their value and LOE
Replace customization
Unused functionality
$$$
Project Plan
Scope
Budget
Team
Bottom Up
PS
Environment
¾
¾
¾
¾
For More Information – Contact [email protected] or 703-568-0332
Mine the tools data
Compare your customizations to the
9.0 table / process changes
Develop LOE for each customization
Infrastructure
Slide #8#8
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What is happening - Not just a Demo!
¾ Review each MAJOR 9.0 Feature
¾ Rank them on your spreadsheet
¾ Value – High / Medium / Low / None
¾ Replace Customization?
For More Information – Contact [email protected] or 703-568-0332
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Base HR Features
1
Profile Management
For More Information – Contact [email protected] or 703-568-0332
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#11
Profile Management
For More Information – Contact [email protected] or 703-568-0332
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#12
Profile Management
Feature
What does the feature mean to you
HR_90_1a. Your company policies, instructions and
business rules can be represented in eProfile while
being maintained in the message & text catalogs.
Allows for less modification and more flexibility
for the organization
HR_90_1b. eProfile is template driven. Templates
are unlimited, completely configurable.
Competencies,education, responsibilities can be
determined based on different profiles.
Allows for users to determine what is on the
profile, what can be added and edited without
modifications being required.
HR_90_1c. eProfile can be fed from ePerformance to
allow for complete integration.
Managers will be able to go to one place in the
system to determine an employee’s progress.
For More Information – Contact [email protected] or 703-568-0332
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#13
Profile Management
Feature
What does the feature mean to you
HR_90_1d. HR partners will know that all employees
are being evaluated against the appropriate criteria
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.
for their position or grade level.
HR_90_1e. Executives are able to identify highpotential employees who share competencies and
experiences to model profiles.
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.
HR_90_1f. Allows organizations to seamlessly match
candidates to jobs, create prescriptive learning and
development plans and measure performance against
established goals.
Provides end-to-end talent management
strategy to better attract, retain and engage
people.
For More Information – Contact [email protected] or 703-568-0332
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#14
Configurable Business Processes
Feature
What does the feature mean to you
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).
Helps reduce the high costs associated with the
development, customization and maintenance of
documents while increasing the efficiency of
document and reporting management.
HR_90_3. A centralized and highly configurable
approvals and delegation framework.
Reduces the need for customization, enables
regulatory compliance and increases overall
data integrity.
For More Information – Contact [email protected] or 703-568-0332
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#15
Workflow & Approvals
For More Information – Contact [email protected] or 703-568-0332
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Delegate
For More Information – Contact [email protected] or 703-568-0332
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#17
Next Generation Technology
Feature
What does the feature mean to you
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.
Allows rapid, flexible hiring from non-traditional
locations
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
Allows for non employees to easily be tracked
and maintained. Allows for deletion of specific
portions of a record vs the entire employee
record.
For More Information – Contact [email protected] or 703-568-0332
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#18
Smart Hire Template
For More Information – Contact [email protected] or 703-568-0332
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#19
Next Generation Technology
Feature
What does the feature mean to you
HR_90_6. Mass Updates allow for mass changes to
a large group of employees. Preview step for
validation ability. Reset Button.
Allows for company wide compensation increase.
Department transfers, reorganization or job code
changes.
For More Information – Contact [email protected] or 703-568-0332
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Mass Update Setup
For More Information – Contact [email protected] or 703-568-0332
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Mass Update Preview
For More Information – Contact [email protected] or 703-568-0332
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#22
Next Generation Technology
Feature
What does the feature mean to you
HR_90_7 Online I-9 processing with employee or
employer workflow.
Allows for full documentation and storage of I-9
information online. Eliminates paper.
For More Information – Contact [email protected] or 703-568-0332
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#23
I-9 Form
For More Information – Contact [email protected] or 703-568-0332
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#24
Payroll
25
Payroll
Feature
What does the feature mean to you
P_90_1. PDF version of Paycheck and Direct
Deposit. Also delivers administrator view of the
paycheck. (ePay)
Administrators or employees can view their
paycheck on-line. The paycheck includes YTD
running totals.
How it works . . . .
In addition, you can choose the number of days
you want the paycheck to be available online.
•
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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
Note: A similar process in ePay was delivered in 8.9
for Global Payroll users.
For More Information – Contact [email protected] or 703-568-0332
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#26
Online Paycheck PDF
On-line paycheck views are similar for both employees and adminstrators.
For More Information – Contact [email protected] or 703-568-0332
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#27
Payroll
Feature
What does the feature mean to you
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)
Ability to consent to electronic delivery. Allows
employees to see and print online.
How it works . . .
ƒAn SQR process that generates the XML data for the
print file and the individual year-end form or slip files.
ƒAn Application Engine process that inserts individual
year-end form data XML files into the database for selfservice viewing.
ƒAn 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.
For More Information – Contact [email protected] or 703-568-0332
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#28
Enable W-2 Options at the Company
For More Information – Contact [email protected] or 703-568-0332
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#29
Creation of Consent Text
For More Information – Contact [email protected] or 703-568-0332
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Online W2 PDF
For More Information – Contact [email protected] or 703-568-0332
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Re-Setting Consent Forms / Status
For More Information – Contact [email protected] or 703-568-0332
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Administrators View of Status
. . . Also available on a batch report.
For More Information – Contact [email protected] or 703-568-0332
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Online W2 PDF
For More Information – Contact [email protected] or 703-568-0332
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Payroll
Feature
What does the feature mean to you
P_90_3. Improved Disposable Earnings Setup.
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.
•
For More Information – Contact [email protected] or 703-568-0332
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Disposable Earnings
For More Information – Contact [email protected] or 703-568-0332
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Payroll
Feature
What does the feature mean to you
P_90_4. Flexible Garnishment Calculation
Formula
Allows for easier setup of garnishments.
Verification of past information is available on
one page.
Can now define formulas for garnishment rules via
an on-line component instead of using a pre-defined
formula. You can now:
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.
•
For More Information – Contact [email protected] or 703-568-0332
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Include / Exclude Garnishments
For More Information – Contact [email protected] or 703-568-0332
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#38
Specify values for Exemption Variables
For More Information – Contact [email protected] or 703-568-0332
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#39
Define the Exemption Steps
For More Information – Contact [email protected] or 703-568-0332
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#40
Payroll
Feature
What does the feature mean to you
P_90_5. Cloning Garnishments.
Save time and create more accurate
garnishments.
A new cloning garnishments App Engine enables
you to clone a garnishment from an existing into one
or many rules.
For More Information – Contact [email protected] or 703-568-0332
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#41
Payroll
For More Information – Contact [email protected] or 703-568-0332
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#42
Payroll
Feature
What does the feature mean to you
P_90_6. Improved Usability on Garnishment
Setup Page
Better tracking of garnishments and easier
setup for the most commonly requested
usability features.
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
•
For More Information – Contact [email protected] or 703-568-0332
Slide #43
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#43
Payroll
Feature
What does the feature mean to you
P_90_7. Enhanced Garnishment Processing
The most common issues that arose with
Garnishments have been added to the COBOL
process. Prevent manual intervention.
Modifications to Garnishment COBOL process
•
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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
For More Information – Contact [email protected] or 703-568-0332
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#44
Payroll
Feature
What does the feature mean to you
P_90_8. Improved Integration w/ AP
Minimize the number of checks created for
garnishments to vendors and ensures that the
check gets to the correct vendor location.
Enhanced the Extract Non-Tax Process to:
•
•
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
For More Information – Contact [email protected] or 703-568-0332
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#45
Payroll
Feature
What does the feature mean to you
P_90_9. Historical Garnishment Page
Easier access to summary garnishment data
as well as links to access the rules / spec
pages and the actual paycheck data.
New page to review historical garnishment info.
For More Information – Contact [email protected] or 703-568-0332
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Garnishment History
For More Information – Contact [email protected] or 703-568-0332
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#47
Payroll
Feature
What does the feature mean to you
P_90_10. Integration with Time and Labor
More flexibility for you to control what time is
loaded and when and then reversals are more
easily processed.
•
•
•
•
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
For More Information – Contact [email protected] or 703-568-0332
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#48
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.
For More Information – Contact [email protected] or 703-568-0332
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#49
Load Time and Labor via Filters
For More Information – Contact [email protected] or 703-568-0332
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#50
Enhanced Error Reporting
For More Information – Contact [email protected] or 703-568-0332
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Enhanced Error Reporting
For More Information – Contact [email protected] or 703-568-0332
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Reversing Payable Time – T&L Integration
Options are:
Reverse Only
-andReverse and
Gen New Row
For More Information – Contact [email protected] or 703-568-0332
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Benefits/Benefits Administration
54
Base Benefits Features
Feature
What does the feature mean to you
B_90_1. Benefit Rate Table enhancements. A
single rate structure table replaces the following
tables:
One place to setup benefit rates.
•
•
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•
Flat
Age Graded
Salary Percentage
Service Rate
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.
For More Information – Contact [email protected] or 703-568-0332
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Combination of Rate Types
For More Information – Contact [email protected] or 703-568-0332
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Define rules for the Benefit
For More Information – Contact [email protected] or 703-568-0332
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Details tab . . .
For More Information – Contact [email protected] or 703-568-0332
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Base Benefits Features
Feature
What does the feature mean to you
B_90_2. Calculation Rules Interface
A simpler page to define and maintain
calculation rules for rates
The calculation rules interface has been re-written to
have only the fields needed for the calculation of
rates.
For More Information – Contact [email protected] or 703-568-0332
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#59
New Calculation Rules UI
For More Information – Contact [email protected] or 703-568-0332
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Base Benefits Features
Feature
What does the feature mean to you
B_90_3. Flexible Premium Options &
Calculations
Allow you to create flexible plans based on
wide array or scenarios using formulas.
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.
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.
For More Information – Contact [email protected] or 703-568-0332
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Coverage Formulas
For More Information – Contact [email protected] or 703-568-0332
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Coverage Formulas w/ Enhancements
For More Information – Contact [email protected] or 703-568-0332
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Base Benefits Features
Feature
What does the feature mean to you
B_90_4. Dependent Data
Greater controls and flexibility in establishing
your 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:
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.
For More Information – Contact [email protected] or 703-568-0332
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Dependent Data
For More Information – Contact [email protected] or 703-568-0332
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Benefits Features
Feature
What does the feature mean to you
B_90_5. Employee Savings Plans
Expanded plan functionality. Improved
usability.
The components have been streamlined making
them more usable (ex: Limit Extension description)
and added increased flexibility to limit processing
and limit overrides.
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)
For More Information – Contact [email protected] or 703-568-0332
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Benefits Features
For More Information – Contact [email protected] or 703-568-0332
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Benefits Features
Feature
What does the feature mean to you
B_90_6. Plan Type Support.
Can use out of the box HSA, Wellness, etc
New Plan Type Support. Long-term care, Wellness,
Legal and Health Spending Plans
For More Information – Contact [email protected] or 703-568-0332
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Ben Admin Features
Feature
What does the feature mean to you
B_90_7. Enhanced Medicare Tracking
Employees can now be tracked on Eligibility A,
B and D.
Fields were added to track Medicare
entitlements/enrollments and additional eligibility
fields to the eligibility tables in Ben Admin.
Note: This is a Ben Admin Feature.
For More Information – Contact [email protected] or 703-568-0332
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Medical Eligibility
For More Information – Contact [email protected] or 703-568-0332
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Ben Admin Features
Feature
What does the feature mean to you
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.
Flexibility per plan is user configurable allowing
for multiple plans with different setup
Note: This is a Ben Admin feature.
For More Information – Contact [email protected] or 703-568-0332
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Benefits Features
Feature
What does the feature mean to you
B_90_9. Certification Questionnaires.
Tracking & maintaining eligibility questionnaires
via self service for various plan types (ex:
domestic partner, wellness, etc.)
Certification association questionnaires with
dependent relationships or plan types.
Note: This is an eBenefits feature.
For More Information – Contact [email protected] or 703-568-0332
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Ex: Domestic Partner
For More Information – Contact [email protected] or 703-568-0332
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Benefits Features
Feature
What does the feature mean to you
B_90_10. Self-Service Dependent Data
Employees can enter information about
dependents.
Delivers optional workflow to allow employees to
enter dependent data and then be verified by
Benefits Administrators.
Note: This is an eBenefits feature.
For More Information – Contact [email protected] or 703-568-0332
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Benefits Features
For More Information – Contact [email protected] or 703-568-0332
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#75
Upgrade Service Offerings
Planning
Design
Development
Testing
Implement
We can then help with the upgrade
by providing:
Upgrade
Jumpstart
(4-10 Weeks)
Upgrade
Assessment
(2 Days)
•
•
•
•
New Feature Assessment
Unused Functionality
Review
Customization Impact
Project & Resource
Planning
•
•
•
•
Upgrade School
• Customization
Assessment
• Interface Assessment
• New Feature Deep Dive
New Module Proof of Concept
Environment Launch
Scope and Plan Confirmation
For More Information – Contact [email protected] or 703-568-0332
•
•
•
•
•
•
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
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The Last Slide
¾
If you are interested in learning more about our upgrade launch services – please contact
us at:
¾
¾
¾
¾
¾
John Hoebler
[email protected]
Cell: 703-568-0332
Fit-Gap Form Raffle:
We will compile the results and draw a gift card winner.
How we can help with your upgrade:
¾
2 Day Fit-Gap Session – Save 8 Weeks off Your Upgrade
¾ Imagine what you are about to go through, but with:
¾
¾
¾
¾
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
¾ New Feature Proof of Concept
¾ Environment Launch
¾ Customization Impact Assessment
¾ SQR Retrofit
For More Information – Contact [email protected] or 703-568-0332
Drivestream’s Services
include:
•PeopleSoft Upgrade Services
•PeopleSoft Module
Implementation
•Project Solutions – Our
Innovative Augmentation Model
•Support Services
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#77
Drivestream Upgrade Boot Camp
The Upgrade Boot Camp will include:
™
Recent upgrade success stories from your peers in other Mid-Atlantic
™
Breakout sessions for:
organizations.
9
Functional Analysts – Review of the new features in HCM, Financials and Supply
Chain and their value to your organization.
9
Technical Analysts – The 9.0 impact on your existing customizations
development tools (ex: Integration Broker, XML Publisher).
9
System Administrator – Valuable tips and tricks to make the first pass and test moves
to production successful.
9
Project Managers and Stakeholders – Detailed overview of the upgrade process and
best practices for planning and managing an effective PeopleSoft upgrade project.
and new
SAVE $50 when registration opens by using the Pre-Registration promo code:
web1001
For More Information – Contact [email protected] or 703-568-0332
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Drivestream’s Online Upgrade Boot Camp
ƒ November 5, 2008 – Register Now!
http://www.drivestream.com/ps_Online_bootcamp/index.html
Sponsored by:
ƒ For more details, contact [email protected]
For More Information – Contact [email protected] or 703-568-0332
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