expanding hrms while minimizing impact on future upgrades session 1001 jennifer gehrt, human...
TRANSCRIPT
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Expanding HRMS while Minimizing Impact on Future Upgrades
Session 1001
Jennifer Gehrt, Human Resources
John Letourneau, Information Systems
Kansas State University
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Session Outline
Overview of HRMS implementation at Kansas State University
K-State’s Guiding Principles of System Development
Tips to Successful Modifications Questions?
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Kansas State University Overview
Fall 2000 Enrollment = 21,929 Over 10,000 Active Employees Land Grant Institution with employees
in 105 Kansas counties and other states Process payroll for K-State plus 4
affiliated corporations
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PeopleSoft Users at K-State
About 400 PeopleSoft End-Users Majority of data entry in Position, Job,
Benefits, Deductions, Payroll, etc. is centralized— entered by HR & Budget Office staff
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PeopleSoft Implementation/Upgrade Dec 95 - Implemented PS 4.0 HRMS with
Base Benefits & Payroll Jun 98 - Upgraded to PS 6.01 Public
Sector Oct 99 - Upgraded to PS 7.51 HRMS
Education &Government Oct 01 - Upgrade to PS 8 HRMS
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HRMS Sub-Modules Implemented
Position Management Training Administration Health & Safety
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K-State’s Guiding Principles of Development
Don’t change COBOL Don’t change Record definitions Do change Panel Groups as necessary Do create custom menus for new
functionality/reports
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K-State’s Guiding Principles of Development, continued
Do create thorough documentation standards so that changes to delivered PeopleCode can easily be found
Clone SQR’s
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K-State’s Guiding Principles of Development, continued
Build sub-systems which interact with delivered PeopleSoft primarily in batch
Open communication between users and developers
Continuous feedback from users
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K-State’s Tips to Successful Modifications
Effective Project Teams-- Empower project team leaders to make decisions!!
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Effective Project Team is Key
Ideal functional project team member has background in multiple functions
Train functional team members on several PeopleSoft functions (i.e., hr, benefits, and payroll)
Functional and technical staff attend PeopleTools courses together, if at all possible
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K-State’s Tips to Successful Modifications, continued
Enroll key functional staff in PeopleTools I course
Test all modifications in a production-size environment
When designing modifications…Think BIG - consider all possibilities, then re-think it again
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Upgrade Tips
Trust the upgrade compare reports Eliminate customizations with each
upgrade
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Do we always toe the line?
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Why not follow the rules?
Several fields added to Position Data record
Created new Position Data panel– KSU POSITION
DATA
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Following the Rules...
KSU Employment Data Record
KSU Employment Data Panel
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Unclassified Data
KATS Faculty/Staff – (K-State Access Technology System)
Faculty Senate Graduate Faculty Status Misc. Dates
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Summer School Processing
Uses interface from in-house Student Information System for course and enrollment data
Used for planning, budgeting, reporting Batch update of JOB data record
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Questions?
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Expanding HRMS while Minimizing Impact on Future Upgrades
Session 1001
Jennifer Gehrt, Human Resources,[email protected]
John Letourneau, Information Systems, [email protected]