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PeopleSoft HCM 9.0 and BeyondTerence P. O’BrienConsulting Senior Practice Director | Oracle ConsultingNovember 30th, 2007 – Southern New England User Group
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Agenda
• Introductions • HCM Market Business Drivers• HCM 9.0 Value Drivers & Release
Highlights• Why Upgrade? Assumptions & Business Value
• Where to Find Additional Information
Introductions
• Presenter - Terence O’Brien• Oracle Consulting• 10 Years PeopleSoft Experience• Presented 9 years ago at NY Metro RUG
• Audience • Open world? Impressions?• Companies, Industries represented?• Releases in production? Oldest? Newest?• Interests today?• Fusion?
• Interactive Session• Questions welcome
Agenda
• Introductions • HCM Market Business Drivers • HCM 9.0 Value Drivers & Release
Highlights• Why Upgrade? Assumptions & Business Value• Where to Find Additional Information
Market and Value DriversMarket Drivers Key Processes Value Drivers
Aging, Shrinking Workforce
Talent Management
Attract, hire and retain the best peopleThe right person in the right jobHigh employee moraleBecome the “employer of choice”Leverage the contingent workforce
Increase Organizational
Value Integration, Workflow
HR Intelligence, Workforce Analytics
Single source of truthKey contributor to financial resultsAnalyze key metricsLeverage latest technology and methodsEliminate manual efforts and streamline processes
Simplify HR/PR setup and maintenance Enhance service offerings; empower employees
Lower costs; anticipate changeStandardize HR policies
HR and the Boardroom
Global HR, Payroll and Benefits, Self Service
Workforce Administration
Boost productivityLower cost of service deliveryStreamline complicated processesAlign with best practices
GlobalizationShared Services
Organizational Structure,Process Flows
How PeopleSoft HCM Can Help
Aging, Shrinking Workforce• Learning Management ePerformance eDevelopment Services Procurement• Workforce Scheduling Candidate Gateway Talent Acquisition Manager• Workforce Planning Workforce Rewards Workforce Scorecard
HR and the Boardroom• Human Resources Payroll (Global/NA) Oracle Incentive Compensation• Benefits Administration Time & Labor Absence Management• eBenefits eCompensation eCompensation Manager Desktop• ePay eProfile eProfile Manager Desktop• Pension Administration Stock Administration Workforce Scheduling
Increase Organizational Value• HCM Warehouse Portal EPM (Workforce Analytics)• All Self Service Apps Help Desk for HR Fusion Middleware• Workforce Planning Workforce Rewards Workforce Scorecard
Globalization• Approvals & Delegation Fusion Middleware Best Practices & Metrics • Collaboration Tools User Experience Setup & Productivity Tools• Shared Services Consulting Services Business Process Redesign
PeopleSoft 9.0The Extended Value Release
PeopleSoft 9.0 Enables…A Superior
Ownership ExperienceBest-in-Class
Business Processes
Release 9.0 ThemesRelease 9.0 Themes
Extended Value Through Technology
Agenda
• Introductions • HCM Market Business Drivers• HCM 9.0 Value Drivers & Release
Highlights• Why Upgrade? Assumptions & Business Value• Where to Find Additional Information
PeopleSoft HCM 9.0 Value Drivers
Manage TalentEnterprise-Wide
Streamline Business
Processes
Extend the Value of Your
Investment
HCM 9.0
• Highly configurable applications
• Increased Compliance
• Lower TCO
• Organizational empowerment
• Deep product integration• Increased visibility to key
data
• Ensure organizational success• Maintain a competitive edge• Recruit, hire and retain top talent
PeopleSoft HCM 9.0 Value Drivers
Manage TalentEnterprise-Wide
Streamline Business
Processes
Extend the Value of Your
Investment
HCM 9.0
•Organizational empowerment •Deep product integration•Increased visibility to key data
Mass Update
• Company wide compensation increase• Department transfers• Job code changes• Labor Agreement changes• Reorganizations
Improved! Mass Update
• Make data changes to a large group of employees• Improved performance through multi-threaded
processing• New Preview step for data validation• Improvements in user experience• Expanded data availability• RESET Button
Person Management Enhancements
• ERN Delete• Full support for Person Model• Delete specific portions of an employee record rather than
entire employment record
• Person of Interest Payees• Allow certain POIs to receive benefits and/or pay
• Online I-9 Processing• Includes employee- and employer-driven workflow• Allows for full documentation and storage of I-9 information
Person Management Enhancements (cont)
• Contract Enhancements for Contingent Workers• Track and Associate at contract or task/subcontract level
• Workforce Job Summary• Full Job Summary for Employees and Contingent Workers• Document Badges and Security Clearances (USF)
• Temporal-Item Tracking• Store and track date-sensitive items, such as badges, permits, etc
• Hire Contingent Workers as US Federal Employees
Benefits Solutions
Base Benefits• New Plan Type Support
• Long-term care, Wellness, Legal and Health Spending Plans• Flexible Premium Options & Calculations
• Formula-based calculations• Split premiums by tax classes for employees and employers
• Enhanced Plan Management• Hardship withdrawal management available for all savings
plans• Flexible limit processing for contributory plans
Benefits Solutions (cont)
eBenefits• Enhanced enrollment process
• Optional Certification of eligible Dependents and elections
Benefits Administration• Dependent Management
• Allow over-age dependents to remain in a plan
• Plan Management• Movement between plans is now allowed while maintaining
covered dependents and coverage codes
Principles of Time & Pay
Greater Control
Heightened compliance and
product integration.
Increased Flexibility
Delivered processes to enable
operational success.
Deeper Visibility
Meaningful data insight.
Greater ControlStreamlined Product Integration
Absence Management
Payroll Time & Labor
Greater ControlDecision Support and Action
• Data Reconciliation• Delivered Reports and Notifications highlight data conflicts • Online filters for data matching• Links to take action on issues
• Ability to Re-Process Time • Re-process by employee or pay group
• Global Payroll Data Archive Template• Archive historical data (i.e. Calculation, Banking and GL
Results)
Increased FlexibilityEffective Data Management
• T&L/Payroll Data Filters• Select by Employee, Group or Earnings• Create Separate Checks
• Delivered Reversal Functionality• Select if data can be re-processed or cancelled• Status codes and data sent back to Time & Labor
• On-Demand / Off-Cycle Processing• Delivered, configurable dashboard for processing off-cycle
request• Global Payroll Trigger and Packaging Enhancements• U.S. Garnishment Functionality
• Delivered, rule-driven garnishment module
Deeper VisibilitySingle Timesheet for Absence and Time Data
• Employees Can:• View absence data and worked time in one place.• Enter and adjust absences on timesheet.• Check absence rules on the timesheet.
• Managers Can:• View full time summary, including planned and reported time• Approve a single timesheet for T&L and Absence data
• Time Administrators Can:• Provide real-time visibility in Time & Labor for all time events• Ensure that Payable Time reflects the correct cost
Deeper VisibilityAutomated Form Management
• PDF Version of pay check and deposit advice• Provides same format for printed and electronic versions• Allows for printing on a single page with YTD amounts on all
self-service checks, not just the current one• Provides configurable availability date for self-service viewing• Delivers administrator view of paycheck
• PDF Version of Year End Forms• Provides ability to consent to electronic delivery • Provides ability to print forms in legally required format• Forms include:
• W-2 / W-2C / W-2AS / W-2GU / W-2VI (for US)• T4 / T4A (for Canada)
New! Smart Hire• Create and Deploy Configurable Hiring Templates
• Default and hide all common fields to reduce and accelerate entry• Include required, optional and custom fields• Eliminate complexity: hiring can be performed via eProfile Manager• Enable workflow for hiring approvals
• Supports Person Model and Labor Agreements
• Leverage Search/Match to avoid duplicate records
PeopleSoft HCM 9.0 Value Drivers
•Highly configurable applications
•Increased Compliance•Lower TCOHCM 9.0
Manage TalentEnterprise-Wide
Streamline Business
Processes
Extend the Value of Your
Investment
New! Introducing XML PublisherDocument Management Made Easy!
How XML Publisher Works• Leverages XML Technology to tag data elements• Deployable to end users to create their own reports• Uses security to ensure data is accessible to authorized users
How You Can Use XML Publisher• Create reports using standard desktop publishing tools
• Microsoft Office• Microsoft Excel• Adobe Acrobat
• Create your Business Documents as repeatable forms and reports• Printed certificates, authorizations, etc
Extract Once – Publish Multiple Times
Employee Data
HR
CEO
Finance
XML
EFT
Employees
XML
Government
Excel
HTML
XML Publisher
XSL
Different TemplatesFor different output formats
XML PublisherMoving From This…
XML PublisherTo These…
Approvals and Delegation Framework
• Common Approvals Framework for most Transactions• Common Delegation Framework
• Workflow-driven delegation• Defined period of time or open-ended
• Proxy Management• Full Delegation Administration
• Manage delegations• Review and Revoke
Change Impact Analyzer
• The Problem:• Customers asked for a better way to manage fixes and patches• Oracle needed to provide more robust guidance for testing
• The Solution:• PeopleSoft Change Impact Analyzer (PSCIA)
• How:• Identifies application impact• Highlights business processes requiring testing
• Displays navigation paths affected by a patch• Generic tools (Java app) support multiple versions of PeopleTools
as far back as PT8.20 (8.1x) and 8.4x
PeopleSoft HCM 9.0 Value Drivers
Manage Talent Enterprise-Wide
HCM 9.0
Streamline Business
Processes
Extend the Value of Your
Investment
•Ensure organizational success•Maintain a competitive edge•Recruit, hire and retain top talent
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“Nothing is as important as identifying, training, and holding onto talented people” – Jack Welch
“We don’t hire commanding officers, we grow commanding officers.” – Captain Thomas Broderick, U.S. Navy
Talent Management:A set of business practices that
manage the planning, acquisition, development, retention and
advancement of talent in order to achieve business goals and optimize
performance.
The Talent Life Cycle
Talent Planning
Career Planning
Learning & DevelopmentCompensation
Measure and Report
SuccessionPlanning
Recruiting
Performance Management
Profile Management
• Defining
• Recruiting
• Measuring
• Developing
• Advancing
• and Rewarding
… Your Talent
Profiles in Practice Manufacturer Goes Global
• Consider Organizational StrategyOpening plants in Eastern Europe, Africa, Southeast Asia
• Identify Critical RolesNeed managers, technical specialists in untraditional locations
• Create Model Job ProfilesIdentify common skill requirements, consider cultural differences: hard skills, language, local behaviors
• Leverage Profiles to Build Talent Pool Recruit local talent with confidence Move willing talent whose skills will transfer Create international mentoring opportunities for rising stars
• Plan for Future NeedsCreate local training program tailored to model profiles
Recruiting Solutions Enhancements
• Configurable Offer Letters• Online Contact Management
• Automatic contact notes generated by interview and offer letter
• Add Notes at any phase during the recruiting process
• Enhanced timezone support• OFCCP
ePerformance Enhancements
• View learning within the context of a performance evaluation
• Link to learning system to recommend new courses• Flexible Approvals and Delegations• Printable, Configurable Performance Document• Document cloning
• Roll content forward between review periods• Use same review criteria for multiple individuals
Enterprise Learning Management 9.0
• Certification and Compliance• Nested certifications• Configurable expirations• Waivers, equivalencies• Program requirement push
• Enhanced integration with PeopleSoft HCM• Fully supports Person Model and Multiple Jobs• Enhanced EIP Processing and Error Handling• Profile Management, ePerformance
• Usability Improvements (Learner, Manager, Administrator)
• Disconnected Learning – Certified Integration with Backweb
Agenda
• Introductions • HCM Market Business Drivers• HCM 9.0 Value Drivers & Release
Highlights• Why Upgrade? Assumptions & Business Value• Where to Find Additional Information
Upgrade Strategy
The Business Value of HCM 9.0and
Making the Case
What’s in a Business Case, typically…
Business BlueprintA high-level explanation of the expected impact to people, processes, and systems
Financial ModelCosts, benefits and assumptions
Implementation RoadmapA high-level plan identifying activities, timing and levels of effort
Business Blueprint…Planning Considerations
• Application Functionality• Technology Enhancements• Operational Considerations• Support Horizon
Appropriate Upgrade Path• Applications Unlimited• Fusion Applications
Upgrade Approach• Onsite• Solution Center (Lab)• Hybrid
Key New Features/Functions in HCM 9.0NEW FUNCTIONALITYWorkforce Management
enhancements
SmartHire
Mass Update
Profile Management
Recruitment letter
I-9 Processing
Industry Enhancements for
Military & Gov’t/Public Sector
Global Payroll enhancements
NEW ENABLERS• Document Generation -- XML
Publisher• Approvals and Delegation
Framework• Setup Manager• Excel to CI• Integration Broker enhancements• Pagelet Wizard enhancement to
support WSRP• Data Archive Manager• Change Impact Analyzer
People Process Tech
Creating the Financial Model
Financial Model MethodologyFinancial Model Methodology
Identify Benefit Areas
Identify Benefit Areas
List Potential Benefits
List Potential Benefits
Calculate Current
State
Calculate Current
State
Estimate Future State
Estimate Future State
Summarize Potential
Summarize Potential
• Include Costs and Assumptions• Think It Through• Look for Both Tangible and Intangible Benefits• Get Buy-in from All Stakeholders
What Kind of Benefits Can You Expect from Managing Talent Enterprise-Wide?
Higher quality products and servicesLower employee turnover rateLower hiring and training costsMore productive and skilled employeesReduced employee downtime during the on-boarding, transfer, and off-boarding processRevenue Growth from better customer retention
Benefit DescriptionBenefit Description
Expense, Productivity & Revenue Improvements
Increase in morale at all levels Reduced risk from outdated Information TechnologyImproved business flexibility through better leadership and planning
Other Improvements
Credibility, Investor Confidence
Risk
Employee Satisfaction
Business Business EnvironmentEnvironment
Profit or Constituent Services
Organizational Value
Operating Expenses
Sales / Services
Income Income StatementStatement
Employer of Choice
What Kind of Benefits Can You Expect from Streamlining HCM Business Processes?
Reduced compensation overpaymentsImproved HR staff and employee productivityImproved integration reduces custom IT costsReduce services and overhead costs & other operational costsReduce time to hire & reduced loss of organizational productivityFaster, better managerial decision-making at all levels
Benefit DescriptionBenefit Description
Expense, Productivity & Revenue Improvements
Improved employee morale
Improved business flexibility
Improved brand image
Other Improvements Credibility, Investor Confidence
Risk
Employee Satisfaction
Business Business EnvironmentEnvironment
Profit or Constituent Services
Organizational Confidence
Operating Expenses
Sales / Services
Income Income StatementStatement
HR Strategic Importance
What Kind of Benefits Can You Expect from Extending the Value of Your Investment?
Reduced operational costsImproved salary planning streamlines labor costsEliminate costs of multiple reporting systemsProactive, strategic decisions through dashboardsLower or eliminated penalties for non-compliance through workflow/dashboardsBetter leadership through workforce planning
Benefit DescriptionBenefit Description
Expense, Productivity & Revenue Improvements
Credibility, Investor Confidence
Risk
Employee Satisfaction
Business Business EnvironmentEnvironment
Profit or Constituent Services
Improved Governance & Control
Operating Expenses
Sales / Services
Income Income StatementStatement
Faster/better access to information enables managers to see trends, expand revenue or savings opportunities, and avoid risks
Other Improvements
Increased Shareholder
Value
What Kind of Benefits Can You Expect from SOE in HCM 9.0?
Reduced custom reporting costs through XML Publisher
Increased efficiency of document & reports management
Improved employee, HR staff, and manager productivity through improved approvals framework
Quicker implementation and setup turnaround with improved tools
Benefit DescriptionBenefit Description
Expense, Productivity & Revenue Improvements
Improved decision making with accurate support
Reduced risk with stricter approval controls
Other ImprovementsCredibility, Investor Confidence
Risk
Employee Satisfaction
Business Business EnvironmentEnvironment
Profit or Constituent Services
UserConfidence
Compete More
Effectively
Operating Expenses
Sales / Services
Income Income StatementStatement
Extended Maintenance and Support2008 2009 2012 2013 20142000-2006 2007 2010 2011 2015
8.0 SP1 (Dec 2000 –Mar 2007)
8.3 (Nov 2001 – Mar 2008)
8.9 (Dec 2004 – Dec 2010)Extended Support
(Dec.2010 – Dec 2012)
9.0 (Est. Dec 2006 – Dec 2012)Extended Support
(Est. Dec 2012 - Dec 2015)
First use of Fusion
Middleware
Individual Next-Gen
Applications
First Release Fusion Apps F U S I O N Applications
Lifetime Support
9.1 (no release date set)
8.8 (Dec 2002 – Dec 2008)Extended Support
(Dec.2008 – Dec. 2010)
8.9 ANZ (Sep 2005 – Sep 2011)Extended Support
(Sep 2011 – Sep 2013)
How Much
is This Worth?How Much How Much
is This Worth?is This Worth?
Defining the Implementation Roadmap
Example
Group A Implementation
Group B Implementation
Year 1 Year 2Year 1 Year 2Year 1 Year 2 Year 3 +Year 3 +Year 3 +
Measure Results
Program Kickoff
Solution Design Work Shops
Refine Business Case
Architecture Design and Planning
Communications and Training Plan ExecutionDevelop Training and Communications Plan
Design Implementation
Track Results
Continuous Improvement
Stabilize and Evaluate Next Steps
Oracle’s Applications StrategyApplications Unlimited For PeopleSoft Enterprise
Oracle’s plan to continue providing ongoing enhancements to current Oracle applications beyond the delivery of Oracle Fusion Applications
Applications Unlimited has NO impact on the targeted delivery dates for Oracle Fusion applications
Latest ReleaseLatest Release Next ReleaseNext Release
UnlimitedUnlimitedVersion 9.0Version 9.0 Version 9.1Version 9.1
FUSIONUnlimitedUnlimited
Continued Product ReleasesPeopleSoft Release 9.1
Focus of PeopleSoft Roadmap• Ongoing adoption of Fusion technology components• Integration to other Oracle products• New enhancements including ongoing legal and regulatory updates• Consideration for back-porting selective capabilities to prior releases which
have a supported migration path to FusionPeopleSoft Release 9.1 Timeline
2006 2007 2008
Solicit Feedback and Finalize PeopleSoft Release 9.1 Plan
PeopleSoft Release 9.1 Target GA
Post Updates of Integrations, Dashboards, and Web Services
Continued Product ReleasesPeopleSoft 9.1 Roadmap Progression
Develop Roadmap Candidate
List
Develop Roadmap Candidate
List
Validate Candidate
List
Validate Candidate
List
Refine Candidate
List & Estimates
Refine Candidate
List & Estimates
Finalize Release
Plan
Finalize Release
Plan
In Progress
DesignDesign CodingCoding
Requirements From:• User Groups• Industry Strategy• Global Strategy• Support• Market Factors
Validation Groups• PeopleSoft Customer
Advisory Boards• PeopleSoft Strategy
Councils
PeopleSoft 9.1 Timeline PeopleSoft Release 9.1and PeopleTools 8.50
Target Rollout
2007 2008
PeopleTools 8.49 GA Q2 2007
2009
Continued Product ReleasesPeopleSoft 9.1 Themes
PeopleSoft 9.1 Plans To Enable…Organizational Effectiveness
IntelligentBusiness Execution
Release 9.1 ThemesRelease 9.1 Themes
Flexibility
A Word About Fusion Applications
• The course for Fusion Applications has been set and it involves deeper delivery of the benefits in three key focus areas: better business insight, adaptive business processes, and superior ownership experience.
• Embed business intelligence, so that users can attain better business insight that is presented in the context of a workflow for decision making.
• Investment in a service-oriented architecture will eliminate the proverbial business/IT divide.
• Holistic approach to reducing your total cost of ownership —installation, patching, upgrading, maintenance, and end user productivity.
Where to Find Additional InformationThe following documents detailing HCM 9.0 have been
posted to Customer Connection:
• Statement of Direction• Release Value Proposition• PreRelease Notes