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PeopleSoft HCM Update
Lisa Chow – Lisa.x.Chow@oracle.comProduct Manager Director
February 22, 2018
PeopleSoft Aloha User Group
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Safe Harbor Statement
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.
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PeopleSoft HCM Customer Status
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PeopleSoft HCM Customer Status
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PeopleSoft HCM Customer Status
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PeopleSoft HCM Customer Status
Deployed Fluid?
Yes
No52% 48%
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MANUFACTURING
FINANCIAL
OTHERS…
HEALTHCARE
PUBLIC SECTOR
EDUCATION
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Customer Success Stories
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PeopleSoft Delivered in the last 18 Months
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Data Privacy Enhancements
eSocial ComplianceFluid Timesheet for
Elapsed Time
Fluid Total Rewards
Classic Plus
10Releases
PeopleTools8.56
24New
Analytics
Fluid ESS for HR HelpDesk
Day One Onboarding
Fluid Absence Self Service
Enhancements
MW
GSS for New Positions
PNA ComponentLockdown
GP Element Browser
Global Legislative Updates
Fluid ESS for HR
LearningEmployee Snapshot
9New
ApprovalsFluid GSS for US Federal
PAR Processing
T&L Bulk Auto Enrollment
Control Access to Applicant Data
Fluid Manager Self Service for Time & Labor
Guided Self Service Multi-select
Dotted Line Reporting
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HCM Image #24 & 25• Guided Self Service Multi-Select & Navigation Collection• Employee Snapshot Configuration Enhancements• Onboarding - Manager View• Fluid Guided Process For Federal Administrators• Benefits – Update Employee Beneficiaries• Company Directory - Dotted Line Set Up• I-9 - New Form• Time and Labor: Bulk Auto Enrollment, Fluid Timesheet• Talent Acquisition Manager - Enhanced Applicant Security• Global Payroll Core - Enhancing the Cobol Trace tools, UK - GPUK Incoming XML files, Self
Service Reporting on Mobile• Data Privacy – Person and Applicant Delete Processes• Mobile Approvals – T&L Over Time Requests, T&L Payable Time, Person and Non-Person
Profiles, Allocate Compensation
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Product Demonstrations
Day One On-Boarding (Employee Engagement)
Employee Snapshot (Talent Management)
Total Rewards Statement (Employee Retention)
Company Directory/Dotted Line Reporting (Core HR)
Manager Guided Self Service (Multiple Transactions at once)
Fluid Timesheet (Time and Labor)
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On-Boarding
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Day 1 OnBoarding
• Employee View – PI-23
• Manager View
• Admin View
Off Boarding
• Employee Activities
• Manager Activities
• Interested Party Activities
Pre-Boarding
• Activities prior to day 1
• Work with PeopleSoft Recruiting
Trans Boarding
• Internal movement
• Department to Department
• Company to Company
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• Administrator View
– Ability for HR administrators to view progress
– Ability for HR administrators to mark complete
• Analytics
–% complete
– Steps skipped and/or completed
• Pre-Boarding
• Off-Boarding
• Trans-Boarding
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OnBoarding - What is Next?
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Employee Snapshot
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• One Stop Talent Management for Managers
• Configurable Options
• Part of your Core HR License
• Future Roadmap
– Provide Employee View
– Provide Talent Management Administrator View
– Provide ability to update data
– Configurable Approvals
– Simplified Analytics
Employee Snapshot
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Total Rewards Statement
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• Highly configurable and complete feature set
• Part of Core HR for 9.2 customers
• Pools internal and external data
• Familiar usability and access for employees
• Control of statement production
– Control of content
– Control of frequency
Fluid Total Rewards Statement
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Company Directory and Dotted Line Reporting
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Fluid Company Directory
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Search with visual filters
Go mobile with FLUID company directory
Reporting structures including matrix teams and dotted line reporting
Recently Viewed and Favorites
Quick, easy access to employee info and profile
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• Dotted line relationships are one-to-one relationships between two individuals where one is a dotted line report to another
• Dotted Line relationships do not carry the same weight as direct line relationships but are valuable for creating lines of control
• Examples– Mentor- Mentee – VP – Program Manager– Product Manager - UX
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Dotted Line Relationship
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• Focus Group driven roadmap of enhancements
• Configurability of fields and view
• Global, consistent setting for phone number and position title display
• Display vacant positions
• Export / download / print org chart
• More ways to navigate to org chart
Company Directory
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Guided Self Service –Multiple Transactions
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• Promote Employee
• Transfer Employee
• Request Ad Hoc Salary Change
• Request Reporting Change
• Request Location Change
• Change Full/Part Time & FTE*
• Retire Employee
• Terminate Employee
• Request Demotion*
• Request Leave of Absence*
• Request Unpaid Leave*
• Request Clone Position*
Guided Self Service Transactions
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*Only available with GSS
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Guided Self Service Put Your Managers in Control with Guided Self-Service
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• Guide managers through submitting transactions
• Compound transactions into one process
• Decision support assistance
• Configurability by transaction
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Customers Deploying Fluid Guided Self Service
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Fluid Timesheet
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• Employee Self Service Entry of Elapsed Time on Large Form Factor
• Indicators for Non-working days, Holidays, Schedules, Absences, and Exceptions
• Enter Time in Minutes
• Employees can View their Exceptions
• View Daily Scheduled Hours
• Includes a Time Summary in a Calendar View
• Entry of Elapsed Time on Small Form Factor
• Entry of Punch Time – Both Small and Large Form Factor
• Manager and Administrator Access
• Updated Integration with Absence Management
• Improved Reporting
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Fluid Timesheet
Currently Available Future
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PeopleSoft Enterprise Learning Management (ELM)Fluid for Your Learners
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Phase 1
Ability to add multiple Case Assignees (ER Agents and ER Panelists) to ER Cases
Restrict Case access to only those Case Assignee explicitly added on ER Case
Single Party Case
Allow an ER case creation for an anonymous reporter
Configure Case Access based on template for ER Panelists/Agents
Enable authorized agent to easily summarize/print ER Case related information based on his access
PeopleSoft HR HelpDesk (CRM)Employee Relations Case Management
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Payroll for North American - Component Lockdown
Allows administrators to lockdown key self service and admin pages during specific periods
Delivered for Payroll Component Lockdown 20 PNA and 4 ePay components with code embedded
Flexible design to allow customers to add pages not delivered, but does require minor component PeopleCode modification
Lockdown message can be customized through text catalog or using your own text on the set up page, but still allow read only access
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Core HR Legislative Updates (USA)• Updated 2017 Form I-9 https://www.uscis.gov/i-9
– USCIS posted changes July 2017
– Effective September 2017
– Posted August 30, Image #24
• EEO-1 Reporting Change -https://www.eeoc.gov/eeoc/newsroom/release/9-29-16.cfm
– EEOC will collect summary employee pay data
– EEOC will collect hours worked
– EEOC start collecting March 2018
– In analysis phase (posting TBD)
• OSHA Reporting Change - https://www.osha.gov/Publications/OSHA3862.pdf
– Employers required to submit 300, 300A and 301 electronically
– Effective August 2017
– Deadline July 2018
– In analysis phase (posting TBD)
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Continued Uptake / Improvement of Powerful Frameworks
GUIDED PROCESSES
SEARCH
PIVOT GRIDS
SIMPLIFIED ANALYTICS
RELATED CONTENT
NAVIGATION COLLECTIONS
WORKCENTERS
AND MORE…
Consistency, leverage, and efficiency matters
FILE INTEGRATION FRAMEWORK
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PeopleSoft HCM Roadmap
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Defining the RoadmapCustomer Driven
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Idea Spaces Focus Groups Advisory BoardConferences
PeopleSoft Product Roadmap
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Customer Engagement Events Worldwide
EMEA Road show
ASIAPAC Customer Meeting
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PeopleSoft Customer Focus Groups
• Absence Management
• Benefits Enrollment
• Company Directory
• Compensation
• Core HR
• Delegation & Approvals
• Employee Snapshot
• Enterprise Learning Management
• Global HR
• Simplified Analytics
• Global Payroll
• Guided Self Service for Managers
• HR Administration Analytics
• HR HelpDesk
• Onboarding
• Payroll North America
• PSFT Test Framework
• Performance Management
• Position Management
• Profile Management
• Recruiting Solutions
• Time & Labor
• US Federal HR
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High Level Initiatives for Next 12 – 18 Months Enable Compliance – Regulation & Legislative Changes
• 1042S, PII, eSocial, ACA, Tax Cuts & Jobs Act, OSHA, DCAA Time Reporting, eHRI, eSocial, New Zealand Pay Day, Australia Single Touch Payroll
Empower Administrators – Fluid & Enhanced Navigation• Fluid Homepages, Role based Fluid Workcenters, Fluid Simplified Analytics
Fluid Job Data, Personal Data, Smart HR, Classic Plus
Deliver Feature Enhancements - Customer Feedback• Position Management, Company Directory, Benefits Open Enrollment, Fluid Timesheet,
Compensation History, Pay Sheet Updates, Learning Analytics, Profile Management
Minimize Customizations - Leveraging Configurable Functionality• eSignature Consent, Fluid Approvals, Fluid Attachments, Data Privacy Framework,
Comparative Analysis Framework, Activity Guide Composer, HRHD w/HR Self Service
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Fully Execute on Selective AdoptionUnderstand the Roadmap for PeopleSoft HCM
Intuitive
Easy
HR Administrator Homepage• Guided Processes and Checklists• Review Transactions, Notification
Framework
Employee Side by Side Compare• For Managers and HR Administrators• Core HR and Talent Data
Employee Snapshot• Role Based Views• Configurable Events
On-boarding/Off-boarding (i.e. “Day One”)• Admin View• HR Business Partner View• Off Boarding Framework
Recruiting• LinkedIn Integration• eSignature Capability• Hiring Manager Navigation Collection• Recruiter Homepage
ePerformance• Enhanced Notifications• Configurable Document Transfer
Payroll for North America• Mobile Direct Deposit• WorkCenter Expansion• Pay Sheet Update Enhancement
Time and Attendance • Mobile Reported Time Approvals• Enhanced Integration between Time and
Labor and Absence Management• Mobile/Redesigned Employee and Manager
Time Entry
Position Management• Self Service for Creating New Positions• Effective Sequencing on Position Records
HR Help Desk• Integration with ESS in HCM• Enable Chat• Flex Fields on Cases• Fluid Knowledge Dashboard for Agents
Benefits Administration • Enhanced Mobile Open Enrollment• Mobile Benefits Confirmation
Expansion of Mobile Approvals
Expansion of Simplified Analytics – including new Threshold Analytics
Global HR / Payroll• Fluid Global Payroll WorkCenter• Payroll Processing by Group
Regulatory Updates• OSHA – Electronic Transmission of Files• eSocial – Brazil• Single Touch Payroll – Australia• Pay Day Reporting – New Zealand
Data Privacy• Personal and Sensitive Data Identification• Field Level Security, Masking
Enterprise Learning Management• Mandatory Learning• Fluid Supplemental Learning
Powerful
MW
Non Exhaustive
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Overall HCM, ELM, HRHD Roadmap
Expansion of Guided Self Service• Non-Job Data Transactions (ex: New Position)• Configurable Fields and Attachments• Multi-select Transactions• Push Back to Previous Approver
HR Administrator Homepage• Guided Processes and Checklists• Review Transactions, Notification Framework
Employee Side by Side Compare• For Managers and HR Administrators• Core HR and Talent Data
Employee Snapshot• Role Based Views• Configurable Events
Recruiting• Refer a Friend• Diversity Analytics for Administrators• LinkedIn Integration
Enterprise Learning Management• Fluid Search, Enroll, and Execute Training• Merge Learners
On-boarding/Off-boarding/Day One boarding• Configurable Guided Process via Activity Guide• Workflow Approval by Individual Step• Alerts and Notifications
Payroll for North America• Mobile Direct Deposit• WorkCenter Expansion• Self Service Lockout during Payroll runs• Pay sheet Update Enhancement
Time and Attendance • Mobile Approvals for Reported and Payable Time
for Elapsed and Punch Time Reporters• Workforce Availability Analytics• Manager Self Service for Employee Time Entry• Absence Request Cancellation• Enhanced Integration b/w Absence and T&L• Fluid Employee Timesheet
Core HR & Position Management• Self Service for Creating New Positions• Effective Sequencing on Position Records• Address Formatting
Dotted Line Reporting• Manager and Employee Self Service• Visualized in Company Directory
Benefits Administration • Dependent and Beneficiary Enhancements• Enhanced Mobile Open Enrollment• Fluid Live Events
Expansion of Mobile Approvals
Fluid Simplified Analytics• HR Administrator Analytics• Absence Administrator Analytics• Recruiting and Diversity Analytics• Global Payroll Variance Analytics
Global HR / Payroll• Configurable Global Name Formatting• Maintain Bank Accounts and Pay Distribution• Guided Global Payroll for Administrators
Regulatory Updates• ACA Enhancements and Legislative Changes• eSocial – GP Brazil / DSN – GP France
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Intuitive
Global
Powerful
HR Help Desk• Secure Employee Relations Case Tracking
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Data Privacy Framework
• Create Future Direction Document for Data Privacy enhancements on My Oracle Support - Delivered
• Post Personal and Sensitive Data Cross Reference on My Oracle Support -Delivered
• Delete Employee / Applicant Enhancements - Delivered
• Online Transaction to Identify Personal and Sensitive Data references
• Field Level Security Framework to Configure Visibility Options at Field Level by Role
• Updated Data Privacy White Paper
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RecruitingNavigation Collection
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Mandatory learning is any type of training that an employee mustcomplete as a component of his or her job.
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PeopleSoft Enterprise Learning Management (ELM)Mandatory Learning
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PeopleSoft HR HelpDesk (CRM)Integration with HCM Self Service
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Payroll for North AmericaAllow Terminated Employee to load using PSHUP (Paysheet Update Process)
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Payroll for North America
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Employee Self Service Fluid Direct Deposit Pages
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• Simple, intuitive and modern
• Streamline the enrollment process for benefit life cycles
– Open Enrollment
– Life Events
– On Boarding
Note: All mockups are subject to change
What is Fluid Benefits Enrollment
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What is our Strategy for this large project?
• Delivery over several images
• Fluidize the current functionality of Open Enrollment
• Utilize Activity Guide Composer
• Company Personalization's
– Videos, Documents, Links to other Sites
• Create a Fluid Online Confirmation Statement
• Mobile Devices
• Plan Comparisons
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Open Enrollment
Confidential Roadmap - ALL MOCKUPS SUBJECT TO CHANGE
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Benefits Enrollment
Confidential Roadmap - ALL MOCKUPS SUBJECT TO CHANGE
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Targeted PUM Image Schedule
.
• HCM Images• January 2018 (#25)
• April 2018 (#26)
• July 2018 (#27)
• October 2018 (#28)
• December 2018 – PSFT Release Patches for Regulatory & Legislative Updates Only
• January 2019 (#29)
• ELM Images• Mar 2018 (#17) – Target Image for Classic Plus
• Sept 2018 (#18)
• 1st Half 2019 (#19) – Schedule not posted yet
• HRHD Images• Apr 2018 (#15) – Target Image for Classic Plus
• Oct 2018 (#16)
• 1st Qtr 2019 (#17) – Schedule not posted yet
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@peoplesofthcm Oracle PeopleSoft Development Group
Oracle PeopleSoft PageBlogsSocial Media
Get Connected and Stay InformedKey PeopleSoft Information Sources
PeopleSoft InformationPortal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
www.peoplesoftinfo.com
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Questions and Answers
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