do your hr, payroll and benefits fit gap right now - … your hr... · ¾hr, payroll, benefits...

Do your 9.0 HR, Payroll and Benefits Fit-Gap (Right Now!)

Slide #2Slide #2For More Information – Contact [email protected] or 703-568-0332

This Session

About Drivestream - Shameless Marketing Plug (30 Seconds)

Upgrade Planning

HR, Payroll, Benefits Fit-Gap (Right Now)

More Shameless Marketing (30 Seconds)


About Drivestream


Key Facts:

We specialize in PeopleSoft, PeopleSoft and PeopleSoft

We are thought leaders and experts in PeopleSoft:

Oracle Tier 1 Vendor

Only Vendor on QUEST PeopleSoft Product Advocacy Council

Sit on the boards of Philadelphia and Mid-Atlantic PS User Groups

QUEST Presenter of the Year, 2007

Keynote Speaker at Ohio, Kansas City and Mid-Atlantic RUGs

Key Drivestream Facts


The Last Slide

If you are interested in learning more about our upgrade launch services – please contact us at:

John [email protected]: 703-568-0332Fit-Gap Form Raffle: We will compile the results and draw a gift card winner.

How we can help with your upgrade:

2 Day Fit-Gap Session – Save 8 Weeks off Your UpgradeImagine what you are about to go through, but with:

All of your users and IT teamA customization impact tool already prepared and the output ready to discussA project planning exercise

Upgrade Launch ServicesNew Feature Proof of ConceptEnvironment LaunchCustomization Impact AssessmentSQR Retrofit

Drivestream’s Services include:

•PeopleSoft Upgrade Services•PeopleSoft Module Implementation •Project Solutions – Our Innovative Augmentation Model•Support Services


Our Options

Shot in the Dark

Hard to explain why we are upgrading

Plans are usually not correct on time, scope or budget

Time Consuming

Impact Hard to Understand from Release Notes

No real world experience with the new features

No framework for this type of analysis

Challenge

Best Guess Estimates

Self-Study Analysis

– Review Release Notes

– Demo Environment

Options

Neither of these were appealing or in our best interests.


What can you get done in just 2 days . . .

Understand new features and how they impact you9.0 Impacts your customizationsSizingUnderstand “Why are we upgrading?”Consensus and momentum

FacilitatedProcess

AndTools

Your Systems Experts

New Version Gurus

Business Users


Attack the upgrade from both ends

Top DownReview new featuresAssess their value and LOEReplace customizationUnused functionality

New PeopleSoftFeatures

Project Plan

Scope

$$$Budget Team

Bottom UpMine the tools dataCompare your customizations to the 9.0 table / process changesDevelop LOE for each customizationInfrastructure

PSEnvironment


What is happening - Not just a Demo!

Review each MAJOR 9.0 FeatureRank them on your spreadsheet

Value – High / Medium / Low / NoneReplace Customization?

1

Base HR Features


Profile Management


Profile Management

Feature What does the feature mean to youHR_90_1a. Your company policies, instructions and business rules can be represented in eProfile whilebeing 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.


Profile Management

Feature What does the feature mean to youHR_90_1d. HR partners will know that all employees are being evaluated against the appropriate criteria

for their position or grade level.

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.

HR_90_1e. Executives are able to identify high-potential 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.


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.


Workflow & Approvals


Delegate



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.

Next Generation Technology


Smart Hire Template



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.



Mass Update Setup


Mass Update Preview



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.



I-9 Form

25

Payroll


Payroll

Feature What does the feature mean to youP_90_1. PDF version of Paycheck and Direct

Deposit. Also delivers administrator view of the paycheck. (ePay)

How it works . . . .

• 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.

Administrators or employees can view their paycheck on-line. The paycheck includes YTD running totals.

In addition, you can choose the number of days you want the paycheck to be available online.


Online Paycheck PDF

On-line paycheck views are similar for both employees and adminstrators.


Payroll

Feature What does the feature mean to youP_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)

How it works . . .

An SQR process that generates the XML data for the print file and the individual year-end form or slip files.

An Application Engine process that inserts individual year-end form data XML files into the database for self-service viewing.

An 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.

Ability to consent to electronic delivery. Allows employees to see and print online.


Enable W-2 Options at the Company


Creation of Consent Text


Online W2 PDF


Re-Setting Consent Forms / Status


Administrators View of Status

. . . Also available on a batch report.


Online W2 PDF


Payroll

Feature What does the feature mean to youP_90_3. Improved Disposable Earnings Setup.

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.

Streamlined setup of deductions.


Disposable Earnings


Payroll

Feature What does the feature mean to youP_90_4. Flexible Garnishment Calculation Formula

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.

Allows for easier setup of garnishments. Verification of past information is available on one page.


Include / Exclude Garnishments


Specify values for Exemption Variables


Define the Exemption Steps


Payroll

Feature What does the feature mean to youP_90_5. Cloning Garnishments.

A new cloning garnishments App Engine enables you to clone a garnishment from an existing into one or many rules.

Save time and create more accurate garnishments.


Payroll


Payroll

Feature What does the feature mean to youP_90_6. Improved Usability on Garnishment Setup Page

• 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

Better tracking of garnishments and easier setup for the most commonly requested usability features.


Payroll

Feature What does the feature mean to youP_90_7. Enhanced Garnishment Processing

Modifications to Garnishment COBOL process

• 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

The most common issues that arose with Garnishments have been added to the COBOL process. Prevent manual intervention.


Payroll

Feature What does the feature mean to youP_90_8. Improved Integration w/ AP

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

Minimize the number of checks created for garnishments to vendors and ensures that the check gets to the correct vendor location.


Payroll

Feature What does the feature mean to youP_90_9. Historical Garnishment Page

New page to review historical garnishment info.

Easier access to summary garnishment data as well as links to access the rules / spec pages and the actual paycheck data.


Garnishment History


Payroll

Feature What does the feature mean to youP_90_10. Integration with Time and Labor

• 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

More flexibility for you to control what time is loaded and when and then reversals are more easily processed.


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.


Load Time and Labor via Filters


Enhanced Error Reporting


Reversing Payable Time – T&L Integration

Options are:Reverse Only-and-Reverse and Gen New Row

54

Benefits/Benefits Administration


Feature What does the feature mean to youB_90_1. Benefit Rate Table enhancements. A single rate structure table replaces the following tables:

• 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.

One place to setup benefit rates.

Base Benefits Features


Combination of Rate Types


Define rules for the Benefit


Details tab . . .


Feature What does the feature mean to youB_90_2. Calculation Rules Interface

The calculation rules interface has been re-written to have only the fields needed for the calculation of rates.

A simpler page to define and maintain calculation rules for rates



New Calculation Rules UI


Feature What does the feature mean to youB_90_3. Flexible Premium Options & Calculations

Flexible Premium Options & Calculations Formula-based 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.

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.

Allow you to create flexible plans based on wide array or scenarios using formulas.

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.



Coverage Formulas


Coverage Formulas w/ Enhancements


Feature What does the feature mean to youB_90_4. 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.

Greater controls and flexibility in establishing your dependent data.



Dependent Data


Benefits Features

Feature What does the feature mean to youB_90_5. Employee Savings Plans

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)

Expanded plan functionality. Improved usability.


Benefits Features


Feature What does the feature mean to youB_90_6. Plan Type Support.

New Plan Type Support. Long-term care, Wellness, Legal and Health Spending Plans

Can use out of the box HSA, Wellness, etc

Benefits Features


Feature What does the feature mean to youB_90_7. Enhanced Medicare Tracking

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.

Employees can now be tracked on Eligibility A, B and D.

Ben Admin Features


Medical Eligibility


Feature What does the feature mean to youB_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.

Note: This is a Ben Admin feature.

Flexibility per plan is user configurable allowing for multiple plans with different setup

Ben Admin Features


Feature What does the feature mean to youB_90_9. Certification Questionnaires.

Certification association questionnaires with dependent relationships or plan types.

Note: This is an eBenefits feature.

Tracking & maintaining eligibility questionnaires via self service for various plan types (ex: domestic partner, wellness, etc.)

Benefits Features


Ex: Domestic Partner


Feature What does the feature mean to youB_90_10. Self-Service Dependent Data

Delivers optional workflow to allow employees to enter dependent data and then be verified by Benefits Administrators.

Note: This is an eBenefits feature.

Employees can enter information about dependents.

Benefits Features


Benefits Features


UpgradeAssessment

(2 Days)

UpgradeJumpstart

(4-10 Weeks)

• Upgrade School• Customization

Assessment• Interface Assessment• New Feature Deep Dive

• New Module Proof of Concept• Environment Launch• Scope and Plan Confirmation

• New Feature Assessment• Unused Functionality

Review• Customization Impact• Project & Resource

Planning

We can then help with the upgradeby providing:

• 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

Planning Design Development Testing Implement

Upgrade Service Offerings


The Last Slide

If you are interested in learning more about our upgrade launch services – please contact us at:

John [email protected]: 703-568-0332Fit-Gap Form Raffle: We will compile the results and draw a gift card winner.

How we can help with your upgrade:

2 Day Fit-Gap Session – Save 8 Weeks off Your UpgradeImagine what you are about to go through, but with:

All of your users and IT teamA customization impact tool already prepared and the output ready to discussA project planning exercise

Upgrade Launch ServicesNew Feature Proof of ConceptEnvironment LaunchCustomization Impact AssessmentSQR Retrofit

Drivestream’s Services include:

•PeopleSoft Upgrade Services•PeopleSoft Module Implementation •Project Solutions – Our Innovative Augmentation Model•Support Services


Drivestream Upgrade Boot Camp

The Upgrade Boot Camp will include:

Recent upgrade success stories from your peers in other Mid-Atlantic organizations.

Breakout sessions for:

Functional Analysts – Review of the new features in HCM, Financials and Supply Chain and their value to your organization.

Technical Analysts – The 9.0 impact on your existing customizations and new development tools (ex: Integration Broker, XML Publisher).

System Administrator – Valuable tips and tricks to make the first pass and test moves to production successful.

Project Managers and Stakeholders – Detailed overview of the upgrade process and best practices for planning and managing an effective PeopleSoft upgrade project.

SAVE $50 when registration opens by using the Pre-Registration promo code: web1001


Drivestream’s Online Upgrade Boot Camp

November 5, 2008 – Register Now!

http://www.drivestream.com/ps_Online_bootcamp/index.html

Sponsored by:

For more details, contact [email protected]

do your hr, payroll and benefits fit gap right now - … your hr... · ¾hr, payroll, benefits...

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