improve employee self service with bolt on applications
DESCRIPTION
Presentation of LBi Bolt on applications for Enterprise HCM Applications (e.g. PeopleSoft, JDE) Given at Quest Northeast 2009 ConferenceTRANSCRIPT
PeopleSoft Enterprise 63490
Using Bolt-on Applications To Improve EmployeeSelf Service And Employee Satisfaction
Empowering-Connecting-Integrating
Gary ReuterMike DeNezzo
Scott TiedemannLBi Software Engineering
Agenda
• Employer Concerns
• Self Service
• Bolt-on Applications
• How to Integrate Bolt-ons
• Examples
• Q & A
Employer Concerns
From a recent Deloitte Benefits Reward Survey
• “Employers are still struggling to find that magic formula for controlling costs while retaining and motivating their employees”
• Retain talent through use of corporate Self Service applications
No. 1 Employer Concern: Talent Shortage
All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey
Self Service Strategies
All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey
Retaining Talent
Retain employees by improving Self Service on your benefit rewards programs:
– Compensation/Payroll– Benefits enrollment– Help desk – Attendance/Vacation scheduling – Development and Career Opportunities
Self Service Expectations
• Used to be nice-to-have• Today it is required
– Banking– Shopping
• Self Service payback– Employee satisfaction/retention– Searchable knowledge bases – Reduction in costs
Leverage Your Investment
• Don’t build entirely new applications• Provide custom:
– Analytics and/or scorecards– Performance tracking– Decision support processes– Information for a special group within your
organization
• Custom portals• Internet
Self Service Options
• PeopleSoft Portal• PeopleSoft e-Apps• Bolt-on Applications• Mixtures – “Best of Breed”
Improve Employee Self Service
• PeopleSoft Basic Portal– Comes with PeopleTools – Limited to licensed PS applications within product
line
• PeopleSoft Enterprise Portal– Designed to be used as a general purpose portal
solution– Needed to register additional non-PS content
Improve Employee Self Service
• PeopleSoft e-Apps– eBenefits - eCompensation– eDevelopment - eEquity– ePay - ePerformance– eProfile - eRecruit
What is a Bolt-On Application?
• Custom Application
• Replaces, expands on, or modifies PeopleSoft functionality
• Uses PeopleSoft data
Reasons for a Bolt-On Application
• New Business Functionality
• Custom Information
• Security Reasons
Types of Bolt-on Applications
• PS Tools Integrated– navigation– pages– records
• External, utilizing PS technology to access data
• External, accessing PS data directly
Benefits of Bolt-ons
• Increases User Adoption
• Reduces Costs
• Fast Delivery
• Reduces Complexity
• Business Flexibility
Methods of Integration
• Leverage PeopleSoft APIs and Web Services
• Leverage Vendor Software as a Service (SaaS)
• Direct Data Integration
Integrating Bolt-ons: PS APIsLeverage PeopleTools:
– Component Interface– Integration Broker– Integration Tools and Utilities– MultiChannel Framework– Internet technology– EDI Manager– Forms Routing– Open Query ODBC Driver and API – PeopleCode:
• Application Messaging Class• Business Interlink Class• File Class• Internet Script Class (iScript)• Java Class
Integrating Bolt-ons: SaaS
• Leverage Software as a Service (SaaS)– SaaS may include everything from
customizations to installation– Scalable costs
Integrating Bolt-ons: Direct Data
• Integrate data directly using SQL and/or data extracts
• JAVA/SQRs/COBOL/SQL
Expectations for Self Service
• Automate manual functions
• Build new transaction processing
• Build decision support – knowledge bases
Example 1: CaseManager
• Improves Help Desk Support
• Tracks calls and issues to resolution
• Streamlines workflow
• Provides resolution tracking and management
Example 1: CaseManager
• Automatic assignment and escalation of cases
• E-mail integration – notifications and reminders
• Employee entry of cases and case history view
• CTI Support
Example 1: CaseManager
• Builds Knowledge Base – Can build on the fly
• Stepping stone for creating FAQs
• Road to Employee Self Service
Example 1: CaseManager
• PeopleSoft, SAP, Oracle, JD Edwards integration
• Metrics to identify the reasons for calls, duration, resolution time, CSR effectiveness, training issues, etc
• Certified by SUN • MySQL Enterprise Certified program
Example 1: CaseManager
• CaseManager Demo!
Example 2: At-Trac• Allows paperless entry of “time off” requests
(vacation, sick, personal)• Seamless import of information from HR applications
– prevents unnecessary data entry • Highly dynamic user interface
– allows end-users to enter company specific time off and accrual rules that prevent unnecessary programmer
modifications • Wide range of reporting capabilities including
– absence tracking by individual/department – G/L liability
Example 2: At-Trac
• Approvals/rejections with automatic notifications generated to employee and manager
• Daily, monthly and annual calendar views allow managers to– track accrued time off balances per individual
and/or department– detect excessive absences or repeating patterns
Example 2: At-Trac
• Break for Demo of At-Trac!
Example 3: HR Portal
• Personal Data Review
• W-4 Modeling
• Employee Stock Purchase
• 401(k) Administration
• Life Insurance Elections
• Personal Data Modifications
Example 3: HR Portal
• “Cafeteria-style" Health Benefits
• Travel Reimbursement Benefits
• Pension & Retirement Benefits
• Links to Third Party Providers
• Direct Deposit Elections & Modifications
• Attendance - Submit Hours and Vacation
Example 3: HR Portal
• HR Portal Demo!
Example 4: Benefit Enrollment
Health and Welfare benefit enrollment process
• Browser based
• Integrated with HCM
• Contain health care costs with powerful decision support tools
Example 4: Benefit Enrollment
• Benefit Enrollment Demo!
Example 5: Management Workflow
Position Workflow ApplicationManages daily workflow of promotions and salary increases
• Browser based
• Integrated with HCM
• Developed with .Net
Example 5: Management Workflow
• Management Workflow Demo!
Example 6: External to PeopleSoft
Wireless Solutions• Help Desk on the road• Vacation tracking in the
field
Questions
• Kindly identify yourself and your company
Thank You!
Gary Reuter
LBi Software Engineering
For more information go to www.lbisoftware.com or
visit us at booth #316