self-service…more than a transaction session #113 march 5: 10:30-11:30am heug 2002 conference -...

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Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Page 1: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

Self-Service…More than a Transaction

Session #113March 5: 10:30-11:30AMHEUG 2002 Conference - Las Vegas

Page 2: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Miriam Ward

Director, HRMS/Payroll

Office of Human Resources

University of Minnesota

Page 3: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Implemented PeopleSoft HRMS as part of the University’s enterprise project using PeopleSoft’s combined product for student and HR.

HRMS modules implemented include Campus Community, HR, Payroll, Base Benefits, FSA, Recruit Workforce and Training Administration. An upgrade from 7.6 to 8.0 is planned for implementation Feb 2003.

Background

Page 4: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Synopsis

In this case study, attendees will learn how the University of Minnesota defined a comprehensive vision for HR self-service including strategies for implementation and deployment.

Self-service can be much more than web based PeopleSoft transactions. The session will cover why and how U of MN developed content management tools and integrated knowledge management with PeopleSoft transactions to successfully implement and deploy HR self-service to faculty and staff on all campus.

The presentation will include a "look back" at lessons learned and a "look ahead" to future plans

Page 5: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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University of Minnesota

Land grant institution founded in 185132,000 employees60,000 students on 4+ campusesTotal revenue & expenses about

$1.75 billionSponsored projects provide 1/3 of

total revenue

Page 6: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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HR Self-Service…WHY?

Improve service for faculty and staffLimited resources available to

provide personal contactReduce administrative cost

Page 7: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Improve Service …HOW?

Single Web SiteTransactions & InformationTimeliness/AccuracyConvenience ( 24X7 )Linked to Related SitesManage Personal Data

Page 8: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Manage “X”pectations

Generation “X” EXPECTS self-serviceGeneration “Y” ASSUMES self-serviceFuture generations will BELIEVE self-

service always existed

Page 9: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Creating the Vision

We used a Team of HR Subject Experts

What do faculty and staff … Want to know? Need to know?

When will they ask? Life event triggers.

Page 10: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Ready to Build

BluePrintKnowledge/Content Management

ToolPortal/Channel/Application

DevelopmentApplication Service Providers (ASP)Security/Authentication

Page 11: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Why a BluePrint?

Clarity on what will be builtDisplays relationships of data and

transactionsHelps with prioritizationAccounts for everythingDocuments final objective

Page 12: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Knowledge Management Tool

What is it?Why use one?Buy or Build?U of MN solution… built GrassRoots

Page 13: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Portals and Channels

Are they essential? Nice, but not necessary

U of MN Portal: “MyOneStop” HR Channels versus Thin Client

Page 14: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Mix in ASP

Application Service ProvidersIf it makes sense, do it!Current ASP Use:

JAT for W-2s PayCheck City for modeling

Extra Security considerations

Page 15: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Access & Authentication

For personalized view and transactions

U of MN uses x.500 to authenticateWrites as one Oper ID in PS

Page 16: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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HRSS Home Page

Page 17: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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My OneStop, HR Tab & Broadcaster

Page 18: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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HRSS Channels in Production

Vacation/Sick LeaveFlexible Spending AccountsFaculty Retirement Plan and MSRS403B Savings Paycheck Channel (W-4, W-2 and

PayCheck City)Transaction Channel (Training and

Personal View/Update)

Page 19: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Build it…they will come!

Actually it is NOT that easy.Strategies for introducing Self-

service.Communication PlanStatistics to Track Use

Page 20: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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HRSS Use Increases Daily

Page 21: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Coming Soon to a Channel Near You...

Pay Stub OnlineSelf-Reported TrainingEmergency ContactsOther Benefits Applications

Page 22: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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http://www.hrss.umn.edu

Lessons LearnedLooking Ahead

PeopleSoft 8.0 Life Events Applicant Self-service Manager Self-service

Page 23: Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

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Conclusion

•University of Minnesota, like many others, recognizes the value of providing employee self-service. •We combined content and transactions to provide our faculty and staff with a 360 degree product.•Phased implementation continues.•A demo of HRSS will follow the presentation.•For follow up contact:

Miriam WardDirector HRM/Payroll

University of Minnesota e-mail: [email protected]

Phone: 612-624-1370