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Empowering-Connecting-Integrating
Leveraging Self-Service Applications to Improve Efficiencies
& Increase Data Accuracy
Empowering Employees – Improving Operations
Al BurroughsMike DeNezzo
LBi Software August, 2010
Agenda• Introductions• What is Self-Service • Economic Conditions • Assessing Potential Returns• Advantages• Getting Started with ESS• Q & A
LBi Software• Over 20 years Human Capital Management Focus• Experience with Packaged Software Solutions
• Oracle• PeopleSoft• JD Edwards
• Active Participant in Quest & RUG Events• Team culture – average tenure is 9 years• Platform independent• Process oriented
What is a Self-Service Application
• An application that:• Allows the end-user (employee) to perform certain
functions themselves:• Changes to direct deposit• Updates to tax forms
• Expands on an existing HR solutions• Accesses existing data in HCM solutions
Basic W-2 Access
Current Economic ConditionsCurrent Business Directions• Navigate current economy
– Still a recession?– Turning around?
• Prepare for economic turn around
• Reduce costs • Retain key talent
Employer Concerns:
“Employers are still
struggling to find that
magic formula for controlling
costs”*From Deloitte’s Benefits Reward
Survey
Cost Reduction Through Self Service Strategies
Self-Service Apps• Automate manual processes• Eliminate paper based systems • Provide custom information • Adds:
• New business functionality• Increases convenience• Improves data accuracy
Benefits of Self-Service• Extends the reach of the solution to include:
• More users• More functionality
• Reduces costs• Fast delivery • Reduces complexity• Adds business flexibility• Increases user adoption
Web Based Self-Service• Potential for greatest ROI
– Reduces calls/visits to HR• Questions answered online• Costs up to 40% less than a call or visit
– Better communications• Less confusion, fewer questions• Better decisions• 80% of companies change benefit offerings• Only 20% select new benefit options• Drive employees to better fit on plans
Chrysler Digital Owner Manuals• Starting in 2010
– DVD based owners manuals– Eliminates 930 tons of paper– Saves 20,000 trees– Copies available online– Adds new Video features
• tours• Tutorials
Wiki Technology in Business
• Wiki slide
Self-Service Expectations• Used to be nice-to-have• Familiar concept:
– Online Banking– Online Shopping – Amazon.com– Tirerack.com
• Self Service payback– Employee satisfaction/retention– Searchable knowledge bases – Reduction in costs
Employee Self-Service• Browser Based access via
– Intranet– Internet
• Integrated to HR– Payroll – Benefits– Personal Information– Time & Attendance
Payroll• View Paycheck• View W2• W4 Election• Tax Implications• What-If Capabilities
– Retirement modeling– W2 modeling– Take home pay impact
Basic W-2 Access
Expanded Access
Expanded Access
Benefits Access• New Employee Enrollment• Existing Employee Maintenance
– Review– Update
• Up to Date Summaries– Health and Welfare– 401K Review
• Link to Provider Site
Benefits Access
Contact Information• Personal Data
– Name & Address– Corporate Announcements/Links– Beneficiaries– Emergency contacts
Time & Attendance• Track PTO
– Vacation – Sick Days– Jury Duty– Personal Days
• Manage Time Sheets• Submit Time Sheets
Time Card Management
Methods of Integration• Leverage PeopleSoft APIs and Web Services• Leverage Vendor Software as a Service (SaaS)• Direct Data Integration
PeopleSoft 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
Employee Advantages• I can access my data:
– when I have the time– When I have the need
• Access Payroll Information – Earnings & Tax History – Withholdings
• Extremely Convenient• Time savings
Employee Advantages• Enroll in employee programs
– Benefits and Training• Access and submit/approve timecards • View accrued vacation time
– Submit Time-off Requests for Manager's Approval
Company Advantages• Automate costly processes online
– Reduce dependencies on paper forms– Improved data accuracy
• Increase Efficiencies• Improve Employee Satisfaction
– More control – Better service
How to get Started
LBI Discovery Process for HCM• Designed to uncover and document the business
challenges and potential returns in the upgrading of old processes and/or the building of new Self-Service solutions. It will assist you in documenting the:– Business requirements – Impacted business functions – Suspected business problems– Potential ROI – Project justifications
“only 30% of all Enterprise Software features are implemented by Users.” Oracle presentation at Philadelphia RUG conference
Our Suggestions
How is the Discovery Process Accomplished:• Jointly defining business requirements• Completely documenting project justifications• Fully assessing project costs & savingsOutcome of the Discovery Process Service:• recommend a design and document a templated
solution that meets the customer requirements
Understanding and Documenting the Business Problem and Potential ROI
Questions
Thank You!Al Burroughs
Mike DeNezzo
For more information:www.LBisoftware.com
