PeopleSoft HCM Update...Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft HCM Intuitive Easy

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft HCM Update

Lisa Chow – [email protected] Manager Director

February 22, 2018

PeopleSoft Aloha User Group


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.

2


State of PeopleSoft HCM

3


PeopleSoft HCM Customer Status

4Oracle Confidential – Event Use Only




Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 6


Oracle Confidential – Event Use Only



Deployed Fluid?

Yes

No52% 48%


Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Confidential – Oracle Internal/Restricted/Highly Restricted 8

MANUFACTURING

FINANCIAL

OTHERS…

HEALTHCARE

PUBLIC SECTOR

EDUCATION

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 9Oracle Confidential – Event Use Only

https://www.navigant.com/careers


Customer Success Stories


https://www.questdirect.org/stories/ps


PeopleSoft Delivered in the last 18 Months

11

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



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


https://www.youtube.com/user/PSFTOracle


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)

1

2

3

4

13

5

6



On-Boarding



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








• 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

21

OnBoarding - What is Next?



Employee Snapshot



• 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







Total Rewards Statement



• 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








Company Directory and Dotted Line Reporting



Fluid Company Directory

36

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



• 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

37

Dotted Line Relationship



• 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











Guided Self Service –Multiple Transactions



• 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

Oracle Confidential – Event Use Only 48

*Only available with GSS


Guided Self Service Put Your Managers in Control with Guided Self-Service

49

• Guide managers through submitting transactions

• Compound transactions into one process

• Decision support assistance

• Configurability by transaction



Customers Deploying Fluid Guided Self Service









Fluid Timesheet



• 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

58

Fluid Timesheet

Currently Available Future






PeopleSoft Enterprise Learning Management (ELM)Fluid for Your Learners



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



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



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)


https://www.uscis.gov/i-9

https://www.eeoc.gov/eeoc/newsroom/release/9-29-16.cfm

https://www.osha.gov/Publications/OSHA3862.pdf

https://blogs.oracle.com/psftlegupdates/



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



PeopleSoft HCM Roadmap



Defining the RoadmapCustomer Driven

69

Idea Spaces Focus Groups Advisory BoardConferences

PeopleSoft Product Roadmap



Customer Engagement Events Worldwide

EMEA Road show

ASIAPAC Customer Meeting



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

Italics = newly formingOracle Confidential – Event Use Only


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



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



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

74

Intuitive

Global

Powerful

HR Help Desk• Secure Employee Relations Case Tracking


http://www.peoplesoftinfo.com/


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



RecruitingNavigation Collection



Mandatory learning is any type of training that an employee mustcomplete as a component of his or her job.

77

PeopleSoft Enterprise Learning Management (ELM)Mandatory Learning



PeopleSoft HR HelpDesk (CRM)Integration with HCM Self Service



Payroll for North AmericaAllow Terminated Employee to load using PSHUP (Paysheet Update Process)



Payroll for North America

80

Employee Self Service Fluid Direct Deposit Pages



• 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



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



Open Enrollment

Confidential Roadmap - ALL MOCKUPS SUBJECT TO CHANGE


Benefits Enrollment

Confidential Roadmap - ALL MOCKUPS SUBJECT TO CHANGE


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



@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


https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

https://blogs.oracle.com/peoplesoft/

http://www.peoplesoftinfo.com/

http://www.peoplesoftvfos.com/

http://www.peoplesoftcfotool.com/

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1966243.2


Questions and Answers
