PeopleSoft Human Capital Management Update and Roadmapapps.questdirect.org/eweb/upload/CFP_Files/Reconnect_2017... · PeopleSoft Human Capital Management Update and Roadmap ... Oracle

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Human Capital Management Update and Roadmap

Robbin Velayedam Director, Product Strategy HCM, Learning Management, HR HelpDesk Apps [email protected] Tuesday, July 18, 2017 1:15pm – 2:45pm International Ballroom F Session ID 100880

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2

Customer Engagement Events

EMEA Road show


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.

Confidential – Oracle Internal/Restricted/Highly Restricted 3


Program Agenda

What Have We Done for You Lately?

Features and Fluid Update

Customer Success Stories

Roadmap Update

1

2

3

4



Product Team Panel Discussion

Oracle Confidential – Internal/Restricted/Highly Restricted 5


9.0 GA: Dec ’06

9.1 GA: Sep/Nov ’09

9.2 GA: Mar ’13

PeopleSoft Support Timelines Policies for PeopleSoft

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030

Today

Premier Support

Extended Support

Sustaining Support

Reviewed Annually by Oracle Leadership

MW

6 Confidential – Oracle Restricted

https://www.oracle.com/support/lifetime-support/index.html


Year in Review – Delivery Highlights


MW

• HCM Images #18, 19, 20, 21, 22 • CRM Images #11, 12, 13 • ELM Images #13, 14, 15

https://apexapps.oracle.com/pls/apex/f?p=10319:5:0


Year in Review – Delivery Highlights


MW

PeopleSoft Test Framework Scripts

https://docs.oracle.com/cd/E52319_01/infoportal/index.html

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 9

PUM Delivery Model - 2017

.

• New Image Schedule – 4 HCM / Payroll images – January, April, July, October

– Product Release Patch (PRP) scheduled for December for final PNA Tax Update of the Year

– 2 CRM images – January, July

– 2 ELM images – January, July

• Why Revise the Schedule? – More runway for Oracle to deliver each image

– Help customers keep up with current velocity of new features

• Does not change our scope for planned feature delivery


HCM Image #22

• Manager Clone a New Position in HR • Manager Change Work Schedule Hours for an Employee • Employee Snapshot Enhancements • Time & Labor Manager Self Service • Self Service Enhancements for Absence Management • Enhanced Absence Management Integration with Time & Labor • Self Service for ePay Global Payroll Banking • Fluid Enhancements for Recruiting Candidate Gateway • Country Extensions Enhancements

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


HCM #23, CRM #14, ELM #16 - Highlights

• Self Service Onboarding Activity Guide • Employee Snapshot (Talent Management) for Manager Self Service • Dotted Line Reporting for Company Org Chart • Payroll for North America - Lockout Self Service During Calc & Confirm • Total Rewards Statement • Employee Relations Case Tracking • Fluid Self Service Learner User Experience • Payroll for North America Tax Class Code Enhancement • Global Payroll - Element Browser • Activity Guide Composer – Build Your Own in Fluid


Onboarding - Day One

12 Oracle Confidential – Event Use Only

• Guided Process using Fluid Activity Guide • Configurable List of Steps

• Tracks Status by Steps • PeopleSoft and Non-PeopleSoft Steps

• Add Flex Fields

• Allows Dependencies between Steps

• Workflow Approval by Individual Step

• Alerts and Notifications

• Visibility into the process for all constituents (New Hire, Hiring Manager, HR, IT, etc.)

slc10pse.us.oracle.com:8000/psc/h92brg10x/EMPLOYEE/HRMS/c/NUI_FRAMEWORK.PT_LANDINGPAGE.GBL?


Onboarding - Day One

13 Oracle Confidential – Event Use Only


• Dotted line relationships are one-on-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


Dotted Line Relationship


Customers would benefit from providing visualization for dotted line relationships in the org chart


83%


Dotted Line Relationship Management

16

Visualization In Organization Chart



17

Visualization In Company Directory



18

Employee and Manager Self Service access to create and remove dotted line relationship



19

HR Administrator access to manage dotted line relationships


It’s easy to use, colorful, and modern Fluid saved PeopleSoft - LOL!! Where’s my Drop Down Menu?? OMG!! We will have to change all of our User Documentation It’s the best thing since sliced bread, I have to deploy Fluid - OOTD!!

What are Customers Saying about Fluid?

Restricted to event use only. 20

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 21

MANUFACTURING

FINANCIALS

MORE…

HEALTHCARE

PUBLIC SECTOR

EDUCATION


https://www.navigant.com/careers


Nancy Eavenson Senior HRIS Specialist

Staff Services



Implement PeopleSoft Fluid

• Get to PeopleTools 8.55

• Use Fluid as the primary interaction model

• Incrementally add Fluid pages based on business need

• Build your own Fluid pages only if necessary

• Review what is available out of the box

Confidential – Oracle Restricted 24

Impact on You and Your Call to Action

MW


How to Know what Fluid Capabilities are Available?


MW

http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html


PeopleSoft Fluid - Getting Started Resources


The PeopleSoft Spotlight Series is a free, video-based learning resource.

Be sure to watch these episodes:

Developing a Fluid Strategy

Developing Fluid Applications

Deploying Fluid Applications

To get started, go to the PeopleSoft Information Portal www.peoplesoftinfo.com, click the training tab to access the link to the Spotlight Series. Or go to www.youtube.com/user/PSFTOracle

https://apexapps.oracle.com/pls/apex/f?p=44785:24:0:::24:P24_CONTENT_ID,P24_PREV_PAGE:11566,1



http://www.peoplesoftinfo.com/


Education Resources for PeopleTools


PeopleSoft Spotlight Series Videos • Branding Fluid Applications* • Creating a Secure Enterprise • Regression Testing Strategy Using PeopleSoft Test Framework • Elastic Search • Cloud Manager

Oracle University Courses • PeopleSoft Fluid User Interface* • PeopleSoft Query Reporting Tools • PeopleSoft Update Manager • Lifecycle Management and Update Manager • PeopleTools I • PeopleTools II • PeopleTools I/PeopleTools II Accelerated

http://docs.oracle.com/cd/E52319_01/infoportal/spotlight.html

http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=615&get_params=key:8.55


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

28

• Guide managers through submitting transactions

• Compound transactions into one process

• Decision support assistance

• Configurability by transaction

Requires PeopleTools 8.54 or Higher

Oracle Confidential – Event Use Only


• Promote Employee

• Transfer Employee

• Request Ad Hoc Salary Change

• Request Reporting Change

• Request Location Change

• Change Full/Part Time Status

• Retire Employee

• Terminate Employee

• Request Demotion

• Request Employee Leave

• Request Employee Unpaid Leave

Fluid Guided Self Service Manager Self Service Transactions

Oracle Confidential – Event Use Only 29


Customers Deploying Fluid Guided Self Service


Fluid Guided Self Service What’s Left?

• Multiple Components of Pay

• Multi-Select

• New Transactions

• Request FTE/Standard Hours Update

• Request Clone Position

• Request Suspension

• Request Additional Pay

• by Manager or Administrator

• for Payroll for North America

• Configurable Attachments by Transactions


Description

Ability to add and set priority of multiple action reasons for the same effective date on Position

Ability to perform transactions on an employee that reports to an empty position

Ability to update positions that are empty

Provide an automated process to load position data into Position Management

Provide an automated process to move your organization from Partial or No position management to Full position management organization

Provide fields such as Pay Group, Employee Type, and Holiday Schedule to Positions

Simplify the position management process with easy to use Admin screens and notifications

HR Position Management Enhancements


Payroll for North America (ePay) Allow Terminated Employee to load using PSHUP (Paysheet Update Process)

33


Payroll for North America (ePay)


Employee Self Service Fluid Direct Deposit Pages


• Enhance the Dependent Beneficiary process using Fluid

• Allow “Legal Entities” as Beneficiary

– Trusts

– Estate

– Non-Profit (Organizations)

Benefits Fluid Dependent Beneficiary



• Redesign Open Enrollment using Fluid

• Modernize the User Experience

• Configurability for context

• Analytics

• Related Content

Benefits Fluid Open Enrollment



• What is next for ACA? – Your guess is as good as mine…..

– Until American Health Care Act (AHCA) is passed we will not be doing any major enhancements to ACA

– We will fix necessary BUGS only

– Focused on stabilization until things change

Affordable Care Act



ACA Training Class

38

http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=609&get_params=dc:D97721,clang:EN








• New Form I-9 https://www.uscis.gov/i-9

– USCIS published new form November 14, 2016

– Effective January 21, 2017

– Posted December 2016

• Updated Self-Identification for Disability https://www.offcp.gov

– Effective January 31, 2017

– Posted January 2017

• EEO-4 Reporting Change - https://egov.eeoc.gov/eeo4/pdf/EEO4PriorForm.pdf

– EEOC will now report on employees who selected more than one race and ethnicity

– EEOC start collecting September 2017

– Posted May 2017


Core HR Legislative Updates (USA)

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



https://www.offcp.gov/

https://egov.eeoc.gov/eeo4/pdf/EEO4PriorForm.pdf

https://egov.eeoc.gov/eeo4/pdf/EEO4PriorForm.pdf


Core HR Legislative Updates (USA)

• Updated 2017 Form I-9 https://www.uscis.gov/i-9

– USCIS might be updating Form I-9

– USCIS will post changes July 2017

– Effective September 2017

• 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 December 2017

– In analysis phase (posting TBD)





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





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

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

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

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 41

Workforce Availability Analytics

Time & Labor

Fluid Manager Self Service


Time & Labor Fluid Timesheet

• Enhanced Fluid Design

• Allow entry of Elapsed or Punch Time

• Used by Time Reporters, Managers, and Administrators

• Indicators for Non-working days, Holidays, Schedules, and Absences

• Added Configurability for links, approvals, and fields

• Ability to limit prompt values: Project, Project Activity

Confidential – Oracle Internal/Restricted/Highly Restricted


PeopleSoft Enterprise Learning Management (ELM) Fluid for Your Learners


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


PeopleSoft Enterprise Learning Management (ELM) Mandatory Learning


Phase 1

1 Ability to add multiple Case Assignees (ER Agents and ER Panelists) to ER Cases

2 Restrict Case access to only those Case Assignee explicitly added on ER Case

3 Single Party Case

4 Allow an ER case creation for an anonymous reporter

5 Configure Case Access based on template for ER Panelists/Agents

6 Enable authorized agent to easily summarize/print ER Case related information based on his access

PeopleSoft HR HelpDesk (CRM) Employee Relations Case Management


Phase 2

1 Enable tracking multiple employees involved in an ER Case.

2 Enable tracking issue resolution for each employee involved in an ER Case.

3 Allow authorized agent to add/attach Notes/attachments for specific employee involved in the ER Case.

4 Allow copying the selected notes and attachments amongst related ER cases.

5 Automatic Case assignment: Based on competencies, prior handling of cases of a particular employee etc

6 Provide Analytics to let management review some of the key indicators.

7 Enable Self-service reporting/management to ER Case

PeopleSoft HR HelpDesk (CRM) Employee Relations Case Management


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

47

Intuitive

Global

Powerful

HR Help Desk • Secure Employee Relations Case Tracking

http://www.peoplesoftinfo.com/


Ongoing Innovation


HR Architecture

• Fluid Activity Guide Composer

• HR Data Privacy Framework

• Identification of PII Data

• Enhance Employee ID Delete function

• Applicant Delete process

• Business Event Configuration for Push Notifications

• PS Administrator Homepage

* HR Architecture Enhancements included in HR PUMs


Ongoing Innovation


PeopleTools

• PeopleTools Releases

– Every 12 to 18 months on average

• PeopleTools 8.56 Highlights

– Cloud Manager*

– Elasticsearch*

– Page Composer*

– Fluid Enhancements

– PUM Analytics Enhancements

– “Classic Plus”

* Included in PT 8.56 but initially delivered on PT 8.55


Classic Plus - Seamless PeopleSoft Experience


Unified Look and Feel Different Technology from Fluid

Not Responsive


Classic Classic Plus


HR Administrator Navigation Collection


Classic Classic Plus


Job Data


Classic Plus

• Technology enabled in Tools 8.56

• Applications will be delivered to you with Classic Plus turned on by default for nearly all Classic pages

• Your custom application pages may require realignment to render properly in Classic Plus

• You can turn off Classic Plus at the database or component level

• We will still continue to deliver Fluid navigation (Home Pages, Nav Collections, transactions, etc) for all key roles



Defining the Roadmap Customer Driven

54

Idea Spaces Focus Groups Advisory Board Conferences

PeopleSoft Product Roadmap


Community Groups

Ideas! – New on MOS (My Oracle Support Community)

55 Confidential – Oracle Restricted to Event Usage Only

Community Ideas

https://community.oracle.com/community/support


• 25+ HCM Ideas Delivered since 2016 Launch

• 14 Different Spaces

• 7,300+ Followers

• 875+ Comments

• 1,000+ Ideas Entered

• 35 New Ideas on Roadmap


Top Ideas Get


PeopleSoft Customer Focus Groups

• Absence Management

• Benefits Enrollment

• Fluid Company Directory

• Delegation & Approvals

• Employee Snapshot

• Enterprise Learning Management

• Global HR

• Fluid Simplified Analytics

• Global Payroll

• Guided Self Service for Managers

• HR Administration Analytics

• HR HelpDesk (CRM)

• Onboarding

• Payroll North America

• PSFT Test Framework

• ePerformance Management

• Position Management

• Profile Management

• Recruiting Solutions

• Time & Labor

• US Federal HR

Italics = newly forming

Documents

PeopleSoft Human Capital Management Update and Roadmapapps.questdirect.org/eweb/upload/CFP_Files/Reconnect_2017... · PeopleSoft Human Capital Management Update and Roadmap ... Oracle