The Value of Workforce Management SolutionsPeopleSoft Enterprise HCM Presenterrsquos NamePresenterrsquos Title

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 decision The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Safe Harbor Statement

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Definition Workforce Management

WFM definedAs it has evolved workforce management includes functions for time and attendance absence management labor budgeting forecasting scheduling adherence and increasingly task management

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

The Components of Workforce Management

bull Labor Budgetingbull Forecasting Labor

Demandbull Scheduling bull Absence Management bull Time and Attendance bull Availability bull Task Management bull Workforce Analytics

Workforce Management

bull Payroll amp Benefits bull Employee Performance

Measurementbull Incentive Managementbull Talent Acquisition amp

Recruitingbull Workforce Development

Core HRMS amp Talent

Inte

grat

ed w

ith

Human Resource Areas Considered Most Important to Integrate with WFM

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

1 Most Important

2 Most Important

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

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 decision The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Safe Harbor Statement

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Definition Workforce Management

WFM definedAs it has evolved workforce management includes functions for time and attendance absence management labor budgeting forecasting scheduling adherence and increasingly task management

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

The Components of Workforce Management

bull Labor Budgetingbull Forecasting Labor

Demandbull Scheduling bull Absence Management bull Time and Attendance bull Availability bull Task Management bull Workforce Analytics

Workforce Management

bull Payroll amp Benefits bull Employee Performance

Measurementbull Incentive Managementbull Talent Acquisition amp

Recruitingbull Workforce Development

Core HRMS amp Talent

Inte

grat

ed w

ith

Human Resource Areas Considered Most Important to Integrate with WFM

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

1 Most Important

2 Most Important

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Definition Workforce Management

WFM definedAs it has evolved workforce management includes functions for time and attendance absence management labor budgeting forecasting scheduling adherence and increasingly task management

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

The Components of Workforce Management

bull Labor Budgetingbull Forecasting Labor

Demandbull Scheduling bull Absence Management bull Time and Attendance bull Availability bull Task Management bull Workforce Analytics

Workforce Management

bull Payroll amp Benefits bull Employee Performance

Measurementbull Incentive Managementbull Talent Acquisition amp

Recruitingbull Workforce Development

Core HRMS amp Talent

Inte

grat

ed w

ith

Human Resource Areas Considered Most Important to Integrate with WFM

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

1 Most Important

2 Most Important

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Definition Workforce Management

WFM definedAs it has evolved workforce management includes functions for time and attendance absence management labor budgeting forecasting scheduling adherence and increasingly task management

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

The Components of Workforce Management

bull Labor Budgetingbull Forecasting Labor

Demandbull Scheduling bull Absence Management bull Time and Attendance bull Availability bull Task Management bull Workforce Analytics

Workforce Management

bull Payroll amp Benefits bull Employee Performance

Measurementbull Incentive Managementbull Talent Acquisition amp

Recruitingbull Workforce Development

Core HRMS amp Talent

Inte

grat

ed w

ith

Human Resource Areas Considered Most Important to Integrate with WFM

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

1 Most Important

2 Most Important

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

The Components of Workforce Management

bull Labor Budgetingbull Forecasting Labor

Demandbull Scheduling bull Absence Management bull Time and Attendance bull Availability bull Task Management bull Workforce Analytics

Workforce Management

bull Payroll amp Benefits bull Employee Performance

Measurementbull Incentive Managementbull Talent Acquisition amp

Recruitingbull Workforce Development

Core HRMS amp Talent

Inte

grat

ed w

ith

Human Resource Areas Considered Most Important to Integrate with WFM

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

1 Most Important

2 Most Important

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Human Resource Areas Considered Most Important to Integrate with WFM

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

1 Most Important

2 Most Important

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

bull High employee turnover

bull Inability to predict and plan future workforce needs

bull Inconsistent operations practices and systems across different locations or business lines

bull Compliance regulations constantly changing

bull Pressure to increase productivity reduce labor costs and still provide superior service levels

The Workforce Management Business Problem

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

0

5

10

15

20

25

30

35

40

45

Overstaffing Understaffing Balanced

BudgetCustomers

Forecasting Labor Budget is a Balancing Act

Labor Budget too high creates wasted cost

Volu

me

Labor Budget too low puts service at risk The ideal

level of Labor

Budgeting

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

bull Deploy workforce strategically to get the right person in the right job at the right time

bull Monitor the workforce in real time

bull Identify and monitor key workforce absence trends that impact productivity

bull Analyze root causes of labor issues to improve workforce planning talent acquisition and learning management strategies

bull Balance customer service productivity employee retention and engagement cost reduction and increased revenue objectives

Solving the Business Problem

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

An Integrated Single Vendor Solution is Best

bull The adoption and integration of WFM in the business must be seamless

bull Usability and the scope of software modules and software functionality were cited as the top criteria by a wide margin for choosing WFM providers

bull Organizations also plan to deploy all modules within WFM from a single vendor simultaneously by more than a two-to-one margin

bull Single vendor aids in training and adoption purposes as the fewer user interfaces and less navigation the better

Source ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

Employee Acceptance is Vital to WFM Adoption

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

ldquoCompanies with high numbers of nonexempt employees interested in getting the most out of their strategic HCM systems should consider WFM suites They should look to those vendors that have broad functionality within WFM as well as clear ideas of how they fit in with the rest of HCM and ERP relatively quickly (and easily)rdquo

ldquoWorkforce Management Gets Strategic Reassignmentrdquo AMR Research Christa Degnan Manning Robert Garf August 2007

What is Saying About Workforce Management

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Flexible role based user interfaces for time reportingIntegration with 3rd party time capture devicesMonitor actual time worked to planned and manage schedule changes Global flexible rules based solution for calculating absence accruals eligibility and gross pay

Ensure accuracy monitor productivity in time reporting and labor demand planningEnable integration to collect time and labor data from multiple sourcessolutions Ensure adherence to schedules to mitigate understaffinglost productivity Ability to adhere to all legislative union corporate labor laws and calculation of gross pay

Customer ValueEnabled Capability

Value of Global Workforce Management

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Business Benefits of Workforce Management Labor Forecasting and Scheduling

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce labor costs andor overtime

pay by minimizing overstaffingbull Staffing efficiently

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent scheduling

bull Improve employee productivity with the right person for the job

RevenueServiceOther Improvements

bull Improve customer service which in turn can increase revenue

bull Improve compliance with local national international labor laws

Source Internal Oracle Experience

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

bull Hypothetically a 40 lane supermarket ndash Open 24 hours - 500 staff

bull How many checkouts should be open at any time of the day for each day of the week

bull Is it a different number this week than last

bull Which of my 500 staff should be on those checkouts during peak and slow periods

bull How can I best use my staff to cover a varying workload and manage the effects of absence

Example Whatrsquos The Potential Business BenefitThe Business Effect of Optimized Scheduling in Retail

In a 200 outlet chain open 24 hours 6 days a week - a reduction of just 1 lane would save $15M

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Business Benefits of Workforce Management Time amp Attendance and Absence Management

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce payroll errors through

automated time tracking

Improved ProductivityLabor Savings

bull Improve manager productivity by reducing time spent manually processing timesheets

bull Improve employee productivity by reducing absenteeism

RevenueServiceOther Improvements

bull An increase in productivity can lead to increased revenue

bull Improve compliance with union rules and policies

Source Internal Oracle Experience

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Business Benefits of Workforce Management EmployeeManager Self-Service

Benefit Area Measurable BenefitsExpenseOperating Savings bull Reduce riskcost of data entry errors

by allowing employees to enter data and removing need to key data multiple times

Improved ProductivityLabor Savings

bull Improve employeemanager productivity through automation

bull Improve productivity for HR staff by reducing data entry

RevenueServiceOther Improvements

bull Improve employee amp manager satisfaction

Source Internal Oracle Experience

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

According to industry experts at the American Payroll Association automating Time and Attendance processes saves an estimated $100000 per employee per year These savings are the result of a reduction in the cost of processing payroll reduction in human error during recording time elimination of unauthorized overtime and a reduction in the time spent on employeesrsquo information requestsSource ldquoTrends in Time and Attendancerdquo presented at the 22nd Annual Congress of the American Payroll Association Apr 27 2004

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

The Value of Absence Management

bull Approximately 15 percent of an organizations payroll is dedicated to the direct costs associated with paying absent employees

bull The annual cost of unscheduled absences is an average of $422 per employee

Statistics derived from the following sources Mercer 2007 Nucleus ROI Evaluation Report Kronos Workforce Timekeeper 2003 sponsored by Kronos and the Employment Policy Foundation The Cost and Characteristics of Family and Medical Leave 2004

Thatrsquos an annual cost of $31M+ for a company

like Oracle (74000 employees)

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

The Increasing Value of Scheduling Workers

Demographics Making Scheduling Increasingly Important

ldquoScheduling as a task is becoming increasingly important In the coming years the number of baby-boomers retiring from the work force will exceed the number of new workforce entrants resulting in a significant worker shortage As a result businesses will be competing for the best workers among a shrinking workforce

Additionally as the number of workers on a given payroll decreases overtime expenditures will increase Effective scheduling can be a way to minimize costs related to expensive payrollsrdquo

Excerpt from Nucleus Research Report ndash A Closer Look at the ROI from Scheduling February 2008

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Forecast Deploy Track and Manage Your Labor

Workforce Management

bull Track work standardsbull Forecast labor and workload

demandbull Define and assign schedules to

meet business objectivesbull Capture time worked absences

and other labor databull Track adherence to schedules

and productivitybull Adhere to labor laws and pay

rulesbull Send payable time to payroll bull Send labor costs to other

applications

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Meet Strategic Objectives by tying deployment and utilization of your workforce to organizational goals and business demand

Simplify Administration through automated time capture employee and manager self service and absence management

Reduce Labor Costs amp Improve Productivity by efficiently and effectively scheduling monitoring and managing your workforce

Enables you tohellip

Oracle Workforce Management

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Meet Strategic Objectives

With Oracle Workforce Schedulingbull Forecast labor demand based on corporate budgets operational targets

and historical trendsbull Managers can easily monitor edit and influence forecastsbull Convert forecasts into an activity-based workload with the simple push

of a buttonbull Optimally assign resources to the workload based on organizational

needs while minimizing overstaffing and understaffingbull Provide the best possible customer experience satisfy and retain top

employees maximize productivity minimize costs

With Oracle Business Intelligence and Workforce Analyticsbull Track key performance indications like average hourly rate number of x

per labor hour of overtime etc to increase productivitybull Analyze historical absence trends and impact to productivity to correctbull Analyze overstaffing and understaffing situationsbull Improve corporate talent management strategy

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Simplify Administration

With Time and Laborbull Reduce if not eliminate data entry mistakes by using self

service time reporting or integrating to time clock devices for automated time capture

bull Automate calculation of labor and complex pay rulesbull Easily handle legislative requirements like multi-tax jurisdiction

With Absence Managementbull Automate the tracking and monitoring of absences to allow line

managers to react to impacts on productivity in near real timebull Automate calculation of absence accruals eligibility and pay

based on rules

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Reduce Labor Costs amp Improve Productivity

With Oracle Workforce Scheduling bull Reduce the administrative costs of manually trying to schedule

employeesbull Reduce overstaffing costs by utilizing your employees to the best

of their ability and availability and aligning them to the demand of your business

bull by monitoring workersrsquo adherence to schedules in near real timeWith Time and Labor

bull Monitor time worked and productivity in near real time to take corrective action

bull Assign schedules and track adherence in near real time to take corrective action

bull Leverage self service scheduling features for managers to easilyswap schedules and find replacements

With Absence Managementbull Reduce the impact of loss of productivity due to unplanned

absences

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Oracle Workforce Management Applications (Retail Example)

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Oracle Workforce Scheduling

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Oracle Workforce Scheduling

Oracle Workforce Scheduling (OWS) provides

bull A powerful and flexible business modelbull Complete employee and business modelsbull Easily configured with OWS Designerbull Dynamically adjusted when organization changes

bull A highly interactive and simple user interfacebull User-friendly guide throughout the scheduling processbull User alerts to inconsistent data and scheduling problems bull Dynamic display of workload coverage

bull True optimizationbull Highly advanced mathematics produce near optimum schedulesbull Incorporates a wide range of personnel and business rulesbull Architected for enterprise scale and control

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Business Rules

Oracle Workforce Scheduling Overview

Personnel

Generate OptimizedSchedule

Work times break times

activities

Reviewamp Edit

Post

Workload

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

OWS - A Balanced Approach

This solution will still be generating ROI years after implementation -because your managers will still be using it

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

Benefitsbull Strikes just the right

balance in meeting customer service payroll budget and employee preference goals

bull Produces the best possible schedule from a very easy-to-use system

bull Includes KPI tracking and Alerts to enable everyone in the organization to see how better schedules have improved sales and reduced costs

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

5 Steps to Optimized Schedules

Forecastbull Business drivers forecasted from historical databull Bottom-up Manager edits

Demandbull Activity workload calculated with precise bottom-up rulesbull Automatic Top-down adjustment to budget

Checkbull Validates employee databull Alert the user to inconsistent data

Schedulebull Automatically build the schedule Allow Manual Adjustmentsbull Three Alert levels for schedule data

Postbull Post the schedule to TampL and provide performance indicators

Simple to use Minimum compulsory user actions

Show progress for a given week

lsquoMy Issuesrsquo feature

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Schedule Display

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

PeopleSoft EnterpriseTime and Labor

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

PeopleSoft Enterprise Time and Labor

Pressuresdrivers

bull Need for efficient capturing reporting and access of time in various forms

bull Need for flexible processingapproval of time

bull Need for adhering to various labor rules by region union or corporate governance

bull Need for accurate distribution of time

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Robust Central Time Solution

bull Powerful rules-based enginebull Delivered Rules Templatesbull Task reporting amp project costingbull Central repository for all the time related databull Roles based user experiencebull Global architecture

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

The Time and Labor Process

Scheduled Time

Time Administration

Business union

amp legislative rules

Exceptions

Payable TimeReported

Time

PerformanceMeasurement

Projects

Payroll

Distribution

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Time Clock Device Interface Partners

bull Kaba Benzing

bull Kronos

bull TimeLink

bull Talx

Time Administration The Ultimate Business Rules Engine

bull Objectivesbull Meet ALL rule requirementsbull Must be configurable flexible and robust

bull Conceptsbull Use provided templates for common rulesbull Use SQL Object tool set to create unique rules steps

HavenHavenrsquorsquot met a rule yet that we cant met a rule yet that we canrsquorsquot handlet handle

Scheduling

bull Streamlined setup and maintenancebull Building blocks now optionalbull Open architecture allows easy integration with 3rd party productsbull Support for 24-hour schedules and rotating rosters

bull Self-service capabilitiesbull Update swap or copy schedules and find replacementsbull Graphical representation of coveragebull Creation assignment of ad hoc schedulesbull Employee monthly view

Scheduling Preferences

How to Contact

Shift Double Shift

Compressed Work Week

StartEnd Times

Overtime

Schedule Management ndash Day View

Time Reporting

bull Superior usabilitybull Greater reporting efficiencybull Visibility to key informationbull Flexible configuration options

Timesheet ndash Elapsed Reporter

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Scheduling

bull Streamlined setup and maintenancebull Building blocks now optionalbull Open architecture allows easy integration with 3rd party productsbull Support for 24-hour schedules and rotating rosters

bull Self-service capabilitiesbull Update swap or copy schedules and find replacementsbull Graphical representation of coveragebull Creation assignment of ad hoc schedulesbull Employee monthly view

Scheduling Preferences

How to Contact

Shift Double Shift

Compressed Work Week

StartEnd Times

Overtime

Schedule Management ndash Day View

Time Reporting

bull Superior usabilitybull Greater reporting efficiencybull Visibility to key informationbull Flexible configuration options

Timesheet ndash Elapsed Reporter

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Scheduling Preferences

How to Contact

Shift Double Shift

Compressed Work Week

StartEnd Times

Overtime

Schedule Management ndash Day View

Time Reporting

bull Superior usabilitybull Greater reporting efficiencybull Visibility to key informationbull Flexible configuration options

Timesheet ndash Elapsed Reporter

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Schedule Management ndash Day View

Time Reporting

bull Superior usabilitybull Greater reporting efficiencybull Visibility to key informationbull Flexible configuration options

Timesheet ndash Elapsed Reporter

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Time Reporting

bull Superior usabilitybull Greater reporting efficiencybull Visibility to key informationbull Flexible configuration options

Timesheet ndash Elapsed Reporter

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Timesheet ndash Elapsed Reporter

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Timesheet ndash Elapsed Reporter (all expanded)

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Timesheet ndash Punch Reporter

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Web Clock

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Additional Features

bull Approvals for Reported Time and Payable Time

bull Manager search options and filters

bull Manageremployee notifications

bull Employee access to their exceptions

bull Attendance actions

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Oracle Business Intelligence HR Analytics ndash Compensation and Time

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft EnterpriseAbsence Management

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft Enterprise Absence Management

Pressuresdrivers

bull Need to comply with complex legislative requirements for sickness occupational disability and company policies

bull Need to help management understand impact of absences

bull Need to assist planning and cost control

bull Need ability to monitor absence trends and enable corrective action

bull Need accurate calculation of compensation rates during periods of absence from scheduled work

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Absence Management ndash Definition and Process

Page 53

EntitlementDefinition

TakeProcess

EntitlementProcess

TakeDefinition

IntegrationAbsence Request

Absence Event Entry

AccumulatorBalances

Work Schedules and Holiday Table

TampL Payrollandor

Payroll IF

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Absence Entitlement

bull Main component of balance accrualbull Defines what employees are ldquoentitledrdquo to whether its

accrued or grantedbull Define type of entitlement

bull By frequencybull Per absence

bull Define entitlement amountbull Using a constant variable formulahellip

bull Define accruing balance period (calendar year fiscal year or other time frame)

bull Define rules for the balance at the end of the periodbull Lost paid forwardhellip

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Absence Take

bull Element used to record an absencebull Associate one or more entitlements for cascading leavebull Define eligibility periodbull Define method for paidunpaid timebull Associate one or more earningsdeductions to forward

to payrollbull Define negative balance rule when balance is zero

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Employee transactionsbull Request an Absencebull View Absence Request History balances and statusbull Forecast absences and balances

Manager transactionsbull Perform all employee self-service functions on behalf of direct

reportsbull Approve deny or send a request back for changesbull Forecast absences and balances

Setupbull Configuration by Country or by Takebull Configurable labels via HR Text Catalog to accommodate regional

differences without customization

Self Service

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Absence Management - Self Service

Configurable data

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009

Organizational Effectiveness

IntelligentBusiness Execution

Flexibility

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft HCM 91Time amp Labor Improvements

bull Integration with Oracle Workforce Scheduling

bull Adoption of PeopleSoftrsquos Robust Approval Framework for Approvals and Delegations

bull Provide Time Reporting Codes to Enhance Mass Time Reporting

bull ImportExport Rules via an Online Tool

bull Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations

Improve Workforce ProductivityIncrease User Satisfaction

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft HCM 91Absence Management Enhancements

bull Absence Management Integration with Oracle Workforce Scheduling

bull Administer the Start and End Time in

ndash Absence Event Entryndash Absence Employee and

Manager Self Servicebull Extended Leave Framework (eg

support FMLA)bull PDF and Document Attachmentsbull Leave Donations

Using Oracle Workforce Scheduling

Reduce Administrative Overhead Associated with Managing Absences

SUN MON TUE WED THU FRI SAT

1 2 3 4 5 6

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Start Time

End Time

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft HCM 91Integration to Oracle Workforce Scheduling

Absence Managementbull Enable Absence Start and End

Time Entrybull Share Absence Information

Between Systems

Bi-Directional and Near Real-Time IntegrationReduces Employee Downtime amp Scheduling Conflicts

Time amp Laborbull Send Employeesrsquo Schedule

Preferences and Reported Time bull Receive Employeesrsquo Optimized

Schedule

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Comprehensive IntegratedPolicies and Practices

ProfilesRecruitingPerformanceLearning DevelopmentCompensation

Develop ContinuouslyIdentify OpportunitiesConnect Performance

Unified Context Aware

User Experience

WikisBlogs

ForumsChats

Documents Content

Collaborative Space

Maximize ProductivityEliminate Context Shifts

Connect People

PeopleSoft HCM 91Leveraging Web 20

Oracle CapabilityOracle CapabilityWeb 20Web 20

Improved Productivity

Peop

leSo

ft En

terp

rise

Peop

leSo

ft En

terp

rise

Tale

nt M

anag

emen

tTa

lent

Man

agem

ent

EmployeeEmployee2020

PeopleSoft Enterprise PeopleSoft Enterprise

PortalPortal

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

PeopleSoft Enterprise TampL and Absence Future Considerations

bull Pre-configured FMLA rulesbull Pre-configured integration with Oracle Workforce

Schedulingbull Enhanced assisted schedulingbull Schedule biddingbull Schedule tradingbull Vacation biddingbull Expand mobile functionality (features amp technology)bull Leverage Fusion Web 20 technologiesbull Leverage Fusion intelligence

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Agenda ndash Workforce Management (WFM)

bull WFM Definition and Business Challenges

bull Business Valuebull How Oracle Deliversbull Key Themes for the Futurebull Customer Success

Sample of PeopleSoft Enterprise WFM Customers

Sample of PeopleSoft Enterprise WFM Customers

What WFM Customers are Saying

ldquoOraclersquos PeopleSoft applications are fundamental to maximizing our operational effectivenessrdquoCarrie Medders HR Project Manager and Manager Training amp Support San Joseacute State University

ldquoThe flexibility of Oraclersquos PeopleSoft human resources solution provided the tools we need to handle a multitude of unique employment requirementsrdquoMark Taylor Assistant Division Chief for Management Systems US Census Bureau

• Safe Harbor Statement
• Definition Workforce Management
• The Components of Workforce Management
• Human Resource Areas Considered Most Important to Integrate with WFM
• The Workforce Management Business Problem
• Solving the Business Problem
• An Integrated Single Vendor Solution is Best
• Value of Global Workforce Management
• Business Benefits of Workforce Management Labor Forecasting and Scheduling
• Example Whatrsquos The Potential Business Benefit The Business Effect of Optimized Scheduling in Retail
• Business Benefits of Workforce Management Time amp Attendance and Absence Management
• Business Benefits of Workforce Management EmployeeManager Self-Service
• The Value of Absence Management
• The Increasing Value of Scheduling Workers
• Forecast Deploy Track and Manage Your Labor
• Meet Strategic Objectives
• Simplify Administration
• Reduce Labor Costs amp Improve Productivity
• Oracle Workforce Management Applications (Retail Example)
• Oracle Workforce Scheduling
• Oracle Workforce Scheduling Overview
• OWS - A Balanced Approach
• 5 Steps to Optimized Schedules
• Schedule Display
• PeopleSoft Enterprise Time and Labor
• Robust Central Time Solution
• The Time and Labor Process
• Time Clock Device Interface Partners
• Time Administration The Ultimate Business Rules Engine
• Scheduling
• Scheduling Preferences
• Schedule Management ndash Day View
• Time Reporting
• Timesheet ndash Elapsed Reporter
• Timesheet ndash Elapsed Reporter (all expanded)
• Timesheet ndash Punch Reporter
• Web Clock
• Additional Features
• Oracle Business Intelligence HR Analytics ndash Compensation and Time
• PeopleSoft Enterprise Absence Management
• Absence Management ndash Definition and Process
• Absence Entitlement
• Absence Take
• Self Service
• Absence Management - Self Service
• PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009
• PeopleSoft HCM 91Time amp Labor Improvements
• PeopleSoft HCM 91Absence Management Enhancements
• PeopleSoft HCM 91Integration to Oracle Workforce Scheduling
• PeopleSoft HCM 91Leveraging Web 20
• PeopleSoft Enterprise TampL and Absence Future Considerations
• Sample of PeopleSoft Enterprise WFM Customers
• What WFM Customers are Saying

• Safe Harbor Statement
• Definition Workforce Management
• The Components of Workforce Management
• Human Resource Areas Considered Most Important to Integrate with WFM
• The Workforce Management Business Problem
• Solving the Business Problem
• An Integrated Single Vendor Solution is Best
• Value of Global Workforce Management
• Business Benefits of Workforce Management Labor Forecasting and Scheduling
• Example Whatrsquos The Potential Business Benefit The Business Effect of Optimized Scheduling in Retail
• Business Benefits of Workforce Management Time amp Attendance and Absence Management
• Business Benefits of Workforce Management EmployeeManager Self-Service
• The Value of Absence Management
• The Increasing Value of Scheduling Workers
• Forecast Deploy Track and Manage Your Labor
• Meet Strategic Objectives
• Simplify Administration
• Reduce Labor Costs amp Improve Productivity
• Oracle Workforce Management Applications (Retail Example)
• Oracle Workforce Scheduling
• Oracle Workforce Scheduling Overview
• OWS - A Balanced Approach
• 5 Steps to Optimized Schedules
• Schedule Display
• PeopleSoft Enterprise Time and Labor
• Robust Central Time Solution
• The Time and Labor Process
• Time Clock Device Interface Partners
• Time Administration The Ultimate Business Rules Engine
• Scheduling
• Scheduling Preferences
• Schedule Management ndash Day View
• Time Reporting
• Timesheet ndash Elapsed Reporter
• Timesheet ndash Elapsed Reporter (all expanded)
• Timesheet ndash Punch Reporter
• Web Clock
• Additional Features
• Oracle Business Intelligence HR Analytics ndash Compensation and Time
• PeopleSoft Enterprise Absence Management
• Absence Management ndash Definition and Process
• Absence Entitlement
• Absence Take
• Self Service
• Absence Management - Self Service
• PeopleSoft HCM 91Release Themes ndash Planned General Available targeted for Calendar 2009
• PeopleSoft HCM 91Time amp Labor Improvements
• PeopleSoft HCM 91Absence Management Enhancements
• PeopleSoft HCM 91Integration to Oracle Workforce Scheduling
• PeopleSoft HCM 91Leveraging Web 20
• PeopleSoft Enterprise TampL and Absence Future Considerations
• Sample of PeopleSoft Enterprise WFM Customers
• What WFM Customers are Saying