Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Human Capital Management Update & Roadmap
Robbin VelayedamSenior Director, Product StrategyPeopleSoft HCM, Learning, HelpDesk
July 17, 201810:15 – 11:45 am
London
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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
2Confidential – Oracle Restricted
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Customer Engagement Events WorldwideEMEA
Road show
ASIAPAC Customer Meeting
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft HCM Reconnect SessionsTUESDAY, July 17 Presenter Time
PeopleSoft Core HR Julie Alonso 12:45
PeopleSoft Payroll for North America Rick Delaney 3:15
WEDNESDAY, July 18 Presenter Time
PeopleSoft Time & Attendance Lisa Chow 8:00
Data Privacy in PeopleSoft Russell Broom 9:15
Fluid Activity Guide for PeopleSoft Onboarding & Benefits Jeremy Pelley 11:15
*Customer Panel Discussion• Concurrent Sessions: Fluid, Cloud, Selective Adoption,
Testing, Configuration
CRU, State of Minnesota, Capella Univ, Univ of Nebraska, AvalonBay,
Hennepin Cty, AARP, Hackensack Meridian, Sandia Labs, SRNS
1:30
PeopleSoft Guided Self Service for Managers Julie Alonso 4:30
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft HCM Reconnect Sessions
THURSDAY, July 19 Presenter Time
PeopleSoft Talent Management Jeremy Pelley 8:00
Fluid Simplified Analytics John Robinson 11:15
PeopleSoft Recruiting Solutions Tammy Boyles 1:45
Meet the Experts Panel All 3:00
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
State of the UnionPeopleSoft HCM Customers are With Us
6
70% +PeopleTools 8.55 or 8.56
3,500~HCM customers worldwide
50% +On Fluid
75% +adoption rate of 9.2
60% +adopted features over the past 12 months
55% +Get Current Once or Twice a Year
Confidential – Oracle Restricted
MW
* 450~ customers surveyed from PeopleSoft Focus Groups
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Customer Successes – Upgraded to 9.2
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Customer Successes – Upgraded to 8.56
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Customer Successes - Fluid Deployment
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Sharing Customer Successes Stories Brought to You by the Quest
• Currently 14 Customer Success Stories
• Stories on:
– Successful Upgrades
– Fluid Deployment
– Selective Adoption Execution
• Share Your Success Story Too
www.questdirect.org/stories/ps
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learn more at Information Portal
and at
MW
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PeopleSoft Innovators – Congratulations!Elasticsearch
Fluid (HCM), Branding
Fluid (HCM), Chatbot, HTML E-mail approvals
Fluid (HCM) – in 8 weeks!
Oracle Cloud Infrastructure&
Oracle Cloud Infrastructure, Cloud Manager
Classic Plus
Integration
Fluid (Campus Solutions)
PeopleSoft Test Framework
Fluid (HCM, ERP)
Fluid (HCM, ERP)
Analytics, Configuration with Related Content
Fluid (HCM), Configurable Analysis Framework
Fluid (HCM), Selective Adoption
Fluid (HCM)
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 13Restricted to event use only.
High-Level Goals for HR OrganizationsEnable Compliance
• help us stay or become compliant to local, state and global personnel legislative and regulatory requirements
Empower Administrators• help us do our job better, faster with minimal errors
• help us capture and mine employee talent and profiles and attract the right talent
Strategic Partnership• help us maximize our investment in PeopleSoft
• help us deploy features faster and stay modern
• help us avoid customizations
Employee Engagement and Retention• help us engage with employees, keep them motivated, ensure they are doing the job they
are best fit to do
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
HCM Features Resonating with Customers• Day One On-Boarding
• Employee Snapshot
• Total Rewards Statement
• Manager Guided Self Service
• Fluid Timesheet
• Fluid Recruiting Candidate Gateway
• Data Privacy Framework
• Fluid Benefits Open Enrollment
14
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Fluid Benefits Open Enrollment • Simple, intuitive, modern activity guide
• Fluidize & Enhance current functionality
• Streamline the enrollment process for benefit life cycles
– Open Enrollment
– Life Events
– On Boarding
• Leveraging Fluid Activity Guide Framework
• Customer Personalization
• Enroll using Mobile Devices
• ~50 Customers Provided Design Input
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Fluid Benefits Open Enrollment
Presenter: Tammy Boyles
PeopleSoft Recruiting & Benefits
Product Management Director
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Product Demonstration
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Fluid Benefits Open EnrollmentPlanned Roadmap
• Fluid Online Confirmation Statement
• Single-Page Benefit Plan Comparisons
• Evidence of Insurability Upload and Approval
• Additional configuration options • Multiple Contacts
• Resource Attachments
• Countdown Tile
• Enhancements from Phase 1 Based on Customer Feedback
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Data Privacy FrameworkEnhancements to Help with Global Data Privacy
• Identify Personal and Sensitive Data
• Provide Options for Field Level Security at the Application Level
• Provide Options to Erase Data from Your System
• Capture Employee Consent to Use Data
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Data Privacy Framework
✓ Personal and Sensitive Data Cross Reference Spreadsheet
✓ Functionality for Delete Employees, Person IDs, and Applicants
✓ Data Masking for Date of Birth, Bank Account Numbers, National IDs
✓ Acknowledgement Framework for capturing Consent
https://blogs.oracle.com/psftlegupdates/managing data-privacy within-peoplesoft-hcm
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential
Data Privacy Framework
21
• Data masking of additional data:
– Passport Number
– Drivers License Number
– Visa
– Citizenship
– Preferred Name
– Gender
• More granular security for additional fields such as country, address type
• Configurable security for any personal or sensitive data field on any transaction
– Full or partial masking – custom masking templates can be defined
– Hide or make display only
• Online Component to Identify Personal and Sensitive Data references
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Data Privacy FrameworkData Identification
22Oracle Confidential – Event Use Only
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Day 1 On Boarding
✓Employee View
✓Manager View
• Admin View
Off Boarding
• Employee Activities
• Manager Activities
• Interested Party Activities
Pre-Boarding
• Activities prior to day 1
• Integrated with PeopleSoft Recruiting
Trans Boarding
• Internal movement
• Department A to Department B
• Company A to Company B
• Location A to Location B
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft Position Management
Oracle Confidential – Internal/Restricted/Highly Restricted 26
Allow for multiple actions on a single effective date
- Usability Improvement
- Functional grouping of fields
- Related display to show description of all codes
- Improved search results page
- More auto-fill in position data component
- Improve usability how Admins review errors/warnings generated
Allow customer to select fields to be managed by position management
Flexibility of using Position Title or Business Title throughout the system
Modernization of Position Management (i.e., Fluid)
Easier process to start using Position Management
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Enhancements to Position Management
• Effective Sequencing of Transactions‒ Solution for Multiple Updates on the Same Effective Date‒ Corrections to Pool Funding‒ Simultaneous Employee Transactions
• Fluid Capabilities‒ Better Usability and Search‒ Guided Process for creating, cloning, and maintaining Positions‒ Configure Displayed Pages and Fields‒ Quick Summary and Historical Records Views‒ Attachments
• Usability Improvements‒ Functional grouping of fields‒ Reviewing exceptions‒ Approvals
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Modernization – Job Data & Personal Data
• Refined Data Entry
• Better Error Handling
• Better Search
• Fluid Capabilities
• Support for Custom Fields
• Smart HR Enhancements
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
HR Administrator Analytics
• Leveraging PeopleSoft Technology‒ Pivot Grids and PS Queries‒ Related Content‒ Analytics Service‒ Fluid UI‒ Personalization‒ Drill down
• Analytics Under Development‒ Position Status - Current positions filled vs. vacant, track positions and trend analysis as it relates to
position management‒ Workforce Turnover - Analyze and identify areas with the highest turnover rates to be more proactive in
retaining top talent ‒ Headcount Movement - Analyzing employee movement and the causes (ex. termination, promotion,
layoffs)‒ Education Levels - Ensure employees in a job code have the required education level. Education level also
may be a factor in compensation, attrition trends, and job movement‒ Workforce Diversity
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Fluid Organization Chart (Company Directory)
Oracle Confidential – Internal/Restricted/Highly Restricted 30
• Configurability of fields and view
• Global, consistent setting for phone number and position title display
• Display vacant positions
• Export / download / print org chart
• More ways to navigate to org chart
• Analytics
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Profile Management Roadmap
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Enhancements for multiple and
historical profiles
Copy from non-person to Person
Enhanced Compare functionality
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Fluid Attachments
• Fluid HCM attachments framework uptake for consistency
• Self service users may attach documents for Address change transactions and Approvers will be able to view attachments prior to approval
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Fluid Compensation History
• Display Multiple Components of Pay
• Salary Change Amounts & Percentages
• Select Displayed Currency
• Select Pay Frequency
• Enterable Date Range
• Filter Options – Source, Type, Job Title
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Current Compensation History
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Compensation History Grid
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Compensation Chart
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Administrator’s Setup Page
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Payroll for North AmericaAllow Terminated Employee to load using PSHUP (Paysheet Update Process)
38
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Fluid Work Center
Key Drivers
– Provide a “One-stop shop” solution for the Payroll Administrator
– Provide an end-to-end coverage of Payroll Business Processes
– "Checklist” like approach
– Configurable and Personalizable
– Role-based and Secure
–Modernize and automate the Payroll Process
– Fluid
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Global Payroll, Absence, Payroll for North America, Time & Labor
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Time & LaborFluid Timesheet
• Enhanced Fluid Design
• Allow entry of Elapsed or Punch Time
• Used by Time Reporters, Managers, and Administrators
• Indicators for Non-working days, Holidays, Schedules, and Absences
• Added Configurability for links, approvals, and fields
• Ability to limit prompt values: Project, Project Activity
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Time & Labor• Fluid Timesheet Enhancements
• Elapsed Time Entry for Smartphone
• Punch Time Entry
• Hourly Time Entry
• Time Entry for Managers and Administrators
• Fluid Approvals for Reported Time
• Configuration for Schedule Changes
• Add Effective Dates to Value Lists
• Define Location on Employee Schedules
• Improve Performance on Reported Time Load
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Absence Request Attachments
• Include Attachments on your Absence Request
• Available to Manager Self Service and Employee Self Service
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Absence Management
• Support for Fluid T&L Timesheet enhancements
• Fluid Absence Workcenter with My Work Items
• Fluid Attachments on Absence Request by Administrator
• Use Forecasting to Project out 'Actual Balances‘
• Fluid Extended Absence for FMLA
• Fluid Leave/Transfer Donations
• Fluid Simplified Analytics for Absence Pivot Grids
• Chatbot for Absence Requests
Oracle Confidential – Internal/Restricted/Highly Restricted 43
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
What do we mean by Chatbot?
Oracle - Restricted
Short for chat robot, a technology that simulates human conversation, or chat, through artificial intelligence
Chat bots used for these purposes are typically limited to conversations regarding a specialized purpose
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
What do we mean by Chatbot?
Oracle - Restricted
End Users interact with Chatbots in many ways:
• Accessible inside a Company’s App
• Accessible via a Messenger-based Bot
– Facebook Messenger
– Slack
• A Natively Built Chatbot App
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Chatbot for Absence Management
• Oracle Intelligent Bots Content Service Application
• PeopleSoft Absence Management
• Initial Use Cases
– Request Absence
– Request Absence Balance
– Forecast Absence Balance
• Development Proof of Concept Complete
• Customer Focus Group Underway (invite only)
Oracle Confidential – Internal/Restricted/Highly Restricted 46
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Fluid Recruiting HomepageFor Your Recruiter Administrator
• Replacement of Classic Recruiting Home – more modern experience for the Recruiter
• “Ease of use”; “Visibility of all parts and pieces”; and “Quick access”
• Recruiters spend most of their day in TAM
• Ability for the Recruiter to personalize the homepage• Selecting tiles • Arrangement of tiles
• Tiles transfer to Fluid or Classic Plus pages
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Recruiting Solutions
• Applicant Status Enhancement
– Allow customers to control and display informative application statuses to candidates
• Enhanced Applicant Communications–Welcome Registration Notification – send a notification to confirm registration and
provide information about the application process, password resets, among others
– Draft Status Email Notification – send a notification to applicants to remind them to complete and submit their applications
Oracle Confidential – Internal/Restricted/Highly Restricted 49
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Preference Questions and ScreeningFramework for Recruiting & Other Transactions
Assist Customers in Maximizing Screening Functionality
• Provide a simple selection for Preference questions
• Multiple choice, open ended questions, date questions can be intermixed
• Preference questions can be required
• Ability to add additional Preference Questions
• Preference questions continue to be used in Screening
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Performance Management
• Auto Due Date Notifications - Notify users when an event is due such as self or peer appraisals
• Auto Transfer Documents - Allow performance documents to be automatically transferred over to the new manager once an employee changes supervisors
• Quick Text and Notes Updates for Performance Documents
– Ability for Managers to forward emails about an employee’s performance to have them stored as Notes
– Better aligned with where the industry is going with performance management –quick, more frequent updates
• Fluidization of Performance Management? – Under Consideration
Oracle Confidential – Internal/Restricted/Highly Restricted 51
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Enterprise Learning Management (ELM)Fluid Experience for Your Learners
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
ELM Fluid Supplemental Learning
Fluidize and Functionality Enhancements
• Learner will be able to attach supporting documents with supplemental learning
• Managers will be able view supporting documents attached by team members for supplemental learning
• Supplemental Learning approver will be able to view attached documents before approving/denying
• Admin will be able to view and delete attachments attached by learners
• Admin will be able to impose a file size limit on what learners are allowed to attach
Confidential – Oracle Internal/Restricted/Highly Restricted 53
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
ELM Mandatory Learning
Confidential – Oracle Internal/Restricted/Highly Restricted 54
• One-time configuration in Learning catalog
• Configure notification rules as per your organization policy
• Indicate ‘Mandatory Learning’ for a learner group or individual employees
• Track ‘Mandatory Learning’ for re-hired employees
• Nightly batch process to perform enrollment and re-enrollment
• Timely reminders for employees and supervisors through emails and push notifications
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft HR HelpDeskIntegration with HCM Self Service
• An easy to configure integration between HR Helpdesk and HCM Self-service components in fluid
• Following options will be available to be configured on any Employee/Manager Self-service Fluid page in HCM:
– Contextual Recommended Help • Display Top Solutions, FAQs based on the context
– Solution Search
• HCM users can search for Solutions in CRM and find instant help
– Create Case
• HCM Users can submit a HRHD Case from HCM Self-Service page
• System can auto-populate the Case details based on the context
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Fluid Case Triage Dashboard
Oracle Confidential – Internal/Restricted/Highly Restricted 56
• Improve Case Resolution Efficiency– Simplified one stop landing page for Agents to triage their cases
– Recommended Solutions based on context
– HCM related actions in context to Case
– Fluid replacement to classic search functionality
• Related Actions‒ Quick Case Summary/ Snapshot
‒ Update Case Status
‒ Reassign /Transfer
‒ Add Note/Attachment
• Collaboration/Discussion Service – Ability for Agents to seek suggestions from others on a case
– Store Discussions as Knowledge to be referenced later
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
HCM Image #27 Planned Scope - Highlights• Company Directory - Org Chart Enhancements• Time & Labor
• Fluid Time Entry for Mobile Phone• Fluid Time Entry for Tablet and Desktop• Fluid Approvals for Reported Time
• Performance Management Due Date Notifications• Data Privacy Enhancements
• Sensitive Data Setup• Employment Record Delete
• Fluid HCM attachments Uptake• Address Change ESS transaction• Profile Management• Absence Cancellation ESS transaction
• Fluid Year-End Forms T4 and T4-A for Canada, RL-1 and RL-2 for Quebec• Fluid Self Service Reporting - Country Uptake• Self Service Absence Event Handler by Country
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Overall HCM, ELM, HRHD Roadmapwww.peoplesoftinfo.com
Expansion of Guided Self Service• Non-Job Data Transactions (ex: New Position)• Configurable Fields and Attachments• Multi-select Transactions• Push Back to Previous Approver
HR Administrator Homepage• Guided Processes and Checklists• Review Transactions, Notification Framework
Employee Side by Side Compare• For Managers and HR Administrators• Core HR and Talent Data
Employee Snapshot• Role Based Views• Configurable Events
Recruiting• Refer a Friend• Diversity Analytics for Administrators• LinkedIn Integration
Enterprise Learning Management• Fluid Search, Enroll, and Execute Training• Merge Learners
On-boarding/Off-boarding/Day One boarding• Configurable Guided Process via Activity Guide• Workflow Approval by Individual Step• Alerts and Notifications
Payroll for North America• Mobile Direct Deposit• WorkCenter Expansion• Self Service Lockout during Payroll runs• Pay sheet Update Enhancement
Time and Attendance • Mobile Approvals for Reported and Payable Time
for Elapsed and Punch Time Reporters• Workforce Availability Analytics• Manager Self Service for Employee Time Entry• Absence Request Cancellation• Enhanced Integration b/w Absence and T&L• Fluid Employee Timesheet
Core HR & Position Management• Self Service for Creating New Positions• Effective Sequencing on Position Records• Address Formatting
Dotted Line Reporting• Manager and Employee Self Service• Visualized in Company Directory
Benefits Administration • Dependent and Beneficiary Enhancements• Enhanced Mobile Open Enrollment• Fluid Live Events
Expansion of Mobile Approvals
Fluid Simplified Analytics• HR Administrator Analytics• Absence Administrator Analytics• Recruiting and Diversity Analytics• Global Payroll Variance Analytics
Global HR / Payroll• Configurable Global Name Formatting• Maintain Bank Accounts and Pay Distribution• Guided Global Payroll for Administrators
Regulatory Updates• ACA Enhancements and Legislative Changes• eSocial – GP Brazil / DSN – GP France
58
HR Help Desk• Secure Employee Relations Case Tracking
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
PeopleSoft HCM Reconnect Sessions
THURSDAY, July 19 Presenter Time
PeopleSoft Talent Management Jeremy Pelley 8:00
Fluid Simplified Analytics John Robinson 11:15
PeopleSoft Recruiting Solutions Tammy Boyles 1:45
Meet the Experts Panel All 3:00