Open source administration software for education Kuali People Management for the Enterprise (KPME)...

open source administration software for education

Kuali People Management for the Enterprise (KPME)

Welcome!

• Introductions:Aaron Neal – Indiana UniversityMary Byrde –Indiana UniversityCarla Espinoza – Iowa State UniversityDirk Merkel/Randy Ozden – VivanTech

http://creativecommons.org/licenses/by/3.0/



Who are we and what are we doing here?• Representatives of the Founding Partners• Here to share news about a new Kuali project

launch– A project with short-term and long-term plans to

help answer HR/Payroll questions – A project to provide systems solutions &

efficiencies– A project called - KPME




What is KPME?• An open-source, comprehensive HR/Payroll

system• Built for Higher Education by Higher Education• Through collaborative relationships within

higher education and with our commercial partners




Founding partners are represented here today

Indiana, Iowa State, and VivanTech will tell you why they are Kuali Investing Partners …

Let’s begin with Iowa State



Kuali People Management for the Enterprise (KPME) (Carla’s “Why-1”)

HR trenches (service) - 15 yearsHR management (deployment) – 20 yearsHR strategic planning (enterprise) – 15 years

• To improve service, deployment, and planning to meet and advance the needs of the enterprise

• To solve pay, people and position questions• To use a community of experts to explore options for

our unique needs



Kuali People Management for the Enterprise (KPME) (Carla’s “Why -2”)

• Cost of commercial/proprietary sources impossible for ISU

• Kuali provides the opportunity to help design what we need

• Kuali helps leverage the experiences of others in the higher education community

• Kuali offers varied investment opportunities



Kuali People Management for the Enterprise (KPME) Place holder for Mary’s slides

• By higher ed for higher ed• At mercy of updates dictated by vendor• Current vendor is cost prohibitive



Kuali People Management for the Enterprise (KPME) Place holder for Dirk’s/Randy’s slides

Next…



Project Planning Status

• High level analysis and estimates for core modules completed (See Project Plan

https://kuali.org/system/files/HR-pre-project-plan-Nov-2009.pdf)

• Development in process for Time and Attendance System (Target for IU Implementation July 2011)

• Analysis of Leave Management system alternatives• Detailed analysis and design of HR Core Transactions to

start soon• Planning for Payroll

https://kuali.org/system/files/HR-pre-project-plan-Nov-2009.pdf

https://kuali.org/system/files/HR-pre-project-plan-Nov-2009.pdf



Time and Attendance

• Comprehensive time management system supporting the recording of time for hourly and benefit eligible staff

• Based on system at Indiana University supporting over 19,000 hourly and biweekly staff

• Built on Rice 1.0.1 and integrated with KEW, KIM and KFS



Time and Attendance

• Configurable to your institution’s policies– Pay Periods– Daily and Weekly Overtime Rules– Clock entry and Manual time entry– Rounding Rules– Premium and Shift Differential Rules– IP Address Tracking



Leave Management

• Evaluating existing systems for a starting point– IU’s ePTO – Leave Accrual and Time off Reporting

for exempt staff– Other Systems

• Looking for an early success– Converting existing system already built on Kuali

toolset



Leave Management

• Core Functionality– Leave Accruals – Time Off Requests– Time Off Reporting– Integrated with Time and Attendance– Support for exempt and non exempt staff– Integrated with KEW and KIM



HR Core Transactions

• Analysis and design to begin in late 2010• Define core data model for HR data

– Position Activities– Person Activities– Employee Activities

• Using IU HRMS eDoc system as model for document design

• Integrated with KEW, KIM and KFS




• Example Documents– Person Activities

• Add / Maintain – Name, Address, Personal data, etc.

– Position Activities• Add Position• Modify Position and Incumbents

– Employee Activities• Hire, Promote, Demote, Terminate, Leave of Absence,

Transfer• Maintain – Job, Source of Funds, Pay Rate, etc.




• Can Core HR Transactions be implemented stand alone?

• YES – Use the system as a front end to your existing HR system

• Why implement stand alone?– Workflow enable transactions for electronic routing and approval– Allow for custom business logic outside of your HR system– Take advantage of enhanced functionality over your existing HR

system– Step 1 on your way to full KPME implementation




• IU uses HR eDocs as a front end for PeopleSoft to:– Distribute transactions to departments– Add custom business logic without modifying

PeopleSoft business logic– Lessen impact of PeopleSoft upgrades on the end

user




Our enterprise solutions will be presented in modules. Information and our project plan is available on the Kuali web site:

http://www.kuali.org/system/files/HR-pre-project-plan-Nov-2009.pdf






Current status… • Time: Recording and Reporting

– In test– Delivery date is July 1, 2011

For a demonstration of Time and a broader discussion of KPME, please complete the form at the back of the room and visit us at ____



Kuali People Management for the Enterprise (KPME) Conclusion and Invitation!

If you have been wondering how you can • Respond to the demands of a changing work

force and work environment, • Support a more data-driven decision-making

structure, and • Comply with myriad rules and regulations, while trying to be as • Efficient and service-centered as possible,

explore Kuali community solutions – KPME!




Our KPME solutions will be presented in modules. Additional information and our pre-project plan are available on the Kuali web site:







• For a demonstration of Time and a broader discussion of KPME, please complete the form at the back of the room and visit us in the Showcase foyer.




Questions?


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