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PeopleSoft Accessibility Using PeopleMobile at the University
of Minnesota
Our Agenda
The U: ContextA history of PeopleSoft at the U
AccessibilityThe Upgrade
Your Agenda
What do you want to know?
Disability as Diversity
Accessibility is everyone's everyday
business.
Equity & Diversity
DRC
Context: U of M Twin Cities
49,000 students30,000 employees
18 colleges149 undergraduate major programs
200 graduate and professional degree programs
PeopleSoft at the U: History
PeopleSoft at the U:Current Use
Scope and direction: Portal, Campus Solutions, HR, Finance, Infrastructure, Reporting Changes2M class registration transactions
450,000 billing statements114,000 admissions applications
$490M federal financial aid6,000 paychecks per pay period
PeopleSoft at the U:Past Accessibility
Previous custom apps built to be accessiblePS self-service inaccessible and
required high customization
PeopleSoft at the U:The Upgrade
Maintain support and complianceImprove operational efficiency
Reduction of number of custom built appsAdd new capabilities2-year, $85M project
PeopleSoft at the U:The Upgrade
Split the CS/HR database
Upgrade CS from 8.9 to 9.0
Upgrade HR from 8.9 to 9.2
Upgrade FIN from 8.9 to 9.2
Implement IH version 9.2
Process redesign to use delivered functionality
PeopleSoft at the U:The Upgrade
Modifying PS pages in-house to make them accessible too expensive
Accessibility RFP process: Two candidatesGH chosen for accessibility (PM) and firewall
IntraSee as Portal vendor
PeopleSoft at the U:The Upgrade
GreyHeller as a mobile PS provider (PeopleMobile®)
IntraSee and GreyHeller work together
PeopleMobile®
• Plug-in to PeopleSoft environment
• Automatic accessible transformation of the entire PeopleSoft user experience
• Inherits from deployed PeopleSoft system
• Security Rules
• All business rules and audits
• All calculations
• All customizations and bolt-ons made by a customer
• All database updates and access
• The starting point is the PeopleSoft page
Back Office
PeopleSoft Web Server
ApplicationServer
User Interface
Transaction Data Retrieval
PromptingLogic
Transaction Validation
Data Processing
GreyHellerConfig Pages
Use
r E
xper
ienc
e P
lug-
inPermissions
UX Optimized Access
PeopleSoftApplicationDatabase
PeopleMobile Architecture
Acc
essi
bilit
yM
obile
Use
r E
xper
ienc
e O
pt
PeopleSoft Application Server
Database Server
PeopleSoftWeb Server
PeopleMobile® Developer Studio
PeopleMobile Plug-in with Developer Studio
ApplicationData
Transformation Overriding Settings
Page/Field Overrides(metadata)
Script Injection
Page Add-ons(metadata)
PeopleTools Objects
(metadata)
Base HTML Transform
Nobody understood the scope of the effort ahead.
Questions? Thoughts?
Work Begins: Access and Accessibility
AccessibilityImplementation
Team
UniversityBusiness
Lines
ExternalProduct
Developers
AccessibilityTestingVendors
UpgradeLeadership
UpgradeStaff
Access and Accessibility: Details
Use casesTest user accounts
EnvironmentsTest data
Collaboration tools
Use Cases-Campus Solutions0. Candidate Gateway (public access)
1. Student Center This Week’s schedule2. Student Center Account Summary3. Student Center Personal Info4. Student Center Contact Info5. Student Center Admissions6. Student Center Search for Classes7. Student Center Weekly Schedule 8. Student Center Enroll/Add Classes9. Student Center Enrollment Shopping Cart10. Student Center Student Financials11. Student Center Bio-Demo; Student Center View
My Grades; Student Center Home 12. Faculty Center My Schedule13. Faculty Center Change Term14. Faculty Center Class Roster15. Faculty Center Grade Roster16. Adviser Center Advisee Info
17. Student Records Enrollment (student)18. Student Records Grading (mid-term and final,
updating) (faculty)19. Student Records Apply for Graduation (student)20. Student Records Generate Transcript (student)21. Student Records FERPA restrictions (student)22. Student Financials Viewing Student Account
(includes downloading bills) (student)23. Student Financials Making a Payment Student
Financials Enrolling in a Payment Plan24. Academic Advisement Graduate Degree plan25. Academic Advisement Degree Audit Report26. Financial Aid Accept/Decline Awards27. Financial Aid Sign Promissory Note28. Financial Aid Truth in Lending Act (TILA)29. Financial Aid Self Reported Aid; FA Award
Summary; FA Loan App Info; FA Academic Progress; FA Budget; FA EFC; FA Health Plan; Acct Inquiry Pend Aid
30. Financial Aid Entrance Counseling 31. Financial Aid Exit Counseling
Use Cases-HR33. Time and Labor Submit Timesheet34. Manager Self-Service Approve Time35. Manager Self-Service Review Exceptions36. Absence Management Request Absence37. Manager Self-Service Approve Absence38. Shared HR Functions: Manage Delegations39. Absence Management View Time: Absence
Balances40. Manager Self-Service View Absence Balances41. Payroll Direct Deposit42. Payroll W-4 Tax Information43. HR Manager Self-Service Report Time for an
Employee44. HR Manager Self-Service Manage Schedules45. Benefits Summary Benefits Enrollment46. Benefits Savings Summary47. Payroll View W-2/W-2C Consent48. Student Records Class Permissions (faculty)49. Student Records Update Service Indicators
(advisors)50. Student Financials Adding Bank Accounts and
Signing Up for Direct Deposit
51. Student Financials Opting into Electronic 1098T52. Student Financials Student Permissions53. Delegated Access/Shared Information Center
(student)54. HR Payroll Compensation History55. HR My Info Tab56. HR My Current Profile57. HR Notice of Appointment (custom appl)58. HR Absence Management View Time: Absence
Request History59. HR Recruiting Solutions Candidate Gateway 60. HR Recruiting Solutions Careers (Internal: Hold for
post-go-live.)61. HR Manager Self-Service Report Absence for an
Employee62. HR Manager Self-Service View Absence Request
History63. HR Manager Self-Service Manage Recruiting Tasks 64. Finance Expense Reimbursement
Access and Accessibility: Details
PeopleSoft expected behavior Firewall rules
Version tracking and release notes
Access and Accessibility: Assessment Vendors
Purchasing and vendor contractsOrganizing and tracking the work
Access and Accessibility: Working with GreyHellerIssue identification and remediation work
One-on-one sessions with JenniferThe look and feel: Branding and fit with portal
Access and Accessibility: Communications
Integration of messagingWho needs to know what, and when?
Media possibilitiesDocumentation of accessibility
Known issues and release notes
Access and Accessibility: Go-Live
Change of go-live dates.The change in the work process when the
Upgrade happened.
Questions? Thoughts?
Current State:Then and Now
Current State:Then and Now
Activating accessible formatOverall use case accessibility status
PeopleMobile® core updatePeopleTools 8.5.4
Lessons Learned:Benefits
Visibility for accessibility on campusRelationships
CS is accessibleStrong ally in GreyHeller
Individual growth
Lessons Learned:Challenges
High-level commitment to accessibilityAccessibility integrated from Day One
Changing FTE commitments at UUnderstanding of fuller picture
Immature U processes
Where to from here?PeopleMobile update = better accessibility
PeopleTools 8.5.4Fluid?
Contact Us
Scott Marshall
Tonu Mikk
Larry Grey
Shelley Nelson