PeopleSoft Human Capital Management Update & Roadmap...• help us stay or become compliant to...

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PeopleSoft Human Capital Management Update & Roadmap

Robbin VelayedamSenior Director, Product StrategyPeopleSoft HCM, Learning, HelpDesk

July 17, 201810:15 – 11:45 am

London

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

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

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 3

Customer Engagement Events WorldwideEMEA

Road show

ASIAPAC Customer Meeting


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


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


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


Customer Successes – Upgraded to 9.2


Customer Successes – Upgraded to 8.56


Customer Successes - Fluid Deployment

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 10


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

11Confidential – Oracle RestrictedCopyright © 2017, Oracle and/or its affiliates. All rights reserved. |

learn more at Information Portal

and at

MW

http://www.questdirect.org/stories/ps


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


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


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


Fluid Benefits Open Enrollment

Presenter: Tammy Boyles

PeopleSoft Recruiting & Benefits

Product Management Director

Confidential – Oracle Internal/Restricted/Highly Restricted 16

Product Demonstration


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

Confidential - Oracle Event Use Only 17


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


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

https://blogs.oracle.com/psftlegupdates/managing-data-privacy-within-peoplesoft-hcm


Data Privacy FrameworkConsent

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


Data Privacy FrameworkData Identification

22Oracle Confidential – Event Use Only


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




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


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


Modernization – Job Data & Personal Data

• Refined Data Entry

• Better Error Handling

• Better Search

• Fluid Capabilities

• Support for Custom Fields

• Smart HR Enhancements


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


Fluid Organization Chart (Company Directory)


• 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

http://slc08cmi.us.oracle.com:8000/psp/h92cddmox/?cmd=login&languageCd=ENG&

http://slc11sja.us.oracle.com:8000/psp/h92ohug1x/?cmd=login&languageCd=ENG&

http://slc08cmi.us.oracle.com:8000/psp/h92cddmox/?cmd=login&languageCd=ENG&


Profile Management Roadmap


Enhancements for multiple and

historical profiles

Copy from non-person to Person

Enhanced Compare functionality

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted

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


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


Current Compensation History


Compensation History Grid


Compensation Chart


Administrator’s Setup Page


Payroll for North AmericaAllow Terminated Employee to load using PSHUP (Paysheet Update Process)

38


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


Global Payroll, Absence, Payroll for North America, Time & Labor


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

Confidential – Oracle Internal/Restricted/Highly Restricted


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



Absence Request Attachments

• Include Attachments on your Absence Request

• Available to Manager Self Service and Employee Self Service



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



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


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

– Twitter

• A Natively Built Chatbot App


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)



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

http://slc11hox.us.oracle.com:8000/psp/h92tammyx/?cmd=login


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



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

Questionnaire Activity Guide Reconnect.ppt


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



Enterprise Learning Management (ELM)Fluid Experience for Your Learners


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



ELM Mandatory Learning


• 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


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


Fluid Case Triage Dashboard


• 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


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


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

http://www.peoplesoftinfo.com/


blogs.oracle.com/PeopleSoft


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

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