Do your HR, Payroll and Benefits Fit Gap Right Now - … your HR... · ¾HR, Payroll, Benefits Fit-Gap (Right Now) ... ¾Fit-Gap Form Raffle: We will compile the results and draw
Post on 07-Sep-2018
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Slide #2Slide #2For More Information – Contact jhoebler@drivestream.com or 703-568-0332
This Session
About Drivestream - Shameless Marketing Plug (30 Seconds)
Upgrade Planning
HR, Payroll, Benefits Fit-Gap (Right Now)
More Shameless Marketing (30 Seconds)
Slide #3Slide #3For More Information – Contact jhoebler@drivestream.com or 703-568-0332
About Drivestream
Slide #4Slide #4For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Key Facts:
We specialize in PeopleSoft, PeopleSoft and PeopleSoft
We are thought leaders and experts in PeopleSoft:
Oracle Tier 1 Vendor
Only Vendor on QUEST PeopleSoft Product Advocacy Council
Sit on the boards of Philadelphia and Mid-Atlantic PS User Groups
QUEST Presenter of the Year, 2007
Keynote Speaker at Ohio, Kansas City and Mid-Atlantic RUGs
Key Drivestream Facts
Slide #5Slide #5For More Information – Contact jhoebler@drivestream.com or 703-568-0332
The Last Slide
If you are interested in learning more about our upgrade launch services – please contact us at:
John Hoeblerjhoebler@drivestream.comCell: 703-568-0332Fit-Gap Form Raffle: We will compile the results and draw a gift card winner.
How we can help with your upgrade:
2 Day Fit-Gap Session – Save 8 Weeks off Your UpgradeImagine what you are about to go through, but with:
All of your users and IT teamA customization impact tool already prepared and the output ready to discussA project planning exercise
Upgrade Launch ServicesNew Feature Proof of ConceptEnvironment LaunchCustomization Impact AssessmentSQR Retrofit
Drivestream’s Services include:
•PeopleSoft Upgrade Services•PeopleSoft Module Implementation •Project Solutions – Our Innovative Augmentation Model•Support Services
Slide #6Slide #6For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Our Options
Shot in the Dark
Hard to explain why we are upgrading
Plans are usually not correct on time, scope or budget
Time Consuming
Impact Hard to Understand from Release Notes
No real world experience with the new features
No framework for this type of analysis
Challenge
Best Guess Estimates
Self-Study Analysis
– Review Release Notes
– Demo Environment
Options
Neither of these were appealing or in our best interests.
Slide #7Slide #7For More Information – Contact jhoebler@drivestream.com or 703-568-0332
What can you get done in just 2 days . . .
Understand new features and how they impact you9.0 Impacts your customizationsSizingUnderstand “Why are we upgrading?”Consensus and momentum
FacilitatedProcess
AndTools
Your Systems Experts
New Version Gurus
Business Users
Slide #8Slide #8For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Attack the upgrade from both ends
Top DownReview new featuresAssess their value and LOEReplace customizationUnused functionality
New PeopleSoftFeatures
Project Plan
Scope
$$$Budget Team
Bottom UpMine the tools dataCompare your customizations to the 9.0 table / process changesDevelop LOE for each customizationInfrastructure
PSEnvironment
Slide #9Slide #9For More Information – Contact jhoebler@drivestream.com or 703-568-0332
What is happening - Not just a Demo!
Review each MAJOR 9.0 FeatureRank them on your spreadsheet
Value – High / Medium / Low / NoneReplace Customization?
Slide #11Slide #11For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Profile Management
Slide #12Slide #12For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Profile Management
Slide #13Slide #13For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Profile Management
Feature What does the feature mean to youHR_90_1a. Your company policies, instructions and business rules can be represented in eProfile whilebeing maintained in the message & text catalogs.
Allows for less modification and more flexibility for the organization
HR_90_1b. eProfile is template driven. Templates are unlimited, completely configurable. Competencies,education, responsibilities can be determined based on different profiles.
Allows for users to determine what is on the profile, what can be added and edited without modifications being required.
HR_90_1c. eProfile can be fed from ePerformance to allow for complete integration.
Managers will be able to go to one place in the system to determine an employee’s progress.
Slide #14Slide #14For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Profile Management
Feature What does the feature mean to youHR_90_1d. HR partners will know that all employees are being evaluated against the appropriate criteria
for their position or grade level.
Allows everyone who interacts with talent—from recruiters and line managers to compensation planners and the Chief Learning Officer—have a common understanding of talent management components.
HR_90_1e. Executives are able to identify high-potential employees who share competencies and experiences to model profiles.
Help increase employee retention, improve employee morale, and provide greater insight into talent planning, all of which can lead to increased organization revenues and improved service delivery capabilities.
HR_90_1f. Allows organizations to seamlessly match candidates to jobs, create prescriptive learning and development plans and measure performance against established goals.
Provides end-to-end talent management strategy to better attract, retain and engage people.
Slide #15Slide #15For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Configurable Business Processes
Feature What does the feature mean to you
HR_90_2. PeopleSoft Enterprise Human Capital Management 9.0 has been integrated with components of Oracle Fusion Middleware including Oracle Business Intelligence Publisher (previously called Oracle XML Publisher).
Helps reduce the high costs associated with the development, customization and maintenance of documents while increasing the efficiency of document and reporting management.
HR_90_3. A centralized and highly configurable approvals and delegation framework.
Reduces the need for customization, enables regulatory compliance and increases overall data integrity.
Slide #16Slide #16For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Workflow & Approvals
Slide #18Slide #18For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to you
HR_90_4. SmartHire is a new capability that includes a template-driven approach to streamline the hiring process. By leveraging SmartHire, organizations can deploy job or location-specific hiring templates across the enterprise.
Allows rapid, flexible hiring from non-traditional locations
HR_90_5. Person Model Enhancements. Contingent worker model has been reinforced and contracts and subcontracts for them can be tracked. Can also track security badges and security clearance associated with them and can issue a warning when the contract expires. ERN Delete
Allows for non employees to easily be tracked and maintained. Allows for deletion of specific portions of a record vs the entire employee record.
Next Generation Technology
Slide #19Slide #19For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Smart Hire Template
Slide #20Slide #20For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to you
HR_90_6. Mass Updates allow for mass changes to a large group of employees. Preview step for validation ability. Reset Button.
Allows for company wide compensation increase. Department transfers, reorganization or job code changes.
Next Generation Technology
Slide #21Slide #21For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Mass Update Setup
Slide #22Slide #22For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Mass Update Preview
Slide #23Slide #23For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to you
HR_90_7 Online I-9 processing with employee or employer workflow.
Allows for full documentation and storage of I-9 information online. Eliminates paper.
Next Generation Technology
Slide #26Slide #26For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_1. PDF version of Paycheck and Direct
Deposit. Also delivers administrator view of the paycheck. (ePay)
How it works . . . .
• An SQR generate XML data for the check or advice print file and individual check or advice files
• An App Engine (PY_SSP_BUILD) inserts the individual paycheck data XML files into the database
• XMLP generates self-service checks from the XML data when employees/administrators view a paycheck via the on-line page
• An App Engine that generates a PDF print file containing paychecks in the pay run, in batches you define
Note: A similar process in ePay was delivered in 8.9 for Global Payroll users.
Administrators or employees can view their paycheck on-line. The paycheck includes YTD running totals.
In addition, you can choose the number of days you want the paycheck to be available online.
Slide #27Slide #27For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Online Paycheck PDF
On-line paycheck views are similar for both employees and adminstrators.
Slide #28Slide #28For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_2. PDF version of Year End Forms. Forms include W-2, W-2C, W-2AS, W-2GU, W-2VI (US)T4 and T4A (Canada). You can define your own consent form text, re-set the consent status and inquire in online or batch mode. (ePay)
How it works . . .
An SQR process that generates the XML data for the print file and the individual year-end form or slip files.
An Application Engine process that inserts individual year-end form data XML files into the database for self-service viewing.
An Application Engine process that creates a print output file containing print images of forms for paper copy printing in PDF format. This print file contains only employees who have not consented to receive electronic forms.
Ability to consent to electronic delivery. Allows employees to see and print online.
Slide #29Slide #29For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Enable W-2 Options at the Company
Slide #30Slide #30For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Creation of Consent Text
Slide #31Slide #31For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Online W2 PDF
Slide #32Slide #32For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Re-Setting Consent Forms / Status
Slide #33Slide #33For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Administrators View of Status
. . . Also available on a batch report.
Slide #34Slide #34For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Online W2 PDF
Slide #35Slide #35For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_3. Improved Disposable Earnings Setup.
Two options for loading deductions into the disposable earning definitions.
• Use the Load Deduction Button to access the Load Deductions to Reduce DE page. You can load deductions by play type –or- play type and benefit plan.
• Manually enter deductions using the editable fields in the Deduction Grid.
Streamlined setup of deductions.
Slide #36Slide #36For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Disposable Earnings
Slide #37Slide #37For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_4. Flexible Garnishment Calculation Formula
Can now define formulas for garnishment rules via an on-line component instead of using a pre-defined formula. You can now:
• Specify which earnings are subject to garnishment at the rule level
• Specify values (percents, amounts, hours and the frequency of the exemption) for exemption variables that you use in the calculation rules. You can also specify the exemption per dependent amount and the # of dependents as well as a Min/Max Exemption Amount.
Allows for easier setup of garnishments. Verification of past information is available on one page.
Slide #38Slide #38For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Include / Exclude Garnishments
Slide #39Slide #39For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Specify values for Exemption Variables
Slide #40Slide #40For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Define the Exemption Steps
Slide #41Slide #41For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_5. Cloning Garnishments.
A new cloning garnishments App Engine enables you to clone a garnishment from an existing into one or many rules.
Save time and create more accurate garnishments.
Slide #43Slide #43For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_6. Improved Usability on Garnishment Setup Page
• 3 New Garnishment Status (Released, Cancelled, Terminated)• Vendor Name added to prompt and added vendor location• Disable DE Percent and Flat Amount if Max Option Selected• Additional edits were added to prevent common data entry errors
Better tracking of garnishments and easier setup for the most commonly requested usability features.
Slide #44Slide #44For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_7. Enhanced Garnishment Processing
Modifications to Garnishment COBOL process
• Recognize employee deductions that are after the garnishment spec data is created.
• Update status to Complete when limit or stop date is hit
• Use override of exemption variables entered in the garnishment spec data
• Can handle negative manual checks to record the refund of an overpayment that included a garnishment
• Additional error messages where added• Ability to override garnishment deduction on a
separate check
The most common issues that arose with Garnishments have been added to the COBOL process. Prevent manual intervention.
Slide #45Slide #45For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_8. Improved Integration w/ AP
Enhanced the Extract Non-Tax Process to:
• Create one invoice or voucher per garnishment for employees who have multiple garnishments for the same vendor
• Send remit address for location and sequence number selected and saved on the Garnishment Spec Data Page rather than the Vendor default location
Minimize the number of checks created for garnishments to vendors and ensures that the check gets to the correct vendor location.
Slide #46Slide #46For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_9. Historical Garnishment Page
New page to review historical garnishment info.
Easier access to summary garnishment data as well as links to access the rules / spec pages and the actual paycheck data.
Slide #47Slide #47For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Garnishment History
Slide #48Slide #48For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Payroll
Feature What does the feature mean to youP_90_10. Integration with Time and Labor
• New filtering and separate check parms for Load Time and Labor process (load only
• Enhanced error reporting for load time and labor process
• Performance enhancements• Payable time reversal processing
More flexibility for you to control what time is loaded and when and then reversals are more easily processed.
Slide #49Slide #49For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Load Time and Labor
Select from three processing options: Load All Time, Load Filtered Time, Load Prior Period Time. The load time to separate check enables you to load all filtered time or prior period time to on-cycle separate checks.
Slide #50Slide #50For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Load Time and Labor via Filters
Slide #51Slide #51For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Enhanced Error Reporting
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Enhanced Error Reporting
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Reversing Payable Time – T&L Integration
Options are:Reverse Only-and-Reverse and Gen New Row
Slide #55Slide #55For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_1. Benefit Rate Table enhancements. A single rate structure table replaces the following tables:
• Flat• Age Graded• Salary Percentage• Service Rate
On it, you define whether the rates are flat or percentage, the factors used (age, covered person, gender, etc.) and the operator factor.
Then you used the Ben Rate table to define the plan specifics and rules.
You can also define rates based on tax classes. If rates are split, then the matching tax class is required on the deduction code. This allows domestic partner coverage to be managed in a single plan and coverage code.
One place to setup benefit rates.
Base Benefits Features
Slide #56Slide #56For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Combination of Rate Types
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Define rules for the Benefit
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Details tab . . .
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Feature What does the feature mean to youB_90_2. Calculation Rules Interface
The calculation rules interface has been re-written to have only the fields needed for the calculation of rates.
A simpler page to define and maintain calculation rules for rates
Base Benefits Features
Slide #60Slide #60For More Information – Contact jhoebler@drivestream.com or 703-568-0332
New Calculation Rules UI
Slide #61Slide #61For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_3. Flexible Premium Options & Calculations
Flexible Premium Options & Calculations Formula-based calculations. Split premiums by tax classes for employees and employers
All attributes calculating coverage for life insurance and disability plans are centralized in a common formula-based component. You can select from existing formulas to calculate life insurance coverage or create your own coverage calculation formula.
For Life Insurance – you can reduce coverage by age and configure as many dependent plans that you need. You can also track dependents using two or more plans, have a spousal life plan and can flag plans to be discriminatory.
Allow you to create flexible plans based on wide array or scenarios using formulas.
Delivered PeopleSoft has several uses in the Life insurance and Disability plans, but plans to use more in the future. You can use it for more than these 2 types now, if you wish to do the setup.
Base Benefits Features
Slide #62Slide #62For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Coverage Formulas
Slide #63Slide #63For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Coverage Formulas w/ Enhancements
Slide #64Slide #64For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_4. Dependent Data
Simplified many of the dependent relationships and mapped them to benefit eligible statuses. You have the option of placing controls on relationships. For example:
You may configure a domestic partner relationship so that they must be of the opposite sex.
Stepson and stepdaughter are collapsed into stepchild and stepchild maps to the benefit eligible status of child.
Greater controls and flexibility in establishing your dependent data.
Base Benefits Features
Slide #65Slide #65For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Dependent Data
Slide #66Slide #66For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Benefits Features
Feature What does the feature mean to youB_90_5. Employee Savings Plans
The components have been streamlined making them more usable (ex: Limit Extension description) and added increased flexibility to limit processing and limit overrides.
Limit processing now supports 402(g), 457, 401(a) as well as Hardship Withdrawals and Contribution Suspensions.
Limits also use the check date in the calculation process if the limit is reached within the same pay period (this fixed a problem of going over a limit)
Expanded plan functionality. Improved usability.
Slide #67Slide #67For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Benefits Features
Slide #68Slide #68For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_6. Plan Type Support.
New Plan Type Support. Long-term care, Wellness, Legal and Health Spending Plans
Can use out of the box HSA, Wellness, etc
Benefits Features
Slide #69Slide #69For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_7. Enhanced Medicare Tracking
Fields were added to track Medicare entitlements/enrollments and additional eligibility fields to the eligibility tables in Ben Admin.
Note: This is a Ben Admin Feature.
Employees can now be tracked on Eligibility A, B and D.
Ben Admin Features
Slide #70Slide #70For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Medical Eligibility
Slide #71Slide #71For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_8. Dependent Coverage. Options to allow overage dependents to remain covered until policy states otherwise and to maintain dependents and coverage when employees are migrated from one plan to another.
Note: This is a Ben Admin feature.
Flexibility per plan is user configurable allowing for multiple plans with different setup
Ben Admin Features
Slide #72Slide #72For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_9. Certification Questionnaires.
Certification association questionnaires with dependent relationships or plan types.
Note: This is an eBenefits feature.
Tracking & maintaining eligibility questionnaires via self service for various plan types (ex: domestic partner, wellness, etc.)
Benefits Features
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Ex: Domestic Partner
Slide #74Slide #74For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Feature What does the feature mean to youB_90_10. Self-Service Dependent Data
Delivers optional workflow to allow employees to enter dependent data and then be verified by Benefits Administrators.
Note: This is an eBenefits feature.
Employees can enter information about dependents.
Benefits Features
Slide #75Slide #75For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Benefits Features
Slide #76Slide #76For More Information – Contact jhoebler@drivestream.com or 703-568-0332
UpgradeAssessment
(2 Days)
UpgradeJumpstart
(4-10 Weeks)
• Upgrade School• Customization
Assessment• Interface Assessment• New Feature Deep Dive
• New Module Proof of Concept• Environment Launch• Scope and Plan Confirmation
• New Feature Assessment• Unused Functionality
Review• Customization Impact• Project & Resource
Planning
We can then help with the upgradeby providing:
• An entire upgrade team• A joint team• Upgrade uplift services• Select experts to augment you• Advice and on-call expertise when
needed• Provide Production support
freeing your team to work on the upgrade
Planning Design Development Testing Implement
Upgrade Service Offerings
Slide #77Slide #77For More Information – Contact jhoebler@drivestream.com or 703-568-0332
The Last Slide
If you are interested in learning more about our upgrade launch services – please contact us at:
John Hoeblerjhoebler@drivestream.comCell: 703-568-0332Fit-Gap Form Raffle: We will compile the results and draw a gift card winner.
How we can help with your upgrade:
2 Day Fit-Gap Session – Save 8 Weeks off Your UpgradeImagine what you are about to go through, but with:
All of your users and IT teamA customization impact tool already prepared and the output ready to discussA project planning exercise
Upgrade Launch ServicesNew Feature Proof of ConceptEnvironment LaunchCustomization Impact AssessmentSQR Retrofit
Drivestream’s Services include:
•PeopleSoft Upgrade Services•PeopleSoft Module Implementation •Project Solutions – Our Innovative Augmentation Model•Support Services
Slide #78Slide #78For More Information – Contact jhoebler@drivestream.com or 703-568-0332
Drivestream Upgrade Boot Camp
The Upgrade Boot Camp will include:
Recent upgrade success stories from your peers in other Mid-Atlantic organizations.
Breakout sessions for:
Functional Analysts – Review of the new features in HCM, Financials and Supply Chain and their value to your organization.
Technical Analysts – The 9.0 impact on your existing customizations and new development tools (ex: Integration Broker, XML Publisher).
System Administrator – Valuable tips and tricks to make the first pass and test moves to production successful.
Project Managers and Stakeholders – Detailed overview of the upgrade process and best practices for planning and managing an effective PeopleSoft upgrade project.
SAVE $50 when registration opens by using the Pre-Registration promo code: web1001
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