Enhance Your HRIS User Experience Via Feature Packs...Enhance Your HRIS User Experience Via Feature Packs Consultant - Nicole Braun Oracle OpenWorld 2013. About Emtec ... Payroll •

Enhance Your HRIS User Experience Via Feature Packs

Consultant - Nicole Braun

Oracle OpenWorld 2013

About Emtec

– Consulting Services

– Packaged Applications

– Cloud Computing 2

“We are a dedicated team of highly-skilled consultants, engineers, deployment and

integration specialists committed to delivering world-class service to your

organization.”

– Cloud Technologies

– Application Outsourcing

– Infrastructure Services

Our offerings span the entire IT lifecycle:

Agenda

Overview

Org Chart

Manager Dashboard

Talent Summary

9.2 Pivot Grids

Implementation Considerations

Questions

Feature Pack Overview

What is a feature pack?

•Delivered “off-cycle” between major releases

•Enable customers to adapt value add capabilities without waiting

for next major release

•Functionality provided to meet changing business needs

•Oracle’s PeopleSoft HCM 9.1 Feature Pack 2 is now available

and includes capabilities to help increase employee productivity

and effectively align investments in the workforce.

•Increased Navigation Options

•Direct, Intuitive Navigation

•Enhanced User Experience

•Configurable Dashboard

•Easier Reporting

HCM Feature Pack 2

A Few of My Favorite Things…

•Easily and quickly access the Company Directory

•Simple search capabilities

Org Chart Viewer –Navigation

Home Screen Widget with Single Field Search

•Drill-down by employee through established relationships

•Company Directory

•Direct Reports

•Matrix Reporting


Smart Navigation


Key Navigation Features

•One Click Multi-tab Navigation

•Focus Node – highlighted in yellow

•Org Chart Drill

Down

•Excel and

Visio Exports

•Execute MSS

Actions

•Navigate

Matrix Teams

Type Features

Company Directory • First appeared in 9.1 with PeopleTools 8.51

• Hierarchy derived from the Job Tree Builder: Tree Structure ID: COMPANY_DIRECTORY

• Users can be any employee

Direct Line Reports • New to 9.1 with PeopleTools release 8.52

• Hierarchy derived from the Direct Reports Configuration Manager

• Users must have direct reports

Matrix Reporting • New to 9.1 with PeopleTools release 8.52

• Hierarchy can be derived from one of three options

• Manually Created

• By Access Type

• Via the Job Tree Builder: Tree Structure ID: MATRIX_BY_JOB

• Users must be a member of a matrix

Org Chart Viewer Types

•Configurable

view

•Company-

related data

leveraging

•Personal

information

•Leverages data

from employee

self-service

Org Chart Layout

My Profile

Org chart Layout

Zoom 1

Org chart layout

Zoom 2

Org chart layout

Zoom 3

Org Chart layout

Zoom 4

Org Chart Actions

Overview

•Directly execute a slew of actions direct from the Org Chart

Directory

Org Chart Actions

Feature Pack 1

Self Service Menu Employee Self Service Actions Manager Self Service Actions

Job and Personal Information

• Change Name • Update Home/Mailing Address • Update Emergency Contacts • Update Marital Status • Review Ethnicity Details • View Personal HR Summary

• View Employee Personal Info

Org Chart Actions

Feature Pack 2


Time Management • Request Absence • View Absence Balances • View Absence History • Request Extended Absence • View Extended Absence History • Donate Leave • Receive Donated Leave • Return Unused Leave • Terminate Participation in Program • View Leave Transfer Request History

• Request Absence • View Absence Balances • View Absence History

Org Chart Actions

Feature Pack 2


Job and PersonalInformation

• View Personal Info Summary • Update Home/Mailing Address • Update Emergency Contacts • Update Marital Status • Change Name • Review Ethnicity Details

• View Employee Personal Info • Request Reporting Change • Transfer Employee • Promote Employee • Request Location Change • Change Full/Part Time Status • Retire Employee • Terminate Employee

Org Chart Actions

Feature Pack 2

Self Service Menu Employee Self Service Actions

Manager Self Service Actions

Compensation and Stock • View My Total Rewards • View Compensation

History • View Stock Option

Summary

• Request Ad Hoc Salary Change

• View Total Rewards • View Compensation

History • View Employee Stock

Option Summary

Benefits • View Benefits Summary • View Dependent and

Beneficiary Info

• N/A

Org Chart Actions

Feature Pack 2


Payroll • View Paycheck • Maintain Direct Deposit • Change W-4 Tax Information • Maintain Voluntary Deductions • Indicate W-2/W-2c Consent • Indicate T4/T4A Consent • View W-2/W-2c Forms • View T4/T4A Slips • Request W-2 Reissue • View Payslip• View Payslip UK • Maintain Personal Bank Accounts • Maintain Net Pay Distribution • Update Year End Adjustment Data Japan

• N/A

Org Chart Actions

Feature Pack 2

Self Service Menu

Employee Self Service Actions Manager Self Service Actions

Development • View My Current Profile • View My Historical Profile • View My Job Profiles • View My Interest List

• View Current Team Profiles • View Team Historical Profiles • View Team Interest Lists

Performance Management

• Create My Performance Document • Create My Development Document

• Create My Performance Document

• Create My Development Document

Org Chart Actions

Feature Pack 2


Career Planning • View My Career Progression Chart

• Manage Career Plans • View Career Progression Chart

Succession Planning • N/A • Manage Succession Plans • View Succession 360

Transacting Simplified

View Employee Personal/Job Information

•Form Instructions

•Security

Notifications

•Identify

New Changes

•Required

Fields marked


Promote Employee


Working with Performance Documents


Working with Performance Documents

•Configurable Matrix structure reporting

•Develop dual reporting structures

•Access Matrix Teams from the Org Chart

Matrix Teams

Overview

Matrix Teams

Functionality•Configure access to execute manager self service actions for

matrix mangers

•Multiple hierarchy reporting options

• Manually Build

• By Access Type

• Job Tree Builder

Additional Functionality

List View


Excel Export

•Export direct and indirect hierarchies

•Customize the columns exported

•Export Matrix hierarchy structures

•Directly export hierarchies into visible Visio chart

•Multi-tiered organizations separated into multiple tabs


Visio Export

•New enhanced way for managers to interact with the system

•Directly access most manager self service features

•Immediate visual

analytics and

notifications

Manager Dashboard

Overview

•Immediately access Company Directory and Org Chart features

from the dashboard

Key Pagelets

Company Directory

•Directly access frequently used links from the dashboard

•Create personalized links customize:

• Image

•Label

•Rollover

message

Key Pagelets

Quick Links

Key Pagelets

Alerts

7 Types of Delivered Alerts 3 Types of Warnings

Expiring Memberships Critical

eCompensation Warning

Expiring Licenses/Certificates Informational

ePerformance

Scheduled Training

Birthday Alerts

Anniversary Alerts

Non-Federal Delivered Approvals

Compensation Approvals Nonperson Profile

Job Offer Performance Document

Job Opening Person Profile

Manage Payable Time Promotion

Manage Reported Time Reporting Change

Manage Absence Approve Transfer

Military Rank Change

Key Pagelets

Pending Approvals

•Clear visual of open jobs associated with a hiring manger

•Quickly browse and create jobs

Key Pagelets

My Job Openings

•Immediate Overview of Direct Employee Data

•Configurable and Expandable

•Actionable

•Exportable

Direct Line Reports Pagelet

Summary

•One-click access to indirect report information

•Navigate to employee talent summary from direct reports pagelet


My Organization


Available Access Types

•Department Manager ID

•Department Security Tree

•Group ID

•Partial Position Management Department Manager ID

•Partial Position Management Supervisor

•Reports to Position

•Supervisor ID


Delivered Tab Options

Summary Tab Job Details Tab Contact Tab Career Plan Tab

• Display Name • First Name • Last Name • Actions• Potential • Job Title • Performance Rating Bar• Compa-Ratio • Position in Salary Range

• Employee ID • Job Code • Years in Job • Job Title • Schedule

• Telephone • Email • Department • Location • Instant Message

• Review Date • Relocate? • International? • Travel


Delivered Tab Options

Compensation Tab Performance Tab Time Tab Succession Tab

• Annual Salary • Salary Currency • Salary Range Minimum • Salary Range Midpoint • Salary Range Maximum • Compa-Ratio• Quartile • Percent Range

• Last Rating • Period Begin

Date • Period End Date

• Time and Labor• Comp Time Balance • Vacation Balance• Sick Balance

• Absence Management• Leave Balance 1 • Leave Balance 2 • Leave Balance 3

• Key Position• Successors • Risk of Leaving • Impact of Loss

•Directly execute manager self service actions


Actions


Delivered Actions

Time Management Job and Personal Information Compensation and Stock

• Request Absence• View Absence Balances• View Absence History

• View Employee Personal Info • Request Reporting Change • Transfer Employee • Promote Employee • Request Location Change • Change Full/Part Time Status • Retire Employee • Terminate Employee

• Request Ad Hoc Salary Change • View Total Rewards • View Compensation History • View Employee Stock Option

Summary

Development Performance Management Career & Succession Planning

• View Current Team Profiles

• View Team Historical Profiles

• View Team Interest Lists

• Create Performance Documents • Create Development Documents • View Performance Documents • View Development Documents

• Manage Career Plans • View Career Progression Chart • Manage Succession Plans • View Succession 360

•Export direct and indirect reports

•Expand tabs to determine fields to include in Export

•Export Individual tabs


Excel Export

•Job Related Information

•Compensation

• Analytics

•Person and Job

Profile Information

•New Record

Tracking Options

•Career and

Performance

Analytics

Talent Summary

Overview

Talent Summary

Navigation

• Immediate Advanced

Reporting

• Instant Visual Analytics

• Highly Configurable

• Multiple Options for Quick

Navigation

• Comparable to Pivot Grids

in Excel

9.2 Pivot Grids

• Choose from:

• Grid Only,

• Chart Only,

• or Both.

• 3 Drag and

Drop Axes:

• Row,

• Column,

• Filter.

• Drill Down

Functionality

• 4 Chart Type

Options

• Exportable!

49

9.2 Pivot Grids

9.2 Pivot Grids

• Chart Type

• 3D vs. 2D

• Bar, Pie, Histogram, Line

• Percent and Stacked Options

• Security

• Role

• Permission List

• Multiple PageletOptions:

• Homepage

• Template

• Embeddable

• Pagelet Size Parameters

• Grid vs. Chart Display

• Collapse vs. Expand

• Chart Labels

Delivered Configuration Options

9.2 Pivot Grids

Delivered Pivot Grid Types

Headcount Compensation Recruiting

• Administrator – HeadcountMovement

• Administrator – Current Headcount

• Manager– HeadcountMovement

• Manager – Current Headcount

• Salary Analysis • Compensation Distribution• Salary Increase by Performance• Variable Compensation by

Performance • Cycle Guideline Alert• Cycle Tracking

• Job Opening and Close Trend • Job Openings Aging Analysis • In Process Applicants • Time to Fill

Additional Data Source Options For Pagelet Creation

• Activity Guides• Free Text• HTML• IB Connector

• Integration Broker• Navigation Collection• OBIEE Report• PS Query

• Rowset• Search Record• URL


Organizational Structure

• What is the high level strategy for

implementation?

• Does your organizational structure

reflect what is in PeopleSoft?

• Do you have dual reporting?

• Do you want to utilize matrixes?

• Who can execute what actions?

• Exceptions


Who sees what?

• What fields are pertinent to your

team?

• Where will users be able to access

this information (i.e. company

directory, org chart, profile, etc.)?

• At what level will personalization be

controlled (i.e. administrator, user,

special rights, etc.)?


Organizational Impact

• Do you currently have self-

service enabled?

• What modules are you currently

using?

• How will this change your current

processes?

• What training will be required?

• How will these changes be

maintained?


Implementation Resources

• Who are key stakeholders?

• What internal resources are available to

manage the project in your organization?

• Will you leverage external consultants?

• Will this be part of a larger

implementation?

• Are there system preparations that need

to be made?

•Nicole Braun

•HCM Consultant, Emtec Inc.

•[email protected]

Questions

Thank you for your time!

mailto:[email protected]

Additional 9.1 Enhancements

• Business Objectives Management

• Plan Careers

• Compare Profiles

• Talent Pools