Expanding HRMS while Minimizing Impact on Future Upgrades Session 1001 Jennifer Gehrt, Human Resources John Letourneau, Information Systems Kansas State.

Expanding HRMS while Minimizing Impact on Future Upgrades

Session 1001

Jennifer Gehrt, Human Resources

John Letourneau, Information Systems

Kansas State University

Session Outline

Overview of HRMS implementation at Kansas State University

K-State’s Guiding Principles of System Development

Tips to Successful Modifications Questions?

Kansas State University Overview

Fall 2000 Enrollment = 21,929 Over 10,000 Active Employees Land Grant Institution with employees

in 105 Kansas counties and other states Process payroll for K-State plus 4

affiliated corporations

PeopleSoft Users at K-State

About 400 PeopleSoft End-Users Majority of data entry in Position, Job,

Benefits, Deductions, Payroll, etc. is centralized— entered by HR & Budget Office staff

PeopleSoft Implementation/Upgrade Dec 95 - Implemented PS 4.0 HRMS with

Base Benefits & Payroll Jun 98 - Upgraded to PS 6.01 Public

Sector Oct 99 - Upgraded to PS 7.51 HRMS

Education &Government Oct 01 - Upgrade to PS 8 HRMS

HRMS Sub-Modules Implemented

Position Management Training Administration Health & Safety

K-State’s Guiding Principles of Development

Don’t change COBOL Don’t change Record definitions Do change Panel Groups as necessary Do create custom menus for new

functionality/reports

K-State’s Guiding Principles of Development, continued

Do create thorough documentation standards so that changes to delivered PeopleCode can easily be found

Clone SQR’s

K-State’s Guiding Principles of Development, continued

Build sub-systems which interact with delivered PeopleSoft primarily in batch

Open communication between users and developers

Continuous feedback from users

K-State’s Tips to Successful Modifications

Effective Project Teams-- Empower project team leaders to make decisions!!

Effective Project Team is Key

Ideal functional project team member has background in multiple functions

Train functional team members on several PeopleSoft functions (i.e., hr, benefits, and payroll)

Functional and technical staff attend PeopleTools courses together, if at all possible

K-State’s Tips to Successful Modifications, continued

Enroll key functional staff in PeopleTools I course

Test all modifications in a production-size environment

When designing modifications…Think BIG - consider all possibilities, then re-think it again

Upgrade Tips

Trust the upgrade compare reports Eliminate customizations with each

upgrade

Do we always toe the line?

Why not follow the rules?

Several fields added to Position Data record

Created new Position Data panel– KSU POSITION

DATA

Following the Rules...

KSU Employment Data Record

KSU Employment Data Panel

Unclassified Data

KATS Faculty/Staff – (K-State Access Technology System)

Faculty Senate Graduate Faculty Status Misc. Dates

Summer School Processing

Uses interface from in-house Student Information System for course and enrollment data

Used for planning, budgeting, reporting Batch update of JOB data record

Questions?

Expanding HRMS while Minimizing Impact on Future Upgrades

Session 1001

Jennifer Gehrt, Human Resources,[email protected]

John Letourneau, Information Systems, [email protected]