PeopleSoft 9.1 HCM Roadmap – Tips & Tricks To Help You Navigate Your Way To Success Ravi Kiran April 21 st , 2011
Jan 16, 2015
PeopleSoft 9.1 HCM Roadmap –Tips & Tricks To Help You Navigate Your Way To Success
Ravi KiranApril 21st, 2011
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Proximity CenterDelivery CenterSales Office
Singapore
Sydney
TokyoMumbai
PuneChennai Bangkok
Frankfurt
London
Paris
Brussels
DubaiSan Jose
Chicago
Toronto
Boston
New JerseyAtlanta
MexicoBengaluru
Nagpur
• The Green Edge Award 2010 for using IT to maximize business impact.
• Leaders category for The 2010 Global Outsourcing 100 by IAOP
• Ranked N0: 18 in the NASSCOM’s Top 20 IT Service Providers India (2009-2010)
• Top 100 Innovative service Provider by Global Services
• CIO 100 Ingenious Award
• Best Employers for five consecutive years (2005 – 2009)
• Markie Award in the Marketing Visionary category, 2010
• Ranked amongst the 500 best performing Mid-sized Companies in India by Inc.India for outstanding ingenuity and determination shown during the toughest of the economic times.
Hexaware Overview: Key Facts
6511 Employees globally (Dec’10)
50Million dollar clients (Dec’10)
32Offices worldwide
174Active Clients served worldwide
(Dec’10)
231.2$ mn Revenues in CY ’10
Delivery centers in Mumbai, Chennai, Nagpur, Pune, Mexico, Bangalore, New Jersey
Industry Recognitions
Golden Peacock Award
CertificationsCMMI Level 5, ISO 27001, PCIDSS
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Your Presenter
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9.1 Features
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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PS HCM 9.1 – Payroll Features
Country Extensions
Global Payroll extensions for
• China
• Argentina
• Thailand
Flexible Pay
• Configurable Retroactive Pay
• Flexible Contract Pay Enhancements with K-12 in mind
Integrations
• Real Time Budget Checking.
• Multi-Year Encumbrance.
• Greater Synchronization and Integration between HCM and Financials
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PS HCM 9.1 – Payroll Features
• Increased the size of monetary fields for balance tables and reports.
• The maximum balance amount that can be stored in the system has been increased.
• Previous: $99,999,999.99 (8.2)• Current: $99,999,999,999.99 (11.2)
• Expanded fields on the Paysheet so that you can have
• up to 99 separate check numbers• up to 99,999 page numbers• up to 999 line numbers
• Increased Array size in copybooks (PSCEARRY, PSCEFLSA, PSCRFERY,PSCTMERY, PSPDEDLA)
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PS HCM 9.1 – Payroll Features
• Enhancements to the Load Pay sheets process enables you to Add multiple source codes for ‘Other’ Source Type
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PS HCM 9.1 – Payroll Features
• Source will be displayed in Online Paysheet and Paycheck pages
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PS HCM 9.1 – Payroll Features
• New page to Activate or Inactivate the Paysheet transactions online
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PS HCM 9.1 – Payroll Features
RETROACTIVE PAY
• Enhanced Retroactive Pay (Retro Pay) system to provide more functionality, flexibility and control.
• Provide a new configurable, user-defined Trigger Table.
• Retro on Retro feature (ability to see prior paid retro).
• Links to the Paycheck from the Retro Pay Calculation Results page.
• Improved the Retro Reports and selection Criteria.
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PS HCM 9.1 – Payroll Features
• New page to specify the fields that create a retro request
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PS HCM 9.1 – Payroll Features
• New page to define a retro pay trigger program with two sets of triggers
• Job Record• Additional Pay record
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PS HCM 9.1 – Payroll Features
• Review retro pay requests and the triggers that created the requests.
• If the process request flag is Not Processed, Action Required, or Suspended, you can also use this page to manually cancel the request.
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PS HCM 9.1 – ePerformance Features
• Business Objects Management
• Simplified ePerformance Document Creation Processes.
• Additional Document Configuration Options.
• Support for File Attachments.
• Electronic Document Sign-off.
• Document Archival Template.
• Targeted Performance Notes.
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
• Ability to create ad-hoc individual performance documents based on the following: • By Manager ID is a new option that allows you to specify the Manager
ID• By Employee ID is a new option that allows you to specify an individual
employee.
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PS HCM 9.1 – ePerformance Features
• Allows additional employee data to be defined on a document template:• Available header content includes Employee ID, Department ID etc.• You can define unique header content for various document types that
can also be based upon the role of the document user.
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PS HCM 9.1 – ePerformance Features
• Display Evaluator Names in Manager Documents.• Users elect whether to display participant evaluator names in the
manager’s version of a performance document, providing managers with a quick overview of all participants in the evaluation process.
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PS HCM 9.1 – ePerformance Features
• New eSignature section that enables employees and managers to signoff electronically.
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PS HCM 9.1 – ePerformance Features
• Organizations can select from six queries to define documents to archive.
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PS HCM 9.1 – ePerformance Features
• Targeted Performance Notes.
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PS HCM 9.1 – Profile Management
• Automatically maintain and manage profile group types.
• Searching and Comparing Profiles.
• Printable Page icon
• Summary of Changes Page
• Submit Button for Saved only changes
• New integration for Termination of Profiles
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PS HCM 9.1 – Profile Management
• Search and Compare Profiles.
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PS HCM 9.1 – Profile Management
• Printable Page Icon.
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PS HCM 9.1 – Profile Management
• Summary of Changes Page.
• Submit Button
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PS HCM 9.1 – Recruiting Solution Features
IntegrationsMicrosoft Outlook Calendar
PeopleSoft Profile Manager
PeopleSoft Services Procurement
Online Job Offers
Candidates View & Accept Job offers via Candidate Portal
Screening and Questionnaire Enhancements
Knock-out Questions
Default Question Sets
Better UsabilityImprovements for Both Candidates and Resources
Print Job Openings and Resumes
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PS HCM 9.1 – Career Planning Features
Employee and Manager Self Service Access
New Graphical Views for Career Paths
Integrations
• Enterprise Learning Management.
• ePerformance.
• Profile Manager
• Recruiting Solutions
Personalized Resume to apply for Job Openings
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PS HCM 9.1 – Succession Planning Features
Enhancements
New Features
• Create Succession plans for Job Codes and People, not just for Key Positions anymore.
• Integration with Profile Manager to support matching, ranking and skill gap identification.
• Real-time visualisation of incumbents, successors and relevant profile data.
• Ability to search internal and external candidate pools.
• “9-Box” (rating boxes/grid)
• Self-service Succession 360 degrees Graphical View with Drag/Drop Capabilities
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PS HCM 9.1 – Succession Planning Features
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Requirements & Scope
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• Upgrade PeopleSoft HCM version 8.9 to 9.1• Modules included are,
– Core HR– Benefits– North American Payroll– eProfile and eProfile Manager Desktop– eBenefits– ePay– ePerformance– eCompensation– eForms (Bolt on Module)
• PeopleTools Upgrade from version 8.49 to 8.50
• Enhanced functionality in version 9.1
• Functional and technical enhancements
Requirements
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Scope Inclusion
• Perform AS-IS study of HCM 8.9• Conduct Business Fit/Gap during Assessment Phase• Conduct Workshops on PeopleSoft 9.1 functionalities for current
modules. • Assist in Keep/Drop Decisions.• Retro Fit the customizations identified• Perform Data Scrambling in development environments• Prepare and Perform Unit Test cases and Integration Test cases• Provide Support for User Acceptance Testing• Provide DBA Support for Upgrade• Perform Go-Live and Post Go Live Support for 2 weeks
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Scope Exclusion
• Database Installation & Database Upgrade
• Third Party Applications
• Custom Data Migration
• Data Cleansing
• UAT Test cases preparations
• Fixing Issues/Bugs originating in delivered code from Oracle’s PeopleSoft
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Upgrade Process
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Peoplesoft HCM 9.1 Upgrade Methodology
Planning & Strategy
Clean up
Initial Move
Fit/GapPrototyping
Keep/Drop Decision
Go- Live Upgraded System
User Acceptance
Testing
Training
Testing
Retrofit Customizations
Test Moves
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On going
Support &
Hand Over
Training & Testing
Technical Upgrade
Assessment
Customization/Configuration
Training
Upgrade (Initial Move)
Design
Initial Upgrade
Setup Development & Process Change
Unit Testing
Upgrade Oracle Database HCM 8.9 – 9.1
Iterative Test Moves
AnalysisStrategy & Planning
SIT /UAT
ParallelGo Live
Go – No Go
Upgrade Approach
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Project Milestones (23 Weeks)
Study/Initiation
Phase
DevelopmentPhase HIT SIT
UAT & Parallel
Go Live Support
Start
End
22 Mar 10
16 Apr 10
19 Apr 10
07 Jun 10
21 Jun 10
05 Jul 10
18 Jun 10
04 Jun 11
02 July 10
30 Jul 10
Init
ial
Pass
05 Apr
10
07 May 10
Go Live Planning
02 Aug 10
09 Aug 10
10 Aug 10
13 Aug 10
27 Aug 10
Onsite Onsite
Offshore
13 Aug 10
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Program & Project Management
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Program and Project Management
Project Steering Committee
Hexaware Project Director
Customer Project Director
Project LeadProject
Manager
Technical Consultant
Upgrade Specialist
Business Analysts
DBA Key UsersFunctional consultant
Project Manager
Upgrade Specialist
Functional consultant
DBATechnical
Consultant
Monthly
Weekly
Daily
Onsite
Offshore
Customer onsite Team
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Hexaware Customer
Assessment Phase
Activity PM TC FC UL TC FC DBA
Functional Study R PP
(100%)
Customization Study R P PPA
(50%)P 100%)
Environment Study R P P (50%)
Security Study R P P PPA
(50%)P
(100%)
Database Study R P P (50%)
Business Fit/Gap R P PP
(100%)P
(100%)
Project Planning P P (50%) P 100%)
PM Project Manager P Performs Work
TC Technical Consultant PA Participate
UL Upgrade Specialist R Responsible
FC Functional Consultant DBA Database Administrator
Note – The following abbreviations are used in the responsibility matrix documented for every phase.
Responsibility Matrix (Sample)
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Upgrade Experience
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Challenges Benefits
• Retrofitting Custom eForms module which was interacting with multiple 3rd Party applications
• AJAX feature of 9.1 did not work for old browsers. Were unable to update the browsers on Stores as they were running on applications which were compatible with the browser version
• Server names hard coded at multiple places in the programs
• Availability of Payroll users due to weekly payroll processing. They were only available for 2 days in the week
•One of the first customer on PeopleSoft HCM 9.1, thereby ensuring of support for the foreseeable future
•The Payroll processing times came down by 40% due to the new architecture
•Use of the latest features / functionality available in the product
•XML feature used to generate Total Rewards Statement, a saving of 50K annually.
•XML feature for generating PDF paychecks and PDF W2’s
Challenges and Benefits
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© 2009 Hexaware Technologies Limited. All rights reserved. For internal circulation only. Neither this publication nor any part of it may be reproduced, stored in a retrieval system or transmitted in any form or in any means, electronic, mechanical, photocopying, recording or otherwise, without prior permission of Hexaware Technologies Limited. Published by Corporate Marketing & Communications
Thank YouPresenter : Ravi Kiran ([email protected])
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Our Core Competencies & Focus Areas
Enterprise Solutions
Travel & Transportation
BFSI
QATS
• Core banking – Core Retail Banking, Leasing, Cards, and Payments processing
• Capital Markets - Asset Management, Reference Data, Enterprise Data Mgmt• Insurance – Life and Non-life around Policy admin, Claims, and Analytics• Compliance and Risk Management – Counterparty risk models, Stress testing
models, and Basel III compliance roadmap
• Core expertise in critical applications like e-ticketing, passenger reservations, cargo handling, crew scheduling & aircraft maintenance, Bar Coded Boarding Passes
• Expertise in IBM/UNISYS Mainframe, Open Systems and Web Technologies and specialized skills in TPF, ALCS, TIP, USAS , MAPPER
• One stop ERP provider : Oracle, SAP, PeopleSoft, Siebel• Alliances with Oracle-PeopleSoft, SAP• Specialized in HRMS, Financials, CRM, Supply Chain• Shared Services Support
• Comprehensive set of solutions – Consulting and Governance, ERP testing accelerators, Automated and Manual testing, TCoEs, CloudTesting, OneSource
• Strategic alliance with HP , Micro Focus, IBM, Oracle, Validata and SOASTA• HP award: “BTO Implementation Partner of the Year” in 2006, 2008 & 2009
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Infrastructure Management Services
Business Intelligence/ Analysis
Healthcare & Lifesciences
Next-Gen Growth Areas
Business Process Outsourcing
• Innovative, automated solutions/services with specialization in Regulatory Compliance (HIPAA 4010 to 5010, ICD-9 to ICD-10) and Testing
• Expertise in Pharma Analytics (Market Research Services and Managed Care Services) and Payer Analytics
• End-to-end Integrated Claims Management services
• Rated leading BI vendor and among the top Business Intelligence Vendors in North America and off shoring Vendors in Europe by Gartner
• Consulting, Implementation, Maintenance, Upgrade, Analytics, Integrated Data Factory
• Accelerators , Frameworks , Processes and Templates through Innovation
• 24/7 End User Services, World Class Tier III Datacenter, Global NOC & Global SOC dedicated to Infrastructure Services
• Expertise Spanning Entire IT Infrastructure Lifecycle
• Wholly owned BPO arm - Caliber Point Business Solutions• Recognized as ‘Emerging global HRO leader’• Proven processes and delivery capability in Shared Service Center Setup and
Execution, Transaction Processing for complex processes, Transition Management
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Product Partnerships and Strategic Alliances
Worldwide Platinum Partnership
Gold Certified Partnership
Global Managed Services Provider (MSP) agreement
Mainframe, Integration & Web Technologies Partner
Services Partner Data Warehousing Partner
Banking Solutions Partner Integration Partner – Test Factory services for banks
Testing Services with a new cloud-based solution
Data Warehousing Partner
Product Partnerships
Strategic Alliances
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Annual revenues (FY 2010): USD 231.2
Revenues in Q4 2010: USD 65 mn
Growth in Q4 2010: 11.5% sequential
Profitable and generating cash every quarter Net Cash $103.8m
Financials: Key Performance Indicators
6% New Business
94% Repeat Business
Indicative of the high customer satisfaction levels
174 active clients
50 million dollar clients
Days Sales Outstanding (DSO) at 59 days
Net Worth at Rs. 10,546 mn ( Rs 68 per share)
Cash & Cash Equivalents: Rs 32 per share
Solid Liquidity / Robust Financials: Net Cash & Cash Equivalents (Sep’ 10) : Rs. 4,641 mn ($ 103.8 mn)
Shareholder Percentage
Promoter 28.42%
FIIs/ADR/GDR General AtlanticChrys CapitalFidelity International
44.54% 14.55%9.86%8.94%
Corporate/DII 14.50%
Strategic Investors, General Atlantic & Chrys Capital, are represented on Hexaware Board of Directors
Two of the big four auditors, Deloitte, Haskins & Sells (statutory auditor) and KPMG (internal auditor)
50 % of the Board committee comprises of independent directors heading major committees.
Ranked third among 30 surveyed for adopting best corporate governance practices by medium sized family managed public limited companies
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Our DNA to your Success
Our Organizational TraitsRight sized, Management Attention, Consultative Approach, Flexible to the Customer Requirements, Result-oriented
Our Core CompetencyExperience in managing multiyear multi-technology engagements and currently manage mission-critical applications offshore for over 20 clients
Our Key DifferentiatorsIntegrated Technology Outsourcing SolutionsIP based mature Global Delivery Model
Our Robust backboneWorld-class Infrastructure, SEI CMMi Level 5 Quality
Our Best PracticesKnowledge Transfer & Responsibility Transfer Methodologies, Track Record of Excellence in Service Delivery
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