PeopleSoft Accessibility Using PeopleMobile at the University of Minnesota.

PeopleSoft Accessibility Using PeopleMobile at the University

of Minnesota

Our Agenda

The U: ContextA history of PeopleSoft at the U

AccessibilityThe Upgrade

Your Agenda

What do you want to know?

Disability as Diversity

Accessibility is everyone's everyday

business.

Equity & Diversity

DRC

Context: U of M Twin Cities

49,000 students30,000 employees

18 colleges149 undergraduate major programs

200 graduate and professional degree programs

PeopleSoft at the U: History

PeopleSoft at the U:Current Use

Scope and direction: Portal, Campus Solutions, HR, Finance, Infrastructure, Reporting Changes2M class registration transactions

450,000 billing statements114,000 admissions applications

$490M federal financial aid6,000 paychecks per pay period

PeopleSoft at the U:Past Accessibility

Previous custom apps built to be accessiblePS self-service inaccessible and

required high customization

PeopleSoft at the U:The Upgrade

Maintain support and complianceImprove operational efficiency

Reduction of number of custom built appsAdd new capabilities2-year, $85M project

PeopleSoft at the U:The Upgrade

Split the CS/HR database

Upgrade CS from 8.9 to 9.0

Upgrade HR from 8.9 to 9.2

Upgrade FIN from 8.9 to 9.2

Implement IH version 9.2

Process redesign to use delivered functionality

PeopleSoft at the U:The Upgrade

Modifying PS pages in-house to make them accessible too expensive

Accessibility RFP process: Two candidatesGH chosen for accessibility (PM) and firewall

IntraSee as Portal vendor

PeopleSoft at the U:The Upgrade

GreyHeller as a mobile PS provider (PeopleMobile®)

IntraSee and GreyHeller work together

PeopleMobile®

• Plug-in to PeopleSoft environment

• Automatic accessible transformation of the entire PeopleSoft user experience

• Inherits from deployed PeopleSoft system

• Security Rules

• All business rules and audits

• All calculations

• All customizations and bolt-ons made by a customer

• All database updates and access

• The starting point is the PeopleSoft page

Back Office

PeopleSoft Web Server

ApplicationServer

User Interface

Transaction Data Retrieval

PromptingLogic

Transaction Validation

Data Processing

GreyHellerConfig Pages

Use

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ienc

e P

lug-

inPermissions

UX Optimized Access

PeopleSoftApplicationDatabase

PeopleMobile Architecture

Acc

essi

bilit

yM

obile

Use

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pt

PeopleSoft Application Server

Database Server

PeopleSoftWeb Server

PeopleMobile® Developer Studio

PeopleMobile Plug-in with Developer Studio

ApplicationData

Transformation Overriding Settings

Page/Field Overrides(metadata)

Script Injection

Page Add-ons(metadata)

PeopleTools Objects

(metadata)

Base HTML Transform

Nobody understood the scope of the effort ahead.

Questions? Thoughts?

Work Begins: Access and Accessibility

AccessibilityImplementation

Team

UniversityBusiness

Lines

ExternalProduct

Developers

AccessibilityTestingVendors

UpgradeLeadership

UpgradeStaff

Access and Accessibility: Details

Use casesTest user accounts

EnvironmentsTest data

Collaboration tools

Use Cases-Campus Solutions0. Candidate Gateway (public access)

1. Student Center This Week’s schedule2. Student Center Account Summary3. Student Center Personal Info4. Student Center Contact Info5. Student Center Admissions6. Student Center Search for Classes7. Student Center Weekly Schedule 8. Student Center Enroll/Add Classes9. Student Center Enrollment Shopping Cart10. Student Center Student Financials11. Student Center Bio-Demo; Student Center View

My Grades; Student Center Home 12. Faculty Center My Schedule13. Faculty Center Change Term14. Faculty Center Class Roster15. Faculty Center Grade Roster16. Adviser Center Advisee Info

17. Student Records Enrollment (student)18. Student Records Grading (mid-term and final,

updating) (faculty)19. Student Records Apply for Graduation (student)20. Student Records Generate Transcript (student)21. Student Records FERPA restrictions (student)22. Student Financials Viewing Student Account

(includes downloading bills) (student)23. Student Financials Making a Payment Student

Financials Enrolling in a Payment Plan24. Academic Advisement Graduate Degree plan25. Academic Advisement Degree Audit Report26. Financial Aid Accept/Decline Awards27. Financial Aid Sign Promissory Note28. Financial Aid Truth in Lending Act (TILA)29. Financial Aid Self Reported Aid; FA Award

Summary; FA Loan App Info; FA Academic Progress; FA Budget; FA EFC; FA Health Plan; Acct Inquiry Pend Aid

30. Financial Aid Entrance Counseling 31. Financial Aid Exit Counseling

Use Cases-HR33. Time and Labor Submit Timesheet34. Manager Self-Service Approve Time35. Manager Self-Service Review Exceptions36. Absence Management Request Absence37. Manager Self-Service Approve Absence38. Shared HR Functions: Manage Delegations39. Absence Management View Time: Absence

Balances40. Manager Self-Service View Absence Balances41. Payroll Direct Deposit42. Payroll W-4 Tax Information43. HR Manager Self-Service Report Time for an

Employee44. HR Manager Self-Service Manage Schedules45. Benefits Summary Benefits Enrollment46. Benefits Savings Summary47. Payroll View W-2/W-2C Consent48. Student Records Class Permissions (faculty)49. Student Records Update Service Indicators

(advisors)50. Student Financials Adding Bank Accounts and

Signing Up for Direct Deposit

51. Student Financials Opting into Electronic 1098T52. Student Financials Student Permissions53. Delegated Access/Shared Information Center

(student)54. HR Payroll Compensation History55. HR My Info Tab56. HR My Current Profile57. HR Notice of Appointment (custom appl)58. HR Absence Management View Time: Absence

Request History59. HR Recruiting Solutions Candidate Gateway 60. HR Recruiting Solutions Careers (Internal: Hold for

post-go-live.)61. HR Manager Self-Service Report Absence for an

Employee62. HR Manager Self-Service View Absence Request

History63. HR Manager Self-Service Manage Recruiting Tasks 64. Finance Expense Reimbursement

Access and Accessibility: Details

PeopleSoft expected behavior Firewall rules

Version tracking and release notes

Access and Accessibility: Assessment Vendors

Purchasing and vendor contractsOrganizing and tracking the work

Access and Accessibility: Working with GreyHellerIssue identification and remediation work

One-on-one sessions with JenniferThe look and feel: Branding and fit with portal

Access and Accessibility: Communications

Integration of messagingWho needs to know what, and when?

Media possibilitiesDocumentation of accessibility

Known issues and release notes

Access and Accessibility: Go-Live

Change of go-live dates.The change in the work process when the

Upgrade happened.

Questions? Thoughts?

Current State:Then and Now

Current State:Then and Now

Activating accessible formatOverall use case accessibility status

PeopleMobile® core updatePeopleTools 8.5.4

Lessons Learned:Benefits

Visibility for accessibility on campusRelationships

CS is accessibleStrong ally in GreyHeller

Individual growth

Lessons Learned:Challenges

High-level commitment to accessibilityAccessibility integrated from Day One

Changing FTE commitments at UUnderstanding of fuller picture

Immature U processes

Where to from here?PeopleMobile update = better accessibility

PeopleTools 8.5.4Fluid?

Contact Us

Scott Marshall

Tonu Mikk

Larry Grey

Shelley Nelson

[email protected]

[email protected]

[email protected]

[email protected]