Human Resource Management System (HRMS) & Student Administration (SA) PeopleSoft V9 Upgrade October 2007 HRMS & SA v9 Upgrade 1 Why upgrade? • Richer, expanded functionality; opportunity to implement with or postupgrade • Reduce UM modifications by using PeopleSoft delivered – reduced cost of ownership • Improved look and feel • Vendor support for V8 SP1 ends 8/08 – critical for Payroll, FASF October 2007 HRMS & SA v9 Upgrade 2 System-Wide Enhancements Major change examples – shared HRMS/SA: • Person-centric repository of bio/demo data (Person Model) for efficient tracking and reporting • Enhanced navigation and page usability, including Search, Favorites, and Notify • Grid order sort user-controlled and exportable to Excel • XML Publisher – Template-based, streamlined report and forms generator. Allows separation of data extraction from report or form design October 2007 HRMS & SA v9 Upgrade 3 HRMS Enhancements Major change examples - HRMS: • Talent/Profile Management – attract, retain and engage employees • Time Reporting – options to pre-populate data on timesheets, display totals and other useful information, improved self-service • Enhanced deferred compensation savings plan management, including s457. October 2007 HRMS & SA v9 Upgrade 4 SA Enhancements Major change examples – SA: • Student Center Student Services Center, & Faculty Center • Extensive integration of academic requirements, class search, and enrollment • Expanded student account self-service, including payment plan enrollment, optional charges, and e1098T • Population selection and update (e.g., assign student groups service indicators) October 2007 HRMS & SA v9 Upgrade 5 Sample V9 • Student Center October 2007 HRMS & SA v9 Upgrade 6 Sample V9 Operational Navigation October 2007 HRMS & SA v9 Upgrade 7 Campus impacts • Ann Arbor—Users of both the Student Administration and the HRMS systems will be impacted. • Flint and Dearborn—Only users of the HRMS system will be impacted. The upgrade will NOT impact users of the Flint and Dearborn Student systems. October 2007 HRMS & SA v9 Upgrade 8 Upgrade Timing • Underway now - Working with business offices, advisory groups, and others • January 2008 - Start communicating directly with system users • June 2008 - M-Pathways HRMS & SA Systems v9 Upgrade GO LIVE October 2007 HRMS & SA v9 Upgrade 9 Project Timeline Time Period Project Phase 03/07 - 08/07 Requirements Analysis 04/07 – 10/07 Design 10/07 – 02/08 Development 09/07 – 02/08 System Test Planning 02/08 – 05/08 System Test June 08 GO LIVE October 2007 HRMS & SA v9 Upgrade 10 Project Phase Status Complete • Requirements Analysis phase • Design phase Underway • Development phase just underway • System test planning has started MAIS is on track for the June go live! October 2007 HRMS & SA v9 Upgrade 11 Tentative Upgrade Window • Tentative production outage for upgrade (HEPROD): Thursday, 6/5/08 5PM until Monday, 6/9/08 7AM. • HEODS and U-M Data Warehouse available during outage. June Sun Mon 1 Tue 2 Wed 3 Thu 4 Fri 5 HEPROD Down at 5PM 8 HEPROD unavailable all day 9 10 11 12 Sat 6 HEPROD unavailable all day 7 HEPROD unavailable all day 13 14 HEPROD available at 7AM October 2007 HRMS & SA v9 Upgrade 12 Tentative Upgrade Window • MAIS will execute five test moves (converting and moving V8 data to V9) prior to June 2008 go-live. • Test moves validate data conversion, timing, and tasks needed to implement new version. • More precise times for outage period will be known as we progress with each test move. October 2007 HRMS & SA v9 Upgrade 13 Communication Plans • We will be working on communication plans and discussing them with Unit Liaisons to address the following groups: Students Faculty Staff • MAIS Upgrades Web page: http://www.mais.umich.edu/upgrades/index.html October 2007 HRMS & SA v9 Upgrade 14 Questions in the future? Contact our MAIS product managers: HRMS: mais.hrms.prodmgrs@umich.edu SA: mais.sa.prodmgrs@umich.edu October 2007 HRMS & SA v9 Upgrade 15