HCM Stabilization and Modernization Project Information Technology Services June 2, 2015 Dr. Josh Mackey, SPHR, PMP Carl Ward, CSGPM, M.Ed. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential Agenda 1. 2. 3. 4. 5. 6. What is the HCM project? Why is it necessary? What are the project’s objectives? When will the project occur? How can I learn more about it? How will this impact me? Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential What is the HCM Project? What is HCM = HCM? HRMS Human Capital Management (HCM), is the Oracle platform for unified Payroll, Time & Labor, Absence Management, Benefits, Core HR, Recruiting, and Performance Management Payroll Time & Labor Benefits Absence Management Core HR Recruiting Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 3 Why do we need the HCM Stabilization and Modernization Project? Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 4 What - HCM Project - Goals and Objectives 1. Fix Payroll Production issues and Department Restructuring 2. Implement Absence Management to remove customizations from Time and Labor • Streamline and standardize organization wide Absence Management rules 3. Reduce customizations and move to a more ‘vanilla’ environment • • Utilize delivered functionality and business processes Reduce complexities with maintenance and upgrade 4. Standardize business processes and create consistency across the organization • Reduce complexities with maintenance and upgrade 5. Consistently enforce Data Governance standards and practices. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential When - HCM Project Timeline Spring 2015 HCM Project Starts We Are Here HCM Project Kick Off Winter 2016 Fall Summer Release 3 Benefits Benefits Administration Release 1 Payroll Go-Live Release 2 Time & Labor Absence Management Summer 2016 Spring 2016 Releases 5 – 8 Performance Profile Recruiting Learning Release 4 Core HR/Base Compensation Migration to Cloud More information about each of the HCM Releases can be found here. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential HCM Stabilization and Modernization Phased Deployment Payroll - Release 1 - Summer 2015 Absence Mgmt/Time & Labor - Release 2 - Fall 2015 • Improved reporting and approved processing of time and leave • Better tracking and calculation of shifts, schedules, and leave • Improve forecasting capabilities; resource planning and scheduling • Attach documents electronically and process requests online; reduce paper processing • Enhanced workflow for approvals and routing • Implement delivered functionality that improves accuracy of payroll calculations for earnings and deductions • Extend functionality for shifts, garnishments, child support orders, tax levies, bankruptcy orders, and wage assignments • Process retroactive calculations, reconcile employee changes, and adjust balances • Improve audit reporting to track employee changes • Improve year end processing • OMCS Production Support (Help Desk) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | How will this impact me? We will see some changes in Payroll and Time & Labor • Compensatory Time will continue to be capped at 120 hours but will not expire • Non-exempt employees may request payout of comp (as overtime) on an ad-hoc basis. • Employees transferring within or leaving Maricopa will be paid out on all comp time • Positive Time reporting • Shift Differentials • Overtime Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential What might that look like? Short, focused useful instruction Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 9 What is the FMS Project? FMS = CFS The FMS project will replace our current College Financial System (CFS) with the PeopleSoft Financial Management System (FMS). Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 10 FMS Benefits How will the new FMS system help me? 1. Online Travel Authorizations and Reimbursements, including professional growth! 2. Smarter workflow for Requisitions and Travel. 3. One look and feel for FMS, SIS and HCM. Chart of Accounts Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 11 FMS Timing – Next Steps 1. System Integration Testing was completed last week 2. User Acceptance Testing (UAT) was held in May and has been very successful. 3. FMS training will begin in June Training Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 12 FMS Training - Details • Training for the current District Office Requisitioners will start the first week in June. • Training is for Requisitioners only. It is NOT for Approvers. • This training invitation is being sent to a specific list of attendees (all current CFS users). Please do not forward this invitation. • A second training session will be opened to all employees starting July 6th. • Training consists of 2 classes: Requisitions and Travel & Expenses. Each class is expected to be 1.5 hours long. • Attendees will be required to watch the "Requisition Process Video" and the "Travel & Expense Process Video" before participating in those respective training classes. These videos will be available on May 26th. Links to these videos will be distributed soon as soon as they videos are finalized. • The District Office FMS Training Schedule is attached at the end of this presentation. Please register for FMS training in HRMS. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 13 HCM Communication – Frequent & Honest Roadshows Newsletters We will be communicating with the entire Maricopa community about the HCM project. Our goal is to inform and educate all stakeholders about the project’s progress and prepare them for each release with ongoing training activities. Webinars and On demand videos Town Hall Events Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 14 Stakeholder Engagement – May 20, 2015 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 15 How can you help? You can help this project to succeed by providing your: 1. Input 2. Feedback 3. Suggestions Tell us how we can improve our communications. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 16 HCM and FMS Updates How can we learn more about these projects? • All of the latest information about the HCM and FMS projects can be found on the HR and website (HR.Maricopa.edu) here and on the FMS website (business.Maricopa.edu) here. • This page will be updated several times each month with news about the project, presentations and additional details about both the contents and the benefits of each of the HCM releases. https://hr.maricopa.edu/hcm-project-frequently-asked-questions https://business.maricopa.edu/fms-frequently-asked-questionsfaq Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 17 HCM Project Website 1 2 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 18 How you can help! Awareness Please help us by informing your college about these projects. Let them know that changes will be coming to Payroll, Time & Labor. Benefits Demonstrations and training sessions for the new HCM system will begin in May. These sessions will focus on showing how the changes to the system will benefit us by improving how we carry out our major HR activities. Knowledge We want the training sessions to be effective and a productive use of everyone’s time. Please let us know: a) What types of training work best for your teams, and b) If you will host a training session at your college. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | FAQs? • Updated weekly with answers to the questions that you submit to us. If you have a question, send it in! Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 20 Questions? Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 21 Contact Us Dr. Josh Mackey, SPHR, PMP District Director Center for HR Innovation, Strategy, & Planning (CHRISP) phone | 480-731-8270 email | josh.mackey@domail.maricopa.edu Carl Ward, CSGPM, M.Ed. Maricopa County Community College District District Director of Business Applications and Compliance Phone: 480-731-8869 Email: carl.ward@domail.Maricopa.edu Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 22 Additional Details Scheduled functional capabilities of HCM releases 1 through 8 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 23 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 24 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 25 HCM Stabilization and Modernization Phased Deployment Payroll - Release 1 - Summer 2015 Absence Mgmt/Time & Labor - Release 2 - Fall 2015 • Improved reporting and approved processing of time and leave • Better tracking and calculation of shifts, schedules, and leave • Improve forecasting capabilities; resource planning and scheduling • Attach documents electronically and process requests online; reduce paper processing • Enhanced workflow for approvals and routing • Implement delivered functionality that improves accuracy of payroll calculations for earnings and deductions • Extend functionality for shifts, garnishments, child support orders, tax levies, bankruptcy orders, and wage assignments • Process retroactive calculations, reconcile employee changes, and adjust balances • Improve audit reporting to track employee changes • Improve year end processing • OMCS Production Support (Help Desk) Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | HCM Stabilization and Modernization Phased Deployment Benefits and Benefits Admin - Release 3 -Winter 2016 • Improve accuracy of job transactions reducing downstream processing exceptions • Improve HR Security and access to data • Extend capabilities for compensation calculations for salary ranges vs. steps • Enable online self-service reporting and improve approval workflow • Attach documents electronically and process requests online; reduce paper processing • Improved reporting for compliance and performance Core HR and Comp - Release 4 - Winter 2016 • Improve accuracy of deduction calculations for multiple jobs and coverage premiums • Improve benefits administration and life event maintenance tracking; reduce manual processing • Extend capabilities for domestic partner, flex credit, and wellness incentives • Process Family Medical Leave Act (FMLA) eligibility /entitlement , Continuation of Coverage or COBRA, Affordable Care Act (ACA), Health Insurance Portability and Accountability Act of 1996 and improve benefit billing and reporting Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | HCM Stabilization and Modernization Phased Deployment Comp and Class Analysis - ~ TBD Recruiting - Release 5 – Summer 2016 • Prerequisite – Maricopa to engage Management Consulting Firm to define the details sufficient for Oracle to scope the implementation of Comp and Class • Complete Comp and Class Discovery and Analysis • Provide Comp and Class Implementation Proposal • Improve on-line job candidate experience and capture data for tracking competencies and skills for future jobs; streamline hiring and on-boarding process • Improve recruiter experience and gain efficiency with automation • Extend capabilities for email posting for friends and internal/external job postings Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | HCM Stabilization and Modernization Phased Deployment ePerformance - Release 7 - Fall 2016 eProfile - Release 6 – Fall 2016 • Enhance business process and extend capabilities to improve succession planning and performance tracking • Employees can self report and maintain changes to name, address, phone number, marital status, and date of birth; reducing administration costs • Improved HR Security • Improved workflow and delegation capabilities for managers • Enhance business process and extend capabilities to improve succession planning and performance tracking with goals, development targets, and meeting objectives • Improve employee and manager experience working with performance documents • Leverage Profile Management functionality • Electronically sign-off on performance documents • Improved workflow and approvals for managers Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | HCM Stabilization and Modernization Phased Deployment Learning Management - Release 8 - ~ TBD • • • • Maricopa to validate ownership Maricopa to review procurement options Secure funding for project Implement recommendations Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Project Approach and Scope Inception • Project Kickoff • Core Team Orientation • Conduct Analysis • Align requirements to scope • Build initial Timeline • Develop a Project Plan • Communication Plan • Update PMP Elaboration • Business Process Analysis • Consolidate Solution Requirements • Conceptual Designs • Security Design • Finalize Scope • Prototype • Compile Feedback and Iterate Construction • Configure Foundation and Setup Tables • Configure Transactions, Integrations, and Reports • Refine Security • Retire CEMLIs • Unit testing Testing Deployment • System Integration Test • Cutover • User Acceptance Test (UAT) • Contingency Plan • Production readiness review • Communications • Change Management Tasks • Prepare for Production cutover • Update Contingency Plan • Communications • End user training conducted • Cutover to Production • Post Production Support Plan executed • Project /Release closure Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 31 Where can I learn more? All of the documentation for the HCM project is stored on the HCM Project site in SharePoint. • The SharePoint site can be accessed using this link. • Simply use your MEID credentials to log into SharePoint. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | MCCCD and Oracle Confidential 32