UCPATH PROGRAM OVERVIEW P ay r o l l . Academic Pe r s o n n e l , T i m e ke e p i n g & H u m a n Re s o u r c e s AGENDA Background & Goals Structure & Governance Description Status Additional Information Q & A 2 PROGRAM BACKGROUND What and Why 3 BACKGROUND P AYROLL P ERSONNEL S YSTEM Built on 30-year-old technology Dif ficult to use, maintain/enhance and requires redundant data entry, manual calculations and significant paper processing Limited Human Resource Management functionality Eleven variations of PPS UC -wide make it dif ficult to align and aggregate payroll and HR data Every campus has numerous “shadow systems” that attempt to fill the information gaps that have resulted from this now outdated system. More Info… http://workingsmarter.universityofcalifornia.edu/projects/ucpath/q-a/ 4 BACKGROUND P ROGRAM G OALS Deploy a single payroll system and a single human resources system across all ten campuses and five medical centers that meets the core needs of each location while capturing the ef ficiencies, improved data and cost -savings associated with unified systems Common policy, policy interpretation and business practices, as well as streamline business operations Implement a more ef fective and ef ficient way to deliver payroll and human resources services to UC employees. Streamline business operations Expand online self-service capabilities Cost savings due to this changes 5 BACKGROUND W HEN T HIS P ROJECT IS C OM PLETE … T h e r e w i l l b e a s i n g l e p ay ro l l a n d H R s o l ut i o n f o r a l l e m p l oye e s U C - w i d e. E m p l oye e s w i l l h av e a c c e s s to t h e i r i n f o r m a t i o n a n d b e a b l e to m a ke c h a n g e s v i a o n l i n e s e l f s e r v i c e. D e d i c a te d c u s to me r s u p p o r t s t a f f w i l l p r o v i d e a c c ur a te a n d t i m e l y i n f o r m a t i o n by phone, email or chat. P ay r o l l p r o c e s s i n g w i l l b e r e a l - t i m e , a u to m a te d , e f f i c i e n t a n d a c c u r a te . H R , p ay r o l l a n d a c a d e m i c p e r s o n n e l transactional processes will be s i m p li fi e d a n d c o n s i s te n t a c r o s s a l l U C locations. C o n s i s te n t , q u a l i t y d a t a w i l l b e r e a d i l y av a i l a b l e to i m p rov e a n a l y t i c al reporting, and decision making U C w i l l d e l i ve r p ay r o ll a n d H R s e r v i c e s a t a s u b s t a n t ia l l y l o w er c o s t t h a n to d ay 6 PROGRAM STRUCTURE & GOVERNANCE Executive Sponsors, Teams and Workgroups 7 PROGRAM STRUCTURE & GOVERNANCE E XECUTIV E S PONSORS , S TEERING C O M M ITTEE AND M GM T W ORKGROUP AND S HARED S ERVICES T EAM Executive Project Sponsors Executive Steering Committee Management Workgroup Shared Services Delivery Design Team Peter Taylor, CFO Nathan Brostrom, EVP – Business Operations Monir Ahmed – UCM Susan Carlson – UCOP David Ernst – UCOP Steve Relyea – UCSD Christina Valentino - UCSC Gretchen Bolar – UCR Ron Cortez – UCSB John Meyer – UCD Dan Sampson – UCOP John Wilton - UCB Mike Allred – UCD Mike Baptista – UCOP Karl Heins – UCSB Don Larson – UCSD Pat Price – UCI Dan Sampson – UCOP Peter Woon – UCI MC Rich Andrews – UCI Dave Curry – UCLA Sheryl Ireland - UCM Char Moreno - UCSC Jeannine Raymond – UCB Nancy Tanaka - UCOP Mike Baptista – UCOP Pat Price – UCOP Cathy Shoenfeld- - UCSC Karen Hull – UCD Kristina Larsen – UCSD Cynthia Leathers - UCSF Jeannine Raymond – UCB Nancy Tanaka – UCOP Lubbe Levin – UCLA Marilyn Voce – UCR Mark A. Speare – UCLS MC Monir Ahmed - UCM Wendell Brase – UCI Dwaine Duckett – UCOP Jack Powazek – UCLA Barrie Strickland - UCSF Allison Baird-James – UCLA Gwen Lake – UCLA MC David Odato – UCSF Chuck Rowley – UCR Paul Weiss - UCOP Allison Baird-James – UCLA Pamela Peterson – UCSC Reid Hollyfield – UCSD MC Tricia Hiemstra - UCSB 8 PROGRAM STRUCTURE & GOVERNANCE P RACTICES BOARD , Practices Board Change Control Board UCOP Project Management Office C HANGE C O NTRO L B OARD AND PMO APDs – Cindy Doherty, Cynthia Leathers, Pat Price, Pamela Peterson CHROs – Tom Leet, Jeannine Raymond, Mark Speare, Marilyn Voce Controllers – Mike Allred, Allison Baird-James, Don Larson, Delphine Regalia, Peter Woon Sue Abeles (Payroll), Lubbe Levin (HR), Nancy Tanaka (APO), Paul Weiss (IT) Anthony Lo, UC Project Director Doug Johnson, Oracle Project Director Functional leads IT, communication, change management and other support staff Consultants 9 PROGRAM STRUCTURE & GOVERNANCE UC SD E XECUTIV E S PONSORS UCSD Executive Sponsors AND M ANAGEM EN T T EAM UCSD Management Team Gary Matthews Vice Chancellor Resource Management & Planning Ed Babakanian Medical Center Chief Human Resources Officer Steve Relyea Vice Chancellor External & Business Affairs Paul Craig Medical Center Chief Human Resources Officer Suresh Subramani Executive Vice Chancellor Academic Affairs Reid Hollyfield Medical Center Controller Vacant Medical Center Chief Executive Officer Kristi Larsen Assistant Vice Chancellor Academic Personnel Don Larson Assistant Vice Chancellor & Controller Tom Leet Assistant Vice Chancellor & Chief Human Resources Officer Min Yao Assistant Vice Chancellor & Chief Information Officer 10 PROGRAM STRUCTURE & GOVERNANCE UC SD P ROGRAM M GM T UCSD Program Management Office AND C O RE I M PLEM EN TAT IO N T EAM UCSD Core Implementation Team Antoinette Hock Program Director Kian Colestock ACT-Financial Systems Director Chakri Bokka IT Manager/Project Manager Courtney Morris Medical Center Compensation & Benefits Director Kelly Maheu Academic Personnel Compensation Director Additional UCSD resources support the implementation teams such as extended subject matter experts (SMEs) and VC HR contacts Don Portugal Medical Center Business Applications Ray Rodriguez Staff Human Resources Compensation Director Pearl Trinidad Payroll Director 11 PROGRAM DESCRIPTION Big Picture and Current Focus 12 PROGRAM DESCRIPTION N AM ING E VOLUTION Payroll Personnel System Initiative PPS Initiative Recently changed to…. UC Payroll, Academic Personnel, Timekeeping and Human Resources Represents entire program; however there are two main projects…. UCPath Naming conventions UCPath UCPath Center Represents PPS replacement project Represents shared services center project T HE B IG P ICTURE PROGRAM DESCRIPTION Current Focus 14 PROGRAM DESCRIPTION P HASE 1 : I M PLEM E N TAT ION C ONSIST S OF M ANY P ROJECT S UCPath Program UC Payroll, Academic Personnel, Timekeeping and HR • • Common policies, policy interpretation and business processes Streamlining of operations PPS Replacement Shared Services Center 15 PROGRAM STATUS Past & Present 16 PROGRAM STATUS P RE - IM PL E M E N TAT ION 2009 2010 • Governance structure created • Sponsor group (UCOP) established • Management workgroup established o Campus CHROs o APDs and controllers at campuses and med centers • Consulting firms retained o PricewaterhouseCoopers o AonHewitt • UCOP Project Director (Tony Lo) hired • Functional requirements workgroup created o Payroll o Staff HR o AP Managers at campuses and Med Centers • Assessment of current state and work on developing high-level common understanding of systems, processes and practices at each campus and Med Center and requirements to replace PPS 2011 (thru vendor award 09/2011) • Request for Proposal (RFP) submitted • Vendor proposals reviewed • Vendor selected o Oracle PeopleSoft selected (HCM version 9.1) 17 PROGRAM STATUS P HASE 1 I M PLEM EN TATIO N 2011 (began 09/2011) • New system capabilities and potential gaps previewed • Fit/gap analysis begun • Discussion began on business process standardization (e.g. pay cycles) initiated 2012 • • • Discussion on business process standardization continued Configuration and testing to begin Gap analysis and potential gap solutions to be developed 2013 • Wave 1 (early adopter campuses) golive in 01/2013 o UC Santa Cruz o UCLA o UC Merced, in conjunction with UCLA as payroll is run by UCLA o UCOP, in conjunction with UCLA as payroll is run by UCLA • Wave 2 campuses go-live in 10/2013 o UC San Diego o Other campuses as identified • Wave 3 o Other campuses as identified 18 PROGRAM STATUS P P S R EPLACE M E N T - T HREE P HASES / T HRE E W AVES UCLA including OP, Merced and Santa Cruz Campuses will migrate to PeopleSoft in phases and waves. UCSD will not go live on January 2013 (F&A rate issue) and will be part of Wave 2. 19 PROGRAM STATUS UC P ATH AND UC P ATH C ENTER - P HA S E 1 H IGH - LEV E L T IM ELIN E 20 P ROG RA M STATUS P P S R EPLACE M E N T - C OM PO N E N T S O F P P S AND C OM PARISON S YSTEM F UNCTIONALI T Y TO N EWER 21 PROGRAM STATUS P P S R EPLACE M E N T - P EOP L E S OF T H C M M ODULE I NTEGRAT IO N 22 PROGRAM STATUS G AP A NALYSIS 23 PROGRAM STATUS S HARED S ERVICES C ENTER UC-wide integrated transactions center to serve all ten campuses, five medical centers and Of fice of the President. Functions to be included: Payroll, Benefits Administration, Leave Management and Workforce Administration. Functions not to be included: Employee & Labor Relations, Talent & Performance Management, Staf fing & Recruitment, Learning Management/Training & Development. Details TBD. Location TBD (six proposals). Service Delivery Design Team. 24 PROGRAM STATUS C AM PUS A CTIVITIES IN P REPARAT ION FOR P REOPLE S OF T T RANSITION MTE (My Time Entry) MO & BW pay cycle Data Cleanup 25 ADDITIONAL INFORMATION S OURCES UCOP Website Overview, case studies, project team, news & updates, Q&A http://workingsmarter.universityofcalifornia.edu/projects/ucpat h/overview/ Implementation team information, general project information and project updates UCSD Website http://blink.ucsd.edu/finance/payroll/pps/initiative.html 26 QUESTIONS? You may also send questions or offer input by sending email to: psproject@ucsd.edu 27