<Insert Picture Here> PeopleSoft Human Capital Management Vision and Roadmap Linda Hemsworth Senior Solution Consultant Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Agenda • Examining Current Trends • PeopleSoft’s Current State • What Oracle/PeopleSoft is Doing to Help • PeopleSoft HCM Roadmap Agenda • Examining Current Trends • PeopleSoft’s Current State • What Oracle/PeopleSoft is Doing to Help • PeopleSoft HCM Roadmap What’s on Your Mind? Concerns about a U.S. Recession … What’s on Your Mind?? The Price of Oil What’s on Your Mind?? Housing Crunch What’s on Your Mind? Changing Workforce Demographics What’s on Your Mind? Increased Executive Focus on Talent What’s on Your Mind? Continuing Technology Evolution Mainframe Computers PCs – Client/Server Web 1.0 The Internet Web 2.0 The Internet HCM Challenges Today Are Broad and Diverse Culture & Diversity Communications Sourcing & Retaining Talent Regulatory Compliance Economy Growth, Productivity & Profit GLOBALIZATION Workforce Mobility Organizational Structure HR Support Workforce Visibility Provide HR Professionals with Challenges and Opportunities Agenda • Examining Current Trends • PeopleSoft’s Current State • What Oracle/PeopleSoft is Doing to Help • PeopleSoft HCM Roadmap Oracle’s Applications Strategy Applications Unlimited Oracle’s plan to continue providing ongoing enhancements to current HCM applications beyond the delivery of Oracle Fusion Applications FUSION Latest Release Next Release Version 9.0 Version 9.1 Unlimited Version 12 Version 12.1 Unlimited Unlimited Oracle’s Applications Strategy Applications Unlimited Delivers More… More Choice • • • • Upgrade To New Releases Deploy Additional Modules Remain On Existing Applications Adopt Next-Generation Technology More Visibility • Customer-Driven Product Roadmaps More Value • Dedicated Development Teams • Continued Product Enhancement More Time • No Forced Upgrades • Oracle Lifetime Support Agenda • Examining Current Trends • PeopleSoft’s Current State • What Oracle/PeopleSoft is Doing to Help • PeopleSoft HCM Roadmap Continued Product Releases Working with Our Customers PeopleSoft Customer Advisory Boards & Strategy Councils • Purpose: Validate future roadmap choices with the customer community • Customers from various industries and all sizes • Over 100 members, representing 65+ companies Human Capital Management (HCM) Global Special Interest Users Groups (SIGs) PeopleSoft & JD Edwards • Benefits SIG • ELM SIG • ePerformance SIG • JDE HCM SIG • Payroll for N.A. SIG • Recruiting SIG • Staffing SIG • Global HCM SIG • Australia/New Zealand SIG Oracle E-Business Suite • Time & Expense SIG • Tutor & UPK SIG PeopleSoft & Oracle E-Business Suite PeopleSoft • HCM SIG • Global HCM SIG (formerly GPUG) Global Support Unmatched Global Reach Oracle Lifetime Support Your IT Investment Can Be Supported Indefinitely Fact: Better than any of our acquisitions’ support policies Premier Extended Sustaining 1 2 3 4 5 6 7 8 Year of Support 9 10 Oracle is the first Software Provider to Achieve J.D. Power & Associates Certification for Technology Service and Support Future Upgrade Options Planned Upgrade Options For PeopleSoft 9.1 Release Next Release 8.9 Automated, One-Step Upgrades 9.0 9.1 8.8* < 8.8 Upgrade Scripts Available on Customer Connection After GA Agenda • Examining Current Trends • PeopleSoft’s Current State • What Oracle/PeopleSoft is Doing to Help • PeopleSoft HCM Roadmap PeopleSoft HCM Product Portfolio Intelligence Workforce Planning Workforce Scorecard Workforce Rewards HRMS Warehouse Talent Mgmt Talent Acq Mgr Candidate Learning ePerformance Management Gateway eComp Mgr Profile Manager Self Service eCompensation eDevelopment eBenefits ePay HRMS Portal Pack Absence Mgmt Workforce Mgmt eProfile Oracle Incentive Comp Time & Labor North American Payroll Core HR Global Payroll Payroll Interface Benefits Admin Stock Admin HR Help Desk User Productivity Kit Pension Admin Workforce Scheduling Resource Mgmt Services Procurement Talent Management Improving The Talent Management Lifecycle Integrated compensation and performance enables “pay-forperformance” and motivates and retain workers Ensure business continuity through workforce planning with succession planning using real-time visualization Integration with workforce scheduling to reduce employee downtime & scheduling conflicts Profiles & Objectives Operationalize business plans faster through goal alignment Complete and Integrated Processes with Comprehensive Visibility PeopleSoft HCM 9.1 Success with Recruiting Solutions • Integrations Microsoft Outlook Calendar PeopleSoft Profile Manager PeopleSoft Services Procurement • Online Job Offers Candidates View and Accept Job Offers via Candidate Portal • Screening and Questionnaire Enhancements Knock-out Questions Default Question Sets • Better Usability Improvements for Both Candidates and Recruiters Print Job Openings and Resumes Better and More Efficient Recruiting PeopleSoft HCM 9.1 Maximizing Performance with ePerformance GOAL ALIGNMENT • The ability to identify and visually display multiple levels of organizational goals EMPLOYEE ACCESS • Grant employees access to relevant organizational goals • The ability for employees to adopt or create related objectives OBJECTIVE DISTRIBUTION • The ability for managers to create and push specific objectives to one or more employee performance documents USABILITY ENHANCEMENTS • Streamlined documentation creation process • Additional performance document configuration options PeopleSoft HCM 9.1 Business Objective Chart Search for Business Objectives Name: Last Name: Dept Title: Search Human Resources Peter Collins Executive Vice President Human Resources Business Objectives Compensation Employee Benefits HR Systems Janice Jones Director Compensation Clara J. Cereza Director Employee Benefits Robert Yang Director HR Systems Business Objectives Business Objectives Business Objectives Employee Benefits Employee Benefits International Benefits Sarah Kennedy Benefits Specialist Myla Johansen Renolds Manager International Benefits Michael Carpenter Senior Benefits Administrator Business Objectives Return to Previous PeopleSoft HCM 9.1 Business Objectives PeopleSoft HCM 9.1 Learning Management Enhancements Improved Usability Adoption of PeopleSoft Approvals Framework Learning Portfolio Management Enhanced Notifications Compliance Learning Objectives Increase Flexibility Needed to Managing a Developing Workforce PeopleSoft HCM 9.1 Career Planning for Your Talent Employee Self-Service Career Planning Review Learning Needs and Enrollment Review Development Plan Ability to Define a Career Path and Develop a Career Plan PeopleSoft HCM 9.1 Greater Compensation Management and Planning Delegate compensation process authority and approvals Plan and allocate various compensation types based on budget and performance via integration Manager Leverage a grid-like user interface for greater usability Use compensation allocation decision making tools like embedded analytics Deploy an Integrated, Standardized Compensation Process Globally PeopleSoft HCM 9.1 Compensation Summary - Administrator Allocate Various Compensation Types Plan Compensation Based on Budget PeopleSoft HCM 9.1 Compensation Summary - Manager Compensation Allocation Decision Making Tools Plan Compensation Based on Performance Leverage a GridLike User Interface PeopleSoft HCM 9.1 Succession Planning Using Real-Time Visualization Employee Search Flag Key Persons Identify Potential Successors View Organizational Hierarchy Display Selected Employee’s Profile PeopleSoft HCM 9.1 Succession Planning Using Real-Time Visualization Employee Search Collapse SubScreens As Needed Flag Key Persons View Organizational Hierarchy View Potential Successors in a Configurable “Rating Box” (i.e. 9 Box) PeopleSoft HCM 9.1 Expanded Global Payroll Functionality Templates Support the Basic Positive Input Interface Batch Processing Stop Earnings/Deductions Through the Batch Process Temp Tables Maintaining and Cleaning-up Global Payroll Core Temp Tables Through the Global Payroll Core Process Country Extension Planned Enhancements to Global Payroll – China New Country Extension for Global Payroll – Thailand Increase Flexibility Needed to Managing a Developing Workforce PeopleSoft HCM 9.1 Time & Labor Improvements • Integration with Oracle Workforce Scheduling • Adoption of PeopleSoft’s Robust Approval Framework for Approvals and Delegations • Provide Time Reporting Codes to Enhance Mass Time Reporting • Import/Export Rules via an Online Tool • Greater Synchronization and Integration Between HCM and Financials with Full Project ChartField Integrations Improve Workforce Productivity Increase User Satisfaction PeopleSoft HCM 9.1 Absence Management Enhancements SUN MON 1 TUE 2 WED 3 THU FRI SAT 4 5 6 Start Time 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 • Absence Management Integration with Oracle Workforce Scheduling • Administer the Start and End Time in: – Absence Event Entry* – Absence Employee and Manager Self Service* • PDF and Document Attachments End Time 28 29 30 31 *Using Oracle Workforce Scheduling Reduce Administrative Overhead Associated with Managing Absences PeopleSoft HCM 9.1 Integration to Oracle Workforce Scheduling Time & Labor • Send Employees’ Schedule Preferences and Reported Time • Receive Employees’ Optimized Schedule Absence Management • Enable Absence Start and End Time Entry • Share Absence Information Between Systems Bi-Directional and Near Real-Time Integration Reduces Employee Downtime & Scheduling Conflicts PeopleSoft HCM 9.1 Oracle Capability Web 2.0 Comprehensive Integrated Policies and Practices Profiles Recruiting Performance Learning Development Compensation Develop Continuously Identify Opportunities Connect Performance Unified Context Aware User Experience Wikis Blogs Forums Chats Documents Content Collaborative Space Employee 2.0 Maximize Productivity Eliminate Context Shifts Connect People Improved Productivity PeopleSoft Enterprise Portal PeopleSoft Enterprise Talent Management Leveraging Web 2.0 Tomorrow’s Web 2.0 Work Environment Marc, a New Hire, logs in to his main portal page, which contains all his important business links. Marc then checks out the content on his group’s Collaborative Workspace. RSS Feeds (Really Simple Syndications) allows Marc to stay up to date on latest content and news. Marc can use his Discussion Forum to collaborate on company topics with co-workers. Charles accepts the Chat Invitation and welcomes Marc to the group. Marc then decides to start an Instant Message Chat Session with his new boss, Charles. Current look and feel New look with PeopleTools 8.5 Left nav menu Is hidden unless moused over Tagged objects show actionable information No flashing “processing” in the upper right Type ahead searching Modal search windows New grid with scrolling, locked Columns… Modal expandable grid Related content PeopleSoft 9.1 Release Progression Develop Roadmap Candidate List Validate Candidate List Requirements From: • User Groups • Industry Strategy • Global Strategy • Support • Market Factors Refine Candidate List & Estimates Finalize Release Plan Design Validation Groups • PeopleSoft Customer Advisory Boards • PeopleSoft Strategy Councils Planned Release Timeline Post Updates of Integrations, Dashboards, and Web Services PeopleSoft Release 9.1 and PeopleTools 8.50 Target Rollout In Progress Coding Current and Emerging Trends….. Will Continue to Influence HR’s Transformation to… A Strategic Business Partner and Trusted Advisor