PeopleSoft 9.1 HCM Roadmap –
Tips & Tricks To Help You Navigate Your Way To Success
Ravi Kiran
April 21st, 2011
Hexaware Overview: Key Facts
Toronto
174
Active Clients served worldwide
(Dec’10)
Chicago
Brussels
Boston
London
Paris
San Jose
Frankfurt
Delivery
in Mumbai, Chennai, Nagpur, Pune,
Newcenters
Jersey
Atlanta
Dubai
Mexico, Bangalore, New
Jersey Mumbai
Nagpur
Pune
Mexico
Chennai
Bengaluru
Proximity Center
Delivery Center
Sales Office
Employees globally (Dec’10)
Million dollar clients (Dec’10)
32
Offices worldwide
Bangkok
Singapore
6511
50
Tokyo
Sydney
Industry Recognitions
• The Green Edge Award 2010 for using IT to maximize business impact.
• Leaders category for The 2010 Global Outsourcing 100 by IAOP
• Ranked N0: 18 in the NASSCOM’s Top 20 IT Service Providers India
(2009-2010)
Golden
Peacock Award
• Top 100 Innovative service Provider by Global Services
231.2
$ mn Revenues in CY ’10
Certifications
CMMI Level 5, ISO 27001, PCIDSS
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• CIO 100 Ingenious Award
• Best Employers for five consecutive years (2005 – 2009)
• Markie Award in the Marketing Visionary category, 2010
• Ranked amongst the 500 best performing Mid-sized Companies in India
by Inc.India for outstanding ingenuity and determination shown during the
toughest of the economic times.
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Your Presenter
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9.1 Features
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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User Experience to New level
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PS HCM 9.1 – Payroll Features
Country Extensions
Global Payroll extensions for
• China
• Argentina
• Thailand
Flexible Pay
• Configurable Retroactive Pay
• Flexible Contract Pay Enhancements with K-12 in mind
Integrations
• Real Time Budget Checking.
• Multi-Year Encumbrance.
• Greater Synchronization and Integration between HCM and Financials
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PS HCM 9.1 – Payroll Features
• Increased the size of monetary fields for balance tables and reports.
• The maximum balance amount that can be stored in the system has been
increased.
• Previous: $99,999,999.99 (8.2)
• Current: $99,999,999,999.99 (11.2)
• Expanded fields on the Paysheet so that you can have
• up to 99 separate check numbers
• up to 99,999 page numbers
• up to 999 line numbers
• Increased Array size in copybooks (PSCEARRY, PSCEFLSA,
PSCRFERY,PSCTMERY, PSPDEDLA)
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PS HCM 9.1 – Payroll Features
• Enhancements to the Load Pay sheets process enables you to Add multiple
source codes for ‘Other’ Source Type
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PS HCM 9.1 – Payroll Features
• Source will be displayed in Online Paysheet and Paycheck pages
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PS HCM 9.1 – Payroll Features
• New page to Activate or Inactivate the Paysheet transactions online
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PS HCM 9.1 – Payroll Features
RETROACTIVE PAY
• Enhanced Retroactive Pay (Retro Pay) system to provide more functionality,
flexibility and control.
• Provide a new configurable, user-defined Trigger Table.
• Retro on Retro feature (ability to see prior paid retro).
• Links to the Paycheck from the Retro Pay Calculation Results page.
• Improved the Retro Reports and selection Criteria.
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PS HCM 9.1 – Payroll Features
• New page to specify the fields that create a retro request
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PS HCM 9.1 – Payroll Features
• New page to define a retro pay trigger program with two sets of triggers
• Job Record
• Additional Pay record
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PS HCM 9.1 – Payroll Features
• Review retro pay requests and the triggers that created the requests.
• If the process request flag is Not Processed, Action Required, or Suspended,
you can also use this page to manually cancel the request.
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PS HCM 9.1 – ePerformance Features
• Business Objects Management
• Simplified ePerformance Document Creation Processes.
• Additional Document Configuration Options.
• Support for File Attachments.
• Electronic Document Sign-off.
• Document Archival Template.
• Targeted Performance Notes.
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
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PS HCM 9.1 – ePerformance Features
•
Ability to create ad-hoc individual performance documents based on the
following:
•
•
By Manager ID is a new option that allows you to specify the Manager ID
By Employee ID is a new option that allows you to specify an individual
employee.
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PS HCM 9.1 – ePerformance Features
•
Allows additional employee data to be defined on a document template:
•
•
Available header content includes Employee ID, Department ID etc.
You can define unique header content for various document types that can also
be based upon the role of the document user.
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PS HCM 9.1 – ePerformance Features
•
Display Evaluator Names in Manager Documents.
•
Users elect whether to display participant evaluator names in the manager’s
version of a performance document, providing managers with a quick overview of
all participants in the evaluation process.
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PS HCM 9.1 – ePerformance Features
•
New eSignature section that enables employees and managers to signoff
electronically.
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PS HCM 9.1 – ePerformance Features
•
Organizations can select from six queries to define documents to archive.
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PS HCM 9.1 – ePerformance Features
•
Targeted Performance Notes.
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PS HCM 9.1 – Profile Management
• Automatically maintain and manage profile group types.
• Searching and Comparing Profiles.
• Printable Page icon
• Summary of Changes Page
• Submit Button for Saved only changes
• New integration for Termination of Profiles
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PS HCM 9.1 – Profile Management
•
Search and Compare Profiles.
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PS HCM 9.1 – Profile Management
•
Printable Page Icon.
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PS HCM 9.1 – Profile Management
•
•
Summary of
Changes Page.
Submit
Button
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PS HCM 9.1 – Recruiting Solution Features
Integrations
Online Job
Offers
Screening and
Questionnaire
Enhancements
Better Usability
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Microsoft
Outlook
Calendar
PeopleSoft
Profile
Manager
PeopleSoft
Services
Procurement
Candidates View &
Accept Job offers via
Candidate Portal
Knock-out
Questions
Improvements for
Both Candidates
and Resources
Default
Question Sets
Print Job
Openings and
Resumes
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PS HCM 9.1 – Career Planning Features
Employee and Manager Self Service Access
Personalized Resume to apply for Job Openings
New Graphical Views for Career Paths
Integrations
• Enterprise Learning Management.
• ePerformance.
• Profile Manager
• Recruiting Solutions
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PS HCM 9.1 – Succession Planning Features
Enhancements
• Create Succession plans for Job Codes and People, not just for Key Positions anymore.
• Integration with Profile Manager to support matching, ranking and skill gap identification.
• Real-time visualisation of incumbents, successors and relevant profile data.
New Features
• Ability to search internal and external candidate pools.
• “9-Box” (rating boxes/grid)
• Self-service Succession 360 degrees Graphical View with Drag/Drop Capabilities
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PS HCM 9.1 – Succession Planning Features
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Requirements & Scope
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Requirements
•
•
Upgrade PeopleSoft HCM version 8.9 to 9.1
Modules included are,
–
–
–
–
–
–
–
–
–
Core HR
Benefits
North American Payroll
eProfile and eProfile Manager Desktop
eBenefits
ePay
ePerformance
eCompensation
eForms (Bolt on Module)
•
PeopleTools Upgrade from version 8.49 to 8.50
•
Enhanced functionality in version 9.1
•
Functional and technical enhancements
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Scope Inclusion
•
•
•
•
•
•
•
•
•
•
Perform AS-IS study of HCM 8.9
Conduct Business Fit/Gap during Assessment Phase
Conduct Workshops on PeopleSoft 9.1 functionalities for current modules.
Assist in Keep/Drop Decisions.
Retro Fit the customizations identified
Perform Data Scrambling in development environments
Prepare and Perform Unit Test cases and Integration Test cases
Provide Support for User Acceptance Testing
Provide DBA Support for Upgrade
Perform Go-Live and Post Go Live Support for 2 weeks
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Scope Exclusion
•
Database Installation & Database Upgrade
•
Third Party Applications
•
Custom Data Migration
•
Data Cleansing
•
UAT Test cases preparations
•
Fixing Issues/Bugs originating in delivered code from Oracle’s PeopleSoft
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Upgrade Process
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Peoplesoft HCM 9.1 Upgrade Methodology
Planning &
Strategy
Go- Live Upgraded
System
User Acceptance
Testing
Clean up
Initial Move
Training
Fit/Gap
Prototyping
Testing
Keep/Drop
Decision
Retrofit
Customizations
Test Moves
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Upgrade Approach
Technical Upgrade
Initial Upgrade
Upgrade
Oracle
Database
HCM 8.9 – 9.1
Iterative
Test
Moves
Training
Strategy &
Planning
Analysis
Customization/Configuration
Design
Assessment
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Setup Development
& Process Change
Upgrade (Initial Move)
SIT /UAT
Parallel
Go –
No
Go
Go
Live
Support &
Hand Over
Unit
Testing
Training & Testing
On going
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Project Milestones (23 Weeks)
22 Mar 10
Study/
Initiation
Phase
16 Apr 10
Initial Pass
Start
19 Apr 10
07 Jun 10
Development
Phase
HIT
04 Jun 11
18 Jun 10
21 Jun 10
SIT
05 Jul 10
02 Aug 10
10 Aug 10
13 Aug 10
UAT &
Parallel
Go Live
Planning
Go Live
Support
09 Aug 10
13 Aug 10
02 July 10
30 Jul 10
27 Aug 10
End
Onsite
Onsite
Offshore
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Program & Project Management
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Program and Project Management
Project Steering Committee
Hexaware
Project Director
Monthly
Customer
Project Director
Weekly
Project Lead
Project Manager
Daily
Functional
consultant
Technical
Consultant
Upgrade
Specialist
Business
Analysts
DBA
Key Users
Customer onsite Team
Project Manager
Functional
consultant
Upgrade
Specialist
Technical
Consultant
DBA
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Onsite
Offshore
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Responsibility Matrix (Sample)
Hexaware
Customer
Assessment Phase
Activity
PM
Functional Study
R
Customization Study
R
Environment Study
R
Security Study
R
Database Study
R
Business Fit/Gap
R
Project Planning
P
TC
FC
UL
TC
P
P
FC
P (100%)
P
PA (50%)
P 100%)
P
P
P
P
P (50%)
PA (50%) P (100%)
P
P
P
DBA
P (50%)
P (100%) P (100%)
P (50%)
P 100%)
Note – The following abbreviations are used in the responsibility matrix documented for every phase.
PM
Project Manager
P
Performs Work
TC
Technical Consultant
PA
Participate
UL
Upgrade Specialist
R
Responsible
FC
Functional Consultant
DBA
Database Administrator
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Upgrade Experience
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Challenges and Benefits
Challenges
Benefits
• Retrofitting Custom eForms module which was
interacting with multiple 3rd Party applications
• One of the first customer on PeopleSoft HCM
9.1, thereby ensuring of support for the
foreseeable future
• AJAX feature of 9.1 did not work for old browsers.
Were unable to update the browsers on Stores as
they were running on applications which were
compatible with the browser version
• Server names hard coded at multiple places in the
programs
• Availability of Payroll users due to weekly payroll
processing. They were only available for 2 days in
the week
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• The Payroll processing times came down by
40% due to the new architecture
• Use of the latest features / functionality available
in the product
• XML feature used to generate Total Rewards
Statement, a saving of 50K annually.
• XML feature for generating PDF paychecks and
PDF W2’s
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Thank You
Presenter : Ravi Kiran
(ravikirany@hexaware.com)
© 2009 Hexaware Technologies Limited. All rights reserved. For internal circulation only. Neither this publication nor any
part of it may be reproduced, stored in a retrieval system or transmitted in any form or in any means, electronic,
mechanical, photocopying, recording or otherwise, without prior permission of Hexaware Technologies Limited.
Published by Corporate Marketing & Communications
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www.hexaware.com
Our Core Competencies & Focus Areas
BFSI
Travel &
Transportation
Enterprise
Solutions
QATS
© Hexaware Technologies. All rights reserved.
•
•
•
•
Core banking – Core Retail Banking, Leasing, Cards, and Payments processing
Capital Markets - Asset Management, Reference Data, Enterprise Data Mgmt
Insurance – Life and Non-life around Policy admin, Claims, and Analytics
Compliance and Risk Management – Counterparty risk models, Stress testing
models, and Basel III compliance roadmap
•
Core expertise in critical applications like e-ticketing, passenger reservations,
cargo handling, crew scheduling & aircraft maintenance, Bar Coded Boarding
Passes
Expertise in IBM/UNISYS Mainframe, Open Systems and Web Technologies and
specialized skills in TPF, ALCS, TIP, USAS , MAPPER
•
•
•
•
•
One stop ERP provider : Oracle, SAP, PeopleSoft, Siebel
Alliances with Oracle-PeopleSoft, SAP
Specialized in HRMS, Financials, CRM, Supply Chain
Shared Services Support
•
Comprehensive set of solutions – Consulting and Governance, ERP testing
accelerators, Automated and Manual testing, TCoEs, CloudTesting, OneSource
Strategic alliance with HP , Micro Focus, IBM, Oracle, Validata and SOASTA
HP award: “BTO Implementation Partner of the Year” in 2006, 2008 & 2009
•
•
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Next-Gen Growth Areas
•
Healthcare &
Lifesciences
•
•
•
Business
Intelligence/ Analysis
•
•
•
Infrastructure
Management Services
Business Process
Outsourcing
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•
•
•
•
Innovative, automated solutions/services with specialization in Regulatory
Compliance (HIPAA 4010 to 5010, ICD-9 to ICD-10) and Testing
Expertise in Pharma Analytics (Market Research Services and Managed Care
Services) and Payer Analytics
End-to-end Integrated Claims Management services
Rated leading BI vendor and among the top Business Intelligence Vendors in North
America and off shoring Vendors in Europe by Gartner
Consulting, Implementation, Maintenance, Upgrade, Analytics, Integrated Data
Factory
Accelerators , Frameworks , Processes and Templates through Innovation
24/7 End User Services, World Class Tier III Datacenter, Global NOC & Global SOC
dedicated to Infrastructure Services
Expertise Spanning Entire IT Infrastructure Lifecycle
Wholly owned BPO arm - Caliber Point Business Solutions
Recognized as ‘Emerging global HRO leader’
Proven processes and delivery capability in Shared Service Center Setup and
Execution, Transaction Processing for complex processes, Transition Management
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Product Partnerships and Strategic Alliances
Product Partnerships
Worldwide Platinum
Partnership
Gold Certified Partnership
Global Managed Services
Provider (MSP) agreement
Mainframe, Integration &
Web Technologies Partner
Strategic Alliances
Services Partner
Data Warehousing Partner
Testing Services with a new
cloud-based solution
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Banking Solutions Partner
Integration Partner – Test
Factory services for banks
Data Warehousing Partner
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Financials: Key Performance Indicators
Annual revenues (FY 2010): USD 231.2
Days Sales Outstanding (DSO) at 59 days
Revenues in Q4 2010: USD 65 mn
Net Worth at Rs. 10,546 mn ( Rs 68 per share)
Growth in Q4 2010: 11.5% sequential
Cash & Cash Equivalents: Rs 32 per share
Profitable and generating cash every quarter
Net Cash $103.8m
Solid Liquidity / Robust Financials: Net Cash & Cash
Equivalents (Sep’ 10) : Rs. 4,641 mn ($ 103.8 mn)
174 active clients
Shareholder
Percentage
Promoter
28.42%
FIIs/ADR/GDR
44.54%
50 million dollar clients
6% New Business
General Atlantic
Chrys Capital
Fidelity International
14.55%
9.86%
8.94%
94% Repeat Business
Corporate/DII
Indicative of the high customer satisfaction levels
14.50%
Strategic Investors, General Atlantic & Chrys Capital, are
represented on Hexaware Board of Directors
Two of the big four auditors, Deloitte, Haskins & Sells (statutory auditor) and KPMG (internal auditor)
50 % of the Board committee comprises of independent directors heading major committees.
Ranked third among 30 surveyed for adopting best corporate governance practices by medium sized family managed public
limited companies
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Our DNA to your Success
Our Organizational Traits
Right sized, Management Attention, Consultative Approach, Flexible to the
Customer Requirements, Result-oriented
Our Core Competency
Experience in managing multiyear multi-technology engagements and
currently manage mission-critical applications offshore for over 20 clients
Our Key Differentiators
Integrated Technology Outsourcing Solutions
IP based mature Global Delivery Model
Our Robust backbone
World-class Infrastructure, SEI CMMi Level 5 Quality
Our Best Practices
Knowledge Transfer & Responsibility Transfer Methodologies, Track Record of
Excellence in Service Delivery
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Click to edit Master title style
Thank You
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www.hexaware.com