<Insert Picture Here>
PeopleSoft HCM 9.0: Release Highlights
Rob Lowry
Sr. Sales Consultant
January 17, 2007/NorCal OAUG 2007 Training Day
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
• What’s New in PeopleSoft HCM 9.0
• Where to Find Additional Information
PeopleSoft HCM 9.0 Themes
Enterprise-Wide
Talent
Management
Addressing the “Aging
& Retiring
Workforce” and
Becoming an
“Employer of Choice”
Extended Value
with Standardized,
Innovative
Technology
Improved Governance
& Compliance to
Lower Risk
Lean Business
Processes
Enabling New Markets
and New Companies
with Global Human
Resources, Payroll,
and Benefits
Superior Ownership Experience
Reducing Costs While Improving HR Service, Globally
PeopleSoft HCM 9.0
“Focus on Workforce Optimization”
Enterprise-Wide Talent Management
Addressing the “Aging & Retiring Workforce” and
Becoming an “Employer of Choice”
Theme Highlights
 Profile Management
 Enterprise Learning Management
 eDevelopment
 ePerformance
Theme Solution
 Learning Management
 Workforce Scheduling
 Workforce Planning
 Services Procurement
ePerformance
eDevelopment
Candidate Gateway Talent Acquisition Manager
Workforce Rewards Workforce Scorecard
Theme Value
 Ensure the organization’s success and longevity
 Maintain competitive edge by proactively responding to market changes
 Recruit, hire and retain the best talent in the marketplace
The Talent Life Cycle
Talent
Planning
Measure
and Report
Recruiting
Succession
Planning
Performance
Management
Learning &
Development
Compensation
Career Planning
New! Profile Management
The foundation for establishing consistent, standard yet
flexible attributes for the purpose of…
•
•
•
•
•
•
Defining
Recruiting
Measuring
Developing
Advancing
and Rewarding
…your talent
Recruiting Solutions Enhancements
• Configurable Offer Letters
• Online Contact Management
• Automatic contact notes generated by interview and offer
letter
• Add Notes at any phase during the recruiting process
• Enhanced timezone support
• OFCCP
ePerformance Enhancements
• View learning within the context of a performance
evaluation
• Link to learning system to recommend new courses
• Flexible Approvals and Delegations
• Printable, Configurable Performance Document
• Document cloning
• Roll content forward between review periods
• Use same review criteria for multiple individuals
Performance Document
Enterprise Learning Management 9.0
• Certification and Compliance
•
•
•
•
Nested certifications
Configurable expirations
Waivers, equivalencies
Program requirement push
• Enhanced integration with PeopleSoft HCM
• Fully supports Person Model and Multiple Jobs
• Enhanced EIP Processing and Error Handling
• Profile Management, ePerformance
• Usability Improvements (Learner, Manager,
Administrator)
• Disconnected Learning – Certified Integration with
Backweb
Extended Value with Standardized,
Innovative Technology
Improved Governance & Compliance to Lower Risk
Theme Highlights
 XML Publisher Adoption
 Approvals and Delegation Framework
 Change Impact Analyzer
Theme Solution
• HCM Warehouse Portal
• All Self Service Apps
• Workforce Planning
EPM (Workforce Analytics)
Help Desk for HR
Fusion Middleware
Workforce Rewards Workforce Scorecard
Theme Value
 Make decisions with the right data at your fingertips
 Increase compliance and reduce risk
 Make HR a strategic partner within the organization
New! Introducing XML Publisher
Document Management Made Easy!
How XML Publisher Works
• Leverages XML Technology to tag data elements
• Deployable to end users to create their own reports
• Uses security to ensure data is accessible to authorized users
How You Can Use XML Publisher
• Create reports using standard desktop publishing tools
• Microsoft Office
• Microsoft Excel
• Adobe Acrobat
• Create your Business Documents as repeatable forms and reports
• Printed certificates, authorizations, etc
Extract Once – Publish Multiple Times
Employee Data
Finance
EFT
Excel
HR
HTML
XML Publisher
CEO
PDF
XML
Government
XSL
Different Templates
For different output formats
XML
Employees
Approvals and Delegation Framework
• Common Approvals Framework for most Transactions
• Common Delegation Framework
• Workflow-driven delegation
• Defined period of time or open-ended
• Proxy Management
• Full Delegation Administration
• Manage delegations
• Review and Revoke
Approval and Delegations Framework
Online Configuration
Change Impact Analyzer
• The Problem:
• Customers asked for a better way to manage fixes and patches
• Oracle needed to provide more robust guidance for testing
• The Solution:
• PeopleSoft Change Impact Analyzer (PSCIA)
• How:
• Identifies application impact
• Highlights business processes requiring testing
• Displays navigation paths affected by a patch
• Generic tools (Java app) support multiple versions of PeopleTools as
far back as PT8.20 (8.1x) and 8.4x
Change Impact Analyzer
An Administrator’s View
Select a Change Package
Select
Objects
Select
Rules
Mass Update
•
•
•
•
•
Company wide compensation increase
Department transfers
Job code changes
Labor Agreement changes
Reorganizations
Improved! Mass Update
• Make data changes to a large group of employees
• Improved performance through multi-threaded
processing
• New Preview step for data validation
• Improvements in user experience
• Expanded data availability
• RESET Button
Person Management Enhancements
• ERN Delete
• Full support for Person Model
• Delete specific portions of an employee record rather than
entire employment record
• Person of Interest Payees
• Allow certain POIs to receive benefits and/or pay
• Online I-9 Processing
• Includes employee- and employer-driven workflow
• Allows for full documentation and storage of I-9 information
Person Management Enhancements (cont)
• Contract Enhancements for Contingent Workers
• Track and Associate at contract or task/subcontract level
• Workforce Job Summary
• Full Job Summary for Employees and Contingent Workers
• Document Badges and Security Clearances (USF)
• Temporal-Item Tracking
• Store and track date-sensitive items, such as badges, permits,
etc
• Hire Contingent Workers as US Federal Employees
Benefits Solutions
Base Benefits
• New Plan Type Support
• Long-term care, Wellness, Legal and Health Spending Plans
• Flexible Premium Options & Calculations
• Formula-based calculations
• Split premiums by tax classes for employees and employers
• Enhanced Plan Management
• Hardship withdrawal management available for all savings
plans
• Flexible limit processing for contributory plans
Benefits Solutions (cont)
eBenefits
• Enhanced enrollment process
• Optional Certification of eligible Dependents and elections
Benefits Administration
• Dependent Management
• Allow over-age dependents to remain in a plan
• Plan Management
• Movement between plans is now allowed while maintaining
covered dependents and coverage codes
Principles of Time & Pay
Greater Control
Increased
Flexibility
Deeper
Visibility
Heightened
compliance and
product
integration.
Delivered processes
to enable
operational
success.
Meaningful data
insight.
Greater Control
Streamlined Product Integration
Absence
Management
Payroll
Time & Labor
Greater Control
Decision Support and Action
• Data Reconciliation
• Delivered Reports and Notifications highlight data conflicts
• Online filters for data matching
• Links to take action on issues
• Ability to Re-Process Time
• Re-process by employee or pay group
• Global Payroll Data Archive Template
• Archive historical data (i.e. Calculation, Banking and GL
Results)
Increased Flexibility
Effective Data Management
• T&L/Payroll Data Filters
• Select by Employee, Group or Earnings
• Create Separate Checks
• Delivered Reversal Functionality
• Select if data can be re-processed or cancelled
• Status codes and data sent back to Time & Labor
• On-Demand / Off-Cycle Processing
• Delivered, configurable dashboard for processing off-cycle
request
• Global Payroll Trigger and Packaging Enhancements
• U.S. Garnishment Functionality
• Delivered, rule-driven garnishment module
Deeper Visibility
Single Timesheet for Absence and Time Data
• Employees Can:
• View absence data and worked time in one place.
• Enter and adjust absences on timesheet.
• Check absence rules on the timesheet.
• Managers Can:
• View full time summary, including planned and reported time
• Approve a single timesheet for T&L and Absence data
• Time Administrators Can:
• Provide real-time visibility in Time & Labor for all time events
• Ensure that Payable Time reflects the correct cost
Deeper Visibility
Automated Form Management
• PDF Version of pay check and deposit advice
• Provides same format for printed and electronic versions
• Allows for printing on a single page with YTD amounts on all
self-service checks, not just the current one
• Provides configurable availability date for self-service viewing
• Delivers administrator view of paycheck
• PDF Version of Year End Forms
• Provides ability to consent to electronic delivery
• Provides ability to print forms in legally required format
• Forms include:
• W-2 / W-2C / W-2AS / W-2GU / W-2VI (for US)
• T4 / T4A (for Canada)
Lean Business Processes
Enabling New Markets and New Companies with
Global Human Resources, Payroll, and Benefits
Theme Highlights
 SmartHire
 Person Model Enhancements
 On-line I9 Processing
Theme Solution
•
•
•
•
•
Human Resources
Benefits Administration
eBenefits
ePay
Pension Administration
Payroll (Global/NA)
Oracle Incentive Compensation
Time & LaborAbsence Management
eCompensation
eCompensation Manager Desktop
eProfile
eProfile Manager Desktop
Stock Administration
Workforce Scheduling
Theme Value
 Grow easily into new regions and markets
 Ensure accuracy and productivity at all levels
 Increase employee satisfaction and morale (reduce turnover)
New! Smart Hire
• Create and Deploy Configurable Hiring Templates
•
•
•
•
Default and hide all common fields to reduce and accelerate entry
Include required, optional and custom fields
Eliminate complexity: hiring can be performed via eProfile Manager
Enable workflow for hiring approvals
• Supports Person Model and Labor Agreements
• Leverage Search/Match to avoid duplicate records
Smart Hire: Setup*
Smart Hire: Configure*
Smart Hire: Deploy*
Improved! Mass Update
• Make data changes to a large group of employees
• Improved performance through multi-threaded
processing
• New Preview step for data validation
• Improvements in user experience
• Expanded data availability
• RESET Button
Mass Update Definition
Preview
Key New Features/Functions in HCM 9.0
NEW FUNCTIONALITY
 Workforce Management
NEW ENABLERS
 XML Publisher
 Enhanced Integration for Time/Pay,
enhancements
and Talent Management
 SmartHire
 Approvals and Delegation Framework
 Mass Update
 Profile Management
 Recruitment letter
 I-9 Processing
 Industry Enhancements for
Military & Gov’t/Public Sector
 Global Payroll enhancements
People
Process
Tech
Enterprise Release 9
  
Extend Value
Using Next
Generation
Technology
Deliver
Best-in-Class
Business
Processes
Drive
Superior
Ownership
Experience
Where to Find Additional Information
The following documents detailing HCM 9.0 have been
posted to Customer Connection:
• Statement of Direction
• Release Value Proposition
• PreRelease Notes