jde & peoplesoft 3 | antionette leuthard | peoplesoft human capital management vision and...
TRANSCRIPT
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<Insert Picture Here>
PeopleSoft Human Capital Management Roadmap
Feature Packs and 9.2
Antoinette Leuthard
Director APAC, Product Management & Strategy - HCM
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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
Safe Harbor Statement
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should not be relied upon in making
purchasing decision. The development,
release, and timing of any features or
functionality described for Oracle’s products
remains at the sole discretion of Oracle.
© 2010 Oracle Corporation – Proprietary and Confidential
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What is the Oracle &
PeopleSoft HCM
Strategy?11
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Strategy?
What is Oracle’s
recommendation for
customers?22
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What is the PeopleSoft HCM Strategy?
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PeopleSoft Investment StrategyDesign Principles
LLOWER OWER TCOTCOPPRODUCTIVITYRODUCTIVITYSSIMPLICITYIMPLICITY
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PeopleSoft Investment StrategyDeliver Timely Additive Solutions Value That Are Easy To Adopt
STRATEGY
• Add Capabilities to Current Release
• Annual PeopleTools Releases
• ~3 Year Major
OBJECTIVES
• Continue Delivery of Value Add Capabilities
• Provide Capabilities More Frequently
• Adopt Capabilities
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8.528.51
• ~3 Year Major Release Cycle
• Adopt Capabilities without Upgrading
Feature Pack
Feature Pack
8.50
9.1
PeopleTools
Applications
8.53
9.2
8.558.54
Feature Pack
Feature Pack
8.56
9.3
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PeopleSoft Investment StrategyDeliver Timely Additive Solutions Value That Are Easy To Adopt
• Delivery Vehicle of Additive Enhancements
• Roll-up of Previously Delivered Enhancements and Updates
• One Feature Pack Planned per Pillar Each Year
• Delivered via Existing Bundle or Maintenance Pack Mechanism
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• Re-Cut CD and Recertify Upgrades and Integrations at Feature
Pack Completion
8.528.51
Feature Pack
Feature Pack
8.50
9.1
PeopleTools
Applications
8.53
9.2
8.558.54
Feature Pack
Feature Pack
8.56
9.3
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PeopleSoft Investment StrategyFeature Packs
Delivery Vehicle
BundlesPeriodic maintenance postings that include
updates, fixes, and security alerts
Bundles Maintenance Pack
Maintenance PackAggregation of last 2 bundles
Bundles Maintenance Pack
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Feature Pack9.1Application Release
Feature PackRoll-up of enhancements and maintenance
previously delivered via bundles and maintenance packs; re-cut CD and
recertification of upgrades and integrations
EnhancementsNew capabilities that are planned to be included in bundles and maintenance packs; making them available before
aggregation into a feature pack
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PeopleSoft HCM Customer Advisory Boards
• Purpose: Validate future roadmap choices with the customer community
• Two CABs: HCM and Global HCM
• Customers from various industries, countries and all sizes
• Over 50 customer members
Based on Customer FeedbackCustomer Engagement for Better Releases
10© 2010 Oracle Corporation – Proprietary and Confidential
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Human Capital Management - Get Involved!!! Global Special Interest Users Groups (SIGs)
PeopleSoft & JD Edwards
• Benefits SIG
• ELM SIG
Oracle E-Business Suite
• Time & Expense SIG
• Tutor & UPK SIG PeopleSoft & Oracle
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• ePerformance SIG
• JDE HCM SIG
• Payroll for N.A. SIG
• Recruiting SIG
• Staffing SIG
• Global HCM SIG
• Australia/New Zealand SIG
• Tutor & UPK SIG PeopleSoft & Oracle E-Business Suite
• Global HCM SIG (formerly GPUG)
PeopleSoft
• HCM SIG
© 2010 Oracle Corporation – Proprietary and Confidential
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PeopleSoft HCM Feature Packs and 9.2 Key Concepts
Intuitive Usability• Workcenters and Dashboards
• Web 2.0 User Experience• Process Re-definition
Strengthened Self Service Experience
12© 2010 Oracle Corporation – Proprietary and Confidential
Comprehensive Capabilities• Expansion of Global functionality
• Deepen Product Capabilities
• Fusion Application Interoperability
Strengthened Self Service Experience• Organization Visualization
• Paycheck Modeling• Life Events
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PeopleSoft HCM Feature Packs and 9.2 Key Concepts
Intuitive Usability• Workcenters and Dashboards
• Web 2.0 User Experience• Process Re-definition
Strengthened Self Service Experience
13© 2010 Oracle Corporation – Proprietary and Confidential
Comprehensive Capabilities• Expansion of Global functionality
• Deepen Product Capabilities
• Fusion Application Interoperability
Strengthened Self Service Experience• Organization Visualization
• Paycheck Modeling• Life Events
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• Clear view of the business process
– Process wizards, and streamlined navigation
– Expanded template-based transactions
• Summary information at a glance,
– Role-based dashboards give users creating focus on high priority tasks
Intuitive UsabilityUser-friendly, Personalized, Customer-driven
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– Role-based dashboards give users creating focus on high priority tasks
and improving efficiency
– Process-focused Workcenters provide a single point of entry, relevant
alerts and meaningful metrics for major business processes
• Tailored to fit each organization’s unique needs
– Configuration and personalization options allow user experience to be
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Intuitive Usability Talent Summary for Managers
User-friendly graphical displays
Employee data summary
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Single view of summary talent data
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Intuitive Usability Manager Dashboard Easy access to alerts and
approvals
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Key employee data at a glance
Quick links for easy navigation
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Configurable “One Stop Shop” Role-based Work Center
Prioritize Work Queues and Alerts
In Focus Transaction
Intuitive Usability Complete Time Management Tasks with Time & Labor Workcenter
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Links to Key Menu Items and
Transactions
Embedded Analytics
Access to Reporting Capabilities and
Analytics
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To-Do lists
Learning Quick Search
Role-based Navigation
Browse Pagelets
Intuitive Usability Everything for Learning in a Dashboard in ELM
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Announcements
Learning Calendar View
© 2010 Oracle Corporation – Proprietary and Confidential
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Navigation linksNew candidates for job
openings
Recruiter Alerts
Intuitive Usability Recruiting Dashboard for Recruiters, Recruiting Mgrs & Managers
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Center pagelets access Job 360 and Applicant 360
Today’s activities
Recruiter Metrics
© 2010 Oracle Corporation – Proprietary and Confidential
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Funnel view shows applicants in each hiring phase
Intuitive Usability Improvements for Recruiters, Recruiting Mgrs & Managers
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Action icons reduce clicks needed to disposition candidates
Available actions based on candidate’s current disposition
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1. Report Time and Apply Rules
2. Review Exceptions
3. Review payable time
Intuitive Usability BEFORE – Time & Labor Cumbersome Process with Multiple Pages
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3. Review payable time “Online Estimates”
4. Run Time Administration to generate payable time to
load for payroll
© 2010 Oracle Corporation – Proprietary and Confidential
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Intuitive UsabilityAFTER – Time & Labor Improved User Experience
Data accessible in ONE STEP and viewable on Timesheet
without navigating to 4 different pages
22© 2010 Oracle Corporation – Proprietary and Confidential
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2) Attach resume
1) Select Job to apply for
3) Use scroll bar at right to begin completing application
Intuitive Usability BEFORE – Candidate Gateway Multiple Page Processing
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4) Enter Preferences
5) Enter Qualifications and Referrals
6) Save Application
7) Submit Application© 2010 Oracle Corporation – Proprietary and Confidential
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Intuitive Usability AFTER – Candidate Gateway Multiple Page Processing
Configurable “Train Stop” Process Flow
Visual Indicators of Process
Progression
Nested Process Steps
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Save, Exit, Return Later for Self-Paced
Processes
Consolidation of Multiple pages in a Single Process Flow
Intuitive Navigation Through Process
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PeopleSoft HCM Feature Packs and 9.2 Key Concepts
Intuitive Usability• Workcenters and Dashboards
• Web 2.0 User Experience• Process Re-definition
Strengthened Self Service Experience
25© 2010 Oracle Corporation – Proprietary and Confidential
Comprehensive Capabilities• Expansion of Global functionality
• Deepen Product Capabilities
• Fusion Application Interoperability
Strengthened Self Service Experience• Organization Visualization
• Paycheck Modeling• Life Events
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• Reduce administrative costs
– Streamlined navigation, efficient process flows and direct links to
related transactions increase productivity by reducing steps required to
complete tasks
– Ensure regulatory compliance with standardized processes
• Empower employees
Strengthened Self-Service ExperienceSimple, Efficient, Role-Based
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• Empower employees
– Complete transactions without administrative assistance
– Increase employee satisfaction by reducing required system training
and providing more control over their experience
• Make informed decisions
– Provide employees and managers with appropriate references to
without leaving the current page
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Quick Search for Google-like Search
Detailed Profile Information Configurable Hierarchical
Relationships by Access Type
Strengthened Self Service ExperienceOrganization Visualization within Core HR
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Navigation Wheel to Traverse Organizational
Structure
Actionable LinksConfigurable
Display Information
© 2010 Oracle Corporation – Proprietary and Confidential
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Strengthened Self Service ExperienceOrganization Viewer V2: Matrix Reporting and Much More
View Matrix Reporting Structures
List View
Manager View Containing Secure Information
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Reporting Structures
Additional Actionable Links
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Strengthened Self Service Experience Paycheck Modeling with Payroll North America and ePay
Easy guided process
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Employee acknowledged terms and agreements
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Strengthened Self Service Experience Paycheck Modeling with Payroll North America and ePay
Visually Guided Process
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Graphical Display of Paycheck Components
Drill into Paycheck Calculations
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Strengthened Self Service Experience Life Events with Benefits Administration and eBenefits
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Employee selects their life event change
© 2010 Oracle Corporation – Proprietary and Confidential
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Strengthened Self Service Experience Life Events with Benefits Administration and eBenefits
32© 2010 Oracle Corporation – Proprietary and Confidential
New Activity Guides for complex business processes
Text is configurable depending on the event
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Embedded Help
33© 2010 Oracle Corporation – Proprietary and Confidential
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Strengthened Self Service ExperienceBEFORE - HelpDesk for Human Resources Employee Self Service
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Strengthened Self Service ExperienceAFTER - HelpDesk for Human Resources Employee Self Service
Visibility for Known Issues
Prominent SES Search
Click to Chat with Agent
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Quick Access to Employee
HR Information
Issues
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PeopleSoft HCM Feature Packs and 9.2 Key Concepts
Intuitive Usability• Workcenters and Dashboards
• Web 2.0 User Experience• Process Re-definition
Strengthened Self Service Experience
36© 2010 Oracle Corporation – Proprietary and Confidential
Comprehensive Capabilities• Expansion of Global functionality
• Deepen Product Capabilities
• Fusion Application Interoperability
Strengthened Self Service Experience• Organization Visualization
• Paycheck Modeling• Life Events
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• Streamlined compliant business practices
– Delivered integrations to support unique global, industry and regulatory
requirements
– Flexible configurable business processes to eliminate customizations
and reduce TCO
• Encourage collaboration and simplify routine tasks
Comprehensive CapabilitiesInnovative, Configurable, Interconnected
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– Combine the best of desktop and Web 2.0 tools in dashboards,
workcenters
– New and updated business transactions to foster increased employee
engagement
• Adoption of new functionality
– Delivered interoperability with Fusion applications
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PeopleSoft ELM – SCORM 2004Announcement
• ELM 9.1 supports SCORM
2004, 4th edition
• Posted and Available July 22,
2011
• Earlier versions of SCORM and
AICC are still supported
• All elements of the specification Load C
ontent
Meta
data
SCORM Content
Aggregation Model
- Metadata
- Sequencing
- Navigation
IMS Manifest Package
(XML)
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• All elements of the specification
are supported
• Early Adopter Program for the
SCORM 2004 feature is
available
Aggregation Model
SCORM Run-Time
EnvironmentSCORM-Conformant Content (SCO)
ELM (LMS)
Track
Launch
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Human Resources
• Send Person, Job, and Competency information
Time and Labor
•
Comprehensive CapabilitiesClairvia Integration with PeopleSoft HR and Time & Labor
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• Send Reported Time
• Send Payable Time
• Send Leave Balances
• Receive Employees’ Optimized Schedule
© 2010 Oracle Corporation – Proprietary and Confidential
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Forms and Approval Builder• Business Analyst Configurable Forms with Approvals• Available with Common Components 9.1
1. Design the form 2. Add Attachments
4. Publish to the Main Menu
Quick and Easy to Create and Deploy
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.40
3. Assign Approvers
4. Publish to the Main Menu
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Forms and Approval Builder
2. Read and Upload Attachments
3. Submit for Approval
Easy to Use
1. Enter Details
Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.41
3. Submit for Approval
• Paperless Office • Audit Trail
Increases Efficiency
• Immediate Availability of Approvals
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Discussions
Collaborative
Comprehensive CapabilitiesSocial Learning with Enterprise Learning Management
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Blogs
Tagging
Tag Clouds
Collaborative Workspaces
© 2010 Oracle Corporation – Proprietary and Confidential
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Comprehensive CapabilitiesMeaningful Total Rewards Statement
Print-Friendly XMLP
Statement
Data Import from External
Sources
Configurable Charting
43© 2010 Oracle Corporation – Proprietary and Confidential
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Comprehensive CapabilitiesReduce Customizations with Promote to Pay
Only Needed
Guided Process
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Visual Change Indicators
Only Needed Information Provided
Reduce Clicks for Promotion from 19 to 8
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Configure View By
Configure remaining time reporting fields
Comprehensive CapabilitiesIncreased Flexibility with Time & Labor
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Configure Timesheet Information
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Comprehensive CapabilitiesDesktop Integration with Absence Management
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Request and track Absence using an intuitive user
interface
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360º Payroll Monitoring Access
Payroll Automation using Alerts and Notifications
Embedded Analytics
Comprehensive CapabilitiesComplete Monitoring Tools with Global Payroll
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Notifications
Actionable Data
Analysis using Related Content
Data Mining and Analysis
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Comprehensive CapabilitiesReal-time Dashboards for HR HelpDesk Agent and Manager
Embedded Analytics
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Switch View By Value
Switch ViWhat are the Top
Solutions?
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PeopleSoft Roadmap…and some content highlights
PeopleSoft HCM 9.1 Feature Pack• Company Directory &Actionable Org Charting
• Workforce Scheduling for Healthcare• Talent Management 9.1 Integration
to HCM 9.0 & 8.9
PeopleSoft HCM 9.1 Feature Pack• Matrix Org Charting
• Total Compensation Statement• Employee and Manager Self Service
• SCORM 2004PeopleSoft HCM 9.2
• Time and Labor Manager Workcenter
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• SCORM 2004• eVerify Compliance
• Time and Labor Manager Workcenter• Paycheck Modeling
• Life Events• Social Learning
• Candidate Gateway Usability• Reconfigured Time Reporting
• Multi-period Evaluations
Oracle Fusion 11g
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What is Oracle’s recommendation for
5050
recommendation for customers?
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v Now that Fusion Applications are in the mix, what should be my
next step ?
Fusion 1.0?
ExtendedSupport?
Upgrade?
Early Adopter?
On Premise? On Demand?
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Complete Choice
Hosted SaaSOn Premise
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Software Management
Software License
Infrastructure Management
Customer
Customer
Customer
PartnerOracle
PartnerOracle
PartnerOracle
Customer
PartnerOracle
PartnerOracle
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Complete ChoiceChoose Your Next Steps
Continue on Your Current PathContinue on Your Current Path•• Upgrade to the latest releaseUpgrade to the latest release
of your existing Oracle Applications portfolioof your existing Oracle Applications portfolio
Continue on Your Current PathContinue on Your Current Path•• Upgrade to the latest releaseUpgrade to the latest release
of your existing Oracle Applications portfolioof your existing Oracle Applications portfolio
Adopt a CoAdopt a Co--Existence StrategyExistence StrategyAdopt a CoAdopt a Co--Existence StrategyExistence Strategy
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Adopt a CoAdopt a Co--Existence StrategyExistence Strategy•• Add new Fusion Applications modules or pillarsAdd new Fusion Applications modules or pillars
to your existing Oracle Applications portfolioto your existing Oracle Applications portfolio
Adopt a CoAdopt a Co--Existence StrategyExistence Strategy•• Add new Fusion Applications modules or pillarsAdd new Fusion Applications modules or pillars
to your existing Oracle Applications portfolioto your existing Oracle Applications portfolio
Embrace the Complete SuiteEmbrace the Complete Suite•• Deploy the comprehensive suite ofDeploy the comprehensive suite of
Fusion Applications productsFusion Applications products
Embrace the Complete SuiteEmbrace the Complete Suite•• Deploy the comprehensive suite ofDeploy the comprehensive suite of
Fusion Applications productsFusion Applications products
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8.0 SP1 (12/ 00 – 3/07)
8.3 (Nov 2001 – Mar 2008)
8.9 (Dec 2004 – Dec 2009) Extended Ends by Dec 2012
8.8 (Dec 2002 – Dec 2007) Extended Ends by Dec 2011
Sustaining
Sustaining
Sustaining
Sustaining
2007 2008 2011 2012 2013 20142009 2015 2016 20172010
Planning for Your UpgradesExtended Maintenance and Support
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Ends by Dec 2012
9.0 (Dec 2006 – Dec 2011) Extended Ends by Dec 2014
8.9 ANZ (Sep 2005 – Sep 2010) Extended Ends by Sep 2013
© 2008 Oracle Corporation – Proprietary and Confidential
9.1 (Sept 2009 – Sept 2014) Extended Ends by Sept 2017
9.1 Feature Packs (no change to support)
Sustaining
Sustaining
Sustaining
9.2 (no release date set)
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PeopleSoft 9.1Adoption
Customer Activity# of Unique Customers Logging Cases
4.3xAdoption Rate of
9.1 v. 9.0
800
1000
12009.1 v. 9.0 Customer Count Over Time
9.1 9.0
Release 9.1 customer activity as of December 2010
# of Unique Customers Logging Cases
9.1 v. 9.0
0
200
400
600
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
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• Plexus
• HCM Upgrade from 9.0
• Navistar
• HCM Upgrade from 8.9
• ABN Amro Bank
• Absence Management 9.1
• TargoBank
• HCM and ELM Upgrade from 9.0
• Diesel
• HCM Upgrade from 9.0
• Grünenthal Pharmaceutical
• Net-New Deployment
PeopleSoft 9.1Adoption
Plexus
ABM AmroBank
Navistar GrünenthalPharmaceutical
Diesel
Targobank
• HCM Upgrade from 8.9
• Banca Monte dei Paschi di Siena
• Net-New Deployment
• Papa John’s
• HCM and CRM Upgrade from 9.0
• Nationwide Insurance
• HCM and CRM Upgrade from 8.9
• Net-New Deployment
• Sime Darby Group
• New Talent Management Deployment
Navistar
Banca Montedei Paschidi Siena
Papa John’s
Pharmaceutical
NationwideInsurance
Sime DarbyGroup
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Fusion Talent Management On Demand
Works With EBS, PSFT, JDE and Other HCM Systems
Co-Exist With Fusion HCMExtend the Value of Your Existing Applications Portfolio
It’s critical that we make the right promotion and assignment decisions.
Manager
Employee
HCMHCM
Fusion Talent Management Fusion Talent Management
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How can I build my reputation and network
at work?
Employee
HR Professional
I need to be able to compare employees on
different dimensions.
Fusion Talent Management Fusion Talent Management On Demand
• Workforce Directory Management
• Network @ Work
• Talent Review
• Compensation Management
• Performance Management
• Goal Management
© 2010 Oracle Corporation – Proprietary and Confidential
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Oracle Fusion Human Capital Management
Oracle Fusion Human Capital Management Complete, Integrated, Best-In-Class HCM Processes
Performance & Goal Mgmt
Talent ReviewPayroll & Benefits
Global Human Resources
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Compensation ManagementNetwork at Work
Workforce Lifecycle Mgr
Workforce Predictions
Workforce Directory Management
HCM Foundation and Profile
Oracle Confidential 7
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PeopleSoft_Info Read the PeopleSoft Apps Strategy Blog PeopleSoft on
Information PortalHosted & Mobile
PeopleBooks
Doc Home Pages and Enterprise Integration
Point Maps
Learn MorePeopleSoft Information Development Resources
PeopleSoft_Info Read the PeopleSoft Apps Strategy Blog PeopleSoft on
click icons for more information
Transfer of Information (TOIs)
Cumulative Feature Overview & Upgrade
Resource Report Tools
Business Process Maps & Entity Relationship
Diagrams
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Questions and Answers
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