peoplesoft 9.1 hcm roadmap tips & tricks to help you navigate your way to success

PeopleSoft 9.1 HCM Roadmap –Tips & Tricks To Help You Navigate Your Way To Success

Ravi KiranApril 21st, 2011

2© Hexaware Technologies. All rights reserved.

Proximity CenterDelivery CenterSales Office

Singapore

Sydney

TokyoMumbai

PuneChennai Bangkok

Frankfurt

London

Paris

Brussels

DubaiSan Jose

Chicago

Toronto

Boston

New JerseyAtlanta

MexicoBengaluru

Nagpur

• 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)

• Top 100 Innovative service Provider by Global Services

• 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.

Hexaware Overview: Key Facts

6511 Employees globally (Dec’10)

50Million dollar clients (Dec’10)

32Offices worldwide

174Active Clients served worldwide

(Dec’10)

231.2$ mn Revenues in CY ’10

Delivery centers in Mumbai, Chennai, Nagpur, Pune, Mexico, Bangalore, New Jersey

Industry Recognitions

Golden Peacock Award

CertificationsCMMI Level 5, ISO 27001, PCIDSS


Your Presenter


9.1 Features


User Experience to New level


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



• 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)



• Enhancements to the Load Pay sheets process enables you to Add multiple source codes for ‘Other’ Source Type



• Source will be displayed in Online Paysheet and Paycheck pages



• New page to Activate or Inactivate the Paysheet transactions online



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.



• New page to specify the fields that create a retro request



• New page to define a retro pay trigger program with two sets of triggers

• Job Record• Additional Pay record



• 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.


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.



• 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.



• 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.



• 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.



• New eSignature section that enables employees and managers to signoff electronically.



• Organizations can select from six queries to define documents to archive.



• Targeted Performance Notes.


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



• Search and Compare Profiles.



• Printable Page Icon.



• Summary of Changes Page.

• Submit Button


PS HCM 9.1 – Recruiting Solution Features

IntegrationsMicrosoft Outlook Calendar

PeopleSoft Profile Manager

PeopleSoft Services Procurement

Online Job Offers

Candidates View & Accept Job offers via Candidate Portal

Screening and Questionnaire Enhancements

Knock-out Questions

Default Question Sets

Better UsabilityImprovements for Both Candidates and Resources

Print Job Openings and Resumes


PS HCM 9.1 – Career Planning Features

Employee and Manager Self Service Access

New Graphical Views for Career Paths

Integrations

• Enterprise Learning Management.

• ePerformance.

• Profile Manager

• Recruiting Solutions

Personalized Resume to apply for Job Openings


PS HCM 9.1 – Succession Planning Features

Enhancements

New Features

• 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.

• Ability to search internal and external candidate pools.

• “9-Box” (rating boxes/grid)

• Self-service Succession 360 degrees Graphical View with Drag/Drop Capabilities


PS HCM 9.1 – Succession Planning Features


Requirements & Scope


• 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

Requirements


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


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


Upgrade Process


Peoplesoft HCM 9.1 Upgrade Methodology

Planning & Strategy

Clean up

Initial Move

Fit/GapPrototyping

Keep/Drop Decision

Go- Live Upgraded System

User Acceptance

Testing

Training

Testing

Retrofit Customizations

Test Moves


On going

Support &

Hand Over

Training & Testing

Technical Upgrade

Assessment

Customization/Configuration

Training

Upgrade (Initial Move)

Design

Initial Upgrade

Setup Development & Process Change

Unit Testing

Upgrade Oracle Database HCM 8.9 – 9.1

Iterative Test Moves

AnalysisStrategy & Planning

SIT /UAT

ParallelGo Live

Go – No Go

Upgrade Approach


Project Milestones (23 Weeks)

Study/Initiation

Phase

DevelopmentPhase HIT SIT

UAT & Parallel

Go Live Support

Start

End

22 Mar 10

16 Apr 10

19 Apr 10

07 Jun 10

21 Jun 10

05 Jul 10

18 Jun 10

04 Jun 11

02 July 10

30 Jul 10

Init

ial

Pass

05 Apr

10

07 May 10

Go Live Planning

02 Aug 10

09 Aug 10

10 Aug 10

13 Aug 10

27 Aug 10

Onsite Onsite

Offshore

13 Aug 10


Program & Project Management


Program and Project Management

Project Steering Committee

Hexaware Project Director

Customer Project Director

Project LeadProject

Manager

Technical Consultant

Upgrade Specialist

Business Analysts

DBA Key UsersFunctional consultant

Project Manager

Upgrade Specialist

Functional consultant

DBATechnical

Consultant

Monthly

Weekly

Daily

Onsite

Offshore

Customer onsite Team


Hexaware Customer

Assessment Phase

Activity PM TC FC UL TC FC DBA

Functional Study R PP

(100%)

Customization Study R P PPA

(50%)P 100%)

Environment Study R P P (50%)

Security Study R P P PPA

(50%)P

(100%)

Database Study R P P (50%)

Business Fit/Gap R P PP

(100%)P

(100%)

Project Planning P P (50%) P 100%)

PM Project Manager P Performs Work

TC Technical Consultant PA Participate

UL Upgrade Specialist R Responsible

FC Functional Consultant DBA Database Administrator

Note – The following abbreviations are used in the responsibility matrix documented for every phase.

Responsibility Matrix (Sample)


Upgrade Experience


Challenges Benefits

• Retrofitting Custom eForms module which was interacting with multiple 3rd Party applications

• 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

•One of the first customer on PeopleSoft HCM 9.1, thereby ensuring of support for the foreseeable future

•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

Challenges and Benefits

53© Hexaware Technologies. All rights reserved. www.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

Thank YouPresenter : Ravi Kiran ([email protected])


Our Core Competencies & Focus Areas

Enterprise Solutions

Travel & Transportation

BFSI

QATS

• 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

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• 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


Infrastructure Management Services

Business Intelligence/ Analysis

Healthcare & Lifesciences

Next-Gen Growth Areas

Business Process Outsourcing

• Innovative, automated solutions/services with specialization in Regulatory Compliance (HIPAA 4010 to 5010, ICD-9 to ICD-10) and Testing

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• 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


Product Partnerships and Strategic Alliances

Worldwide Platinum Partnership

Gold Certified Partnership

Global Managed Services Provider (MSP) agreement

Mainframe, Integration & Web Technologies Partner

Services Partner Data Warehousing Partner

Banking Solutions Partner Integration Partner – Test Factory services for banks

Testing Services with a new cloud-based solution

Data Warehousing Partner

Product Partnerships

Strategic Alliances


Annual revenues (FY 2010): USD 231.2

Revenues in Q4 2010: USD 65 mn

Growth in Q4 2010: 11.5% sequential

Profitable and generating cash every quarter Net Cash $103.8m

Financials: Key Performance Indicators

6% New Business

94% Repeat Business

Indicative of the high customer satisfaction levels

174 active clients

50 million dollar clients

Days Sales Outstanding (DSO) at 59 days

Net Worth at Rs. 10,546 mn ( Rs 68 per share)

Cash & Cash Equivalents: Rs 32 per share

Solid Liquidity / Robust Financials: Net Cash & Cash Equivalents (Sep’ 10) : Rs. 4,641 mn ($ 103.8 mn)

Shareholder Percentage

Promoter 28.42%

FIIs/ADR/GDR General AtlanticChrys CapitalFidelity International

44.54% 14.55%9.86%8.94%

Corporate/DII 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


Our DNA to your Success

Our Organizational TraitsRight sized, Management Attention, Consultative Approach, Flexible to the Customer Requirements, Result-oriented

Our Core CompetencyExperience in managing multiyear multi-technology engagements and currently manage mission-critical applications offshore for over 20 clients

Our Key DifferentiatorsIntegrated Technology Outsourcing SolutionsIP based mature Global Delivery Model

Our Robust backboneWorld-class Infrastructure, SEI CMMi Level 5 Quality

Our Best PracticesKnowledge Transfer & Responsibility Transfer Methodologies, Track Record of Excellence in Service Delivery

peoplesoft 9.1 hcm roadmap tips & tricks to help you navigate your way to success

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