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PeopleSoft HCM 9.0 and BeyondTerence P. O’BrienConsulting Senior Practice Director | Oracle ConsultingNovember 30th, 2007 – Southern New England User Group

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

• Introductions • HCM Market Business Drivers• HCM 9.0 Value Drivers & Release

Highlights• Why Upgrade? Assumptions & Business Value

• Where to Find Additional Information

Introductions

• Presenter - Terence O’Brien• Oracle Consulting• 10 Years PeopleSoft Experience• Presented 9 years ago at NY Metro RUG

• Audience • Open world? Impressions?• Companies, Industries represented?• Releases in production? Oldest? Newest?• Interests today?• Fusion?

• Interactive Session• Questions welcome

Agenda

• Introductions • HCM Market Business Drivers • HCM 9.0 Value Drivers & Release

Highlights• Why Upgrade? Assumptions & Business Value• Where to Find Additional Information

Market and Value DriversMarket Drivers Key Processes Value Drivers

Aging, Shrinking Workforce

Talent Management

Attract, hire and retain the best peopleThe right person in the right jobHigh employee moraleBecome the “employer of choice”Leverage the contingent workforce

Increase Organizational

Value Integration, Workflow

HR Intelligence, Workforce Analytics

Single source of truthKey contributor to financial resultsAnalyze key metricsLeverage latest technology and methodsEliminate manual efforts and streamline processes

Simplify HR/PR setup and maintenance Enhance service offerings; empower employees

Lower costs; anticipate changeStandardize HR policies

HR and the Boardroom

Global HR, Payroll and Benefits, Self Service

Workforce Administration

Boost productivityLower cost of service deliveryStreamline complicated processesAlign with best practices

GlobalizationShared Services

Organizational Structure,Process Flows

How PeopleSoft HCM Can Help

Aging, Shrinking Workforce• Learning Management ePerformance eDevelopment Services Procurement• Workforce Scheduling Candidate Gateway Talent Acquisition Manager• Workforce Planning Workforce Rewards Workforce Scorecard

HR and the Boardroom• Human Resources Payroll (Global/NA) Oracle Incentive Compensation• Benefits Administration Time & Labor Absence Management• eBenefits eCompensation eCompensation Manager Desktop• ePay eProfile eProfile Manager Desktop• Pension Administration Stock Administration Workforce Scheduling

Increase Organizational Value• HCM Warehouse Portal EPM (Workforce Analytics)• All Self Service Apps Help Desk for HR Fusion Middleware• Workforce Planning Workforce Rewards Workforce Scorecard

Globalization• Approvals & Delegation Fusion Middleware Best Practices & Metrics • Collaboration Tools User Experience Setup & Productivity Tools• Shared Services Consulting Services Business Process Redesign

PeopleSoft 9.0The Extended Value Release

PeopleSoft 9.0 Enables…A Superior

Ownership ExperienceBest-in-Class

Business Processes

Release 9.0 ThemesRelease 9.0 Themes

Extended Value Through Technology

Agenda



PeopleSoft HCM 9.0 Value Drivers

Manage TalentEnterprise-Wide

Streamline Business

Processes

Extend the Value of Your

Investment

HCM 9.0

• Highly configurable applications

• Increased Compliance

• Lower TCO

• Organizational empowerment

• Deep product integration• Increased visibility to key

data

• Ensure organizational success• Maintain a competitive edge• Recruit, hire and retain top talent



Streamline Business

Processes


Investment

HCM 9.0

•Organizational empowerment •Deep product integration•Increased visibility to key data

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

Heightened compliance and

product integration.

Increased Flexibility

Delivered processes to enable

operational success.

Deeper Visibility

Meaningful data insight.

Greater ControlStreamlined Product Integration

Absence Management

Payroll Time & Labor

Greater ControlDecision 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 FlexibilityEffective 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 VisibilitySingle 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 VisibilityAutomated 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)

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


•Highly configurable applications

•Increased Compliance•Lower TCOHCM 9.0


Streamline Business

Processes


Investment

New! Introducing XML PublisherDocument 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

HR

CEO

Finance

XML

EFT

Employees

XML

Government

Excel

HTML

PDF

XML Publisher

XSL

Different TemplatesFor different output formats

XML PublisherMoving From This…

XML PublisherTo These…

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

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


Manage Talent Enterprise-Wide

HCM 9.0

Streamline Business

Processes


Investment

•Ensure organizational success•Maintain a competitive edge•Recruit, hire and retain top talent

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“Nothing is as important as identifying, training, and holding onto talented people” – Jack Welch

“We don’t hire commanding officers, we grow commanding officers.” – Captain Thomas Broderick, U.S. Navy

Talent Management:A set of business practices that

manage the planning, acquisition, development, retention and

advancement of talent in order to achieve business goals and optimize

performance.

The Talent Life Cycle

Talent Planning

Career Planning

Learning & DevelopmentCompensation

Measure and Report

SuccessionPlanning

Recruiting

Performance Management

Profile Management

• Defining

• Recruiting

• Measuring

• Developing

• Advancing

• and Rewarding

… Your Talent

Profiles in Practice Manufacturer Goes Global

• Consider Organizational StrategyOpening plants in Eastern Europe, Africa, Southeast Asia

• Identify Critical RolesNeed managers, technical specialists in untraditional locations

• Create Model Job ProfilesIdentify common skill requirements, consider cultural differences: hard skills, language, local behaviors

• Leverage Profiles to Build Talent Pool Recruit local talent with confidence Move willing talent whose skills will transfer Create international mentoring opportunities for rising stars

• Plan for Future NeedsCreate local training program tailored to model profiles

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

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

Agenda



Upgrade Strategy

The Business Value of HCM 9.0and

Making the Case

What’s in a Business Case, typically…

Business BlueprintA high-level explanation of the expected impact to people, processes, and systems

Financial ModelCosts, benefits and assumptions

Implementation RoadmapA high-level plan identifying activities, timing and levels of effort

Business Blueprint…Planning Considerations

• Application Functionality• Technology Enhancements• Operational Considerations• Support Horizon

Appropriate Upgrade Path• Applications Unlimited• Fusion Applications

Upgrade Approach• Onsite• Solution Center (Lab)• Hybrid

Key New Features/Functions in HCM 9.0NEW FUNCTIONALITYWorkforce Management

enhancements

SmartHire

Mass Update

Profile Management

Recruitment letter

I-9 Processing

Industry Enhancements for

Military & Gov’t/Public Sector

Global Payroll enhancements

NEW ENABLERS• Document Generation -- XML

Publisher• Approvals and Delegation

Framework• Setup Manager• Excel to CI• Integration Broker enhancements• Pagelet Wizard enhancement to

support WSRP• Data Archive Manager• Change Impact Analyzer

People Process Tech

Creating the Financial Model

Financial Model MethodologyFinancial Model Methodology

Identify Benefit Areas

Identify Benefit Areas

List Potential Benefits

List Potential Benefits

Calculate Current

State

Calculate Current

State

Estimate Future State

Estimate Future State

Summarize Potential

Summarize Potential

• Include Costs and Assumptions• Think It Through• Look for Both Tangible and Intangible Benefits• Get Buy-in from All Stakeholders

What Kind of Benefits Can You Expect from Managing Talent Enterprise-Wide?

Higher quality products and servicesLower employee turnover rateLower hiring and training costsMore productive and skilled employeesReduced employee downtime during the on-boarding, transfer, and off-boarding processRevenue Growth from better customer retention

Benefit DescriptionBenefit Description

Expense, Productivity & Revenue Improvements

Increase in morale at all levels Reduced risk from outdated Information TechnologyImproved business flexibility through better leadership and planning

Other Improvements

Credibility, Investor Confidence

Risk

Employee Satisfaction

Business Business EnvironmentEnvironment

Profit or Constituent Services

Organizational Value

Operating Expenses

Sales / Services

Income Income StatementStatement

Employer of Choice

What Kind of Benefits Can You Expect from Streamlining HCM Business Processes?

Reduced compensation overpaymentsImproved HR staff and employee productivityImproved integration reduces custom IT costsReduce services and overhead costs & other operational costsReduce time to hire & reduced loss of organizational productivityFaster, better managerial decision-making at all levels



Improved employee morale

Improved business flexibility

Improved brand image

Other Improvements Credibility, Investor Confidence

Risk




Organizational Confidence

Operating Expenses

Sales / Services


HR Strategic Importance

What Kind of Benefits Can You Expect from Extending the Value of Your Investment?

Reduced operational costsImproved salary planning streamlines labor costsEliminate costs of multiple reporting systemsProactive, strategic decisions through dashboardsLower or eliminated penalties for non-compliance through workflow/dashboardsBetter leadership through workforce planning



Credibility, Investor Confidence

Risk




Improved Governance & Control

Operating Expenses

Sales / Services


Faster/better access to information enables managers to see trends, expand revenue or savings opportunities, and avoid risks

Other Improvements

Increased Shareholder

Value

What Kind of Benefits Can You Expect from SOE in HCM 9.0?

Reduced custom reporting costs through XML Publisher

Increased efficiency of document & reports management

Improved employee, HR staff, and manager productivity through improved approvals framework

Quicker implementation and setup turnaround with improved tools



Improved decision making with accurate support

Reduced risk with stricter approval controls

Other ImprovementsCredibility, Investor Confidence

Risk




UserConfidence

Compete More

Effectively

Operating Expenses

Sales / Services


Extended Maintenance and Support2008 2009 2012 2013 20142000-2006 2007 2010 2011 2015

8.0 SP1 (Dec 2000 –Mar 2007)

8.3 (Nov 2001 – Mar 2008)

8.9 (Dec 2004 – Dec 2010)Extended Support

(Dec.2010 – Dec 2012)

9.0 (Est. Dec 2006 – Dec 2012)Extended Support

(Est. Dec 2012 - Dec 2015)

First use of Fusion

Middleware

Individual Next-Gen

Applications

First Release Fusion Apps F U S I O N Applications

Lifetime Support

9.1 (no release date set)

8.8 (Dec 2002 – Dec 2008)Extended Support

(Dec.2008 – Dec. 2010)

8.9 ANZ (Sep 2005 – Sep 2011)Extended Support

(Sep 2011 – Sep 2013)

How Much

is This Worth?How Much How Much

is This Worth?is This Worth?

Defining the Implementation Roadmap

Example

Group A Implementation

Group B Implementation

Year 1 Year 2Year 1 Year 2Year 1 Year 2 Year 3 +Year 3 +Year 3 +

Measure Results

Program Kickoff

Solution Design Work Shops

Refine Business Case

Architecture Design and Planning

Communications and Training Plan ExecutionDevelop Training and Communications Plan

Design Implementation

Track Results

Continuous Improvement

Stabilize and Evaluate Next Steps

Oracle’s Applications StrategyApplications Unlimited For PeopleSoft Enterprise

Oracle’s plan to continue providing ongoing enhancements to current Oracle applications beyond the delivery of Oracle Fusion Applications

Applications Unlimited has NO impact on the targeted delivery dates for Oracle Fusion applications

Latest ReleaseLatest Release Next ReleaseNext Release

UnlimitedUnlimitedVersion 9.0Version 9.0 Version 9.1Version 9.1

FUSIONUnlimitedUnlimited

Continued Product ReleasesPeopleSoft Release 9.1

Focus of PeopleSoft Roadmap• Ongoing adoption of Fusion technology components• Integration to other Oracle products• New enhancements including ongoing legal and regulatory updates• Consideration for back-porting selective capabilities to prior releases which

have a supported migration path to FusionPeopleSoft Release 9.1 Timeline

2006 2007 2008

Solicit Feedback and Finalize PeopleSoft Release 9.1 Plan

PeopleSoft Release 9.1 Target GA

Post Updates of Integrations, Dashboards, and Web Services

Continued Product ReleasesPeopleSoft 9.1 Roadmap Progression

Develop Roadmap Candidate

List

Develop Roadmap Candidate

List

Validate Candidate

List

Validate Candidate

List

Refine Candidate

List & Estimates

Refine Candidate

List & Estimates

Finalize Release

Plan

Finalize Release

Plan

In Progress

DesignDesign CodingCoding

Requirements From:• User Groups• Industry Strategy• Global Strategy• Support• Market Factors

Validation Groups• PeopleSoft Customer

Advisory Boards• PeopleSoft Strategy

Councils

PeopleSoft 9.1 Timeline PeopleSoft Release 9.1and PeopleTools 8.50

Target Rollout

2007 2008

PeopleTools 8.49 GA Q2 2007

2009

Continued Product ReleasesPeopleSoft 9.1 Themes

PeopleSoft 9.1 Plans To Enable…Organizational Effectiveness

IntelligentBusiness Execution

Release 9.1 ThemesRelease 9.1 Themes

Flexibility

A Word About Fusion Applications

• The course for Fusion Applications has been set and it involves deeper delivery of the benefits in three key focus areas: better business insight, adaptive business processes, and superior ownership experience.

• Embed business intelligence, so that users can attain better business insight that is presented in the context of a workflow for decision making.

• Investment in a service-oriented architecture will eliminate the proverbial business/IT divide.

• Holistic approach to reducing your total cost of ownership —installation, patching, upgrading, maintenance, and end user productivity.

Where to Find Additional InformationThe following documents detailing HCM 9.0 have been

posted to Customer Connection:

• Statement of Direction• Release Value Proposition• PreRelease Notes

http://www4.peoplesoft.com/contdoc.nsf/0/A14BD6684B1EE5D8882571490000CCC3?OpenDocument

http://www4.peoplesoft.com/contdoc.nsf/0/1186CFB81794AF9A882571E7006AE9AA?OpenDocument

http://www4.peoplesoft.com/contdoc.nsf/0/7202EADC4BC0717D882571F80082DF9A?OpenDocument