pps/hrms replacement · pdf filepps/hrms replacement project ... • human resources ......
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CITI PPS/HRMS Replacement Project
January 27, 2012
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Presentation Outline
• General • PPS Project Name Rebranding • Shared Services Delivery Model • Time Reporting System (TRS) • Biweekly Pay Transition • Technical Analysis and Design • Open Issues
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General
• UCLA PMO Status
• PeopleSoft Payroll/HR system
• Planned go-live January 2013
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PPS Name Rebranding
• System-wide contest held to rebrand/rename project
• UCPath (UC Payroll, Academic Personnel, Time Reporting, and HR) selected and approved by Executive Sponsors
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Shared Services Delivery Model Update
• Scope of Services
• Organization of Work
• Customer Channels
• Customer Service Differentiation
• Pending Issues
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Service Center Pending Issues
• Finalization of scope of services
• Location of Service Center
• Governance model
• Performance measures
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Time Reporting System (TRS) Update
• Presently, UCLA has multiple time & attendance solutions – 64% employees covered by various time & attendance systems
– 36% employees use manual process and need to move to a system solution
• Interim system solution is the Time Reporting System (TRS) – Developed by UC Irvine for higher education
– Provides electronic exception reporting and approvals
• Goal to transition employees in two waves: – 1st Wave volunteers – 74 campus departments and UCOP to transition by 2/1/12
– 2nd Wave all other departments requiring transition by 4/1/12
– Faculty (if required) by 1/1/13
• Training for 1st Wave transition began 1/9/12 • Communication regarding 2nd Wave implementation is forthcoming
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• The new environment will require proposing:
– All employees to be on standard pay cycles • Exempt – Monthly • Nonexempt – Biweekly • All Med Center employees to remain biweekly
• UCOP notice to the Unions issued 1/6/12
• UCLA notice to Deans, Directors, Chairs and Administrative Officers issued 1/24/12
• UCOP and UCLA Labor Relations/Payroll developing a process for timely implementation of the biweekly conversion
• Target transition date for represented employees is April 1, 2012 (subject to collective bargaining)
Biweekly Pay Transition Update
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Data Conversion
Approach
Data Conversion Strategy Data Conversion Plan Data Conversion Mapping • Data Cleansing and Verification • Design, Build and Test Data
Conversion Programs
Scope
• Personal Data • Job Data • Benefits Data • Payroll Data • Absence Data • Commitment Accounting Data • Payroll Balances * • Commitment Accounting
Balances *
* Not required if there is a beginning of year go-live
Notes
• Campus is responsible for legacy data clean-up; level of effort is not yet known
• Position data, including budgeting and organizational structure do not exist
• Only two years of job history will be converted
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System Integration
Approach
Future State Enterprise Integration Map Interface Strategy Interface Scope and Plan • Business Requirements • Functional and Technical Design • Build and Test Interfaces
Scope • 1042 Reporting • 1099 Reporting • Accounts Payable • At Your Service * • Banks • Benefits * • Budget • Corporate Personnel * • Deductions • Effort Reporting • Financial Systems • Human Resources • Identity Management • Learning Management • Post Audit Notification • Parking • Payroll / Personnel System • Reporting
Notes
• 1,003 UC integration points reduced to 584 and then rationalized (replace, subsume, retire) to 165 interfaces
• Plan is to build one version of common interfaces; campus must then modify their system to utilize the generic interface
• UCLA estimates about 40 tier 1 interfaces and 35 tier 2 (data warehouse) interfaces; level of effort is not yet known
• Roster • Student Information Systems • Senior Leadership Information * • SSN Verification • Staffing • Time Reporting • Title • Travel • Union * • UPay Tables
* UCOP only
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Data Warehouse
Approach
Current PPS to DW interfaces Current campus DW
architectures PPS tables used for current DW
interfaces • Mapping and requirements for
future DW interface • Architecture and design of
future DW interfaces
Scope
• 185 out of 263 PPS Tables
• Abeyance, Balances, Benefits, Dependents, Distributions (+ History), Employee Information (+ History), Employee Profile, Financial Aid, Furlough, Job (+ History), Leave (+ History), Payroll (+ History), Pending Premium, Post Audit Notification, Reference Tables, Retroactive and Work Study
Notes
• Plan is to provide an operational data store (ODS) of PeopleSoft data; campus is responsible for extract, transformation and load of data into their data warehouse
• Campus is also responsible for modifying DW queries, reports, downloads and sub-systems that may be impacted by data model changes – level of effort is not yet known
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Identity Management
Approach
Identity Management integration strategy
Identity Management integration architecture
• Design, build and test Identity Management integration
Scope
• Federated access management from campus locations to web applications deployed for the HCM project
• Interfaces between campus locations and HCM applications for download and upload of identity data
• Provisioning to local campus systems was requested but is not in scope
Notes
• Campus can consume identity updates in near real time or batch downloads; campus is responsible for HCM integration
• Requirement to perform account matching for UCLA before creating PeopleSoft person record is a gap
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• Coordination between UCOP and UCLA PM Offices
• Communication/Change Management
• Understanding and definition of new processes and procedures
• Ability of UCLA to realize process savings
Open Issues
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Questions?