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PS HR 9.0 UpgradePS HR 9.0 UpgradePayroll Preparer Meeting

February 28, 2008

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Upgrade PlanUpgrade Plan

Upgrading PS from 8.3 to 9.0 From stand-alone into combined database

with Student Administration Upgrade presentation at Annual PeopleSoft

Higher Education Users Group forum Patches & Fixes Continue to work w/ SA as modules are

implemented

3

Why upgrade?Why upgrade?

Keep vendor support current with PS Combine HR and SA in one database Utilize a common development tool set for

OIT to better support all PS applications Improved security features Cohesive look among all PS applications

(Finance and Human Resources)

4

What is different/same?What is different/same?

Navigation changes (see Chart) Person Model Pages remain the same

Exception – Personal Data Corrected current production issues (Change

PAR, Reports, COLA/Merit, Leave) HR keeps all existing functionality Reports remain the same

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EfficienciesEfficiencies

Improved database performance (reports, processes)

Change PAR – resolved several issues (Retirement, Department report, better organization)

Created/modified reports (Vacant Positions w/ new data, Change PAR)

Flexibility to add and modify Leave Plans Technical changes to improve efficiency and ability

to modify programs in the future Auto populate data entry based on defaults Plan to Eliminate Notice of Separation form

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Data IntegrationData Integration

HR and SA Integration Committee Pre Go-live meetings for integration

points/business processes Continue to meet throughout SA Implementation

to test new modules w/ HR processes HR and SA are combined sharing data

elements Personal data (name, address, phone, etc.)

Search Match

7

Person ModelPerson Model

An Organizational Relationship is how a person is related to UMBC as represented in the database

The person keeps the same ID throughout the system (HR or SA)

The ability to track a person without having to create a JOB record

Person Types Employee Contingent Worker Person Of Interest (Campus Solutions, Other/HR)

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Testing PlanTesting Plan

4 Database Passes Testing Includes

Full Cycle Testing – New hire through distribution Full Volume – Time Entry, Leave, Payroll, Distribution Unique Scenarios Non-standard Processing – Leap year, Grad Asst.,

COLA/Merit, etc. Reports and Queries End User Testing Electronic Interface File Transfer testing

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New Features New Features Customize LayoutCustomize Layout

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New Features New Features Customize LayoutCustomize Layout

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New Features New Features Customize LayoutCustomize Layout

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New Features New Features Customize LayoutCustomize Layout

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New Features New Features Customize LayoutCustomize Layout

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New Features New Features Add FavoritesAdd Favorites

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New Features New Features Add FavoritesAdd Favorites

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New Features New Features Add FavoritesAdd Favorites

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Just in Time TrainingJust in Time Training

Updated Documentation w/new navigation and screen shots

Lunch and Learn Session Payroll Preparer Status Updates (Oct., Feb.)

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ANOTHER Go-Live!!! ALL USERS OUT OF THE SYSTEM –

April 16th through April 20th

Tentative Calendar – Revisions will be communicated

Go-Live ScheduleGo-Live Schedule

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What’s NextWhat’s Next

Patches & Fixes Continue to work w/ SA as modules are

implemented Upgrade presentation at Annual PeopleSoft

Higher Education Users Group forum Continuous Improvement

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Search MatchSearch MatchWhich Elvis works at UMBC?Which Elvis works at UMBC?

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Search Match ResultsSearch Match Results

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CommitmentAccounting

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Questions