Enhance Your HRIS User Experience Via Feature Packs

Consultant - Nicole Braun
Oracle OpenWorld 2013

About Emtec
“We are a dedicated team of highly-skilled consultants, engineers, deployment and
integration specialists committed to delivering world-class service to your
organization.”

Our offerings span the entire IT lifecycle:
– Consulting Services
– Cloud Technologies
– Packaged Applications – Application Outsourcing
– Cloud Computing 2 – Infrastructure Services

Agenda
Overview
Org Chart

Manager Dashboard
Talent Summary
9.2 Pivot Grids
Implementation Considerations
Questions

Feature Pack Overview
What is a feature pack?
•Delivered “off-cycle” between major releases
•Enable customers to adapt value add capabilities without waiting
for next major release
•Functionality provided to meet changing business needs
•Oracle’s PeopleSoft HCM 9.1 Feature Pack 2 is now available
and includes capabilities to help increase employee productivity
and effectively align investments in the workforce.

HCM Feature Pack 2
A Few of My Favorite Things…
•Increased Navigation Options
•Direct, Intuitive Navigation
•Enhanced User Experience
•Configurable Dashboard
•Easier Reporting

Org Chart Viewer – Navigation Home Screen Widget with Single Field Search •Easily and quickly access the Company Directory •Simple search capabilities .

Org Chart Viewer – Navigation Smart Navigation •Drill-down by employee through established relationships • Company Directory • Direct Reports • Matrix Reporting .

Org Chart Viewer – Navigation Key Navigation Features •One Click Multi-tab Navigation •Focus Node – highlighted in yellow •Org Chart Drill Down •Excel and Visio Exports •Execute MSS Actions •Navigate Matrix Teams .

Org Chart Viewer Types Type Features Company Directory • First appeared in 9.52 • Hierarchy can be derived from one of three options Direct Line Reports Matrix Reporting • • Manually Created • By Access Type • Via the Job Tree Builder: Tree Structure ID: MATRIX_BY_JOB Users must be a member of a matrix .52 • Hierarchy derived from the Direct Reports Configuration Manager • Users must have direct reports • New to 9.1 with PeopleTools release 8.1 with PeopleTools 8.1 with PeopleTools release 8.51 • Hierarchy derived from the Job Tree Builder: Tree Structure ID: COMPANY_DIRECTORY • Users can be any employee • New to 9.

Org Chart Layout My Profile •Configurable view •Companyrelated data leveraging •Personal information • Leverages data from employee self-service .

Org chart Layout Zoom 1 .

Org chart layout Zoom 2 .

Org chart layout Zoom 3 .

Org Chart layout Zoom 4 .

Org Chart Actions Overview •Directly execute a slew of actions direct from the Org Chart Directory .

Org Chart Actions Feature Pack 1 Self Service Menu Employee Self Service Actions Manager Self Service Actions Job and Personal Information • • • • • • • View Employee Personal Info Change Name Update Home/Mailing Address Update Emergency Contacts Update Marital Status Review Ethnicity Details View Personal HR Summary .

Org Chart Actions Feature Pack 2 Self Service Menu Employee Self Service Actions Time Management • • • • • • • • • • Request Absence View Absence Balances View Absence History Request Extended Absence View Extended Absence History Donate Leave Receive Donated Leave Return Unused Leave Terminate Participation in Program View Leave Transfer Request History Manager Self Service Actions • Request Absence • View Absence Balances • View Absence History .

Org Chart Actions Feature Pack 2 Self Service Menu Employee Self Service Actions Manager Self Service Actions Job and Personal Information • • • • • • • • • • • • • • View Personal Info Summary Update Home/Mailing Address Update Emergency Contacts Update Marital Status Change Name Review Ethnicity Details View Employee Personal Info Request Reporting Change Transfer Employee Promote Employee Request Location Change Change Full/Part Time Status Retire Employee Terminate Employee .

Org Chart Actions Feature Pack 2 Self Service Menu Compensation and Stock Benefits Employee Self Service Actions • View My Total Rewards • View Compensation History • View Stock Option Summary Manager Self Service Actions • View Benefits Summary • View Dependent and Beneficiary Info • N/A • Request Ad Hoc Salary Change • View Total Rewards • View Compensation History • View Employee Stock Option Summary .

Org Chart Actions Feature Pack 2 Self Service Menu Employee Self Service Actions Manager Self Service Actions Payroll • • • • • • • • • • • • • • • View Paycheck Maintain Direct Deposit Change W-4 Tax Information Maintain Voluntary Deductions Indicate W-2/W-2c Consent Indicate T4/T4A Consent View W-2/W-2c Forms View T4/T4A Slips Request W-2 Reissue View Payslip View Payslip UK Maintain Personal Bank Accounts Maintain Net Pay Distribution Update Year End Adjustment Data Japan N/A .

Org Chart Actions Feature Pack 2 Self Service Menu Development Performance Management Employee Self Service Actions Manager Self Service Actions • • • • • • • View Current Team Profiles • View Team Historical Profiles • View Team Interest Lists View My Current Profile View My Historical Profile View My Job Profiles View My Interest List Create My Performance Document Create My Development Document • Create My Performance Document • Create My Development Document .

Org Chart Actions Feature Pack 2 Self Service Menu Employee Self Service Actions Manager Self Service Actions Career Planning • View My Career Progression Chart • Manage Career Plans • View Career Progression Chart Succession Planning • N/A • Manage Succession Plans • View Succession 360 .

Transacting Simplified View Employee Personal/Job Information .

Transacting Simplified Promote Employee •Form Instructions •Security Notifications •Identify New Changes •Required Fields marked .

Transacting Simplified Working with Performance Documents .

Transacting Simplified Working with Performance Documents .

Matrix Teams Overview •Configurable Matrix structure reporting •Develop dual reporting structures •Access Matrix Teams from the Org Chart .

Matrix Teams Functionality •Configure access to execute manager self service actions for matrix mangers •Multiple hierarchy reporting options • Manually Build • By Access Type • Job Tree Builder .

Additional Functionality List View .

Additional Functionality Excel Export •Export direct and indirect hierarchies •Customize the columns exported •Export Matrix hierarchy structures .

Additional Functionality Visio Export •Directly export hierarchies into visible Visio chart •Multi-tiered organizations separated into multiple tabs .

Manager Dashboard Overview •New enhanced way for managers to interact with the system •Directly access most manager self service features •Immediate visual analytics and notifications .

Key Pagelets Company Directory •Immediately access Company Directory and Org Chart features from the dashboard .

Key Pagelets Quick Links •Directly access frequently used links from the dashboard •Create personalized links customize: • Image • Label • Rollover message .

Key Pagelets Alerts 7 Types of Delivered Alerts 3 Types of Warnings Expiring Memberships Critical eCompensation Warning Expiring Licenses/Certificates Informational ePerformance Scheduled Training Birthday Alerts Anniversary Alerts .

Key Pagelets Pending Approvals Non-Federal Delivered Approvals Compensation Approvals Nonperson Profile Job Offer Performance Document Job Opening Person Profile Manage Payable Time Promotion Manage Reported Time Reporting Change Manage Absence Approve Transfer Military Rank Change .

Key Pagelets My Job Openings •Clear visual of open jobs associated with a hiring manger •Quickly browse and create jobs .

Direct Line Reports Pagelet Summary •Immediate Overview of Direct Employee Data •Configurable and Expandable •Actionable •Exportable .

Direct Line Reports Pagelet My Organization •One-click access to indirect report information •Navigate to employee talent summary from direct reports pagelet .

Direct Line Reports Pagelet Available Access Types •Department Manager ID •Department Security Tree •Group ID •Partial Position Management Department Manager ID •Partial Position Management Supervisor •Reports to Position •Supervisor ID .

Direct Line Reports Pagelet Delivered Tab Options Summary Tab • Display Name • First Name • Last Name • Actions • Potential • Job Title • Performance Rating Bar • Compa-Ratio • Position in Salary Range Job Details Tab • Employee ID • Job Code • Years in Job • Job Title • Schedule Contact Tab • Telephone • Email • Department • Location • Instant Message Career Plan Tab • Review Date • Relocate? • International? • Travel .

Direct Line Reports Pagelet Delivered Tab Options Compensation Tab Performance Tab Time Tab Succession Tab • • • • • • • • • • • • • • • Annual Salary Salary Currency Salary Range Minimum Salary Range Midpoint Salary Range Maximum Compa-Ratio Quartile Percent Range • Last Rating Period Begin Date Period End Date • Time and Labor • Comp Time Balance • Vacation Balance • Sick Balance Absence Management • Leave Balance 1 • Leave Balance 2 • Leave Balance 3 Key Position Successors Risk of Leaving Impact of Loss .

Direct Line Reports Pagelet Actions •Directly execute manager self service actions .

Direct Line Reports Pagelet Delivered Actions Time Management Job and Personal Information Compensation and Stock • • • • • • • • • • • • • • • Request Absence View Absence Balances View Absence History View Employee Personal Info Request Reporting Change Transfer Employee Promote Employee Request Location Change Change Full/Part Time Status Retire Employee Terminate Employee Request Ad Hoc Salary Change View Total Rewards View Compensation History View Employee Stock Option Summary Development Performance Management Career & Succession Planning • • • • • • • • • • • View Current Team Profiles View Team Historical Profiles View Team Interest Lists Create Performance Documents Create Development Documents View Performance Documents View Development Documents Manage Career Plans View Career Progression Chart Manage Succession Plans View Succession 360 .

Direct Line Reports Pagelet Excel Export •Export direct and indirect reports •Expand tabs to determine fields to include in Export •Export Individual tabs .

Talent Summary Overview •Job Related Information •Compensation • Analytics •Person and Job Profile Information •New Record Tracking Options •Career and Performance Analytics .

Talent Summary Navigation .

9.2 Pivot Grids • Immediate Advanced Reporting • Instant Visual Analytics • Highly Configurable • Multiple Options for Quick Navigation • Comparable to Pivot Grids in Excel .

2 Pivot Grids • Choose from: • • • Grid Only. or Both. Chart Only.9. Filter. • Drill Down Functionality • 4 Chart Type Options • Exportable! 49 . • 3 Drag and Drop Axes: • • • Row. Column.

Line • Percent and Stacked Options • Security • Role • Permission List • Multiple Pagelet Options: • Homepage • Template • Embeddable • • • • Pagelet Size Parameters Grid vs. Histogram. Chart Display Collapse vs. Expand Chart Labels . 2D • Bar.2 Pivot Grids Delivered Configuration Options • Chart Type • 3D vs. Pie.9.

2 Pivot Grids Delivered Pivot Grid Types Headcount Compensation Recruiting • • • • • • • • • • • • Administrator – Headcount Movement Administrator – Current Headcount Manager– Headcount Movement Manager – Current Headcount • • Salary Analysis Compensation Distribution Salary Increase by Performance Variable Compensation by Performance Cycle Guideline Alert Cycle Tracking Job Opening and Close Trend Job Openings Aging Analysis In Process Applicants Time to Fill Additional Data Source Options For Pagelet Creation • • • • Activity Guides Free Text HTML IB Connector • • • • Integration Broker Navigation Collection OBIEE Report PS Query • • • Rowset Search Record URL .9.

Implementation Considerations Organizational Structure • What is the high level strategy for implementation? • Does your organizational structure reflect what is in PeopleSoft? • Do you have dual reporting? • Do you want to utilize matrixes? • Who can execute what actions? • Exceptions .

user. administrator.e. etc. profile. company directory.Implementation Considerations Who sees what? • What fields are pertinent to your team? • Where will users be able to access this information (i.e.)? . org chart. etc. special rights.)? • At what level will personalization be controlled (i.

Implementation Considerations Organizational Impact • Do you currently have selfservice enabled? • What modules are you currently using? • How will this change your current processes? • What training will be required? • How will these changes be maintained? .

Implementation Considerations Implementation Resources • Who are key stakeholders? • What internal resources are available to manage the project in your organization? • Will you leverage external consultants? • Will this be part of a larger implementation? • Are there system preparations that need to be made? .

Questions Thank you for your time! •Nicole Braun •HCM Consultant. Emtec Inc.Braun@emtecinc.com . •Nicole.

1 Enhancements • • • • Business Objectives Management Plan Careers Compare Profiles Talent Pools .Additional 9.