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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
Oracles 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 9.1 with PeopleTools 8.51

Hierarchy derived from the Job Tree Builder: Tree Structure ID:
COMPANY_DIRECTORY

Users can be any employee

New to 9.1 with PeopleTools release 8.52

Hierarchy derived from the Direct Reports Configuration Manager

Users must have direct reports

New to 9.1 with PeopleTools release 8.52

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

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

9.2 Pivot Grids


Choose from:

Grid Only,
Chart Only,
or Both.

3 Drag and
Drop Axes:

Row,
Column,
Filter.

Drill Down
Functionality
4 Chart Type
Options
Exportable!
49

9.2 Pivot Grids


Delivered Configuration Options
Chart Type
3D vs. 2D
Bar, Pie,
Histogram, Line
Percent and
Stacked Options

Security
Role
Permission List

Multiple Pagelet
Options:
Homepage
Template
Embeddable

Pagelet Size Parameters


Grid vs. Chart Display
Collapse vs. Expand
Chart Labels

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

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

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

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.
Nicole.Braun@emtecinc.com

Additional 9.1 Enhancements

Business Objectives Management


Plan Careers
Compare Profiles
Talent Pools