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PeopleSoft HCM 9.0: Release Highlights

Rob Lowry
Sr. Sales Consultant
January 17, 2007/NorCal OAUG 2007 Training Day
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

• What’s New in PeopleSoft HCM 9.0

• Where to Find Additional Information
PeopleSoft HCM 9.0 Themes
Enterprise-Wide Extended Value Lean Business
Talent with Standardized, Processes
Management Innovative
Technology Enabling New Markets
Addressing the “Aging and New Companies
& Retiring Improved Governance with Global Human
Workforce” and & Compliance to Resources, Payroll,
Becoming an Lower Risk and Benefits
“Employer of Choice”

Superior Ownership Experience

Reducing Costs While Improving HR Service, Globally

PeopleSoft HCM 9.0

“Focus on Workforce Optimization”
Enterprise-Wide Talent Management
Addressing the “Aging & Retiring Workforce” and
Becoming an “Employer of Choice”
Theme Highlights
 Profile Management
 Enterprise Learning Management
 eDevelopment
 ePerformance

Theme Solution
 Learning Management ePerformance eDevelopment
 Workforce Scheduling Candidate Gateway Talent Acquisition Manager
 Workforce Planning Workforce Rewards Workforce Scorecard
 Services Procurement

Theme Value
 Ensure the organization’s success and longevity
 Maintain competitive edge by proactively responding to market changes
 Recruit, hire and retain the best talent in the marketplace
The Talent Life Cycle
Talent
Planning
Measure
and Report Recruiting

Succession Performance
Planning Management

Learning &
Compensation
Development

Career Planning
 New! Profile Management
The foundation for establishing consistent, standard yet flexible attributes for the purpose of…

• Defining
• Recruiting
• Measuring
• Developing
• Advancing
• and Rewarding

…your talent
 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
Performance Document
 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
Extended Value with Standardized,
Innovative Technology
Improved Governance & Compliance to Lower Risk
Theme Highlights
 XML Publisher Adoption
 Approvals and Delegation Framework
 Change Impact Analyzer

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

Theme Value
 Make decisions with the right data at your fingertips
 Increase compliance and reduce risk
 Make HR a strategic partner within the organization
New! Introducing XML Publisher
Document 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
Finance
EFT

Excel
HR

HTML
XML Publisher
CEO
PDF

XML

XSL Government

Different Templates XML

For different output formats Employees

 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
Approval and Delegations Framework
Online Configuration
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
 Change Impact Analyzer
An Administrator’s View

Select a Change Package Select

Objects

Select
Rules
 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 Increased Deeper

Flexibility Visibility
Heightened Delivered processes Meaningful data
compliance and to enable insight.
product operational
integration. success.
Greater Control
Streamlined Product Integration

Absence
Management

Payroll Time & Labor

 Greater Control
Decision 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 Flexibility
Effective 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 Visibility
Single 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 Visibility
Automated 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)
 Lean Business Processes
Enabling New Markets and New Companies with
Global Human Resources, Payroll, and Benefits
Theme Highlights
 SmartHire
 Person Model Enhancements
 On-line I9 Processing

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

Theme Value
 Grow easily into new regions and markets
 Ensure accuracy and productivity at all levels
 Increase employee satisfaction and morale (reduce turnover)
 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

Smart Hire: Setup*
Smart Hire: Configure*
Smart Hire: Deploy*
 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
Mass Update Definition
Preview
 Key New Features/Functions in HCM 9.0
NEW FUNCTIONALITY NEW ENABLERS
 XML Publisher
 Workforce Management
enhancements  Enhanced Integration for Time/Pay,
and Talent Management
 SmartHire
 Approvals and Delegation Framework
 Mass Update
 Profile Management
 Recruitment letter
 I-9 Processing
 Industry Enhancements for
Military & Gov’t/Public Sector
 Global Payroll enhancements
Proces
People Tech
s
 Enterprise Release 9

  
Extend Value Deliver Drive
Using Next Best-in-Class Superior
Generation Business Ownership
Technology Processes Experience
Where to Find Additional Information
The following documents detailing HCM 9.0 have been
posted to Customer Connection:

• Statement of Direction
• Release Value Proposition
• PreRelease Notes