What Have You Done for Me Lately? What’s New in PeopleSoft 9.2 via Update Images Robbin Velayedam Product Management Director PeopleSoft HCM Wednesday, Oct 1, 2014 Palace Twin Peaks South 125T 3:00 – 4:00 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted Safe Harbor Statement 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. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2 Program Agenda 1 What is Fluid? Demo: HCM Fluid—What you can use starting with PUM Image 9 Demo: Fluid Framework—Essential Aspects of the Fluid UI 2 Fluid and Classic Together: Extending Your PeopleSoft Investment 3 How to Prepare for PUM 4 How to Get Started Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 3 PeopleSoft HCM Strategy Drivers • Provide state of the art and consistent user experience regardless of device used • Make users more productive and efficient • Reduce cost of taking maintenance or new functionality • Provide consistent experience across Oracle products and facilitate integration Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 4 Flexible, Easy to Deploy and Maintain PeopleSoft’s New Deliver Model Enabled by the PeopleSoft Update Manager Delivery of New Capabilities 2 – 3 Times a Year Get New Capabilities without Upgrading Take Only the Changes You Want, When You Want No Need to be Current on Maintenance Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 5 Flexible, Easy to Deploy and Maintain Non Exhaustive PeopleSoft’s New Deliver Model Enabled by the PeopleSoft Update Manager Customer live on 9.2 – Image 3 E.g.: Customer deploys only legislative changes: OFCCP, DOMA, FSA Carryover single code line 2013 9.2 1 2 3 4 2014 5 Life Events – Proxy Delegation Perf Mgmt additional related actions 6 7 8 9 2015 Flexible Spending Account Carryover Integration with Cloud Recruiting HTML-Email Approvals OFCCP Regulatory Update Defense of Marriage Act Regulatory Update ELM Find Learning enhancements* TL Dashboard and Alerts Labor Rules and Monitoring 10 11 12 Employee / Mgr Homepages Mobile Time and Labor Mobile Approvals Guided Self Service Payroll Workcenter …. And more Affordable Care Act – Phase 1 *ELM has a different PUM image delivery timeline than HCM Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 6 eBenefits Life Events Life Events • Life Events Enhancement • New Delegation Process • Benefits Administrator has the ability to delegate the approval of the employees documents (proof) to a proxy, who will act on their behalf Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 7 Configurable and Personalizable HTML Email Approval AVAILABLE TODAY Job Opening Job Offer Absence Request Extended Absence Request Transfer Promotion Reporting Change Performance Document Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Enterprise Learning Management Find Learning Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Benefits and Payroll Repeal of Defense of Marriage Act (DOMA) Repeal of DOMA • New functionality • Support Benefits Eligibility for Same Sex Spouse • Define Benefit Rates (Employee vs. Spouse) • Flexible Taxation Process • View Taxation Calculation Results Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 10 Time and Labor Dashboard The Dashboard is made up of many configurable pagelets • Approvals: Reported Time, Payable Time, Absence Requests, Overtime Requests • Links • Analytics: Payable Time, Schedule Deviation Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 11 In Memory Labor Rules and Monitoring • Accelerate business processes • Execute real time rules • Scale and reduce costs • Model and deploy natural language • Manage time, approval and based rules • Leverage OPA integration with PeopleSoft Time and Labor • Use Overtime pre-delivered rules exceptions efficiently • Get visibility into current workforce situation • Proactively take action Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 12 Intuitive User Experience on Multiple Devices • • • • • • • • • • • • • • • • • • • • Manager Self-Service Homepage My Team View and Analytics Guided Self-Service Team Time View Team Performance View Performance Status View Team Learning View Learning Compliance View Open Jobs View Approvals Employee Self-Service Homepage Personal Profile View Talent Profile View Total Rewards View My Time View and Time Entry Pay Slip View Benefits View My Performance View Absences View and Entry My Learning View Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Demonstration •PeopleSoft Update Manager Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 14 Roadmap What’s Next for HCM and PeopleTools Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 15 Ongoing Investment Casual Users Power Users Expansion of Guided Self Service Mobile Learning Expansion of Manager SS transactions • Additional transactions • Learner to search, enroll/register and take training • Employee Side by Side Compare •Position Mgmt SS enhancements Payroll Employee Self Service • Matrix Organization Self Service • Attachments & Configurable Fields • Direct Deposit enhancements • Manager Team Analytics Mobile Candidate Gateway • Mobile paycheck Benefits Administration New Open Enrollment • Guided process optimized for phone and tablet • Updatable State W4 Time and Labor New Timesheet • Integration with Social Network HR Help Desk Case Creation Mobile Approvals enhancements HR Manager / Representative Center Payroll Administrators Centers Analytics • Employee 360 View for Administrators • Overall process validation • HR Representative Analytics • Guided processes and checklists • Pre-delivered reports / queries and analytics • Benefits enrollment Analysis • Adoption of new Notifications framework Time and Attendance • Absence Administrator Analytics • Insight into Action – Pre-delivered Analytics • Streamlined processes for Admin role • Hours by Employee Analysis • Side by Side Compare • Time and Labor Auto-enrollment • Ad-hoc analysis in key components Cloud Integrations PeopleSoft integrations • HCM Cloud and PeopleSoft Payroll Integration • Enhanced Time and Labor and Absence integration • HCM Cloud and PeopleSoft Time and Labor Integrations • Expansion of existing integrations Non Exhaustive Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Planning & Analysis • New analysis role that keeps up with the new enhancements that are being delivered • Develop an adoption plan, identify enhancement priorities and plan implementations • Each fix can be analyzed for severity, effect, and importance for the organization • Adopt a different “get current” plan. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 17 Engineering • Adopt a calendar that has you implementing new enhancements on a periodic basis • Test Quicker - Leverage PeopleSoft Lifecycle Management tools • Minimize Risk - Apply critical changes on a regular basis, leveraging the dependency calculations 3 Year Upgrade Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 18 Rollout • Small incremental changes rather than a large single released • Leverage PeopleSoft training tools • Work with focus groups Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 19 PeopleSoft Update Manager Home Page Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 20 Cumulative Feature Overview Home Page Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 21 PeopleSoft Session of Interest Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 22 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 23 Appendix Demo Images Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 24 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 25 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 26 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 27 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 28 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 29 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 30 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 31 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 32
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