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PeopleSoft Human Capital Management Roadmap

Feature Packs and 9.2

Antoinette Leuthard

Director APAC, Product Management & Strategy - HCM

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

Safe Harbor Statement

3

should not be relied upon in making

purchasing decision. The development,

release, and timing of any features or

functionality described for Oracle’s products

remains at the sole discretion of Oracle.

© 2010 Oracle Corporation – Proprietary and Confidential

What is the Oracle &

PeopleSoft HCM

Strategy?11

4

Strategy?

What is Oracle’s

recommendation for

customers?22

What is the PeopleSoft HCM Strategy?

55

PeopleSoft Investment StrategyDesign Principles

LLOWER OWER TCOTCOPPRODUCTIVITYRODUCTIVITYSSIMPLICITYIMPLICITY

6

PeopleSoft Investment StrategyDeliver Timely Additive Solutions Value That Are Easy To Adopt

STRATEGY

• Add Capabilities to Current Release

• Annual PeopleTools Releases

• ~3 Year Major

OBJECTIVES

• Continue Delivery of Value Add Capabilities

• Provide Capabilities More Frequently

• Adopt Capabilities

7

8.528.51

• ~3 Year Major Release Cycle

• Adopt Capabilities without Upgrading

Feature Pack

Feature Pack

8.50

9.1

PeopleTools

Applications

8.53

9.2

8.558.54

Feature Pack

Feature Pack

8.56

9.3

PeopleSoft Investment StrategyDeliver Timely Additive Solutions Value That Are Easy To Adopt

• Delivery Vehicle of Additive Enhancements

• Roll-up of Previously Delivered Enhancements and Updates

• One Feature Pack Planned per Pillar Each Year

• Delivered via Existing Bundle or Maintenance Pack Mechanism

8

• Re-Cut CD and Recertify Upgrades and Integrations at Feature

Pack Completion

8.528.51

Feature Pack

Feature Pack

8.50

9.1

PeopleTools

Applications

8.53

9.2

8.558.54

Feature Pack

Feature Pack

8.56

9.3

PeopleSoft Investment StrategyFeature Packs

Delivery Vehicle

BundlesPeriodic maintenance postings that include

updates, fixes, and security alerts

Bundles Maintenance Pack

Maintenance PackAggregation of last 2 bundles

Bundles Maintenance Pack

9

Feature Pack9.1Application Release

Feature PackRoll-up of enhancements and maintenance

previously delivered via bundles and maintenance packs; re-cut CD and

recertification of upgrades and integrations

EnhancementsNew capabilities that are planned to be included in bundles and maintenance packs; making them available before

aggregation into a feature pack

PeopleSoft HCM Customer Advisory Boards

• Purpose: Validate future roadmap choices with the customer community

• Two CABs: HCM and Global HCM

• Customers from various industries, countries and all sizes

• Over 50 customer members

Based on Customer FeedbackCustomer Engagement for Better Releases

10© 2010 Oracle Corporation – Proprietary and Confidential

Human Capital Management - Get Involved!!! Global Special Interest Users Groups (SIGs)

PeopleSoft & JD Edwards

• Benefits SIG

• ELM SIG

Oracle E-Business Suite

• Time & Expense SIG

• Tutor & UPK SIG PeopleSoft & Oracle

11

• ePerformance SIG

• JDE HCM SIG

• Payroll for N.A. SIG

• Recruiting SIG

• Staffing SIG

• Global HCM SIG

• Australia/New Zealand SIG

• Tutor & UPK SIG PeopleSoft & Oracle E-Business Suite

• Global HCM SIG (formerly GPUG)

PeopleSoft

• HCM SIG


PeopleSoft HCM Feature Packs and 9.2 Key Concepts

Intuitive Usability• Workcenters and Dashboards

• Web 2.0 User Experience• Process Re-definition

Strengthened Self Service Experience


Comprehensive Capabilities• Expansion of Global functionality

• Deepen Product Capabilities

• Fusion Application Interoperability

Strengthened Self Service Experience• Organization Visualization

• Paycheck Modeling• Life Events

• Clear view of the business process

– Process wizards, and streamlined navigation

– Expanded template-based transactions

• Summary information at a glance,

– Role-based dashboards give users creating focus on high priority tasks

Intuitive UsabilityUser-friendly, Personalized, Customer-driven

14

– Role-based dashboards give users creating focus on high priority tasks

and improving efficiency

– Process-focused Workcenters provide a single point of entry, relevant

alerts and meaningful metrics for major business processes

• Tailored to fit each organization’s unique needs

– Configuration and personalization options allow user experience to be

Intuitive Usability Talent Summary for Managers

User-friendly graphical displays

Employee data summary

15

Single view of summary talent data

Intuitive Usability Manager Dashboard Easy access to alerts and

approvals

16

Key employee data at a glance

Quick links for easy navigation

Configurable “One Stop Shop” Role-based Work Center

Prioritize Work Queues and Alerts

In Focus Transaction

Intuitive Usability Complete Time Management Tasks with Time & Labor Workcenter

17

Links to Key Menu Items and

Transactions

Embedded Analytics

Access to Reporting Capabilities and

Analytics

To-Do lists

Learning Quick Search

Role-based Navigation

Browse Pagelets

Intuitive Usability Everything for Learning in a Dashboard in ELM

18

Announcements

Learning Calendar View


Navigation linksNew candidates for job

openings

Recruiter Alerts

Intuitive Usability Recruiting Dashboard for Recruiters, Recruiting Mgrs & Managers

19

Center pagelets access Job 360 and Applicant 360

Today’s activities

Recruiter Metrics


Funnel view shows applicants in each hiring phase

Intuitive Usability Improvements for Recruiters, Recruiting Mgrs & Managers

20

Action icons reduce clicks needed to disposition candidates

Available actions based on candidate’s current disposition

1. Report Time and Apply Rules

2. Review Exceptions

3. Review payable time

Intuitive Usability BEFORE – Time & Labor Cumbersome Process with Multiple Pages

21

3. Review payable time “Online Estimates”

4. Run Time Administration to generate payable time to

load for payroll


Intuitive UsabilityAFTER – Time & Labor Improved User Experience

Data accessible in ONE STEP and viewable on Timesheet

without navigating to 4 different pages


2) Attach resume

1) Select Job to apply for

3) Use scroll bar at right to begin completing application

Intuitive Usability BEFORE – Candidate Gateway Multiple Page Processing

23

4) Enter Preferences

5) Enter Qualifications and Referrals

6) Save Application

7) Submit Application© 2010 Oracle Corporation – Proprietary and Confidential

Intuitive Usability AFTER – Candidate Gateway Multiple Page Processing

Configurable “Train Stop” Process Flow

Visual Indicators of Process

Progression

Nested Process Steps

24

Save, Exit, Return Later for Self-Paced

Processes

Consolidation of Multiple pages in a Single Process Flow

Intuitive Navigation Through Process

• Reduce administrative costs

– Streamlined navigation, efficient process flows and direct links to

related transactions increase productivity by reducing steps required to

complete tasks

– Ensure regulatory compliance with standardized processes

• Empower employees

Strengthened Self-Service ExperienceSimple, Efficient, Role-Based

26

• Empower employees

– Complete transactions without administrative assistance

– Increase employee satisfaction by reducing required system training

and providing more control over their experience

• Make informed decisions

– Provide employees and managers with appropriate references to

without leaving the current page

Quick Search for Google-like Search

Detailed Profile Information Configurable Hierarchical

Relationships by Access Type

Strengthened Self Service ExperienceOrganization Visualization within Core HR

27

Navigation Wheel to Traverse Organizational

Structure

Actionable LinksConfigurable

Display Information


Strengthened Self Service ExperienceOrganization Viewer V2: Matrix Reporting and Much More

View Matrix Reporting Structures

List View

Manager View Containing Secure Information

28

Reporting Structures

Additional Actionable Links

Strengthened Self Service Experience Paycheck Modeling with Payroll North America and ePay

Easy guided process

29

Employee acknowledged terms and agreements

Strengthened Self Service Experience Paycheck Modeling with Payroll North America and ePay

Visually Guided Process

30

Graphical Display of Paycheck Components

Drill into Paycheck Calculations

Strengthened Self Service Experience Life Events with Benefits Administration and eBenefits

31

Employee selects their life event change


Strengthened Self Service Experience Life Events with Benefits Administration and eBenefits


New Activity Guides for complex business processes

Text is configurable depending on the event

Embedded Help


Strengthened Self Service ExperienceBEFORE - HelpDesk for Human Resources Employee Self Service

34

Strengthened Self Service ExperienceAFTER - HelpDesk for Human Resources Employee Self Service

Visibility for Known Issues

Prominent SES Search

Click to Chat with Agent

35

Quick Access to Employee

HR Information

Issues

• Streamlined compliant business practices

– Delivered integrations to support unique global, industry and regulatory

requirements

– Flexible configurable business processes to eliminate customizations

and reduce TCO

• Encourage collaboration and simplify routine tasks

Comprehensive CapabilitiesInnovative, Configurable, Interconnected

37

– Combine the best of desktop and Web 2.0 tools in dashboards,

workcenters

– New and updated business transactions to foster increased employee

engagement

• Adoption of new functionality

– Delivered interoperability with Fusion applications

PeopleSoft ELM – SCORM 2004Announcement

• ELM 9.1 supports SCORM

2004, 4th edition

• Posted and Available July 22,

2011

• Earlier versions of SCORM and

AICC are still supported

• All elements of the specification Load C

ontent

Meta

data

SCORM Content

Aggregation Model

- Metadata

- Sequencing

- Navigation

IMS Manifest Package

(XML)

38

• All elements of the specification

are supported

• Early Adopter Program for the

SCORM 2004 feature is

available

Aggregation Model

SCORM Run-Time

EnvironmentSCORM-Conformant Content (SCO)

ELM (LMS)

Track

Launch

Human Resources

• Send Person, Job, and Competency information

Time and Labor

•

Comprehensive CapabilitiesClairvia Integration with PeopleSoft HR and Time & Labor

39

• Send Reported Time

• Send Payable Time

• Send Leave Balances

• Receive Employees’ Optimized Schedule


Forms and Approval Builder• Business Analyst Configurable Forms with Approvals• Available with Common Components 9.1

1. Design the form 2. Add Attachments

4. Publish to the Main Menu

Quick and Easy to Create and Deploy

Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.40

3. Assign Approvers

4. Publish to the Main Menu

Forms and Approval Builder

2. Read and Upload Attachments

3. Submit for Approval

Easy to Use

1. Enter Details

Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.41

3. Submit for Approval

• Paperless Office • Audit Trail

Increases Efficiency

• Immediate Availability of Approvals

Discussions

Collaborative

Comprehensive CapabilitiesSocial Learning with Enterprise Learning Management

42

Blogs

Tagging

Tag Clouds

Collaborative Workspaces


Comprehensive CapabilitiesMeaningful Total Rewards Statement

Print-Friendly XMLP

Statement

Data Import from External

Sources

Configurable Charting


Comprehensive CapabilitiesReduce Customizations with Promote to Pay

Only Needed

Guided Process

44

Visual Change Indicators

Only Needed Information Provided

Reduce Clicks for Promotion from 19 to 8

Configure View By

Configure remaining time reporting fields

Comprehensive CapabilitiesIncreased Flexibility with Time & Labor

45

Configure Timesheet Information

Comprehensive CapabilitiesDesktop Integration with Absence Management

46

Request and track Absence using an intuitive user

interface

360º Payroll Monitoring Access

Payroll Automation using Alerts and Notifications

Embedded Analytics

Comprehensive CapabilitiesComplete Monitoring Tools with Global Payroll

47

Notifications

Actionable Data

Analysis using Related Content

Data Mining and Analysis

Comprehensive CapabilitiesReal-time Dashboards for HR HelpDesk Agent and Manager

Embedded Analytics

48

Switch View By Value

Switch ViWhat are the Top

Solutions?

PeopleSoft Roadmap…and some content highlights

PeopleSoft HCM 9.1 Feature Pack• Company Directory &Actionable Org Charting

• Workforce Scheduling for Healthcare• Talent Management 9.1 Integration

to HCM 9.0 & 8.9

PeopleSoft HCM 9.1 Feature Pack• Matrix Org Charting

• Total Compensation Statement• Employee and Manager Self Service

• SCORM 2004PeopleSoft HCM 9.2

• Time and Labor Manager Workcenter

49

• SCORM 2004• eVerify Compliance

• Time and Labor Manager Workcenter• Paycheck Modeling

• Life Events• Social Learning

• Candidate Gateway Usability• Reconfigured Time Reporting

• Multi-period Evaluations

Oracle Fusion 11g

What is Oracle’s recommendation for

5050

recommendation for customers?

v Now that Fusion Applications are in the mix, what should be my

next step ?

Fusion 1.0?

ExtendedSupport?

Upgrade?

Early Adopter?

On Premise? On Demand?

51

Complete Choice

Hosted SaaSOn Premise

52

Software Management

Software License

Infrastructure Management

Customer

Customer

Customer

PartnerOracle

PartnerOracle

PartnerOracle

Customer

PartnerOracle

PartnerOracle

Complete ChoiceChoose Your Next Steps

Continue on Your Current PathContinue on Your Current Path•• Upgrade to the latest releaseUpgrade to the latest release

of your existing Oracle Applications portfolioof your existing Oracle Applications portfolio

Continue on Your Current PathContinue on Your Current Path•• Upgrade to the latest releaseUpgrade to the latest release

of your existing Oracle Applications portfolioof your existing Oracle Applications portfolio

Adopt a CoAdopt a Co--Existence StrategyExistence StrategyAdopt a CoAdopt a Co--Existence StrategyExistence Strategy

53

Adopt a CoAdopt a Co--Existence StrategyExistence Strategy•• Add new Fusion Applications modules or pillarsAdd new Fusion Applications modules or pillars

to your existing Oracle Applications portfolioto your existing Oracle Applications portfolio

Adopt a CoAdopt a Co--Existence StrategyExistence Strategy•• Add new Fusion Applications modules or pillarsAdd new Fusion Applications modules or pillars

to your existing Oracle Applications portfolioto your existing Oracle Applications portfolio

Embrace the Complete SuiteEmbrace the Complete Suite•• Deploy the comprehensive suite ofDeploy the comprehensive suite of

Fusion Applications productsFusion Applications products

Embrace the Complete SuiteEmbrace the Complete Suite•• Deploy the comprehensive suite ofDeploy the comprehensive suite of

Fusion Applications productsFusion Applications products

8.0 SP1 (12/ 00 – 3/07)

8.3 (Nov 2001 – Mar 2008)

8.9 (Dec 2004 – Dec 2009) Extended Ends by Dec 2012


Sustaining

Sustaining

Sustaining

Sustaining

2007 2008 2011 2012 2013 20142009 2015 2016 20172010

Planning for Your UpgradesExtended Maintenance and Support

54

Ends by Dec 2012


8.9 ANZ (Sep 2005 – Sep 2010) Extended Ends by Sep 2013


9.1 (Sept 2009 – Sept 2014) Extended Ends by Sept 2017

9.1 Feature Packs (no change to support)

Sustaining

Sustaining

Sustaining

9.2 (no release date set)

PeopleSoft 9.1Adoption

Customer Activity# of Unique Customers Logging Cases

4.3xAdoption Rate of

9.1 v. 9.0

800

1000

12009.1 v. 9.0 Customer Count Over Time

9.1 9.0

Release 9.1 customer activity as of December 2010

# of Unique Customers Logging Cases

9.1 v. 9.0

0

200

400

600

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

• Plexus

• HCM Upgrade from 9.0

• Navistar


• ABN Amro Bank

• Absence Management 9.1

• TargoBank

• HCM and ELM Upgrade from 9.0

• Diesel


• Grünenthal Pharmaceutical

• Net-New Deployment

PeopleSoft 9.1Adoption

Plexus

ABM AmroBank

Navistar GrünenthalPharmaceutical

Diesel

Targobank


• Banca Monte dei Paschi di Siena


• Papa John’s

• HCM and CRM Upgrade from 9.0

• Nationwide Insurance

• HCM and CRM Upgrade from 8.9


• Sime Darby Group

• New Talent Management Deployment

Navistar

Banca Montedei Paschidi Siena

Papa John’s

Pharmaceutical

NationwideInsurance

Sime DarbyGroup

Fusion Talent Management On Demand

Works With EBS, PSFT, JDE and Other HCM Systems

Co-Exist With Fusion HCMExtend the Value of Your Existing Applications Portfolio

It’s critical that we make the right promotion and assignment decisions.

Manager

Employee

HCMHCM

Fusion Talent Management Fusion Talent Management

57

How can I build my reputation and network

at work?

Employee

HR Professional

I need to be able to compare employees on

different dimensions.

Fusion Talent Management Fusion Talent Management On Demand

• Workforce Directory Management

• Network @ Work

• Talent Review

• Compensation Management

• Performance Management

• Goal Management


Oracle Fusion Human Capital Management

Oracle Fusion Human Capital Management Complete, Integrated, Best-In-Class HCM Processes

Performance & Goal Mgmt

Talent ReviewPayroll & Benefits

Global Human Resources

58

Compensation ManagementNetwork at Work

Workforce Lifecycle Mgr

Workforce Predictions

Workforce Directory Management

HCM Foundation and Profile

Oracle Confidential 7

PeopleSoft_Info Read the PeopleSoft Apps Strategy Blog PeopleSoft on

Information PortalHosted & Mobile

PeopleBooks

Doc Home Pages and Enterprise Integration

Point Maps

Learn MorePeopleSoft Information Development Resources

PeopleSoft_Info Read the PeopleSoft Apps Strategy Blog PeopleSoft on

click icons for more information

Transfer of Information (TOIs)

Cumulative Feature Overview & Upgrade

Resource Report Tools

Business Process Maps & Entity Relationship

Diagrams

Questions and Answers

60

jde & peoplesoft 3 | antionette leuthard | peoplesoft human capital management vision and...

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