Occidental Petroleum PeopleSoft 8.9

HR Delta OverviewJune 2006

HR Delta Overview

Upgrading to Version 8.9

PeopleSoft

v8.3

v8.

9

HR Delta Overview

Topics

Why we’re upgradingWhat’s changingWhat’s not changingChanges to the Home page Improved search capabilitiesChanges to documentation and trainingChanges to page and table componentsOxy contingent workersNumbering employee/contingent worker recordsTerminology changes

HR Delta Overview

Why We’re Upgrading

What Are the Benefits?

Improved ease-of-use resulting from restructured, streamlined components and pages

Support of version 8.9 extended to 2013 by Oracle

Ability to use 8.9 HR CRM and 8.9 ePerformance (360 and Performance Manager) applications (not compatible with our current version, 8.3sp1)

More robust functionality resulting from enhancements to eDevelopment, Time & Labor, eRecruit, and employee types

HR Delta Overview

What’s Changing?

Consolidated/restructured PeopleSoft pages

Improved management of contingent workers (CWR) and persons of interest (POI)

Using “person model” architecture

Effective (future) dating of dependent and beneficiary information

HR Delta Overview

What’s Not Changing?

User roles and responsibilities

Business processes

HR Delta Overview

PeopleSoft Home Page

Navigation: OxyNet.oxy.com > Oxylink

PeopleSoft sign-in page

Single, vertically expanding menu (menu pagelet)

Navigation pane

Page links

HR Delta Overview

Changing Feature – New Window

New Window link

Feature now available on all pages

HR Delta Overview

Menu Pagelet Search Function

Search using

words from page names

Search within results

Use “Hide Summaries” feature

HR Delta Overview

New Advanced Search Features

Search operators

Second Name field

HR Delta Overview

Changes to Documentation – Reference Guides

HR Delta Overview

Changes to Documentation – QRGs

QRG = Quick Reference Guides

QRGs Navigation Quick Reference

Position Management Quick Reference

PeopleSoft HR 8.9 Data Map Cheat Sheet

HR Delta Overview

Changes to Training – WBT Programs

WBT = Web-based Training Programs

Two WBTs available from PeopleSoft menu

PeopleSoft Basics & Navigation

HR View Only 

HR Delta Overview

WBTs

HR Delta Overview

Changes to PeopleSoft Page Components

Personal Data component

Job Data component

Dependent Information component

Pay Rate change component

Additional pages 

HR Delta Overview

Personal Data Component

Pages have been renamed and reorganized

Organizational Relationships page available when you add a person to the database

Identity/Diversity information has been consolidated on the Biographical Details page

Referral fields have been moved from the Identify/Diversity page in v8.3 to the Person Applicant Information page in v8.9

HR Delta Overview

Job Data & Personal Data Date Field Changes

V8.3 Date Fields V8.9 Date Fields

Original Hire Date Original Start Date

Hire Date First Start Date

Company Seniority Date Company Seniority Date

Service Date Benefits Service Date

Vacation Service Date Vacation Service Date

Date Last Increase Last Increase Dt

HR Delta Overview

Personal Data Date Field Changes (continued)

V8.3 Date Fields V8.9 Date Fields

Termination Date Termination Date

Rehire Date Last Start Date

Last Date Worked Last Date Worked

Expected Return Date Expected Return Date

HR Delta Overview

Job Data Component

Page names remain the same

Work Location page contains a Calculate Status and Dates button

Employee Status field replaced by HR Status and Payroll Status

Date fields have been relocated from the Employee Information page to Work Location

Some of the date fields now have override check boxes

HR Delta Overview

Job Data Component (continued)

Job Information page now contains Supervisor ID field

Account Code field replaced by Combination Code field

Names of Employee Information date fields have changed

Pay Components region, Compensation page, has new Controls tab

HR Delta Overview

Dependent Information Component

Number of pages have changed (from 4 to 3)

Federal Medicare Flags now on Personal Profile page

Effective date (future date) beneficiary and dependent information, including name and address

Personal Profile page: Personal History region added Now contains federal Medicare Flag and Entitled Date field Includes date fields for Student, Smoker & Disabled check

boxes

HR Delta Overview

Pay Rate Change Component

Page names remain the same:

Employee Profile (now contains Last Increase Dt field)

Salary Plan

Compensation

Job Earnings Distribution

HR Delta Overview

Additional Components and Pages

Current Job component Changes similar to those in Job Data component

Employee Data Summary page Payroll Status field replaces Employee Status field Date fields have been revised

Job Summary page Action field replaces Short Description field

HR Delta Overview

Miscellaneous Pages

Maintain Bank Accounts page (foreign locations only)

Page name updated from Bank Account Information Bank Details region is new

Prior Work Experience page Person ID field replaces EmplID field Last Updated field is new Work Responsibilities field is new Ending Pay Rate, Currency Code, and Pay Frequency

fields have been removed

HR Delta Overview

Changes to PeopleSoft Table Components

Department table component

Job Code table component

Location table component

Position Data table component

NavigationNavigation

HR Administration > PeopleSoft TablesHR Administration > PeopleSoft Tables

HR Delta Overview

Department Table Component

Departments search page Manager ID has been added as a new key field

Department Profile page Manager Type region is new Budget Level field has been moved

HR Delta Overview

Job Code Table Component

Job Code Profile page Job Profile ID field is new

Evaluation Criteria page Effective Date & Description fields switched positions

Market Pay Match page Replaces Salary Survey page

Default Compensation page Effective Date & Description fields switched positions

Non-Base Compensation page Can now add rows and update fields

HR Delta Overview

Location Table Component

Location Address page Address fields consolidated

Location Profile page Regulatory Region field name replaces Reg Region Establishment ID field name replaces Estab ID Payroll for North America region is new Select an establishment ID to associate with a

location

HR Delta Overview

Position Data Table Component

Description page Consolidates three pages from version 8.3: Description, Work

Location, and Job Information Three fields have been added

Specific Information page Two fields have been added

Budget and Incumbents page Three fields have been added Now contains a link to Job Data

Multiple Supervisors page Account Code field is now Combination Code Can now sort by column headings

HR Delta Overview

Add Employees, CWRs, and POIs

Non-employees are now called “contingent workers” (CWRs)

Contingent workers who become employees now have a single record

Streamlined process to change employee types

Contingent Worker Employee

Employee Contingent Worker

Add a Person of Interest (POI)

Surviving spouses receiving NA Payroll payments now added as POIs

HR Delta Overview

Organizational Instances & Employee Record #s

PeopleSoft version 8.9 uses organizational instances and employee records to create and update job records

Organizational instance is a single occurrence of an organizational relationship

To add an organizational instance, use the Add an Employment Instance or Add Contingent Worker functions

HR Delta Overview

Employee Record #s

Record numbers auto-assigned

Empl Rcd # field displays on Work Location page

All initial employee, contingent worker, and person-of-interest records are assigned “0”

Record numbers increases sequentially when an employment instance is added

Contingent worker is terminated and then added as an employee

Employee is terminated and then added as contingent worker

HR Delta Overview

Searching for Persons with Multiple Record Numbers

Search returns multiple results; identified by record number

Customization to be added to identify organizational relationship

HR Delta Overview

Terminology Changes

Breadcrumbs

Contingent Worker

Hire/Add a Person

HR Status

Navigation

Organizational Relationship

Person of Interest (POI)

Pagelet

Payroll status

HR Delta Overview

Questions???