Post on 31-Mar-2020
PeopleSoft v9.2Product Review
Oklahoma CityOctober 29, 2013
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Overview of Global v9.2 Features 9:00 – 9:30
– Keith Harper, Practice Director Supply Chain
Financials v9.2 Highlights 9:30 – 10:15
– Millie Babicz, Managing Director PS Financials & PMO
Coffee Break 10:15 – 10:30
HCM / Payroll New Functionality and Key Fixes 10:30 – 11:15
– Tony Townsend, Practice Director HCM/Payroll
Upgrade or Re-Implement? 11:15 – 12:00
– Randy Johnson, Managing Director PS Financials & PTP
Luncheon & Prize Drawings 12:00 – 1:00
Event Agenda
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Enhanced Style Sheets
WorkCenters – Operational Dashboards
Pivot Grids
Activity Guides / Train Stops
Mobility
Global Search – SES
Roadmap
New v9.2 Global Features!
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New Style Sheet
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New Style Sheet
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Central place for users to do their day-to-day work
Reduce the amount of Navigation time and increase productivity
WorkCenters include links to:
– Transaction and Inquiry Pages
– Queries
– Analytic pagelets / Pivot Grids
– External Pages and applications (exp. Supplier pages or other Systems)
Delivered WorkCenters in FSCM
– Billing, AP, Contracts, Staffing, Buyer, Supply/Demand
Ability to create your own custom dashboards using empty dashboard shells.
WorkCenters
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WorkCenter Page Example
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Operational Dashboards are designed to display vital decision support based
information to a PS User
Pivot Grids
– Multi-dimensional Real time Decision Support Tool
– Deployed to users in the form of Pagelets
– Users can filter data and customize views
– Ability to Drill into Data
– Built Upon Queries
Application designers can deploy dashboard-like pagelets within WorkCenters
to provide better decision support for WorkCenter transactions.
PeopleSoft 9.2 includes more than 60 prebuilt self-service Pivot Grids
PeopleTools 8.53 includes wizard-like tools for customers to easily create
their own Pivot Grids and deploy pagelets
Operational Dashboards & Pivot Grids
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Pivot Grid Example
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Activity Guides allow application designers to define processes that guide
users through a series of predefined actions to complete a transaction /
Process.
Users are presented with a list of actions on their screen which need to be
completed to finish a transaction/Process
The configuration allows you to specify which steps are optional and which
ones are required
You can even launch workflow and approval routing as part of your
processing steps
Activity guides are very different from workflow.
Activity Guides – Perform Transactions
Workflows – Approve or Deny
Examples of Delivered Activity Guides:
– FSCM - Supplier Registration, eBill Payment Cart
– HCM - Life Event, Paycheck Modeling, Candidate Gateway
Activity Guides (aka Train Stops)
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Activity Guides
• Activity Guide Steps can include: Existing PS Pages, Custom Pages or
External websites
• Attach Documents
• Can copy existing Activity Guide templates
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Activity guidesl
Activity Guides
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Many Mobile solutions released late v9.1 and enhanced in 9.2
– Mobile Expense Reporting
– Mobile eProcurement
– Mobile Approvals – Technology support any AWE Approval Workflow
• Journal Entries
• PO’s
• Requisitions
• Vouchers
• Expense Reports
– Mobile Inventory Management
iPad Certification
– PeopleSoft v9.2 suite certified to run on iPad using Safari Browser
iReceipts
– A native iPhone application used to collect expense items that are later uploaded to
the PeopleSoft Expense application via SOAP-based web services.
Mobility Solutions
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Mobile Approvals
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Mobile Expenses
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Mobile eProcurement
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Mobile Inventory Management
Supported in v9.1 (Late release)Exp. Transactions: Inventory Inquiry, PO Receipts, Inventory Counts,
Express Issue, Signature Capture, Bin to Bin
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A global, free text search across multiple objects (modules)
– Ability to search deep into transactions
Users can take action directly from the search results..
Reduces / eliminates menu to menu navigation time
Improved means of searching for related content
Dynamic Breadcrumbs and Last Search Results
120 delivered search indices
Delivered Indexes for the following Functions:
– PS 9.2 SES Global Search
Global Search
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PeopleSoft Roadmap
Financials 9.2 Highlights
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General Ledger
Purchasing
Accounts Payable
Expenses
Accounts Receivable
Billing
Project Costing
Asset Management
Financials 9.2
General Ledger
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Adjustment Period Option for Average Daily Balances (ADB)
Separate Debit/Credit Visibility (used to require some customization)
Financial T-Accounts Visibility
General Ledger WorkCenter
General Ledger Dashboard
Improved General Ledger to Sub-System Reconciliation
Account Reconciliation Management
Combination Editing by Transaction Source
Data Migration Workbench - Allocations Configuration Data
Balance Sheet Valuation through Settlement Date (included on ledger with journal date)
Business Request and Approval
Mass GL Journal Approval (approve more than one journal at a time)
Enhanced Approvals for GL Journals
Mobile Approvals for GL Journals
Logical Journal Delete Method
Transform GL Journal Post to Application Engine (from cobol)
Approval Workflow for Commitment Control Budget Journals (used by Public sector)
General Ledger Highlights
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PeopleSoft General Ledger 9.2 provides the ability to associate
adjustment periods that correlate with the regular accounting periods,
making it easier to identify adjustments that have been applied in the
average balances.
Adjustment Period for Average Daily Balances
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Provides the T-Account capability that allows a user to check the effect
of a particular line or set of same ChartField combination lines on the
relevant balance directly from the Journal Lines page.
Financial T-Accounts Visibility
Enable the T-Account field to
appear on the Journal Entry -
Lines page by selecting a Journal
Entry Template that includes the
T-Account field. The T-Account
field is located on the
Miscellaneous tab of the Journal
Entry Template page for
selection.
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General Ledger WorkCenter
View transactions and errors online
Automatic execution of processing
View Query results
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PeopleSoft delivers the
following pagelets with the
General Ledger Dashboard:
– Ledger Balances Analysis pagelet
• Use the Pivot Grid Wizard
(Reporting Tools, Pivot Grid, Pivot
Grid Wizard) to design how the
page is displayed.
– Account Reconciliation
General Ledger Dashboard
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In General Ledger 9.2
– Drilldown into unposted transactions from other PeopleSoft subledgers such as Billing,
Treasury, and Expenses. AP/AR already delivered in 9.1
– Customers are able to identify what has not been processed and possibly identify
bottlenecks ahead of the period close.
Improved GL to Sub-System Reconciliation
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The PeopleSoft Account Reconciliation functionality enables you to:
– Identify specific ChartField combinations to be reconciled.
– Assign reconciliation responsibility to individual or groups of ChartField combinations.
– Allow each user to see the reconciliations for which they are responsible.
– Sign-off (and mass signoff) to indicate that a ChartField combination has been reconciled.
Account Reconciliation Management
– Review overall
status of recon
activities
– Capture and
retain
documentation
associated with
recon
– Define approval
workflow
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Ability to perform combination editing for a process group by
transaction source
Combination Editing by Transaction Source
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New Application Data Set (ADS) definitions to migrate Allocations
configuration data between development environments, test
environments, and ultimately to a production environment.
Data Migration Workbench
New ADS
definitions to
support the
migration of:
– Allocation Steps
– Allocations Groups
– Allocation
Requests
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The following steps
represent a high-level
process flow of the
business request
functionality:
1. Set up Business Request to
enable the field or fields to be
used in the request-approval
process.
2. Set up the Business Request
Template to define business
justification and trees, for
example.
3. Configure the Approval
Workflow.
4. Define and use the
ChartField Request and
Approval.
5. Inquire on Business Request.
Business Request and Approval – Updates to Control Data
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Account Request Page
As defined on
Template
As defined on
Template
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The following are enhancements can be enabled for General Ledger
journals:
– Ability to add an ad-hoc approver during the workflow cycle
– Ability to add comments for all approval actions (not just the Deny action)
– Add attachments to a transaction during the workflow cycle
Mobile Approvals for GL Journals
– You can log into the PeopleSoft system from a mobile device, such as a tablet or
smart phone, and approve, deny, or push back journals that are pending your
approval.
– You can also preview a graphical representation of the transaction approval flow,
view other approvals, view attachments, and see comments that previous
approvers have entered.
Enhanced Approvals for GL Journals
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Physical Delete
– This method handles journal
deletion in the same manner as
in prior releases.
Logical Delete
– Use this method to retain the
header, attachments and line
information after deletion of a
journal.
– Your deleted journal receives a
"D" journal header status and an
"N" for both budget header
status and approval status.
– The system retains the deleted
journal data in the records and
you can view the deleted
journals from the journal entry
and journal inquiry components.
Logical Journal Delete Method
Purchasing
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User-Definable Fields
Price Adjustment Visibility on Requisitions
SES Enhancements (Verity was optional, replaced by Secure
Enterprise Search)
Buyer Mass Change
Advanced Purchase Order and Requisition Line Search
Purchasing Autonumbering Options
Split Purchase Orders by ShipTo
PO Rollover Enhancements
Buyer WorkCenter
Usability Improvements to eProcurement
Purchasing Highlights
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PeopleSoft delivers six specific fields for each of the existing six User-
Definable Fields sub records:
– Header & Line Subrecord
– Schedule Subrecord
– Distribution Subrecord
– Receiving Subrecord
– RTV Subrecord (Return To Vendor subrecord)
In earlier versions you had to setup via Application Designer.
In 9.2, you activate via Installation Options page
User-Definable Fields
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Which records are to
be changed?
– Select records and
field value criteria
– View records that
meet criteria
What do I want my
changed value to be?
– Select records and
fields to be changed
– Select changed value
Buyer Mass Change
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Can select from a wide range of line, schedule, and distribution level
values across the requisition or purchase order
Advanced Purchase Order and Requisition Line Search
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Purchasing 9.2 leverages the existing Autonumbering page to define a
three-digit alphanumeric starting sequence
Purchasing Autonumbering Options
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If the business unit or supplier location indicates to split POs based on
ShipTo, the PO Sourcing process automatically splits requisitions into
multiple purchase orders, one for each ShipTo location
Split Purchase Orders by ShipTo
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Purchasing suppresses the creation of new distribution lines if the line
does not meet the particular roll criteria
– Now it easier to view and analyze rollover results
PO Rollover Improvements
New qualifier
IS NOT EMPTY
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Buyer WorkCenter
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Simplify Buying Experience
eProcurement
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View the full business cycle of
requests
Search for requisitions based on
item and ShipTo New for
Release 9.2
View entire approval process
Drill down into related
transactions and inquiries
View remaining pre-
encumbrance balances
Copy and cancel requisitions
Issue change requests
Return items to suppliers for
credit, exchange, or replacement
360-degree view of the entire Procure to Pay cycle
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Supplier Self-Service Solutions
Accounts Payable
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Accounts Payable Dashboard
Supplier Hierarchy
Matching Exceptions Analysis
Payables WorkCenter
Simplified User Interface for Invoice Entry and Voucher Inquiry
Extension of FMS Auto Pilot (used in PC & GL, run process based on # of
transactions, not schedule)
Taxpayer Identification Numbers (TIN) Validation (provides a file to IRS
website)
Financial Audit Trail for Suppliers
Approval Framework Extensions and Enhancements
Receivables Integration
Secure Payment System (SPS) Payment File Support for GWA Reporters
(supports new 440 file format)
Improved Integration with Asset Management
Accounts Payable Highlights
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Voucher Status
Liability Exposure by Supplier
Discounts
Past Due Aging
Top Suppliers
Accounts Payable Dashboard
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Graphical representation of the supplier relationship
Supplier Hierarchy
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Providing visibility into the invoice matching history for better supplier, buyer, and rules analysis.
The matching history data is useful for supplier contract negotiations and minimizes matching errors.
The system stores all the exceptions from the previous matching process. The matching
history helps users to reduce the time to fix errors.
Errors are identified as internal or external, users are positioned to offer buyer support when
necessary in order to reduce repetitive errors as well as to provide critical information to buyers
when renegotiating contracts with suppliers.
The archiving of the matching history is included in the current invoice archiving templates.
Matching Exceptions Analysis
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Billing
Accounts Payable
Accounts
Receivable
General Ledger
Projects/Contracts
Grants
Buyer/Supplier
Admin
Staffing
Note: you can also build your own
Delivered WorkCenters
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Expanded Search
Additional Fields for
Search:
– Supplier Name
– PO Business Unit
– PO Number
Usability Enhancements
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Totals Calculator
– Focus User Entry
– Reduces Chance of Error
Usability Enhancements
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Copy Source PO
Usability Enhancements
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Visual Display of PO Selected
Usability Enhancements
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Flexibility to ‘Save for Later’
Usability Enhancements
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Able to present to auditors a complete audit history of
who made changes to the supplier master and when
those changes were made
The setup of the Audit Framework allows
organizations to identify the fields on the supplier
master for tracking.
The changes to the supplier are stored in the audit
trail framework.
The audit trail captures the user, the date/time, and
the actual change.
Financial Audit Trail for Suppliers
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From the Mass Voucher Approval component, users can return
invoices and view invoices after final approval or denial.
Users can, through an option, re-submit a voucher or allow a
voucher to be saved and submitted later.
Users can re-approve an invoice if the remit supplier is changed
on a previously approved voucher.
The approver can assign additional approvers and reviewers on
an ad hoc basis during the approval process.
The approver can add comments without taking any action on
the approval page or he can add attachments.
Approval Framework Extensions and Enhancements
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Allows closing the Receivables open item
automatically when the voucher is paid through
Payables.
The enhancement also creates consistent
accounting entries across the three products.
The netting account functionality is extended to
allow a deposit to be created for payments from
PeopleSoft Payables.
Receivable Integration
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Allow requesters and buyers to group requisition and purchase order
lines that correspond to a single asset so that when Purchasing
determines that the receipt of a procurement group sequence is
complete, an asset is created automatically in PeopleSoft Asset
Management.
– Organizations can both simplify and gain flexibility in terms of how they manage
capitalization.
Debit and credit memos may be issued to adjust the cost of one or
multiple assets created as a result of unitization. To eliminate manual
steps for allocating cost adjustments, a work page is part of the
adjustment voucher to permit drill down to the asset or assets created
from the original voucher.
E-mail notification of asset-applicable credit memos provides
accountants with improved visibility to credit transactions that may
require further review or action.
The asset description field is larger in the voucher and pass through to
Asset Management.
Improved Integration with Asset Management
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Extends the attachments capability to:
– Supplier
– Voucher
– Quick Invoice
– Voucher Inquiry
Attachments
Expenses
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New Browser and Mobile Expense Reporting User Interfaces
Expense Report Withdrawal
Expense Report Receipt Management Options
Expense Report Financial Summaries
Enhanced Credit Card Transaction Detail (additional breakdown of
airfare, car rental, hotel, etc.)
Configurable Expense Certification
Global Per Diem Rule Enforcement
Advanced Timesheet Approval Controls
Transaction Governance (Fraud detection software integrated with the
Oracle Governance, Risk and Compliance (GRC) T&E Monitoring Accelerator
product)
Expense Highlights
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New GUI simplifies and streamlines the expense reporting process for
users by leveraging the latest in user interaction science
New Browser and Mobile Expense Reporting GUI
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Mobile Expenses homepage (mobile tablet view)
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User can withdraw expense reports that they have submitted as long as
the report has not been reviewed or approved
Expense Report Withdrawal
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The configurable framework has the ability to specify whether
attachments are allowed at the header (report) level, the line
(transaction) level, or both.
Expense Report Receipt Management Options
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With PeopleSoft Expenses 9.2, new analytics on the expense report user
interface include Expenses by Day, Totals by Department, and Totals by
Project/Activity views.
Expense Report Financial Summaries
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Users are able to attest to the accuracy of their report and to their
compliance with organizational expense policies.
Configurable Expense Certification
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A new range category to establish a virtually unlimited number of daily
or hourly ranges that determine per diem reimbursement amounts.
Per Diem deductions by percentage, amount, and by a flexible formula
configuration
A flexible formula setup page with key per diem data fields and
mathematical operators to support complex per diem rules.
Global Per Diem Rule Enforcement
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Allows a timesheet or expense sheet to be broken apart by line items for
approval to different project managers
– Project Managers see only what they need to approve
– Approved lines flow to Project Costing even if other rows have not been approved
Advanced Timesheet Approval Controls
Accounts Receivable
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Customer Hierarchy
Support for Contracts in Collections
Consistent Conversations (tighter integration with eBill, track conversation
by invoice)
Receivables Direct Journals to Project Costing Integration
Receivables WorkCenter
Payables and Receivables Integration for Interunit Billing
Aging and Dunning Enhancements
Approval Framework Improvements & Extensions (ability to add adhoc
approver and attachments to a transaction during the workflow cycle)
Item Level Attachments
Partial Payment Unpost
1099-C Enhancements
Hosted Credit Card Storage and Payment
Accounts Receivable Highlights
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The Customer Hierarchy features an interactive chart of customer
relationships, with options to view customer details or take actions on a
customer account.
Customer Hierarchy
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Support for contracts and projects on the Collections Workbench by
providing additional search capabilities and showing customer balances
by contracts and projects
Contracts Tab on the Collections Workbench
Support for Contracts in Collections
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Receivables Direct Journals to Project Costing Integration
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Accounts Receivable
– Easy and Quick delegation of tasks
– Drilldown to transaction detail
– Ability to run processes on multiple transactions
– View query results and reports
Delivered WorkCenters
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Allows closing the Receivables open item automatically when the
voucher is paid through Payables
Creates consistent accounting entries across all involved products
Netting account functionality was extended to allow for a deposit to be
created for payments from PeopleSoft Payables
Payables and Receivables Integration for Interunit Billing
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Ability to categorize doubtful items during the aging process
Customers who use interunit billing are able to exclude interunit
customers from aging reports
Aging and Dunning Enhancements
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Customer statements can be run using system dates
Aging and Dunning Enhancements
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Users are able to view item-
level attachments through
the:
– Payment
– Maintenance
– Credit card
– Draft worksheets
Users are also able to view
billing invoice attachments
from Receivables for open
items that were created
through Billing and to
access them in the various
worksheets.
Item Level Attachments
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System presents the user with a Partial Unpost Worksheet with all the
original payment applications from the payment group
– Partial Unpost Allows Mistaken Items to be Removed
– New Unpost Worksheet
– Rebalance by applying any remaining payment balance
– Apply unposted to new items
Partial Payment Unpost
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With the new enhancements, you can:
– Associate a customer with a Canceled Debt Reporting customer group.
– You can then select the designated 1099-C customer group, a single customer, or
all customers for 1099-C processing.
– Generate 1099-C reports for one or more business units associated with a
canceled debt creditor.
– Store information that indicates a 1099-C report has been created for a customer,
and retains the data submitted in the report.
1099-C Enhancements
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Participating Order to Cash Products
– Order Management (Batch and Online)
– Return Material Authorizations
– Billing/Credits (Batch and Online)
– Receivables
– eBill Payment
– Customer Contact Profile
“Old” method of storing credit card data still available
Hosted Credit Card Storage and Payment
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Create Profile Option
– CyberSource secure data
capture page
– User is automatically
transferred to the
CyberSource page
– User Profile created on
CyberSource side
– Token ID is returned to
PeopleSoft database
– Last 4 Digits of Credit Card
returned to PeopleSoft
database
– Expiration Data is returned to
PeopleSoft database
– No secure Personal
Information is stored in
PeopleSoft
Hosted Credit Card Storage and Payment
Billing
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Billing Dashboard
Billing WorkCenter
Simplified Billing Entry
Enhanced Billing to Project Costing Integration
Enhanced Integration with Payables
Billing Highlights
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The dashboard provides access to key information and real-time
analytics such as:
– Invoices not interfaced to GL and AR
– Total invoices in various billing statuses
– Number of invoices processed monthly in a quarter.
Users are able to drill into each of these analytics and view the detail
transactions.
Billing Dashboard
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Billing WorkCenters
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Ability to configure an express billing entry page with only desired fields
through the use of express bill entry templates
Simplified Billing Entry
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eBill Payment Portal
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Manual Items created in Billing will be pulled by Project Costing
Enhanced BI to Project Costing Integration
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Capability to send detail header or line information to Payables when
vouchers are created for the Payables business unit.
This function provides the flexibility needed in the billing and payment
process for interunit vouchers.
Enhanced Integration with Payables
Project Costing
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Project Summarization and Compression
Rate Plan Pricing
Variance Pricing
Simplified Capture of Project Costs and Revenue (process AR
direct journals)
Projects WorkCenter
Project Financial Pivot Grids
Multi-Dimensional Rate Definition
Manager Transaction Review
Project Costing Highlights
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Each application engine
process for the
corresponding feeder
application, sends detailed
information to the
corresponding detail table
When running the Project
Summarization or
Compression you have the
option to select
– Daily, Monthly, Quarterly,
Weekly, and Yearly as the
Date Summarization level on
the Summarization Template.
Project Summarization and Compression
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Rate Plans can contain multiple rate sets.
Ability to process rate sets that have a common base across projects
which reduces the cycle time when processing and compressing
transaction from pricing.
Rate Plan Pricing
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Retroactive rate adjustments are required when contractors
retroactively apply new rates to transactions that are previously
processed
Expanded run control parameters enable more control over the variance
pricing transactions that are created
Run control page has an optional review page to examine output before
processing.
Variance Pricing
Select to enable
variance pricing
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The rate definition type of Cost/Billing creates cost and billing target
rows, reducing the number of rate sets required and accelerating the
Pricing process
Flexible Rate Sets
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Project WorkCenter
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Project Financial Pivot Grids
• Uses Query as data source
• Displays in Grid or Chart
• Drag / drop among rows, columns and filters
• Drilldown to details
• Change filters• Export data into
Excel
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The Custom Rates feature offers the ability to define rates by as many
as five different fields (or dimensions) that are available in the project
transaction table (in addition to rates by employee, role, job code).
Multi-Dimensional Rate Definition
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Enables organizations to review and approve billable transactions
before interfacing them to PeopleSoft Contracts and Billing
New: filter transactions by contract and contract line
Manager Transaction Review
Asset Management
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Asset Cost Adjustment Enhancements
Enhanced Procurement and Payables Integration for Assets
Asset Physical Inventory Enhancements
Disposal Worksheet Improvements
Project Costing ChartFields in AM (included in accounting entries, online
inquiries and reports)
BI Publisher Reports in Asset Management (existing Crystal reports in
XML format)
Printable View of Asset Enhancements
Accounting for Asset Retirement Obligations
Dynamic Bonus Depreciation
Approval Framework Adoption for Asset Management (self service / asset
disposal)
Accounting for Prior Lease Payments
Asset Management Highlights
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Enter first acquisition
line
Click on Capitalize
button and save
Without leaving the
page, click the Add a
New Row button to
add the next
transaction.
Rapid Capture of Multiple Distinct Asset Cost Adjustments
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AM employs Related Content functionality to display Asset Cost History
information from any page within the Basic Add component
View Asset Cost History from Basic Add Component
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Ability to group
requisition and purchase
order lines that
correspond to a single
asset.
Purchasing can determine
when assets should be
created based on the
receipt of a procurement
group sequence.
Flexible allocation of
asset-applicable voucher
adjustments.
Enhanced Procurement and Payables Integration for Assets
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Email notification of asset-applicable credit memos improve visibility to
credit transactions that may require further review or action
Enhanced Procurement and Payables Integration for Assets
To set up email notification
of asset-applicable credit
memos
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PeopleSoft Asset Management 9.2 enhances Asset Physical Inventory
functionality by providing:
– A configurable Mass Transaction Manager that replaces Mass Change for Physical
Inventory.
– Configurable inventory occurrence criteria.
– Improved view of Physical Inventory processing steps.
– Validation of asset acquisition date against physical inventory control start and end
dates.
– Physical inventory of assets assigned to multiple sets of ChartField combinations
for a single department ID with new alert for an asset assigned to multiple
departments.
– Reconciliation of location area ID and custodian name.
– Identification of duplicate serial IDs within the same physical inventory ID.
Asset Physical Inventory Enhancements
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Expanded asset search criteria selection, including:
– asset ID range
– area ID
– in-service date range
– parent ID
Disposal Worksheet Improvements
– FERC code
– group ID
– asset status
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Additional asset
information fields:
– Asset Type
– Asset Subtype
– Asset Retirement
Obligation fields
– Capitalization Threshold
Printable View of Asset Enhancements
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Performs the following functions:
– Flags assets with legal obligations
that are associated with retirement
to facilitate proper reporting and
processing of the retirement
obligations in accordance with
GAAP.
– Captures the initial measurement of
an asset retirement obligation.
– Calculates depreciation of the asset
retirement cost.
– Recognizes and measures the ARO.
– Provides online schedule of ARO
expenses for review.
– Provides accounting and settlement
of ARO.
– Compliance for leased assets, group
assets, and asset impairment.
– Provides reports for ARO.
Accounting for Asset Retirement Obligations
Enable ARO processing in
overall Installation Options
and at the business unit level
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Users can configure new depreciation bonuses as soon as tax
legislation is enacted
Dynamic Bonus Depreciation
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New transaction type
on installations page
Accounting for Prior Lease Payments
Select the Prior Payment in
Current Period check box
PeopleSoft HCM 9.2Transformative
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From an article titled ‘How CEOs Can Transform HR into a Revenue
Driver’ by Mark Hurd, President at Oracle.
“As I visit with big companies and organizations all over the world,
it’s clear that most CEOs realize they need to make some dramatic
changes in how they recruit people, align and manage
performance, make compensation decisions, and optimize talent.”
“What’s not so clear to them is how they make that happen.”
HR Transformation
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In a recent survey of CEOs by PwC, 60% say they are concerned
about not having enough talent and/or the right mix of talent. And
this talent gap is causing them significant challenges:
31 percent said they can’t innovate effectively;
29 percent can’t pursue attractive market opportunities; and
24 percent had to cancel or delay a strategic initiative.
HR Transformation
PeopleSoft HRMS Historical Highlights
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PeopleSoft HRMS
Specialist based transaction processing system where all users
were highly knowledgeable and executed specific data-entry or
processing tasks.
HR, Payroll and Benefits departments were only users
Client Server technology, multiple database vendors supported,
date effectivity, and user created queries
Additional functionality such as Benefits Administration, Time &
Labor, Position Management, and Recruiting were added in
releases.
Employee Data Repository - Robust source of employee related
data.
PeopleSoft HRMS Historical Highlights
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PeopleSoft HCM
Human Capital Management is introduced
Source Data Capture – a move toward efficiency
eApps – ePay, eBenefits, ePerformance, etc. creates dramatically larger
user base.
Streamlining of business processes through routings, approvals,
worklists and roles
Easily determine the status of a transaction, identify and work around
roadblocks with a robust and convenient audit trail
Browser based user interface - system accessibility now mated well with
the move to allowing all employees access to HCM self-service
Employee Data Repository – Accuracy and timeliness improvements
PeopleSoft HRMS Historical Highlights
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Interaction Hub - Configurable user interface with single navigation across
all applications powered by a new global search capability. From a single
company branded home page, users can access any transaction across
HCM, ELM, and HR HelpDesk.
PeopleSoft HCM v. 9.2
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Activity Guides - User configurable guided navigation for business processes
including steps (including sub-steps), actions (required or optional) and
approval processing. Steps can even involve navigating outside of
PeopleSoft HCM. EXAMPLE: Life Events
Train Stops – PS delivered guided navigation process that displays and
orders a series of steps (with possible sub-steps) to accomplish an overall
task. The goal is to provide the end user with a complete view of the process
and allow them to see where they are within the process at any point in time.
EXAMPLE: Paycheck Modeling
PeopleSoft HCM v. 9.2
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PeopleSoft HCM v. 9.2
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HCM Manager Dashboard - provides business managers a real-time high
level view of their operations
PeopleSoft HCM v. 9.2
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WorkCenters –WorkCenters are preconfigured pagelets and links that allow
personalization to look and feel.
– One stop shop for key roles within a business process to conduct transactions,
take action on alerts and view reports and analytics.
– Can be cross functional, highly configurable and deliver personalized content to the
users’ based on their roles and permissions
– Standard pagelets include: 1) My Work, 2) My Links, 3) Queries, and 4) Reports
and Processes.
PeopleSoft HCM v. 9.2
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PeopleSoft HCM v. 9.2
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Active Analytics Framework
Pivot Charts/Grids – actionable operational analytics – allows drilldown from
charts to source data in grid format
– Attendance Violations
– Gross Pay by Department
– Headcount Movement – Manager
– Current Headcount – Administrator
– Job Openings Aging Analysis
– Salary Increase by Performance
Self-Service - Deeper employee and manager self-service
functionality
Management – Addition of manager decision making tools (business
analytics) and business process management
PeopleSoft HCM v. 9.2
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Mobile Solutions - Company Directory
PeopleSoft HCM v. 9.2
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Help
– PeopleBooks Web, Local and/or PDF Based Help
– Embedded help
– Business Process Maps based help
Global Search - PeopleSoft Search enables you to take actions directly from
your search results based on context without navigating through the menu to
find the pages and data that you are looking for.
Email Approvals of Work List Items
Attachments - easier to use than in version 9.1
PeopleSoft Update Manager – PeopleTools 8.53 - Bundles and
Maintenance Packs are no longer used. Allows user tailored update
packaging and selective application of patches and Tax Updates.
PeopleSoft HCM v. 9.2
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Brass Ring – PeopleSoft HRMS
Silver Ring – PeopleSoft HCM pre-version 9
Gold Ring – PeopleSoft HCM version 9
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HCM systems will be major players in improving employee engagement,
productivity, and collaboration across the organization
Efficiency - Doing more with less will always be the goal of
organizations
Change is inevitable
– Changing demographics mean changing expectations (Millenials – 36% of
workforce in 2014 and 46% by 2020)
– Working styles – telecommuting is here to stay and will be expanding.
– Getting the most out of our workforce means providing the same degree of social
immersion, accessibility and collaboration from technology both at work and our
personal lives.
Opportunities and Challenges
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Identifying appropriate functionality
– Must support organizational mission
– Must have a positive ROI
– Resist fads
Adopting new functionality
– Organizational buy in – executive sponsor
– Resources, knowledge and time to implement
– Resources to support added functionality
Opportunities and Challenges
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Opportunities and Challenges
The golden ring is here ready for you to pick it up, put it on your finger and show it off to your organizations. And in doing so you just might become the Belle of the Ball!
Upgrade vs. Re-ImplementAnalysis Review
October 3, 2013
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Methodology From a General Point of View
– Definition of Upgrade vs. Re-Implementation
– Why do organizations continue to invest in PeopleSoft?
– Key Considerations when making decision
– Level of Effort comparison by phase
Methodology From the <CLIENT> Point of View
– Key Considerations when making decision
– Compare ability to meet <CLIENT> goals under each approach
– Level of Effort to achieve these goals
Conclusion
Table of Contents
Methodology – General Point of View
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Upgrade: Involves executing pre-delivered scripts, provided by the software vendor, which migrate
transactional data, configuration data, configuration values, reports, interfaces, and customizations.
Often this is referred to as a ‘technical upgrade’, as the business processes that are established are
carried forward. The upgrade path is provided by the software vendor, which is typically within two
releases. After executing the upgrade scripts, new features and functionality provided by the
software vendor are available to the customer. Additional functional modules can be implemented,
provided that they do not interfere with migrated custom code.
Re-Implement: Involves a migration from the older version of the software to a current version
utilizing custom ‘conversion’ code rather than the upgrade scripts. The execution of a re-
implementation approach is similar to the original implementation, as business process re-design
typically accompanies this approach. In addition to business process redesign, system design and
configuration decisions can be reconsidered and altered as appropriate, requiring a data mapping
and fit-gap exercise. The re-implementation approach treats the current version as a legacy system,
and the latest version as the new target. If design and configuration changes are made, then there
could be significantly more effort in converting transactional data, reports, and interfaces.
Customizations should be re-considered, with the goal of removing pervasive customizations and
replacing with new functionality or additional functional modules.
Definitions
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Oracle acquired PeopleSoft in 2005, and for a period of time the future of PeopleSoft
was in doubt. Many in the industry believed that Oracle would simply deprecate the
software and force their customer base onto the Oracle EBS suite or onto the new
“Fusion” products that were promised. Ultimately, Oracle opted to continue investing in
the PeopleSoft product line.
There have been three major releases of PeopleSoft since its acquisition by Oracle,
and many more are in development. Oracle has committed to continuous development
of the PeopleSoft suite of products through at least the year 2027.
Organizations with significant investment in the product no longer need to be concerned
in the direction in which Oracle is taking PeopleSoft.
New enhancements are delivered with each release to extend the return on investment
Oracle’s objective is to help Customers achieve World-Class Finance Processes by
leveraging the latest technologies to:
– Increase Productivity
– Accelerate Business Performance
– Lower Cost of Ownership
Why Do Organizations Continue to Invest in PeopleSoft?
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Upgrade or Re-Implement? Key Considerations
Upgrade ERP if… Re-Implement ERP if…
There are minimal customizations There are many customizations which can be replaced with
new features in current versions or newer modules
Customizations that exist will be carried forward as-is
with no new development
Customizations must be retained, but must be re-coded for
any reason (new table structures, better efficiency, etc.)
All business requirements are satisfied with the current
system
Business requirements are currently unsatisfied
New functionality can be introduced via additional
modules without impacting upgrade process
Functionality offered via additional modules would be
impacted by current business process or customizations
Current system design can be carried forward without
significant change
System design changes must be considered (perhaps due to
lack of conformity, or design limitations of future expansion)
Business processes do not need to change (i.e. already
following best practices)
There is a need to change business processes toward best
practices, to improve productivity
The upgrade path is straight-forward, with minimal steps
and dependencies
The upgrade path requires multiple steps and involves many
dependencies
The organization has a very low tolerance for change The organization has embraced change and understands the
value to be delivered
There is limited time or budget Time constraints are minimal, and business case allows for
greater budget to be available
There are many factors to consider when planning a migration from current state to the most recent versionof an ERP platform. The questions below help to inform an organization of where they sit in this spectrum:
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Project Methodology – Same Approach Different Effort
Regardless of the decision to upgrade or re-implement,
the migration to a more current version of an ERP will follow the same
general project life-cycle but the level of effort within each phase will vary
High
Low
HighLow
Complexity
Effort / Duration
CostThe decision support tools
utilized in this analysis will help to
quantify a recommended
approach as well as the relative
difference in effort between the
two options based on <CLIENT>
specific circumstances
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Initialize Phase Comparison
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Conceive Phase Comparison
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Design Phase Comparison
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Develop Phase Comparison
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Deploy Phase Comparison
Methodology – <CLIENT> Point of View
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Approach Used
Given the scope as defined by the <CLIENT>’s stated goals and objectives, the SpearMC
Upgrade vs. Re-Implement Decision Support Tool will be distributed to key <CLIENT>
employees.
These employees are then asked to perform a self-analysis based upon the specific
circumstances facing the <CLIENT>.
The tool provides a quantifiable evaluation based on critical factors to be considered when
migrating from PeopleSoft vX.X to v9.2 and level of effort.
The feedback was then aggregated and averaged, producing the final result.
Self Evaluation – Upgrade or Implement
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Will specific <CLIENT> goals be met?
This analysis shows
the relative ability to
meet the stated goals
of the <CLIENT>
under each approach.
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Final Score
Scores indicate a re-implementation approach to be the recommended path for the <CLIENT>
based on key considerations taken in evaluating current state of technology
to meet business objectives.
Self Evaluation – Upgrade or Implement
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Self Evaluation - Detail
What is the level of customization within your organization? Score = 90
“The # of mods is not high, but key assignment is pervasive.”
“There are a lot of customizations that also disable existing functionality.”
“The impacts of the Activity Billing customization is pervasive throughout the system. This
fundamentally creates behind the scenes accounting that precludes the <CLIENT> from
being able to meet audit requirements, financial reporting, management reporting and
transparency.”
Will customizations be carried forward to the latest version? Score = 50 (Partially)
“The goal is to minimize the carry forward of customizations when PeopleSoft functionality
exists to meet our business needs. Any need for a new or existing customization will need
to be highly scrutinized by the governance protocols that will be in place during the re-
implementation.”
“Current PeopleSoft functionality meets <CLIENT> business requirements, but it will result
in significant business process redesign.”
Not At All Highly Customized
No Partially Yes
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Self Evaluation - Detail
To what degree is business process redesign desired? Score = 87.5
“A basic foundation of use in each module or application is required to create stronger
internal controls and meet the business requirement to implement commitment control.
There will also be efficiencies and standardized processes benefits realized. This is highly
desired, as this will allow us to remove activity billing & replace other customizations that
are in place where PeopleSoft functionality is available.”
“It will be necessary, but likely not desired by most departments.”
To what degree is chart of accounts redesign desired? Score = 75
“Many of our significant business problems are predicated on the non-standardized use of
our ChartFields. We are not able to report at a <CLIENT>-wide level for financial,
management and regulatory reporting. Each department uses each chartfield for different
purposes and also creates budget control levels at different chartfields.”
“It will be necessary, but likely not desired by most departments.”
No BPR A Great Deal of BPR
No COA Change A Great Deal of COA Change
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The relative effort for a Re-
Implementation was determined
by <CLIENT> employees to be
245% of the effort for executing
Upgrade
SpearMC’s estimate was 312%
Activities within these phases
which drive up the effort include:
– Chartfield Harmonization,
Integration Strategy
– New Functionality
Implementation
– Business Process Redesign
Strategy and Delivery
Level of Effort Comparison
Initialize Conceive Design Develop Deploy Total
<CLIENT> Employee Scores
Upgrade
ReImplement
Initialize Conceive Design Develop Deploy Total
SpearMC Scores
Upgrade
ReImplement
Questions
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About SpearMC Consulting
Founded in 2004, SpearMC is a professional services firm specializing in
Enterprise Resource Planning (ERP), Business Application Development,
Project Management, Change Management and Technical Training.
Each member of our Senior Management Team leverages over 20 years of
experience in Technology, Financial and Business Transformation.
Our Consulting Specialists and network of Business Analysts, Technical
Leads and Project Managers average 15 years of experience.
Our consultants combine technical specialization, industry experience, and
operations improvement best practices custom-tailored for the job at hand.
Industry focus areas include: Energy, Transportation, Healthcare, Government,
Media/Technology, Consumer Products and Banking.
Regional offices in San Francisco, Chicago, Seattle and Oklahoma City
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Services and Core Competencies
Technology and Business Consulting
Full-service ERP and BI Selection, Implementation and Integration
• Oracle EBS, PeopleSoft, JDEdwards, SAP
IT Transformation, IT Strategy and IT Infrastructure
ERP Bolt-On Applications Development
Technology and Applications Training
Capability Assessment
Program and Project Management
Project Management Office (PMO)
Project Portfolio Management
Change Management
Business Transformation
Operations Improvement (Six Sigma, Lean, etc.)
CIO and CTO Advisory Services
Strategy for Pricing and Revenue Enhancement
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Needs analysis
– IT Strategy & Transformation
– ERP Selection & Implementation / Integration
– Business Transformation
– Project Management
Assess staffing requirements
– Complement existing expertise and skills
– Capability Assessment
Tools, best practices and proven management techniques include
– Continuous Improvement
– Six Sigma
– Lean
– Agile Project Management Techniques
– Change Management
Project Methods and Tools
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We have studied the critical success factors in systems evaluation and
implementation projects and built them into our methodology and tools
Business Case Focus on the capabilities & benefits, not just “going live”
Assign clear ownership of benefits
Define metrics and manage to them
Use the business case as a management tool
People Align the organization on the true destination, focusing on
the people who have to make it happen
Achieve balanced people, process and technology
changes
Transition project roles to a way of life
Teach the organization to use new capabilities
Apply program management practices throughout the
program life cycle
Process Orientation Build and leverage process expertise
Extend capabilities beyond the ERP foundation
Promote post-implementation commonality
Twelve Leading PracticesTwelve Leading Practices
62%
16%
12%
People Process Technology
The majority of unresolved issues on major
business systems projects are people related,
not software related.
Focus on how selected solutions will work,
instead of debating minor product
differences.
Point of View
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Average of 15 Years of Consulting
– Our principal consultants and employees are highly specialized and recognized in
their respective fields
Continuous Learning
– Regular attendance of trainings and seminars
Best Practice Sharing
– Presenting at local and national levels:
Oracle Open World, Quest Collaborate, Regional User Groups, and our own
SpearMC IT Roundtables and Road Shows
Certifications & Specializations
– CPAs, Project Management, Six Sigma, APICs
– Lean Six Sigma, Lean Manufacturing, Global ERP Transformation, Supply Chain,
Strategy and Continuous Improvement
– PeopleSoft Financial Management, Human Resources, PeopleTools
SpearMC Consultant Profile
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Industry Expertise
– SpearMC offers deep knowledge of ERP systems and integration, IT strategy and
operational improvements. Let us help you improve the operating and financial
performance of your investments.
Staffing for IT and Business Transformation
– Supplement, complement, enhance, or expand your portfolio of skills and
experiences with SpearMC resources fast and effectively.
Outsource Project Management
– Flawless execution with a focus on financial business process redesign and
continuous business improvement.
Partnering & Business Development
– Employ the SpearMC expertise and network within the energy and transportation
industry.
Our Strengths
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Partnering with SpearMC
Approach
• Consultant as coach and facilitator
• Consultant driven via process, people & technology
• Specific skill and deep product knowledge
• Sustainable results driven by a seasoned resources
• Process business transformation complemented by technical knowledge
Partnership
• Consultant as expert to compliment GIP
• Helping GIP to identify value and reduce risk
• Assist in visioning and planning to meet objectives
• Sustainable results by helping GIP to drive to the strategic goals quickly
• Deep with industry knowledge to add to GIP’s strengths
• Scale up and down to support GIP
Sustainable
Results=
SpearMC listens to and partners with the customer to help them achieve their goals….