OCM Role and Resourcing - McMaster University · Detailed summary of changes in each HR area...
Transcript of OCM Role and Resourcing - McMaster University · Detailed summary of changes in each HR area...
HR Phase 1, Release 1: Change Impacts Summary
July 2014
McMaster University
HR Change Impacts Summary
Table of contents
Introduction and purpose
Definition and purpose of a change impact assessment
Approach to gather impacts for HR
Summary review of changes and impacts
Detailed summary of changes in each HR area
Process to manage mitigation strategies and outstanding items
Next steps
Appendix
2
HR Change Impacts Summary
Introduction and purpose
The purpose of this document is to:
Present a summary of the changes identified during the HR impact sessions
Discuss people, process and technology changes as they relate to the following groups:
Human Resources Service Centre (HRSC)
School of Graduate Studies (SGS)
Faculty of Health Science, HR (FHS HR)
Decentralized HR areas (e.g., Departments)
Employees
Faculty
Other (e.g., Campus Solutions)
Present possible change management, communications and training activities to mitigate
the changes identified
Note: This document is not intended to provide a thorough analysis of stakeholder issues but
reflects those key impact areas that will be of importance to end-users in respective HR
departments and areas across the University
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HR Change Impacts Summary
Definition and purpose of a change impact assessment
The Mosaic HR Change Impact Assessment:
Provides a summary of the expected changes that may result from the implementation of
PeopleSoft and how those changes will affect McMaster employees, faculty and/or students
Identifies change impact areas that should be addressed in order for the project to move
forward effectively
Identifies high-level impacts and degree of change by functional area to allow the OCM
team to plan and target critical areas
Why conduct a Change Impact Assessment?
Identify changes to work activities, processes and jobs
Enable targeted communications by population group (e.g., employees / staff, faculty,
students)
Identify special training requirements needed to prepare end-users for the change
Help leadership guide people through the change, by understanding where the major
changes will take place
Provoke meaningful discussion with employees, faculty and students around the impacts of
the change
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HR Change Impacts Summary
The approach used to gather change impacts for
Human Resources
November – February March - April May May – Go Live
3. Review and validate
changed identified
Review and validate
detailed change impacts
with project team
members, Functional
Leads and Functional
Chair
Ensure additional impacts
provided from the HR
community are considered
(e.g., HRSC)
1. Assess current state
and to-be processes
Conduct detailed reviews
of current state and to-be
process maps (Industry
Print) to understand
changes to specific HR
processes
Identify those processes
which require deeper
review because of depth
of change and / or breadth
of change; schedule for
workshops / interviews
4. Identify OCM tactics for
high impact changes
Identify OCM tactics,
activities and planned
interventions for high-
impact changes
Present findings to
Functional Leads and
project team members
2. Gather impacts through
workshops and interviews
Conduct workshops with
Functional Leads, project
team members and
identified End and Super
Users to understand
impacts
Categorize (high, medium
or low) and document
impacts on the Mosaic
Change Impacts Tracker
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HR Change Impacts Summary
Summary Review of Changes and Impacts
Phase 1, Release 1
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HR Change Impacts Summary
Overview of Changes Captured
The HR “What’s Changing” workshops ran from March 20 to April 4, 2014, additional
sessions were scheduled for Recruitment on July 24 and 25, 2014
The impacts were determined based on input from HR Super Users, HR staff and the HR
project team
In total, 74 changes were captured indicating 143 impacts, of which more than 60% were
identified to have a positive impact on the end-user community
Each impact was categorized as high, medium or low – the following graph summarizes the
number of impacts captured in each HR area
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Summary of
Impacts
Captured:
H 43
M 21
L 10
0 2 4 6 8 10 12 14 16 18
Training Administration
Time Management
Payroll
Health & Safety
Core HR
Benefits
Total number of impacts per HR area
L M H
HR Change Impacts Summary
Once each impact was identified, the degree of change from a people, process and
technology perspective was determined
The following provides a high-level overview and summary of key changes in each people,
process and technology category (please refer to the appendix for further details on each
category)
Overview of Impacts Captured
8
People How will Mosaic
impact HR
stakeholders?
12%
of impacts
Process How will Mosaic
impact the way
that work is done?
79% of impacts
Technology How will Mosaic
impact current
work practices?
9% of impacts
Total impacts
identified for
People:
17
Total impacts
identified for
Technology:
13
Total impacts
identified for
Process:
113
HR Change Impacts Summary
Summary of People, Process and Technology Impacts
9
Technology – how will Mosaic impact current work practices? Better reporting and query capability (PS = book of record)
New / revised forms and tools (e.g., payment agreement, temporary position, employee attribute matrix)
Gradual elimination of shadow systems (e.g., spreadsheet tracking)
Anticipated increase in data entry / search requirements (e.g., duplicates)
Increased automation and reduced manual entry (improved data quality)
Streamlined processes (e.g., time entry, termination, approval)
Increased self-sufficiency (e.g., OT)
Reduced workload for HRSC, FHS HR and SGS (e.g., generate schedules, vacation entitlement report)
Efficiency gains (e.g., cheque reconciliation process)
Process – how will Mosaic impact the way that work is done?
People – how will Mosaic impact HR stakeholders? Terminology / definition changes (e.g., POI)
Able to edit / update information (e.g., position data)
Able to self-complete tasks or activities (e.g., time entry)
Perception of changes and decreased ownership over processes (e.g., Faculty + tuition assistance)
Potential increase in ad-hoc H&S requests
HR Change Impacts Summary
Detailed Summary of Changes in Each HR Area
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HR Change Impacts Summary
Detailed summary of changes in each HR area
The following tables highlight the changes that were identified during each session:
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HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Benefits
Manual Life
Events
• Sequencing logic exists to simplify the
process to select dependent beneficiaries M + HRSC, FHS
• No specific action has been
noted
Overage
Dependent /
Student
• Employees will be required to
electronically indicate if their dependent is
a student in PS
H + Employees
• C: Specific message to
people who have dependents
listed
• T: How to select dependents
Tracking
Additional
Plans
• Medical / Dental will have three levels of
proration based on FTE. The eligibility will
be assessed automatically via the system.
H - Employees • C: Impacted employees and
their managers
• Lateral moves within UNIFOR Unit 1willl
leave that individual on the same benefit
plan. No additional Action required ,
• UNIFOR Unit 1 will be automatically
enrolled into LTD via the system based on
probation date
L ~ HRSC, FHS,
SGS
• T: How benefits will be
handled in the system for
people making lateral moves
• T: Rule in the system for LTD
and how it will be applied
Sun Life
Interface
• Interface to Sun Life will avoid dual entry
into PeopleSoft and Sun Life system,
keeping data in both system accurate and
synchronized.
H
+
HRSC, FHS
• No specific action has been
noted
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
12
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Benefits Tuition
Assistance
• Campus solutions will need to run a query
to assess eligibility for internal courses;
reduces the need for paper-based forms
H ~
Employees,
Campus
Solutions
• T: Refresher training for
Campus Solutions on how to
query and determine eligibility
• Managers will be required to determine
eligibility for Tuition Assistance; more
efficient process (+) but larger role by
Managers (-)
H + / -
Employees,
Managers
across
Campus
• C: Employees will need to
know where their entitlement
banks are located (via ESS)
• Change to workflow for IN / EX courses -
external courses will flow through HR;
internal courses will flow through Campus
Solutions
• Moving to an electronic process that will
follow workflow depending on if the course
was internal or external; T&E expense will
be required
H + Employees,
Managers
• T: How to submit a T&E claim
for a course
• To be reimbursed for courses, an
employee will need to initiate an expense
through the T&E module
L ~ Employees,
HRSC
• C: Reminder communication
about course reimbursement
processes
• Users will no longer need to manually
keep track of tuition allowances on
spreadsheets
M/L - HRSC • T: Navigation on where to
locate the entitlement banks
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
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HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Core HR
Add
Additional
Job
• More options exist in PS for employment
instances
• Tax deductions will be automated
H + HRSC, FHS
• C: Awareness and
understanding of employee
instances
• T: Types of employee
instances and how each will
be managed
Add
Contractor –
POI Instance
• Person of Interest – new concept H -
HRSC, FHS,
Large
number of
people will
be impacted
• C: POI concept to HR
community
• T: When and how to set-up
POIs in the system
Apprenticeship
Wage
Progression
• Automatic notification when hours are met
for a step increase L/H +
Depts,
HRSC,
Facilities,
etc.
• C: Facilities, O&M, etc. about
changes in process
Hire / Re-hire
• Users will be required to ensure that
required fields are completed in PS when
initiating the hire process
• Campus solutions users will also need to
understand how to check for duplicate
entries
H +
All recruiting
stakeholder /
HRSC, SGS,
FHS HR,
Campus
Solutions
users
• T: How to check for
duplicates and what fields
must be completed in PS
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
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HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Core HR
(con’t) Hire / Re-hire
• TD1 will still be collected, PS will add
default values L +
HRSC, FHS,
SGS
• T: Collect forms from
employee’s
• Users will need to check if a person
already exists in the system before starting
the hire process; some update of paper
files to accommodate Person ID (9 digits)
will be required
H ~/+
All
stakeholders,
Depts,
HRSC, SGS,
FHS HR
• C: New PersonID concept,
including addition of 2 digits;
need / purpose of checking if
person exists in the system
• More steps in the hire process and keying
in of information; will automate future
processes
L + HRSC, SGS
, FHS HR
• No specific action has been
noted
• PS will eliminate the duplication of effort
through the Recruitment module for temp
casual employees
H +
HRSG, SGS,
FHS HR,
Temp casual
• C: MacTRAC will not be used
for recruitment in the future
• T: Importance of completing
specific fields in the system
• Able to set effective dates in the system
which will issue a ID to that individual H +
All recruiting
stakeholders,
new
employees,
Ancillary
system
owners
• C: Assignment of IDs
• T: How to set an effective and
start date in PS
• People and position data will be provided
in advance of an individual starting on a
job
H + HRSC, FHS,
Departments
• CM: Specific change
activities with departments
about change in process
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
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HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Core HR
(con’t)
Hire / Re-hire
• Employee Attribute Matrix will automate
benefits and other HR processes L Employees
• No specific change action has
been noted
• If an employee is new to a department (but
not the University) no re-entry of data will
be required
H + All recruiting
stakeholders
• T: How to search / add
someone into the system
• T: Available reports and
queries for Dept Hiring Mgr
• Users will not be required to change pre-
populated fields / data (e.g., schedules) M ~ HRSC, FHS
• C: Understanding of which
fields can / not be adjusted
• T: What fields can / not be
adjusted
Manage
Faculty Data
• Position level changes to Faculty job
codes to reflect Faculty progression
through tenure
H +
HRSC, SGS,
FHS, Faculty
Admins
• C: Terminology changes
• T: Terminology changes
Grad TA
Mass Hire • Simplified Grad TA mass hire process M + SGS, HRSC
• T: How the mass upload will
be done in PS
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
16
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Core HR
(con’t)
Position
Attribute
Changes
• Multi-incumbent positions will no longer be
required (Faculty will be provided their
own position)
• Some exceptions will likely exist and
positions will need to be created (HRSC)
M +
Dept
Admins,
Faculty,
HRSC, FHS
• C: Reporting capability and
where to locate information
• T: How to make changes, if
required
• If an employee is moving to a new position
a net new position will need to be created
in that specific department; anticipated
decrease in number of redundant positions
in the system and improved ease of
finding information
H + Depts
• T: Understanding of what
fields and data mean for
position / attribute changes
Temporary
Schedule
Change
• Attribute changes will need to occur on
that specific position
• New terminology (e.g., temp change
definition, full time, part time, etc.)
L ~
Anyone who
deals with
schedule
changes
• C: Definitions of temp
schedule change, full time,
part time employees, etc.
Terminate an
Employee
Instance
• Process to terminate an employee
instance will be simplified in PS L/H +/-
End users (-)
/ HRSC,
FHS, SGS
(+)
• T: How to terminate an
employee instance
Health &
Safety
• Management of process will continue
through EOHSS H + EOHSS
• No specific action has been
noted
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
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HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Payroll
Cheque Print
/ Distribution
• Cheque print will occur in in a PDF file that
a user will be able to review and edit
before it is printed
M + HRSC, SGS • T: How to access, view and
edit cheques
Cheque
Reconciliatio
n Process
• The bank reconciliation file can be
uploaded from the bank to reflect the
status of cheques issued by Payroll
M + HRSC, R&C • T: How to upload file and
access report from PS
Debit Pay &
Benefit
Prepayment
• Debit pay, benefit prepayment, and post
dated cheques are available options to
employees to cover their personal benefit
contributions during unpaid periods
H +
Employees
who take
leaves,
HRSC, FHS
• C: Options for debit pay and
benefit prepayment to those
employees going on leave
• T: Select appropriate option
• P/P: Deadline for submission,
and share with Faculty
Debit Pay
• Debit pay will be an automated debit set-
up from an employees bank account
• Employees will need to ‘opt-in’ to option
and submit written authorization to HR
• Some work around entering, maintaining
and terminating POIs may be required
(HRSC)
M +
Employees,
HRSC, FHS
HR, SGS
• C: Option for debit pay and
requirements to set-up option
• T: How to fill out the form,
and who to send to
• F: Update to existing benefits
/ leaves forms
• Overpayment recovery scenarios require a
signed repayment agreement from the
employee
• Option only available to employees still on
Leave or Terminated employees
L +
Employees
w/ an
overpayment
scenario,
HRSC, FHS
• T: Walk through of the
revised process and its
implications
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
18
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Payroll
(con’t)
Garnishment
Remittance
• Garnishment remittances will be printed
from the HCM payroll module (not A/P);
cheques will be printed for each separate
garnishment
H + HRSC
• C: Process changes (move
from A/P to HCM payroll)
• T: How to print garnishments
from HCM payroll
Import of
ROE Serial
Numbers
• ROE Administrators will be able to
download file from Service Canada and
appear on the ROE record in PS once
validated by HRSC
H + HRSC • T: How to download file and
access records in PS
Mass Upload
to Pay
Sheets
• Mass upload to pay sheets will be used for
one time payments; new formatting and
uploading requirements
M / H + / ~
HRSC (+) /
Depts (-),
FHS (1x
payments)
• C: Process for mass
paysheet uploads
• T: How to mass upload in PS
Pay Advice
• Pay advice will be available through ESS
for all employees H + Employees
• C: Groups who will keep
receiving printed pay advices
• T: How to view pay advice
• Manual cheques will be produced from
within PS; full pay advice on cheque stub H +
HRSC, FHS,
R&C, EE
• T: How to produce manual
cheques within PS
• All jobs under the same ‘wage loss plan’
will appear on one single pay advice M +
People who
have multiple
jobs
• C: Changes to pay advice
format, and how to read
document
Tax Slip
Distribution
• Tax slips will be available within ESS for
employees who opt into this option H + Employees
• C: Availability of electronic
tax slips via PS
• T: How to choose electronic
option
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary 19
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Time
Mgmt
Absence
Request
• Departments will no longer be encouraged
to track accruals using shadow systems,
PeopleSoft will be the book of record for
the University
H + All
stakeholders
• C: Importance of maintaining
data in PS
• T: How to pull reports and
queries from PS
• HRSC and Managers will be able to
correct vacation entries (if an employee
does not use it)
H + / - Managers,
HRSC, FHS
• T: Know procedures and
steps for retroactive
adjustments to absences
(e.g., vacation)
• Department Chairs and Faculty will be
required to approve pay H ~
Dept Chairs,
Faculty, Dept
Managers,
Supervisors
• C: Delegation and associated
processes
• T: How to delegate in PS
Absence
Tracking
• PS will be able to track sick days for
UNIFOR Unit 1 employees; notification will
be sent if more than 9 consecutive days of
sick time is taken
H +
Managers,
Supervisors,
EHS
• C: Capability of PS to track
sick days for UNIFOR Unit 1
• T: How to see tracked time in
the system
• Managers will need to delete future dated
absences from the system L/M ~
Managers,
Supervisor,
HRSC, FHS
• T: How to track vacation if an
EEmoves departments
Detailed summary of changes in each HR area (con’t)
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
20
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Time
Mgmt
(con’t)
Assignment
of Schedule
• Schedules will be assigned at the person
level; greater flexibility H + / -
Depts /
HRSC, FHS
HR, SGS
• C: New processes and
impact of change (e.g.,
balance negative perception
– time savings)
• T: How to attach a schedule
• Schedules must be applied in order to
note an exception (e.g., vacation) L ~
Anyone who
reports time • T: How to apply a schedule
• HRSC R&C will no longer need to
manually generate schedules for
exception hourly employees
H + HRSC R&C • T: How a batch process will
run in PS
• Once a person is entered into the system,
he / she will need to be set-up as a ‘time
reporter’ with appropriate rules associated
H
HRSC, SGS,
FHS HR,
Depts
• T: How to set up as a time
reporter in PS
Enrolling &
Maintaining
Time
Reporter
Data
• Users will need to understand the
Employee Attribute Matrix (time reporter
attributes)
• May need to assign attributes (HRSC)
H -
HRSC, SGS,
FHS HR,
Depts
• T: How to read and pull
necessary information from
the Employee Attribute Matrix
Manage
Compensato
ry Time Off
Plans
• Overtime and flex time can be tracked in
the system for UNIFOR Unit 1 employees M + / -
Time Mgrs
and admins
for UNIFOR
1 employees
• C: Banked time process
• T: What rules are available in
PS; flex time processes
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
21
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Time
Mgmt
(con’t)
Self Service
Time
Reporting
• Process to submit and process time will be
simpler in PS (two vs. five step process) H +
All impacted
stakeholders • T: How to submit time
• PS has a greater number of automated
rules, as well as the capacity to handle
complex rules
M ~ All impacted
stakeholders
• C: Impact of rules (e.g., less
flexibility)
• T: What automated rules
exist
• Employees will be able to bank overtime in
the system H +
All impacted
stakeholders
• C: Overtime process
• T: How to bank overtime, and
associated rules
• Time can be entered by an employee,
timekeeper, manager or supervisor H +/- Depts
• T: How to create a position
and enter time
• Exceptions and total hours person worked
will be captured in PS H +
All impacted
stakeholders
• T: How to enter total hours
worked and exceptions
• New terms and concepts that will need to
be learned (e.g., salary, hourly, exception
hourly, etc.)
L/H ~/+
All impacted
stakeholders
(~) / HRSC
(+), FHS
• C: Different employee types
and their meaning
• T: Pay process for each
employee type
• Will be able to make adjustments to time
entered in the period the entry should
have happened
• Change requests sent to HR Advisor will
no longer be necessary
M + EE, HRSC,
FHS • T: How to adjust time in PS
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
22
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Time
Mgmt
(con’t)
Self Service
Time
Reporting
• Able to use mass time upload to
automatically generate schedules for
employees
M + Depts
• T: How to do mass time and
automatically generate
schedules
• Will be easier to make changes to time
that is already submitted or approved
within the time submission deadline
• Time can be entered through ESS or MSS
• Exception reporting paper based forms will
be eliminated
H +
Employees,
Depts with
time entry
responsibility
HRSC, FHS
• C: Time entry process
• T: How to enter and change
time already submitted
Terminations • PS will automatically pay out vacation;
manual adjustments may be required M + HRSC, FHS
• C: Changes to vacation
payout
• T: How to manually adjust, if
necessary
Vacation
Calendars
• Vacation calendars will be available in real
time H +
HRSC /
Managers,
Admins
• T: Where to find vacation
entitlement; vacation on pay
and remittance advice
Validate and
Approve
Reported
Time
• Holidays have been built into the system;
time administration process will run nightly H + HRSC • T: How to input holiday time
• Timesheets can be locked down after
each pay period
• May need to enforce timelines (HRSC)
M
All
stakeholders,
HRSC, FHS
• C: Time entry cut-off
• Time approval process has been
streamlined to one step in the system L +
Time
approvers • T: How to approve time
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Detailed summary of changes in each HR area (con’t)
23
HR Area Process Change Summary Degree Perception Impacted
Group Proposed Mitigation Strategies
Time
Mgmt
(con’t)
Validate and
Approve
Reported
Time
• Able to delegate time approval duties in
the system H +
Faculty,
Admins
• C: Process changes, and
what information a delegate
can see in the system
• T: How to access the Portal
and ‘work list’
• Grad studies will be moving to a bi-weekly
pay schedule; grad scholarships will be
paid through Campus Solutions not Payroll
H +
Grad
students,
SGS, HRSC
• C: Targeted message to grad
students and grad admins re:
bi-weekly pay schedule
• Two pay dates will need to be maintained
– one for Faculty, the other for Students L / H +
Grad
admins,
Students
• C: Communicate no change
for maintaining pay dates
Training
Admin
Enrolment &
Tracking
• Possible workload increase to manage the
enrolment and tracking of employees in
Health & Safety courses
H - EOHSS
• C: Training enrolment
process changes
• T: How to manage, enroll and
track employees in H&S
courses
Tracking
• Perception of negative impact on tracking
course completions by Faculty who
currently maintain their own employee and
student records
H - Faculty
• C: Process to track course
completions
• T: How to access reports in
PS to see who has / not
completed training
Legend: T: Training P/P: Policy and Procedure C: Communication F: Forms CM: Change Management
HR Change Impacts Summary
Process to manage mitigation strategies and
outstanding items
24
In order to ensure that mitigating actions, questions, takeaways and decisions move forward,
the OCM team will:
Include mitigation action in appropriate change, communications and training activities
Connect with the appropriate owner(s) of outstanding decisions or take aways to ensure
resolution
19 – Outstanding decisions
38 – Take aways
• Mosaic project teams (e.g., HR, Finance,
Student, Tech, Security)
• HRSC, Labour Relations
• HR Community
• Other (e.g., Mail Services, UTS) 81 – Questions
Owners
To view the complete list of outstanding decisions, questions and / or take aways, please refer
to the impacts tracker available on Confluence:
https://collaborate.mcmaster.ca/download/attachments/13992120/McMaster%20Change%20
%20Impacts%20Tracker_HR.xlsx?api=v2
HR Change Impacts Summary
Next steps
For Managers and Leaders, review and share content pertinent to your HR area
For the OCM Team, post and share content with the broader community
For owners of mitigation strategies, continue working on areas that require attention
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HR Change Impacts Summary
Appendix
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HR Change Impacts Summary
Primary change impact categories
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Category Description
People
People
(Change Mgmt Issues)
• Anticipated culture changes and changes to entrenched behavior that will be required
in the new environment, changes in the way people manage their work/routines,
preferences
• Anticipated changes in responsibility or perceived prestige of the role
Job change or new role
• Role changes - anticipated changes to existing roles or the addition of new roles
• Anticipated changes in accountability or reporting relationships, the number of people
required, the location where work is performed
New Skills and Knowledge Required • Anticipated that new skills and/or knowledge will be required of end-users based on
role changes, new technology, new process, etc.
Non-Mosaic users impacted by
process change
• Although not directly affected by PeopleSoft, non-Mosaic users may need to
understand the process changes
Process
Process • Anticipated process changes, including following new or revised processes in addition
to or in place of existing processes.
Work Volume Change • Anticipated changes to the volume of work (i.e., an increase/ decrease in work loads)
Automation • Processes that were once manual are now automated
Technology
Technology Change • Anticipated change to the current technology applications / programs (i.e., current
system will be decommissioned for PeopleSoft)
New or changed forms / tools (e.g.,
Excel spreadsheets)
• Anticipated changes to tools, such as new or changed forms, that will be required to
carry out the new processes
HR Change Impacts Summary
Degrees of change used for each impact
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Category Description Criteria High Medium Low
People Are there new skills required to perform
the activity? Are there tasks eliminated
for a position? Is there a change in
behavior or culture? Is significant
training required?
• Requires new skill(s) to perform the
activity
• Tasks added or eliminated for a
position
• Requires significant training to learn
how to perform the activity
Requires
significant
amount of
training and
support
Requires
considerable
training;
tasks are
added or
deleted
1 out of 3
criteria apply
Process Does the work get competed
differently? Does the length of time
(cycle time) differ? Does the required
frequency differ? Does communication
or interaction differ?
• Change in the way the work gets done
• Change in the frequency required to
perform an activity
• Change in the length of time required
to perform an activity
• Change in data sources or inputs
• Change in reports or inputs
• Change in communication / interaction
required to complete an activity
4 out of 6
criteria apply
3 out of 6
criteria apply
2 out of 6
criteria apply
Technology Will the new systems contain accurate
and relevant information to support
future work? Can project results be
achieved with new technology? What
skills are required for successful
technology implementation?
• Change in tools Requires
significant
infrastructure
changes
Required
moderate
infrastructure
changes
Requires
basic
infrastructure
changes
Governance
and
Structure
Does the accountability or reporting
relationship change? Is there a change
in the number of people required to do
the work? Does the location where the
work is performed change?
• Change in accountability (e.g., level
and / or position)
• Change in location where work is
performed
Significant
accountability
change (level
and position)
Moderate
accountability
change
Change in
location
HR Change Impacts Summary
The change impacts were documented using the ‘Mosaic change impacts tracker’
This template tracks:
Project work stream
General description of process
Degree of change (high, medium, low)
Perception of change (positive, negative, neutral)
Primary and secondary stakeholders affected
Description of change (e.g., people, process, technology)
Mitigation strategies (e.g., training, communication, change management)
Documentation approach
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