oneusg

TITLE

September 17,2015

Oglethorpe Room

Constitution

one set of uniform business procedures, policies and practices

one technical platform / software solution

one support team and service center

one approach to solution delivery

one source of data

one governing structure

one set of vendors to provide complementary service offerings

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PEOPLESOFT HCM 9.2 END TO END DEMONSTRATION

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Human Resources

Absence Management

Time and Labor

Ben Admin & Base Benefits

Commitment Accounting

Payroll

Manage Faculty Events

PeopleSoftHCM

FinanceG/L

Objective

To Illustrate …

All HCM Modules Integrated into one System

Real-Time Integration – once Transactions are Saved, data is immediately available to all Users and across all Impacted Modules.

Reporting – All HCM Data Integrates on one Report

Time Entry and Absence Requests Integrated on the Employee’s Time Card – One Stop Shop!

Payroll to Commitment Accounting to G/L Integrations

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End to End Introduction - Barney

Illustrate the process to HIRE a Faculty Employee

Demonstrate Benefits Enrollments and Effects

Review Extended Leave Request Options

Enter, Request & Approve Time and Absence

Load Payable Time to Payline

Process Payroll

View the Results from HCM’s Integrated Processing

Follow The Funding & Fringe – Commitment Accounting

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Laurie Jones – Columbus State

HUMAN RESOURCES

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HIRE PROCESS

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HR records the person’s biographical information

HR establishes the person’s relationship with the organization

HR associates the organizational information to the person

HR captures the start of the person’s history with the organization

Personal Data(Biographical Details)

Job DataOrganizational Info

Position Info

Current/Historical Info

Employment Data

(Employment Dates)

HIRE PROCESS

Organizational Relationships

Organizations have relationships with a variety of people for a variety of reasons.

PeopleSoft allows HR to manage the data of those people with whom they have an Organizational Relationship.

One person can have more than one Organizational Relationship at any one time; or they can change relationships over time.

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The PeopleSoft Person Model

PeopleSoft HCM Person Model tracks both Employees and Non-Employees within Organizational Relationships. PeopleSoft tracks three types of “Person Relationships”:

Employee – A Person who is hired to provide services to the organization and has a Legal Employee Relationship with the organization.

Contingent Worker – A Person who provides services to the organization and who does not have a legal employee relationship with the organization.

Person of Interest (POI) – A Person who is not an employee or a contingent worker but is of interest to the organization.

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Contingent Workers

Not a Legal Employee – Currently tracked as “NPA”

Not Paid Through Payroll for North America

Not Eligible for Employee Benefits

May need access to facilities in order to perform contractual work, such as construction or consulting work.

Examples:

Implementation Contractors

Contract Building Repair Crews

Contract Custodial Service Providers

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Person of Interest (POI)

Not a Current Legal Employee (may be an ex -employee) – Currently tracked as an “NPA”

May be Paid Through Payroll for North America

May be Eligible for Benefits

Examples:

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Persons of Interest (POI)

Rehired Retirees Board Members COBRA Participants Surviving Spouses/Dependents Volunteers/ Interns

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Travis Jackson - UGA

BENEFITS ADMINISTRATION

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BENEFITS

The Benefits Area is made up of several modules and provides as much (or more) functionality as the current ADP application.

BASE BENEFITS

BENEFITS ADMINISTRATION

eBENEFITS

RETRO-BENEFITS

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Today We Will I l lustrate …

That Benefits is one part of the broader, seamless HCM application and provides Real-Time integration with HR and Payroll.

An Overview of the Self-Service enrollment process.

Retirement Enrollment.

Savings (TSA) Enrollment.

How ADP General Deduction Enrollments will Transition as Benefit Options within the PeopleSoft Self Service Benefits Enrollment Process.

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Jennifer Cannida & Dan Hann

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ABSENCE MANAGEMENT & TIME AND LABOR

AM / TL Introduction - Dan

The End User Experience within PeopleSoft HCM

Absence Requests, Time Entry, & Approvals

• Transactions impact 100% of USG employees

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AM – TL – PYINTEGRATION

DIAGRAM

PAYROLL FOR NORTH

AMERICA

TIME AND

LABOR

EMPLOYEESCHEDULES

ABSENCEMANAGEMENT

Load Approved Absences

Load TL & AM Hours toPayroll

Deferred HOL & Comp Time

Key Decisions

TL System of Record for ALL worked hours

AM System of Record for ALL non-worked hours

Ability to Transfer Hours by Pay Distribution Code

Absence Requests Processed Real-Time & With Current Pay Period

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AM-TL-PY Process Flow - Jennifer

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Load Time From

External Sources

Enter Absences

ApproveAbsences

EnterTime

ProcessAbsences

RunAbsence

Conversion

Run TimeAdmin

ConsolidatePayable

Time

ApprovePayable

Time

CreatePaysheets

Load AM & TLPayable Time

To Payline

ApproveTime

Run Pay Calc. & Confirm

Payroll

Time Sheet Entry& Approvals

Request Absence Talking Points

Integration between the Timesheet and Absence Request

Monthly Employee – Sylvester Stallone 0080069

• Show Long Term Absence Options

• Request SIC, VAC, ESL, JUR, etc.

• Show Partial day option

• Adjust Absence Balance

• Comments can be viewed by the approver

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Report Time on Timesheet – Multiple Job

“CGOODING” – Cuba Gooding, Jr

• Bi-Weekly – Time Entry/Show Web Clock

• From the Time card you can select: – Previous week, – Next week – Next Job– Print Timesheet, etc.

• Multiple ways to enter time 8a, 8:00

• Show Task Options & Payable time.

Approve Time and Absences

00SUMMIT Dynamic Group

Approve Absence Requests

• Sylvester Stallone

Approve Payable Time

• Cuba Gooding, Jr

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Other TL Tools …

Weekly Time Calendar

Time and Labor Launch Pad

View Absence Balances

View Absence Requests

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Reporting Options

Timecard Report

Reported Time – Audit Report

Terms With Hours

Employee Hours by TRC, Reports To, and Department

Affordable Care Act

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Standardization

TL – Rounding Rules

AM – Deferred Holiday Tracking

TL – Time Card Approval

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Integration/Transition to Payroll - Dan

Approved Absences

Approved Payable Time

Load Approved Payable Time to Payroll

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AM – TL – PYINTEGRATION

DIAGRAM

PAYROLL FOR NORTH

AMERICA

TIME AND

LABOR

EMPLOYEESCHEDULES

ABSENCEMANAGEMENT

Load Approved Absences

Load TL & AM Hours toPayroll

Deferred HOL & Comp Time

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Diane Strenkowski

PAYROLL

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PeopleSoft HCM-One Application

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ABSENCEMANAGEMENT Payroll

Benefits

Time and Labor

Human Resources

Payroll Decision Points

Retro-pay Pay Week Overpayments

Summer PayrollPayroll

Standardization

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Check Modeler

Modeled Check

Earnings

Deductions

Taxes

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Colette Long

COMMITMENT ACCOUNTING

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CA-HR-PY-Financials Process Flow

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Configuration

Department

Identifies the cost center of a position

Departments linked to positions must be active in PS Financials and HCM

Position Data

Funding is no longer tracked on the position data setup page

Funding is set up on the Department Budget Table using Combination (Combo) codes

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Configuration Contd.

Combination Codes

A key that defines a combination of ChartFields

Identifies the ChartFields to include on each transaction posted to the General Ledger

Same as Payroll Distribution code in ADP/EV5

Entered in PS Financials and messaged over to HCM without delays experienced with ADP

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Configuration Contd.

Funding (Department Budget Table)

Tie funding to the position

Structure/Level

Effective Dated for initial FY and new rows can be entered for mid-year funding changes

Split Funding by Percent

Deduction and Taxes Fringe can be set to follow, or not follow, Earnings distribution

Funding End date will feed from Financials for grants

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Account Mapping

Earnings Account Mapping

Deduction Account Mapping

Tax Account Mapping

Liability Account Mapping

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GL Interface

Review September 30, 2015 monthly payroll for Pay Group 40F

Actuals Distribution

HR Accounting Line

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Budget Retro

Use Budget Retro to process adjustments to payroll funding for prior pay periods.

Add row to Department Budget Table

Position: 59000735

Employee: 0080069

Paygroup: 40F

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That’s …

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Human Resources

Absence Management

Time and Labor

Ben Admin & Base Benefits

Commitment Accounting

Payroll

Manage Faculty Events

PeopleSoftHCM

FinanceG/L

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oneusg@usg.edu

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Presenter’s Email

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