Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better
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The document presents Smart ERP Solutions, Inc.'s approach to automating PeopleSoft HR processes, emphasizing improving efficiency and outcomes through electronic forms and automated workflows. It highlights the benefits of automation in onboarding, personnel actions, and other HR processes, aimed at reducing operational costs while enhancing productivity and data security. The presentation includes best practices, metrics for success, and examples of how to implement these solutions effectively.
Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better
- 1. Doris Wong, CEO, Smart ERP Solutions, Inc. Automating PeopleSoft HR Processes: It's About Getting Better Not Just Faster
- 2. Enter to Win an iPad Mini! Just complete a session feedback form Plain white form
- 3. Agenda • About SmartERP • Automating HR Business Processes and Business Value • Getting Better Use Case: Automated Employee Onboarding – Demo • Getting Better Use Case: Automated Personnel Actions • Q & A
- 4. About Smart ERP Solutions
- 5. • Pre-built, packaged, proven solutions • Highly configurable – tailor to YOUR needs • Customer driven requirements • Affordable • Integrated with existing PS apps • Architected as add- on solutions • Avoid customizations • Low-cost • Minimal risk • Release independent – no upgrade required • On Premise solution • Rapid implementation • Deep PeopleSoft knowledge & experience • Unique best practices for implementations & upgrades • PeopleSoft data model and existing data • Current PeopleSoft business rules and processing • End-user PeopleSoft skills • Infrastructure and technology Extend Functionality Improve ROI Get Faster Results Leverage Existing Investment Human Capital Management Financials and Supply Chain Campus Solutions Innovative Solutions & Services for PeopleSoft Common – Critical – Complementary
- 6. Still Using Paper and Manual Processes? Poor User Experience Time Consuming
- 7. Replace with Electronic Forms and Automated Business Processes Streamlined, online process Online Admin Tools, Status Reports Online forms, eSignature Reduced Admin Time & Effort
- 8. Opportunities for Automating HR Business Processes Onboarding and Offboarding Personnel Action Requests • Hire/Rehire • Separation • Job Changes • Interdepartmental Transfers • Retroactive Pay Adjustments • Compensation Changes Annual Performance Reviews Open Enrollment Certifications
- 9. Reduce Operating Costs Increase Productivity Improve Data Security Higher Quality Data Reduce Admin Time Better Service Levels Ensure Compliance Environmentally Sound Value of Automating Any HR Business Processes
- 10. Getting Better & Faster: Onboarding Best Practices & Automation
- 11. Average 1st Year New Hire Attrition 22.7% PwC Saratoga 2011/2012 US Human Capital Effectiveness Report Onboarding 2011, The Path to Productivity, Aberdeen Group
- 12. New Hires Often Feel New Hires Should Feel
- 13. Turnover is Costly Recruiting a Replacement $ Compensation Paid to Departing Employee $ Training (Classroom & On the Job) $ Hiring Manager and Work Team Time $ Lost Productivity $ Total Cost 50% – 150% of Annual Salary
- 14. What Drives Turnover? Problems with Hiring Process Inadequate Candidate Pool Poor Onboarding Poor Mgr / New Hire Relationship Role Not as Expected Failure to Connect & Build Relationships
- 15. Average 1st Year New Hire Attrition 22.7% PwC Saratoga 2011/2012 US Human Capital Effectiveness Report Onboarding 2011, The Path to Productivity, Aberdeen Group
- 16. 22.7% PwC Saratoga 2011/2012 US Human Capital Effectiveness Report Onboarding 2011, The Path to Productivity, Aberdeen Group 4%* *With Onboarding Best Practices 1st Year New Hire Attrition
- 17. Key Onboarding Activities to Automate 0% 50% 100% New Hire Clubs First Day Assignment Other Mentor Programs Buddy System Plan a Lunch Team Building 30-60-90 Day Performance… Provisioning Socialization Employment Elig Verification Orientation to Company Info Benefits Enrollment Mgmt Involvement Forms Completion Aberdeen Bersin Strategic Onboarding: Insight & Analysis, Bersin & Associates, March 2010, Aberdeen Onboarding 2010/2011
- 18. Who to Onboard New Hires Temporary Employees Consultants Internal Transfers M&A Employees
- 20. One Size Doesn’t Fit All Vary Onboarding Process Based On: •Role or Position or Job •Doctors vs Nurse vs Staff •Executive vs Staff •Location •Culture •FT/PT/Temp Status •New Hire vs. Transfer
- 21. General High Level Recruiting Process Flow Create Job Opening Collect Applicant Data Manage Applicants • Screen Applicants • Route Applicants • Interview Applicants Make Offers Hire Applicants O n b o a r d O n b o a r d Onboard For Any Criteria
- 23. Employee Onboarding Demo • The New Hire’s Experience – California Hire – Nathan Executive • Conditional: Executive, USA, CA, At-Will Agreement, California State Form – Vermont Hire –Jared Staff • Conditional: Staff, USA, VT, No At-Will Agreement, Vermont State Form • The Role of the HR Administrator – Visibility to All New Hires – Everify, Background Checks, Wet Signatures – Collaboration and Email Notifications – Consoles and Reporting – The Invitation Process • The Role of Others in the Onboarding Process
- 24. In Lieu of Demo: Smart Employee Onboarding Example
- 26. Integration with ATS - Data
- 27. Broad Task Management Support Company Property Company Property
- 32. Getting Better and Faster: Automated Personnel Action Requests
- 33. Benefits of Automated Personnel Transactions • Simplified & Streamlined Process • Contemporary User Interface • Configurable, Rules-Based • Automated Routing • Online Approval Tracking • Electronic Audit Trail • Automatic Updating of HR • Electronic Records Retention • Low Cost of Ownership • Removes Paper, External Sources & Manual Processes
- 34. Electronic Request Replaces Excel File, Paper or Other Request Options
- 35. Smart Personnel Action Transactions Electronic Record Retention and Audit Trail Automated PeopleSoft Employee & Relevant Data Updates Electronic Workflow Approval Routing Online HR Personnel Request Personnel Action Forms Manager Self- Service Any eForm Requirements
- 36. Navigate to the ePAR Request Center screen: Main Menu > Workforce Administration > ePAR Center > ePAR Request Center ePAR Functional Overview Example: Add a ePAR Hire configurable ePAR
- 38. EPAR OVERVIEW – CREATE AN EPAR
- 39. EPAR OVERVIEW – CREATE AN EPAR
- 40. EPAR OVERVIEW - CREATE AN EPAR
- 41. EPAR OVERVIEW – SUBMIT FOR WORKFLOW APPROVAL 4 configurable
- 42. Questions & Answers Remember to complete a session feedback form to be entered to win an iPad mini Plain white form
- 43. Contact Information Doris Wong CEO Smart ERP Solutions, Inc. E-mail: doris.w@smarterp.com Phone: (925) 271-0200
Editor's Notes
- #6: Simply stated, the benefits to going paperless are that it• Triples processing capacity (Gartner),• Increases productivity up to 50% (IDC),• Creates immediate access to decision-critical data (which is the realgoal), and• Reduces storage space cost by up to 80%.Compliance considerations: Sarbanes Oxley, HIPAA, SEC, Dept of Homeland Security (I9)
- #7: According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
- #15: According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
- #16: According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
- #17: Forms completion - automated to increase accuracy, completion rate and reduce time to process (both admin and employee)Mgmt involvement – provisioning, initial activity planning, team introductions; regularly scheduled 1:1 meetings, development planning, performance mgmt, ongoing coaching