Electronic Personnel Actions for PeopleSoft
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The document presents a webinar hosted by Smart ERP Solutions, Inc., detailing their electronic personnel actions system designed for PeopleSoft. It highlights their approach to enhance manager self-service through configurable, automated workflows that replace traditional paper forms, aiming to reduce costs and streamline HR processes. The presentation outlines the benefits of their solutions, showcases use cases, and encourages attendees to engage with Q&A for further clarity.
Electronic Personnel Actions for PeopleSoft
- 1. Electronic Personnel Actions for PeopleSoft Doris Wong, CEODan White, VP of Product StrategyJune 9th, 2010Our webinar will begin shortly. Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToWebinar QUESTION feature to ask questions.
- 2. Welcome & IntroductionsDoris WongCEO, Smart ERP Solutions, Inc.Former Oracle Group VP and GM for PeopleSoft Enterprise15 Years Experience with PeopleSoftDan WhiteVP, Product Strategy, Smart ERP Solutions, Inc.Former Oracle/PeopleSoft Principal Functional Architect12 Years Experience with PeopleSoft
- 3. AgendaAbout Smart ERP Solutions, Inc.Who We AreOur Philosophy and Business ValueWhat is your Personnel Action Process Today?Introducing Smart Personnel Actions RequestConfigurable and Automated to Your RequirementsRobust Electronic Workflow ApprovalReplaces Personnel Action Paper Form Streamlines and Enhances Manager Self-Service Smart Personnel Action Request DemoOther Use Cases for Smart SolutionsSummary and Q & A
- 4. About Smart ERP Solutions, Inc.
- 5. Smart ERP Solutions, Inc.Comprised of the best former developers, architects and executives from PeopleSoft/Oracle
- 6. Providing cost-effective, robust and repeatable “Smart Solutions” for PeopleSoft applications
- 7. Unique best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services Key Differentiator−Our SmartAdvantageRather than assigning teams of consultants to projects we apply our pre-built, proven solutions to efficiently address those efforts common to any PeopleSoft project thus saving time, reducing costs, minimizing risks and lowering total cost of ownership by avoiding costly difficult-to-maintain customizations.
- 8. SmartERP: Our PhilosophySolutionsEnhance and Extend Standard PeopleSoft Functionality to Meet Business Needs3Cs : Common, Critical, ComplementaryRepeatable, Pre-Packaged, Highly-Configurable and Innovative SolutionsRelease IndependenceCustomer-Driven RequirementsArchitected and Designed as Add-On SolutionsLower Total Cost of OwnershipMinimal to No CustomizationsMinimal Upgrade ImpactAffordable and Cost-Effective
- 9. SmartERP: Our SolutionsPeopleSoft Smart Personnel Action Requests
- 10. SmartERP: Our Business ValueSmartERP Solutions Offer Lower Costs Compared to Traditional SolutionsDesigned and Developed with Customer Requirements and FeedbackConfigurable and Streamlined to Meet Your Specific Business RequirementsQuick and Short Implementation TimesSolves Business Needs on Your Current PeopleSoft ReleaseApplicable to All Applications: Financials, HCM, Campus Solutions, SCM, CRM, EPMProven and High-Quality Solutions and Services
- 11. What’s Your Personnel Action Process?
- 14. Paper Personnel Action Form Use Case: Typical Personnel Action Form ProcessUse of Paper Personnel Action Form(s) for Requesting HR TransactionsEnter by Administrative Assistants or ManagersManual Routing of Paper Forms for Approvals and SignaturesUpon Manual Approval, HR Admin Manually Enters Transactions into PeopleSoft HRPaper Record Retention
- 16. Manager Self-Service Use CasesUsing Standard Manager Self-Service in PeopleSoftManagers Submit HR Personnel Transactions Directly into PeopleSoftSeparate Manager Self-Service Transaction(s) Required Based on Personnel Action Availability of Workflow Approval Capabilities dependent on the PeopleSoft version (8.3, 8.8, 8.9, etc)
- 17. Other Personnel Action Process OptionsSend an Email RequestFill in a PDF FormFill in MS Word or MS Excel TemplateCustomized a SolutionWorkflow Approval Manually RoutedOther Options?
- 18. Audience Poll and Results
- 19. IntroducingSmart Personnel Actions Requestfor PeopleSoft
- 20. Smart Personnel Actions RequestPersonnel Action FormsManager Self- ServiceElectronic Smart Personnel Actions RequestConfigurable to Your NeedsRules Based, ConfigurableElectronic Routing of Workflow ApprovalAutomatic Updating of Employee Information in PeopleSoftElectronic Record Retention and Audit Trail
- 21. Personnel Actions RequestOne Stop Shopping for Your HR Personnel Actions
- 22. Smart Personnel Actions Request Demo
- 23. Smart Personnel Action RequestDemo ScenarioScenario 1: Replacing Paper Personnel Action Form with Electronic Smart Personnel Action RequestAssign a new position to an existing employeeCollaborate, Attachments and Help CapabilitiesWorkflow Approval Requirements (Supervisor and HR)Upon HR Approval, Automatic Update to Job RecordEmployee Welcome Aboard to New Position ProcessScenario 2: Using Smart Personnel Action Request to Perform Multiple Manager Self-Service TransactionsMultiple Personnel Actions: Position Change and Promotion Workflow Approval RequirementsUpon HR Approval, HR Corrections and Automatic Update to Job RecordPrint CapabilityRecord Retention and Audit Trail
- 24. Other Use Cases for Smart Solutions
- 25. Other Use Cases for Smart SolutionsOnboarding and OffboardingEmployees
- 27. Students
- 29. Simplify and Streamline Key Transactions
- 30. Time and Labor Entry
- 31. Manager or Employee Self-Service Transactions
- 33. Grants Pre-Award ProposalsConfigure and Automate Any Business Processes within YOUR OrganizationRecruit-to-Hire
- 35. Value StatementConfigurable and Seamlessly Integrated Electronic Personnel ActionsCommon Development Frameworks and SolutionsSmart Docs Smart WorkflowSmart Business Process ManagementEasily Configure and Tailor Any Activities Required for YOUR Business Requirements and Process Implement Common and Consistent Capabilities AnywhereSave As, Copy, Workflow, Attachments, Collaboration, Printing, Extend Data, User-Help, etc.Lower Total Cost of OwnershipSeamless IntegrationUtilize Best PracticesMaintenance and UpgradesComplete Projects Better, Faster and Cheaper !Leverage Frameworks for all PeopleSoft Business Process Projects
- 36. Upcoming EventsOHUG 2010 Global ConferenceLas Vegas, NV, June 13-17HIUG Interact 10Orlando, FL, June 27-30SmartERP Webinar SeriesPersonal Demo with Your OrganizationAny Time you Want!
- 37. Q & ATo ask a question please use the GoToMeeting QUESTION feature (please note all phone lines and computer microphones have been placed on mute). If we can’t get to your question live we will respond to you directly via email after the webinar.For more information visit:smarterp.comView Solution Previews: smarterp.com/previewsCopyright © 2010 Smart ERP Solutions, Inc.
- 38. Thank YouFor more information visit:smarterp.comView Solution Previews: smarterp.com/previewsCopyright © 2010 Smart ERP Solutions, Inc.
Editor's Notes
- #7: Deleted these 2 bullets for now:Rollback CapabilityChange Impact Reports
- #8: Add fly-ins here on Onboarding and Electronic Personnel Action Forms
- #24: This is a list of our upcoming events. Please visit our website for future Webinars and let us know if there is something of interest that you would like to see.Please contact us any time and we can set up a personalized demo just for your organitation.