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PeopleSoft Enterprise 45120
Using Bolt-on Applications To Improve EmployeeSelf Service And Employee Satisfaction
Agenda
• Employer Concerns
• Self Service
• Bolt-on Applications
• How to Integrate Bolt-ons
• Examples
• Q & A
Employer Concerns
From Deloitte’s 2008 Benefits Reward Survey
• “Employers are still struggling to find that magic formula for controlling costs while retaining and motivating their employees”
• Retain talent through use of corporate Self Service applications
No. 1 Employer Concern: Talent Shortage
All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey
Self Service Strategies
All statistics from Deloitte study: 2008 Top Five Total Rewards Priorities Survey
Retaining Talent
Retain employees by improving Self Service on your benefit rewards programs:
– Compensation/Payroll– Benefits enrollment– Help desk – Attendance/Vacation scheduling – Development and Career Opportunities
Self Service Expectations
• Used to be nice-to-have• Today it is required
– Banking– Shopping
• Self Service payback– Employee satisfaction/retention– Searchable knowledge bases – Reduction in costs
Leverage Your Investment
• Don’t build entirely new applications• Provide custom:
– Analytics and/or scorecards– Performance tracking– Decision support processes– Information for a special group within your
organization
• Custom portals• Internet
Self Service Options
• PeopleSoft Portal
• PeopleSoft e-Apps
• Bolt-on Applications
• Mixtures – “Best of Breed”
Improve Employee Self Service
• PeopleSoft Basic Portal– Comes with PeopleTools – Limited to licensed PS applications within product
line
• PeopleSoft Enterprise Portal– Designed to be used as a general purpose portal
solution– Needed to register additional non-PS content
Improve Employee Self Service
• PeopleSoft e-Apps– eBenefits - eCompensation– eDevelopment - eEquity– ePay - ePerformance– eProfile - eRecruit
What is a Bolt-On Application?
• Custom Application
• Replaces, expands on, or modifies PeopleSoft functionality
• Uses PeopleSoft data
Reasons for a Bolt-On Application
• New Business Functionality
• Custom Information
• Security Reasons
Types of Bolt-on Applications
• PS Tools Integrated– navigation– pages– records
• External, utilizing PS technology to access data
• External, accessing PS data directly
Benefits of Bolt-ons
• Increases User Adoption
• Reduces Costs
• Fast Delivery
• Reduces Complexity
• Business Flexibility
Methods of Integration
• Leverage PeopleSoft APIs and Web Services
• Leverage Vendor Software as a Service (SaaS)
• Direct Data Integration
Integrating Bolt-ons: PS APIsLeverage PeopleTools:
– Component Interface– Integration Broker– Integration Tools and Utilities– MultiChannel Framework– Internet technology– EDI Manager– Forms Routing– Open Query ODBC Driver and API – PeopleCode:
• Application Messaging Class• Business Interlink Class• File Class• Internet Script Class (iScript)• Java Class
Integrating Bolt-ons: SaaS
• Leverage Software as a Service (SaaS)– SaaS may include everything from
customizations to installation– Scalable costs
Integrating Bolt-ons: Direct Data
• Integrate data directly using SQL and/or data extracts
• JAVA/SQRs/COBOL/SQL
Expectations for Self Service
• Automate manual functions
• Build new transaction processing
• Build decision support – knowledge bases
Example 1: CaseManager
• Improves Help Desk Support
• Tracks calls and issues to resolution
• Streamlines workflow
• Provides resolution tracking and management
Example 1: CaseManager
• Automatic assignment and escalation of cases
• E-mail integration – notifications and reminders
• Employee entry of cases and case history view
• CTI Support
Example 1: CaseManager
• Builds Knowledge Base – Can build on the fly
• Stepping stone for creating FAQs
• Road to Employee Self Service
Example 1: CaseManager
• PeopleSoft, SAP, Oracle, JD Edwards integration
• Metrics to identify the reasons for calls, duration, resolution time, CSR effectiveness, training issues, etc
• Certified by SUN • MySQL Enterprise Certified program
Example 1: CaseManager
• CaseManager Demo!
Example 2: At-Trac• Allows paperless entry of “time off” requests
(vacation, sick, personal)• Seamless import of information from HR applications
– prevents unnecessary data entry • Highly dynamic user interface
– allows end-users to enter company specific time off and accrual rules that prevent unnecessary programmer
modifications • Wide range of reporting capabilities including
– absence tracking by individual/department – G/L liability
Example 2: At-Trac
• Approvals/rejections with automatic notifications generated to employee and manager
• Daily, monthly and annual calendar views allow managers to– track accrued time off balances per individual
and/or department– detect excessive absences or repeating patterns
Example 2: At-Trac
• Break for Demo of At-Trac!
Example 3: HR Portal
• Personal Data Review
• W-4 Modeling
• Employee Stock Purchase
• 401(k) Administration
• Life Insurance Elections
• Personal Data Modifications
Example 3: HR Portal
• “Cafeteria-style" Health Benefits
• Travel Reimbursement Benefits
• Pension & Retirement Benefits
• Links to Third Party Providers
• Direct Deposit Elections & Modifications
• Attendance - Submit Hours and Vacation
Example 3: HR Portal
• HR Portal Demo!
Example 4: Benefit Enrollment
Health and Welfare benefit enrollment process
• Browser based
• Integrated with HCM
• Developed with .Net
Example 4: Benefit Enrollment
• Benefit Enrollment Demo!
Example 5: Management Workflow
Position Workflow ApplicationManages daily workflow of promotions and salary increases
• Browser based
• Integrated with HCM
• Developed with .Net
Example 5: Management Workflow
• Management Workflow Demo!
Example 6: External to PeopleSoft
Wireless Solutions• Help Desk on the road• Vacation tracking in the
field
Questions
• Kindly identify yourself and your company
Thank You!
Gary Reuter
LBi Software
516-921-1500 x117
For more information go to www.lbisoftware.com or visit us at booth #318!
