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COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Enhancing (and Accelerating) the New Hire Experience RECONNECT July 24, 2013.

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Presentation on theme: "COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Enhancing (and Accelerating) the New Hire Experience RECONNECT July 24, 2013."— Presentation transcript:

1 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Enhancing (and Accelerating) the New Hire Experience RECONNECT July 24, 2013

2 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Agenda 1.Welcome and Introductions Scott Antin, VP Business Development Paul Taylor, President and CEO 2.Demonstration – ePAF™ automated hiring process 3.Intro to Gideon Taylor and GT eForms ™ 4.Onboarding Trends and Opportunities 5.Demonstration – GT OnBoarding™ 6.Q & A

3 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED New Baby on Board

4 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT eForms™ Demonstration Hire

5 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Gideon Taylor Consulting Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education and government organizations. GT’s mission is to revolutionize business processes through the use of automation, integration and electronic forms technology. GT’s vision is to help businesses create solutions that realize the full value of their ERP technology platform investments. Founded in 2001 by Paul Taylor, Original creator of GT eForms™ and ePAF™

6 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The Products We Bring  GT eForms™ – Bolt-on workflow framework and toolset for PeopleSoft. Easily create and manage: o Custom Self-Service Applications and Electronic Forms o Workflow, Notifications, Approvals and Electronic Signatures o Service-Oriented Architecture (SOA) Integrations  ePAF™ – Suite of pre-developed eForm templates for personnel actions, including: o Hires, rehires, transfers, additional jobs o Pay changes, promotions / demotions, FTE changes, funding changes, data changes, position changes o Terminations, retirement, leaves of absence  GT Expenses – Integrated end-to-end expense solution from request to reimbursement o Travel request and advance approvals; Itemized claims for travel and non-travel expenses o Seamless integration with payroll and accounts payable for automated reimbursement  Journal Voucher eForm – Easily create a Journal Voucher to update the general ledger  Vendor Add/Update eForm – User-friendly form to add or update existing vendors Experience Consulting Methods Functionally Managed Products Enterprise License Community Solution Sharing  Grade Change eForm – Automates process to adjust grades after final grades have been posted  Academic Record Change eForm – Automated process to add/drop/withdraw from class after standard period has expired  GT eForm Library – Growing compendium of pre-developed eForm Templates for HR, Financials, Supply Chain and Campus Solutions

7 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED HCM Financials/Supply Chain Campus Solutions GT eForms™ Library for PeopleSoft GT ePAF™ GT OnBoarding™ GT eVoucher™ GT Paperless I-9™ GT E-Verify Integration™ GT Personnel eFile™ GT eTime™ GT ePost™ Security eForm Overtime eForm Non-Tuition Fee Request eForm Merit eForm Reports To eForm Leave Cash-Out eForm Additional Pay eForm Undergrad Academic Record Change E-Degree Certification Description Faculty Discipline Description Faculty Teaching Certification Graduate Status Change Thesis and Dissertation Release Option Travel Fellowship Application Travel Fellowship Expense Report Expense Approval Expense Reimbursement Readmission Application Grade Change Course Add/Drop/Withdraw Faculty Promotion/Tenure Credit Card Reconciliation Vendor Add/Update Journal Voucher Delegation eForm

8 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Representative Clients

9 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED A GT eForms™ Cheat Sheet  Leverage existing valid values and system edits  Use existing hardware and software architecture  Integrated with delivered PeopleSoft workflow capabilities, including PeopleSoft user workflow profiles  Easy query, reporting and analytic capabilities  Bolt-on workflow framework and toolset for PeopleSoft  Built 100% in PeopleTools – Familiar toolset for your development team  Native, real-time access to PeopleSoft data, including employee, student, and financial data – no external interfaces to maintain!  Leverage existing PeopleSoft security

10 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED If you remember nothing else…! Limits

11 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED First, take a stack of forms…

12 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Add a liberal amount of documentation…

13 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED And, VOILA…you’ve got onboarding! Welcome Aboard!!Welcome Aboard!!

14 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Three Major Components of Onboarding 1)Forms Management – collecting, tracking, and managing all internal and external new hire forms 2)Tasks Management – ensure all activities around onboarding the new hire are completed, including activities such as meeting with managers, receiving a computer, and gaining access to systems 3)Socialization – engages new hires in the company culture and provides personal information to individuals in order to create a positive experience Source: Aberdeen Group, March 2013

15 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Timeframe for Onboarding 90% of organizations believe that employees make their decision to stay within the first year. 14% 16% 21% 29% 15% 5% Tactical Strategic Source: Aberdeen Group, March 2013

16 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The Impact of Effective Onboarding Definition of Maturity Class Mean Class Performance Best-in-Class: Top 20% (of aggregate performance scorers) 91% of first-year employees were retained 62% of employees hired in the last 12 months met first performance milestones on time 33% year-over-year improvement in hiring manager satisfaction Industry Average: Middle 50% 70% of first-year employees were retained 29% of employees hired in the last 12 months met first performance milestones on time 11% year-over-year improvement in hiring manager satisfaction Laggard: Bottom 30% 30% of first-year employees were retained 17% of employees hired in the last 12 months met first performance milestones on time 3% year-over-year improvement in hiring manager satisfaction Source: Aberdeen Group, March 2013

17 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Characteristics of ‘Best-in-Class’ Organizations Top 20% of 230 Respondents: Deep commitment to align onboarding to overall business objectives Combination of both tactical and strategic onboarding initiatives to drive productivity and engagement Investment in world-class technology throughout the onboarding process Integration between onboarding and other areas of talent management, including recruitment, performance, and learning and development functions Source: Aberdeen Group, March 2013

18 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Onboarding Strategies: Tactical vs. Strategic 60% 49% 61% 34% 39% Source: Aberdeen Group, March 2013

19 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Onboarding Automation 48% of organizations plan to increase their investment in onboarding technology this year, compared to 24% in % 34% 54% Source: Aberdeen Group, March 2013

20 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED The Challenges of Onboarding TOO MUCH PAPER – Forms to print, forms to complete, forms to route, forms to review, forms to approve, forms to file Inconsistent – Processes can vary from department to department, office to office, person to person Incomplete – Difficult to track all forms and processes Managing multiple hiring packets – Different forms and processes for different positions, departments, etc. Slow turnaround – Forms routing and processing can take days or even weeks

21 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Sample Automation for Hire and Onboarding Candidate applies for position Recruiter selects Candidate for Hire Auto-Start Onboarding Checklist; sends to New Employee Auto-Start Hire eForm, Creates EmplID Onboarding complete! New Employee completes Onboarding eForms Hire is Authorized; Creates Job Data GT Robot User enters W-4, Dir Dep, I-9 into PeopleSoft W-4, Dir Deposit, I-9 eForms get approved Person Data eForm updates PeopleSoft Approver Routes through Hire Approvers Checklist set to AUTHORIZED when complete

22 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED GT eForms™ Demonstration GT OnBoarding™

23 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED What can YOU do with GT OnBoarding™?  Welcome Pagelet – Welcome video and letter, introductory information, etc.  Onboarding Checklist Pagelet – Required ‘New Employee’ eForms with links to launch them, graphical completion and approval status, due dates, etc. Employment Eligibility Verification (I-9 / E-Verify) Federal and State Withholding (W-4, etc.) Direct Deposit Employee acknowledgements, confidentiality agreements, etc.  Essential Reading Pagelet – Employment policies and handbooks links Flexible, integrated, portal-based eForms solution to manage the entire onboarding process…

24 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED  Message Center Pagelet – An interface allowing the new employee to communicate directly with context-selected help staff via , IM or social media.  Department Pagelet – Context-sensitive content from the new employee’s department, division or facility. Could include contact information, policy links, tutorials, etc.  Local Information Pagelet – Helpful information to help the new employee feel at home….“Things to Do Nearby”, “On-Campus Programs and Resources”, “Local Weather”, “Campus Map”, etc. Individualize the ‘New Hire Experience’ – Customize the ‘New Hire Packet’ by role, department, campus, etc. What can YOU do with GT OnBoarding™?

25 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Linking Onboarding to Learning 52% 32% 22% 26% 19% 12% Source: Aberdeen Group, March 2013

26 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Opportunities for GT eForms™ integration… GT OnBoarding™ Talent Management Learning and Development Performance Management Recruiting/ Hire Data

27 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Reaping the Benefits Bottom-Line Impact! U Utah: 88% decrease in over/comp time first 6 months Better and faster results U Houston: Average process time from 15 days to 3 days Less human effort U Florida: 75% reduction in total human effort More replicable business processes U Florida: Error rate from 68% to 1%

28 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Easier to train users U Florida: Reduced PAF training from 8 hours to 1½ hours Easier to audit OUHSC: Internal auditors praised solution for ease of oversight Storage / retrieval / permanence U Utah: Eliminated vexing problem of HR forms lost in routing Green Savings – Reduced paper / material / storage costs BYU: Went from seven huge paper filing systems to one Reaping the Benefits

29 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Questions?

30 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Contact Information Scott Antin VP Business Development Offc: Cell: Paul Taylor President / CEO Offc:

31 COPYRIGHT © 2013 GIDEON TAYLOR CONSULTING. ALL RIGHTS RESERVED Credit where credit is due… Photo Credits Missouri Southern OrlandoLawyer Steven+Allison Hoober wstrachan1 dailyamazon cheesy42 teachandlearn Edinburghcityofprint bramick CalBizCentral natalie_todd_photography GHG Photo mistyeiz


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