2 This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template.One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition PolicyTo learn more about this policy,For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information. For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience.Oracle Confidential – Internal/Restricted/Highly Restricted
3 Program Agenda1What is Fluid? Demo: HCM Fluid—What you can use starting with PUM Image 9 Demo: Fluid Framework—Essential Aspects of the Fluid UI Fluid and Classic Together: Extending Your PeopleSoft Investment How to Prepare for PUM How to Get Started234Oracle Confidential – Internal/Restricted/Highly Restricted
4 PeopleSoft HCM Strategy Drivers Provide state of the art and consistent user experience regardless of device usedMake users more productive and efficientReduce cost of taking maintenance or new functionalityProvide consistent experience across Oracle products and facilitate integrationOracle Confidential – Internal/Restricted/Highly Restricted
5 Flexible, Easy to Deploy and Maintain leveraging most current from PA’s deckFlexible, Easy to Deploy and MaintainPeopleSoft’s New Deliver Model Enabled by the PeopleSoft Update ManagerDelivery of New Capabilities 2 – 3 Times a YearGet New Capabilities without UpgradingOld Model: Long time to get new functionalityAlways lagging Oracle developmentLarge amounts of change to manage at one timeInfrequent, expensive upgradesTake Only the Changes You Want, When You WantNo Need to be Current on MaintenanceRestricted to event use only.formatting – corrected footer for consistency throughout deck
6 Flexible, Easy to Deploy and Maintain formatting – applied correct template, cleaned up graphics (e.g. circles not ovals, alignments, flatter images with no bevels or shadows…)Non ExhaustiveFlexible, Easy to Deploy and MaintainPeopleSoft’s New Deliver Model Enabled by the PeopleSoft Update ManagerCustomer live on 9.2 – Image 3E.g.: Customer deploys only legislative changes: OFCCP, DOMA, FSA Carryoversingle code lineELM – Update Image 5: ELM Outlook Integration, Streamlined Program Enrollment, Auto Enrollment and HR Photo IntegrationOracle Delivers New Capabilities 2 – 3 Times a YearLife Events EnhancementNew Delegation ProcessBenefits Administrator has the ability to delegate the approval of the employees documents (proof) to a proxy, who will act on their behalfProxy will be able to accept or reject the delegation request.Time and LaborProactively monitors and generate alertsBring the exceptional situations to recipient’s attention in a timely mannerDirect the recipient of a given alert to the appropriate page for reviewPerformance ManagementAbility to open performance documents and development documents from the Org Chart Viewer and employee profile.2013201420159.2123456789101112Life Events – Proxy DelegationPerf Mgmt additional related actionsFlexible Spending AccountCarryoverEmployee / Mgr HomepagesMobile Time and LaborMobile ApprovalsGuided Self ServicePayroll Workcenter…. And moreIntegration with Cloud RecruitingHTML- ApprovalsOFCCP Regulatory UpdateTL Dashboard and AlertsLabor Rules and MonitoringDefense of Marriage Act Regulatory UpdateELM Find Learning enhancements*Affordable Care Act – Phase 1*ELM has a different PUM image delivery timeline than HCMRestricted to event use only.
7 Delivered in Update Image 2 eBenefitsDelivered in Update Image 2Life EventsLife EventsLife Events EnhancementNew Delegation ProcessBenefits Administrator has the ability to delegate the approval of the employees documents (proof) to a proxy, who will act on their behalfWe continued to invest in Life Events. Life Events allows a user to upload a document to provide proof that the life event has occurred. This would be a birth certificate, Marriage certificate or perhaps a divorce decree. You can configure this process to require Benefits Administrator approval before the employee is allowed to enroll in benefits. We added on to this functionality to allow the Benefits Administrator to create a delegation process allowing them to setup a Proxy to approve or deny the request in the event they are out of the office for the day.Oracle Confidential – Restricted7
8 Configurable and Personalizable Delivered in Update Image 4HTML ApprovalAVAILABLE TODAYJob OpeningJob OfferAbsence RequestExtended Absence RequestTransferPromotionReporting ChangePerformance DocumentYes, your list below are the HTML approvals that are already delivered for 9.1 and 9.2.With PI9 we will be deliveringFull/Part time changeLocation ChangeRetireTerminateAd-Hoc Salary ChangeGuided Self-ServiceNext up are these three for ELM, no target date yetProgram RegistrationActivity EnrollmentSupplemental LearningThe new ones will be delivered on 9.2 only, not 9.1All of these will have mobile approvals as well with the exception of extended absence. That one will come later because it requires line level approvals.As we go forward implementing mobile approvals we will deliver the HTML approval at the same time.
9 Enterprise Learning Management Delivered in Update Image6Find LearningFind LearningAn integral part of the solution is Find Learning. Learners can quickly search for learning using simple keyword search and further refine their results to quickly pinpoint the learning to enroll or launch.Learners can use Find Learning to search the catalog for classes, courses, and programs that meet their selection criteria.Enterprise Learning Management provides two options for searching the catalog:• Basic search, for searching by keywords• Advanced search, for filtering classes and programs using multiple selection criteriaFor basic searches, users can search by keyword using the Search by Keyword field. For advanced searches, they can search on a number of different criteria. When a user performs an advanced search, the system looks for learning that meets all of the selection criteria.Enhancements to Find Learning will improve the search results. Find Learning search results will not return and display classes that are “Enrollment Closed” whether the classes are in the past, present, or future. All facets for Find Learning will count by classes to pinpoint the search results based on facet drilldown.The solution will provide additional usability enhancements to Find Learning with modal windows for start date and multiple locations to display important information about the class sessions and locations.Find
10 Delivered in Update Image 6 Benefits and PayrollDelivered in Update Image 6Repeal of Defense of Marriage Act (DOMA)Repeal of DOMANew functionalitySupport Benefits Eligibility for Same Sex SpouseDefine Benefit Rates (Employee vs. Spouse)Flexible Taxation ProcessView Taxation Calculation ResultsWe continued to invest in Life Events. Life Events allows a user to upload a document to provide proof that the life event has occurred. This would be a birth certificate, Marriage certificate or perhaps a divorce decree. You can configure this process to require Benefits Administrator approval before the employee is allowed to enroll in benefits. We added on to this functionality to allow the Benefits Administrator to create a delegation process allowing them to setup a Proxy to approve or deny the request in the event they are out of the office for the day.Oracle Confidential – Restricted10
11 Time and Labor Dashboard Delivered in Update Image 5The Dashboard is made up of many configurable pageletsApprovals: Reported Time, Payable Time, Absence Requests, Overtime RequestsLinksAnalytics: Payable Time, Schedule DeviationThe Time and Labor Dashboard is different from the WorkCenter in that this dashboard is specific to what a typical manager needs to do their job. The WorkCenter is all encompassing. That is typically used by Super Users and Administrators.What is one of a manager’s highest priority business processes when it comes to T&L? Probably to approve time, either Reported or Payable, and requests, such as Absence requests and overtime requests. All of these approvals can be done from the Dashboard.Controlling labor costs is another important business process and in the past a manager would typically have to wait until the Time Administration process ran to see the results. Now with Real Time Rule processing in 9.2, the manager has the analytics to see where their labor hours/dollars are going. The Payable Time analytic shows, in graph form, where those hours have been spent. The analytic gives the ability to drill down all the way to the employee level to see the details.The Schedule Deviation analytic shows where employees are not adhering to their schedules thus potentially incurring overtime or other premium payments that may not be desirable to the company.In addition to the Approval pagelets and analytics there are quick links to take the user to commonly used pages like the Timesheet, Payable Time Summary, Detail pages, etc.And more analytics are on their way.One last thing to note is that although the Dashboard is packaged with Labor Rules and Monitoring, which we will be discussing shortly, the Dashboard is also available to base Time and Labor customers.
12 In Memory Labor Rules and Monitoring Delivered in Update Image 5Just released this past January – In Memory Labor Rules and Monitoring (aka LRM)Companies are struggling to control labor costs. It now falls on the Managers to control Overtime, reduce costs, and do more with less. The managers also have to comply with legal constraints either from Federal, State, or local authorities or Union or Bargaining Units or even HR policy administrators to make sure employees are paid correctly. LRM gives clients, for the first time, proactive tools to assist in reducing labor costs. Time and Labor is no longer just a time capturing application anymore.Organizations will get their labor data results faster with an optimized solution on Exadata and Exalogic. This solution will enable them to better understand the true costs related to excessive work hours, unplanned absences, schedule deviations, and time exceptions and to quickly correct any issues.LRM is made up of several pieces: Exadata hardware, Oracle Policy Automation, both which are part of the LRM license, and the Dashboard which is part of T&L 9.2.With these tools a client can improve performance with Exadata. The policy administrators can view and use delivered rules as well as create and change rules using OPA. The manager can, with the dashboard, do their job on one page. This includes approving time and absences as well as reviewing the delivered analytics to proactively view and control labor costs.Let’s look at some of the advantages of the LRM components:Exadata/ExalogicReduction in business process time (both online and batch). NOT just for T&L but for all processes.Assists in Real time rules processingHigh capacity - Support more concurrent PeopleSoft usersLeverage D-RAM and Flash Memory – Oracle’s Policy Automation takes full advantage of this.Uses Oracle Virtual Machine (VM) Templates - Faster deployment, easier patching, and better scaling.Exadata and Exalogic provide a complete "Private Cloud in a box" platform that is ideal for consolidating mission critical enterprise applications. PeopleSoft HCM users will not only see major benefits in Time and Labor, but across the entire suite in areas such as self-service response times and payroll processing.Oracle Policy Automation (OPA) integrated with T&LEasily create and maintain rulesVisualization of rulesTest scripts and validationRegression testingWhat-if AnalysisTime and Labor DashboardReal time analyticsOne stop shop to do business processesAccelerate business processesExecute real time rulesScale and reduce costsModel and deploy natural language based rulesLeverage OPA integration with PeopleSoft Time and LaborUse Overtime pre-delivered rulesManage time, approval and exceptions efficientlyGet visibility into current workforce situationProactively take action
13 Intuitive User Experience on Multiple Devices formatting – brought red call out to frontIntuitive User Experience on Multiple DevicesPlanned for Update Image 9Manager Self-Service HomepageMy Team View and AnalyticsGuided Self-ServiceTeam Time ViewTeam Performance ViewPerformance Status ViewTeam Learning ViewLearning Compliance ViewOpen Jobs ViewApprovalsEmployee Self-Service HomepagePersonal Profile ViewTalent Profile ViewTotal Rewards ViewMy Time View and Time EntryPay Slip ViewBenefits ViewMy Performance ViewAbsences View and EntryMy Learning ViewManager Self-ServiceMy Team – Tablet/PhoneGuided Self-Service – Tablet/PhoneApprovals – Tablet/PhoneOpen Jobs – Tablet/PhoneTeam Time – Tablet/PhoneTeam Performance – TabletPerformance Status – TabletTeam Learning – TabletLearning Compliance – TabletEmployee Self-ServiceTalent Profile – Tablet/PhoneTotal Rewards – Tablet/PhoneTime – Tablet/PhonePersonal Details – TabletPay – TabletBenefits – TabletPerformance – TabletMy Learning – TabletFrom andreaLanding PagesManger SSEmployee SSLevel 2 and Lever 3 drill down from the landing pagesMy TeamPersonal InformationTalent ProfileNUI display only inquiry pagesPayroll, Performance, Benefits, Alerts, Open JobsApplications/TransactionsGuided SSSupports: Reporting Change, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time Status, Job Change, Terminate EmployeeApprovalsSupports: Absence Requests, Extended Absences Requests, Promotions, Transfers, Reporting Changes, Location Changes, Full/Part Time Status Changes, Termination, Retire, Performance Docs, Ad Hoc Salary Changes, Job Openings, Job Offers, Guided SS, Reported Time, Payable Time, Learning Activity Enrollment, Learning Program Enrollment, Supplemental Learning EnrollmentCompany DirectoryTime Entry (Time and Labor)Absence Entry
14 Demonstration PeopleSoft Update Manager Show Personalization last Show Performance Review as example of FLUID co-existPeopleSoft Update ManagerOracle Confidential – Internal/Restricted/Highly Restricted
15 Roadmap What’s Next for HCM and PeopleTools This slide can also be used as a Q and A slideWhat’s Next for HCM and PeopleToolsOracle Confidential – Internal/Restricted/Highly Restricted
16 Ongoing Investment Next 18 months Non Exhaustive Power Users Casual UsersExpansion of Guided Self ServiceAdditional transactionsPosition Mgmt SS enhancementsAttachments & Configurable FieldsMobile Candidate GatewayGuided process optimized for phone and tabletIntegration with Social NetworkMobile LearningLearner to search, enroll/register and take trainingPayroll Employee Self ServiceDirect Deposit enhancementsMobile paycheckUpdatable State W4HR Help Desk Case CreationExpansion of Manager SS transactionsEmployee Side by Side CompareMatrix Organization Self ServiceManager Team AnalyticsBenefits Administration New Open EnrollmentTime and Labor New TimesheetMobile Approvals enhancementsHR Manager / Representative CenterEmployee 360 View for AdministratorsGuided processes and checklistsAdoption of new Notifications frameworkInsight into Action – Pre-delivered AnalyticsSide by Side ComparePayroll Administrators CentersOverall process validationPre-delivered reports / queries and analyticsTime and AttendanceStreamlined processes for Admin roleTime and Labor Auto-enrollmentAnalyticsHR Representative AnalyticsBenefits enrollment AnalysisAbsence Administrator AnalyticsHours by Employee AnalysisAd-hoc analysis in key componentsFrom andreaLanding PagesManger SSEmployee SSLevel 2 and Lever 3 drill down from the landing pagesMy TeamPersonal InformationTalent ProfileNUI display only inquiry pagesPayroll, Performance, Benefits, Alerts, Open JobsApplications/TransactionsGuided SSSupports: Reporting Change, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time Status, Job Change, Terminate EmployeeApprovalsSupports: Absence Requests, Extended Absences Requests, Promotions, Transfers, Reporting Changes, Location Changes, Full/Part Time Status Changes, Termination, Retire, Performance Docs, Ad Hoc Salary Changes, Job Openings, Job Offers, Guided SS, Reported Time, Payable Time, Learning Activity Enrollment, Learning Program Enrollment, Supplemental Learning EnrollmentCompany DirectoryTime Entry (Time and Labor)Absence EntryPower UsersCloud IntegrationsHCM Cloud and PeopleSoft Payroll IntegrationHCM Cloud and PeopleSoft Time and LaborExpansion of existing integrationsPeopleSoft integrationsEnhanced Time and Labor and Absence integrationIntegrationsNon Exhaustive
17 Planning & AnalysisNew analysis role that keeps up with the new enhancements that are being deliveredDevelop an adoption plan, identify enhancement priorities and plan implementationsEach fix can be analyzed for severity, effect, and importance for the organizationAdopt a different “get current” plan.Planning and Analysis PeopleSoft continues to recommend getting current every two to three years. There are several differentways to approach this. It can be done all at once or the business applications can bestaggered so different parts of the applications are brought current each year. Thelonger an application goes without getting current, the more difficult maintenanceand new enhancements will be to apply.
18 EngineeringAdopt a calendar that has you implementing new enhancements on a periodic basisTest Quicker - Leverage PeopleSoft Lifecycle Management toolsMinimize Risk - Apply critical changes on a regular basis, leveraging the dependency calculationsEngineering Having standard enhancement uptake cycles lets everyone in theorganization be aware and plan for new business functionality. This is new toorganizations that are used to a three-year major upgrade cycle. Usage Monitor helps analysts determine the parts of the system their organization uses, andthat information is used to determine effect.PeopleSoft Test Framework is an automation testing tool that can significantly reduce the time required to system test applied maintenance and new features. Staying current on critical changes will prevent critical issues from surfacing.3 YearUpgrade
19 Small incremental changes rather than a large single released RolloutSmall incremental changes rather than a large single releasedLeverage PeopleSoft training toolsWork with focus groupsRollout Be prepared to roll out small incremental changes to the user community rather thana large single release.Leverage dynamic training materials such as PeopleSoft User Productivity Kit (UPK) tohelp users walk through the delivered processes to better understand new featuresand functions that have been rolled out.