Human Capital Management PeopleSoft HCM 8.9 HRMS Overview for HSBC Melanie Lougee Sr. Manager, HCM Product Management

Page 2 PeopleSoft Proprietary and Confidential Page 2 PeopleSoft Proprietary and Confidential Human Capital Management Topics The Person Model  Design Concepts and Architecture  Person UI Revision  Contingent Workforce Management  Non-Worker/Person of Interest Management  Additional Enhancements Flexible Security Management by Labor Agreement Integration (Service Oriented Architecture)

Page 3 PeopleSoft Proprietary and Confidential Page 3 PeopleSoft Proprietary and Confidential Human Capital Management The Person Model Design Concepts  Separation of Person from Job  Clear distinction between Contingent Workers, Employees, and Persons of Interest  Personal Data and Job Table Structures Revisions  Thorough integration throughout HCM and beyond

Page 4 PeopleSoft Proprietary and Confidential Page 4 PeopleSoft Proprietary and Confidential Human Capital Management PERSON Model: Architecture Bob KU001 EMP Org Instance 0 EMPL_RCD 0EMPL_RCD 1 POI External Trainee CWR Org Instance 2 EMPL_RCD 2

Page 5 PeopleSoft Proprietary and Confidential Page 5 PeopleSoft Proprietary and Confidential Human Capital Management PERSON Model: New Assignment Bob KU001 EMPL_RCD 1EMPL_RCD 0 EMP Org Instance 0 Hire Date = 10/01/03 Assignment Start Dt = 05/01/04 Assignment Start Dt = 10/01/03 Action = ADL

Page 6 PeopleSoft Proprietary and Confidential Page 6 PeopleSoft Proprietary and Confidential Human Capital Management PERSON Model: New Instance Bob KU001 EMPL_RCD 1 CWR Org Instance 1 Hire Dt = 05/01/04 EMPL_RCD 0 EMP Org Instance 0 Hire Dt = 10/01/03 Assignment Dt = 10/01/03 Assignment Dt = 05/01/04 Action = HIR

Page 7 PeopleSoft Proprietary and Confidential Page 7 PeopleSoft Proprietary and Confidential Human Capital Management 8.9 Person Data Model - ERD

Page 8 PeopleSoft Proprietary and Confidential Page 8 PeopleSoft Proprietary and Confidential Human Capital Management Persons of Interest without a JOB

Page 9 PeopleSoft Proprietary and Confidential Page 9 PeopleSoft Proprietary and Confidential Human Capital Management Extension Records

Page 10 PeopleSoft Proprietary and Confidential Page 10 PeopleSoft Proprietary and Confidential Human Capital Management PERSON Model: UI Enhancements Consolidated Contact Data Preferred Phone and Incorporation of Checklists Easily Secured Reordered Data

Page 11 PeopleSoft Proprietary and Confidential Page 11 PeopleSoft Proprietary and Confidential Human Capital Management The Person Model Contingent Workforce Management  eRecruit/Services Procurement for Contingent Workers  Seamless transition between employee and contingent worker status while keeping the same employee ID.  Payroll products can support contingent workers, employees, or people who are concurrently both  Ability for contingent workers to use Self-Service  Total workforce reporting and analytics  Search records enhancements  Search/Match

Page 12 PeopleSoft Proprietary and Confidential Page 12 PeopleSoft Proprietary and Confidential Human Capital Management The Person Model Persons of Interest  POI: A person who may, or may not, have a job record who is tracked for a variety of purposes such as security, reporting, mailings, etc. Board Members, Affiliates with Badges, Trainees, etc. Unlimited definitions Can be paid or not

Page 13 PeopleSoft Proprietary and Confidential Page 13 PeopleSoft Proprietary and Confidential Human Capital Management The Person Model Additional Enhancements  Configurable Actions and Action Reasons  Configurable Search/Match  High Level HR and Payroll Active Status  Movement of Employment Dates to Job  Job Record Extensions

Page 14 PeopleSoft Proprietary and Confidential Page 14 PeopleSoft Proprietary and Confidential Human Capital Management Configurable Actions

Page 15 PeopleSoft Proprietary and Confidential Page 15 PeopleSoft Proprietary and Confidential Human Capital Management Flexible Security Ultimate flexibility  Centralized / De-Centralized  Full access / restricted access  Restrict data access by location or worker population so that very few people can access information about the executive staff in corporate headquarters.  1 HR team that manages the hourly population while another HR team manages salaried employees.

Page 16 PeopleSoft Proprietary and Confidential Page 16 PeopleSoft Proprietary and Confidential Human Capital Management Benefits of Flexible Security Build your own security  Any field on any HCM table can be a security key  Up to 3 security keys can be used in a row level definition  A class can contain more than one row level definition Data Lockdown Decreased Costs Decreased Maintenance Sarbanes Oxley data access auditing Database Instance Consolidation

Page 17 PeopleSoft Proprietary and Confidential Page 17 PeopleSoft Proprietary and Confidential Human Capital Management Flexible Power Inge Simons EU Executive Comp One of 3 people with access to data on executives in Europe Security Administrator Is happy she can meet everyone’s needs and tell the auditors exactly who has access to what data Paul Dorsey Temp Recruiter Sees Temp Requisitions and Job Data on Temps in only his Business Unit Anna Truman Dir, HR Technologies Sees all data on all employees everywhere. Wants to make sure no one else can. Security Designed For Your

Page 18 PeopleSoft Proprietary and Confidential Page 18 PeopleSoft Proprietary and Confidential Human Capital Management Flexible Configuration Fully Configurable No Code No Customizing Table Driven

Page 19 PeopleSoft Proprietary and Confidential Page 19 PeopleSoft Proprietary and Confidential Human Capital Management Human Resources 8.9 Labor Management  The Labor Agreement as Driver Jobcodes by Labor Agreement Configurable Seniority Dates, Tiebreakers, and Expiration Rules Facilities Wage progression rules  Layoff and Reinstatement Management Roster management Reporting Mass transactions

Page 20 PeopleSoft Proprietary and Confidential Page 20 PeopleSoft Proprietary and Confidential Human Capital Management Human Resources Labor Agreement Prototype