Occidental Petroleum PeopleSoft 8.9

1. Occidental Petroleum PeopleSoft 8.9 HR Delta Overview June 2006

2. Upgrading to Version 8.9 v8.9 PeopleSoft v8.3

3. Topics • Why we’re upgrading • What’s changing • What’s not changing • Changes to the Home page • Improved search capabilities • Changes to documentation and training • Changes to page and table components • Oxy contingent workers • Numbering employee/contingent worker records • Terminology changes

4. Why We’re Upgrading • What Are the Benefits? • Improved ease-of-use resulting from restructured, streamlined components and pages • Support of version 8.9 extended to 2013 by Oracle • Ability to use 8.9 HR CRM and 8.9 ePerformance (360 and Performance Manager) applications (not compatible with our current version, 8.3sp1) • More robust functionality resulting from enhancements to eDevelopment, Time & Labor, eRecruit, and employee types

5. What’s Changing? • Consolidated/restructured PeopleSoft pages • Improved management of contingent workers (CWR) and persons of interest (POI) • Using “person model” architecture • Effective (future) dating of dependent and beneficiary information

6. What’s Not Changing? • User roles and responsibilities • Business processes

7. PeopleSoft Home Page • Navigation: OxyNet.oxy.com > Oxylink • PeopleSoft sign-in page • Single, vertically expanding menu (menu pagelet) • Navigation pane • Page links

8. Changing Feature – New Window • New Window link • Feature now available on all pages

9. Menu Pagelet Search Function • Search using words from page names • Search within results • Use “Hide Summaries” feature

10. New Advanced Search Features • Search operators • Second Name field

11. Changes to Documentation – Reference Guides

12. Changes to Documentation – QRGs • QRG = Quick Reference Guides • QRGs • Navigation Quick Reference • Position Management Quick Reference • PeopleSoft HR 8.9 Data Map Cheat Sheet

13. Changes to Training – WBT Programs • WBT = Web-based Training Programs • Two WBTs available from PeopleSoft menu • PeopleSoft Basics & Navigation • HR View Only 

14. WBTs

15. Changes to PeopleSoft Page Components • Personal Data component • Job Data component • Dependent Information component • Pay Rate change component • Additional pages 

16. Personal Data Component • Pages have been renamed and reorganized • Organizational Relationships page available when you add a person to the database • Identity/Diversity information has been consolidated on the Biographical Details page • Referral fields have been moved from the Identify/Diversity page in v8.3 to the Person Applicant Information page in v8.9

17. Job Data & Personal Data Date Field Changes

18. Personal Data Date Field Changes (continued)

19. Job Data Component • Page names remain the same • Work Location page contains a Calculate Status and Dates button • Employee Status field replaced by HR Status and Payroll Status • Date fields have been relocated from the Employee Information page to Work Location • Some of the date fields now have override check boxes

20. Job Data Component (continued) • Job Information page now contains Supervisor ID field • Account Code field replaced by Combination Code field • Names of Employee Information date fields have changed • Pay Components region, Compensation page, has new Controls tab

21. Dependent Information Component • Number of pages have changed (from 4 to 3) • Federal Medicare Flags now on Personal Profile page • Effective date (future date) beneficiary and dependent information, including name and address • Personal Profile page: • Personal History region added • Now contains federal Medicare Flag and Entitled Date field • Includes date fields for Student, Smoker & Disabled check boxes

22. Pay Rate Change Component • Page names remain the same: • Employee Profile (now contains Last Increase Dt field) • Salary Plan • Compensation • Job Earnings Distribution

23. Additional Components and Pages • Current Job component • Changes similar to those in Job Data component • Employee Data Summary page • Payroll Status field replaces Employee Status field • Date fields have been revised • Job Summary page • Action field replaces Short Description field

24. Miscellaneous Pages • Maintain Bank Accounts page (foreign locations only) • Page name updated from Bank Account Information • Bank Details region is new • Prior Work Experience page • Person ID field replaces EmplID field • Last Updated field is new • Work Responsibilities field is new • Ending Pay Rate, Currency Code, and Pay Frequency fields have been removed

25. Changes to PeopleSoft Table Components • Department table component • Job Code table component • Location table component • Position Data table component Navigation HR Administration > PeopleSoft Tables

26. Department Table Component • Departments search page • Manager ID has been added as a new key field • Department Profile page • Manager Type region is new • Budget Level field has been moved

27. Job Code Table Component • Job Code Profile page • Job Profile ID field is new • Evaluation Criteria page • Effective Date & Description fields switched positions • Market Pay Match page • Replaces Salary Survey page • Default Compensation page • Effective Date & Description fields switched positions • Non-Base Compensation page • Can now add rows and update fields

28. Location Table Component • Location Address page • Address fields consolidated • Location Profile page • Regulatory Region field name replaces Reg Region • Establishment ID field name replaces Estab ID • Payroll for North America region is new • Select an establishment ID to associate with a location

29. Position Data Table Component • Description page • Consolidates three pages from version 8.3: Description, Work Location, and Job Information • Three fields have been added • Specific Information page • Two fields have been added • Budget and Incumbents page • Three fields have been added • Now contains a link to Job Data • Multiple Supervisors page • Account Code field is now Combination Code • Can now sort by column headings

30. Add Employees, CWRs, and POIs • Non-employees are now called “contingent workers” (CWRs) • Contingent workers who become employees now have a single record • Streamlined process to change employee types • Contingent Worker Employee • Employee  Contingent Worker • Add a Person of Interest (POI) • Surviving spouses receiving NA Payroll payments now added as POIs

31. Organizational Instances & Employee Record #s • PeopleSoft version 8.9 uses organizational instances and employee records to create and update job records • Organizational instance is a single occurrence of an organizational relationship • To add an organizational instance, use the Add an Employment Instance or Add Contingent Worker functions

32. Employee Record #s • Record numbers auto-assigned • Empl Rcd # field displays on Work Location page • All initial employee, contingent worker, and person-of-interest records are assigned “0” • Record numbers increases sequentially when an employment instance is added • Contingent worker is terminated and then added as an employee • Employee is terminated and then added as contingent worker

33. Searching for Persons with Multiple Record Numbers • Search returns multiple results; identified by record number • Customization to be added to identify organizational relationship

34. Terminology Changes • Breadcrumbs • Contingent Worker • Hire/Add a Person • HR Status • Navigation • Organizational Relationship • Person of Interest (POI) • Pagelet • Payroll status

35. Questions???