PeopleSoft 9.1 HCM Roadmap – Tips & Tricks To Help You Navigate Your Way To Success

1. PeopleSoft 9.1 HCM Roadmap –Tips & Tricks To Help You Navigate Your Way To Success Ravi Kiran April 21st, 2011

2. Hexaware Overview: Key Facts 174 Active Clients served worldwide (Dec’10) Delivery centers in Mumbai, Chennai, Nagpur, Pune, Mexico, Bangalore, New Jersey 6511 Employees globally (Dec’10) 50 Million dollar clients (Dec’10) Industry Recognitions • The Green Edge Award 2010 for using IT to maximize business impact. • Leaders category for The 2010 Global Outsourcing 100 by IAOP • Ranked N0: 18 in the NASSCOM’s Top 20 IT Service Providers India (2009-2010) • Top 100 Innovative service Provider by Global Services • CIO 100 Ingenious Award • Best Employers for five consecutive years (2005 – 2009) • Markie Award in the Marketing Visionary category, 2010 • Ranked amongst the 500 best performing Mid-sized Companies in India by Inc.India for outstanding ingenuity and determination shown during the toughest of the economic times. 32 Offices worldwide Golden Peacock Award 231.2 $ mn Revenues in CY ’10 Certifications CMMI Level 5, ISO 27001, PCIDSS

3. Your Presenter

4. 9.1 Features

5. User Experience to New level

6. User Experience to New level

7. User Experience to New level

8. User Experience to New level

9. User Experience to New level

10. User Experience to New level

11. User Experience to New level

12. PS HCM 9.1 – Payroll Features Country Extensions • Global Payroll extensions for • China • Argentina • Thailand Flexible Pay • Configurable Retroactive Pay • Flexible Contract Pay Enhancements with K-12 in mind Integrations • Real Time Budget Checking. • Multi-Year Encumbrance. • Greater Synchronization and Integration between HCM and Financials

13. PS HCM 9.1 – Payroll Features • Increased the size of monetary fields for balance tables and reports. • The maximum balance amount that can be stored in the system has been increased. • Previous: $99,999,999.99 (8.2) • Current: $99,999,999,999.99 (11.2) • Expanded fields on the Paysheet so that you can have • up to 99 separate check numbers • up to 99,999 page numbers • up to 999 line numbers • Increased Array size in copybooks (PSCEARRY, PSCEFLSA, PSCRFERY,PSCTMERY, PSPDEDLA)

14. PS HCM 9.1 – Payroll Features • Enhancements to the Load Pay sheets process enables you to Add multiple source codes for ‘Other’ Source Type

15. PS HCM 9.1 – Payroll Features • Source will be displayed in Online Paysheet and Paycheck pages

16. PS HCM 9.1 – Payroll Features • New page to Activate or Inactivate the Paysheet transactions online

17. PS HCM 9.1 – Payroll Features RETROACTIVE PAY • Enhanced Retroactive Pay (Retro Pay) system to provide more functionality, flexibility and control. • Provide a new configurable, user-defined Trigger Table. • Retro on Retro feature (ability to see prior paid retro). • Links to the Paycheck from the Retro Pay Calculation Results page. • Improved the Retro Reports and selection Criteria.

18. PS HCM 9.1 – Payroll Features • New page to specify the fields that create a retro request

19. PS HCM 9.1 – Payroll Features • New page to define a retro pay trigger program with two sets of triggers • Job Record • Additional Pay record

20. PS HCM 9.1 – Payroll Features • Review retro pay requests and the triggers that created the requests. • If the process request flag is Not Processed, Action Required, or Suspended, you can also use this page to manually cancel the request.

21. PS HCM 9.1 – ePerformance Features • Business Objects Management • Simplified ePerformance Document Creation Processes. • Additional Document Configuration Options. • Support for File Attachments. • Electronic Document Sign-off. • Document Archival Template. • Targeted Performance Notes.

22. PS HCM 9.1 – ePerformance Features

23. PS HCM 9.1 – ePerformance Features

24. PS HCM 9.1 – ePerformance Features

25. PS HCM 9.1 – ePerformance Features

26. PS HCM 9.1 – ePerformance Features • Ability to create ad-hoc individual performance documents based on the following: • By Manager ID is a new option that allows you to specify the Manager ID • By Employee ID is a new option that allows you to specify an individual employee.

27. PS HCM 9.1 – ePerformance Features • Allows additional employee data to be defined on a document template: • Available header content includes Employee ID, Department ID etc. • You can define unique header content for various document types that can also be based upon the role of the document user.

28. PS HCM 9.1 – ePerformance Features • Display Evaluator Names in Manager Documents. • Users elect whether to display participant evaluator names in the manager’s version of a performance document, providing managers with a quick overview of all participants in the evaluation process.

29. PS HCM 9.1 – ePerformance Features • New eSignature section that enables employees and managers to signoff electronically.

30. PS HCM 9.1 – ePerformance Features • Organizations can select from six queries to define documents to archive.

31. PS HCM 9.1 – ePerformance Features • Targeted Performance Notes.

32. PS HCM 9.1 – Profile Management • Automatically maintain and manage profile group types. • Searching and Comparing Profiles. • Printable Page icon • Summary of Changes Page • Submit Button for Saved only changes • New integration for Termination of Profiles

33. PS HCM 9.1 – Profile Management • Search and Compare Profiles.

34. PS HCM 9.1 – Profile Management • Printable Page Icon.

35. PS HCM 9.1 – Profile Management • Summary of Changes Page. • Submit Button

36. PS HCM 9.1 – Recruiting Solution Features Microsoft Outlook Calendar PeopleSoft Profile Manager PeopleSoft Services Procurement Integrations Candidates View & Accept Job offers via Candidate Portal Online Job Offers Screening and Questionnaire Enhancements Knock-out Questions Default Question Sets Improvements for Both Candidates and Resources Print Job Openings and Resumes Better Usability

37. PS HCM 9.1 – Career Planning Features Employee and Manager Self Service Access Personalized Resume to apply for Job Openings New Graphical Views for Career Paths Integrations • Enterprise Learning Management. • ePerformance. • Profile Manager • Recruiting Solutions

38. PS HCM 9.1 – Succession Planning Features Enhancements • Create Succession plans for Job Codes and People, not just for Key Positions anymore. • Integration with Profile Manager to support matching, ranking and skill gap identification. • Real-time visualisation of incumbents, successors and relevant profile data. New Features • Ability to search internal and external candidate pools. • “9-Box” (rating boxes/grid) • Self-service Succession 360 degrees Graphical View with Drag/Drop Capabilities

39. PS HCM 9.1 – Succession Planning Features

40. Requirements & Scope

41. Requirements • Upgrade PeopleSoft HCM version 8.9 to 9.1 • Modules included are, • Core HR • Benefits • North American Payroll • eProfile and eProfile Manager Desktop • eBenefits • ePay • ePerformance • eCompensation • eForms (Bolt on Module) • PeopleTools Upgrade from version 8.49 to 8.50 • Enhanced functionality in version 9.1 • Functional and technical enhancements

42. Scope Inclusion • Perform AS-IS study of HCM 8.9 • Conduct Business Fit/Gap during Assessment Phase • Conduct Workshops on PeopleSoft 9.1 functionalities for current modules. • Assist in Keep/Drop Decisions. • Retro Fit the customizations identified • Perform Data Scrambling in development environments • Prepare and Perform Unit Test cases and Integration Test cases • Provide Support for User Acceptance Testing • Provide DBA Support for Upgrade • Perform Go-Live and Post Go Live Support for 2 weeks

43. Scope Exclusion • Database Installation & Database Upgrade • Third Party Applications • Custom Data Migration • Data Cleansing • UAT Test cases preparations • Fixing Issues/Bugs originating in delivered code from Oracle’s PeopleSoft

44. Upgrade Process

45. Peoplesoft HCM 9.1 Upgrade Methodology Planning & Strategy Go- Live Upgraded System Clean up User Acceptance Testing Initial Move Training Fit/Gap Prototyping Testing Keep/Drop Decision Retrofit Customizations Test Moves

46. Upgrade Approach Technical Upgrade Initial Upgrade Upgrade Oracle Database HCM 8.9 – 9.1 Iterative Test Moves Training Go – No Go Support & Hand Over Analysis Strategy & Planning SIT /UAT Parallel Go Live Customization/Configuration Unit Testing Design Setup Development & Process Change On going Upgrade (Initial Move) Training & Testing Assessment

47. Project Milestones (23 Weeks) Start 05 Apr 10 22 Mar 10 19 Apr 10 07 Jun 10 21 Jun 10 05 Jul 10 02 Aug 10 10 Aug 10 13 Aug 10 Study/ Initiation Phase Development Phase HIT SIT UAT & Parallel Go Live Planning Go Live Support Initial Pass 16 Apr 10 04 Jun 11 02 July 10 30 Jul 10 09 Aug 10 13 Aug 10 27 Aug 10 18 Jun 10 07 May 10 End Onsite Onsite Offshore

48. Program & Project Management

49. Program and Project Management Project Steering Committee Hexaware Project Director Customer Project Director Monthly Project Lead Weekly Project Manager Daily Functional consultant Technical Consultant Upgrade Specialist Business Analysts DBA Key Users Customer onsite Team Project Manager Onsite Functional consultant Upgrade Specialist Offshore Technical Consultant DBA

50. Responsibility Matrix (Sample) Note – The following abbreviations are used in the responsibility matrix documented for every phase.