Self-Service…More than a Transaction

1. Self-Service…More than a Transaction Session #113 March 5: 10:30-11:30AM HEUG 2002 Conference - Las Vegas

2. Miriam Ward Director, HRMS/Payroll Office of Human Resources University of Minnesota Session #-and Name

3. Background Implemented PeopleSoft HRMS as part of the University’s enterprise project using PeopleSoft’s combined product for student and HR. HRMS modules implemented include Campus Community, HR, Payroll, Base Benefits, FSA, Recruit Workforce and Training Administration. An upgrade from 7.6 to 8.0 is planned for implementation Feb 2003. Session #-and Name

4. Synopsis In this case study, attendees will learn how the University of Minnesota defined a comprehensive vision for HR self-service including strategies for implementation and deployment. Self-service can be much more than web based PeopleSoft transactions. The session will cover why and how U of MN developed content management tools and integrated knowledge management with PeopleSoft transactions to successfully implement and deploy HR self-service to faculty and staff on all campus. The presentation will include a "look back" at lessons learned and a "look ahead" to future plans Session #-and Name

5. University of Minnesota Land grant institution founded in 1851 32,000 employees 60,000 students on 4+ campuses Total revenue & expenses about $1.75 billion Sponsored projects provide 1/3 of total revenue Session #-and Name

6. HR Self-Service…WHY? Improve service for faculty and staff Limited resources available to provide personal contact Reduce administrative cost Session #-and Name

7. Single Web Site Transactions & Information Timeliness/Accuracy Convenience ( 24X7 ) Linked to Related Sites Manage Personal Data Improve Service …HOW? Session #-and Name

8. Generation “X” EXPECTS self-service Generation “Y” ASSUMES self-service Future generations will BELIEVE self-service always existed Manage “X”pectations Session #-and Name

9. We used a Team of HR Subject Experts What do faculty and staff … Want to know? Need to know? When will they ask? Life event triggers. Creating the Vision Session #-and Name

10. BluePrint Knowledge/Content Management Tool Portal/Channel/Application Development Application Service Providers (ASP) Security/Authentication Ready to Build Session #-and Name

11. Clarity on what will be built Displays relationships of data and transactions Helps with prioritization Accounts for everything Documents final objective Why a BluePrint? Session #-and Name

12. What is it? Why use one? Buy or Build? U of MN solution… built GrassRoots Knowledge Management Tool Session #-and Name

13. Are they essential? Nice, but not necessary U of MN Portal: “MyOneStop” HR Channels versus Thin Client Portals and Channels Session #-and Name

14. Application Service Providers If it makes sense, do it! Current ASP Use: JAT for W-2s PayCheck City for modeling Extra Security considerations Mix in ASP Session #-and Name

15. For personalized view and transactions U of MN uses x.500 to authenticate Writes as one Oper ID in PS Access & Authentication Session #-and Name

16. HRSS Home Page Session #-and Name

17. My OneStop, HR Tab & Broadcaster Session #-and Name

18. Vacation/Sick Leave Flexible Spending Accounts Faculty Retirement Plan and MSRS 403B Savings Paycheck Channel (W-4, W-2 and PayCheck City) Transaction Channel (Training and Personal View/Update) HRSS Channels in Production Session #-and Name

19. Actually it is NOT that easy. Strategies for introducing Self-service. Communication Plan Statistics to Track Use Build it…they will come! Session #-and Name

20. HRSS Use Increases Daily Session #-and Name

21. Pay Stub Online Self-Reported Training Emergency Contacts Other Benefits Applications Coming Soon to a Channel Near You... Session #-and Name

22. Lessons Learned Looking Ahead PeopleSoft 8.0 Life Events Applicant Self-service Manager Self-service http://www.hrss.umn.edu Session #-and Name

23. Conclusion • University of Minnesota, like many others, recognizes the value of providing employee self-service. • We combined content and transactions to provide our faculty and staff with a 360 degree product. • Phased implementation continues. • A demo of HRSS will follow the presentation. • For follow up contact: • Miriam WardDirector HRM/Payroll University of Minnesota e-mail: wardx022@umn.eduPhone: 612-624-1370 Session #-and Name