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Statement of Direction
April 2006
Purpose
This document provides an overview of features and enhancements included in release
9.0 of PeopleSoft Enterprise HCM. It is intended solely to help you assess the
business benefits of upgrading to PeopleSoft Enterprise HCM 9.0 and planning for
the implementation and upgrade of the product features described.
Disclaimer
This document in any form, software or printed matter, contains proprietary
information that is the exclusive property of Oracle. Your access to and use of this
confidential material is subject to the terms and conditions of your Oracle Software
License and Service Agreement, which has been executed and with which you agree to
comply. This document and information contained herein may not be disclosed, copied,
reproduced or distributed to anyone outside Oracle without prior written consent of
Oracle. This document is not part of your license agreement nor can it be incorporated
into any contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. It is not
a commitment to deliver any material, code, or functionality, and should not be relied
upon in making purchasing decisions. The development, release, and timing of any
features or functionality described in this document remains at the sole discretion
of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include
all features described in this document without risking significant destabilization of
the code.
Introduction ....................................................................................................... 5
Superior Ownership Experience ................................................................ 5
PeopleSoft Enterprise HCM 9.0 Drivers .................................................. 6
The Path to Fusion....................................................................................... 6
Delivering Enterprise-Wide Talent Management .................................... 6
Developing an Optimized Workforce ....................................................... 6
PeopleSoft Enterprise HCM 9.0 Statement of Direction ........................... 7
Core Human Resources Management............................................................ 8
Profile Management ..................................................................................... 8
Smart Hire...................................................................................................... 9
Person Model ................................................................................................ 9
Contingent Worker Enhancements....................................................... 9
ERN Delete............................................................................................. 10
Person of Interest Payees...................................................................... 10
I-9 Compliance............................................................................................ 10
Mass Update Enhancements..................................................................... 11
PeopleSoft Enterprise Benefits................................................................. 11
Base Benefits........................................................................................... 11
eBenefits .................................................................................................. 12
Benefits Administration ........................................................................ 12
Human Resources for France ................................................................... 12
Global Military Enhancements ................................................................. 12
Rank Processing—Associate Rank to Employee .............................. 12
Talent Management......................................................................................... 13
Recruiting Solutions ................................................................................... 13
ePerformance............................................................................................... 13
eDevelopment ............................................................................................. 14
Time and Pay ................................................................................................... 15
Payroll for North America ........................................................................ 15
Global Payroll Core.................................................................................... 15
Global Payroll for France .......................................................................... 15
Global Payroll for Japan ............................................................................ 16
ePay............................................................................................................... 16
U.S. Federal Government NFC Interface............................................... 16
Time and Labor........................................................................................... 16
Integration with Payroll......................................................................... 16
INTRODUCTION
PeopleSoft Enterprise Human Capital Management (HCM) 9.0 is Oracle’s newest
planned global solution suite for intuitive and effective human capital management.
Creating a rapid return on investment, PeopleSoft Enterprise HCM applications
automate business processes, reduce operational costs and increase efficiency,
continually defining and leveraging industry best practices.
With the most technically advanced, highly adopted and industry-leading human
capital management suite, Oracle’s PeopleSoft applications are used by 73 of the
top 100 companies in the Fortune 500.
PeopleSoft Enterprise Human Capital Management 8.9 was made available in
December 2004. In response to our customer base and market demands, we
continue to innovate, creating applications, features and functions that set the
foundation for creating workforce excellence.
PeopleSoft Enterprise HCM 9.0 is a robust application suite within the overall
enterprise strategy of Human Capital Management. This statement of direction
describes planned enhancements in HCM 9.0.
Profile Management
In PeopleSoft Enterprise HCM 9.0, we intend to release a new and improved
method of managing jobs and their associated skills and competencies. The new
Manage Profiles business process framework allows organizations to strategically
manage and integrate processes across the entire suite of HCM applications, with
emphasis on the primary Talent Management applications—Recruiting,
ePerformance, and Learning Management.
By deploying a standard method for displaying competencies, qualifications, and
skills for both individuals and jobs, organizations achieve a single source of job-
related data throughout all HCM applications. Initially introduced in ePerformance
8.8, the job profile functionality was enhanced in 8.9 and adopted by Recruiting
Solutions, with a planned uptake in Enterprise Learning Management 9.0. By
combining the tables and methods of capturing similar data, information is stored
centrally and accessed by all HCM applications.
A foundational concept of core Human Resources, the Manage Profiles business
process consists of three elements:
Job data (competencies, responsibilities, etc.) are aggregated to form a job
profile. This additional layer allows for more flexibility in updating and
changing the underlying job data.
Person data is aggregated into a personal profile. This allows users to
update their data without having to create multiple profiles.
Profile Management Engine driving comparisons between personal and
job profiles. Simplifying the search process while providing enhanced
suitability matching, the Matching Engine supports the ability to match
from criteria (skills or competencies) as well as from profiles.
The setup and management of profiles is supported within core Human Resources
and leveraged in ePerformance, Talent Acquisition Manager, and Learning
Management. Self-service functionality for employees to update personal profiles is
available in the eDevelopment application.
Person Model
Introduced in PeopleSoft HCM 8.9, the Person Model represents a dynamic shift in
managing the population of individuals interacting with an organization.
Organizations can easily associate one person to multiple employment instances or
to multiple organizational relationships over time, providing a framework to
capture and store all person types, including contingent workers and ‘persons of
interest’ within a single database. Leading to greater compliance and deeper
business insight, the Person Model allows for organizations to more accurately
maintain multiple employee records throughout an individual’s lifecycle with the
organization.
ERN Delete
I-9 Compliance
To better comply with the United States’ Immigration and Nationality Act,
PeopleSoft Enterprise HCM 9.0 plans to enable the collection and storage of all I-9
information. Features include workflow-driven self-service functionality to
complete I-9 information, with the ability for employers to complete and submit
the required sections.
To further lower administration costs, 9.0 will provide reporting and processing
functions which:
Provide notification of upcoming or past-due expiration dates.
Store, print, and archive I-9 forms as required by law and corporate policy.
Base Benefits
With PeopleSoft Enterprise HCM 9.0, we plan to add much more flexibility to the
Base Benefits business process. Some of the proposed improvements we are
delivering include:
More flexible premium options—providing new ways of calculating
premiums, including by compensation ranges.
Premium splits between tax classes, such as employee premiums being
divided by pre- and post-tax and employer premiums being categorized as
taxable and non-taxable.
More flexible limit processing for contributory plans.
Hardship withdrawal management for all savings plans.
Formula based calculations for life and disability insurance coverage
amounts.
Support for new plan types such as long-term care, wellness, legal, and
health spending plans.
Benefits Administration
Key areas of planned enhancements within Talent Management in the HCM 9.0
release include:
Recruiting Solutions
Candidate Gateway and Talent Acquisition Manager are well-established
applications providing managers, recruiters, and candidates with the ability to
participate in the recruitment process. With PeopleSoft Enterprise HCM 9.0, we
plan to add and leverage functionality to enhance the end user experience:
Integration with Job Profile Manager, sharing a single data source for
accomplishments and competencies.
The ability to attach interview questionnaires to interview schedules.
Standardized approval and delegation framework, leveraging the ability to
delegate all or some approvals to other users.
ePerformance
With the planned release of PeopleSoft Enterprise HCM 9.0, ePerformance is an
even more robust, scalable, and flexible performance management solution.
Focused on enabling organizational excellence and talent management,
ePerformance is a key component of driving employee and organizational success.
Planned enhancements include:
To fully deploy a talent management strategy, organizations must have the ability to
tie the performance management process to the learning management system. In
HCM 9.0, we plan to deliver the ability to view the employee courses as a factor in
evaluating their competencies, including the ability for managers to view the status
of an employee-created learning plan. Managers may also link to the learning system
to recommend additional learning, assisting in providing tangible actions during the
performance process.
Sub-Period Feedback
Document Cloning
Managers often choose to populate current reviews with data from a previous
review cycle, or in some cases use review information for multiple individuals. To
support these needs, Oracle intends to introduce document cloning, allowing
managers to clone and apply appraisal documents for employees in their
management hierarchy.
eDevelopment
The eDevelopment application was designed to support the career development of
employees. Employees access the application to update their internal resumes and
career objectives. In HCM 9.0, we plan to extend the Manage Profiles business
process and make it accessible in the eDevelopment application. Employees can
now search for positions that match their profile, and compare various positions to
determine the right next career step. The user interface for the application has also
been enhanced to make it easier for employees to update their personal profile and
competencies.
ePay
Allowing employees to manage personal payroll information, PeopleSoft ePay 9.0
plans to expand the self-service options to include electronic copies of year-end
forms and enhanced options for viewing paychecks in PDF format.
Payroll for North America customers will benefit from enhanced controls
to select specific payable time rows when loading Time and Labor data.
Additional functionality allows designation of separate check allocation to
accommodate for bonuses or retroactive pay.
Absence Management
Absence Management is designed for organizations to plan and manage absence
events within a single, customizable rules-based application. Combining self-service
capabilities, Absence Management 9.0 plans to deepen integrations to Time and
Labor.
All absences can be entered directly in the Time and Labor timesheet and
seamlessly transferred to Absence Management. Previous absence
adjustments and balance forecasts can be made directly in the timesheet.
A single approval engine is used for both Time and Labor and Absence
Management for employees using timesheets.
An enhanced time grid provides real-time data from both Absence
Management and Time and Labor.
Delegation Management
In a complex workforce, it is often necessary for individuals tasked with approving
transactions to delegate their responsibilities for a period of time. In PeopleSoft
Enterprise HCM 9.0, we plan to introduce a delegation management solution
intended to meet both security and compliance requirements.
Available and utilized throughout self-service, this functionality will support
transaction delegation for both finite and indeterminate periods of time.
Approval Management
To complement the delegation management framework, PeopleSoft Enterprise
HCM 9.0 intends to provide a common approval framework embedded within all
HCM applications. The approval framework allows organizations to centrally
create and maintain approval process templates while associating discrete
transactions, routings, approval levels, and exceptions to each event.
In centrally managing approvals, organizations can trigger, act on and track
approval requests in a singular fashion while providing comprehensive data and
audit trails.
Document Generation
Today’s HCM applications go far beyond basic data management. Recognizing the
organization’s needs to rapidly extract, configure and format data in a variety of
manners, PeopleSoft Enterprise HCM 9.0 plans to introduce a common document
generation solution. Used throughout the PeopleSoft Enterprise HCM suite, the
solution leverages Oracle technology known as XML Publisher.
XML Publisher reduces the high costs associated with development, customization
and maintenance of business documents while increasing the efficiency of reports
management.
Utilizing a set of familiar desktop tools, users can create and maintain both reports
and document layouts in any combination of 185 languages and 244 territories.
Seamlessly converting these layouts into industry-standard files, each translation file
can be individually modified without impacting translations. With bi-directional and
advanced font handling support, XML Publisher provides organizations with a
secure, streamlined document system.
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