Presentation by SmartERP, as delivered at an HCM User Group conference held in Dallas, TX, June 2013. Covers automated onboarding features designed not only to provide efficiencies in the onboarding process but enhancements that lead to better retention and employee satisfaction.
Automating PeopleSoft HR Processes--It's Not Just About Getting Faster but Getting Better
1. Doris Wong, CEO, Smart ERP
Solutions, Inc.
Automating
PeopleSoft HR
Processes: It's About
Getting Better Not
Just Faster
2. Enter to Win an iPad Mini!
Just complete a session
feedback form
Plain white form
3. Agenda
• About SmartERP
• Automating HR Business Processes and
Business Value
• Getting Better Use Case: Automated
Employee Onboarding
– Demo
• Getting Better Use Case: Automated
Personnel Actions
• Q & A
5. • Pre-built, packaged,
proven solutions
• Highly configurable –
tailor to YOUR needs
• Customer driven
requirements
• Affordable
• Integrated with
existing PS apps
• Architected as add-
on solutions
• Avoid customizations
• Low-cost
• Minimal risk
• Release independent
– no upgrade
required
• On Premise solution
• Rapid
implementation
• Deep PeopleSoft
knowledge &
experience
• Unique best
practices for
implementations &
upgrades
• PeopleSoft data
model and existing
data
• Current PeopleSoft
business rules and
processing
• End-user PeopleSoft
skills
• Infrastructure and
technology
Extend Functionality Improve ROI Get Faster Results Leverage Existing
Investment
Human Capital
Management
Financials and
Supply Chain
Campus
Solutions
Innovative Solutions & Services for PeopleSoft
Common – Critical – Complementary
6. Still Using Paper and Manual
Processes?
Poor User Experience
Time Consuming
7. Replace with Electronic Forms and Automated
Business Processes
Streamlined, online process Online Admin Tools, Status Reports
Online forms, eSignature Reduced Admin Time & Effort
8. Opportunities for Automating
HR Business Processes
Onboarding and Offboarding
Personnel Action Requests
• Hire/Rehire
• Separation
• Job Changes
• Interdepartmental Transfers
• Retroactive Pay Adjustments
• Compensation Changes
Annual Performance Reviews
Open Enrollment
Certifications
11. Average 1st Year
New Hire Attrition
22.7%
PwC Saratoga 2011/2012 US Human Capital Effectiveness Report
Onboarding 2011, The Path to Productivity, Aberdeen Group
13. Turnover is Costly
Recruiting a Replacement $
Compensation Paid to Departing
Employee
$
Training (Classroom & On the Job) $
Hiring Manager and Work Team
Time
$
Lost Productivity $
Total Cost 50% – 150% of
Annual Salary
14. What Drives Turnover?
Problems with
Hiring Process
Inadequate
Candidate Pool
Poor Onboarding
Poor Mgr / New
Hire Relationship
Role Not as
Expected
Failure to Connect & Build Relationships
15. Average 1st Year New Hire
Attrition
22.7%
PwC Saratoga 2011/2012 US Human Capital Effectiveness Report
Onboarding 2011, The Path to Productivity, Aberdeen Group
16. 22.7%
PwC Saratoga 2011/2012 US Human Capital Effectiveness Report
Onboarding 2011, The Path to Productivity, Aberdeen Group
4%*
*With Onboarding Best Practices
1st Year New Hire Attrition
17. Key Onboarding Activities to Automate
0% 50% 100%
New Hire Clubs
First Day Assignment
Other
Mentor Programs
Buddy System
Plan a Lunch
Team Building
30-60-90 Day Performance…
Provisioning
Socialization
Employment Elig Verification
Orientation to Company Info
Benefits Enrollment
Mgmt Involvement
Forms Completion
Aberdeen
Bersin
Strategic Onboarding: Insight & Analysis, Bersin & Associates, March 2010, Aberdeen Onboarding 2010/2011
20. One Size Doesn’t Fit All
Vary Onboarding Process Based On:
•Role or Position or Job
•Doctors vs Nurse vs Staff
•Executive vs Staff
•Location
•Culture
•FT/PT/Temp Status
•New Hire vs. Transfer
21. General High Level
Recruiting Process Flow
Create Job
Opening
Collect Applicant
Data
Manage Applicants
• Screen Applicants
• Route Applicants
• Interview Applicants
Make Offers Hire Applicants
O
n
b
o
a
r
d
O
n
b
o
a
r
d
Onboard
For Any
Criteria
22.
23. Employee Onboarding
Demo
• The New Hire’s Experience
– California Hire – Nathan Executive
• Conditional: Executive, USA, CA, At-Will Agreement, California State Form
– Vermont Hire –Jared Staff
• Conditional: Staff, USA, VT, No At-Will Agreement, Vermont State Form
• The Role of the HR Administrator
– Visibility to All New Hires
– Everify, Background Checks, Wet Signatures
– Collaboration and Email Notifications
– Consoles and Reporting
– The Invitation Process
• The Role of Others in the Onboarding Process
24. In Lieu of Demo:
Smart Employee Onboarding
Example
35. Smart Personnel Action
Transactions
Electronic Record Retention and Audit Trail
Automated PeopleSoft Employee & Relevant Data Updates
Electronic Workflow Approval Routing
Online HR Personnel Request
Personnel Action
Forms
Manager Self-
Service
Any eForm
Requirements
36. Navigate to the ePAR Request Center screen:
Main Menu > Workforce Administration > ePAR Center > ePAR Request Center
ePAR Functional Overview
Example: Add a ePAR Hire
configurable
ePAR
42. Questions & Answers
Remember to complete a
session feedback form to be
entered to win an iPad mini
Plain white form
43. Contact Information
Doris Wong
CEO
Smart ERP Solutions, Inc.
E-mail: doris.w@smarterp.com
Phone: (925) 271-0200
Notas del editor
Simply stated, the benefits to going paperless are that it• Triples processing capacity (Gartner),• Increases productivity up to 50% (IDC),• Creates immediate access to decision-critical data (which is the realgoal), and• Reduces storage space cost by up to 80%.Compliance considerations: Sarbanes Oxley, HIPAA, SEC, Dept of Homeland Security (I9)
According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
According to PwC Saratoga, 2010 average 1st year retention rate = 77.3%. Means that over 20% of new hires leave within first yearAberdeen cites 96% retention rate for companies using best in class onboarding practices
Forms completion - automated to increase accuracy, completion rate and reduce time to process (both admin and employee)Mgmt involvement – provisioning, initial activity planning, team introductions; regularly scheduled 1:1 meetings, development planning, performance mgmt, ongoing coaching