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PeopleSoft Employee
Onboarding with Style
(and no paper)
Session #31709
March 18, 2013
 Doris Wong
 Former Group VP and General Manager for Oracle’s
PeopleSoft product line
 25+ years technical, product development & business
experience in software industry
 17 years PeopleSoft veteran
 Colleen Neymeyer
 Former HR Manager; over 20 years Human Resources
experience
 15 years working with HR technology
 PeopleSoft HCM since version 3.0
 About SmartERP
 Onboarding Trends
 Best Practices
 Automated Onboarding
 Q & A
• 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
Onboarding Trends
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
New Hires
Often Feel
New Hires
Should Feel
News Travels Fast
Bad News Travels Faster
“Well, here ready to start my 1st day back in
the workforce and my boss is late. Thank God
for my old trusty iPhone to entertain me. “
“Really just an all around great 1st day at my
new gig w/ 3M. I’m excited to see how this all
turns out!”
Twitter Posts – July 2012
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
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
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
4%*
*With Onboarding Best Practices
1st Year New Hire Attrition
The Promise of Onboarding
Cut Recruiting
Costs
Speed Time to
Productivity
Improve
Retention
Improve Data
Quality
Reduce
Admin Time
Increase
Engagement
Stay
Compliant
Drive
Performance
Onboarding Best Practices
Orientation vs. Onboarding
Orientation
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
• Complete Forms • Policy Review • Limited Training
Onboarding
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
• Complete Forms • Policy Review • Limited Training• Employee Development
• Cultural Socialization • Ongoing Mentoring • Performance Mgmt
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
Onboarding - Strategic
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
Orientation - Tactical
0% 20% 40% 60% 80% 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
Key Onboarding Activities
Strategic Onboarding: Insight & Analysis, Bersin & Associates, March 2010, Aberdeen Onboarding
2010/2011
Forms Completion
Prior to First Day until complete
What
•New Hire
Data
•Payroll
•Benefits
•I9
•Company
specific
How
•Online
process
•Electronic
signatures
•Automated
notifications
Objectives
•Better
accuracy &
completion
rate
•Improved
compliance
•Audit trail
What
• Team Building
• Networking
• Mentors
• Buddies
• Scheduled
learning &
development
activities
• Social Networks
• Sr Mgmt
Connection
How
• Social Networks
• Online Learning
• Development
Plans
• Informal
Activities
Objectives
• Reinforce job
decision
• Develop KSAs
for Role
• Bond with Peers
• Learn informal
structure
• Understand org
language
• Retention
Socialization
Prior to First Day through 1st Year
What
• Configure
computer
• Set up email
• Order security
badge
• Obtain
network
access
• Order Business
Cards
How
• Automate as
part of
Onboarding
process
• Integrate to
other systems
Objectives
• Increase
Productivity
• Drive
satisfaction
Provisioning
Prior to First Day through 1st Year
What
• Assess skills
• Establish
development
goals
• Define
performance
goals
• Identify training
needs
• Assess progress
How
• Online skills
assessment
• Complete
performance
and
development
docs
• Enroll in learning
• Assign mentors
• Establish
development
activities
Objectives
• Shorter time to
productivity
• Clearly defined
expectations
• Provide timely
feedback
Development & Performance
First 6 – 12 months
Who to Onboard
New Hires
Temporary
Employees
Consultants
Internal
Transfers
M&A
Employees
Interns
Who Participates in Onboarding?
Manager
Peer New Hire
Direct
Reports
Peer
Human
Resources
One Size Doesn’t Fit All
Vary Onboarding Process Based
On:
•Role or Job
•Generation
•Location
•Culture
•FT/PT/Temp Status
•New Hire vs. Transfer
Onboarding KPIs
Best Practices in Onboarding a Multigenerational Workforce, Bersin & Associates,
New Hire Engagement
Assessing Onboarding
Effectiveness
New Hire Surveys
• Necessary Tools Available?
• Timely Paycheck?
• Benefits Enroll Process Clear?
• Initial Welcome?
• Management Coaching?
• Help Available When Needed?
Hiring Manager Surveys
• Necessary Information Shared?
• Onboarding Process Thorough?
• New Hire Performance Satisfactory?
Periodic Performance Reviews
Impact of Onboarding
17%
-1%
30%
18%
39%
3%
48%
35%
82%
18%
75%
62%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Meeting Perf
Goals
Improved
Hiring Mgr
Sat
% of Org
Goals
Achieved
% of New
Hires Highly
Engaged
Laggard Industry Avg Best in Class
Onboarding 2011, The Path to Productivity, Aberdeen Group
What to Look for in
an Automated
Onboarding System
Intuitive, User-Friendly Process
Integration with ATS - Data
Broad Task Management
Support
CompanyProperty CompanyProperty
Configurable and Criteria Based
Automated Forms Management
Online Survey Tools
Administrative Support & Analytics
“The will to win is not
nearly so important
as the will to prepare
to win.”
-Vince Lombardi
For more information on employee onboarding best
practices and automating your process, contact:
Telephone: 925/271-0200
Email: sales@smarterp.com
Stop by our Booth in
the Exhibit Hall for a
demo of our
Onboarding Solution
Q & A

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PeopleSoft Employee Onboarding with Style (and no paper)

  • 1. PeopleSoft Employee Onboarding with Style (and no paper) Session #31709 March 18, 2013
  • 2.  Doris Wong  Former Group VP and General Manager for Oracle’s PeopleSoft product line  25+ years technical, product development & business experience in software industry  17 years PeopleSoft veteran  Colleen Neymeyer  Former HR Manager; over 20 years Human Resources experience  15 years working with HR technology  PeopleSoft HCM since version 3.0
  • 3.  About SmartERP  Onboarding Trends  Best Practices  Automated Onboarding  Q & A • 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
  • 5. 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
  • 6. New Hires Often Feel New Hires Should Feel
  • 7. News Travels Fast Bad News Travels Faster “Well, here ready to start my 1st day back in the workforce and my boss is late. Thank God for my old trusty iPhone to entertain me. “ “Really just an all around great 1st day at my new gig w/ 3M. I’m excited to see how this all turns out!” Twitter Posts – July 2012
  • 8. 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
  • 9. 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
  • 10. 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 4%* *With Onboarding Best Practices 1st Year New Hire Attrition
  • 11. The Promise of Onboarding Cut Recruiting Costs Speed Time to Productivity Improve Retention Improve Data Quality Reduce Admin Time Increase Engagement Stay Compliant Drive Performance
  • 14. Orientation Offer Accepted First Day Month 1 Month 3 Month 6 Month 9 Month 12 • Complete Forms • Policy Review • Limited Training
  • 15. Onboarding Offer Accepted First Day Month 1 Month 3 Month 6 Month 9 Month 12 • Complete Forms • Policy Review • Limited Training• Employee Development • Cultural Socialization • Ongoing Mentoring • Performance Mgmt
  • 16. Offer Accepted First Day Month 1 Month 3 Month 6 Month 9 Month 12 Onboarding - Strategic Offer Accepted First Day Month 1 Month 3 Month 6 Month 9 Month 12 Orientation - Tactical
  • 17. 0% 20% 40% 60% 80% 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 Key Onboarding Activities Strategic Onboarding: Insight & Analysis, Bersin & Associates, March 2010, Aberdeen Onboarding 2010/2011
  • 18. Forms Completion Prior to First Day until complete What •New Hire Data •Payroll •Benefits •I9 •Company specific How •Online process •Electronic signatures •Automated notifications Objectives •Better accuracy & completion rate •Improved compliance •Audit trail
  • 19. What • Team Building • Networking • Mentors • Buddies • Scheduled learning & development activities • Social Networks • Sr Mgmt Connection How • Social Networks • Online Learning • Development Plans • Informal Activities Objectives • Reinforce job decision • Develop KSAs for Role • Bond with Peers • Learn informal structure • Understand org language • Retention Socialization Prior to First Day through 1st Year
  • 20. What • Configure computer • Set up email • Order security badge • Obtain network access • Order Business Cards How • Automate as part of Onboarding process • Integrate to other systems Objectives • Increase Productivity • Drive satisfaction Provisioning Prior to First Day through 1st Year
  • 21. What • Assess skills • Establish development goals • Define performance goals • Identify training needs • Assess progress How • Online skills assessment • Complete performance and development docs • Enroll in learning • Assign mentors • Establish development activities Objectives • Shorter time to productivity • Clearly defined expectations • Provide timely feedback Development & Performance First 6 – 12 months
  • 22. Who to Onboard New Hires Temporary Employees Consultants Internal Transfers M&A Employees Interns
  • 23. Who Participates in Onboarding? Manager Peer New Hire Direct Reports Peer Human Resources
  • 24. One Size Doesn’t Fit All Vary Onboarding Process Based On: •Role or Job •Generation •Location •Culture •FT/PT/Temp Status •New Hire vs. Transfer
  • 25. Onboarding KPIs Best Practices in Onboarding a Multigenerational Workforce, Bersin & Associates, New Hire Engagement
  • 26. Assessing Onboarding Effectiveness New Hire Surveys • Necessary Tools Available? • Timely Paycheck? • Benefits Enroll Process Clear? • Initial Welcome? • Management Coaching? • Help Available When Needed? Hiring Manager Surveys • Necessary Information Shared? • Onboarding Process Thorough? • New Hire Performance Satisfactory? Periodic Performance Reviews
  • 27. Impact of Onboarding 17% -1% 30% 18% 39% 3% 48% 35% 82% 18% 75% 62% -10% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Meeting Perf Goals Improved Hiring Mgr Sat % of Org Goals Achieved % of New Hires Highly Engaged Laggard Industry Avg Best in Class Onboarding 2011, The Path to Productivity, Aberdeen Group
  • 28. What to Look for in an Automated Onboarding System
  • 36. “The will to win is not nearly so important as the will to prepare to win.” -Vince Lombardi
  • 37. For more information on employee onboarding best practices and automating your process, contact: Telephone: 925/271-0200 Email: sales@smarterp.com
  • 38. Stop by our Booth in the Exhibit Hall for a demo of our Onboarding Solution
  • 39. Q & A