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When Customizations are a Good Thing

When Customizations are a Good Thing. Carmen Mazza – Manager of HRIS & Payroll Securian Financial Group Session #102870. Agenda . About Securian Financial Group Review Custom Staffing Mgr self-service Request Job Opening Report Contingent Worker View Contingent Worker Objectives

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When Customizations are a Good Thing

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  1. When Customizations are a Good Thing Carmen Mazza – Manager of HRIS & Payroll Securian Financial Group Session #102870

  2. Agenda  • About Securian Financial Group • Review Custom Staffing Mgr self-service • Request Job Opening • Report Contingent Worker • View Contingent Worker • Objectives • Demonstration • The Results

  3. Securian Financial Group is… • Subsidiary of Minnesota Mutual Companies • Founded in 1880 in St. Paul, MN • Provides Financial Services including • $343 billion of life insurance in force • Group life, retirement and 401k plan provider

  4. Securian’s Environment • Implemented PeopleSoft in 1998 • PeopleSoft release 9.1, PeopleTools: 8.50 • HR, NA Payroll, Base Benefits & Ben Admin • Employee self-service - eBenefits, eProfile, ePay • Manager self-service (custom) • Talent Acquisition Manager and Candidate Gateway • Employees on Payroll: 3,700 • Moderate customizations

  5. Request Job Opening

  6. Prior State

  7. Automation Objectives • Eliminate manual forms and routing • Simplify information for Managers • Build within the PeopleSoft Manager Self-Service • Reduce approval time & errors • Create a consistent approval process (using AWE – not part of this presentation)

  8. Delivered Create Job Opening

  9. vs. Custom Job Opening Request

  10. Our Process Overview Replacements to HR Admin Manager creates JO Request Staff Additions to Comp Admin HR Admin creates Job Opening AWE creates/ routes to approval path Temporaries to Temp Staffing Admin Mgmt approves Recruiter notified of approved JO

  11. Demonstration

  12. The Results • Managers embrace the new Job Opening Request • The attachment function was added after initial rollout as managers and Compensation wanted • Guided process and less confusion for manager • Shortcoming – JO requests manually created by Admin

  13. Report and View Contingent Workers

  14. Automation Objectives • Create a single source of Employees and Non-employees for data feeds • Information Security for provisioning and access rights • Get information for follow-up • Make it simple • Build within the PeopleSoft Manager Self-Service

  15. Our Process Overview Manager reports CW HR Admin creates CW Personal and Job data Workflow to interested parties CW Data included in appropriate data feeds

  16. Demonstration

  17. The Results • We require all CW be reported to and tracked by HR • CW are incorporated in appropriate data loaded to IIQ/Active Directory • Managers can see and manage CW • Follow-up process in place

  18. Conclusion • Currently no link from custom Job Opening or Contingent Worker process to PS admin pages • Will look at using 9.2 tools for further enhancements • 110 project hours well spent!

  19. Questions?

  20. Save the Date APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest

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