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Introduction to New Functionality with the Oracle Upgrade

Introduction to New Functionality with the Oracle Upgrade. Learning Objectives.

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Introduction to New Functionality with the Oracle Upgrade

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  1. Introduction to New Functionality with the Oracle Upgrade

  2. Learning Objectives Participants will gain exposure to new forms and functionality in the Oracle R12 instance, including:     -Manager Self-Service     -Employee Self-Service     -Employee Benefits Self-Service     -Administrator Benefits Service Center

  3. Learning Objectives (cont’d) Participants will gain exposure to select form and function changes, including the following modules:     -Human Resources     -Accounts Payable/Payments     -Purchasing     -Supplier File     -Grants Management     -Accounts Receivable

  4. Learning Objectives (cont’d) Participants will: • Hear the benefits and added efficiencies of the additional self-service functionality and why campuses should promote use of this functionality by employees • Discuss workflow and worklists within the applicable modules listed above • See the high-level training plan and location of resources for all Oracle R12 modules

  5. Employee and Manager Self-Service & HR Module Changes

  6. Manager Self-Service • Currently 6 campuses participating in the initial rollout • University at Buffalo • Buffalo State • Sponsored Programs/System Admin • Oneonta • Cortland • Central Office

  7. Manager Self-Service • New Hire • Employees only (no fellows) • No multiple assignments (within or across different campus locations) • Existing Employee Changes • Assignment • Pay Rate

  8. Manager Self-Service • Advantages • Eliminate routing of paper forms • PI/Designee can directly input into system • Workflow will route new assignment or assignment change to necessary approvers • Once final approval obtained, information live in Oracle

  9. Manager Self-Service • Workflow Approval Process • We collected approval process flows from campuses • Currently working with technical team on the approval process and storing/maintaining of the campus approvers.

  10. Screenshots of Manager Self-Service

  11. Manager Self-Service Responsibility

  12. New Hire Basic Details

  13. New Hire Person Details

  14. New Hire Person Details

  15. New Hire Assignment Form

  16. New Hire Assignment Form

  17. New Hire Pay Action (Salary)

  18. New Hire Pay Action (Salary)

  19. New Hire Supervision

  20. New Hire Labor Schedule

  21. New Hire Labor Schedule

  22. New Hire Review

  23. New Hire Review and Submit

  24. Workflow Worklist Item E-mail Notification

  25. Approver Actions

  26. Employee Self-Service • “My Tax Forms” • Update federal tax withholdings within self-service application • View and print updated federal W-4 after input • Ability to view NYS IT-2104 (NYS withholding form), complete and print for submission to HR office

  27. Employee Self-Service • “My Pay Methods” • Set up new direct deposit information • Change amount deposited into existing bank account • Cancel existing direct deposit

  28. Demonstration of New Employee Self-Service Functionality

  29. Changes to HR Module

  30. NEW - Expanded FTE Field • Expanded to 4 decimal places • Existing assignments will not convert • Will help ensure rate is correct for employees with specific schedule (ex: 75 hrs in 80 hr biweekly period = .9375 FTE)

  31. NEW - Employee Category • New Employee Category Field on Assignment Screen • Administrative, Sponsored Programs or Agency

  32. NEW - Hourly Benefits Eligible Field • Hourly Benefits Eligible (Y/N) Necessary for Oracle Advanced Benefits (OAB)

  33. Oracle Advanced Benefits

  34. Oracle Advanced Benefits • “My Benefits” • Employee self-service benefits enrollment • New hires • Open Enrollment • Add dependents • Print confirmation statements of benefit elections

  35. Oracle Advanced Benefits • View current coverage • Designate/change life insurance beneficiaries • Begin/change optional retirement deductions

  36. Screenshots of New Employee Self Service Benefits Enrollment Functionality

  37. “My Benefits”

  38. Legal Disclaimer

  39. Dependents and Beneficiaries

  40. Benefits Enrollment

  41. Benefits Enrollment

  42. Benefits Enrollment

  43. Designate Dependents

  44. Designate Beneficiaries

  45. Benefits Confirmation Page

  46. Confirmation Statement

  47. Benefits Service Center • New Administrator Center for processing benefits transactions • Enrollment in benefits is life event driven • Simplification of benefits data entry • Streamlined administration of hourly benefits enrollment

  48. Benefits Service Center • Benefits enrollment is automated • Creates the infrastructure to comply with Health Care Reform requirements

  49. Screenshots of New Benefits Service Center

  50. Benefits Service Center Person Page

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