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Implementing PeopleSoft - Global Strategy

Implementing PeopleSoft - Global Strategy. Oracle Open World 2013. September 26, 2013. * Please ensure you have updated your footer information. STEPS From the ribbon select ‘View’ tab and click on ‘Slide Master’ In slide master view – ensure you select the very first page

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Implementing PeopleSoft - Global Strategy

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  1. Implementing PeopleSoft - Global Strategy Oracle Open World 2013 • September 26, 2013

  2. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) agenda • Implementing PeopleSoft Global – Best Approach • Advantages of being Global • Features & Functions of PeopleSoft application • Language Translation Strategy • Security Strategy • Reporting Strategy • Go Live and Support • Implementation Considerations - Samples

  3. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button Implementing PeopleSoft Global – The best approach • Functional Resource Perspective. • Organizational Change Management - Before, During and After the implementation. • Implementing PeopleSoft HCM Global Applications enables the standardization of HR processes and best practices. (Compensation practices, Payroll and Benefit Vendors Consolidation) • Only customize to accommodate local country regulatory requirements; therefore ensuring the global strategy is not disturbed

  4. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button Advantages of being Global • Ease off reporting which allows leadership to make quicker decisions. • Provide global view of the workforce. • Avoid disconnect across borders and Integrate business across borders.

  5. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button Features and Functions of PeopleSoft • PeopleSoft delivers special features designed to support local regulatory requirements. • Certain Global Payroll functionality can be utilized without purchasing specific country extension. • Global Assignments – Expatriate (Pay by Home) vsInpatriate (Pay by Host), Job Indicator = Primary vs Secondary, Home vs Host.

  6. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button Features and Functions of PeopleSoft • Core HR Flags

  7. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Language Translation Strategy

  8. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Language Translation Strategy Language Groups Group A Group B Group C • Delivered Language Pack can be applied • Delivered Translations • Custom Translations • Delivered Language Pack can be applied • Delivered Translations • Out of Scope • No Translations

  9. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) PeopleSoft Security Strategy The combination of Page (Role Level) + Data (Row Level) = User Security Page (Role Level) “What” What Pages can be seen Combine WHAT + WHO DATA (Row Level) “WHO” Which Employees/Persons USER SECURITY

  10. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) PeopleSoft Security Strategy Example: Role-based and data access • Employees: • What = Employee Self-Service (ESS) • Who = Self only • Managers: • What = Manager Self Service (MSS) • Who = Direct reports only • Core HR: • What = HR-specific • Who = All employees • Managers are also Employees • HR staff are also Employees • HR staff also can be Managers Employees Managers Core HR Note: Security is incremental and cumulative. A user profile gains access to everything from all of its roles combined – the more roles, the more access.

  11. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) PeopleSoft Security Strategy Security Matrix

  12. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) PeopleSoft Security Strategy

  13. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) PeopleSoft Security Strategy • PeopleSoft uses the role-based approach to categorize types of users into groups for assigning security. • Unique specialized functional (page access) security roles typically exist specifically for a country (or group of countries) for Core HR, Payroll, Compensation, Benefits and Finance categories. • Data privacy requirements often vary by country, resulting in the need for country-specific row-level (data) roles. Make through data transfer rules between cross borders are discussed and approved. • Common examples of row-level security options include access to data for a specified country or region • None = No employee data allowed. These users are typically self-service users with no other system responsibilities. • All = All employees and persons of interest (non-employees) • All, no Executives = same as above, excluding Executives • All, no Executives and no HR = same as “All, no Executives”, excluding HR peers • Regional specific requirements. • These roles are generally assigned to active users by an automated daily process driven by business rules.

  14. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) PeopleSoft reporting Strategy • Collect Top 20 reports from the company’s leadership like • Headcount Report by different criteria • Starters and Leavers within a defined period • Changes to pay and/or grade within a given period • Promotions/Changes of job/transfers within given period • Sickness Absence (or other absence) report for given period • “Total Cash” Report by employee (Basic salary plus and fixed additions such as supplements) for specified period • Bonus Report for specified period (i.e. name, designation, title etc with basic salary and bonuses earned/paid in given year) • Analyze the PeopleSoft country specific reports and share sample reports with business users to see if they can make use of them. • Create reports for the remaining requests.

  15. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Support After Go-Live • Have regional support team built who can be regional based and can be available for the business all the time in their local time zone. • Have a ticketing system implemented and trained. For the first 30 days can have first level support available to triage tickets during the individual country’s working hours • Have daily calls to see where you stand in the number of issues. • Schedule multiple frequent calls during the first 90 days period of time as it is the Stabilizing time and have the first level support available to help the business during the first few months. • Slowly transition and build the ongoing maintenance and production support team both on the functional, technical and leadership teams.

  16. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Implementation Considerations by Modules • Configuration (Company, Paygroup, Action, Ben plans) and Conversion (Job and Personal data) Considerations • Base Benefit Considerations (Extended Ben Plan) • Payroll Interface Considerations (Cost Involved) • ePerformance, Career and Succession planning Considerations (Cultural and compliance differences) • Profile Management Considerations (Med Appointments, Military Age, Med Degree, 2nd Job outside) • Compensation Considerations (Target Bonus Versus Actual Bonuses)

  17. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Implementation Considerations – Contd. • Account for local HR compliance differences below are a few: • EMEA - companies must adhere to PIPEDA (Personal Information Protection & Electronic Documents Act) and it Is advisable to get Safe-Harbor certified. • France – The system should be delivered in French language • Some countries are legally required to pay employees based on 13 or 14 months. • France - companies are required to invest a minimum of 1% of payroll in training. France also doesn’t want system users to see religious affiliation. • Hong Kong - spouse identity cards must be tracked for tax reporting and payroll • India – the Employment Exchanges Act requires specific notification periods on job vacancies.

  18. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Implementation Considerations – Contd. • The ability to “hide” data fields that are not relevant or appropriate from a cultural sensitivity or compliance standpoint; e.g. Manager cannot know the employee’s personal email, phone, address etc. • Agree to common definitions for certain functionality in PS, for example; Per_Org, Empl_class, allowances, expenses, earnings, deductions, compensation and benefits. • Name’s prefix and Suffixes - Lord, Lady, Sir etc.

  19. DIVIDER OPTION 2 • Use this option if you want to use an image • You can either replicate the image from the front cover or you can insert an alternative image • To add an image, click on the picture placeholder icon • Windows Explorer will open, find your required image and click ‘Insert’. • When cover image inserted, right-click in the grey area directly below this text box and select ‘Reset slide’ Q & A • Thank you for your time – marcia.blandford@cbre.com

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