1. Doris Wong, CEO, Smart ERP
Solutions, Inc.
Automating
PeopleSoft HR
Processes: It's About
Getting Better Not
Just Faster

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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

4. About Smart ERP Solutions

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

9. Reduce
Operating Costs
Increase
Productivity
Improve Data
Security
Higher Quality
Data
Reduce Admin
Time
Better Service
Levels
Ensure
Compliance
Environmentally
Sound
Value of Automating Any
HR Business Processes

10. Getting Better & Faster:
Onboarding Best Practices
& Automation

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

12. New Hires
Often Feel
New Hires
Should Feel

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

18. Who to Onboard
New
Hires
Temporary
Employees Consultants
Internal
Transfers
M&A
Employees

19. Smart Onboarding
Configurable
Criteria-based
Processes
Automated
Forms
Management
Task
Management
Socialization
Tools
Administrative
Support
Delivered
Onboarding
Metrics
Integration with
Applicant
Tracking
System
Delivered PS
HCM Integration

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

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

25. Intuitive, User-Friendly
Process

26. Integration with ATS - Data

27. Broad Task
Management Support
Company Property Company Property

28. Configurable and
Criteria Based

29. Automated FormsManagement

30. Online Survey Tools

31. Administrative Support
& Analytics

32. Getting Better and Faster:
Automated
Personnel Action Requests

33. Benefits of Automated
Personnel Transactions
• Simplified & Streamlined
Process
• Contemporary User Interface
• Configurable, Rules-Based
• Automated Routing
• Online Approval Tracking
• Electronic Audit Trail
• Automatic Updating of HR
• Electronic Records Retention
• Low Cost of Ownership
• Removes Paper, External Sources
& Manual Processes

34. Electronic Request Replaces
Excel File, Paper or
Other Request Options

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

37. EXAMPLE: EPAR OVERVIEW

38. EPAR OVERVIEW – CREATE AN EPAR

39. EPAR OVERVIEW – CREATE AN EPAR

40. EPAR OVERVIEW - CREATE AN EPAR

41. EPAR OVERVIEW –
SUBMIT FOR WORKFLOW APPROVAL
4
configurable

42. Questions & Answers
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43. Contact Information
 Doris Wong
 CEO
 Smart ERP Solutions, Inc.
 E-mail: doris.w@smarterp.com
 Phone: (925) 271-0200