Webinar presentation from Smart ERP Solutions highlighting add-on solutions to manage PeopleSoft Employee Onboarding and the Student Lifecycle.

1. Automating PeopleSoft Business
Processes:
Student Lifecycle & Onboarding
Doris Wong, CEO
Dan White, VP of Product Strategy
October 13th, 2010
Webinar Recordings available at smarterp.com/webinars
Our webinar will begin shortly. Please note all phone lines and computer microphones will
be placed on mute throughout the presentation. Please use the GoToWebinar QUESTION
feature to ask questions.

2. Welcome & Introductions
Doris Wong
CEO, Smart ERP Solutions, Inc.
Former Oracle Group VP and GM for PeopleSoft Enterprise
15 Years Experience with PeopleSoft
Dan White
VP, Product Strategy, Smart ERP Solutions, Inc.
Former Oracle/PeopleSoft Principal Functional Architect
12 Years Experience with PeopleSoft

3. Agenda
• About Smart ERP Solutions, Inc.
• Automating PeopleSoft Business Processes
– User Defined and Configurable Options
• Automating Student Lifecycle – Admissions,
Enrollment, Engagement Phases
• Automating Employee Onboarding
• Demo
– Student Lifecycle for Admissions, Enrollment, Engagement
Phases
– Employee Onboarding
• Summary and Q & A

4. About Smart ERP
Solutions, Inc.

5. Smart ERP Solutions, Inc.
Comprised of the best former developers, architects and
executives from PeopleSoft/Oracle
Providing cost-effective, robust and repeatable “Smart Solutions”
for PeopleSoft applications
Unique best practices and expertise in PeopleSoft strategic
planning, Smart implementation and upgrade services
KEY DIFFERENTIATOR−OUR SMARTADVANTAGE
Rather than assigning teams of consultants to projects we apply our
pre-built, proven solutions to efficiently address those efforts
common to any PeopleSoft project thus saving time, reducing
costs, minimizing risks and lowering total cost of ownership by
avoiding costly difficult-to-maintain customizations.

6. Automating PeopleSoft Business
Processes:
Student Lifecycle & Onboarding

7. Automating PeopleSoft Business Processes:
Student Lifecycle & Onboarding
• This session highlights a solution to readily
automate and streamline PeopleSoft business
processes for Employee Onboarding and for the
Student Lifecycle. The Employee Onboarding
solution automates and streamlines a variety of
business functions including Payroll, Benefits, IT,
Facilities and more, making employees productive
on day one. The Student Lifecycle solution can
automate the entire student lifecycle from
recruiting and admissions to student services and
alumni relations.

8. Automating Business Processes

9. Automating Business Processes
For PeopleSoft Applications
• Any Business Process Can Be Automated
– Student Lifecycle
• Entire Lifecycle or Selected Processes within Lifecycle
– Employee Onboarding
• Hiring Students
• Hiring Employees
– Offboarding
• Students
• Faculty
• Employees, Temps, Consultants
• What to Automate?
– User-Defined and Totally Configurable
– You Define the Process !

10. Configurable Options
• Activities within process are different for every
organization
– Defined and configured by YOU to represent your business
requirements and process
• Activities have different criteria and requirements
– Defined and configured by YOU to represent your business
– May have multiple tasks within an activity
– Criteria and Requirements
• Required or Optional
• Dependent or Independent
• Informational
• Requires Workflow Approval
• Requires Notification
• Requires Acknowledgement, Requires Certification
• Electronic Signature and Audit Trail
– Can be integrated to external systems (i.e.Other PSFT, 3rd Party)

11. Automation & Configurable Options
• Activities and Tasks Can be Anything
– Filling in Paper Forms
– Entering Data Using PeopleSoft Employee Self-
Service Transactions
– Any PeopleSoft Standard or Custom Page
– Electronic Form
– Any Media for Delivering Information or Forms
• Word, Excel, Powerpoint
• PDF, Visio, Video
• URL
• Other
– Any 3rd Party or External System

12. Example: What Are Your Organization’s
Onboarding Activities?
• Are you taking advantage of your
“Preboarding” period? Time between offer
acceptance and the first day of work
• What are your employee onboarding activities
today?
– Welcome Packet
– HR, Payroll, Compliance
– Benefits (Health, Dental, Life Insurance, 401K)
– Performance (Goals, Expectations)
– Training & Learning
– Facilities & Logistics (Badge, Office, Computer, Parking
Permit, Carpooling)

13. Employee Onboarding Example Scenario
Activities Tasks Media Requirement Dependency
Welcome Welcome Video Video Required Dependent for
Aboard Starting
Review Personal PSFT Optional Dependent
Information Employee SS Welcome Video
What to Expect on MS Word Required Dependent
Your Job Welcome Video
Required Enter I-9 Form PSFT Required Independent
Forms Employee SS after Welcome
(or Form) Aboard
Enter W-4 Form PSFT Required Independent
Employee SS after Welcome
(or Form) Aboard
New Employee Paper Required Independent
Form converted to after Welcome
Electronic Form Aboard
Direct Deposit PSFT Required Independent
Authorization Employee SS after Welcome
Aboard

14. Employee Onboarding Example Scenario
Activities Tasks Media Requirement Dependency
Policies & Access to Company PDF Required with Independent
Info Information Electronic Certification after Welcome
Information PDF Optional with Independent
Documents Electronic Acknowled. after Welcome
Employee Self- PDF Optional with Independent
Service Information Electronic Acknowled. after Welcome
Pay Dates PDF Optional with Independent
Electronic Acknowled. after Welcome
Statement of PDF Required with Independent
Collection and Use of Electronic Certification after Welcome
SSN
Rights and PDF Required with Independent
Responsibilities Electronic Certification after Welcome
under FMLA
Information Security PDF Required with Independent
Policy Electronic Certification after Welcome
HQ Campus Map PDF Optional with Independent
Electronic Acknowled. after Welcome

15. Employee Onboarding Example Scenario
Activities Tasks Media Requirement Dependency
Benefits Enroll in Benefits PSFT Required Independent
Employee SS after Welcome
Health Care PSFT Optional Dependent on
Summary Employee SS Enroll in Benefits
Dependent/Benefici PSFT Optional Dependent on
ary Coverage Employee SS Enroll in Benefits
Insurance Summary PSFT Optional Dependent on
Employee SS Enroll in Benefits
Savings Contribution PSFT Optional Dependent on
Summary Employee SS Enroll in Benefits
Learning Complete Ethics PSFT in ELM Required Independent
Training (Integration) after Welcome
Facilities Apply for a Parking Electronic form Optional with Dependent on
Permit Workflow Benefits
Apply For Business Electronic form Optional with Dependent on
Cards Workflow Benefits

16. Automating Student Lifecycle

17. Student Lifecycle
Prospect
Donor Applicant
Alumni Admissions
Automate
Enrollment &
Graduate
Engagement

18. Student Lifecycle
Admissions, Enrollment and Engagement
Pre-Enrollment Semester
• Admission and applications • Refund Drop/Add deadlines
• Personal information inputs • Swapping classes
• Third party access to student • Retroactive withdrawals
records • Billing and payments
• Service indicators
• Financial Aid application
Pre-Semester Semester-End
• Class planning tools • Grades
• Registration • Graduation
• Financial aid packaging • Grade point average calculation
• Non-degree registration • Degree applications
• Course time conflicts • Collections
• Financial Aid

19. Student Lifecycle
Admissions, Enrollment and Engagement

20. Student Lifecycle
Housing

21. Automating Employee
Onboarding

22. Recruit-to-Hire Business Process
Recruiting
Application
New Applicants to be Hired
External,
Student,
Faculty
0080 0081 0082 0083
Employee Onboarding Process

23. Key Objectives for Employee Onboarding
• To make new employees feel welcome and
comfortable in their new surroundings.
• To minimize the time before new employees
are productive members of their new
workgroup.
• To automate, standardize and streamline the
employee onboarding process
• Bottomline: Get new employees productive
and integrated into the culture as quickly as
possible

24. Employee Onboarding

25. Demo Scenarios
• Scenario 1 : Student Lifecycle
– Automating Admissions, Enrollment and Engagement
phases
• Scenario 2 : Employee Onboarding
– Automating the new hire process

26. Other Use Cases for
Smart Solutions

27. Other Use Cases for Smart Solutions
• Onboarding and Offboarding
Employees
Consultants, Temps
Students
Customers and Vendors
• Configure and Automate Any Business
Processes within YOUR Organization
Recruit-to-Hire
Procure-to-Pay

28. Summary

29. SmartERP: Our Solutions
Business Requirements Smart Solutions
Row level security on any data that requires limited or authorized access
Smart Security
Quick ChartField data entry to increase user productivity and data
accuracy
Smart Keys
Robust workflow approval capabilities across any business transaction or
documents across your Enterprise
Smart Workflow
Streamlined and easy-to-use data entry pages configured to meet your
specific business process requirements, incl. industry reqmts; Easily add
Smart Docs including
features anywhere such as Save as Draft, Copy from Templates, ERP Gadget
Attachments, Configurable Print, Collaborative Comments, Workflow, User
Help, Business Process View
Configuring and tailoring business processes to meet your organization’s
specific processes, including defining step-by-step actions for each
Smart Enterprise BPM
process and managing your users through your organizations specific
business process.
One-stop visibility into the full business process lifecycle of a transaction
Smart Lifecycle Viewer
Addressing additional compliance requirements not in standard
PeopleSoft: I9 Form, W-4 Form, 1042 Foreign National Requirements
Smart Compliance
Manageable solutions for complex integration needs
Smart Integration Packs
Other Common, Critical and Complementary business requirements
Tell us, we’ll build it!

30. Value Statement
Configurable and Seamlessly Integrated Business Process Automation
• Common Development Frameworks and Solutions
– Smart Docs
– Smart Workflow
– Smart Business Process Management
• Easily Configure and Tailor Any Activities Required for
YOUR Business Requirements and Process
• Implement Common and Consistent Capabilities Anywhere
– Save As, Copy, Workflow, Attachments, Collaboration, Printing, Extend
Data, User-Help, etc.
• Lower Total Cost of Ownership
– Seamless Integration
– Utilize Best Practices
– Maintenance and Upgrades
• Complete Projects Better, Faster and Cheaper !
– Leverage Frameworks for all PeopleSoft Business Process Projects

31. Q&A
To ask a question please use the GoToMeeting QUESTION feature (please note
all phone lines and computer microphones have been placed on mute).
If we can’t get to your question live we will respond to you directly via email
after the webinar.
For more information visit: smarterp.com
View Solution Previews: smarterp.com/previews
Copyright © 2010 Smart ERP Solutions, Inc.

32. Thank You
For more information visit: smarterp.com
View Solution Previews: smarterp.com/previews
Copyright © 2010 Smart ERP Solutions, Inc.