Delivered to members of the Quest User Group this presentation includes identification of the value and business drivers of automating employee onboarding processes as well as some of the benefits of an holistic PeopleSoft approach towards providing onboarding activities, such as standard government and organization-unique electronic forms, integration with the Department of Homeland Security, employee and company policies, surveys and offboarding. Employee onboarding processes for PeopleSoft can have many facets from automating the transition from candidate in your applicant tracking system to new employee within PeopleSoft HR; to conducting background checks; completion of standard and non-standard forms; E-Verify; and even benefits enrollment, surveys and periodic employee communications. Many approach automating PeopleSoft employee onboarding processes in a piecemeal fashion with perhaps one solution for E-Verify, another for electronic forms, and yet another system altogether to orchestrate your actual onboarding business process (including step-by-step guided navigation). Others may even attempt to address these needs by developing one-time solutions with consulting services resulting in costly/difficult to maintain customizations that don’t meet all required onboarding needs. This session focuses on the benefits of addressing employee onboarding automation needs from a PeopleSoft-based holistic perspective leveraging your PeopleSoft architecture, infrastructure, users, roles, integration features, and including, but not limited to, orchestration of the entire employee lifecycle from onboarding to offboarding and many facets in between.

1. PeopleSoft Employee Onboarding:
An Holistic PeopleSoft Approach
Doris Wong, CEO, Smart ERP Solutions, Inc.
June 20, 2013
HCM Learning Series

2. Agenda
• Presenter Background
– Smart ERP Solutions, Inc.
• Automating PeopleSoft Employee Onboarding
– Business Value
– Benefits of an Holistic PeopleSoft Approach
• PeopleSoft Automated Employee Onboarding
– Sample Features
• Q and A

3. About Smart ERP
Solutions, Inc.

4. • 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
About SmartERP:
Human Capital
Management
Financials and
Supply Chain
Campus
Solutions
Innovative Solutions & Services for PeopleSoft
Common – Critical – Complementary

5. Still Using Paper and Manual
Processes?
Poor User Experience
Time Consuming

6. Replace with Electronic Forms and Automated
Business Processes
Streamlined, online process Online Admin Tools, Status Reports
Online forms, eSignature Reduced Admin Time & Effort

7. Onboarding Best Practices
& Automation

8. 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

9. New Hires
Often Feel
New Hires
Should Feel

10. News Travels Fast – Bad News Travels
Faster
Well, here ready to start my 1st day back in the
workforce and my boss is late. Thank God for my
old trusty iPhone to entertain me.
Really just an all around great 1st day at my new
gig w/ 3M. I’m excited to see how this all turns out!
Twitter Posts – July 2012

11. 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

12. 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

13. 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

14. 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

15. Key Onboarding Activities to Automate
0% 20% 40% 60% 80% 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

16. Onboarding KPIs
Best Practices in Onboarding a Multigenerational Workforce, Bersin & Associates, October 2009

17. Impact of Onboarding
17%
-1%
30%
18%
39%
3%
48%
35%
82%
18%
75%
62%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Meeting Perf Goals Improved Hiring
Mgr Sat
% of Org Goals
Achieved
% of New Hires
Highly Engaged
Laggard Industry Avg Best in Class
Onboarding 2011, The Path to Productivity, Aberdeen Group

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

19. Business Value of
Automating Employee
Onboarding

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

21. Opportunities for Automating Employee
Onboarding—the complete lifecycle
Onboarding
• Standard forms (I-9, W-2, State Forms)
• E-Verify; Background Check; Medical Examination
• Employee Handbook; Health & Safety Policy; Confidentiality Agreement
• Benefits Brochures; Enrollment
• Employee Badge; Parking Pass
• Company Plans (Education Reimbursement, Commuting Reimbursement,
Dependent Care)
• Campus Map
Annual Performance Reviews
Open Enrollment
Certifications
Employee Surveys & Corporate Communications
Offboarding

22. Benefits of an Holistic
PeopleSoft Approach

23. PeopleSoft
I-9;
E-Verify
Electronic
Forms;
Electronic
Signature
Background
Check
Medical
Examination
Employee
Handbook;
Policies;
Agreements
Employee
Badge;
Parking Pass
Annual
Certifications;
Corporate
Communications
Offboarding;
Exit Survey
Each 3rd Party Solution Requires a
Separate Integration to PeopleSoft

24. PeopleSoft
I-9;
E-Verify
Electronic
Forms;
Electronic
Signature
Background
Check
Medical
Examination
Employee
Handbook;
Policies;
Agreements
Employee
Badge;
Parking Pass
Annual
Certifications;
Corporate
Communications
Offboarding;
Exit Survey
A holistic PeopleSoft-based approach eliminates and simplifies 3rd
party integrations, incorporating common onboarding/offboarding
features directly into PeopleSoft
Smart Employee Onboarding™

25. PeopleSoft Automated
Employee Onboarding

26. 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

27. 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

28. 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

29. Automated
Employee Onboarding
Example

30. Intuitive, User-Friendly Process

31. Integration with ATS - Data

32. Broad Task Management Support
Company Property Company Property

33. Configurable and Criteria Based

34. Automated Forms Management

35. Auto-Populated Forms

36. Auto-Populated Forms

37. Online Document Presentation &
Delivery Options

38. Online Document Presentation &
Delivery Options

39. Online Document Presentation &
Delivery Options

40. Online Survey Tools Anywhere

41. 3rd Party Integration Example – E-Verify

42. 3rd Party Integration Example – E-Verify

43. 3rd Party Integration Example – E-Verify

44. Administrative Support & Analytics

45. Q & A

46. For more information visit smarterp.com
Copyright © 2013 Smart ERP Solutions, Inc.