Presentation from Alliance 12 Conference by SmartERP covering a solution eliminating paper from PeopleSoft HR processes. Includes electronic forms for employee onboarding, personnel action forms and personnel evaluations.

1. Paperless PeopleSoft
HR Processes
Session #30769
March 20, 2012

2. Presenters
• Doris Wong, Chief Executive Officer
– Former Group VP and General Manager for
Oracle’s PeopleSoft product line
– 25+ years technical, product development &
business experience in software industry
– 17 years PeopleSoft veteran
• Ramesh Panchagnula, President
– President and Co-Founder
– Former Oracle/PeopleSoft
Functional and Technical Architect
– 14+ years working with PeopleSoft

3. Agenda/Contents
• About SmartERP
• The Challenge
• Paperless PeopleSoft HR Processes
– Onboarding New Hire Paper
– Personnel Actions
– Performance Evaluations
– HR Correction Requests
• Q&A

4. About SmartERP
• Provider of pre-packaged, release-independent
PeopleSoft solutions:
– Extend PeopleSoft functionality and improve ROI
– Highly configurable – tailored to YOUR business requirements
– Architected and designed “add-on” solutions
– Minimal upgrade impact
– No customizations
– Leverage existing PeopleSoft features
– Seamless integration with PeopleSoft applications
– Lower total cost of ownership
• Rapid implementation & deployment
• Deep PeopleSoft product knowledge and experience

5. Outdated Business Processes?
Poor User Experience
Time Consuming

6. Smart Business Processes
Online Admin Tools, Status Reports
Streamlined, online process
Online forms, eSignature Reduced Admin Time & Effort

7. Opportunities for HR Paper Replacement
with Electronic Forms
Onboarding and Offboarding Forms
Personnel Action Requests
• Hire / Rehire
• Separation
• Job changes
• Interdepartmental Transfers
• Retroactive Pay Adjustments
• Compensation Changes
Annual Performance Reviews
Open Enrollment
Recertifications

8. Use Case 1:
Onboarding New Hires Paper

9. What are Your Onboarding Forms?

10. What are Your Onboarding Policies?

11. Smart Electronic Forms
Reducing Paper and Manual Forms – At Will Agreement
The Paper
Form

12. Smart Electronic Forms
Reducing Paper and Manual Forms – At Will Agreement
Online
Electronic
Form with
Electronic
Signature

13. Smart Electronic Forms
Reducing Paper and Manual Forms – At Will Agreement
Online Form and
PDF Copy
with Electronic
Signature

14. Smart Electronic Forms
Reducing Paper and Manual Forms – Consumer Report Disclosure
The Paper
Form

15. Smart Electronic Forms
Reducing Paper and Manual Forms – Consumer Report Disclosure
Online Form
with
Data Entry

16. Smart Electronic Forms
Reducing Paper and Manual Forms – Consumer Report Disclosure
With Electronic
Signature

17. Smart Electronic Forms
Reducing Paper and Manual Forms – Consumer Report Disclosure
PDF Form with
Data Entry and
Electronic
Signature

18. Use Case 2:
Personnel Actions Form

19. Electronic Forms Replace Paper

20. Smart Personnel Actions Request
Personnel Action External Form Manager
Forms Source Self- Service
Electronic Smart Personnel Configurable to
Actions Request Your Needs
Electronic Routing of Workflow Approval Rules Based,
Configurable
Automatic Updating of Employee Information in PeopleSoft
Electronic Record Retention and Audit Trail

21. SmartERP VideosSolution VideosPAFsIDCCHANGE.mp4
SmartERP VideosSolution VideosPAFsDATACJC.mp4
SmartERP VideosSolution VideosPAFsRETROACTIVE.mp4

22. Use Case 3:
HR Correction Requests

33. Use Case 4:
Performance Evaluations
D:TeacherAppraisal.mp4

34. Performance Evaluations
• Paper Evaluation Form Filled in by Appraisers
and Paper turned into Central Office for
ePerformance.
– Paper Replaced by Simplified User Interface
Electronic Performance Evaluation
– Configurable and Tailored to Your
Performance Evaluations Requirements
– Integrated with ePerformance Module or
Independent of ePerformance

35. D:TeacherAppraisal.mp4
SmartERP VideosSolution VideosAppraisal formSmartERP Appraisal.mp4

36. Questions?

37. Additional Information
Live Demos
• Exhibit Hall – Booth #618
Contact Us:
• Doris Wong, CEO – doris.w@smarterp.com
• Ramesh Panchagnula – ramesh.p@smarterp.com

38. This presentation and all
Alliance 2012 presentations
are available for download
from the Conference site at
www. heug.org
www.psugonline.org
www.federalusersnetwork.com
Presentations from previous meetings are also available