Solano County provides their case study automating PeopleSoft HR Forms, eliminating the use of paper Personnel Action Forms (PAF) with Smart PAF from Oracle Platinum partner Smart ERP Solutions. Tremendous efficiencies gained, with hundreds of action/reasons employed pre-integrated into their PeopleSoft HR application.

1. Solano County Case Study:
Automating PeopleSoft HR Forms
Solano County: Donna Caldwell, Human Resources Operations Manager
SmartERP: Doris Wong, CEO
September 28, 2011
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
Donna Caldwell
Human Resources Operations Manager,
County of Solano, CA
Over 14 Years with Solano County
13 years experience with PeopleSoft
Doris Wong
CEO, Smart ERP Solutions, Inc.
Former Oracle Group VP and GM for
PeopleSoft Enterprise
Over 16 Years Experience with PeopleSoft

3. Agenda
• Solano County Background
– Previous Manual Process for HR Forms
• Requirements for Automation
• Solution Summary
• Demo
• Summary and Q & A
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.

4. Solano County
Background
Donna Caldwell
HR Operations Manager
Solano County

5. Solano County
Facts & Figures
County Seat: Fairfield Size: 906 sq. miles
County Population: 414,509 Largest City: Vallejo, pop. 116,508
PEOPLESOFT ENVIRONMENT
Version: HCM 8.8
Database: Oracle
Number of Administrative Users: 150
Employees: 2500
MODULES
Base Benefits; Benefits Administration;
Employee Self-Service; Manager Self-Service;
Human Resources; NA Payroll; Time and Labor;
Payroll Interface; Position Management

6. Previous HR Form (Personnel Action Form)

7. Previous HR Form (Personnel Action Form)
(continued)

8. Previous Manual Process for HR Forms
Paper
Manually PAF
fill out paper
PAF
Dept Paper
Approver 1 PAF
signature
Dept Paper
Approver N PAF
signature
Manual processing
within HR;
Manual entry into
PeopleSoft

9. Requirements for
Automation

10. Requirements for Automation
Solano County
• Reduce Paper and Manual Processes
– Bring paper PAFs online
– Automate workflow approvals
• Transaction Visibility
– Predictable routing
– Track PAF status at any time
– Electronic notifications
• Improved Efficiency and Accuracy
– Eliminate duplicate data entry, reduce errors
• Improved Effectiveness
– Reduce cycle time (currently avg. 7 days), minimize
retroactive changes

11. Solution Summary

12. Solution Summary
Automated HR Forms at Solano County
• County issued RFP for a bolt-on software solution for
PeopleSoft HRMS
– Electronic PAF
– Automated Workflow approvals
• Smart PAF™ from Oracle partner Smart ERP
Solutions, Inc. selected from the competitive bid

13. Solution Overview
Smart PAF at Solano County
• Online PAFs dramatically reduce paper consumption
– Tailored to meet Solano County-specific HR processes and
business rules
• PAF processes are automated and streamlined
– PAFs pre-populated with employee’s real-time data from
PeopleSoft
– From the initial data entry to the automated approvals and
updating of PeopleSoft job data
• Transactions are easily tracked providing enhanced
visibility and accountability
• Improved effectiveness has dramatically reduced cycle
times

14. Solution Overview
Smart PAF at Solano County (cont’d)
• The online PAF automates hundreds of actions/reasons
• 50 payroll clerks across all 27 County departments
benefit from the newly introduced efficiencies
“SmartERP has been incredibly responsive in meeting our needs to
automate HR processes with electronic personnel action forms . . .”
Donna Caldwell, HR Operations Manager
Solano County

15. DEMO
Automated PAF at
Solano County
(Smart PAF™)

16. DEMO –Job Code Correction PAF
Demo Scenario: Solano County Job Code Correction
• Job Code Correction required for County employee “Mickey Mouse”
• An online PAF is submitted by the initiating Department and
electronically routed through numerous approvals
• Upon final approval within HR, the correction to the Job Code is
automatically made to the employee’s info within PeopleSoft
<< CLICK here to start Job Code Correction - Smart PAF Demo >>

17. DEMO – Retro Comp Chg PAF Demo
Demo Scenario: Solano County Retroactive Comp Change
• A retroactive change in compensation is required for County employee
“Mickey Mouse”
• An online PAF is submitted by the initiating Department and
electronically routed through numerous approvals
• Upon final approval within HR, new rows are automatically added to
PeopleSoft to make the retroactive change
<< CLICK here to start Retro Comp Change - Smart PAF Demo >>

18. Summary
Doris Wong
CEO
Smart ERP Solutions

19. Summary
• Solano County is achieving significant
efficiencies through automation
– Elimination of paper PAFs
– Automating and streamlining workflow approvals
• Automating PAFs is a key area for
efficiency gains for organizations still
using paper HR forms for PeopleSoft

20. About 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.

21. Q&A
To ask a question please use the GoToWebinar 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 Webinar Replays: smarterp.com/webinars
View Solution Previews: smarterp.com/previews
Copyright © 2011 Smart ERP Solutions, Inc.

22. Join us at Oracle OpenWorld
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October 2-6
San Francisco, CA
See SmartERP, at the industry’s biggest event for
Oracle/PeopleSoft customers (booth 3112 Moscone West)
Visit
www.oracle.com/openworld
for more information and to register.

23. Join us at Quest Midwest
Featuring LINK
November 7-9
Rosemont, Illinois
Westin O’Hare Airport
60+ PeopleSoft education sessions and networking around Financials,
HCM, Tools & Technologies, Supply Chain, CRM, Business Intelligence,
Upgrades, Emerging Technologies, Fusion and other hot topics.
Visit
www.questdirect.org/conferences/
for more information and to register.
Registration rates as low as $295

24. Thank You
For more information visit: smarterp.com
View Webinar Replays: smarterp.com/webinars
View Solution Previews: smarterp.com/previews
Copyright © 2011 Smart ERP Solutions, Inc.