PeopleSoft Time and Labor 9.2 Overview and Roadmap Julie Alonso Principal Product Manager Lisa Chow Product Management Director PeopleSoft October 2, 2014 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 3 Program Agenda 1 v9.2 Themes 2 Highlights of 9.2 + Update Image 1-9 3 Time and Labor Demo 4 Time and Labor Mobile Applications 5 In Memory - Labor Rules and Monitoring (LRM) 6 Future Direction (Roadmap) 7 Q&A Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 4 Time and Labor 9.2 – Release Themes • Make Users More Productive • Make Application Simpler to Use • Include Customer driven enhancements Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 5 Time and Labor Highlights v9.2 General Release + Update Image #1-9  Workcenter − Pivot Grids − HR Notifications − Alerts  Dashboard  Mobile Apps  Time Reporting Enhancements Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 6 T&L WorkCenter • Increased usability and productivity by providing “T&L” all in one place • Streamlined user experience - configurable with role based pagelets • Interactive analytics using Pivot Grids (new PeopleTools Technology) • Nicely displayed “to do” work actions (approve time, exceptions) • Review and manage Alerts Power Users • Proactive communications and reminders (Announcements/ Notifications) Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 7 Time and Labor WorkCenter Manage WorkCenter Pages Tab Application Configure Pagelets Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 8 Time and Labor WorkCenter Interactive analytics using Pivot Grids Benefits •Interactive analytical grids and charts •Ability to ‘slice and filter’ data •PeopleTools functionality that transforms a PS Query into an Excel-like pivot table or chart •“Take Action” directly from drill down Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Delivered Pivot Grids − Timesheet by Status − Attendance Violations − Payable Time Trend − Time Categories Comparison − Labor Cost − Payable Time by Status − Schedule Deviation − Absence Types – Absence Management − Absence Types – Benefits Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HR Notification Benefits •Create on-the-fly or recurring email notification •Announcements pagelet available on the Home Page T&L WorkCenter •Enable role-based security for Recipient Type •Provide an option to add a link to a PeopleSoft component or URL •Provide an option for file attachment Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 11 Alerts Benefits •Configurable Framework •Allows Company Policy to define thresholds/limits •Assist Managers to track OT limits •Helps track Time Data Verification Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 12 T&L Dashboard One-stop-shop workspace for managers • Intended for the ‘casual user’ Casual Users • Assist managers in controlling labor cost and min. compliance risk • Improve workforce productivity • Real-time monitoring alerts, enable user to take immediate action Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 13 T&L Dashboard Benefits •Configurable pagelets •Approvals: Reported Time, Payable Time, Absence Requests, Overtime Requests •T&L Quick Links •Analytics: Payable Time, Schedule Deviation Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 14 Time and Labor WorkCenter and Dashboard Demo Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 15 Time & Labor Mobile Intuitive User Experience on Multiple Devices • Access to PeopleSoft T&L from anywhere via mobile device • T&L Mobile works on all common mobile devices • Improve workforce productivity • Role based security • Support employees and managers performing time capturing and management tasks Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 16 Mobile Time Entry - Employee Benefits •Report Time: Punch, Elapsed, Leave/Comp Time •View Time: Reported Time, Payable Time, Base Benefits Leave & Compensatory Time •Set User Preferences Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 17 Payable Time and Leave Balances Ability to view balances on mobile device Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted Mobile Time Entry - Manager Benefits •Manage Exceptions •Request: Employee Absences •View: Employee Absence Requests, Employee Absence and Compensatory Leave Balances, Employee Reporting Locations Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 19 Reporting Locations Identify employee reporting location Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 20 In-Memory Labor Rules and Monitoring (LRM) • Accelerate business processes • Execute real time rules • Scale and reduce costs • Model and deploy natural language based rules • Leverage OPA integration with PeopleSoft Time and Labor • Use Overtime pre-delivered rules Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 21 PeopleSoft In-Memory Labor Rules and Monitoring Manage Workforce Cost Allows You To....  Quickly generate and model pay rules using natural language rules  Make decisions that reduce labor costs and optimize utilization  Analyze timekeeping data in real-time  Assess workforce performance against expectations  Determine root causes of missed workforce expectations Manage Better, Save More Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 22 OPA– Oracle Policy Automation Benefits •Delivered and Supported Overtime Rules: Daily Overtime, Weekly Overtime, Consecutive Day Overtime, Double Time •Natural Language Modeling •Temporal Reasoning •Regression Testing and WhatIf Analysis Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 23 Time & Labor Enhancements Highlight of v9.2 Enhancements • • • • • • • • • • • • • Employee Timesheet ‘Certification’ Statement Ability to allow ‘others’ to submit time for employee Generate payable time/exceptions at Timesheet submit Additional Configuration on Time Reporting Template Ability to configure timesheet link (rapid or elapsed display) Ability to configure the order of the TRC display in timesheet TRC Program – Secured by Roles Display Last Name, First Name on T&L pages Timesheet Lockdown TL Workcenter TL Dashboard Delivered Alerts Labor Rules and Monitoring Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | What’s Next for PeopleSoft Time and Labor? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 25 Roadmap Highlights for Time and Labor What’s Next Expanded Dashboard Functionality •Employee Presence monitor •Updated Schedule Deviation Analytic •Related actions directly from the analytics OPA Rules Expansion •New delivered rules for Holiday & Shift Diff, etc. •Parameterize Overtime rules Expanded Time and Labor Functionality •Timesheet Enhancements •Time Reporter Auto-Enrollment •AWE Improved Performance •Additional Self-Service •Affordable Care Act (ACA) Analytics •DCAA Enhancements •‘Mobile’ Worker Enhancements Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Questions and Answers Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Get Connected and Stay Informed Key PeopleSoft Information Sources PeopleSoft Information Portal PeopleSoft YouTube Channel Social Media @PeopleSoft_Info Oracle PeopleSoft Page Oracle PeopleSoft Development Group Blogs Click Images For More Information Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 28