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University of Colorado. Session 1017/5420 Training for HR Go-Live - Planning Through Implementation (PS HRMS version 7.51). Presenter: Kaye Orten, Director, Change Management University of Colorado. University of Colorado Profile. Dedicated project team 1200 HR users 5 campuses

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university of colorado
University of Colorado
  • Session 1017/5420 Training for HR Go-Live - Planning Through Implementation (PS HRMS version 7.51)

Presenter:

Kaye Orten, Director, Change Management

University of Colorado

university of colorado profile
University of Colorado Profile
  • Dedicated project team
  • 1200 HR users
  • 5 campuses
  • Went live with Finance Version 7.0 public sector GL, AP, PO July 1, 1999
  • 80% of end users use both HR and Finance applications
profile page 2
Profile, page 2
  • Dedicated training team and training facilities
  • Citrix is used as front end to accommodate both MAC and PC users; also provides shadowing capability on the help desk
  • Used PeopleSoft EUT for HR training
agenda
Agenda
  • Prior to HR training
  • What we learned from Finance training the year before
  • Pre-training steps - HR
  • Formal classroom training
  • Other resources: labs, practice area
  • Go-live support
agenda page 2
Agenda, page 2
  • Training transition to campuses - letting go
  • Post go-live user communication
  • Changes incorporating user feedback
prior to hr training
Prior to HR training :
  • User inventory/needs assessment
  • Basic computer skills workshops
  • Managing imposed change workshops
  • PS tutorial on web site
  • Trained 1900 finance users
  • People were already familiar with infrastructure and PS navigation
what we learned from finance training
What we learned from Finance training
  • What we learned in Finance, we incorporated into Human Resources training
  • Engage users up front
  • Control the # of people being trained to those who really need it
  • Have the Service Center up front
what we learned page 2
What we learned, page 2
  • Customize the training data base as much as you can given the time you have
  • Use non-directed exercises - make people think
  • Provide step by step guides as part of the initial training material
pre training steps hr
Pre-training steps - HR:
  • Tried to minimize impact of security class and row level security problems by having every staff person test security prior to go-live. We didn’t test workflow as much as we should have.
  • HR is different than finance - it has to work from day 1, especially when you have a payroll deadline your first week
pre training steps page 2
Pre-training steps, page 2
  • Build confidence in your employees - answer the two key questions - Will I get paid ? Will the staff that I work with get paid ? Strategy : sample payroll advice
formal classroom training
Formal classroom training
  • Training goals: available on-going high quality user friendly
  • PS End-User Training - customized for many CU processes and panels in both EUT and online library
other resources
Other resources
  • Practice area available from desktop
  • HR implementation was delayed twice - we trained on original spring schedule. Took several steps to keep activities fresh in the interim
    • Sent out practice area exercises prior to go-live
    • Conducted a 1/2 day required refresher
go live support
Go-live support
  • Extensive go-live support centered in classrooms, around each payroll cycle, Maintained this level of support for 6 months to help off-load phone call volume from the PBS call center.
  • Call center (help desk) within the Payroll & Benefit Services Center had dedicated line for PS questions
training transition to campuses letting go
Training transition to campuses - letting go
  • Re-wrote training to work from the practice area. The practice area is defined as one of production-supported environments.
  • Carried new user training/support for 8 months and then transitioned this to the Payroll & Benefit Services Center.
post go live user communication
Post go-live user communication
  • Working groups in key areas
  • Open forums
  • Refresher training on request
  • User Alerts
  • Help Desk
  • Step by step guides
changes incorporating user feedback
Changes incorporating user feedback
  • Software customizations
  • Process changes
  • Feedback mechanisms User Alerts Step by step guides Web pages
questions
Questions ???
  • Kaye Orten University of Colorado Director, Change Management
  • phone: (303) 492-9382
  • email: [email protected]
  • fax: (303) 492-9883
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