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PS HR 9.0 Upgrade

PS HR 9.0 Upgrade. Payroll Preparer Meeting February 28, 2008. Upgrade Plan. Upgrading PS from 8.3 to 9.0 From stand-alone into combined database with Student Administration Upgrade presentation at Annual PeopleSoft Higher Education Users Group forum Patches & Fixes

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PS HR 9.0 Upgrade

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  1. PS HR 9.0 Upgrade Payroll Preparer Meeting February 28, 2008

  2. Upgrade Plan • Upgrading PS from 8.3 to 9.0 • From stand-alone into combined database with Student Administration • Upgrade presentation at Annual PeopleSoft Higher Education Users Group forum • Patches & Fixes • Continue to work w/ SA as modules are implemented

  3. Why upgrade? • Keep vendor support current with PS • Combine HR and SA in one database • Utilize a common development tool set for OIT to better support all PS applications • Improved security features • Cohesive look among all PS applications (Finance and Human Resources)

  4. What is different/same? • Navigation changes (see Chart) • Person Model • Pages remain the same • Exception – Personal Data • Corrected current production issues (Change PAR, Reports, COLA/Merit, Leave) • HR keeps all existing functionality • Reports remain the same

  5. Efficiencies • Improved database performance (reports, processes) • Change PAR – resolved several issues (Retirement, Department report, better organization) • Created/modified reports (Vacant Positions w/ new data, Change PAR) • Flexibility to add and modify Leave Plans • Technical changes to improve efficiency and ability to modify programs in the future • Auto populate data entry based on defaults • Plan to Eliminate Notice of Separation form

  6. Data Integration • HR and SA Integration Committee • Pre Go-live meetings for integration points/business processes • Continue to meet throughout SA Implementation to test new modules w/ HR processes • HR and SA are combined sharing data elements • Personal data (name, address, phone, etc.) • Search Match

  7. Person Model • An Organizational Relationship is how a person is related to UMBC as represented in the database • The person keeps the same ID throughout the system (HR or SA) • The ability to track a person without having to create a JOB record • Person Types • Employee • Contingent Worker • Person Of Interest (Campus Solutions, Other/HR)

  8. Testing Plan • 4 Database Passes • Testing Includes • Full Cycle Testing – New hire through distribution • Full Volume – Time Entry, Leave, Payroll, Distribution • Unique Scenarios • Non-standard Processing – Leap year, Grad Asst., COLA/Merit, etc. • Reports and Queries • End User Testing • Electronic Interface File Transfer testing

  9. New Features Customize Layout

  10. New Features Customize Layout

  11. New Features Customize Layout

  12. New Features Customize Layout

  13. New Features Customize Layout

  14. New Features Add Favorites

  15. New Features Add Favorites

  16. New Features Add Favorites

  17. Just in Time Training • Updated Documentation w/new navigation and screen shots • Lunch and Learn Session • Payroll Preparer Status Updates (Oct., Feb.)

  18. Go-Live Schedule • ANOTHER Go-Live!!! • ALL USERS OUT OF THE SYSTEM – April 16th through April 20th • Tentative Calendar – Revisions will be communicated

  19. What’s Next • Patches & Fixes • Continue to work w/ SA as modules are implemented • Upgrade presentation at Annual PeopleSoft Higher Education Users Group forum • Continuous Improvement

  20. Search MatchWhich Elvis works at UMBC?

  21. Search Match Results

  22. Commitment Accounting

  23. Questions

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