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PeopleSoft HCM 9.0 Upgrade Presented by: . SCP-OAUG Meeting February 27, 2008. &. Agenda. Introductions Innowave Overview Broadcom Overview Upgrade Approach Considerations Lessons Learned Question & Answer. Introductions. Broadcom Brad Warezak – Sr. Manager, Business Applications

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peoplesoft hcm 9 0 upgrade presented by

PeopleSoft HCM 9.0 UpgradePresented by:

SCP-OAUG Meeting

February 27, 2008


  • Introductions
  • Innowave Overview
  • Broadcom Overview
  • Upgrade Approach
  • Considerations
  • Lessons Learned
  • Question & Answer


Brad Warezak – Sr. Manager, Business Applications

Jason Buzer – Principal, IT Business Systems Analyst

Innowave Technology

Sunil Manaktala - Practice Director



innowave technology
Innowave Technology
  • Technology Consulting Firm founded in 2005
  • Innowave provides unique, innovative solutions using Oracle Applications and Technology
  • Implement, upgrade, and enhance PeopleSoft, Oracle E-Business Suite, JD Edwards, Demantra, Siebel Applications
    • Financials, HCM, CRM, Manufacturing/Distribution, Supply Chain
  • Expertise includes: Fusion Middleware, SOA, BPEL & Web services, BAM, OBIEE, Portal, Identity Management
  • Extensive experience in implementing, upgrading and enhancing PeopleSoft applications
    • Unique offerings for Fusion Middleware and PeopleSoft
  • Locations
    • Irvine, CA (Headquarters)
    • Los Angeles, CA
  • Why Innowave?
    • Quality Project Management
    • Quality Functional & Technical Resources
    • Track Record of Delivery
    • Competitive Pricing
about broadcom
About Broadcom
  • Founded in 1991
  • Initial public offering in April 1998 (NASDAQ-BRCM)
  • Global leader in semiconductors forwired and wireless communications
  • 2007 revenue of $3.78 billion
  • Q4 2007 revenue of $1,027 million
  • Largest volume fabless semiconductor supplier
  • Broad IP portfolio with over 10,000 U.S. and foreign patents and applications
  • Over 6,000 employees worldwide
    • $647,000 annualized revenue per employee

Offering unique and innovative products for convergence and communications

business market overview
Business Market Overview

Mobile Platforms




Over 20 lines of business enabling growth in wired and wireless convergence

history of peoplesoft system
History of PeopleSoft System
  • Implemented PeopleSoft ERP 8.4 in 2003
  • Implemented PeopleSoft HCM 8.8 in 2004 on Tools 8.43
    • Core Human Resources
    • Benefits Administration
    • Payroll Interface
    • eProfile / eProfile Manager
    • eDevelopment
    • eBenefits
  • Implemented ePerformance in 2005
  • Upgraded PeopleTools to 8.48 in Feb 2007
  • Upgraded to PeopleSoft HCM 9.0 in September 2007
  • Currently Implementing PeopleSoft Time & Labor and Absence Management modules
technical environment
Technical Environment
  • Database Platform: MS SQL Server 2005
  • Operating System: Windows 2003
  • Middleware: Weblogic and Tuxedo
  • PeopleTools: Version 8.48.16
  • Database Size: 25 GB
  • Single instance: Global Deployment
  • User base: Over 6000 users worldwide
  • Customization Level: Moderate
why upgrade
Why Upgrade?
  • Desire for robust Time & Attendance Application
    • 10-15% of employee base
    • To manage employee reported time and interface with global payrolls
    • To be implemented globally
  • Desire for Centralized Global Absence Management
    • Current process is a manual sheet faxed to HR and/or Payroll(s)
    • Automate time-off requests and manager approvals
    • Manage global entitlements in centralized application
    • Automate payroll processing
    • To be implemented globally
  • Stay current with the latest and greatest release



upgrade scope
Upgrade Scope
  • Pure Technical Upgrade – no new module or functionality with the upgrade
  • Fit/Gap Analysis
    • Customization
    • Delta/Functional – version 8.8 to 9.0
    • Technical
  • Project Management
  • Delta Training
  • Technical Upgrade
    • Retrofit & test customizations
    • Retrofit and test interfaces
    • Configure and test changed processes (custom and delivered)
    • Retrofit and test Queries
    • Retrofit and test Security
  • Testing
    • Unit, System, Integration, User Acceptance
  • Go-live
  • Post Production Support
upgrade scope customizations
Upgrade Scope - Customizations
  • 15 interfaces developed in Application Engine
  • 15 interfaces developed in SQR
  • 12 interfaces to PSFT FIN 8.4. These interfaces are in Integration Broker or Component Interface.
  • Modified PeopleSoft Records – 160
  • Modified PeopleSoft Pages – 53
  • Modified PeopleCode – 400
  • Modified SQR’s – 15
  • Modified Application Engine Programs – 18
  • Specific interface programs include but are not limited to Payroll Interface to ADP, Blue Cross, Fidelity, Kaiser etc.
upgrade timeline
Upgrade Timeline













upgrade project resources
Upgrade Project Resources
  • Innowave
    • Project Manager – Part-Time
    • Onsite Technical Lead (Technical Upgrade, Retrofit Customizations, Testing) –


    • Onsite Functional Lead (Fit/Gap Analysis, Delta Training, Testing) –


    • Offshore Developers (Retrofit customizations, Testing) – Part-Time
    • Offshore Technical Writer (Delta Training, Test Scripts) – Part-Time
  • Broadcom
    • Project Sponsor
    • Project Manager – Part-Time
    • HR Business Analyst – Full-Time
    • HRIS Manager – Part-Time
    • DBA/PeopleSoft Administrator – Part-Time
    • Technical Resource – Part-Time
    • Security Administrator – Part-Time
    • HR SME’s – Part-Time
person model introduced in 8 9
Person Model Introduced in 8.9
  • New Functionality
    • Multiple Employment Instances for same EMPLID regardless of whether Employee or Non-Employee
    • Person of Interest functionality
  • What this means to You
    • Contingent Worker conversions to Employees can have same EMPLID
    • Can track Persons of Interest without actually Hiring the Person
    • Decide how to handle Rehires
      • Multiple Employment Instances or Rehire into Existing Employment Instance
  • Broadcom Approach/Methodolgy
    • Conversion from Contingent Worker to Employee using same EMPLID with a new Employment Instance. Maximum of only 2 Employment Instances
    • Rehired Employees/Contingent Workers rehired into existing Employment Instance
    • Primary Job Indicator used to determine Active Instance
    • Not currently using Person of Interest functionality
manage hires
Manage Hires
  • New Functionality
    • Enhanced integration with PeopleSoft Recruiting Solution
  • What this means to You
    • Hiring an Applicant is longer process than previous Applicant Hire Process
    • Manage Hire Process automatically adds new Employment Instance for Existing EMPLIDS - Consideration for Rehires
    • Integration Broker Configuration required
    • Additional Security access required for all users performing Manage Hires activity
  • Broadcom Approach/Methodolgy
    • Business Process and Integration from External Applicant Tracking System had to be modified to accommodate new functionality
    • Manage Hires functionality not used for Rehires
dependent beneficiary data
Dependent & Beneficiary Data
  • New Functionality
    • Dependent and Beneficiary Data is now Effective Dated
  • What this means to You
    • Integrations and/or Customizations may be affected
      • DEPENDENT_BENEF Record is now a View
    • New views introduced in eBenefits
      • DEP_ASOF
      • BEN_ASOF
  • Broadcom Approach/Methodolgy
    • Integrations and Customizations using DEPENDENT_BENEF had to be modified
    • New eBenefits views caused issues with Future Dated Events (Open Enrollment). This was fixed in a later bundle.


application security
Application Security
  • Challenges
    • Delivered 9.0 upgrade scripts did not remove all 8.8 related content references on menus
    • Security Administrator had to manually remove all duplicate content references
    • Integration Broker related security must be granted to individual users
    • Security to Component Interfaces must be granted to individual users
    • Import and Export of Security between environments
  • Lessons Learned
    • Exclusive test scripts are needed for testing security
    • Involve Security Administrator from the very beginning
    • “Not Authorized” need not be an issue with Security
      • Clear your cache and bounce the servers
compare reports
Compare Reports
  • Challenges
    • PeopleTools 8.48.x comes with a new html based compare report tool
    • Compare reports also provide a summary sheet of the results
    • Summary level details are sometimes misleading
    • Missed approximately 100 objects in scoping and retrofitting efforts
  • Lesson Learned
    • Pay close attention to the compare reports
    • Scope your work with the detailed analysis of the compare reports
test environments
Test Environments
  • Challenges
    • To allow maximum flexibility, Broadcom provided an “ALLPAGES” level access to Developers, Business Analysts, Security Administrator, and the upgrade team.
    • While it provided greater flexibility in addressing the issues that were cropping up, everyone was able to make changes to the code, security etc. making the system very unpredictable.
  • Lesson Learned
    • Have a “very controlled” test pass environment
    • All code changes need to happen on an environment that is the previous test pass
    • Code migrations are fine, as long as they are moved in manageable projects
integration broker
Integration Broker
  • Challenges
    • Integration Broker has changed drastically in the new PeopleTools version 8.48
    • Integration Broker architecture has changed
    • Integration Broker related setups may need to be re-configured
  • Lesson Learned
    • Integration Broker skill set is required in the project team to have a successful upgrade
upgrade scripts
Upgrade Scripts
  • Challenges
    • Upgrade scripts do include executing some functional reports. Need functional user to review the reports
    • Data Conversion scripts failed due to PS_EMPLOYMENT being a view
    • A Data Conversion step failed after 1.5 hours of execution. Script modification was required.
  • Lessons Learned
    • PS_EMPLOYMENT view has to be created prior to executing upgrade scripts
    • Download the latest upgrade template from customer connection
    • Functional resource is required to execute few upgrade script steps
coding naming standards
Coding/Naming Standards
  • Challenges
    • Some of the developers did not follow Broadcom’s coding standards
    • The code documentation had to be modified to meet Broadcom’s standards
    • Additional effort required to modify the documentation
  • Lessons Learned
    • Provide the standards to the team at the start of the project
    • Train team members on the standards
    • Conduct code reviews to ensure that team is following the standards.
oracle peoplesoft issues
Oracle/PeopleSoft Issues
  • Challenges
    • PeopleSoft application and tools defects were discovered during the upgrade
    • Some of these issues became bottleneck in progressing to the next step’s
    • Define Responsibility for addressing Oracle/PeopleSoft issues
  • Lessons Learned
    • Engage Oracle support through your Sales Representative
    • Open a priority 1 cases to get quicker resolution
    • Get clarity upfront as to responsibility for addressing Oracle/PeopleSoft issues
    • Get clarity on project and budget impact for when Oracle does not resolve issues in a timely manner
contact information
Contact Information

Brad Warezak

Phone: 949-926-7130


Jason Buzer

Phone: 949-926-7627


Sunil Manaktala

Phone: 714-321-3942