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Human Resources Community Meeting Yale University November 21, 2008. Agenda. Welcome and Introductions Early Observations and Mike Peel Preliminary Priorities Questions/Answers Updates on Key Initiatives: 2008 Workplace Survey Debbie Stanley-McAulay

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Human Resources

Community Meeting

Yale University

November 21, 2008


Welcome and Introductions

Early Observations and Mike Peel

Preliminary Priorities

  • Questions/Answers

Updates on Key Initiatives:

  • 2008 Workplace Survey Debbie Stanley-McAulay
  • Diversity and Inclusion Debbie Stanley-McAulay
  • ISAP/”Yale Next” Initiative Nancy Creel-Gross
  • Managing at Yale Elena DePalma
  • 221 Whitney Ave. Nancy Creel-Gross

Conclusion Mike Peel

human resources direction
Human Resources Direction

Fueling Academic Excellence through Workplace Excellence

early observations
Early Observations
  • Extraordinary pride and commitment
  • Frenetic pace/extremely reactive culture
  • Highly fragmented environment:
    • Duplication of effort
    • Career pathing complexity
    • Lots of “white space”
  • HR initiatives lack unifying strategy
elements of vision for hr
Elements of Vision for HR
  • Stronger linkage between workplace excellence and Yale University mission
  • Yale equally admired as a place to work as it is academically
  • Human Resources distinguished by its executional excellence and change leadership

Preliminary Strategic Priorities

  • III. Assure attraction, development,
  • and retention of superior talent
  • III. Translate superior Yale talent into
  • superior performance
  • Advance value added of HR/
  • Administration

Preliminary Strategic Priorities

  • Assure attraction, development, & retention of superior talent
  • Enhance people and performance standards
  • Support staffing effort with strategic candidate pools
  • Expand focus on employee development
  • Become a recognized leader in diversity
  • Continuously expand employee value proposition
performance management at yale m p positions
Performance Management at Yale (M&P Positions)

6% Too New

6% Too New

15% No Appraisal

79% “FOCUS” Appraisal

41% No Appraisal

53% “FOCUS” Appraisal

performance management at yale
Performance Management at Yale

Next Frontiers:

  • Assure clear goals
  • Control rating inflation
  • Include other employee groups

Preliminary Strategic Priorities

  • Translate superior Yale talent into superior performance
  • Build University-wide talent management system
  • Evolve organization’s continuous improvement tools (Performance Management, IDP’s, Climate Survey, 360° Feedback)
  • Improve labor relations/labor relationships
  • Strengthen internal communications
talent management system components
Talent Management System Components
  • Forecast of future University talent needs
  • Clear assessment of current talent
    • Succession plans for key positions
    • Assessment of performance/potential mix
  • Plans to improve leadership depth
continuous improvement tools
Continuous Improvement Tools

ToolNext Steps

Performance Management Improve/Expand

Individual Development Planning Create

Workplace Survey Process Institutionalize/

Drive follow-up

Multi-source Feedback Create


Preliminary Strategic Priorities

III. Advance Value-Added of HR/Administration

  • Innovate to enhance service excellence
  • Employee and manager self-service portals
  • Standardization, simplification, and centralization
  • Employee Service Center (ESC)
  • Focus on HR/Administration organizational development
  • Unify the Human Resources Community at Yale
hr organizational strategy
HR Organizational Strategy

Idea Leadership

Tools, Processes, Systems


Administrative Excellence


Employee Transactions

Strategic Partnership

Change Leadership

Employee Relations

HR Generalists

Employee Services

hr organizational imperatives
HR Organizational Imperatives
  • Clear strategy
  • High level of prioritization
  • Cross-boundary teamwork
  • Openness to new ideas/innovation
  • Learning culture

Historical View

  • First Yale Workplace Survey conducted Fall 2004 and Spring 2005
  • Total participation = 51%
  • Goals
    • Understand the drivers of engagement and satisfaction
    • Improve labor/management relations
    • Help supervisors improve the efficiency and effectiveness of work in their units
    • Improve the training curriculum of the University
    • Inform and prioritize key organizational development initiatives
    • Help the HR function optimize the programs, policies and procedures of Yale

Current 2008 Plans

  • Second Yale Workplace Survey conducted November 17 – 30, 2008
  • Target population: 9000+ staff
  • Target Audiences: CT, SM, MP and FAC within the School of Drama
  • Goals
    • Discover what workplace issues for improvement are most important to staff members.
    • Understand the drivers of engagement and satisfaction
    • Increase survey participation to at least 75%.
    • Develop and implement institutional and departmental action plans

Outreach & Marketing

  • E-mail Communication Series
    • President Levin, University Officers, Department leaders
  • Paper Survey Distribution
    • Attend Local 35 staff meetings (70+)
    • Survey Pick-up/Drop-off boxes around the campus (30)
  • Print Materials
    • Flyers , Posters, Lobby Posters, Stickers, Buttons, Pencils, Lollipops
  • Publications/Articles
    • Working at Yale, Yale BLU, Daily News, HR Town Hall meeting

2008 Planning Team

  • Susan Abramson—Diversity,WorkLife & Childcare, Assistant Project Lead
  • Linda Clarke—HR Communications
  • Jessica Hammatt—ODLC
  • Gloria Hoda—ITS
  • Shaun King—ODLC
  • Phil Reinhardt—ITS
  • Michelle Sandagata—ODLC
  • Susan Smith-Kemp—ODLC
  • Deborah Stanley-McAulay—Diversity and Inclusion, Project Lead
  • Linda Veronneau—ODLC
  • A host of department partners across the University
diversity and inclusion
Diversity and Inclusion
  • Debbie Stanley-McAulay has been appointed the University’s Chief Diversity Officer. She will be leading the group as we move forward with our diversity strategies
  • Calvin Haney has joined the team as a Diversity Coordinator
diversity and inclusion continued
Diversity and Inclusion, continued

A focus over the past 6 months has been on relationships with employee affinity groups

  • Meetings held in August/September with Asian, LGBTQ and Latino Employee Groups to re-connect/re-energize them and their linkage to diversity strategies
  • November 1 launch of the Diversity & Inclusion website
  • Launch of Affinity Groups websites in second week of November
diversity and inclusion continued24
Diversity and Inclusion, continued

Recent/Upcoming planned events with affinity groups

  • August 12—YAAA Financial Planning Guest Speaker
  • Oct 23—YAAA NASA Astronaut—William Readdy
  • Nov 11—Celebrate Latino Heritage Gathering
  • Dec 11—Latino Holiday Celebration
  • Asian Employee event December or February to coincide with Chinese New Year
diversity and inclusion continued25
Diversity and Inclusion, continued

Recent/Upcoming planned events with affinity groups, continued

  • YAAA third annual event
  • LGBTQ guest speaker in January
  • Work to assist Affinity Groups with “Welcoming Committee”. Latino Group formed “Welcoming Committee”, LGBTQ has agreed to do the same. HRIS has committed to assist with data on new employees
diversity and inclusion continued26
Diversity and Inclusion, continued

Additional work underway

  • Collaboration with HR Staffing on recruitment outreach at Black and Hispanic MBA Conference
  • Completed Faculty/Staff/Student Diversity Awareness Survey for School of Drama
  • Collaborating with Procurement on strengthening Supplier Diversity
  • Plans for Diversity Learning Series similar to short educational programming offered through Work Life Series
  • Managing at Yale diversity education and broader diversity education
yale next
Yale Next
  • Yale Next is the culmination of several key projects (e.g. ISAP, TSRA) over the past year focused on identifying system and process improvements to core business services such as Human Resources, Finance and Information Technology.
  • Recommendations from these projects were made from the Finance & Administrative (F&A) leadership to the University’s Officers and the Yale Corporation.
yale next continued
Yale Next, continued
  • Upon approval of these recommendations, the result of these efforts is a strategic program that focuses on the redesign and integration of Yale’s core business processes and systems to help the University achieve its goal of becoming a world-class enterprise. Yale Next is designed to be achieved through a collaborative team approach using Yale staff and Accenture Consulting.
hr recommendations
Based on the key findings and benchmark results, the assessment team provided the following recommendations for Yale HR.HR Recommendations
  • General Recommendations
    • Implement a ‘one-stop-shop’ HR Service Center (enabled by case and knowledge management technology) to provide consistent service for common HR inquiries
    • Redesign HR structure to efficiently conduct transactions and remove hand-offs and added complexity
    • Leverage current and future investments in Oracle applications and enabling technologies (e.g., Portal, Knowledge Management)

Time and Attendance

    • Upgrade University-wide time and attendance platform to Kronos with accruals and leave management functionality to eliminate manual entry and standardize process
    • Consolidate bi-weekly payroll frequency into weekly frequency with the opportunity to consolidate semi-monthly and monthly
    • Leveragethird -party vendors to enhance payroll process
hr recommendations continued
HR Recommendations, continued

Total Rewards (Benefits, Pension, Compensation)

  • Enhance employee self-service functionality
  • Implement electronic interfaces to all third-party benefit providers
  • Leverage third-party vendors to enhance benefits process
  • Leverage third-party vendor for pension calculations to eliminate manual entry and ensure greater accuracy
  • Implement compensation functionality in core Oracle to include rules for all components of pay including merit and promotion increases, and lump sum adjustments, eliminating current reliance on BMS Merit

Employee Data Management and Reporting

  • Fully leverage a secure Oracle e-Business system for employee data management and HR transaction processing activities, eliminating reliance of confidential payroll and BMS (e.g., Compensation Workbench, Manager Self-Service, Employee Self-Service functionality)
  • Leverage workflow features in Oracle to facilitate school/department-level approvals and eliminate paper based handoffs
  • Implement employee certifications and performance plan tracking in Oracle
hr recommendations continued31
HR Recommendations, continued

Staffing Services

    • Reduce manual processes through automated interfaces and elimination of manual steps (e.g., job aggregators, pre-screening, I-9 verification, on-boarding paperwork)
    • Clarify the role of the hiring manager in the staffing process
    • Ensure accountability during the process and eliminate redundant levels of approval
    • Implement standard exit process to handle future projected volume
  • Integrated HR and University-wide
  • Talent Management Solutions – “Advanced HR”
    • Implement a learning management system
    • Realize a single performance management capability supported by integrated technology
    • Leverage the future business intelligence/analytics solution

Our Yale Next Team

Teams and roles vary by initiative and phasing

Human Resources

(Mike Peel)

Nancy Creel-Gross

David Metnick

  • Core Team: Nancy Creel-Gross, David Metnick, Meg Dimel, Leslie Cawley, Jennifer Jaramillo, Tanu Mane, Kyle Fisher, Sheila Millea, Helen Melanidis, Crystal Gooding, Katrina Sikorski, Beth Anderson, Judy Offutt, Jaci Beth Ward, Kathy Scasino and Julie Kimball
  • Extended Team: Michelle Chipello, Armand Joncas, Pam Miller, Sonia Santana, Donna Caporale-Colon, Jessica Hammett, Kate Reynolds, LaShanda Williams, Linda Clarke, Alice White,IT Help desk, HR Generalists, Payroll Staff, Benefits Staff, HRIS and Transaction Center Staff
  • Advisors—as needed: Christine Pedevillano(HRG), HR Leadership Team (e.g., Hugh Penney, Chuck Paul), HR Community and Business Operations and all of you!

HR Services Center

Jaci-Beth Ward

Julie Kimball

Tanu Mane (ACN)

Benefits & Payroll Initiative

Julie Kimball

Leslie Cawley

Beth Anderson

Judy Offutt

Meg Dimel (ACN)

value we plan to deliver
Value We Plan to Deliver

The defined HR objectives are derived from the program benefits, and have design implications for HR.

Highly Responsive, Customer Centric Service

Process Improvement

Reduced Compliance Risk

Increased “Capacity” for Future Growth or Cost Reduction

improved hr service delivery
Improved HR Service Delivery

To successfully improve HR service delivery, we are making a comprehensive change in HR roles and processes.

Developing, delivering and using HR solutions and services that have a productive impact on the workforce and the organization.

  • HR Generalists
  • (Strategic Partners)
  • Link to school/department needs
  • Accountability for HR issues
  • Assure the delivery of HR solutions to the business (Local HR Delivery)
  • Centers of Expertise
  • (Architects)
  • Expert knowledge -based solutions provider
  • Process and policy designer/ guardian
  • Maximize knowledge assets sharing


HR Program, Design & Delivery


  • HR Shared Services
  • Transactional and high volume activities
  • Inquiries
  • Services delivery
  • Client Groups
  • Applicants
  • Employees
  • Staff
  • Faculty
  • Managers
  • Retirees

Transactions & Administration


Reducing the resource demands and time required to develop, deliver and use key HR products, services and processes.

preliminary service delivery model sdm
Yale’s End State HR Service Delivery Model - Illustrative

Escalation Model

Tier 2

Transaction Processing Teams

Tier 0

Self Service

Tier 1

HR Service Center

Tier 3

Center of Expertise and HR Generalists







100 Inquiries

Transaction Processing


Strategic Contribution





Infrastructure & Applications

  • Knowledge Mgmt
  • Case Mgmt
  • Vendor Interfaces
  • Tech. Architecture
  • Oracle
  • ACD
  • Portal
  • IVR
Preliminary Service Delivery Model (SDM)
hr workstream scope
HR Workstream—Scope

Calendar Year





Fiscal Year


















Human Resources

HR Service Center

Recruiting Simplification

Employee Life Cycle Service Delivery

Enhanced Benefits Administration

Consolidated/Enhanced Payroll

Labor Distribution

University-Wide Time Capture

upcoming major milestone hr service center april 2009
Upcoming Major Milestone—HR Service Center (April 2009)

Current: Employees go to numerous HR resources to gather information on basic HR inquiries and receive varying responses.

Desired Outcomes: A one-stop-shop Yale HR Service Center, where employees can receive up-to-date, consistent information.

Current: HR information is stored within multiple organizations throughout the University, and can often result in multiple interpretations of policy and procedure.

Desired Outcomes: HR knowledge will be managed in a single Knowledge Management System that will be regularly updated based on policy changes, procedure changes, and major events.

Current: Inconsistent information, lack of clarity on who/where to call, and time wasted in finding the right data can result in employee/manager frustration.

Desired Outcomes: Increase employee satisfaction through improved service and case management from HRCC technology.

Current: Culture requires HR teams/representatives to be in local departments and schools.

Desired Outcomes: Shift high transaction activity to HRCC and support local HR Strategic Partners to provide insight and direction specific to the department/school.

what s changed
What’s Changed?
  • Managing at Yale Spectrum
  • Interview Guides
  • 360 Multi-rater Feedback Instrument
  • 2 New Proposed Mandatory Training Programs
    • Managing at Yale Foundational Program
    • Advanced Leader Program
  • Leadership Expectations
what s new
What’s New?

Leadership Expectations

  • Demonstrate Integrity and Character
  • Develop High Performing Organizations
  • Lead Innovation and Positive Change
  • Achieve Outstanding Results
what s postponed
What’s Postponed?
  • Rewards and Recognition
  • New Manager Mentoring
  • Performance Standards
what do we not know
What Do We Not Know?
  • Total Managing at Yale Spectrum
  • Final Leadership Expectations Model
  • Names, Agendas and Audience of Initial Training Programs
  • Future Training Programs
  • Other Manager Resources
221 whitney update what we know
221 Whitney Update—What We Know
  • Renovation has started on 221. The Best Practices, ODLC and Organizational Effectiveness staff have moved to 175 Whitney
  • Human Resources, Best Practices, Parking and Payroll will be located in the facility
  • We’ll have a newly refurbished and redesigned training center on the lower level
  • The first floor has been designed to be a public and welcoming space for visitors where service is readily available.
  • The upper floors are essentially private areas for the departments with huddle, hoteling and conference spaces for use by these groups.
221 whitney update what we know continued
221 Whitney Update—What We Know, continued . . .
  • The design of these upper floors will be primarily 80% workstations and 20 % offices
  • The workstations will be a mixture of non-collaborative/collaborative and will be very similar to the model displayed this summer at 221 Whitney and the workstations at Building 25.
  • Workstations will have clear glass, except for the workstations along the hallway/corridor which will have frosted glass for more privacy
  • Public phones will be available on the first floor
  • There will be plenty of visitor parking
221 whitney update what we don t know
221 Whitney Update—What We Don’t Know
  • Final design/layout of services on the first floor
  • Final design of the food services on the first floor.
  • Additional work is needed on equipment design and location for the huddle rooms, conference rooms, document management
  • Final structure and stacking of the departments on the various floors
  • Staff have not been assigned to workstations and offices.
  • Staff parking TBD
  • ID Center transferring to 221 Whitney
  • ATM machine
  • Definite move date: End of April/beginning of May?
upcoming hr events
Upcoming HR Events
  • Annual Benefits Enrollment closed on November 16th and results are available in early December
  • Workplace survey closes on November 30th
  • FSA enrollment ends on December 31st
  • Pension redesign changes are underway for July 2009
  • Yale Next (ISAP) design and build phase (January 2009)
  • Our Human Resources and Administration holiday party is on Monday, December 15, 5:00pm–8:00pm, at the Peabody Museum
  • Recess begins on December 24!
the new hr calendar
The New HR Calendar
  • Centralized location for key HR events and initiatives
  • Easily accessible through Outlook
  • Maintained by the HR Internal Communications Team