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Fusion HCM Co-existence with PeopleSoft HRMS Murali Vemaraju Director, PeopleSoft HCM & CRM Product Management November 07, 2014


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HCM Coexistence (HR2HR) supports the extract, transformation, file transport and intelligent synchronization and exchange of selective

business object data between PeopleSoft and Fusion HCM

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Program Agenda

1

2

3

4

5

PeopleSoft-Fusion HCM Coexistence Overview

System Configuration

Data Considerations for Coexistence

Operational Activities

More Information/Support

Q&A


6


HCM Coexistence Overview





Interface Group Compensation Cycle Updates

PeopleSoft HR to Fusion Compensation Workbench Integration

Fu

sio

n

Post-CWB

Processing

Pe

op

leS

oft

Pre-CWB

Processing

Synchronize/Validate Core Foundation

Data

Business Unit

Company

Department

Location

Job, Position

Replicate HR Employee Records

Person

Worker (Job)

Salary (Job)

Compensation

Replicate Payroll

Bonus History

Run CWB Participation

and/or Refresh Process

Compensation

Workbench

(CWB)

Run CWB Post Process

HR

Compensation

VC Plan Mem

VC Award

(Recommend)

VC Plan

VC Award

(Paid)

Salary Plan

Salary Grade

Comp Rate Cd

Frequency

Currency

Job

Compensation

1 2 3

4 5

Payroll

Element Entry

Paid

Bonus

Amounts

Group Bonus

Amounts

Group Salary

and Assignment Changes

NA Payroll

PSHUP Table

Updates

Global Payroll

Positive Pay

Input Table

Updates

Paid

Bonus

Amounts

Group

Bonus

Amounts

Group Salary

and Assignment

Changes

Payroll

Element Entry

HR

Compensation

PeopleSoft HR to Fusion Talent Management FDD PeopleSoft HR to Fusion Compensation Workbench FDD PeopleSoft Payroll Systems




•Existing PeopleSoft HCM Application is the system of record for Core HR Business Objects

•Initial data loading and incremental refreshes

•Coexistence with Talent Management

•Required employee data are synchronized with Fusion

•Profile information is migrated to Fusion

•Fusion is utilized for Talent Review, Goal and Performance management, and Analytics

•Fusion is the system of record for Talent data

•Coexistence with Compensation Management

•Required employee data are synchronized with Fusion

•Fusion is utilized for Compensation analysis, planning, and allocation

•Work and compensation changes (bonus, promotions, etc.) at the end of compensation review cycle are

synchronized back to PeopleSoft source application




Work Structures

• Business Units

• Locations

• Job Families

• Jobs

• Grades

• Grade Rates

• Positions

• Departments

• Dept Hierarchy

Talent Management

• Content Items

• Rating Models

• Establishments

• Profiles (Qualifications,

Competencies, latest Performance Rating)

Transaction Data

• Person

• Person Documentation

• Work Relationships

Workforce Compensation

• Salary Basis

• Salary

• Element Entries


How does the Integration work?



Coexistence Solution Features


• Source Data Analyzer Reports

• Cross-Reference Key Management for Business Objects

– Manual setup in Fusion required for some static data

– Automatic key reference management for dynamic data

• Domain Value Maps in PeopleSoft

• PeopleSoft Extract and Transformation Process

• Secure data transport and notification

• Progress Tracking

• Transformation Error Report

• Fusion Data Loader

• Define Fusion HCM Security and Role Provisioning Rules

• Sync Compensation Data Back to PeopleSoft

• Load Compensation data into PeopleSoft source application


PeopleSoft Requirements

• HRMS Releases 8.9, 9.0,9.1 or 9.2

• PeopleTools 8.50+

• PeopleSoft Common Application Integration Framework (AIF)

– Prerequisite application patch available on My Oracle Support

• PeopleSoft Co-existence Patch for Appropriate HRMS Release

– Available on My Oracle Support via standard PeopleSoft resolution patch

– Deployed with Change Assistant


PeopleSoft Coexistence Artifacts Pages

• Configuration

• Run Controls

• Status Monitor

• Audit

• Transformation Error Review

Integration Broker

• Ready to load

• Ready for transmission

App Engine Processes

• Profile Migration

• Send Data to Fusion

• Load Fusion Data

• Delivered through existing PeopleSoft maintenance channel as a resolution

• Available on My Oracle Support

• Deployed with Change Assistant

XMLP Reports

• 9.0 / 9.1/9.2 releases

only

• Source Data Analyzer

Reports


System Configurations

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System Configuration and Connections Overview

• Configure Fusion (For SaaS customers, this will be done by Oracle)

– FTP Servers, Accounts and Directories

– Web Services Manager

• Configure PeopleSoft on Premise

– Apply co-existence patch and prerequisite patches using Change Assistant

– Define Integration User and Assign Role Using PeopleTools Security

– Define FTP URL, File Location, and File Name Format

– Define Default Email Notification

– Activate Inbound and Outbound Web Services using Integration Broker

• Configure Coexistence Parameters

– Fusion: specify FTP directories, data loading parameters, etc

– PSFT on Premise: Configure Co-existence Installation Options, Processing Options, and Data Filter Options

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PeopleSoft Coexistence Configuration Outbound


PeopleSoft Coexistence Configuration Inbound


PeopleSoft Coexistence Installation Options


Data Considerations for Coexistence

19


PeopleSoft Coexistence Installation Options Data Filter for Extract Process


PeopleSoft Coexistence Inbound Options Define Job Action/Reason Sequence

• Specify the order in which data from Fusion is inserted into PeopleSoft

• Navigation: Set Up HRMS, Common Definitions, Fusion Integrations, Talent/Workforce Compensation, Job Action/Reason Sequence


Operational Activities

22


Data Exchange Between PeopleSoft and Fusion PeopleSoft Extract and Transformation Run Control

• Navigation: Workforce Administration, Collective Processes, Fusion Integration, Talent/Workforce Compensation, Send HR Data to Fusion

23


Data Exchange Between PeopleSoft and Fusion PeopleSoft Profile Export Run Control

• One time migration to Fusion

• Navigation: Workforce Administration, Collective Processes, Fusion Integration, Talent/Workforce Compensation, Migrate Profile Data

24


PeopleSoft Extract and Transformation Progress Reporting

• Navigation: Workforce Administration, Collective Processes, Fusion Integration, Talent/Workforce Compensation, Progress Reporting

25


PeopleSoft Extract and Transformation Transformation Error Review

• Navigation: Workforce Administration, Collective Processes, Fusion Integration, Talent/Workforce Compensation, Transformation Error Log

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PeopleSoft Compensation Data - Inbound Receiving Data From Fusion

Activities for PeopleSoft Data Inbound From Fusion

– Receive compensation data from Fusion

– Delete compensation data

– Review inbound status and transaction errors

– Reviewing inbound errors

– Correcting inbound errors

– Reviewing a summary of integration object changes

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Fusion administrator posts a data file to the outgoing

directory of the FTP server and initiates notification that file

is ready back to PSFT

PeopleSoft run control to fetch data and load Fusion data

to PeopleSoft

Review and correct errors in PeopleSoft staging tables

PeopleSoft option to automatically load inbound data to

core tables or to first preview the changes, then load.


PeopleSoft Compensation Data - Inbound Receive and Load Compensation Data

Navigation: Workforce Administration, Collective Processes, Fusion Integration, Talent/Workforce Compensation, Receive Comp Data from Fusion

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Data Processed Statuses

Not Processed

Loaded from File

Transformed

Previewed

Manually Posted

Posted


PeopleSoft Compensation Data - Inbound Reviewing Inbound Statuses and Errors

Navigation: Workforce Administration, Collective Processes, Fusion Integration, Talent/Workforce Compensation, Inbound Status Monitor

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View Errors

Transformation (DVM)

Errors

Audit Reports and

Change Summary

Filter Options

Option to view Error

Rows only


PeopleSoft Compensation Data - Inbound Correcting Inbound Errors

Navigation: Access the Detail page for the object (Click the View/Update link on the object detail page)

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Error Detail

Correct the error in

staging table prior to load

Option to bypass this

update if change was

done manually in

PeopleSoft


PeopleSoft Compensation Data - Inbound Summary of Object Changes

Navigation: Access the Audit Report page for the object (click the Audit Report link on the Inbound Status page)

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View Change

Detail


More Information/Support

• User Documentation • PeopleSoft Integration Guide

• PeopleSoft Technical Whitepaper

• Fusion HCM Coexistence Implementation Guide

• Workforce Development Guide for Talent

• Workforce Compensation Guide for Compensation

• Questions/Issues on Coexistence?

– HCM Coexistence solution spans across areas… • Fusion HR2HR/FBL

• Core HR/Payroll

• Talent

• Compensation

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