CORE Oklahoma

The Office of State Finance

CORE

HCM Forum

December 15, 2010

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CORE Oklahoma

AgendaYear End Processing

Lisa Raihl & Jean Hayes

ELM Update, HR Changes & Helpdesk

Stacy Bonner

2011 Training Schedule, January Supp & Off-Cycle & Before-Tax Deduction Priorities

Nancy Tarrant

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CORE Oklahoma

Year End Processing

Lisa Raihl – Office of State Finance

521-3258

Jean Hayes – Office of State Finance

522-6300

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CORE Oklahoma

ELM Update, HR Changes & Helpdesk

Stacy Bonner – CORE

The Office of State Finance

522-1734

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CORE Oklahoma

What’s Happening and What’s on the Way?

ELM and other Upcoming PeopleSoft Applications

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CORE Oklahoma

COREOverview

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CORE Oklahoma

What is the role of CORE?• Keeper of the Software Functionality

• Partner with OPM to develop Business Processes applying State Laws & Rules to PeopleSoft systems

• Maintain, Upgrade and Implement New Software Services

• Support Oklahoma’s HR & PY Professionals

• Conduct independent HR & PY Enhancement Projects with Agencies

• Evaluate Business Processes for Agencies

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PeopleSoft Applications

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CORE Oklahoma

PeopleSoft System Integration

How is it changing the way the State of Oklahoma takes care of business?

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System Integration

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System Integration

How is it changing the way we do business?

-No more duplicate entry

-Reducing the error rate

-Provides for more accurate reporting

-Allows for time to do other tasks

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CORE Oklahoma

Mandatory PeopleSoft Applications

• HCM – HR & Payroll• Financials – Payables,

General Ledger, Procurement, etc.

• CRM – Helpdesk• EPM - Budgeting• ELM – CORE & HRDS

Classes

Optional PeopleSoft Applications

• HCM – Employee Self Service, Manager Self Service, Bi-weekly Payroll, etc

• Financials – Grants, Contracts, Projects, etc

• ELM – Internal Catalog Management

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CORE Oklahoma

ELM

Enterprise Learning Management

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CORE Oklahoma

What’s is ELM and why do I keep hearing about it?

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ELM: Enterprise Learning Management

ELM is an internet-based training solution that enables the State of Oklahoma to manage, track, deliver and report on learning delivered through established methods, within or outside of the organization.

ELM is the State of Oklahoma’s central system of record for learners, managers, instructors and administrators.

ELM can be utilized at multiple role levels.

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ELM: Why do I keep hearing about it?

• CORE Training has been in the ELM Environment since August 2009

• HRDS Training will be in the ELM Environment beginning February 2011

• HCM Administer Training will no longer be utilized for training in 2011

CORE Oklahoma

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CORE Oklahoma

How is ELM going to effect my agency?

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ELM: Changes for the Nominating Official

1. Nominating Officials will utilize the ELM system to enroll their employees in CORE and HRDS Courses

2. Paper notifications for HRDS courses will no longer be provided

3. Training notifications will be sent via E-mail

4. Employees will automatically fill classes through a Waitlist as seats become available

CORE Oklahoma

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ELM: Changes for agencies using software to manage an Internal Catalog

1. Take advantage of integration with HCM

2. Ability to track training units

3. Employees can enroll in courses and print transcripts

4. Training history follows Learner upon transfer within the State of Oklahoma

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CORE Oklahoma

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ELM: Changes for the HR Professional

• Requires maintenance of the Business Email and Phone information

• If utilizing ELM Manager Self Service, then the Reports To information must be maintained ( also required for Time & Labor Manager Service)

CORE Oklahoma

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Who is using the ELM application?

• Since August 2009 - CORE & DEQ

• 12/1/10 - ODOT, OSEEGIB & CareerTech

• 2/1/11 - OSDH & OPM *HRDS Classes*

• 4/1/11- OSF for OFMA 22

How are these agencies using ELM?

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For management of the Agency’s Internal Catalog ~ Learning Administrators

• Enroll individual learners and groups• Manage waitlists, approve enrollments and override

prerequisites• Maintain information for facilities, equipment and other

resources• Manage enrollment• Schedule Learning Activities and Programs• Automatically notify Learners by email

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CORE Oklahoma

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ELM Self Service allows Learners to:

• Browse and Search for Learning Activities, Programs and Certifications

• View Learning History and Program/Certification status• Enroll in Activities and Programs (and drop if the

employee was self-enrolled)

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CORE Oklahoma

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ELM Manager Self Service allows the supervisor to:

• Enroll team members• Approve enrollment requests• Plan and assign learning for team members• Record supplemental learning for team members• View the team’s progress• Review team members’ planned, current and completed

learning

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What other services are available from CORE?

HCM – Employee Self Service

View paychecks and Leave Accruals

Update addresses, contact information, etc

HCM – T&L Phase I - Manager Self Service

Complete Time Sheets

Manager approval of Time & Labor Reporting

HCM – T&L Phase II

Rule Enhancements (Ex: Auto Calc of O/T)

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What else is going on at CORE?• Moving to 30th and Lincoln• Study being conducted of other applications owned by

the State• Higher Ed Implementation• DEQ and ODOC Go-Live on Grants, Projects, Contracts• Currently under consideration

– Disciplinary Actions and Grievance tracking– Electronic Personnel Action Forms for transaction

review

CORE Oklahoma

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How does your agency get involved in CORE Services?

HELPDESK Request“ I would like _______.”

“I need to know about _______.”

CORE Oklahoma

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CORE Oklahoma__________________________________________________

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CORE Oklahoma__________________________________________________

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Question & Answer

CORE Oklahoma

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CORE Oklahoma

2011 Training Schedule, January Supp & Off-cycle &

Before-Tax Deduction Priorities

Nancy Tarrant– CORE

The Office of State Finance

522-4363

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January 2011

• Training and HCM Forum 2011 Schedule

Handout

Please make sure this is distributed throughout your Agency.

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January Payroll Deadlines• 6 January 2011 - Payroll Deadline for DHS, Biweekly

Pay Cycles. EBC Full Sync load will be the Evening of

6 January 2011.

• 15 January 2011 - Payroll Deadline for Monthly Anticipatory Payrolls. EBC Full Sync load will be over the weekend of 16 and 17 January 2011.

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Taxable Income vs Before Tax Deductions

Handout

Due to this change in the payroll calculation process, CORE, along with members from the HCM Advisory Board, will be reviewing the Deduction Priority setup.

Watch for future notifications regarding this topic.

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Up and Coming Forums

• What do You Want To See?

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CORE Oklahoma

Conclusion

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