HR / Payroll Data Migration
Transcript of HR / Payroll Data Migration
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HR / Payroll Data MigrationAligning and Integrating Payroll Systems at Rutgers
Vivian Fernández, Senior Vice President for Human Resources and Organizational Effectiveness
Stephen J. DiPaolo, Financial Project Champion
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Welcome!
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Background
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Rutgers University and UMDNJIntegration
2013
Evaluation of Systems
Strategic Plan
Decision to Integrate Systems
Negotiation of Contracts Completed
HR/Payroll Migration 2016
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University Strategic PlanGuidance for Administrative Systems Transformation
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Source: A Strategic Plan for the New Rutgers, 2014
“Provide best-practice academic and administrative systems
and organizations, backed by updated technology.”
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What is Cornerstone?
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• Administrative Information Systems (AIS) transformation at Rutgers, which consists of:
– HR / Payroll Data Migration (PeopleSoft)
– Budget Planning and Forecasting (Hyperion)
– Financial Management (Oracle Cloud)
– Procurement and Expense Management (SciQuest)
“Transforming the Way We Work at Rutgers”
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Administrative Information SystemsFinancial, Procurement and Human Resources and Payroll Environment
NOTE: HFM (Hyperion Financial Management), HPCM (Hyperion Profitability and Cost Management), DRM (Data Relationship Management), Planning (Hyperion Planning)
Data Warehouse
DataWarehouse(Reporting)
Human Resources and Payroll
PeopleSoft
Budgeting (Hyperion)
HPCMHFM
DRM Planning
Procurement (SciQuest)
ContractCompliance
Accounts PayableDirector
Supplier Manager
Req/OrdManager
SourcingDirector
Oracle Cloud Financials
Procurement
Cash Management
Accounts Payable
Projects & Grants
Accounts Receivable
Oracle General Ledger
Expense
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Project Structure
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ChancellorsSVPsVice
Chancellors/CFOs and Central Units
CFOs fromSchools, Centers, Institutes and
Central Units
School / Unit Representatives
End Users, Testers and Trainers
All Faculty and Staff
Executive Steering Committee
AIS Steering Committee
Business Advisory Group(s)
Subject Matter Experts (SMEs) / Team Members / Functional Representatives
Project Role
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HR/Payroll Migration Roadmap
Where We Started
WhereWe’re Going
Banner
PeopleSoft
Current State Integration (Interim)
One HR System
(PeopleSoft)
Future State
BPR*
*Business Process Review
HCM Cloud(Oracle)
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Benefits of Migration - Business Perspective
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Consolidated Reporting5
Electronic Workflow for Time Entry & Approval4
Streamlined Human Resources Transactions6
Business Process Efficiency2
Moving Away from Paper Timesheets3
University-Wide Integrated Processes1
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Benefits of Migration - Employee Perspective
Unified Functions and Resources
Consolidated Payroll Processes Eliminated Paper Timesheets Aligned Employee Self-Service
Experience Simplified Processes for Multiple
Assignments
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Benefits of Migration - Employee Perspective
Consolidated Payroll Processes
One Database System for Payroll Reporting
Employees will have a Shared Experience
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Benefits of Migration - Employee Perspective
Eliminated Paper Timesheets
Payroll Processed Electronically No Paper Records
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Benefits of Migration - Employee Perspective
Aligned Employee Self-Service Experiences
Absence Reporting is Electronic Manual Process is Eliminated
Access to Real-Time Absence Reporting Information Paid-Time-Off Accruals Automatically
Calculated Rules Provide Automatically
Populated Paid-Time-Off Online Updating of W4 Forms
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Benefits of Migration - Employee Perspective
Simplified Processes for Multiple Assignments
Consistent Second and Third Assignments Processes
History of Past and Present Assignments
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Business Process ChangesStaff and Faculty HR Transactions
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• HR transaction forms used by Banner Units will align with PeopleSoft requirements
• Electronic Personnel Action Form (EPAF) will be eliminated – Streamlined Process
• Salary (labor) distributions will be handled by the unit’s designated commitment accounting staff
What’s Changing?
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HR Transaction ProcessingPaper-Based Transactions to Transition Banner Units to PeopleSoft
Budget Approver
Business Unit
Originator
Budget Approver
Business Units
Human Resources Preparer
Human Resources Approver
Human Capital Management/
Academic Labor Relations
Central HR
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Business Unit
Approver
Business Units
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Business Process ChangesCommitment Accounting
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• Salary (labor) distributions will be entered into PeopleSoft
• Each department will identify a default account to set automatic charging instructions for new employees
• Business administrators will update Employee Charging Instructions (ECI) only if different from the department default account
What’s Changing?
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Commitment Accounting Process Responsibilities
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Commitment Accounting Preparer
Commitment Accounting Approver
Payroll Services
SalaryTransfer
Salary Reallocation
Employee Transactions that Impact a Department’s Budget
Changes to Salary
Allocations
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Business Process ChangesTime Entry & Approval
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• Payable time will be entered, routed and approved electronically, rather than on paper
• Paid time off will be tracked through an electronic Absence Reporting tool in PeopleSoft, rather than on timesheets
What’s Changing?
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Time Entry & Approval Process Responsibilities
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Non-Exempt Hourly Employees – Report all time workedNon-Exempt Salaried Employees – Report Additional Hours Beyond Standard Work Week
*Kronos is only being used by specific departments (i.e. Facilities, Dining, Public Safety)
Employee Time & Labor Preparer
Time & Labor Approver
Central Payroll
Web Clock or Kronos*
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Absence Reporting Process Responsibilities
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All Staff Employees Who Are Eligible for Paid Time Off
Employee / Supervisor
Absence Reporting
Administrator
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http://my.rutgers.edu
myRutgers Portal
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myRutgers Portal
Link to Login
Login using your NetID. You will be logged out automatically after 30 minutes of inactivity.
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NetID Authentication
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myRutgers Portal
Tab to Access Employee Self
Service
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Employee Self Service
Employee Self Service FunctionsUsers can access the following information in their employee file and request changes if needed:
1. Personal Information: Can edit contact information; emergency contacts, home address, telephone number(s), demographic info
2. Payroll and Compensation Information: can edit direct deposit, W-4 deductions, can view W-2 form, tax-withholdings, etc.
3. Benefit Information: can view current benefit selections, absence balances, etc.
Link to PeopleSoft
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PeopleSoft Menu
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What is Web Clock?
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Tracks employee time in and time out, and allows employees to view personal time cards online. Timekeepers can also add and/or adjust time on the timesheet.
Web Clock
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PeopleSoft Menu
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PeopleSoft Menu
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Web Clock
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Web Clock
InMealOut
InMealOut
In
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Web Clock
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PeopleSoft Menu
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Time Entry and Approval
05:00 PM
HREG -- Hours RegularEXHRS -- Extra HoursHOLPY -- Holiday PaySICK -- Banner Sick
HREG -- Hours RegularEXHRS -- Extra Hours
HREG -- Hours Regular
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Bruce Wayne 00001939D. Knight Detect.
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Time Entry and Approval
ZBT005
ZBT005
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Bruce Wayne
Dark Knight Detective
00001939
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Time Entry and Approval
07/28/2016x
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Bruce Wayne
Dark Knight Detective
00001939
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Time Entry and Approval
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Project Status
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Sustain
Transition
DeployTest & TrainBuild
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Design
Business Process MappingInitiate
Go-Live
Sept Oct Nov Dec Jan Feb March April May June July Aug Sept Oct
We Are Here!2015 2016
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Testing Strategy
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Training for all testing participants
The HR/Payroll Banner Migration effort will be thoroughly tested using a phased sequence of activities that will drive toward the critical success factor of Payroll Accuracy after migration.
Business scenarios are exercised to confirm end-users are able to perform
their daily functions before going live
Select Dept. Administrators
User Acceptance Testing
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Executing testing to ensure start-to-end system functionality
works correctly throughout specific
processes for configurations and technical objects
Core Team
System Integration Testing 1
1
Central HR
System Integration Testing 2
Execute testing to ensure start-to-end system functionality works
correctly throughout specific processes for
configurations and technical objects
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Verify that Payroll is calculated accurately
given new configurations, enhancements and customizations by comparing Banner
Payroll with test Payrolls processed in the merged
system (PeopleSoft)
Core Team & Departments
Payroll Parallel Testing
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Course Pathway
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Instructor Led Web-Based/Job Aids
PS101: PeopleSoft Fundamentals: Bridging the Gap from Banner to
PeopleSoftInstructor-Led Training
Prerequisite1 hour
AR010: Absence System Virtual Instructor-Led/Webinar
Video Job Aids 1 hour
ESS010: Employee Self-Service
Web-Based Training & Job Aids20 minutes
TL020: Time Entry and Approval
Instructor-Led Training2.5 hours
CA020: Commitment Accounting
Instructor-Led Training2.5 hours
WC010: Web ClockWeb-Based Training
20 minutes
Instructor Led
Virtual Instructor
Led
Web-BasedKEY:
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Training Update
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Other• Office Hours
• Webex: Absence Reporting
• Web Tutorials: Web Clock, Employee Self Service
Business Unit Training Aug 8 Aug 10 Aug 15• Aug 17• Aug 22• Aug 29• Sept 8 (UCHC)Additional dates in Sept. as needed
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What kind of support will I receive after training?
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Post Go-Live Support Help Desk War Room Video Tutorials Office Hours Training
Office Hours & Open Work Sessions
Email Communications Post-Training Tips Cornerstone Newsletter Other Milestones,
important news, etc.
What to Expect Next
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Business Readiness – Cutoff ScheduleHCM Blog: http://hcmblog.rutgers.edu/index.php/2016/07/14/migration-countdown-has-begun
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As of Date System Activity Activity Date Cutoffs
9/1/2016 Banner & PeopleSoft Accelerated Payrolls begin
9/14/2016 Banner BANNER Centralized Personal Data Input Cutoff Date
9/14/2016 PeopleSoft PeopleSoft Request Submission Cutoff Date
9/23/2016 Banner Self-Service BANNER Self-service Updates9/30/2016 Banner Self-Service BANNER Self-service Review
10/1/2016 Banner & PeopleSoft
Both BANNER and PeopleSoft Systems will be Offline
10/8/2016 PeopleSoft The PeopleSoft System will return to Online Status
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How You Can Be Involved
• Stay Connected
– Cornerstone Website– Roadshows– Newsletters– Treasurer’s Town Hall
• Send questions, suggestions and feedback to: [email protected]
• Reach out to a Business Advisory or School/ Unit Representative Group member
– Visit Cornerstone for contacts
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cornerstone.rutgers.edu
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Additional Resources• RIAS Website and Learning Resources
– http://rias.rutgers.edu• My Rutgers Portal
– http://my.rutgers.edu
• Rutgers Payroll Services Website– http://payroll.rutgers.edu
• Rutgers University Human Resources (UHR) Website– http://uhr.rutgers.edu
• UHR Website – HR Definitions– http://uhr.rutgers.edu/glossary
• HCM Blog Website– http://hcmblog.rutgers.edu
• Cornerstone Projects Website– http://cornerstone.rutgers.edu
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