1. Faster Results with JD Edwards EnterpriseOne
Human Capital Management Workflow Automation
James Hoal – Sales Consulting

2. JD Edwards EnterpriseOne
Workflow Engine does not cut it!

3. JD Edwards Workflow Engine is a Powerful Flexible
Tool that has many capabilities that can be used
in deploying Self Service Automation for HCM

4. What Can Workflow Do For You?
• Engage with the employees and line managers
• Simplify the recruiting and onboarding process
• Streamline Employee Management Transactions
• Reduce the cost of HR Transactions

5. Impact: Increase Productivity and Contain Costs
(CedarCrestone Study 2009)
Cut HR costs while identifying and developing the talent that is
most important to the success of your business
Actions You Can Take Immediately
• Deploy employee and manager self-service to
Automate Service workforce
Delivery • Increase service delivery efficiencies
• Model your workforce with profiles
Identify & Segment • Use performance reviews to identify both key and
Talent poor performers
• Reward performance appropriately
• Create a clear value proposition to motivate and
Engage the retain current employees
Workforce • Actively engage high-performers in addressing
issues presented by the crisis
Develop Future • Build your future workforce from existing talent
Leaders • Provide them with ongoing learning opportunities

6. Impact: Increase Productivity and Contain Costs
(CedarCrestone Study 2009)
Sources of Benefit from Increasing Productivity and Containing Costs
Action Benefit Area Percentage Improvement
Automate • Workforce service delivery • 90% less HR printing and distribution
service
costs
delivery
• 50% less payroll processing fees
• 80% benefits enrollment fees
Identify and • Competency and profile • 80% less HR administrative time to
Segment management support performance review/appraisal
Talent • Performance Management • 33 times higher operating income
growth
Engage the • Workforce • 5 times higher operating income
Workforce Communications growth
• 46% fewer high performer separations
Develop Future • Learning management • 44 times higher operating income
Leaders system growth
• 41% productivity improvement in
workforce development staff

7. More Importantly
• Allow HR & Payroll staff to focus
on more important activities
• Minimise employee frustration
• Do more with less, reduce
unnesesary tasks and avoid costly
errors

8. Self Service Overview
Key Features by Role
Employees
– View and update personal information such as current address, contact, and
emergency contact information
– Enter timecards, leave applications, review leave balances
– Complete self-appraisals for performance reviews
– View and maintain skills and competencies
– Review and print payslips
– Manage auto-deposit instructions
– Search job postings, apply for jobs (eRecruit)
Managers
– Review and approve timecards and leave requests
– Maintain workforce information, employee compensation
– Create Employee Checklists for new employees with automated workflow
messages to responsible parties
– Create performance appraisals, employee development plans
– Review and maintain employee skills and competencies
– Print reports on headcount, turnover, skills gap analysis, Org charts

9. Sample Delivered Portlets

10. Employee Profile - Overview
Employee Name/Address Director
Employee Profile Portlet
Employee Profile and Job Information (P060116)

11. Name and Address Change - Overview
My Profile Portlet
“Moving” Event Process Flow

12. Self Service Directors
• Create Self Service Process Flow
Scripts
• Configure Director Forms using
the Processing Options
• Create specific Messages

13. Leave Request - Overview
Leave Portlet
Leave Director
(P07620)
Leave Balances Application (P053020)

14. Verification of Employment - Overview
Payroll Portlet
Verification of Employment (P05003 - ZJDE0001)

15. Self Service Time Entry - Overview
Time Entry Portlet Summary Time Entry
Configurable Text
Daily Time Entry
Time Entry Director

16. On-line Performance Appraisals

17. On-Line Competency Management

18. On-Line Payslips

19. <Insert Picture Here>
Modified Examples

20. Auto Bank Deposits Overview
Example of a Modified Process
Created new entry screen to give the employee instructions on how to use the direct deposit application.

21. Auto Bank Process (Modified)
Standard
Revise
Automatic
Deposit
Instruction
–
P055011
Added
New
Con*irmation
Screen
to
submit
changes

22. Manager Change Requests (Modified)

23. <Insert Picture Here>
New Hire Checklist

24. New Hire Checklist
Bring new employees onboard faster, with less
frustration
• Productive employees in less time
• Start employee-company relationship off right
• Control distribution of company property

25. New Hire Checklist
Process Flow
Work Order Desk Request
Mobile Phone Request
New Employee
Setup Rules
Email
New Employee Computer Request
Setup Optional Process
Approval
Account Setup
Network Access

26. New Hire Checklist
Default Job-Task Association
Task Types
Name Badge
Job Laptop
Credit Card
Sub Class
American Express
Sales Rep Phone
Office Key
Sub Class (rank)
Visa
Location A (Syd) Location B (Melb) Location n…
Recipient Recipient Recipient
Approver Approver Approver
Report Report Report
Based On Date Based On Date Based On Date
Duration Duration Duration

27. New Hire Checklist
Key Features
• Approvals can be required at the process and task
level
• Define variations of a single task (e.g., laptop versus
desktop PC)
• Multiple-task trigger options
• Route notifications based on up to 10 employee
location fields
• Associate tasks to jobs, or select individual tasks

28. New Hire Checklist
Implementation Recommendations
• Start small…
• Create a minimal set of commonly needed, high value tasks
• …then expand
• Associate tasks to key jobs that require complex setup, or
have a high impact to productivity/employee satisfaction
• Configure to your business
• Adjust workflows and messages to your specific needs

29. <Insert Picture Here>
Termination Workflows

30. Terminations Workflow
• Ensure termination process is thorough and timely to
reduce financial loss, minimise risk, and enhance last
impressions
• The Termination Workflow is a collection of nine
individual workflows that allow you to:
• Pay unpaid leave
• Ensure employee debts are repaid
• Ensure company property is reclaimed
• Notify key parties of required tasks

31. Terminations Workflow
Terminate
Employee
Notify
Manager
Superannuation
administrators
Workflow
Engine
• Create timecards for
unpaid Leave
• Create DBA ledger
record for declining
balances owed
Company Notify IT, HR,
Property Report Payroll

32. <Insert Picture Here>
Understanding Workflows

33. What is Workflow
• Workflow is a strategy for automating business
processes. It is the effective application of technology
to business process.
• Workflow is the flow of information through an
organisation at a controlled and managed pace.

34. Anatomy of a Workflow Process
Initiated by
trigger / request
Actions /
Notifications
Approvals

35. Steps for Creating a Basic Workflow in HCM
1. Add the Distribution List
2. Create Message in Data Dictionary
3. Create Workflow Process in OMW
4. Add the Key Data and Additional Data
5. Add the Notify activity with parameters to pull in the
DD message.
6. Add the Workflow to the Program

36. Managing Workflows
• Created and managed
in the Object
management
Workbench (OMW)

37. Create
Distribution
List
Create
a
specific
Distribu/on
Lists
using
Address
Book
Type
=
M

38. Work
with
Distribution
Lists
(P02150)
• Create
specific
Parent
Child
Rela/onships.
• Use
the
structure
type
“WFS”

39. Work:low
Distribution
List
Functionality
Escala/on
Hours
-­‐
#
of
hours
before
Threshold
Values
–
Ability
to
workflow
is
escalated
to
the
next
level
manage
approvals
for
certain
if
not
approved.
limits
(Salary
increases)

40. Editing Workflows – Conditional Paths

41. Editing Workflows - Messages

42. Adding
the
Work:low
to
the
Application

43. <Insert Picture Here>
Example Workflow

44. Standard JDE Status Change Workflow

45. Modified Status Change Workflow
Extra Conditions Added

46. Workflow Housekeeping Tasks
• Purge Completed Tasks
• Purge Completed Processes
• View & Manage Errors

47. Process Task Monitoring

48. Delivered JD Edwards EnterpriseOne HCM Workflows
Sample
ADDBANKTRA
Add Bank Transit Number
BENAPPRV
Benefits Approval
COBRA 1
COBRA Letter
EEMAST1
Email Salary Change Approval Process
EESETUP01
Employee Setup Approval
EESTSCHG 1
Employee Status Change
EESUTSK01
Employee Setup Task
PTOREQ 1
Paid Time Off Request
REQAPPRVL 1
Requisition Approval
REVIEWRMD 1
Employee Review Reminder Workflow
TERMINATION
Termination Workflows (various)
UPDTEMPAUT
Update Employee Auto Deposit Instruction
VOEREQUEST
Verification of Employment Request

49. Key Takeaways
• Delivered workflows serve as a solid
foundation
• Extensible and flexible to
accommodate specific needs
• Rule-based design
• Tangible financial benefit to
implementing workflows

50. Recommendations
• Roll out with a soft go-live
• It’s O.K. to roll out ‘View Only’ to start
• Look for applications to eliminate phone calls and
provide the biggest bang for your buck!

51. Key Benefits
• Automate Key Processes
• Provide for consistent and More
standardised processing
• Eliminate User Errors (Lost/Input)
• Decrease Processing Time
• Automatic Record Updating in JDE
• Maintain Approval History

52. Additional Resources
Email
James.hoal@oracle.com
Oracle University
Free online training for HCM Self Service (“New Employee Checklist”)
Documentation
http://www.oracle.com/technology/documentation/jdedent.html

53. Q+A
Q
&
A