HIUG Interact 2012 Conference presentation on benefits realized using the Paperless PeopleSoft Employee Onboarding solution by Smart ERP Solutions. With rapid growth, operational efficiencies and improved experience for new-hires as drivers the employee onboarding process is automated eliminating paper forms and increasing visibility/accountability.

1. Automating PS HR Processes
and Eliminating Paper Forms
Session #12096
June 17-20, 2012
Interact 2012
Orlando, Florida

2. Speaker Info
 Dan White
 Vice President, Product Strategy
 Smart ERP Solutions
 Dan.w@smarterp.com
 Sorry, Doris couldn’t make it!
 CEO, Smart ERP Solutions
 Doris.w@smarterp.com
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3. About SmartERP
•Provider of pre-packaged, release-independent PeopleSoft solutions:
–Extend PeopleSoft functionality and improve ROI
–Highly configurable – tailored to YOUR business requirements
–Architected and designed “add-on” solutions
–Minimal upgrade impact
–No customizations
–Leverage existing PeopleSoft features
–Seamless integration with PeopleSoft applications
–Lower total cost of ownership
•Rapid implementation & deployment
•Deep PeopleSoft product knowledge and experience
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4. Agenda/Contents
 The Challenge
 Paperless PeopleSoft HR Processes
 Onboarding
 Personnel Actions
 Q&A
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5. Replace with Electronic Forms
Still Using Paper Processes?
Poor User Experience
Time Consuming 5
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6. Replace with Electronic Forms
Still Using Paper Processes?
Streamlined, online process Online Admin Tools, Status Reports
Online forms, eSignature Reduced Admin Time & Effort 6
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7. Automate Streamline Simplify
Paperless Business Processes
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8. Opportunities for Automation in HR
Onboarding and Offboarding
Personnel Action Requests
Annual Performance Reviews
Open Enrollment
Certifications
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9. Use Case #1:
Onboarding New Hires
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10. Before Smart After Smart
Onboarding Onboarding
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11. Sample Onboarding Content
• Welcome, Company, Management, People,
Company Info Culture
Compliance • I9, W4, State Withholding
Payroll • Direct Deposit, Pay Options
Agreements and • Confidentiality, Code of Ethics, Information
Policies Security Policy, Insider Trading
Benefits • Plan Information, Self Service Enrollment
Surveys • Onboarding, 3 Days, 45 Days Feedback
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12. Benefits of Automated Onboarding
Improved day one Streamline
new employee administrative
readiness activities
Reduced soft and Improve HR
hard onboarding
costs Productivity
Provide visibility
Increased
employee morale into Onboarding
activities 15
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13. EMPLOYEE ONBOARDING
WELCOME
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14. EMPLOYEE ONBOARDING
SMART ERP POLICIES
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15. EMPLOYEE ONBOARDING
HR ADMINISTRATOR DASHBOARD WITH
SMART ENTERPRISE ANALYTICS
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16. SMART ELECTRONIC FORMS
AT WILL AGREEMENT
Online
Form with
eSignature
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17. SMART ELECTRONIC FORMS
ACKNOWLEDGEMENTS / SIGNATURES
The Paper
Form
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18. Video Demos:
Smart Onboarding
eVerify
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19. Use Case #2:
Solano County Automates
Personnel Action Forms
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20. Project Goals
Improve HR Processes by replacing paper-
based personnel actions forms with
automated online processes
Replace costly, time-consuming, manual paper
personnel transaction forms with automated,
streamlined online processes
Eliminate redundant data entry and improve
accuracy
Improve effectiveness and reduce cycle times
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21. Challenges
• Business rules and processes differed across
departments
• Decentralized departments across County
• Required seamless integration to PeopleSoft
eliminated ability to use generic forms solution
• Tight budget constraints
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22. “. . . countywide, departments
and HR process approximately
5,400 PAF per year. . . Staff
estimates a 300% ROI for this
project in its first full year.”
Solano County Department of HR
Recommendation to Board of Supervisors
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23. Benefits of Smart Personnel Transactions
at Solano County
• End to end HR processes automated and streamlined
• Automated approvals and seamless updating of
PeopleSoft Job data
• Enhanced visibility and accountability of transactions
• Improved effectiveness
• Dramatically reduced cycle times
Automated Streamlined Simplified 27
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24. Smart Personnel Transactions
Manager
Personnel External Form Self-
Action Forms Source Service
Online Smart Personnel Action Request
Electronic Workflow Approval Routing
Automated PeopleSoft Employee Data Updates
Electronic Record Retention and Audit Trail
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25. Smart Personnel Transactions Demo
• Electronic Transaction Request
• Promotion with Pay Rate Change
• Completed via Manager Self Service
• Configurable Workflow Approval – 4 approvals required
• Smart Personnel Transaction Processing
• Automatically validates and populates employee data
• Correctly updates PeopleSoft data rows
• Creates audit trail
• Retains record of transaction and approvals
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26. Video Demo:
Smart Personnel Transactions
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27. Questions?
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28. Contacts
 Dan White
 Vice President, Product Strategy
 SmartERP Solutions
 E-mail: dan.w@smarterp.com
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