Slide 1: March 2008 1 HE v.9 Upgrade
Human Resource Management System (HRMS)
HRMS UL Meeting
March 21, 2008
HE v.9 Upgrade Topics : HE v.9 Upgrade Topics Tentative Upgrade Window
Training & Support Resources
HR Upgrade Change Summary
Reporting Impacts
Communications
Unit Liaison Action Item:
Share information with units March 2008 2
Tentative Upgrade Window : March 2008 3 Tentative Upgrade Window Tentative upgrade service interruption (HEPROD):
5pm, Thursday, 6/5/08, to 7am, Monday, 6/9/08
HEODS, U-M Data Warehouse, & My LINC available during upgrade weekend.
Training & Support Resources : Training & Support Resources Version 9 training & documentation available May 5
An eLearning course highlighting the changes to HRMS & SA M-Pathways system
Overview of Change documents for HRMS & SA M-Pathways system and HRMS & SA data sets
Demonstration simulations for Student Center, Faculty Center, Student Services Center & others
Interchanges/Webcasts highlighting key specific changes (i.e. person model)
U-M Data Warehouse labs to assist with BusinessObjects user reports March 2008 4
Training & Support Resources : Training & Support Resources Current SA and HRMS training and documentation updated to v.9 in phases.
Phase 1 complete by June 9
42 out of 79 HRMS & SA instructor-led & eLearning courses
Over 1000 documents
Phase 2 complete by September 30
Remaining courses and documents
My LINC will be available during the upgrade outage. March 2008 5
HR Upgrade Change Summary : HR Upgrade Change Summary Person model
Pay rate change
Workforce job summary page
Preferred names
Market table
Table and field changes March 2008 6
Person Model : Person Model The person model is a delivered feature in V9 which is required to implement
Person Model is a term to describe the information that is tracked about a person
Names
Addresses
The relationship(s) the person has to the organization March 2008 7
Person Model - continued : Person Model - continued Organizational Relationships – the relationships an individual can have with the organization
Employee
Employed and paid by your organization
Person of Interest (POI)
A non-employee who is not part of the workforce
Can have job data rows (department association)
POI Types:
Student Refund
COBRA
Student Benefits
Survivor
Other Payee
Future Hire
Non Resident Alien
Campus Solutions
Contingent Worker
A non-employee who is part of the workforce
May work under the terms of a contract (consultant/contractor)
The use of this will require processes to be defined for adding and maintaining this information. March 2008 8
Employment Record Number (ER#) : Employment Record Number (ER#) Examples of current ER# ranges:
ER# 0-29 = regular employee
ER# 30-44 = temporary employee
ER# 45-59 = Temporary Staffing Services employee
ER# 60 = Athletic payments
The person model framework allows us to move away from ER# logic with organizational relationships and delivered fields
Do not need a “cheat sheet” for ER#’s and simplifies reporting by using delivered PeopleSoft fields March 2008 9
Person Model Logic Changes : Person Model Logic Changes Regular Employees
OLD: empl_rcd < 30 and deptid not 677440
NEW: per_org = 'EMP‘ and reg_temp = 'R’
Temporary and Regular Employees
OLD: empl_rcd < 60
NEW: per_org = 'EMP‘
NOTE: Examples are for Job Table March 2008 10
Workforce Job Summary Page : Workforce Job Summary Page This is a new delivered page and will be available for units and central offices to view the “person”.
Navigation Workforce Administration – Job Information – Review Job Information – Workforce Job Summary
Grid – sorts and download to Excel March 2008 11
Pay Rate Change : Pay Rate Change Replaces the existing Merit process (and much more…)
On-line process with immediate results
Eliminates overnight results processing
Eliminates the FTP process
Similar to the supervisor ID and graduate care fellowship load processes using attach file functionality
Additional flexibility for units to add pay transactions during the year
Allows for correcting mistakes
A new role, HR PAY RATE CHANGE UPDATER, will be created and M1 approval needed
Allows for adding multiple pay reasons on the same day using sequence numbers March 2008 12
Pay Rate Change – Reporting Impacts : Pay Rate Change – Reporting Impacts Eff Date Action Reason Seq Amt
9/1/2008 Pay Merit 0 $1,000
9/1/2008 Pay Market 1 $500
Improves data available for reporting and
business intelligence. March 2008 13
Preferred Names : Preferred Names Changes with the upgrade:
View Appointment self-service page
Submittal Forms, Manager Desktop, Administrator Desktop, Quick View
The Job Data “UM Job Data” tab will display both names
Available in the data warehouse
Current uses which are not changing w/upgrade:
X500 or on-line directory
A view M_CC_ORDRNAM_VW will return a preferred name if one exists else return the legal name March 2008 14
Market Table : Market Table PeopleSoft delivered a market table in V9 which allows us to replace our custom market table and implement the delivered market table
Provides flexibility for units to have their own market pay rates for jobcodes
Compensation will determine when this functionality will be rolled out
Reduces PeopleSoft modifications March 2008 15
HEODS/PROD Table Changes : HEODS/PROD Table Changes Per_org added to Job and Employees tables
Poi_type added to Job table
Market table changes to support the new PS delivered table March 2008 16
Data Warehouse Table/Field : Data Warehouse Table/Field The existing Name field on the Personal_data table will be preferred name
A new field, primary_name on the Personal_data table will be the legal name
Per_org and poi_type fields added to Job table
Market table changes to support the new PS delivered table March 2008 17
Report Impacts : March 2008 18 Report Impacts Vista Plus will be retired. Reports previously viewed with Vista Plus will be available through Report Manager or the U-M Data Warehouse
The upgrade requires changes to some table and field structures. These changes affect some reports in some:
U-M Data Warehouse data sets
PS Queries
RDAs
Interfaces
Report Impacts : Report Impacts RDAs & Interfaces
MAIS has identified impacts for RDAs and interfaces
MAIS has contacted RDA and interface owners and will assist units as they update RDAs and interfaces after the upgrade March 2008 19
Report Impacts : Report Impacts U-M Data Warehouse
UM-Maintained reports
MAIS will update and test all affected reports
User reports
WebI users will need to update their own user reports after the upgrade in June
Data set refresh/update schedule and other important information will be communicated in May March 2008 20
Report Impacts : PS Query–General
A reference document for Query users available in May.
Queries in the upgraded system will operate the same as queries in the current FIN M-Pathways system. March 2008 21 Report Impacts
Report Impacts : March 2008 22 Report Impacts Public PS Queries
MAIS will convert and test all public queries.
Private PS Queries (very few users have this access)
Users need to update their own private queries after the upgrade.
Queries created or modified after 5/19/08 (tentatively) will not be moved to v.9.
Users will receive communications in April with dates and details.
Communications : March 2008 23 Communications Communications have begun and are targeted to audience type:
Unit Liaisons & Administrators
M-Pathways operational users
Students
Faculty
Ongoing info available on the MAIS Web
http://www.mais.umich.edu/upgrades/he_upgrade.html
UL Action: Encourage users to visit the site for info
Communications : March 2008 24 Communications
Communications : Communications March 2008 25
Questions? : March 2008 26 Questions?