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Waiting to hear how the ELM presentation went for Mark and Diane.  I am sure it was great and I feel very fortunate to have been a part of the Water Management District Team.  Ciber should recognize Mark for his outstanding contributions to the ELM implementation as he was instrumental in the success of this implementation.

This weeks airplane book was “Shut Up, Stop Whining, & Get a Life” by Larry Winget.  Larry is referred to as the Pitbull of Personal Development and has a very direct approach.  “What you think about, talk about, and do something about is what comes about.”  His recommendation is “when it quits being fun, quit.”  How many of us stay in consulting engagements that are not fun, not challenging and downright dull?  Having grown up with American Indians in the Dakotas I found the inital quote very dear to my heart.  The quote has the spiritual quality that American Indians bring to many facets of life.  The quote was from Cochise, a Chiricahua Chief who stated ” You must speak straight so that your words may go as sunlight into our hearts. ” 

Larry provides insight into many areas including relationships, business, health, fitness and many aspects of living.  He asks a series of questions at the end that you might aske yourself and then determine if you are successful.  The questions are:

“Am I happy?

Am I healthy?

Am I serving?

Am I loving?

Am I learning?

Am I having fun?

Am I doing something I enjoy?

Am I prosperous?”

This is just a brief overview of the book and I would recommend it as a book with good advice and some controversy.

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I am always amazed when I hear someone say, we don’t have time to plan we just want to get to the results.  I think clients are often frustrated with planning because consultants have used planning to use reams of paper and loads of time developing documents that are never used after the initial stage of the project.  The heavier the document, the more successful the project right?  Planning doesn’t always entail documentation to max.  However, if you aim at nothing….you will definately hit it.  You must aim at the result you are seeking to achieve and planning helps identify that result.  What many clients don’t realize is something can be done quickly if it is well planned.  Training programs are often part of an implementation that are developed quickly, some are effective, some are not.  The ones that are successful are those that are well planned and meet the needs of the client.  They can also be completed quickly if you have a method to follow.  We think of methodology in terms of implementations, but methodology has the root method which applies to every aspect of a project we undertake be it implementation, testing, training, or development.  There is an old Japanese proverb that I think of whenever I hear that planning is not important: ” When you’re dying of thirst, it is too late to think of digging a well.”  Don’t get to where you are dying of thirst in any aspect of your undertakings.  Plan and you can achieve results quickly.  Eliminate the reams of paper but don’t eliminate the planning.

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What are organizations looking for today in terms of training and knowledge transfer? There are so many areas to look at from the viewpoint of the customer, stakeholders, management and end users. How can an organization best meet the needs of each contingency? It is important to provide the right tools for learning and training. One of those tools from PeopleSoft is the UPK. This is a tool that will help encourage employees to learn skills to handle their day to day jobs. It will also instill the business process of the organization.

What is the value to a Manager?

They can help individual employees determine career development directions, develop succession strategies and help the organization deal with, and understand Change.

What is the value to an Employee?

It helps them understand the organizational culture and the business processes. They can also identify the responsibilities inherent in each organizational role. They have opportunities to learn and apply skills in a variety of venues which address the needs of the auditory, visual or kinesthetic learner.

Organizations will need metrics to identify the quality, timeliness, cost and learning effectiveness of their training programs. Have you develop a skill assessment for your training program? Can you explain how training relates directly to your organizational culture and the vision of the organization? And finally, are you looking at training through new eyes taking advantage of all technologies and learning venues?

Think these concepts through as you prepare for end user, or project team training within your organization.

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Implementations come in many different flavors.  Consultants exchange templates and information to help with implementations.  If you are one of those consultants who is a “team player” and often helps others, you may find the ebook “PeopleSoft Tips, Tricks, and Templates worth the investment.  This is a compilation of several templates that have been gathered from consultants working on actual implementations.  The book can be purchased at the website Chahinkapa.com.  The book will continue to expand as consultants send examples.  If you have templates that you think are super and they are not copyright protected, feel free to send them to chahinkapa@gmail.com and they will be evaluated for inclusion in future publications.  If your template is included, we give you a free copy of the book and include your name in the credits.

The market seems to be coming back with several public sector opportunities.  DIMHRS continues to provide opportunities for testing and the commercial sector is looking toward upgrades and optimizations.  Let us know about your implementations and how you are viewing the future market for PeopleSoft.

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Tropical Storm Fay is at our door and  I am sure she is having an effect on consulting travel.  One of my consulting friends had to drive from Atlanta to Florida due to significant flight delays in Atlanta.  The drive was a bit hazardous with wind, rain, hydoplaning cars and bridge closings.  He did make it home only to find rubble and trees down in the yard.  Whenever someone tells you that consulting is an easy job, remember what travel is Really like!!

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Contacts with many consultants indicate an increased interest in Enterprise Learning Management, Absence Management and upgrades to 9.0.  All of the consultants seem happy with the 9.0 changes and many are into testing phases of their implementations.  Training is going on in many of the government sectors and test scripts are being frantically written on some projects.  A good place to look for test scripts is the UPK.  It provides an excellent starting point for testing and they can be easily adapted to your projects.  Give us your thoughts on 9.0, other PeopleSoft tips or tricks and “the lives of the traveling consultant.”

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Consultantshave called this week with questions regarding how to respond to RFP’s when they ask for specifics about conversion.  At a high level, the critical data elements are determined, mapped, converison scripts written, conversion run and tested.  So what would be each individual step?  Next time you run through conversion document the steps and post them as a comment for all of us.

The second question was around variable comp and formulas.  If you have any standard formulas that you may be using on an implementation, I know a consultant who would appreciate some help.

So what projects are back in play and what old standards continue.  I’ve heard DIMHRS is into testing and continues to continue.  Lot’s of organizations looking at upgrades to 9.0 but making a decision to move forward is often a slow process.

Please feel free to comment and watch as we add eBooks and other interesting information to the blog. 

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This may not be a complete list but I thought it might be a valuable list for those of you working on 8.9 to 9 upgrades.  It is a nice summary of some of the enhancements to PeopleSoft.  I am trying to keep the blog posts on this site simple, with simple functional information that may be valuable for consultants working on upgrades or implementations.

Human Resources Enhancements

Function

8.9

9.0

Summary of Progression

General

New Person Model: Supports tracking employees, contingent workers, and persons of interest. Personal data is stored once, no matter the change of relationship with the organization.

Profile Management replaces Competency Management:

- robust tools to define and maintain job attributes

- tight integration across Talent Management modules

Configurable Actions/Reasons

Person Model Enhancements:

- Contingent Worker subcontracts

- badge and security access tracking

- contract expirations

- delete employment instances

- pay Persons of Interest

New Payroll Status field in addition to HR Status

Mass Update Enhancements

Company-configurable search and results to prevent duplicate persons.

Flexible Security Configurations:

- flexible field row-level security

- assign row-level by role

- faster fast views

- future-row access

Configurable Salary Matrices

Labor Agreement Functionality:

- layoffs, recalls, tie-breakers

Administer Workforce

Absence System field on Job Data

Smart Hire:

- Template-based configuration of hiring function that speeds data entry, reduces errors, and supports centralized and decentralized hiring.

- Streamlined, automated, and configurable processes to align with organizational requirements.

- Continued advancement in adaptability to the dynamic and global workforce (Person Model, Position Mgmt, SmartHire) and ever-changing regulatory requirements.

Wage Progression field on Salary Plan

Workflow-enabled tools to collect and store I-9 related information and expiration


Talent Management Enhancements

Function

8.9

9.0

Summary of Capabilities

Profile Management

Profile Management replaces “Manage Competencies”, and allows the organization to maintain standardized attributes

Fully integrated, standardized, self-service enabled framework to manage and assess attributes for success in organizational roles. Profiles are used throughout Planning, Recruiting, Development, and Performance modules. Person profiles are assigned to individuals, while non-person profiles are assigned to organizational roles at multiple levels.

**Formerly”Manage Competencies”

New Content Catalog is a flexible framework that defines and tracks job and person profile attributes

Job Profiles can be assigned at multiple levels

Profiles can be copied and cloned

Multifaceted Self-Service Options

Configurable Workflow

Talent Acquisition

Significantly redesigned and repackaged as Talent Acquisition Manager

In addition to current batch process of recruitment letters, interview and offers letters can be generated, edited online and printed immediately.

Advanced applicant tracking system designed to automate and streamline the recruiting process from the applicant, hiring manager, and recruiter roles. Configurable processes, workflow and approvals, powerful search capabilities, and 3rd party integration,

** Formerly Recruit Workforce and eRecruit Manager Desktop

Configurable Text Catalog

Letter content in Contact Notes automatically generated each time letter generation is utilized.

Recruiting Installation Table

Interview Notes with attachments are available.

Recruiting Locations

Enhanced Recruiting templates

Configurable Application Sites

Enhanced Approval Processing

Open Integration Framework that enables integration with Resume Extractor, Staffing Suppliers, and Background Screen Providers

Streamlined Application

Candidate Gateway:

- Enhanced Search

- Multiple Applications Per Day

- Job Basket Retained

- Use Prior Applications

360 Degree views of openings and applicants

Enhanced Referral Sources

Enhanced Contact Management

Improved Applicant Lists

Support for Dynamic Recruiting Teams

ePerformance

Dual-Manager Input

Real-time integration with Learning Management

Fully integrated and interactive Performance Management solution. Support for document creating, editing, and administration, multiple raters, third party integration, writing tools, workflow, and flexible approvals. Fully integrated with Profile Management, eDevelopment, ELM, and Plan Salaries.

Employee and HR initialization

Tightly integrated with Profile Management

Group Build Integration

Expanded goal, rating, and competency descriptions

Template-driven document creation

Configurable Cloning

Multisource/multi-participants functionality (360-degree and multi rater capabilities)

XML Publisher for printing

Clear display of completion steps

Enhanced writing tools

Document Deletion

Improved Administrative Functions


Self-Service Enhancements

Function

8.9

9.0

Summary of Capabilities

eCompensation Manager Desktop

eDevelopment (Employee)

Full Integration with Profile Management

eDevelopment (Manager)

Full Integration with Profile Management

ePerformance (Employee)

Initiate Performance Process

Integrated with Learning Management to view completed and planned learning

Modify Performance Criteria

Provide Peer Evaluation

Nominate/Track/View Participant feedback

Review Employee Self-Evaluation, Manager/Mentor Evaluation

Better process visibility

ePerformance (Manager)

Modify Performance Criteria

Integrated with Learning Management to view completed and planned learning

Nominate/Track/View Participant feedback

Review Employee Self-Evaluation, Manager/Mentor Evaluation

Better process visibility

View Summarized Ratings

Delete Documents

Easier Access of Documents

eProfile Manager Desktop

Streamlined Direct Reports Interface

Utilization of Approval Workflow Engine and Delegation Framework

Candidate Gateway Self-Service

Enhanced Search

Multiple Applications Per Day

Job Basket Retained for Future Sessions

Use Prior Applications

Application Configured for completion ease

Recruiting Activities Self-Service (Employee)

Possible Access to Job Opening as “Interested Party”

Interview Notes Attachments

Recruiting Activities Self-Services (Manager)

Enhanced Recruitment Letter Generation

Interview Notes Attachments

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