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    Manager and Employee Self-service

    I am looking to connect with companies that use some form of Manager and/or Employee self-service in PeopleSoft HCM.  My company, Portland General Electric, will be moving to 9.2 in Q2 next year and we are looking to find some best practices in this arena.

    Regards!

    Gary

    Hi, Gary.

    We use both Manager and Employee self-service in HCM and are already on 9.2.  I don't know that I can help with best practices, but I would be willing to discuss what we are doing.

    Michelle

    Michelle,

    What I am interested in hearing about is (for both Manager and employee):

    1 - What do you include as available actions in self-service?

    2 - How successful has self service been for your organization?

    3 - What issues did you face in implementing self-service?

    4 - How difficult was the change management effort when you implemented self service?

    5 - How well has it been adopted/accepted by your users?

    I am happy to either talk through these or let you respond on this forum.

    Any feedback would be greatly appreciated.

    Gary

    Gary,

    I've answered your questions below.  I hope it helps.  I have also messaged you my contact information if you need more details.

    Michelle

    1 - What do you include as available actions in self-service?

    Employee:

    • Personal Information – Including Address, Phone, Email, Emergency Contacts, Name, Veteran Status, and Disability

    • Payroll and Compensation – Including Paycheck, Paycheck Modeler, Voluntary Deductions, Direct Deposit, Compensation History, Total Compensation, W-4, and W-2.

    • Benefits – Including Benefit Summaries, Dependent and Beneficiary information, Life Events, Confirmation Statement and Benefits Enrollment.

    • Recruiting – Including Careers

    • Time and Labor – Including Web Clock and TimeSheet, and View Time information.

    Manager:

    • Job and Personal Information – Including View Employee Personal Info, Transfer Employee, Promote Employee, Request Location Change, Change Full/Part Time Status, and Terminate Employee.

    • Compensation – Including Request Ad Hoc Salary Change, and View Comp History.

    • Time and Labor – Including Approvals, Time Reporting, and Viewing Time.

    • Reporting – We have several reports that managers can run and access through Report Manager.

    • Managers have self-service through Recruiting, but this is not accessing pages located under Manager Self Service.

    2 - How successful has self service been for your organization?

    It has been very successful.  It isn’t perfect, and there are issues from time to time, but it has cut back on a lot of paper and seems to flow nicely.  Since moving to Guided Self-Service in 9.2, the Manager Self-Service transactions have been much easier, with fewer errors and less confusion.

    3 - What issues did you face in implementing self-service?

    I think the biggest issue was training and making sure that everyone understood where to go and what to do.  We had added external links to training documentation from within PeopleSoft to assist with this.  We also had a lot of communication.

    There were some process changes that needed to occur in order to take advantage of self-service, and working through those was a challenge.  The Approval processes with AWE are extremely flexible, but getting them to work as expected isn’t always easy.  In some cases, it took some real creativity to get things to work as we needed.

    4 - How difficult was the change management effort when you implemented self service?

    Not terribly difficult because we initially rolled out the first phase of self-service in 2006.  We are a technology company, so it made sense to go that direction.  Over time, we have rolled out more and more self-service options as they have become available and the delivered transactions have improved, as well, making them even easier to use.   Fortunately for us, the incremental changes probably made it easier than a big bang implementation, but communication was definitely the key.

    5 - How well has it been adopted/accepted by your users?

    We’ve been using it for years now, and it has been accepted as the way we do things now.  Very few things require actual paper anymore, and while transactions CAN be done with paper, it’s rare that anyone submits them that way.

    Michelle,

    Thank you for your detailed reply.  It is very helpful to get this level of a response.

    As we work through this effort I may reach out with some specific questions.

    Gary

     

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