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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | PeopleSoft HCM Update and Roadmap Julie Alonso Product Management Director Oracle @PeopleSoftHCM 1 Oracle Confidential – Event Use Only

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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft HCM Update and Roadmap

Julie Alonso Product Management Director Oracle @PeopleSoftHCM

1 Oracle Confidential – Event Use Only

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

2 Oracle Confidential – Event Use Only

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PeopleSoft HR Today is…

3

Flexible, Easy to Deploy and Maintain

Powerful Self Service

Simple and Easy to Use

Robust HR Functionality

Oracle Confidential – Event Use Only

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Apple’s Innovative iPhone Technology

My First Eye Phone My Daughter Olivia’s First iPhone My Daughter Sophia’s First iPhone

4 Oracle Confidential – Event Use Only

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PeopleSoft’s HCM Innovative Technology

PeopleSoft 7.6 PeopleSoft 8.0 PeopleSoft 9.2

5 Oracle Confidential – Event Use Only

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 6

Fluid HCM Functionality EMPLOYEE Self-Service

• Personal Details

• Photo • Addresses • Contact Details • Marital Status • Name • Ethnic Group • Emergency Contacts • Birth Information & Start Date

• Time Entry and Absences

• Report Daily & Weekly Time • Elapsed and Punch Time • Payable Time • Absence Request with Forecasting • Absence History • View Current Absence Balances

• Pay Advice / Pay Slip for Payroll

(U.S. & Global)

• Talent Profile

• Competencies • Responsibilities • Qualifications, Honors, Licenses • Education & Degrees • Vocational Qualifications • Project Assignments & Updates • Worn Military Rank • Mobility Preferences

• Company Directory

• Keyword Search & Facets • Org Chart Viewer • Favorites & Recently Viewed • Peers & Direct Reports • Job Details • About Me

• Benefits Summary

• Candidate Gateway • Apply for Job • Upload Resume

• Learning Enrollment

• Current Learning • Learning History • Launch Online Learning

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 7

MANAGER Self-Service • My Team

• Directs and Indirects • Team Summary List & Card View • Performance Ratings • Salary Information • Leave Balances

• Guided Self-Service

• Promotion • Transfer • Reporting Change • Location Change • Full-time/Part-time Change • Retirement • Termination • Ad Hoc Salary Change • Team Salary Analytic

• Hiring Manager’s Open Jobs Summary

• Transaction Approvals

• View By Filters • Summary Information • Transaction Details • Approve, Deny, Pushback

• Team Time Entry & Absences

• Request Absence for Employees • View Employee Absence Balances &

History • Manage Time Entry Exceptions • Reporting Locations using Oracle Maps • Team Absence Analytics • Workforce Availability

• Learning Management

• Team Learning • Team Compliance

• Team Performance Management

• Performance Document Summary • Performance Document Status Analytic

• Simplified Analytics

• User Defined • Contextual

Fluid HCM Functionality

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | Restricted to event use only. 8

Fluid HCM Functionality ADMINISTRATOR • Navigation Capabilities

• Pivoting • Drilldown Search Results • Filtering & Sorting • Taking Action thru Related

Actions

• Navigation Collections

• Workforce Administrator • Talent Administrator

• Simplified Analytics

• Headcount Profile • Headcount Movement • Performance Status • Case Arrival vs. Case Closure • Case Backlog • First Contact Resolution

Analysis • Time to Close Analysis

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 9

PeopleSoft HCM Customers Deploying Fluid

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft HCM Key New Features & Roadmap

Restricted to event use only.

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Fluid Guided Self Service Put Your Managers in Control with Guided Self-Service

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Guided Self Service provides the ability to:

• ‘Guide’ the Manager through transaction

• Compound Transactions

• Decision Support Docs

• Configurable Solution

Note: Requires PTools 8.54

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• Promote Employee

• Transfer Employee

• Request Ad Hoc Salary Change

• Request Reporting Change

• Request Location Change

• Change Full/Part Time Status

• Retire Employee

• Terminate Employee

Fluid Guided Self Service Manager Self Service Transactions

Oracle Confidential – Event Use Only 12

Delivered Transactions:

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Let’s See It!

13 Oracle Confidential – Event Use Only

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Fluid Guided Self Service Demotion and Leave of Absence – New Transaction

14 Oracle Confidential – Event Use Only

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Fluid Guided Self Service Position Clone – New Transaction

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Ability to Allow Attachments in configurable per Transaction

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Attachments

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Guided Self Service What’s Left

• Multiple Components of Pay

• Multi Select feature

• Delegation Role

• New Job Data and Non-Job Data transactions

• Request FTE/Standard Hours Update

• Request Schedule Update

• Request Position Update

• Request Suspension

• Request Additional Pay

• Request New Position

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You’ve Been Asking Us for a Long Time… Onboarding/Offboarding

18 Oracle Confidential – Event Use Only

• Ability to ‘Guide’ users through Onboarding process

• Ability to configurable templates

• Ability to have Welcome message / video

• Ability to add Due Dates to steps

• Ability to Save for Later

• Ability to have workflow based on task completion

• Ability to have electronic signatures

• Ability to integrate with e-verify

• Ability to print documents

• Analytics/Dashboard

Requires Ptools 8.55

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 19

Step by Step Guided Process

* Mockups – Subject to Change Oracle Confidential – Event Use Only

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See Everything…about your Talented Employees Simplified Analytics

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Make Informed Decisions Additional HR Analytics

Sample Analytics/Reports:

• Turnover Analysis

• Headcount

• Promotion Analysis

• HR Action

• Veteran Status

• Diversity

• Visa Status

• New Hire

• Total Comp

• Employee Salary Range

* Mockups – Subject to Change Oracle Confidential – Event Use Only 21

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Applicants Can Apply From Any Where Fluid Candidate Gateway

Requires Ptools 8.55

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 23

See Everything…about your Talented Employees Employee Snapshot

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• Simplify Talent Summary

• Ability to Initiate Actions

• Interactive Employee Page

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

See Everything…about your Talented Employees Employee Snapshot

• Compensation Review

• Performance Review

• Salary Changes

• Succession Planning

24

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Update Tax Withholding Status Online

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Recorded Advisor Webcast – August 3, 2016

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PeopleSoft HR Today is…

26

Flexible, Easy to Deploy and Maintain

Powerful Self Service

Simple and Easy to Use

Robust HR Functionality

Oracle Confidential – Event Use Only

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Questions and Answers

Oracle Confidential – Event Use Only 27

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Get Connected and Stay Informed Key PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page

Click Images For More Information

Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel

28 Oracle Confidential – Event Use Only

www.PeopleSoftInfo.com

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Robust Features and Functionality Roadmap for PeopleSoft HCM

Powerful

Intuitive

Easy

Expansion of Guided Self Service • Job Data Transactions (ex: Demotion) • Non-Job Data Transactions (ex: New Position) • Configurable Fields and Attachments • Multi-select Transactions • Push Back to Previous Approver

HR Administrator Homepage • Guided Processes and Checklists • Review Transactions, Notification Framework Employee Side by Side Compare • For Managers and HR Administrators • Core HR and Talent Data Employee Snapshot • Centralized Employee Information • Role Based Views Recruiting • Refer a Friend • Diversity Analytics for Administrators • LinkedIn Integration Enterprise Learning Management • Mobile Search, Enroll, and Execute Training • Merge Learners

On-boarding/Off-boarding • Configurable Guided Process via Activity Guide • Workflow Approval by Individual Step • Alerts and Notifications Payroll for North America • Mobile Direct Deposit • WorkCenter Expansion • Self Service Lockout during Payroll runs Time and Attendance • Mobile Approvals for Reported and Payable

Time for Elapsed and Punch Time Reporters • Workforce Availability Analytics • Manager Self Service for Employee Time Entry • Absence Request Cancellation • Enhanced Integration b/w Absence and T&L Position Management • Self Service for Creating New Positions • Effective Sequencing on Position Records

Dotted Line Reporting • Manager and Employee Self Service • Visualized in Company Directory Benefits Administration • Dependent and Beneficiary Enhancements • Enhanced Mobile Open Enrollment Expansion of Mobile Approvals Simplified Analytics • HR Administrator Analytics • Absence Administrator Analytics • Recruiting and Diversity Analytics • Global Payroll Variance Analytics Total Rewards Statement • Configurable Letter and Related Content • Mobile and Modern HR Help Desk - Secure Employee Relations Case Tracking - Fluid EE Case Creation & Solution Search

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Non Exhaustive

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MW

Regulatory Updates - ACA Enhancements and Legislative Changes - Form I-9 - EEO-1 Reporting

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Time and Labor Fluid Workforce Availability

–No Shows

– Absences

– Schedule Deviations

– Training

• Available on all mobile devices as well as on the desktop

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Provides information to Supervisors and Managers on attendance

Restricted to event use only.