PeopleSoft Toolkit

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Adjust service date to have the correct date when there is a break in service

 

How does your organization currently use PeopleSoft and how Will it engage with the Classification system?

How have you configured routing on your PeopleSoft servers?

What happens to an unsaved transaction when your idle PeopleSoft connection times out?

What impact does user count have on PeopleSoft Enterprise throughput?

Who Will have access to PeopleSoft HCM?




...Find the answers to these, and more, questions with this PeopleSoft Toolkit:

  • Monitor the longevity date change when there has been a break in service.
  • Delegate the review and approval of your employees time records.
  • Know when your customer pays the invoice.
  • Monitor and rate your suppliers.
  • Determine the appropriate hiring rate for a position at your organization.
  • Decide if your asset is an upgrade or an add on.
  • Check the status of your disposal.
  • Use the communication functionality for all of your Contributor Relations communications.
  • Enroll or re enroll for your employee benefits.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical PeopleSoft Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any PeopleSoft related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated PeopleSoft specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the PeopleSoft Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which PeopleSoft improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Who is responsible for ensuring adequate and reasonable functional, scalability, and regression testing has been completed in development and test phases prior to production rollout?

  2. Is the current executive sponsorship set up in a manner that encourages sound decision making and the executive attention required to meet stated goals of the PeopleSoft initiative?

  3. Is the PeopleSoft initiative organized, managed, and staffed in a manner that will enable the um system to meet schedule, quality and budget targets going forward?

  4. What business process changes and organization structure changes have been made to date to ensure efficient and effective administrative services using PeopleSoft?

  5. What plan is in place to accommodate organization specific needs to verify the final accuracy of financial information during the fiscal year end closing process?

  6. Is there a topology report available identifying / quantifying the hardware, software, infrastructure, and human capital support team in the environment?

  7. Are there any particular industries where you think PeopleSoft has particularly strong reference points that gives it something of an advantage?

  8. How do other organizations maintain strict data security policies when access to PeopleSoft is available outside a secure corporate network?

  9. Is the intent to implement the PeopleSoft Benefit Administration solution, some other application or is it yet to be determined?

  10. Will time entered in time and labor need to be allocated to specific accounting, project costing or work order type elements?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the PeopleSoft book in PDF containing 998 requirements, which criteria correspond to the criteria in...

Your PeopleSoft self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the PeopleSoft Self-Assessment and Scorecard you will develop a clear picture of which PeopleSoft areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough PeopleSoft Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage PeopleSoft projects with the 62 implementation resources:

  • 62 step-by-step PeopleSoft Project Management Form Templates covering over 1500 PeopleSoft project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Is a work breakdown structure created to organize and to confirm the scope of each PeopleSoft project?

  2. Quality Audit: How does your organization know that its system for recruiting the best staff possible are appropriately effective and constructive?

  3. Probability and Impact Matrix: Do the people have the right combinations of skills?

  4. Activity Duration Estimates: After changes are approved are PeopleSoft project documents updated and distributed?

  5. Monitoring and Controlling Process Group: How many more potential communications channels were introduced by the discovery of the new stakeholders?

  6. Risk Management Plan: Have top software and customer managers formally committed to support the PeopleSoft project?

  7. Stakeholder Management Plan: Who is responsible for gathering and reporting data for employment?

  8. Closing Process Group: How well did the chosen processes fit the needs of the PeopleSoft project?

  9. Project Performance Report: To what degree does the teams approach to its work allow for modification and improvement over time?

  10. Communications Management Plan: Is there an important stakeholder who is actively opposed and will not receive messages?

 
Step-by-step and complete PeopleSoft Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 PeopleSoft project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 PeopleSoft project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 PeopleSoft project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 PeopleSoft project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 PeopleSoft project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 PeopleSoft project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any PeopleSoft project with this in-depth PeopleSoft Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose PeopleSoft projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in PeopleSoft and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make PeopleSoft investments work better.

This PeopleSoft All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:PeopleSoft Checklist Report on ORGANIZATION.pdf

Checklists:PeopleSoft Checklist Report on MANAGEMENT.pdf

Checklists:PeopleSoft Checklist Report on TIME.pdf

Checklists:PeopleSoft Checklist Report on WORK.pdf

Checklists:PeopleSoft Checklist Report on APPLICATION.pdf

Checklists:PeopleSoft Checklist Report on USER.pdf

Checklists:PeopleSoft Checklist Report on SYSTEM.pdf

Checklists:PeopleSoft Checklist Report on EMPLOYEE.pdf

Checklists:PeopleSoft Checklist Report on SERVICE.pdf

Checklists:PeopleSoft Checklist Report on DATA.pdf

Checklists:PeopleSoft Checklist Report on PROCESS.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:PeopleSoft Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:PeopleSoft_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:PeopleSoft.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:PeopleSoft Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
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The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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