open source administration software for education Kuali People Management for the Enterprise (KPME) Welcome! Introductions: Aaron Neal – Indiana University Mary Byrde –Indiana University Carla Espinoza – Iowa State University Dirk Merkel/Randy Ozden – VivanTech

open source administration software for education Kuali People Management for the Enterprise (KPME) Who are we and what are we doing here? Representatives of the Founding Partners Here to share news about a new Kuali project launch – A project with short-term and long-term plans to help answer HR/Payroll questions – A project to provide systems solutions & efficiencies – A project called - KPME

open source administration software for education Kuali People Management for the Enterprise (KPME) What is KPME? An open-source, comprehensive HR/Payroll system Built for Higher Education by Higher Education Through collaborative relationships within higher education and with our commercial partners

open source administration software for education Kuali People Management for the Enterprise (KPME) Founding partners are represented here today Indiana, Iowa State, and VivanTech will tell you why they are Kuali Investing Partners … Let’s begin with Iowa State

open source administration software for education Kuali People Management for the Enterprise (KPME) (Carla’s “Why-1”) HR trenches (service) - 15 years HR management (deployment) – 20 years HR strategic planning (enterprise) – 15 years To improve service, deployment, and planning to meet and advance the needs of the enterprise To solve pay, people and position questions To use a community of experts to explore options for our unique needs

open source administration software for education Kuali People Management for the Enterprise (KPME) (Carla’s “Why -2”) Cost of commercial/proprietary sources impossible for ISU Kuali provides the opportunity to help design what we need Kuali helps leverage the experiences of others in the higher education community Kuali offers varied investment opportunities

open source administration software for education Kuali People Management for the Enterprise (KPME) Place holder for Mary’s slides By higher ed for higher ed At mercy of updates dictated by vendor Current vendor is cost prohibitive

open source administration software for education Kuali People Management for the Enterprise (KPME) Place holder for Dirk’s/Randy’s slides Next…

open source administration software for education Project Planning Status High level analysis and estimates for core modules completed (See Project Plan project-plan-Nov-2009.pdf) project-plan-Nov-2009.pdf Development in process for Time and Attendance System (Target for IU Implementation July 2011) Analysis of Leave Management system alternatives Detailed analysis and design of HR Core Transactions to start soon Planning for Payroll

open source administration software for education Time and Attendance Comprehensive time management system supporting the recording of time for hourly and benefit eligible staff Based on system at Indiana University supporting over 19,000 hourly and biweekly staff Built on Rice and integrated with KEW, KIM and KFS

open source administration software for education Time and Attendance Configurable to your institution’s policies – Pay Periods – Daily and Weekly Overtime Rules – Clock entry and Manual time entry – Rounding Rules – Premium and Shift Differential Rules – IP Address Tracking

open source administration software for education Leave Management Evaluating existing systems for a starting point – IU’s ePTO – Leave Accrual and Time off Reporting for exempt staff – Other Systems Looking for an early success – Converting existing system already built on Kuali toolset

open source administration software for education Leave Management Core Functionality – Leave Accruals – Time Off Requests – Time Off Reporting – Integrated with Time and Attendance – Support for exempt and non exempt staff – Integrated with KEW and KIM

open source administration software for education HR Core Transactions Analysis and design to begin in late 2010 Define core data model for HR data – Position Activities – Person Activities – Employee Activities Using IU HRMS eDoc system as model for document design Integrated with KEW, KIM and KFS

open source administration software for education HR Core Transactions Example Documents – Person Activities Add / Maintain – Name, Address, Personal data, etc. – Position Activities Add Position Modify Position and Incumbents – Employee Activities Hire, Promote, Demote, Terminate, Leave of Absence, Transfer Maintain – Job, Source of Funds, Pay Rate, etc.

open source administration software for education HR Core Transactions Can Core HR Transactions be implemented stand alone? YES – Use the system as a front end to your existing HR system Why implement stand alone? – Workflow enable transactions for electronic routing and approval – Allow for custom business logic outside of your HR system – Take advantage of enhanced functionality over your existing HR system – Step 1 on your way to full KPME implementation

open source administration software for education HR Core Transactions IU uses HR eDocs as a front end for PeopleSoft to: – Distribute transactions to departments – Add custom business logic without modifying PeopleSoft business logic – Lessen impact of PeopleSoft upgrades on the end user

open source administration software for education Kuali People Management for the Enterprise (KPME) Our enterprise solutions will be presented in modules. Information and our project plan is available on the Kuali web site: project-plan-Nov-2009.pdf

open source administration software for education Kuali People Management for the Enterprise (KPME) Current status… Time: Recording and Reporting – In test – Delivery date is July 1, 2011 For a demonstration of Time and a broader discussion of KPME, please complete the form at the back of the room and visit us at ____

open source administration software for education Kuali People Management for the Enterprise (KPME) Conclusion and Invitation! If you have been wondering how you can Respond to the demands of a changing work force and work environment, Support a more data-driven decision-making structure, and Comply with myriad rules and regulations, while trying to be as Efficient and service-centered as possible, explore Kuali community solutions – KPME!

open source administration software for education Kuali People Management for the Enterprise (KPME) Our KPME solutions will be presented in modules. Additional information and our pre- project plan are available on the Kuali web site: project-plan-Nov-2009.pdf

open source administration software for education Kuali People Management for the Enterprise (KPME) For a demonstration of Time and a broader discussion of KPME, please complete the form at the back of the room and visit us in the Showcase foyer.

open source administration software for education Kuali People Management for the Enterprise (KPME) Questions?