Employee Profile AN XE EXPERIENCE BUGMI SEPTEMBER 25, 2015

Agenda About Lansing Community College Early Adopter System Preparation Create a Plan Configure and Test Go Live Responses Lessons Learned Summary Q & A

About LCC o Located in Lansing Michigan o Third largest community college in Michigan o Approximately 15,000 students o Approximately 2,000 faculty and staff o 5 locations

About LCC o Banner Student HR/Payroll Finance Financial Aid o Argos is our preferred reporting tool o UC4 is the preferred tool to run and schedule scripts

Early Adopter Early Adopter Benefits ◦Conference calls hosted by ellucian with other early adopters ◦Learn from each others experiences ◦Discuss ideas ◦Be a voice to discuss and submit ideas ◦Receive the up-to-date information ◦Support from ellucian

XE Experience Prepare System Create a Plan Configure, Test, & Repeat Go Live

XE Experience: System o Early preparations BEIS July 2011 CAS and Luminis July 2012 DBEU March 2013 Began work on XE modules ◦Employee Profile, Student Advisor, & Faculty Grade Entry March 2013-April 2015 o Moved XE modules to production April 2015 o Configured and tested Employee Profile over the summer 2015 o Implemented in production September 2015 Prepare System

XE Experience: Create a Plan Contact ellucian ◦Employee Profile plan ◦References Reach out to early adopters ◦Approach ◦Issues they encountered ◦How they configured and why ◦Employee feedback ◦Lessons learned Create a plan

XE Experience: Create a Plan Start with Employee Profile defaults Default Use the Configuration Checklist as you review Track decisions and who is responsible Use the Installation guide to help customize the WAR file Configure Adjust logo size for space provided Adjust graphic color and size for navigation strip Brand It Create a plan

XE Experience: Create a Plan Update Banner Rules Refresh Employee Profile Session View Changes Customize WAR File Regenerate WAR file Redeploy WAR file View Changes Create a plan Functional Configurations System Configurations

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure and test. Repeat as needed. Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Configure, Test, & Repeat

XE Experience: Configure & Test Testing o Create a detailed step-by-step test plan and expectations o Identify different employee types to test with: Different Employee Classes Supervisors with multiple direct reports Faculty and Staff with multiple positions Faculty and Staff with different leave options o Use different browsers o Monitor performance o Links between Employee Profile and cascade user interface Configure, Test, & Repeat

XE Experience: Go Live Pilot o Soft launch o Move configurations to production o Select a variety of faculty and staff o Communicate o Invitation to participate o Share a direct link o Request feedback with target date o Use feedback to build help documentation and announcement Go Live

XE Experience: Go Live Official Go-Live o Develop an announcement strategy Where should announcements be placed Time the announcement Supporting documents (help or FAQ) o Move Employee Profile link to portal o Complete linking between Employee Profile and cascade user interface Go Live

XE Experience: Responses Overall Positive Comments: o “Love the layout of the dashboard!” o “It looked clean, easy-to-navigate and user-friendly” o “It looks good. I like the layout. It is easy to read and find what information I was looking for on the dashboard.”

XE Experience: Responses Constructive Responses: o Should the Tools button be empty? o Accessing the printable pay statements takes longer for payroll. o Payroll would like to keep the ability to print pay statements on 1-page o Enter Time and Request Time Off go to the same page

XE Experience: Lesson’s Learned o My timeline kept moving. o Test My Team for employees who have multiple positions and direct reports. o Discovered a defect on My Team for leave method by job. o Job Summary sorts transactions by Personnel Date instead of Effective Date o Print Friendly pay statement was a challenge for us. o Test logo on the timeout and logout pages. o Consider where Employee Profile links will be placed earlier in the process.

XE Experience: Summary o Being an early adopter is a positive and beneficial experience o There are many configurations o Coordination with system support is needed to configure o Develop a good testing plan and strategy o Recommend a pilot phase o Overall it is a good experience

Questions & Answers

Thank you! Stephanie Boledovich