PeopleSoft Accessibility Using PeopleMobile at the University of Minnesota

Our Agenda The U: Context A history of PeopleSoft at the U Accessibility The Upgrade

Your Agenda What do you want to know?

Disability as Diversity Accessibility is everyone's everyday business. Equity & Diversity DRC

Context: U of M Twin Cities 49,000 students 30,000 employees 18 colleges 149 undergraduate major programs 200 graduate and professional degree programs

PeopleSoft at the U: History

PeopleSoft at the U: Current Use Scope and direction: Portal, Campus Solutions, HR, Finance, Infrastructure, Reporting Changes 2M class registration transactions 450,000 billing statements 114,000 admissions applications $490M federal financial aid 6,000 paychecks per pay period

PeopleSoft at the U: Past Accessibility Previous custom apps built to be accessible PS self-service inaccessible and required high customization

PeopleSoft at the U: The Upgrade Maintain support and compliance Improve operational efficiency Reduction of number of custom built apps Add new capabilities 2-year, $85M project

PeopleSoft at the U: The Upgrade Split the CS/HR database Upgrade CS from 8.9 to 9.0 Upgrade HR from 8.9 to 9.2 Upgrade FIN from 8.9 to 9.2 Implement IH version 9.2 Process redesign to use delivered functionality

PeopleSoft at the U: The Upgrade Modifying PS pages in-house to make them accessible too expensive Accessibility RFP process: Two candidates GH chosen for accessibility (PM) and firewall IntraSee as Portal vendor

PeopleSoft at the U: The Upgrade GreyHeller as a mobile PS provider (PeopleMobile®) IntraSee and GreyHeller work together

PeopleMobile ® Plug-in to PeopleSoft environment Automatic accessible transformation of the entire PeopleSoft user experience Inherits from deployed PeopleSoft system Security Rules All business rules and audits All calculations All customizations and bolt-ons made by a customer All database updates and access The starting point is the PeopleSoft page

Back Office PeopleSoft Web Server Application Server User Interface Transaction Data Retrieval Prompting Logic Transaction Validation Data Processing GreyHeller Config Pages User Experience Plug-in Permissions UX Optimized Access PeopleSoft Application Database PeopleMobile Architecture Accessibility Mobile User Experience Opt

PeopleSoft Application Server Database Server PeopleSoft Web Server PeopleMobile ® Developer Studio PeopleMobile Plug-in with Developer Studio Application Data Transformation Overriding Settings Page/Field Overrides (metadata) Page/Field Overrides (metadata) Script Injection Page Add-ons (metadata) Page Add-ons (metadata) PeopleTools Objects (metadata) Base HTML Transform

Nobody understood the scope of the effort ahead.

Questions? Thoughts?

Work Begins: Access and Accessibility

Accessibility Implementation Team University Business Lines External Product Developers Accessibility Testing Vendors Upgrade Leadership Upgrade Staff

Access and Accessibility: Details Use cases Test user accounts Environments Test data Collaboration tools

Use Cases-Campus Solutions 0. Candidate Gateway (public access) 1.Student Center This Week’s schedule 2.Student Center Account Summary 3.Student Center Personal Info 4.Student Center Contact Info 5.Student Center Admissions 6.Student Center Search for Classes 7.Student Center Weekly Schedule 8.Student Center Enroll/Add Classes 9.Student Center Enrollment Shopping Cart 10.Student Center Student Financials 11.Student Center Bio-Demo; Student Center View My Grades; Student Center Home 12.Faculty Center My Schedule 13.Faculty Center Change Term 14.Faculty Center Class Roster 15.Faculty Center Grade Roster 16.Adviser Center Advisee Info 17.Student Records Enrollment (student) 18.Student Records Grading (mid-term and final, updating) (faculty) 19.Student Records Apply for Graduation (student) 20.Student Records Generate Transcript (student) 21.Student Records FERPA restrictions (student) 22.Student Financials Viewing Student Account (includes downloading bills) (student) 23.Student Financials Making a Payment Student Financials Enrolling in a Payment Plan 24.Academic Advisement Graduate Degree plan 25.Academic Advisement Degree Audit Report 26.Financial Aid Accept/Decline Awards 27.Financial Aid Sign Promissory Note 28.Financial Aid Truth in Lending Act (TILA) 29.Financial Aid Self Reported Aid; FA Award Summary; FA Loan App Info; FA Academic Progress; FA Budget; FA EFC; FA Health Plan; Acct Inquiry Pend Aid 17.Financial Aid Entrance Counseling 18.Financial Aid Exit Counseling

Use Cases-HR 33.Time and Labor Submit Timesheet 34.Manager Self-Service Approve Time 35.Manager Self-Service Review Exceptions 36.Absence Management Request Absence 37.Manager Self-Service Approve Absence 38.Shared HR Functions: Manage Delegations 39.Absence Management View Time: Absence Balances 40.Manager Self-Service View Absence Balances 41.Payroll Direct Deposit 42.Payroll W-4 Tax Information 43.HR Manager Self-Service Report Time for an Employee 44.HR Manager Self-Service Manage Schedules 45.Benefits Summary Benefits Enrollment 46.Benefits Savings Summary 47.Payroll View W-2/W-2C Consent 48.Student Records Class Permissions (faculty) 49.Student Records Update Service Indicators (advisors) 50.Student Financials Adding Bank Accounts and Signing Up for Direct Deposit 51.Student Financials Opting into Electronic 1098T 52.Student Financials Student Permissions 53.Delegated Access/Shared Information Center (student) 54.HR Payroll Compensation History 55.HR My Info Tab 56.HR My Current Profile 57.HR Notice of Appointment (custom appl) 58.HR Absence Management View Time: Absence Request History 59.HR Recruiting Solutions Candidate Gateway 60.HR Recruiting Solutions Careers (Internal: Hold for post-go-live.) 61.HR Manager Self-Service Report Absence for an Employee 62.HR Manager Self-Service View Absence Request History 63.HR Manager Self-Service Manage Recruiting Tasks 64.Finance Expense Reimbursement

Access and Accessibility: Details PeopleSoft expected behavior Firewall rules Version tracking and release notes

Access and Accessibility: Assessment Vendors Purchasing and vendor contracts Organizing and tracking the work

Access and Accessibility: Working with GreyHeller Issue identification and remediation work One-on-one sessions with Jennifer The look and feel: Branding and fit with portal

Access and Accessibility: Communications Integration of messaging Who needs to know what, and when? Media possibilities Documentation of accessibility Known issues and release notes

Access and Accessibility: Go- Live Change of go-live dates. The change in the work process when the Upgrade happened.

Questions? Thoughts?

Current State: Then and Now

Current State: Then and Now Activating accessible format Overall use case accessibility status PeopleMobile® core update PeopleTools 8.5.4

Lessons Learned: Benefits Visibility for accessibility on campus Relationships CS is accessible Strong ally in GreyHeller Individual growth

Lessons Learned: Challenges High-level commitment to accessibility Accessibility integrated from Day One Changing FTE commitments at U Understanding of fuller picture Immature U processes

Where to from here? PeopleMobile update = better accessibility PeopleTools Fluid?

Contact Us Scott Marshall Tonu Mikk Larry Grey Shelley Nelson