1. open source administration software for education people management for the enterprise kpme

2. 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

3. 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

4. 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

5. 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

6. open source administration software for education Kuali People Management for the Enterprise (KPME) Iowa State: Carla Espinoza) 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

7. open source administration software for education Kuali People Management for the Enterprise (KPME) Iowa State- Carla Espinoza 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

8. open source administration software for education Kuali People Management for the Enterprise (KPME) Indiana University: Mary Byrde By higher ed for higher ed At mercy of updates mandated by vendor Current vendor is cost prohibitive

9. open source administration software for education Kuali People Management for the Enterprise (KPME) Vivantech: Dirk Merkel Desire to meet our higher-ed clients’ need for an enterprise-wide HR/Payroll system. A natural extension of the experience we have gained working on the Time Keeping and Leave Management applications. Our total commitment to Kuali and its future.

10. open source administration software for education Project Planning Status High level analysis and estimates for core modules completed (See Project Plan http://kuali.org/system/files/KPME%20Requirements%20Doc ument.pdf ) http://kuali.org/system/files/KPME%20Requirements%20Doc ument.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

11. 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 1.0.1 and integrated with KEW, KIM and KFS

12. 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

13. 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

14. 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

15. 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

16. 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.

17. 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

18. 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

19. 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: http://www.kuali.org/system/files/HR-pre- project-plan-Nov-2009.pdf

20. 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 ____

21. 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, Comply with myriad rules and regulations, and Promote efficient and service-centered systems explore Kuali community solution’s new – KPME!

22. 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: http://kuali.org/kpme Or visit the confluence KPME working site https://wiki.kuali.org/display/KPME/Kuali+Peopl e+Management+for+the+Enterprise+Home

23. 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 or see one of the partners.

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