Making the Grade with Talent Management Bryan Ferrer

Making the Grade with Talent Management Bryan Ferrer, Solutions Architect Denver Public Schools Copyright © 2012. Infor. All Rights Reserved. Copyright © 2013. Infor. All Rights Reserved. www. infor. com 1

About our speaker: Bryan Ferrer Solutions Architect Denver Public Schools bryan_ferrer@dpsk 12. org> Copyright © 2012. Infor. All Rights Reserved. Copyright © 2013. Infor. All Rights Reserved. www. infor. com 2

“From the moment students enter a school, the most important factor in their success is not the color of their skin or the income of their parents, it’s the person standing at the front of the classroom. ” ~ President Barak Obama Copyright © 2012. Infor. All Rights Reserved. Copyright © 2013. Infor. All Rights Reserved. www. infor. com 3

Three Critical Strategies • Retaining, rewarding, and recruiting great people • Strong family and community engagement • Strategic management of financial resources “Now is time to accelerate our reforms, to sharpen the focus on student achievement, and to get all of our children—in every neighborhood of Denver—on track to walk across the commencement stage armed with everything they need to forge a great future for themselves. ” –Tom Boasberg, DPS Superintendent Copyright © 2013. Infor. All Rights Reserved. www. infor. com 4

Denver Public Schools Profile • Reform Minded School District • 196 K-12 Schools: Traditional, Innovation, Charter, Intensive Pathways, Other • Performance Based Teacher Compensation • 14, 792 Employees • 84, 424 Students • Top languages spoken by students: Spanish, Vietnamese, Arabic, Somali, Amharic, Nepali, and Russian Solution Business Challenge for HR • Set model for providing excellent service to district peers • Lead performance-driven culture shift within central office and schools • Build department sustainability through strategic process design improvements to organization Results • Reorganized HR Department • Active Employee / Manager Self Service Culture • Automated personnel actions • Infor Talent Management (TM) • Online goal setting and personnel evaluations • Infor Human Resource Management • Safer handoff between teams • Infor Lawson Financials (S 3) • Ability to track new metrics • Improved accountability Copyright © 2013. Infor. All Rights Reserved. www. infor. com 5

Human Resources Reorganization Bryan Ferrer, Solutions Architect Copyright © 2013. Infor. All Rights Reserved.

Reorganized HR Department Chief HR Customer Support Centers of Excellence Service Center Field Talent Mgmt HR Data Central Office Emp Rel Emp Services Schools Org Effect Systems Total Rewards Copyright © 2013. Infor. All Rights Reserved. www. infor. com 7

HR Service Delivery Model Tier 0 HR Self Service Tier 1 HR Connect Tier 2 HR Client Partners Tier 3 HR COE Specialists Escalation HR Governance Clients Employees Managers Data Requestors Applicants Former Employees Copyright © 2013. Infor. All Rights Reserved. www. infor. com 8

Self Service Culture Bryan Ferrer, Solutions Architect Copyright © 2013. Infor. All Rights Reserved.

Manager Space Copyright © 2013. Infor. All Rights Reserved. www. infor. com 10

My Staff • Management Proxies are #1 User • School Secretaries & Principals • Department Secretaries & Managers • Food Service Area Supervisors • Paperless Transactions • Talent Profile Updates • Add or End Work Assignments • Voluntary Termination • Hiring of Non-Employee workers • Report Leave of Absence Start and Completion • Report Employee Started Work Copyright © 2013. Infor. All Rights Reserved. www. infor. com 11

Performance and Goals • Central Office Departments • Executives • Directors • Managers • Supervisors • Individual Contributors • Paperless Transactions • Goal Setting and Updates • Performance Reviews Copyright © 2013. Infor. All Rights Reserved. www. infor. com 12

Compensation • Current Usage • Market Salary Adjustments • Step Increases • Cost of Living Adjustments • Future Replacement of Legacy Application • Student Growth • Market Incentives • Knowledge and Skills • Comprehensive Professional Evaluation Copyright © 2013. Infor. All Rights Reserved. www. infor. com 13

Find Talent • Center of Position Management • Staffing – Request Positions • Reclassifications • Change Supervisor, FTE, or Location • Replacement of Legacy ATS • Teacher Staffing (in house app) Spring 2014 • Classified/Professional (outsourced) Fall 2013 Copyright © 2013. Infor. All Rights Reserved. www. infor. com 14

Action Requests Dec - Feb Terminate; 262 Change Pay, 101 Change Status, 181 Hire/ Rehire, 240 Position Mgt; 246 Promote/ Transfer/ Add, 235 Copyright © 2013. Infor. All Rights Reserved. www. infor. com 15

Portal to Other Apps • Infor Lawson S 3 • • Position Split Funding (custom) Training Administration Time and Attendance (custom) Mentor Match (custom) • Reporting Services • Employee Leave Balances Copyright © 2013. Infor. All Rights Reserved. www. infor. com 16

Employee Space • • General Profile Pay History Address & Name Changes Leave of Absence Request Goal Definition Performance Review Employee Directory Portal to External Apps (S 3) • • Pay Stub, W 2, W 4 Leave Balances Benefits Enrollment Training Registration Copyright © 2013. Infor. All Rights Reserved. www. infor. com 17

Automated Personnel Actions Bryan Ferrer, Solutions Architect Copyright © 2013. Infor. All Rights Reserved.

Manager-Initiated Action Requests Request Position Compensation Budget HR Data Add Work Assignment Compensation Budget HR Data End Work Assignment HR Data Termination HR Data Talent Profile Updates Employee Services Copyright © 2013. Infor. All Rights Reserved. www. infor. com 19

Employee Initiated Action Requests Leave of Absence Employee Services Name Change HR Data Address Change Automatic Talent Profile Updates Employee Services HR Data Copyright © 2013. Infor. All Rights Reserved. www. infor. com 20

Inbaskets and Work Units • • • Compensation Budget HR Data Enterprise Management Facilities Transportation Extended Learning Error Correction <Personal Inbasket> Action Requests become Work Units, which float like a bubble through the various gates, known as Inbaskets, eventually reaching approval or rejection. Copyright © 2013. Infor. All Rights Reserved. www. infor. com 21

Generalist To Do • Leave of Absence Request • Name Change • Qualification Updates Generalist To Do items are simple “state” actions, which have one gate. These are very simple “flows” that are managed through a special dashboard. Copyright © 2013. Infor. All Rights Reserved. www. infor. com 22

E-Mail Notifications • HR Partners • Department Heads • Requestors Within each flow, role based e-mail notifications are widely utilized Copyright © 2013. Infor. All Rights Reserved. www. infor. com 23

Leave of Absence • Request and Approval Process • FMLA Tracking (S 3) • Track Begin and End • Admin Leave Tracking • Role based e-mail notifications • • Managers HR Staffing Training Request Approve Begin Complete Copyright © 2013. Infor. All Rights Reserved. www. infor. com 24

Work in Progress • Annual teacher reductions and movement • Probationary Status tracking • Rate progression • Position Control • Process Flow refinement • E-mail changes • Adjust approval steps DPS continues to work towards improving processes using the new software. • Use Metrics to analyze activity and gauge ROI Copyright © 2013. Infor. All Rights Reserved. www. infor. com 25

Winners and Losers Bryan Ferrer, Solutions Architect Copyright © 2013. Infor. All Rights Reserved.

What are the Wins? • Employees can perform HR transactions from their school instead of taking a trip to the central office, reducing classroom disruption • Paperwork reduction • We can “track” work units better than we can track paper or e-mails • Consistent process is used for common transactions • Handoffs between teams are expected and documented • HR Teams can focus on real improvements • • • Hiring better people Managing licensure and qualifications Developing employees Complying with FMLA regulations Managing out problem employees Copyright © 2013. Infor. All Rights Reserved. www. infor. com 27

How About Some More Wins? • • Pleasant, modern look and feel of software Ease to pull data directly from application by end users Ease to update data Well rounded HR application Role based views of the same data Easier to configure security model Built in process flows Manager Proxy Functionality Copyright © 2013. Infor. All Rights Reserved. www. infor. com 28

Areas for Improvement • Action Request data validation • Non-Employee Management • Training of

On the Horizon Bryan Ferrer, Solutions Architect Copyright © 2013. Infor. All Rights Reserved.

Talent Acquisition • Replace two legacy solutions • Ceridian • In House • Implement double screening process for teacher candidates • Decrease manual entry of data upon hire • Increase Position Management integration • Staged Go Live DPS wants to eliminate two legacy applicant tracking applications and improve the teacher candidate screening process. • Fall 2013 • Winter/Spring 2014 Copyright © 2013. Infor. All Rights Reserved. www. infor. com 31

Other Projects • Compensation Management for incentive based pay programs • Learning and Development for course registrations DPS will continue to implement Talent Management Modules. Copyright © 2013. Infor. All Rights Reserved. www. infor. com 32

Human Capital Management Your largest asset … your largest opportunity for competitive advantage Copyright

5 Ws of HCM Shifts Workforce Geographical Allocation Skillsets Payroll Attract, retain, develop, promote the right workforce to flexibly meet business goals Copyright © 2012. Infor. All Rights Reserved. www. infor. com 34

Key to a Solid HCM Strategy Transform the way people and organizations perform and unify any content, process, software, service and device … to raise Return on Capability Copyright © 2012. Infor. All Rights Reserved. www. infor. com 35

For More Information • For a free ROI calculation, copy of today’s slides, recording link, pricing or additional product information: Look for email next 24 hours from wcook@enwisen-hr. com to make request • Upcoming webinars and events: www. enwisen. com and infor. com • Healthcare wage and hour issues – March 14 • Romancing the New Hire – with live ROI calculator– March 21 Copyright © 2012. Infor. All Rights Reserved. www. infor. com 36