Higher Education PeopleSoft 8.9 HCM and 8.8 Financials Implementation

The Client

Public Sector Organization

This was an overseas project designed to improve the client’s current systems and infrastructure by implementing PeopleSoft HCM and Financials to support multiple locations using PeopleSoft 8.9 HCM and FSCM 8.8. Development environment included Sybase, PeopleSoft 8.3 HCM, PeopleTools, PeopleCode, Application Designer, Sybase and SQL Query Tools.

The Technology

PeopleSoft Version 8.9

  • Benefits
  • Time and Labor
  • Payroll
  • Commitment Accounting
  • Commitment Control
  • General Ledger

The Challenge

Our client was looking for an experienced Team Lead to help implement PeopleSoft HR, Benefits, Time & Labor and Payroll.

The Solution

In support of the HCM implementation, TSGi provided multiple Team Leads. The Team Leader for the PeopleSoft HCM implementation supported Benefits, Time & Labor and Payroll, as well as project management documentation, created project plans and conducted Fit/Gap sessions. Other functions included foundation table data gathering, configuration, and payroll data conversion mapping and modification/enhancement documentation. The Team Lead coordinated system testing and data modeling and resolved technical and functional problems during all phases of the project.

TSGi’s Commitment Accounting Lead was responsible for configuration, testing, and training end users on functionality; particular configuration of combination codes and building budgets by department, position, and appointment. Approximately 2,500 budgets were built.

In support of the Financials implementation, TSGi provided the General Ledger Lead. The Lead was responsible for configuration, conversion, testing, and training end users on functionality. Deliverables included GL Configuration Workbook, GL Training Scripts, and GL Testing Scripts. Particular configuration of chartfields (account, alternate account, department, budget item, and fund code), detail ledgers, ledger groups, account and alternate account reporting trees, and ledgers for a business unit were also created.

The lead also trained end users on creating journals, posting journals, running journal generator, creating standard recurring journals, closing journals, posting month-end and year-end close, and how to review financial information (status of journals and ledgers).

TSGi also supported Commitment Control and was responsible for configuration, testing, and training end users on functionality. Deliverables included Commitment Control Configuration Workbook, Commitment Control Training Scripts, and Commitment Control Testing Scripts. Particular configuration of budget control definitions, creation of budget trees, training end users on creating budget journals, transferring budget journals, posting budget journals, and closing budget journals were also key tasks. We were also involved in training all end users on how to review budget activities for a given transaction (purchase requisition, purchase order, voucher, etc.) and how to review budget check exceptions.

We were also responsible for the configuration, testing and training of end users on functionality, including Allocations Configuration Workbook and User Acceptance Testing Scripts for Allocations. Particular configuration included defining allocation steps and allocation groups to be used in conjunction with Commitment Accounting, Commitment Control, and General Ledger.

The Success

Due to TSGi’s efforts, all modules were successfully implemented and end users were trained in multiple HCM and Financials modules. The Team Leads effectively managed multiple areas of the project keeping the project timeline on track.

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