PeopleSoft HCM and PeopleTools Upgrade

The Client

Public Sector Organization

Our client needed assistance with an upgrade of their PeopleSoft HCM system. At the time, they were using version 8.0 and the cost of continuing support was becoming substantial. The upgrade focused on migrating from Tools 8.18/App 8.0 to Tools 8.47/App 8.9. The upgrade was a predominantly “technical upgrade” with limited new functionality in order to ensure that the process ran smoothly and was implemented on time.

The Technology

PeopleSoft HCM Upgrade Version 8.9

  • Tools/Apps

The Challenge

Our role was focused on upgrading SQR’s to the 8.9 table structures and making functional changes as required based on the delivered table changes and new tables being added. All changes were documented and presented for peer review in a group setting. In addition, we helped create and run “data validation” scripts against the 8.0 tables to establish baseline counts and then run again against the 8.9 upgraded tables to ensure that data conversion occurred correctly. All discrepancies were researched to determine if the count differences were correct or not.

The Solution

Our client received experienced Squires Group personnel with in-depth knowledge of the planned PeopleSoft tools upgrade. We not only accomplished our upgrade tasks but also contributed to the necessary system enhancements. Once the system was upgraded, it received tax updates on a regular basis. These timely tax updates helped the payroll system for 70,000 employees/contractors run efficiently. Our efforts also resulted in the development of a custom Leave Accrual module to meet the new legislation requirements in San Francisco.

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