Course ID: ERP 101 Course: Overview Of INFORMS

Course ID: ERP 101Course: Overview of INFORMS1

Ground RulesBe on timeAttendanceTurn off your cellphones when in classTake breaks as neededParticipate actively inclass; refrain fromemail and internet useFeel free to askquestions

Course OverviewCourse DescriptionThis course provides a comprehensive review of the HR Fundamentalsprocesses.This course consists of the following modules: Module 1: Course Introduction Module 2: Overview of INFORMSo INFORMS Project Overview, Objectives and Goals o Journey through the INFORMS Project o The difference between INFORMS Roles vs Jobs o INFORMS Project Training Overview Module 3: Course Summary3

Course OverviewcontinuedTraining Audiences All INFORMS usersPrerequisites NoneEstimated Duration 30 Minutes4

Module 1: Course IntroductionModule TopicsCourse Administration and LogisticsLearning ObjectivesRoles and Responsibilities5

Course Administration and LogisticsTo receive credit forcompleting this course,Users must record yourattendance at thebeginning and end of classPlease turn off your cellphones and refrain fromchecking email and theInternet while in classActively participate inclassTake Breaks at scheduledtimesAsk questions; this isyour time to learnBe back from Breaks ontime6

Learning Objectives Understand INFORMS Overview, Objectives, and Goals Understand the Journey through the INFORMS Project Understand the difference between INFORMS Roles vs Jobs Understand INFORMS Training7

Roles and ResponsibilitiesAll INFORMS End-Users will participate in ERP 101 – Overview ofINFORMS.8

Module 1: Course Introduction SummaryModule TopicsCourse Administration and LogisticsLearning ObjectivesRoles and Responsibilities9

Module 2: Overview of INFORMSModule TopicsModule Introduction Lesson 1: INFORMS Project Overview, Objectives and Goals Lesson 2: Journey through the INFORMS Project Lesson 3: The differences between INFORMS Roles and Jobs Lesson 4: INFORMS Project Training Overview 10

Lesson 1: INFORMS Project Overview, Objectivesand Goals Understand what INFORMS stands for Understand INFORMS’ Objectives and Goals11

Lesson 1: Key TermsTermEnterprise Resource Planning(ERP)DefinitionA business process management software that allows an organization to usea system of integrated application to manage the business and automatemany back-office functions.Human Capital ManagementThis is the Human Resources and Payroll functions of INFORMS.IT SystemsAll electronic data processing, information, recordkeeping, communications,and other computer systems.Data analytics software for dashboards and reports.Oracle Business IntelligenceAnalytics (OBIA)PeopleSoftStrategic Business ManagementDivision (SBM)Supply Chain ManagementERP software product packages for Finance, Human Capital Management,Supply Chain Management.A division under the Office of Management and Budget. SBM was formed inFebruary of 2020 with the purpose of providing support for INFORMS.This is the procurement function of INFORMS.12

Lesson 1: INFORMS Project Overview, Objectivesand Goals INFORMS stands for INtegrated Financial Resources ManagementSystem. INFORMS is the name of Miami-Dade County’s Enterprise ResourcesPlanning (ERP) project. ERPs streamline and modernize anorganization’s business processes and technologies, so they operatemore efficiently. INFORMS involves replacing the County’s Financial and Administrativesystems, all Human Resources systems, Time & Leave, and Payrollapplications, as well as upgrading Hyperion (Budget Analysis Tool orBAT). The project will use various Oracle ERP software products,including PeopleSoft v9.2.13

Lesson 1: INFORMS Project Overview, Objectivesand Goals , Continued The business drivers for this project include: Business process improvement Elimination of paper-based processes Simplification of data collection processes and business functions acrossCounty departments Centralized tracking mechanisms Elimination of redundancy – Single System or Record Transparency Metrics/Analytics Automation of manual processes and improvement of existing processes Integration with Other County business systems Automated workflow/approvals Establish/ensure audit controls14

Lesson 1: INFORMS Project Overview, Objectivesand Goals , Continued15

Lesson 2: Journey through the INFORMSProject The current HR and Payroll systems, Time and Leave and PeopleSoft9.1, have reached the end of their useful life. The County hasacquired and implemented various Oracle ERP software products toenable more efficient business processes. The new solution, INFORMS, will become the system ofrecord/functionality for Human Resources, Procurement, Finance,Budgeting, and related Reporting.16

Lesson 3: Difference between INFORMS Rolesvs Jobs Every County employee is assigned a job title and a job position. The job title isthe name given to the job position which describes the roles and responsibilities ofthe job title. The job position describes the daily tasks and projects you complete as part ofyour responsibilities. Individuals with the same job title may perform different tasksand have different responsibilities within the County and even the samedepartment. INFORMS access / security roles denote and provide a specific type of access.These roles allow users to perform specific functions or tasks within INFORMS. County employees are granted INFORMS access / security roles at the discretionof Departmental leadership’s request based on the specific employee’sresponsibilities, not the employee’s job position.17

Lesson 4: INFORMS Training OverviewCourse IDCourse NameERP 101Overview of INFORMSERP 102INFORMS Navigation, Reporting, andOnline HelpHCM 101Human Resources FundamentalsDescriptionThis course introduces the INFORMS Project, coveringProject Objectives, Goals, Training, and Post Go-LiveSupport.This course provides an overview of PeopleSoft, includingthe use of its menus and features for standard navigationwithin the application. This course also provides anoverview of reporting functionality in PeopleSoft,including standard and customized query capabilities.This course provides a comprehensive review of the HRFundamentals processes. Topics include Introduction toHR Fundamentals. Additionally, the course explains Rolesand Responsibilities, Key Process Changes, IntegrationPoints between HR and Other Modules and HR End-toEnd Business Processes.18

Lesson 4: INFORMS Training Overview, ContinuedCourse IDESS 201ESS 202ESS 203DPR 303Course NameDescriptionThis course provides step-by-step instructions on howEmployee Self Service - eProfile, ePay,use INFORMS Self-Service functionality to review, editand ePerformanceand manage Employee data online.This course provides a detailed review of submitting lifeEmployee Self Service - eBenefitsevents, adding dependents and enrolling employee'sdependents to the different benefit plans.This course provides a comprehensive review of the TimeEmployee Self Service - TimeManagement process. Employee's are responsible forManagementsubmitting time and absence, viewing time exceptionsand understanding the process of leave donations.This course provides a comprehensive review of the TimeManagement process. Approving an employee's time onDepartmental HR - Timebehalf of Managers, Approving Absences, understandingand resolving the different severity levels of exceptions,Managementmanaging work schedules and understanding the reportsand queries available.19

Lesson 4: INFORMS Training Overview, ContinuedCourse IDCourse NameDPR 301Departmental HR - ePerformanceManagement (EmployeePerformance Evaluation) DPR 302Departmental HR - PersonnelChangesDPR 321Departmental HR - RecruitmentDPR 304Departmental HR - Updating TeamInformationDescriptionThis course provides step-by-step instructions on how tosupport Performance Management activities byperforming administrative tasks, completing Employeeevaluations and running performance reports.This course provides a detailed overview of PersonnelChanges such as Position Management, job data changes,HR transactions, and reports and queries.This course provides a comprehensive review of theRecruitment process including creating a job opening,screening applicants for minimum qualifications andpreferences, employment offer and acceptance,preparing for hire, and managing hires.This course will provide a comprehensive review onrecording and managing disciplinary repords foremployees, recording and submitting retirement,resignations and involuntary separation for employees.20

Lesson 4: INFORMS Training Overview, ContinuedCourse IDCourse NameMSS 204Manager Self Service - Time ManagementMSS 205Manager Self Service - ePerformanceManagement (EmployeePerformance Evaluation) MSS 206Manager Self Service - Updating TeamInformation DescriptionThis course provides a comprehensive review of the TimeManagement process. Approving an employee's time andabsence, managing exceptions, entering time and submittingabsences on behalf of an employee and managing workschedules.This course will prepare Managers on completing an employee’sevaluation through the Team Performance module and will alsoprepare a manager’s Nominee and the evaluation’s Reviewer oncompleting their portions of the employee’s evaluation.This course will provide a comprehensive review on recordingand managing disciplinary records for employees, recording andsubmitting retirement, resignations and involuntaryterminations for employees. This course also includes a reviewof approving employee's retirement and resignation request.Lastly, a review on requesting a leave and return from leave onbehalf of an employee.21

Lesson 4: INFORMS Training Overview, ContinuedCourse IDCourse NameFIN 213Load & Manage Pcard TransactionsFIN 214Travel PlanningFIN 215Reimbursement RequestDescriptionThis course provides a comprehensive guide on how toReconcile, and Approve PCard Transactions.This course provides a comprehensive review of creatingand submitting travel authorizations and the end-to-endprocess of the workflow approvals (Process, Approve,Deny and Push Back).This course provides a comprehensive review of enteringwork-related expenses and creating expense reports inINFORMS. This course includes the expense reportworkflow and the process outlined in detail todemonstrate the capabilities of the business process.22

Module 2: Overview of ERP SummaryModule TopicsModule Introduction Lesson 1: INFORMS Project Overview, Objectives and Goals Lesson 2: Journey through the INFORMS Project Lesson 3: The differences between INFORMS Roles and Jobs Lesson 4: INFORMS Project Training Overview 23

Module 3: Course SummaryModule TopicsCourse Content SummaryAdditional Training and Job AidsCourse Summary24

Course Content SummaryCongratulations on completing the Overview of INFORMS. Participantsshould now understand: The INFORMS Project Overview, Objectives, and Goals The Journey through the INFORMS Project Difference between INFORMS Roles vs Jobs The INFORMS Project TrainingFor more information on INFORMS, please visit www.miamidade.gov/informs25

Additional Training and Job Aids Users also have the following resources available:Student Guide Overview of INFORMSUser Productivity Kits Overview of INFORMSFor additional information, be sure to visit: www.miamidade.gov/informs26

Congratulations on successfully completing the Overview of INFORMScourse!ERP 101 – Overview of INFORMS27

HCM 101 Human Resources Fundamentals This course provides a comprehensive review of the HR Fundamentals processes. Topics include Introduction to HR Fundamentals. Additionally, the course explains Roles and Responsibilities, Key Process Changes, Integration Points between HR and Other Modules and HR End-to-End Business Processes. 18