Providing PeopleSoft Consulting for more than 20 years

February 2014 to June 2014 – Antelope Valley Hospital, Lancaster, CA
HCM 9.1, PeopleTools 8.52 – Implementation

Developed SQR reports and an online SQR Criteria configuration table.
Created custom Queries and BI Publisher (XML) reports, including custom views for use in the reports.
Retooled existing inbound and outbound Benefits and Payroll interfaces.
Developed new pagelets for Manager and Employee Self-Service Dashboards.
Mentored and trained IT staff on PeopleSoft Query and BI Publisher.
Assisted with Security configurations, including portal security

June 2013 to January 2014 – Intermountain Healthcare, Salt Lake City, UT
Financials & Supply Chain 9.1, PeopleTools 8.52 – Implementation

Primarily responsible for completing, testing and debugging Application Engines and Component Interfaces to convert Assets, Vendors, Open Purchase Orders, Accounts Payable Open Invoices, General Ledger monthly summary balances for 2012 and detailed transactions for 2013, Locations and Ship To Locations, Item Master, Supplier Contracts, Contract Documents and Comments, Contract Binds and Bind Values, Item Business Units, Inventory Balance & Costing, Preventative Maintenance Schedules, Equipment Parts List Templates, Work Order Templates, Work Order History, Par Location, Items, Contracts and Prices and Default Putaway Locations. Completed an Application Engine interface of Employee data from Oracle HR.

Developed a synchronous Integration Broker Service Operation, records and pages to track the movement of Assets between areas and locations.

July 2013 to December 2013 – Placer County, CA (part-time remote)
HCM 9.1, PeopleTools 8.52 – Production Support

Time & Labor – Updated a custom Application Engine to annually process the roll-over and cash-out of compensation time.

January to May 2013 – Kaiser Permanente, Oakland, CA
HCM 9.1, PeopleTools 8.50.16 – Production Support

Core HR – Responsible for requirements definition, the project plan, liaison with the Benefit vendor’s technical team, management of the project’s business analysts and documentation of the project’s results. Analysis begun in 2011 was used to identify employee pay rate history utilized in retirement benefit calculations. These findings were verified against multiple systems of record and used to identify gaps and inconsistencies in the vendor’s data. Corrective data was identified and interfaced to the vendor’s administrative system.

May to December 2012 – Cassidy Turley, St Louis, MO
HCM 9.1, PeopleTools 8.52 – Implementation

Core HR – Designed and coded Application Engines and Component Interfaces to convert Personal Data, Job history and Position Management. Customized the Job Data component to support a broker workforce model. Developed an SQR to calculate employee union dues owed based on paid hours.

Payroll – Designed and coded Application Engines and Component Interfaces to convert Federal, State and Local taxes, Tax Balances, Direct Deposits, Garnishments and General Deductions.

Base Benefits, Ben Admin – Data conversion for Dependents and Beneficiaries and enrollments to Health plans, Savings Plans (401k), Long and Short Term Disability, Leave Plans, FSA and Life Insurance. Customized PeopleCode edits on the Employee Benefit Enrollment page to prevent employees from electing coverage plans above the amount requiring evidence of insurability. Converted the PeopleCode edits for the “On Demand Event Maintenance Election Entry” page from warnings to errors. Developed an SQR to identify over-age dependents enrolled in Benefit plans, email a notification, and then drop them from the plan. Developed an SQR to update annual benefits base rates for brokers based on prior year commissions.

November 2011 to June 2012 – Atria Senior Living Group, Louisville, KY (part-time remote)
HCM 9.0, PeopleTools 8.50 – Production Support

Core HR – Designed and developed an Employee Turnover analytics page based on Job data, Departments and Locations.

October 2011 to April 2012 – National Academy of the Sciences (part-time remote)
HCM 8.9, PeopleTools 8.48.18 – Production Support

Base Benefits – Developed new PeopleCode edits for the Self Service Savings Plan (403b) Enrollment and eBenefits pages. Developed SQRs to print enrollment confirmation letters to employees. Updated the 403B interface SQR to the Benefits vendors.

June 2011 to April 2012 – Kaiser Permanente, Pleasanton, CA
HCM 9.1, PeopleTools 8.50.16 – Production Support

Base Benefits – Developed PS Queries to identify dependents newly enrolled in Medical and Dental plans.

Core HR – Developed business requirements and SQL queries to audit employee pensionable pay rate history based on Job data compensation rates, unions and shift factors over a ten year time period.

October 2010 to March 2011 – Atria Senior Living Group (part-time remote)
HCM 9.0, PeopleTools 8.50 – Production Support

Position Management – Developed an Application Engine to perform mass Position Change.

April 2010 to February 2011 – National Academy of the Sciences (part-time remote)
HCM 8.9, PeopleTools 8.48.18 – Production Support

Base Benefits – Developed Application Engine inbound interfaces for Medical, Dental Plan and Insurance enrollments and terminations.

June 2009 to May 2011 – Kaiser Permanente, Pleasanton, CA
HCM 9.1, PeopleTools 8.50.16 – Upgrade

Core HR – Analyzed and reapplied PeopleCode customizations. Designed and coded new customizations required due to the Person model. Identified obsolete custom objects to be removed from 9.1. Assisted with SYSAUDIT cleanup. Fixed a wide variety of defects found during 9.1 integration testing.

Core HR 8.8 – Customized the Manager Self Service Termination process to include multiple termination types and workflow approvals.

May to June 2009 – National Academy of the Sciences (part-time remote)
HCM 8.9, PeopleTools 8.48.18 – Production Support

Payroll – Developed an Application Engine to add “Other Earnings” to paychecks as part of the calculate pay process for selected employees based on special accumulator values and Benefits enrollments.

May 2008 to June 2009 – Atria Senior Living Group, Louisville, KY
HCM 9.0, PeopleTools 8.49.10 – Implementation

Core HR – Designed and coded Application Engines and Component Interfaces for core HR data conversion from ADP EV3. Constructed new Manager Self Service components to enable supervisors to edit and update selected data for their direct reports. Customized the Manage Hires event and the Job component to automatically enroll and un-enroll employees in Benefits Plans. Customized the Manager Self Service Terminate an Employee process to include comments. Designed and created a security feature to control access to menu items based upon the users’ Paygroup.

Base Benefits – Developed an Application Engine to generate run controls and schedule the Calculate Periodic Accrualprogram for all eligible Plan Types and Benefit Plans.

Payroll – Developed an Application Engine to deliver Payroll Registers and email notifications to each location. Upgraded inbound interface SQRs. Implemented PGP encryption and FTP processing for outbound SQRs.

Talent Acquisition, AWE – Implemented the JobOpening and JobOffer workflow events. Customized the Recruiting Add New Applicant pages. Developed PeopleCode edits on the Job Offer component to edit salary ranges against salary group data. Developed PeopleCode to populate licenses and certificates for new hires.

January to April 2008 – AMN Healthcare, San Diego, CA (part-time)
HCM 8.3, PeopleTools 8.19.04 – Production Support

Core HR – Fixed defects and performed SQL tuning for SQRs, PeopleCode and Application Engines.

August 2007 to March 2008 – American Electric Power, Columbus, OH
Financials 9.0, PeopleTools 8.48 – Upgrade

Payables, Receivables, Projects – Identified, documented and reapplied PeopleCode customizations. Developed new customizations for 9.0.

General Ledger – Customized the chart field and combination edit Application Engine to apply custom business rules.

July 2007 to May 2009 – County of Ventura, CA (part-time remote)
HCM 8.8, PeopleTools 8.45 – Production Support

Time & Labor, Payroll – Developed an ExcelToCI tool to load data to the Elapsed Time page. Customized the time approval page to allow supervisors to approve time based on location and schedules. Customized the Retroactive Payroll process to separate mass Retros from regular on-cycle Retros. Developed a gross-up procedure for other earnings based on special accumulators.

June to August 2007 – California State University, Dominguez Hills, CA
HCM 8.9, PeopleTools 8.46 – Production Support

Base Benefits – Customized the Benefits Summary and Timesheet pages. Developed an SQR to compare core Person model data to external non-PeopleSoft data. Customized many of the Benefits Open Enrollment pages. Developed a Mass Termination SQR based on employee expected end date.

April 2005 to June 2007 – County of Ventura, Ventura, CA
HCM 8.8, PeopleTools 8.45Production Support

Core HR – Designed and developed many customizations to on-line PeopleCode, Component Interfaces, Application Engines and SQRs. Customized mass-update pages and processes. Customized defaults and edits for the New Hire and Job Data pages. Built Role-based security restrictions to field edit logic on Job Data. Applied patches and bundles.

Time & Labor – Customized the Weekly Elapsed Time page to allow entry for two weeks and added custom business rule edits. Developed a page for employees to view paid time and either approve or submit change requests.

Benefits – Developed a leave of absence tracking bolt-on module based on Job data. Customized Benefits Open Enrollment to use new edit tables for medical providers.

Payroll – Customized a bolt-on Retirement module with interfaces to Payroll. Developed a gross-up modeling page, pages to show Paid-time-off by pay period, an Employee Self Service W-2 Reissue page and a page for viewing Payroll details based on special accumulators. Created a California Employment Department Audit SQR by pay period based on check data and special accumulators.

January 2004 to February 2005 – BAE Systems, Rancho Bernardo, CA
HCM 8.8, PeopleTools 8.43 – Implementation

Time & Labor – Developed Application Package code to customize the Weekly Elapsed Time page to include extensive business rule edits and validations. Developed several new summary pages. Upgraded custom SQRs. Developed custom rules for the Time Administration process. Applied bundles and tax updates. Developed customizations to process time adjustments with workflow approvals.

October to December 2003 – WellPoint Health Networks, Thousand Oaks, CA
Financials 8.4, PeopleTools 8.4 Production Support

Asset Management, Payables, Purchasing – Developed several Application Engine programs and Component Interfaces to load assets to the Asset interface tables, extract asset information to flat-files, load receipts to Purchasing and load Purchase Orders to Purchasing. Customized the Dispatch POs SQR.

March to September 2003 – The Longaberger Company, Newark, OH
Supply Chain 8.4, PeopleTools 8.4 – Implementation

Inventory, Purchasing, Order Management – Developed a series of Component Interfaces for integration with handheld devices including PO receiving, physical cycle counting, bin-to-bin inventory transfers, inter-unit inventory transfers, inter-unit receiving of transfers and recording production completions. Customized Integration Broker Service Operations between Financials and CRM. Developed custom SQRs.

February to March 2003 – Alcone Marketing Group, Irvine, CA
Financials 8.4, PeopleTools 8.2 Production Support

Receivables – Developed programs to update customer data from external sources and to email shipment notifications to customers.

April 2002 to February 2003 – Fairchild Semiconductor, San Jose, CA
Supply Chain 8.0, PeopleTools 8.2 – Upgrade

Order Management, Billing – Created custom records, pages and PeopleCode. Created a replacement for EDI Manager using File Layouts, Application Messages and publish PeopleCode. Created Application Engines to process multiple EDI transactions including forecasts, purchase orders and invoices.

May 2001 to April 2002 – American Electric Power, Columbus, OH
Financials 8.0, PeopleTools 8.2 Implementation

Projects – Designed and coded an Application Engine to interface transactions from Payables, Receivables and several external applications into a central Projects hub.

October 2000 to March 2001 – PriceWaterhouseCoopers, Tampa, FL
HCM 7.5, PeopleTools 7.5 – Production Support

Core HR, Base Benefits – Developed customized panels and PeopleCode. Updated SQR interfaces to external applications.

July 1999 to September 2000 – Washington Mutual Bank, Seattle, WA
HCM 7.5, PeopleTools 7.5 – Upgrade

Core HR, Base Benefits, Payroll – Reapplied customizations to core HR panels, PeopleCode and SQRs. Constructed a PeopleSoft data warehouse for legacy HR, Benefits and Payroll data.

January to June 1999 – Borden Foods, Columbus, OH
Supply Chain 7.5, PeopleTools 7.5 – Implementation

Order Management – Customized the following EDI transaction sets: Purchase Orders, PO Acknowledgments, Shipping Notices and Invoices. Customized EDI maps, SQRs, staging tables, EDI Manager and EDI Agent functionality.

July to December 1998 – Fairchild Semiconductor, South Portland, ME
Supply Chain 7.5, PeopleTools 7.5 Implementation

Order Management – Designed and coded customizations to the Order Management EDI processes to accommodate creating orders from forecasts, updating existing orders from forecasts and several methods of releasing orders to Inventory.

July 1998 – Wild Oats, Boulder, CO
Financials 7.5, PeopleTools 7.5 Production Support

Payables – Customized dynamic SQL for the COBOL payment posting program to create prorated accounting entries for discounts taken.

March 1998 – Sonat, Birmingham, AL
HCM 7.5, PeopleTools 7.5 Implementation

Stock Administration – Fit/gap analysis, customization and testing. Converted legacy data and developed custom SQRs.

May 1993 to June 1998 – PeopleSoft, Inc., Pleasanton, CA
PeopleSoft versions 3 through 7.5

Financials 7.5 upgrade and production support. Technical Team Lead for the development of Stock Administration module. Human Resources production support. Designed, developed and implemented a telemarketing/sales opportunity tracking application with PeopleTools.

PeopleSoft Education:
Application Engine 8
PeopleCode 8 Delta
PeopleTools 8 Delta
Data Management Tools
General Ledger, Accounts Payable, Accounts Receivable
PeopleTools I, II, PeopleCode

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