Summary

Gilbert is a lead technical/functional consultant with over 10 years of PeopleSoft experience. I have had technical and functional lead positions thru 9 PeopleSoft upgrades/implementations, and have countless customization, add-on, and integration experiences. Modules Gilbert has worked in PeopleSoft include: HRMS, Financials AP/GL, Time and Labor, Talent Acquisition/ Candidate Gateway, ePerformance, ePay, eBenefits, eProfile, Profile Management, North American Payroll, Career and Succession Planning, and Ben Admin.

Speaking Experience

• Examples of subjects Gilbert has spoken are:
• Gilbert has experience giving several speeches at various regional and national conferences on both PeopleSoft functional and technical subjects
• Do your HR Fit Gap Right Now
• Upgrades Galore
• Everything technical you wanted to know about your upgrade
• Pro's and Con's of technical upgrades
• PeopleSoft Security in 9.0
• Upgrade Tip's and Tricks
• XML Publisher practical uses
• Upgrade Admin Lessons Learned
• ePerformance and eProfile
• Person Model
• Integration Broker Overview

Representative Experience

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Responsibilities: Functional Lead Consultant PS implementation to 3 new countries and additional module implementation to 5 more countries

• Demonstrated PS delivered functionality
• Lead Business requirement gathering
• Lead Fit Gap Analysis
• Lead creation of Functional Design documents
• Reviewed other analysts and other consultants documents and options
• Create test plan and test cases
• Career and Succession Planning
• Compensation
• Profile Management
• Core HR

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Responsibilities: Techno / Functional Consultant PS upgrade 8.9 to 9.1

• Demonstrated new functionality between 8.9 to 9.1
• Prototype 9.1 functionality for Profile Management, Succession Planning, and Career Planning
• Lead meetings with high level executives to show capabilities of system
• Create several design documents
• Create test plan and test cases
• Complete redesign and creation of security
• Design and Develop online pages and batch processes to streamline security and maintenance of security

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Responsibilities: Consultant PS upgrade 8.3 to 9.1

• Demonstrated new functionality between 8.3 to 9.1
• Prototype 9.1 functionality
• Fit Gap
• Document customizations
• Create functional design specifications
• Create test plan and test cases
• Test customizations and delivered processes
• Train users on new functionality
• Train developers on new tools functionality
• Configure Profile Manager
• Create and test conversion scripts for conversion of custom to delivered functionality

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Responsibilities: Consultant PS upgrade 8.3 to 9.1

• Demonstrated new functionality between 8.3 to 9.1
• Prototype 9.1 functionality
• Create functional design specifications for Self Service ESS , Manager Self Service MSS , and Enterprise Learning Management ELM gaps that were identified in a previous phase of the project
• Review other analysts design specifications to ensure they take advantage of 9.1 delivered functionality and follow best practices

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Responsibilities: Lead Technical consultant upgrade 8.9 to 9.1

• Gather requirements
• Created fit/gap documentation showing which requirements would be accommodated with delivered PeopleSoft and which would need customizations and/or recommended business process changes
• Demonstrated new functionality between 8.9 to 9.1 for all modules owned
• Identify and document customizations
• Lead Retire / Replace / Retain meetings and provided recommendations
• Document upgrade decisions
• Assist PS Admin with script modification
• Suggested and Implemented methodology to remove hard coding from customizations and use table based approach
• Retrofit customizations that were identified to be retained SQR, App Engines, Messages, Pages, PeopleCode, etc
• Unit Test customizations
• Reviewed and updated test plans to ensure testing is complete
• Write conversion scripts for customizations that could be replaced with delivered functionality
• Assist in the testing of the system
• Worked with project manager to develop project plan

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Responsibilities: Functional consultant upgrade 8.9 to 9.1

• Gather requirements
• Created fit/gap documentation showing which requirements would be accommodated with delivered PeopleSoft and which would need customizations and/or recommended business process changes
• Demonstrated new functionality between 8.9 to 9.1 for ePerformance and Benefit modules.
• Created functional requirement documents for ePerformance, Benefits, Regulatory Reporting, eProfile, and Profile Management

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Responsibilities: Technical/Functional co-lead for HR 9.0 Implementation for 7 countries

• Used new PeopleTools functionality to create several XML Publisher reports
• Updated several delivered XML Publisher reports
• Gather requirements from combination of questionnaires, in person interviews, and process mapping for all 7 countries
• Created fit/gap documentation showing which requirements would be accommodated with delivered PeopleSoft and which would need customizations and/or recommended business process changes
• Designed and Developed security matrix for various roles in HR and self service
• Worked with functional team
• Developed training materials and procedural instructions for functional users
• Developed training materials and procedural instructions for internal security team to takeover maintenance of PeopleSoft HR security in the future
• Designed, Developed, and tested online customizations that were required based on high importance gaps identified
• Designed, Developed and tested query, xml, and SQR reports for security and functional teams use
• Developed and instructed key users on how to use PSQuery and provided listing of commonly used tables/views
• Created Test Plans
• Worked with functional team to ensure test plans were completed properly

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Responsibilities: Technical Lead upgrade 8.8 to 9.0

• Analyze and document SQR, Crystal, Cobol and App engine and Peoplecode for impact with the upgrade
• Create mapping document for changes needed for customizations
• Allocate tasks to 4 developer team
• Provide methodology and check points to development team
• Reviewed periodic samplings of customization retrofits to ensure development team was properly doing them
• Led fit/gap effort with functional team to ensure which functionality would be retired, replaced, and retained
• Worked with functional lead to develop test plans
• Worked with project manager to develop project plan
• Used new PeopleTools feature to identify customizations and do compare reports for Retire/Retain/Replace decisions

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Responsibilities:

• Develop 401k Estimator
  • Create 401k Estimator tool using employee payroll and benefits data.
  • Modified design and end product based on super user and management recommendations
  • Reduced ongoing maintenance created the tool to use message catalog to reduce amount of maintenance by IT and allow super users to maintain to a larger degree
  • Additional modifications were made in October for requested layout changes, handling the change in pay calendar to handle some users having 26 and others having 27 pay periods, and changes in wording

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Responsibilities:

• Technical Lead 9.0 Fin implementation First PeopleSoft implementation client ever had
  • Primary roles on project were to get customizations created that were required for go-live AND to teach client technical team to troubleshoot, design, code, and be able to maintain system going forward.
  • Design and create customizations needed
  • Teach client developers
    • PeopleSoft coding SQR, App Engine, Peoplecode, Pages, etc
    • PeopleSoft query
    • PeopleSoft tables for each of the major processes they will use
    • Created various presentations and documents for client to use as cheat sheets and reminders
  • Gather and assess requirements for customizations

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Responsibilities:

• Project Advisor - Upgrade of Fin 8.4 to 9.0 and HR 8.3 to 9.0 as needed
  • Advised technical team on upgrade administration tasks
    • Troubleshooted and modified upgrade scripts
    • Offered expertise on various methodologies to do flag flipping, proceed with first pass, settings needed to run compares, and tell how to avoid various upgrade pitfalls
    • Offered suggestions and fixes to major issues as they arose
  • Advised technical team on development tasks
    • Provided templates, mapping documents, and methodology to identify customizations, do RRR analysis, retrofit, and track thru to testing of customizations.
    • Assisted in additional data mappings as needed
  • Created initial estimates
    • Provided initial estimate of LOE
    • Provided initial estimate of project team needed

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Responsibilities:

• Upgrade Architect - 8.8 to 8.9 PS HRMS Upgrade
  • Lead all aspects of the upgrade
  • Teach client Drivestream upgrade methodologies and tools
  • Gather and assess requirements
  • Create and review technical design including across the board logic changes brought on by person model
  • Review functional design
  • Develop retrofits
  • Assign work to offshore and onshore resources including client's resources
  • Review retrofit work
  • Develop detailed project plan
  • Review progress and offer suggestions for all aspects of the project

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Responsibilities:

• Lead Technical Consultant ADP Payroll Interface redesign
  • Create Technical Design Documents
  • Oversee offshore development team
  • Test and error correction of development of interface

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Responsibilities:

• Lead Consultant Benefit and Profile Self Service Project
  • Create functional and technical documents
  • Gather requirements
  • Provide deep dives on delivered functionality and lead fit gap sessions

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Responsibilities:

• Lead Technical Consultant PeopleSoft HR 9.0 Upgrade
  • Create Technical Design Documents

• • Perform analysis of impact of change to custom and customized SQR's, App Engine, PeopleCode, Crystal Reports, and Queries.
  • Perform analysis and documented customizations that can be eliminated by working with business users and functional resources.
  • Performed Fit/Gap and answered technical questions during other functional areas Fit/Gap sessions
  • Create and test data conversion scripts from formerly customized tables to delivered tables
  • Perform modifications of custom SQR's, App Engine, PeopleCode, Crystal Reports, and Queries.

• • Perform unit testing of customized objects
  • Create handoff documentation

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Responsibilities:

• Technical Consultant Acquisition Project Client acquired a competitor that was at over 50 of their size. Project was to quickly load all employees into PS and continue to allow existing and newly acquired units into the PS system. This was an ADP HR/Payroll system to Peoplesoft project
  • Create High Level Technical Design Documents

• • Create Mapping of data from existing system to new fields
  • Designed security changes needed for acquisition
  • Worked with team to create critical decision document listing what decisions had to be made by what dates and who assigned in order to meet go live.

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Responsibilities:

• Lead Technical Consultant - Upgrade Assessment 8.3 to 9.0
  • Create and update various workbooks to gauge the level of usage and customizations of various modules.
  • Analyze complexity of implementing various new technology and functionality that Peoplesoft has delivered in 9.0 based on responses to questions in workbooks and in person sessions.
  • Answer technical and functional questions that client asks during in person assessment
  • Lead Customization section and determined impact of table changes from a high level
  • Secondary presenter of new functionality to all modules
  • Create cheat sheet of tables that are removed that are a major impact, replacement tables, and data mappings for 8.3 to 9.0
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Responsibilities:

• Technical Consultant
  • Create Technical Design Documents
  • Develop and Unit test several MSS and ESS customizations:
    • Manager Approve Time Online page Create a page that allows Managers thru MSS online pages to approve/deny their direct reports Time without having to go thru multiple screens and clicking future and previous week buttons
    • Print Paycheck ESS customization to have a printer friendly version of the paycheck available for employees. Created an SQR and added a link to the paycheck view page to view output of the SQR in a separate window.
    • Termination Report Create a termination report that goes to IT Staff to ensure that system access is removed for all systems. Report shows only assigned units to each IT Staff member and is emailed to people only when their assigned area s have terminations to report.
    • Balances View Page ESS customization to allow employees to see their balances of PTO, Sick, and Tax balances as of any date the user inputs
    • Termination enhancements MSS enhancement to add ability to add comments to the termination page as well as changes to wording of the pages.
    • Online Benefits Termination Page Create online page for HR to be able to view and maintain custom table for benefits terminations of employees and their dependents. Previously this was maintained via SQL inserts, deletes and updates.
  • Financials / Supply Chain production support

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Responsibilities:

• Technical Consultant
  • Designed, coded, and tested customization to allow Training programs to be assigned to individual employee as required courses
  • Designed, coded, and tested custom SQR to load jobcode and existing custom table from an excel file
  • Designed, coded, and tested customization to the Training Summary Page to show an employees required courses and the course completion status
  • Designed, coded, and tested customization to add required training to both online and report performance appraisals.
  • Created Foxwoods template for Technical Specification Document
  • Provide technical assistance and knowledge transfer with production support and enhancement issues that Foxwoods staff had little experience with

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Responsibilities:

• Technical Consultant
  • Designed, coded, and tested custom Component Interfaces to load Hire, Tax, Direct Deposit, Education, Emergency Contacts, Licenses, Dependent, and Prior Work Experience data from a 3rd Party interface of BrassRings Recruiting Solution.
  • Designed and coded staging tables and pages to display staging tables
  • Worked with another consultant to create messages to load staging tables from XML file.

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Responsibilities:

• Lead Technical Consultant Upgrade Assessment 8.3 to 9.0
  • Create and update various workbooks to gauge the level of usage and customizations of various modules.
  • Analyze complexity of implementing various new technology and functionality that Peoplesoft has delivered in 9.0 based on responses to questions in workbooks and in person sessions.
  • Answer technical and functional questions that client asks during in person assessment
  • Lead Customization and Benefits section and determined impact of table changes from a high level
  • Secondary presenter of new functionality to all modules

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Responsibilities:

• Technical Consultant
  • Designed, coded, and tested customization to Financials Treasury AppEngine program TR ACCTG to mark duplicate data.

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Responsibilities:

• Release Manager
  • Coordinate and Plan project migrations between Dev and Test and Production environments for multiple PeopleSoft modules
    • Attain signoff from Developers, Functional Owners, PS Administrators, and Business Analysts for all migrations
    • Responsible for tracking all migration requests
    • Provide necessary information to external and internal auditors about migration requests ensuring separation of duties and that SDLC procedures are followed.
    • Review Code to ensure that SDLC and coding standards are met
  • Create cut-over Go-Live weekend plan for HRMS upgrade to 8.8 SP1
    • Create Resource Schedule
    • Create Task List with timelines and resource responsibilities
    • Track Milestones
    • Create critical resource Contact List
    • Responsible for attaining user signoff for upgrade
    • Responsible for ensuring users properly tested during Go-Live weekend.
  • Create and maintain upgrade plan and go-live cutover plan for Financial and Supply Chain upgrade from 8.4 to 8.9
    • Send out daily emails reminding Business Analysts, developers, and managers which activities need to be complete the next couple of days
    • Track progress and actual time to complete tasks
    • Create task list to follow during upgrade dry-runs and update to reflect any additional tasks

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Responsibilities:

• Developer on PeopleSoft Financial 8.4 to 8.9
  • Perform analysis of impact of change to custom and customized SQR's, App Engine, PeopleCode, Crystal Reports, and Queries.
  • Perform modifications of custom SQR's, App Engine, PeopleCode, Crystal Reports, and Queries.
  • Perform unit testing of customized items.
  • Advise client on impact of upgrade to various data changes between versions

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Responsibilities:

• Project Manager/Developer on upgrade from PeopleSoft 8.8 to 8.9
  • Developed and modified custom SQR's, Peoplecode, Crystal Reports, App Engine, and COBOL for 8.9 environment
  • Delegate work to other team members assigned to the upgrade
  • Track milestones
  • Lead Weekly project meetings
  • Perform analysis of impact of change to custom and customized SQR's, Cobol, App Engine, PeopleCode and Queries.
  • Manage expectations of client groups HR, Benefits, Payroll, Security
  • Manage interactions with client groups
  • Assist Client groups in development of Test Plans for the upgrade
• Project Manager and Technical lead of Performance Management project
• Led Vendor Selection process
• Lead project meetings
• Tracked milestones
• Develop business case for presentation to executives for budgetary approval
• Involved in Contract negotiation
• Led Implementation of Halogen eAppraisal
• Developed interfaces between Halogen eAppraisal and PeopleSoft
• Develop forms for use in performance appraisals
• Designed and Developed interim PeopleSoft based performance management system using Rapid Application Development techniques in less than 2 months to provide an electronic system for managers to use before we were able to get the Halogen system purchased and implemented.

Project Manager and Technical lead of Learning Management project

• Lead of Vendor Selection process
• Develop business case for presentation to executives for budgetary approval
• Lead project meetings
• Track milestones
• Designed reporting relationship structure that is used in PeopleSoft for St. Luke's
• This structure will be used for any reporting relationships within St. Luke's.
• 24/7 production support
• Analysis, Design, Construct, and Test new applications
• Maintain HCM HRMS modules
• Develop documentation and coding standards for PeopleSoft

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Responsibilities:

• 24/7 production support
• Analysis, Design, Construct, and Test new applications
• Maintain the payroll, time and labor, HR, and Training module
• Technical lead on upgrade from PeopleSoft 8.01 to 8.9
• Upgraded Custom SQR, App Engine, and Crystal Reports to 8.9 environment
• Develop documentation and coding standards for PeopleSoft upgrade

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Responsibilities:

• 24/7 production support
• Analysis, Design, Construct, and Test new applications
• Maintain the payroll, incentive compensation, and relocation systems
• Technical Lead on the Incentive Compensation System upgrade using MicroFocus COBOL, SQR, and ASP.Net.
  • Analysis and Design of web pages using .Net
  • Design process flows
  • Work with a team of up to 10 analysts
  • Create and Modify SQR, COBOL, and web pages
  • Design tables
  • Modified crystal enterprise 10 reports
  • Document processes
  • Facilitate status meetings

Technical Lead on the Relocation System upgrade built using SQR, ASP, and MicroFocus COBOL.

• Worked with client groups to gather requirements
• Design web pages
• Design batch processes
• Create and test those processes.
• Worked with 4 other associates to build and implement this system in approximately 7 months.
• Created over 50 PeopleSoft Queries for the client to use.

Integrate multiple 3rd party solutions or interfaces into existing systems

• National Equity
• Relocation Resources
• ADP
• JAT
• Schedule and facilitate meetings to discuss progress and issues
• Design, create, and test three enterprise wide applications State-W4, Paycheck View, and Direct
• Deposit all using PeopleSoft 8.8.
• The State-W4 application involved designing several tables, pages, PeopleCode, and processes. I created the tables, pages, and worked with functional users to develop processes for each state. The application is table driven and will give messages or pages for all W4 needs. Over 120,000 associates view this page.
• Paycheck View: Design, build the pages, and create the associated PeopleCode. Worked with other development members to create a table to quickly pull all necessary paycheck data and transfer it to our HR server. Worked with the client groups to integrate suggestions to improve page layout. Over 120,000 associates view this page.
• Design and Create pages while following user requirements to create a direct deposit online application that has the potential to be viewed and used by over 120,000 associates.

Test and customize Tax Updates

• I have modified COBOL, SQR, and PeopleCode for tax updates.
• I then ran unit, system, and User Acceptance Testing on the affected payroll processes.

Modify customizations for W2 year-end processes.

• I have modified/written COBOL, SQR, Peoplecode for the W2 year-end process.
• Also was responsible for documentation, testing, and acquiring user sign-off.

PeopleSoft Training

• PeopleTools 1 2
• PeopleCode
• AppEngine
• WorkFlow