4.2.5 End User Training




End User Training


Training of the end users is one of the most important steps for a successful system implementation. The end users should be utilized during parallel testing, so training will need to be rolled out prior to that. Getting the end users involved at this point is also a good way to get them excited about the system, as many of them may not have been involved with the project prior to training. Their assistance in parallel testing will help them prepare for when the system goes live. End users are good at using the system in more of a "real world" situation and can judge when process flows are not working. When everyone involved with using the system is included in the training, they will feel more confident about using it as they go into production and the user community will view the implementation as successful. The system may have been tested for functionality and all customizations are working accurately, but if the end users do not know how to use it or feel comfortable with it, then the launch of the new system will be viewed as unsuccessful.. Therefore, the timing of the end user training is critical and must be planned for and implemented prior to the start of the parallel test phase to ensure a successful implementation.

There are two possible solutions for training. The first is to use project team members to develop and deliver the end user training and the second is to identify a training partner to support the development and delivery of end user training, including a train the trainer component. Both options will be fully explored during the next phase of the project.


Using members of the project team to conduct training for the various departments will allow the end users to be better informed about how and why the system was developed. The functional experts on the team will be more knowledgeable with the Princeton PeopleSoft system. This will be more inclusive training for staff rather then vanilla PeopleSoft training from an outside vendor, unless the vendor creates and uses Princeton specific materials.

Hands on Training

Hands-on training is proposed for all central department end-users in HR, Benefits and Payroll. This training begins with a basic HR module and continues with more advanced training for individuals with functional responsibilities in HR, Benefits or Payroll. Since Benefits and Payroll builds on HR, it is important to understand how HR works in order to understand better how Payroll and Benefits works.

The Payroll staff will continue with hands-on payroll training. The Payroll staff will need to have the most intensive training. An overview of payroll processing and the payroll panels (PayCheck_Data & PayCheck_Summary) that HR and Benefits offices will be allowed to view should be included for these user groups.

Since the system is integrated, an overview of BenAdmin should be given to the HR and Payroll offices. This is important so that everyone understands their impact on these processes. Query and report writing should also be included in a separate training class so that the end users can write ad hoc reports and also know how to run and print delivered reports.

Based on the level of distribution of functionality included in scope, departmental training will address navigation of the system, definition of data fields, and basic reporting. This training may be supported through a classroom environment or through Computer Based Training (CBT). A separate training strategy is being developed and will be included in the Time Collection Project Plan.

Listed below are the areas that need to be developed for a successful PeopleSoft training that is Princeton specific.



Training Design

Identify Training Needs:


Design Training Materials/Documents



Design Support Materials


Finalize Design Document


Update Training and Support Materials Plan



Training Development:


Develop Training Materials/Documents



Develop Support Materials

Evaluate Training & Support Materials:



Training Delivery:



Training Support:


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