Overview
Background
This project FIN132 is for
-
Oracle HR & Payroll Annual Maintenance 19/20 :
- to ensure Legislative compliance with application of any HMRC or other legislative patches and that
- available Oracle security patches are normally also implemented within this project providing the benefit of ensuring the security patching is up to date
Scope
This project will progress the work required to ensure the University meets its legislative obligations for applying any Tax Year End and other annual compliance updates for Oracle HR & Payroll. This is a standard recurring event (although not multi-year) to meet HM Revenue & Customs requirements. There is a significant IS and Business Partner input, to ensure the HMRC application has been updated to the appropriate legislative status, and to complete the actual Tax Year End and Tax Year Start for the required Tax year.
In addition, Oracle require that the appropriate patches (RUP12) must be applied before Legislative Patches. The RUP12 (plus any pre-requisite patches) and any legislative patches are progressed during January in Phase 1, although normally we aim to start Phase 1 Pre-requisite patches earlier.
The scope of the project will be to include;
|
No. |
Project Scope |
|
1 |
Outstanding mandatory security patches |
|
2 |
Data refresh (clone) of the database and application at start of project |
|
3 |
Outstanding pre-requisite patches needed for the Tax Year End patches |
|
4 |
All Mandatory Tax Year End / Start patches and any agreed optional patches |
|
5 |
Any post budget patches required this year |
|
6 |
Data refresh (clone) of the database and application at end of project |
|
7 |
Any considerations regarding moving onto HR Core in 2020 |
|
8 |
Any requirements required for moving onto HR Core in 2020 |
The following does not include:
- parallel running with Core or
- decommissioning HR Oracle
|
No. |
Out of Project Scope |
|
1 |
parallel running with Core |
| 2 | decommissioning HR Oracle |
Objectives and Deliverables
The project objectives and deliverables include:
|
No. |
Project Objectives |
Priority / MoSCoW |
|
O1 |
Ensure that all agreed security patches are applied to Oracle HR & Payroll DEV, TEST and LIVE by end May 2020 |
M |
|
D1 |
Security patches are completed through Dev, Test and Live (At start and end of project before clones) |
M |
|
O2 |
To complete data refreshes (clone) in DEV and TEST of the database and application (+ HRCONF if required) |
C |
|
D2 |
Cloned development and test environments on the same database release as the Live environment (+ HRCONF if required) |
C |
|
O3 |
To ensure that the University completes any outstanding pre-requisite patches as well as any Tax Year End patches and Tax Year Start patches to remain compliant with UK legislation by March 2020 (TYE) |
M |
|
D3 |
Created and applied list of patches to Dev, Test and Live (Pre-requisite, TYE, TYS and Budget, may also include Auto Re-enrolment and Scottish tax changes) |
M |
|
D4 |
Fully patched DEV (as agreed under deliverable 3) |
M |
|
D5 |
Fully patched TEST (as agreed under deliverable 3) |
M |
|
D6 |
Fully patched LIVE (as agreed under deliverable 3) |
M |
|
O4 |
Comply with any Legislative change resulting from the budget announcements in March 2020 (if required) |
M/C |
|
D7 |
Applied Oracle patches arising from the UK Budget of March 2020 (if required). |
M/C |
|
O5 |
To complete data refreshes (clone) in DEV and TEST of the database and application |
C |
|
D8 |
Re clone environments at end of project (if required) |
C |
Benefits
Benefits that will be delivered by successful completion of the project:
|
No |
Benefits |
|
|
1 |
The University will remain compliant with any HMRC changes for 19/20 and will not face any penalties or bad press for non-compliance |
|
|
2 |
Oracle HR & Payroll system will be patched to cover any security updates provided by Oracle reducing the chance of any breaches of security of sensitive data |
|
|
3 |
Remain compliant for 2020/21 - start of year |
|
Ensures Legislative compliance with application of any HMRC or other legislative patches.
Increased security for the Oracle HR & Payroll system through application of security patches
Success Criteria
The success criteria can be found below:
|
No |
Success Criteria |
|
|
1 |
All UK legislative requirements are met and Oracle HMRC functionality is unaffected |
|
|
2 |
Alignment and management of dependencies to support the successful deployment of the new Core system |
Project Milestones
(Please copy and paste from Milestones log)
| Stage | Milestone | Due Date |
|---|---|---|
| Plan | Planning - Brief (MAJOR) | 15-Nov-2019 |
| Execute | Start Clones | 29-Nov-2019 |
| Execute | Start Security Patches | 04-Feb-2020 |
| Execute | Phase 1 - RUP12 + any pre-requisites | 04-Feb-2020 |
| Execute | 25-Feb-2020 | |
| Deliver | Phase 2 - TYE + other statutory requirements (MAJOR) | 03-Mar-2020 |
| Execute | Phase 2 - Deployment Signoff | 25-Mar-2020 |
| Execute | Phase 3 - Post Budget | 02-Jun-2020 |
| Execute | End Clones | 26-Jun-2020 |
| Close | Close (MAJOR) | 09-Jul-2020 |