David M. Erickson; Microsoft Dynamics AX ® And Elevate HR ® Integrated Solution A Demonstration 11/20/2014

Confidential and Proprietary Agenda  Introduction  Worker Lifecycle Management  Positions and Jobs  Recruiting and Onboarding  Updates, Transfers, Terminations, Position Requisition  Manager Self-Service  Time and Accrual Management  Benefits Administration  Universal Payroll Connector  Succession and Career Management

Confidential and Proprietary Mission Elevate HR is the leading global provider of solutions for Human Capital Management (HCM) within Microsoft’s Dynamics AX ERP platform

Confidential and Proprietary Elevate HR Profile  Elevate HR is the pre-eminent, dedicated provider of Human Resource products and services in the global Microsoft Dynamics AX market  Original developers of Microsoft Dynamics® AX Human Resources and Questionnaire modules (OEM)  Originated as MindKey in 1998  Sold IP to Microsoft after AX 2009 release  MBO of MindKey Dynamics AX HCM practice in 2010 to form Elevate HR  Subject matter experts in Human Resources, HR processes and technology, business transformation  We develop products to extend the Human Capital Management modules of Dynamics AX  We implement the full suite of HCM and Payroll for Dynamics AX

Confidential and Proprietary Core HCM  Employee/Contractor Data  Jobs and Positions  Hierarchical and Matrix Orgs  Integrated HCM Process and Workflow  Benefits Administration (Admin, On-line Open Enrollment, and Advanced)  Employee/Manager Self-service  Payroll Interface (to external payroll)  Compliance Reports  Compensation for Managers Talent Management  Competency Management  Course Administration  Succession & Career Planning  Recruiting, Applicant Portal  Performance Management Workforce Management  Absence Management  Reporting and Analytics  Time and Attendance, PTO Accrual Elevate HR Solutions & Roadmap

Position Organization Positions & Jobs Recruiting Onboarding Worker Lifecycle Management

Confidential and Proprietary Job, Position and Worker  Three critical elements of HRM in AX  Job: “What gets done”  Job description  Skills and requirements needed to complete a set of tasks  The relative amount a company is willing to pay for that work  Position: “Where it gets done”  An organizing mechanism—an individual box on an Org Chart  A “budgetable” entity, the organization, location, and structure around where the work gets done  Influences regional pay differences  Worker: “Who does it”  … self-explanatory…  Employee or Contractor

Confidential and Proprietary Position Hierarchy

Confidential and Proprietary Position Form

Confidential and Proprietary Job Form

Confidential and Proprietary Recruitment Project

Confidential and Proprietary Applications

Confidential and Proprietary “Hire Worker” Process Wizard: Welcome

Confidential and Proprietary Employee id/lookup

Confidential and Proprietary Personal details

Confidential and Proprietary Personal address

Confidential and Proprietary Communication details

Confidential and Proprietary Employment details

Confidential and Proprietary Position

Confidential and Proprietary Employee fixed compensation

Confidential and Proprietary Employee fixed compensation

Confidential and Proprietary Employee variable compensation

Confidential and Proprietary Benefits parameters

Confidential and Proprietary “Hire Worker” Process Wizard: Finish

Confidential and Proprietary Wizard Retrieval

Confidential and Proprietary Hire Confirmation Checklist & Workflow

Confidential and Proprietary Position Hierarchy: Hired Employee

Update Move/Transfer Termination Position Requisition Other Employee Lifecycle Wizards

Confidential and Proprietary Additional Wizards

Confidential and Proprietary Update (Example: Payroll Setup)

Confidential and Proprietary Move/Transfer (Example: Lateral)

Confidential and Proprietary Termination (Example: Voluntary)

Confidential and Proprietary Position and Recruiting Requisition Position Requisition launched from Position Form

Configuration Enterprise Portal Deployment Workflow and Delegation Manager Self-Service

Confidential and Proprietary MSS: Client “as is” view

Confidential and Proprietary MSS Configuration: Field Level Control

Confidential and Proprietary MSS Configuration: Field Level Control Visible: show or hide Enable: allow edit of view only Mandatory or not

Confidential and Proprietary MSS: Field Level Control

Confidential and Proprietary MSS: Wizard on Enterprise Portal

Confidential and Proprietary MSS: Wizard Form on Enterprise Portal

Confidential and Proprietary MSS: Workflow actions (Client)

Confidential and Proprietary MSS: Workflow delegation (Client)

Confidential and Proprietary MSS: Workflow on Enterprise Portal

Confidential and Proprietary MSS: Workflow Delegation on EP

Time and Accrual Management

Confidential and Proprietary Time accruals on Enterprise Portal

Confidential and Proprietary Time Entry (EP); Journals on Client

Confidential and Proprietary Clock-in/Clock-out (i.e. POS terminal)

Basic Online Open Enrollment Life Events Benefits Administration

Confidential and Proprietary Benefit periods & summary (EP)

Confidential and Proprietary Benefit enrollment (EP)

Confidential and Proprietary Benefit plan options (EP)

Confidential and Proprietary Benefit plan options (detail)

Confidential and Proprietary Benefit Plans & Options (Admin view)

Universal Payroll Connector

Confidential and Proprietary Payroll Connector Mapping Tool

Confidential and Proprietary Payroll Connector Process Configure Run process Transaction Log Payroll data Do HR/Payroll business Output to Payroll Engine

Succession Management Career Path Career Plan Succession & Career Management

Confidential and Proprietary Career Path & Plan

Confidential and Proprietary Succession Plan, Current & Historical

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