Using Content Management and Search Technologies to Prevent Blind Spots in Your HR Systems Kelly Keeton – Solution Manager for HR

AGENDA Blind spots in HR Systems Content management Search – without going to a file room Efficiencies Wrap-up

Capture Content Management

Capture Manage Content Management NOTE

Capture Manage Protect Content Management

Capture Manage Protect Content Management

Create Your New Filing Cabinet  Personnel File  I-9 File  Disciplinary  Medical  Payroll  Benefits

Content

Single Click Access Drawer: Confidential File Folder: Employee ID Tab: First Name Field: Last Name Field: Department Field: Status HRIS System

Use case #1 An employee calls/ s with a question about W-4 allowance Pull up the employee record in the HRIS System ̶Integration with HRIS system See a list of all documents associated with the employee record, including the W-4 ̶Access documents while viewing an employee’s record on HRIS screen from the web or full client Click on W-4 to access the document in and respond to the employee ̶Immediate access to all employee file content ̶Access from secure repository from any time, from any place

Comprehensive Employee File No more:  HR has a file  Payroll has a file  Benefits has a file  Manager has a file  Multiple software systems to access All Documents in One Place

System Integration HRIS PeopleSoft, Lawson, SAP, ADP Retrieve documents from HRIS Secure Document Repository 3rd Party Applications Taleo, SuccessFactors, Silk Road, ADP Link host application with content from any other source Create document in the Secure Document Repository from data entry in 3 rd party application Upload data to HRIS and download from HRIS to the Secure Document Repository

Search

Search Example

Use case #2 The legal department notifies you of pending litigation You need to provide all documents associated with a former employee within one day Pull up the employee record in the HRIS System With one click, receive a list of all documents associated with that employee’s file Run a federated search for all other documents and correspondence associated with the employee Export the documents for printing Provide all information to legal department within the allotted time

Employment Laws I-9 Compliance Privacy/Security HIPPAA GINA ERISA OSHA COBRA Audits ICE JCH DOL

Why Go Electronic in HR? Reduce costs ̶Storage ̶Administration: Labor in searching for lost/misplaced documents Compliance ̶Secure files and accessibility ̶Retention ̶Audit Go green

Why Go Electronic in HR? Disaster recovery Accuracy ̶Always know where a document is located ̶Less manual keying – fewer typos ̶Document deficiency reporting Efficiency ̶Access – from any place, any time – all documents in one place ̶Better customer service ̶Save time for strategy!

After Before This is your desk

Kelly Keeton Solution Manager - HR QUESTIONS & ANSWERS

PERCEPTIVE SOFTWARE facebook.com/PerceptiveSW twitter.com/PerceptiveSW West 68th Terrace Shawnee, KS USA Phone: Toll-free: Fax: