New Integration FEATURES Presented By: LOGAN CASHWELL

Simplification “Simplicity is the ultimate form of sophistication.” - Leonardo da Vinci “Making the simple complicated is commonplace. Making the complicated simple, awesomely simple, that's creativity.” - Charles Mingus

Simplification At its Best: Platinum Hire Add the PlatinumHire or PlatinumHire Enterprise Service Select a start date

Timeworks Plus API Integration Aasdfasdf

Timeworks Plus API Integration Aasdfasdf

What really happened? Who cares! Simplification What really happened? Who cares! Your client doesn’t. Which was our goal. In reality a lot of things have happened: A connection to the GetHired API is established Your software license ID has been verified A connection to the Execupay API associated with your license ID has been established (this has been previously established) Account verification takes place If no account exists, it is created on-the-fly The client logs in inside of a few seconds, a few extra seconds if a new account is being created.

Timeworks Plus API Integration

Timeworks Plus API Integration Retrieve Required Credentials from SwipeClock: Partner (Accountant) Number Partner (Accountant) API Secret To get the partner level secret using a Partner Login -> Accountant Menu and the section labeled Accountant Administrative Tools -> there is an option called “Accountant Level API Secret Management” to create and retrieve the Partner level API secret.

Timeworks Plus API Integration Retrieve Required Credentials from SwipeClock Partner (Accountant) Number Partner (Accountant) API Secret New ‘Settings’ icon has been added to Online Access

How to use this new tool? Timeworks Plus API Integration Scenario 1 You have a client who is using the existing SwipeClock integration You may migrate the client to TimeWorksPlus Move the client from TimeWorks to TimeWorksPlus on the SwipeClock side. Move the client from the old TimeWorks API to the new TimeWorksPlus API from within the Execupay TimeWorksPlus management tool. Scenario 2 New client is added to TimeWorksPlus on the SwipeClock side, and is then set up within the Execupay TimeWorksPlus management tool.

Navigation Migrate Show All Employees Refresh From SwipeClock Initiates the migration of a TW client to TWP. Show All Employees Initial view includes only employees who are already set up on TLM. ‘Show All’ allows you to see the full list of employees within the company, and add them to TLM. Refresh From SwipeClock Refreshes selected employee(s) from SwipeClock and saves available Additional Parameters to the database.

Navigation Initialize Update Password Initialize selected, or all employees for TWP API integration. This pushes relevant employee data from Execupay to SwipeClock and activates the employee. Update Password Updates the employee password on the SwipeClock side for non-SSO employee logins. Available only if ‘Password’ is mapped within ‘Client Setup’.

Navigation – Employee List

Navigation – Employee List

Navigation Additional Properties Base properties from SwipeClock, which are not native to Execupay are displayed, as selected within Client Setup. (same as TW employee setup TLM tab previously).

Navigation – Client Setup Activation of the Client Account Entry of Client’s Site Number Management of fields specified for Sync with SwipeClock

Navigation – Client Setup

Import

Import

Platinum Retire Setup Office Settings (Required to Enable PPX Marketing Only)

Platinum Retire Database Prep

Platinum Retire Setup

Platinum Retire Setup Payroll Operations Receives the Contract ID from PAi Payroll Specialist opens the Execupay / PlatinumRetire icon from within Clients > Company Select the client from the pull-down Add the Contract ID Setup 401k Details Complete Setup by clicking on the ‘Send Files’ button. The ‘Send Files’ button automatically submits the setup files to PAi for processing.

Platinum Retire Client Service Setup Client Service will be automatically inserted into the client record during the PlatinumRetire Setup process. This will also disable the marketing tile, which is no longer necessary If the client chooses to opt out from further use of ExecupayRetire / PlatinumRetire, the service must be removed from the Client Services screen. This will re-enable the marketing tile.

Platinum Retire File Transmission Files for OnDemand Execupay Licensees will be transmitted via Execupay Hosted Services Integration Services. One-Time-Setup within the Execupay Integration Database is required. Files for Replicated Execupay Licensees can be transmitted via Execupay Hosted Services Integration Services, at their request. Files for OnSite Execupay Licensees will be managed at the local server. Setup within the Execupay Integration Database is required.

Platinum Retire File Retrieval The retrieval of PAi Reverse File (payroll deductions) is automatically requested and imported once per day, before business hours. This time is set within the Execupay Integration Server as a Windows Task and requires configuration.

Platinum Retire Marketing Template This setting is required for each office in order for the PPx marketing template to push client requests for info in to the CXM. Without a marketing template specified, a generic marketing page will be displayed asking the client to contact their Payroll Specialist.

Platinum Retire Marketing Template

Platinum Retire Marketing Template Once clicked, the “Request Information” button will automatically gather the following information and transmit it to PAi for follow-up with the interested client: First Name Last Name Company Email Phone City State Employees Additional Information (Licensee ID for Client Identification Purposes) Also upon click, a CXM ticket will be generated based upon the setup below indicating that this client has shown interest in the product and has requested more information.

Platinum Retire Marketing Template

Thank you for watching Contact us: logan.cashwell@execupay.com www.execupay.com 10500 Heritage Blvd. #110 San Antonio, TX 78216 Note: Insert your picture by clicking on the Picture Place Holder Icon, then send it back!