ITS Integrator User Group 2015 Feedback on the Strategic Direction of the ITS Integrator HR / Payroll Systems ITS Integrator User Group 2015

Objectives with the Roadmap improve the usability of the system future proof your investment in ITS Integrator improve the scalability of the iEnabler products improve and/or enable the use of web-, cloud- and mobile devices keep on continuously improving and enriching functionality based on feedback from clients, advice from industry experts and own research.

The strategy to meet our objectives Implement new technology while introducing some functional improvements Focus implementation on system areas used most intensively Continue partnering with clients to drive system functionality through Consideration of development requests (ITS Integrator User Group and Other) Continuously reassess the relevance of system modules (from user group- and other feedback) Develop adaptors / interfaces to systems that provide functionality outside the core ITS Integrator scope

Some Internal Arrangements to execute the strategy Use a Dedicated Development Team Get assistance from Industry Experts Retraining and Reskilling of Staff Adopted the Agile Development Methodology

Summary of Roadmap (With changes since March 2014) Short Term Integrator 4 Int 5 First Priority Medium Term Long Term Travel Requests  Post Structure HEMIS Time-sheets per CESM Process Automation Succession Planning Overtime Work Agreements and Claims  Personal Details Maintenance Personnel in multiple offices (Multi Campus) Multi-company Payroll – part 2 Career Planning Probation Appointments - Biographical In Process Multi company Payroll part 1 – Restrictions, etc. Improved User Interface for the Routing Set-up Interface - Time and Attendance E-Recruitment Beta Service Records Routing Set-up Personal Information Survey  Monthly Payroll Inputs Self-Service Skills Development Leave Records Maintenance  Improve Self-Service Evaluation

Short Term Travel Requests (Session 44) Overtime Work Agreements and Claims (Session 44) Process automation regarding probation (Session 44) E-Recruitment (Session 44) Personal Information Survey Staff to review and confirm correctness of Statutory Information (Session 42 – Yesterday) Self-Service Skills Development (Session 45)

Integrator 4: Post Establishment Structure Improved User Experience Achieve a 360° view of a Post by presenting it in Entry Point (EP) format Performance Management (Including KPA’s, Tasks and Skills) Organizational Contacts Much improved context Posts displayed in relation to Organizational Structure Better arrangement of options - new Submenu/Subsystem structure Code Structure Set-ups for Posts Screens with Post Information Reports and Validation Lists for Posts Features to improved use of Posts in Appointments Default Office Information Default Appointment Type Senior Post will be used to default Supervisor Added Restriction to the number of Personnel per Post

Integrator 4: Post Entry Point

Integrator 4: Post Establishment in Organizational Context Search and Display List of Posts Additional search criteria - was not previously possible (e.g. when using “Query” in Integrator 3) Searched Posts display in a List (Table) format

Integrator 4: Posts – Rearranged Menu Structure

Integrator 4: Posts – Rearranged Menu Structure

Integrator 4: Posts – Rearranged Menu Structure

Integrator 4: Posts – Rearranged Menu Structure

Integrator 4: Posts – Improvements of Appointments

Integrator 4: Personal Details (Excluding Biographical) The screens are developed around a Standardised Usage Pattern Search Area at the Top Table Layout to display a List of Records found Form Layout below Table Layout to maintain the record with the focus

Integrator 4: Maintenance of Personal Details / Qualifications

Integrator 4: Leave Records Give the Leave Administrator an improved overview through Advanced Search Criteria Listing Records for Multiple Leave Types and/or Personnel Members (according to Search Criteria) New screen to Search and List Leave Balances

Integrator 4: Leave Records

Integrator 4: Leave Balances

Integrator 4: Personnel Biographical New and improved functionality to handle and automate the Appointments Process Some measures already in place e.g. iEnabler Appointments and E-Recruitment Improve the User Experience More on the next slide Improve handling of UIF Status and UIF Reason in the last month of the person Functionality to assist with process automation Forecast End Date

Integrator 4: Personnel Biographical Improved User Interface Much improved context Table/List of Personnel Members according to various search criteria vastly improves context Users navigate from the Table to the Maintenance Screen Fields grouped into boxes Defaults to make appointment of staff less labour intensive Appointment Type, Leave Package and Office (From new fields on Post) Direct Supervisor (From Active Service Record for Senior Post) Stats Category (From new field on Appointment Type) Table Tax or Fixed Tax Rate (From Global Earnings/Deductions on Appointment Type) Make it easy for HR to indicate benefits when appointing a new person Pension Fund -, Provident Fund -, Medical Aid - and Group Life Membership

Integrator 4: Personnel Biographical – Show Personnel in Context

Integrator 4: Personnel Biographical – Form Layout to Maintain Detail

Integrator 4: Personnel Biographical – Benefits / Fund Membership

Integrator 4: Monthly Payroll Inputs: Individual Earnings / Deductions Rework the screen to make it easier and less labour intensive. Restrictions to allow Payroll Accountants better control Limit Earnings / Deductions that will be allowed Prevent changes in Calculation Method, Salary Level, etc. where applicable

After Integrator 4 : First Priority HEMIS Timesheets per CESM instead of per Subject Allow multiple offices per personnel member For Institutions with a multi campus scenario Use the information in Stats Space Reporting Improve handling of multiple companies in the same payroll Facilitate distributed inputs, keep centralized rules and processing User Restrictions to restrict a user to a single company (in the Payroll) Multiple companies in the Finance System handled by different General Ledgers Prevent Transactions Across Ledgers (For example where GLA’s are indicated on Earnings / Deductions) Ensure that a single personnel member is paid from a single company (For Tax Certificate Purposes) In case of funding from multiple companies, funds transfer can be automated through Splitting of Salaries (Introduced in Integrator 3)

Automation of Processes with notifications Medium- and Long Term Automation of Processes with notifications Work Permit Renewals, and Actions linked to Ends of Contract Improved handling of multiple companies in the same payroll Institution Tax Numbers, UIF Registration Numbers , Cashbooks, etc. per company Make the Routing Set-up screen simpler and easier to use

Interface to Time and Attendance systems. Medium- and Long Term Career Planning Self Service Succession Planning Interface to Time and Attendance systems.

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