Payroll Integration with MPAY Roundtable

Agenda: Panel Member Introductions 5 minutes Sync Overview2 minutes Roundtable Goal & Objective2 minutes Topics1 minute Discussion40 minutes Conclusion5 minutes Feedback & Q&A’s5 minutes Time Limit 60 minutes

Jennifer McCray InfinityHR Payroll Integration Product Consultant Phil Lamb InfinityHR Managing Director John McDonald InfinityHR Senior Software Developer Tony Bowden CEO Payroll Systems Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s

Stand-alone application designed to interface between InfinityHR and Millennium Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s Facilitates the transfer of employee data from HR to Millennium Passes employee paystubs, W2’s and time off accruals from Millennium to HR Millennium InfinityHR system of record Millennium Stand-alone application designed to interface between InfinityHR and Millennium InfinityHR system of record

Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s The middleware is 3 years old There have been over 30 versions to improve and enhance the tool Current version deployed 7/18/14 - v Middleware and Web Service Enhancements IHR Demographic Marital Status field to sync to Millennium. Middleware to look at Auto Pay and Auto Pay Hours fields in IHR Compensation record. Middleware to look at Direct Deposit Stop date. If record exceeds 100% throw and error. Review and update Override Pre-Note field. If new payroll record added in IHR then the previous record is automatically end dated to one day less than the newly created record’s effective date. Remove “Is Active” flag from State Tax record field. Allow for overlap of State Tax records if defined for different states. If a Cost Center is added in IHR and EE assignment made, recognize the update and pass over to payroll.

Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s Goal & Objective: Facilitate a meaningful group discussion that is engaging and helpful. Topics are clear and solicit specific feedback Topics are relatable across all Service Bureaus or sync partners Discussion is interactive amongst all attendees

Topics: Importance of roles and responsibilities Evaluating operational processes How to stay competitive Help identify ways to make the integration better Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s

Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s Discussion: Importance of roles and responsibilities – Tony Bowden Evaluating operational processes – Tony Bowden How to stay competitive – Phil Lamb Help identify ways to make the integration better – Jennifer McCray

Summary Discoveries / Conclusions Action items Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s

Feedback on today’s session Q&A Opportunity Panel Member Introductions Sync Overview Roundtable Goal & Objective TopicsDiscussionConclusion Feedback & Q&A’s

InfinityHR Resource Center: Web Service > Payroll Sync Guides > InfinityHR to M3 Interface Sync Guide M3 Middleware Release Notes Millennium Setup Notes Millennium Sync Check list Web Service > Knowledgebase Payroll Integration – Millennium Sync Web Service > Web Service Dashboard Other: Infinity Import Layout – Millennium Task Scheduler Guide and Sample Command Line Parameters Thank you for participating Middleware & Web Services Tool Kit

Importance of roles and responsibilities How important is it for the Service Bureau to manage their client and their expectations of the middleware? Would you say it is important that the Service Bureau be fully vested in both Infinity and so they can manage the sync program more effectively with their clients? Evaluating operational processes Have you had to make adjustments or process changes with existing payroll clients to begin using the middleware? Have you established a standard protocol for migrating existing payroll clients onto InfinityHR who will be utilizing integration? Do you go through a discovery process to determine if a client would be a good fit for InfinityHR and the middleware? How to stay competitive What are 3 competitive advantages of using the middleware? What is the most important attribute in positioning the middleware in the sales process? Help identify ways to make the integration better How would you improve the middleware onboarding process? What would you have liked to see? What was missing? Do you consider there to be any gaps with the data that syncs or how the tool functions? Roundtable Questions