Implementation Kickoff Copyright © 2014 All rights reserved. Insert Customers Logo

Introductions of Teams Products/Services Selected High level overview of the Implementation Process Roles and Responsibilities Q&A Next Steps Agenda

Insert Customers Name – Name, Title - Phone Number – Name, Title - Phone Number – Name, Title - Phone Number – Name, Title - Phone Number Insert Customers Name

Infinisource Implementation Team Introductions – Name, Project Manager Insert Direct: Insert Phone – Payroll IS, Payroll Implementation Insert Direct: Insert Phone – Julie Carothers, TF Implementation Coordinator Direct: (800) ext – Insert Additional Subject Matter Experts as assigned: TimeForce Implementation Specialist, Benefits Implementation Specialist, Data Extractor and Convertor – Chris Mantua, VP, HCM Implementation Services Infinisource Team

Products Selected- Comprehensive Bundle

Migration Payroll – Previous System to iSolved Time & Attendance – Previous System to TimeForce New Automation Benefits – Enrollment and Eligibility Human Resources – Performance Management/Employee Self Service (ESS) Products/Services

Additional Services – Adjust to Contract -Cobra Administration (includes Premium Collection and COBRA Eligibility Management Services) - Flexible Benefits Administration (FSA, HRA, Transportation Admin) -Carrier Feeds – (Insert #) - How are you managing them today? -OnBoarding -Applicant Tracking Additional Services

Transition to Implementation Your Sales Representative will work with you to gather the initial information we need to get started. We’ll assign a team of resources responsible for implementing your solutions. Planning & Analysis You will provide additional information about your company’s policies and pay practices and begin working with your assigned team to plan your implementation. This is an opportunity to align expectations and timelines. Account Creation We’ll create your account in iSolved based on the information you provided. Configuration & Data Load We’ll configure your account to meet your company’s policies and practices, and work together to obtain and audit your data to import into iSolved. Training We’ll train your administrative staff on use of the software and verify together that everything works as it should before going live. First Check Date Preview, validate and then process payroll! Transition to Customer Support Engage with customer support to address your ongoing questions. HCM Implementation Process

Planning & Analysis Implementation Phases – Planning & Analysis Insert Customer Name ResponsibilitiesInfinisource Responsibilities Complete and Return Forms, Surveys or Analysis for Payroll, TimeForce and Benefits Infinisource will be able to assign Subject Matter Experts (SMEs) to implement each service Participate in Analysis Meetings for each purchased service SMEs will ask in depth questions regarding each service to ensure that each service is setup and configured in iSolved based on Insert Customer Name needs

Account Creation -Client Information -Work Locations/Tax -Bank Account, Check & Delivery Package Options -Pay Groups & Schedule Implementation Phases – Account Creation Infinisource Responsibilities We will create your account in iSolved based on the information you provided during the analysis meetings.

Configuration – Payroll Earnings, Deductions, Memo Codes, Deferred Comp Organizational Tables – TimeForce Overtime, Accrual Polices, Schedules & Rounding, Breaks, Meals, Holidays – Benefit Plan designs, Coverage levels, Rates (Employee & Employer) When is your Open Enrollment? Plan Renewal? Implementation Phases – Configuration and Data Load Insert Customer Name ResponsibilitiesInfinisource Responsibilities Participate in Database Review with Payroll, TimeForce and Benefits We will configure your account to meet your company’s policies and practices

Data Load Who should our data team contact to access Insert Previous Provider? Payroll data – Current YTD Balances – Prior Year Balance Employee Data – Current EE demographics, recurring deductions, direct deposit setup and accrual balances. Implementation Phases – Configuration and Data Load Insert Customer Name ResponsibilitiesInfinisource Responsibilities Provide Infinisource's Data Team with access to systems/data for Employee Data and Current Year Payroll Balances Our Data Team will extract and format imports of the Employee Data and Current Year Payroll Balances for the Payroll Specialist to import into iSolved Verify Accuracy of Data in iSolved (Payroll, HR, Benefits) and/or TimeForce Provide access to iSolved for Quality Assurance of iSolved (Payroll, HR, Benefits) and/or TimeForce

Training – iSolved Employee Management Training – Employee Self Service (ESS) Training – TimeForce Administrator Training & Supervisor Training – Benefit Administer Training – Payroll Review Implementation Phases – Training Insert Customer Name ResponsibilitiesInfinisource Responsibilities Participate in iSolved (Payroll, HR, Benefits) and/or TimeForce Training SMEs will provide training of iSolved (Payroll, HR, Benefits) and/or TimeForce

First Check Date – Wire vs. Impound – Federal 941 Tax Deposit over $100K each payroll? Payroll funding amount (DD, Tax and Billing) over $500K each payroll? – Current Process date? Implementation Phases – First Check Date Pay GroupPay Period Begin DatePay Period End Date1st Pay Date UPDATE Insert Customer Name ResponsibilitiesInfinisource Responsibilities Provide Infinisource with Tax POA's, Banking Information (including a VOID check), Check Signatures Project Manager will submit all Information to the Tax Team for setup and approval for first payroll process Participate in first Payroll ProcessingHelp Insert Customer Name process first payroll on iSolved

Post Implementation / Transition to Customer Support Once we have all of the purchased services implemented we will transition you to customer support Implementation Overview- Transition to Customer Support Insert Customer Name Responsibilities Implementation Customer Satisfaction Survey

Expectations – Communication Weekly Status Call /Phone as needed – Meeting Routines Accomplishments Discovery Next steps Expectations

Questions? Q&A

 Example Infinisource - Next Steps

 Example Insert Customer Name – Next Steps

Empowering Companies and People to do Their Best Work One Source. Infinite Solutions.