Extend Sage HRMS with Plugins Elevator Pitch: Cyber Recruiter New Hire Plugin for Sage HRMS HR Actions facilitates onboarding by populating new hire onboarding forms with information collected in Cyber Recruiter during the recruiting process.

Maximize The Power of Sage HRMS Sage HRMS HR Actions Applicant/New Hire Interface Dynamic Forms Checklist for ESS NY WATP I-9 W-4 Position Control Sage HRMS Time & Labor Import Sage HRMS Garnishment Manager Sage HRMS Active Directory Conduit Custom Pay Stubs in ESS Interface to EmpowerTax Distributed Information Service Accruals in ESS Paperless Automate Integrate

The Pains of Static Paper Forms Processing Paper forms, routed manually… get lost or sit indefinitely on someone's desk are submitted late or incomplete miss required approvals are difficult to track or control Resulting in… Data quality issues Payroll processing errors Unhappy employees Frustrated managers Significant time spent on data entry Wasted time filing forms HR lacks time to focus on more important activities (e.g., strategic HR) Paperless

HR Is About Data – Make It Paperless! Sage HRMS HR Actions streamlines the delivery of HR services over the web Build paperless forms using Sage HRMS fields Deploy forms over the web Route for electronic approval Update Sage HRMS without re-keying any data Monitor and control the process

Overview of Sage HRMS HR Actions Build User defined fields Any HRMS fields* Create Forms Questions Set Default Routing Determine Access Organization Role Dates Establish Conditional Routing Rules Use Forms On The Web Universal Initiators Delegates Managers Employees Initiate Action Email notification Web review Routes Administer Monitor Audit Control Advance Cancel Update Sage HRMS Research/Report Online Personnel File * Benefits fields excluded

A Paperless Employee Lifecycle Pre-Employment / Onboarding Requisition to hire New hire Rehire W-4 Federal* W-4 State* I-9* Employee Self-service Personal details Forwarding address Sick time FMLA/LOA request Manager / HR Self-service Pay rate change Transfer Promotion Attendance adjustment Corrective action OSHA incident FMLA/LOA Retirement Termination/COBRA Goal Setting Performance Appraisal * Requires additional plugin

Benefits to Payroll Improves productivity by Eliminating data quality issues results in fewer processing errors Faster processing of transactions (e.g. fewer retro pays) Visibility into pending transactions with an effective date before the payroll end date Eliminating the need to file paperwork Improved service delivery to management & workforce

Benefits to Management Streamlines the approval process Access from any web browser Improved employee moral Reduces issues with employees’ payroll Improves productivity Managers and workers focused on core job functions rather than HR paperwork Visibility into pending actions as they route the approval process Easy, yet secure, access to employees’ personnel file and actions Significant cost savings Payback on HR Actions is typically 4-8 months

Benefits to Employees Supports multi-language capabilities Increased moral Reducing errors Faster processing Increased productivity Less time wasted tracking down HR forms and their status Reinforces employment brand Visual signature matches organization’s brand Meets employee expectations Using web-based technology to support employees GenX/GenY Supports multi-language capabilities

Target Markets 300ee tier & above Multiple locations Customers with ESS or SQL or interested in upgrading to SQL Customer or prospects that: 300ee tier & above Multiple locations Significant turnover (e.g. fast food, retail) Limited HR staff Strategically focused HR organizations Values process & documentation (e.g., audit trail) Technology “friendly” Employees have access to the web “Knowledge Worker” organizations Organizations “Going Green” or “Paperless”

New Acquisitions – The “New Core” Easy to collect and approve data that feeds Sage HRMS Involve the workforce (employees, managers, and admins) Data entry by HR and payroll is a thing of the past Online paperless access to personnel files Secure access via self-service Reporting HR and Payroll reports ESS reports Employee analytics (URL, Excel, Crystal) Sage HRMS with HR Actions and ESS on every new sale Message also resonates with existing customers

Existing HR Clients Consider a focused approach Use the prospect profile to help identify target clients Calculate the potential profit to your organization Use the How Much Profit Can You Make with HR Actions (XLS) on the HR Actions Partner Portal Set sales goals based on the size of the group you’ve identified Break down the goals based on your sales process

HR Actions Plugins Applicant/New Hire Interface Cyber Remote – other cloud based ATS Basic online application Dynamic Forms Checklist NY Wage and Theft Prevention I-9 W-4 Position Control

Applicant/New Hire Plugin for Sage HRMS HR Actions Initial information collected in Cyber Recruiter or other cloud based ATS during recruiting process Transfers demographic data, employment history, education, EEO and similar information to populate new hire onboarding forms in HR Actions Eliminates duplicate entry by HR staff Basic online application When there is no recruiting process (e.g., quick service food)

Dynamic Forms Checklist Create Lists of Forms Title List Condition for visibility Examples Onboarding Simplifies onboarding process Displays all of the required new employee forms to complete If applicable, displays status of new employee forms in the approval process Performance Appraisal Gives managers and employees the ability to view all or pending performance reviews depending on their role. Upon completion of the process, the completed review appears in the employee’s personnel file and is visible to the employee

NY Wage Theft Prevention Act Streamlines process of delivering wage notice to employees Generates state-compliant wage notification letters Prompts employees to view the notice Notice is presented in the language the employer normally uses to communicate employment-related information to the employee

Paperless I-9 Streamlines completions and routing of Form I-9 Employees complete Section 1 of Form I-9 online and electronically sign the form Employer completes Section 2 online Employer or designated translator can complete Section 1 on behalf of the employee Administrators can update or re-verify previously generated form Easily update the form with status from eVerify Relevant document such as copy of passport, driver’s license or other required documentation from lists A, B, and C can be attached to the I-9 Document expiration dates are saved to Sage HRMS to ensure up-to-date records and compliance

Paperless W-4 Form Streamlines onboarding by allowing employees to complete and edit Form W-4 and related state election forms online Online forms looks just like the paper forms Employees sign the forms with an electronic signature Data from the web-based forms are saved in a custom details screen in Sage HRMS-only systems and into employee’s tax withholding for Sage HRMS Payroll Information can then transferred to payroll (Xport ADP or Xport Paychex)

Position Control Manage and control positions within Sage HRMS without separate processes or systems Leverages standard Sage HRMS HR Actions web-based forms and processes Multiple incumbents can be mapped to a single position An employee can be associated with a primary position and an unlimited number of secondary positions Creates an audit trail of all changes to position control data

How Position Control Works The position an employee is assigned to updates in Sage HRMS using the same form—new hire, status change, or termination—used to update Sage HRMS with other changes to the employee’s data Adding a new position, changing or expiring positions also uses Sage HRMS HR Actions forms to update the position control table within the Sage HRMS database An employee can be associated with a primary position and an unlimited number of secondary positions Sage HRMS HR Actions approval workflow assures that all changes to the position control data are properly documented and approved Position Control plugin creates an audit trail of all changes to position control data

HR Actions Opportunity Development Begin the conversation Ask for copies of the prospect’s forms New hire, status change, performance, termination Ask what problems they face with their current processes Forms submitted with bad data, slowing throughput HR is the “forms help desk” Difficulty tracking forms through the routing process Time to complete the routing Complicated instructions for form completion/routing Re-keying data on paper forms Storing paper forms Retrieving forms Data analysis

Demonstrate Value Calculate the Return on Investment (ROI) Financial Do the math Look for hard costs (e.g., money spent to overnight forms) Look for soft costs (e.g., time spent tracking, fixing errors, entering data, filing paperwork, etc.) Cultural Consider their environment and how eliminating paper forms might impact their culture Process Improvement Show how the pains you identified while developing the opportunity will be relieved with HR Actions

Hurdles To Overcome Myth – it’s only about status change forms Demonstrable breadth of online transactions, including performance appraisals Myth – there isn’t much impact in going to online dynamic forms with routing Demonstrable ROI Myth – we always need physical signatures Educate that a scanned signature is only needed once Myth – it can’t handle my business rules Emphasize rules are customized without coding, including branching Myth – automation means I lose control Show there is always visibility and control Myth – it’s really just document management Emphasize dynamic forms can have documents attached, but it’s not a document management system

ESS Widgets for Sage HRMS Variety of widgets to help managers, administrators and employees locate information when using Sage Employee Self Service (ESS) Information is provided in a format that is easy to access and understand Enhancing the employee’s self-service experience can increase employee satisfaction and lead to more efficient processes Pay Data and History Widget for ESS Accruals Widget for ESS

Pay Data and History Widget for ESS Displays an alternative presentation of an employee’s pay data excluding reimbursements from earnings and net pay figures

Automate Repetitive Tasks Put an end to Administrivia Eliminate errors introduced by manual processing Save time Develop consistent, repeatable processes that yield consistent, repeatable results Automate

Time & Labor Import Import cost center overrides Manipulate the data in any way Add required data elements missing from the source data Translate source codes to match Sage HRMS codes Meet requirements for OT calculations with specific rules Allocate overtime to specific cost centers Meet specific needs to accrue benefits Perform complex calculations Combine various sources of data into a single time import Compute made-up wages for tipped employees Import expenses Automatically add missing earnings codes to records

Garnishment Manager for Sage HRMS Companion product to Sage HRMS Payroll Calculates the appropriate deduction amount for many types of garnishments Child support IRS levy State tax levy Student loan Federal agency Creditor garnishments Bankruptcy court orders and voluntary wage assignments are not managed in Garnishment Manager

Garnishment Prioritization Automatically gives priority to child support orders Follows applicable state or federal rules to prioritize multiple child support orders Non-child support orders prioritized by date Prioritization methods supported Concurrent Priority Consumer Credit Protection Act Non child supports are prioritized by date the order was received and entered on the deduction start date for each employee.

EmpowerTax™ Interface for Sage HRMS Interfaces with tax filing service directly from Sage HRMS payroll

Integrate Connect The Dots Other systems in the organization may depend on information typically stored in the HRMS Manual processes used to keep these systems in sync with HR may not be reliable or consistent By linking Sage HRMS with other systems with an open architecture, data can be shared Integrate

Active Directory Conduit for Sage HRMS Automatically updates Microsoft Active Directory Keeps Outlook/Exchange synced Supplies information based on data in Sage HRMS Keeps all data stored in LDAP up-to-date and accurate Active Directory HR Database AD Conduit

No IT Involvement Necessary HR controls employee information sharing Deactivates a terminated employee accounts without IT participation

Single authority source Retains HRMS database as master for EE data Critical events logging to the Windows Application Event Log Developed using Microsoft .NET

Distributed Information Services for Sage HRMS (DIS) Exports scheduled or on-demand information to third party software on remote computers, network directories and third-party web services Makes integrations between HRMS data and third party applications easier Examples Point of Sale (POS) Medical Information System (MIS)

Maximize The Power of Sage HRMS Sage HRMS HR Actions Applicant/New Hire Interface Dynamic Forms Checklist for ESS NY WATP I-9 W-4 Position Control Sage HRMS Time & Labor Import Sage HRMS Garnishment Manager Sage HRMS Active Directory Conduit Custom Pay Stubs in ESS Interface to EmpowerTax Distributed Information Service Accruals in ESS Paperless Automate Integrate