Highlights 2011 Release April 2011 (last conf) and November 2011 –104 HR changes and 6 new options –45 Payroll changes and 7 new options 9 Releases of JobConnect, EC –53 enhancements 11 Releases of AdminConnect –32 employee related enhancements Slightly higher # of changes than previous year(s) H/R Roadmap

GOALS & DIRECTIONS FROM CONF ‘11 Strategy –Provide more webinars to review features and learn more about features …Did 11 Webinars - 4 EMS: 2 Payr, 2 H/R –Use Camtashia to create online training snippets to fit into our Web … 2 EC training documents, 2 Release Highlights –Update to new Web programming tools and Visual Studio provide a better enduser experience.. EC,JC Done –eFile and viewing documents: Gain more control of enduser options in previewing eFiled documents (ability by category to make documents ‘read only’ no ability to print the.pdf or copy contents for instance).. Some Progress (would require Purchase Product) –With the new.Docx (x meaning XML) there is potential to merge Word documents instead of PAI.280 letters.. Minimal Progress – ALSO: Added Search engine to our website and added forum documents that get updated as support is provided. H/R Road Map

GOALS & DIRECTIONS CONF ‘11 - Core/Web –Continue to work on Features as per ‘list’ –Complete the eFile solution … one additional year of experience and filing will provide the insight needed to know that YES we can go paperless. –Make EC your everyday staff tool. H/R Road Map

Employees using EC

H/R eFiled Documents Excludes APP and APL categorized images

Customer Re-Cap 9 of 11 customers have PAI.280 letter definitions 6 of 11 customers doing leaves 7.5 of 11 customers using online apply 5.5 of 11 customers using workshop 11 of 11 customers using PRO of 11 customers actively using e Folders 4 of 11 customers using position control 1 using, 2 trying web forms.. Of 11 customers!!! 5 of 11 customers using Bulletin Board H/R Best Ofs

To Talk about in Individual Sessions Automatic jobs – generate employee passwords, auto-notify admin of unapproved leaves not handled, downloaded calendar file to populate share-point, distribution list file(s) Web bulletin board enhancements (minor) Web form enhancements and reporting (minor) Enhancements to leaves, additional fields and reporting, enhancements for PD expense and advances Continued enhancements to workshop and integration to web form AC enhancements to Online Apply to assist with reporting, hiring, attaching New benefits tab definition PAY.327 available to EC H/R Best Ofs

Use CIMS CORE to generate letters and eFile –New Hold ‘Y’ option so that the letter is in your OUTQ readily available for distribution EME.900 –Signature(s) available to be added to letter formats (up to 3) –More PRO.300 fields included on letter (custom per district).. At SD83 even including two additional text lines! –New ability to Employee ‘Y’ at the same time as eFiling to EC –New eFiled ‘red alert’ to appear to employee until document has been read –New EIS.556 for District to know that employees are seeing/reading the letter(s). H/R Best Ofs

Use CIMS CORE to generate letters and eFile (continued) –Reminder of IMG.301E to view images from CIMS Core AND new view history Y/N to show all activity that has occurred with that image. – CAREFUL: If you review documents in AC as you browse/attach, that document now appears READ – and your name is all over it! H/R Best Ofs

Use CIMS CORE to generate letters and eFile (continued) –Still no progress in mail merge direct to WORD document – Are Districts using CIMS letters at all? More than last year? For what? This is such an important piece of our product …. –EIS.380 –‘P’ eFile Y Y –EME.900 H/R Best Ofs * Std Message on EME.900 * ‘I’ndex and multiple OPAI580s.. A problem to send to Distr List as order is not necessarily same as order?

Use CIMS CORE to manage evaluations –Identify evaluations due at the time you know them (ahead of time) or use EIS.561 to identify evaluations completed to assist in choosing who should be evaluated… or EIS.960 to mass assign. –H/R – identify who needs to be evaluated (EIS.380) –AC – Admin (if evaluator of record) browses/attaches evaluation to the evaluation record for that employee OR –EC - Employee attaches evaluation direct (depending on EIS.207) –AC – Asst Supt can review that evaluation online and ACCEPT (Receive date must be completed to be visible to Approver!) –H/R – reports on activities and completes the record –EIS.560 reporting enhancements to be able to Evaluators – Sort by ‘E’valuator and Y will produce the report and auto !!! –New ability for Employee to attach their own evaluation (Seven Oaks has annual ARPL for their teaching staff) EIS.207 H/R Best Ofs

Use CIMS CORE to manage evaluations (continued) –Functions for CORE and for Connects H/R Best Ofs

Employee –Rewrote to utilize Coolspool rather than regular IBM command.. Huge reliability improvements and extra features! – validation: was definitely causing crashes! CIMS will not allow a duplicate ! Never try to add anything other than a single valid address. Invalid addresses are now also identified on report along with a ‘bad / not sent’ –Reminder that there is an Index ‘E’ on EIS.380 to index employees by address!! – ing Employees (PRO.525, PAY.525, POS.525) – NOW appropriately uses main address (if found) else alternate address! –Totally reformatted screens to make the sending easier –New options to based on web form response –New options to based on expiring certificates H/R Best Ofs

Employee (continued) –New logging feature PAY.526 to know what was sent to whom. If you ever question whether went – look to this log! H/R Best Ofs

Great enhancements to EME.900 –New to distribution list (POS.216) –Reminder of “F4’ for staff to autofill –Indent report Y/N option –Ability to add additional subject details –Ability to add message details H/R Best Ofs

Reporting –EIS.260 better language with Landscape, Portrait – and LPI –New fields for seniority hours (years) –Problem in EIS.530 with automatically changing build file=Y as it formats dates differently for the file build. If you want the report dates to be visually formatted for print- Build File = ‘N’ –Used to show leave type else status … but if an employee’s F11 had both (Med Leave, Extended) would not show … does now –Date of 11/11/29 will print as UFN Until Further Notice –Date of 01/01/01 in certificate/endorsement is Missing –Significant change to PAY.592 absence/worked report to provide totals by location at bottom, include leave L? records, include replacement work details H/R Best Ofs

Inactivation Stale Employees - PAY.975 –Added options to clear seniority number, T4WEB category and/or clear (delete) all absence banks – Added option to clear other locations if choosing to change primary location – If changing exit status or location, indicate old and new information Are districts using this option? How Often? *IMPORTANT H/R Best Ofs

F11 History Line Thoughts/Reminders: –“Get Job Posting” If you are using JC - use this F4 as it stamps into the record AND it fills information in automatically for entry –Some people using Table/Grade on Term/Support hires so initial pay information will appear on hire letter –PLPSD: Decided to add short leaves (not real Leave - but those you need to know about, Medical note ‘may return in 2 weeks’). Add these into F11 What record type … Use LT and a status code to separate it from all other leaves Don’t put an FTE as this is not FTE related Don’t end the AT line as the employee is really not out on an official leave H/R Best Ofs

Interesting Topic: Employee Folder type & what to do with the folder after employee has left New FLRSTS Category –Customers using to manage whether employee file is electronic only, partial …. BSD? Status Code or FLRSTS like code –At time employee expires: identify year of expected file shredding and indication of where the file is at … In files till year XX, shredded year.. Seven Oaks? H/R Best Ofs

On the In List (Web) –(AC) In Workshop AC show workshop as approved/not –(AC) In Job Posting attachments, if CAR or CRC is onfile show it rather than the generic ‘on file’ –(AC) In Evaluations - Add new School Verified level. Once evaluation is attached from emp, appear to Admin (Loc) to verify (indicate received date) –(EC) Show employee Original hire, Current Hire, Seniority date/numbers … if so - where should we put this? –(EC) Workshops: More flexibility in being able to withdraw and for waitlist to kick in –(EC,AC) Workshops: In addition to - send the icalendar file that allows them to automatically update their outlook calendar H/R Best Ofs

We don’t spend enough time in H/R working out AC !! –There is that assumption that Admin will just ‘catch on’ with all of the dashboard and duties: Workshop approvals and assigning staff to workshops Leave approvals and adding leaves on their behalf Viewing employee information Basic roster and staff reporting –Training? –Perhaps this is a good topic for end of day Debrief! H/R Best Ofs

Major Priority Statements for 2012/2013 –EC – All Employees using it consistently, depending on it for information! To make this statement MEANS customers should each find ways to keep them there by fully utilizing CIMS features –AC - All Admin using it consistently, depending on it for information and to perform necessary duties. How to Get there –Constant communication with staff and admin –Training strategy –Good documentation and timely placement H/R Best Ofs