RELAX: Complete HR Automation Has Never Been More Within Your Reach.

Company Overview Background Key differentiators Founded in 2002 Based in Scottsdale, AZ 43 FTE’s Originally focused on benefit management, expanded to Full HRIS and payroll 1,300+ active companies with sizes ranging from 25 to 20,000 employees Full HRIS and payroll functionality Entirely proprietary system built in .NET/SQL Dynamic, flexible and web service enabled platform Superior reporting and exporting capabilities Granular permissions at Enterprise and Administration levels Skilled development team with proven track record

System Overview Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting InfinityHR is a secure, web-based HR Management System that provides comprehensive HR and payroll functionality to a diverse client base. System architecture consists of three portals (enterprise, administrative, employee) that allow for various parent-child relationships and permission levels Configurable employee and manager self service options that are tailored to meet the needs of the end user Established integrations with multiple third-party vendors and outside technology platforms Robust reporting suite that includes ACA compliance, 200+ standard reports, a custom report writer, and electronic delivery of benefit data to carriers

Applicant Tracking Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Recruiting portal that can be integrated into existing corporate website Job Openings are created/managed directly within the system Applicants are guided through a customized, electronic application process Various screening methods to help better assess applicant talent and job fit Integrations with ZipRecruiter™ and Aurico to support your job posting and employment screening processes

Workflow Management Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Key processes are automated in self- service formats (Ex. New Hire Onboarding, Promotions, Offboarding, etc.) Email notifications ensure timely completion of steps Workflows can be triggered by a variety of different HR activities Integration with Adobe Echosign ™ for the tracking of electronic signatures on documents Reporting on incomplete processes and process durations

Benefits Management Applicant Tracking Workflow Mgmt. Benefits Mgmt. Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Allows employees to electronically complete new hire, open enrollment and a variety of qualified life events Employees can compare, analyze and check plan costs prior to enrollment Employees can print consolidated benefit statements at any time. Allows for easy approval and management of employee benefits Benefits data is automatically exported to your carriers and payroll Rules-based eligibility engine

Time and Attendance Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Flexible entry assignments allow time data to be captured through punches in the employee portal, integration with a physical timeclock, timesheets, and a kiosk setup Employee identification methods include 4- digit pin, card swipe, and fingerprint scan Managers can review and approve time for employees directly through the Employee Portal. Settings can also be configured to empower managers with various time data. Expense reporting functionality available Extensive pay period reporting

Time Off Tracking Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Rules-based eligibility engine for calculating accrual balances Employees can view Time Off balances and request Time Off easily through the Employee Portal Managers can view employee Time Off balances, history, and team calendar Managers can approve/deny Time Off requests directly from Employee Portal Strong reporting and exporting capabilities

Payroll Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Configurable pay entry grid that allows users to start, edit, and submit a payroll run Features exist on the pay entry screen for time imports, employee check previews, override capabilities, and various payroll and batch controls. Enterprise-level controls over direct deposit, state taxes, and account mapping settings. Automated pay stub and W-2 generation Access to a suite of 100+ customizable payroll reports

Performance Management Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Define corporate objectives and link to employee Key Performance Indicators (KPI’s) Employees and Managers complete performance reviews directly through Employee Portal Define position control factors: position descriptions, training profile, skill profile, and performance goals Track training and certification programs with an automated renewal process Easily identify trends in employee behaviors and performance

Employee Surveys Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Create fully customizable employee surveys that include anonymous submission and scored assessments Tailor one of the templates in the Survey Library, or design an entirely new survey with a professional look and feel Track in real time which employees have completed the survey, and send reminders to those who haven’t Standardized professional survey reports include summary reports, graphical reports, and detail reports.

Wellness Tracking Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Provides the ability to extend employee wellness initiatives to employees Employee can easily track progress against Wellness Metrics Import data from external sources Create contests and identify employees or employee groups who succeed within wellness campaign Dashboard views of progress for employees and administrators

ACA Reporting Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Create and manage measurement periods to identify Full Time Equivalency based on actual hours worked Dashboard of employee statuses as determined by the Affordable Care Act One-click reports to identify employees eligible for coverage and data needed for IRS 6055/6066 requirements Built-in safe harbors to assess coverage affordability and tracking of minimum value

Advanced Reporting Standard Reporting Ad-hoc Exporting Applicant Tracking Workflow Mgmt. Benefits Mgmt Time and Attendance Time Off Tracking Payroll Performance Mgmt. Employee Surveys Wellness Tracking ACA Reporting Advanced Reporting Standard Reporting Ad-hoc Exporting Hundreds of reports available across all modules Standard Pre-built reports One-click access Exportable to PDF or MS Excel format Filter options Electronically create and deliver to carriers benefit files in HIPAA 834 format Established relationships with 300+ carriers Custom report writing wizard Recurring Schedule functionality to automate reporting functions View a full history of all exports

Implementation Overview Implementation is designed to be completed in eight to twelve weeks. For Implementation to be completed on time, it is important for Account to get required data back to InfinityHR by end of Week 1. The client is responsible for populating/completing implementation templates; InfinityHR is available for support Third Party exports can sometimes extend beyond six weeks due to responsiveness of third party. This is not a determining factor in implementation being closed. At the end of the Implementation, your account will be transitioned to an ongoing Account Manager who will provide you with ongoing support. Billing may begin before Implementation is closed – see your Agreement for more details. Confidential

HRIS Priorities What are your HRIS priorities? Employee self-service? Online enrollment? Applicant tracking? Performance management? Time & Attendance? Time off? Workflows? What is your HRIS selection process? Timing, budget, decision makes, etc… What do you want to accomplish in today’s demo? Confidential

Demo Agenda System Overview Applicant Tracking Employee Portal Features Data flow Applicant Tracking Applicant’s perspective Employee Portal Administration Portal

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Granular permissions can be set at all levels Architecture Enterprise Portal Enterprise Administrator Administrative Portal Company 1 Company 2 Company 3 Employee Portal Employee A Employee B Employee C Employee A Employee B Employee C Employee A Employee B Employee C Employee D Employee E Employee F Employee D Employee E Employee F Employee D Employee E Employee F Granular permissions can be set at all levels

Payroll Sync Data Fields Demographic Demographic Data First Name Last Name DOB SSN Address City State Zip Hire Date Termination Date Cost Center 1-5 Email Phone Etc. Deductions Deduction Data Benefit Name Benefit Type Effective Date Employee Cost Employer Cost Expiration Date Package Name Option Name Pay Per Employee Pay Per Employer Credit Amount Premium Amount Etc. State Tax State Tax Data Income Filing State Filing Status Allowances Effective Date Is Exempt Percent Withholding Tax Year Etc. Federal Tax Federal Tax Tax Year Allowances Additional Withholding Marital Status Etc. Direct Deposits Direct Deposits Data Bank Name Account Type Deposit Amount Deposit Percent Account Number Transit Number Etc. Compensation Compensation Data Effective Date Rate Hours Worked Annual Rate Hourly Rate Overtime Rate Pay Period Amount Etc. Pay Stubs Pay Stub Data Uploaded as PDF doc from Payroll OR Raw data can be uploaded as defined in the InfinityHR import specification W2 W2 Data Uploaded as PDF doc from Payroll

Implementation Roles & Responsibilities InfinityHR Implementation Process 8-12 weeks; timing is dependent on size/scope/complexity, data integrity, and responsiveness (Illustration of a typical implementation process) WEEK 1 Kick Off Meeting Responsibilities Acknowledgment and sign off Complete import layout template Complete Benefits Structure Template (Broker Assistance) Request Current Census from Carriers Contact Data Interfacing Vendors to initiate transfer process Status Update WEEK 2-3 Complete Benefits Rules/Rates Template Load Employee (Dependent) Data into System Load Employee (Compensation) Data into System Configure System Status Update WEEK 4-6 Check-in Meeting (if required) Continue To Configure System Load Existing Benefit Coverage Data Audit Deductions against Benefits/Rates Testing Build/Deliver Export files to Vendors Status Update WEEK 7-8 Release System for Internal Testing Training Testing Ongoing Testing with Vendors Extract current deductions data from Payroll System Status Update WEEK 9 Revisions per Results of Testing Testing Review Training InfinityHR Client Account InfinityHR & Client Account Review Meeting Extract Current deductions data from Payroll System Audit Deductions against Benefits/Rates System Sign-Off System Release WEEK 10

RELAX: Complete HR Automation Has Never Been More Within Your Reach.