Tim Borntreger, Director of Client Service

Agenda  Unemployment Claims Management  Leaves of Absence Tracking  I-9 Administration  Questions

Managing the Employment-Side of HR How and why documentation is good: – Meets the legal requirements of Federal Statutes – Provide record of interactions with Employees – Helps with knowledge retention – Provides documentation needed to defend in a lawsuit

HR Management Features Web Based Centralized Data Customizable Data Tracking Flexible Solutions Time Saving Imports Powerful Reporting

UNEMPLOYMENT CLAIMS MANAGEMENT

Unemployment Claim Functionality Track Benefit Charges Track Claim Values Manage Appeals and Hearing Information Configure Custom Workflow Store and Organize Documents Outlook Integration with Add-in

Unemployment Claims Demo Unemployment Claims Dashboard Unemployment Dataform Financial Tracking – Claim Value – Tracks a total claim value as of a given date. – Benefit Charges Method – Tracks individual charges by date.

Unemployment Claims Demo Client Statistics Scheduled Process and Reporting Attach s via Outlook

LEAVES OF ABSENCE TRACKING

Leaves of Absence Functionality Flexible Setup Quick Access to Employee History Scalable and Customizable Workflow Helps to stay in Compliance Custom Merge Options Dynamic Business Intelligence Reporting Outlook Integration with Add-in

Leaves of Absence Demo Type of Leave Filtered by Category FMLA Eligible Leave Scheduled Template Tasks Report Links Link to Industry Websites & Forms

I-9 ADMINISTRATION

I-9 Administration Functionality Securely Store I-9 Documents Track List A, B, or C Documents & Expiration Dates Reverifications Purge I-9s Automatically Be Prepared for an Audit Dynamic Business Intelligence Reporting

Document Expirations Be informed automatically of an upcoming Expiration Date – Scheduled Template Tasks

Reverifications Events That Trigger a Reverification – Employee First, Middle, or Last Name Changes – Employment Hire Date Change Template Tasks Custom Trigger Events I9_Reverify_EE_NameChange I9_Reverify_EEI_HireDateChange

Purging I-9s Automatically Flag I-9 Records to be Purged Upon Employee Termination – Sets I-9 Status to Pending Purge – Set I-9 Purge Date to 1 year after EE’s term date or 3 years after the hire date, if employed less than 3 years – If no term date then the I-9 Purge date is not filled in

Purging I-9s – Purge I-9 Records Scheduled Process Set the I-9 Status to “Purged” on the Purge Date Optional Business Rule to clear the I-9 Upload field to physically delete the file when purged.

I-9 Demo I-9 Dataform Review Template Task Configurations I-9 Records List Ad-hoc Report