1. David M. Erickson; david.m.Erickson@elevate-hr.com Microsoft Dynamics AX ® And Elevate HR ® Integrated Solution A Demonstration 11/20/2014

2. Confidential and Proprietary Agenda  Introduction  Worker Lifecycle Management  Positions and Jobs  Recruiting and Onboarding  Updates, Transfers, Terminations, Position Requisition  Manager Self-Service  Time and Accrual Management  Benefits Administration  Universal Payroll Connector  Succession and Career Management

3. Confidential and Proprietary Mission Elevate HR is the leading global provider of solutions for Human Capital Management (HCM) within Microsoft’s Dynamics AX ERP platform

4. Confidential and Proprietary Elevate HR Profile  Elevate HR is the pre-eminent, dedicated provider of Human Resource products and services in the global Microsoft Dynamics AX market  Original developers of Microsoft Dynamics® AX Human Resources and Questionnaire modules (OEM)  Originated as MindKey in 1998  Sold IP to Microsoft after AX 2009 release  MBO of MindKey Dynamics AX HCM practice in 2010 to form Elevate HR  Subject matter experts in Human Resources, HR processes and technology, business transformation  We develop products to extend the Human Capital Management modules of Dynamics AX  We implement the full suite of HCM and Payroll for Dynamics AX

5. Confidential and Proprietary Core HCM  Employee/Contractor Data  Jobs and Positions  Hierarchical and Matrix Orgs  Integrated HCM Process and Workflow  Benefits Administration (Admin, On-line Open Enrollment, and Advanced)  Employee/Manager Self-service  Payroll Interface (to external payroll)  Compliance Reports  Compensation for Managers Talent Management  Competency Management  Course Administration  Succession & Career Planning  Recruiting, Applicant Portal  Performance Management Workforce Management  Absence Management  Reporting and Analytics  Time and Attendance, PTO Accrual Elevate HR Solutions & Roadmap

6. Position Organization Positions & Jobs Recruiting Onboarding Worker Lifecycle Management

7. Confidential and Proprietary Job, Position and Worker  Three critical elements of HRM in AX  Job: “What gets done”  Job description  Skills and requirements needed to complete a set of tasks  The relative amount a company is willing to pay for that work  Position: “Where it gets done”  An organizing mechanism—an individual box on an Org Chart  A “budgetable” entity, the organization, location, and structure around where the work gets done  Influences regional pay differences  Worker: “Who does it”  … self-explanatory…  Employee or Contractor

8. Confidential and Proprietary Position Hierarchy

9. Confidential and Proprietary Position Form

10. Confidential and Proprietary Job Form

11. Confidential and Proprietary Recruitment Project

12. Confidential and Proprietary Applications

13. Confidential and Proprietary “Hire Worker” Process Wizard: Welcome

14. Confidential and Proprietary Employee id/lookup

15. Confidential and Proprietary Personal details

16. Confidential and Proprietary Personal address

17. Confidential and Proprietary Communication details

18. Confidential and Proprietary Employment details

19. Confidential and Proprietary Position

20. Confidential and Proprietary Employee fixed compensation

21. Confidential and Proprietary Employee fixed compensation

22. Confidential and Proprietary Employee variable compensation

23. Confidential and Proprietary Benefits parameters

24. Confidential and Proprietary “Hire Worker” Process Wizard: Finish

25. Confidential and Proprietary Wizard Retrieval

26. Confidential and Proprietary Hire Confirmation Checklist & Workflow

27. Confidential and Proprietary Position Hierarchy: Hired Employee

28. Update Move/Transfer Termination Position Requisition Other Employee Lifecycle Wizards

29. Confidential and Proprietary Additional Wizards

30. Confidential and Proprietary Update (Example: Payroll Setup)

31. Confidential and Proprietary Move/Transfer (Example: Lateral)

32. Confidential and Proprietary Termination (Example: Voluntary)

33. Confidential and Proprietary Position and Recruiting Requisition Position Requisition launched from Position Form

34. Configuration Enterprise Portal Deployment Workflow and Delegation Manager Self-Service

35. Confidential and Proprietary MSS: Client “as is” view

36. Confidential and Proprietary MSS Configuration: Field Level Control

37. Confidential and Proprietary MSS Configuration: Field Level Control Visible: show or hide Enable: allow edit of view only Mandatory or not

38. Confidential and Proprietary MSS: Field Level Control

39. Confidential and Proprietary MSS: Wizard on Enterprise Portal

40. Confidential and Proprietary MSS: Wizard Form on Enterprise Portal

41. Confidential and Proprietary MSS: Workflow actions (Client)

42. Confidential and Proprietary MSS: Workflow delegation (Client)

43. Confidential and Proprietary MSS: Workflow on Enterprise Portal

44. Confidential and Proprietary MSS: Workflow Delegation on EP

45. Time and Accrual Management

46. Confidential and Proprietary Time accruals on Enterprise Portal

47. Confidential and Proprietary Time Entry (EP); Journals on Client

48. Confidential and Proprietary Clock-in/Clock-out (i.e. POS terminal)

49. Basic Online Open Enrollment Life Events Benefits Administration

50. Confidential and Proprietary Benefit periods & summary (EP)

51. Confidential and Proprietary Benefit enrollment (EP)

52. Confidential and Proprietary Benefit plan options (EP)

53. Confidential and Proprietary Benefit plan options (detail)

54. Confidential and Proprietary Benefit Plans & Options (Admin view)

55. Universal Payroll Connector

56. Confidential and Proprietary Payroll Connector Mapping Tool

57. Confidential and Proprietary Payroll Connector Process Configure Run process Transaction Log Payroll data Do HR/Payroll business Output to Payroll Engine

58. Succession Management Career Path Career Plan Succession & Career Management

59. Confidential and Proprietary Career Path & Plan

60. Confidential and Proprietary Succession Plan, Current & Historical

61. Questions? If not answered today, please reach out! www.elevate-hr.com +1 973-917-3230 info@elevate-hr.com Q&A