1. ITS Integrator User Group 2015
Feedback on the Strategic Direction of the ITS Integrator HR / Payroll Systems
ITS Integrator User Group 2015

2. Objectives with the Roadmap
improve the usability of the system
future proof your investment in ITS Integrator
improve the scalability of the iEnabler products
improve and/or enable the use of web-, cloud- and mobile devices
keep on continuously improving and enriching functionality based on feedback from clients, advice from industry experts and own research.

3. The strategy to meet our objectives
Implement new technology while introducing some functional improvements
Focus implementation on system areas used most intensively
Continue partnering with clients to drive system functionality through
Consideration of development requests (ITS Integrator User Group and Other)
Continuously reassess the relevance of system modules (from user group- and other feedback)
Develop adaptors / interfaces to systems that provide functionality outside the core ITS Integrator scope

4. Some Internal Arrangements to execute the strategy
Use a Dedicated Development Team
Get assistance from Industry Experts
Retraining and Reskilling of Staff
Adopted the Agile Development Methodology

5. Summary of Roadmap (With changes since March 2014)
Short Term
Integrator 4
Int 5 First Priority
Medium Term
Long Term
Travel Requests 
Post Structure
HEMIS Time-sheets per CESM
Process Automation
Succession Planning
Overtime Work Agreements and Claims 
Personal Details Maintenance
Personnel in multiple offices (Multi Campus)
Multi-company Payroll – part 2
Career Planning
Probation
Appointments -
Biographical
In Process
Multi company Payroll part 1 – Restrictions, etc.
Improved User Interface for the Routing Set-up
Interface - Time and Attendance
E-Recruitment
Beta
Service Records
Routing Set-up
Personal Information Survey 
Monthly Payroll Inputs
Self-Service Skills Development
Leave Records
Maintenance 
Improve Self-Service Evaluation

6. Short Term Travel Requests (Session 44)
Overtime Work Agreements and Claims (Session 44)
Process automation regarding probation (Session 44)
E-Recruitment (Session 44)
Personal Information Survey
Staff to review and confirm correctness of Statutory Information (Session 42 – Yesterday)
Self-Service Skills Development (Session 45)

7. Integrator 4: Post Establishment Structure
Improved User Experience
Achieve a 360° view of a Post by presenting it in Entry Point (EP) format
Performance Management (Including KPA’s, Tasks and Skills)
Organizational Contacts
Much improved context
Posts displayed in relation to Organizational Structure
Better arrangement of options - new Submenu/Subsystem structure
Code Structure Set-ups for Posts
Screens with Post Information
Reports and Validation Lists for Posts
Features to improved use of Posts in Appointments
Default Office Information
Default Appointment Type
Senior Post will be used to default Supervisor
Added Restriction to the number of Personnel per Post

8. Integrator 4: Post Entry Point

9. Integrator 4: Post Establishment in Organizational Context
Search and Display List of Posts
Additional search criteria - was not previously possible
(e.g. when using “Query” in Integrator 3)
Searched Posts display in a List (Table) format

10. Integrator 4: Posts – Rearranged Menu Structure

11. Integrator 4: Posts – Rearranged Menu Structure

12. Integrator 4: Posts – Rearranged Menu Structure

13. Integrator 4: Posts – Rearranged Menu Structure

14. Integrator 4: Posts – Improvements of Appointments

15. Integrator 4: Personal Details (Excluding Biographical)
The screens are developed around a Standardised Usage Pattern
Search Area at the Top
Table Layout to display a List of Records found
Form Layout below Table Layout to maintain the record with the focus

16. Integrator 4: Maintenance of Personal Details / Qualifications

17. Integrator 4: Leave Records
Give the Leave Administrator an improved overview through
Advanced Search Criteria
Listing Records for Multiple Leave Types and/or Personnel Members (according to Search Criteria)
New screen to Search and List Leave Balances

18. Integrator 4: Leave Records

19. Integrator 4: Leave Balances

20. Integrator 4: Personnel Biographical
New and improved functionality to handle and automate the Appointments Process
Some measures already in place
e.g. iEnabler Appointments and E-Recruitment
Improve the User Experience
More on the next slide
Improve handling of UIF Status and UIF Reason in the last month of the person
Functionality to assist with process automation
Forecast End Date

21. Integrator 4: Personnel Biographical
Improved User Interface
Much improved context
Table/List of Personnel Members according to various search criteria vastly improves context
Users navigate from the Table to the Maintenance Screen
Fields grouped into boxes
Defaults to make appointment of staff less labour intensive
Appointment Type, Leave Package and Office (From new fields on Post)
Direct Supervisor (From Active Service Record for Senior Post)
Stats Category (From new field on Appointment Type)
Table Tax or Fixed Tax Rate (From Global Earnings/Deductions on Appointment Type)
Make it easy for HR to indicate benefits when appointing a new person
Pension Fund -, Provident Fund -, Medical Aid - and Group Life Membership

22. Integrator 4: Personnel Biographical – Show Personnel in Context

23. Integrator 4: Personnel Biographical – Form Layout to Maintain Detail

24. Integrator 4: Personnel Biographical – Benefits / Fund Membership

25. Integrator 4: Monthly Payroll Inputs: Individual Earnings / Deductions
Rework the screen to make it easier and less labour intensive.
Restrictions to allow Payroll Accountants better control
Limit Earnings / Deductions that will be allowed
Prevent changes in Calculation Method, Salary Level, etc. where applicable

26. After Integrator 4 : First Priority
HEMIS Timesheets per CESM instead of per Subject
Allow multiple offices per personnel member
For Institutions with a multi campus scenario
Use the information in Stats Space Reporting
Improve handling of multiple companies in the same payroll
Facilitate distributed inputs, keep centralized rules and processing
User Restrictions to restrict a user to a single company (in the Payroll)
Multiple companies in the Finance System handled by different General Ledgers
Prevent Transactions Across Ledgers (For example where GLA’s are indicated on Earnings / Deductions)
Ensure that a single personnel member is paid from a single company (For Tax Certificate Purposes)
In case of funding from multiple companies, funds transfer can be automated through Splitting of Salaries (Introduced in Integrator 3)

27. Automation of Processes with notifications
Medium- and Long Term
Automation of Processes with notifications
Work Permit Renewals, and Actions linked to Ends of Contract
Improved handling of multiple companies in the same payroll
Institution Tax Numbers, UIF Registration Numbers , Cashbooks, etc. per company
Make the Routing Set-up screen simpler and easier to use

28. Interface to Time and Attendance systems.
Medium- and Long Term
Career Planning
Self Service
Succession Planning
Interface to Time and Attendance systems.

29. Disclaimer
The information, comments and material presented in this presentation are provided for information purposes only. The presentation is not addressing all possible technical or business aspects and does not claim to be complete or exhaustive.
Adapt IT reserves the right to change its business or product development plans as circumstances dictate.
This document may not be reproduced or distributed without the written permission of Adapt IT (Pty) Ltd.

30. Thank you.