1. Implementing BambooHR
Execupay
BambooHR
Licensee

2. The Implementation Experience
Client Types
Synced Fields
Synching Callouts
Payroll Verification Process
Enroll / Implementation Workflow
Who Implements the client on HR
Execupay
BambooHR
Licensee
A look at the over all Operations impact
Client Types these are the different situations that create a client type (New, existing or associated)
Synced Fields ( we will cover what data fields are connected)
Synching Callouts- Understanding some of the fields need additional attention and how to handle those situations
Payroll Verification Process ( we will discuss making sure that the HR client is ready to transfer information to Payroll
Enroll / Implementation Workflow – This will review the entire process from beginning to end to include touchpoints
Who Implements the client on the HR application. We will discuss a couple options or scenarios around this

3. Client Types Net New Existing Payroll Existing HR
This client type is defined as a client that currently does not have payroll Implemented with you as well as is not already using BambooHR
Net New
Execupay
This is your existing client base already running payroll but are not currently using BambooHR
Existing Payroll
BambooHR
Licensee
This could be viewed in 2 different ways:
a new prospect that has not yet run payroll with you and currently uses BambooHR
an existing payroll client of yours that has already purchased and uses BambooHR separately
Existing HR
Net new client- This client type is defined as a client that currently does not have payroll Implemented with you as well as is not already using BambooHR
This client type is currently ready to use in the application integration
This type of client needs to be set up and implemented on BambooHR first, then implemented on payroll
Existing payroll client-This is your existing client base already running payroll but are not currently using BambooHR
Auto client generation from payroll to Bamboo is not currently available
Today for this client type, you could have the client set up and implement HR, then create a new client for payroll, then transfer priors
Existing HR client-This could be viewed in 2 different ways:
a new prospect that has not yet run payroll with you and currently uses BambooHR
an existing payroll client of yours that has already purchased and uses BambooHR separately
(A) Would be handled like Net New client
(B) Would be handled like an Existing Payroll client

4. Synced Fields Company Data Employee Data
Execupay
BambooHR
Licensee
Employee Data
Synced Fields are exactly that. These are the fields that will be exchanging information with each application across the API. The fields will exist on both the company level data as well as employee level data.
We will discuss these fields a little more in depth over the next couple of slides

5. Synced Fields Company Level Data: Client Name Dba Street City State
BambooHR - Settings (double-gear icon) > Account > Account Info
Company Level Data:
Client Name
Dba
Street
City
State
Zip Code
Phone
Contact
Address
Belongs to Office
Execupay – Clients > Company > Edit Company
Execupay
BambooHR
Licensee
For company level data you will notice allot of the static company information comes across, things like company name, address contact etc
*As a cautionary note sometimes DBA and company names are not always as they appear on the legal documents we and the IRS require. So pay close attention to what comes across as opposed to what may need to be edited in EP

6. Synced Fields Company Level Data: Division
BambooHR - Settings > Employee Fields > Division
Synced Fields
Company Level Data:
Division
Execupay - Clients > Company > Edit Company > Division tab
Execupay
BambooHR
Licensee
Divisions will come across as they appear on the HR platform. Some important considerations for you on this field would be that the structure needs to be the same in both applications.
Historically we learned that allot of times HR has a completely different structure than how payroll is configured. This is always vitally important when dealing in the existing HR client type

7. Synced Fields Company Level Data: Department
BambooHR - Settings > Employee Fields > Department
Synced Fields
Company Level Data:
Department
Execupay - Clients > Company > Edit Company >Dept/Job1 tab
Execupay
BambooHR
Licensee
Departments also come across, I would use the same caution we just talked about in division. Sometimes you will come across clients that do not have divisions only departments and sometimes only divisions.
In the HR application hierarchy does not play as prevalent of role as it does in payroll, so just be aware of that possible scenario

8. Synced Fields Company Level Data: Deduction Code Description
BambooHR - Settings > Benefits > Plans
Synced Fields
Company Level Data:
Deduction Code Description
Execupay - Clients > Company > Edit Company > Deductions tab
Execupay
BambooHR
Licensee
The deduction code and description come across however keep in mind exemptions do not.
Deduction will always have to have categories set up with them in payroll

9. Synced Fields Employee Level Data: Name Street City, State Zip code
BambooHR - My Info (Admin) or Employees > Personal
Synced Fields
Employee Level Data:
Name
Street
City, State
Zip code
Execupay - Clients > Employee > Employee Setup > General tab
Execupay
BambooHR
Licensee
For the employee level fields, it pretty much encompasses the static employee information fields (Name, address etc

10. Synced Fields Employee Level Data: Division Department
BambooHR - My Info (Admin) or Employees > Job>Job information
Synced Fields
Employee Level Data:
Division
Department
Execupay - Clients > Employee > Employee Setup > General tab
Execupay
BambooHR
Licensee
It will also bring across the employees division and department that they are tied to in the HR application

11. Synced Fields Employee Level Data: Pay Frequency Pay Amount
BambooHR - My Info (Admin) or Employees > Job > Compensation
Employee Level Data:
Pay Frequency
Pay Amount
Execupay - Clients > Employee > Employee Setup > General tab
Execupay
BambooHR
Licensee
The employees pay frequency and amount

12. Synced Fields Employee Level Data: Federal Status Allowances
BambooHR - My Info (Admin) or Employees > Pay Info >
Synced Fields
Employee Level Data:
Federal Status
Allowances
Execupay - Clients > Employee > Employee Setup > Basic Tax tab (Federal)
Execupay
BambooHR
Licensee
Federal withholding information.

13. Synced Fields Employee Level Data: Recurring Deductions
BambooHR - My Info (Admin) or Employees > Select the EE > Benefits
Synced Fields
Employee Level Data:
Recurring Deductions
Execupay - Clients > Employee > Employee Setup > Auto Deductions tab
Execupay
BambooHR
Licensee
And recurring deductions

14. Synced Fields Employee Level Data: Direct Deposit (EE change)
BambooHR - My Info (Admin) or Employees > Select the EE > Pay Info > Direct Deposit
Employee Level Data:
Direct Deposit (EE change)
Execupay - Clients > Employee > Employee Setup > Direct Deposit tab
Execupay
BambooHR
Licensee
Lastly employee direct deposit change information. Notice it is changed information only at this time, so for the initial sync cycle no existing DD information will load up.
There are options available for implementation especially in dealing with existing BambooHR users:
You can load these for your client into payroll
You can have the client re-load the DD info in payroll
Or you can have the client instruct their employees to go out and re-enter DD info in BambooHR employee portal
We have found that the first option normally ends up being the most efficient and accurate for existing HR clients

15. HR and Payroll synchronization callouts
Deductions
Category assignment in Execupay
Employee category
DO NOT change the category name
401(K)
No exemptions
Adding States
1 Default state
Direct Deposit
Starting versus ongoing
Execupay
BambooHR
Licensee
When Deductions come over make sure you tie them to a category in EP, as categories do not exist in HR
This will hold true at the employee level as well.
DO not change the category name inside of EP as this will create a conflict in the ongoing sync
Do not add or delete a deduction in Execupay, this should be accomplished in HR in order to maintain sync process and mapping
Deductions will come over without an exempt status, this must be assigned
401(k) Will come over without an exempt status assigned, it must be assigned in Execupay
States The default state is the only state that comes over. This state will be applied to all employees, so you will need to go back and add all other states, then apply them accordingly to the employees
Direct Deposit On initial sync DD accounts do not come over as they re not necessarily stored fields in HR. Once given access and on going the employee will be able to add DD accounts, just not initially, you will still need to set them up for the client in EP

16. The Payroll Verification Process
This is a process that is completed once the client is
Completely Implemented on the HR product
Payroll Verification (Pre-sync)
Execupay
The main goal is to make sure the client is configured in the HR application as it exists in their current payroll environment. Focus areas include:
Division and Department structure- Making sure they truly have divisions and departments or maybe just departments.
Benefit deduction configuration
Flagging employees to be included in payroll
Identify contractors
What is accomplished
BambooHR
Licensee
Payroll Verification (Pre-sync)
Basically payroll verification is a process that makes sure the clients HR application is properly configured in order to be able to sync with the payroll application
What is accomplished
Division and Department structure- Making sure they truly have divisions and departments or maybe just departments.
Ensuring that all EE’s are tied to a Div / Dept
Use Prior payroll reports to validate
Benefit deduction mapping
Verify each benefit as pre or post tax
Ensure all client benefits are loaded into the HR application
Each employee is set up with appropriate benefit
Flagging employees to be included in payroll
Included terminated employees if they have wages for current year
Identify contractors
Include in payroll
Must be entered with 2 profiles (If they are 1099 & W2)

17. Client Implementation workflow
YOU
AND
Bamboo
BambooHR sale closes
HR Implementation is completed
Payroll verification process is completed
Client is enrolled and Company shell is created
Project ticket is created in CXM in Execupay
Turn on HR Services in Execupay
Configure Categories
Additional states
Execupay
BambooHR
Licensee
Normal payroll Implementation occurs
First Payroll Completed
BambooHR sale closes
HR Implementation is completed –remember today the HR implementation should occur first
Payroll verification process is completed As outlined in the payroll verification slide earlier
Client is enrolled and Company shell is created
Project ticket is created in CXM in Execupay –The CXM is used, more specifically, project templates inside the CXM are specifically used to enable client enrollment process. The project template will be covered in tomorrows break out session
Turn on HR Services in Execupay – Located under company tab Client services icon ; add a new service and choose BambooHR in dropdown. Once you have services on the actual sync will begin loading employee data, benefits and division and department. This will also turn on the payroll tab in HR so now the client has visibility
Configure Categories – Making sure the exempt statuses are properly set and assigned at both the client level and the employee level
Additional states- remember only the 1 home state will come over, so you will need to add the other states the client has and also assign them according to the individual employees
Normal payroll Implementation occurs – From this point on in the process the steps of implementation generally remain the same, priors, balancing etc all the way to accomplishing first payroll
First Payroll Completed

18. Who Implements The new client ON hr
Will implement their own clients on the HR application
Will complete the payroll validation process
Will complete the enrollment
Will complete the steps to payroll implementation
Licensee
Will implement any of your clients on to the HR application for a fee
This included Bamboo completing the payroll validation process
BambooHR
Licensee
BambooHR
Execupay
Support cannot implement any of your clients onto the HR application
Support will assist in API and EP set up configuration settings
General API support ongoing (error message decoding, conflicts etc
execupay
Licensee
Will implement their own clients on the HR application
Will complete the payroll validation process
Will complete the enrollment
Will complete the steps to payroll implementation
BambooHR Will implement any of your clients on to the HR application for a small set up fee
This includes Bamboo completing the payroll validation process
(Preferred as they will drive application usage as well as very versed in the payroll validation process)
Execupay
Support cannot implement any of your clients onto the HR application
Support will assist in API and EP set up configuration settings
General API support ongoing (error message decoding, conflicts etc)

19. Closing and any questions
YOU
AND
Bamboo
Closing and any questions
Client Types
Synced Fields
Payroll Verification Process
Enroll / Implementation Workflow
Synching Callouts
Who Implements the client on HR
Licensee
BambooHR
Execupay
Ok so we have covered allot of information from an operational perspective:
Client types
Synced fields
The payroll verification process
The enrollment and implementation workflow
Synching callouts
And who will implement the client on the HR application
Next we are going to look at his from a deeper technical perspective, but before I transfer over to Logan, are their any questions of what I just reviewed?