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₮To be successful, you have to have your heart in your business and your business in your heart – Thomas Watson ₮Confirm 2014/2015 programming and support.

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Presentation on theme: "₮To be successful, you have to have your heart in your business and your business in your heart – Thomas Watson ₮Confirm 2014/2015 programming and support."— Presentation transcript:

1 ₮To be successful, you have to have your heart in your business and your business in your heart – Thomas Watson ₮Confirm 2014/2015 programming and support activity ₮Review what customers are using and briefly highlight those success and challenges ₮Highlight our best accomplishments for this past year ₮Talk about top customer concerns ₮Statement for 2015/2016 goals

2 ₮Last EMS Core release September 2014 ₮150+ enhancements, 11 new features ₮Previous year 340+ enhancements, 46 new features ₮EMS Web Releases May 2014 – March 2015 ₮55 Web Employee Connect enhancements ₮Previous year 88+ enhancements ₮60+ Web Admin Connect enhancements ₮Previous year 145+ enhancements ₮3 Web Job Connect enhancements ₮Previous year 20+ enhancements

3 #EMPS ELIGIBLE EMSTAT=Y #EMPS PAID FEB/15 Emp Connect 2014 >01/01/14 Emp Connect 2015 >01/01/15 Invalid Signons 2015 Admin Connect 2015 >01/01/15 % EC 2015/Paid EC 2014 vs 2015 *signon instructions ? * upper/lower ? SD729327967157243,335 *Upper&hotmail *** *still using adminsignon 90.95+9 Signon Emp Connect DELTA2,7902,2571,7322,07012,138*** *still using adminsignon 91.71+338 Signon Emp Connect SD233,1922,8292,8362,9225,263260100.00+86 FMPSD9886897837813,64187100.00-2 BSD1,6141,4331,4711,5145,666168100.00+43 SDML5895265205446,560*** *still using adminsignon 100.00+24 Signon Emp Connect RETSD3,3732,5962,1782,2449,60529987.34+66 SOSD2,4641,9191,8101,90011,709*** *still using adminsignon 99.00+90 Signon Emp Connect WSD7,9685,6905,3525,65620,202 *emp#,netid 25599.40+331 TMSD32023923024543036100.00+15 PLPSD8005745235384,1766593.72+15 ISD8086365275582,3877387.74+31 HSD1,4291,2481,0971,1374,78711191.10+40 LSSD1,1019609249584,84110499.79+34

4 EIS. 556 #EMPS PAID MAR/15 Average Docs Per Employee “T4” 2014 Total Images 2015 Total Images 2014 2014 vs. 2015 H/R Total HR Images Total Payroll Not T4 Docs Viewed ALL %Notes SD72 796 10.21,0628,1366,617+1,5192,8592594,60557 TD1,Bankinfo,CPT 30,pension… DELTA 2,257 9.93,15722,34217,418+4,9246,99307,91535 SD23 2,829 8.14,00222,78518,743+4,042254218,00679 Mostly T4 FMPSD 689 61.991742,62435,640+6,98426,45511,17433,44778 TD1,cpt30,timecar ds,saladj BSD 1,433 38.51,90355,21046,681+8,52941,5142,87525,43646 Salary verify, mat leave,requstinfo SDML 526 34.574018,14613,788+4,3588,7055,6248,93446 Overtime,saladj,v acation,pension RETSD 2,596 24.53,95663,66451,361+12,30324,0133,03420,96933 Emg contact, Garnishee, saladj SOSD 1,919 28.52,84954,78037,928+16,85133,0417,62227,70751 Grouplife,pension, TD1,bank,adj WSD 5,690 23.49,490133,363103,818+29,54580,808068,41351 TMSD 239 23.83515,6824,475+1,2073,1905921,66329 TD1,schedule,pay out,adjust PLPSD 574 25.568914,64310,996+3,64710,3501,7286,88647 TD1,saladj,allowa nce,payout ISD 636 5.18713,2471,128+2,1191,4581702,10965 History card HSD 1,248 14.21,65617,6608,280+9,38011,1373,5156,81339 TD1,Bank,payadj,v ac,etc. LSSD 960 3.51,2813,3541,524+1,8301,28102,53876 Mostly T4

5 PAY.324 EmergAbsWrk Shop Job Post Benef Deduc Pre Tim Ben ef Lev Req FMS Chq Sub Cas Pay roll Di r P/WEv al PD Cert InjW/O SD72 YLYL(32)LYL SFE LLYLL DELTA YLYYL(1)LL SFE LLYLY SD23 YLYL(0)LLYL SFE LL *AD L FMPSD YLYYLYLYLLYLLY BSD YLYYY(53)YLYLYYYY SDML YLYYL(30)L (all) YLYLYYYLY RETSD YLYL(67)LYL ASP LYYYY SOSD YLYYL(35)YLY ASP LYYYLY WSD YLYYL(14)LY ASP LYLLY TMSD YLYLYLYY PLPSD YLYYL(32)YLYLLYLY ISD YLYYYLYLLYYL HSD YLYL(31)L (busd YLYLLYL LSSD YLYL(63)YLYLYYYL

6 LettersLeavesOnline ApplyWorkshopPRO.300 F11 E-foldersPosition Control Web FormsBulletin Board SD72 Yes Yes(26) DELTA Yes StartingYes(3)Yes(9) SD23 Yes Yes(25) FMPSD Yes Yes(25) BSD Yes Yes(60) SDML Yes Yes(10)Yes(100) RETSD Yes LimitedYes Yes(110) SOSD Yes LimitedYes Yes(35)Yes(20) WSD Yes Yes(30)Yes(100) TMSD Yes Yes(50) PLPSD Yes Yes(8)Yes(60) ISD Yes StartingYes Yes(15) HSD Yes Yes(12)Yes(130) LSSD Yes Yes(5)Yes(13)

7 ₮Auto Build Sub Records from Approved Leaves ₮Auto Build Leave Requests from Approved Workshops

8 EMS Lvs Bld Sub Email Eval Due Build Dist Lists Job Post Subscr Email Rec Lves Email/Bld Wrkshp EC PassWd IT Chgs Email Inj to Rvw Upload Email SD72 Yes DELTA Yes SD23 Yes Yes +Yes FMPSD Yes BSD Yes Yes +Yes SDML Yes RETSD Yes SOSD Yes WSD Yes TMSD Yes PLPSD Yes ISD Yes HSD Yes LSSD Yes

9 ₮What takes you too much time ? ₮If I could change something, the first thing I would do is ? ₮I am expecting a list from each and every customer.

10 ₮All definitions changed to Upper/Lower case ₮EME.900 is a wonderful tool ₮PDF or Excel, Indent right, F4, distribution list ₮PAY.345 Payroll Employee Information ₮Indexs are really helpful – mass change opportunities ₮F18 F6 - F17 F6 position to date really helpful ₮PAI.600M Payroll Processor ₮Highlights and RED hep reduce errors ₮PAI.710 ROEs simplified ₮WEB validator – most helpful ? ₮Delete Single Employee from Direct Deposit/Debit file PAY.684

11 ₮Timecard new option PAY.407 (Thursday) ₮Validating/authorizing time missed/worked PAY405 ₮Employee T4, T5, T2200 (Thursday) ₮New OPAI810A to print all emps, status and T4WEB ₮PAI.822 T2200 new build option (efile) ₮PAI.812 T5 overlay and efile options added ₮Constant changes to Leaves/Workshops which directly influence SUB records (Wednesday) ₮Constant changes to AESOP and SFE upload/downloads as they also complicate creating the perfect SUB records

12 ₮Formats on almost all report requests – use them ₮I can’t find a report ? (Wednesday – report writer) ₮Report selections AT (H/R) or Job code/Assignment (PAY) ₮PAI.804 note: ?? On deduction code ₮*Current* for absence reports ₮Download File options ₮EIS.564 Leaves vs. Sub records – watch dog for both payroll and H/R. Tuned up to identify errors, warnings, cancelled leaves ₮SUB.987 New option to check for Duplicate sub records

13 ₮Formats added to SuperAnn build … use them to reduce errors ₮BCP.827 SuperAnn Listing MUCH improved.. All queries should be replaced with this option ₮MAN.515 New option Build MTS Monthly remittance file ₮Note: F11 selection for active and on leave ₮MAN.838 Build Monthly TRAF File new option to compare to previous month (mark *DIFF) ₮Note: September 2015 TRAF deduction amount to be based on days in the working month NOT on what they are getting paid

14 ₮Your communication tool to ALL employees ! ₮Communication in both directions (from and to you) ₮HELP tab improvements ₮Folder tab highlights proper T4 and message for > 1 T4 ₮Constant adjustments to Absence bank balances for readability ₮Employee Connect sign on ONLY – NO direct AC or TC ₮*new* Early access with hotmail/gmail address ₮Payroll tab *Click on description* ₮TD1 tab completely changed ₮New Forms/Links/Documents/URLs … PAY.323 ₮New forms requiring response.. PAY.328 ₮New Hire Tab ₮Employee leave entry – constantly tuned up ₮District and workshop calendar hover/click and color

15 ₮Your communication tool to Admin and Support Staff! ₮Communication in both directions (from and to you) ₮Understand how it helps support Admin and support staff ₮Understand how it helps you as a payroll person ₮HELP tab improvements ₮New Staff Absence Calendar ₮Employee absences (order of columns, fiscal balances,prints) ₮Employee folder – view and attach ₮EMAIL employee option ₮Staff Reports tab and attach options ₮Staff Allocation – solve all accounting issues ₮Sub records responsible for all absences and casual pay

16 ₮Documentation ₮Take Two HELP and online documentation ₮Customer internal documentation of process and procedures ₮Training ₮Webinars, online videos, customer visits ₮Simplify Procedures (reduce errors and time) ₮Be Structured in Balancing & Use system features ₮Reduce manual and duplicate entries ₮Still on the list ₮Mobile App for employees to book their urgent leave ₮Mobile App for administrators to approve leaves ₮Thinking about an online sub booking module … SFE,AESOP **Think about your priorities/goals and bring those thoughts to the Payroll Forum

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