1. Extend Sage HRMS with Plugins
Elevator Pitch: Cyber Recruiter New Hire Plugin for Sage HRMS HR Actions facilitates onboarding by populating new hire onboarding forms with information collected in Cyber Recruiter during the recruiting process.

2. Maximize The Power of Sage HRMS
Sage HRMS HR Actions
Applicant/New Hire Interface
Dynamic Forms Checklist for ESS
NY WATP
I-9
W-4
Position Control
Sage HRMS Time & Labor Import
Sage HRMS Garnishment Manager
Sage HRMS Active Directory Conduit
Custom Pay Stubs in ESS
Interface to EmpowerTax
Distributed Information Service
Accruals in ESS
Paperless
Automate
Integrate

3. The Pains of Static Paper Forms Processing
Paper forms, routed manually…
get lost or sit indefinitely on someone's desk
are submitted late or incomplete
miss required approvals
are difficult to track or control
Resulting in…
Data quality issues
Payroll processing errors
Unhappy employees
Frustrated managers
Significant time spent on data entry
Wasted time filing forms
HR lacks time to focus on more important activities (e.g., strategic HR)
Paperless

4. HR Is About Data – Make It Paperless!
Sage HRMS HR Actions streamlines the delivery of HR services over the web
Build paperless forms using Sage HRMS fields
Deploy forms over the web
Route for electronic approval
Update Sage HRMS without re-keying any data
Monitor and control the process

5. Overview of Sage HRMS HR Actions
Build
User defined fields
Any HRMS fields*
Create Forms
Questions
Set Default Routing
Determine Access
Organization
Role
Dates
Establish Conditional Routing Rules
Use
Forms On The Web
Universal Initiators
Delegates
Managers
Employees
Initiate Action
notification
Web review
Routes
Administer
Monitor
Audit
Control
Advance
Cancel
Update Sage HRMS
Research/Report
Online Personnel File
* Benefits fields excluded

6. A Paperless Employee Lifecycle
Pre-Employment /
Onboarding
Requisition to hire
New hire
Rehire
W-4 Federal*
W-4 State*
I-9*
Employee
Self-service
Personal details
Forwarding address
Sick time
FMLA/LOA request
Manager /
HR Self-service
Pay rate change
Transfer
Promotion
Attendance adjustment
Corrective action
OSHA incident
FMLA/LOA
Retirement
Termination/COBRA
Goal Setting
Performance Appraisal
* Requires additional plugin

7. Benefits to Payroll Improves productivity by
Eliminating data quality issues results in fewer processing errors
Faster processing of transactions (e.g. fewer retro pays)
Visibility into pending transactions with an effective date before the payroll end date
Eliminating the need to file paperwork
Improved service delivery to management & workforce

8. Benefits to Management
Streamlines the approval process
Access from any web browser
Improved employee moral
Reduces issues with employees’ payroll
Improves productivity
Managers and workers focused on core job functions rather than HR paperwork
Visibility into pending actions as they route the approval process
Easy, yet secure, access to employees’ personnel file and actions
Significant cost savings
Payback on HR Actions is typically 4-8 months

9. Benefits to Employees Supports multi-language capabilities
Increased moral
Reducing errors
Faster processing
Increased productivity
Less time wasted tracking down HR forms and their status
Reinforces employment brand
Visual signature matches organization’s brand
Meets employee expectations
Using web-based technology to support employees
GenX/GenY
Supports multi-language capabilities

10. Target Markets 300ee tier & above Multiple locations
Customers with ESS or SQL or interested in upgrading to SQL
Customer or prospects that:
300ee tier & above
Multiple locations
Significant turnover (e.g. fast food, retail)
Limited HR staff
Strategically focused HR organizations
Values process & documentation (e.g., audit trail)
Technology “friendly”
Employees have access to the web
“Knowledge Worker” organizations
Organizations “Going Green” or “Paperless”

11. New Acquisitions – The “New Core”
Easy to collect and approve data that feeds Sage HRMS
Involve the workforce (employees, managers, and admins)
Data entry by HR and payroll is a thing of the past
Online paperless access to personnel files
Secure access via self-service
Reporting
HR and Payroll reports
ESS reports
Employee analytics (URL, Excel, Crystal)
Sage HRMS with HR Actions and ESS on every new sale
Message also resonates with existing customers

12. Existing HR Clients Consider a focused approach
Use the prospect profile to help identify target clients
Calculate the potential profit to your organization
Use the How Much Profit Can You Make with HR Actions (XLS) on the HR Actions Partner Portal
Set sales goals based on the size of the group you’ve identified
Break down the goals based on your sales process

13. HR Actions Plugins Applicant/New Hire Interface Cyber
Remote – other cloud based ATS
Basic online application
Dynamic Forms Checklist
NY Wage and Theft Prevention
I-9
W-4
Position Control

14. Applicant/New Hire Plugin for Sage HRMS HR Actions
Initial information collected in Cyber Recruiter or other cloud based ATS during recruiting process
Transfers demographic data, employment history, education, EEO and similar information to populate new hire onboarding forms in HR Actions
Eliminates duplicate entry by HR staff
Basic online application
When there is no recruiting process (e.g., quick service food)

15. Dynamic Forms Checklist
Create Lists of Forms
Title
List
Condition for visibility
Examples
Onboarding
Simplifies onboarding process
Displays all of the required new employee forms to complete
If applicable, displays status of new employee forms in the approval process
Performance Appraisal
Gives managers and employees the ability to view all or pending performance reviews depending on their role.
Upon completion of the process, the completed review appears in the employee’s personnel file and is visible to the employee

16. NY Wage Theft Prevention Act
Streamlines process of delivering wage notice to employees
Generates state-compliant wage notification letters
Prompts employees to view the notice
Notice is presented in the language the employer normally uses to communicate employment-related information to the employee

17. Paperless I-9 Streamlines completions and routing of Form I-9
Employees complete Section 1 of Form I-9 online and electronically sign the form
Employer completes Section 2 online
Employer or designated translator can complete Section 1 on behalf of the employee
Administrators can update or re-verify previously generated form
Easily update the form with status from eVerify
Relevant document such as copy of passport, driver’s license or other required documentation from lists A, B, and C can be attached to the I-9
Document expiration dates are saved to Sage HRMS to ensure up-to-date records and compliance

18. Paperless W-4 Form
Streamlines onboarding by allowing employees to complete and edit Form W-4 and related state election forms online
Online forms looks just like the paper forms
Employees sign the forms with an electronic signature
Data from the web-based forms are saved in a custom details screen in Sage HRMS-only systems and into employee’s tax withholding for Sage HRMS Payroll
Information can then transferred to payroll (Xport ADP or Xport Paychex)

19. Position Control
Manage and control positions within Sage HRMS without separate processes or systems
Leverages standard Sage HRMS HR Actions web-based forms and processes
Multiple incumbents can be mapped to a single position
An employee can be associated with a primary position and an unlimited number of secondary positions
Creates an audit trail of all changes to position control data

20. How Position Control Works
The position an employee is assigned to updates in Sage HRMS using the same form—new hire, status change, or termination—used to update Sage HRMS with other changes to the employee’s data
Adding a new position, changing or expiring positions also uses Sage HRMS HR Actions forms to update the position control table within the Sage HRMS database
An employee can be associated with a primary position and an unlimited number of secondary positions
Sage HRMS HR Actions approval workflow assures that all changes to the position control data are properly documented and approved
Position Control plugin creates an audit trail of all changes to position control data

21. HR Actions Opportunity Development
Begin the conversation
Ask for copies of the prospect’s forms
New hire, status change, performance, termination
Ask what problems they face with their current processes
Forms submitted with bad data, slowing throughput
HR is the “forms help desk”
Difficulty tracking forms through the routing process
Time to complete the routing
Complicated instructions for form completion/routing
Re-keying data on paper forms
Storing paper forms
Retrieving forms
Data analysis

22. Demonstrate Value Calculate the Return on Investment (ROI) Financial
Do the math
Look for hard costs (e.g., money spent to overnight forms)
Look for soft costs (e.g., time spent tracking, fixing errors, entering data, filing paperwork, etc.)
Cultural
Consider their environment and how eliminating paper forms might impact their culture
Process Improvement
Show how the pains you identified while developing the opportunity will be relieved with HR Actions

23. Hurdles To Overcome Myth – it’s only about status change forms
Demonstrable breadth of online transactions, including performance appraisals
Myth – there isn’t much impact in going to online dynamic forms with routing
Demonstrable ROI
Myth – we always need physical signatures
Educate that a scanned signature is only needed once
Myth – it can’t handle my business rules
Emphasize rules are customized without coding, including branching
Myth – automation means I lose control
Show there is always visibility and control
Myth – it’s really just document management
Emphasize dynamic forms can have documents attached, but it’s not a document management system

24. ESS Widgets for Sage HRMS
Variety of widgets to help managers, administrators and employees locate information when using Sage Employee Self Service (ESS)
Information is provided in a format that is easy to access and understand
Enhancing the employee’s self-service experience can increase employee satisfaction and lead to more efficient processes
Pay Data and History Widget for ESS
Accruals Widget for ESS

25. Pay Data and History Widget for ESS
Displays an alternative presentation of an employee’s pay data excluding reimbursements from earnings and net pay figures

26. Automate Repetitive Tasks
Put an end to Administrivia
Eliminate errors introduced by manual processing
Save time
Develop consistent, repeatable processes that yield consistent, repeatable results
Automate

27. Time & Labor Import Import cost center overrides
Manipulate the data in any way
Add required data elements missing from the source data
Translate source codes to match Sage HRMS codes
Meet requirements for OT calculations with specific rules
Allocate overtime to specific cost centers
Meet specific needs to accrue benefits
Perform complex calculations
Combine various sources of data into a single time import
Compute made-up wages for tipped employees
Import expenses
Automatically add missing earnings codes to records

28. Garnishment Manager for Sage HRMS
Companion product to Sage HRMS Payroll
Calculates the appropriate deduction amount for many types of garnishments
Child support
IRS levy
State tax levy
Student loan
Federal agency
Creditor garnishments
Bankruptcy court orders and voluntary wage assignments are not managed in Garnishment Manager

29. Garnishment Prioritization
Automatically gives priority to child support orders
Follows applicable state or federal rules to prioritize multiple child support orders
Non-child support orders prioritized by date
Prioritization methods supported
Concurrent
Priority
Consumer Credit Protection Act
Non child supports are prioritized by date the order was received and entered on the deduction start date for each employee.

30. EmpowerTax™ Interface for Sage HRMS
Interfaces with tax filing service directly from Sage HRMS payroll

31. Integrate Connect The Dots
Other systems in the organization may depend on information typically stored in the HRMS
Manual processes used to keep these systems in sync with HR may not be reliable or consistent
By linking Sage HRMS with other systems with an open architecture, data can be shared
Integrate

32. Active Directory Conduit for Sage HRMS
Automatically updates Microsoft Active Directory
Keeps Outlook/Exchange synced
Supplies information based on data in Sage HRMS
Keeps all data stored in LDAP up-to-date and accurate
Active Directory
HR Database
AD Conduit

33. No IT Involvement Necessary
HR controls employee information sharing
Deactivates a terminated employee accounts without IT participation

34. Single authority source
Retains HRMS database as master for EE data
Critical events logging to the Windows Application Event Log
Developed using Microsoft .NET

35. Distributed Information Services for Sage HRMS (DIS)
Exports scheduled or on-demand information to third party software on remote computers, network directories and third-party web services
Makes integrations between HRMS data and third party applications easier
Examples
Point of Sale (POS)
Medical Information System (MIS)

36. Maximize The Power of Sage HRMS
Sage HRMS HR Actions
Applicant/New Hire Interface
Dynamic Forms Checklist for ESS
NY WATP
I-9
W-4
Position Control
Sage HRMS Time & Labor Import
Sage HRMS Garnishment Manager
Sage HRMS Active Directory Conduit
Custom Pay Stubs in ESS
Interface to EmpowerTax
Distributed Information Service
Accruals in ESS
Paperless
Automate
Integrate