1. RELAX:
Complete HR Automation Has Never Been More Within Your Reach.

2. Company Overview Background Key differentiators Founded in 2002
Based in Scottsdale, AZ
43 FTE’s
Originally focused on benefit management, expanded to Full HRIS and payroll
1,300+ active companies with sizes ranging from 25 to 20,000 employees
Full HRIS and payroll functionality
Entirely proprietary system built in .NET/SQL
Dynamic, flexible and web service enabled platform
Superior reporting and exporting capabilities
Granular permissions at Enterprise and Administration levels
Skilled development team with proven track record

3. System Overview
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
InfinityHR is a secure, web-based HR Management System that provides comprehensive HR and payroll functionality to a diverse client base.
System architecture consists of three portals (enterprise, administrative, employee) that allow for various parent-child relationships and permission levels
Configurable employee and manager self service options that are tailored to meet the needs of the end user
Established integrations with multiple third-party vendors and outside technology platforms
Robust reporting suite that includes ACA compliance, 200+ standard reports, a custom report writer, and electronic delivery of benefit data to carriers

4. Applicant Tracking
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Recruiting portal that can be integrated into existing corporate website
Job Openings are created/managed directly within the system
Applicants are guided through a customized, electronic application process
Various screening methods to help better assess applicant talent and job fit
Integrations with ZipRecruiter™ and Aurico to support your job posting and employment screening processes

5. Workflow Management
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Key processes are automated in self- service formats (Ex. New Hire Onboarding, Promotions, Offboarding, etc.)
notifications ensure timely completion of steps
Workflows can be triggered by a variety of different HR activities
Integration with Adobe Echosign ™ for the tracking of electronic signatures on documents
Reporting on incomplete processes and process durations

6. Benefits Management
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt.
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Allows employees to electronically complete new hire, open enrollment and a variety of qualified life events
Employees can compare, analyze and check plan costs prior to enrollment
Employees can print consolidated benefit statements at any time.
Allows for easy approval and management of employee benefits
Benefits data is automatically exported to your carriers and payroll
Rules-based eligibility engine

7. Time and Attendance
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Flexible entry assignments allow time data to be captured through punches in the employee portal, integration with a physical timeclock, timesheets, and a kiosk setup
Employee identification methods include 4- digit pin, card swipe, and fingerprint scan
Managers can review and approve time for employees directly through the Employee Portal. Settings can also be configured to empower managers with various time data.
Expense reporting functionality available
Extensive pay period reporting

8. Time Off Tracking
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Rules-based eligibility engine for calculating accrual balances
Employees can view Time Off balances and request Time Off easily through the Employee Portal
Managers can view employee Time Off balances, history, and team calendar
Managers can approve/deny Time Off requests directly from Employee Portal
Strong reporting and exporting capabilities

9. Payroll
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Configurable pay entry grid that allows users to start, edit, and submit a payroll run
Features exist on the pay entry screen for time imports, employee check previews, override capabilities, and various payroll and batch controls.
Enterprise-level controls over direct deposit, state taxes, and account mapping settings.
Automated pay stub and W-2 generation
Access to a suite of 100+ customizable payroll reports

10. Performance Management
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Define corporate objectives and link to employee Key Performance Indicators (KPI’s)
Employees and Managers complete performance reviews directly through Employee Portal
Define position control factors: position descriptions, training profile, skill profile, and performance goals
Track training and certification programs with an automated renewal process
Easily identify trends in employee behaviors and performance

11. Employee Surveys
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Create fully customizable employee surveys that include anonymous submission and scored assessments
Tailor one of the templates in the Survey Library, or design an entirely new survey with a professional look and feel
Track in real time which employees have completed the survey, and send reminders to those who haven’t
Standardized professional survey reports include summary reports, graphical reports, and detail reports.

12. Wellness Tracking
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Provides the ability to extend employee wellness initiatives to employees
Employee can easily track progress against Wellness Metrics
Import data from external sources
Create contests and identify employees or employee groups who succeed within wellness campaign
Dashboard views of progress for employees and administrators

13. ACA Reporting
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Create and manage measurement periods to identify Full Time Equivalency based on actual hours worked
Dashboard of employee statuses as determined by the Affordable Care Act
One-click reports to identify employees eligible for coverage and data needed for IRS 6055/6066 requirements
Built-in safe harbors to assess coverage affordability and tracking of minimum value

14. Advanced Reporting Standard Reporting Ad-hoc Exporting
Applicant Tracking
Workflow Mgmt.
Benefits Mgmt
Time and Attendance
Time Off Tracking
Payroll
Performance Mgmt.
Employee Surveys
Wellness Tracking
ACA Reporting
Advanced Reporting
Standard Reporting
Ad-hoc Exporting
Hundreds of reports available across all modules
Standard Pre-built reports
One-click access
Exportable to PDF or MS Excel format
Filter options
Electronically create and deliver to carriers benefit files in HIPAA 834 format
Established relationships with 300+ carriers
Custom report writing wizard
Recurring Schedule functionality to automate reporting functions
View a full history of all exports

15. Implementation Overview
Implementation is designed to be completed in eight to twelve weeks.
For Implementation to be completed on time, it is important for Account to get required data back to InfinityHR by end of Week 1.
The client is responsible for populating/completing implementation templates; InfinityHR is available for support
Third Party exports can sometimes extend beyond six weeks due to responsiveness of third party. This is not a determining factor in implementation being closed.
At the end of the Implementation, your account will be transitioned to an ongoing Account Manager who will provide you with ongoing support.
Billing may begin before Implementation is closed – see your Agreement for more details.
Confidential

16. HRIS Priorities What are your HRIS priorities?
Employee self-service?
Online enrollment?
Applicant tracking?
Performance management?
Time & Attendance?
Time off?
Workflows?
What is your HRIS selection process?
Timing, budget, decision makes, etc…
What do you want to accomplish in today’s demo?
Confidential

17. Demo Agenda System Overview Applicant Tracking Employee Portal
Features
Data flow
Applicant Tracking
Applicant’s perspective
Employee Portal
Administration Portal

18. Back up

19. Granular permissions can be set at all levels
Architecture
Enterprise
Portal
Enterprise
Administrator
Administrative
Portal
Company 1
Company 2
Company 3
Employee
Portal
Employee A
Employee B
Employee C
Employee A
Employee B
Employee C
Employee A
Employee B
Employee C
Employee D
Employee E
Employee F
Employee D
Employee E
Employee F
Employee D
Employee E
Employee F
Granular permissions can be set at all levels

20. Payroll Sync Data Fields
Demographic
Demographic
Data
First Name
Last Name
DOB
SSN
Address
City
State
Zip
Hire Date
Termination Date
Cost Center 1-5
Phone
Etc.
Deductions
Deduction
Data
Benefit Name
Benefit Type
Effective Date
Employee Cost
Employer Cost
Expiration Date
Package Name
Option Name
Pay Per Employee
Pay Per Employer
Credit Amount
Premium Amount
Etc.
State Tax
State Tax
Data
Income Filing
State
Filing Status
Allowances
Effective Date
Is Exempt
Percent
Withholding
Tax Year
Etc.
Federal Tax
Federal Tax
Tax Year
Allowances
Additional
Withholding
Marital Status
Etc.
Direct Deposits
Direct Deposits
Data
Bank Name
Account Type
Deposit Amount
Deposit Percent
Account Number
Transit Number
Etc.
Compensation
Compensation
Data
Effective Date
Rate
Hours Worked
Annual Rate
Hourly Rate
Overtime Rate
Pay Period
Amount
Etc.
Pay Stubs
Pay Stub Data
Uploaded as PDF doc from Payroll OR
Raw data can be uploaded as defined in the InfinityHR import specification W2
W2 Data
Uploaded as PDF doc from Payroll

21. Implementation Roles & Responsibilities
InfinityHR Implementation Process 8-12 weeks; timing is dependent on size/scope/complexity, data integrity, and responsiveness
(Illustration of a typical implementation process)
WEEK 1
Kick Off Meeting
Responsibilities Acknowledgment and sign off
Complete import layout template
Complete Benefits Structure Template (Broker Assistance)
Request Current Census from Carriers
Contact Data Interfacing Vendors to initiate transfer process
Status Update
WEEK 2-3
Complete Benefits Rules/Rates Template
Load Employee (Dependent) Data into System
Load Employee (Compensation) Data into System
Configure System
Status Update
WEEK 4-6
Check-in Meeting (if required)
Continue To Configure System
Load Existing Benefit Coverage Data
Audit Deductions against Benefits/Rates
Testing
Build/Deliver Export files to Vendors
Status Update
WEEK 7-8
Release System for Internal Testing
Training
Testing
Ongoing Testing with Vendors
Extract current deductions data from Payroll System
Status Update
WEEK 9
Revisions per Results of Testing
Testing
Review Training
InfinityHR
Client Account
InfinityHR & Client Account
Review Meeting
Extract Current deductions data from Payroll System
Audit Deductions against Benefits/Rates
System Sign-Off
System Release
WEEK 10

22. RELAX:
Complete HR Automation Has Never Been More Within Your Reach.