1. Tim Borntreger, Director of Client Service

2. Agenda  Unemployment Claims Management  Leaves of Absence Tracking  I-9 Administration  Questions

3. Managing the Employment-Side of HR How and why documentation is good: – Meets the legal requirements of Federal Statutes – Provide record of interactions with Employees – Helps with knowledge retention – Provides documentation needed to defend in a lawsuit

4. HR Management Features Web Based Centralized Data Customizable Data Tracking Flexible Solutions Time Saving Imports Powerful Reporting

5. UNEMPLOYMENT CLAIMS MANAGEMENT

6. Unemployment Claim Functionality Track Benefit Charges Track Claim Values Manage Appeals and Hearing Information Configure Custom Workflow Store and Organize Documents Outlook Integration with Add-in

7. Unemployment Claims Demo Unemployment Claims Dashboard Unemployment Dataform Financial Tracking – Claim Value – Tracks a total claim value as of a given date. – Benefit Charges Method – Tracks individual charges by date.

8. Unemployment Claims Demo Client Statistics Scheduled Process and Reporting Attach Emails via Outlook

9. LEAVES OF ABSENCE TRACKING

10. Leaves of Absence Functionality Flexible Setup Quick Access to Employee History Scalable and Customizable Workflow Helps to stay in Compliance Custom Merge Options Dynamic Business Intelligence Reporting Outlook Integration with Add-in

11. Leaves of Absence Demo Type of Leave Filtered by Category FMLA Eligible Leave Scheduled Template Tasks Report Links Link to Industry Websites & Forms

12. I-9 ADMINISTRATION

13. I-9 Administration Functionality Securely Store I-9 Documents Track List A, B, or C Documents & Expiration Dates Reverifications Purge I-9s Automatically Be Prepared for an Audit Dynamic Business Intelligence Reporting

14. Document Expirations Be informed automatically of an upcoming Expiration Date – Scheduled Template Tasks

15. Reverifications Events That Trigger a Reverification – Employee First, Middle, or Last Name Changes – Employment Hire Date Change Template Tasks Custom Trigger Events I9_Reverify_EE_NameChange I9_Reverify_EEI_HireDateChange

16. Purging I-9s Automatically Flag I-9 Records to be Purged Upon Employee Termination – Sets I-9 Status to Pending Purge – Set I-9 Purge Date to 1 year after EE’s term date or 3 years after the hire date, if employed less than 3 years – If no term date then the I-9 Purge date is not filled in

17. Purging I-9s – Purge I-9 Records Scheduled Process Set the I-9 Status to “Purged” on the Purge Date Optional Business Rule to clear the I-9 Upload field to physically delete the file when purged.

18. I-9 Demo I-9 Dataform Review Template Task Configurations I-9 Records List Ad-hoc Report