The TEAM Exclusive. Quarter 3 August TEAM Software, Inc.

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1 The TEAM Exclusive Quarter 3 August 9

2 Introductions Michelle Shanholtz Vice President, Product Management Nina "9" De Forge Product Manager

3 Housekeeping Ask questions using the chat function we ll save time at the end. Upcoming webinars November dates coming soon A recorded version of the webinar will be available.

4 Product Management What we do: Focus on understanding the problems our clients are trying to solve. Provide compelling market-based solutions. Increase your visibility to ideas, planning, and work under development. Re-imagine with your input.

5 We TEAM s Idea Portal Comment and vote at teamsoftware.com/ideas Use the filter functionality to refine your search Ideas We love that you re using our collaborative tool. Filter by Status Filter by Category

6 Roadmap Product Roadmap Update (Q1 Q2) Idea Value Deliver 2017 year-end compliance Customer, job, employee APIs TeamTime messaging Other deductions Insights dashboard Peace of mind and not subject to fines Reduce manual data entry and errors Peace of mind and not subject to fines (meal breaks) Ease in accounting for deductions Insight into overtime dollars Q1 Messages Read Receipt SalesForce Integration Expand APIs (Job API Guard Touring) Nevada/Colorado overtime calculations Retirement limits: Part 1 Add value to build upon initial messaging release Reduce manual entry and errors Reduce manual entry and errors Peace of mind and not subject to fines Peace of mind and not subject to fines Q2

7 Roadmap Product Roadmap Update (Q3 Q4) Idea Value Deliver APIs (timekeeping) Accounts Receivable bundle ehub punch status on schedules ADP paycheck format update Retirement limits: Part 2 Reduce manual entry and errors Automate your processes and reduce errors Increase visibility to punch status for operations Ensure formatting stays in sync Automate management of retirement limits Q3* ehub punch status on schedules Form W-4 Tax Reform Changes 2018 IRS year-end forms updates PA 1099 Act 43 Insurance Benefits bundle Payroll tax automation project Insights dashboard People tab Increase visibility to punch status for operations Peace of mind and not subject to fines Peace of mind and not subject to fines Peace of mind and not subject to fines Improve employee experience and prevent errors Automate payroll tax management Visibility into people metrics Q4* *Plans Subject to Change

8 Poll Question Are you using the new Messaging Service feature? Yes I didn't know the feature was available. I haven't got around to using it yet. I want more functionality before I begin using it.

9 APIs: What problem do they solve? Application programming interface (API) is code that allows two software programs to communicate to each other. Allow your third-party vendors to connect to the data you have in WinTeam. Process can push information into WinTeam or pull information from the system. Available: Customer Employee Job Coming Soon: Timekeeping Q4 Work Tickets 2019 Contact your account manager for more information.

10 Accounts Receivable Enhancements You talked. We listened. We ve working on an Accounts Receivable (AR) enhancements bundle based on direct customer feedback and submissions on the Idea Portal that will help you: Save time and reduce billing errors Automate part of your collections process Available: Customer Statements 83 votes Coming Soon: Other Billing Rate Increases Reporting for Rate Increases

11 Enhanced Time & Attendance on ehub We re adding detailed time and attendance information to ehub so supervisors can access and review clock in / out punches anytime, anywhere. Detailed time and attendance info from WinTeam TeamTime status information from ehub Mobile

12 High-Value Insurance Benefits Enhancements Improve your employees online enrollment experience and save time for your benefit administrators. Prevent errors and duplicates to enrolled dependents/beneficiaries. Allow employees to edit their benefits without changing WinTeam until benefits are confirmed. Give new hires access to enroll in all eligible benefit packages. Quick answers in ehub with what if benefit pricing questions.

13 Payroll Tax Automation (subject to change) Q Q Q Continue developing Create and schedule payroll advisory groups Continue developing Alpha testing begins Continue developing Beta testing begins Quarterly rollout begins Make sure you stay up-to-date. Manage your preferences.

14 Payroll Tax Automation: Tax Engine Update Testing has started. Five (5) customers are in ALPHA/BETA testing to insure the payroll tax project s impact to internal processes and work flows is minimal. Testing includes: New screen for associating the new tax codes in WinTeam. Updating the company tax setup. Updating the employee and job tax assignment. Verifying existing imports, exports and reports within WinTeam. How can you prepare? 1. Verify employee and job addresses in WinTeam using the Address Validation tool. 2. Insure only taxes are in PAY: Taxes. All non-tax deductions need to be moved to PAY: Other Deductions.

15 Payroll and compliance news you need to know. Important Updates

16 Update Human Resources Health Savings Accounts (HSAs) Legislation to Watch The House Ways and Means Committee and the House of Representatives have legislation moving through the approval process aimed at expanding consumerdirected health care and lowering premiums. Vets-4212 Federal Contractor Reporting Filing deadline is Sept. 30. Multiple states Amending Data Breach and Security Laws Expanded definition of personal information, quicker breach notification requirements and new security and data disposal requirements. Any HE/Tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by HR or the Taxpayer, for the purpose of avoiding any penalties that may be imposed by any governmental authority or agency.

17 Update Human Resources Cont. New York: NYC Mandates Temporary Schedule Changes The New York City Council passed a scheduling law that provides employees with additional rights to demand changes to their work schedules. Employee Retirement Income Security Act (ERISA) Association Health Plans Final ruling was passed providing additional criteria for employers to provide association health plans (AHPs) under existing Department of Labor rules, including entities in the same industry or profession, regardless of where those entities are located or unrelated entities in the same state or metropolitan area. Any HR/tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by HR or the Taxpayer, for the purpose of avoiding any penalties that may be imposed by any governmental authority or agency.

18 Update Federal Form W-4 Update The IRS has provided a draft 2019 Form W-4 and instructions to the payroll community requesting feedback. The American Payroll Association compiled comments and provided that in July Social Security Administration (SSA) Employer Correction Request Notices The SSA is mailing informational notifications to businesses and third parties who submitted wage and tax statements (Form W-2) that contain name and Social Security number combinations that do not match their records and require updates. IRS Paycheck Checkup The IRS has a one-page flyer employers can give to employees to remind them to complete a Paycheck Checkup using the Withholding Calculator to ensure their income tax withholdings are correct following the Tax Cuts and Job Act. Stay current with the Tax Reform updates. Any HR/tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by HR or the Taxpayer, for the purpose of avoiding any penalties that may be imposed by any governmental authority or agency.

19 Updates State and Local New Jersey New gross income tax rate (income tax withholding instructions) New Jersey New paid sick leave law enacted. Massachusetts Minimum wage increase and paid Family and Medical Leave program. New York Issued guidance on new employer compensation expense tax. Idaho Issued updated withholding guide and new worksheets for Form W-4. Kentucky Updated withholding tables as of May Check out our quarterly update blog. Stay up-to-date with compliance news from the American Payroll Association Any HR/tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by HR or the Taxpayer, for the purpose of avoiding any penalties that may be imposed by any governmental authority or agency.

20 Product Management Our commitment Continue to focus on listening to your needs. Provide compelling market-based solutions. Increase your visibility to ideas, planning, and work under development. Re-imagine with your input. We commit to provide a product roadmap update every quarter via webinar.

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22 Reminder Upcoming webinar November 11 A recorded version of the webinar will be available.