StaffSuite Tips and Roadmap. Presenters: Gerry Morgan and Micki Marvin

Transcription

1 StaffSuite Tips and Roadmap Presenters: Gerry Morgan and Micki Marvin

2 StaffSuite Tip #1 Company / Order Bill Factor Precision 4-decimal precision Inheritance from Branch to Company to Order Can now be used to assign custom premium wage markup percentages

3 StaffSuite Tip #1 Regular Markup 40% Overtime Markup 35% Formula Regular Pay Rate $10.00 Regular Bill Rate $14.00 Overtime Pay Rate $15.00 MU Formula >> Markup = (Bill Rate Pay Rate) / Pay Rate Calculate for Bill Rate >> 0.35 = (Bill Rate 15.00) / * = (Bill Rate 15.00) 5.25 = (Bill Rate 15.00) Bill Rate = OT Bill Factor = / =

4 StaffSuite Tip #2 Mass Activity Complete (Make a Note) Activities must be of same type (e.g. Employee, Company, etc.) Choice to replace notes field for all selected activities with new note text Choice to append notes field for all selected activities with new note text

5 StaffSuite Tip #2

6 StaffSuite Tip #3 Mass Terminate (Employees) Helps Manage No Recent Contact employees Allows choice of Eligible or Not Eligible for Rehire to be Selected All Elements of Termination Activity are recorded: Separation Date Termination Reason Activity Date/Time

7 StaffSuite Tip #3

8 StaffSuite Tip #4 Radius Searching Available for Employee, Company, Company Rep, Assignment, Position Searches Distance is measured from Selected Zip Code s Post Office Five (5) Digit Zip Code Entry Miles Input Range 1-999

9 StaffSuite Tip #4

10 StaffSuite Tip #5 Scheduling Employee Reminders Employee Make a Note Scheduling Fields Push to MS Outlook as a Future Appointment Once Outlook Appointment reminder appears, access and complete StaffSuite from Task List

11 StaffSuite Tip #5

12 StaffSuite Tip #6 Employee Skill Matching to Companies, Assignments, Positions Find Matching Companies returns company records not on Credit or Service Status Hold with any match against employee s Industries, Occupations or Skills Find Matching Assignments returns open assignments that contain any match against an employee s Industry, Occupation or Skill profile information Find Matching Positions returns open positions that contain any match against an employee s Industry, Occupation or Skill profile information All Three Types can take advantage of Radius Searching

13 StaffSuite Tip #6

14 StaffSuite Tip #7 Assignment Find Matching Employee and Find Exact Matching Employee Searches Including Pre-Hire Results Filter Forms and Procedures Button permits a real time display of all Job Requirements necessary for the assignment record in currency Include Pre-Hire Checkbox further refines the employee search criteria already visible in the Search Statement window to further narrow the employee results list by employees whose recorded requirements match those of the assignment record in currency

15 StaffSuite Tip #7

16 StaffSuite Tip #8 Staff Instructions Initiates on Company Record Flows Down to Orders Flows Down to Assignments, Positions Flows Down to Assignment Fill, Position Placement Flows Down to Timesheets, Direct Hire Fee Billing Screens

17 StaffSuite Tip #8

18 StaffSuite Tip #9 Company Profit Measures by Service Line Used to Establish Pricing Defaults and Guidelines by Company for the types of staffing provided Allows defaulting of default workers comp code(s) for a company Allows default markups Allows billing discounts

19 StaffSuite Tip #9

20 StaffSuite Tip #10 Ad Hoc Employee Hours Listing using Timesheet Grid

21 StaffSuite Tip #10

22 StaffSuite Roadmap Review

23 StaffSuite 2015/2016 Roadmap Delivered ACA Functionality including 1095/1094 Reporting Sick Pay Eligibility Tracking and Payout Standard onboarding employee import Query Builder Enhancements Reference Check and Forms & Procedures Updates Saved List record management capability Operational enhancements Payroll enhancements Windows 10 support Government Reporting updates Tax updates In Process Worldlink Enhancements ACA updates and enhancements Government Reporting updates Tax updates

24 StaffSuite 2017 Roadmap Technology Enhancements Integrations Tax & Regulatory and MS Office Updates Performance Improvements Standard Onboarding Import Expansion Skills Enhancements Home Branch Flexibility Standard Tax Credit Integration - WOTC PeopleNet Expansion ACA Updates Government Reporting Updates Tax Updates Activity Tracking Enhancements Mobile Registration and Job Search

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