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1 Developing a Customized Onboarding Process in Web Pay Presented by Jennifer Mark & Greg Augsburg, Learning & Development Specialists, Paylocity Please participate in our two-question survey by typing in the Kahoot link below Game Pin:

2 Is This Your Onboarding Experience?

3 Paylocity FastPass = Paylocity Onboarding

4 Airfare Savings: 51% of Employees are more productive when accessing work related materials through a mobile device 51 55% of Employees indicated mobile tools contributed to a better work/life balance.

5 2016 PAYLOCITY CLIENT CONFERENCE #PCTYClientCon

6 Meet Today s Characters Tim The Traveler New Hire Bart The Baggage Handler Internal Team Pete The Pilot Administrator

7 What is Onboarding? New Admin Hire Completion Types of Recognition Internal Completion

8 Passenger Benefits Positive First Day = Happy New Hires First Day Spent Interacting Instead of Completing Paperwork Modern Work Place Cutting Edge 67% of Millennials Judge Their Employers by the Technology Provided Snap Pictures with Phones, no PC Needed for Uploads Convenient & Flexible

9 Pilot Benefits Reduce Paper Pushing Less Data Entry Flawless Archiving w2 s vs Seasonal vs. Full Time Automated Notifications to Responsible Parties E-Verify Meet Federal Guidelines OB Re-Hires Update Information

10 Now Boarding Streamline Communication with Internal Team Tie Tasks into WebPay Fields Customize Task Content Successfully Store New Hire Documents

11 Mandatory Stop 1 New Hire Documentation Sign Off Checklist: Employee Handbook Code of Conduct Check Box Acknowledgements Watch Safety Video Sign Off Upon Completion New Hire Tasks to Complete

12 New Hire Documentation Signoff

13 4 Step Task Wizard Require or Opt Out Establish Due Date

14 Stipulate Who is Required to Complete a Task Optional Checks and Balances- Establish Task Approval Process 2016 PAYLOCITY CLIENT CONFERENCE #PCTYClientCon

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17 Now on to Tim The Traveler

18 Provide Documents, Links or Videos for New Hire Review & Acknowledgement Establish Task Expectations Employee Handbook Safety Video Code of Conduct Required Signature Line 2016 PAYLOCITY CLIENT CONFERENCE #PCTYClientCon

19 Let s Transition from Onboarding You May Be Asking Yourself Where Do All These Documents and Agreements Go After the Onboarding Process is Completed???? Into WebPay Tim The Traveler

20 Documents Seamlessly Stored in Employee Profile in WebPay Tim The Traveler 2016 PAYLOCITY CLIENT CONFERENCE #PCTYClientCon

21 Destination Options 1 Uploading Document 12 Assign Company Computer Required Materials? CPR? Forklift? GED? All Docs Kept in WebPay Better Track Your Company s Inventory Automatic Notification to IT Department Completed Before Hand WebPay Company Property

22 Destination Options 13 Set Up Shared Responsibility by Leveraging Internal Staff WebPay Work Location Excellent Impression From New Hire Perspective 14 Training Department Checklist Create Checklist Add Link to External Calendar Schedule Training Class Create LMS Account Create CRM Account Assign Mentor

23 Time to Vote on your Favorite Destination Uploading Document Assign Company Computer 13 Set Up 14 Training Department Checklist Kahoot Game Pin:

24 Uploading Documents

25 What is the Title of My Task?

26 Who Will Complete Task? Establish Checks & Balances with the Approval Process

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28 CPR Certificate

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30 Now on to Tim The Traveler

31 Documents Uploaded During Onboarding Will Be Stored in WebPay CPR Certificate Return to Destinations Prepare for Landing

32 Assign Company Computer

33 Who Will Complete Task? Assign to Internal Document Team Members Company Assets Provided to New Hire Establish Checks and Balances with the Approval Process

34 Tim The Traveler Company Assets Effortlessly Stored Return to Destinations Prepare for Landing

35 Requesting Account

36 Assign Task Based on User Rights or Specific Individual

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38 Set Up Automatic Notifications Customize Message Including Task Due Date

39 Effortlessly Communicate with Internal Team Members Customizable Content Return to Destinations Prepare for Landing

40 Training Department Checklists

41 Identify Which Team Member Will Be Responsible for Completing Task

42 Design Task from Blank Slate Using Custom Items Requesting Account

43 5 Different Notification Options Generate Communication with Internal Team Options of Who Should Be Notified Customize Notification

44 Now on to the Bart The Baggage Handler

45 Internal Team View of Task Return to Destinations Prepare for Landing

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47 Lay Over: E-Verify Internet Based System Elevates I9 Documentation Verification DOS Department of State DHS Department of Homeland Security SSA Social Security Administration Free Meet Federal & State* Guidelines Avoid Potential Penalties Integrated Solution

48 Visit to the Gift Shop: Re-Hire Positive First Day Back Less Data Entry Acknowledges Existence Modern Work Place Cutting Edge

49 Reasons to be a Frequent Flyer

50 Best Practices How are you using the system?

51 Q&A Session If you ve got questions, we ve got answers.