HR Solutions: PTO and Onboarding

Transcription

1 HR Solutions: PTO and Onboarding Amy Meyer Director of Training Elisabeth Beller VP, Product Management Tracey-Alexis Dixon Customer Success Specialist

2 Additional Resources Workbook access and other resources Ask questions during a training session

3 Agenda Overview of Employee Navigator HR Solutions Strategic Benefits of offering PTO and Onboarding modules Increasing Product Awareness Supporting HR products PTO (Time Off tracking) Design Enhancements Onboarding Design Exciting things to come!

4 Employee Navigator HR Solutions Comprehensive one stop solution for HR Users Product Employee HRIS database HR Reporting Tools Document Library ACA Eligibility Tracking ACA 1095 Reporting Onboarding PTO License Level All All All All All Elite and Platinum Elite and Platinum

5 Why should you offer PTO and Onboarding? HR wants it! Make their lives easier by providing them with an online solution. Compete with Zenefits and the others chasing Zenefits dollars. Engage HR in the system. HR will rely on your for more than just benefits. When HR needs help, they don t want a call center. Provide your personal touch while Employee Navigator does the work. You control the data!

6 Supporting HR Products Broker Supported Standard support model applies Use the products yourselves! This makes selling them and supporting them much easier Don t overpromise Teach HR to be self-sufficient Use the on screen resources and support articles Offload training to Employee Navigator HR Training subscription - $400 per year

7 PTO

8 PTO Product Design Goal: Create a low cost/quality PTO solution for 90% of companies. Offers flexibility, but simplification of policies is recommended. Manual adjustments can be made, but take time. For unique policies not supported by Employee Navigator, a paid platform provided by a payroll provider may be the answer.

9 How Does It Work? Packages are created for groups of employees Policies are configured within the packages for each bucket of hours Policies are built with rules to allow the system to calculate time off and Leave Types for tracking. Package Standard Package Policies PTO Periodic Accrual Jury Duty Manual Assignment Work from Home Unlimited Leave Types Vacation Sick Jury Duty Work from Home

10 Implementation Process Review policies and simplify if necessary Decide on implementation options Create Packages and Policies Configure Holiday Calendar Assign Employees to Packages and Managers Gather current balances/ Import Balances or Hours Taken Train Managers and Employees Enable Time off tab on established Go Live date

11 Product Release April 2016 We listened to your feedback! Enhanced accrual options Added support for custom policy year setup Based on Employee Hire Date Common date policy year other than Jan 1 Dec 31 New options for customizing Probationary Periods Simplified implementation by adding options for effective date Added the ability to End or Change an employee s Package assignment Enhanced Reporting options to include terminated employees

12 Onboarding

13 Onboarding Product Design Goal: Create a low cost/quality Onboarding solution for 90% of companies. Reduce corporate liabilities by creating a digital paper trail Quick and easy setup and implementation Make a great first impression on new employees

14 How does it work? Task Groupings are used to organize tasks and trigger on events Onboarding Groupings created by default Add custom task groupings as needed for existing employees Assign Tasks to all employees or use the rules engine Preconfigured tasks for sample communications and standard data capture Flexibility to add unlimited custom tasks specific to your company Add new tasks as needed for compliance or when policies are added or updated HR Tools Track employee progress Send reminders Generate reports

15 Implementation Process Review existing Onboarding Tasks Easily activate preconfigured tasks within Onboarding Groups Add custom tasks as needed to Onboarding process Review event triggered tasks required for existing employees Create custom Task Groupings and associated custom Tasks Train existing employees on the module Implement Onboarding module for all new employees Manually assign or use event triggers to begin task tracking for existing employees

16 Increasing Product Awareness Include a brochure in your renewal package Our design team can create one for you, contact support for more information. Conduct a webinar for your existing clients Include PTO and Onboarding in your demo for prospects Have your clients attend Employee Navigator s webinar demonstrating the products Conducted the week of July 11 th Keep your eyes open for an coming soon!