Learn the basics of our product portfolio, the various program levels, and the resources available to your organization.

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2 We are thrilled you have chosen SwipeClock as your timekeeping and scheduling solution! As our partner, we have many resources in place to ensure your success in our channel program. This guide provides a comprehensive overview of the information and resources available to help you become a valuable, enabled, productive, and profitable SwipeClock reseller. To this end, we ve structured this guide to deliver information that will help you understand and maximize your SwipeClock partnership. For example, for help understanding what time collection devise would best fit a prospect, check out the Data Collection Options section for high-level information that will quickly guide you through data collection considerations. Please read through the rest of this document to learn about all of the resources and benefits that are available when you build a full-fledged partnership with SwipeClock. v Learn the basics of our product portfolio, the various program levels, and the resources available to your organization. Learn how to incorporate your new service offering to your current business model and position yourself as a workforce management solutions provider. Understand the importance of a workforce management solution and processes for overcoming objections. Comprehensive overview of all training resources and review our Accreditation requirements. Find information about the Partner Portal, partner conferences, and support resources. Follow the Onboarding Checklist to keep your organization on pace throughout its first 90 days as a SwipeClock partner.

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4 We re proud to provide SwipeClock software through great resellers like you: payroll providers and PEOs who work hard to improve the North American workplace. But we re not just a leader in workforce management solutions, we also lead the industry with a reseller program that is driven by a truly unique focus on partner growth. TimeWorksPlus is an automated timekeeping solution that allows your clients to eliminate manual time tracking and employee punch activity. TimeWorksPlus empowers employees to manage time off requests, approve their timecards, check accrual balances and more. All this means less time for managers to deal with basic timekeeping needs, and fewer errors each time payroll is run. TimeSimplicity is an intuitive scheduling solution that allows your clients to avoid scheduling employees for times they are unable to work, quickly cover shifts with a best fit candidates list, drag and drop shifts as needed, and much more! TimeWorksPlus and TimeSimplicity can each be stand alone products but due to the integration, the two solutions combined offers a key differentiation in your product and service suite. v TimeWorksPlus + TimeSimplicity + Your HR/Payroll Solution= Workforce Management

5 Branding Options

6 Branded Login Page Easy system access gives you credit for the solution Branded Sales Collateral Sales tools provide a seamless experience for your customers v Our white label program enables partners to rebrand all touch points from our software to sales collateral to templates at no extra cost. With no need to design ads, develop product websites or create marketing slicks, enlisting new customers couldn t be easier. Imagine feeling completely empowered to build your business and your brand. Branded Templates Build your brand equity every time you reach out via for updates & news Partner Point Opportunities Web buttons and banner ads for your use on your payroll websites will reward you in Partner savings

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8 Our Partner Program consists of four levels that are designed to reward you for your achievements as a SwipeClock provider. Whether your motive is to be positioned for growth as a service provider or to improve your competitive advantage with reduced costs, Partner Points Program provides an easy series of guidelines. Each level offers benefits tailored to suit increased participation in the program. Registered partners have completed the training series and have access to the resources they need to succeed as a time and attendance product supplier. Partners at this level are given access to a range of v resources to help them stay current with the latest SwipeClock developments, serve customers more effectively, and grow their business selling SwipeClock products. Associated Partners represent a high degree of competence and expertise with SwipeClock technologies. Partners at this level demonstrate their proficiency across SwipeClock s Product Suite. Associate Partners also have access to a rich set of benefits to leverage in the marketplace, including access to technical and sales support through Desk.com (a web based support system). This relationship with SwipeClock helps them stay on the cutting edge of the latest product developments and industry technology.

9 Certified Partners are next to the highest level of SwipeClock program and also have access to resources and the support they need to be effective in their market. Partners at this program level build a working relationship with SwipeClock in their final assault on program achievement. Activities such as conferences and conventions, market specific material identification, etc. all contribute to the eventual growth and top program level achievement. Certified Partners demonstrate proficiency in most aspects of the SwipeClock system. Allied Partners are at the top level of SwipeClock Partners Program and have full access to resources and the support systems they need to be a leader in their respective marketplace. Partners at this program level have the opportunity to build the closest working relationship with SwipeClock through activities such as participating in joint sponsored conferences and recommend software development initiatives. v

10 The Partner Points Program was designed to offer a road map for success. By making efforts to educate your staff on both Timekeeping and Advanced Scheduling, utilizing pre-designed sales and marketing materials, activating new accounts, and much more--you can earn Partner Points. The following categories provide you with details about what you can do to earn Partner Points. Please visit the Partner Points Summary report within your SwipeClock account to access your point total. This report also shows you a complete list of what points you have already earned and what activates are still available to earn more points. Timekeeping Training Earn points for tasks associated with getting your staff trained. SwipeClock Communications Earn points for staying connected with SwipeClock by following our communications. v Sales & Marketing Materials Earn points for tasks associated with your sales and marketing efforts. Don't forget to adopt SwipeClock's ready-made tools and resources that can be branded for your organization. Implementation Earn points for tasks associated with implementing SwipeClock in your payroll organization. Products & Activations Earn points for selling products and activating new accounts.

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12 Professional Services is a valuable resource to fill a temporary gap as you begin offering timekeeping and scheduling as a new Partner. However, our main goal is to help you become a self-sufficient SwipeClock partner, so we will train you and your staff as we train your clients! We provide First Class Service, leveraging our expertise and knowledge of automated timekeeping and advanced scheduling within many industries to ensure your clients are satisfied with our products and services. SwipeClock's Professional Services can represent your organization to both prospects and clients. We are happy to perform SwipeClock product demonstrations, system training, client implementation and more! We will provide these services for your first 2 clients at NO COST! All you have to do is complete the Professional Services Order Form. In order to maximize client success, you (our Partner) will be required to assist in the Professional Services process and must remain involved relative to payroll and pricing considerations.

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14 SwipeClock has identified 3 key roles required for success in selling and supporting our Time, Attendance and Scheduling products. Although one individual may wear many hats, you may determine that it is better to separate the assignments into three specific roles for even better granularity. Cross training staff is highly recommended. Don t let employee turn-over prevent you from selling and supporting SwipeClock products. Business Lead Decision maker Back Office Service and Support - Client setup, training, and support v Sales / Marketing - Sales presentations One of the keys to your success as a reseller is obtaining product knowledge in order to sell the value our Time, Attendance and Scheduling applications. Once your team has obtains a base knowledge of SwipeClock s Workforce Management Solution you can begin to grow your business. This part is simple; let your clients know that you offer a timekeeping solution, provide a sales demonstration along with a quote, set the client up in the timekeeping system, then let us know when the client raves about the simplicity of the service and their time savings (all while advancing your company through the Partner Program)!

15 The key responsibilities of the Business Lead are: Staff Commitment: Get your team excited about offering a new product. Encourage them to understand their roles as they are outlined in the following sections. Pricing Structure: Determine your profit margins and ROI. You are paying wholesale pricing which means you can decide what to charge your clients. During your training process you will be given some tips to help in your decision making. v Deployment Strategy: Marketing your services is the best way to grow. If your clients do not know what you have, they may not know to ask about it. SwipeClock has many options to help you get the word out. Branding Considerations: The SwipeClock product is fully customizable meaning you can make it look like your product. The benefit to this is keeping the competition at bay. One of the best ways to market is through your website. Hardware Representation: There are many punch collection options that you can offer to your client base, but ultimately, it is up to you to determine the selection. Though the installation process is simple, it is critical because it will be you, your staff member or your client that will install the clocks. Each unit will be accompanied by a User s Manual. Understanding Professional Services: You may have a client in need of a timekeeping solution before you feel confident to perform the demo or complete the implementation process. We can help! Professional Services is a supplemental, fee-based service option available to assist you with a sales demo, setup, and training and we will assist you with your first 2 clients at no cost!

16 The key responsibilities of the Sales Representative are: Understanding why workforce management is important: Understand how SwipeClock can be an ideal solution for many industries and why it is necessary. With an array of available features, you are sure to get your foot in the door with your new service offering. System Demonstrations: Become familiar with the Online Demo to be able to present a full timekeeping demonstration to a prospect. Use our marketing materials to prepare yourself with industry best practices, product features and ROI for the client before a presentation. v Representation: The SwipeClock product is fully customizable meaning it can be made it look like your product. The benefit to this is keeping the competition at bay. Marketing your services is the best way to grow business. If your clients do not know what you offer, they may not know to ask about it. SwipeClock has many options to help you in your prospecting efforts. Hardware Demonstration: There are many punch collection options that you can offer to your client base and understanding their differences is a key part of your role. Though the installation process is simple, it will be you, a co-worker or your client that will install the clocks. Each unit will be accompanied by a User s Manual

17 The key responsibilities of the Back Office Service & Support Specialist are: Client Setup: Get your clients up and running by adding their company s information into the timekeeping system based on the information they have already provided to you. Refer to the Timekeeping New Client Setup Form. Client Training / Inbound Support: Training your clients will be an essential part of their success. There are many tools to assist you in the training process. Your clients may need advice, direction and support from time to time. You will be ready to answer their questions and build their confidence using the tools you will learn in the training process. v Reporting Options: There are many reporting options available for you and your clients. Understanding what each report can do will build your confidence when training a client. Hardware Representation: There are many punch collection options. Though the installation process is simple, it is critical for you to understand the difference of each clock so you can effective support your clients. Each unit will be accompanied by a User s Manual. Payroll Process: Exporting timekeeping from SwipeClock for the payroll process is simple. However, it will be your responsibility to convey the process to your clients. During the training process, you will be shown these simple steps. Your payroll software may be integrated with SwipeClock, be sure to ask.

18 Once you have determined each staff member s involvement, the next thing to consider is how to gain the knowledge needed to reasonably perform the assignments. SwipeClock has provided many avenues of education to ensure you are comfortable during this learning experience and each role has a specific learning path SwipeClock Online Learning Resource provides 24/7 access to Implementation and Sales video resources. These videos outline tips, techniques and training for day-to-day tasks. Once you have been contacted by your training coordinator, each designated staff member will be given access to their role-specific training course in SOLR. SOLR provides individual training courses to ensure each role has access to the most effective information: Business Lead Sales Team Leads and Reps Back Office Implementation and Support Staff v Script Writing Expertise Coming Soon: TimeSimplicity Advanced Scheduling Sales and Back Office Support Business and Team Leads can track employee progress with their admin level access to SOLR.

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20 Once Training is complete for each role within your organization, you will become an Accredited SwipeClock Partner. This is an accomplished status and proves that you are committed to the success of your new Workforce Management Solution. Along with the Accredited status, you will have also earned 60 Partner Points and reached the Registered Partner Level. Maintaining your Accredited status on an annual basis will consist of the following: Complete an Accreditation Refresher course within SOLR Maintain at least 8 new active timekeeping clients each year v Support timekeeping only clients Attend 2 out of every 3 Summits Your Training Coordinator and Channel Development Specialist (CDM) will ensure your success with 90 days of first-hand support. Your CDM is a fantastic resource to help prepare you for an industry specific demo, adequately build a quote, refer you to necessary help resources, and more. With the guidance of your CDM, you will be provided the knowledge needed to successfully sell, implement, train, and support your timekeeping and scheduling clients. Participate in free webinars The purpose of these requirements is simply to ensure you are always aware of what features you can offer to your clients.

21 With each new you client you present timekeeping and schedule to, requests and requirements will vary. We have tools for you to lean on as questions arise. You were introduced to SOLR and your CDM, but you also have access to a full knowledge base, How-To articles, and Page Maps all available 24/7. Knowledge Base Holds 600+ articles to assist you on troubleshooting, understanding feature implementation, custom scripting and more. How-Tos Client facing information that provides step-by-step instruction along with screen shots. How-to articles can be searched alphabetically, by menu, or by key word. Page Maps Screen overlays that provide interactive hints and tips for certain features. Webinars - Repeating webinars on both TimeWorksPlus and TimeSimplicity will run every week on the same day at the same time. Our goal is to provide Partners, staff and even your clients with a consistent learning opportunity for SwipeClock products. We also offer webinars on special topics each month. Watch for the webinars calendar in the Partner Portal. SwipeClock Support Center, which holds the knowledge base, also provides you with access to our Support ticketing system. SwipeClock s support team is available from 7am to 5pm MST to answer your system related questions. v As a SwipeClock Partner, we believe that when you learn more you earn more!

22 SwipeClock is continuously improving our products; whether it is simple enhancements to improve the user experience or adding new functionality to help you stay relevant in the ever changing industry. We do out best to ensure you are aware of what is taking place within your workforce management solution. The first page you will always see when you log into SwipeClock is your Partner Portal. This portal provides you with access to everything you need as a SwipeClock partner, including an outline of system Updates and Enhancements when they take place. v The Partner Portal also provides an informational banner designed to keep you in the loop with training opportunities, hardware promotions, new features highlights, and more. You also have the option to subscribe to our Update Bulletin which allows SwipeClock to notify you via of any scheduled system maintenances, technical issues, office closures, etc. We want to make sure you are prepared to answer any questions your clients may have. Each year, SwipeClock welcomes our partners to the annual SwipeClock Users Summit for 3 days of networking, indepth training sessions, detailed presentations about SwipeClock partner programs and marketing strategies (often taught by your peers). Be sure to include this can t miss event in your annual budget planning.

23 SwipeClock offers a selection of timekeeping devices that can accommodate just about any demand. Each of these individual devices can stand alone or be combined with the other devices to satisfy a variety of collection needs on a single account. Here are 5 of the most commonly utilized: Makes punch recording available Allow employees to clock An affordable Analog (standard An affordable Ethernet solution Collect time and eliminate through a Web browser, with no IN/OUT while tracking their phone/fax line) solution that that offers the ability to use a buddy punching with built-in software to install or manage. location with Pinpoint GPS and offers the ability to use a mag proximity cards or PIN entry. biometric fingerprint reader. Employees can simply log in at a allow supervisors to approve badge cards or PIN entry. workstation, and data is then time cards from the available for managers in real- convenience of an app. time. IP filter restrictions allow WebClock to be restricted to only the workstations desired for time tracking. Each of these products collect data that is sent to the same online program, allowing for complete labor management from a single point of entry. Note: There are many other data collection options available and you are encouraged to work with your CDM to find a solution that would best fit your client s need.

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25 The following checklist is designed to guide you through your first 90 days as a SwipeClock partner. We believe that engaged partners are productive partners. You can mark tasks as they are complete, whether it is an expectation of a SwipeClock representative or one of yours, this will ensure accountability of both parties as we are Partners. Partner Onboarding Guide reviewed Attended SwipeClock Introduction webinar Introduction from your Channel Development Manager Introduction to your Training Coordinator Internal Roles Assigned Logo submitted to SwipeClock representative Ordered a clock from the Starter Kit Business Lead training session scheduled Pricing structure defined Given access to SwipeClock Online Learning Resource (SOLR) Complete New Client Setup Form for your internal account Assigned a clock to your Demo account

26 Partner Onboarding Guide reviewed Attended SwipeClock Introduction webinar Introduction from your Channel Development Manager Introduction to your Training Coordinator Implementation Specialist training session scheduled Created CRM account Payroll File Format or integration identified Given access to SwipeClock Online Learning Resource (SOLR) Submitted Client Implementation / Training request to Professional Services First client added to SwipeClock

27 Partner Onboarding Guide reviewed Attended SwipeClock Introduction webinar Introduction from your Channel Development Manager Introduction to your Training Coordinator Custom login links added to your website Sales Representative training session scheduled Ordered marketing material Given access to SwipeClock Online Learning Resource (SOLR) Activity added to demo account Provided timekeeping demo to prospect Provided scheduling demo to prospect

28 Congratulations! You have completed the onboarding process and should feel confidently positioned to actively sell, implement, train, and support your timekeeping and scheduling clients. If you come upon a situation where you need our assistance, we hope you fully understand where to find your training and support resources. Whether it is your CDM, the knowledgebase, or the videos within SOLR; you should be able to easily access the tools you need when you need them. We would love your feedback. Please complete this survey and let us know how we can improve. Sincerely, Your SwipeClock Team