HROffice Screen Shots

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1 HROffice Screen Shots General Interface XP-like interface, information and other applications are no more than 2 clicks away Part A: HROffice Set-Up Manager Wizard technology - walk step-by-step through the process of configuring the system Limited IT involvement easy for the HR team to manage on their own Fits w/ current policies designed to easily mold to your current policies, processes & plans Users & Role-based Security Unlimited multi-users Each user has a defined role associated with them, which creates a personalized view portal of the system and reports Role-based security Prepared by Ascentis Corporation 1

2 Company Information/Locations/Divisions/Job Titles Benefits Set-up - Create Unique Benefit Engines Wizard technology makes it easy to set-up and modify benefit plans Benefit management globally manages benefits for all employees Benefit scope manages all types of benefits offered to employees Prepared by Ascentis Corporation 2

3 Attendance Set-up - Create Unique Leave Types Wizard technology makes it easy to set-up and modify leave plans Attendance management globally manages time off policies for all employees Support accrual, lump sum or non accrual policies Carrier Set-up Setting up electronic benefit enrollment data transfer Increases enrollment efficiencies eradicates benefit enrollment forms Minimizes risk of errors information goes directly from employee, through to HR, to your carrier Prepared by Ascentis Corporation 3

4 Part B: HROffice Employee Manager Manage and administer employee and employment information, compensation/performance reviews/bonuses, benefits eligibility/enrollment, attendance tracking/leave taken/fmla, COBRA, and Reporting Employee and Employment Information (including custom tabs) Easy navigation get to information within 2 clicks Point-in-time system current/historical/future information in same database Role-based security tab by tab access to the system Personalized tab system track any information you want OSHA Administration Centralize the administration of OSHA Built-in OSHA 300 and 301 Reports Prepared by Ascentis Corporation 4

5 Compensation/Performance Reviews/Bonuses & other custom tabs Both current & historical data Payroll Link move information directly to payroll Review tool gives manages access to this tool to cut down time Attachments go paperless by attaching electronic documents Create unlimited compensation plans and pay grade levels What If tool shows the true impact of proposed pay changes Analyze how changes to three compensation variables affect key metrics like compa-ratio, percentage/pay changes and pay grades Prepared by Ascentis Corporation 5

6 Benefits Enrollment & Eligibility/Other Insurance/Providers/Custom Tabs Eligibility know at a glance which benefits an employee is eligible for Enrollment answer basic employee questions without paper files Carrier Connect service that moves benefit info electronically to carriers Attendance/Leave Taken/FMLA Point-in-time system project forward to see future time available Role-based security allow managers to update time-off information Manage compliance information FMLA tracking and reporting Prepared by Ascentis Corporation 6

7 COBRA & Coverage Continuation Summary Save money bring COBRA management in house Eligibility know at a glance which employees and dependents are eligible for COBRA Built-in forms (i.e. Qualifying Event Notice) no need to keep track of the Federal Government COBRA changes because HROffice is updated accordingly Employee Correspondence Wizard (create pre-populated forms, batch s, letters, etc.) Simple mail merge tool has the ability to pick up fields in HROffice and create a letter, and any combination Load any document keep a complete library of employee communications Save your employee communications in the notes tab Prepared by Ascentis Corporation 7

8 Reports Custom report builder you can report on all fields, even your personalized tab fields Easy to use wizard technology walks you through the process of creating a report 300+ built-in reports, the reports you ll use most are already created for you Role-based security carries through to built-in reports Supports third-party reporting tools (i.e. Crystal) Prepared by Ascentis Corporation 8

9 Part C: Employee Self-Service Gives employees immediate, online access to all of their personal HR, benefits and some payroll information. Allows employees to update their personal and dependent information, manage time off, submit leave requests to management and more Setup security policies, applications, approval policies and the Self-Service login page Self Service Administration (approval management, open/new hire enrollment status, basic log-in and account information along with carrier connect transmissions) Controls information from ESS provides comprehensive record of data transfer and approvals Insight into open/new hire enrollment see where each employee is in the process, communicate accordingly (i.e employee correspondence) Monitor ESS use see who is using the system and when Assign logins to new users and generate random passwords for forgotten passwords Prepared by Ascentis Corporation 9

10 Home Page (Non Open Enrollment or New Hire Enrollment): My Self, My Family, My Benefits, My Time Off, My Paycheck and My Company Co-branded site with client logo and personalize messages and links (documents/website) My Self/Family Ownership gives employees the chance to view and update their information online Flexibility HR team can decide which pieces of HROffice to extend out to employees, and the employees rights to read and/or update their information Save Time allowing employees to update their information cuts down on calls to HR My Benefits Key plan information cuts down on calls to HR, employees have plan information online Cost summary employees can see how much the company is spending and their payroll deduction Life event changes employees have the ability to makes changes to benefit plans due to life events My Time Off/My Team Minimize calls to HR employees can do their own time-off projections Time-off Requests managers can approve time-off requests of their team My Paycheck Delivers current and historical paycheck details Eliminates the need for paper pay stubs Note: My Paycheck is only available for Advanced Payroll Connect Links My Company Built in Org Chart enables employees to easily communicate throughout the organization Prepared by Ascentis Corporation 10

11 Online Open Enrollment and/or New Hire Enrollment Wizard Open Enrollment/New Hire Enrollment Process Open enrollment setup in HROffice pushes the information through open/new hire enrollment Self-Service wizards walk the employee through the enrollment process Gives employees key plan information enables employees to make informed decisions on selections Ensures accuracy of enrollment data Prepared by Ascentis Corporation 11

12 Online Time-off Requests & Leave Approval Online Leave Request & Leave Approval Enables employees to request leave online Approval management and workflow process delivers leave request through to appropriate supervisors for review and approval via the My Team tab, and reciprocates communication directly back to their immediate report Allows supervisors to view a calendar of their entire team s leave status Ensures accuracy of employee leave policies and data Prepared by Ascentis Corporation 12

13 My Paycheck Delivers employees the ability to view current and historic paycheck detail, access paycheck calculator tools and manage their direct deposit and tax details Only available with Advanced Payroll Connect Links My Last Paycheck My Paycheck History Prepared by Ascentis Corporation 13

14 My Paycheck Calculators (powered by Paycheckcity.com) My Direct Deposit/Tax Details Prepared by Ascentis Corporation 14

15 Part D: HROffice Payroll Connect Point-in-time: moves change information between systems for a specific payroll cycle Eradicates double entry and potential for data entry errors Secure built in audit trail allows insight into changes that have moved from system to system Advanced Payroll Connect transfers direct deposit and taxes to payroll system and allows paycheck information to be transferred into the My Paycheck tab in Employee Self-Service Prepared by Ascentis Corporation 15

16 Part E: HROffice Alerts (sample of 20+ alerts in the HROffice Alerts library) 20+ alert templates Expanded reminder capability automated s instead of remembering to run reports Flexibility reminders can be personalized for the organization and sent to any employee specified Prepared by Ascentis Corporation 16