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Implementation Kickoff
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Agenda
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Introductions of Teams
Products/Services Selected
High level overview of the Implementation Process
Roles and Responsibilities
Q&A
Next Steps
Insert Customers Name
• Insert Customers Name
– Name, Title
• Email - Phone Number
– Name, Title
• Email - Phone Number
– Name, Title
• Email - Phone Number
– Name, Title
• Email - Phone Number
Infinisource Team
• Infinisource Implementation Team Introductions
– Name, Project Manager
• Insert Email Direct: Insert Phone
– Payroll IS, Payroll Implementation
• Insert Email Direct: Insert Phone
– Julie Carothers, TF Implementation Coordinator
• JCarothers@infinisource.com Direct: (800) 697-7010 ext. 2923
– Insert Additional Subject Matter Experts as assigned:
• TimeForce Implementation Specialist, Benefits
Implementation Specialist, Data Extractor and Convertor
– Chris Mantua, VP, HCM Implementation Services
• CMantua@infinisource.com
Products Selected- Comprehensive Bundle
Products/Services
Migration
Payroll – Previous System to iSolved
Time & Attendance – Previous System to TimeForce
New Automation
Benefits
– Enrollment and Eligibility
Human Resources
– Performance Management/Employee Self Service (ESS)
Additional Services
Additional Services – Adjust to Contract
-Cobra Administration (includes Premium Collection
and COBRA Eligibility Management Services)
- Flexible Benefits Administration (FSA, HRA,
Transportation Admin)
-Carrier Feeds – (Insert #)
- How are you managing them today?
-OnBoarding
-Applicant Tracking
HCM Implementation Process
Transition to Implementation
Your Sales Representative will work with you to gather the initial information we need to get started. We’ll assign a
team of resources responsible for implementing your solutions.
Planning & Analysis
You will provide additional information about your company’s policies and pay practices and begin working with
your assigned team to plan your implementation. This is an opportunity to align expectations and timelines.
Account Creation
We’ll create your account in iSolved based on the information you provided.
Configuration & Data Load
We’ll configure your account to meet your company’s policies and practices, and work together to obtain and
audit your data to import into iSolved.
Training
We’ll train your administrative staff on use of the software and verify together that everything works as it
should before going live.
First Check Date
Preview, validate and then process payroll!
Transition to Customer Support
Engage with customer support to address your ongoing questions.
Implementation Phases – Planning & Analysis
Planning & Analysis
Insert Customer Name Responsibilities
Infinisource Responsibilities
Complete and Return Forms, Surveys or Analysis for
Payroll, TimeForce and Benefits
Infinisource will be able to assign Subject Matter
Experts (SMEs) to implement each service
Participate in Analysis Meetings for each purchased
service
SMEs will ask in depth questions regarding each service
to ensure that each service is setup and configured in
iSolved based on Insert Customer Name needs
Implementation Phases – Account Creation
Account Creation
Infinisource Responsibilities
We will create your account in iSolved based on the information
you provided during the analysis meetings.
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Client Information
Work Locations/Tax
Bank Account, Check & Delivery Package Options
Pay Groups & Schedule
Implementation Phases – Configuration and Data Load
Configuration
Insert Customer Name Responsibilities
Participate in Database Review with Payroll,
TimeForce and Benefits
Infinisource Responsibilities
We will configure your account to meet your
company’s policies and practices
– Payroll
• Earnings, Deductions, Memo Codes, Deferred Comp
• Organizational Tables
– TimeForce
• Overtime, Accrual Polices, Schedules & Rounding, Breaks, Meals,
Holidays
– Benefit
• Plan designs, Coverage levels, Rates (Employee & Employer)
• When is your Open Enrollment? Plan Renewal?
Implementation Phases – Configuration and Data Load
Data Load
Insert Customer Name Responsibilities
Infinisource Responsibilities
Provide Infinisource's Data Team with access to
systems/data for Employee Data and Current Year
Payroll Balances
Our Data Team will extract and format imports of the
Employee Data and Current Year Payroll Balances for
the Payroll Specialist to import into iSolved
Verify Accuracy of Data in iSolved (Payroll, HR,
Benefits) and/or TimeForce
Provide access to iSolved for Quality Assurance of
iSolved (Payroll, HR, Benefits) and/or TimeForce
• Who should our data team contact to access Insert Previous
Provider?
• Payroll data
– Current YTD Balances
– Prior Year Balance
• Employee Data
– Current EE demographics, recurring deductions, direct
deposit setup and accrual balances.
Implementation Phases – Training
Training
Insert Customer Name Responsibilities
Participate in iSolved (Payroll, HR, Benefits) and/or
TimeForce Training
Infinisource Responsibilities
SMEs will provide training of iSolved (Payroll, HR,
Benefits) and/or TimeForce
– iSolved Employee Management Training
– Employee Self Service (ESS) Training
– TimeForce Administrator Training & Supervisor
Training
– Benefit Administer Training
– Payroll Review
Implementation Phases – First Check Date
First Check Date
Insert Customer Name Responsibilities
Infinisource Responsibilities
Provide Infinisource with Tax POA's, Banking
Information (including a VOID check), Check
Signatures
Project Manager will submit all Information to the Tax
Team for setup and approval for first payroll process
Participate in first Payroll Processing
Help Insert Customer Name process first payroll on
iSolved
Pay Group
UPDATE
Pay Period Begin Date
Pay Period End Date
1st Pay Date
– Wire vs. Impound –
• Federal 941 Tax Deposit over $100K each payroll?
• Payroll funding amount (DD, Tax and Billing) over $500K each
payroll?
– Current Process date?
Implementation Overview- Transition to Customer Support
Post Implementation / Transition to Customer Support
Insert Customer Name Responsibilities
Implementation Customer Satisfaction Survey
• Once we have all of the purchased services implemented
we will transition you to customer support
Expectations
Expectations
– Communication
• Weekly Status Call
• E-mail/Phone as
needed
– Meeting Routines
• Accomplishments
• Discovery
• Next steps
Q&A
Questions?
Infinisource - Next Steps
Example
Insert Customer Name – Next Steps
Example
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People to do Their Best Work
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