Insert Customers Logo Implementation Kickoff Copyright © 2014 All rights reserved. Agenda • • • • • • 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 • [email protected] 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 • [email protected] 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. - 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 Empowering Companies and People to do Their Best Work One Source. Infinite Solutions.