Kicking up your HR SystemKicking up your HR System

Presented By: Nancy PearcePresented By: Nancy Pearce

IntroductionNancy Pearce

BAASS HR Practice LeaderBAASS Payroll SpecialistSage ERP 300 Consultant

npearce@baass.comwww.baass.com

Agenda• HR theories and challenges• What is your HR system?• HRMS Core• HRMS Beyond the Core – Kicking it up

HR Theories• Career and personal development are high

priorities for young employees –

Gen-Y’ers or Millennials• They are changing the dynamics, they were born in the

internet era and have high expectations• Keep them engaged and satisfied and they will be happy to

overachieve for you

Maslow’s Hierarchy of Needs

What is your HR system?

What is your HR system?• Memory 1 – 10 employees• Manual notes 1 – 20 employees• Paper files 1 – 50+ employees• Excel files 1 – 50+ employees• HRMS Core 50+ employees

• Is your HR system meeting the needs of your employees?

• Is it helping you to help them reach their goals?

• Are your employees at the lower or the upper end of the pyramid?

• Reach optimal ROEI for your enterprise

Challenge – Decentralization of dataChallenge: • Employee data scattered • Lots of spreadsheets and other storage • Comprehensive reporting difficult• Security and privacy

How HRMS can help:• Offers centralized database• Over 80 reports with various criteria• Abra Secure Query & Crystal reporting tools• Offers sophisticated, multilevel security

Challenge – Benefits, Health & SafetyChallenge: • Maintain & calculate benefit costs• Maintain & calculate pensions, RRSP

contributions, etc• Maintain Health & Safety information

How HRMS can help:• Reduce admin costs • Reduce manual process• Identify most costly benefits & incidents

Challenge – Time-off managementChallenge: • Difficult to track vacation entitlement• No record of time taken• Management of vacation requests• Requests from employees for vacation balance

How HRMS can help:• Lump sum or Accrual leave plans• Tracking of time taken updates plan balance• Requests, approvals, history of time taken and balance in

ESS

Challenge – Empower Employees/Managers

Challenge: • Employees have no access to data• Managers/supervisors have no access to data for strategic

decisions

How HRMS can help:• Employee Self-Service (ESS) allows access to view, update data• Heighten level of service to employees

• A natural expectation of the internet generation of employees

• Dynamic sharing of information

What does Sage offer?Human Resources Management Solution – HRMS Core product

• Employee information, Photo, Organization, Skills, Attachments, Notes, Emergency Contacts, Events, LOA, Termination

• Job and Pay history, Steps, Next Reviews• Time-off management (Vacation, Sick, Jury, etc.)• Benefits management and history (LTD, Health, Life, etc.)• OHS and Workers Compensation tracking and reporting, Form 7• Crystal Report Writer and Query reporting tool• Custom screens and fields• Import & Export tool• Link to Sage ERP 300 (Accpac) payroll

Sage HRMS Reporting Capabilities

Leve

l of U

ser

Expe

rienc

e

Crystal Reports

Abra Secure Query 80+ Standard Reports

Expert

Novice

Standardization of ReportingUnstructured Structured

Crystal Reports

Standard Reports

HRMS – Beyond the Core• Train - training management• Employee Self Service (ESS)- web portal• OrgPlus - organizational charts• Sage Alerts and Workflow• Sage Source• Payroll

• Manusonic Timeclock and SonicWeb integration

HRMS – Beyond the Core• Crystal Dashboard Design• Cyber Recruiter• Cyber Train• Performance Appraisal management • Active Directory Conduit• HR Actions

Sage HRMS: more than adminRecruiting

Onboarding

PolicyCommunication

Compensation

H&W Benefits

PayrollTraining

PerformanceEvaluation

Promotion

Retirement

Leave

CareerDevelopment

Sage HRMS Train• Draw on employee information from Core• Automate the scheduling and record keeping• Manage certifications, renewals• Prepare training programs with Courses• Define training requirements for a Job or all

employees– Courses, Training Programs, Certification

• New hire training program

Sage HRMS Train– Track cost of training– Track CEU and Credits– Define prerequisite courses and skills– Create Classes for Courses

• Enroll employees• Review Class Roster• Edit Class Enrollment Letter to be sent • Assign an Instructor, costs

Sage HRMS Employee Self Service• Employee and Manager access

to HRMS– View/update information– View Pay Advices from Accpac– Request/approve time off– View Builder reporting tool

ESS

Managers --Web Portal

Employees --Web Page

CFO --Excel Model

Supervisor --Smart Phone

Executives --SharePoint

LiveWebLinks

Personalized information in personal preferred format

Sage HRMS OrgPlusOrganizational Chart creation from HRMS data•Publish your charts in a variety of formats, including Microsoft® PowerPoint, Microsoft Word, Adobe Acrobat PDF, HTML, or post them directly to the web or your company intranet. 36 predefined templates, import pictures•Create “what-if” business scenarios and measure their impact on headcount, salaries•Refresh data with scheduled updates•MS Office integration to Word, PowerPoint and Excel

Sage Alerts and WorkflowAlerts - Actions - Reports

-Not just an HRMS product – ERP and CRM available-Certifications expiring; Upcoming Events, etc. -Preconfigured Alerts included-Easy to create your own, fields are in ‘plain English’-Send Alerts to email, cell phone, pager, fax, dashboard or a pop-up on your screen-No more “When did THAT happen?”

Sage Alerts and Workflow• Business Activity Monitoring system (BAM)

– Auditing – Track history of critical activities– Monitoring – expirations, upcoming events– Communication – provide notification– Automated Response – no manual intervention

required

Sage Alerts and WorkflowReports

Generate and deliver forms and documents

Workflow or ActionsForms can be added to Alerts and flowed from employee to manager to HR and update HRMS

Sage Source• Personalized web-based workspace utilizing

gadgets, free to HRMS users• Company Announcement gadget• Secure access to paystubs• Developing Sage Advisor

SAP Crystal Dashboard Design for Sage HRMS

• Create dashboards and visual models

• Share with unlimited number of users

• Charts, maps, gauges, progress bars

SAP Crystal Dashboard Design for Sage HRMS

• Consolidate multiple reports and data

• What-if scenarios

Cyber Recruiter• Job Requisition Creation and Approval

– Can be enhanced by HR Actions

• Applicant Tracking and Routing to hiring managers– Rank applicants based on scores

• Interview Scheduling– Coordinate calendars, schedule interviews, manager feedback

• Offer Routing– Offer approval details, notify applicant including documents

• On-boarding right into HRMS

Cyber Train• Web-based training management• More robust self-service portal• Employees can submit tuition reimbursement

requests and external training requests– Track through automated routing and approval

process

Performance AppraisalsHRMS Core

– Review Dates: • Next Pay Review, Performance and Next Review

– Rating– Reviews Due report, by month– Generate Review Forms for Reviews Due

• Key employee information• Job and Pay history

Performance AppraisalsHR Actions

– Create, Route, Approve, and Save Paperless Web-based Forms

– Use the existing form or create your own review form

– Route it to the employee, to managers, to HR– HR approves it and it updates HRMS

Sage HRMS Performance Management by Cornerstone

Web-based SAAS product, Annual fee–Performance Reviews

• Generate, circulate interim and ad hoc forms• Email reminders and graphical progress reporting• Create custom forms with configurable workflows

–Competency Assessments• Dynamically generate individual development plans• Observation checklist for in-the-field skill assessment

Sage HRMS Performance Management by Cornerstone

– Compensation: Pay-for-Performance• Build compensation plans with cascading budgets• Allocate base, bonus, equity with defined guidelines

– Development Planning• Automate individual plans and track progress

– Succession Management• Build automated grids up to 5x5, use drag & drop for

easy modeling of the organization• Draw in competencies to display most recent ratings

Sage HRMS Performance Management by Cornerstone

– Talent Pooling• Track skills, roles, competencies• Nominate high-potential employees with key skills• Assign development activities

– Career Centre• Boost employee engagement with career pathing• Allow employees to explore career paths• Show matches between current state and desired jobs

Sage HRMS Learning Management by Cornerstone

SAAS (Software As A Service), Annual fee–Instructor-Led Training Administration

• Event, session and conference planning• Manage vendors, instructors, facilities, and equipment• Automated registration and roster administration

–Connect Social Networking• Blogs, wikis, discussions, share content

Sage HRMS Learning Management by Cornerstone

– Virtual Classrooms• Seamless launching of virtual session • Employee self-registration and automated email

reminders

– Learning Content Management System• Authoring, publishing and deploying media-rich

content• Test, assessment and survey tools

Active Directory Conduit• Automatically updates Microsoft Active Directory,

which drives the company directory in Outlook/Exchange, with changes to employee data in Sage HRMS

• Deactivates terminated employee accounts• Keeps all data stored in LDAP up-to-date• Easy to set up

HR Actions® for Sage HRMS• Automates the collection, approval workflow and entry of employee data

into Sage HRMS. GO PAPERLESS!

• Accelerate HR transactional processing throughout the employment life cycle

• Reduce HR’s dependency on IT Support

• Eliminate data entry from paper forms into Sage HRMS

• Monitor and control forms throughout the entire routing process

HR Actions® for Sage HRMS• Example

Supervisor initiates an action to promote an employee

• Completes the Transfer form with a raise and reassign his direct reports.

• Approved by management (multiple levels of approval available)• HR audits and saves to Sage HRMS.

Online Forms for the Entire Employment Life Cycle

Pre-Employment /Onboarding

• Requisition to Hire• New Hire• Rehire

EmployeeSelf-Service

•Personal Details•Forwarding Address•Sick time•LOA request•Custom Details•Goal Setting•Performance Appraisal

Manager / HRSelf-Service

•Transfer•Promotion•Pay Status•Attendance Adjustment•Corrective Action•OHS Incident•LOA•Retirement •Termination•Custom Details•Goal Setting•Performance Appraisal

Thank you for attendingNancy Pearce

BAASS HR Practice LeaderBAASS Payroll SpecialistSage ERP 300 Consultant

npearce@baass.comwww.baass.com