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

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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

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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

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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

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Compensation/Performance Reviews/Bonuses & other custom tabs – Both current & historical data

• 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

• 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

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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

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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 e-mails, letters, etc.)

• Simple mail merge tool – has the ability to pick up fields in HROffice and create a letter, e-mail and any combination

• Load any document – keep a complete library of employee communications

• Save your employee communications in the notes tab

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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)

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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

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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

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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

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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

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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

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My Paycheck Calculators (powered by Paycheckcity.com) My Direct Deposit/Tax Details

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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

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Part E: HROffice Alerts (sample of 20+ alerts in the HROffice Alerts library)

• 20+ alert templates

• Expanded reminder capability – automated e-mails instead of remembering to run reports • Flexibility – reminders can be personalized for the organization and sent to any employee

specified

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