The Top 5 Features to Look For When Selecting Your Payroll Software

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5 Features

YOUR HOSTS

Charles KonopskiSenior Client Executive

@scotcheggCA

Rachel ScottMarketing Strategist

@racheljoscott

Follow @Paysavvy for more information on the next webinar!

#payrollwebinar

(This is a recorded webinar. We will send you a link to the recording after the presentation)

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Agenda

Company overview

The importance of an e�ective payroll software

The benefits of an e�ective payroll software

The top 5 features to look for in a payroll software

Conclusion & checklist

Questions

One platform, many appsUse just what you need on a seamlessly integrated platform

How important is aneffective payroll software?

Extremely important.

Outdated payroll software negatively impacts one of the most fundamental reasons for working in the first place: getting paid.

Simplifying this most basic aspect of work can be an important first step to improving transparency, trust, productivity and e�ciency within your workplace.

Improved payroll technology does more than just ensure that people receive their

paycheque accurately and on time.

Benefits include:

Increased e�ciency & productivity

Lower costs

Benefits include:

Benefits include:

Improved transparency & trust in the workplace

Less paper waste

Benefits include:

What words would you use to describe your current payroll software?

If these words don’t come to mind when describing your current payroll software, there is a problem.

ConvenientHelpfulFlexible

PowerfulBeautiful

Customizable

The Top 5 Features to Look For When Selecting Your Payroll Software

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Ability to interface with banks, the government and accounting software

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Banks

Time Saving»

Convenience»

No Added Fees»

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CRA Approved

Accuracy»

Accountability»

Insight»

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Accounting SoftwareJournal Entry Utility

Point Solutions»

Ease of Data Transfer»

Less Duplication»

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Questions to Ask

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Is the payroll provider CRA approved?

Will this payroll provider automatically file remittances for you?

Does the provider have a Journal Entry Utility or API integration?

Does the provider interface with banks for no additional fees?

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Custom Reporting

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User-defined fields

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Easily customize reports with simple tools - layout,

sort, filter, group, aggregate, cross tab, visuals

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Option of having custom reports built at no charge

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Pull any data at anytime in real time

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Questions to Ask

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Can you preview reports before you print them?

Are there additional costs associated with custom reporting?

Can you export reports in multiple file formats, like excel, csv or pdf?

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Dedicated Support and Live Chat

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Time to connect»

Familiarity»

Speed and quality of resolution»

Friendliness»

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Brandon McKayClient Success Representative

Stephanie PhillipsClient Success Representative

Raquel DreesenClient Success Leader

94% Positive Rating

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Phone Email Live Chat

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Questions to Ask

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Will you have a personal Client Supportive Rep assigned to your company?

Will you be able reach your personal Client Support Rep at any time? When will you be able to reach a member of the Support team?

Does your payroll provider offer various means of communicating with your Client Service Representative — e,g. through live chat, email, phone or social media?

Are your Client Service Representatives CPA certified?

Does this payroll provider outsource support?

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Data Import and Export

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Reduce errors»

Save time»

Better streamline systems & processes»

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Questions to Ask

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Is this payroll software able to input and export data through excel and csv?

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Customizable Pay Codes

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Primary user can add a payroll instruction anytime»

No support required»

No associated charges»

Step-by-step instructions with visuals»

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if ([MonthlySalary]>3500) { ((([MonthlySalary]-3500)*.50+3500*.6667)) % 1 == 0 ?

((([MonthlySalary]-3500)*.50+3500*.6667)) :

~~((([MonthlySalary]-3500)*.50+3500*.6667)) + 1 ;} else { (([MonthlySalary]*.6667)) % 1 ==

0 ? (([MonthlySalary]*.6667)) : ~~(([MonthlySalary]*.6667)) + 1 ;}

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Questions to Ask

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How long does it take to introduce a new pay code to the system?

What is the process for changing pay codes?

Summary

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Ability to interface with banks, the government and accounting software

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Custom Reporting

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Dedicated Support and Live Chat

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Data Import and Export

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Customizable Pay Codes

You’re in GOOD Company

We believe that people are the most important part of every business. We want to transform the day-to-day experience of how

organizations manage their workforce by creating collective happiness and empowerment through technology.

Keep an eye out in your email for the complete checklist for choosing a payroll provider!

5 Features

Questions?

Charles KonopskiSenior Client Executive

charlesk@paysavvy.com

Rachel ScottMarketing Strategist

rachels@paysavvy.com

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Book a live demo with Paysavvy by August 15th, 2015

and receive 50% o� setup fees should you decide to

switch providers!

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