Canopyhr Tech Charlie


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anopyHR offers employment life cycle solutions to meet your business needs. With the most comprehensive Human Resource Management System in the mid market today, backed by industry experts and professionals, CanopyHR can help you manage your most important assets - "Your Employees!"

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Canopyhr Tech Charlie

  1. 1. We Take HR Personal.Proprietary & Confidential CanopyHR Overview
  2. 2. HR & Payroll Done Right. A comprehensive product that provides your company with a simple, efficient, and powerful solution for all of your HR and Payroll needs, including Online Benefits Administration. Superior Single HR that’s Technology Database CanopyHR Overview Proprietary & Confidential pg 01
  3. 3. Our SolutionCanopyHR offers a true SaaS solution that gives you the control to use theexact toolsets your company needs for managing all aspects of Payroll and HR.Fully Hosted Online Application No up-front No ongoing No aggravation of investment in hardware maintenance costs integrating and supporting or software in-house softwareCanopyHR’s solutions completely eliminate costly software add-ons andcustom integrations from divergent CanopyHR Overview Proprietary & Confidential pg 02
  4. 4. Key FeaturesCanopyHR provides HR and Payroll solutions that simplifymanaging key information, customize to fit your exact needsand provide you with actionable data that is results oriented: • HR/Payroll/Benefits Management • Employee/Manager Self-Service • Online Benefits Administration and Enrollment • Recruitment/Talent Acquisition • Paperless Onboarding • Workforce Analytics and Reporting • General Ledger Management • Automated Tax Filing • Unlimited Electronic File Storage • Single Point of Contact for Customer CanopyHR Overview Proprietary & Confidential pg 03
  5. 5. Better TechnologyCanopyHR’s solutions were built using smart technology designedspecifically to streamline your HR & Payroll process. Single Database Solution: Input information one time only • Enables real-time access to all company data • Secure system log-in from anywhere • Automatic information fl ow through each of your processes • Eliminate need of duplicate entry System built on .NET framework: A solution that is designed to work with the other solutions you already use • Allows existing programs to directly interact with our system • Database connectivity enables inter-system data access • A framework developed to lessen your CanopyHR Overview Proprietary & Confidential pg 04
  6. 6. To Meet Your NeedsWith CanopyHR’s solutions, you customize and control thefunctionality your company needs for HR & Payroll. • Puts you in control of comprehensive toolset options • Use of powerful process wizards that are intuitive to your needs • Scalable capability to add more functions as you need them • Access to over 600 reports, KPIs and Business Intelligence Metrics • Safe and Secure data center hosted by CanopyHR Overview Proprietary & Confidential pg 05
  7. 7. Optimized Usability One Database - One Employee Record - One Point of Entry ONE INTEGRATED SOLUTION Simple, Effi cient, Complete Follows and tracks the EE from hire to fire Amplify company productivity with a solution designed to save time, money and hassle Dedicated to Customer Support • Client Experience Specialist assigned as a single point of contact to each account • No more automated messages, call centers or wait CanopyHR Overview Proprietary & Confidential pg 06
  8. 8. The Bottom Line Our Solutions streamline your HR & Payroll through improved functionality to ensure process accuracy, create more informed decision making, and to improve employee productivity. No more time, money and energy wasted on aggregating and inputting data - get back to analyzing and acting on the most important part of your business - your PEOPLE! A robust system that has merged everything into one database customized with scalability and reliability that creates a virtually paperless workfl CanopyHR Overview Proprietary & Confidential pg 07
  9. 9. HR Management Features: • Track employee data • Store pictures, PDFs, Word documents, and videos • Utilize intuitive automated wizards for employee events, such as new hires, open enrollments and terminations • Define, monitor and budget company positions • Customize workfl ow with multi-level approval capabilities • Manage, track and report on Gov compliance such as EEO, OSHA, FMLA, COBRA, FLSA, and HIPPA • Create job requisitions, download resumes, conduct candidate searches, schedule interviews, and hire applicants through a fully integrated Applicant Tracking module • Empower employees to access and change data for themselves and their reports with secure tools like Employee Self Service and Manager Self CanopyHR Overview Proprietary & Confidential pg 08
  10. 10. Payroll Features: • Process payroll for an unlimited number of employees, frequencies, and transactions • Send tax payments automatically via standard ACH processing • Check-printing and tax-filing services, compliance reporting, year-end processing, and third-party remittance • Generate third-party AP checks for garnishments, tax levies, union dues, and labor allocations • Enter employee time worked with web timesheet or import timecard data from third-party systems • Receive updated tax codes for federal, state, and municipal requirements automatically • Comply with FLSA, overtime, and state minimum wage requirements • Define roles per user with multi-level security options • Access multiple organizational tiers for sophisticated job costing • Interface with General ledger to increase data accuracy • Ability for users to develop custom CanopyHR Overview Proprietary & Confidential pg 09
  11. 11. Benefits Management Features: • Utilize the Benefit Enrollment Wizard for an accurate and streamlined enrollment process • Simplify year-to-year benefits administration with automated rollover processing • Eliminate the need for printed documents, manual enrollments, and postage costs by utilizing a “paperless” environment • Reduce labor using electronic interfaces with third-party administrators • Eliminate manual reconciliation of benefits standards costs • Quickly determine benefit eligibility based on you pre-determined criteria • Budget accurately by analyzing benefit costs • Allow employees to self-administer their benefits package via an easy to use Web interface • Link your employee intranet to the online resources of your third-party benefit providers • Benefit enrollments can be defined for new hires, open enrollment periods, and qualifying events • Employees can view current benefit plans, make life event changes, and self manage their benefits • Receive automatic notifications through the applications internal e-mail system CanopyHR Overview Proprietary & Confidential pg 10
  12. 12. CanopyHR Overview Proprietary & Confidential pg 11
  13. 13. Implementation ProcessWe work with you to get the system seamlessly integratedinto your operations to ensure simplicity, efficiency, and,most importantly, dependability.- Integration in 5 Steps 1. Engage (Internal Pre-Planning Meeting) 2. Plan (Planning Meeting, Timeline, Roles & Responsibilities) 3. Onboard (Data Conversion & Business Processes) 4. Confirm (Parallel Testing & Custom Development) 5. Cutover (Payroll Verified & Post-Implementation Meeting) - Best Practice - 90 days - Comprehensive, Customized and CanopyHR Overview Proprietary & Confidential pg 12
  14. 14. Relationships Built on CanopyHR Overview Proprietary & Confidential pg 13
  15. 15. Relationships Built on Trust“Switching to Canopy HR was the best HR decision our “I am blown away by the service that we are receiving. Youcompany has made. They have expert advice to address all guys are there; you answer the phones; you listen and provideHuman Resources issues from Employee Relations to Payroll. real solutions to our “people” issues. What I am really pleasedWe were given detailed step by step instructions when about is that I don’t have to talk to multiple people to addressdealing with employee relations, and their online HRIS system one problem. You guys have truly taken the time to get tohas made employee management secure and convenient. know our business, culture and our policies. Working throughAll of the Specialists at Canopy HR are professional and issues is like having you in the next office. I am impressed withpersonable, and we couldn’t be happier with our decision CanopyHR. You have exceeded our expectations -- and haveto work with Canopy HR.” kept your promise to service our needs.” - Peter - Mortgage - Julie - CanopyHR Overview Proprietary & Confidential pg 14
  16. 16. Get Started Today Set up a live in-person or over the web Product Demo. Charlie Clark Account Manager P. (877) 694-2439 ext. 507 C. (408) 398-3144 F. (858) CanopyHR Overview Proprietary & Confidential pg 15
  17. 17. Canopy HR Solutions®5 Jenner, Suite 100Irvine CA, 92618 USAAll work within CanopyHR’s proposal is intended for the recipient only. The recipient may use theinformation and ideas contained in this document only for the purpose of evaluating a business relationshipwith CanopyHR. The recipient may not disclose any of the information or suggested ideas contained hereinto third parties or to the recipient’s employees except employees who are required to have the informationin order to carry out the discussions of the contemplated business relationship. By accepting this documentthey are deemed to have agreed to these terms.©2011 CanopyHR. We Take HR Personal.Proprietary & Confidential CanopyHR Overview