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Tips for Selecting a
  Payroll System
Overview

   Items to consider when
    choosing a new software
    program.
   What to ask of software
    companies when considering
    their software.



       Copyright 2012 Calyope Systems
Items to consider when
shopping for new software:
   Will it satisfy my business
    requirements?
   Is it User Friendly?
   Does it interface well with your
    accounting system?
   How much customization will I need?
   Does it allow for enough security?
   Does it satisfy compliance issues?

        Copyright 2012 Calyope Systems
Satisfy Business
Requirements
   How many employees am I
    processing for? You want to buy
    a system based on your needs
    and capacity.
   Get the most out of your
    software. Review the reports
    that come with the system. Ask
    for demos.

        Copyright 2012 Calyope Systems
User Friendly

   In comparing software systems,
    review the processes it takes to
    accomplish your business
    function. If one processes
    payroll in 6 steps, whereas the
    other accomplishes what you
    need in 3, then it may be worth
    checking out.

        Copyright 2012 Calyope Systems
User Friendly

   Are the menu and sub menu
    names clear and easy to
    understand? Menu names
    should clearly state what it’s
    function is. Until they get used
    to the system, you don’t want
    your users guessing as to what
    each does.

        Copyright 2012 Calyope Systems
User Friendly

   Are the menu functions listed in
    the same order as the steps it
    takes to process your payroll?
    This makes it easy to remember
    the processing steps.




        Copyright 2012 Calyope Systems
Interfaces with main system

   In some cases, your HRIS
    system is from the same
    provider as your financial
    system. This makes things
    easier because the interfaces
    are already there. If not, an
    interface can be created
    between the two systems.

        Copyright 2012 Calyope Systems
Interfaces with other systems
   Time Entry systems to HR systems
    are probably the most popular
    HR/PR interface. Most companies
    either use a finger scan time tracking
    system, a card swipe system or
    electronic timecards. Each can be
    interfaced with an HRIS system.
    Some companies even specialize in
    creating interfaces for certain types
    of software systems.
        Copyright 2012 Calyope Systems
Customizations
   Try to keep customizations to a
    minimum. Review the software with
    a consultant to make sure it comes
    with the forms and reports you need.
    You don’t want to waste man hours
    and dollars by duplicating what’s
    already in the system. And,
    customizations are not usually
    supported by the software company,
    so if it errors, you would have to call
    another consultant.
         Copyright 2012 Calyope Systems
Security

   Security is a huge issue these
    days. You want to make sure
    the system can be configured so
    that forms and data are viewed
    by the appropriate personnel.




        Copyright 2012 Calyope Systems
Security

   Some security issues to
    consider are:
     Organizational                     Data Security
     Timecards

     Human   Resources data
     Payroll Processes

     Roles and Responsibilities




        Copyright 2012 Calyope Systems
Compliance
   Most systems provide periodic
    updates, such as changes in tax
    laws and year end.
   Reports – most systems come
    with reports that need to be filed
    to government agencies, such
    as EEOC reports.
   Preprinted forms for checks and
    W2s.
        Copyright 2012 Calyope Systems
What to ask of software
companies
   Would you provide a demo? If
    so, is it free of charge? I haven’t
    come across a software
    company that charges you for a
    demo. Even if you have to have
    them to come in more than
    once, this is your chance to
    review their software with one of
    their experts.
        Copyright 2012 Calyope Systems
What to ask of software
companies
   Do you provide periodic updates
    to your software? If so, how do I
    access – do you send them via
    disk or am I able to download?
    Most software packages provide
    tax updates for their packages
    to satisfy compliance
    requirements.

        Copyright 2012 Calyope Systems
What to ask of software
companies
   What level of ongoing support
    do you provide and how much?
    Most charge you per module
    you buy and based on the
    number of licenses and users
    you need.
   Do they provide post
    implementation support and
    how much?
       Copyright 2012 Calyope Systems
What to ask of software
companies
Review your contract
Make sure you get specifics as to who
 performs what. This should be
 outlined in the Project Plan.
     What tasks will they perform,
     What tasks are your employees
      responsible for,
     What exactly are they charging you for
      and how much.
     Look for specifics on change orders,
      over budget issues.
        Copyright 2012 Calyope Systems
Software Companies

   Deltek – www.deltek.com
   Oracle – www.oracle.com
   Quickbooks –
    www.quickbooks.com




       Copyright 2012 Calyope Systems

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Selecting a Payroll System

  • 1. Tips for Selecting a Payroll System
  • 2. Overview  Items to consider when choosing a new software program.  What to ask of software companies when considering their software. Copyright 2012 Calyope Systems
  • 3. Items to consider when shopping for new software:  Will it satisfy my business requirements?  Is it User Friendly?  Does it interface well with your accounting system?  How much customization will I need?  Does it allow for enough security?  Does it satisfy compliance issues? Copyright 2012 Calyope Systems
  • 4. Satisfy Business Requirements  How many employees am I processing for? You want to buy a system based on your needs and capacity.  Get the most out of your software. Review the reports that come with the system. Ask for demos. Copyright 2012 Calyope Systems
  • 5. User Friendly  In comparing software systems, review the processes it takes to accomplish your business function. If one processes payroll in 6 steps, whereas the other accomplishes what you need in 3, then it may be worth checking out. Copyright 2012 Calyope Systems
  • 6. User Friendly  Are the menu and sub menu names clear and easy to understand? Menu names should clearly state what it’s function is. Until they get used to the system, you don’t want your users guessing as to what each does. Copyright 2012 Calyope Systems
  • 7. User Friendly  Are the menu functions listed in the same order as the steps it takes to process your payroll? This makes it easy to remember the processing steps. Copyright 2012 Calyope Systems
  • 8. Interfaces with main system  In some cases, your HRIS system is from the same provider as your financial system. This makes things easier because the interfaces are already there. If not, an interface can be created between the two systems. Copyright 2012 Calyope Systems
  • 9. Interfaces with other systems  Time Entry systems to HR systems are probably the most popular HR/PR interface. Most companies either use a finger scan time tracking system, a card swipe system or electronic timecards. Each can be interfaced with an HRIS system. Some companies even specialize in creating interfaces for certain types of software systems. Copyright 2012 Calyope Systems
  • 10. Customizations  Try to keep customizations to a minimum. Review the software with a consultant to make sure it comes with the forms and reports you need. You don’t want to waste man hours and dollars by duplicating what’s already in the system. And, customizations are not usually supported by the software company, so if it errors, you would have to call another consultant. Copyright 2012 Calyope Systems
  • 11. Security  Security is a huge issue these days. You want to make sure the system can be configured so that forms and data are viewed by the appropriate personnel. Copyright 2012 Calyope Systems
  • 12. Security  Some security issues to consider are:  Organizational Data Security  Timecards  Human Resources data  Payroll Processes  Roles and Responsibilities Copyright 2012 Calyope Systems
  • 13. Compliance  Most systems provide periodic updates, such as changes in tax laws and year end.  Reports – most systems come with reports that need to be filed to government agencies, such as EEOC reports.  Preprinted forms for checks and W2s. Copyright 2012 Calyope Systems
  • 14. What to ask of software companies  Would you provide a demo? If so, is it free of charge? I haven’t come across a software company that charges you for a demo. Even if you have to have them to come in more than once, this is your chance to review their software with one of their experts. Copyright 2012 Calyope Systems
  • 15. What to ask of software companies  Do you provide periodic updates to your software? If so, how do I access – do you send them via disk or am I able to download? Most software packages provide tax updates for their packages to satisfy compliance requirements. Copyright 2012 Calyope Systems
  • 16. What to ask of software companies  What level of ongoing support do you provide and how much? Most charge you per module you buy and based on the number of licenses and users you need.  Do they provide post implementation support and how much? Copyright 2012 Calyope Systems
  • 17. What to ask of software companies Review your contract Make sure you get specifics as to who performs what. This should be outlined in the Project Plan.  What tasks will they perform,  What tasks are your employees responsible for,  What exactly are they charging you for and how much.  Look for specifics on change orders, over budget issues. Copyright 2012 Calyope Systems
  • 18. Software Companies  Deltek – www.deltek.com  Oracle – www.oracle.com  Quickbooks – www.quickbooks.com Copyright 2012 Calyope Systems