Presented by James Faw and Teodora Buhteva on January 26th, 2017. This session highlights new HR and Payroll features and provides you with insight on what our solution can do for your organization.

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What’s New and Coming Up
Manage (ERP) - Workforce
# A L L I A N C E 2 0 1 7

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YOUR PRESENTERS
Teodora Buhteva
Product Manager
Joined Sparkrock in ‘12
James Faw
VP Product Innovation, Founding Partner
Joined Sparkrock in ‘03
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WHAT’S NEW AND COMING UP IN
MANAGE (ERP) - WORKFORCE
C E O & F O U N D E R
Attend this session to understand new features released by Altus
since last Alliance. This session will focus on Human Resources &
Payroll features and we will highlight and demonstrate key features
released. We will also provide attendees with insight into the
roadmap for next year.
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AGENDA
INTRODUCTIO
NS
WHAT’S
NEW
WHAT’S
NEXT
Q&A
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W H AT ’ S N E W
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83Features & Enhancements
Including 4 new modules
3Releases and Two
Service Packs
417Pages of Documentation
Published over 16 Guides
11+Dedicated Product
Staff Members
MANAGE (ERP)
Highlights since Alliance 2016
F E AT U R E R E L E A S E PA G E S / G U I D E S T E A M
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December 2016 – SERVICE PACK
Expense Claims Print View
Vendor Order Address on Requisitions
Attachments to HR Tasks
Cross browser issues on reports
October 2016 – SERVICE PACK
Tax Override
Usability Improvements
KwikTag Update
July 2016 – EXPENSE CLAIMS & ABSENCE
MANAGEMENT
Expense Claims New User Interface and Process
Absence Management
Absence Confirmation
09.02
09.02
01
09.02
02
Nov 2016 – STABILIZATION & LOCALIZATION
K12 Reporting
French Canadian Localization
Expense Claims Enhancements
09.03
Releases 2016 April 2016 – NAV 2016
NAV 2016 Support
New WebApps structure and pages
09.01
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General Ledger
Cash
Management
Budget
Management
Accounts
Payable
Accounts
Receivable
Inventory
Management
Purchasing
Asset
Management
Advanced Financial
Reporting
Employee
Management
Position
Management
Benefit
Management
Online
Requisitions
Online Expense
Claims
Project/Grant
Accounting
Budget Planning
Financial
Analysis
Advanced
Document Imaging
Workforce Business
Intelligence
Time Entry
Training
Management
Employee
Scheduling
Absence
Management
Collective
Agreement
Management
Payroll
Administration
Employee and
Manager Self-
Service
Advanced
Workforce
Reporting
Applicant
Management
MANAGE
FOUNDATION
MANAGE
MODULES
Finance Workforce
Appraisal
Management
Financial Business
Intelligence
Manage
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EMPLOYEE / POSITION
MANAGEMENT
M E N U & C H A R T S
• Variance Stack on HR
• Process & Usability Improvements
H R R E Q U E S T S
• HR Request Improvements
G E N E R A L
• KwikTag Support for HR Entities
• Collective Agreement Management Enhacements
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PAYROLL
E N H A N C E M E N T S
• Pay Cycle Period Offset (9.02)
• Stat Holiday Payroll Calculations (9.03)
• ROE Updates (9.03)
ABSENCE
MANAGEMENT
E N H A N C E M E N T S
• Absence Management new module released (9.02)
• Absence Confirmation (9.02)
• Entitlement Enhancements (9.03)
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LET'S HAVE A LOOK
Demonstration: Absence Management
James
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ABSENCE MANAGEMENT
ATTENDANCE PLANS
• Plan Details
• Causes of Absence
• Entitlements
• Sequencing
EMPLOYEE ATTENDANCE
PLANS
• Time/Attendance
ABSENCE REQUESTS
• Absence Requests
• Live Calculations
• Approvals
ATTENDANCE
CONFIRMATION
• Attendance Reminders
• Employee Confirmation
• Manager Approval
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EMPLOYEE
SCHEDULING
ENHANCEMENTS
• Timesheet Confirmation Line by Line
• Create Shift Hidden from List View
• Start and End Time Filter on Approve Location
• Indicator on No. of Open Change Requests
• Performance Improvements
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TIME ENTRY
ENHANCEMENTS
• Timesheet Upgrade to WebApps 2016 (9.02)
• Timesheet Print (9.01)
HR REQUISITIONS
ENHANCEMENTS
• Multiple Usability Enhancements
• HR Requisitions Upgrade to WebApps 2016 (9.01)
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LET'S HAVE A LOOK
Demonstration: HR Requisitions
Teodora
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ONLINE CAPABILITIES (WEB APPS)
MY SELF SERVICE
• My Profile (9.01)
• Pay Statements (9.01)
• Attendance & Requests (9.02)
• Absence Confirmation (9.02)
• Tasks (9.01)
• Qualifications (9.04)
• Assigned Items (9.02)
• Timesheets (9.02)
• Tax Forms (9.02)
• Training & Registration (10.01)
SCHEDULING
• My Schedule (9.04)
• Approve Shifts Worked (9.04)
• Unit Schedule (9.04)
• Confirm Shifts Worked (9.04)
MANAGER SELF SERVICE
• My Team (9.01)
• Appraisals (10.01)
• Attendance Approvals (9.02)
• Absence Confirmation (Manager) (9.02)
• Tasks (Manager) (9.01)
• Timesheet Approval (9.02)
• HR Requisitions (9.01)
• HR Requisition Approvals (9.01)
ADMINISTRATION
• Change Password (9.03)
• Delegates (9.01)
• Notifications (9.03)
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LET'S HAVE A LOOK
Demonstration: New Page Highlights
• Time Entry
• My Team
Teodora
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W H AT ’ S N E X T
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February 2017 – SCHEDULING
Scheduling high & med priority items
April 2017 – PLATFORM AND MOBILE
NAV 2017
WebApps Security Enhancements
Integration with Engage Products (Applicant Tracking)
Mobile optimized pages for specific web apps areas
Aug 2017 – SIMPLIFICATION, SCHEDULING &
INTEGRATION
Simplification across the application including additional mobile optimized pages
Scheduling Time-Clock
Integration with Engage Products (Donor Management)
10.02
10.01
09.04
Nov 2016 – STABILIZATION & LOCALIZATION
K12 Reporting
French Canadian Localization
Expense Claims Enhancements
09.03
MANAGE (ERP) Dec 2017 – DYNAMICS 365 SOLUTION APP
Solution App for Dynamics 365
10.03
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LET'S HAVE A LOOK
Demonstration: Employee Scheduling 2017
James
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SCHEDULING ROLES
Manages Templates and
creates the schedule from the
template
SCHEDULER
Creates, maintains and
approves the schedule during
the period
SUPERVISOR
Views schedule, requests
changes, and logs time away or
off.
EMPLOYEE
Processes approved schedule for
payment
PAYROLL
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SCHEDULING PROCESS
A S S E M B L E
I N P U T S
C R E AT E
S C H E D U L E
M A N A G E
C H A N G E S
A P P R O VA L
& PAY R O L L
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Q U E S T I O N S ?
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EVALUATIONS
P L E A S E T A K E 5 M I N S T O
C O M P L E T E A S E S S I O N
E V A L U A T I O N .
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