This presentation is part of Fuel Good 2018's Technology Premier discussion.

1. What’s New and Coming Up in
Sparkrock Workforce
Melissa Clark, Teodora Buhteva, James Faw

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TEODORA BUHTEVA
PRODUCT MANAGER, FINANCE
JAMES FAW
VP PRODUCT, CO-FOUNDER
MELISSA CLARK
PRODUCT MANAGER, WORKFORCE

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1. Introductions
2. What’s New
3. What’s Next
4. Questions
AGENDA

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WHAT’S NEW

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Sparkrock Finance & Workforce
Highlights Since Alliance 2017
288C R E A T E D
75/45S H I P P E D / P L A N N E D
IDEAS
205N E W F E A T U R E S
4/4R E L E A S E S /
S E R V I C E P A C K S
FEATURES
3/3N E W M O D U L E S /
N E W A D D - O N S
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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 Expense
Claims
Online
Requisitions
Project and Grant
Accounting
Budget Planning Financial Analysis
Advanced
Document
Imaging
Time Clock
Time Entry
Training
Management
Employee
Scheduling
Absence
Management
Collective
Agreement
Management
Payroll
Administration
Employee and
Manager Self-Service
Advanced
Workforce
Reporting
Applicant
Management
FOUNDATIONMODULES
Appraisal
Management
Finance WorkforceADD-ONS
K12 Reporting Package (ON)
Frontline (AESOP)
Integration
Shift Trading
K12 Benefit
Integrations (ON)
Auto Fill Shift
eBase Integration
Work Orders (K12)
Cloud Buy (K12)
eSchool
Integration (SFE)
Apply to
Education
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USABILITY
IMPROVEMENTS
• Completed the conversion of all Employee Center pages to new
UI
• Improved new item create with the “Create/New” button
Employee Center menus
• Made it easier to analyze data with totalling based on selected
values across various pages
• Release specific Employee Center Page Improvements for
Scheduling, Appraisals, Training, Absence Approvals
• Added Leave & Return HR Request process
EASE OF
SETUP/IMPLEMENTATION
• Created a function to set up all Standard Profiles/Role Centers
• Improved management of user names
• Improved accuracy of complex data setup but creating many
“Load Standard Data” functions
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REDUCE
CUSTOMIZATIONS
• Master record attributes (Employee, Position, Applicant,
Appraisal)
• Integration framework (Benefits providers)
• Standard Imports (K12 integrations)
BETTER CONTROLS
• Email Reminders for Pay Statement, HR Tasks, Qualifications,
• Mass creation of HR Tasks
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 M a s t e r r e c o r d A t t r i b u t e s
 P a g e t o t a l l i n g b a s e d o n f i l t e r s . ( P a y r o l l L e d g e r E n t r y )
Let’s have a look

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REGULATORY SUPPORT
• Enhanced tools for managing Statutory Pay (Ontario & Alberta)
• Enhanced Record of Employment generation tools (Canada)
• Mass Generate ROE
• Mass Leave & Return (Vs. Mass Terminate & Re-hire)
• Support for Employer Health Tax (Ontario)
• Automatic calculation of Overtime (Weekly) (Canada & US)
NOTE: Full process will be reviewed in “What’s New in Overtime,
ROEs, & Mass Updates” session
T
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 S t a t u t o r y P a y
Let’s have a look

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APPRAISAL
MANAGEMENT
• Released Appraisal Management improvements
• Redesigned and improved the Manager, My Appraisals pages and
completion process
• Added the ability to track “Total Score” on appraisal completion
HR TASK MANAGEMENT
• Improved how tasks are created so they can be used more
extensively across the organization
• Improved how attachments are handled to support better access to
them regardless of how they were attached.
• Added mass creation of HR tasks to support recurring task
management for groups of employees.
• Added reminders to tasks to help keep employee up to date with
completing important tasks.
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QUALIFICATION
MANAGEMENT
• Improved the handling of inactive qualifications
• Added filters so employee can easily filter on qualifications
expired or soon to expire.
TRAINING &
REGISTRATION
• Improved the layout of the registration page so users can see
more data about the event easily.
• Made the details pages easier to understand and use.
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 A p p r a i s a l s
 Q u a l i f i c a t i o n s
 Tr a i n i n g & R e g i s t r a t i o n
Let’s have a look

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APPLICANT TRACKING
• Integration of Job Requisition process into HR Requests
• Released full applicant tracking and online portal functionality
integrated with Dynamics CRM.
• NOTE: Full process will be reviewed in “What’s New in Applicant
Tracking” session
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EMPLOYEE SCHEDULING
& TIMECLOCK
• Complete redesign of Employee Scheduling with support for:
• Updated user interface
• Ability to split a single shift into multiple activities and
allocations
• Support for multiple rates within the same shift
• Shift trading (Add-on)
• Employees' creating shifts
• Employees' changing shift date
• Automatic unpaid lunch deduction
• Import/export schedule templates
• Integration with Absence Management & Training & Registration.
• NOTE: Full process will be reviewed in “What’s New in
Employee Scheduling” session
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ATTENDANCE
MANAGEMENT
• Improved the navigation and access to employee balances
directly from the absence request page to make it easier for
managers to review balances and trends for the requesting
employee.
• Added a Team Calendar on Absence Approval to help managers
better understand the context of the approval.
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 A b s e n c e A p p r o v a l s
 Te a m C a l e n d a r
Let’s have a look

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WHAT’S NEXT

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9.07 Highlights
41S H I P P E D
11C U S T O M E R S
IDEAS
63N E W F E A T U R E S
14F U N C T I O N A L
A R E A S
FEATURES
1N E W M O D U L E S
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WORKFORCE - RELEASE HIGHLIGHTS
A b s ence M a nagement
• Carry forward improvements
• Approval email content improvements
• Absence year filter improvements
T ime C l o ck
• Web Based and Biometric Clock in options
with integration framework.
E m ployee S c heduling
• Request shift replacement
• Shift splitting
• Change absence type
T ime C l o ck
• Web Clock-in and integration framework
for biometric devices
R eminder s
• Email follow up reminders for HR Tasks,
Pay Statements, Qualifications Expiring.
O t her
• Cowan, One-T integration for export file
• Pay Type by Position (Salary, Hourly, Per
Diem)
• Mass assign HR Tasks to employees.
• Mass create ROE’s without making
assignment changes.
• Attendance Plan enhancements (sorting,
updating)

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QUESTIONS

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THANKS!
Melissa Clark
mclark@spakrock.com
All presentations will be made available after the conference

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fill out your session
evaluations
One lucky winner will
win an Amazon Echo!

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www.sparkrock.com @sparkrockinc
Nonprofit, Human Services & K12
software to help you serve more
people, with less effort, stress &
expense.