2. Understand your Current Platform and Capabilities
• It’s hard to know what you need if you don’t understand what you
have
• Do a deep dive into each of the modules to understand their specific
functionality
• Start to develop a wish list based on deficits in your current systems
• Start your research as there may be functionality available that you
are completely unaware of
Understand your Current Platform and Capabilities
3. Current Platform Capabilities
Automated reminders
Place to maintain
instructional materials and
tools
Can integrated content be
included
Dos system provide links to
learning resources
Learning and
Development
Can handle lump sums as
well as step increases
Includes retroactive pay
calculations
Interfaces with payroll
Automatically calculates
shift differentials and
premiums
Compensation
Customizable core
competencies by function
and level
Provides historical data
Tracks review process
Has a library of core
competencies from which
to choose
Performance
Management
New Hire paperwork is
automated
Notify all areas of
organization of new hire
and needs
Enter new hire prior to start
date and they will not show
up in system or org charts
until after start date
On-boarding
Open and Post
Requisitions
Automated system
responses
Customization of verbiage
Auto interview scheduling
and notification
Applicant Tracking
ATS
This Photo by Unknown Author is licensed under CC BY-SA
4. Current Platform Capabilities
Perform gross to net
calculations per employee
per check
Allows for unlimited number
of checks per employee per
payroll
All PTO included on checks
Up to 99 direct deposit
accounts
Payroll
Processing
Customizable columns for
display
Can view employee totals
and groups totals as pay is
being entered
Can track costs to pay code
How are unscheduled
payrolls handled
Payroll- Time
Entry
Customizable workflow
Maintains exit interview
information
Automatically cancels
employee benefits at
correct time
Termination checklist and
customizable steps
Termination
OSHA Logs
EEO-1 Reporting
Worker’s Compensation
COBRA letters and tracking
capability
ACA compliance
Compliance
Stores multiple iterations
Is customizable in terms of
the definitions
Has visual depictions of
Potential
Track core competencies
with current and future
positions
Succession
Planning
This Photo by Unknown Author is licensed under CC BY-SA
5. Understand your Current Platform and Capabilities
• Once you have identified your current system capabilities, you will
want to ensure your new system has at least all of those.
• Start reviewing other systems, what capability do they have that you
would like
• Network with others using the systems you are considering to
understand the features that they feel as the most important
• Look at your pain points and identify what configurations would
resolve them
• It is not unusual for a well thought out RFP to be 50-100 pages in
length
Prepare your RFP
6. Understand your Current Platform and Capabilities
• Identify your top 3 vendors and send out your RFP
• Focus on size of company
• Number of employees
• Unique needs- like a global workforce
• Allow at least one month for vendors to return the RFP
• Set up a meeting to ask questions
• Schedule 2-3 meetings to view the demo and break it down into
modules
• Select your top 1 or 2 and continue the vetting process
Vetting process
7. Understand your Current Platform and Capabilities
• Hire a project manager to assist with the implementation. Very few
HR departments have the resources internally to be able to handle
this themselves
• Give yourself 2x the time you think you need. Something always goes
wrong
• Consider implementing one module at a time and not trying to
implement your entire suite all at once
• Be willing to run dual systems for 1-3 months until you know that
carrier feeds and especially payroll is working correctly
Implementation
Editor's Notes
Hello – As most of you already know, I am Diane, your Friendly Tricon American Homes Employee Relations Manager. I am so happy to meet those of you that I have only spoken to over the phone! Now I can put faces to voices. You may not know that today is National Belly Laugh Day… So, I just have to start with a quick joke: Why don’t ducks fly upside down? Because if they did they would quack up…. Yes, sadly, that was the best joke that I could come up with.
What I am going to be talking about today is no joke, but I am hoping that it will make you smile. Succession Planning and Recognition are two major initiatives that we will be rolling out and developing through out the year.
Putting it all together, you can see that we are currently in Step 1 of succession planning, which entails defining and describing levels of performance and potential. Once that process is completed, each leader will be asked to assess the potential of their team members and provide a numerical rating. HR will combine that rating with the team member’s performance rating and place him or her in the succession grid. By looking at the completed grid we can consider appropriate action to take that will encourage engagement, such as participation in the LEAD program. The next step will be to anticipate promotions and openings and time team member development so that openings are filled immediately from within. Completing these steps will allow us to track expected changes in our organizational leadership through a succession chart. Through each of these steps, succession planning becomes a valuable tool for leadership to, not only assess existing talent, but to engage the team and create an environment that people want to be part of.
Putting it all together, you can see that we are currently in Step 1 of succession planning, which entails defining and describing levels of performance and potential. Once that process is completed, each leader will be asked to assess the potential of their team members and provide a numerical rating. HR will combine that rating with the team member’s performance rating and place him or her in the succession grid. By looking at the completed grid we can consider appropriate action to take that will encourage engagement, such as participation in the LEAD program. The next step will be to anticipate promotions and openings and time team member development so that openings are filled immediately from within. Completing these steps will allow us to track expected changes in our organizational leadership through a succession chart. Through each of these steps, succession planning becomes a valuable tool for leadership to, not only assess existing talent, but to engage the team and create an environment that people want to be part of.