This webinar discusses how implementing paperless HR systems using Sage HRMS can provide benefits such as reducing costs, saving time, and helping the environment. It highlights key areas that can be converted to digital formats including recruiting, onboarding, benefits enrollment, employee self-service, and HR actions and forms. The presentation provides an overview of the paperless workflow capabilities in Sage HRMS and how it streamlines HR processes.

1. Welcome to the Webinar
Benefits of Paperless HR
Sustainable, Cost Effective and Within Your Reach
___________________________
Competitive Advantage through
Cutting-Edge Technology

2. Webinar Details
 Presentation is roughly 1 hour
 All phone lines are muted – unmute at end for
questions
 If anyone has any questions during this webcast –
please type them in your question box located at
the bottom of your webinar panel

3. Today’s Presenter
Lissa Johnsen, CPA, CMC, CITP
Employer Solutions Practice Director
and Consulting Manager
• Over 25 years in accounting, HR solutions
• Sage Certified trainer and consultant for Sage HRMS Abra plus
some ERP solutions as well
• Owned own business for over 15 years
• Focus on process and ROI as much as on the technical solution
• Leading Net@Work’s initiative to HRMS solutions to all of our clients

4. Incentive for Paperless
• Reduce Clutter
• Saves Time
• Saves Money
• Good for
Environment -----
Go Green!
• Expand reach to
employees
• Corporate
Sustainability

5. Areas “ripe” for Paperless
Employee / Manager Self Service *
Paperless Paystubs *
Recruiting *
Paper Forms & Workflow *
Benefits Enrollment & Carrier Communication
Performance & Talent Management
Time Tracking
5

6. Recruiting
Cyber Recruiter
Automates your recruiting and hiring cycle, enabling you to search
resumes for pre-screened candidates with the right skill set & route
them to hiring managers for review.

7. Cyber Recruiter Highlights
• Access from anywhere
• IE, Firefox or SafariBrowser-based
• Create opening, post, track applicant, route,
interview, offer, hire, employee referralProcess focused
• Three Options to meet your needs
• Express, Professional and EnterprisePerfect Fit
• Modify layouts, wizards, emails, etc.
Configurable
• Create opening through Offer Letter
Paper-less
• Based on company size not users
• Hosting and SaaS options availableLicense

8. Create and Approve - Requisition Process
Recruiter
Completed Requisition
sent to Approver via
email
Hiring Manager
Approver
8

9. Requisition
Approved
Monster.com
Hotjobs.com
Careerbuilder.com
Dice
700+ Available
Upload to Job Boards
Posting to the Internet Process
Post to
Employee Intranet
Company’s Career Website
9

10. Advantages of Self-Service
No Internal Data Entry
Collect More Information
Prevent Duplicate Candidate Records
Automate Reporting and Hiring Processes
-Self-Service Portal
-Career Site
-Kiosk
-Recruiter
-Scanned
-Passive
-Agency portal
-Employee Referral
Applicant Gathering Process
Cyber Recruiter
Applicant
10

11. Recruiter
Applicant Routing Process
Hiring Manager
11

12. Applicant Interview Workflow
vCalendar Attachment
Interview Evaluation Form
Interviewer Response
Interview Request
Applicant
Recruiter Hiring Manager
12

13. Route for
Offer Approval
Email to
Applicant
Offer Approval Process
Hiring Manager Approver
13

14. Cyber
Recruiter
HR System
Applicant Hire Process
On-boarding and After Hire Functionality
• On-boarding communication and transfer to HR/Payroll system
• Job Agent keep applicants not selected engaged for future opportunities
• Employees can update their resumes and enter employee referrals
• Search employee resumes for proposal or to promote from within
New Hire
14

15. We received your
Resume- emails Sorry you were not
selected-emails
Stay in touch-emails
Approval emails
Applicant
routing-emails
Offer Approval-
Emails
Email offer letters to applicants as PDFs
Build your
own emails
and letter
templates
Cyber Recruiter Communication
On-boarding emails
15

16. Career Page Portal (Jobs and Application)
This is the
career portal. It
is branded to
match your
website, it lists
your openings
and allows
applicants to
apply online.

17. This is the login
page for the
software.

18. This is the Home
page.
This displays some
basic statistics and
links along with
action items
requiring the user’s
attention.

19. This is the Inbox
page.
This displays all
applicants that
were routed to the
recruiter and
allows the
recruiter the ability
to review and
route to the hiring
manager.

20. This is one of the
applicant
information pages.
The user can view
all relevant
recruiting activities
and perform many
processes from
this area.

21. This is the
Requisition page.
This area lists the
requisitions and
gives you an
overview of the
requisitions.

22. This is one of the
req information
pages.
The user can view
all relevant
information
regarding the
Requisition and
perform many
processes from
this area.

23. This is the Top
Menu.
This menu allows
the user to
perform many of
the steps that
make up the
recruiting
processes.

24. Position approved
via automated
email routing
Summary Recruiting Process – Cyber Recruiter
Position posted
on website and
job boards
Position created
by Hiring Manager
or Recruiter
Interview
scheduling
and track
interview
evaluation
Applicants apply online
or are added by
Recruiters
Position is Created Position is Filled
Hiring Managers view
routed Applicants and
respond via email
Offer approval
created and routed
via email
Hire into HR
System and
allow
employee
access to
update and
enter
employee
referrals
Create and email or
print offer letter

25. Employee / Manager Portal
and Benefits Enrollment
(Including Paperless Pay Stubs)
Enables your employees to request time off, review pay history,
update contact information, and more — with just a few mouse
clicks.

26. Objectives
• What are Employee Self Service (ESS) and
Benefits Enrollment (BE)?
• Why Should We Invest In These?
• What Do They Look Like?

27. What Are ESS and BE?
• Web based communication
• Central location for viewing/managing personal data
and company information
• Life events management

28. Employee Self Service
• Allows employees to access and update a wide
selection of their HR and Payroll data
• Manager/Supervisor portal to access and
update HR information about their team
• Customizable with logos and color schemes
• Can contain important documents and third
party links for easy access

29. Benefits Enrollment
• Allows employees to review and change benefits
at their leisure during an open enrollment
period
• Allows employees to update information
pertaining to Life Events
• Can contain important documents and third
party links concerning benefits for easy access
and retrieval

30. Some Typical ESS Tasks
Employees
Employees
– Benefitsenrollment
– Life events
– Request time-off
– Tax withholding
– Payroll information
– Training
– Company information
Managers
– Employee profiles
– Approve time-off requests
– View performance reviews
– Post employee notes
– Notifications
– Organization drill-down
– Events
Administrators
Managers
Administrators
– HR
– Benefits
– Payroll

31. Sage HRMS ESS and BE

32. Sage HRMS End-End Benefits
Data Management Solution
Benefits
Administration
Employees
Employees
Insurance Carriers
•Enrollment “Census” Data
•Benefit Elections
•Dependants
•Beneficiaries
•Life Events
•Create and manage benefit plans
•Analyze benefits data
•Census reports
•Benefit reconciliation reports
•Liability reports
Sage HRMS Benefits Enrollment Sage HRMS HR Sage HRMS Benefits Messenger

33. Benefits of using Sage HRMS Benefits Messenger
Benefit How Sage HRMS Benefits Connect
Delivers
Eliminates complexity of dealing with
multiple carriers
Takes care of the details of
communicating with all of the carriers
Eliminates costly data entry errors and
“missed enrollments”
No data entry required, ABM ensures that
data is complete and timely
Saves HR staff time No need to manually prepare data for
carriers
Saves IT time and resources IT no longer has to build and maintain
separate and custom file links
Makes it easy and inexpensive to switch
carriers
Handles all of the setup for new carriers

34. Carrier Connectivity Process
Insurance Carriers
Sage HRMS
HR +
ABC Utility
Required
(AWC BE +
ABC Utility
optional)
Benefits Manager
Transformed Data
Enrollment Information
Confirmation
Confirmation
Sage HRMS Benefits
Connect Servers

35. Employee / Manager HR Actions
(Paperless Forms & Workflow)
Replaces paper forms with web-based forms; eliminating the cost
and hassle associated with paperwork, plus minimizing delays for
any personnel action, from request to hire through termination.

36. A Paperless Employee Lifecycle
Pre-Employment /
Onboarding
• Requisition to hire
• New hire
• Rehire
• W-4 Federal*
• W-4 State*
• I-9*
Employee
Self-service
• Personal details
• Forwarding address
• Sick time
• FMLA/LOA request
Manager /
HR Self-service
• Pay rate change
• Transfer
• Promotion
• Attendance adjustment
• Corrective action
• OSHA incident
• FMLA/LOA
• Retirement
• Termination/COBRA
* Requires additional plugin
• Goal Setting
• Performance Appraisal

37. Overview of Sage HRMS HR Actions
Build
Create Forms
Any HRMS fields*
User defined fields
Questions
Set Default Routing
Determine Access
Organization
Dates
Role
Establish Conditional Routing
Rules
Use
Forms On The Web
Employees
Managers
Delegates
Universal Initiators
Initiate Action
Routes
Email notification
Web review
Administer
Monitor
Audit
Control
Cancel
Advance
Update Sage HRMS
Research/Report
Online Personnel File
* Benefits fields excluded

38. Paperless Made Easy
Easy to Use
•Web-based interface
•Users (Managers & Employees)
•HR Administrators
•Advanced Forms
•Dynamic fields
•File attachments
•Strategic workflow
•Administration Console
•Real-time visibility
•Control
•Detailed audit trail
•Mouse click to save to Sage HRMS
•Online personnel file
Easy to Get Started
•Software & Maintenance
•Fixed fee based on # of employees
•Implementation
•8 Phase project plan
•Typically done remote
•Requires a Certified Implementation Partner
•Your business partner, or
•Delphia Consulting, LLC
•Fixed fee based on # of employees
•Every day administration
•No programming
•To create or edit forms
•To create routing rules

39. Sage HRMS HR Actions
Streamlines HR Processes
Streamline Delivery of HR Services Using the Web
Build Efficiency Be Consistent Increase Productivity Monitor and Control
• Simplifies the
completion of forms
by users
• Reduces errors with
easy-to-use dynamic
form fields
• Accelerates HR and
payroll transactional
processing
• Updated forms are
immediately available
to the organization
• Web-based workflow
• Enforces policy with
business rules that
determine required
approvals
• Routes forms
electronically for
online approval
• Eliminates paper
forms
• Increases transaction
throughput by
reducing manual data
entry into Sage
HRMS*
• Automates the
performance
appraisal process
• Monitor forms
throughout the
process
• Control the flow of
forms at any time
• Personnel file online –
actions and file
attachments
• Enhanced audit
capabilities
* Except benefits data

40. Sage HRMS HR Actions

41. Green Dollars and Cents

42. Greener Payroll
• Contribute to bottom line at much smaller
organizations
• Employers save about $2 per paycheck when
they pay electronically.
• Employers save another $8 to $10 for each check
they do not have to cancel and reissue
• Approximately 4 million paper paychecks are lost
or stolen each year.
• In 2009, Walmart entirely paperless payroll
• Direct deposit & paycards only for 1.4 million U.S. employees

43. Ways to Go Green in HR

44. Sage HRMS: more than admin
Recruiting
On Boarding
Policy
Communication
Compensation
Benefits
Payroll
Training
Performance
Evaluation
Promotion
Retirement
Leave
Career
Development
Employee
Manager
Self Service
Workflow
Time Tracking

45. Sage HRMS: more than admin

46. Sage HRMS Webinars
Net@Work Complimentary
Employer Solutions Webinar Series
www.netatwork.com/hr_webinar_series.asp
******************

47. Lissa Johnsen, CMC, CITP, CPA
Employer Solutions Practice Director /
Consulting Manager
ljohnsen@netatwork.com
Ext 4609