See firsthand how this solution facilitates the employee appraisal process and lets you set goals, keep employee journals, and visually track employee and organization progress over time.

1. StartTime: 2:00pmEST
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Welcome!
Employer Solutions

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
| Employer Solutions

3. Today’s Presenter
Mark Boutilier | Net@Work
Senior Solutions Engineer
• Over 30 years Developing and Implementing HR and Payroll solutions
• Sage Certified Trainer and Consultant
• American Payroll Association Member
• Understands Software Capabilities
• Understands Client Business Needs
• Client-focused
| Employer Solutions

4. Today’s Agenda
| Employer Solutions
 Common Issues with paper process
 Options for Sage HRMS
 Performance Appraisal Forms with HR
Actions
 Performance Appraisal Management with
Lightworks Talent Management

5. Where HR Spends Most of Their time
| Employer Solutions
Source: “From Personnel Manager to Chief Human Capital Officer:
the Transformation to Strategic HR”, 2007

6. How should you spend your time?
| Employer Solutions
Source: Totaljobs.com

7. Our Goals in Employer Solutions
 Stop entering the same data in more than one
solution (Eliminate duplicate Data Entry)
 Grow business with improved processes
without adding more employees
 Move toward Paperless HRMS and Payroll
 Eliminate the use of Excel spreadsheets or
other manual reporting tools to reach business
decisions more effectively
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8. Examples of Hidden Costs
| Employer Solutions
Completing paper forms
• only to rekey the data
Manager queries
Missing or delayed paper work
Verifying approvals
Verifying data accuracy
Performance appraisals
Data entry into Sage HRMS (Abra )
Filing paperwork

9. Paper is the Common Denominator
| Employer Solutions
• Paper forms, routed manually…
– get lost or sit indefinitely on someone's desk
– are submitted late or incomplete
– miss required approvals
– are difficult to track or control
• Resulting in…
– Data quality issues
– Payroll processing errors
– Unhappy employees
– Frustrated managers
– Significant time spent on data entry
– Wasted time filing forms
– HR lacks time to focus on more important activities (e.g., strategic HR)

10. Hidden Costs Can Be Eliminated
| Employer Solutions
• Eliminate paper forms and manual processes
• Real-time online data for managers
• Real-time visibility into form status
• Route forms for approvals & electronic signature
• Online validation
• Automate performance appraisals
• Eliminate data entry into Sage HRMS
• Online access to personnel files

11. Two Options
| Employer Solutions
Sage HRMS
HR Actions
Paperless workflow for all aspects of
Employee Lifecycle – Onboarding,
Changes, Termination, Position Control
and Performance Appraisals
Lightworks Talent
Management
Full Featured talent management suite to
allow for year round appraisal of
employee performance.

12. Sage HRMS
HRActions

13. 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
Create, Route, Approve, and Save Paperless Web-based Forms

14. HR Actions by Industry
| Employer Solutions
Agriculture
1%
Services
65%
Finance, Insurance,
Real Estate
11%
Retail Trade
8%
Government
2%
Construction
2%
Manufacturing
4%
Transportation
2%
Healthcare
2% Mining
1%
Wholesale Trade
2%

15. A Paperless Employee Lifecycle
| Employer Solutions
Pre-Employment /
Onboarding Forms
• Requisition to hire
• New hire
• Rehire
• Acknowledgements
• W-4 Federal*
• W-4 State*
• I-9*
• Direct Deposit**
Employee
Forms
• Address Change
• Skills
• Forwarding address
• Sick time
• FMLA/LOA request
Manager /
HR Forms
• Pay rate change
• Transfer
• Promotion
• Attendance adjustment
• Corrective action
• OSHA incident
• FMLA/LOA
• Retirement
• Termination/COBRA
* Requires additional plugin
• Goal Setting
• Performance Appraisal
Ships With 30+ Samples Out of the Box! ** Requires Sage HRMS US Payroll

16. Sage HRMS HR Actions Streamlines HR Processes
| Employer Solutions
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
• Provides checklists
of forms*
• Increases
transaction
throughput by
reducing manual
data entry into Sage
HRMS*
• Automates the
performance
appraisal process,
I-9**, W-4**
• Monitor forms
throughout the
process
• Control the flow of
forms at any time
• Personnel file online
– actions and file
attachments
• Enhanced audit
capabilities

17. Launched from Sage ESS
| Employer Solutions

18. Form Access Determined by Administrator
| Employer Solutions

19. The Right Form for the Job
| Employer Solutions

20. Employee Data and Instructions
| Employer Solutions

21. Section and Question Weighted Scoring
| Employer Solutions

22. Open Goals and Objectives
| Employer Solutions

23. Approvals Based on Supervisory Level or Role
| Employer Solutions

24. Goals, Work plans and Interim Appraisals
| Employer Solutions

25. Administrative Overview
| Employer Solutions

26. Performance Appraisal Status Sent to Excel
| Employer Solutions

27. Additional Advanced HR Actions Features
| Employer Solutions
• Pay-Job-Position History Display
• Test Grading
• Advanced Performance and Compensation Calculations
• Performance Appraisal Status Monitoring
• Carryover Goals
• Performance Appraisal Annual Rollup
• Multi-rater Feedback
• Position Specific Appraisal Questions

28. LightWorks Talent
Management

29. Meet Lightworks TM
| Employer Solutions
• Paperless performance appraisal management
software
• Integrates with Sage HRMS (Abra)
– Job history
– Attendance record
– Abra Notes
– Abra Training
• Integrates to other HRMS solutions as well
• Can be stand alone as well
• Built-in electronic workflow

30. High Level Overview
| Employer Solutions
• Web based and SQL backend
• Employee goal management: Goal setting and evaluating
• Appraisal criteria (Jobcode, Org Level, manual)
• Customizable appraisal forms for different user roles
• Spell check / word scanner for prohibited words
• Message center
• Unlimited access to past appraisals created in LightWorks
• Add attachments to appraisals and specific employees
• Average weighted score or sum score for appraisal
• Average weighted score for each criteria
• Customizable pages to match your company culture

31. 35

32. 36

33. Personal Dashboard
| Employer Solutions

34. Personal Dashboard
| Employer Solutions

35. Personal Dashboard
| Employer Solutions

36. Appraisal Details
| Employer Solutions

37. Appraisal Details
| Employer Solutions

38. Appraisal Details
| Employer Solutions

39. Appraisal Rating View
| Employer Solutions

40. Goal Management
| Employer Solutions

41. Journals
| Employer Solutions

42. Appraisal Listing Report
| Employer Solutions

43. Benefits to Employees
| Employer Solutions
• Increased moral
– Reducing errors
– Faster processing
• Increased productivity
– Less time wasted tracking down HR forms and their status
• Reinforces employment brand
– Visual signature matches organization’s brand
• Meets employee expectations
– Using web-based technology to support employees
– Millennials
Creates Employee Engagement

44. Why Employee Engagement Matters
| Employer Solutions

45. Benefit to Management
| Employer Solutions
• Streamlines the approval process
– online from any web browser
• Improved employee moral
– due to reduction in issues with
employee’s payroll
• Improves productivity
– Managers and workers focused on core
job functions rather than HR paperwork
• Visibility into pending actions as they route
the approval process
• Easy, yet secure, access to employee’s personnel file and
actions
• Significant cost savings
– Payback is typically 4-8 months

46. Which Solution is Right for You?
| Employer Solutions
• Only you can decide
• Our job is to enable you to make an
informed decision based good data
• Setup a time to discuss further with
our team
• Schedule a Product Demo with your
Account Executive

47. Strategic Business Advisors to guide
your company and staff throughout
the implementation process.
Employer Solutions – How We Can Help
7/19/201
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• Defining your needs and business
process
• Designing the solution based on
our findings
• Develop an environment to test the
solution design
• Implement the solution upon
mutual acceptance
• End-User training
• On-going Support & Maintenance
Professional Services Provided:

48. Any Questions?
| Employer Solutions
Please type in
your questions

49. Thank You For Attending!
Mark Boutilier | Net@Work
Senior Solutions Engineer
(P) 800-719-3307 Ext 4805
mboutilier@netatwork.com
| Employer Solutions
800-719-3307
www.netatwork.com
netatwork.com/blog
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