SlideShare a Scribd company logo
StartTime: 2:00pmEST
Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your microphone or computer speakers.
Welcome!
Employer Solutions
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
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
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
Where HR Spends Most of Their time
| Employer Solutions
Source: “From Personnel Manager to Chief Human Capital Officer:
the Transformation to Strategic HR”, 2007
How should you spend your time?
| Employer Solutions
Source: Totaljobs.com
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
7/19/201
6
7
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
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)
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
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.
Sage HRMS
HRActions
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
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%
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
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
Launched from Sage ESS
| Employer Solutions
Form Access Determined by Administrator
| Employer Solutions
The Right Form for the Job
| Employer Solutions
Employee Data and Instructions
| Employer Solutions
Section and Question Weighted Scoring
| Employer Solutions
Open Goals and Objectives
| Employer Solutions
Approvals Based on Supervisory Level or Role
| Employer Solutions
Goals, Work plans and Interim Appraisals
| Employer Solutions
Administrative Overview
| Employer Solutions
Performance Appraisal Status Sent to Excel
| Employer Solutions
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
LightWorks Talent
Management
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
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
35
36
Personal Dashboard
| Employer Solutions
Personal Dashboard
| Employer Solutions
Personal Dashboard
| Employer Solutions
Appraisal Details
| Employer Solutions
Appraisal Details
| Employer Solutions
Appraisal Details
| Employer Solutions
Appraisal Rating View
| Employer Solutions
Goal Management
| Employer Solutions
Journals
| Employer Solutions
Appraisal Listing Report
| Employer Solutions
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
Why Employee Engagement Matters
| Employer Solutions
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
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
Strategic Business Advisors to guide
your company and staff throughout
the implementation process.
Employer Solutions – How We Can Help
7/19/201
6
51
• 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:
Any Questions?
| Employer Solutions
Please type in
your questions
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
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Connect with

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Paperless Performance Appraisal Management

  • 1. StartTime: 2:00pmEST Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers. 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 7/19/201 6 7
  • 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.
  • 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
  • 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
  • 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
  • 39. Appraisal Rating View | 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 6 51 • 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 Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with