New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ......

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New Features 9.2 Payroll for North America and T&L Laura Tramutolo November 13, 2013

Transcript of New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ......

Page 1: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

New Features 9.2 – Payroll for North America and T&L

Laura Tramutolo November 13, 2013

Page 2: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Why Emtec?

Table Stakes

• Proven Methodology & Approach

• Competitive Price

• Others will say good things (i.e. References)

• The ‘right’ people available to do the work

• Experience with global delivery

Emtec Key Differentiators

• ‘Right Size’ provider of Consulting and Systems Integration services

• ‘Client for Life’ approach

• Engage holistically and programmatically

• Functional business process expertise

• Ability to connect the dots

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Emtec… ‘Big enough to do the work, small enough to care’

EMTEC THE COMPANY

• Serving clients for over 46 years

• 14 locations, including 8 development centers

• Over 1,000 full-time professionals

• Voted One of the Top 100 Places to Work by Crain’s

Chicago in 2012

• Our consultants have an average of 14 years of

experience. Nearly 45% have advanced certifications

• 73% of our PMs, Architects & Consultants worked at Tier

1 consultancies in a previous life

• $255M IT Services Provider

• Regularly compete & win against larger IT service

providers

EMTEC AROUND THE WORLD

US Locations

• Radnor, PA (HQ)

• Atlanta, GA

• Chicago, IL

• Dayton, OH

• Fremont, CA

• Jacksonville, FL

• Herndon, VA

• Minneapolis, MN

• Springfield, NJ

• St. Louis, MO

Global Offices

• Toronto, Canada

• Ottawa, Canada

• Pune, India

• Bangalore, India

EMTEC SERVICES AT A GLANCE

• Emtec has completed more than 1,100 Package Application

engagements, including:

- 200+ Oracle ERP clients with more than 415 engagements

- 206 EPM / Hyperion & OBIEE clients and 323 engagements

- 186 Microsoft clients and more than 255 projects

• Emtec is a premier provider of SaaS and Emerging

technologies solutions, including 51 Salesforce Clients with

more than 75 engagements, Including Sales Cloud, Service

Cloud and Custom Cloud

• Emtec has performed more than 6.3M hours of application

development and maintenance work ranging from Business

Analysis to Product Development

• Emtec has served more than 565 Infrastructure services

clients where we have:

- Deployed more than 1.85M servers, personal computers, tablets

and mobile devices

- Installed or provided more than 925 exabytes of storage

(That’s a whole lot…)

- Triaged more than 30,000 L1 support incidents

- Implemented service management solutions for more than 125

clients

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

OF

FE

RIN

GS

PR

AC

TIC

EF

AC

TS

Emtec’s five practice areas offer focused solutions to help our clients solve

complex business & IT challenges

From up-front strategy & consulting all the way to application, infrastructure & procurement services,

Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.

Consulting ServicesPackage Application

Services (PAS)Cloud Technologies

Application

Development &

Management Services

(ADMS)

Infrastructure

Services

• IT Strategy & Planning

• IT Process Improvement

• IT Performance and

Governance

• Information Management:

− Big Data

− Business Intelligence

− Analytics

• Mobility Solutions

• Program and Project

Management

• Oracle

− Fusion

− EBS

− PeopleSoft

− EPM : Including Hyperion

− OBIEE

• Microsoft

− AX and GP

− BI

− CRM

• SAP

• Functional: HCM, FM, SCM

• Cloud Strategy & Planning

• Salesforce.com Solutions

− Sales Cloud

− Service Cloud

− Marketing Cloud

− Force.com

• Workday

• Cloud Application

Development

& Technology

• Private Virtual Cloud

• Cloud Applications

• Portfolio Analysis

• Application Advisory

Services

• Product Development

• Custom Application

Development & Maintenance

• Package Application:

Development, Maintenance

& Support

• Mobile solutions

• Quality Assurance & Testing

Services

• Managed Services, Capacity

Management & Staffing

Services

• IT Service Mgmt.

• Data Center

• Business Application

Infrastructure

• End User Computing

• Platforms

• SWAT team of 45 highly

skilled Strategists, Architects

and Consultants

• 10 years of experience and

more than 75 projects

• 180 Specialists, including

Project Managers, Architects,

Consultants and Analysts

• More than 300 ERP & CRM

projects completed

• Expert team of Big Data,

business intelligence and

analytics professionals

• Specialized team of 25

Strategists, Project Managers,

Architects, and Consultants

• More than 90% certified

• 62 Customers & 112

engagements

• Global workforce of nearly 750

associates (approximately 250

associates based in North

America)

• Provided more than 6.3M

hours of application

development and

maintenance services.

• Special expertise in Business

Analysis and Testing (among

other things)

• More than 100 associates

providing data center,

compute, network and storage

related services

• Value Add Reseller providing

full device lifecycle

management services for

more than 30 years

• IT Service Mgmt. BU having

supported more than 70

distinct clients

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

From the Executive suite to Individual Operating units, Emtec services align

well with each stakeholder community

FINANCE

Enterprise Performance

Management Including:

Hyperion Budget &

Planning

Hyperion Financial

Management

Hyperion Essbase /

Planning

Oracle BI Apps / OBIEE

PeopleSoft / Oracle ERP

Microsoft Dynamics

SAP

SALES & MARKETING

Customer Relationship

Management

Microsoft Dynamics

Salesforce

BI / Analytics

TECHNOLOGY

Advisory Services

Application Development

& Maintenance services

(ADMS)

Business Intelligence &

Big Data

Cloud Strategy and

Implementation

Independent Verification

& Validation (IV&V)

Infrastructure Services

Managed Services

IT Service Management

(ITSM)

Procurement Services

OPERATIONS

Hyperion Essbase /

Planning

Oracle BI / OBIEE

PeopleSoft / Oracle ERP

Microsoft BI

Microsoft Dynamics

HUMAN RESOURCES

Hyperion Workforce

Planning

Oracle BI Apps / OBIEE

PeopleSoft / Oracle ERP

Microsoft Dynamics

Workday

ENTERPRISE SUITE

Business Strategy

Managed Services &

Outsourcing

Advisory Services

Analytics

Our portfolio of business and technology services provides our clients with a seamless integration of information and

solutions so that every business owner has the highest quality of operational and strategic data.

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Agenda

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New Features 9.2 – Payroll for North America

New Features 9.2 – Time and Labor

Page 8: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

New Features 9.2 – Payroll for North America

Page 9: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Payroll for North America

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Feature Employee and Administrator Enhancements

P_92_1. Paycheck Modeler (ePay)

Through self-service, employees can explore their own “what-if”

situations and simulate their own paychecks without updating production

tables and without calling the payroll department or help desk.

Employees must accept usage terms and conditions

Printed version will not contain sensitive data (name, SSN, or

EmplID)

Reduces Payroll and Helpdesk workload.

The risks of using Online Check have been eliminated

Empowers the employee to manage their own inquiries and print

the results if desired

Printed version will contain a watermark so it cannot be mistaken

for a live check

Usage terms and conditions are customer-configurable, and

displays a message that this is an estimate, not an actual

paycheck calculation

No longer need to update production tables (employee level taxes,

compensation or additional pay)

Payroll Administrators can control which pay groups have access

to Paycheck Modeler, when it can be used, and which earnings

and deductions can be included

Page 10: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Payroll for North America

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Page 11: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Payroll for North America

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Page 12: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Employee Self-Service (ePay)

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Look and Feel

Current View of Paycheck

Employee Initial View of 9.1 Paycheck Data

9.1 View of PDF Paycheck

Setup of ePay Paycheck

9.1 Paycheck (PDF) Set Up

9.1 Paycheck (PDF) Creation

Page 13: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Employee Self Service (W2s)

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Look and Feel of W2s in 9.1

W2 Options Prior to 9.1

9.1 W2 Options

9.1 W2 View

Setup of W2

9.1 W2 (PDF) Set Up (Tax Form XMLP)

9.1 W2 (PDF) Set Up (Year End Form)

Manage consent for electronic year-end forms

9.1 W2 Consent Forms

9.1 W2 Consent Forms Text Set Up

Page 14: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

New Features 9.2 – Time and Labor

Page 15: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Feature Employee and Administrator Enhancements

T_92_1. Real-time Application of Rules

Ability to run rules:

On timesheet by clicking “Apply Rules” button

Automatically run when timesheet is submitted

Not allow rules to be run from timesheet

The real-time application of rules from the timesheet immediately updates

the employee's timesheet results, which increases the timely completion of

the payable time calculation

Easier troubleshooting for administrators, previously queries had

to be written to reconcile this data.

Immediately updates the employee's timesheet results with

payable time

Users can easily make corrections and resubmit the timesheet to

obtain updated payable time for payroll processing

Applies rules to all time entries beginning with Earliest Change

Date through the last date on timesheet (Dependent on settings)

Feature Employee and Administrator Enhancements

T_92_2. Timesheet Lockdown Feature

Enables administrators to control whether users can edit or only view time

entries on a timesheet.

Administrators can lock and unlock the timesheet during critical periods,

Prevent users from modifying timesheets while payroll is

processing

Administrators can control this feature by pay group

Page 16: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Page 17: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Page 18: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

18

Page 19: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Feature Employee and Administrator Enhancements

T_92_3. Expanded Time Reporting Template settings

Enables administrators to suppress the display of fields on timesheets in

order to allow the use of the application default settings.

Administrators can specify whether approvers perform approval actions

from a summary view, the detailed view or either.

And administrators can control the View By selection on the Timesheet to

a specific view of Day, Week, or Calendar Period or to determine what

sections users can see on the Timesheet.

In addition to Required, Not Used or Optional; administrators now

have the option to allow entry for an element or hide an element

from displaying on the timesheet

Can ‘force’ the approver to view all details before performing any

action

Through the new Timesheet Controls section, administrators can

configure and restrict how the timesheet is viewed by users

Page 20: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

20

Page 21: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Feature Employee and Administrator Enhancements

T_92_3a. Additional Enhancements

New attributes to TRC Program control usage

Administrators can control who is allowed to modify an employee’s

reported time

Time Attestation

Mouse-over pop up on job description

Timesheet Summary page improved for easier view and sorting

Administrators can designate restriction and access for time entry

on employees’ and managers’ timesheets

System can be configured to notify employees when someone

other than themselves makes a change to their time entry.

Ability to define legal statements for “official” sign off and validation

of time entries

Provides ability to view additional information such as workgroup

and task group without navigating away from current page

Last and First names are now in separate columns for easier

sorting and more efficient review

Page 22: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Feature Employee and Administrator Enhancements

T_92_4. Time and Labor Alerts Framework

Provides building blocks to automate business policies. Alerts enable you

to monitor frequent sick time, work, and overtime against a configured

threshold and other business policies that impact your workforce

productivity, helping organizations to control their labor costs.

Administrators and managers are able to configure Alert Rules that

monitor transaction data for a single group or groups of

employees.

Alerts are sent to specific individuals who can review and act on

them via the new T&L Work Center

Feature Employee and Administrator Enhancements

T_92_5. Time and Labor WorkCenter

Combines transactions, analytics, workflow, alerts, and reports into a

configurable framework that can be tailored to each role-based user. The

workcenter increases users' productivity by streamlining and simplifying

their work and providing access to all their needed information in one

place.

Integrates with new Notification Framework

Directs user to specific tasks needing completion – easier

navigation

Access to cross-module pages to run reports, processes and

queries from a single location

Using Pivot Grids, users can view transactional data such

employees’ timesheets by status and attendance

Enables administrators and managers to create and send one-time

or recurring announcements and/or emails to a list of recipients

Page 23: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

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Page 24: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

New Features 9.2 – Time and Labor

24

Feature Employee and Administrator Enhancements

T_92_6. AWE for Overtime Requests

PeopleSoft Time and Labor Overtime Request process uses the powerful

Approval Workflow Engine (AWE) technology, which can automatically

trigger workflow notifications.

HCM Delegation Framework

Through Self-service, Employees can enter overtime requests for

a future date and receive notification of approval or denial.

Using Manager Self Service, administrators and managers can

view the requests, check the amount of overtime worked to date,

approve or deny the request, and enter comments.

Ability to delegate authority for T&L transactions

Feature Employee and Administrator Enhancements

T_92_7. New XML/BI Reports

Reported Time Audit

Leave and Compensatory Time

Print Timesheet

Displays all Adds, Updates and Deletes from employees’ reported

time

Monthly view of all Leave/Comp time reported, taken and their

balances

Users can print from within the employee and manager timesheet

pages

Page 25: New Features 9.2 Payroll for North America and T&L · Reduces Payroll and Helpdesk workload. ... paycheck calculation No longer need to update production tables (employee level taxes,

THANK YOU FOR YOUR TIME

Please visit us online at www.emtecinc.com