access select and access selectpay portfolio

8/7/2019 Access Select and Access SelectPay Portfolio

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SelectHR &SelectPay

consulting | software | solutionswww.access-select.co.uk

www.theaccessgroup.com


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01 Our company About AccessSelectAs both a business-focused consultancy and a specialistsoftware developer, we combine our innovative, award-winning software with practical experience to deliveran HR and payroll solution thats exactly right for you.

Welcome to Access Select. We will give you the advice,tools and clarity you need to make effective decisions,

quickly and with certainty.

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ConsultingSoftware is a vital tool, but webelieve the right partner is the mostvaluable element of any softwarechange. For 20 years, our consultantshave helped organisations like yoursto improve their HR and payrolloperations, utilising their first-classsoftware expertise and market

knowledge to accurately assess anddeliver to your needs.

SoftwareOur modular HR and payroll softwarewill give you a fully connectedplatform that can be constantlytailored, now and as you grow. Fromheadcount reporting and payrollprocessing to online recruitment andabsence management, you can rely onus for a proven solution thats highlyfunctional and easy to use.

SolutionsOur aim is to provide solutions thatmeet the needs of your wholeorganisation. By extending your HRand payroll software to cover the restof your financial and administrativeprocesses, you will gain clarity of information across every departmentand function.

ContentsServices & support 4SelectHR 6HR administration 7Integration with SelectPay 7Recruitment & selection 8Learning & development 8Self-service 9Workflow 10

Document management10

Business intelligence 11System configurability 11SelectPay 12Paytypes & deductions 13Statutory requirements 13Electronic submission 14Reporting & analysis 14Integration 15Timesheets 15Extend your solution 16

We have been impressedby the professionalism andexperience offered byAccess Select, and I am surethey will greatly enhanceour HR operations.

Jackie EvansReading Football Club

Our company


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02 Services andsupport Services andsupportFrom consultancy and software configuration tobespoke development and hotline support, our expertteam will provide you with the advice and tools youneed to ensure a smooth implementation andmaximum return on investment.

We believe in providing long-term solutions. Thats whywe offer a complete range of services to support you

during every phase of your project.

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Phase 1: pre-project planningWe will assign you a consultant as amain point of contact throughout your implementation project. A kick-off meeting will determine yourrequirements and help us proposewhich of the approaches outlinedbelow is right for you.

Consulting and approachOur accredited consultants operatefrom a national office networkcovering the UK and Ireland. Eachconsultant is an implementationexpert, fully capable of adapting ourHR and payroll software to meet yourindividual requirements.

Your consultant will work closely with you to determine which level of project management best suits yourneeds. These range from expressthrough to elite and enterprise andwill be based on a thoroughunderstanding of your budget,timescales and priorities.

Phase 2 : configure & installInstallation will typically take one day.Prior to this, we will undertake a datamapping exercise onsite to review thedata to import. Reportingrequirements are also identified now,along with details of parallel running,if required.

We will also discuss theimplementation of self-service andidentify your security levels.

Phase 3 : trainingWe will train your users onsite,following your chosen agenda.

Phase 4 : support

Following your implementation, weoffer a range of services to ensure that your system continues to meet yourneeds, now and in the future.

Account managementYour account manager is responsiblefor maintaining the ongoingrelationship between you and AccessSelect. He or she will remain in regularcontact to ensure that you make themost of your new solution and, goingforward, will work with you toconstantly improve your businessprocesses. Account managers are yourpoint of contact for any of thefollowing:

User group meetings

Project suggestions

Licensing

Training & consultancy

Changes in your business

User satisfaction.

Helpdesk, personal & remote supportWe invest heavily in our UK-basedsupport technicians, who are all fullytrained to provide you with personal,professional hotline support. Ourteam may also take charge of yoursystem remotely (using GoToAssisttechnology) to help resolve yourissue as quickly as possible.

Optional user groups & trainingAs a customer, you will be invited toattend our regional user groupmeetings. These forums are heldregularly and provide an excellentopportunity to share best practice andnetwork with peers. You will alsoreceive newsletters containing usefulproduct information and details of anytraining courses.

Phase 4 - supportPhase 3 - trainingPhase2 - configure

& installPhase 1 - pre-project

planning

Cleanse data& convert

Identify reporting& securityrequirements

Installation of software &

data mapping

Pilot testwith user group

User trainingon site

Supply supportdocuments &

workbooks

Helpdesk,personal &remote support

Assign AccountManager

Optional usergroups &training

Establishrequirements,deadlines

Assignconsultant

Determineapproach

Services and support

I couldnt speak morehighly of the helpdesk.They are helpful, friendlyand understanding veryimpressive to deal with.

David GaylerSt Barnabas House

Long-term solutions: from pre-sales consultancy to account management, you can rely on ourteam to provide you with expert support for the lifetime of your Access Select solution.


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Recruitment & selection: SelectHR enables you to plan, manage and execute your recruitmentcampaigns and easily monitor their success and costs.

SelectHR has saved aphenomenal amount of paperwork and dataentryit has becomesecond nature toeveryone here!

Joan WixeyCripps Harries Hall LLP

Recruitment & selectionWhether recruitment is largely HR-owned or devolved to managers, wehave the tools to accelerate andsimplify the entire process for you.

Vacancies can be requested, authorisedand created with ease using workflowsto guide users through your processes.

Should you choose, vacancies can beautomatically uploaded to your websiteso applicants can apply online, therebysaving you time, money and resource.

Smooth transition for successfulcandidates is achieved through pre-employment checks, reminders andnotifications. Terms and conditions,salary and job details, pre-calculatedholiday entitlement and any otherinformation can be used toautomatically create offer letters andcontracts.

Our recruitment tools will help you to:

Create vacancies

Manage the hire process

Enable applicants to apply online

Provide web access for agencies

Monitor success, cost and equalopportunities

Generate bulk correspondence bypost or email.

Learning & developmentSelectHR addresses the importantareas of training, learning &development and performancemanagement. As these areas impacteach other, our solution brings themtogether to ensure that you are ableto monitor activities and gain a betterunderstanding of your employees

needs and abilities.Our Training module holds details of employees training needs and ahistory of activities that have beencompleted. Tools are provided forscheduling courses, bulk booking,cancellations and the generation of correspondence, as well as analysis of costs, attendance and effectiveness.

The learning & developmentfunctionality includes:

Training course administration

Online booking

CPD (caters for any schememembership)

Microsoft Outlook Calendarintegration

Online appraisals (includingcompetency models)

NVQs

Skills search and management.


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09SelectHR

Self-service: browser-based self-service displays information that is personal to each memberof staff and presents it in a way thats instantly understood.

We were extremely keenfrom the outset tomaximise the use of SelectHR... Project Planninghelped us focus on how todo this.

Andy BraggWarwickshire College

Self-serviceHR systems no longer have to bestandalone storage areas forinformation that can only be accessedby HR staff. By utilising the latest web-based technology, we enable you tore-engineer your existing HR processesand share information moreeffectively across your organisation.

With staff able to provide theirpersonal data online, access theirown documents, payslips, P 60 s,request leave and training andprepare for their appraisals, HR areleft with the time and information toinfluence strategic change.

Self-service also helps with learning &development, enabling your staff tocheck courses that are on offer,request attendance and log their owntraining activities and CPD.

Personalised viewAs SelectHR is browser-based, you canchoose to give access to anyone in yourorganisation, 24-7. Security optionsenable you to specify what you wantthem to be able to see and do.SelectHR can be personalised to giveeach type of user the information andoptions that are relevant to them.

For example, managers accessingSelf-service can see key performanceindicators relating to theirdepartments turnover, sickness,headcount or budget spend, whileemployees can see how muchholiday they have remaining, recordabsence and request training.

Just some of the many self-servicespecific processes we offer include:

Holiday/planned absence requestand authorisation

Training request and authorisation

Online appraisals

Sickness self-certification

Online forms, such as return towork or exit interview

Timesheets.


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Workflow designer: SelectHR enables you to tailor workflows, dashboards and add fields toensure that your solution fits perfectly with your ways of working.

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We can honestly say thathaving meaningfulturnover and absencereports has certainlyassisted us in relation toour recruitment andabsence managementstrategy.

Paula HiltonCommunity IntegratedCare (CIC)

WorkflowSelectHRs workflow tools allow you tobuild processes into the system tocater for activities such as adding newemployees, booking and approvingholiday etc. Many of these workflowsare provided as standard, however, youhave the flexibility to tailor them toreflect your own processes and tocreate additional workflows whererequired.

Based upon the new WWF (WindowsWorkflow Foundation) standard,workflows are quick to visualise andutilise drag and drop technology formaximum ease of use. Workflow isan excellent way of streamliningmany of the HR-related processes in your organisation, reducing paperflow and informing staff across theorganisation of events relevant tothem. Some of the standardworkflows we offer include:

Holiday requests

Training requests

Vacancy creation requests

Self certification

New employee processes

Online appraisals.

Document managementThe document management featuresin SelectHR allow you to upload andstore documents against employees orany other part of the system.Documents can be searched for usinga number of different criteria orlocated based on their content. Someof the search facilities we offer include:

Search CVs by keywords (applicantsand employees)

Search for documents by category

Search by author, date range orany other meta data

Locate documents for an individual

Locate documents by content

Hold non-employee specificdocuments such as policies and jobdescriptions.


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11SelectHR

Business intelligenceOne of the key drivers in the design of our HR software has been t0 delivertimely, relevant information directly tothose who need it.

In addition to the extensive suite of standard reports, such as turnover,headcount, absence, training and

recruitment analysis, we provide theability to create dashboards andmake them available to relevantusers. Dashboards can include charts,gauges, listings and slideshows, aswell as information from externalsources on the web (e.g. RSS feeds).

All charts and gauges utilise the verylatest Microsoft Silverlight TMtechnology, which brings unrivalleddepth and clarity when reviewinggraphical reports.

Ad-hoc reportsIntegration with Crystal reports alsoprovides you with a user-friendlyreport writer, enabling you to createad-hoc reports on any area of thesystem as you need them. This ensuresfurther flexibility in case you needinformation that is not available inone of the many standard reports.

System configurabilitySelectHR is fully configurable,allowing you to choose howinformation is presented to specificgroups of users and whichinformation they have access to.You can control the content of menus,screens etc, using the tools available inthe Administrator module.

Even the Administrator itself can beconfigured for individual users. Forexample, HR users may be able toproduce graphs and reports andpublish these for other staff to use,while system administrators mayalso be allowed to create and modifyworkflows or menus.

Many highly configurable systems are just tool kits with which clients haveto effectively build their own system.However, we include a huge array of standard functionality which means you can be up and running veryquickly, yet still have the ability toexpand the system as your needschange and evolve.

Business intelligence: configurable web-based dashboards based on Microsoft Silverlight TM

technology give you a detailed and intuitive picture of your changing business situation.

I am not a techy, so itsgreat to know that you candesign your owndashboard with all theinformation you need in amatter of minutes. Itreally is that easy!

Chris DaviesA J Bell


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Paytypes & deductionsSelectPay provides a comprehensiveselection of the most commonly usedpaytypes and frequencies as standard.You can create and amend these asrequired, making it easy to handlechanges to staffing levels and varyingpay dates. You can also group specificrecords and ensure payment is made

on selected dates useful when youhave a particularly large payroll orwhen you have many subsidiaries todeal with.

Multiple payments and allowances,such as bonuses, can be easilyaccounted for, and expressed as aweekly or monthly value. Salaryincreases and deductions arecalculated automatically and youcan preview the effect any calculationhas on net pay at any time.

Non-payable paytypes, such as holiday,can be linked to any deductions, quicklyshowing you the outstanding value of deductions against time accrued.

DeductionsMultiple deductions, such as seasonticket loans, can be activated forspecific periods, shut down when thebalance is paid and easily reactivated.

Statutory requirementsAs youd expect, SelectPay covers all your statutory requirements and tomake your job more straightforward,calculations, such as Directors Pay,National Insurance (NI) and StudentLoans, are handled automatically.

Pensions

Pensions can be entered as a fixedsum or as a percentage of salary, andAdditional Voluntary Contributionsmade at any time. COMP and COSRpensions can also be specified andPAYE, NIC and SSP tables areformatted in line with HMRCconventions.

A monthly report shows all paymentsdue for PAYE and NI, so you never fallbehind on your commitments.

P11D processingCompany cars and loans are dealtwith automatically while all othercalculations and reports are easy tomanage. P 11D submissions can bemade using traditional printed reportsor online filing.

Payroll processingPayroll preparation Payroll period endprocesses

Payroll processreporting

Review & amendadditional pay

types & absence

Enter absences

Run payroll

Import timesheetor expense

information

Print / emailpayslips

Print pay runsummary, exceptionreport & payment

schedules

Generate paymentexport files

Projectcosting

Connection toother systems;

e.g. BACS

Export costing& nominal data

to accounts

Run period end

Print statutoryreturn & generateBACS export file

Create employeerecord

Enter employeestandard pay

types

Check employeeinformationwith HMRC

HR

We are very pleased withSelectPay. We got a greatsystem, delivered on timeand on budget.

Tracey SimpsonEuro Garages

Payroll workflow: SelectPay links seamlessly with other areas of your business such as SelectHR andfinancials for efficient, accurate and timely import/export of your critical information.

SelectPay


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Integrated HR/payroll: the alignment of SelectHR and SelectPay ensures that all yourdepartments use the most recent and accurate data. Here, new starter details are entered intoSelectHR for your payroll team to approve.

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Access Select haveprovided the Fire FightersCharity with the mostcost-effective integratedsolution to its humanresources, payroll andfinance needs.

Graham BarnesThe Fire Fighters Charity

Electronic submissionWe provide two-way communicationwith the Government Gateway,making it easy to meet HMRCguidelines on electronic submission.Items you can send include: P 11D, P14,P35, P45 (1&3) and P46 (car).

EpayslipsThis popular function makes payrolloutput more efficient by replacingpaper-based payslips with anelectronic version that you can sendby email. Tight security settingsmean that epayslips can only beopened using a password known tothe user, and a wizard makes it easyto set up the required delivery andoutput options. You can even addmessages to the payslip to keep staff up-to-date, for example, early payrollthis month. A final delivery reportensures no-one gets missed off, and you can easily view and re-sendpayslips from previous periods.

Using the Self-service facility inSelectHR, employees can also viewand print their pay informationonline, further reducing bottlenecksin your payroll department.

Employee recordsUser-friendly wizards guide you

through the process of adding newstarters (this can also be completed viathe Self-service facility in SelectHR).

Tab-style record cards allow you toquickly build up a comprehensivestore of employee information,including employment history andqualifications, holiday tracking,individual pay components and anemployee photograph.

Reporting & analysisSelectPay provides a comprehensiverange of reports as standard.Exception reports help you validate your payroll before its finalised, and you also have the ability to processany amendments made since the lastexport to BACS, making it easy tokeep on top of interim payments.

The system retains full details of allpayments made, enabling thepreparation of comprehensivemanagement reports. Monthlyreports, statutory declarations andYear End requirements can all beoutput to print, screen, spreadsheetor fax for ease of distribution.

Update to nominal ledgerWeekly and monthly payrollinformation can be updated to thenominal ledger in full detail or atsummary level. This data is easilyanalysed with a full breakdown of pay types and deducti ons, if required.


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15SelectPay

IntegrationSelectHR offers seamless integrationto SelectPay. With these dynamic links, you can eliminate duplication errorsand ensure HR and payroll staff haveaccess to timely, accurate employeeinformation.

Through this integration, new

employees will join as a starter in thepayroll, with any subsequent changesto personal information or leavers alsofed through. All this information issubject to a validation process toensure tight control over your data.

An interface to the Self-service modulewithin SelectHR enables staff tochange their personal data online. Forexample, if an employee has movedhouse or needs to update their bankdetails, they can easily do this fromwithin the web portal. This informationis then passed securely into SelectPayfor you to approve, before updating thesystem automatically.

In addition, P60 s and payslips thathave been produced by SelectPay canbe accessed from within Self-service.This both empowers employees bygiving them ownership of their payinformation and reduces payrolladministration.

TimesheetsTimesheets entered into SelectHRsSelf-service module can also be passedto SelectPay via an authorisationprocess. For total control over yourpayroll, you have the option to rejecttimesheets at any stage.

Receiving timesheets from Access

DimensionsSimilarly, integration with our ProjectCosting module means thattimesheet information can bereceived into payroll without the needfor duplicate entry. On running thepayroll, SelectPay can post thecompany NI back to both the nominal journal and relevant project(s), giving your decision-makers an accuratepicture of staff costs.

Integration with other data sourcesIf you generate timesheets onspecialist applications (for example,time and attendance systems) or viaspreadsheets, then we can easilyimport this information into SelectPay.Using our powerful brokering tools, your specific rates, time and pay valuesare gathered, formatted and thenseamlessly transferred into the payrollfor accurate and timely processing.

All in sync:having received and authorised the new starter details from SelectHR, SelectPay isupdated automatically. This process reduces duplication and saves time across your

organisation.

We chose SelectHRbecause of the many workprocesses we couldautomate and the abilityto create bespoke reportseasily and quickly.

Jane McDiarmidHill Dickinson LLP


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DashboardSee the bigger picture with this highlyintuitive business intelligence product.Dashboards enable managers at alllevels to access graphical reports andgraphs on a self-service basis, withdrill paths to show where theirattention should be directed. Thisleads to a much faster, more

responsive approach to reporting.Document ManagementThis innovative solution willsignificantly reduce the costs of processing, storing, managing andretrieving your business-criticalcorrespondence. Everything fromboard packs and purchase invoices tocertificates of conformity and graphicscan now be scanned, filed, searchedand changes tracked from within onesecure electronic archive.

Digital documents generated bycomputer need never be printed andcan be added automatically to thestore, which is password-protected,easily backed up and also accessiblevia the web.

Workflow FormsAvailable within Access Dimensions,Access Supply Chain and FocalPoint,this highly flexible module enablesall your business information to becaptured electronically, furtherreducing paper-based administrationand speeding the flow of informationaround your business.

Automation ensures each form takesa pre-defined path as it movesbetween your staff and managers forextra information, authorisation andsign-off. Alerts are sent by email toadvise if a procedure is delayed,breached or ready to action.

GoldMine CRMA world-leading CRM solution fromdevelopers FrontRange. Available in arange of editions, GoldMine offersextensive contact and opportunitymanagement, sales & marketingautomation, customer service and lead& campaign management functions.As FrontRanges CRM Partner of theYear, you can rely on us to implementthe right GoldMine solution for yourorganisation.

The key factor in choosingAccess was their fullyintegrated servicemanagement solution.We wanted a user-friendlysystem that we could trustand would grow with ourbusiness.

Stephen Tate

Copy IT Digital Solutions


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To find out more about our consulting,software and solutions, telephone uson 01206 322 575 or [email protected]

Alternatively, visit the Access web siteat www.theaccessgroup.com , where you can download further informationsuch as brochures, info guides andcustomer case studies.

We look forward to helping you

achieve complete business clarity.


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consulting | software | solutionsl t k

Access Select71New Dover RoadCanterbury, KentCT1 3DZ, United Kingdom

T 01227 780 440F 01227 780 447E [email protected]

Access UKThe Old School, Stratford St. MaryColchester, EssexCO7 6LZ, United Kingdom

T 01206 322 575T 0845 345 3300F 01206 322 956E [email protected]

Access IrelandPlaza 212Blanchardstown Corporate Park 2Blanchardstown, Dublin 15, Ireland

T +353 (1) 885 5577F +353 (1) 829 3881E [email protected]

Access has been a CertifiedGold Partner since 2002

Access SelectPay conforms to thehighest level of HMRC accreditation

Winner: SME Human Resources &Human Capital Management - Sift

Media Business SoftwareSatisfaction Awards 2010