adp pro summit0f916658-03da...self service 1. why did you decide to roll out self service to your...

ADP Pro Summit Start Rolling Out Employee Self-Service: ADP Workforce Now® Client Best Practices

Introductions

Paula Whittaker

What are you #Working for?

Tameka Murphy

In First Federal Credit Union

Angie Lee

Pacers Sports and Entertainment

Stephanie Gurgel Lauren James

Midland States Bank

Agenda • Why Self Service • Roundtable Discussions • Set up • Future Enhancement • Next Steps

Why Self Service?

Roundtable Discussion

Self Service

1. Why did you decide to roll out self service to your employees?

2. What do you allow your employees to leverage self service?

3. Mobile access: what your employee leverage in ADP mobile app?

My Employees are using: • Employee onboarding, self-registration, enter background consent and

information • Statutory Compliance – EEO information • Updating personal information (phone #, addresses, emergency contacts) • View pay statements, annual compensation statements, enter direct deposits • View time card and request time off • Home page to view company news and videos, links to benefit providers • Acknowledge company policies • Enroll in benefits • Performance management – enter and update goals, performance reviews • Apply for company openings or refer a friend • Add trainings and certificates • Managers view applications and approve offer letters

Tameka

My Employees are using: • Policy Review and Acknowledgement • Update Personal Information – Address, Phone Number, Email • Update your Profile Picture • Update your Emergency Contact • Update your Tax Withholding for Federal and State Taxes • Update your Company Property • Review pay statements and W2’s • Change your Direct Deposit • Review your PTO and request time off • Download HR related forms • See Company News and Announcements… Employee birthdays Employee anniversaries New Hires • View benefit carrier information

Stephanie

My Employees are using: • Annual Benefits Enrollment • Year-round 401k Changes • Time & Attendance • Time Off Requests • Personal Information (updating dependents beneficiaries,

address, etc.) • Pay • Talent

Mobile

Coming this Spring OE mobile

My Employees are using Mobile for: • X • X • X • X • X • X

Stephanie

My Employees are using Mobile for: • Time off Requests (Manager approval of time off!) • Time & Attendance (Manager approvals too! • View Benefit Enrollments • View Pay Stubs / Direct Deposit Info

My Employees are using: • X • X • X • X • X • X

Tameka

My Employees are using Mobile for:

• View pay statements • Review PTO balance and request time off

Evolution of Work – ADP Research

• The workplace of the future • Changes in Technology Culture and

economies are having an impact on the way people work at all levels

Five Basic Human Needs

• Control & flexibility • Define their own work

schedule or environment • Work on mobile device or

laptop

Freedom

Meaning

Knowledge Stability

Self –Management

• Access to resources, tools, and information

• A lot time to learn new skills

• Technology provides rapid access and consumption

Roundtable

Group Discussion

Rollout Employee Self Service (15 minutes) • Topic 1: Identify and list the roadblock an organization could face in

rolling out self service to their employees. • Topic 2: Work together to identify solution or for each roadblock? Recap (10 minutes) • Select a presenter to report back to group on findings • Select 1 roadblock to ask the panel

Set up

Portal Home Page Examples

Midland State Bank

Professional Services (insert)

Set up

• Where did you start? • Who should be involved? • How did you selection features? • What is the ideal timing and timeframe?

Group Discussion

Where to start Employee Self Service (15 minutes) • Topic 1: Identify the top 3 functionalities you would roll out first to

your employees? • Topic 2: How would you communicate to your employees? • Topic 3: What is the best timing for your organization and why? Recap (10 minutes) • Select a presenter to report back to group on findings

ADP Resources

• Bridge • Solutions Now • How Do I : Add Quick Links to my Homepage • Workforce Now Resource Guide and Quick References

• Setting Up Company Policies • Setting Up Mobile • Setting Up Site Configuration

• Learning Bytes Library for ADP Workforce Now • Employee Self Service – Getting Started Service • ADP Pro Services (Melissa)

ADP Workforce Now® • What’s next for employee self service

Next Steps

• What was your employee reaction? What is usage levels

• What are your next steps?

Thank you

Appendix

Content Suggestions home page Company Mission Mission Statement Company Values Company – building picture CEO/President statement/letter Pictures and info from company

website Employees welcome to portal

statement

News & Announcements – Company News – Birthdays/Anniversaries – Company promotions – Company newsletter

Content Suggestions home page continued Spotlight

Employee of the month New Hires/Pictures/Bios Spotlight Department’s Current Employees Pictures/Bios Employee Birthday’s Employee Anniversaries Plan Changes or Enrollment Info Employee Recognition Spotlight Senior Staff

Company Newsletter Tips on Company Product Uses Service Team Information

Portal Content Suggestions Welcome Page

Events

Portal Launch Company Meetings Company Outings

Parties Open Enrollment Company Holidays

Banners

Web links, Weather, Traffic,

MapQuest, Stocks Company Web links Health Providers 401k Providers Links

Quick Links

Learning Bytes Service Center Phone or HR

Dept phone numbers/contact info

Learning Bytes for portal Medical Provider website Company website Mobile Employee benefit link Job Posting links Pay Statement Company Handbook

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