heartland payroll solution - full presentation

PAYROLL SOLutiOnS

When you’re done accepting less from your payroll processor.

http://www.heartlandpaymentsystems.com/

Why Heartland?

PlusOne Payroll

Plusteam Payroll

Optional Modules

Endorsements

Contact

PAYROLL SOLutiOnS

Benefits & Distinctions


Here at Heartland, we’re all about your success. Our comprehensive suite of payroll and human resource-related solutions will help you achieve it by ensuring that your employees are paid right, and your chances of costly litigation and regulatory audits are reduced. And, it’s all backed by our exceptional service and three-year price guarantee.

Benefits:

Three-Year Price Lock – Stop payroll processing cost creep. Lock in our competitive, easy-to-understand fee structure for the services you need with the industry’s only three-year price guarantee.

Built to Order – Based on our PlusOne Payroll application, you can customize a package of HR support services that will meet your needs today – and as your business grows.

Service from the Heartland – When you call for service or support, payroll and human resources specialists in one of our u.S.-based service centers will be ready to make sure you get the help you need.

PAYROLL SOLutiOnS

Why Heartland Payroll Solutions?

Heartland Payroll Solutions Work for You, So You Can Run Your Business.


SM

PAYROLL SOLutiOnS

PlusOne Payroll

We Pay Your Employees, You Pay Attention to Your Customers

Designed for employers who need to outsource their payroll processing cost effectively, but insist on a personalized, professional level of service, PlusOne Payroll is fully customizable and backed by a dedicated team of payroll specialists. And, since our solution is 100% web-based, you can keep tabs on what’s going on anytime, anywhere.

Benefits:

Simple and Powerful – Capabilities and service usually reserved for big employers, but with the simplicity you need to get your people paid accurately, on time and with minimal effort.

Outside the Box (Not out of a box) – You can define data fields and reports to customize the payroll application to suit your business.


this fully integrated solution provides HR support, resources and alerts, along with an employee information center – all fully customizable and integrated with our powerful PlusOne application. With HR specialists a phone call away and optional on-demand services there when you need them, managing your team will be fun again.

Benefits:

My HR Support Center – Get customizable documents for hiring, managing and paying employees, plus alerts and advice to keep you up to date on laws, regulations and court decisions that could impact your business.

My Employee Files – Replace the need for paper files with our built-in electronic employee file system.

Our Info Center – Give your employees secure access to pay records, messages, schedules, policies, job-related websites and more online.

Business Partner Reporting Center – Secure access to the information your CPA, insurance broker, financial advisor and benefits administrator need to provide you with efficient, cost-effective services.

PAYROLL SOLutiOnS

PlusTeam Payroll

Take Control of Employment-Related Functions, And Take a Load Off Your Back.


Our offering of optional modules allows you to select only what you need now – adding additional services as your needs grow.

Benefits:

My HR On-Demand – Virtually outsource many HR functions to certified professionals who will develop your employee handbook and provide guidance and assistance when you need it.

My 401K Pay – Move payroll deductions into your employees’ 401(k) accounts automatically and on time, and provide your accountant and plan administrator with the data they need.

My GL Connection – Save time and avoid costly errors by generating a balanced GL export compatible with your accounting software every pay period.

My Restaurant POS Connection – import validated employee departments, hours and tips directly from your POS system into your payroll application every pay period.

PAYROLL SOLutiOnS

Purchase What You Need, When You Need It.


thought leaders nationwide look to Heartland to take care of their members’ payroll processing and human resource needs.

45 state restaurant associations, 43 state lodging associations and almost 200 retail and service trade groups exclusively endorse Heartland Payroll Solutions.

PAYROLL SOLutiOnS

Exclusively endorsed…

http://www.restaurant.org/

http://www.ahla.com/

http://www.staterestaurantassociations.org/


PAYROLL SOLutiOnS

Let Heartland Payroll Solutions bring you more.


Sure you’ll save money doing your payroll in-house. But there’s far too much at stake — even an honest error can cost thousands in fines and penalties. And if you already outsource with one of the big payroll processors, you may have discovered you’re being treated like a number, not like a person.

The solution? PlusOne Payroll, a full-service payroll processing service backed by a company that cares enough about your business to personally answer the phone and won’t price you out of business. And, PlusOne provides the resources to ensure your payroll is delivered accurately, on time and in full compliance with today’s complex array of laws and regulations.

Our 100% web-based solution offers anytime, anywhere management, along with a powerful report writer to design, save and run custom reports on the fly. Plus, unlimited user-definable data fields allow you to customize your employee database to suit your business.

EVERYTHING YOU NEED:

Complete Tax Service – Full-featured employer tax service, including 941, 940, state withholding and local withholding (if applicable), unemployment, disability, FiCA and FutA.

Standard Online Payroll Entry – Enter, verify and submit your payroll data from any computer with internet access in minutes.

Fax or Phone Payroll Entry Option – For clients who don’t have easy internet access or prefer to call or fax in payroll, this option is ideal. And there’s no additional charge up to 50 employees.

Standard Employee Self-Service – Easy to use portal for viewing pay stubs, W2s and PtO balances.

Standard Direct Deposit – unlimited paperless deposit of net pay to employee’s checking, savings or prepaid card accounts.

Standard Prepaid Cards – Multiple general purpose reloadable payment card accounts for unbanked employees – at no cost to you.

Standard Employee Adds – Add unlimited new employees at no extra charge (a significant savings for business with high employee turnover).

PAYROLL SOLutiOnS

PlusOne Payroll

Outsource your payroll with a personal, professional service.



Standard Payroll Reporting Package – Dozens of built in, ready to use payroll reports.

Custom Report Writer – if our built-in reports don’t satisfy your needs, our powerful report writer allows you to design, save and run custom reports on the fly.

Standard CPA Reporting Package – Your accountant will appreciate the built-in reports specifically designed to aid in payroll general ledger entries and year-end tax prep.

Standard New Hire Reporting – State-mandated law requires employers to submit key information on all new employees hired. this information is used to collect child support payments and reduce fraud with welfare, unemployment and workers’ compensation insurance. Heartland automatically files new Hire Reports, at no charge, upon notice from the employer that a new employee has been hired.

Standard Benefit Accrual – Healthcare and 401(k) plans, garnishments, paid time off, and other benefits accrued and tracked automatically based on your plan setups.

Standard Pay-As-You-Go Workers Comp Premium Payment – Compatible with many workers’ comp insurance carriers, this feature allows you to pay your premiums with each payroll, eliminating the need to make large deposits and year-end audit payments.

Standard Remote Print Back Service – A time- and money-saving feature that lets you print payroll checks, vouchers and reports on your office printer.

Check and Report Printing Options – For clients who don’t have in-house printing capabilities or just prefer us to handle their check, voucher and report printing needs.

Heartland Check Option – For clients who don’t have a separate payroll checking account and prefer to have their pay checks issued from Heartland’s bank account, this optional service can help reduce check fraud, eliminate the pay check reconciliation process and cut down on bank charges for cleared checks. Have Heartland print the checks or use our standard Remote Print Back feature to save money on printing and shipping costs.

Multi-Location Sorting – if you’re a multi-unit business owner, Multi-Location Sorting lets you have pay checks and vouchers shipped to multiple locations directly so you don’t have to. And the first three locations are processed at no additional charge.

For more information contact:

PAYROLL SOLutiOnS

PlusOne Payroll


If you’re a hands-on business operator, it’s doubtful you have the time to stay up-to-date on all the employment-related federal and state laws, regulations and court decisions that apply to your business. Nor do you have the time and funds to develop an employee handbook to protect yourself from frivolous lawsuits and other costly issues.

The solution? HR On-Demand lets you virtually outsource the HR function to certified professionals who will develop and maintain a complete employee handbook customized for your business, and provide HR guidance and assistance when you need it.

This time-saving option gives you unlimited access to Society for Human Resource Management (SHRM) certified professionals who will advise you when employee issues arise and help you stay in compliance with employment-related laws, regulations and court decisions.


Signed Documents – Schedule a personal appointment with a certified HR professional to develop your custom Employee Handbook and a plan for implementation.

Ask the Pro – Address your situational questions about legal compliance and personnel issues, and receive a response from a certified HR professional within one business day.

Document Customization – Have your existing employment-related documents reviewed for potential legal concerns, and get help creating or customizing them as needed to stay in compliance.

Easy on Your Budget – no upfront setup charges or annual fees. All costs are built into your regular payroll processing fees and guaranteed for three years.


PAYROLL SOLutiOnS

My HR On-Demand

The help you need – when you need it – from certified HR professionals.


Your 401(k) plan is a valuable and cost-effective benefit for your employees, but you’re legally required to invest 401(k) payroll deductions within seven days from each pay date or face fines and participant claims. Your plan administrator periodically needs updated, accurate participant census data for Safe Harbor and other compliance testing. And as if that wasn’t hard enough, your accountant needs other data to complete and file the annual Form 5500.

The solution? My 401K Pay automates the process of transferring 401(k) employee contributions directly into their investment accounts within the statutory seven-day time period. Plus, My 401K Pay provides your accountant and plan administrator with the secure online reporting needed to handle periodic tax filings and compliance testing.

My 401K Pay takes on the responsibility – and liability – for ensuring that your employees’ contributions to their retirement plans are done accurately and on time. If something goes wrong, we’ll pay the fines, penalties and loss of investment income claims.

Best of all, My 401K Pay is easy on your budget. No upfront setup charges or annual fees. All costs are built into your regular payroll processing fees and guaranteed for three years


PAYROLL SOLutiOnS

My 401K Pay

Automatically move payroll deductions into employees’ 401(k) accounts.


Find a better use for the space now occupied by your employee files. Our HR Specialist will help you convert your existing paper files to electronic format, and show you how to add new employee records in a snap. Instead of digging through the filing cabinet and multiple spreadsheets, you’ll manage and run reports on all of your important employee information in seconds.


Signed Documents – Convert job applications, government forms, termination checklists, etc. into a paperless record of each employee’s history with your business.

Demographic Data – All the need-to-know information about employees beyond the payroll basics, such as alternate addresses, phone numbers and other contact information.

Supplemental Data – necessary information about employees, such as emergency contacts, dependents, medical awareness, prior employment history and education.

EEOC Data – the information required by equal opportunity legislation – including electronic acknowledgement by employees indicating their classifications or legal option to refuse to provide the information.

Company Assets – track everything from laptops and smartphones to company cars that you have loaned out to employees.

Awards and Certifications – Records and acknowledgement of all awards and certifications received by employees from you and outside organizations – including mandatory certifications required by government agencies.

Performance Reviews – Records of all performance reviews, electronically acknowledged by the employees.

Disciplinary Actions – Records of all disciplinary actions taken – up to and including termination for cause, electronically acknowledged by the employees.

Salary Ranges – Set up multiple salary ranges by job category so pay increases can be managed fairly, without personal bias and in accordance with your policies.

PTO Plans – Setup multiple paid time-off, sick/personal time and/or vacation plans by job category to automatically drive payroll accruals and balances.

Custom Built Fields – Anything missing? Create additional information fields and files customized to your business.

PAYROLL SOLutiOnS

My Employee Files

Replace paper files with our secure data warehouse.


If you rely on an off-the-shelf accounting package to record general ledger entries for all income and expenses, you know how time consuming it is to manually key-in payroll- related entries from various payroll reports and balance everything to your business checking account every pay period.

The solution? My GL Connection is a general ledger export utility built into your payroll application that automatically generates balanced GL entries in a format compatible with your accounting software along with summary and detailed reports validating each line item.

Save wasted time, avoid general ledger entry errors and provide your accountant with online access to My GL Connection to handle the entries for you.


Signed Documents – no upfront setup charges or annual fees. All costs are built into your regular payroll processing fees and guaranteed for three years.

Complete Setup Service – Ensures that all payroll codes are mapped correctly to your general ledger chart of accounts.

Balanced Entry Verification – We’ll make sure your GL entries are balanced, and we’ll alert you if a new payroll code has been added and needs to be mapped to your chart of accounts.

Online User’s Guide – Detailed information to maintain chart of accounts and make mapping changes in the payroll application as needed.

Ongoing Support – When you or your accountant have a question about the GL export file.


PAYROLL SOLutiOnS

My GL Connection

Save time and prevent costly errors with balanced GL exports of your payroll data.


Use this secure, web-based intranet to provide employees with access to important information and documents. The ability to require and record their acknowledgment of any or all this information will provide you with legally binding proof that you provided it in the event of a lawsuit or regulatory audit. Plus, you can schedule posting of any item in advance so it appears when you want it to. Information can include posting of:

Signed Documents – Mandatory notices, forms, schedules and policy memos, as well as important messages, company news and congratulatory notes about employee awards.

Web Links – Direct links to the health insurance company, retirement plan and other benefit provider websites.

Benefit Plans – information your employees can use to make decisions about plan participation – including the Summary of Benefit and Coverage and uniform Glossary notices that will become mandatory under the Patient Protection and Affordable Care Act of 2010.

Employee Directory – A complete listing of employees and their primary contact information at your fingertips.

Employee Handbook – Whether you have one already or choose to build one with our HR On Demand service, your employee handbook can help mitigate the damages in a frivolous lawsuit — ensuring that every member of your team has easy access to, and is required to acknowledge reading it.

eLearning Materials – Keep your team on top of their game by posting your training manuals, procedures and links to educational websites – and track required reading with your employees’ electronic acknowledgement.


PAYROLL SOLutiOnS

Our Info Center

Get your employees access to necessary information.


This secure website gives your CPA, business insurance provider, financial advisor and third-party benefits administrator access to specific reports tailored to their needs — greatly enhancing their ability to provide you with efficient, cost-effective services and eliminating the need for you to be the go-between with your payroll service provider.


Broker Reports – Your insurance provider can access: • Employee census data to create side-by-side comparisons of benefit plans.

Provides the ability to shop alternative medical insurance plans so you can take advantage of the rapidly changing healthcare market.

• new hire reports to assist new employees with plan information and enrollment. • terminated employee reports to initiate COBRA communications.

Portfolio and TPA Reports – You financial advisor and third-party administrator can access: • Employee census data with unmasked Social Security numbers to easily administer

retirement plans. Gives them the ability to perform compliance testing for your retirement plans, flexible spending and health savings accounts, medical insurance and other employee benefit plans.

Accounting Reports – Your CPA can access: • Payroll and general ledger reports. • information needed to complete the annual Form 5500 that satisfies the iRS

requirements for compliant retirement plans.


PAYROLL SOLutiOnS

Business Partner Reporting Center

Unleash your trusted advisors with the information they need to help you run a profitable business.


If you currently use an integrated point-of-sale system to track employee clock-ins, clock-outs and tip declarations at your restaurant, you know how time-intensive it is to print out a labor report and enter your employees’ hours and tips by job code into your payroll system.

The solution? My Restaurant POS Connection is an electronic interface between your POS and payroll systems that automatically transfers validated regular and overtime hours, as well as charge and cash tips by job code. When it’s time to process payroll, simply review and validate the records and submit.

My Restaurant POS Connection greatly reduces the possibility of human error in transferring time and attendance data from a POS system to a payroll application.

It saves time and lets you preview the data prior to exporting to the payroll application so that clock-in, clock-out, department and tip errors can be corrected before the payroll is processed


Signed Documents – One-time setup charge covers everything, and there are no annual licensing fees. All ongoing costs are built into your regular payroll processing fees and guaranteed for three years.

Complete Setup Service – Ensures that all employee records and departments are mapped correctly to your POS employee iDs and job codes.

Online User’s Guide – Detailed information you need to maintain employee and job code mapping changes in the payroll application.

Ongoing Support – Available whenever you or your accountant have a POS interface question.


PAYROLL SOLutiOnS

My Restaurant POS Connection

Import validated employee hours and tips directly from your POS system into your payroll application.


My HR Support Center will put the resources of an enterprise-scale human resources department a mouse click away – without the large-scale cost.


3-Minute HR Audit – Step one in determining the effectiveness of your HR functions.

Policy Template Library – Standard business policies, customizable to your business needs.

State and Federal Law Library – Employment and payroll-related laws that apply to your business, written in language that’s easy to understand.

HR Form Library – Business, state and federal forms.

eAlerts – instant notification for important updates of employment-related laws, regulations and court decisions.

HR Checklist Library – Checklists to help you organize human resources tasks, customizable to your needs.

HR Guides – Easy-to-implement guidelines that provide you with a helpful reference in the creation of compliant employment-related procedures.

Quick Guides – Guidance on hot topics dealing with solutions to employment-related issues.

Job Descriptions Library – Catalog of standard job descriptions to help organize and hire the right employees.

FAQ Database – Hundreds of commonly asked employment-related questions answered by certified HR professionals.

HR Best Practices Articles – Monthly articles covering best practices written by certified HR professionals.

Monthly Newsletter – news and articles that will keep you current on important developments in the HR profession.

HR News and Updates – HR-related news feeds and updates.

HRCast – Monthly podcasts covering HR best practices.

HR Resource Center – Resources for ordering posters, training materials and reference literature.

Glossary of Terms – Easy-to-read definitions for key HR terms


PAYROLL SOLutiOnS

My HR Support Center

Create the fair, productive workplace you’ve dreamed of.


Your business might not be big, but most state and federal employment-related laws, regulations and court decisions apply to you as if it was. And while you can’t afford a human resources department, you can’t afford to ignore the important issues.

The solution? A complete HR service packaged with your payroll processing application that provides support for all of the employment-related tasks and helps you remain compliant. Heartland’s PlusTeam Payroll offers all of the above — without charging an arm and a leg.

Get HR support resources and alerts and an employee information center – all fully customizable and integrated with our powerful PlusOne application. With HR specialists a phone call away and optional on-demand services there when you need them, managing your team will be fun again.

EVERYTHING YOU NEED:All the benefits and features of Heartland PlusOne Payroll plus:

My HR Support Center – unlimited access to all of the customizable job descriptions, forms, and other templates. Email alerts to keep you current with new federal and state laws, regulations and court decisions that could impact your business. And when disciplinary action or termination become necessary, you’ll have the resources to ensure the process is fair, consistent and in full compliance.

My Employee Files – Our built-in electronic employee file system completely replaces the need for paper files. Employee records, signed forms and documents are stored in a secure data warehouse along with your payroll data – accessible to you whenever and wherever you need them.

Our Info Center – A secure website where employees get immediate access to all the information they need including schedules, policies, employee handbook and external websites. Access to sensitive information, such as pay stubs, W2s, PtO and disciplinary notices, is limited to individual employees to protect their privacy. it takes the place of messy billboards and provides you with documented assurance that all of your employees have immediate access to the information they need.

Business Partner Reporting Center – A secure website where your CPA, insurance provider, financial advisor and benefits administrator can access specific reports tailored to their needs – greatly enhancing their ability to provide you with efficient, cost effective services and eliminating the need for you to be the go-between.


PAYROLL SOLutiOnS

PlusTeam Payroll

Take control of employment-related functions.


PAYR

OLL

SO

Luti

On

S


3 Minute HR Audit


PAYR

OLL

SO

Luti

On

S


Federal and State Law Library


PAYR

OLL

SO

Luti

On

S


Policy Templates


PAYR

OLL

SO

Luti

On

S


HR Forms Library


PAYR

OLL

SO

Luti

On

S

My Employee Files

Employee Profile


PAYR

OLL

SO

Luti

On

S

My Employee Files

Company Assets


PAYR

OLL

SO

Luti

On

S

My Employee Files

Education History


PAYR

OLL

SO

Luti

On

S

My Employee Files

Employee Message Creation


PAYR

OLL

SO

Luti

On

S

My Employee Files

Employee Message File Attachment


PAYR

OLL

SO

Luti

On

S

My Employee Files

Message Acknowledgement Report


PAYR

OLL

SO

Luti

On

S

My Employee Files

Custom Employee Information Fields


PAYR

OLL

SO

Luti

On

S

Our Info Center

Welcome Page


PAYR

OLL

SO

Luti

On

S

Our Info Center

Open Enrollment Notification


PAYR

OLL

SO

Luti

On

S

Our Info Center

New Expense Report Form


PAYR

OLL

SO

Luti

On

S

Our Info Center

Revised Employee Handbook


PAYR

OLL

SO

Luti

On

S

Our Info Center

Insurance Plan Forms and Information


PAYR

OLL

SO

Luti

On

S

Our Info Center

Insurance Provider Website


PAYR

OLL

SO

Luti

On

S


Custom Report Creation


PAYR

OLL

SO

Luti

On

S


Custom Report Microsoft Excel Export


PAYR

OLL

SO

Luti

On

S


Custom Report Adobe Acrobat Export
