Implementation Kickoff

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Insert Customers Logo

• Introductions of Teams• Products/Services Selected• High level overview of the Implementation Process• Roles and Responsibilities• Q&A • Next Steps

Agenda

• Insert Customers Name– Name, Title

• Email - Phone Number– Name, Title

• Email - Phone Number– Name, Title

• Email - Phone Number– Name, Title

• Email - Phone Number

Insert Customers Name

• Infinisource Implementation Team Introductions– Name, Project Manager

• Insert Email Direct: Insert Phone

– Payroll IS, Payroll Implementation• Insert Email Direct: Insert Phone

– Julie Carothers, TF Implementation Coordinator• JCarothers@infinisource.com Direct: (800) 697-7010 ext. 2923

– Insert Additional Subject Matter Experts as assigned:• TimeForce Implementation Specialist, Benefits

Implementation Specialist, Data Extractor and Convertor– Chris Mantua, VP, HCM Implementation Services

• CMantua@infinisource.com

Infinisource Team

Products Selected- Comprehensive Bundle

MigrationPayroll – Previous System to iSolved

Time & Attendance – Previous System to TimeForce

New AutomationBenefits

– Enrollment and Eligibility

Human Resources – Performance Management/Employee Self Service (ESS)

Products/Services

Additional Services – Adjust to Contract-Cobra Administration (includes Premium Collection and COBRA Eligibility Management Services)- Flexible Benefits Administration (FSA, HRA, Transportation Admin)-Carrier Feeds – (Insert #)

- How are you managing them today?-OnBoarding-Applicant Tracking

Additional Services

Transition to ImplementationYour Sales Representative will work with you to gather the initial information we need to get started.  We’ll assign a team of resources responsible for implementing your solutions.

Planning & AnalysisYou will provide additional information about your company’s policies and pay practices and begin working with your assigned team to plan your implementation. This is an opportunity to align expectations and timelines.

Account CreationWe’ll create your account in iSolved based on the information you provided.

Configuration & Data Load We’ll configure your account to meet your company’s policies and practices, and work together to obtain and audit your data to import into iSolved.

TrainingWe’ll train your administrative staff on use of the software and verify together that everything works as it should before going live.

First Check DatePreview, validate and then process payroll!

Transition to Customer SupportEngage with customer support to address your ongoing questions.

HCM Implementation Process

Planning & Analysis

Implementation Phases – Planning & Analysis

Insert Customer Name Responsibilities Infinisource Responsibilities

Complete and Return Forms, Surveys or Analysis for Payroll, TimeForce and Benefits

Infinisource will be able to assign Subject Matter Experts (SMEs) to implement each service

Participate in Analysis Meetings for each purchased service

SMEs will ask in depth questions regarding each service to ensure that each service is setup and configured in iSolved based on Insert Customer Name needs

Account Creation

- Client Information- Work Locations/Tax- Bank Account, Check & Delivery Package Options- Pay Groups & Schedule

Implementation Phases – Account Creation

Infinisource Responsibilities We will create your account in iSolved based on the information you provided during the analysis meetings.

Configuration

– Payroll• Earnings, Deductions, Memo Codes, Deferred Comp• Organizational Tables

– TimeForce• Overtime, Accrual Polices, Schedules & Rounding, Breaks, Meals,

Holidays – Benefit

• Plan designs, Coverage levels, Rates (Employee & Employer)• When is your Open Enrollment? Plan Renewal?

Implementation Phases – Configuration and Data Load

Insert Customer Name Responsibilities Infinisource Responsibilities Participate in Database Review with Payroll, TimeForce and Benefits

We will configure your account to meet your company’s policies and practices

Data Load

• Who should our data team contact to access Insert Previous Provider?• Payroll data

– Current YTD Balances– Prior Year Balance

• Employee Data– Current EE demographics, recurring deductions, direct deposit

setup and accrual balances.

Implementation Phases – Configuration and Data Load

Insert Customer Name Responsibilities Infinisource Responsibilities

Provide Infinisource's Data Team with access to systems/data for Employee Data and Current Year Payroll Balances

Our Data Team will extract and format imports of the Employee Data and Current Year Payroll Balances for the Payroll Specialist to import into iSolved

Verify Accuracy of Data in iSolved (Payroll, HR, Benefits) and/or TimeForce

Provide access to iSolved for Quality Assurance of iSolved (Payroll, HR, Benefits) and/or TimeForce

Training

– iSolved Employee Management Training– Employee Self Service (ESS) Training– TimeForce Administrator Training & Supervisor

Training– Benefit Administer Training– Payroll Review

Implementation Phases – Training

Insert Customer Name Responsibilities Infinisource Responsibilities

Participate in iSolved (Payroll, HR, Benefits) and/or TimeForce Training

SMEs will provide training of iSolved (Payroll, HR, Benefits) and/or TimeForce

First Check Date

– Wire vs. Impound – • Federal 941 Tax Deposit over $100K each payroll? • Payroll funding amount (DD, Tax and Billing) over $500K each

payroll?– Current Process date?

Implementation Phases – First Check Date

Pay Group Pay Period Begin Date Pay Period End Date 1st Pay DateUPDATE

Insert Customer Name Responsibilities Infinisource Responsibilities

Provide Infinisource with Tax POA's, Banking Information (including a VOID check), Check Signatures

Project Manager will submit all Information to the Tax Team for setup and approval for first payroll process

Participate in first Payroll Processing Help Insert Customer Name process first payroll on iSolved

Post Implementation / Transition to Customer Support

• Once we have all of the purchased services implemented we will transition you to customer support

Implementation Overview- Transition to Customer Support

Insert Customer Name Responsibilities

Implementation Customer Satisfaction Survey

Expectations– Communication

• Weekly Status Call• E-mail/Phone as

needed– Meeting Routines

• Accomplishments• Discovery• Next steps

Expectations

Questions?

Q&A

Example

Infinisource - Next Steps

Example

Insert Customer Name – Next Steps

Empowering Companies andPeople to do Their Best WorkOne Source. Infinite Solutions.