HK Payroll: Workforce Management Services

1. Introducing HKPYour Workforce Solution

2. Overview • Who is HKP • iSolved Human Capital Management (HCM) • The HKP approach • Account project management process • About the HK Family of Companies • Your next step

3. Who we are • Workforce management affiliate of a Top 100 CPA firm,Honkamp Krueger & Co., P.C. • Delivering payroll solutions since 1947 • One partner to manage your employees from hire to retire www.hkpayroll.com

4. Markets we serve • Clients seeking nationwide payroll tax expertise • Providing solutions for clients form 5 to 5,000 employees • Main Street America 5 – 50 employees • Mid-sized companies 51 – 500 employees • National firms 501 – 5,000 employees

5. iSolved platform • Cloud-based, single database HCM solution • Payroll, HR, benefits, time, onboarding and open enrollment • Scalable technology with one data entry point • Real-time on-demand reporting • Executive dashboards provide KPIs to decision makers • Increases the productivity of your indirect labor • End-to-end HCMsolution

6. Payroll and tax processing from the HKP experts • Payroll checks,direct deposits or pay cards • Tax compliance for federal, state and local agencies • Up-to-date regulation changes to ensure compliance • Employee garnishment reports and processing • Complete year-end processing for W2s and 1095s

7. Payroll component • Speed up payroll processing by future dating pay rate and deduction changes • Automate tracking of paid time off accruals and arrears balances

8. Payroll component • Preview payroll in real time to ensure accuracy • Direct insight into payroll liabilities allow you to make better management decisions

9. Define your hiring process • Customize your applicant’s experience with iSolved applicant tracking and onboarding • Quick and easy application process for your candidates to apply in as little as three minutes from any device • Find the best candidates by posting to unlimited job boards • Track real-time data to understand where your best hires are applying from

10. Applicant tracking component • Post jobs to any job board to find the best candidate • Simple process for candidates to apply • Clear process to walk candidates through the hiring process • Intuitive reporting to understand where your best hires are coming from

11. Onboarding component • Workflow wizard guidance throughout the process • Step-by-step instructions to ensure all information is completed accurately • Eliminate redundant and manual processes • Streamline the WOTC process to maximize your tax credits

12. Empower employees and managers • Allow employees to access and manage their information • Reduce paperwork for your human resource team • Reallocate time to high-level HR processes • Managers make better decisions with real-time information • Reduce requests forinformation

13. Manager & employee self-service • Simple design allows for easy navigation • Define what information you want employees and managers to access • Notify employees of important company information or items that require action on their end • Provide insight to pay history, benefits and open enrollment

14. Manager & employee self-service • Manager dashboards provide critical information for managers to make decisions • Drill down into more comprehensive details

15. Improve productivity and compliance • Single employee record ensures report accuracy • Standardize processes throughout all organization levels • Reduce system errors due to data entry points • Improve communication within the organization • Organize data across multiple locations • Reallocate resources to focus on strategic opportunities

16. Human resources • Keep track of certification deadlines and training requirements • Manage performance issues and disciplinary actions • Eliminate filing cabinets and paper files with document storage • Email alerts help manage your performance reviews, certifications, open enrollment and other critical processes

17. Human resources • Automate workers compensation and FMLA reporting • Manage OSHA and EEO compliance requirements

18. Benefits administration • Streamline the time spent on paper enrollment • Eliminate the manual process of notifying carriers with changes in coverage and new enrollees • Empower employees to manage their benefits with open enrollment and life/qualifying events • Improve education related to their benefit options

19. Benefits administration • Remove the complexities related to Affordable Care Act reporting • Reduce turnover and retain good employees by showing them their true compensation • Future data benefit changes to streamline redundant processes • Analyze how compliance changes affect your company and bottom line • Make better management decisions with real-time information

20. Manage labor cost and maximize profits • Prevent buddy punching and time theft 0.5% to 8.0% • Reduce the human error in rekeying hours • Empower employees and managers with real-time information • Automate the paid time off request process • Monitor schedules and late and absentee reports • Reduce your risk of overtime related expenses • Manage compliance uncertainty • Improve payroll efficiency and accuracy

21. Time management • Collect punch and hours via time clocks, employee self-service, mobile app or timesheet entry • Email alerts and color coding exceptions easily identify errors to be reviewed and corrected • Employee and manager verifications reduce the risk of miscalculations

22. Time management • Quickly review items that require your attention through your dashboard • Maintain schedules and review coverage • Manage paid time off approval process

23. HKP means customer service • A consultative, proactive approach to customer service • you are listened to • your needs are understood • your expectations are delivered • Scalable ideas to grow with you now and in the future • Every company says they have “great customer service” • You have a lead account manager for personalized service • This account manager knows you and can anticipate your needs • Your calls are answered by a person – no automated system, no voice mail

24. HKP conversion recipe • Your project manager has years of experience with onboarding our clients. • Communication with you is regular and scheduled. • A timeline with a roadmap outlines the conversion process. • Training is fun! • Parallel processing confirms accuracy and eliminates surprises.

25. HKP can take a lot off your plate from hire to retire.

26. Focus on your most important resource, your people • Full-service HR consulting makes sense • Recruiting and onboarding • Compensation analysis • Strategic planning • HR compliance reviews, audits and analysis • Employee handbooks policies and procedures • Unemployment and COBRA management • Employee and manager help desk

27. Increase your bottom line with WOTC • Employment tax credit programs can add thousands of dollars to your bottom line • Simple process to maximize efficiency and capture credits • Bilingual, cloud-based, paperless • Eliminate the pain of researching and recouping your credits • Offset tax liabilities with a dollar-for-dollar tax credit • Manager training to increase credit capture

28. Address your retirement plan fiduciary responsibility • HKFS retirement plan services streamlines your payroll and 401(k) processes. • Custom plans with a comprehensive approach • Fiduciary liability protection • Investment management expertise • Employee financial planning and education meetings • Assurance plan fees are reasonable and valuable • Reduced time submitting plan contributions and payments • Automated enrollment process for newly eligible employees

29. A bit more about us…

30. About the HK Family of Companies • Honkamp Krueger & Co., P.C. • HK Financial Services

31. Honkamp Krueger • Certified public accounting and business consulting firm founded in 1947 • Accounting, tax and auditing • Business advisory and decision support services • Top 100 CPA and business consulting firm in the U.S.

32. HK Financial Services • Wealth management affiliate firm offering • Asset management • Risk management • Brokerage services • Retirement plans • Member of Accounting Today’s Billion Dollar Club (2017) • Forbes Top 100 • Top 100 Fastest Growing RIAs (Financial Advisor 2017)

33. Business services • Accounting • Audit • Business valuation • Compliance • Construction audit • Cost segregation studies • Decision support services • Employee benefit plan audits • Estate planning • Fraud & forensics • Internal audit • Litigation support • Marketing consulting • Mergers & acquisitions • Quality assessment services • Software solutions • State & local tax • Strategic planning • Succession & exit planning • Talent outsourcing • Tax credits • Tax planning & preparation • Wealth management • Workforce management

34. Customer service HKP’s 11-point customer service philosophy means: First-class service. Every customer, every time!

35. Net Promoter Score HKP’s score

36. Thank you! Your next step is to contact: info@hkpayroll.com 888-556-0123 www.hkpayroll.com