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Point System Update

Review of features, beta site updates, field configurability, notification lists, and letter generation. Order processes and Exception folders explained.

matthewbarker
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Point System Update

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  1. Point System Update May 17, 2004

  2. Agenda • Status • Review of Incident engine and features • Beta Site Qualifications

  3. New Schedule • Application is ready and functioning • Field Configurable ??? • InfoTronics Configured • Taking orders slowly

  4. Building Blocks of Incidents X (incidents) =Triggers X+y+z * V = Incident Pay Designations Exceptions Reason Codes

  5. Interactive Incident Folders • Employees with Certain Amounts of Points are Immediately Accessible within Dealer Defined Exception Folders

  6. Interactive Notification Lists • Employees Triggering Notifications are Immediately Accessible within Dealer Defined Exception Folders

  7. Notifications • Automatic eMail Notifications are Sent to a List of Designated Recipients • Sent Immediately • For Online Systems • Batch Processed • All New Notifications Sent out each Evening • All Notifications Recorded In Employee Time Card

  8. Notification Messages • Computer Generated eMail Messages Include Name of Employee, Trigger Condition and a Custom Phrase

  9. Notifications … Letters • Once a Manager is Notified of an Employee’s Condition, Warning Letters can be Easily Created using Microsoft Word and a Letter Template • OLE Automation Automatically Populates the Letter with the Employee’s Name, Assignments and Days Where Incidents Occurred

  10. Incident Template • Employees eligible • Exceptions • Pay Designations • Reason Codes • Calculation • Corrective Action • Trigger Events • Incident Folders • Letters (*.doc)

  11. Ordering Process • Two successful payrolls processed • No outstanding issues • Send in legible attendance policy • Complete Incident template • Wait for approval with estimate completion • Send *BAK to uploads directory • Send in purchase order for “Custom Points” • Receive (file) and import rules

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