Employee Setup Automation

1. Employee Setup Automation Presented by Lenny Murney VP Technologies Marketing Absolute!

2. Introductions Absolute! A customer-centric leader in Lawson application and technical consulting. Lenny MurneyFocused on leveraging Lawson and its information.

3. Employee Setup AutomationAgenda • New Hires and Activation Entering new employees Benefits Security • Daily management Self Service & Portal Managing employees – Personnel Actions • Leaves and Termination Employee status and Payroll processing User deactivation • Tools • Questions and Answers

4. New Hires and Activation • Entering employees Traditional method - Lawson HR11 screen Available in LID or Portal Can trigger automation events

5. New Hires and Activation • Entering employees Traditional method - Design Studio - Eliminate Fields and entire tabs Default values Custom drop down lists Multiple versions for targeted users Can trigger automation events

6. New Hires and Activation • Entering employees Traditional method - Design Studio - Applicant systems - Lawson Applicant Self Service Third party applicant systems New hire process can be driven from the Applicant system PA31 and PA52 May or may not trigger automation events

7. New Hires and Activation • Entering employees Traditional method - Design Studio - Applicant systems - MS Add-Ins - For the experienced user Increased speed over HR11 Collect information from remote offices Edit checks performed during the upload Can feed any screen including PA31, PA52 and HR11

8. New Hires and Activation • The ripple effect Notify other departments • Benefits, payroll, employee health Security and access requests • Request e-mail address • Network and web

9. New Hires and Activation • Completing the Setup HR – • Verify documentation and other policies are followed • Forms imaging • W4, Health, I9 • Share the work load using the Inbasket • Audit reports for benefit limits • Automatically deliver documentation

10. New Hires and Activation • Completing the Setup HR – Payroll - • Notify for special actions • Standard time record setups • Additional deductions • Crystal Reports to audit for non-standard entries • Publish head count reports to the Portal

11. New Hires and Activation • Completing the Setup HR - Payroll - Employee - • Automatically deliver new hire information • Enable new hire bookmarks • Employee Self Service: • Auto deposit • Benefit choices • Dependent info • Emergency contacts • Alert HR and Payroll when complete • Schedule training classes

12. New Hires and Activation • Completing the Setup HR - Payroll - Employee - Manager - • Inbasket notification of new hire requirements • Notification of pending job requirements • Certifications • Drivers license information

13. New Hires and Activation • Security and Access Requests Application Access - • Actively deliver access requests • Automatically provide access • LID, Portal • Self Service • Enable position related bookmarks • Network and e-mail resources

14. New Hires and Activation • Security and Access Requests Application Access - Authentications - Employment verification Background checks Reference verification Electronic documentation imaging Compliancy reporting

15. New Hires and Activation • Security and Access Requests Application Access - Authentications - Building - Time card systems Security card Telephone extension Security audit reports

16. Daily Management • Employee management Employee actions - Address changes W4 changes Life events Notified when a change takes place

17. Daily Management • Employee management Employee actions - Manager tasks – • Approvals • Termed employees • Status change (full to part time) • Request personnel changes • Salary • Employment Status • Reporting of standard and overtime pay • Monthly report of upcoming annual reviews

18. Leaves and Terminations • Status changes Manager tasks – • Start the process • Enter a status change request • Automatic notification • Access and security • Benefits • HR • Schedule sick and vacation times

19. Leaves and Terminations • Status changes Manager tasks – HR – • Enter stop dates for benefits • Prevent restart in case of a rehire • Verify documentation and other policies are followed • Employee turn over reports

20. Leaves and Terminations • Status changes Manager tasks – HR – Payroll - • Process the termination • Term pending status • Final payroll • Final termination • Alerts on final termination • Compliancy reports

21. Tools • Tools Design Studio - • Simplify screens • Screen version based on job task • Reduce 4GL code changes • Add functionality • Attach additional resources • Document imaging • Web sites • Launch automation events

22. Tools • Tools Design Studio - Microsoft Add-Ins - • Dynamic query tool • Quick upload of data into existing Lawson screens • For experienced users • Edits and security remain in place • Smart reporting tool • Graphs • Calculations

23. Tools • Tools Design Studio - Microsoft Add-Ins - Process Flow- Automate actions from Lawson and non-Lawson events Targeted notifications Managed sequence (Inbasket) Triggered from 4GL screens, EMSS, Design Studio and 3rd party tools

24. Tools • Tools Design Studio - Microsoft Add-Ins - Process Flow- Smart Notifications – • Targeted or mass notifications • Send welcome to new employees and their peers • Employee status monitoring • Monitor and alert on exception rules • Compare current data to previous versions • Notify to many devices • E-mail • Cell phones • Pager

25. Considerations • Things to consider • The impacts of time • Leverage knowledge • Consistency • Quality control • Administration tasks

26. Absolute Support • How Absolute approaches Automation • Assist in technical readiness • Discuss best practice information • Develop as a team • … or create front-to-back solutions • Develop metrics reporting • Verify compliance requirements (SOX, HIPPA) • Review options for electronic signature requirements

27. Thank You! Questions! Larry.Mattson@teamabsolute.com Lenny.Murney@teamabsolute.com 612.746.1400