B E T T E R T O G E T H E R : A S I N G L E H C M A N D C A N A D I A N P A Y R O L L S O L U T I O N

Transcription

1 B E T T E R T O G E T H E R : A S I N G L E H C M A N D C A N A D I A N P A Y R O L L S O L U T I O N p r e s e n t e d b y O n e S o u r c e V i r t u a l

2 Webinar Information All lines are muted during the presentation Enter questions during the presentation in chat Live Q&A period at the end This event is being recorded Recording will be available on OneSource Virtual Customer Center Site

3 OneSource Virtual Customer Center Site

4 OneSource Virtual Customer Center Site

5 Presentation Outline and Presenters Introduction to OneSource Virtual Ron Sookram, Business Development Manager, Workday, Toronto 3 Things to Know About OneSource Virtual Beatrice Nathan, Directrice de comptes, Account Executive OneSource Virtual, Montreal Workday s Solution for Canadian Payroll OneSource Virtual Payroll Service Offerings Kelley Trammell, Solution Consultant, OneSource Virtual, Dallas Q&A Period Beatrice Nathan Mike Gorkowski Kelley Trammell Mindy Bogan, Global Tax Specialist Holly Anderson, Global Tax Specialist

6 OneSource Virtual NORTH AMERICA UNITED KINGDOM Leading Workday Partner in US and Canada. Entering new payroll markets, expanding AMS and delivering Workday deployments through London office and European service centre in Northern Ireland Dedicated Team Members

7 T H R E E T H I N G S W E W A N T Y O U T O U N D E R S T A N D A B O U T O N E S O U R C E V I R T U A L

8 1 - Workday Is All We Do, All Day, Everyday We are exclusive to Workday We Are a Certified Partner and Full Platform Customer since % Satisfaction Rating 35% Workday s Customers

9 2 - We Are Well Qualified - Workday Certifications 49 P R O J E C T M A N A G E R 22 A B S E N C E A N D L E A V E 30 C O M P E N S A T I O N 62 U. S. P A Y R O L L 21 C A N A D I A N P A Y R O L L 70 I N T E G R A T I O N S 320+ Workday Certified Consultants 252 H C M 17 T I M E T R A C K I N G 34 B E N E F I T S 22 R E C R U I T I N G 10 F I N A N C I A L S 190+ LDP Certified Consultants

10 3 - We Offer Solutions that Fully Compliment the Workday Life Cycle OneSource Virtual Has Unique Strengths in the Workday Eco-System Transformation & Change Management In Application Scalable Operational Support Deployment Services In Application Scalable Post Production IT Support

11 W O R K D A Y O V E R V I E W

12 Workday The Power of One Unified, global system of record CORE HR COMPENSATION BENEFITS Technology Foundation Business Process Framework ONBOARDING GOALS & PERFORMANCE One Consumer User Interface Security Model Real Time Actionable Analytics WORKFORCE PLANNING HUMAN RESOURCES ANALYTICS TECHNOLOGY FOUNDATION SUCCESSION PLANNING ABSENCE RECRUITING EXPENSES TALENT INSIGHTS TIME TRACKING PAYROLL

13 E M P L O Y E E A N D M A N A G E R S E L F S E R V I C E

14 Employee Self Service Navigation Employee Dashboard View Tax Elections Payment Elections Pay Statements Review Timesheet Request Time Off Account Preferences Bruno Gaudette Location: Montreal

15 Manager Self Service Manager Dashboard View Approving Time Off Requests Approving Timesheets Manager Analytics Enrique Vasquez Manager

16 D E M O N S T R A T I O N

17 W O R K D A Y P A Y R O L L S O L U T I O N

18 Workday Payroll: The Modern Solution A modern, cloud based, payroll solution offering unprecedented flexibility, control and insight. Supports payroll processing for US, Canada and UK France will be available March 2016 Powerful calculation engine Highly configurable Accounting and audit agility Actionable reporting Unified with HCM

19 Workday s Unified Solution Means All data in one place entered one time changes driven by effective date no interfaces to balance no integrations to maintain WORKDAY Payroll and HR Work Together Hires/Terminations Promotions/Transfers Re-Organizations Benefits Time entry Leave requests Time off requests Address Changes Tax Withholding Changes Bank Detail Changes Compensation Changes Bonus Payouts

20 Workday Keeps You Updated! Workday takes advantage of weekly patch schedules-applied for you! L E G I S T A T I V E U P D A T E S Workday rapidly researches, develops and rolls out new functionality as it becomes required by law. T A X & G A R N I S H M E N T U P D A T E S No CDs/tax updates and time consuming downloads Workday rapidly responds to tax changes Customers have advanced visibility to updates.

21 Workday Payroll Cycle Pay Inputs Pay Calc Audit Review Confirm Complete Payroll Settlement Taxes Garnishments Time Earnings Deductions Gross to Net Assigned Workday Payroll Specialist: Daily customer support Assist with your payroll questions Workday support Direct Deposit Printing Checks Payroll Funding Assigned Workday Tax Specialist: Tax Deposits Tax Filings Tax Reconciliation Assigned Workday Garnishment Specialist: Interpretation System setup Record keeping Handling correspondence Garnishment payments

22 Pay Cycle Event Order Type Specify Optional Group Run As User Complete Notification Sent a Initiation Initiate Payroll No Customer Payroll Processor Yes b To Do Review Pay Input No Customer Payroll Processor Yes c To Do Run Retro Pay Calculation No Customer Payroll Processor Yes d Batch/Job Run Pay Calculation No Workday User OSV becomes a step in your business process e To Do Balance Payroll Input to Calculated Results No Customer Payroll Processor Yes f To Do Review Audit Reports No Customer Payroll Processor Yes g Action Review Pay Calculation Results No Customer Payroll Processor Yes h To Do Final Payroll Approval No Customer Payroll Auditor Yes i Batch/Job Run Payroll Complete j To Do Create Settlement Run No OSV Payroll Admin Service Yes k To Do Print Checks No OSV Payroll Admin Service Yes l To Do Send ACH & Positive Pay Files No OSV Payroll Admin Service Yes m To Do Review Tax Filing Reports No OSV Payroll Admin Service Yes n To Do Approve Tax Filing Reports No OSV Payroll Admin Service Yes

23 Process Payroll Initiate Pay Cycle Review Payroll Input Run retro calculation - Prior period comp change Calculate Gross to Net Audit Reports Henry Lynch Payroll Partner

24 D E M O N S T R A T I O N

25 O N E S O U R C E V I R T U A L S E R V I C E O F F E R I N G S

26 Workday Payroll Cycle Pay Inputs Pay Calc Audit Review Confirm Complete Payroll Settlement Taxes Garnishments Time Earnings Deductions Gross to Net Assigned Workday Payroll Specialist: Daily customer support Assist with your payroll questions Workday support Direct Deposit Printing Checks Payroll Funding Assigned Workday Tax Specialist: Tax Deposits Tax Filings Tax Reconciliation Assigned Workday Garnishment Specialist: Interpretation System setup Record keeping Handling correspondence Garnishment payments

27 Flexibility & Scale to Meet Your Business Requirements Managed Payroll Services Pay Inputs Pay Calc Audit Review Confirm Complete Payroll Settlement Taxes Garnishments Time Earnings Deductions Gross to Net Assigned Workday Payroll Specialist: Daily customer support Assist with your payroll questions Workday support Direct Deposit Printing Checks Payroll Funding Assigned Workday Tax Specialist: Tax Deposits Tax Filings Tax Reconciliation Assigned Workday Garnishment Specialist: Interpretation System setup Record keeping Handling correspondence Garnishment payments

28 Flexibility & Scale to Meet Your Business Requirements Payroll Settlement Pay Inputs Pay Calc Audit Review Confirm Complete Payroll Settlement Taxes Garnishments Time Earnings Deductions Gross to Net Assigned Workday Payroll Specialist: Daily customer support Assist with your payroll questions Workday support Direct Deposit Printing Checks Payroll Funding Assigned Workday Tax Specialist: Tax Deposits Tax Filings Tax Reconciliation Assigned Workday Garnishment Specialist: Interpretation System setup Record keeping Handling correspondence Garnishment payments

29 Payroll Services Flexible, tiered outsourcing services to best suit the needs of your organization. I N - A P P L I C A T I O N S O L U T I O N Dedicated Workday payroll specialist Defined security role Governance, auditability and control Flexibility S E R V I C E S C A N I N C L U D E : Check printing and fulfillment Upload Positive Pay File/ACH Files Treasury Management *Maintenance of Earnings & Deduction Codes *Payroll Testing Through Workday Updates *Administration of Workday Payroll Environment *dependent on the service level your company chooses

30 Payroll Tax Services Let OneSource Virtual manage payroll taxes for your business, making sure that mistakes are minimized and you stay in compliance I N - A P P L I C A T I O N S O L U T I O N Dedicated Tax specialist Expertise in employer payroll tax best practices Maximum transparency, control and audit ability Improved Efficiencies S E R V I C E S I N C L U D E : Preparation of Federal and Provincial tax filings and deposits Canadian Revenue Agency deposits and filings T4/RL-1 Filings Setup of new tax jurisdictions Response to agency inquiries Annual tax reconciliations

31 Garnishment Services Efficient and economical, OneSource Virtual s wage garnishment services reduce the risk of penalties by managing the wage garnishment process from receipt through termination. I N - A P P L I C A T I O N S O L U T I O N Dedicated Garnishment specialist Expertise in wage garnishment practices Flexible service levels Maximum transparency, control and audit ability Improved Efficiencies S E R V I C E S C A N I N C L U D E : Bankruptcies, support orders, creditor garnishments, tax levies *Order Setup *Related correspondence and document retention Timely disbursement of payments *dependent on the service level your company chooses

32 OSV Services Team Delivery OneSource Virtual s Workday Experts serve as an extension of your operating team, from account management and project coordination to process advisors and payroll tax consultants. C U S T O M E R S U C C E S S M A N A G E R Account management Manages deliverables and service agreements Coordinates future service projects A S S I G N E D S E R V I C E S S P E C I A L I S T Benefits Payroll Tax Garnishment Admin Production Support (AMS)

33 T R A I N I N G

34 O N E S O U R C E V I R T U A L E D U C A T I O N A L S E R V I C E S Payroll Processing Course Duration: Three days, eight hours per day Location: Dallas training facility or on-site available with a minimum of eight attendees Also available via Virtual WebEx, over four days, six hours per day Cost: $1950 per student Recommended Audience: All customers who are using or will be using the OSV Pay Cycle Event. Payroll Process-ing teaches customers how to perform payroll tasks in the context of OSV s Pay Cycle Event and explains how the Event is supported by the Workday Payroll Framework. Description: The OSV Payroll Processing course provides customers using the OneSource Payroll System with the knowledge and hands-on experience needed to process their own company s payroll data. YOU WILL LEARN: This course begins by ensuring you have the skills to successfully navigate through the Workday Payroll System, and then takes you step-by-step through the OSV Pay Cycle event utilizing a combination of lectures, demonstrations and hands-on exercises. You will learn how to build EIBs relevant to payroll, how to execute compulsory payroll, and to execute steps as well as optional steps, such as prenote and retro. You will also learn how to use payroll reports and how to balance them against the OSV Funding Portal. Learn more about this course by ing training@onesourcevirtual.com

35 O N E S O U R C E V I R T U A L E D U C A T I O N A L S E R V I C E S Canadian Payroll Processing Course Duration: One day, four hours Location: Virtual WebEx Cost: $600 per student Recommended Audience: Customers who process payroll for employees in Canada and have completed the OSV Payroll Processing Course Description: This four-hour web-based course reviews and demonstrates the steps of the Pay Cycle Event, with a look into the differences specific to Canadian customers. YOU WILL LEARN: How to add worker tax elections as they related to Canadian tax withholding rules How to configure worker Federal and Provincial tax elections About supported and unsupported retro events and retro process steps Canadian payroll reference numbers How to use payroll reports, including ROE reports And more! Learn more about this course by ing training@onesourcevirtual.com

36 W H O T O C O N T A C T

37 Who to Contact for Next Steps Beatrice Nathan Directrice de comptes, Account Executive

38 Q U E S T I O N S & A N S W E R S

39 Q&A Panel Beatrice Nathan Directrice de comptes, Account Executive Mike Gorkowski Regional Sales Director Northeast U.S. and Eastern Canada Kelley Trammell Solution Consultant Please click the raise hand icon found in the upper right corner Mindy Bogan and Holly Anderson Global Tax Specialists

40 Recording: OneSource Virtual Customer Center Site or by Request

41 Upcoming Webinars: Workday Recruiting, March 8 A Prescription for Success: Workday Benefits and OneSource Virtual Services, March 23 A Holistic Solution: Workday Payroll and OneSource Virtual Services, U.S., March 30 Health Check, April 6

42 Thank you for your participation in our webinar today! Merci!