One System. Infinite Possibilities. Service Bureau Partner Program Overview

Transcription

1 One System. Infinite Possibilities. Service Bureau Partner Program Overview

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3 Increase Your Exposure in the SMB HRIS Market InfinityHR is committed to the success of our channel partner community. Join the InfinityHR Partner Program and gain access to the tools and resources you need to sell, implement, and service your HRIS/Payroll clients. The modules included within this solution are: Benefits Management, Time & Labor Management (TLM), Applicant Tracking (ATS), and Performance Management (PM). Other additional features available are: Middleware Application, Workflows, Reporting and Electronic Data Interchange (EDI). As an InfinityHR channel partner, you will find extensive training and certifications offered for many segments of your company. Choose from one of our three programs that best suits your company s business model. There are three levels of partnership in the InfinityHR Partner Program: Sales Partner This tier is designed for partners who are only focused on selling the InfinityHR HRIS suite of solutions. Sales Partners will receive training, certification and marketing materials to best deliver the InfinityHR solution. Sales & Implementation Partner This tier is aimed at partners who wish to enjoy the benefits of selling and implementing the InfinityHR HRIS suite of solutions. Partners will go through a series of Sales and System trainings and then are rewarded with certification of the program. Sales, Implementation & Servicing Partner This tier is targeted towards partners who are committed to selling, implementing and servicing their clients on the InfinityHR HRIS solution. Partners will go through training and certification benefits included in the first two levels of partnership and in addition will receive dedicated account and service support. Partner Benefits Access to Tools & Resources Receive access to our Partner Portal, which features marketing material, release updates, upcoming webinars and more. Accreditation Leverage a partner logo that indicates you are a certified partner of InfinityHR. Product Differentiation Separate your solution from the rest by participating in the InfinityHR Partner Competency Certification Program. 1

4 Partner Program Benefits and Components The program is structured in progressive tiers according to partner status. All benefits/ requirements are subject to change without notice. Partner Program and Components Sales Sales & Implementation Sales, Implementation & Servicing Sales Sales Partner Certification Online access to demo copy of the InfinityHR System Sales tools, needs analysis, marketing materials Sales support - remote assistance with sales presentations and product demos Sales and Implementation/Servicing Partner Certification Access to pre-sales support Training & Certification System Intro Training (SIT - high-level overview of portals and system modules. (5) hour session) Enterprise, Admin and Employee Portal overview, Core Modules overview (Benefits Management, Time & Labor Management, Applicant Tracking, Performance Management, Time Off, Workflows, Reports, Exports) CoreHR Training and Certification (2.5 day training session) Enterprise, Admin and Employee Portal training, Benefits Management, Implementation Overview, Middleware Overview, Workflows and Reports Training Integrated Service Management (EDI Partner Track) Time & Labor Management Training and Certification (.5 day session) Applicant Tracking Training and Certification (.5 day session) Performance Management Training and Certification (.5 day session) Advanced Reporting /Advanced Workflows Implementation Engagement agreements (project data gathering) Project kick-off and planning (review questionnaire, scope, expectations) Project management of client migration 2

5 Partner Program Benefits and Components Continued Partner Program and Components Sales Sales & Implementation Sales, Implementation & Servicing Implementation (Continued) Data import services (data structure, audit and initial upload) Migration testing Electronic data integration (initial 3 files per Client included) Transition (completion of client migration to servicing) Dedicated Channel Partner Account Manager Biweekly Communications Contract Support Partner Analysis Onboarding Support Strategic/Escalation Support Quarterly Webinars Dedicated Service Account Support and phone support Day-to-day inquiries System issue resolution Software support Professional Services Train-the-trainer (Partner Admins - BM, TLM, ATS, PM) System Intro Training (SIT) Session 1: Enterprise Portal (30 minutes) Overview of 3 levels of system access Granting access and permissions Adding enterprise accounts Session 2: Admin Portal (1 hour) Accessing system, employee demo data, tickets, accessing events, reports 3

6 Partner Program Benefits and Components Continued Partner Program and Components System Intro Training (SIT) Training Continued Session 3: Employee Portal (1 hour) Module configuration pertaining to the employee experience Session 4: Core Modules (2 hours total - 15 minute segments) Benefits Management, Time & Labor Management (TLM), Applicant Tracking System (ATS), Performance Management (PM), Time Off, Workflows, Reports, Exports Session 5: Middleware Overview (optional - 30 minutes) Review of sync process between payroll and InfinityHR Sales Sales & Implementation Sales, Implementation & Servicing Partner Portal As a Service Bureau Partner you will have access to our Partner Portal. In the portal you will find service pack announcements, news, program updates, marketing materials and more. 4

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