Meeting the Challenge of PEO/ASO Client Accounting in HRPyramid

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1 TRAINING COURSES Monday, October 21 Meeting the Challenge of PEO/ASO Client Accounting in HRPyramid October 21, :00 am 12:00 pm Robert Clarke Topics Covered This class is designed to give you a better understanding of how to interpret your client s accounting needs and translate it into an accounting download or report that will provide them the information they need. You will have a better understanding of how HRPyramid uses information stored in the database to appropriately assign the client s G/L accounts to get the desired results. You will also be able to know when a client s chart of accounts setup may not work with the HRPyramid data structure. Topics covered include: Benefits of Attending How to interpret from your client s chart of accounts, the necessary structure to enter the account numbers in the set up screens. Where, in HRPyramid, the system is getting the data to assign the G/L accounts numbers and how those affect the resulting report or download file. The use of wildcards, in the PEO Client Accounting, and prefix/suffix in the ASO Client Accounting and how you can use those tools to create the results needed for more complicated chart of account structures. New in the latest releases of HRPyramid are functionalities to use non- billing accounting items in PEO Client Accounting and bill codes in ASO Client Accounting. We will review how these new functions will enhance the output from what created in the past. Finally, we will cover the reports and downloads that can be created to send to your clients. By attending this session you will come away with a better understanding of how to interpret your client s accounting needs and translate that into an accounting download or report that will provide them the information they need. You will have a better understanding of how HRPyramid uses information stored in the database to appropriately assign the client s G/L accounts to get the desired results. You will also be able to know when a client s chart of accounts setup may not work with the HRPyramid data structure. Target Audience or Pre- requisites Those attending this session should have a basic understanding of the HRPyramid payroll process. They should also be familiar with company setup; including the use of divisions, departments, locations, and projects. This session will be at an intermediate level. This session should be attended by users who have the responsibility for setting up the client or processing their payrolls, including Payroll Managers, Accountants, Controllers, and CFO s or any person involved in setting client accounting.

2 Payroll Processing and Garnishments October 21, :00 am 12:00 pm Harold Hildebrant & Cheryl Petlichkoff This training class covers payroll processing knowledge and extensive garnishment training. Topics Covered Payroll Process: Custom Feature Codes Importing payroll spreadsheets Entering and processing a payroll FLSA Rule sets Unions Certified Reporting Options Electronic payroll approval Cutback checks for deductions Garnishments: Types of garnishments State Rule Setup Entering garnishments New feature codes ACH Processing of payments Consolidated garnishment check processing Voiding a garnishment check Refunding garnishment money to employee Electronic Friend of the Court orders Benefits of Attending After attending this class attendees will have the knowledge of setting up a payroll import for PEO or Client to upload on the web. They will know and understand how the garnishment module works and the order of withholdings. They will be able set up a deduction for an employee and then cut a check back to a vendor. Target Audience or Pre- Requisites The attendees should have basic knowledge of: Payroll Processing Garnishments Excel Information will be provided for PEO/ASO to receive Friend of the Court orders electronically

3 Tips, Tricks and Training for the Advanced Benefit User October 21, :00 am 12:00 pm Nicole Robertson & Gaye Roe Our specialists will review the process that HRPyramid uses to create benefit transactions and how these transactions/plans are set up, processed, and reported. Users will gain in- depth knowledge of the benefits module options and functionality, and learn about new features available in the latest release of HRPyramid. Level: Intermediate Who should attend? Benefits Managers, and all others who work with the benefits module, and need a more detailed understanding of how the system works and what is offered. Topics Covered Retirement o Auto enroll o Eligibility, match and deferral o Limits for deferral, funding, and compensation o Match rules, types of matches, safe harbor etc. o IRA s, other types of plans o Additional match, Retirement adjustments, other deductions Custom Feature Codes New options Vacation vouchers, getting benefits to be correct F6 options on the Payroll batch record Importing group benefit o Enrollments o Company benefits o Benefit rules o HSA and FSA match amounts Voluntary deductions with tables, o How setting up deduction codes that contain tables o How they effects the W2 reporting of benefits Benefits deduction sequencing, deductions are reduced in a particular order. Benefit adjustments Utilities/tools Group term life calculations What s new o Company benefits, fringe pay code o + More!

4 Employee Onboarding October 21, :00 am 12:00 pm Keith Knowles Faneuil Learn how to set up and manage an effective online employee onboarding process using HRPyramid's Employee Onboarding system (formerly known as OnHRP). Topics covered include: How to setup new hire forms and actions. All required and criteria- triggered forms and actions are pre- loaded to eliminate errors. OnHRP includes Government forms (I- 9, W- 4, State & local withholding), eligible benefits and custom forms, client- specific documents and direct deposit. How to use set up and use OnHRP to onboard a new client. How to accommodate multiple onboarding processes with varying workflows and manage the distribution of new employee orientation packs specific to job level and department or division. How to manage company specific documents and collect and track all new hire data to easily produce compliance reports. How to seamlessly integrate OnHRP benefits within onboarding workflows. Setting up benefit templates will be covered in the Benefits Enrollment training session (Oct. 21, 1pm- 4pm). Who Should Attend This Training: This class is designed for anyone responsible for entering new hires, as well as those involved in the employee onboarding process. Informer 101: Informer as an Effective Reporting Solution for your HRPyramid Data October 21, :00 am 12:00 pm Robin Lamb, Entrinsik, and Davison Staff Level: Beginner Come join us while we discuss the most effective ways to use Informer to extract the data you need from HRPyramid and put it in a format that is easy to use and visualize. There will be a panel of specialist discussing using Informer specifically with the HRPyramid data and specific client requirements. This session will give everyone the opportunity to see how other companies are using Informer with HRPyramid to enhance their reporting capabilities. Prerequisites This is a beginner s class. Attendees do not need any previous knowledge of Informer.

5 Informer 201: Lab: Building Reports and Creating Dashboards in Informer October 21, :00 pm 4:00 pm Chris Reeves, Entrinsik, and Davison Staff Level: Intermediate This will be a hands- on session using Informer to extract your HRPyramid data and transform it into useful reports and creative visualizations. Be ready to login to our test Informer instance and start building some reports, create some calculated columns, and design some useful dashboards. Note this is an interactive lab, and attendees are expected to bring a laptop. Prerequisites Attendees are required to have basic knowledge of Informer, including having used the Informer system in the past or participating in the Informer 101 class earlier this day (Oct. 21, 9am- 12pm). Benefits Enrollment October 21, :00 pm 4:00 pm Keith Knowles Salon D Learn how to set up and manage HRPyramid's online Benefits Enrollment (previously known as OnHRP) to reduce administrative tasks and eliminate paper- based processes. Topics covered include: How to fully automate the HRPyramid benefit enrollment process to enable employees to select their group benefits and FSA enrollment choices online, including health insurance, and flex options. Setup your system to allow your employees to review plan details and enroll using a fast, step by step process. How to setup all relevant benefits enrollment information. Learn how existing benefits and eligibility data is fed automatically from HRPyramid to the Benefits Enrollment system. Learn how to review data and statistics about employees' enrollment activity through dashboard views and flexible reporting capabilities. How to create and use customized templates to embed graphics, files, videos and anything else you can link in HTML. Learn setup tips to accommodate multiple enrollment processes with varying eligibility rules for specific benefit options. How to manage through the confluence of plan year transitions, open enrollment and newly eligible benefits enrollment. Who Should Attend This Training: Anyone who assists in the setup and administration of employee benefits enrollment and uses - or plans to use HRPyramid s online Benefits Enrollment system in the future - should take this course.

6 W2 and Year End Processing October 21, :00 pm 4:00 pm Robert Clarke & Phyllis Fair This HRP session covers preparing for Year- End W2 processing and Taxes. Topics Covered This session is designed to assist customers with W2 Processing, balancing Year- End tax reports to the W2 s, and reviewing Year- End tax reports for accuracy. Topics covered include: Initializing Employee W- 2 Forms Reporting W- 2 Boxes, including Benefits Balancing and auditing W- 2s Making adjustments to W- 2s Ordering W- 2 forms Printing and aligning W- 2 forms W- 2s on HRPyramid Web Edition ESS W2 lock- out options Creating EFW2 Files Adjusting FUTA and the Federal 940 Credit Reviewing Year- End tax reports Benefits of Attending When attendees leave this session, they will have knowledge on how to process W- 2s within HRPyramid and reviewing time and attendance reports for accuracy. Users will also learn how to go back and recalculate FUTA and setup override rates. Target Audience or Pre- Requisites Attendees should have intermediate or advance knowledge of the following: W- 2 Regulations and requirements EFW2 Regulations and requirements FUTA Credit calculations and the 940 Tax Reporting for payroll taxes

7 Working with Paid Time Off Policies October 21, :00 pm 4:00 pm Nicole Robertson & Gaye Roe The process of converting a client's paid time off plan to electronic form, particularly if the client has relied on manual or spreadsheet calculations in the past, is a common challenge all PEOs wrestle with. This class will guide you through the process of setting up and administering your client s PTO plans. During the discussion, we will review various PTO scenarios and address specific concerns regarding PTO setup and administration. Level: Beginner Topics covered include: Plan Setup Auto Enrolling Making Manual Adjustments Importing Adjustments How to Make Corrections When Things Go Wrong Questions and Answers- addressing specific scenarios that the attendees provide Who Should Attend This Training Class: Anyone who assists in the setup and administration of client absence benefit plans should take this course. This may include CFO s, Payroll Managers, Payroll Specialists, and Benefit Managers. TRAINING COURSES Thursday, October 24 HRPyramid Vision Training October 24, :00 am 12:00 pm Adam VanBeek This will be the first training session offered for this evolutionary new version of HRPyramid! Learning to use HRPyramid is like learning to ride a bike. Upgrading to HRP Vision will be like upgrading your bike to a new Tour De France race bike. It may look different and feel slightly uncomfortable at first, but you'll soon be attacking your payroll "mountains" with ease on this new version of HRP. Topics to be covered: System Architecture o In this section we'll look at how HRP Vision is architected from a technical perspective including a review of the new technology stack. This will be the most technical topic covered but will be presented in a way understandable to a non- technical audience.

8 User Interface o Although everything under the covers will be familiar to long- time HRP users, the most striking difference with HRP Vision is the new browser- based user interface. Here you will learn how to navigate HRP Vision using either the new menu system or search- based navigation method. We will also cover the range of keyboard options available and how to interact with the new web forms for entering and editing HRP data. Role- based User Setup o HRP Vision was designed to be a single "vision" platform. That is, the same interface applies to both internal and external (client worksite) users. In this section we will cover the new roles- based methodology for configuring user access to system features. Data Security o Here we will cover the data security model used to limit the access of external users to specific data sets. Payroll Workbench o "Payroll Workbench" is the next generation of the tried and true "Super Batch". This section will provide an in- depth look at the new graphical and highly intuitive interface designed specifically to maximize your payroll processors productivity. Time Sheet Entry o Here we look in- depth at the new HRP Vision time sheet entry form. While the best features of our traditional batch time sheet entry screen have been retained, a number of exciting new features have been incorporated into the new form and these will be covered in detail here. Reporting o This section will cover the range of reporting options available in HRP Vision including the new browser- based report delivery system, which will greatly expand the inventory of reports available to external users. Employee Self- Service o The Employee Self- Service has been re- written from the ground up using the latest web technology available resulting in a much more modern and intuitive user interface. This section will provide an overview of the new interface as well as explore new user- configurable options. New Features o All of the currently relevant functionality of HRPyramid has been retained in the HRP Vision platform. In addition we've taken advantage of the new technology platform to enable the delivery of some exciting new features such as analytics and process workflow. Several new application modules are being introduced with HRP Vision as well. This section will highlight most of these new features. Upgrading to HRP Vision o An overview of the process for upgrading will be included in this section. Who Should Take this Training This training class is appropriate for all customer types (cloud and on- premise) and all levels.

9 Make Connections with HRPyramid s API October 24, :00 pm 4:00 pm Ben Souther In this training session we will get into the nuts and bolts of programming to, configuring and securing the HRP Open API. Configuration and Security o Understanding HRP's fine grained security model for granting external applications access to the underlying data and business logic in HRP Web Service protocols o Learn what protocols (SOAP, REST) and what data exchange formats (XML, JSON) are supported by the HRP API. Understanding the HRP Data Model o Attendees will gain a good understanding of the data model's hierarchy and how to tune web service requests to insure that web service requests return the correct amount of information needed for their specific operations. Synchronization and Monitoring o Learn how to monitor activity in HRP in order to keep your external application in sync. Learn how your application can register with HRP to be kept informed of data changes such as employee address changes, pay rate changes etc. Operations o Learn what things can be added and changed within HRP by your application via web services while still relying on the validation and business rules built into HRP. Looking forward o This is an opportunity to help shape the direction of HRP's open API. By communicating, one on one, with the FWDCO engineering staff, you will be able to let us know what your needs and future expectations are for HRP's API. Benefits of Attending This class covers the new, third generation of the web service API for HRP. This version is a radical overhaul from previous versions and offers much more access to the data and business functionality inside HRP. Attendees will leave with a firm understanding of the capabilities of HRP's API as well as clear path for integrating their own applications with HRP. Target Audience / Pre- Requisites

10 This class dives deep into the nuts & bolts of HRP's open API. While it may be interesting to high level managers and decision makers, it is primarily aimed toward software developers with an understanding of SOAP (Simple Object Access Protocol) and REST based web services, XML and JSON.

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