HR & payroll software portfolio. consulting software solutions

Transcription

1 HR & payroll software portfolio consulting software solutions

2 01 Our company About Welcome to Access Select. We are dedicated to the development and support of people-based, organisation-wide software solutions. Access Select With over fifteen years experience in the software market, you can rely on us to deliver a solution that s simple, proven and relevant to your sector. As part of the Access software portfolio, our HR and payroll solutions combine the best available technology and development standards to give you powerful functionality and unlimited capacity for growth. Whether you are looking for standalone HR or payroll or integrated HR, payroll and online recruitment, we have the right solution for you. 02

3 Our solutions We provide two fully integrated software packages, SelectHR and SelectPay. Both are modular, giving you the freedom to add functionality as your needs change and scalable, to support your future growth. Tailored to your needs As both a business-focused consultancy and a specialist software developer, we can deliver a solution that s exactly right for you and your business. Read about our implementation methodology on p4. Organisation-wide solutions As part of the Access software family, you can choose to extend your HR and payroll solution to cover your complete range of business and financial processes. Find out more about our software portfolio on p16. Legislation & accreditation For peace of mind, SelectHR and SelectPay are regularly re-tested against legislative requirements and upgrades made available to you at no extra cost. We are also a Microsoft Gold Partner, meaning that our solutions have received the highest level of accreditation for implementation of Microsoft technologies. Contents Services & support 4 SelectHR 6 HR administration 7 Recruitment & selection 8 Learning & development 8 Self-service 9 Workflow 10 Document management 10 Business intelligence 11 System configurability 11 SelectPay 12 Paytypes & deductions 13 Statutory requirements 13 Electronic submission 14 Integrated timesheets 14 Reporting & analysis 15 Employee records 15 Extend your solution 16 We have been impressed by the professionalism and experience offered by Access Select and I am sure they will greatly enhance our HR operations. Jackie Evans Reading Football Club 03

4 Software is a vital tool for your business, but we believe that the right partner is the most valuable element of any software change. 02 Services & support Services & support We provide advice, assistance and ongoing support to ensure a smooth implementation and maximum return on investment. Our consultants are expert in implementation and adept at pinpointing the challenges and opportunities that a change of system will bring. Every one of them can tune your HR and payroll solution to meet your requirements and will support you and your business as you take this important step forward. 04

5 Phase 1 - pre-project planning Assign consultant Phase 2 - configure & install Installation of software & data mapping Phase 3 - training Pilot test with user group Phase 4 - support Assign Account Manager I couldn t speak more highly of the helpdesk. They are helpful, friendly and understanding - very impressive to deal with. David Gayler St Barnabas House Establish requirements, deadlines Identify reporting & security requirements User training on site Helpdesk, personal & remote support Determine approach Cleanse data & convert Supply support documents & workbooks Optional user groups & training Our approach: all Access Select software implementations include the four phases highlighted above - each can be tailored to ensure you gain maximum return on investment. Project management We know that what s right for one business isn t necessarily the best for another. This is why we offer three levels of implementation, allowing you to choose the approach that best suits your needs. However large or small, each project follows four key phases, based on a methodology which is designed to ensure a clear understanding of the scope, timescales, responsibilities and objectives of any project. Post-implementation support We look to develop long-term relationships with you to ensure we continue to understand your organisation s needs as they change. Following your implementation, we will assign an Account Manager who will help you make the most of your new solution and advise you of new developments and help you with project suggestions, licencing, training and consultancy. Upgrades We invest heavily in the ongoing development of our products and want to ensure you benefit from this by receiving the best available tools and features. As part of our annual maintenance program, you will receive our latest software updates and maximise the benefits of our ongoing product investment. User groups We believe our customers should be able to interact easily with other organisations in our User community and get great benefit from doing so. As a customer, you will be invited to attend the Regional User Group meetings. These forums are held regularly and provide an excellent opportunity to share best practice and network with peers. You will also receive newsletters containing useful information and updates. Helpdesk support General assistance and technical support is provided by highly experienced people who understand your needs. Support is provided by telephone, or through remote access. Services & support 05

6 Available standalone or fully integrated with SelectPay, SelectHR will support you through every aspect of the employee lifecycle. 03 SelectHR SelectHR By providing tools not only for your HR team but also for your applicants, employees and decision-makers, we aim to streamline the communication, collection and analysis of information across your entire business. Entirely browser-based, this.net solution provides powerful functionality including: workflow, self-service and learning & development and will fit with your own processes and ways of working. However you use SelectHR, we re confident you ll be met with flexible and powerful systems that will make your HR operations more efficient. 06

7 Recruitment Create & manage vacancies Monitor success, cost & compliance (inc. diversity, work permits) Self-service Holiday & planned absence requests Requests for training Information Management Organisational structures (inc. multi-level, turnover) Document Management (inc. search, scan, forward) Learning & Development Resource Management (inc. skills management) Training needs analysis HR Administration Absence Management Disciplinary & Grievance (inc. stage tracking & docs) Access has developed a College Version of their product which demonstrates to me a strong commitment to further education and their client base compared with other systems. Sam Horler Lambeth College Bulk correspondence creation Online appraisals (inc. competency models) Board pack reporting Training course administration (inc. online booking) Role & Benefits (inc. fleet, salary, pension) Update to payroll Business forms (inc. return to work and exit interviews) KPI analysis Competency Benchmarking Health & Safety (inc. accident reporting and medicals) Workflow in SelectHR: powerful features are linked by customisable workflows, enabling us to create an HR solution that meets your exact needs. HR administration SelectHR enables you to hold all employee information in one place. This ensures that it can be accessed quickly and that you can report on any aspect of it. For example, you can report on the following: Personal details (including diversity, work permits, employment checks) Job and salary history (including multiple jobs, salary scales, bands) Employment details (including exit interviews and terms & conditions) Disciplinary and grievance (including stage tracking and documents) Skills and competencies (linked with training and appraisals) Absence and holidays (including work patterns, LOS, part-time calculations) Health & safety (including accident reporting and medicals) Benefits, pension, fleet management, P11D Salary modelling Organisation structure (including multi-level, headcounts, turnover). New starters Optional integration with SelectPay further simplifies the administrative process. For example, on receiving instructions from HR for a new starter, the employees details are transferred and their previous pay information (P45, P46) entered as part of a process by your payroll team. Updating details Your HR department can also update employee details (for example, names, addresses, bank details and salary changes) from within SelectHR. For security, new employee data and update requests are automatically placed into a holding pen for authorisation by your payroll team. If these changes are rejected for any reason, then your HR team will receive automatic notification so that they can make the required amendments. SelectHR 07

8 Select has saved a phenomenal amount of paperwork and data entry it has become second nature to everyone here! Joan Wixey Cripps Harries Hall LLP Recruitment and selection: SelectHR enables you to plan, manage and execute your recruitment campaigns and easily monitor their success and costs. Recruitment and selection Whether recruitment is largely HRowned or devolved to managers, we have the tools to accelerate and simplify the entire process for you. Vacancies can be requested, authorised and created with ease using workflows to guide users through your processes. Should you choose to maximise the technology, vacancies can be automatically uploaded to your website so applicants can apply online, thereby saving you time, money and resource. Smooth transition for successful candidates is achieved through preemployment checks, reminders and notifications. Terms and conditions, salary and job details, pre-calculated holiday entitlement and any other information can be used to automatically create offer letters and contracts. Our recruitment tools will help you to: Create vacancies Manage the hire process Enable applicants to apply online Provide web access for agencies Monitor success, cost and equal opportunities Generate bulk correspondence by post or . Learning and development SelectHR addresses the important areas of training, learning and development and performance management. As these areas impact each other, our solution brings them together to ensure that you are able to monitor activities and maximise the knowledge of your employees needs and abilities. Our training module holds details of employees training needs and a history of activities they have completed. Tools are provided for scheduling courses, bulk booking, cancellations and the generation of correspondence, as well as analysis of costs, attendance and effectiveness. The learning and development functionality includes: Training course administration Online booking CPD (caters for any scheme membership) Microsoft Outlook Calendar integration Online appraisals (including competency models) NVQs Skills search and management. 08

9 We were extremely keen from the outset to maximise the use of SelectHR... Project Planning helped us focus on how to do this. Andy Bragg Warwickshire College Self-service: browser-based self-service displays information that is personal to each member of staff and presents it in a way that s instantly understood. Self-service HR systems no longer have to be standalone storage areas for information that can only be accessed by HR staff. Today s technology enables us to re-engineer our HR processes and share information across our organisations. With staff able to provide their personal data online, access their own documents, payslips, P60s, request leave and training and prepare for their appraisals, HR are left with the time and information to influence strategic change. Self-service also helps with learning and development, enabling your staff to check courses that are on offer, request attendance, log their own training activities and CPD. For example, managers accessing selfservice can see key performance indicators relating to their department s turnover, sickness, headcount or budget spend, while employees can see how much holiday they have remaining, record absence, request training; it s up to you! Just some of the many self-service specific processes we offer include: Holiday/planned absence request and authorisation Training request and authorisation Online appraisals Sickness self-certification Online forms, such as return to work or exit interview. Personalised view As SelectHR is browser based, you can choose to give access to anyone in your organisation, Security options enable you to specify what you want them to be able to see and do. SelectHR can be personalised to give each type of user the information and options that are relevant to them. SelectHR 09

10 We can honestly say that having meaningful turnover and absence reports has certainly assisted us in relation to our recruitment and absence management strategy. Paula Hilton Community Integrated Care (CIC) Workflow designer: SelectHR enables you to tailor workflows, dashboards and add fields to ensure that your solution fits perfectly with your ways of working. Workflow SelectHR s workflow tools allow you to build processes into the system to cater for activities such as adding new employees, booking and approving holiday etc. Many of these workflows are provided as standard, however, you have the flexibility to tailor them to reflect your own processes and to create additional workflows where required. Based upon the new WWF (Windows Workflow Foundation) standard, workflows are quick to visualise and utilise drag and drop technology for maximum ease of use. Workflow is an excellent way of streamlining many of the HR-related processes in your organisation, reducing paper flow and informing staff across the organisation of events relevant to them. Some of the standard workflows we offer include: Document management The document management features in SelectHR allow you to upload and store documents against employees or any other part of the system. Documents can be searched for using a number of different criteria or located based on their content. Some of the search facilities we offer include: Search CVs by keywords (applicants and employees) Search for documents by category Search by author, date range or any other meta data Locate documents for an individual Locate documents by content Hold non-employee specific documents such as policies and job descriptions. Holiday requests Training requests Vacancy creation requests Self certification New employee processes Online appraisals. 10

11 I am not a techy, so it s great to know that you can design your own dashboard with all the information you need in a matter of minutes. It really is that easy! Chris Davies A J Bell Business intelligence: configurable web-based dashboards provide decision-makers with immediate views on information held anywhere in the system. Business intelligence One of the key drivers in the design of our HR software has been t0 deliver timely, relevant information directly to those who need it. In addition to the extensive suite of standard reports, such as turnover, headcount, absence analysis, training needs and recruitment analysis, we provide the ability to create dashboards and for these to be made available to relevant users. Dashboards can include charts, gauges, listings and slideshows, as well as information from external sources on the web (for example, RSS feeds). Ad-hoc reports Integration with Crystal Reports also provides you with a user-friendly report writer, enabling you to create ad-hoc reports on any area of the system as you need them. This ensures further flexibility in case you need information that is not provided in one of the many standard reports. System configurability SelectHR is fully configurable, allowing you to choose how information is presented to specific groups of users and which information they have access to. You can control the content of menus, screens etc, using the tools available in the Administrator module. Even the Administrator itself can be configured for individual users. For example, HR users may be able to produce graphs and reports and publish these for other staff to use, while system administrators may also be allowed to create and modify workflows or menus. Many highly configurable systems are effectively just tool kits with which clients have to effectively build their own system. However, we include a huge array of standard functionality which means you can be up and running very quickly, yet still have the ability to expand the system as your needs change and evolve. SelectHR 11

12 SelectPay simplifies the process of managing peoples pay and provides the analysis you need to align this with your strategic objectives. 04 SelectPay SelectPay Providing straightforward integration with SelectHR and other software in the Access portfolio, SelectPay enables you to operate a highly flexible payroll system, sharing common data in line with your requirements. Powerful functionality means you can handle the most complex payrolls, and being Microsoft SQL-based, supports any number of employees and provides secure access to information. Featuring a host of optional functionality including secure online payslips and CIS, this fully HMRCapproved solution will bring efficiency, ease of use and peace of mind whatever your business or sector. 12

13 Payroll preparation HR Payroll processing Import timesheet or expense information Project costing Payroll process reporting Print pay run summary, exception report & payment schedules Payroll period end processes Run period end We are very pleased with SelectPay. We got a great system, delivered on time and on budget. Tracey Simpson Euro Garages Create employee record Enter absences Print / payslips Print statutory return & generate BACS export file Enter employee standard pay types Review & amend additional pay types & absence Generate payment export files Export costing & nominal data to accounts Check employee information with HMRC Run payroll Connection to other systems; e.g. BACS Payroll workflow: SelectPay links seamlessly with other areas of your business such as SelectHR and financials for efficient, accurate and timely import/export of your critical information. Paytypes & deductions SelectPay provides a comprehensive selection of the most commonly used paytypes and frequencies, as standard. You can create and amend these as required, making it easy to handle fluctuations in staffing levels, for example. Multiple payments and allowances, such as bonuses, can be easily accounted for, and expressed as a weekly or monthly value. Salary increases and deductions are calculated automatically and you can preview the effect any calculation has on net pay at any time. Non-payable paytypes, such as holiday, can be linked to any deductions, quickly showing you the outstanding value of deductions against time accrued. Deductions Multiple deductions, such as season ticket loans, can be activated for specific periods, shut down when the balance is paid and easily reactivated. Payments such as benefits in kind (for example, gift vouchers) can be applied company-wide. Statutory requirements As you d expect, SelectPay covers all your statutory requirements and to make your job more straightforward, calculations, such as Directors Pay, National Insurance (NI) and Student Loans, are handled automatically. Pensions Pensions can be entered as a fixed sum or as a percentage of salary, and AVCs made at any time. COMP and COSR pensions can also be specified and PAYE, NIC and SSP tables are formatted in line with HMRC conventions. A monthly report shows all payments due for PAYE and NI, so you never fall behind on your commitments. P11D processing SelectPay handles all the calculations and reports connected with taxable benefits. For flexibility and ease of use, P11D submissions can be made via the internet as well as traditional printed reports. SelectPay 13

14 Access Select have provided the Fire Fighters Charity with the most costeffective integrated solution to its Human Resources, Payroll and Finance needs. Graham Barnes The Fire Fighters Charity Integrated HR/payroll: the alignment of SelectHR and SelectPay ensures that all your departments use the most recent and accurate data. Here, new starter details are entered into SelectHR for your payroll team to approve... Electronic submission SelectPay includes a wide range of electronic forms as standard, helping you meet HMRC guidelines on electronic submission and to qualify for cash incentives where applicable. Items you can send include: P11D, P14, P35, P45 (1&3) and P46 (car). E-payslips & P60s Using paperless technology, payslips and P60s can be delivered electronically to users around your organisation, in line with your specific routines. The Self-service facility in SelectHR gives employees the freedom to view and print their historical pay information from a secure online portal, further saving time within the payroll department. Construction Industry Scheme (CIS) SelectPay enables further efficiency gains within your payroll department by reducing the manual administration associated with handling sub-contractor payments. Utilising powerful automation technology, calculations, Year End returns and voucher production are carried out automatically and CIS300 reports can be submitted online. Integrated timesheets Dedicated timesheet functionality is provided within SelectHR s Self-service facility. This web-based module provides a very easy way to collect timely, accurate information from across your whole organisation, without duplication of data or effort. Our web-based FocalPoint solution also enables timesheet data to be collected on a self-service basis. Authorised information is sent to SelectPay where salary calculations are carried out automatically. Import of pay data Powerful integration tools mean that information generated in other areas of your business can flow into SelectPay without duplication. So if you currently collect timesheet data via Microsoft Excel or clocking-on systems for example, then you can continue to protect your existing investments while increasing efficiency in payroll processing. Job Costing Optional integration with the Access Dimensions Costing module means NI contributions calculated in SelectPay can update the relevant projects, making it even easier to accurately apportion costs against each job. 14

15 We chose SelectHR because of the many work processes we could automate and the ability to create bespoke reports easily and quickly. Jane McDiarmid Hill Dickinson LLP All in sync:...having received and authorised the new employee details from SelectHR, SelectPay is automatically updated. This process eliminates errors and the need to enter employee information twice. Reporting & analysis SelectPay provides a comprehensive range of reports as standard. Exception reports help you validate your payroll before it s finalised, giving you confidence in your payroll processing. The system retains full details of all payments made, enabling the preparation of comprehensive management reports. Monthly reports, statutory declarations and Year End requirements can all be output to print, screen, spreadsheet or fax for ease of distribution. Update to nominal ledger Weekly and monthly payroll information can be updated to the nominal ledger in full detail or at summary level. This data is easily analysed by department, division and employee, with a full breakdown of pay types and deducti ons if required. Employee records Setting up and maintaining employee records is easy. If not integrating with SelectHR, userfriendly wizards guide you through the process of adding new starters, while tab-style record cards allow you to quickly build up comprehensive employee information. Just some of the data you can add includes: employment history and qualifications, holiday tracking and individual pay components. You can also add a photograph for quick identification of employees. Link to HR Integration with SelectHR enables you and your HR team to stay in sync when maintaining employee information. For example, HR can provide details of new starters, or request changes to employee records. On submission by HR, data is automatically sent to SelectPay for you to review. You can then choose to either approve or reject this information, ensuring you have full control at all times. HR receive instant notification of any rejections, while approved submissions update SelectPay automatically. SelectPay 15

16 In addition to HR and payroll, we provide a comprehensive software portfolio covering a broad range of financial, business and administrative processes. 05 Access software portfolio Extend your solution By extending your solution to include other areas of the Access suite, you will get full visibility over all your business operations, helping you to cut out complexity and increase efficiency. Our solutions are based on our standard software, which is proven in a very wide range of industries. In addition, we have a range of niche solutions to match the challenging requirements of specific market sectors and the industries within them. 16

17 Business efficiency Sales & billing Reporting & analysis Purchasing Project management Staff transactions Stock management Document management SOP Accounting for carbon emissions Purchase requests Service management Expenses & credit cards Stock forecasting Office integration Credit control Reporting & enquiries Purchase order processing CIS Time recording Production CRM Sales ledger Financial reports Purchase ledger Project costing Payroll Stock control Corrections & auditing HR Distribution Cut complexity, increase visibility: as part of the Access portfolio, SelectHR and SelectPay can be easily extended to cover your complete range of business, administrative and financial processes. Management reporting Cut through information overload and see high-level critical data in a format that s right for you. From boardroom basics and business intelligence to analytics and alerts, key information is delivered to your schedule and available on demand - whether you re online, in the office, or using your iphone. Financials & accounting A powerful financial core provides instant access to your essential information, making key tasks such as asset management, budgeting and cash flow forecasting fast and easy. With in-depth reporting and drilldown, comprehensive audit trails and full multi-currency, you have everything you need for informed decision-making. Cash management Automation makes bank reconciliation a breeze while everything from cash collection to payment authorisation is quick and straightforward. Flexible, robust forecasting tools make light work of even the most demanding cash flow scenarios - so you can get away from report production and focus on the bigger picture. CRM & sales automation Manage the full prospect/customer lifecycle, through effective marketing campaigns, field sales, telesales and account management. Tight integration of CRM with all your other business and financial applications enables detailed customer profiling and targeted cross-selling. Visibility of all customer-related data through a single interface combines key information to ensure your staff have all the information they need. Document management Reduce the costs of processing, storing, managing and retrieving your business-critical correspondence. Everything from board packs and purchase invoices to certificates of conformity and graphics can now be scanned, filed, searched and changes tracked from within one secure electronic archive. Digital documents generated by computer need never be printed and can be added automatically to the store, which is password-protected, easily backed up and also accessible via the web. Access Dimensions has reduced the time taken to close our monthly accounts by 50% Sue McDonald Competition Commission Access software portfolio 17

18 I am extremely impressed with our Access solution and have spoken to many Charity organisations that are considering implementing Access Dimensions. Liz Ambekar The Prostate Cancer Charity Workflow forms All your business information can be captured and all your paper-based forms and documents can be duplicated in an on-screen digital form with the layout of your choice. Workflow ensures each form takes a pre-defined path as it moves between your staff and managers for extra information, authorisation and sign-off. Alerts are sent by and SMS to advise if a procedure is delayed, breached or ready to action. Project management & costing Whether you re responsible for scheduling resources or assigning costs, managing income recognition or analysing WIP, you can track every cost at every stage of your project for total clarity on your financial position. Budgets are quick to create and easily flexed, while our easy-touse web-based solution provides efficient capture of project costs, timesheets and expenses for fast and accurate billing. Procurement & supplier management Negotiating prime terms, retaining control over budgets and handling your sub-contractors can all be managed and analysed with speed and accuracy. Purchase requests can be submitted online by remote staff and consolidated centrally to increase your buying power. In-built authorisation workflow ensures that all purchases are budgeted for and approved before hitting your invoice register or purchase ledger. Supplier records keep a lifetime history of what you ve bought and when, providing full analysis by purchase category and type. Sales order processing Full visibility of stock levels, availability, special terms and purchase history speeds order entry. Template orders and repeat billing tools help your sales team add value through up-selling and cross-selling. Flexible account statuses and multiple authorisation levels ensure every order is validated. Picking routines assist packing and costeffective route management. All orders are tracked from initial entry, from estimate or pro forma through to delivery and sign off. Credit control Fully integrated credit control empowers your staff to reduce debtor days and increase cash flow. Role-based debt allocations coupled with automated reminders ensure the right action is taken at the right time. Payment promises are immediately visible, and debtors who breach their credit limit are tracked and analysed. While on the phone, staff can drill down to source documents such as invoices and statements and them direct from the system for onthe-spot resolution. Inventory & stock control With multi-dimensional analysis, visual stock planning and full integration to CRM, the internet and ordering, you have instant visibility of your current and future, physical and free stock position. Landed costs, bills of materials and integration to your nominal ledger provide effortless, up-to-the-minute valuations, using FIFO, standard cost and weighted average cost methods. 18

19 Manufacturing & production From bill of materials through to full supply chain management, we have flexible manufacturing functionality to suit you. Tight integration across every part of your business - from purchasing and stock to job costing and works orders - provides you with the visibility you need to manage profitable production runs. Orders are progressed intelligently, taking into account variations, resources and labour, and closely tracked by contract, budget and batch. With optional modules including full MRPII, finite production scheduling and wastage tracking, you spend less time chasing progress and more time balancing capacity with demand. Service & contract management From invoicing renewals and managing complex schedules to tracking outstanding jobs, raising quotations and providing call support - you have complete control of your service contracts. Online customer self-service saves manual processing, speeding the availability and analysis of information. You can now ensure that your engineers are appropriately matched to jobs and that chargeable work is accurately billed for. The key factor in choosing Access was their fully integrated service management solution. We wanted a user-friendly system that we could trust and would grow with our business. Stephen Tate Copy IT Digital Solutions more To find out more about our consulting, software and solutions, telephone us on or info@theaccessgroup.com Alternatively, visit the Access web site at where you can download further information such as brochures, info guides and customer case studies. We look forward to helping you achieve complete business clarity. Access software portfolio 19

20 Winner: Green I.T. Awards - Environmental Accounting Software of the Year 2010 Winner: Mid-Tier Software Package - Accountancy Age 2009 Winner: Green Software Provider of the Year - Sift Media Business Software Satisfaction Awards 2009 Access Select 71 New Dover Road Canterbury, Kent CT1 3DZ, United Kingdom T F E info@theaccessgroup.com Access UK The Old School, Stratford St. Mary Colchester, Essex CO7 6LZ, United Kingdom T T F E info@theaccessgroup.com Winner: Construction Accounting Software of the Year - Construction Computing Awards 2009 Winner: IT in Manufacturing - Manufacturer of the Year Awards 2009 Access has been a Certified Gold Partner since 2002 Access Ireland Plaza 212 Blanchardstown Corporate Park 2 Blanchardstown, Dublin 15, Ireland T +353 (1) F +353 (1) E info@theaccessgroup.ie Access SelectPay conforms to the highest level of HMRC accreditation consulting software solutions Access E&OE.