Using Process Modeling to Improve Payroll (and other HR) Performance Metrics

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1 Using Process Modeling to Improve Payroll (and other HR) Performance Metrics Presented by: Roger A. Smith, CPP Payroll Management Consultant PayrollProf.com com October 11, 2012 Roger A. Smith, CPP 1

2 About Our Speaker Roger A. Smith, CPP CPP status since 1988 Founder of PayrollProf.com Currently a Vice President of the APA Chair of Emerging Technologies Sub-Committee of Strategic Payroll Leadership Task Force 2001 APA Payroll Man of the Year Roger A. Smith, CPP 2

3 Brought to you by: Roger A. Smith, CPP 3

4 RCH Credits Pending approval from HRCI and APA Stay on the webinar for the full 60 minutes to qualify! Certificates sent out within 30 days of the completion of the webinar Roger A. Smith, CPP 4

5 You can t improve what you can t measure or observe Roger A. Smith, CPP 5

6 You can t improve what you can t measure or observe Roger A. Smith, CPP 6

7 You can t improve what you can t measure or observe Roger A. Smith, CPP 7

8 Objectives Gain basic understanding of process modeling Become familiar with some process modeling tools and techniques Understand how process modeling can improve payroll and HR processes Roger A. Smith, CPP 8

9 Agenda Managing the Business Performance Metrics Process modeling Purposes Definition Tools & Techniques Symbols & Standards Samples Payroll Examples Getting Started Q&A Roger A. Smith, CPP 9

10 Managing the Business Performance Metrics Need to improve Productivity Employee Satisfaction Quality Nothing measured, nothing managed. What to measure How to measure Roger A. Smith, CPP 10

11 Managing the Business Sample Performance Metrics Roger A. Smith, CPP 11

12 Managing the Business Sample Performance Metrics Roger A. Smith, CPP 12

13 Managing the Business Sample Performance Metrics Roger A. Smith, CPP 13

14 A tool for Documenting Complying Improving Measuring Process Modeling Purposes Roger A. Smith, CPP 14

15 Process Modeling Purposes Effectively communicate an understanding of current practices and facilitate improvement Gather metrics to better manage the business Process model both current state and to be process Document processes for SOX compliance Roger A. Smith, CPP 15

16 Process Modeling Definition What is process modeling? What is a process? a series of actions or operations leading to an end What is a model? a simplified representation of something What is process modeling? a simplified representation of a series of actions or operations leading to an end Roger A. Smith, CPP 16

17 Process Modeling Definition What is a business process modeling? What is a process? a series of actions or operations leading to an end What are the parts of a process? Initiating Event Process Steps (Actions) Concluding Event What is a business process? a process which performs a business function What is business process modeling? a simplified representation of a series of actions or operations in a business environment leading to an end Roger A. Smith, CPP 17

18 Data gathering techniques Surveys Interviews Modeling sessions Tools Meeting Facility Software Process Modeling Tools & Techniques Facilitator/Documentor Roger A. Smith, CPP 18

19 Process Modeling Symbols and Standards Roger A. Smith, CPP 19

20 Process Modeling Symbols and Standards Roger A. Smith, CPP 20

21 Process Modeling Samples Roger A. Smith, CPP 21

22 Process Modeling Payroll Examples Roger A. Smith, CPP 22

23 Process Modeling Payroll Examples Roger A. Smith, CPP 23

24 Process Modeling Payroll Examples Roger A. Smith, CPP 24

25 Process Modeling Payroll Examples Roger A. Smith, CPP 25

26 Getting Started Get support from the top Determine goals, hot buttons Set expectations Define mission, including deliverables Begin with a sure-fire success Adopt methodology Organize team Diverse, knowledgeable, visionary Roger A. Smith, CPP 26

27 Q&A Roger A. Smith, CPP 27

28 RCH Credits Pending approval from HRCI and APA Did you stay on for the full 60 minutes? Certificates sent out within 30 days of the completion of the webinar Roger A. Smith, CPP 28

29 More webinars! How to Deal With the IRS and Other Government Agencies (RCH APA - pending) Oct 16, 10am PDT/1pm EDT Strategic Leadership for HR Executives: Strategies to Decrease Your Compensation Expense (RCH HRCI - pending) Oct 25, 10am PDT/1pm EDT Roger A. Smith, CPP 29

30 How Ascentis Helps Ascentis Payroll has process models built in, creating simple workflows for approvals, lowering labor cost and making payroll processing speedy. Custom reporting and automation of repetitive tasks can save many hours of work, and easy interfaces to 401(k) and G/L files remove the dreaded dual entry. Garnishments, 3rd party checks and check printing are handled quickly and effectively. The Ascentis Payroll calendar allows preparation of payrolls ahead of time, so you can prepare work in advance. With Ascentis Employee Self-Service and Ascentis Payroll, employees have their own payroll information at their fingertips printing out paystubs, looking at paystub history, printing W-2 s and tax information, paycheck simulation tools and much more. Roger A. Smith, CPP 30

31 Contact Roger A. Smith, CPP PayrollProf.com Ascentis Human Capital Management Software Roger A. Smith, CPP 31

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Tax Levies and Creditor Garnishments: Proper Handling and Compliance Sponsored by About the Speaker Vicki M. Lambert, CPP, is President and Academic Director of Vicki M. Lambert, LLC, a firm specializing