Payroll & Human Resources: Evil Twins Separated at Birth

Transcription

1 Payroll & Human Resources: Evil Twins Separated at Birth Pennsylvania Statewide Conference September 18, 2015 Presented by Rosemarie Fraumeni, CPP

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3 Outline Setting the Foundation Evil Twins Separated Partnership & Partner Why Partner? Challenges we Encounter How do we get There? Activities to Share Functional Roles Roles of Payroll & HR

4 Outline How do we Partner? Activities to Share What do we Have in Common? Examples of Joint Efforts Tools for Partnering 5 Golden Rules for Success When is it a Good Time to Partner? Success Now What do we Get? Q & A

5 Setting the Foundation Human Resources Payroll

6 Evil Twins Separated? Who s on 3rd, What s on 1st and Where are we going? The finger! Who me? Hear no evil, See no evil, Speak no evil! Who is... they?

7 What is the difference between a partnership and partner? Partnership ~ Cooperation between people or groups working together Partner ~ A person who takes part in some activity in common with another or others Webster s New World Dictionary

8 Why Partner? Common goals Similar needs Shared data and/or systems Effects from one affects the other Promotes efficiency Meet customer demands

9 Why Partner? Trust and communication strengthens Breakdown the front line Drive organizational strategy Build trust and respect Be recognized as a leader

10 Challenges we encounter Understanding roles Unknown roles Distrust Management Unknown roles Lack of integration Terminology History Lack of...

11 How do we get there? Quit? Run? Hide?

12 How do we really get there? Build a successful Payroll and Human Resources Team Learn to speak the same language Develop roles and responsibilities of partnering Effective tools for partnering

13 How do we really get there? Formalization of. Teamwork, collaboration Written policies and procedures Frequent team meetings with an agenda The Three C s Constant Consistent Communication

14 How do we really get there? Agility Ability to think and draw conclusions How does this help US? Filter Focus Learn Constantly Comfortable with Change and Growth

15 How do we really get there? What to do with This Agility Stuff Integration Look at yourself and see how effective you are at Filtering information, communication and relationships Focus on outcomes Learn constantly Feel comfortable with the change

16 How do we really get there? Application Focus on 2 Build your agility muscle Know YOURSELF Get perspective Get feedback Get flexible Be agile Develop a panel of trusted advisors Prepare and plan Live in the learning zone

17 How do we really get there? Evaluation What will you/we do to improve Get/Give feedback

18 Functional Roles

19 Roles of Payroll and HR Payroll Manage compliance and delivery of services related to paying employees Team player with compensation and benefits Daily interface with employee s issues and concerns Delivery of services and products resulting from planning, compensation and benefit decisions Rely on functional owners for expertise and exception situations Human Resources Manage human capital process Team player with compensation and benefits Daily interface with employee s issues and concerns Delivery mechanism for planning, compensation and benefit decisions Rely on functional owners for assistance and expertise

20 How do we Partner? Activities to share National Payroll Week Luncheons Charity or sporting events Team building activity Thank you, appreciation or recognition Activity calendars

21 How do we Partner? Activities to share Team meetings Share Organization Meetings / Information Policy / procedure / legal reviews Quarterly status meetings Department celebrations Type assessments

22 What We Have in Common? Strategic business partners Service same internal customers Process same information Organizational shifts Technological shifts Third parties have larger roles

23 Examples of Joint Efforts Exempt vs. Non-Exempt decisions Policies designed and agreed upon Finding, getting and keeping talent Customer service Open enrollment or new benefits New hires / Terminations Retirement and/or employee stock plan administration Employee updates Company wide communications

24 Tools for Partnering Set Ground Rules Begin meeting on time Safe environment for sharing ideas All ideas are good ideas Develop plans on a consensus basis Track plans as a team

25 Tools for Partnering Develop joint teams for plans / projects Develop agenda for meetings Stay on agenda Send out meeting minutes / project updates

26 Tools for Partnering Roles / Responsibilities Project Manager Facilitator Documentation Role Policies / Procedures Surveys & Recognition Formalize the partnering expectation

27 Tools for Partnering Development plans / goals Performance reviews Position descriptions Procedures Calendars

28 Five Golden Rules for Success Take action and involve others Be a change agent and share ideas Integrate seamlessly Communicate constantly and consistently Focus service on the customer

29 SUCCESS! Now what do we get? Remember this is where the WIIFM Factor comes in What is WIIFM? What is in it for me / customers / company

30 SUCCESS! Now what do we get? Higher quality of work and efforts Timely transactions Streamlined processes Reduction of errors and duplicated efforts Satisfied customers and management Less stress and happiness flourishes

31 When is it a Good Time to Partner?

32 When is it a Good Time to Partner? Change in Benefit Providers Health & Welfare Medical, Dental, etc. Implementations Manager Self Service Employee Self Service New Payroll / HR System General Day to Day Activities!!!!

33 Questions??? Ask now or forever hold your words!

34 Thank You for having me! Rosemarie Fraumeni, CPP Manager, Payroll American Dental Partners, Inc