Munis Human Capital Management

Transcription

1 munis a tyler erp solution Eight Principles for Managing People page 4 Streamline Human Resources Processes page 6 Case Study Durham, North Carolina page 8 Discover the Benefits of Munis HCM page 11 Munis Human Capital Management Get The Most Value From Your Workforce Munis ERP Human Capital Management Brochure 1924.indd 1 5/31/13 9:41 AM

2 Save time, reduce costs and gain a 360-degree view of your organization with Munis Munis ERP Human Capital Management Brochure 1924.indd 2 5/31/13 9:41 AM

3 Today s public sector realities of budget cuts, increased competition for skilled workers and a graying workforce in which more than one third of state and local government knowledge workers will be eligible to retire over the next decade* mean government offices have to work harder than ever to reduce costs, maximize value and make strategic workforce decisions in order to meet the needs of citizens. Human capital management is a whole new way of looking at your employees as an investment critical to the efficiency, effectiveness and success of your state or local government organization. Munis human capital management (HCM) part of Tyler s complete enterprise resource planning (ERP) system for financial management, human capital management, citizen services and revenues, and pension management makes it easy for you to manage employee data, make informed decisions, and hire and maintain the right people for your organization. Built on Tyler s 30 years of experience focused exclusively on empowering people who serve the public, Munis human capital management applications deliver the right tools, functionality and access to data to help you manage your most valuable asset. *Center for State and Local Government Excellence, Public Sector Employment: The Current Situation by Stuart Greenfield, 2007 Munis ERP Human Capital Management Brochure 1924.indd 3 5/31/13 9:41 AM

4 Human Capital Management Today What is Human Capital Management? Effective human capital management is more than processing payrolls and tracking employee paid time off. It s about taking a close look at the needs of your organization, analyzing your workforce, and hiring and retaining the right employees to meet organization objectives. It s about integrating all of the tools and 8 Principles for Managing People* 1. Value people as assets rather than as costs 2. Emphasize mission, vision and organizational culture 3. Hold managers responsible for achieving results instead of imposing rigid, processoriented rules and standards 4. Choose an organizational structure appropriate to the organization rather than trying to make one size fits all make strategic decisions. And it s about improving the economy, efficiency and effectiveness of your state or local government in order to better serve citizens. Human Resources as a Strategic Leader Human resources plays a powerful role in ensuring your workforce meets objectives, adds value to your organization and achieves results but only when viewed as strategic partners with organization leaders. HR knows your employees best and can help organization leaders make strategic decisions regarding workforce and organizational needs by taking a close look at all areas of your workforce including the recruiting and sourcing of employees; employee knowledge, development and learning opportunities; performance management; and employee link to the organization s mission and strategy in order to hire and retain the right people for the right jobs. Find and Retain the Right Talent Your organization s success hinges on finding and keeping the right 5. Instead of isolating the personnel function organizationally, integrate human resource management into the mission of the organization employees. Why? Because hiring the right workforce with required skills and a strong 6. Treat continuous learning as an investment in success rather than as a cost to be minimized But successful human capital management doesn t stop there. It s not enough to 7. Pursue an integrated rather than an ad hoc approach to information management 8. Provide sustained leadership that recognizes change as a permanent condition, not a one-time event 4 processes associated with people and performance in order to understanding of the wants, needs and challenges of your organization is a driving factor in whether goals are met and you get the most value out of your people. simply hire the right people successful organizations must also keep the right people. Employee and organization needs must be continually monitored, training and educational opportunities for skill development must be made available, and organization leaders must make strategic decisions regarding employee career paths and succession planning. *United States Accounting Office, Office of the Comptroller General, Human Capital: A Self-Assessment Checklist for Agency Leaders, September 2000 Munis ERP Human Capital Management Brochure 1924.indd 4 5/31/13 9:41 AM

5 Align Goals Do your employees know what your organization s objectives are? Does each employee understand the role he or she plays in meeting these goals? How well do employees follow established process and procedures? Positive answers to these questions are essential for ensuring your workforce is efficient, effective and providing the right value to your organization and essential for ensuring that your organization is truly meeting the needs of citizens. By employing a hire to retire strategy that integrates all of the information, tools and processes associated with people and performance, human capital management aligns your employees goals with the goals of your organization in order to meet specific, measurable and realistic objectives. Each employee gains a clear understanding of his or her role in meeting objectives and your leaders are able to easily make informed decisions regarding areas where workforce skills are lacking, who to target for promotions, and whether processes and procedures should be updated. The result: Happy, productive employees and empowered state and local governments able to provide citizens with access to important services. The Right Human Capital Management Software for State and Local Governments Your employees are your greatest resource but managing and deriving value from your workforce isn t always a smooth process. Employee data is often maintained in multiple siloed databases; outdated technology lacks important analytic functions that can provide insight into the needs of your workforce; and fewer available resources can leave state and local government organizations without the right people or tools to get the job done. That s where Munis comes in. As the nation s largest company solely dedicated to providing software and services to the public sector, our human capital management software is designed with an insider s insight of your challenges, wants and needs. Our employees are experts in the industry and many have worked in government offices just like yours. Our software is developed using the latest technology and includes the tools and functionality you need to effectively manage your workforce. And our single mission is to empower people just like you to better serve your citizens by helping your government become more efficient, effective and responsive. By integrating all of the tools and processes associated with people and performance in a strategic and organized manner, Munis provides a complete view of your organization, allowing you to:»» Streamline and simplify processes»» Align employee and organization goals»» Provide information and training to employees»» Improve efficiency and reduce costs What s more, when you purchase software with Tyler, we believe you are purchasing the last software system you will ever need. That s why we provide all product and feature upgrades free of charge as part of your maintenance contract, meaning you ll never have to purchase a new version of your Munis software. It means upgrades and new releases are released throughout the year and clients can incorporate changes and advancements when they are ready, greatly reducing the disruption to employees work. And it means a significantly lower total cost of ownership compared to other human capital management systems. Save time, reduce costs and gain a 360 degree view of your organization with Munis. 5 Munis ERP Human Capital Management Brochure 1924.indd 5 5/31/13 9:41 AM

6 streamline hr processes Powerful Central Programs Streamline Human Resources Processes Munis central programs provide administrators with easily accessible overviews of critical employee-related data, providing unrivaled insight into your workforce. Accessed directly from the Munis Role-Tailored Dashboard, these central programs integrate key employee information from Munis applications into one central screen, providing one-click access to relevant data. Built-in advanced presence functionality developed on the Microsoft Unified Communication Strategic management of employees requires the deliberate and server improves workflow by indicating whether an employee is available, and users can initiate an , proactive use of easily accessible information. After all, how can you IM or phone chat with an available employee directly make fact-based decisions and work efficiently when information from the Munis screen. Sites can define and apply is hidden in scattered, outdated systems? An enterprise-wide custom tags, such as excels, first choice and soon system for streamlining the entire employee life cycle, Munis HCM to retire, to employees within the system to help with integrates employee data from multiple sources for easy employee filtering or searching. And users can customize which recruitment, development and performance management. Munis HCM empowers human resources administrators to become strategic leaders within their organization by providing easy access to the information needed to make informed decisions about their fields of information are visible on their central screen for faster review. Developed using Microsoft Silverlight technology, Employee Central provides managers and HR representatives with a fast way to view comprehensive employee information, without having to open multiple workforce, manage risks before they become crises and maximize modules or screens. Simply search for employees by the value of your organization s human capital investments. location, department, job class and more, and Employee Central displays a list of matching employees. Users have the option to hover over employee listings for additional information, or click on the details button to display the employee s master record maintained in Munis Human Resources Management. Users can view personal information, compensation, accruals, certifications, professional development including career track and progression plan, actions and more right from one screen. And because Employee Central is built to be flexible, users can customize their view by selecting where each panel appears on screen. Employee Central 6 Munis ERP Human Capital Management Brochure 1924.indd 6 5/31/13 9:41 AM

7 Stress-Free Wizards You need to streamline processes and save time. Munis built-in Wizards make it possible. Need to add a new Workforce Central Main Screen employee to the system? Simply launch the Employee Add Wizard from the applicant review page in Munis Applicant Tracking and the information including name, contact information, birth date, hire date, and default pay, deductions and accruals information based on job class is automatically populated to the correct fields. Once the user hits submit, the Wizard automatically creates needed employee records, assigns a unique employee number and changes the applicant s status to hired. Munis HCM also offers a W-2 Wizard to guide users step by step through the time-consuming process of generating W-2s, ensuring you do it right the first time. Information is automatically pulled from the Munis applications and instructions are provided for each step. Have questions about generating W-2s in Munis or W-2s in general? Our W-2 Wizard also provides links to TylerForms documentation and technical support, as well as to IRS and Social Security Administration publications. An advanced tool designed to help organization Employee Add Wizard leaders make informed decisions, Workforce Central provides a high level overview of your employees, helping you effectively gauge the health of your workforce and analyze data. View up-to-date numbers on headcount, open positions and more; drill down to more detailed information by viewing by location, job class, group bargaining unit or organization; and even apply reduction criteria to determine W-2 Wizard the impact of a reduction in staff. Filter results by position, demographics, qualifications or tags and view resulting information in a tree map, box, graph or employee photos view. Workforce Central also provides an advanced compare view that allows leaders to evaluate employee or applicant skills and qualifications by viewing selected candidate information side-by-side. Users can even take a snapshot of the comparison view to share with others. Munis HCM truly provides you with the necessary information to choose the right person for the job. Complete Reporting Munis goes beyond standard reporting, making it quick and easy for users to view and report on key data, such as IRS 941 forms for payroll taxes and the Employer Information Report EEO-1. In addition, full integration with Microsoft Office allows users to export summary and detail data to Word and Excel right from Employee Central. Embedded links in the documents link back to individual employee records, negating the need to manually search for an employee within the Munis system if more information is needed. Munis helps you do it all, quickly and efficiently. Workforce Central People View 7 Munis ERP Human Capital Management Brochure 1924.indd 7 5/31/13 9:41 AM

8 City of Durham, North Carolina Industry: City Government Years as a Tyler Client: 5 Tyler Products Used: Munis Budget: $353 million Employees: 2,700+ Many changes in City processes have been used in the past that did not result in what we ve seen with Munis. We have surpassed our goals. -Keith Hermann, Interim Finance Director 8 Munis ERP Human Capital Management Brochure 1924.indd 8 5/31/13 9:41 AM

9 Challenges: Antiquated, paper-based human resources processes Lack of workflow across city departments Decentralized human resources operations city-wide Solutions: Fully electronic system for managing human resources processes Automated workflow implemented in 26 city departments One centralized human resources management system Benefits: Significant savings in personnel time, delayed actions and cutting of payroll checks Elimination of unreadable, late and missing paperwork Rapid review, authorization and approval of personnel actions across city departments Greater visibility into ongoing human resources activities Reduction of unnecessary travel between far-flung city departments 9 Munis ERP Human Capital Management Brochure 1924.indd 9 5/31/13 9:42 AM

10 Simplify Payroll and Budgeting Payroll and budgeting: they re at the core of human capital management and must run without a hitch. When employee pay is on the line and your organization s budget is in question, processes must be simplified, streamlined and reliable. Munis Payroll makes your payroll processes faster and more efficient. Specifically designed to meet the payroll processing needs of state and local governments, Munis Payroll is tightly integrated with Munis HCM and Munis fund accounting and budgeting applications including Munis General Ledger for true multi-fund processing, Munis Accounts Payable for fast withholding check processing and Munis Human Resources Management for single transaction entry to eliminate redundant data. It provides a convenient visual representation of the payroll process with arrows indicating required steps, completed steps, steps to do and steps in error so users always know where the payroll process stands. Sites can set up electronic timesheet entry for fast, paperless timesheet processing; choose to reimburse expense reports generated through Munis Expense Reimbursement through payroll; customize payroll calendars for easy access to overviews of the fiscal calendar year according to benefits of munis hcm which employees are paid; and even set up integration with a third-party system designed to direct deposit advices, ensuring employees are kept informed. Your payroll process is simplified, helping to ensure employees are paid accurately and on time. Now you need to know how payroll and employee changes affect your budget. Advanced position and budget control within Munis allows you to forecast future salary and benefit costs, including step and contract increases, and simulate changes to positions during a specified time period. Providing complete integration between budgeting and human resources processes, position and budget control makes it easy to: Budget for employees that are expected to be hired during a certain time period Compute precise annual salary amounts for each employee View current year budget, actual and projected figures by position Post budget savings and update budget amounts View current employees and access a history of employees for a given position Create an organizational chart of positions Link payroll expenditures with a department s personnel requirements and tie them to specific employees or positions Improve payroll processing, gain budget visibility and effectively manage HR-related costs with Munis. 10 Munis ERP Human Capital Management Brochure 1924.indd 10 5/31/13 9:42 AM

11 Benefits of Munis HCM Employees Online enrollment in benefits and instant access to pay and paid time off history Greater control over personal information and career paths Instant answers to HR questions Align Employee and Organization Goals Good human resources software helps you manage employee pay and track employee sick time. Great human capital management software helps you effectively analyze information, make informed decisions and align employee and organizational goals. With Munis your recruitment, compensation, retention, training and development plans work together to promote your organization s goals. This advanced system delivers the powerful business intelligence, tools and functionality needed to effectively manage your Human Resources Strategic rather than administrative role Mange workforce from a single source Lower HR costs and deliver better services to employees Address workforce demands workforce:»» Use Munis Applicant Tracking to upload resumes and set customizable applicant conditions in order to find the right person for the job»» Utilize workflow history, alerts and notifications in the Munis Role-Tailored Dashboard to track, analyze and evaluate employee productivity and efficiency»» Identify, assess and mitigate workforce risk with Munis Risk Management»» Perform an employee skills inventory and compare results against set objectives and career progression paths using Munis Employee Professional Development Managers Employ better-informed decision making Munis provides a complete view of your workforce, so you can ensure your organization s goals are consistently and successfully met. Actively plan for business change Find and retain the right talent Reduce paperwork and overhead costs State and Local Government Reduce costs and do more with existing resources Achieve organizational goals and objectives Enhance workforce performance and increase agency adaptability Role-Tailored Dashboard 11 Munis ERP Human Capital Management Brochure 1924.indd 11 5/31/13 9:42 AM

12 Provide Important Information to Employees Human capital management isn t just about providing your organization s leaders and HR s utto personnel with easy access to employee data it s also about providing your employees with the information needed to successfully follow policies and procedures and make a contribution to the organization in a meaningful way. With Munis, you provide employees with the information, advice and tools needed to manage their careers and develop and retain the skills necessary to be productive members of your team. Employee Self Service Munis Employee Directory offers quick access to basic employee information, including phone number and , position, location, supervisor and even a photo. The built-in presence indicator lets users know if the person he or she is seeking is available and an , IM or phone chat can be initiated directly from the directory entry. Improve Worker Efficiency Munis also provides employees with key access to important personal and professional information through Munis Employee Self Service. HR administrators can post announcements, facilitate end-of-year benefits selection and empower employees to take an active role in managing their careers by making personal information available in real time on this customizable website. In addition, full workflow functionality means paid time off (PTO) requests are easier than ever. Notifications are sent directly to an employee s manager when PTO is requested, and the employee is alerted when a request has been approved or denied. True integration with Microsoft Outlook even allows Munis Employee Self Service to automatically populate each employee s Microsoft Outlook calendar once the PTO is approved. Keeping your employees informed has never been easier. 12 Munis ERP Human Capital Management Brochure 1924.indd 12 5/31/13 9:42 AM

13 Improve Worker Efficiency and Reduce Costs On average, it costs 5 to 7 times as much to recruit an employee from outside of an organization than it does to promote from within. When you re looking to reduce costs and make do with fewer resources, you must look inside your organization to improve efficiencies, retain key talent and gain value. Munis can help you do just that by helping your organization: Streamline workflow, improve the analysis of data and easily monitor employee productivity with the Munis Role-Tailored Dashboard. Increase efficiency and discover the savings. Simplify the payroll process with Munis Payroll. Meet local, state, and federal requirements and reduce paper and overhead costs by implementing an electronic payroll process. Match the right people to the right job with Munis Applicant Tracking. Ensure employees have the skills necessary to meet job requirements, helping to eliminate bad employee fit and reduce training costs. Employ an electronic expense report process with Munis Employee Expense Reimbursement. Save time and ensure employees are reimbursed quickly and easily. Manage all data associated with employees with Munis Human Resources Management. Improve efficiency and free HR representatives to focus on strategic initiatives. Monitor and address risks before they become crises with Munis Risk Management. Reduce costs associated with job-related injuries and property damage. Plan career paths and job succession with Munis Employee Professional Development. Evaluate internal candidates for leadership roles and promote from within where possible to reduce costs associated with hiring outside of your workforce. Provide employees with instant access to key pay, benefits, personal and organization information via Munis Employee Self Service. Empower employees to manage and maintain personal information. Realize significant savings in employee time and reduced organizational costs, all with Munis. Munis Human Capital Management 13 Munis ERP Human Capital Management Brochure 1924.indd 13 5/31/13 9:42 AM

14 Role-Tailored Dashboard Human Resources Management The Munis Role-Tailored Dashboard is where successful human capital Munis Human Resources Management streamlines the process management truly begins. Developed using Microsoft SharePoint, of managing employee information. From personal information it provides an easy-to-use, simplified way of finding and accessing (emergency contact, address, phone number) and education/ the data you need by integrating all of your Munis HCM and financial certifications to benefit elections and wage, promotion and data into one source. Launch all of your Munis applications from a disciplinary history, your important employee information is central location. Add, update or track employee information, actions available in one easily accessible place. Need to make changes to and history. Track direct reports, identify payrolls in process and an employee s pay deductions? Simply make the changes in Munis manage events such as performance reviews. Proactively monitor Human Resources Management and the information is instantly open positions, track applicants and schedule interviews. And quickly available in Munis Payroll. Create job descriptions and requirements act upon approvals, notifications and alerts and analyze workforce for new job openings and immediately access that information in needs. Data is displayed in real time, ensuring you always have access Munis Applicant Tracking. Make changes to accrual settings and to the most up-to-date and accurate information, and role-based employees can instantly access updated sick and vacation accruals security ensures that sensitive information stays private. Improve data in Munis Employee Self Service. Analytic tools and complete reporting management, information sharing and delivery with the Munis also provide your organization s leaders with the right information to Role-Tailored Dashboard. make informed decisions about your workforce. Employee Professional Development Munis Employee Professional Development helps you minimize costs, retain talent and align employees with strategic organization goals. How? By empowering HR representatives to easily build and define requirements for career paths, assign each employee to a specific Applicant Tracking path and track an employee s current status, all with the purpose of Munis Applicant Tracking automates the hiring process from online and knowledge. application creation and processing and resume evaluation, to the tracking of applicant information and scheduling of interviews, to building personnel records once a person is hired. Upload applications electronically. Monitor and report on the status of all job requisitions and application DETAILS applicants. Create unlimited customized conditions and applications for each position. Create reports of top scoring candidates to compare skills and qualifications. retaining and placing employees in positions that match their skills Add or create a progression plan to schedule employee advancement. Establish valid, reliable, results-oriented measures for individual and group performance and use the results to determine employee base pay, raises and bonuses (key information is directly transmitted to Munis Payroll). Even analyze your talent and decide who to target for leadership positions. Munis Employee Professional Development also helps your organization introduce transparency and repeatability to Because Munis is a fully integrated system, personnel information the succession planning process. Rank existing employees based on created in Munis Applicant Tracking is automatically populated to other eligibility and how well they meet job requirements to make an informed Munis applications, including Human Resources Management, Employee decision as to the right person for the opening position. The result: a Professional Development and Payroll. In addition, all job openings and competitive workforce aligned to support your organization s mission, associated information are available on the Role-Tailored Dashboard. goals, objectives and strategies. 14 Munis ERP Human Capital Management Brochure 1924.indd 14 5/31/13 9:42 AM

15 Payroll Implement a paperless payroll process, streamline timesheet entry and ensure all local, state and federal requirements are met with Munis Payroll. Standard payroll functions include: payroll and expense reimbursement processing; reconciliation of employee insurance reports to monthly premium statements; manual or automatic check reconciliation; support of electronic timesheet entry; integration with systems that direct deposit notices; verification and tracking of employee Social Security Number, dependent and emergency contact information and more. Munis Payroll also integrates fully with Munis Employee Self Service. What does this mean to you and your employees? It means pay, W-2, tax, benefit and accrual information is available to employees when they sign into your Employee Self Service website. In addition, any changes made by the employee, such as accrual requests, benefit selections and more, are transmitted directly to the payroll system for approval to reflected in employee pay. It s that easy. Risk Management Job-related injuries and property damage are inevitable. Munis Risk Management provides you with the tools necessary to effectively track, manage and pay property and causality claims against your organization. It enables you to handle claims quickly and easily from initial claim to related expenditures. Maintain claim-specific data, track claim activity and record expenses, recoveries and estimated costs. Link claims to employee records through direct integration with Munis Human Resources Management and evaluate injury-related compensation via integration with Munis Payroll. Manage risks before they become crises, all with Munis Risk Management. Employee Expense Reimbursement Save time and reduce paper costs with Munis Employee Expense Reimbursement, a complete electronic expense report filing system. Munis Employee Expense Reimbursement is designed for quick expense report creation, with system-generated travel request and invoice reimbursement numbers, and general ledger account codes that default in once expense types are listed. Create an unlimited number of expense claim form templates; choose whether employees submit reports before or after expenses are incurred; and even decide whether to reimburse through payroll or by cutting an AP check. When an employee logs into the application anytime and anywhere over the Internet and enters his employee number, the system automatically populates the expense report fields with data pulled from Munis Payroll. The employee then fills out the remaining required fields, hits submit and the claim is entered into the workflow process. Workflow rules can be set up to direct expense reports to different approvers based on user-defined account codes, amount and department codes, and role-based security ensures sensitive data stays private. Employee Self Service Fully customizable, Munis Employee Self Service actively extracts information directly from your Munis database and makes it available to your employees in real time over a secure Internet connection. Employees can easily monitor and maintain personal and employment information including paid time off accruals and requests, pay history, benefits selections, job openings, performance evaluations, announcements and more. A built-in pay calculator even allows employees to see the effect changes to their withholding amounts will have on their net take home pay. HR representatives are freed to spend more time acting in a consultant rather than administrative role and employees have instant access to the answers they need. 15 Munis ERP Human Capital Management Brochure 1924.indd 15 5/31/13 9:42 AM

16 Software that thinks like you do. At Tyler Technologies (NYSE: TYL), we have a single mission: enable local governments to be more efficient, more accessible and more responsive to the needs of citizens. That s what we do. And that s all we do in partnership with more than 11,000 clients, including local government and school offices in all 50 states, Canada, the Caribbean and the United Kingdom. Tyler Technologies is a leading provider of information management solutions and services for the public sector and Tyler is the largest company in the country solely dedicated to providing software and IT services to the public sector market. MU-PRO-BR info@tylertech.com The Tyler logo and design mark are registered trademarks of Tyler Technologies, Inc. 2013, all rights reserved. No portion of this material may be reproduced without expressed permission by Tyler. Munis ERP Human Capital Management Brochure 1924.indd 16 5/31/13 9:43 AM