HRadvocate. simplifying HR

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1 HRadvocate HR is increasingly seen as a strategic group within the company that allows organizations to attract, select, recruit, retain, train, develop, motivate, engage and grow the individuals that define every aspect of your organization. You need to manage the entire workforce, store all the human capital records and documents, across locations, cost centers, legal entities, and employee types, stay compliant with labor laws and mitigate legal risks, employ effective and continuous performance management and succession planning, and achieve higher overall productivity with effective career alignment, and allow deeper collaboration amongst your employees to drive innovation. HRadvocate provides end-to-end solutions for effectively managing the most important asset in your organization your people. HRadvocate allows your organization to streamline the global HR processes of hire-to-retire, from managing all critical employee information, to find, recruit, retain and engage the best minds, employ effective and continuous performance management and succession planning and training and development. HRadvocate may be licensed onsite or accessed as a SAAS solution on any private or hybrid cloud platforms. HRadvocate can be accessed from a full range of platforms and devices including the desktop, web, tablets, and mobile devices. With HRadvocate, all employees, managers and HR personnel can get immediate and round-the- clock access to critical information for making informed decisions from anywhere, at any time and using any device. Every action is captured in the audit trail and HRadvocate maintains a history of all actions, which ensures compliance and reduces legal risks. HRadvocate allows organizations to greatly streamline the core HR processes of Employee and Applicant Tracking, HR Data Management, Time and Attendance, Time-off, Benefits Administration, Open Enrollment, Payroll integration, Position Control, Training Administration, Learning Management System with online classes, Performance Management and Succession Planning,, Compliance Administration and much more. Key Features Ability to manage all human capital types - active, retired, separated employees, instructors, contractors and consultants Unified Workforce Collaboration An appealing environment that encourages workforce collaboration & innovation through sophisticated, cutting-edge collaboration technologies HRadvocate self services reduces the burden on HR, improves job satisfaction and engagement amongst employees, and enables managers to have the tools to support effective Talent Management; customize workflows to suit business needs simplifying HR Human Capital Management Systems Visually manage and reorganize the organization s structure quickly and effectively; bring major changes throughout the organization Visibility for C level executives of the entire organization with tree based view of employee reporting hierarchy structure Smart analytics helps you not only to find the top performers vs. laggards, but also to align your workforce to engage and improve incrementally; track employee performance to training Ability to correlate workforce data with financial, accounting, ERP, payroll and any other data for actionable business insight

2 Technology at work for you flexible solutions for your business needs HRadvocate Home Portal Workforce Administration Automates and administers employee s timesheets, attendance tracking, skills, qualifications, competencies tracking, property, payroll, and compensation management Document and record retention to reduce legal risks and better record keeping with job, organization salary history, disciplinary actions, safety/ OSHA reporting, international and I-9 information Gap Analysis, Grievance Registration, Benefits and COBRA administration Employee Self Service Access 24x7 Employee s Job and Salary Details Employee Self-Services allows employees to: View, download or print company and benefit information, as well as miscellaneous forms View personal information- Time-off balances, current benefit plans, training course enrollment, payroll, emergency contact, qualifications, issued property, and job information Change Request initiation for - Time Off Request, Personal Data changes, submit time sheets, expense reimbursements Review Performance Review, Enroll in training and courses Calendar integration - employee can see his/her scheduled dates, they will be highlighted in his/her calendar

3 Managing Your Employees Made Simple Manager Self-Services Direct and Indirect reporting Manager Self -Services: Managers can amend / update employee records and authorize requests: Leave applications Time Off Request Pending timesheet applications Manager Tools - 9 Box Matrix Training requests Enroll/ withdraw from training Job applications Update work profile salary change Expense claims Instant delivery of information -View employee data Job history Personal details Emergency contact Work profile Time-off balances and history Previous Performance reviews Manager tools: Easy access to Add New Requisition, and Track Requisition and Applications Events Management in individual and group calendar Accessible Self Services Workflow Process.

4 Applicant Process Made Easy Profile Creator - Build Applicant Pool Candidate Self- Services Secured Profile to search and apply for any job Applicant log-in to follow-up: Status of Applicants current application Receive Online Notifications Join Online Interviews and Screening Tests Use Applicant s profile to apply for other Job Openings Collect EEO and other Information Targeted Pre-screening Questions Electronic Signature/Certification Employee Referral Information collection Applicant Can Check Each Application Status Straightforward Solutions

5 HR Administrator Self Services Workflow Customization Workflow Administration List Workflow Tasks to approve or reject Edit Notifications and Recipient list Configure Workflow Recipients Customize Workflow Routing Steps Workflow Administration -Business Rule Engine Security Administration Setup User Roles with Appropriate ACL Allocate Users to Different Roles Portal Administration with advanced customization HR Admin Defines User Roles, Access to Modules, Forms, and Fields Other Role Based Self Services Property Administrator Self-Services Training Administrator Self-Services ATS Self-Services: Hire Manager, Recruiter and Interviewer self-services Pre-boarding, Onboarding and Provisioning Self Services - New Hire paperwork, orientation and interaction Instructor Self- Services: For instructors/trainers from within or outside the organization Applicant Tracking System

6 Benefits Administration Maintain benefit, insurance, and retirement plan information, including contact and date-of-birth information for all dependents and beneficiaries Ensure accuracy and speed data input with Benefit Plan that maintains plan coverage, eligibility dates, employee and company premiums, flexible benefit plan values and vesting values Flexible and user-friendly Benefits Administration Module provides interfaces to your unique benefits carriers like Kaiser, Delta, MetLife, Aetna etc. Online Open Enrollment Module allows employees to review present enrollments and costs, select alternative or additional plans and add or update information on dependents and beneficiaries and automatically sends new deduction amount to payroll. Provisions to view and review Benefit Statements for each employee Dedicated COBRA module that helps to maintain complete data records of your organization s COBRA enrollee Administers Employee Benefits with Summary View, Benefit Details, and Benefit Participants Details Benefits Detail Simple Benefit Solutions

7 Accurate Payroll Made Simple Auto Generated OSHA Report Compliance Administration Mitigate legal risks and remain compliant with HRadvocate compliance administration tool that assists with proper communication, documentation, reporting, security and privacy. The HRadvocate portal adheres to I-9, EEO, Vets, SOX, OSHA, FMLA, HIPAA and OFCCP compliance guidelines. It has the following functionalities to track compliance adherence: EEO Reports generated automatically Affirmative Action reporting OSHA 200/300 reports generated automatically I-9 monitoring, reporting and notification Payroll Administration HRadvocate Payroll interface allows HR to Automate and accelerate accurate and timely payroll processing with two way data transfer from HRIS to payroll system. Report YTD payroll and HR data Manage forecasted and future dated transactions Push paystub data to employee self-services Increase consistency and accuracy of data Effective date-based transaction records Reduce administrative burden and save time Eliminates duplicate data entry Interface to Payroll Management System like ADP

8 Straightforward Performance Management Time & Attendance using Time Tracker Messenger Service Time and Attendance Management Clocker messenger application to Track Time and Attendance Mobile Clocker -Mobile devices, GPS and telephony for time tracking Multi locations leave management Flexible work schedule management, time-off to follow schedule Online Time-Sheet Submission and approval Bulk timesheet access and print option for HR Performance Management System HRadvocate provides you with a transparent, ongoing, collaborative and interactive Performance Management system that not only identifies who the key performers are, when personal and organizational goals are reached and what behaviors make people succeed, but also drives action to engage and retain top talents and fosters a high-performance culture. Goal Library to create SMART goals a seamless process of developing/cascading goals and objectives to track goal completion Review methodology guide Manage performance year around with annual, 60 days and ad-hoc reviews Review templates with full flexibility of customization Multiple nominations for 360 degree feedback Performance review meeting with built-in multi point audio video technology Employee e-sign off Key Performance Indicator Performance History and Employee Comparison

9 Hiring Managers Add New Job Requisitions Find, Attract, and Hire the Best-Fit Candidate Find, Attract and Hire the Best-Fit Candidate HRadvocate s e-recruitment suite automates the paperless recruiting process for HR and streamlines the entire hiring lifecycle starting from job requisitions to employee conversion Job Requisition and Authorization, Simple and Smart Sourcing with automatic Job posting/candidate data extraction to and from LinkedIn, Monster, CareerBuilder, and other Job sites Social Network integration with LinkedIn and Facebook, automated Internal/ External/Job Board and Social media postings Candidate self- service portal to attract active talents and manage employer branding Automatic Resume Extraction Single/Batch, Attachments Recruiter view allows you to see and manage all applicants and the various stages of their application with your company Organizational Brand Management with Applicant Self Service portal Customizable Questionnaires and Answers for pre-screening and auto grading - Avoid Resume Overload Advanced Candidate Search Option - easy identification of the perfect candidate Candidate Management - personal /qualification information, former employer history, skills, background/reference check Built-in Multi-point Audio-Video technology to carry out remote web-based demos with multiple interviewers concurrently with unlimited reviewers Interviewers, recruiters and hiring managers can share and collaborate during the entire selection process Integrated online multi-point audio-video interviews and recording capability Dashboard and business analytics view for the recruiters and the hiring managers Tracking of Employee Referral, Background Check, e-verification Single-click hire of an applicant start pre-boarding and onboarding effortlessly Mobile Application and Applicant Tracking System Auto Grading and Manual Grading of the Applicants Online Interview with multiple interviewers in one session

10 Get New Hire Onboarded Successfully HRadvocate s Pre-boarding, Onboarding and Provisioning modules help organizations speed time-toproductivity with less paperwork, reduced costs and increased efficiency. It also ensures accuracy and compliance while providing a full audit trail. New Hires feel welcome and more confident, know where to go in case they have a need, learn and adapt to the new culture and become productive in their new positions quickly and are less likely to leave the organization for another job. Pre Boarding: HR assigns forms such as W4, I-9, EEO, Direct Deposit for the New Hire to fill out from the New Hire Portal New Hire is instantly notified, using the portal the new hire completes the paperwork and e-signing process before setting foot within the premises and starts learning about the company and job right away HR is notified as soon as the New Hire fills out and signs off the assigned forms such as W4, I-9, EEO, etc., HR reviews the documents and e-signs the forms after verification Onboarding: HRadvocate seamlessly manages the process of acquiring, accommodating, assimilating and accelerating the new team members and drastically reduces the time to productivity and increases the retention rate Through Onboarding, all the relevant documents, videos, assignments and schedules are assigned to new hires. Onboarding administrator, managers or HR can upload the documents, set the schedules and monitor the progress through the Onboarding portal Onboarding processes can be completely customized through process templates Hiring Manager assigns Onboarding items to the New Hire and can add new items to the Onboarding checklist at any time. The items could be any document, audio or video streams, quizzes, courses, or ad-hoc meetings and discussions. Managers can also check progress as the new employee completes these items Onboarding seamlessly integrates with the Performance Management System, as well as, the Training and Learning Management System Provisioning: HRadvocate Provisioning module helps to get New Hire workspaces fully provisioned with cards, keys, phones, computers, accounts, application access, etc. Offers a smooth workflow between HR, New Hire, IT and Facilities to track and complete each provisioning task in time so the New Hire is productive from day one. New Hire can track each item on the list and provide feedback about the status (Tested/Working / Not-working/Received). Pre-boarding Onboarding Administration Onboarding Pre-Boarding, Onboarding, Provisioning, Easy!

11 Learning Management Made Simple Engage and retain your most valuable assets your Top Talent with Compensation Management Simple Flexible Compensation Setup Multiple type and multi-currency plan management Built- in, configurable compensation ratio matrix Total reward statement analysis for Employee Tightly linked with Performance Appraisal and Succession Planning Seamless export import of compensation data to payroll Training Administration with Integrated Learning Management System Easily deploy training and development programs by adding courses, schedules, sessions and classes Maximize employee registration through easy enrollment processes; track learner attendance and engagement, encourage formal and informal learning through peer collaboration; offer self-enrollment and push learning from Manager Stream live classes or pre-record classes or learning content right from your computer Capture desktop, audio, video; alternate between video and desktop to create rich content; deliver elearning content through live virtual classrooms, offer self-paced courses with quizzes, or to learn from each other Track certificates & credits, define course parameters and prerequisites Track & report training costs, tuition reimbursements, and training metrics Transfer course skills to employee record, update qualification automatically Built-in Online Courses with class schedules, live streaming, and archived classes Customizable Dashboard controls for actionable HR Metrics

12 Better Decision Making More Than 150 Standard Reports Informed Decisions with Reporting and Analytics Powerful report writer to create and modify unlimited number of reports Simple filtering option ensures that management reports can be delivered easily and quickly Wide variety of exported formats like PDF, MS Access, MS Excel, HTML, XML, Comma delimited and Crystal More than 150 standard reports present important management information, including EEO, OSHA 300, benefit statements and premium analysis, job compensation, skills and qualifications, headcount, turnover reports and many more Built-in analytics provide role-specific dashboards that furnish information to the right people at the right time Wide Variety of Output - Crystal, Web, XML, Excel and many more Succession Planning Job Class Finder Add/Edit Job Skill Detail Incumbent Summary Organizational Chart Identify Backup Candidates Competency and Gap Analysis Employee Development Plans

13 Advanced Technology Audio Video Conferencing Content Management, Unified Communications and Collaboration Platform Full scale HR specific document and content management eliminates the inefficiency and costs associated with paper documents. Processing and maintaining the hard-copy form of thousands of documents and employee records is very time-consuming and costly. HR electronic documents stored in the proper folder ensures better security, stricter access privileges, and instant access from anywhere at any time. Keyword and metadata searching, as well as, full text searching allow speedy retrieval of relevant information and reducing the risk associated with storing and retrieving documents is crucial in ensuring compliance. It also allows for imaging, archiving, versioning, digital signing, and an integrated document collaboration and approval platform. HRadvocate integrates unified communications, instant messaging, conferencing and collaboration technologies deeply with the HR database and the business processes, for example, when a customer is on call, it is easy to locate someone with a certain skill within the organization instantly and allows one to engage in a messaging session, and then escalate the session to a voice or a video call. This is one example of how HRadvocate users can achieve a more strategic impact by combining HR and employee data with unified communications capabilities to transform their business processes and directly contribute to the bottom line of the enterprise. Comprehensive ECM module with advanced document management and workflow capabilities integrated seamlessly within HR Documents stored in the ECM repositories can be routed for approval and review sessions Several documents can be viewed and annotated by reviewers through the seamlessly integrated universal viewer /calendar integration, Multi-person Audio Video Conferencing, Telephone and SMS integration, built-in enterprise content management, integration with Online Job Sites such as Monster, Social and Professional Networking sites, such as Facebook, LinkedIn, and much more Built-in A/V Technology and Calendar Integration

14 Seamless, Business-Ready Integration and Global Capabilities HRadvocate integrates with Payroll Solutions like Ceridian, Paychex, Great Plains, Meditech, Payroll Online etc.. The system also integrates with Time and Attendance solutions like Galaxy, Datamatics, Kronos, and Stromberg with benefit carriers like Kaiser, Aetna, Metlife, Colt etc. and other legacy systems. This interoperability of HRadvocate allows you to leverage your investments in your existing application infrastructure. The solutions have the following global capabilities: Any data field can be marked as an International Unicode Easily translate data by setting up a spreadsheet Role Based Security Solutions Supports International Date formats Supports Foreign Currencies and Currency Translations, can provide interfaces to foreign payrolls Safe Harbor Certified International Reporting Data Privacy Management Robust Role-based Security by Groups, Units Track Processes and Workflow for every manager System Security Role based security Defined access authentication and authorization Security Questionnaire Password Manager Security Administration by User Roles and Tab Access privileges System Administration and Configuration

15 Key Benefits Reduce administrative costs: HRadvocate enables employees, managers, and HR associates to complete daily tasks online saving time, reducing HR s administrative load, and saving your company money. Increase productivity: With HRadvocate, both the productivity and workflow of the HR department is enhanced. All employee information is directly available to the employee, allowing them to communicate more effectively with HR without having to spend time going from office to office. Provide Access to Information 24x7 for improved decision making: Access to information within HRadvocate allows companies to make decisions faster. HRadvocate enables Human Resources to run queries, set goals, and make policy decisions. Management can access employee performance and complete performance reviews, and employees can view time off and pay raises directly. Foster Collaboration and Innovation: HRadvocate offers unparalleled collaboration within an organization. HR content management and communication is taken to a new level through real-time collaboration, audio-video conferencing, threaded discussion boards, and other tools that encourage innovation and teamwork. Recruit and retain top performers and provide guidance and training to the underperformers: The use of HRadvocate s Applicant Tracking system, Learning Management system, Succession Planning system, and Performance Appraisal system offers companies the ability to successfully hire the best talent, keep them motivated, and allow them to contribute.

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