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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Process Modeling Samples Roger A. Smith, CPP 21

Process Modeling Payroll Examples Roger A. Smith, CPP 22

Process Modeling Payroll Examples Roger A. Smith, CPP 23

Process Modeling Payroll Examples Roger A. Smith, CPP 24

Process Modeling Payroll Examples Roger A. Smith, CPP 25

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

Q&A Roger A. Smith, CPP 27

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

More webinars! How to Deal With the IRS and Other Government Agencies (RCH 1.0 - APA - pending) Oct 16, 10am PDT/1pm EDT Strategic Leadership for HR Executives: Strategies to Decrease Your Compensation Expense (RCH 1.0 - HRCI - pending) Oct 25, 10am PDT/1pm EDT Roger A. Smith, CPP 29

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

Contact Roger A. Smith, CPP PayrollProf.com Roger.smith@payrollprof.com 248.375.0820 Ascentis Human Capital Management Software info@ascentis.com 800.229.2713 @AscentisCorp Roger A. Smith, CPP 31