Payroll Roundtable: Payroll Integration with Evolution (EVO)

Payroll Integration with EvolutionRoundtable

Agenda:

• Panel Member Introductions 5 minutes

• Sync Overview 2 minutes

• Roundtable Goal & Objective 2 minutes

• Topics 1 minute

• Discussion 40 minutes

• Conclusion 5 minutes

• Feedback & Q&A’s 5 minutes

Time Limit 60 minutes

Jennifer McCray InfinityHR Payroll Integration Product Consultant

Steve WhitterSenior VP, Sales

John McDonaldInfinityHR Senior Software Developer

Samantha GangloffImplementation Manager Sheakley PaySystems

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

•Stand-alone application designed to interface bet

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Facilitates the transfer of employee data from HR to Evolution

Passes employee paystubs and W2’s from Evolution to HR

Evolution

InfinityHR system of record

Evolution

Stand-alone application designed to interface between InfinityHR and Evolution

InfinityHR system of record

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

• Middleware BETA testing ~ 2 years• Tool went live January 2014• iSystems role includes:

• Bi-Weekly User Group call• Middleware installation and training• Tool ownership including break/fix & enhancements

• Initial sync issues are to be sent to iSystems at support@evolutionpayroll.com• InfinityHR role includes:

• Web Service ownership• Secondary support on the middleware

• For initial sync related questions please refer to Online Resource Center in InfinityHR Online Resource under the Web Service branch >> Payroll Sync Guides >> EvoInfinity User Guide

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Goal & Objective:

Facilitate a meaningful group discussion that is engaging and helpful.

• Topics are clear and solicit specific feedback

• Topics are relatable across all Service Bureaus or sync partners

• Discussion is interactive amongst all attendees

Topics:

• Importance of roles and responsibilities

• Evaluating operational processes

• How to stay competitive

• Help identify ways to make the integration better

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Discussion:

• Importance of roles and responsibilities – Samantha Gangloff

• Evaluating operational processes – Samantha Gangloff

• How to stay competitive – Steve Whittier

• Help identify ways to make the integration better – Jennifer McCray

• Summary

• Discoveries / Conclusions

• Action items

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

• Feedback on today’s session

• Q&A Opportunity

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

InfinityHR Resource Center:• Web Service > Payroll Sync Guides > EvoInfinity User Guide

• User Guide• EvoInfinity Sync Notes• EvoInfinity Sync Checklist• EvoInfinity Support

• Web Service > Knowledgebase • Payroll Integration – EvoInfinity Sync

• Web Service > Web Service DashboardOther:• Infinity Import Layout – Evolution

Middleware & Web Services Tool Kit

Thank you for participating

• Importance of roles and responsibilities• How important is it for the Service Bureau to manage their client and their expectations of the

middleware? • Would you say it is important that the Service Bureau be fully vested in both Infinity and so

they can manage the sync program more effectively with their clients?• Evaluating operational processes

• Have you had to make adjustments or process changes with existing payroll clients to begin using the middleware?

• Have you established a standard protocol for migrating existing payroll clients onto InfinityHR who will be utilizing integration?

• Do you go through a discovery process to determine if a client would be a good fit for InfinityHR and the middleware?

• How to stay competitive • What are 3 competitive advantages of using the middleware?• What is the most important attribute in positioning the middleware in the sales process?

• Help identify ways to make the integration better• How would you improve the middleware onboarding process? What would you have liked to

see? What was missing?• Do you consider there to be any gaps with the data that syncs or how the tool functions?

Roundtable Questions