STEPS TO PAYROLL

SOFTWARE SELECTION

FINDING THE RIGHT HRIS FOR YOUR ORGANIZATION

PAYROLL VENDOR VS. HRIS VS. ERP• PAYROLL VENDOR – PROVIDES STANDARD PAYROLL AND TAX SERVICES

• HRIS – HUMAN RESOURCES INFORMATION SYSTEM

• ERP - ENTERPRISE RESOURCE PLANNING

Payroll

HRIS

ERP

• Product planning, cost and development

• Manufacturing or service delivery

• Marketing and sales

• Inventory management

• Shipping and payment

• Human Resources

• Employment Assessments

• Applicant Tracking• Background Screening• Onboarding• Learning Management• Performance mgmt.• Compensation mgmt.• Succession planning• Time and Attendance• Leave of Absence• Benefits Administration• Employee Self Serve• Big Data• Payroll Administration

• Payroll• Taxes• Garnishment

OBJECTIVE: DISCUSS THE PHASES OF VENDOR SELECTION AND IMPLEMENTATION

• DISCOVERY

• BEGINNING THE DIALOGUE

• NARROWING THE OPTIONS

• FINAL SELECTION

• IMPLEMENTATION

• CONTINUING SUPPORT

DISCOVERY• WHAT DO WE HAVE?

• LIST YOUR CURRENT SYSTEMS

• WHAT ARE THEY COSTING US?

• HOW ARE THEY CURRENTLY WORKING TOGETHER?

• WHO ARE THE POWER USERS?

• BUILDING CHANGE AGENTS!

• BUILDING A BUSINESS CASE

INTERNAL

Company Function

Our Systems Provider Annual Costs Power User Current System Deficiancies HR/Legal Vulnerabilites

Applicant Tracking

e-Verify

Background Screening

OnboardingPerformance Management

LMSWorker's

Compensation

Garnishments

Benefits

Payroll

Timekeeping

Expense

Big Data

Finance

Operations

Fleet Managment

Marketing

Current Systems

DISCOVERY

• WHAT ARE THEY OFFERING?

• ERP, HRIS, PAYROLL?

• SAAS OR HOSTED?

• NATIONAL, INTERNATIONAL, MULTI STATE?

• APPLICANT TRACKING

• E-VERIFY

• BACKGROUND SCREENING

• ONBOARDING

• PERFORMANCE MANAGEMENT

• LMS

• WORKER'S COMPENSATION

• GARNISHMENTS

• BENEFITS

• PAYROLL

• TIMEKEEPING

• OPERATIONS

• EXPENSE

• FINANCE

• BIG DATA

EXTERNAL

HRIS Systems Last First Number e-mailSaaS (Software

as a Service)

Enterprise Resource

Planning (ERP)

Pre employment Assessments

Recruiting/ Application

OnboardingPerformance

Mgmt360 Feedback

Succession Planning

LMSCompensation Management

Payroll ESS TimekeepingWorker's

CompensationBenefits Expense Big Data Finance

Our Needs:

Company 1 Cleatus Kevin (360) 392-7217 Kevin.Cleatus@Company 1.com Y y y Y y y y Y Y Y Y y y yCompany 2 Hader Adam (775) 703-1038 Adam.Hader@Company 2.com Y Y Y y y Y yCompany 3 Smith David (418) 252-4268 David.Smith@Company 3.com Y y y y y y Y y yCompany 4 Pratt John (598) 894-5790 John .Pratt@Company 4.com Y y y y y y y y y y y y yCompany 5 Jones Bi l l (890) 083-5781 Bi l l .Jones@Company 5.com Y y y y y y y y y y y yCompany 6 Ngyugen Christine (484) 396-0335 Christine.Ngyugen@Company 6.com Y y y y y yCompany 7 Rieley Jul ie (317) 094-6542 Jul ie.Rieley@Company 7.com Y y y y yCompany 8 Brant Debbie (734) 383-1255 Debbie.Brant@Company 8.com Y y yCompany 9 Publ ic John (954) 670-0234 John .Publ ic@Company 9.com Y y y y y y y y y

Company 10 Charger Hard (269) 672-9620 Hard.Charger@Company 10.com y y y y y y y y y y ? yCompany 11 June Jess ica (700) 623-8666 Jess ica.June@Company 11.com y y y y y y y y y y yCompany 12 Felder Kim (107) 770-4007 Kim.Felder@Company 12.com yCompany 13 Ki ln Larry (218) 393-0895 Larry.Ki ln@Company 13.com

Company 14 Center Sandy (432) 130-8242 Sandy.Center@Company 14.com Y y y y y y y y y yCompany 15 Sew Claire (822) 264-7941 Cla i re.Sew@Company 15.com

Company 16 Opoal Ron (783) 297-0575 Ron.Opoal@Company 16.com y y y y yCompany 17 Ochoa Barbara (355) 109-3146 Barbara.Ochoa@Company 17.com

Company 18 Gagnon Kevin (417) 597-5416 Kevin.Gagnon@Company 18.com Y Y Y Y Y Y YCompany 19 Derk Don (594) 075-5442 Don.Derk@Company 19.com y y y y y y y y y yCompany 20 Bonzai Lisa (603) 420-7871 Lisa.Bonzai@Company 20.com y y y 2014 2014 2014 3rd Party y y y yCompany 21 Ternit George (750) 700-9626 George.Ternit@Company 21.com y y y y y y y

Contact name

•KNOW YOUR REQUIREMENTS INSIDE AND OUT!!!• DOCUMENT ALL SYSTEM PROCESSES AND CALCULATION

• RFP OPTION

BEGINNING THE DIALOGUE

Due Diligence Doc

BEGINNING THE DIALOGUE

• CONTACTING VENDORS

• WINE AND DINE

• VENDOR DEMONSTRATIONS

• ANALYSIS

• GET PRICING ESTIMATES

Caution:• 3RD PARTY VENDORS

• CONSULTANTS

• SINGLE DATABASE – REALLY!?

• TAKE NOTES OF LIKES AND DISLIKES

• GET TO THE DEMO!!!

• CAN SALES PERSON ANSWER YOUR QUESTION?

• STAY IN CONTROL OF YOUR PROJECT

• “BESTIES”

• “BESTIES”

BEGINNING THE DIALOGUE

NARROWING THE OPTIONS

• GET YOUR SHORT LIST

• RESEARCH

• HISTORY

• 10K, S-1, GOOGLE, YOU TUBE, INDUSTRY MAGAZINES, WEBSITES

• IMPLEMENTATION

• IN HOUSE VS. THIRD PARTY

• HOW SOON CAN WE START?

• HOW LONG WILL IT TAKE?

• WHAT TRAINING COMES WITH IT?

• CUSTOMER SERVICE

• CONTRACT TERMS

• LENGTH OF OBLIGATION

• PENALTIES FOR EARLY TERMINATION

• SERVICE RESPONSE

• IMPLEMENTATION COST

• PAYMENT STRUCTURE

FACE-TO-FACE DEMONSTRATION :

•POWER USERS

•ENDS USERS

•EXECUTIVES

•CHANGE AGENTS

•DECISION MAKERS

NARROWING THE OPTIONS

Assessm

ent

Recruiting /

Application

Onboarding

Perform

ance M

gmt

LMS

Payro

ll

Benefits

Timekeeping

Product

Support

Implementa

tion

Cost

Financia

l Stre

ngth

Company A y 1 2 5 5 17.5 58%

Company B y 3 2 3 3 16.5 55%

Company C y 3 4 4 3 21 70%

Company D y 3 2 3 3 16.5 55%

Company E y 3 4 4 4 22 73%

On paper only 1 1 5 11 44%

On paper only 1 1 5 11 44%

$XX $XX $XX $XX $XX $XX $XX $XX 356$ Avg: 57%

Perf & Goals

Succession

360 Feedback

Company F y 2 2 4 5 5 25.5 68%

Company G y y 5 5 5 3 2 31.5 84%

Company H y y 3 4 4 3 21 70%

Company I y 3 2 3 2 3 19.5 52%

Company J y 3 4 4 4 4 28 75%

$XX $XX $XX $XX $XX $XX $XX $XX 258$ Avg: 70%

Option 2 Company 1NTS-

Performance Mgmt

NTS-Learning

Payroll HR MgmtTime &

Labor Mgmt5 3 5 4 3 31 83%

Company K y y

Company L y y y y y

$XX $XX $XX $XX $XX $XX $XX $XX 365$ Avg 81%

Perf & Goals HCM BenefitsTime

TrackingSuccession

PlanningCareer Dev

Company M y

Company N y y y y y y

$XX $XX $XX $XX $XX $XX $XX $XX 500$ Avg 62%

Perf & Goals

Succession

360 Feedback

Company O y y y

Company P y y y y y

$XX $XX $XX $XX $XX $XX $XX $XX 458$ Avg 68%

Company K y

Company Q y y y y

$XX $XX $XX $XX $XX $XX $XX $XX 370$ Avg 77%

Option 2 Company 1 Do Right Know Right Payroll HR MgmtTime &

Labor Mgmt 4 4 3 5 4 30 80%

Company K y y

Company P y y y y y

$XX $XX $XX $XX $XX $XX $XX $XX 550$ Avg 73%2 1.5 1.5 1.5 1

30

Option 4 Assessment Learning

5

ATS DayPlan DayPlan DayPlan DayPlan

NONE

Learning Paylots Benefits

ETP

ADO

Paylots DBF ADO

30

Projected annual cost In

thousands

4 3 4 3 2 25 67%

y

4

2 5 4

67%

69%

37.579%

37.557%

67%

37.5

37.5

37.5

2 5Learning

3 5 4 4

3 3 2

4

CurrentlyCompany 1 iApplied

Option 1 Company 1 KMS Onboarding

Company 1 Recruiting Onboarding

Option 5 Company 1 ATS Onboarding Learning

29.5

25

21.5

26

25

1 3

3 4

3 2

Option 3

4 3 4

AS PayrollCloud

ConnectAbsence

Mgmt

3

Perf & Goals83%

4 3 3 3 5 26.5 71%

5 4 3 3137.5

Time & Labor Mgmt 5 3Workbox

XX

X

XXX

X

X

X

X

NARROWING THE OPTIONS

Company A

Company B

Company C

Company D

Company E

Company F

Com

pany

ACo

mpa

ny B

Com

pany

CCo

mpa

ny D

Com

pany

ECo

mpa

ny F

Recruiting / Application 1-4

Onboarding 1-4

Performance Mgmt 1-5

LMS 1-3

Payroll 1-3

Benefits 1-3

Timekeeping 1-3

Rank each vendor's product in preference order (1 = most preferred)

FINAL SELECTION

MEET EVERYBODY!!!:

THE “NERDS”

THE IMPLEMENTATION TEAM

THE SERVICE TECHNICIAN

THE EXECUTIVES

CULTURE

FINAL SELECTION

PRESENT FINAL RECOMMENDATION TO DECISION MAKERS!!

NEGOTIATE FINAL PRICING:

• FIXED COST INDUSTRY

INCLUDE YOUR REQUIREMENTS INTO CONTRACT LANGUAGE

IMPLEMENTATION

YOUR OBLIGATION:

•COMMIT RESOURCES

•ARTICULATE YOUR NEEDS CLEARLY

•PROVIDE GOOD DATA

•KNOW WHAT YOU WANT

Caution:• SCOPE CREEP

• PASSED AROUND

• NOVICE PROJECT LEAD

• MISSING DELIVERABLES

• ABANDONMENT

BREAKING UP WITH PREVIOUS VENDORS

IMPLEMENTATION

CONTINUING SUPPORT

•ACCOUNT MANAGER – JUST A PRETTY FACE?

•PHONE SUPPORT – WHO IS PICKING UP THE PHONE?

•EMAIL SUPPORT – WHEN WILL I GET A RESPONSE?

•CONTINUOUS TRAINING – WHAT’S AVAILABLE, WHAT DOES IT COST?

QUESTIONS?