Implementation Strategies John Ykema, Director of Sales & Marketing

Implementation Strategies John Ykema, Director of Sales & Marketing

AgendaStrategies & Clientspace

Client Setup

Employee Setup

Internal Management

Open Discussion

Strategies & ClientSpace

• Ringing the Bell to Raving Fan• What are your intentions? How in

depth do you want this process to get?• Process Improvement / Management

Potential• Many Aspects of Implementation can

be handled by Clientspace.• Many different approaches.

Client Setup

Client Master Tasks

• Client Master Template Tasks

Implementation Cases

Template Cases with associated Template Tasks1. Configure your Template Case2. Add Template Case Trigger

(CM.Status=UnderContract)3. Configure your Template Tasks4. Add Template Task Trigger (Case Type = 215)5. Validate

Custom Dataforms

Single Forms:• Payroll Profile (PEO)• Implementation

Management (Custom)Multi-Forms:• Project Milestones

Setup Reports

• Account Card• Merges (Setup Sheet)• Ad Hoc Reports

Employee Setup

Employee Data Integrity

• Who’s first? Clientspace or Payroll System?• EmployeeID and ImportID

are critical.• Automatic ID generation.

Employee Paperwork

• Employee Paperwork Merges• Barcoded Documents

I-9 Management

•New Dataform used to help track/manage I9 Verification Process.•We highly recommend that you configure dataform

Security and enable field auditing.•One Per Employment Record•Purge Business Logic•Custom Clone Key for Re-verification

Benefits Enrollment

• Default Coverage Level from uploaded census.

• Benefits Election Forms

Internal Management

CSA Management

•Collateral Fields and Logic• Hard Errors• Fully Executed CSA logic

•CSA Approval Workflow• Contract Pending Approval status

Client Team Assignments

• Client Team Dataform• Used for Template Task Assignment• Can be configured to default based on selected

Team• Client Team Report

Client Service Team Transition

• Payroll Audits• Implementation Surveys• Transition to Service Team• Service Team Introductions

Client Activation

• Client Master Status• Updates Org Status• Activates Pricing Console• Enables Payroll Imports• Sets Start Date• Hard & Soft Errors• Triggers Workflow and Notifications