Alliance 2017 - What's New and Coming Up in Manage (ERP) - Workforce

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What’s New and Coming Up

Manage (ERP) - Workforce

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YOUR PRESENTERS

Teodora BuhtevaProduct ManagerJoined Sparkrock in ‘12

James FawVP Product Innovation, Founding PartnerJoined Sparkrock in ‘03

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WHAT’S NEW AND COMING UP IN MANAGE (ERP) - WORKFORCEC E O & F O U N D E R

Attend this session to understand new features released by Altus since last Alliance. This session will focus on Human Resources & Payroll features and we will highlight and demonstrate key features released. We will also provide attendees with insight into the roadmap for next year.

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AGENDA

INTRODUCTIONS

WHAT’S NEW

WHAT’S NEXT

Q&A

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WHAT’S NEW

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83Features & EnhancementsIncluding 4 new modules

3Releases and Two

Service Packs

417Pages of Documentation Published over 16 Guides

11+Dedicated

Product Staff Members

MANAGE (ERP)Highlights since Alliance 2016

F E AT U R E R E L E A S E PA G E S / G U I D E S T E A M

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December 2016 – SERVICE PACKExpense Claims Print View

Vendor Order Address on RequisitionsAttachments to HR Tasks

Cross browser issues on reports

October 2016 – SERVICE PACKTax OverrideUsability ImprovementsKwikTag Update

July 2016 – EXPENSE CLAIMS & ABSENCE MANAGEMENT

Expense Claims New User Interface and ProcessAbsence ManagementAbsence Confirmation

09.02

09.0201

09.02 02

Nov 2016 – STABILIZATION & LOCALIZATION K12 ReportingFrench Canadian LocalizationExpense Claims Enhancements

09.03

Releases 2016 April 2016 – NAV 2016 NAV 2016 SupportNew WebApps structure and pages

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General Ledger

Cash Management

Budget Management

Accounts Payable

Accounts Receivable

Inventory Management

Purchasing Asset Management

Advanced Financial Reporting

Employee Management

Position Management

Benefit Management

Online Requisitions

Online Expense Claims

Project/Grant Accounting

Budget Planning

Financial Analysis

Advanced Document Imaging

Workforce Business

Intelligence

Time Entry Training Management

Employee Scheduling

Absence Management

Collective Agreement

ManagementPayroll

Administration

Employee and Manager Self-

Service

Advanced Workforce Reporting

Applicant Management

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Finance Workforce

Appraisal Management

Financial Business

Intelligence

Manage

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9EMPLOYEE / POSITION MANAGEMENTMENU & CHARTS• Variance Stack on HR • Process & Usability Improvements

HR REQUESTS• HR Request Improvements

GENERAL • KwikTag Support for HR Entities• Collective Agreement Management

Enhacements

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PAYROLLENHANCEMENTS• Pay Cycle Period Offset (9.02)• Stat Holiday Payroll Calculations (9.03)• ROE Updates (9.03)

ABSENCE MANAGEMENT

ENHANCEMENTS• Absence Management new module released

(9.02)• Absence Confirmation (9.02)• Entitlement Enhancements (9.03)

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LET'S HAVE A LOOKDemonstration: Absence Management

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ABSENCE MANAGEMENTATTENDANCE PLANS• Plan Details• Causes of Absence• Entitlements• Sequencing

EMPLOYEE ATTENDANCE PLANS• Time/Attendance

ABSENCE REQUESTS• Absence Requests• Live Calculations• Approvals

ATTENDANCE CONFIRMATION• Attendance Reminders• Employee Confirmation• Manager Approval

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EMPLOYEE SCHEDULINGENHANCEMENTS• Timesheet Confirmation Line by Line• Create Shift Hidden from List View • Start and End Time Filter on Approve Location• Indicator on No. of Open Change Requests• Performance Improvements

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TIME ENTRYENHANCEMENTS• Timesheet Upgrade to WebApps 2016 (9.02)• Timesheet Print (9.01)

HR REQUISITIONSENHANCEMENTS• Multiple Usability Enhancements• HR Requisitions Upgrade to WebApps 2016

(9.01)

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LET'S HAVE A LOOKDemonstration: HR Requisitions

Teodora

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ONLINE CAPABILITIES (WEB APPS)MY SELF SERVICE• My Profile (9.01)• Pay Statements (9.01)• Attendance & Requests (9.02)• Absence Confirmation (9.02)• Tasks (9.01)• Qualifications (9.04)• Assigned Items (9.02)• Timesheets (9.02)• Tax Forms (9.02)• Training & Registration (10.01)

SCHEDULING• My Schedule (9.04)• Approve Shifts Worked (9.04)• Unit Schedule (9.04)• Confirm Shifts Worked (9.04)

MANAGER SELF SERVICE• My Team (9.01)• Appraisals (10.01)• Attendance Approvals (9.02)• Absence Confirmation (Manager) (9.02)• Tasks (Manager) (9.01)• Timesheet Approval (9.02)• HR Requisitions (9.01)• HR Requisition Approvals (9.01)

ADMINISTRATION• Change Password (9.03)• Delegates (9.01)• Notifications (9.03)

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LET'S HAVE A LOOKDemonstration: New Page Highlights

• Time Entry• My Team

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WHAT’S NEXT

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February 2017 – SCHEDULINGScheduling high & med priority items

April 2017 – PLATFORM AND MOBILENAV 2017WebApps Security EnhancementsIntegration with Engage Products (Applicant Tracking)Mobile optimized pages for specific web apps areas

Aug 2017 – SIMPLIFICATION, SCHEDULING & INTEGRATION

Simplification across the application including additional mobile optimized pages

Scheduling Time-ClockIntegration with Engage Products (Donor Management)

10.02

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Nov 2016 – STABILIZATION & LOCALIZATION K12 ReportingFrench Canadian LocalizationExpense Claims Enhancements

09.03

MANAGE (ERP) Dec 2017 – DYNAMICS 365 SOLUTION APPSolution App for Dynamics 365

10.03

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LET'S HAVE A LOOKDemonstration: Employee Scheduling 2017

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SCHEDULING ROLES

Manages Templates and creates the schedule from

the template

SCHEDULERCreates, maintains and approves the schedule

during the period

SUPERVISORViews schedule, requests changes, and logs time

away or off.

EMPLOYEEProcesses approved schedule for

payment

PAYROLL

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SCHEDULING PROCESS

ASSEMBLE INPUTS

CREATE SCHEDULE

MANAGE CHANGES

APPROVAL& PAYROLL

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QUESTIONS?

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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

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THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

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