Selecting and Implementing a HRMS

Why we need a HRMS            

Lack of central recordsLegislative complianceDifficult to access informationInaccurate reportingInconsistent tracking of KPIsUnable to guarantee best practiceLost paperworkIncomplete activitiesPoor use of budgetsEmployees are not engagedUncontrolled costsSave time

Benefits of Implementing a HRMS            

Instant, accurate knowledgeAvoid litigation Understand problems before they affect the businessControl and direct spendingReduce costsIdentify and take action on KPIs Ensure best practiceStreamlined and standardised processesReduce paperwork, ensure accuracyEnsure all activities happen in a timely fashionSpend wiselyInvolve employees, generate loyalty and well being

Selecting a HRMS            

Pro active, not just a databaseUser friendlyFlexible, ability to configure it ourselvesProcess ledEasy to analyse data and also take action with the dataOffers full functionality across all usersDepth of functionalitySingle supplierFinancially strong supplierTrack record of successful projectsProven system with reference sitesTechnology fitScalable

Selection Process            

To select a HRMS we have:

• Had initial demonstrations from <<x>> suppliers• Had further demonstrations of key areas• Provided a list of key requirements to the suppliers• Compared their responses and scored them• Taken up 2 reference sites with each supplier• It have confirmed their preference for technology fit• Checked the supplier’s financial status• Challenged the supplier with key questions*

* See next slide

Challenging the Suppliers            

Although we have provided a list of requirements we have also challenged each supplier to show, in demonstrations, the following:• Do you provide pro active features such as dashboards?• Can we set up our company hierarchy?• Are organisational charts built in?• Can we add as many fields and screens as we want?• Can we import spreadsheets?• Can we set up our own business rules such as entitlements and maternity policies?• Can the system manage shift patterns in hours and minutes?• When a user logs in can they have different levels of access through a single login (i.e. Self serve, manager, HR user and Recruiter)• Is everything from a single supplier, no partner systems?• When we write a report can we actually use the information to take action?• Is the system process led?• Can I build workflows myself? If so, show me by building one and running it. Include decisions, forms, screens and mail merge emails• We want a system that guides users through activities. Show me how your system caters for it.• I want the system to monitor KPIs and warn me when certain criteria have been met. How does your system do that?• Show me a full process from a Manager wanting to recruit, through to application and employment of a new member of staff.• Can we build on screen forms ourselves?• Is it one system for everyone or do we have to install lots of systems?• Is it on the best technology and if so, is it proven or was it released recently?• Do you have lots of organisations using your systems already?

Our chosen supplier            

We have chosen Cascade because:• They have a .net HR system which is 100% browser based• They have a HMRC accredited payroll system which is theirs, not partnered• They do everything in house so we deal with one supplier for all support, software and services• Their systems are proven and we have contacted 2 of their 170 clients using the .net system who gave excellent references• They have a strong track record•They are rated 2 by Dun & Bradstreet and have been listed in Who’s Who as one of the fastest growing companies in the UK• They provided the best match to our specification and also the challenging questions• They exceeded our expectations by offering thought provoking functionality • We can see fact based returns from the concepts on offer

   What is Cascade?

Who    are Cascade?

Founded in 1992 54 employees Low staff turnover Based in Leeds 170 clients using latest .Net solution 250 clients using legacy systems £4,000,000 turnover Self funded, no borrowings, wholly owned 4 shareholding Directors U.K. company

What     is Cascade?

Range of ModulesHRPayrollSelf ServeTrainingRecruitmentOnline RecruitmentWorkflowTimesheets

Key featuresSystem designerOnline SurveysPolicies and ProceduresReportingOrg ChartsOutlook IntegrationSalary ModellingDashboard

What is Cascade’s

 history?

Founded in 1992 Developed and sold client based hr systems 3 new directors (4 including founding director) Rebranded in 2004 Released .net product in 2004 Purchased & integrated palm payroll in 2005 Purchased and moved into our new offices in 2008 Growth since re-launch:

2006 -12 employees, £750,000 turnover 2007 – 28 employees, £1.7M turnover 2008 – 50 employees, £3.2M turnover

Who uses Cascade?

200 employeesLeisure Industry

300 employeesArchitects

300 employeesRecruitment

125 employeesLeisure Industry

100 employeesManufacturing

200 employeesCharity

50 employeesFinancial

300 employeesProperty

200 employeesCommunication

750 employeesRetail

3000 employeesShipping

4000 employeesCall Centre

200 employeesManufacturing

1000 employeesCity International

Law Firm

750 employeesCity International

Law Firm

200 employeesManufacturing

500 employeesRetail

200 employeesMarketing

Who uses Cascade?

200 employeesManufacturing

200 employeesEducation

100 employeesHousing

200 employeesHousing

100 employeesLegal

200 employeesEducation

200 employeesLegal

4000 employeesPublic Transport

300 employeesManufacturing

200 employeesFinancial

500 employeesUnion

600 employeesShipping

100 employeesHousing

750 employeesAutomotive Engineering

850 employeesFinancial

200 employeesMedia

300 employeesProperty

200 employeesSoftware

Who uses Cascade?

150 employeesLegal

400 employeesFinancial

100 employeesCharity

100 employeesInsurance

500 employeesHousing

100 employeesSoftware

1000 employeesOil

300 employeesProperty

100 employeesPublic Sector

500 employeesHousing

800 employeesPower Station

200 employeesRetail

400 employeesOpticians

750 employeesFinancial

4000 employeesEmployment

1000 employeesManufacturing

100 employeesAccreditation

300 employeesInsurance

Who uses Cascade?

1500 employeesEmployment

130 employeesData

150 employeesLegal Association

200 employeesHousing

600 employeesHousing

300 employeesSoftware

1000 employeesHousing

400 employeesManufacturing

1000 employeesHousing

4000 employeesHousing

200 employeesLegal

400 employeesEngineering

1500 employeesCare Homes

200 employeesHousing

400 employeesRetail

400 employeesSoftware

200 employeesFinance

200 employeesCharity

Who uses Cascade?

400 employeesProperty

2000 employeesBuilding

3250 employeesCall Centre

50 employeesHousing

500 employeesHousing

200 employeesLegal

300 employeesTraining

300 employeesRetail

200 employeesHousing

1500 employeesStationary

500 employeesOil

1000 employeesProperty

300 employeesHousing

50 employeesHousing

1000 employeesProperty

75 employeesHousing

300 employeesLeisure Industry

300 employeesOil

Example HRfeatures

DashboardQuery ManagerOffice ReportsGraphs and ChartsOutlook IntegrationOrganisational PlannerOrganisational ChartingComprehensive Employee RecordsMail MergeGroup Action ListSkills MatchingDynamic GroupingThird party interface

Example Recruitment                        features

Fully integrated back office and online recruitmentUser definable online applicationsUser definable client branded recruitment websiteSmart Parse CV technology for slick applicationsOnline application trackingOnline agency accessWorkflow enabledAuthority to recruitTalent pool managementSkills matching & flexible CV searchSelective & bulk document\mail mergeIntegrated query toolsRecruitment dashboard

Example Training                        features

Training and development plansRequest ManagementInvitation processingCourse ManagementTraining CalendarBudget ManagementAttendance managementProvider managementContinuous Professional DevelopmentSkills matching (Post, Employee, Ad Hoc)Course Diary

Example Payroll                        features

HMRC AccreditedFully Integrated to HRIntegration InterfaceReal time integration or sign off Online PayslipsStatutory and Operational SchemesBACSOnline filingUser definable payslipsBulk UpdateBuilt in report writer and standard reports Statutory reports

Example Workflow                        features

Icon driven, easy to useEmail/Word mail mergeOnline, multipart, forms and surveysTasks and notificationsDeliver record screens as tasksUser or automatic decisionDynamic filteringAuthorisation routes, workflow and proactive workflowAutomatic chasersWorkflow catalogueWorkflow tracking

Example Self Service                        features

Self Serve Timesheets Group Timesheets Online Surveys Policies and Procedures Holiday requests Training requests Planners Organisational charts Phone directory My Face Team recruitment Online payslips

Example Timesheet                        features

Group timesheets or self service timesheetsEmployee add own time details through self serveManager add teams through self serviceArea manager can add/edit/review multiple site’s times Authorisation routes