PaySavvy Products and Services

Productsand services

PaySavvy

400 – 73 Water Street

Vancouver, BC

Canada V6B 1A1

1-888-393-3483

[email protected]

www.paysavvy.com

OUR story 01

PaySavvy is a national full service human capital

management provider that offers cloud-based

payroll, human resources, and time and labour

management software.

PaySavvy’s advanced and intuitive platform allows clients to accomplish the most in the least amount of time.

We pride ourselves on offering competitive, predictable, all-inclusive pricing, and unparalleled access to exceptional

client support. Too many people are stuck with systems that don’t work. We think it’s time for a change.

PaySavvy offers comprehensive, fully integrated, cloud-based workforce management software as a service:

Our story is simple: we are bringing stress-free,

comprehensive payroll and workforce management

to Canadian businesses, both large and small.

Full-Cycle

Payroll Processing

Human Resource

Management

Time and Labour

Management

PaySavvy | Products and Services 3

Our Neighbourhood Lunch Program is just one

example of how we are lending a helping hand to our

community. Since its inception in February 2013,

the PaySavvy team has come together once a month

on Saturday mornings to prepare thousands of lunches

and serve them to those in need in the Downtown

Eastside. In 2013, PaySavvy exceeded its goal of

delivering 5000 lunches. By the end of 2014, we have

pledged to deliver 6000 lunches.

We have also partnered with the Ronald McDonald

House BC to help build their new $31 million house.

Located in Vancouver, the new home will provide room

for up to 73 families, making this the second-largest

Ronald McDonald House project in Canada.

We strive to be a leader

in giving back to our

community by putting

people before profit.

Neighbourhood LuNch Program

o u r s t o r y


At PaySavvy, our promises guide all of our client-related decisions and interactions. The PaySavvy Promises

stem from one overarching promise: to never compromise on the Client Experience.

PaySavvy promises to never compromise

on the Client Experience.

Paysavvy Promises

We Promise Immediate

Response

Dedicated Client

Success Representative

Improve our Software

and Practices

Solicit and Act on

User Feedback

Offer Transparent

and Fair Pricing


OUR culture 02

PaySavvy believes that productivity and

prosperity are achieved through a happy,

healthy, and fulfilled team.

PaySavvy provides a positive and fulfilling work

experience for its employees by developing

wellness initiatives, encouraging involvement in

charitable endeavours, and creating an

environment of appreciation.

PaySavvy recognizes the hard work of its team and looks to encourage their efforts by creating an

environment where employees feel truly appreciated.

eNviroNmeNt of aPPreciatioN

Paid Birthdays

Off

Three Weeks

Paid Vacation

Paid Personal

Days Off


At PaySavvy, the health and fitness of our team

is an important part of the daily operations.

To achieve and maintain a healthy lifestyle, PaySavvy has developed a series of challenges and subsidies to

encourage and bolster an environment of wellness.

By offering these “Wellness Tools”, PaySavvy is creating an atmosphere of health, giving our employees an

edge on their performance and building a stronger team.

the WeLLNess Project

Monthly Fitness

Challenges

Promoting

Healthy Eating

Subsidized

Fitness Passes


Through projects like our Neighbourhood Lunch Program and our partnership with the Ronald McDonald

House, the team bonds over a common good-will experience and is provided with an outlet to work with

charitable and not-for-profit organizations.

An important part of PaySavvy’s culture is coming

together as a team to work on community projects.

commuNity team Work

o u r c u L t u r e


OUR clients 03

PaySavvy has successfully acquired clients

from coast-to-coast in virtually every industry.

PaySavvy has several hundred active clients.

Notably, our clients include: Clearly Contacts,

Shell Canada, Build Direct, Mr. Lube, M&M Meats,

Booster Juice, and a number of government

agencies and public companies.

YOU’RE IN

GOODCOMPANY

www.paysavvy.com


—John Sotham,VP Finance of BuildDirect

We prefer to support local businesses, which is one of the

reasons we’re thrilled that our switch to PaySavvy from

ADP worked out so well. Their system has made managing

and paying our employees more efficient than ever.

We look forward to working alongside PaySavvy to

effectively manage our workforce as we grow.

BuildDirect was growing quickly in 2013. To help manage this growth, Project Manager Leyla Johnson was

looking for a payroll system that would be easier, faster, and offer better reporting. Their ADP system offered

restricted reporting that was only exportable to PDF, making the reports relatively unusable.

PaySavvy approached Jeff Booth, CEO of BuildDirect, in May 2013. He mentioned that they “had looked

into something similar before, but the functionality that was needed was not available.” When Johnson saw

a demonstration of our system she found that “PaySavvy was appealing because of [the] flexibility, ease of

accessing a team member, and the upload and download functionalities.”

the chaLLeNge

BuildDirect is an online supplier of home improvement products dedicated to being below budget and

above expectations. Their company is headquartered in Vancouver, with 12 warehouse locations across

North America, and takes in more than $100 million in sales.

It’s quite intuitive, quite easy to use!

—Jayde Smith, Senior Accountant of BuildDirect

case study:

BUild diRect


the resuLt

coNcLusioN

PaySavvy was able to provide cloud software to BuildDirect that is flexible, fully functional, and offered the

import and export capabilities that they were looking for. Many accountants still rely on Excel for aspects of

their job. Being able to export payroll data from PaySavvy into Excel, make changes and then import back

in, is one of the most-used features for BuildDirect. “It’s very easy to put the data into Excel, make changes

and make sure everything matches up,” says Jayde Smith, Senior Accountant at BuildDirect. Improving the

existing workflows of customers is a high priority for PaySavvy.

Smith spends about one day every two weeks managing payroll-related tasks for their employees, even with

a large amount of new employees and terminations. The PaySavvy system can pull the information from a

spreadsheet, so that data entry happens only once.

When asked how PaySavvy compares to other payroll software, Smith had this to say:

It’s on the Internet so I can access it anywhere. I love

that it can export to Excel and that it’s so flexible.

Other systems are not very flexible, they don’t allow

you to edit data, and they only export to PDF.

BuildDirect has already benefitted from PaySavvy’s flexible system thanks in part to improved reporting and

having a dedicated Client Success Representative, who is always available to address any concerns. With the

help of their improved payroll processing workflow, BuildDirect is able to confidently approach the task of

doubling their workforce.


case study:

inteRnatiOnal Pacific SaleS

Prior to onboarding with PaySavvy, Lalindra Anthony, Director of Finance for International Pacific Sales, was

searching for a payroll solution that was cloud-based so that he wouldn’t be tied to his computer in order to

review and approve his payroll.

Most importantly, Anthony was looking for a payroll solution that was simple. Anthony had found that fixing

any mistakes or oversights when submitting payroll with ADP was “a cumbersome process.” Instead, Anthony

wanted to be able to control his payroll run up to the point of submitting.

the chaLLeNge

International Pacific Sales (IPS) has been leading the industry of food service brokerage since 1969. With nine

offices all across Canada, they were looking for a new payroll software solution after spending 12 years with

ADP. Since IPS switched to PaySavvy, they have cut down on the amount of time they were spending on

payroll, without sacrificing functionality.

—Lalindra Anthony,Director of Finance for IPS

With ADP, I had to come into the office in order to use it.

With PaySavvy, I was able to approve our payroll on my last

trip to Sri Lanka!


the resuLt

coNcLusioN

After more than a year using PaySavvy to pay and manage employees across Canada, Anthony has found the

robust system that he was looking for.

By utilizing the preview function within PaySavvy, Anthony is able to preview his entire payroll run, including

individual pay stubs and the total deductions, on-demand before submitting. This has reduced the amount of

time spent contacting support to make changes to finalized payroll runs.

Additionally, Anthony has been able to go on a holiday! On his last trip to Sri Lanka, Anthony was able to

complete his payroll run by logging on to the PaySavvy website, before returning to his vacation without worry.

Anthony’s goals pertaining to payroll software were met while streamlining his payroll process, and

maintaining a level of rapport through a dedicated client support relationship. Anthony has found the client

support to be much better with PaySavvy, and appreciates that he usually works with the same client

support member, rather than getting a new support team member each time he calls or emails.

Simplicity is very important to me. I wanted to

find a payroll program that wouldn’t be cumbersome

and have me worrying about making mistakes.

That’s why I chose PaySavvy.

—Lalindra Anthony, Director of Finance for IPS


OUR products 03

PaySavvy’s comprehensive workforce

management solution keeps your employees

on task while increasing the efficiency and

accuracy of payroll preparation.

eNterPrise PayroLL ProcessiNg

» Best Platform

» Incredible Support

» Dedicated Client Success Representative

» Paperless

» Powerful Reporting, Including Excel/CSV Export

» Simple Pricing (no hidden fees)

» Phone, Email, Web, Live Chat, and Twitter Support

» Bank-grade Security

time aNd Labour maNagemeNt

» Employee Scheduling

» Physical Time Clocks

» Web-based Time Clock

» Streamline Payroll Preparation

» Avoid Compliance Violations

» Accurately Track Attendance

humaN resource maNagemeNt

» Employee Profiles

» Attendance Management

» Vacation Planning & Tracking

» Training & Certification Management

» Performance Management

» Employee Self Service

Enterprise

Payroll Processing

Human Resource

Management

Time and Labour

Management


OUR security 04

Providing top notch security and privacy for

our clients’ data is one of our top priorities!

PaySavvy uses the highest quality industry

standards in data safety in order to guarantee

leading security.

PaySavvy data is stored at RackForce, a Tier

III configured data center in British Columbia,

with 24-hour on-site staff and comprehensive

security programs:

PhysicaL security

security of cLoud services

NetWork security

security certificatioNs

The data center employs multiple physical security

measures: proximity pass, fingerprint, and security

code. There are several layers of security between

the front door and any individual computer rack.

A key element of our Cloud security is the

separation of our client’s data traffic at layer 2 from

public internet traffic.

The data center is fully redundant with 10Gbps

capability to every device within the facility and is

built on the Cisco Nexus 3.0 platform.

Type II SSAE 16 SOC 1, CSAE 3416 Type 2,

International ISAE 3402 Certification.

security features

» Firewalls

» Anti-Virus

» Integrity Monitoring

» Log Data Collection

» Data Backup Center

» Warm Disaster Recovery

PaySavvy provides security features to support

compliance that meet corporate IT security requirements:

secure coNNectioNPaySavvy’s client data is securely stored on its own

VLAN, using a private, two-layer WAN connection.

This provides an optimized secure environment by

ensuring client data does not traverse the public

internet.


le, all-inclusive pricing, and unparalleled access to exceptional client support. Too many people are stuck

with systems that don’t work. We think it’s time for a change.

PaySavvy offers comprehensive, fully integrated, cloud-based workforce management software as a service:

client support 05

The client experience is at the heart of every

decision we make. We believe the personal

touches are the most important ingredient when

providing exceptional client support. There’s a

rumor that we send our clients birthday gifts. We

can neither confirm nor deny.

A big part of that means being available through multiple channels. Our leading competitors think that having

a toll-free number directed to a call centre as the only method of support is sufficient. We don’t agree.

PaySavvy support is available through:

PaySavvy prides itself on incredible client

support. We make it easy for you to get a hold

of us when you need us.

Each of our clients is assigned a dedicated Client Success Representative who will become an expert in

your account and will be your primary point of contact. You will never have to waste time explaining the in’s

and out’s of your payroll setup to someone who is unfamiliar with your account, allowing you more time to

focus on your business.

Your dedicated Client Success Representative is always there for you, and will serve as your guide through

the implementation process and remain on your account to assist you along the way. Essentially it is like

having your very own payroll assistant.

Phone 24/7 Email Online Help Desk

Twitter LiveChat Dedicated Client

Success Representative


OUR pricing 06Why complicate things? At PaySavvy, our clients

get everything they need for one low price per

employee. There are never any hidden fees.

Everything is included. In most cases, clients who

have switched to PaySavvy have saved money.

» Online Payroll Processing

» Unlimited Users

» A Dedicated Client Success Representative

» One-On-One Analysis of your Specific Needs

» ROEs Filed Electronically with Service Canada

» All Standard Year-End Services and T4s

» Encrypted Pay Stubs Emailed to Employees

» Payment by Cheque or Direct Deposit to Any Bank

» Unlimited Live Support

» Unlimited Training

» Any Custom Reports

» No Base Fees per Run

» No Minimum Charges

» All Off-Schedule Pay Runs

» All Third Party Remittances

our aLL-iNcLusive PriciNg iNcLudesPaySavvy’s All-Inclusive

Pricing offers no hidden

fees.


the transition 07

PaySavvy’s onboarding process is designed

transparently to ensure that our clients are

provided with complete information on all

of our services, processes, and procedures

while feeling well supported moving through

the experience.

1—discovery meetiNgThe purpose of the discovery meeting is to assess the current payroll practices

and to recommend a solution based on the client’s industry best practices.

2—Product demoNstratioNA product demonstration is used to confirm that the recommended solution is

well-suited for the client.

3—ProPosaLA formal, detailed service proposal describes the PaySavvy practices,

solutions, and features.

4—eLectroNic agreemeNtA service contract is executed upon the client’s acceptance of the proposal

5—imPLemeNtatioNAn Implementation Specialist and a Client Success Manager are assigned

to the client to coordinate the implementation process and training.

The client is provided with a detailed implementation plan outlining the

process step-by-step with appropriate timelines. PaySavvy handles the

majority of the implementation. There is very little required from the client.

6—testiNg aNd traiNiNgOnce the system is fully implemented and tested for quality and accuracy,

training commences. This takes place, based on the client’s preference, at

the client’s site, via WebEx, or at PaySavvy offices.

7—go LiveA parallel payroll run is conducted to ensure PaySavvy results match those

of the client’s incumbent system and meet all compliance requirements.

Once the results are approved by the client, they go live.

30-day revieWThe final onboarding step is a 30 day review with the client to ensure success

and address any concerns.


PaySavvy

400 – 73 Water Street

Vancouver, BC

Canada V6B 1A1

1-888-393-3483

[email protected]

www.paysavvy.com

Documents

PaySavvy Products and Services