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Page 1: ZELLIS MANAGED SERVICES PAGE 1 OF 8 Zellis Managed Services

PAGE 1 OF 8ZELLIS MANAGED SERVICES

Zellis Managed Services.

zellis.com

Page 2: ZELLIS MANAGED SERVICES PAGE 1 OF 8 Zellis Managed Services

PAGE 2 OF 8ZELLIS MANAGED SERVICES

We see ourselves as an extension of your business, but we’re not just there to ‘run’ your payroll. We’re always striving for continuous improvement – driving process enhancements, tighter compliance, and cost savings, while working in close partnership to solve your challenges. We also take pride in introducing new, innovative digital tools to further enhance customer collaboration and service delivery.

Our capabilities include:

• Fully or Partially Managed Payroll Services for the UK, Republic of Ireland, Channel Islands, and Isle of Man

• Managed Expat Payroll Processing

• Managed HR Administration Services

• Payroll Advisory Service

• Pensions Administration Processing

Your partner in payroll and HR success.

Zellis delivers market-leading Managed Payroll and HR Services, underpinned by the very best in people and technology. With more than 50 years of industry experience, we have the scale and expertise to provide solutions that not only serve your bespoke, mission-critical payroll and HR needs, but also add strategic value to your business.

• 120+ Managed Services customers

• 600,000+ employees paid through Managed Services every month

• £28 billion+ paid through Managed Services each year

• 700+ highly qualified payroll and HR experts across the UK and Ireland

• 99.9% average net payroll accuracy

• Winner: Payroll Software of the Year, CIPP Annual Excellence Awards 2020

• Highly Commended: In-Country Payroll Provider of the Year, Global Payroll Association Awards 2020

About Zellis

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PAGE 3 OF 8ZELLIS MANAGED SERVICES

Why partner with Zellis?In addition to our standard payroll services, we offer all our Managed Service customers access to advanced features and sophisticated digital tools that add value above and beyond a typical outsourcing partnership.

Award-winning software Our award-winning payroll software, ResourceLink (part of Zellis HCM Cloud), is the market-leader for the UK and Ireland. We take pride in using it to run your operations to the highest standards of accuracy and efficiency, keeping it optimally configured at all times.

ResourceLink's agile payroll engine uses over 400 automated checks to give you back more time in the payroll cycle. This helps to extend cut off deadlines, allowing for enhanced checks that result in improved accuracy and reduced risk of overpayment. Plus, our software provides both employee and manager self-service for viewing online payslips, managing personal information, and more.

Modern customer collaboration portalZellis Portal is a technology-driven customer collaboration portal available to every Managed Service customer, to improve visibility and collaboration, enhance security and reduce risk, and help your teams take back more time to focus on strategic activities.

Designed to revolutionise payroll service delivery, your Zellis Portal will allow you to:

• Have complete visibility into your payroll at any point

• Upload and view all your data securely, accessed by a trusted sources list

• Increase automation to allow for extended data cut-offs, giving you back time

• Receive notifications when items are ready for sign-off

Resilient, cost-efficient delivery modelOur optimal mix of onshore and offshore delivery provides the scale to keep your operations resilient, secure, and cost-efficient in a volatile business environment – significantly reducing risk to your organisation.

Serving over 600,000 employees, the size and scale of our Managed Services division enables us to reduce costly management overheads and avoid the inefficient ‘downtime’ in cycles that may be experienced with an in-house team. Plus, as our teams are located across three countries, we not only have access to the best global talent, but we also gain a labour arbitrage benefit which we pass back to our customers.

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Confidence in compliance and securityWe meticulously meet all relevant payroll and HR regulations, along with the highest standards of data and information security, including GDPR, SOC1, and SOC2.

Our sophisticated payroll and HR system also enables us to run enhanced checks to protect you against fraud, including:

• Duplicate bank details

• New starter validation

• Pay variance

• Zero tax deductions

• High earner checks

Strategic reporting and insightsIn addition to delivering on all your audit and compliance reporting requirements, we also go above and beyond to provide proactive, first-class insights that help you unlock greater value from your data, such as:

• Cost and impact of overtime

• Cost of absence by individual, department, or company

• Percentage spend on basic pay, overtime, absence, bonus, and expenses

• Detailed analysis of costing data

• Customer Success Manager at no extra charge

• Access to Zellis Portal

• Free annual health check

• Industry-leading software, kept optimally configured at all times

• Guaranteed legislative compliance

• Interactive employee self-service and payslips

• Proactive reporting and insights

Exclusive features

“Our partnership with Zellis means we’re always moving forward and discovering new benefits for every single department and employee.”Education organisation, 4,200+ employees

A partnership approachWe feel that to provide the very best service, you need to build a partnership based on transparency, track record and mutual goals. That's why we will work closely with you to achieve your goals, proudly delivering industry-leading levels of service.

You’ll receive your own dedicated Customer Success Manager, an annual process health check to identify new opportunities for process improvement, and access to the very best payroll and HR expertise whenever you need it.

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Our Fully Managed Payroll ServicesWith a wealth of cross-industry experience, our Managed Payroll Services team can deliver even the most complex of payrolls efficiently, accurately, and on-time every pay day. We’ll streamline and improve your payroll processes while fulfilling your exact requirements, no matter what they are.

Key features:

Pre-payroll

• System set up and testing

• Data entry including salaries, timesheets, absence, and variable payments

• Validated and audited calculations including statutory and occupational payments

• Backpay, expenses, childcare, increment, and pay awards processing

• Workplace pension/UK auto enrolment processing

• In-depth payroll reporting and reconciliation

• Court order processing and pay over

• Payments after leaving processing

• Complete BACS and SEPA sign off pack

• BACS accredited payment processing

• Payments to HMRC, Irish Revenue, and third parties

Throughout the payroll cycle

• Customer Success Manager

• Access to Zellis Portal to monitor the progress of the payroll cycle

• Helpdesk facility for the handling of all employee queries

• Liaison with HMRC and Irish Revenue on your behalf

• Customer audit support

• Full payroll background table maintenance, including pay parameters

• Hardware and software hosted within a secure data centre

• Business continuity planning and Disaster Recovery arrangements

• Nightly on-site backups

• Monthly off-site backups

Post-payroll

• Reconciliation of both the payroll and output

• Online or printed payslips

• Completion of all additional payroll related correspondence

• Overpayment calculation

• Year-end processing

• Net calculation of payments outside the payroll cycle

• Administration of HMRC files, both sending and receiving

• Administration of Irish Real Time Reporting

• Administration of Channel Islands and Isle of Man legislative reporting

With our Fully Managed Service we can undertake all of the above for you, but if you’re only looking for support with a particular set of tasks, we can develop a bespoke Partially Managed Service to meet your needs. We will work with your in-house team to de-risk your payroll, strengthen your resilience, and pass the more technical elements of payroll processing over to us, including gross-to-net calculations and production of outputs and payments.

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PAGE 6 OF 8ZELLIS MANAGED SERVICES

Pension administration We can help lighten the load of your pension duties with our managed pension administration services. We can produce the necessary pension reports, action the annual statutory increases, and produce monthly pension returns. Furthermore, we can produce annual returns for pension bodies such as LGPS, PCSPS, TPS, USS, SYPA, and MyCSP. All pension queries from both customer representatives and pension administrators can be handled by our expert teams.

P11D servicesOur P11D service includes general administration, P11D data input, processing output, statutory declaration, reporting, and revisions. Taking up our P11D service along with our Managed Payroll Service means you won’t have to worry about any part of the year end process – leave it all to us.

Expat servicesWe can take care of your expatriate and inpatriate processes. This service includes everything within our Managed Payroll Service, in addition to foreign tax credit relief, expat tax form completion, and expat and inpat tax and NI assessments.

Payroll Advisory ServiceIf members of your in-house team are on long term sick leave or leave the business suddenly, or if you just feel that your team is overstretched and needs extra support, we’re here to help. Our payroll experts can step in at short notice to assist with highly specific tasks and issues. They can provide hands-on support, pinpoint where process changes are needed, help you to create a business case for Managed Services, and much more.

Additional Managed Payroll Services We can offer additional Managed Payroll Services to those organisations that require further administration support, including:

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Managed HR ServicesAt Zellis, we offer expert HR services, enabling your teams to spend less time on administration, and more time on higher value HR work.

HR administration servicesLet us support your wider HR team by handling those time-consuming, but critical administration tasks, so you can take back more time for strategic work.

We can provide support with contract production, updating personnel information, managing HR documentation such as employment records and onboarding guides, and much more.

RecruitmentWith our support throughout the recruitment process, we will help you to attract and retain top talent. We can help you with logging and monitoring vacancies, writing job descriptions, building job profiles, publishing job vacancies (both online and through agencies), and administration. We can also shortlist and screen applicants before organising and inviting them to interview.

Through our partnership with TalentSoft, we can create a branded recruitment website for your organisation. We can use this to publish your job information and enable you to capture online applicant data.

Background Checking Zellis Background Checking is our employee background checking solution, which can be deployed as as a Fully Managed Service. Through a wide range of thorough checks, this service gives you confidence that both your new starters and current employees are who they say they are.

Some of the checks we undertake include:

• Criminal record checks

• Employment verification

• Educational qualifications

• Right to work

• Media searches

“We work with a great team of knowledgeable payroll professionals at Zellis who are committed to providing a high-quality professional service.”Public sector organisation, 1,000+ employees

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PAGE 8 OF 8ZELLIS MANAGED SERVICES

Ready to find out more?We understand that making the decision to outsource payroll and HR processing, or transferring the work from one provider to another, can be daunting. At Zellis, we are committed to helping you make the right decision for your business.

If you want to explore whether a Managed Service is right for your business, we can offer:

• A free, no commitment, payroll health check*

• Support in developing your business case

• The opportunity to visit our service centres, meet our experts, and see how we work

If you’d like to benefit from any of our Managed Services to transform your payroll and core HR operations, call us on 0800 035 0545, email us at [email protected], or send us a message.

zellis.com

* Subject to eligibility and availability