canopyhr tech charlie

Proprietary & Confidential canopyhr.comCanopyHR Overview

We Take HR Personal.

A comprehensive product that provides your company with a simple,effi cient, and powerful solution for all of your HR and Payroll needs,

including Online Benefi ts Administration.

HR & Payroll Done Right.

Proprietary & Confi dentialcanopyhr.com pg 01CanopyHR Overview

SuperiorTechnology

SingleDatabase

HR that’sPersonal

CanopyHR off ers a true SaaS solution that gives you the control to use the exact toolsets your company needs for managing all aspects of Payroll and HR.

Fully Hosted Online Application

CanopyHR’s solutions completely eliminate costly software add-ons and custom integrations from divergent systems.

Our Solution


No aggravation ofintegrating and supporting

in-house software

No ongoingmaintenance costs

No up-frontinvestment in hardware

or software

CanopyHR provides HR and Payroll solutions that simplify managing key information, customize to fit your exact needs and provide you with actionable data that is results oriented: • HR/Payroll/BenefitsManagement • Employee/ManagerSelf-Service • OnlineBenefitsAdministrationandEnrollment • Recruitment/TalentAcquisition • PaperlessOnboarding • WorkforceAnalyticsandReporting • GeneralLedgerManagement • AutomatedTaxFiling • UnlimitedElectronicFileStorage • SinglePointofContactforCustomerService

Key Features

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CanopyHR’s solutions were built using smart technology designed specifi cally to streamline your HR & Payroll process.

Single Database Solution: Input information one time only•Enablesreal-timeaccesstoallcompanydata•Securesystemlog-infromanywhere•Automaticinformationflowthrougheachofyourprocesses•Eliminateneedofduplicateentry

Systembuilton.NETframework:Asolutionthatisdesignedtowork with the other solutions you already use•Allowsexistingprogramstodirectlyinteractwithoursystem•Databaseconnectivityenablesinter-systemdataaccess•Aframeworkdevelopedtolessenyourworkload

Better Technology


WithCanopyHR’ssolutions,youcustomizeandcontrolthe functionality your company needs for HR & Payroll.

• Putsyouincontrolofcomprehensivetoolsetoptions • Useofpowerfulprocesswizardsthatareintuitivetoyourneeds • Scalablecapabilitytoaddmorefunctionsasyouneedthem • Accesstoover600reports,KPIsandBusinessIntelligenceMetrics • SafeandSecuredatacenterhostedbyCanopyHR

To Meet Your Needs


OneDatabase-OneEmployeeRecord-OnePointofEntryONE INTEGRATED SOLUTION

Simple,Efficient,Complete

Amplify company productivity with a solutiondesigned to save time, money and hassle

FollowsandtrackstheEEfromhiretofire

Dedicated to Customer Support•ClientExperienceSpecialistassignedasasingle point of contact to each account•Nomoreautomatedmessages,callcentersorwaittimes

Optimized Usability


Our Solutions streamline your HR & Payroll through improved functionality to ensure process accuracy, create more informeddecision making, and to improve employee productivity.

No more time, money and energy wasted on aggregating andinputting data - get back to analyzing and acting on the mostimportantpartofyourbusiness-yourPEOPLE!

A robust system that has merged everything into one database customized with scalability and reliability that creates a virtually paperlessworkflow.

The Bottom Line


• Trackemployeedata • Storepictures,PDFs,Worddocuments,andvideos • Utilizeintuitiveautomatedwizardsforemployeeevents,suchasnewhires, open enrollments and terminations • Define,monitorandbudgetcompanypositions • Customizeworkflowwithmulti-levelapprovalcapabilities • Manage,trackandreportonGovcompliancesuchasEEO,OSHA,FMLA, COBRA,FLSA,andHIPPA • Createjobrequisitions,downloadresumes,conductcandidatesearches,schedule interviews,andhireapplicantsthroughafullyintegratedApplicantTrackingmodule • Empoweremployeestoaccessandchangedataforthemselvesandtheirreportswith securetoolslikeEmployeeSelfServiceandManagerSelfService

HR Management Features:


• Processpayrollforanunlimitednumberofemployees,frequencies,andtransactions • SendtaxpaymentsautomaticallyviastandardACHprocessing • Check-printingandtax-filingservices,compliancereporting,year-endprocessing, and third-party remittance • Generatethird-partyAPchecksforgarnishments,taxlevies,uniondues, and labor allocations • Enteremployeetimeworkedwithwebtimesheetorimporttimecarddatafrom third-party systems • Receiveupdatedtaxcodesforfederal,state,andmunicipalrequirementsautomatically • ComplywithFLSA,overtime,andstateminimumwagerequirements • Definerolesperuserwithmulti-levelsecurityoptions • Accessmultipleorganizationaltiersforsophisticatedjobcosting • InterfacewithGeneralledgertoincreasedataaccuracy • Abilityforuserstodevelopcustomreports

Payroll Features:


• UtilizetheBenefitEnrollmentWizardforanaccurateandstreamlinedenrollmentprocess • Simplifyyear-to-yearbenefitsadministrationwithautomatedrolloverprocessing • Eliminatetheneedforprinteddocuments,manualenrollments,andpostagecosts by utilizing a “paperless” environment • Reducelaborusingelectronicinterfaceswiththird-partyadministrators • Eliminatemanualreconciliationofbenefitsstandardscosts • Quicklydeterminebenefiteligibilitybasedonyoupre-determinedcriteria • Budgetaccuratelybyanalyzingbenefitcosts • Allowemployeestoself-administertheirbenefitspackageviaaneasytouseWebinterface • Linkyouremployeeintranettotheonlineresourcesofyourthird-partybenefitproviders • Benefitenrollmentscanbedefinedfornewhires,openenrollmentperiods,and qualifyingevents • Employeescanviewcurrentbenefitplans,makelifeeventchanges,and self manage their benefi ts • Receiveautomaticnotificationsthroughtheapplicationsinternale-mailsystem

Benefi ts Management Features:



Screen-Shots

Weworkwithyoutogetthesystemseamlesslyintegratedinto your operations to ensure simplicity, effi ciency, and,most importantly, dependability.

- Integration in 5 Steps 1. Engage(InternalPre-PlanningMeeting) 2.Plan(PlanningMeeting,Timeline,Roles&Responsibilities) 3.Onboard(DataConversion&BusinessProcesses) 4.Confirm(ParallelTesting&CustomDevelopment) 5.Cutover(PayrollVerified&Post-ImplementationMeeting)

-BestPractice-90days- Comprehensive, Customized and Compliant

Implementation Process


Relationships Built on Trust


Relationships Built on Trust


“Switching to Canopy HR was the best HR decision our company has made. They have expert advice to address all Human Resources issues from Employee Relations to Payroll. We were given detailed step by step instructions when dealing with employee relations, and their online HRIS system has made employee management secure and convenient. All of the Specialists at Canopy HR are professional and personable, and we couldn’t be happier with our decision to work with Canopy HR.”

- Peter - Mortgage

“I am blown away by the service that we are receiving. You guys are there; you answer the phones; you listen and provide real solutions to our “people” issues. What I am really pleased about is that I don’t have to talk to multiple people to address one problem. You guys have truly taken the time to get to know our business, culture and our policies. Working through issues is like having you in the next office. I am impressed with CanopyHR. You have exceeded our expectations -- and have kept your promise to service our needs.”

- Julie - Medical

Get Started Today


Set up a live in-person or over the web Product Demo.

Charlie Clark Account Manager

[email protected]

P. (877) 694-2439 ext. 507 C. (408) 398-3144 F. (858) 408-2989

Proprietary & Confidential canopyhr.comCanopyHR Overview

Canopy HR Solutions® 5 Jenner, Suite 100 Irvine CA, 92618 USA

All work within CanopyHR’s proposal is intended for the recipient only. The recipient may use the information and ideas contained in this document only for the purpose of evaluating a business relationship with CanopyHR. The recipient may not disclose any of the information or suggested ideas contained herein to third parties or to the recipient’s employees except employees who are required to have the information in order to carry out the discussions of the contemplated business relationship. By accepting this document they are deemed to have agreed to these terms.

©2011 CanopyHR. We Take HR Personal.