Q1 2017 Enhancement Webinar

April 4, 2017

Jonathan WiersmaGeneral Manager

HR Solutions

Presenter

Kenna Puckett Marketing Manager

Panelists:

Jessica LaFeverProductAnalyst

Presenters and Panelists

AGENDAAGENDA• Introduction

• Q1 2017 Enhancements

• Exciting Customer Help Announcement

• Quarterly Product Roadmap

• Opportunities to Get Involved

Introduction• #1 Provider of web-based

government solutions

• 2,500+ clients

• 55,000+ users

• 60,000,000+ citizens

• GovTech 100

• Inc. 5000, since 2011

• Dedicated to local government

2017 Product Development Plan

• 75% increase in resources (Product Analyst, Engineering, QA and Support)

• Project Types:

• QA/Platform Upgrades

• Feature Enhancements

• Integrations

• New Products

• Quarterly Road Map & Enhancement Review

Q1 2017 Q2 2017 Q3 2017 Q4 2017

Updated 04/01/2017: This document is the current version of the CivicHR product roadmap and will be updated quarterly. The projects outlined are subject to change and availability dates may shift to meet the evolving needs of our clients and development demands. The further out in the year you look the less definitive the information will be. Abbreviations include: ATS refers to Applicant Tracking, ONB refers to Employee Onboarding, Perf. Mgmt. refers to Performance Management and HRIS refers to HR Information System

2017 CivicHR Product Roadmap

ATS - Hiring Manager Tools• Phase 1: Candidate Filters

ATS – Interviews• Phase 1: Bulk Scheduling

ATS – Application Structure • Mobile Friendly • Print Friendly• Snapshot to PDF

Onboarding – Automated Compliance• I-9 Dynamic Field Validation

Partner Integrations• Background Screening

• Sterling Backcheck• Justifacts Screening

Platform Projects: examples include system speed, data models and security maintenance

COMPLETED

COMPLETED

COMPLETEDCOMPLETEDIn-Progress

COMPLETED

In-ProgressCOMPLETED

Q1 2017 EnhancementsPlatform Projects – System Performance

Mobile & Print Friendly Experience• Job Applications & Employee Forms

ATS - Hiring Manager Tools• Phase 1: Candidate Filters

ATS – Interviews• Phase 1: Bulk Scheduling

ATS - Unsubmitted Application Notification

ATS - Partner Integrations• Justifacts Background Screening

Onboarding – Compliance Updates• eSign• I-9 Dynamic Field Validation

PM – Configurable Milestones

Platform ProjectsSystem Performance

• Several enhancements have been

implemented

• Development is currently underway

• Ongoing improvements will continue

Mobile Experience

More Mobile and Print Friendly

Upgraded experience for candidates

applying for jobs and employees

completing forms

• Better user interface and

readability

• Eye-catching required fields

• Cleaner layouts for printing

Applicant Tracking

Applicant Tracking - Hiring Manager Tools Phase 1: Candidate Filters

Additional Hiring Manager functionality to make reviewing candidates easier.

• The dashboard used by

Hiring Managers is still

available

• The Candidates tab now

provides greater tools to

sort, search, and filter

Applicant TrackingInterview Bulk Scheduling

Quickly log interviews on candidates and

on the calendar. You can pick interviews

one at a time, schedule them in bulk, or

schedule them consecutively.

Applicant TrackingUnsubmitted Application Notification

If a candidate starts an application

but does not submit, they will

receive an automatic reminder 24

hours later.

The email contains default text, but

it can be customized under settings.

Partner IntegrationsJustifacts Background Screening

Connect a Justifacts account to the CivicHR Applicant Tracking System by providing us

with your package choices. Once configured users can send requests to Justifacts to initiate

background checks and receive status responses from within CivicHR.

• Align a default package by job

• Initiate new screenings from

the candidate detail

• Receive status updates

Employee Onboarding

Employee OnboardingeSignature Updates

We have a new signature block that captures the system time and IP address of the user.

Once a user consents signs a form, their signature cannot be undone.

Employee OnboardingNew I-9 With Dynamic Field Validation

• The new version of the U.S. Citizenship and Immigration Services (USCIS) Form I-9has

automatically been delivered to your system and is ready to be used.

• We have now added validation to force an employee to fill the form out correctly.

Performance Management

Performance ManagementConfigurable Milestones

Milestones are setup based on your system preferences to match the communities desired

frequency. Because sometimes things change, we have added the ability to tailor the

milestones for a review.

Help Center

Announcing New CivicPlus Help Center and Community!

civicplus.help

The Home Page

• Easy to access• Fast• Search focused• Product separated• Featured spotlight• Popular articles• Featured articles• Community highlight area

civicplus.help

The Article Page

• Other articles• Recent articles unique to you• Videos• Instructions• Screenshots• Explanations• Voting to let CivicPlus know

helpfulness of the article• Updated tag• Follow to reference quickly in

the future

The Community Center

• Discussions• Enhancements/feature requests• Spotlight• Popular links

civicplus.help

Community Topics

• Topics pre-filled• Sort features• Know activity right away• Ability to comment• Vote on original post• Vote on comments• Moderators labeled

civicplus.help

Q1 2017 Q2 2017 Q3 2017 Q4

Updated 04/01/2017: This document is the current version of the CivicHR product roadmap and will be updated quarterly. The projects outlined are subject to change and availability dates may shift to meet the evolving needs of our clients and development demands. The further out in the year you look the less definitive the information will be. Abbreviations include: ATS refers to Applicant Tracking, ONB refers to Employee Onboarding, Perf. Mgmt. refers to Performance Management and HRIS refers to HR Information System

2017 CivicHR Product Roadmap

ATS - Hiring Manager Tools• Phase 1: Candidate Filters

ATS – Interviews• Phase 1: Bulk Scheduling

ATS – Application Structure • Mobile Friendly • Print Friendly• Snapshot to PDF

Onboarding – Automated Compliance• I-9 Dynamic Field Validation

Partner Integrations• Background Screening

• Sterling Backcheck• Justifacts Screening

CivicPlus Platform Integration • Development and BETA Period

ATS – Application Print

ATS – Candidate Profile Upgrade

Q2 Selection:

Onboarding – Form E-Signature

Partner Integrations• E-Verify official launch

CivicPlus Platform IntegrationPhase 1: System Access

Perf. Mgmt. – Employee Review Section UI Redesign

HRIS Portal - BETA Launch• Centralized tracking of employee

information and documents

CivicPlus Platform Integration Phase 2: Shared Data

TBD – Q3 Carry Forward

HRIS Portal – Official Launch

Perf. Mgmt. – Milestone Out-of-Session Process Enhancement

TBD Partner Integrations

Platform Projects: examples include system speed, data models and security maintenance

COMPLETED

COMPLETED

COMPLETEDCOMPLETEDIn-Progress

COMPLETED

In-ProgressCOMPLETED

COMPLETED

Provide your feedback

We can’t build the best HR solution for local government without your insight!

• Submit and review ideas through the Help Center Community

• Provide survey input and speak with our Product Analyst for feature interviews

• Join a Beta Group for a feature important to you

Thank you to those who have provided feedback on recent client surveys and research calls!

THANKYOU