tim borntreger, director of client service. agenda unemployment claims management leaves of...
DESCRIPTION
Managing the Employment-Side of HR How and why documentation is good: – Meets the legal requirements of Federal Statutes – Provide record of interactions with Employees – Helps with knowledge retention – Provides documentation needed to defend in a lawsuitTRANSCRIPT
HR Information ManagementTim Borntreger,Director of Client Service
AgendaUnemployment Claims
ManagementLeaves of Absence TrackingI-9 AdministrationQuestions
Managing the Employment-Side of HR• How and why documentation is good:– Meets the legal requirements of Federal Statutes– Provide record of interactions with Employees– Helps with knowledge retention– Provides documentation needed to defend in a
lawsuit
HR Management Features• Web Based• Centralized Data• Customizable Data Tracking• Flexible Solutions• Time Saving Imports• Powerful Reporting
UNEMPLOYMENT CLAIMS MANAGEMENT
Unemployment Claim Functionality• Track Benefit Charges• Track Claim Values• Manage Appeals and Hearing Information• Configure Custom Workflow • Store and Organize Documents• Outlook Integration with Add-in
Unemployment Claims Demo• Unemployment Claims
Dashboard• Unemployment Dataform• Financial Tracking
– Claim Value – Tracks a total claim value as of a given date.
– Benefit Charges Method – Tracks individual charges by date.
Unemployment Claims Demo• Client Statistics
Scheduled Process and Reporting
• Attach Emails via Outlook
LEAVES OF ABSENCE TRACKING
Leaves of Absence Functionality• Flexible Setup• Quick Access to Employee History• Scalable and Customizable Workflow• Helps to stay in Compliance• Custom Merge Options• Dynamic Business Intelligence Reporting• Outlook Integration with Add-in
Leaves of Absence Demo• Type of Leave Filtered by Category• FMLA Eligible Leave• Scheduled Template Tasks• Report Links• Link to Industry Websites & Forms
I-9 ADMINISTRATION
I-9 Administration Functionality• Securely Store I-9 Documents• Track List A, B, or C Documents & Expiration Dates• Reverifications• Purge I-9s Automatically• Be Prepared for an Audit• Dynamic Business Intelligence Reporting
Document Expirations• Be informed automatically of an upcoming
Expiration Date– Scheduled Template Tasks
Reverifications• Events That Trigger a Reverification– Employee First, Middle, or Last Name Changes– Employment Hire Date Change
• Template Tasks Custom Trigger Events• I9_Reverify_EE_NameChange• I9_Reverify_EEI_HireDateChange
Purging I-9s• Automatically Flag I-9 Records to be Purged Upon
Employee Termination– Sets I-9 Status to Pending Purge– Set I-9 Purge Date to 1 year after EE’s term date
or 3 years after the hire date, if employed less than 3 years
– If no term date then the I-9 Purge date is not filled in
Purging I-9s– Purge I-9 Records Scheduled Process• Set the I-9 Status to “Purged” on the Purge Date• Optional Business Rule to clear the I-9 Upload field to
physically delete the file when purged.
I-9 Demo• I-9 Dataform Review• Template Task Configurations• I-9 Records List Ad-hoc Report