Alliance 2017 - What's New and Coming Up in Manage (ERP) - Workforce
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Transcript of Alliance 2017 - What's New and Coming Up in Manage (ERP) - Workforce
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What’s New and Coming Up
Manage (ERP) - Workforce
# A L L I A N C E 2 0 1 7
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YOUR PRESENTERS
Teodora BuhtevaProduct ManagerJoined Sparkrock in ‘12
James FawVP Product Innovation, Founding PartnerJoined Sparkrock in ‘03
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WHAT’S NEW AND COMING UP IN MANAGE (ERP) - WORKFORCEC E O & F O U N D E R
Attend this session to understand new features released by Altus since last Alliance. This session will focus on Human Resources & Payroll features and we will highlight and demonstrate key features released. We will also provide attendees with insight into the roadmap for next year.
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AGENDA
INTRODUCTIONS
WHAT’S NEW
WHAT’S NEXT
Q&A
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WHAT’S NEW
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83Features & EnhancementsIncluding 4 new modules
3Releases and Two
Service Packs
417Pages of Documentation Published over 16 Guides
11+Dedicated
Product Staff Members
MANAGE (ERP)Highlights since Alliance 2016
F E AT U R E R E L E A S E PA G E S / G U I D E S T E A M
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December 2016 – SERVICE PACKExpense Claims Print View
Vendor Order Address on RequisitionsAttachments to HR Tasks
Cross browser issues on reports
October 2016 – SERVICE PACKTax OverrideUsability ImprovementsKwikTag Update
July 2016 – EXPENSE CLAIMS & ABSENCE MANAGEMENT
Expense Claims New User Interface and ProcessAbsence ManagementAbsence Confirmation
09.02
09.0201
09.02 02
Nov 2016 – STABILIZATION & LOCALIZATION K12 ReportingFrench Canadian LocalizationExpense Claims Enhancements
09.03
Releases 2016 April 2016 – NAV 2016 NAV 2016 SupportNew WebApps structure and pages
09.01
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General Ledger
Cash Management
Budget Management
Accounts Payable
Accounts Receivable
Inventory Management
Purchasing Asset Management
Advanced Financial Reporting
Employee Management
Position Management
Benefit Management
Online Requisitions
Online Expense Claims
Project/Grant Accounting
Budget Planning
Financial Analysis
Advanced Document Imaging
Workforce Business
Intelligence
Time Entry Training Management
Employee Scheduling
Absence Management
Collective Agreement
ManagementPayroll
Administration
Employee and Manager Self-
Service
Advanced Workforce Reporting
Applicant Management
MAN
AGE
FOU
ND
ATIO
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ANAG
E M
OD
ULE
S
Finance Workforce
Appraisal Management
Financial Business
Intelligence
Manage
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9EMPLOYEE / POSITION MANAGEMENTMENU & CHARTS• Variance Stack on HR • Process & Usability Improvements
HR REQUESTS• HR Request Improvements
GENERAL • KwikTag Support for HR Entities• Collective Agreement Management
Enhacements
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PAYROLLENHANCEMENTS• Pay Cycle Period Offset (9.02)• Stat Holiday Payroll Calculations (9.03)• ROE Updates (9.03)
ABSENCE MANAGEMENT
ENHANCEMENTS• Absence Management new module released
(9.02)• Absence Confirmation (9.02)• Entitlement Enhancements (9.03)
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LET'S HAVE A LOOKDemonstration: Absence Management
James
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ABSENCE MANAGEMENTATTENDANCE PLANS• Plan Details• Causes of Absence• Entitlements• Sequencing
EMPLOYEE ATTENDANCE PLANS• Time/Attendance
ABSENCE REQUESTS• Absence Requests• Live Calculations• Approvals
ATTENDANCE CONFIRMATION• Attendance Reminders• Employee Confirmation• Manager Approval
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EMPLOYEE SCHEDULINGENHANCEMENTS• Timesheet Confirmation Line by Line• Create Shift Hidden from List View • Start and End Time Filter on Approve Location• Indicator on No. of Open Change Requests• Performance Improvements
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TIME ENTRYENHANCEMENTS• Timesheet Upgrade to WebApps 2016 (9.02)• Timesheet Print (9.01)
HR REQUISITIONSENHANCEMENTS• Multiple Usability Enhancements• HR Requisitions Upgrade to WebApps 2016
(9.01)
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LET'S HAVE A LOOKDemonstration: HR Requisitions
Teodora
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ONLINE CAPABILITIES (WEB APPS)MY SELF SERVICE• My Profile (9.01)• Pay Statements (9.01)• Attendance & Requests (9.02)• Absence Confirmation (9.02)• Tasks (9.01)• Qualifications (9.04)• Assigned Items (9.02)• Timesheets (9.02)• Tax Forms (9.02)• Training & Registration (10.01)
SCHEDULING• My Schedule (9.04)• Approve Shifts Worked (9.04)• Unit Schedule (9.04)• Confirm Shifts Worked (9.04)
MANAGER SELF SERVICE• My Team (9.01)• Appraisals (10.01)• Attendance Approvals (9.02)• Absence Confirmation (Manager) (9.02)• Tasks (Manager) (9.01)• Timesheet Approval (9.02)• HR Requisitions (9.01)• HR Requisition Approvals (9.01)
ADMINISTRATION• Change Password (9.03)• Delegates (9.01)• Notifications (9.03)
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LET'S HAVE A LOOKDemonstration: New Page Highlights
• Time Entry• My Team
TeodoraT
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WHAT’S NEXT
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February 2017 – SCHEDULINGScheduling high & med priority items
April 2017 – PLATFORM AND MOBILENAV 2017WebApps Security EnhancementsIntegration with Engage Products (Applicant Tracking)Mobile optimized pages for specific web apps areas
Aug 2017 – SIMPLIFICATION, SCHEDULING & INTEGRATION
Simplification across the application including additional mobile optimized pages
Scheduling Time-ClockIntegration with Engage Products (Donor Management)
10.02
10.01
09.04
Nov 2016 – STABILIZATION & LOCALIZATION K12 ReportingFrench Canadian LocalizationExpense Claims Enhancements
09.03
MANAGE (ERP) Dec 2017 – DYNAMICS 365 SOLUTION APPSolution App for Dynamics 365
10.03
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LET'S HAVE A LOOKDemonstration: Employee Scheduling 2017
James
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SCHEDULING ROLES
Manages Templates and creates the schedule from
the template
SCHEDULERCreates, maintains and approves the schedule
during the period
SUPERVISORViews schedule, requests changes, and logs time
away or off.
EMPLOYEEProcesses approved schedule for
payment
PAYROLL
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SCHEDULING PROCESS
ASSEMBLE INPUTS
CREATE SCHEDULE
MANAGE CHANGES
APPROVAL& PAYROLL
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QUESTIONS?
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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .
WIN ME!One lucky survey will take home a
Ecobee Smart Wi-Fi Thermostat
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THANK YOU FOR LISTENING
@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O
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