Post on 24-Jan-2023
Director, UltiPro Services
Jill Carroll
Session #49
Be Your Own Superhero – Quick Wins
to Help You Become an UltiPro Champion!
SERVING THE COMPLETE SYSTEM LIFE-CYCLE
A Trusted Name in Human Capital Management and Workforce Management Consulting.
ANALYSIS:Vendor SelectionNeeds Analysis
Best Practices
Industry TrendsProcess Scorecard
Organizational ReadinessBusiness Case Development
IMPLEMENTATION:Project ManagementChange Management
Software Configuration
Data MigrationAcceptance Testing
Report DevelopmentCustomizations
MAINTENANCE:Staff AugmentationManaged Services
Data Management
Performance TuningHealth Checkup
Training
Sability is a Certified Partner with Dedicated Superhero Consultants for the Full-Suite of Ultimate Products
OUR SERVICES:
• System Assessments
• Implementations
• Enhancements
• Customizations
• Dashboard Reporting
• UltiPro Roadmap Assistance
• Custom Report Development
• Project Management
• Change Management
• Staff Augmentation
• Managed Payroll
DEDICATED PRACTICES:• UltiPro Core
• Human Resources
• Payroll
• Benefits
• Custom BI Reporting
• Workforce Management• UltiPro Time Management (UTM)
• UltiPro Time & Attendance (UTA)
• The New UltiPro Workforce Management (WFM)
• Talent Management• Recruiting
• Onboarding
• Succession Planning
• Performance Management
• Compensation Management
#1 - NotificationsEmail notifications provide X-Ray vision to quickly see employees with multiple pay codes on their
timesheet in a single day.
Configure a period of time for the system to send an alert when
specific codes are used.
UTM &UTA offer the Notification functionality that can integrate with your email based on the alerts selected.
#3 – Payroll Set OptionsDid you know the “view” button is a quick
win to see a list of names for who you’ll
be pulling time? This is a super fast and
easy way to double check your filters are correct and save the day!
After choosing your filters on the Payroll Set Options
page, click on the View Employees button to see the
employees included in the export file!
#5 – Multi EditUTA Time Approvers needing a lightening fast way
to approve time for multiple employees by day…
Look No More!
Simply select all the employees you want to edit
Then choose just 1 day
Edit All Employees On One Timesheet At Once!
UTM Multi EditUTM Time Approvers can use their power to make
multiple timesheet edits or new entries at one time!
✓ Launch Multi Edit from the top of the timesheet.
✓ Select which employees to apply the edit.
✓ Choose the date, pay code and hours.
✓Transfer hours to different Groups (optional)
Plant Shut Downs
Clocks / Power Out
Snow Day
Early Release
Floating Holiday
Easily Track Acknowledgements
• Receive Notifications
• Export to a Report
• View Employee’s document details
• Ensure receipt of employee review
Improve the Employee Experience
• Grant Employees access to documents and reports
• One Stop Shop – avoid multiple systems and emails for forms
Change labels to fit your company’s lingo
Create New Business Rules (Tables)
Create new fields and add to wizards and configurable pages
Control who sees the configured fields if they are required or optional
Create calculations in your configured fields
Use Value Rules Engine
Value Rules Engine
What is Value Rules Engine?
It is a feature that allows UltiPro to automatically assign values to some fields based on the values of other fields.
when Field1 = X then Field2 = Y
Why would Customers use Value Rules Engine?
✓ To simplify pages
✓ To reduce effort
✓ To speed up data entry
✓ To reduce errors
✓ To fill in information that the user may not have
When Employee’s COID = ABC, Then Dept=Staff and Job Code=1234
Smart DashboardGadgets and Quick Links make up the Smart Dashboard
Above: Employee Smart Dashboard
Left: Manager Smart Dashboard
SUPERCHARGE your Social Media campaign…
start by utilizing the LinkedIn Functionality in Recruiting!
FOUR SUPER POWERS to find your best candidates:
1. Candidates can apply using their LinkedIn Profile
2. You can post directly from Recruiting to LinkedIn
3. Candidates can Tweet the opportunity to their followers
4. You can access LinkedIn Profiles from Recruiting
Recruiters can access LinkedIn profiles from Recruiting
“With great POWER
comes great responsibility!”