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

Top 5 Quick Wins

to Becoming a Time Hero

#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.

#2 – The UTM Dashboard

#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!

Administrator Access

Supervisor Access

#4 – Supervisor Delegation

#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

Unveiling What’s Under

Our Capes:

Tools to Boost Your

UltiPro Experience

Document Acknowledgement Tool

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

TURN IT ON – Web Role Setup

Document

Setup

Use, Review & Audit

Mass Updates

Mass Job / Salary Change

Mass Supervisor Change

Adding Guest Users

Boost Your Organization Levels

for Optimal Reporting

THE POWER of

Platform Configuration…

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

Labels

Configured Field Drives Conditional Workflow

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

Classic Dashboard

Smart DashboardGadgets and Quick Links make up the Smart Dashboard

Above: Employee Smart Dashboard

Left: Manager Smart Dashboard

Smart Meets Classic Dashboard

Endless Options: The Power is Yours

Recruiting and LinkedIn

JOIN FORCES

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

• Apply with LinkedIn

• Tweet the Opportunity

Recruiters can access LinkedIn profiles from Recruiting

“With great POWER

comes great responsibility!”

Questions?

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Thank you!