Payroll Integration with MPAYRoundtable

Agenda:

• Panel Member Introductions 5 minutes

• Sync Overview 2 minutes

• Roundtable Goal & Objective 2 minutes

• Topics 1 minute

• Discussion 40 minutes

• Conclusion 5 minutes

• Feedback & Q&A’s 5 minutes

Time Limit 60 minutes

Jennifer McCray InfinityHR Payroll Integration Product Consultant

Phil LambInfinityHR Managing Director

John McDonaldInfinityHR Senior Software Developer

Tony Bowden CEO Payroll Systems

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

•Stand-alone application designed to interface between InfinityHR and Millennium

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Facilitates the transfer of employee data from HR to Millennium

Passes employee paystubs, W2’s and time off accruals from Millennium to HR

Millennium

InfinityHR system of record

Millennium

Stand-alone application designed to interface between InfinityHR and Millennium

InfinityHR system of record

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

• The middleware is 3 years old• There have been over 30 versions to improve and enhance the tool• Current version deployed 7/18/14 - v1.0.3.395• Middleware and Web Service Enhancements

• IHR Demographic Marital Status field to sync to Millennium.• Middleware to look at Auto Pay and Auto Pay Hours fields in IHR Compensation record.• Middleware to look at Direct Deposit Stop date. If record exceeds 100% throw and error.

Review and update Override Pre-Note field.• If new payroll record added in IHR then the previous record is automatically end dated to one

day less than the newly created record’s effective date.• Remove “Is Active” flag from State Tax record field. Allow for overlap of State Tax records if

defined for different states.• If a Cost Center is added in IHR and EE assignment made, recognize the update and pass over

to payroll.

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Goal & Objective:

Facilitate a meaningful group discussion that is engaging and helpful.

• Topics are clear and solicit specific feedback

• Topics are relatable across all Service Bureaus or sync partners

• Discussion is interactive amongst all attendees

Topics:

• Importance of roles and responsibilities

• Evaluating operational processes

• How to stay competitive

• Help identify ways to make the integration better

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

Discussion:

• Importance of roles and responsibilities – Tony Bowden

• Evaluating operational processes – Tony Bowden

• How to stay competitive – Phil Lamb

• Help identify ways to make the integration better – Jennifer McCray

• Summary

• Discoveries / Conclusions

• Action items

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

• Feedback on today’s session

• Q&A Opportunity

Panel Member

Introductions

Sync Overview

Roundtable Goal &

ObjectiveTopics Discussion Conclusion

Feedback&

Q&A’s

InfinityHR Resource Center:• Web Service > Payroll Sync Guides > InfinityHR to M3 Interface

• Sync Guide• M3 Middleware Release Notes• Millennium Setup Notes• Millennium Sync Check list

• Web Service > Knowledgebase • Payroll Integration – Millennium Sync

• Web Service > Web Service DashboardOther:• Infinity Import Layout – Millennium • Task Scheduler Guide and Sample Command Line Parameters

Thank you for participating

Middleware & Web Services Tool Kit

• Importance of roles and responsibilities• How important is it for the Service Bureau to manage their client and their expectations of the

middleware? • Would you say it is important that the Service Bureau be fully vested in both Infinity and so

they can manage the sync program more effectively with their clients?• Evaluating operational processes

• Have you had to make adjustments or process changes with existing payroll clients to begin using the middleware?

• Have you established a standard protocol for migrating existing payroll clients onto InfinityHR who will be utilizing integration?

• Do you go through a discovery process to determine if a client would be a good fit for InfinityHR and the middleware?

• How to stay competitive • What are 3 competitive advantages of using the middleware?• What is the most important attribute in positioning the middleware in the sales process?

• Help identify ways to make the integration better• How would you improve the middleware onboarding process? What would you have liked to

see? What was missing?• Do you consider there to be any gaps with the data that syncs or how the tool functions?

Roundtable Questions