system overview - cal business solutions-acumatica ... · system overview manage, maintain, ......

SYSTEM OVERVIEWMANAGE, MAINTAIN, COMMUNICATE AND AUTOMATE ALL OF YOUR HR-RELATED ACTIVITIES

One System. Infinite Possibilities.

SYSTEM OVERVIEWTHE MOST COMPLETE AND AFFORDABLE WEB-BASED SOLUTION FOR HR PROCESS MANAGEMENT AND PAYROLL


Table of ContentsIntroduction 3BenefitsoftheInfinityHRSystem 3ModulesandFeaturesApplicantTrackingSystem 4EmploymentScreeningsandSolutions 4BenefitsManagement 5OpenEnrollmentPackages 5EmployeePortal 6EZPay7EZSync7PerformanceManagement 8Surveys 8WellnessCampaigns 8Time&Attendance 9ExpenseTracking 9TimeOffTracking 9WorkflowManagement 10WorkflowIntegrationWithInfinityHREZSign 10AdvancedReporting 10AcumaticaIntegration 11NetSuiteIntegration 11Sage100&300Integration 11AffordableCareAct(ACA)EmployerReporting 12ProfessionalServices 12

InfinitySoftwareSolutionsprovidesthemostcompleteandaffordableweb-basedsolutionforHRprocessmanagementandpayrollforsmallandmid-sizecompanies,insurancebrokersandthird-partyadministrators.

Our marriage of technological expertise and years of HRprocessmanagement and payroll experience providesour clientswith a better solution for human capitalmanagementatanextremelycompetitiveprice.

InfinityHRistheflagshipproductofInfinitySoftware Solutions, demonstrating thecompany’s ability to combine businessknow-howandtechnologyintothebesthuman capital management solutioncurrentlyonthemarket.

Benefits of the InfinityHR System• InfinityHRisasecurewebbasedHRManagementSystemthatprovidescomprehensiveHRandpayrollfunctionalitytoadiverseclientbase.

• Systemarchitectureconsistsofthreeportals(enterprise,administrative,employee)thatallowforvariousparent-childrelationshipsandgranularemployeepermissionlevels.

• Configurableemployeeandmanagerself-serviceoptionsthataretailoredtomeettheneedsoftheenduser.

• Establishedintegrationswithmultiplethird-partyvendorsandoutsidetechnologyplatforms.

• RobustreportingsuitethatincludesACAcompliance,200+standardreports,acustomreportwriter,andelectronicdeliveryofbenefitdatatocarriers.

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InfinityHR’sApplicantTrackingmoduleprovidesforasimpleyetpowerfulmechanismformanagingandautomatingtheentireapplicantandtalentacquisitionprocess.

TheApplicantTrackingSystem(ATS)providesacentralizedandstreamlinedprocessforcreatingjobrequisitions,customizationofjob-specificquestions,andanout-of-the-boxrecruitingportal,whichcanbeeasilylinkedtoanorganization’sexistingwebsiteorfrommostexternaljobboards.

FindingandretainingthehighestqualitytalenthasalwaysbeenapriorityforHRdepartments.Butsincetoday’scandidatepoolislargerthanever,itcanbeoverwhelmingtosortthroughthefloodofresumesandidentifythetopperformers.

WithInfinityHR,poweredbyAurico,you’llneverhavetoworrythatimportantdetailsareembellishedormissing,orthatyou’repursuingthewrongpeople.OurpartnershipwithAuricooffersourclientsafullrangeofbackgroundscreeningservicestohelpyoumanageyourstaffingandperformanceneedsthroughoutthehiringprocess.

Applicant Tracking System

Employment Screenings & Solutions

The ATS module provides the flexibility you look for, such as:• Referralsourcetracking• Customizableemailtemplatestocommunicatewiththeapplicantthroughoutthehiringprocess•Workflowintegration• EEOReporting

Our screening programs are configured for you and can be activated and viewed directly within InfinityHR:• Backgroundcheckswithactionableinformation.• Detailedfeedbackfrompreviousemployersand supervisors.• Drugtestingwithpaperorelectronicchainsofcustody.

• Proactive,solutions-focusedservice.• Customizedweb-basedreportdelivery.• Comprehensive,country-specificinternational reports.

OurApplicantTrackingSystemisnowintegratedwithZipRecruiter.Reachtherightcandidatesandmakethebesthiringdecisionswithsingle-clickpostingsto100+leadingjobnetworksand20millionjobseekersthroughZipRecruiter’semailjobalertprogram.

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TheInfinityHRBenefitsManagementmoduleprovidesadministratorstheabilitytooverseebenefitsandapplydeductionstoemployeerecordsalongwiththecapabilitytoallowemployeeinputontheseelections.

Key Benefits of the Benefit Management Module:• Connectsemployees,administrators,carriersand payrollthroughonecentralsystemthatcanbe accessedanytimeviatheWeb.• Employeescancompare,analyzeandcheck plancostspriortoenrollment.• Employeescanprintconsolidatedbenefit statementsatanytime.• Rules-basedeligibilityengine.• Reconcilepremiumbills.• Providesstate-of-the-artsecurityforyourdata.• Allowsforeasyapprovalandmanagementofemployeebenefits.• Benefitsdataisautomaticallyexportedtoyourcarriersandpayroll.

Benefits Management

Let InfinityHR Assist You With Open EnrollmentInfinityHR'sOpenEnrollmentpackagesareavailabletohelpdeployyourOpenEnrollmenteffectively.

TheGoldPackageisdesignedforthosethataremakingonetotwoplanchangestotheirupcomingbenefits.ThispackageallowsyoutohaveanInfinityHRrepresentativeconfigurethemajorityoftheupcomingopenenrollmentonbehalfoftheircompanyandrevieweverythingforaccuracybeforeyouropenenrollmentbegins.ThispackagealsoprovidesrolloveranddeliveryofEDIfiles.

GoldPackage


ThePlatinumPackageisdesignedforthosethathaveseveralplanchangestotheirupcomingbenefits.ThispackageallowsyoutohaveanInfinityHRrepresentativecompletetheentiresetupoftheireventonbehalfoftheircompanyandrevieweverythingforaccuracybeforeyouropenenrollmentbegins.ThispackagealsoprovidesrolloveranddeliveryofEDIfilesaswellasonefreeEDIcarrierfile.

PlatinumPackage

InfinityHR’sEmployeePortalmakesitconvenientforyouremployeestomanagetheirbenefitsandotherHR-relatedinformationinreal-timethroughonecentralweb-basedsystemthattheycanaccessfromanywhereatanytime.TheEmployeePortalispartofourintegratedsystemthatconnectsemployees,managers,administrators,carriersandpayroll.

• Employeescanenrollinorchangeallaspectsoftheir benefitsandotherHR-relatedinformationthemselves.• Allowsemployeestocompare,analyzeandcheckplan costspriortobenefitsenrollment.• Providesemployeeswithabenefitsummarystatement aftertheyenrollinorchangetheirbenefitsaswellas allowsemployeestoviewthevalueoftheircompensation packagewithPersonalizedTotalCompensationStatements.• Theemployeeportalallowsemployeestogothroughthe reviewprocessbyutilizingourPerformanceManagement module.Employeescanrevisittheirgoalsthroughoutthe yearthroughtheirportal.• EmployeescansubmitbenefitandHR-relatedchanges electronicallyforreviewandapprovalusingourworkflow feature.• Givesemployeesaccesstopertinentcompanyandbenefits informationviatheInformationLinksandDocuments sections.• Employeescaneasilyrequesttimeoffandcomplete timesheetsthroughourTimeandAttendancemodule.

Easily configurable to include the features and content most

relevant to your company.

Employee Portal

The Direct Deposit Change Event allows employees to make changes to theirdirect deposit record within the Employee Portal

• Allowsemployeesentertheirowndemographicinformation,includingemergencycontacts,directdeposit,federaland statetaxesandmuchmore.• Iseasilyconfigurabletoincludethefeaturesandcontentmostrelevanttoyourcompany.• Isquickandsimpleforemployeestonavigatethrough.


TheInfinityHREZPayproductallowsforcompaniestotakeaclientthroughourrobustpayrollplatformviatheInfinityHREZPaypayrollsystem.

InfinityHREZPayisaframeworkforconnectingtheHRISApplicationandapayrollproviderinordertoprovideanintegratedandseamlessHRandPayrollexperience.ThroughInfinityHREZPay,payrolldatamanaged,added,updated,ordeletedviatheHRISApplicationissaveddirectlytothepayrollprovider,avoidinganyduplicationofdataentry,whileprovidingtheabilitytoprocesspayrollfromwithintheHRISApplication.

Key Features of InfinityHR EZPay:

InfinityHR EZPay

• Abilitytoprocesspayrollformultiplepayrollcompanies fromwithintheInfinityHRapplication• Accesstostandardbatchreports• Variousbatchandpayroll-levelcontrols(configurable payentrygrid,timeimportcapability,multiplechecks)• Employeecheckpreviews• Detailedpayrollentrycapabilityacrossallapplicable deductions,earnings,andtaxcodes• Basicanddetailedviewsallowingadministratorseasy accesstocriticalpayrolldatawhileprocessing.• AutomatedgenerationofpaystubsandW2's

• Abilitytocreateandprintmanualchecksin-house• Checkcalculator• Timeimportfunctionality• Paycheckoverrides(taxfrequencies,blockearnings/ deductioncodes,blockdirectdeposits)• Unlimiteddeductionearningtaxcodes• Agencypayableswithcheckdeliveryoptions• AbilitytoprocesspayrollformultipleEIN's• SeamlessflowofdatawithInfinityHR.Changesmadeto recordsupdatesHRandPayroll

InfinityHREZSyncisaframeworkforconnectingInfinityHRtoanexternalapplicationsothatdata,managedthroughInfinityHR,canautomaticallyupdatetotheconnectedapplication.InfinityHREZSyncisdesignedasthenextgenerationofInfinityHR'smiddlewaretechnologyandincludestheabilitytosynchronizedatainreal-timebetweentheHRISApplicationandthepayrollprovider.

Key Features of InfinityHR EZSync:

InfinityHR EZSync

• Efficientdataloadutilitiestopullemployeeandpayroll datadirectlyintotheInfinityHRapplication,making implementationofnewgroupsabreeze• Real-timedatasynchronizationofemployeerecords, suchasdemographics,compensationratesand transactions,directdeposit,deductionsandtaxes (federal,state,local)

• Enhanceddatavalidationtoensureaccuracyofdata betweenInfinityHRandpayroll• Dataaudittools• Configurabledatasynchronizationsettings• One-to-manymappingrelationshipsallowingsyncing ofdatafromasingleHRaccounttomultiplepayroll companies


ThePerformanceManagementmodulesupportsorganizationsinrecordingtheirjobdescriptions,employeetraining,andannualreviewsinoneconvenientlocation.Withwell-definedpositionsandtrainingmodules,organizationscanconductobjectivereviewswhereemployeesareevaluatedbydirectaswellasdownstreammanagers.Employeepersonalgoalsarealsopartofthemoduleandcanbeapprovedordenieddependingonthescopeoftheposition.PerformanceManagementdatacanbeusedtoevaluateemployeesformeritincreasesincompensationand/ormodifiedpositionclassifications.

TheSurveyManagementfeaturemakesiteasytocreateapackagedonlinesurveythatcanbeeasilycompletedbyyouremployeesthroughthesystem.

Key Features of the Survey Management module:• Createcustomizableemployeesurveysthatincludeanonymous submissionandscoredassessments.• TailoroneofthemanytemplatesintheSurveyLibrary,ordesignan entirelynewsurveywithaprofessionallook andfeel.

• Trackinreal-timewhichemployeeshave completedthesurvey,andsendremindersto thosewhohaven't.

• Standardizedprofessionalsurveyreportsinclude summaryreports,graphicalreports,anddetail reports.

ThesystemcantracktheoverallwellnessforemployeesthroughtheWellnessCampaignsmodule.WellnessCampaignsprovidetheabilitytocreateandtotrackvariousWellnessmetricsattheemployeelevelinordertopromotepositivewell-beingwithinyourorganization.OnebenefitofaWellnessCampaigncanbehealthieremployeesthatcanleadtolowerpremiumcostfortheorganization.

Performance Management

Surveys Wellness Campaigns

ThePerformanceManagementmoduleincludesReviews,Training,andPositionssetup.TrainingandPositionscanbeincorporatedintoarevieworusedasstand-alonefeatures.

Key Features of the Performance Management module:• DefinecorporateobjectivesandlinktoemployeeKeyPerformanceIndicators(KPI's).• EmployeesandManagerscompleteperformancereviewsdirectlythroughtheEmployeePortal.• Definepositioncontrolfactors:positiondescriptions,trainingprofile,skillprofile,andperformancegoals.• Tracktrainingandcertificationprogramswithanautomatedrenewalprocess.• Easilyidentifytrendsinemployeebehaviorsandperformance.


InfinityHR’sTimeandAttendancefeatureallowsyouremployeestoentertheirtimeandmanagerstoapproveitthroughtheEmployeePortal.InfinityHRthenelectronicallyroutesthedatatoyourpayrollprovider.

Managingeverydaybusinessexpensescanbeatimeconsuming,manualprocess.Secure,cloud-basedexpensereportingisthemostefficientandsmartwaytotrackexpenseswithoutreceiptsorspreadsheets.

Ourflexibleexpensetrackingandmanagementtoolallowsyoutotrackandcontrolbusinesscostswithafullviewintoexpensesandemployeereimbursementsforyourbusiness.

UsetheInfinityHRExpenseManagementfeaturetomanagereportsasastandalonemodule,orintegratewiththeTime&AttendancemoduleofourHRISapplication.

Expense TrackingTheTimeOffTrackingfeatureprovidesforasimple,yetpowerful,mechanismtodefinehowemployeesshouldearn“TimeOff”andthentracktheusageofthat“TimeOff”byemployees.Ingeneral,theTimeOfftrackingfeatureprovidesthefollowingfunctionality:

• Automaticallycalculates availableTimeOffforeach employee.Thiscanbe eitherthrough“accrual based”rulesorthrough annualawardedunits.• Allowsemployeesto requestTimeOffthroughtheEmployeePortal.Employeerequestswill beautomaticallyroutedtotheappropriatemanagerforapproval.• Allowsemployeestoviewbalancesandaccrualtransactionsthrough theirEmployeePortal.• AllowsManagerstoviewpendingrequestsandtakeappropriateaction onthoserequestsbyutilizingvarietyofbuilt-intools.• AllowsAdministratorstheabilitytoquicklyconfigureReporting/Routing Hierarchies.• ProvidesareportingdashboardtoAdministratorstotracktrendsin theirTimeOffdataandanalyzehowTimeOffisbeingutilizedby employees.

Time Off Tracking

Time & Attendance

• Flexibleentryassignmentsallowtimedatatobecapturedthrough punchesintheemployeeportal,integrationwithaphysicaltimeclock, timesheets,andakiosksetup.• Employeeidentificationmethodsinclude4-digitpin,cardswipe,and fingerprintscan.• Managerscanreviewandapprovetimeforemployeesdirectlythrough theEmployeePortal.Settingscanalsobeconfiguredtoempower managerswithvarioustimedata.• Expensereportingavailable.• Extensivepayperiodreporting.


Manyemployersrelyonefficientprocessflowaspartof theirHRtoolkit.TheWorkflowManagementmoduleprovidesasimplebutpowerfulmechanismfortracking tasksastheyprogressfromoneemployeetoanother.Workflowsprovideimprovedefficiency,standardizationofworkingmethods,andstreamliningresponsibilities.

Benefits of using Workflow Management:•Workflowcanbetriggeredautomaticallywhenanevent occursinthesystem.•Workflowcanincludeasmanystepsandasmany resourcesasneededtofullymanageanentireprocess.• Emailscanbetriggeredonasetscheduletoremindyour resourcestheyhaveasteptocompleteintheprocess.• Youmayattachdocumentstotheworkflows.

InfinityHR EZSign offers many features and benefits:• Savedocumentstobeusedinmultipleworkflows.• SecurelystoreyoursigneddocumentsintheHRIS applicationanddesignatewherethedocumentation willbesaved.• Createadditionalpasswordsecurityfordigital signatures.• Saveyouruserstimebysettingupdocumentswith prefilleddata.Youevenhavetheabilitytoadd additionaltextorrequiredinformationtoprefilled formsthatwasnottherepreviously.• Havepeaceofmindknowingdigitalsignatures capturedarelegallycompliant• Access,signandsendimportantdocumentsonthego, fromanybrowseroryourmobiledevice.

Workflow Integration with InfinityHR EZSign

Workflow Management

Advanced ReportingInfinityHRoffersalibraryofreportsthatmakesaccessingandanalyzinginformationfromwithinthesystemsimpleandconvenientforyou.

Standard Reports• Hundredsofreportsavailableacrossall modules• Standardpre-builtreports• One-clickaccess• ExportabletoPDForMSExcelformat

Advanced Reports• Electronicallycreateanddelivertocarriers benefitfilesinHIPAA834format• Establishedrelationshipswith300+carriers• Customreportwritingwizard• Recurringschedulefunctionalitytoautomate reportingfunctions• Viewafullhistoryofallexports


IntegratingInfinityHREZSigncanfurthersimplifyyourprocessbyusingprefilledformsandcollectingdigital

signaturesforyourdocumentswithintheInfinityHRWorkflowManagementmodule.

ViewourInfinityHREZSignfeaturevideohere.

Acumatica Integration InfinityHRhascreatedanintegrationwithAcumaticawhichallowsasinglepointofentryforemployeedatatobeupdatedinreal-time.

Ourseamlessintegrationiseasytouseandmakesitconvenienttomanageemployeedatawithouttheneedforduplicatedataentry.

Theintegrationincludesthefollowingfeatures:• SystemutilitiesloadcompanylevelfieldsfromAcumaticaintotheInfinityHRapplication.These

fieldsallowforaquickandaccuratemeansofimplementingyourclientsontheInfinityHRapplication.

• SystemutilitiesloademployeelevelfieldsfromAcumaticaintotheInfinityHRapplication• OncetheintegrationisestablishedbetweenInfinityHRandAcumatica,dataispushedback

inreal-timetotheAcumaticaplatformandupdatesnewhires,changesindemographicsandterminations

TheintegrationwillallowAcumaticausersaccesstoInfinityHR’scoreHRfunctionsandmodules.

Sage 100 &300 Integrations


InfinityHRhascreatedanintegrationwithNetSuite,whichallowsasinglepointofentryforemployeedatatobeupdatedinreal-time.

Ourseamlessintegrationiseasytouseandmakesitconvenienttomanageemployeedatawithouttheneedforduplicatedataentry.

Theintegrationincludesthefollowingfeatures:• Systemutilitiestoloadcompanylevelfields fromNetSuiteintotheInfinityHRapplication. Thesefieldsallowforaquickandaccurate meansofimplementingNetSuiteclientsonthe InfinityHRapplication.• Systemutilitiestoloademployeelevelfields fromNetSuiteintotheInfinityHRapplication• Oncetheintegrationisestablishedbetween InfinityHRandNetSuite,dataispushedback inreal-timetotheNetSuiteplatformand updatesnewhires,changesindemographicsand terminations.

TheintegrationwillallowNetSuiteusersaccesstoInfinityHR’scoreHRfunctionsandmodules.

NetSuite IntegrationInfinityHRhasthreeintegrationswithSageplatforms:

TheSage 100 ERPintegrationisanautomateddatafeedthatallowsfortheimportofspecificdata

originatingintheInfinityHRapplicationtoflowintotheSage100ERPapplication.

TheSage 100 ContractorintegrationisautomatedviawebserviceintegrationandallowsfortheimportofspecificdataoriginatingintheInfinityHRapplicationtoflowintotheSage100Contractorapplication.

TheSage 300integrationisanautomateddatafeedthatallowsfortheimportofspecificdataoriginatingintheInfinityHRapplicationtoflowintotheSage300application.

Forallthreeintegrations,ourautomationprocessiseasytouseandmakesitconvenienttomanagethefollowingdatawithouttheneedforduplicatedataentry:

ViewourAcumaticaintegrationvideohere.

ViewourNetSuiteintegrationhere.

• Newhires• Changesindemographics• Terminations• Compensationchanges

• Benefitdeductions• Paystubs• Directdeposit

InfinityHRhascreatedadynamicmodulewiththethoughtofretainingtimewhileescapingthehassleofaburdensomeintegration.OurACAmoduleusesyouralreadyexistingdatatoanalyzeemployees,downtotheirbenefits,compensationanddemographicstoeffortlesslyproduceandtransmitall1094sand1095stoyourstaffandIRS,leavingyourHRteamfreetofocusontheircoreresponsibilities.

Affordable Care Act (ACA) Employer Reporting

Professional ServicesWhetheryouarelookingforadditionalhelpforyournextOpenEnrollmentorcreatingnewworkflowstoinitiatenewefficiencies,younowhaveaccesstothedeepexpertiseofourProductConsultants.Ourextensiveexperienceandknow-howenablesustobringindustrybestpracticestoyourorganization anddrivemeasurablebusinessresults.

YoucanleveragethecapabilitiesofoursubjectmatterexpertsatanystageofyourInfinityHRlifecycle.Ourportfolioisdesignedtoallowyoutoengageus for a specific project needor as an end-to-endoffering for completeoversight.

Professional services we offer:• SystemConfigurationandDesign• DataConversionandIntegrationServices• End-UserTraining• Support

OurreportingpackageincludesthefollowingservicesandfeaturesthatcanhelpyoumeettheACArequirements:

• Alerts• Abilitytoofferemployeescoverageattheclickofabutton• FTE/ALEforecasting• PersonalizedACAprofiles• E-Filing• Easyaccessforemployees• MultipleEINreporting• 1094/1095B/Cgeneration

InfinityHRiscertifiedbytheNationalAssociationHealthUnderwritersasanexpertinthe PatientProtectionandAffordableCareAct(PPACA).We'llhelpyoubetterunderstandthe ACAreportingrequirementsandguideyouthroughtheprocessoffilingyourformstothe.IRSandsendingcopiestoyouremployees


ContactInfinitySoftwareSolutionstodaytoscheduleanon-sitedemoofthisexcitingtechnology,ortodiscussInfinitySoftwareSolution’sflexibleandaffordablepricingstructure.

You'llbesurprisedbyhowquicklyandaffordablyInfinityHRcanredefineyourcompany’sperceptionofwhatHRsoftwarecando.


Infinity Software Solutions9362 E Raintree DriveScottsdale, AZ 85260

Website: www.infinity-ss.comPhone: 1-866-TRY-HRMS (1-866-879-4767)

Email: [email protected]