welcome to the c hannel hr information session. new – human resources hr for everyone
TRANSCRIPT
Agenda
• What is HR?• Recruitment• Appointment• Performance Management• Skills Development• Disciplinary Process• Reporting• HR Business Case• Pastel Partner Payroll Structure• Pricing
• Who Employs Staff?
• Who has hired / fired or retrenched a staff member?
• Who knows what the CCMA is?
• Who has been to the CCMA?
• Who has been to the Labour Court?
• Who has paid compensation for wrongful dismissal?
Do you DO HR?
Employee:
• Recruitment• Appointment• Performance Management• Skills Development• Disciplinary• Reporting
What is HR?
Pastel Partner Product Stack
PastelPartnerPayroll
PastelPartnerHR
PastelESS
PastelReporting
EmployeeEmployee
Pastel Partner HR Structure
Payroll 2011 Update 1 aPayroll 2011 Update 1 a
Payroll OnlyPayroll Only
Payroll UserPayroll UserPayroll UserPayroll User
Payroll UserPayroll User
HR OnlyHR Only
HR UserHR UserHR UserHR User
HR UserHR User
CommonCommonPayroll/HR UserPayroll/HR User
Payroll AdministratorPayroll AdministratorPayroll/HR UserPayroll/HR User
Payroll/HR UserPayroll/HR UserPA Controls Both ApplicationsPA Controls Both Applications
Pastel Partner Functionality
• Employees (New or Sync)• Assets• Positions• Training• Education• Disciplinary Process• Performance Review• Incidents
Just do HR!
PositionVacant
PositionVacant
InterviewInterview Appointment(HR to Payroll)
Appointment(HR to Payroll)
PerformanceAgreement
EmploymentPerformance
Contract
Get PositionDescription
Get PositionDescription
Hearing Notes,Recordings or
Video
Hearing Notes,Recordings or
Video
Findings?Findings?
Convene HearingConvene Hearing
Action?Action?
HR Discpl.Wizard
HR Discpl.Wizard
Invoke Discpl.Code
Invoke Discpl.Code
Recc.PerformProb?
Recc.PerformProb?
Corrective Act.Performance Management
Corrective Act.Performance Management
Skills Gap analysisTraining needs
analysis
Skills Gap analysisTraining needs
analysis
Accept.Performance?
Accept.Performance?
Conduct & Document Review
Conduct & Document Review
(Pervasive)(Pervasive)
HR DBHR DB PayrollDB
PayrollDB
Emp. ContractKPA’sKPI’sPerf. ContractExpectation Clarification
KPA’sKPI’sTemplate ReviewMeasurement Data
Prepare forPerformance
Review
Next Performance
Review
No
No
Yes
Yes
Yes
Letter of Appointment & Contract (to HR)Employee Inventory (to HR)
Salary Package to Payroll
Update PerformanceData
Performance Measurement Data
Updated Training Plan (to HR)Rewards (to Payroll)Salary Increases (to Payroll)
Disciplinary Hearing
Dismissal (update Payroll & HR)
Job Description from HR
• Organisational Charts• Budgeting• Vacancies• Position Descriptions• Reference, Criminal and Credit Checks• Interviews• Suitability Analysis
Recruitment
• Selection• Package Structuring• Job Description• Offer• Contract Preparation• Candidate to Employee Promotion• Employee Inventory
o Educationo Trainingo Assets Allocated
Appointment
• Contract Review• KPA Development• KPI Development• KPA & KPI Weightings• Performance Contract• Expectation Clarification and Communication• Measurement• Performance Reviews• Reward & Recognition• Skills Gap Analysis• Corrective Action
Performance Management
• Needs Identification• Training Requirements• Succession Planning• Retention Risk Management
Skills Development
• Inability• Unwillingness• Performance Management• Warnings• Hearings• The CCMA• Expectation Management• The Quick Fix
Disciplinary Processes
WizardWizard
Disciplinary Process
ContractedEmployeeActivities
ContractedEmployeeActivities
Make DecisionDocument Findings
Make DecisionDocument Findings
Convene Hearing Convene Hearing
UnderPerformance
UnderPerformance
MisconductMisconduct
Number of Offences forSame issue
Number of Offences forSame issue
MisconductLevel
MisconductLevel
Level1
Level2
Level3
Level4
OffenceNumber
OffenceNumber
1
2
3
4
Level 1,2 or 3
DiscretionaryDisciplinary
Hearing?
DiscretionaryDisciplinary
Hearing?Disciplinary
HearingPreparation
DisciplinaryHearing
Preparation
AppealHearing
Preparation
AppealHearing
Preparation
Notice to AttendDisciplinary / Appeal
Hearing
Notice to AttendDisciplinary / Appeal
Hearing
Need for Corrective
Action?
Need for Corrective
Action?
PerformanceMisconduct?
PerformanceMisconduct?
Level ofMisconduct?`
Level ofMisconduct?`
Guilty ofOffence?
Guilty ofOffence?
Dismissed?Dismissed?
TerminateEmployment
Contract
TerminateEmployment
Contract
DisciplinaryProcess
Ends
DisciplinaryProcess
Ends
Verbal Warning & Clear
Performance Management
Verbal Warning & Clear
Performance Management
Written Warning &
Clear Performance Management
Written Warning &
Clear Performance Management
Final Warning & Final
Performance Plan
Final Warning & Final
Performance Plan
Inability or Unwillingness
to Perform
Inability or Unwillingness
to Perform
Written FindingsStored in HR on Employee Record
Written FindingsStored in HR on Employee Record
Employee Continues Employment with suitable written
sanction, if so decided
Employee Continues Employment with suitable written
sanction, if so decided
Employee Appealed this matter before?
Employee Appealed this matter before?
Employee Exercises Right
to Appeal?
Employee Exercises Right
to Appeal?
Employee Rightto CCMA Arbitration
Employee Rightto CCMA Arbitration
Yes
No
No
No
No
No
NoYes
Yes
Yes
Yes
Pastel Evolution:• 10,000 Pastel Evolution ERP Clients• 2,500 Pastel Evolution Payroll Clients• 250 Pastel Evolution HR Clients (in 6 months)• The Run Rate has not slowed• HR now “leads” the Payroll sale
Pastel Partner:• 200,000 Pastel Partner Clients• 40,000 Pastel Partner Payroll Clients• 4,000 Pastel Partner HR Clients (in 6 months or less?)
The HR Business Case
Organisational Structure.
Position Descriptions
Reference, Criminal & Credit Checks
Interviews Suitability
Organisational Structure.
Position Descriptions
Reference, Criminal & Credit Checks
Interviews Suitability
Selection Job Description Package Structuring Offer / Acceptance Contracting Candidate to
Employee Promotion Employee Inventory
Selection Job Description Package Structuring Offer / Acceptance Contracting Candidate to
Employee Promotion Employee Inventory
Needs Identification
Training Requirements
Succession Planning
Retention Risk Management
Needs Identification
Training Requirements
Succession Planning
Retention Risk Management
Inability Unwillingness Performance
Management Warnings Hearings The CCMA Grievances Expectation
Management The Quick Fix
Inability Unwillingness Performance
Management Warnings Hearings The CCMA Grievances Expectation
Management The Quick Fix
Legislative BEE Compliance Management
Reporting Financial
Reporting Absenteeism Leave Budgeting
Legislative BEE Compliance Management
Reporting Financial
Reporting Absenteeism Leave Budgeting
Recruitment AppointmentSkills
DevelopmentDisciplinary
ProcessReporting
Contract Review KPA’s KPI’s Performance
Contract Expectation
Clarification Inventory
Contract Review KPA’s KPI’s Performance
Contract Expectation
Clarification Inventory
Skills gap analysis
Training needs analysis
Skills gap analysis
Training needs analysis
Corrective action
Performance Management
Corrective action
Performance Management
Performance Measurement
Performance Reviews
Reward & Recognition
Promotion
Performance Measurement
Performance Reviews
Reward & Recognition
Promotion
Performance Management
VacanciesVacancies
Reward & Recognition Policies And Mechanisms Reward & Recognition Policies And Mechanisms
Financial Planning & BudgetingFinancial Planning & Budgeting Package, Salaries, Incentives & Headcount PlanningPackage, Salaries, Incentives & Headcount Planning
Strategic Objectives
HR Policies & Procedures
ChangeManagement
Placements &Recruitment
(Pastel People
Placements)
SoftwareSelectionInstallationImplementationConfigurationTrainingMaintenanceSupportUpdateServices
SoftwareSelectionInstallationImplementationConfigurationTrainingMaintenanceSupportUpdateServices
Budgeting,Forecasting &RemunerationServices
Budgeting,Forecasting &RemunerationServices
ProfessionalConsultingServices
ProfessionalConsultingServices
Business StrategyBusiness Strategy
Business Vision, Mission & Goals
• Templates• Marketing Material• Process Flows• HR Documentation• Policies & Procedures• Editorial Material
Consulting Power Pack
• HR is for Everyone
• Now HR is in Pastel Partner Payroll
• From 1 to 10,000 Employees – we ALL do HRM
• Take it to your users during “The Crunch”
• The time is NOW!
Can YOU afford to miss out?