Implementation Strategies John Ykema, Director of Sales & Marketing
Jan 12, 2016
Implementation Strategies John Ykema, Director of Sales & Marketing
AgendaStrategies & Clientspace
Client Setup
Employee Setup
Internal Management
Open Discussion
Strategies & ClientSpace
• Ringing the Bell to Raving Fan• What are your intentions? How in
depth do you want this process to get?• Process Improvement / Management
Potential• Many Aspects of Implementation can
be handled by Clientspace.• Many different approaches.
Client Setup
Client Master Tasks
• Client Master Template Tasks
Implementation Cases
Template Cases with associated Template Tasks1. Configure your Template Case2. Add Template Case Trigger
(CM.Status=UnderContract)3. Configure your Template Tasks4. Add Template Task Trigger (Case Type = 215)5. Validate
Custom Dataforms
Single Forms:• Payroll Profile (PEO)• Implementation
Management (Custom)Multi-Forms:• Project Milestones
Setup Reports
• Account Card• Merges (Setup Sheet)• Ad Hoc Reports
Employee Setup
Employee Data Integrity
• Who’s first? Clientspace or Payroll System?• EmployeeID and ImportID
are critical.• Automatic ID generation.
Employee Paperwork
• Employee Paperwork Merges• Barcoded Documents
I-9 Management
•New Dataform used to help track/manage I9 Verification Process.•We highly recommend that you configure dataform
Security and enable field auditing.•One Per Employment Record•Purge Business Logic•Custom Clone Key for Re-verification
Benefits Enrollment
• Default Coverage Level from uploaded census.
• Benefits Election Forms
Internal Management
CSA Management
•Collateral Fields and Logic• Hard Errors• Fully Executed CSA logic
•CSA Approval Workflow• Contract Pending Approval status
Client Team Assignments
• Client Team Dataform• Used for Template Task Assignment• Can be configured to default based on selected
Team• Client Team Report
Client Service Team Transition
• Payroll Audits• Implementation Surveys• Transition to Service Team• Service Team Introductions
Client Activation
• Client Master Status• Updates Org Status• Activates Pricing Console• Enables Payroll Imports• Sets Start Date• Hard & Soft Errors• Triggers Workflow and Notifications