Welcome to the C hannel HR Information Session. NEW – Human Resources HR for Everyone.

Welcome to the

Channel HR Information Session

NEW – Human Resources

HR for Everyone

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 HR Puts Your Employees Firmly in Your Sights

Pastel PartnerHR for Everyone

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 Partner HR Reporting

• Basic listings• Disciplinary documents• Performance review documents

Reporting

• KPA• KPI• Performance Contract• Grievance• Asset Listing• Demo Data• LOA• Disciplinary

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?

Thank You!Please join us for drinks and snacks.