Fuel Good 2018: What's New and Coming Up in Sparkrock Workforce?
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The document summarizes new features and upcoming enhancements to Sparkrock's Finance and Workforce modules. Some key updates include: improved usability of employee pages; enhanced regulatory support for payroll in Canada and the US; redesigned applicant tracking and scheduling; absence management improvements; and a new time clock integration framework. Upcoming releases will focus on areas like absence management, time clock, scheduling, and reminders.
Fuel Good 2018: What's New and Coming Up in Sparkrock Workforce?
- 1. What’s New and Coming Up in Sparkrock Workforce Melissa Clark, Teodora Buhteva, James Faw
- 2. #FUELGOOD18 TEODORA BUHTEVA PRODUCT MANAGER, FINANCE JAMES FAW VP PRODUCT, CO-FOUNDER MELISSA CLARK PRODUCT MANAGER, WORKFORCE
- 3. #FUELGOOD18 1. Introductions 2. What’s New 3. What’s Next 4. Questions AGENDA
- 5. #FUELGOOD18 Sparkrock Finance & Workforce Highlights Since Alliance 2017 288C R E A T E D 75/45S H I P P E D / P L A N N E D IDEAS 205N E W F E A T U R E S 4/4R E L E A S E S / S E R V I C E P A C K S FEATURES 3/3N E W M O D U L E S / N E W A D D - O N S J
- 6. #FUELGOOD18 General Ledger Cash Management Budget Management Accounts Payable Accounts Receivable Inventory Management Purchasing Asset Management Advanced Financial Reporting Employee Management Position Management Benefit Management Online Expense Claims Online Requisitions Project and Grant Accounting Budget Planning Financial Analysis Advanced Document Imaging Time Clock Time Entry Training Management Employee Scheduling Absence Management Collective Agreement Management Payroll Administration Employee and Manager Self-Service Advanced Workforce Reporting Applicant Management FOUNDATIONMODULES Appraisal Management Finance WorkforceADD-ONS K12 Reporting Package (ON) Frontline (AESOP) Integration Shift Trading K12 Benefit Integrations (ON) Auto Fill Shift eBase Integration Work Orders (K12) Cloud Buy (K12) eSchool Integration (SFE) Apply to Education J
- 7. #FUELGOOD18 USABILITY IMPROVEMENTS • Completed the conversion of all Employee Center pages to new UI • Improved new item create with the “Create/New” button Employee Center menus • Made it easier to analyze data with totalling based on selected values across various pages • Release specific Employee Center Page Improvements for Scheduling, Appraisals, Training, Absence Approvals • Added Leave & Return HR Request process EASE OF SETUP/IMPLEMENTATION • Created a function to set up all Standard Profiles/Role Centers • Improved management of user names • Improved accuracy of complex data setup but creating many “Load Standard Data” functions T J
- 8. #FUELGOOD18 REDUCE CUSTOMIZATIONS • Master record attributes (Employee, Position, Applicant, Appraisal) • Integration framework (Benefits providers) • Standard Imports (K12 integrations) BETTER CONTROLS • Email Reminders for Pay Statement, HR Tasks, Qualifications, • Mass creation of HR Tasks J
- 9. #FUELGOOD18 J M a s t e r r e c o r d A t t r i b u t e s P a g e t o t a l l i n g b a s e d o n f i l t e r s . ( P a y r o l l L e d g e r E n t r y ) Let’s have a look
- 10. #FUELGOOD18 REGULATORY SUPPORT • Enhanced tools for managing Statutory Pay (Ontario & Alberta) • Enhanced Record of Employment generation tools (Canada) • Mass Generate ROE • Mass Leave & Return (Vs. Mass Terminate & Re-hire) • Support for Employer Health Tax (Ontario) • Automatic calculation of Overtime (Weekly) (Canada & US) NOTE: Full process will be reviewed in “What’s New in Overtime, ROEs, & Mass Updates” session T M
- 11. #FUELGOOD18 M S t a t u t o r y P a y Let’s have a look
- 12. #FUELGOOD18 APPRAISAL MANAGEMENT • Released Appraisal Management improvements • Redesigned and improved the Manager, My Appraisals pages and completion process • Added the ability to track “Total Score” on appraisal completion HR TASK MANAGEMENT • Improved how tasks are created so they can be used more extensively across the organization • Improved how attachments are handled to support better access to them regardless of how they were attached. • Added mass creation of HR tasks to support recurring task management for groups of employees. • Added reminders to tasks to help keep employee up to date with completing important tasks. T
- 13. #FUELGOOD18 QUALIFICATION MANAGEMENT • Improved the handling of inactive qualifications • Added filters so employee can easily filter on qualifications expired or soon to expire. TRAINING & REGISTRATION • Improved the layout of the registration page so users can see more data about the event easily. • Made the details pages easier to understand and use. T T
- 14. #FUELGOOD18 T A p p r a i s a l s Q u a l i f i c a t i o n s Tr a i n i n g & R e g i s t r a t i o n Let’s have a look
- 15. #FUELGOOD18 APPLICANT TRACKING • Integration of Job Requisition process into HR Requests • Released full applicant tracking and online portal functionality integrated with Dynamics CRM. • NOTE: Full process will be reviewed in “What’s New in Applicant Tracking” session T T
- 16. #FUELGOOD18 EMPLOYEE SCHEDULING & TIMECLOCK • Complete redesign of Employee Scheduling with support for: • Updated user interface • Ability to split a single shift into multiple activities and allocations • Support for multiple rates within the same shift • Shift trading (Add-on) • Employees' creating shifts • Employees' changing shift date • Automatic unpaid lunch deduction • Import/export schedule templates • Integration with Absence Management & Training & Registration. • NOTE: Full process will be reviewed in “What’s New in Employee Scheduling” session T
- 17. #FUELGOOD18 ATTENDANCE MANAGEMENT • Improved the navigation and access to employee balances directly from the absence request page to make it easier for managers to review balances and trends for the requesting employee. • Added a Team Calendar on Absence Approval to help managers better understand the context of the approval. T T
- 18. #FUELGOOD18 T A b s e n c e A p p r o v a l s Te a m C a l e n d a r Let’s have a look
- 20. #FUELGOOD18 T J
- 21. #FUELGOOD18 9.07 Highlights 41S H I P P E D 11C U S T O M E R S IDEAS 63N E W F E A T U R E S 14F U N C T I O N A L A R E A S FEATURES 1N E W M O D U L E S J
- 22. #FUELGOOD18 WORKFORCE - RELEASE HIGHLIGHTS A b s ence M a nagement • Carry forward improvements • Approval email content improvements • Absence year filter improvements T ime C l o ck • Web Based and Biometric Clock in options with integration framework. E m ployee S c heduling • Request shift replacement • Shift splitting • Change absence type T ime C l o ck • Web Clock-in and integration framework for biometric devices R eminder s • Email follow up reminders for HR Tasks, Pay Statements, Qualifications Expiring. O t her • Cowan, One-T integration for export file • Pay Type by Position (Salary, Hourly, Per Diem) • Mass assign HR Tasks to employees. • Mass create ROE’s without making assignment changes. • Attendance Plan enhancements (sorting, updating)
- 24. #FUELGOOD18 THANKS! Melissa Clark [email protected] All presentations will be made available after the conference
- 25. #FUELGOOD18 Please take 5mins to fill out your session evaluations One lucky winner will win an Amazon Echo!
- 26. #FUELGOOD18 www.sparkrock.com @sparkrockinc Nonprofit, Human Services & K12 software to help you serve more people, with less effort, stress & expense.