anopyHR offers employment life cycle solutions to meet your business needs. With the most comprehensive Human Resource Management System in the mid market today, backed by industry experts and professionals, CanopyHR can help you manage your most important assets - "Your Employees!"

1. We Take HR Personal.
Proprietary & Confidential CanopyHR Overview canopyhr.com

2. HR & Payroll Done Right.
A comprehensive product that provides your company with a simple,
efficient, and powerful solution for all of your HR and Payroll needs,
including Online Benefits Administration.
Superior Single HR that’s
Technology Database Personal
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3. Our Solution
CanopyHR offers a true SaaS solution that gives you the control to use the
exact toolsets your company needs for managing all aspects of Payroll and HR.
Fully Hosted Online Application
No up-front No ongoing No aggravation of
investment in hardware maintenance costs integrating and supporting
or software in-house software
CanopyHR’s solutions completely eliminate costly software add-ons and
custom integrations from divergent systems.
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4. Key Features
CanopyHR provides HR and Payroll solutions that simplify
managing key information, customize to fit your exact needs
and provide you with actionable data that is results oriented:
• HR/Payroll/Benefits Management
• Employee/Manager Self-Service
• Online Benefits Administration and Enrollment
• Recruitment/Talent Acquisition
• Paperless Onboarding
• Workforce Analytics and Reporting
• General Ledger Management
• Automated Tax Filing
• Unlimited Electronic File Storage
• Single Point of Contact for Customer Service
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5. Better Technology
CanopyHR’s solutions were built using smart technology designed
specifically to streamline your HR & Payroll process.
Single Database Solution: Input information one time only
• Enables real-time access to all company data
• Secure system log-in from anywhere
• Automatic information fl ow through each of your processes
• Eliminate need of duplicate entry
System built on .NET framework: A solution that is designed to
work with the other solutions you already use
• Allows existing programs to directly interact with our system
• Database connectivity enables inter-system data access
• A framework developed to lessen your workload
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6. To Meet Your Needs
With CanopyHR’s solutions, you customize and control the
functionality your company needs for HR & Payroll.
• Puts you in control of comprehensive toolset options
• Use of powerful process wizards that are intuitive to your needs
• Scalable capability to add more functions as you need them
• Access to over 600 reports, KPIs and Business Intelligence Metrics
• Safe and Secure data center hosted by CanopyHR
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7. Optimized Usability
One Database - One Employee Record - One Point of Entry
ONE INTEGRATED SOLUTION
Simple, Effi
cient, Complete
Follows and tracks the EE from hire to fire
Amplify company productivity with a solution
designed to save time, money and hassle
Dedicated to Customer Support
• Client Experience Specialist assigned as a single
point of contact to each account
• No more automated messages, call centers or wait times
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8. The Bottom Line
Our Solutions streamline your HR & Payroll through improved
functionality to ensure process accuracy, create more informed
decision making, and to improve employee productivity.
No more time, money and energy wasted on aggregating and
inputting data - get back to analyzing and acting on the most
important part of your business - your PEOPLE!
A robust system that has merged everything into one database
customized with scalability and reliability that creates a virtually
paperless workfl ow.
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9. HR Management Features:
• Track employee data
• Store pictures, PDFs, Word documents, and videos
• Utilize intuitive automated wizards for employee events, such as new hires,
open enrollments and terminations
• Define, monitor and budget company positions
• Customize workfl ow with multi-level approval capabilities
• Manage, track and report on Gov compliance such as EEO, OSHA, FMLA,
COBRA, FLSA, and HIPPA
• Create job requisitions, download resumes, conduct candidate searches, schedule
interviews, and hire applicants through a fully integrated Applicant Tracking module
• Empower employees to access and change data for themselves and their reports with
secure tools like Employee Self Service and Manager Self Service
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10. Payroll Features:
• Process payroll for an unlimited number of employees, frequencies, and transactions
• Send tax payments automatically via standard ACH processing
• Check-printing and tax-filing services, compliance reporting, year-end processing,
and third-party remittance
• Generate third-party AP checks for garnishments, tax levies, union dues,
and labor allocations
• Enter employee time worked with web timesheet or import timecard data from
third-party systems
• Receive updated tax codes for federal, state, and municipal requirements automatically
• Comply with FLSA, overtime, and state minimum wage requirements
• Define roles per user with multi-level security options
• Access multiple organizational tiers for sophisticated job costing
• Interface with General ledger to increase data accuracy
• Ability for users to develop custom reports
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11. Benefits Management Features:
• Utilize the Benefit Enrollment Wizard for an accurate and streamlined enrollment process
• Simplify year-to-year benefits administration with automated rollover processing
• Eliminate the need for printed documents, manual enrollments, and postage costs
by utilizing a “paperless” environment
• Reduce labor using electronic interfaces with third-party administrators
• Eliminate manual reconciliation of benefits standards costs
• Quickly determine benefit eligibility based on you pre-determined criteria
• Budget accurately by analyzing benefit costs
• Allow employees to self-administer their benefits package via an easy to use Web interface
• Link your employee intranet to the online resources of your third-party benefit providers
• Benefit enrollments can be defined for new hires, open enrollment periods, and
qualifying events
• Employees can view current benefit plans, make life event changes, and
self manage their benefits
• Receive automatic notifications through the applications internal e-mail system
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12. Screen-Shots
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13. Implementation Process
We work with you to get the system seamlessly integrated
into your operations to ensure simplicity, efficiency, and,
most importantly, dependability.
- Integration in 5 Steps
1. Engage (Internal Pre-Planning Meeting)
2. Plan (Planning Meeting, Timeline, Roles & Responsibilities)
3. Onboard (Data Conversion & Business Processes)
4. Confirm (Parallel Testing & Custom Development)
5. Cutover (Payroll Verified & Post-Implementation Meeting)
- Best Practice - 90 days
- Comprehensive, Customized and Compliant
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14. Relationships Built on Trust
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15. Relationships Built on Trust
“Switching to Canopy HR was the best HR decision our “I am blown away by the service that we are receiving. You
company has made. They have expert advice to address all guys are there; you answer the phones; you listen and provide
Human Resources issues from Employee Relations to Payroll. real solutions to our “people” issues. What I am really pleased
We were given detailed step by step instructions when about is that I don’t have to talk to multiple people to address
dealing with employee relations, and their online HRIS system one problem. You guys have truly taken the time to get to
has made employee management secure and convenient. know our business, culture and our policies. Working through
All of the Specialists at Canopy HR are professional and issues is like having you in the next office. I am impressed with
personable, and we couldn’t be happier with our decision CanopyHR. You have exceeded our expectations -- and have
to work with Canopy HR.” kept your promise to service our needs.”
- Peter - Mortgage - Julie - Medical
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16. Get Started Today
Set up a live in-person or
over the web Product Demo.
Charlie Clark
Account Manager
cclark@canopyhr.com
P. (877) 694-2439 ext. 507
C. (408) 398-3144
F. (858) 408-2989
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17. Canopy HR Solutions®
5 Jenner, Suite 100
Irvine CA, 92618 USA
All work within CanopyHR’s proposal is intended for the recipient only. The recipient may use the
information and ideas contained in this document only for the purpose of evaluating a business relationship
with CanopyHR. The recipient may not disclose any of the information or suggested ideas contained herein
to third parties or to the recipient’s employees except employees who are required to have the information
in order to carry out the discussions of the contemplated business relationship. By accepting this document
they are deemed to have agreed to these terms.
©2011 CanopyHR. We Take HR Personal.
Proprietary & Confidential CanopyHR Overview canopyhr.com