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HR Data Management:
The Hard Way vs. The Easy Way

Eliminate error-prone spreadsheets and
paper personnel files with an HRMS.
Managing HR the Hard Way
   Do you need a spreadsheet to track your spreadsheets?

   • Using spreadsheets for record-keeping and reporting is both time-consuming and
     prone to errors.

   Are paper personnel files complete or all over the place?

   • Mixing paper files and computer documents to track employee data is a recipe for lost
     information.

   Do you spend most of your time “putting out fires?”

   • When you are always reacting, there’s no time to focus on how to help your company
     reach its strategic objectives.

   Is your company in full compliance with workforce laws?

   • If your record-keeping system is inefficient, chances are your company is vulnerable to
     fines, penalties, or lawsuits.



                                              2
“Instead of rummaging through filing cabinets and
stacks of paper, now Sage Abra stores our
employee data electronically. This means we can
access information at the click of a button . . . We’re
also more accurate, because entries are made
automatically.”
                           Rick Haines
                           Controller
                           Commercial Ullman Lubricants Company




                           3
The Easy Way to Manage HR
A Human Resources Management System (HRMS) can automate the way
   you maintain and access both current and historical information about:


                    Retirement          Recruiting
                Promotion                     Onboarding

               Career                            Policy
          Development                            Communication

           Performance                           Compensation
             Evaluation                         H&W Benefits
                   Training
                                           Payroll
                                 Leave

                                    4
“By streamlining tasks, eliminating duplicate data
entry, minimizing errors, and automating processes,
we are able to operate more efficiently with less
overhead. With Sage Abra, we have the ability to
grow our organization without adding administrative
personnel.”
                         Erik Anderson
                         Director of Human Resources
                         Nesconset Center for Nursing & Rehabilitation




                         5
A Single Point of Truth
By keeping workforce information in one
centralized location, an HRMS enables you to:
   • Accomplish more in less time. No more hunting
     for information—and you never need to type the
     same data twice.
   • Save your organization money. Easily identify
     areas of overspending, eliminate errors, and
     improve productivity.
   • Provide fast, accurate workforce reports and
     analysis. An HRMS will slice and dice the data to
     provide the analysis and insights needed by
     executives, managers, and HR.




                                     6
“The good thing about Sage Abra is that all parts of it
talk to one another. The result is no duplication . . .
The integration saves us time and cuts down on
errors.”


                          Daniel Simpson
                          Senior Staff Accountant
                          Gift of Hope Organ & Tissue Donor Network




                           7
Employee Benefits
       The Hard Way                       The Easy Way
 • Create spreadsheets to           • Set up and manage
   set up each benefit plan.          unlimited plans, including
                                      health, life, AD&D,
 • Manually calculate                 COBRA, retirement.
   current costs and
   struggle to predict future       • Calculate actual costs
   increases.                         and project future costs.
 • Spend time and                   • Complete open
   resources on paper,                enrollment online more
   printing, postage, and             quickly and at less cost
   manual data entry for              than paper enrollment.
   open enrollment.


                                8
“Handling enrollment forms for 300+ people and
then entering the data into the system, one-by-one,
would have been too much for a small staff like mine
. . . With Sage Abra, it was an efficient and
successful process, and our employees loved it.”

                         Dennis DiMasso
                         Director of HR
                         DuBois Chemicals




                         9
Compliance
        The Hard Way                             The Easy Way
 • Manually research new laws             • Software updates keep up
   and build spreadsheets for               with legislative changes and
   record-keeping.                          revised forms and reports.
 • Keep track of changes to               • Preformatted standard reports
   forms, reports, and filing               for EEO-1, EEO-4, (EE for
   dates.                                   Canada) I-9 Citizenship
                                            Verification, Vets-100, Family
 • Search multiple files and                and Medical Leave Act
   locations if agencies demand             (FMLA), Leave of Absence
   documentation or reports.                (LOA for Canada) OSHA
 • If you fail, your company could          (OHS for Canada), and more.
   face employee lawsuits and             • All records are in one location
   government fines and                     for easy access and reporting.
   penalties.


                                     10
“To prove EEO compliance, we used to spend hours
manually counting employees. With Sage Abra, it
takes just ten minutes to prepare the same report.
That’s a nice productivity boost for us.”

                        Dianne Jopling
                        HR Director
                        Haartz Corporation




                        11
Employee Self Service

       The Hard Way                          The Easy Way
 • You spend a big portion of          • Self service lets employees
   every day answering                   securely view and/or update
   employee questions about              information about:
   pay, benefits, and time off.
                                        • Payroll history
 • Your work is constantly              • W-2 and W-4 (T4, Releve
   interrupted to make changes            1, T4A for Canada)
   to employee records and fill         • Benefits and dependants
   out routine paperwork.
                                        • Time-off requests and
                                          balances
                                        • Training
                                        • Company communications



                                  12
“Employees go to Abra Employee Self Service to
check on vacation time, benefits, and training. They
like it because they get instant answers, even if
they’re on a night shift when HR is closed.”

                          Jackie Young
                          V.P., Staffing and Organizational Development
                          AAA Southern New England




                          13
Payroll
        The Hard Way                         The Easy Way
  • Information about time off,        • Changes made to the
    compensation, and benefit            HRMS database reflect in
    deductions must be retyped           the payroll system for
    into the payroll system.             accurate calculation of
                                         benefits and deductions.
  • Mistakes in withholding or
    filings can result in              • Employees are paid on time,
    penalties.                           via checks, paycards, or
                                         direct deposit.
                                       • Full compliance with current
  • Your company outsources              regulations for withholding,
    payroll, loses control over          filing, and depositing taxes.
    sensitive data, and has
    limited reporting.


                                  14
“Abra Payroll allows us to do all our own payroll
processing, with the same amount of staff as when
we outsourced. We’re saving 30 percent of our
administrative costs in payroll and tax.”

                        Wendy Mahle
                        Director of Human Resources and Payroll
                        Perfumania, Inc.




                         15
Reporting
       The Hard Way                          The Easy Way
 • Hunt for the necessary              • Run one of hundreds of
   data in spreadsheets.                 prebuilt, standard reports
                                         for instant results.
 • Build a report in another
   spreadsheet.                        • Build any custom report
                                         with included report writer.
 • Risk inaccurate reports if
   there are data transcription        • Instantly access and
   errors or faulty formulas in          retrieve up-to-date
   the spreadsheet.                      information.
 • By the time you finish a            • Easily share reports in a
   report, data is changing.             variety of formats.



                                  16
“We’ve gained the power to automatically track and
prepare reports on standard government
requirements and issues specific to our organization
. . . Using Sage Abra, we have a better level of
control over all employee-related information and
spend a lot less time trying to maintain it.”

                         Barbara Surran
                         Director of Human Resources
                         American Office




                         17
Informed Decisions
      The Hard Way                       The Easy Way
 • Executives ask for               • You can generate ad-hoc
   analysis about program             reports in minutes.
   costs and effectiveness.
                                    • Executives can access
 • HR can’t produce the               HR dashboards with real-
   information because it             time information about
   isn’t being tracked.               costs and performance.
                                    • Workforce information
                                      can be streamed easily
 • It takes an unacceptably           to other business
   long time to complete the          applications for
   request and report back.           collaboration.


                               18
“Whenever our executives or board need
information, I create a report at the touch of a button.
Overall, I estimate that Sage Abra is saving us the
work of an entire full-time employee in our
department.”

                           Elizabeth Acevedo
                           Human Resources Director
                           Houston Zoo, Inc.




                           19
Automation and Alerts

       The Hard Way                          The Easy Way
 • Lots of duplicate data entry        • Automated email alerts
   leads to errors in                    remind HR staff and
   spreadsheets.                         managers of important
                                         deadlines, changing
 • Important dates and                   business conditions, cost
   deadlines tracked on email            overruns, and more.
   calendar.
                                       • Proactive data monitoring
 • Paper forms lost or held up           can generate the right
   in the approval process.              electronic forms and route
 • No time for monitoring                them for approval.
   data about the workforce.


                                  20
“We monitor overtime and send an alert to HR when
an employee is approaching the maximum hours . . .
We use Abra Alerts to monitor the waiting periods for
our health insurance and vacation benefits . . . We
are able to be proactive in a way that would be
extremely difficult without this automated
monitoring.”
                          Terry Favel
                          Office Manager
                          Dilico Anishinabek Family Care




                          21
Easy Makes a Big Difference!

        With Sage Abra HRMS, you can deliver more
        service and value to your organization, with more
        efficiency, and at a lower cost.
           • Improve productivity in HR and across the
             organization.
           • Reduce routine paperwork and employee requests.
           • Control costs for benefits and other programs.
           • Share information quickly and easily with the
             executive team and company supervisors.
           • Better align HR goals with company objectives and
             use time savings to refocus HR staff on more
             strategic tasks.

                            22
“We calculate that Sage Abra is saving us about
$10,000 a year through time savings and other
efficiencies. We’re definitely glad we
implemented it.”

                         Rick Haines
                         Controller
                         Commercial Ullman Lubricants Company




                         23
About Sage Abra HRMS

 Sage Employer Solutions is dedicated to helping
 organizations maximize their return on employee
 investment (ROEI). Built by HR professionals for HR
 professionals, Sage Abra HRMS provides powerful yet
 easy-to-use automation to simplify management of HR,
 payroll, benefits, compliance, reporting, time off, training,
 employee self-service, and employee analytics.

 To learn more, please visit: www.SageAbra.com



                               24

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HR Data Management: The Hard Way vs The Easy Way

  • 1. HR Data Management: The Hard Way vs. The Easy Way Eliminate error-prone spreadsheets and paper personnel files with an HRMS.
  • 2. Managing HR the Hard Way Do you need a spreadsheet to track your spreadsheets? • Using spreadsheets for record-keeping and reporting is both time-consuming and prone to errors. Are paper personnel files complete or all over the place? • Mixing paper files and computer documents to track employee data is a recipe for lost information. Do you spend most of your time “putting out fires?” • When you are always reacting, there’s no time to focus on how to help your company reach its strategic objectives. Is your company in full compliance with workforce laws? • If your record-keeping system is inefficient, chances are your company is vulnerable to fines, penalties, or lawsuits. 2
  • 3. “Instead of rummaging through filing cabinets and stacks of paper, now Sage Abra stores our employee data electronically. This means we can access information at the click of a button . . . We’re also more accurate, because entries are made automatically.” Rick Haines Controller Commercial Ullman Lubricants Company 3
  • 4. The Easy Way to Manage HR A Human Resources Management System (HRMS) can automate the way you maintain and access both current and historical information about: Retirement Recruiting Promotion Onboarding Career Policy Development Communication Performance Compensation Evaluation H&W Benefits Training Payroll Leave 4
  • 5. “By streamlining tasks, eliminating duplicate data entry, minimizing errors, and automating processes, we are able to operate more efficiently with less overhead. With Sage Abra, we have the ability to grow our organization without adding administrative personnel.” Erik Anderson Director of Human Resources Nesconset Center for Nursing & Rehabilitation 5
  • 6. A Single Point of Truth By keeping workforce information in one centralized location, an HRMS enables you to: • Accomplish more in less time. No more hunting for information—and you never need to type the same data twice. • Save your organization money. Easily identify areas of overspending, eliminate errors, and improve productivity. • Provide fast, accurate workforce reports and analysis. An HRMS will slice and dice the data to provide the analysis and insights needed by executives, managers, and HR. 6
  • 7. “The good thing about Sage Abra is that all parts of it talk to one another. The result is no duplication . . . The integration saves us time and cuts down on errors.” Daniel Simpson Senior Staff Accountant Gift of Hope Organ & Tissue Donor Network 7
  • 8. Employee Benefits The Hard Way The Easy Way • Create spreadsheets to • Set up and manage set up each benefit plan. unlimited plans, including health, life, AD&D, • Manually calculate COBRA, retirement. current costs and struggle to predict future • Calculate actual costs increases. and project future costs. • Spend time and • Complete open resources on paper, enrollment online more printing, postage, and quickly and at less cost manual data entry for than paper enrollment. open enrollment. 8
  • 9. “Handling enrollment forms for 300+ people and then entering the data into the system, one-by-one, would have been too much for a small staff like mine . . . With Sage Abra, it was an efficient and successful process, and our employees loved it.” Dennis DiMasso Director of HR DuBois Chemicals 9
  • 10. Compliance The Hard Way The Easy Way • Manually research new laws • Software updates keep up and build spreadsheets for with legislative changes and record-keeping. revised forms and reports. • Keep track of changes to • Preformatted standard reports forms, reports, and filing for EEO-1, EEO-4, (EE for dates. Canada) I-9 Citizenship Verification, Vets-100, Family • Search multiple files and and Medical Leave Act locations if agencies demand (FMLA), Leave of Absence documentation or reports. (LOA for Canada) OSHA • If you fail, your company could (OHS for Canada), and more. face employee lawsuits and • All records are in one location government fines and for easy access and reporting. penalties. 10
  • 11. “To prove EEO compliance, we used to spend hours manually counting employees. With Sage Abra, it takes just ten minutes to prepare the same report. That’s a nice productivity boost for us.” Dianne Jopling HR Director Haartz Corporation 11
  • 12. Employee Self Service The Hard Way The Easy Way • You spend a big portion of • Self service lets employees every day answering securely view and/or update employee questions about information about: pay, benefits, and time off. • Payroll history • Your work is constantly • W-2 and W-4 (T4, Releve interrupted to make changes 1, T4A for Canada) to employee records and fill • Benefits and dependants out routine paperwork. • Time-off requests and balances • Training • Company communications 12
  • 13. “Employees go to Abra Employee Self Service to check on vacation time, benefits, and training. They like it because they get instant answers, even if they’re on a night shift when HR is closed.” Jackie Young V.P., Staffing and Organizational Development AAA Southern New England 13
  • 14. Payroll The Hard Way The Easy Way • Information about time off, • Changes made to the compensation, and benefit HRMS database reflect in deductions must be retyped the payroll system for into the payroll system. accurate calculation of benefits and deductions. • Mistakes in withholding or filings can result in • Employees are paid on time, penalties. via checks, paycards, or direct deposit. • Full compliance with current • Your company outsources regulations for withholding, payroll, loses control over filing, and depositing taxes. sensitive data, and has limited reporting. 14
  • 15. “Abra Payroll allows us to do all our own payroll processing, with the same amount of staff as when we outsourced. We’re saving 30 percent of our administrative costs in payroll and tax.” Wendy Mahle Director of Human Resources and Payroll Perfumania, Inc. 15
  • 16. Reporting The Hard Way The Easy Way • Hunt for the necessary • Run one of hundreds of data in spreadsheets. prebuilt, standard reports for instant results. • Build a report in another spreadsheet. • Build any custom report with included report writer. • Risk inaccurate reports if there are data transcription • Instantly access and errors or faulty formulas in retrieve up-to-date the spreadsheet. information. • By the time you finish a • Easily share reports in a report, data is changing. variety of formats. 16
  • 17. “We’ve gained the power to automatically track and prepare reports on standard government requirements and issues specific to our organization . . . Using Sage Abra, we have a better level of control over all employee-related information and spend a lot less time trying to maintain it.” Barbara Surran Director of Human Resources American Office 17
  • 18. Informed Decisions The Hard Way The Easy Way • Executives ask for • You can generate ad-hoc analysis about program reports in minutes. costs and effectiveness. • Executives can access • HR can’t produce the HR dashboards with real- information because it time information about isn’t being tracked. costs and performance. • Workforce information can be streamed easily • It takes an unacceptably to other business long time to complete the applications for request and report back. collaboration. 18
  • 19. “Whenever our executives or board need information, I create a report at the touch of a button. Overall, I estimate that Sage Abra is saving us the work of an entire full-time employee in our department.” Elizabeth Acevedo Human Resources Director Houston Zoo, Inc. 19
  • 20. Automation and Alerts The Hard Way The Easy Way • Lots of duplicate data entry • Automated email alerts leads to errors in remind HR staff and spreadsheets. managers of important deadlines, changing • Important dates and business conditions, cost deadlines tracked on email overruns, and more. calendar. • Proactive data monitoring • Paper forms lost or held up can generate the right in the approval process. electronic forms and route • No time for monitoring them for approval. data about the workforce. 20
  • 21. “We monitor overtime and send an alert to HR when an employee is approaching the maximum hours . . . We use Abra Alerts to monitor the waiting periods for our health insurance and vacation benefits . . . We are able to be proactive in a way that would be extremely difficult without this automated monitoring.” Terry Favel Office Manager Dilico Anishinabek Family Care 21
  • 22. Easy Makes a Big Difference! With Sage Abra HRMS, you can deliver more service and value to your organization, with more efficiency, and at a lower cost. • Improve productivity in HR and across the organization. • Reduce routine paperwork and employee requests. • Control costs for benefits and other programs. • Share information quickly and easily with the executive team and company supervisors. • Better align HR goals with company objectives and use time savings to refocus HR staff on more strategic tasks. 22
  • 23. “We calculate that Sage Abra is saving us about $10,000 a year through time savings and other efficiencies. We’re definitely glad we implemented it.” Rick Haines Controller Commercial Ullman Lubricants Company 23
  • 24. About Sage Abra HRMS Sage Employer Solutions is dedicated to helping organizations maximize their return on employee investment (ROEI). Built by HR professionals for HR professionals, Sage Abra HRMS provides powerful yet easy-to-use automation to simplify management of HR, payroll, benefits, compliance, reporting, time off, training, employee self-service, and employee analytics. To learn more, please visit: www.SageAbra.com 24