3. Panel
Member
Introductions
Jennifer McCray
InfinityHR Payroll Integration Product Consultant
Phil Lamb
InfinityHR Managing Director
John McDonald
InfinityHR Senior Software Developer
Tony Bowden
CEO Payroll Systems
Sync
Overview
Roundtable
Goal &
Objective
Topics Discussion Conclusion
Feedback
&
Q&A’s
4. Panel
Member
Introductions
Sync
Overview
Roundtable
Goal &
Objective
Topics Discussion Conclusion
Feedback
&
Q&A’s
Stand-alone application designed to interface between InfinityHR and Millennium
Facilitates the transfer of employee data from HR to Millennium
•Stand-alone application designed to interface between InfinityHR and Millennium
Millennium
Passes employee paystubs, W2’s and time off accruals from Millennium to HR
InfinityHR
system of
record
Millennium
InfinityHR
system of
record
5. Panel
Member
Introductions
Sync
Overview
Roundtable
Goal &
Objective
Topics Discussion Conclusion
Feedback
&
Q&A’s
• The middleware is 3 years old
• There have been over 30 versions to improve and enhance the tool
• Current version deployed 7/18/14 - v1.0.3.395
• Middleware and Web Service Enhancements
• IHR Demographic Marital Status field to sync to Millennium.
• Middleware to look at Auto Pay and Auto Pay Hours fields in IHR Compensation record.
• Middleware to look at Direct Deposit Stop date. If record exceeds 100% throw and error.
Review and update Override Pre-Note field.
• If new payroll record added in IHR then the previous record is automatically end dated to one
day less than the newly created record’s effective date.
• Remove “Is Active” flag from State Tax record field. Allow for overlap of State Tax records if
defined for different states.
• If a Cost Center is added in IHR and EE assignment made, recognize the update and pass over
to payroll.
6. Panel
Member
Introductions
Sync
Overview
Roundtable
Goal &
Objective
Topics Discussion Conclusion
Feedback
&
Q&A’s
Goal & Objective:
Facilitate a meaningful group discussion that is engaging and helpful.
• Topics are clear and solicit specific feedback
• Topics are relatable across all Service Bureaus or sync partners
• Discussion is interactive amongst all attendees
7. Topics:
Panel
Member
Introductions
Sync
Overview
Roundtable
Goal &
Objective
Topics Discussion Conclusion
• Importance of roles and responsibilities
• Evaluating operational processes
• How to stay competitive
• Help identify ways to make the integration better
Feedback
&
Q&A’s
8. Panel
Member
Introductions
Sync
Overview
Roundtable
Goal &
Objective
Topics Discussion Conclusion
Feedback
&
Q&A’s
Discussion:
• Importance of roles and responsibilities – Tony Bowden
• Evaluating operational processes – Tony Bowden
• How to stay competitive – Phil Lamb
• Help identify ways to make the integration better – Jennifer McCray
11. Middleware & Web Services Tool Kit
InfinityHR Resource Center:
• Web Service > Payroll Sync Guides > InfinityHR to M3 Interface
• Sync Guide
• M3 Middleware Release Notes
• Millennium Setup Notes
• Millennium Sync Check list
• Web Service > Knowledgebase
• Payroll Integration – Millennium Sync
• Web Service > Web Service Dashboard
Other:
• Infinity Import Layout – Millennium
• Task Scheduler Guide and Sample Command Line Parameters
Thank you for participating
12. Roundtable Questions
• Importance of roles and responsibilities
• How important is it for the Service Bureau to manage their client and their expectations of the
middleware?
• Would you say it is important that the Service Bureau be fully vested in both Infinity and so
they can manage the sync program more effectively with their clients?
• Evaluating operational processes
• Have you had to make adjustments or process changes with existing payroll clients to begin
using the middleware?
• Have you established a standard protocol for migrating existing payroll clients onto InfinityHR
who will be utilizing integration?
• Do you go through a discovery process to determine if a client would be a good fit for
InfinityHR and the middleware?
• How to stay competitive
• What are 3 competitive advantages of using the middleware?
• What is the most important attribute in positioning the middleware in the sales process?
• Help identify ways to make the integration better
• How would you improve the middleware onboarding process? What would you have liked to
see? What was missing?
• Do you consider there to be any gaps with the data that syncs or how the tool functions?
