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Introducing Sage Abra HRMS v8.4 (SQL Server Platform with New Payroll Module). July 25, 2008. Today’s Objectives. Introduction Product Overview Key functionality & integration Demonstration Sales and Marketing Pricing, positioning, tools Next steps MAS 500 partners - PowerPoint PPT Presentation
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Introducing Sage Abra HRMS v8.4(SQL Server Platform with New Payroll Module)
July 25, 2008
2
Today’s Objectives
• Introduction
• Product Overview– Key functionality & integration
• Demonstration
• Sales and Marketing– Pricing, positioning, tools
• Next steps MAS 500 partners– Partnering, training & certification opportunities– Engaging the Abra sales team
3
Today’s Speakers
• Sage Employer Solutions B.U.
– Chris Shibel, Director of Channel Sales
– Tom Tillman, Director of Product Marketing
– Melanie Knox, Pre-Sales Specialist
4
Introduction
• Our goal for MAS 500 partners– Provide an Abra HR/Payroll SQL solution that
• Enhances the end-to-end MAS 500 solution offering• Is competitive for the MAS 500 market• Meets MAS 500 customer needs
• Abra HRMS v8.4 with new payroll module:– Full Abra functionality now available on SQL technology current with
MAS 500– Can eliminate need for separate Abra server in some cases– Can leverage improved integration tools (Data Import Manager)– Can leverage Business Insights tools for integrated reporting and
dashboards within MAS 500
5
Sage Abra HRMS Comprehensive Capabilities
Benefits Management HR Administration Talent Management Payroll Open enrollment Life event changes New hire enrollment Benefit provider
connectivity services Insurance and savings
plans Paid time off plans COBRA and HIPAA
compliance
Employee and manager self service
Employee records Compensation Government compliance
(EEO, OSHA, etc.) Reporting and analysis
tools Leave of absence
management and FMLA compliance
Workers Comp case tracking
Recruitment Requisition management Online applications Job board integration Candidate tracking Organizational planning
tools Training administration
Secure payroll processing Flexible earnings and
deductions Electronic timesheets Federal, state and local tax
compliance Quarterly tax table
updates Pay cards Tax filing services
(future) Year-end printing services
(future)
V8.4 adds these capabilities to Abra SQL Server platform
For the first time
6
Abra v8.4 SQL Payroll Solution Drivers
• Look at build, partner and buy options to deliver payroll that balances functionality, cost and time to market requirements
– The solution: Internal partnering within Sage Software
• Solid payroll solution out of the gate– The solution: Uses proven Payroll application owned by Sage (Accpac v5.5)
• Strong integration with Abra HR and Attendance data– The solution: Seamlessly merged into the Abra desktop and experience with improved
data synchronization
• Scaleable to achieve user confidence and acceptance for medium to larger target prospects
– The solution: Good user experience and adoption by many customers with 1000+ employees
– Accpac partners vouch for it!
Abra HRMS v8.4and New Payroll ModuleOverview
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Abra v8.4 Payroll Highlights
• Single Company Login– User has access to one company at a time. Rules, code tables, bank
services, tax services, and optional fields are set up at individual company level.
• Adding a new employee– Use New Hire Action to enter HR information. Payroll information is
not included but is passed to Payroll upon request.
• Updating employee information– Information is entered in Abra Actions and/or Details. Required
payroll information is passed to Payroll upon request.
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Abra v8.4 Payroll Highlights (cont.)
• Employee data– Maintained in appropriate system. HR data is stored in HR and
payroll data is stored in Payroll. User defines data to be shared on both systems.
• Levels– User has ability to define four class levels to be used for sorting,
grouping, and classifying employees. Labeled Class 1 – 4.
• Optional fields– Permitted throughout the system and not only at employee level.
Payroll and time sheets allow optional fields.
10
Abra v8.4 Payroll Highlights (cont.)
• Setting up earnings and deductions– Earnings, deductions, benefits, accruals, advances, and expense
reimbursements are all set up on the same UI.
• Earnings– Consist of payments made to the employee, such as regular salary or
wages, bonuses, commissions, and tips.
• Deductions– Unlimited, can hide on check, accruals only, allows more versatile
calculation methods and two-tier deductions.
• Assigning earnings and deductions– Can be assigned to specific employee, list of employees, class of
employees, or assigned by user defined criteria.
• Local taxes – Available through user defined set up.
11
Abra v8.4 Payroll Highlights (cont.)
• W-2 processing and printing– Forms are generated and printed as part of year end process. User
can define which earnings and deductions appear in certain boxes on W-2. Can be printed at any time requested.
• Standard reports– All are written in Crystal with ability to modify to meet specific
customer needs.
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Abra v8.4 Payroll Highlights (cont.)
• Processing payroll– Only one payroll process is required. Payroll may be run and reviewed
as many times as necessary.
• Printing checks and other payments– Check forms are created in Crystal Report Writer and are often
customized. Checks and advices can be printed as a single batch. Checks can be re-printed individually.
• Entering time for payroll processing– Timecards are only required for employees with exceptions. Salaried
employees can be processed without timecards.
Integration
14
Abra HRMS v8.4 and MAS 500 Integration
• 1st priority – deliver the new payroll capabilities (done)• Next – determine Sage-delivered integration (in process)• Integration approaches available to Sage and partners
– Access Abra payroll transactions via MAS 500 Data Import Manager to G/L (v7.2 only)
– Generate Abra G/L distribution export file and import via MAS 500 G/L transaction import feature (all versions)
– Other/custom integrations using MAS 500 API with SQL Server access to Abra data
• Sage will publish the Abra technical information partners will need to create custom integrations for their clients
• Sage will solicit input from MAS and Abra partners to help guide our integration plans
Product Demonstration
Sales & Marketing
17
Ideal Abra v8.4 Payroll Customer Profile
Customer Profile Reason
U.S. organization V8.4 Payroll supports U.S. only
New prospect or existing Abra v8.x HR customer V8.4 tools and procedures to assist in upgrading from Abra v7.x are planned to be available in the future
Seeking integrated HR/Payroll solution V8.4 Payroll requires Abra HR to also be installed
Requires or prefers a SQL Server-based application (does not want VFP)
V8.4 Payroll supports SQL Server and SQL Express only
300 to 1,500 employees Larger companies more likely to have the IT infrastructure, the budget for SQL licenses and higher Abra v8.4 price points, but can be used by smaller companies, too
Does not require outsourced tax filing V8.4 Payroll support for Sage Tax Filing Service is a future enhancement
Does not require EFT child support payments in state-mandated file formats
V8.4 Payroll EFT child support can be customized to meet some mandated file formats. Contact Sage about specific state requirements
Does not require ESS to display employee pay history or W-2 forms
V8.4 ESS display of employee pay history and W-2 forms is a future enhancement
18
Key New Abra v8.4 Payroll Capabilities
Feature Benefit/Opportunity
HR data synchronized with Payroll on command For organizations with separate HR and payroll depts., allows payrolls to be run without interrupting HR’s use of the system
Automatically calculates overtime and shift differential pay from single timecard entry
Simplifies time entry and calculations for organizations with overtime and shift pay plans
Time entry allows piece rate unit volume and sales $ volume and automatically calculates pay
Simplifies time entry and calculations for organizations with piece rate and sales commission pay plans
Supports expanded pay frequencies including 10/year and 13/year
Supports payroll requirements of many educational (10/year) and retail (13/year) organizations
Supports step rates Supports compensation and payroll requirements of many union shops and government organizations
19
Special Abra HRMS Pricing For MAS 500
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
GP HR+PAY 7,750 7,750 10,750 10,750 10,750 13,750 13,750 18,750 24,750 32,750"Abra 360" v8.4 HR+ATT+PAY 5,020 9,475 9,475 12,220 12,220 12,220 16,605 21,630 28,570 37,640
75ee 100ee 150ee 200ee 250ee 300ee 500ee 1000ee 2000ee 3000ee/UNL
20
Abra HRMS v8.4 Information Available
• Qualifier/opportunity cheat sheet
• Abra Payroll v8.4 and v7.7 comparison summary
• Abra Payroll v8.4 Feature Sheet
• Updated Pricing effective 7/24/08
• Abra vs. MS Dynamics GP Information
Contact: Kevin Babb, MAS 500 Product Marketing
Next Steps
22
Engaging Abra Sales Resources
• Non Abra Certified Business Partners1. Align you with Abra top Abra Business Partner in your local
market 2. Become a certified Abra Business Partner 3. Work with Abra directly Field RAM and receive a 10% referral
fee and 50% of tier margin• Demonstrations
– Weekly demo’s for BP’s only SQL Preview!• Each Wednesday @ 4PM EST
– Customized demonstration post discovery calls• Abra Key Contacts
– Chris Shibel [email protected] 727-452-2757 x 3433• I will coordinate internally the appropriate resources
23
Certification and Training Opportunities
Dates Content For Location
Aug 5 Demo of Abra v8.4 with Payroll
• All Abra partners Webcast
Aug 11-15* Abra v8.4 HR/Payroll certification
• New Abra partners• Existing Abra v7
partners or SQL trained (V8 or AWC)
Irvine
Aug 25-28* Abra v8.4 HR/Payroll certification
• Existing Abra v7 partners or SQL trained (V8 or AWC)
Dallas TX(finalizing logistics)
Oct 6-10* Abra v8.4 HR/payroll certification
• New Abra partners• Existing Abra v7
partners or SQL trained (V8 or AWC)
TBD
*Existing Abra partners certified on v8.3 or earlier, may elect to attend only the 3-day Payroll portion, Oct 8-10 (no charge)
24
Summary & Next Steps
• Sales Best Practices– Involve us early to help qualify & set customer expectations
• Help position the total solution & differentiate you• Involve our Field RAM’s and coordinate on-site visits where appropriate
– Focus on the Ideal Customer Profile• Install Base
– MAS 500 customers using ADP (Payroll Season) – Customers that typically have > 300 ee’s
• New opportunities– When competing against MS GP
– Product Availability 8/5 – Q4 Incentive Contest! – Drawing October 2nd
• All “qualified” deals added to the pipeline by 9/30 (defined by the Abra forecast methodology or at least 60/60) earns (1) ticket
• Deals closed by September by 9/30 earns (5) tickets– 1st Place $500 AMEX Gift Certificate– 2nd Place $250 AMEX Gift Certificate– 3rd Place $100 AMEX Gift Certificate
Questions?