HCM Implementation Process Customer Receives Contract and Sends to Finance Receives iSolved Form Kit Sends My iSolved Form Kit to Customer Receives email from Implementation Admin with TF Survey and/or Benefits Survey Receive Form Kit from Customer Email to Customer with TF Account Creation, TF Survey and/or Benefit 1pg Survey Receives Welcome Email/call to schedule Kickoff Call Internal meeting with Project Manager Send Form Kit to Implementation Admin Receive Form Kit, Sends Email to Team Leads for Assignment Receives Benefit Survey- Put on iDrive Receives TF Survey – Put on iDrive and sends to Becklyn for assignment Receives assignment from Team Leads and notifies assigned Team members Receives Assignment Receives Assignment from Becklyn Receives Assignment from Mark Data Receives Assignment Tax Phase 1 Completes Surveys and Sends them back to Implementation Admin Project Manager Welcome Call to the customer, follows up on Form Kit Completes and sends iSolved Form Kit to Sales Payroll Reviews Contract & Creates Salesforce Project Receives Welcome call from Implementation Admin TimeForce Receives Contract from Finance Pre-Implementation Benefits Implementation Admin Sends Contract to Sales Sales Contract In Participates in the KickOff Call Phase 2 & 3 Phase 4 Phase 5 Participates in TF Analysis Participates in PR Analysis Participates in Benefits Analysis Data Extraction Meeting Receive POAs Participates in TF Database Review Receive Ancillary Services Documents Participates in iSolved Employee Management / HR Training Return POAs to Project Manager Participates in TF Analysis Participates in PR Analysis Participates in Benefit Analysis Conducts Internal Planning Meeting to confirm First Check Date Send POAs to customer Participates in TF Database Review Send Ancillary Services Documents Participates in Employee Management / HR Training Receive POAs Participates in TF Analysis Conducts PR Analysis Conducts Employee Management / HR Training Submit to Tax – 8655 & POAs Integration User Security & Policy Groups Receive and Review TF Training Content Phase 6 Participates in TF Admin Training Must deliver Dependent Data, EE & Dependent Enrollment Data Week 7 Week 8 Participates in TF Supervisor Training Time Clock Install Participates in ESS training Phase 9 Data Meeting Participate in Benefit Administration Training Phase 10 Participate in Payroll Review Phase 11 Participate in TF Q&A First Punch with Timeforce Participate in TF Q&A Final Process with Previous Provider Phase 12 Participate in New Hire/OE/Life Events Training Data Meeting Phase 13 Close out Pay Period in TimeForce First Process with iSolved Participate in Additional Training First Process with iSolved Conduct Additional Training Participates in the KickOff Call Changes Status in Salesforce from PreImplementation to Active Internal meeting with Sales associate Welcome Email or Call to set Kickoff Call Conducts the KickOff Call – Delivers additional forms to customer/ Schedules Analysis’s Send Data Request Participates in the KickOff Call Reach out to PM to schedule TF Analysis Participates in the Internal Planning Meeting Participates in the Internal Planning Meeting Conducts TF Analysis Participates in the KickOff Call Conducts Benefits Analysis Data Request Received Create iSolved account Payroll Configuration Employees Loaded in iSolved Conducts Database Build & Review Participate in Integrated Test of TF and iSolved Conducts ESS Training Test Accrual Setup Time Clock Install & Config & Test Case Review Conducts TF Admin Training Must have received Dependent data, EE & Dependent enrollment data Participates in the Internal Planning Meeting Data Extraction Meeting Provide Customer Online Training Content Deliver EE Data to Payroll Specialist Import EE Enrollments Attach Dependents to Plans Benefit Audit Data Extraction Meeting -Final EE Direct Deposits & Deductions Pull Deliver YTD & Prior History to Payroll Specialist Receive 8655 & POA’s Setup Customer in Master Tax Final EE Load/ Refresh Import All Received History YTD Balance all Received History YTD Submit to Tax – Prior Quarter Returns Conduct Integrated Test of TF and iSolved- Test Payroll Export Conducts TF Supervisor Training Complete Benefit Configuration (Plans built) Participate in Integrated Test of TF and iSolved Participate in Payroll Review Final Import Check History Conduct Payroll Review Q&A Session before first punch Conduct Benefits Administration Training Accrual Balance Import First Punch with Timeforce Close out Pay Period in TimeForce Conduct New Hire/ OE / Life Events Training Data Extraction Meeting - Final Prior History Pulled Receive Prior Quarter Returns Submit to Tax – Current Quarter Tax Info Q&A Session after first punch COBRA Sync Final EE DD & Deductions Delivered to Payroll Specialist Final Balance of Check History Final History Delivered to Payroll Specialist Receive Current Quarter Tax Info Approve Go Live in SF
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