Pastel Partner Payroll

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					Welcome to the
Channel HR Information Session
NEW – Human Resources




   HR for Everyone
Agenda
•   What is HR?
•   Recruitment
•   Appointment
•   Performance Management
•   Skills Development
•   Disciplinary Process
•   Reporting
•   HR Business Case
•   Pastel Partner Payroll Structure
•   Pricing
Do you DO HR?
• Who Employs Staff?

• Who has hired / fired or retrenched a staff member?

• Who knows what the CCMA is?

• Who has been to the CCMA?

• Who has been to the Labour Court?

• Who has paid compensation for wrongful dismissal?
What is HR?
Employee:

•   Recruitment
•   Appointment
•   Performance Management
•   Skills Development
•   Disciplinary
•   Reporting
Pastel Partner HR Puts Your Employees Firmly in Your
                       Sights
Pastel Partner
HR for Everyone
Pastel Partner Product Stack


          Recruitment                        Employee Details
          Appointment                               Earnings
          Performance                             Deductions
          Management                                  Leave
          Disciplinary                              Overtime
          Assets          Pastel         Pastel        Hours
                          ESS            Partner
                                         Payroll



  BCEA
                               Employee
  LRA                                                             BCEA
  SARS                                                              LRA
                         Pastel              Pastel               SARS
  BBEE
  UIF                    Reporting           Partner              BBEE
  OID                                        HR                      UIF
  Emerging Legislation                                               OID
                                                     Emerging Legislation



                          Employee Details
                          Earnings
                          Deductions
                          Leave
                          Overtime
                          Hours
Pastel Partner HR Structure

                                    Payroll 2011 Update 1 a




                                             Common
                           Payroll/HR User
                             Payroll/HR User      Payroll Administrator
                                                                              PA Controls Both Applications
                                Payroll/HR User




            Payroll Only                                                  HR Only
        Payroll User                                                  HR User
          Payroll User                                                  HR User
            Payroll User                                                  HR User
Pastel Partner Functionality
•   Employees (New or Sync)
•   Assets
•   Positions
•   Training
•   Education
•   Disciplinary Process
•   Performance Review
•   Incidents
Just do HR!
                                                                                                                                   Employment                                 Next
        Position                                                      Appointment                    Performance
                                          Interview                                                                                Performance                            Performance
        Vacant                                                       (HR to Payroll)                  Agreement
                                                                                                                                     Contract                               Review


        Yes                                                                            Salary Package to
                                                                                       Payroll
                                                                                                                                                Emp. Contract
                                                 Letter of Appointment & Contract (to HR)
     Get Position                                       Employee Inventory (to HR)                                                              KPA’s
     Description                                                                                                                                KPI’s
                                                                                                                                                Perf. Contract
                                                                                                                                                Expectation
                                                                                                                                                   Clarification

Job Description from HR
                                                                                                                                                  Update Performance
                                                                                                                 Payroll
                                                              HR DB                                                                               Data
                                                                                                                  DB

   Hearing Notes,
   Recordings or
                                                                                   (Pervasive)                                               KPA’s
                                                                                                                                                                                 Prepare for
       Video                                                                                                                                 KPI’s
                                                                                                                                                                                Performance
                                                                                                                                             Template Review
                                                                                                                                                                                   Review
                                                                                                       Performance Measurement Data          Measurement Data

  Dismissal (update Payroll & HR)

                                                                                 Updated Training Plan (to HR)
                                                                                                                          Skills Gap analysis
                                                                                 Rewards (to Payroll)                     Training needs
                                                                                 Salary Increases (to Payroll)                      analysis

                                                                                                                                                                              Conduct &
         Findings?                                                                                                                                                            Document Review
                                                                                                                                Corrective Act.
                                                                                                                                 Performance
                                                                                                                                 Management
                                                            Action?
                                                                                                                                                                   Yes

                          Disciplinary Hearing
                                                                                                                                                                                   Accept.
                                                                                                                    Yes
                                                                                                                                    Recc.                                       Performance?
                                                                                            Invoke Discpl.
                                                                                                                                   Perform              No
                                                                                                Code
    Convene Hearing                                                                                                                 Prob?
                                                          HR Discpl.
                                                           Wizard
                                                                                                                                                                         No
Recruitment
•   Organisational Charts
•   Budgeting
•   Vacancies
•   Position Descriptions
•   Reference, Criminal and Credit Checks
•   Interviews
•   Suitability Analysis
Appointment
•   Selection
•   Package Structuring
•   Job Description
•   Offer
•   Contract Preparation
•   Candidate to Employee Promotion
•   Employee Inventory
     o Education
     o Training
     o Assets Allocated
Performance Management
•   Contract Review
•   KPA Development
•   KPI Development
•   KPA & KPI Weightings
•   Performance Contract
•   Expectation Clarification and Communication
•   Measurement
•   Performance Reviews
•   Reward & Recognition
•   Skills Gap Analysis
•   Corrective Action
Skills Development
•   Needs Identification
•   Training Requirements
•   Succession Planning
•   Retention Risk Management
Disciplinary Processes
•   Inability
•   Unwillingness
•   Performance Management
•   Warnings
•   Hearings
•   The CCMA
•   Expectation Management
•   The Quick Fix
      Disciplinary Process
                                                                                               Yes



Contracted             Need for        Yes
                                                   Performance               Under
                                                                                                                    Number of               Wizard
Employee               Corrective                                                                                   Offences for
                                                   Misconduct?            Performance
 Activities             Action?                                                                                     Same issue

              No
                                                                                                                     Level 1,2 or 3                            Verbal Warning
                                                                                Level of                                                                          & Clear
        No                                         Misconduct
                                                                              Misconduct?`                                                                      Performance
                                                                                                                     Misconduct                  Offence        Management
                                                                                                                        Level                    Number
                                                                                                                                                                  Written
                                                                                                                          Level                                  Warning &
                        Yes                   Guilty of               Make Decision                                                                 1
                                                                                                                            1                                      Clear
                                              Offence?              Document Findings                                                                           Performance
                                                                                                                                                                Management
                                                                                                                          Level
                                                                                                                                                    2
                                                                                                                            2                                   Final Warning
                                                                                                                                                                   & Final
                                                                                                                          Level                                 Performance
     Dismissed?                                                      Convene Hearing                                                                3
                                                                                                                            3                                        Plan


                                                                                                                          Level                                  Inability or
                                                                                                                                                    4
                                                                                                                            4                                   Unwillingness
                      Terminate                                                                                                                                  to Perform
                     Employment
                       Contract
                                                                                     Notice to Attend                                          Discretionary
        No                                                                         Disciplinary / Appeal                                       Disciplinary
                                                                                        Hearing                                                  Hearing?
                                                                                                           Disciplinary
                                                                                                             Hearing
                                                                                                           Preparation
                                                                                                                                                               Written Findings
Employee Continues                                                                                                                           Appeal
                                                      No                                                                                                       Stored in HR on
 Employment with                   Employee                   Employee                                                                       Hearing
                                                                                                                                                               Employee Record
  suitable written                Appealed this             Exercises Right                                                                Preparation
                                                                                              Yes
      sanction,                   matter before?              to Appeal?
   if so decided
                                             Yes                     No
                                                                                         Disciplinary                     Employee Right
                                                                                          Process                           to CCMA
                                                                                            Ends                            Arbitration
   No
Pastel Partner HR Reporting
• Basic listings
• Disciplinary documents
• Performance review documents
Reporting
•   KPA
•   KPI
•   Performance Contract
•   Grievance
•   Asset Listing
•   Demo Data
•   LOA
•   Disciplinary
The HR Business Case
Pastel Evolution:
• 10,000 Pastel Evolution ERP Clients
• 2,500 Pastel Evolution Payroll Clients
• 250 Pastel Evolution HR Clients (in 6 months)
• The Run Rate has not slowed
• HR now “leads” the Payroll sale

Pastel Partner:
• 200,000 Pastel Partner Clients
• 40,000 Pastel Partner Payroll Clients
• 4,000 Pastel Partner HR Clients (in 6 months or less?)
    Organisational         Selection               Needs                   Inability              Legislative
     Structure.                                                              Unwillingness
                             Job Description          Identification                                  BEE Compliance
    Position               Package Structuring                              Performance
                                                     Training                 Management             Management
     Descriptions           Offer / Acceptance
                                                      Requirements            Warnings                Reporting
    Reference,             Contracting                                      Hearings
     Criminal & Credit      Candidate to            Succession                                      Financial
                                                                              The CCMA
     Checks                  Employee Promotion       Planning                                         Reporting
                                                                              Grievances
    Interviews             Employee Inventory      Retention Risk          Expectation            Absenteeism
    Suitability                                      Management               Management             Leave
                                                                              The Quick Fix          Budgeting




                                                         Skills                  Disciplinary
      Recruitment              Appointment                                                                Reporting
                                                      Development                 Process




                                Contract Review        Skills gap              Corrective           Performance
                                                                                                        Measurement         Software
               Vacancies        KPA’s                   analysis                 action
                                KPI’s                  Training needs          Performance          Performance         Selection
                                                                                                        Reviews             Installation
                                Performance             analysis                 Management                                Implementation
                                                                                                       Reward &
                                 Contract                                                               Recognition         Configuration
                                Expectation                                                           Promotion           Training
                                 Clarification                                                                              Maintenance
Placements &                    Inventory                                                                                  Support
 Recruitment                                               Performance Management                                           Update
   (Pastel                                                                                                                  Services
   People
Placements)                                        Reward & Recognition Policies And Mechanisms

                                                                                                                            Budgeting,
                                                                                                                            Forecasting &
                                                                                                                            Remuneration
                         Financial Planning & Budgeting                Package, Salaries, Incentives & Headcount Planning   Services



                    Strategic                                 HR Policies                                    Change
                    Objectives                               & Procedures                                  Management

                                                                                                                            Professional
                                                            Business Strategy
                                                                                                                            Consulting
                                                                                                                            Services

                                                   Business Vision, Mission & Goals
Consulting Power Pack
•   Templates
•   Marketing Material
•   Process Flows
•   HR Documentation
•   Policies & Procedures
•   Editorial Material
Can YOU afford to miss out?
• HR is for Everyone

• Now HR is in Pastel Partner Payroll

• From 1 to 10,000 Employees – we ALL do HRM

• Take it to your users during “The Crunch”

• The time is NOW!
Thank You!
Please join us for drinks and snacks.

				
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