1. Implementation Strategies John Ykema, Director of Sales & Marketing

2. Agenda Strategies & Clientspace Client Setup Employee Setup Internal Management Open Discussion

3. Strategies & ClientSpace Ringing the Bell to Raving Fan What are your intentions? How in depth do you want this process to get? Process Improvement / Management Potential Many Aspects of Implementation can be handled by Clientspace. Many different approaches.

4. Client Setup

5. Client Master Tasks Client Master Template Tasks

6. Implementation Cases Template Cases with associated Template Tasks 1. Configure your Template Case 2. Add Template Case Trigger (CM.Status=UnderContract) 3. Configure your Template Tasks 4. Add Template Task Trigger (Case Type = 215) 5. Validate

7. Custom Dataforms Single Forms: Payroll Profile (PEO) Implementation Management (Custom) Multi-Forms: Project Milestones

8. Setup Reports Account Card Merges (Setup Sheet) Ad Hoc Reports

9. Employee Setup

10. Employee Data Integrity Who’s first? Clientspace or Payroll System? EmployeeID and ImportID are critical. Automatic ID generation.

11. Employee Paperwork Employee Paperwork Merges Barcoded Documents

12. I-9 Management New Dataform used to help track/manage I9 Verification Process. We highly recommend that you configure dataform Security and enable field auditing. One Per Employment Record Purge Business Logic Custom Clone Key for Re-verification

13. Benefits Enrollment Default Coverage Level from uploaded census. Benefits Election Forms

14. Internal Management

15. CSA Management Collateral Fields and Logic Hard Errors Fully Executed CSA logic CSA Approval Workflow Contract Pending Approval status

16. Client Team Assignments Client Team Dataform Used for Template Task Assignment Can be configured to default based on selected Team Client Team Report

17. Client Service Team Transition Payroll Audits Implementation Surveys Transition to Service Team Service Team Introductions

18. Client Activation Client Master Status Updates Org Status Activates Pricing Console Enables Payroll Imports Sets Start Date Hard & Soft Errors Triggers Workflow and Notifications