1.  Layout H/R agenda for the 2 ½ days  Confirm our 2013/2014 programming and support activity  Review what customers are using and briefly highlight those successes and challenges (more detail in specific sessions)  Highlight our best accomplishments for this past year  Talk about top customer concerns  Statement for 2014/2015 goals

2.  Smartfind/AESOP – optional Third Party Sub Call

3.  ALSO: Thursday Roundtable 8:30am – 11ish. Customer opportunity to network and review/prioritize our inlist! **Moderator?

4.  Last EMS Core Release August 2013:  450+ enhancements, 37 new features  … Previous Year 340+ enhancement  … Previous Year 46 new features  EMS Web Releases May 2013 - April 2014  88+ Web Employee Connect enhancements  … Previous Year 73+ enhancements  145+ Web Admin Connect enhancements  … Previous Year 135+ enhancements  15+ Web Job Connect enhancements.. No o/s item list  … Previous Year 20+ enhancements

5.  7 H/R Webinars (Release, customer requested)  100+ Forum Updates (lots more than last year)  11+ Online Videos … a Great Resource!  All webinars are recorded and available online  How to do employee letters (webinar version).. NEW ** In Thursday Priority Session – confirm what webinars we should be offering in the next series!

6. #EMPS ELIGIBLE EMSTAT=Y #EMPS PAID MAR/14 EC 2013 + EC Signon > 01/01/13 EC 2014 + EC Signon > 01/01/14 % EC2014/ Paid EC 2013 vs. 2014 Notes SD7296380865571588.5+60 DELTA264224011474173272.1+258 SD23325430451633** Uses Active Directory FMPSD97478474678399.9+37 BSD159915051430147197.7+41 SDML58154050552096.3+15 TMSD37627022723085.2+3 PLPSD81158951552388.8+8 SOAKS244920541798181088.1+12 RETSD338530672169217871.0+9 WSD801270855459535275.5-107 ISD94365041552781.1+112 HSD14721317715109783.3+382 LSSD1276988N/A92493.5New to CIMS HUGE E/C Use Improvement ** MORE MORE!

7. EIS.556#EMPS PAID MAR/14 Avg Docs/ Empe T4 2013 PAY ALL Not T4 H/R ALL Images Total ALL Images 2013 Vs. 2014 Viewed ALL %Notes SD72 808 8.2100021222866617+1553362955 DELTA 2401 7.332070491917418+5561525530 SD23 3045 6.23851221218743+39061534082 MostlyT4s FMPSD 784 45.596097732121835640+79642868780 BSD 1505 31.0194523883270846681+123251880240 SDML 540 25.57504218583913788+4918619645 TMSD 270 16.637344825774475+1619127528 PLPSD 589 18.77011335753510996+4376496245 S OAKS 2054 18.5297129382254237928+142991893450 RETSD 3067 16.7389210461602451361+103571415328 WSD 7085 14.79278411255421103818+238984846847 Incredible!! ISD 650 1.783102971128+112373265 HSD 1317 6.31681176548308280+8279332840 LSSD 988 1.5126202621524+1524120779 MostlyT4s DOCUMENT STORAGE ** Getting Exciting!

8. PAY.324 Emerg ency Abse nce Work Shop Job Post Benef Deduc Pre Tim Be nef Lev Reqs FMS Chqs Sub Cas Pay roll Direc tory Pass word Evalu ate PD Cert SD72 Y L Y L(32) L Y L L L Y L L DELTA Y L Y YL (0) L L L L Y L SD23 Y L Y Y L L Y L L L *AD L FMPSD Y L Y Y L L Y L Y L L Y L L BSD Y L Y Y Y L Y L L Y Y TMSD Y L Y L Y L Y SDML Y L Y YL(30) L Y L Y L L Y Y L PLPSD Y L Y YL(0) Y L Y L L Y L RETSD Y L YL(62) L Y L L L Y S OAKS Y L Y YL(26) Y L Y L Y Y L WSD Y L Y YL(14) L L Y L L ISD Y L L Y L L Y Y L HSD Y L YL(30) Y L Y L L Y L LSSD Y L Y L Y L Y L L Y Y L This is what is defined for Employees in EC

9. LettersLeavesOnline Apply WorkshopPRO.300 F11 E-foldersPosition Control Web Forms Bulletin Board SD72YES DELTAYES SD23YES FMPSDYES BSDYES TMSDYES SDMLYES PLPSDYES RETSDYES LimitedYES S OAKSYES LimitedYES WSDYES ISDStartingYES HSDYES LSSDYES Address/timeline the yellow highlights or are they really N/A for your district and why?!

10.  Employee Connect enhancements – cosmetic and feature (bulletin board, webform, staff directory).. Get employees including Sub/Casuals to engage/participate in the staff portal!  Online Leaves – constant enhancement to every level (EC entry, AC approval, AC view, integration to Sub, reporting)  Workshops & District Calendar – constant enhancements so districts will utilize it and reduce use of all other workshop S/W and calendars  Staff Allocation and position control … Visually see and participate in your staff & their allocation

11.  Adding HUGE amount of automated nightly jobs (email approvers, create EC userids, email job subscribers, autobuild sub records, …)  Security/Audit: In CIMS we know who changed what/when. Now in EC,AC we know when they signed in, what screen they went into, what documents they viewed. KEY: This will confirm our online/efile credibility!  Re-working customer codes.. Reduce Job Codes, Re-do position codes, re-do leave codes, re-do absence codes.. AND all the history.. Crazy amount of dangerous work on our part.. But necessary! Topic for forum – what is your thought on us taking away ‘A’dd / ‘D’elete to key codes???

12.  Integration to New SmartFind and New AESOP Sub Call S/W.. No easy task and VERY custom per customer  Integration to Active Directory, SmarterU, Synrevoice … goal is to reduce administration effort  New Staff.csv placed in /cimsinfo/staff.csv.. Use with Synrevoice & SmarterU  Uses same F11 logic as nightly job to get all current staff (not casuals unless you have them F11ed) … Disregards anyone with a NOSYN category  Synrevoice: Districts use it mainly for school closures (Interlake, Hanover)  SmarterU: Download of employees for online course software (Winnipeg)  Implement H/R and Payroll Hanover, Lord Selkirk, Interlake  Significant Payroll re-training (SD23, Interlake, Northern College, Brandon, Hanover)

13. EMS AUT002AUT150AUT30 4 AUT316AUT320AUT321AUT331PAY814PAY815PAY904 SD72Yes DELTAYes SD23YesN/AYes +Yes SD83Yes FMPSDYes SDMLYes BSDYes Yes +Yes TMSDYes PLPSDYes S OAKSYes RETSDYes WSDYes HSDYes ISDYes LSSD Build Sub Recs from Leaves Build Distr lists for Outlook Email Job Subscriber re postings Email admin about unappr leaves Build wshop file Email unappr wshops Yes Build emp file Load emp email addr Nighly Jobs happening automatically

14.  Use Of Sector is REALLY IMPORTANT many things (including limit workshop to location/Sector on in PAY.328 Maintain Web forms, email)..define in EIS.127  Review PRO.100 & NEW PRO.101 Admin Connect USERIDs by Emp  New option to assign userids to a specific employee number. For use when PRO.100 is too generic, i.e. you want to assign a userid to teacher  PRO.300 H/R Position Information  Upper/Lower case ADDL TITLE field.. Use of Title & Position and Subtype  Indicate REPORTS TO information on right side IF PRO.200 exists, else show certificate and endorsement information as before  Disallow WORK LOCATION and LOCATION to be the same. No need to specify it both places if they are the same, only use if different. i.e. works in Maintenance at a specific school  NEW PAY.497 (Emps missing required documents.. Add to Adminconnect so Admin can help ensure employees hand stuff in

15.  District Calendar  Customer use of Leaves, Job Postings, Workshops  Implement/Enhance the New Hire Application  Mobile App for employees to book their urgent leave  Mobile App for Administrators to approve leaves  Begin thinking about an online Sub booking module.. But need everyone doing leaves first **Think about these focus points when you meet for forum