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HR Management by Spreadsheet—
Is There a Better Way?
2
Managing HR the Hard Way
• Using spreadsheets for record-keeping and reporting
is both time-consuming and prone to errors.
Do you need a
spreadsheet to track
your spreadsheets?
• Mixing paper files and computer documents to track
employee data is a recipe for lost information.
Are paper personnel
files complete or all
over the place?
• When you are always reacting, there’s no time to
focus on how to help your company reach its
strategic objectives.
Do you spend most of
your time “putting out
fires?”
• If your record-keeping system is inefficient, chances
are your company is vulnerable to fines, penalties, or
lawsuits.
Is your company in full
compliance with
workforce laws?
3
“Instead of rummaging through filing cabinets and
stacks of paper, now Sage HRMS stores our
employee data electronically. This means we can
access information at the click of a button . . . We’re
also more accurate, because entries are made
automatically.”
Rick Haines
Controller
Commercial Ullman Lubricants Company
4
The Easy Way to Manage HR
A Human Resources Management System (HRMS) can automate the way
you maintain and access both current and historical information about:
Recruiting
Onboarding
Policy
Communication
Compensation
H&W Benefits
Payroll
Training
Performance
Evaluation
Promotion
Retirement
Leave
Career
Development
5
“By streamlining tasks, eliminating duplicate data
entry, minimizing errors, and automating processes,
we are able to operate more efficiently with less
overhead. With Sage HRMS, we have the ability to
grow our organization without adding administrative
personnel.”
Erik Anderson
Director of Human Resources
Nesconset Center for Nursing & Rehabilitation
6
A Single Point of Truth
By keeping workforce information in one
centralized location, an HRMS enables you to:
• Accomplish more in less time. No more hunting
for information—and you never need to type the
same data twice.
• Save your organization money. Easily identify
areas of overspending, eliminate errors, and
improve productivity.
• Provide fast, accurate workforce reports and
analysis. An HRMS will slice and dice the data to
provide the analysis and insights needed by
executives, managers, and HR.
7
“The good thing about Sage HRMS is that all parts
of it talk to one another. The result is no duplication
. . . The integration saves us time and cuts down on
errors.”
Daniel Simpson
Senior Staff Accountant
Gift of Hope Organ & Tissue Donor Network
8
Employee Benefits
The Hard Way
• Create spreadsheets to
set up each benefit plan.
• Manually calculate
current costs and
struggle to predict future
increases.
• Spend time and
resources on paper,
printing, postage, and
manual data entry for
open enrollment.
The Easy Way
• Set up and manage
unlimited plans, including
health, life, AD&D,
COBRA, retirement.
• Calculate actual costs
and project future costs.
• Complete open
enrollment online more
quickly and at less cost
than paper enrollment.
9
“Handling enrollment forms for 300+ people and
then entering the data into the system, one-by-one,
would have been too much for a small staff like mine
. . . With Sage HRMS, it was an efficient and
successful process, and our employees loved it.”
Dennis DiMasso
Director of HR
DuBois Chemicals
10
Compliance
The Hard Way
• Manually research new laws
and build spreadsheets for
record-keeping.
• Keep track of changes to
forms, reports, and filing
dates.
• Search multiple files and
locations if agencies demand
documentation or reports.
• If you fail, your company could
face employee lawsuits and
government fines and
penalties.
The Easy Way
• Software updates keep up
with legislative changes and
revised forms and reports.
• Preformatted standard reports
for EEO-1, EEO-4, (EE for
Canada) I-9 Citizenship
Verification, Vets-100, Family
and Medical Leave Act
(FMLA), Leave of Absence
(LOA for Canada) OSHA
(OHS for Canada), and more.
• All records are in one location
for easy access and reporting.
11
“To prove EEO compliance, we used to spend hours
manually counting employees. With Sage HRMS, it
takes just ten minutes to prepare the same report.
That’s a nice productivity boost for us.”
Dianne Jopling
HR Director
Haartz Corporation
12
Employee Self Service
The Hard Way
• You spend a big portion of
every day answering
employee questions about
pay, benefits, and time off.
• Your work is constantly
interrupted to make changes
to employee records and fill
out routine paperwork.
The Easy Way
• Self service lets employees
securely view and/or update
information about:
• Payroll history
• W-2 and W-4 (T4, Releve
1, T4A for Canada)
• Benefits and dependants
• Time-off requests and
balances
• Training
• Company communications
13
“Employees go to Sage Employee Self Service to
check on vacation time, benefits, and training. They
like it because they get instant answers, even if
they’re on a night shift when HR is closed.”
Jackie Young
V.P., Staffing and Organizational Development
AAA Southern New England
14
Payroll
The Hard Way
• Information about time off,
compensation, and benefit
deductions must be retyped
into the payroll system.
• Mistakes in withholding or
filings can result in
penalties.
• Your company outsources
payroll, loses control over
sensitive data, and has
limited reporting.
The Easy Way
• Changes made to the
HRMS database reflect in
the payroll system for
accurate calculation of
benefits and deductions.
• Employees are paid on time,
via checks, paycards, or
direct deposit.
• Full compliance with current
regulations for withholding,
filing, and depositing taxes.
15
“Sage HRMS Payroll allows us to do all our own
payroll processing, with the same amount of staff as
when we outsourced. We’re saving 30 percent of our
administrative costs in payroll and tax.”
Wendy Mahle
Director of Human Resources and Payroll
Perfumania, Inc.
16
Reporting
The Hard Way
• Hunt for the necessary
data in spreadsheets.
• Build a report in another
spreadsheet.
• Risk inaccurate reports if
there are data transcription
errors or faulty formulas in
the spreadsheet.
• By the time you finish a
report, data is changing.
The Easy Way
• Run one of hundreds of
prebuilt, standard reports
for instant results.
• Build any custom report
with included report writer.
• Instantly access and
retrieve up-to-date
information.
• Easily share reports in a
variety of formats.
17
“We’ve gained the power to automatically track and
prepare reports on standard government
requirements and issues specific to our organization
. . . Using Sage HRMS, we have a better level of
control over all employee-related information and
spend a lot less time trying to maintain it.”
Barbara Surran
Director of Human Resources
American Office
18
Informed Decisions
The Hard Way
• Executives ask for
analysis about program
costs and effectiveness.
• HR can’t produce the
information because it
isn’t being tracked.
• It takes an unacceptably
long time to complete the
request and report back.
The Easy Way
• You can generate ad-hoc
reports in minutes.
• Executives can access
HR dashboards with real-
time information about
costs and performance.
• Workforce information
can be streamed easily
to other business
applications for
collaboration.
19
“Whenever our executives or board need
information, I create a report at the touch of a button.
Overall, I estimate that Sage HRMS is saving us the
work of an entire full-time employee in our
department.”
Elizabeth Acevedo
Human Resources Director
Houston Zoo, Inc.
20
Automation and Alerts
The Hard Way
• Lots of duplicate data entry
leads to errors in
spreadsheets.
• Important dates and
deadlines tracked on email
calendar.
• Paper forms lost or held up
in the approval process.
• No time for monitoring
data about the workforce.
The Easy Way
• Automated email alerts
remind HR staff and
managers of important
deadlines, changing
business conditions, cost
overruns, and more.
• Proactive data monitoring
can generate the right
electronic forms and route
them for approval.
21
“We monitor overtime and send an alert to HR when
an employee is approaching the maximum hours . . .
We use Sage HRMS Alerts to monitor the waiting
periods for our health insurance and vacation
benefits . . . We are able to be proactive in a way
that would be extremely difficult without this
automated monitoring.”
Terry Favel
Office Manager
Dilico Anishinabek Family Care
22
Easy Makes a Big Difference!
With Sage HRMS, you can deliver more service
and value to your organization, with more
efficiency, and at a lower cost.
• Improve productivity in HR and across the
organization.
• Reduce routine paperwork and employee requests.
• Control costs for benefits and other programs.
• Share information quickly and easily with the
executive team and company supervisors.
• Better align HR goals with company objectives and
use time savings to refocus HR staff on more
strategic tasks.
23
“We calculate that Sage HRMS is saving us about
$10,000 a year through time savings and other
efficiencies. We’re definitely glad we
implemented it.”
Rick Haines
Controller
Commercial Ullman Lubricants Company
24
About Sage HRMS
Sage HRMS helps companies optimize HR processes and maximize
Return On Employee Investment (ROEI)®.
Sage HRMS delivers comprehensive employee management
solutions automating HR, payroll, benefits, employee self-service,
time-off, recruiting, training, workforce analytics, and more.
A global $2.2 billion company with over 30 years of experience and
6.3 million customers, Sage has provided HRMS solutions longer
than any other company in North America.
To learn more, please visit: www.SageHRMS.com
©2013 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage product and service names herein are registered
trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 06/13

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HR Management by Spreadsheet: Is there a Better Way?

  • 1. HR Management by Spreadsheet— Is There a Better Way?
  • 2. 2 Managing HR the Hard Way • Using spreadsheets for record-keeping and reporting is both time-consuming and prone to errors. Do you need a spreadsheet to track your spreadsheets? • Mixing paper files and computer documents to track employee data is a recipe for lost information. Are paper personnel files complete or all over the place? • When you are always reacting, there’s no time to focus on how to help your company reach its strategic objectives. Do you spend most of your time “putting out fires?” • If your record-keeping system is inefficient, chances are your company is vulnerable to fines, penalties, or lawsuits. Is your company in full compliance with workforce laws?
  • 3. 3 “Instead of rummaging through filing cabinets and stacks of paper, now Sage HRMS stores our employee data electronically. This means we can access information at the click of a button . . . We’re also more accurate, because entries are made automatically.” Rick Haines Controller Commercial Ullman Lubricants Company
  • 4. 4 The Easy Way to Manage HR A Human Resources Management System (HRMS) can automate the way you maintain and access both current and historical information about: Recruiting Onboarding Policy Communication Compensation H&W Benefits Payroll Training Performance Evaluation Promotion Retirement Leave Career Development
  • 5. 5 “By streamlining tasks, eliminating duplicate data entry, minimizing errors, and automating processes, we are able to operate more efficiently with less overhead. With Sage HRMS, we have the ability to grow our organization without adding administrative personnel.” Erik Anderson Director of Human Resources Nesconset Center for Nursing & Rehabilitation
  • 6. 6 A Single Point of Truth By keeping workforce information in one centralized location, an HRMS enables you to: • Accomplish more in less time. No more hunting for information—and you never need to type the same data twice. • Save your organization money. Easily identify areas of overspending, eliminate errors, and improve productivity. • Provide fast, accurate workforce reports and analysis. An HRMS will slice and dice the data to provide the analysis and insights needed by executives, managers, and HR.
  • 7. 7 “The good thing about Sage HRMS is that all parts of it talk to one another. The result is no duplication . . . The integration saves us time and cuts down on errors.” Daniel Simpson Senior Staff Accountant Gift of Hope Organ & Tissue Donor Network
  • 8. 8 Employee Benefits The Hard Way • Create spreadsheets to set up each benefit plan. • Manually calculate current costs and struggle to predict future increases. • Spend time and resources on paper, printing, postage, and manual data entry for open enrollment. The Easy Way • Set up and manage unlimited plans, including health, life, AD&D, COBRA, retirement. • Calculate actual costs and project future costs. • Complete open enrollment online more quickly and at less cost than paper enrollment.
  • 9. 9 “Handling enrollment forms for 300+ people and then entering the data into the system, one-by-one, would have been too much for a small staff like mine . . . With Sage HRMS, it was an efficient and successful process, and our employees loved it.” Dennis DiMasso Director of HR DuBois Chemicals
  • 10. 10 Compliance The Hard Way • Manually research new laws and build spreadsheets for record-keeping. • Keep track of changes to forms, reports, and filing dates. • Search multiple files and locations if agencies demand documentation or reports. • If you fail, your company could face employee lawsuits and government fines and penalties. The Easy Way • Software updates keep up with legislative changes and revised forms and reports. • Preformatted standard reports for EEO-1, EEO-4, (EE for Canada) I-9 Citizenship Verification, Vets-100, Family and Medical Leave Act (FMLA), Leave of Absence (LOA for Canada) OSHA (OHS for Canada), and more. • All records are in one location for easy access and reporting.
  • 11. 11 “To prove EEO compliance, we used to spend hours manually counting employees. With Sage HRMS, it takes just ten minutes to prepare the same report. That’s a nice productivity boost for us.” Dianne Jopling HR Director Haartz Corporation
  • 12. 12 Employee Self Service The Hard Way • You spend a big portion of every day answering employee questions about pay, benefits, and time off. • Your work is constantly interrupted to make changes to employee records and fill out routine paperwork. The Easy Way • Self service lets employees securely view and/or update information about: • Payroll history • W-2 and W-4 (T4, Releve 1, T4A for Canada) • Benefits and dependants • Time-off requests and balances • Training • Company communications
  • 13. 13 “Employees go to Sage Employee Self Service to check on vacation time, benefits, and training. They like it because they get instant answers, even if they’re on a night shift when HR is closed.” Jackie Young V.P., Staffing and Organizational Development AAA Southern New England
  • 14. 14 Payroll The Hard Way • Information about time off, compensation, and benefit deductions must be retyped into the payroll system. • Mistakes in withholding or filings can result in penalties. • Your company outsources payroll, loses control over sensitive data, and has limited reporting. The Easy Way • Changes made to the HRMS database reflect in the payroll system for accurate calculation of benefits and deductions. • Employees are paid on time, via checks, paycards, or direct deposit. • Full compliance with current regulations for withholding, filing, and depositing taxes.
  • 15. 15 “Sage HRMS Payroll allows us to do all our own payroll processing, with the same amount of staff as when we outsourced. We’re saving 30 percent of our administrative costs in payroll and tax.” Wendy Mahle Director of Human Resources and Payroll Perfumania, Inc.
  • 16. 16 Reporting The Hard Way • Hunt for the necessary data in spreadsheets. • Build a report in another spreadsheet. • Risk inaccurate reports if there are data transcription errors or faulty formulas in the spreadsheet. • By the time you finish a report, data is changing. The Easy Way • Run one of hundreds of prebuilt, standard reports for instant results. • Build any custom report with included report writer. • Instantly access and retrieve up-to-date information. • Easily share reports in a variety of formats.
  • 17. 17 “We’ve gained the power to automatically track and prepare reports on standard government requirements and issues specific to our organization . . . Using Sage HRMS, we have a better level of control over all employee-related information and spend a lot less time trying to maintain it.” Barbara Surran Director of Human Resources American Office
  • 18. 18 Informed Decisions The Hard Way • Executives ask for analysis about program costs and effectiveness. • HR can’t produce the information because it isn’t being tracked. • It takes an unacceptably long time to complete the request and report back. The Easy Way • You can generate ad-hoc reports in minutes. • Executives can access HR dashboards with real- time information about costs and performance. • Workforce information can be streamed easily to other business applications for collaboration.
  • 19. 19 “Whenever our executives or board need information, I create a report at the touch of a button. Overall, I estimate that Sage HRMS is saving us the work of an entire full-time employee in our department.” Elizabeth Acevedo Human Resources Director Houston Zoo, Inc.
  • 20. 20 Automation and Alerts The Hard Way • Lots of duplicate data entry leads to errors in spreadsheets. • Important dates and deadlines tracked on email calendar. • Paper forms lost or held up in the approval process. • No time for monitoring data about the workforce. The Easy Way • Automated email alerts remind HR staff and managers of important deadlines, changing business conditions, cost overruns, and more. • Proactive data monitoring can generate the right electronic forms and route them for approval.
  • 21. 21 “We monitor overtime and send an alert to HR when an employee is approaching the maximum hours . . . We use Sage HRMS Alerts to monitor the waiting periods for our health insurance and vacation benefits . . . We are able to be proactive in a way that would be extremely difficult without this automated monitoring.” Terry Favel Office Manager Dilico Anishinabek Family Care
  • 22. 22 Easy Makes a Big Difference! With Sage HRMS, you can deliver more service and value to your organization, with more efficiency, and at a lower cost. • Improve productivity in HR and across the organization. • Reduce routine paperwork and employee requests. • Control costs for benefits and other programs. • Share information quickly and easily with the executive team and company supervisors. • Better align HR goals with company objectives and use time savings to refocus HR staff on more strategic tasks.
  • 23. 23 “We calculate that Sage HRMS is saving us about $10,000 a year through time savings and other efficiencies. We’re definitely glad we implemented it.” Rick Haines Controller Commercial Ullman Lubricants Company
  • 24. 24 About Sage HRMS Sage HRMS helps companies optimize HR processes and maximize Return On Employee Investment (ROEI)®. Sage HRMS delivers comprehensive employee management solutions automating HR, payroll, benefits, employee self-service, time-off, recruiting, training, workforce analytics, and more. A global $2.2 billion company with over 30 years of experience and 6.3 million customers, Sage has provided HRMS solutions longer than any other company in North America. To learn more, please visit: www.SageHRMS.com ©2013 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage product and service names herein are registered trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 06/13