B E T T E R T O G E T H E R :
A S I N G L E H C M A N D C A N A D I A N P A Y R O L L
S O L U T I O N
p r e s e n t e d b y O n e S o u r c e V i r t u a l
Webinar Information
All lines are muted during the presentation
Enter questions during the presentation in chat
Live Q&A period at the end
This event is being recorded
Recording will be available on OneSource Virtual Customer Center Site
https://customercenter.onesourcevirtual.com/hc/en-us
OneSource Virtual Customer Center Site
OneSource Virtual Customer Center Site
Presentation Outline and Presenters
Introduction to OneSource Virtual Introduction to OneSource Virtual Introduction to OneSource Virtual Introduction to OneSource Virtual
Ron Sookram, Business Development Manager, Workday, Toronto
3 Things to Know About OneSource Virtual 3 Things to Know About OneSource Virtual 3 Things to Know About OneSource Virtual 3 Things to Know About OneSource Virtual
Beatrice Nathan, Directrice de comptes, Account Executive OneSource Virtual, Montreal
Workday’s Solution for Canadian Payroll Workday’s Solution for Canadian Payroll Workday’s Solution for Canadian Payroll Workday’s Solution for Canadian Payroll OneSource Virtual Payroll Service Offerings OneSource Virtual Payroll Service Offerings OneSource Virtual Payroll Service Offerings OneSource Virtual Payroll Service Offerings
Kelley Trammell, Solution Consultant, OneSource Virtual, Dallas
Q&A Period Q&A Period Q&A Period Q&A Period Beatrice Nathan Mike Gorkowski Kelley Trammell
Mindy Bogan, Global Tax Specialist Holly Anderson, Global Tax Specialist
OneSource Virtual
N O R T H A M E R I C A
Leading Workday Partner in US and Canada.
U N I T E D K I N G D O M
Entering new payroll markets, expanding AMS and delivering Workday deployments through London office and European service centre in Northern Ireland.
7 5 0 + D e d i c a t e d T e a m M e m b e r s
T H R E E T H I N G S W E W A N T Y O U T O U N D E R S T A N D
A B O U T O N E S O U R C E V I R T U A L
1 - Workday Is All We Do, All Day, Everyday
98.6%
Satisfaction Rating
Workday’s Customers
35 %
• We are exclusive to Workday
• We Are a Certified Partner and Full
Platform Customer since 2008
2 - We Are Well Qualified - Workday Certifications
49 | P R O J E C T M A N A G E R 30 | C O M P E N S A T I O N
62 | U . S . P A Y R O L L
252 | H C M
17 | T I M E T R A C K I N G
34 | B E N E F I T S
22 | A B S E N C E A N D L E A V E 21 | C A N A D I A N P A Y R O L L
70 | I N T E G R A T I O N S
22 | R E C R U I T I N G 10 | F I N A N C I A L S
320 + Workday Certified Consultants
190 + LDP Certified Consultants
3 - We Offer Solutions that Fully Compliment the Workday Life Cycle
Deployment
Services
Transformation
&
Change Management
“In Application”
Scalable Operational
Support
“In Application”
Scalable Post Production
IT Support
OneSource Virtual Has Unique Strengths in the Workday Eco-System
W O R K D A Y O V E R V I E W
TECHNOLOGY FOUNDATION ANALYTICS
GOALS & PERFORMANCE BENEFITS
COMPENSATION
PAYROLL TALENT INSIGHTS
RECRUITING HUMAN RESOURCES WORKFORCE PLANNING
ONBOARDING
SUCCESSION PLANNING
EXPENSES ABSENCE
TIME TRACKING CORE HR
Workday – The Power of One
• Unified, global system of record
• Technology Foundation
• Business Process Framework
• One Consumer User Interface
• Security Model
• Real Time Actionable Analytics
E M P L O Y E E A N D M A N A G E R S E L F S E R V I C E
Employee Self Service
Bruno Gaudette
Location: Montreal
• Navigation
• Employee Dashboard View
• Tax Elections
• Payment Elections
• Pay Statements
• Review Timesheet
• Request Time Off
• Account Preferences
Manager Self Service
Enrique Vasquez
Manager
• Manager Dashboard View
• Approving Time Off Requests
• Approving Timesheets
• Manager Analytics
D E M O N S T R A T I O N
W O R K D A Y P A Y R O L L S O L U T I O N
A modern, cloud based, payroll solution offering unprecedented
flexibility, control and insight.
Workday Payroll: The Modern Solution
• Supports payroll processing for US, Canada
and UK
• France will be available March 2016
• Powerful calculation engine
• Highly configurable
• Accounting and audit agility
• Actionable reporting
• Unified with HCM
Workday’s Unified Solution Means…
W O R K D A Y
•Hires/Terminations
•Promotions/Transfers
•Re-Organizations
•Address Changes
•Tax Withholding Changes
•Bank Detail Changes
•Benefits
•Compensation Changes
•Bonus Payouts
•Time entry
•Leave requests
•Time off requests
All data in one place – entered one time – changes driven by effective date
– no interfaces to balance – no integrations to maintain
Payroll and HR Work Together
Workday Keeps You Updated!
Workday takes advantage of weekly
patch schedules-applied for you!
L E G I S T A T I V E U P D A T E S
• Workday rapidly researches, develops and rolls out new functionality as it becomes required by law.
T A X & G A R N I S H M E N T U P D A T E S
• No CDs/tax updates and time consuming downloads
• Workday rapidly responds to tax changes
Customers have advanced visibility to updates.
Pay Inputs Pay Calc
Audit Review Confirm
Complete
Payroll Settlement Taxes Garnishments
Workday Payroll Cycle
Time Earnings Deductions
Gross to Net Assigned Workday Payroll Specialist:
Daily customer support Assist with your payroll questions
Workday support
Direct Deposit Printing Checks Payroll Funding
Assigned Workday Tax Specialist:
Tax Deposits Tax Filings Tax Reconciliation
Assigned Workday Garnishment Specialist:
Interpretation System setup Record keeping Handling correspondence
Garnishment payments
Order OrderOrder
Order TypeTypeTypeType SpecifySpecifySpecifySpecify OptionalOptionalOptionalOptional GroupGroupGroupGroup Run As UserRun As UserRun As UserRun As User CompleteCompleteCompleteComplete Notification Notification Notification Notification Sent SentSent Sent
a Initiation Initiate Payroll No Customer Payroll Processor Yes
b To Do Review Pay Input No Customer Payroll Processor Yes
c To Do Run Retro Pay Calculation No Customer Payroll Processor Yes
d Batch/Job Run Pay Calculation No Workday User
e To Do Balance Payroll Input to Calculated Results No Customer Payroll Processor Yes
f To Do Review Audit Reports No Customer Payroll Processor Yes
g Action Review Pay Calculation Results No Customer Payroll Processor Yes
h To Do Final Payroll Approval No Customer Payroll Auditor Yes
i Batch/Job Run Payroll Complete
j To Do Create Settlement Run No OSV Payroll Admin Service Yes
k To Do Print Checks No OSV Payroll Admin Service Yes
l To Do Send ACH & Positive Pay Files No OSV Payroll Admin Service Yes
m To Do Review Tax Filing Reports No OSV Payroll Admin Service Yes
n To Do Approve Tax Filing Reports No OSV Payroll Admin Service Yes
Pay Cycle Event
OSV becomes a step
OSV becomes a step OSV becomes a step
OSV becomes a step
in your business
in your business
in your business
in your business
process
process process
process
Process Payroll
Henry Lynch
Payroll Partner
• Initiate Pay Cycle
• Review Payroll Input
• Run retro calculation
-
Prior period comp change• Calculate Gross to Net
• Audit Reports
D E M O N S T R A T I O N
O N E S O U R C E V I R T U A L S E R V I C E O F F E R I N G S
Pay Inputs Pay Calc
Audit Review Confirm
Complete
Payroll Settlement Taxes Garnishments
Workday Payroll Cycle
Time Earnings Deductions
Gross to Net Assigned Workday Payroll Specialist:
Daily customer support Assist with your payroll questions
Workday support
Direct Deposit Printing Checks Payroll Funding
Assigned Workday Tax Specialist:
Tax Deposits Tax Filings Tax Reconciliation
Assigned Workday Garnishment Specialist:
Interpretation System setup Record keeping Handling correspondence
Garnishment payments
Pay Inputs Pay Calc
Audit Review Confirm
Complete
Payroll Settlement Taxes Garnishments
Managed Payroll Services
Flexibility & Scale to Meet Your Business Requirements
Time Earnings Deductions
Gross to Net Assigned Workday Payroll Specialist:
Daily customer support Assist with your payroll questions
Workday support
Direct Deposit Printing Checks Payroll Funding
Assigned Workday Tax Specialist:
Tax Deposits Tax Filings Tax Reconciliation
Assigned Workday Garnishment Specialist:
Interpretation System setup Record keeping Handling correspondence
Garnishment payments
Pay Inputs Pay Calc
Audit Review Confirm
Complete
Payroll Settlement Taxes Garnishments
Payroll Settlement
Time Earnings Deductions
Gross to Net Assigned Workday Payroll Specialist:
Daily customer support Assist with your payroll questions
Workday support
Direct Deposit Printing Checks Payroll Funding
Assigned Workday Tax Specialist:
Tax Deposits Tax Filings Tax Reconciliation
Assigned Workday Garnishment Specialist:
Interpretation System setup Record keeping Handling correspondence
Garnishment payments
Flexibility & Scale to Meet Your Business Requirements
Flexible, tiered outsourcing services to best suit the
needs of your organization.
Payroll Services
I N - A P P L I C A T I O N S O L U T I O N
• Dedicated Workday payroll specialist
• Defined security role
• Governance, auditability and control
• Flexibility
S E R V I C E S C A N I N C L U D E :
• Check printing and fulfillment
• Upload Positive Pay File/ACH Files
• Treasury Management
• *Maintenance of Earnings & Deduction Codes
• *Payroll Testing Through Workday Updates
• *Administration of Workday Payroll Environment
*dependent on the service level your company chooses
Let OneSource Virtual manage payroll taxes for your business, making sure that
mistakes are minimized and you stay in compliance
Payroll Tax Services
I N - A P P L I C A T I O N S O L U T I O N
• Dedicated Tax specialist
• Expertise in employer payroll tax best practices
• Maximum transparency, control and audit ability
• Improved Efficiencies
S E R V I C E S I N C L U D E :
• Preparation of Federal and Provincial tax filings and deposits
• Canadian Revenue Agency deposits and filings
• T4/RL-1 Filings
• Setup of new tax jurisdictions
• Response to agency inquiries
• Annual tax reconciliations
Efficient and economical, OneSource Virtual’s wage garnishment services reduce the risk
of penalties by managing the wage garnishment process from receipt through termination.
Garnishment Services
I N - A P P L I C A T I O N S O L U T I O N
• Dedicated Garnishment specialist
• Expertise in wage garnishment practices
• Flexible service levels
• Maximum transparency, control and audit ability
• Improved Efficiencies
S E R V I C E S C A N I N C L U D E :
• Bankruptcies, support orders, creditor garnishments, tax levies
• *Order Setup
• *Related correspondence and document retention
• Timely disbursement of payments
*dependent on the service level your company chooses
OneSource Virtual’s Workday Experts serve as an extension of your operating team, from
account management and project coordination to process advisors and payroll tax consultants.
OSV Services Team Delivery
A S S I G N E D S E R V I C E S S P E C I A L I S T
• Benefits
• Payroll
• Tax
• Garnishment Admin
• Production Support (AMS)
C U S T O M E R
S U C C E S S M A N A G E R
• Account management
• Manages deliverables and
service agreements
• Coordinates future service
projects
T R A I N I N G
Payroll Processing Course
•Duration: Duration: Duration: Duration: Three days, eight hours per day
•Location: Location: Location: Location: Dallas training facility or on-site available with a minimum of eight attendees
•Also available via Virtual WebEx, over four days, six hours per day Also available via Virtual WebEx, over four days, six hours per day Also available via Virtual WebEx, over four days, six hours per day Also available via Virtual WebEx, over four days, six hours per day
•CostCostCostCost: $1950 per student
•Recommended AudienceRecommended AudienceRecommended AudienceRecommended Audience: All customers who are using or will be using the OSV Pay Cycle Event. Payroll Process-ing teaches customers how to perform payroll tasks in the context of OSV’s Pay Cycle Event and explains how the Event is supported by the Workday Payroll Framework.
•DescriptionDescriptionDescriptionDescription: The OSV Payroll Processing course provides customers using the OneSource Payroll System with the knowledge and hands-on experience needed to process their own company’s payroll data.
•YOU WILL LEARNYOU WILL LEARNYOU WILL LEARNYOU WILL LEARN: This course begins by ensuring you have the skills to successfully navigate through the Workday Payroll System, and then takes you step-by-step through the OSV Pay Cycle event utilizing a combination of lectures, demonstrations and hands-on exercises. You will learn how to build EIBs relevant to payroll, how to execute compulsory payroll, and to execute steps as well as optional steps, such as prenote and retro. You will also learn how to use payroll reports and how to balance them against the OSV Funding Portal.
Learn more about this course by emailing training@onesourcevirtual.com
O N E S O U R C E V I R T U A L E D U C A T I O N A L S E R V I C E S
Canadian Payroll Processing Course
•Duration: Duration: Duration: Duration: One day, four hours
•Location: Location: Location: Location: Virtual WebEx
•CostCostCostCost: $600 per student
•Recommended AudienceRecommended AudienceRecommended AudienceRecommended Audience: Customers who process payroll for employees in Canada and have completed the OSV Payroll Processing Course
•DescriptionDescriptionDescriptionDescription: This four-hour web-based course reviews and demonstrates the steps of the Pay Cycle Event, with a look into the differences specific to Canadian customers.
•YOU WILL LEARNYOU WILL LEARNYOU WILL LEARNYOU WILL LEARN:
• How to add worker tax elections as they related to Canadian tax withholding rules
• How to configure worker Federal and Provincial tax elections
• About supported and unsupported retro events and retro process steps
• Canadian payroll reference numbers
• How to use payroll reports, including ROE reports
• And more!
Learn more about this course by emailing training@onesourcevirtual.com
O N E S O U R C E V I R T U A L E D U C A T I O N A L S E R V I C E S
