Phase 1
This milestone assigns the implementation team and begins the 8 week implementation timeline.
Deal Booked
The objective of this meeting is to train employees/managers and set expectations/deadlines for Paycom tasks (AMC, Employee Verification Checklist, M2G login, Timecard/Punch Change request approvals.)
Employee/Manager Training
What is the AMC expectation for Payroll?
100%
When should you review passing requirements?
In every step of implementation.
What resource houses every step of the implementation process?
EMAR GTI (Guide to Implementation)
This meetings objective is to walk the client through CFL and coordinate time for the Data Extraction team to pull data.
Launch Data Collection
This meeting objective is to ensure accurate configuration of core system data (TA Information, accrual setup, retirement policies.)
Implementation Review Call
This meeting is optional supplemental training after employees have begun clocking in and out.
Manager Workshop
When should you complete the passing requirements document and submit to NCS?
Within 30 days post FCD
Where can you request and review the implementation trainings we have had so far?
LMS
15 business day timeline to get all critical items approved and host all Phase 1 meetings
Resection
The objective of this meeting is to ensure employee/admin permissions are setup correctly, train client on basic navigation and Paycom tasks, and configure payroll items.
System Overview
NCS led call that reviews payroll configuration, GL expectations for setup, and validation of pay class accuracy.
Final Configuration Call
What products are required to be setup before you can pass?
All products included/purchased
What tool will create an implementation project plan with all internal key players, tasks, and dates for you?
ITW
The required information for the HCM team to build and configure HCM products sold
Quality Definitions
The following are examples of?
- Having the client drive the mouse
- Utilizing Paycom U as a prerequisites
- Using Knowledge/Temperature Checks throughout
- Utilizing HCM Setup Team
- Tell them where they are going to go, go there, recap where you went
HCM Training Best Practices
The objective of this call is to recap first payroll and ensure their are no outstanding items or questions from first payroll.
Post Payroll Call
What does high product usage drive?
Long-term Retention/ Reoccurring Revenue
What meeting do you utilize the "Quality Definitions" resource from confluence for?
HR Kick-off Meeting
HCM Validation
HCM Training
This meeting objective is to introduce the implementation team to the client, confirm key dates, and gather any remaining critical items.
Kick-off Meeting
This meetings objective is to confirm accurate configuration of HCM products purchased.
HCM Validation Meeting
The objective of this call is to train on payroll processing in the Paycom system, review the payroll dashboard and grid if applicable, troubleshoot any payroll warnings, and process first payroll with 100% AMC.
Beti Approvals & Payroll Submission Meeting
What team reviews passing requirements before approving a transition to PSD?
ICA (Implementation Complete Audit) Team
What resources do you have for your Kick-Off Meeting? List 3
-GTI
-Kick-off agenda email template
-Kick-off recap email template
-Kick-off meeting PowerPoint
-Employee Rollout kit
-TSR recorded Kick-off meeting (Internal Only)
What are 3 Objectives of Phase 1
»Gathering items required to set-up system
»Confirming all items have been collected
»Validating the integrity of these items
»Setting implementation expectations and timeline
»Get all internal parties up to date on account details
What are 2 objectives of Phase 2
»Walk the Walk
»Confirm accurate setup
»Review implementation expectations and timeline
»Train Employees/Managers
»Train Admins