Salesforce Task Outline Payroll Milestones & Tasks Benefit Administration Milestones & Tasks Benefits Planning & Analysis Planning & Analysis Convert Welcome Email Data Gathering Format Welcome Call Santeon Data Gathering Deliver Kickoff call & Business Data Load & Build Deductions Requirements Review Add Benefit Types & Providers Convert Data Request Form Add Benefit Plans Format Planning & Analysis Meeting Dependent Setup Deliver Client Sign Off First Import Enrollment & HR Direct Deposit iSolved Shell Data Convert New Client Wizard Setup Benefits Attach to EEs Format Data Load & Configuration Last Import Enrollment & HR Deliver Payroll Configuration Data Accruals Import EE Data COBRA Synch Convert Client Training & Data Accuracy Client Training Format Sign Off HR/Benefits Admin Training Deliver HR System Configuration ESS Training & Configuration General Ledger Project Milestones & Tasks Import Balances Post Go Live Balance History Help & Audit Planning & Analysis Import Final Pull of YTD History Data Gathering Data Team Project Milestones & Tasks Balance Final Pull of YTD History Reports Assessment Parallel Payroll Assessment GL Setup Import Parallel Payroll Schedule Meeting with Client Configure GL Rules Submit to Tax team Review Data Extraction Review GL with Client Client Training Checklist with Client Adjust GL Client Training & Verification of Determine if Data Extraction is Test Reports Data Possible Create GL Export Go Live Acquisition Post Go Live Process Payroll Determine Extraction Process Review GL Setup & Reports Post Go Live Schedule Pull with Client with Client Run 2nd Payroll Execute Data Pull Time & Attendance Project Milestones & Additional Training & Support Employee Info Tasks (DRAFT) Transition to Service Convert Format Survey review with client Deliver Database review & installs Prior Balances complete Convert Training complete Format Testing complete Deliver
Salesforce Task Outline Payroll Milestones & Tasks Planning & Analysis Welcome Email Welcome Call Kickoff call & Business Requirements Review Data Request Form Planning & Analysis Meeting Client Sign Off iSolved Shell New Client Wizard Setup Data Load & Configuration Payroll Configuration Import EE Data Client Training & Data Accuracy Sign Off HR System Configuration Import Balances Balance History Import Final Pull of YTD History Balance Final Pull of YTD History Parallel Payroll Import Parallel Payroll Submit to Tax team Client Training Client Training & Verification of Data Go Live Process Payroll Post Go Live Run 2nd Payroll Additional Training & Support Transition to Service Benefit Administration Milestones & Tasks Planning & Analysis Data Gathering Santeon Data Gathering Data Load & Build Add Benefit Types & Providers Add Benefit Plans Dependent Setup First Import Enrollment & HR Data Benefits Attach to EEs Last Import Enrollment & HR Data COBRA Synch Client Training HR/Benefits Admin Training ESS Training & Configuration Post Go Live Help & Audit Data Team Project Milestones & Tasks Assessment Schedule Meeting with Client Review Data Extraction Checklist with Client Determine if Data Extraction is Possible Acquisition Determine Extraction Process Schedule Pull with Client Execute Data Pull Employee Info Convert Format Deliver Prior Balances Convert Format Deliver Benefits Convert Format Deliver Deductions Convert Format Deliver Direct Deposit Convert Format Deliver Accruals Convert Format Deliver General Ledger Project Milestones & Tasks Planning & Analysis Data Gathering Reports Assessment GL Setup Configure GL Rules Review GL with Client Adjust GL Test Reports Create GL Export Post Go Live Review GL Setup & Reports with Client Time & Attendance Project Milestones & Tasks (DRAFT) Survey review with client Database review & installs complete Training complete Testing complete
HCMImplementationLeaderPlaybookV2.0.docx