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Prioritize & Implement Change
Recommend & Transfer Knowledge
Review & Assess
Partnering with Ultimate’s dedicated team of consultants through UltiPro’s Extended Services ensures you get proactive, personalized care year round and maximize your investment in UltiPro.
ULTIPRO
Extended Services
Our Analytics experts will evaluate your current use of reporting
and analytics features, identifying opportunities to more fully
utilize UltiPro’s analytics and reporting based on your immediate
and long-term business goals.
UltiPro experts partner with you to identify the features that will most benefit your organization then provide configuration assistance to ensure your organization is quickly adopting new features and fully leveraging key functionality.
Ultimate’s experts will share expert recommendations,
review and assess your security configuration, then make approved changes, helping you to minimize risk in the ever-changing world of security requirements.
During the UltiPro Assessment, our experts will complete a comprehensive review of each UltiPro product area, identify opportunities for more optimal use, then ensure that your configuration of UltiPro is aligned accordingly with your organization’s priorities.
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Document specific configuration recommendations and updates completed
Document plan and approved changes
Review best practices and standards
Prioritize and implement approved changes
Report examples based on customer requirements
New features and functionality
Security setup and configuration
Review recommended changes and receive customer sign-off
Identify recommended changes to optimize
UltiPro configuration, including:
Analytics requirements and key metrics
Current report setup, usage and performance
Features in current and previous
UltiPro release that have not been implemented
and that could be of value to your organization
Security configuration including, but not limited to, role and user administration, multi-factor identification, security notifications, delivered workflow setup, interface and integration transmission, test system usage (if applicable), database encryption and field masking considerations
Key users and roles, current configuration, any areas of concern, support cases, and training opportunities
Review current configuration, including:
Complete a personalized assessment
of your current state and identify
areas for improvement
Define roles and responsibilities
and schedule meetings
Complete detailed review of overall process and roadmap for services
Conduct welcome call
Define roles and responsibilities
and schedule meetings
Complete detailed review of overall process and roadmap for services
Conduct welcome call
TRANSFER
KNOWLEDGE
PRIORITIZE & IMPLEMENT CHANGE
RECOMMEND
ASSESS
REVIEW
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ULTIPRO Extended optimization Services
Analytics
assessment
Ultipro
Assessment
security
configuration
release
adoption
Optimize your use of UltiPro and quickly adapt to changes
Enhance your use of UltiPro®
Quickly adopt new features
More fully utilize UltiPro’s analytics and reporting
Regularly refine your configuration of UltiPro as your business evolves
Complete knowledge transfer
including available tools,
resources, and documentation
Review steps for successful year
end preparation, balancing and
year-end reporting
For example, the consultant will document recommendations for quarter-end tax filing and processing, year-end payroll activities (ex. scheduling bonus payrolls, goal resets), distribution of year-end forms and specific configuration recommendations and any updates completed
Document best practices and items to be updated
in preparation for Year-End
Extending payroll calendars, processing additional
payrolls (bonuses, stock-options, etc.), verifying
and updating employee data, year-end disposition
of accruals (resets, payouts, roll-over), reconciliations,
tax balancing, and negative wages
Assist with validation and completion of open activities
that impact Year-End, including:
Configure UltiPro Business Rules for optimal
earning and benefit plan setup, validate and
correct employee data, make corrections for payroll reconciliation and negative wages
Prioritize and implement approved changes
Review recommended changes and receive customer sign-off
Identify recommended changes
Current tax jurisdictions, payroll reconciliation, negative wages, accruals and paid time off, earnings and benefits, payroll calendar, deductions, Affordable Care Act (“ACA”) impacts, related workflows, UltiPro Common Pay Agent configuration, company/employee data update processes, as well as organization changes or business processes that could impact Year-End planning.
Review current business process and practices for managing wage and tax review and year-end preparation, including the following areas:
Define roles and responsibilities
and schedule meetings
Complete detailed review of overall process and roadmap for services
Conduct welcome call
Define roles and responsibilities
and schedule meetings
Complete detailed review of overall process and roadmap for services
Conduct welcome call
TRANSFER
KNOWLEDGE
PRIORITIZE & IMPLEMENT CHANGE
RECOMMEND
ASSESS
REVIEW
Complete knowledge transfer including available tools, resources and documentation
Document best practices and items to be updated for this plan year
Three updates to existing interfaces each year
Validation and completion of open activities that impact Open Enrollment and Life Events, including company/employee data, interfaces, validation and testing
Assistance with Open Enrollment
and Life Events configuration
Configure UltiPro Business Rules for optimal
plan setup, validate and correct employee data
Assist with set up for new plan year, including:
Prioritize and implement
approved changes
Review recommended changes and receive customer sign-off
Identify recommended changes
UltiPro Business Rules for optimal plan setup,
validate and correct employee data (ex. data conversion
of contacts, beneficiaries, dependents)
Current benefit plans, new benefit plans to be offered including rates, dates and employee population to receive new benefit plan, effective dating requirements, benefit plan changes that may impact ACA reporting, existing third-party interface requirements, company/employee level data update strategy and any UltiPro workflows specific to open enrollment and/or life events
Current open enrollment configuration, anticipated plan/vendor/organizational changes, planned open enrollment period(s), life events setup/utilization, company-level benefits and employee maintenance processes
Review current configuration
of Open Enrollment
sessions, including
Define roles and responsibilities
and schedule meetings
Complete detailed review of overall process and roadmap for services
Conduct welcome call
Define roles and responsibilities
and schedule meetings
Complete detailed review of overall process and roadmap for services
Conduct welcome call
TRANSFER
KNOWLEDGE
PRIORITIZE & IMPLEMENT CHANGE
RECOMMEND
ASSESS
REVIEW
When you have a new request, you will partner with the Ultimate consultant to review requirements and set a delivery date. Once requirements are finalized, the consultant will create, validate, and review the final deliverable with you.
Ultimate’s experts will design and build reporting and analytics deliverables based on your organization’s current needs, including new reports, alerts, and dashboards or modifications to existing items.
With Ultimate’s Analytics Development Services, customers can leverage our analytics experts, who will partner with you to build new reports, alerts, and dashboards based on your organization’s needs.
Ultimate’s consultants partner with you to proactively plan
throughout the year, so you stay on track and experience a seamless year-end process ahead of deadlines. During year-end, UltiPro experts share best practices and guide you through the steps to help ensure successful reporting, balancing, and year-end file preparation.
Ultimate’s benefits and open enrollment specialists will partner with you throughout the year to plan and prepare for your organization’s open enrollment and life events sessions, from start to finish, to ensure a smooth experience for your employees.
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ULTIPRO Extended Premium Services
Quickly adopt new features
Benefits
and Open Enrollment
year-end services
analytics
development
services
Proactively navigate complex areas and leverage best practices
Our experienced professionals will proactively help you navigate complex HCM processes, allowing you to:
Better handle peak time periods with less stress
Regularly refine your configuration of UltiPro as your business evolves
Our Services promise
To Ultimate Software, you’re not a customer— you’re a Partner for Life.
Selecting UltiPro means more than selecting HR technology. It means people committed to helping you get the most from UltiPro, so you can take care of your people and grow your business. It’s service that starts with fixed-fee activation and extends to lifelong support.
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Ultimate Software™ is a trademark of The Ultimate Software Group, Inc. | UltiPro® is a registered trademark of The Ultimate Software Group, Inc.
Please contact your Ultimate Software representative for additional information.