Human Capital Management Demo

This demo begins with the onboarding of a new employee and follows up with an open enrollment and performance review piece to show a larger life cycle of an employee.

Preparing the demo

Laserfiche Client or Web Access – Matt Manager/m

Outlook (or whatever email client you have)

Chrome

Forms – Laserfiche/l

Running the demo

*This demo can also begin by scanning applications from Quick Fields

  1. Open Human Resources Demo Folder on Chrome toolbar – Choose Careers
  2. This is the Careers website for Solution Services
  3. Open Positions are shown in a list called Recent Jobs
  4. Click a link to apply for that position
  5. Fill out Application
  6. Position Pulled from the career website
  7. Show FAQ
  8. Application is sent to Riley Recruiter for review
  9. Access this task either through a link sent via email or using the “Return to Inbox” link on the thank you page
  10. Application is in read only
  11. Leave recruiter comments – they will show up later
  12. Approve the application
  13. Email was sent to the hiring manager, Matt Manager
  14. Open the submitted application either in Web Access or in the Client. Both links are provided.
  15. Application located under to \Human Resources\Onboarding\1. New Applicant
  16. A new folder for the applicant is created
  17. Open the application
  18. Form was saved to the repository
  19. View BP details
  20. Change the Application Status to anything you’d like
  21. If you want to speed up the demo, go directly to HIRED
  22. If not Hired, folder moves to under consideration
  23. Continue to update the status field and check email
  24. After Approved – View interview details in email
  25. If Offer Made – an Offer Letter will be generated and can be found in the application folder and in an email
  26. Offer can be accepted 3 different ways:
  27. Change Application status to Hired (least exciting)
  28. Import or scan offer letter via recruiting page
  29. In Chrome open Human Resources folder on bookmark bar and chose Recruiting
  30. This is the mockup recruiting software Laserfiche is integrating with – an entry has been created for your applicant
  31. Click on their Application Profile
  32. Click on Connector icon in the top right hand corner of the page
  33. Choose Import Signed Offer Letter or Scan Signed Offer Letter
  34. If Import, find an offer letter in the uploads library. Once imported, click OK. Refresh page (F5). You will see the application status change from “Offer Made” to “Hired”!!!!
  35. If scan, Scan
  36. Once hired, go to the Employee Files folder
  37. A new folder for the applicant is created
  38. Check email client
  39. 3 emails received. One for IT to prepare email, AD, etc. for new employee. One for the manager to fill out the performance review. One for the employee for the Open Enrollment
  40. Open the open enrollment form and fill it out.
  41. Talk about FAQ
  42. Task is sent to Forms inbox for Enrollment Review
  43. Approve
  44. View benefits enrollment document in employee folder
  45. Go back to email client and open the Performance Review
  46. Fill it out and submit
  47. Go to the tasks page in Forms
  48. Verify the Performance Review meeting has taken place
  49. Go to Laserfiche Client
  50. View performance review in employee folder
  51. Lastly, log in as Ralph Records
  52. Navigate to LaserRepository\0H1 Human Resources\0H1E Employee Files\0H1EA Onboardingfor the new employee application and resume
  53. Navigate LaserRepository\0H1 Human Resources\0H1E Employee Files\0H1ED Performance Reviews for a folder with employee’s performance review
  54. Navigate to LaserRepository\0H1 Human Resources\0H1E Employee Files\0H1EC Benefits Enrollment for benefits enrollment

Other Modules

Open Enrollment

  1. Go to the Client and click the HR-Open Enrollment Report button on the toolbar
  2. Open Email to see two emails
  3. Email to HR Manager that stating that employees that were notified of open enrollment
  4. Email to employee with a link to complete open enrollment
  5. Start open enrollment for Alex
  6. Fill out form
  7. Talk about FAQ
  8. Submit
  9. Open Forms Task List to see Benefits Enrollment approval
  10. Open and Approve
  11. View copy of form saved in Alex’s employee folder
  12. (After 2 minutes from start of process) Open email to see update sent to HR Manager.

W-4s

  1. Open QuickFields Session called W4
  2. Start Scanning
  3. Explain what is happening
  4. Auto-redaction
  5. Look-up based on SSN
  6. Store to Laserfiche
  7. Open Client and view W-4s in employee folders
  8. Login as Ralph Records and navigate to Navigate to \0P3 Payroll and Benefits Records\0P3A Employee Withholding Authorizations