Guiding Principles for a Successful Implementation

As mentioned in Benefits Part One: Eligibility Made Easy, well-crafted benefit groups lay the foundation for success in maintaining your organization’s benefit plans week after week. Even if they aren’t perfect yet, that’s okay - understanding how benefit groups control application functionality is a battle you will appreciate later. Fortunately, once groups are defined, they don’t need to be modified continuously, or at least, you shouldn’t be taking unlimited rides on the “custom group carousel.” The day-in-day-out, in-the-weeds processing is performed with four jobs located in the CloudSuite HCM navigation menu under Benefits -> Maintenance -> Processes:

Benefits – love or hate them, they are one of the primary compensation components for why employees join an organization. Let’s face it, in today’s marketplace, benefits are expensive for employees to purchase and time-consuming for benefit teams to maintain. Having all the cogs of the benefits team well-oiled and churning efficiently shouldn’t just be a wish: it is a must!

The New Year is a great time to explore new ideas. And what better way than to think about how to use technology differently. With today’s technology where everything is “in the cloud,” you no longer have your database onsite.

So how do you access the data?

Are there restrictions on how to get the data?

Is my data held hostage?

Modifications, customizations, and configurations can make a great ERP system even better by aligning technology with optimal business processes. There are many reasons to configure systems, such as adding user fields to existing forms or placing constraints on fields to support accurate data entry. Before decisions are made to configure your ERP technology, consider three important questions:

1. How does your system handle configurations?
2. Are other options available to meet user requirements?
3. Are these options making it too difficult to apply patches and updates in the system?