About ROI's Insights Blog

ROI’s Insights Blog is intended for IT and Operational Leaders within our client organizations across the country. Each article is written with this audience in mind, to shed light on process and technology topics related to ERP (Finance, Supply Management, HCM, and IT) and HIS Clinical & Revenue Cycle areas. Each entry will be categorized by function and technical area, to aid in search and navigation.

The authors of this content include ROI’s experienced Workstream Leaders & Consultants who possess 10+ years of functional and technical expertise. Each post contains a brief profile summary of the writer for future reference. Thank you for your interest in this blog! https://roihs.com

Recent Articles

Shawn Klein - Principal Consultant

Shawn is a seasoned Infor Lawson Principal Consultant who works with clients to make the most of their technology investments by innovating how they manage both front-end and back-end processes.
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Recent Posts

Benefits Part Three: Slaying the Pre-Payroll Benefits Beast

Mar 3, 2021 6:30:00 AM / by Shawn Klein - Principal Consultant posted in ERP, Infor


With custom groups meticulously refined, async jobs humming error-free in the background, and standing with true artisanal pride at the resource updates you have just processed, you prepare for your once-a-fortnight processing: pre-payroll tasks. Although specific pre-payroll tasks can vary greatly across organizations, we will focus on two that nearly everyone will use: GTL and the deduction export.

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Benefits Part Two: The Winds of Plan Changes Are Blowing

Feb 16, 2021 8:02:00 AM / by Shawn Klein - Principal Consultant posted in ERP, Infor


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:

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Benefits Part One: Eligibility Made Easy

Feb 2, 2021 7:48:00 AM / by Shawn Klein - Principal Consultant posted in ERP, Infor


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!

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