Implementing an HR and Payroll system
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The role of HR has changed dramatically in the
last few years. Gone are the days when a job in HR might involve
administering payroll and employee benefit schemes, or planning
company outings. Today human resources professionals are more
likely to be strategic partners to their commercial colleagues,
tasked with leveraging human capital throughout the business.
Increasingly HR professionals are looking to
integrated HR and Payroll solutions to help them capture and make
better use of employee data, while reducing administration and
driving a more strategic approach to people management.
Choosing a solution is only the
beginning
Choosing a new HR
and payroll solution and getting board
approval for the purchase is only the beginning. You then need a
successful implementation to ensure that you gain the planned
benefits. The following guidelines are based on our extensive
experience working with many hundreds of customers over many
years.
Reviewing how you currently do
things
A new software system is the perfect
opportunity to refresh how you do things. It provides you with the
opportunity to see if there are better ways of doing things,
improving processes and sharing information for example, that will
make the HR function more efficient and effective. Now is the time
to ask yourself, and your team, some searching questions:-
- Do you have all the information you need easily to hand
whenever you need it?
- Does the all information you keep comply with current
employment laws, such as the Data Protection Act for example?
- What information about your employees is the most useful?
- What kind of management reports do you need?
- What processes could you automate to speed things up and
increase accuracy?
A good supplier will make suggestions to
ensure that even before the project starts, you know exactly what
you will get out of it.
Creating your unique
system
However good the solution you choose you may
identify areas which don’t fit your needs exactly. This may mean
that you need some bespoke work done. Before committing to this
route however you should:-
- Take time to review your current processes to ensure that you
are doing things in the best possible way, as it may be more
efficient and less costly to change how you do things rather than
customise your new solution
- Ensure that your supplier will commit to providing dedicated
project managers and onsite developers so that you are assured of
ongoing support for your customisation and to ensure that it can be
upgraded alongside the rest of your solution
- If you are sure you need to go ahead make sure you understand
the technical and functional specification documents that explain
what the supplier is going to build for you
- Ensure that both you and your supplier have exactly the same
idea about what you need
- Discuss the testing process with your supplier and if you are
able to access a test system. So that you can review exactly what
you are going to get, and to avoid spending more time and money
trying to fix something that was poorly specified in the first
place
Your supplier should take the time to
understand your objectives and suggest ways to meet them without
major customisation if possible, so be wary of committing to a
major customisation unless it is absolutely necessary.
Getting ready for the roll
out
If you are to ensure that you achieve exactly
what you set out to you need to make sure that you and your
supplier agree on a comprehensive and detailed project plan. This should:-
- Highlight any areas of risk
- Make clear who has responsibility for doing what, so that you
know exactly what is required of you and by when, and what you can
expect from your supplier
- Ask your supplier for advice on the best way to manage the
transfer of your data into your new system
- Include time for data downloads which can be time-consuming as
data could be coming from multiple sources. It’s an ideal
opportunity to cleanse the data before implementing into a new
system.
- Include a period of parallel running to ensure that everything
is working before you switch over completely
Staged implementation
Implementing a system too quickly can be as
problematic as it taking too long. You therefore need to ensure
that:-
- You have buy-in from the HR team, senior management, and others
who will use the system
- If you have chosen a modular
solution, introduce it in stages to avoid overwhelming people
with too much information. Many people choose to begin with a
standard personnel system and then build
upon this to prevent changes happening too quickly
- You revisit your most urgent needs and install modules that
will handle these needs first
- If you are introducing a 'workflow'
tool to automatically deliver information via e-mail, be careful
not to bombard your staff - this could result in them feeling
overloaded and lead them to ignore what they are sent
- If you have purchased an on-line tool
to devolve some responsibility to line managers, think about how to
engage them properly through internal marketing and training if
necessary
- You consider having a specific brand identity for the software,
a launch day, placing adverts on your intranet or making HR people
available to offer advice on how to use it and the benefits it will
deliver to individuals and the company
- Make sure you return to your initial aims once your system is
fully implemented and ensure they have been met
Training
Training is one area
where you simply cannot afford to cut corners. It is vital to make
sure that both the HR team and employees buy in to the software so
you get proper use out of it.
- To get the best out of your new system you to ensure that
everyone adheres to new procedures rather than reverting back to
old ways of doing things.
- You should make sure that your supplier provides you with
adequate training manuals and online support so that you can make
sure everyone has easy access to training materials when they need
them
- It’s also important to make sure that you have easy access to
your supplier’s help desk and that you are clear about the terms of
your maintenance contract and the after purchase care you can
expect
- It may also be useful to nominate an 'ambassador' to train new
starters
It’s not over once it’s
over
Finally, make sure you regularly review the
system to make sure it meets your original objectives. This way you
can easily identify any shortcomings that could cause
disillusionment and lead to the system falling into disuse.
The more time and thought you put into the
implementation and subsequent launch the more likely you are to
achieve great things, but this is still only the start and both
supplier and client need to work at it to keep the relationship
going strong!
About us
Part of Sage UK, we have brought
together the specialist experience and expertise of former
competitors, Snowdrop (HR) and KCS
Management Systems (Payroll), to deliver
truly ‘best-of-breed’ HR and Payroll software and outsourcing services: a suite of integrated
solutions that ease administration while encouraging a more
proactive approach to the development and support of people.
Our product suite, SnowdropKCS, comprises
award winning, powerful systems to manage the entire employee
lifecycle, from candidate to leaver. Modular and scalable, our
solutions are designed to meet our customers’ needs, both now and
in the future.
That’s why we deliver a full and extensive
range of supportive services that are
designed to give you everything you need throughout your time with
us. Whether project management, system training, helpdesk
assistance or consultancy, you can rely on us to offer all the
support you need, whenever you need it.