Business Partner Sales & Marketing Briefing for SQL Payroll

June 26, 2008

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Today’s Objectives

• Review of Insights – Identify SQL opportunities– What we have accomplished to date

• Product Demonstration– 8.4 Highlights– Key functionality

• Marketing and Sales tools– Product comparison V7 vs. V8

feature/function cheat sheet– Price list, feature sheet

• Next steps – Full launch week of 7/21

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Review of Insights Communication

• Identify Target Market Opportunities– Ideal Customer Profile

• New Prospects for Suite PR/HR – > 300 ee’s technology platform is critical

• Opportunities early in the pipeline (60/60) where SQL is important– Typically > 300 ee’s

• MAS 500 customers along with other ERP’s – programmatic interface

• Plan of Action– Review your pipeline– Expand your marketing plan

– Government, Education, Unions and Sales Organizations

– Sign up for training– Involve us early (pre-sales technical assistance)

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Review of Insights Communications

• BP Certification Training Schedule– Non SQL trained Business Partners

• Required to attend 5 day course @ 50% reduction ($650)– July 8-11(Change 3 day only)– July 21-25 8-5:30 in St. Petersburg FL

• New Classes being planned for August timeframe – West Coast– ST. Pete TBD

– Abra v8.x HR certified (reminder)• Attend 3 day payroll course for no charge!

• Q4 Sales Contest (Business Partners & RAM’s)– Rollout week of 7/7

Product Highlights

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Abra Payroll 8.4 Highlights

• Single sign-on – User has access to one company at a time. Rules, code tables, bank

services, tax services, and optional fields are set up at individual company level.

• Levels– User has ability to define four class levels to be used for sorting,

grouping, and classifying employees. Labeled Class 1 – 4.

• Local taxes – Available through user defined set up.

• Entering time for payroll processing– Timecards are only required for employees with exceptions. Salaried

employees can be processed without timecards.

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Abra Payroll 8.4 Highlights (cont.)

• Processing payroll– Only one payroll process is required. Payroll may be run and reviewed

as many times as necessary.

• Printing checks and other payments– Check forms are created in Crystal Report Writer and are often

customized. Checks and advices can be printed as a single batch. Checks can be re-printed individually.

• Employee lists– Allow the user to define a group of employees to be used for different

payroll processes and reporting. Employees may be in multiple selection lists.

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Abra Payroll 8.4 Highlights (cont.)

• Setting up earnings and deductions– Earnings, deductions, benefits, accruals, advances, and expense

reimbursements are all set up on the same UI.

• Earnings– Consist of payments made to the employee, such as regular salary or

wages, bonuses, commissions, and tips.

• Deductions– Unlimited, can hide on check, accruals only, allows more versatile

calculation methods and two-tier deductions.

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Abra Payroll 8.4 Highlights (cont.)

• Linking attendance accruals to payroll earnings– Earnings cannot create an absence.

• Assigning earnings and deductions– Can be assigned to specific employee, list of employees, class of

employees, or assigned by user defined criteria.

• Backup/Restore– Utilize SQL backup capabilities.

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Abra Payroll 8.4 Highlights (cont.)

• W-2 processing and printing– Forms are generated and printed as part of year end process. User

can define which earnings and deductions appear in certain boxes on W-2. Can be printed at any time requested.

• Standard reports– All are written in Crystal with ability to modify to meet specific

customer needs.

• Employee data– Maintained in appropriate system. HR data is stored in HR and

payroll data is stored in Payroll. User defines data to be shared on both systems.

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Abra Payroll 8.4 Highlights (cont.)

• Adding a new employee– Use New Hire Action to enter HR information. Payroll information is

not included but is passed to Payroll upon request.

• Updating employee information– Information is entered in Abra Actions and/or Details. Required

payroll information is passed to Payroll upon request.

• Optional fields– Permitted throughout the system and not only at employee level.

Payroll and time sheets allow optional fields.

Product Demonstration

Sales & Marketing Tools

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Ideal v8.4 Payroll Customer Profile

Customer Profile Reason

U.S. organization V8.4 Payroll supports U.S. only

New prospect or existing Abra v8.x HR customer V8.4 tools and procedures to assist in upgrading from Abra v7.x are planned to be available in the future

Seeking integrated HR/Payroll solution V8.4 Payroll requires Abra HR to also be installed

Requires or prefers a SQL Server-based application (does not want VFP)

V8.4 Payroll supports SQL Server and SQL Express only

300 to 1,500 employees Larger companies more likely to have the IT infrastructure, the budget for SQL licenses and higher Abra v8.4 price points, but can be used by smaller companies, too

Does not require outsourced tax filing V8.4 Payroll support for Sage Tax Filing Service is a future enhancement

Does not require EFT child support payments in state-mandated file formats

V8.4 Payroll EFT child support can be customized to meet some mandated file formats. Contact Sage about specific state requirements

Does not require ESS to display employee pay history or W-2 forms

V8.4 ESS display of employee pay history and W-2 forms is a future enhancement

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Key New v8.4 Payroll Capabilities

Feature Benefit/Opportunity

HR data synchronized with Payroll on command For organizations with separate HR and payroll depts., allows payrolls to be run without interrupting HR’s use of the system

Automatically calculates overtime and shift differential pay from single timecard entry

Simplifies time entry and calculations for organizations with overtime and shift pay plans

Time entry allows piece rate unit volume and sales $ volume and automatically calculates pay

Simplifies time entry and calculations for organizations with piece rate and sales commission pay plans

Supports expanded pay frequencies including 10/year and 13/year

Supports payroll requirements of many educational (10/year) and retail (13/year) organizations

Supports step rates Supports compensation and payroll requirements of many union shops and government organizations

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ABra v8.4 Payroll Pricing

Abra HR + Abra Payroll 75ee 150ee 300ee 500ee 1,000ee +500ee +1,000ee

License $4,260 $9,600 $16,390 $22,115 $38,215 $9,735 $19,470

Annual Support 25% 25% 20% 20% 20% 20% 20%

Abra Payroll Add-on to Abra HR

License $2,775 $5,910 $9,380 $12,790 $24,265 $5,165 $10,330

Annual Support 25% 25% 20% 20% 20% 20% 20%

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Abra v8.4 Payroll Sales Tools on PRO

• Qualifier/opportunity cheat sheet

• Abra Payroll v8.4 and v7.7 comparison summary

• Abra Payroll v8.4 Feature Sheet

• Updated Price List effective 6/26/08

Questions?