iSolved Connect iSolved Connect iSolved Connect

Agenda

Presented by iSolved University
iSolved Legend Badge

Be sure to make an appointment for a one-on-one session with one of our iSolved Legends.

(Tech support/training – get your questions answered)

  • General Session
  • Breakout Session
  • Hands-on Session
  • Requires Laptop
  • CE Credit Session
  • Panelist Session
  • Partner Session
  • Monday

    3:00pm - 5:00pm

    Registration

    5:30pm - 7:30pm

    Welcome Reception/Cocktails

    Mingle with your colleagues and pick up your conference materials and badge.

    Tuesday

    7:15am - 8:15am

    Late Registration

    7:15am

    Breakfast with Morning Taco Bar

    Charge up your body and mind before the day's learning begins.

    8:00am
    iSolved Legend Badge

    iSolved Legend Bar (Think “Genius Bar”)

    One-on-one session with an iSolved Legend.

    (Tech support/training – get your questions answered)

    Open time slots are 8:00–8:20, 12:00–12:20, 12:30–12:50

    Appointment sign-ups will open July 2018

    8:30am

    Welcome

    A few words of wisdom to start us off from the CEO of iSolved, Dave Dawson.

    8:40am - 9:40am Keynote Speaker Rick Rigsby

    Keynote – Rick Rigsby

    Be inspired, empowered, and motivated to become great people who do great things by nationally recognized speaker Dr. Rick Rigsby.

    10:00am - 10:50am

    Tips and Tricks for Payroll Processing

    This will be a HANDS-ON workshop that provides tips and tricks for simplifying payroll. Users will configure Time Entry templates, Alerts, and shortcuts to drive a more accurate and quick payroll process. You will leave this session with the knowledge to avoid common payroll pitfalls and streamline your process.

    Presenters

    State of Legal Compliance in 2018 + How iSolved Keeps You On Top of it All

    With the ever-changing legal compliance regulations, it’s hard to stay on top of it all. However, iSolved can help you handle some of the main issues that are currently impacting your company. We’ll explore paid sick and safe leaves, FMLA, pay equity and salary history concerns, as well as how new technology such as biometric information impacting time-keeping.

    Presenters
    11:00am - 11:50am

    GL Setup & Reporting and How to Avoid the Most Common Mistakes (Troubleshooting)

    Let iSolved help you manage your accounting records. During this demonstration, we will review the basic setup and most common mistakes we see made when building your general ledger. We will review the options for your GL account numbers, postings, and the use of organization or labor fields to break down your financial information even further.

    Presenters

    How to Hire Better Employees, Faster (and impress your managers!)

    We will demonstrate iSolved Hire's onboarding and applicant-tracking functionality. This session will teach you to create killer job ads, post listings to various job boards with a single click, and manage candidates through your customized recruiting workflow. You will leave this session with the knowledge to help you improve the average time to hire, increase the quality and quantity of your applicants, engage your applicants, and streamline your recruiting process.

    Presenters
    12:00pm - 12:50pm

    Lunch

    Enjoy lunch in the conference hall. Rumor has it prizes may be involved.

    1:00pm - 1:50pm

    The Basics of Report Writing

    This will be a HANDS-ON workshop where you will learn basic report writer features including, when the report writer is necessary, what types of can be created, how data is selected, formatted, and filtered.

    This is a prerequisite to anyone that plans to attend Creating Reports and Using Data to Deliver Key Insights into your Business (Advanced Report Writer Skills) which is hosted on day 2.

    Presenters

    Best Practices and How-to's with iSolved Attendance

    Once implemented, iSolved Attendance will help you improve your bottom line with reporting that covers projected vs. actual hours. We will cover the tools needed to set up alerts and notifications for any deviations from the schedule to help you and your team better manage your employees. The session will also cover tips and tricks to use the scheduler to its fullest, saving employees time when they punch in and out of labor values.

    Presenters
    2:00pm - 2:50pm

    Get Moving! How to use the iSolved | GO Mobile App, including Geofencing, to Proficiently Track Employees On the Go.

    This will be a HANDS-ON workshop where we will demonstrate iSolved | GO, the mobile app that does more than just time tracking. This app will engage employees by giving them access to their personal information, including check stubs, address and tax updates, and important notifications. We will discuss the latest mobile features, which include geotracking and geofencing to assist you with monitoring employees on the go.

    Presenters

    Life Events and FMLA: How to Configure and Manage these Events in iSolved

    Come learn the ins and outs of FMLA, notice requirements, certifications, responsibilities and rights of employers and employees. This demonstration will cover the iSolved solution for FMLA tracking and how employees can submit their own qualified life events, such as the birth of a child, through the cloud-based Employee Self-Service.

    Presenters
    3:00pm - 3:50pm

    Empowering your Employees with ESS (Employee Self-Service)

    We will demonstrate how employee self-service can improve engagement and proficiency while saving your HR and Payroll department time. You will learn how to give employees as much or little access as your company permits. We will show you how to empower your employees to control their timecards, time-off requests, direct deposits, and tax information as needed.

    Presenters

    Driving Employee Performance with iSolved (How to Set Up, Launch, and Configure Performance Reviews).

    This will be a HANDS-ON workshop where you'll create a custom review using various Review Types, Rating Scales, and customized Review Forms for a variety of situations outside the standard, annual performance review process to meet your company's needs.

    Presenters
    4:00pm - 5:00pm

    The Future Looks Bright – What's on the Horizon for iSolved in 2019 (Panelist Session)

    A look ahead from our President of Technology and his product team on the new features and functionality for 2019. Help us set the plans and submit your ideas with our life-sized idea wall!

    6:30pm

    Dinner & Fun

    Enjoy excellent food, libations, and games.

    Wednesday

    7:00am - 8:00am

    Breakfast with Build-Your-Own Avocado Toast

    Charge up your body and mind before the day's learning begins.

    7:30am
    iSolved Legend Badge

    iSolved Legend Bar (Think “Genius Bar”)

    One-on-one session with an iSolved Legend.

    (Tech support/training – get your questions answered)

    Open time slots 7:30–7:50, 12:00–12:20, 12:30–12:50

    Appointment sign-ups will open July 2018.

    8:00am - 8:50am Keynote Speaker Adrian Gostick

    Keynote – Adrian Gostick (General Session)

    Bestselling Leadership Author | Organizational Culture Expert

    How do today's best leaders accelerate business results? By engaging their employees to execute on strategy, vision, and values. In his challenging, information-packed talks, #1 bestselling leadership author Adrian Gostick provides real solutions on managing change, driving innovation, and leading high-performance teams.

    Gostick is a global workplace expert and thought leader in the fields of corporate culture, leadership, and engagement. He is founder of the training and consulting company The Culture Works and author of the #1 New York Times, USA Today and Wall Street Journal bestsellers All In, The Carrot Principle and The Best Team Wins. His books have been translated into 30 languages and have sold 1.5 million copies around the world.

    As a leadership expert, he has been called "fascinating," by Fortune magazine and "creative and refreshing" by the New York Times. Gostick has appeared on NBC's Today Show and CNN, and is often quoted in The Economist, Newsweek, and Wall Street Journal. If you Google the 30 Top Leadership Gurus, he is on the list along side Jack Welch and Jim Collins. His consulting clients include Danaher, Bank of America, Rolls Royce, JELD-WEN and California Pizza Kitchen.

    9:00am - 9:50am

    A Primer on Fringe Benefits – What You Need to Know

    We will demonstrate how iSolved can create and properly manage your taxability and placement on the W2 for your employees' fringe benefit earnings. We will discuss Fringe Benefits like S-Corporation Health, Personal use company auto, Group Term Life, Third-party Sick Pay, Travel or Transportation, along with gift cards or other De Minimis benefits.

    Presenters

    Building Connections That Unleash Your Employee Mojo

    iSolved will soon be releasing a social platform that drives engagement across teams, functions, and work locations. Come check out how the right technology tools can deliver on the promise of a better work life. This session will unveil new tools coming to iSolved that increase productivity, improve retention, and advance employee satisfaction. See how you can align employee goals to company goals, provide feedback, share ideas, and more. This is a do-not-miss session for those companies looking for bold innovation and driving excellence throughout their company culture.

    Presenters
    10:00am - 10:50am

    Master the Maze of the ACA

    During this demonstration, we will explore the complicated twists and turns of the ACA and how iSolved help you ensure your employees are offered and reported accurately so you are confident in your ACA solution. We will also be updating you on any new changes throughout 2018 relating to the Affordable Care Act and what we anticipate will change in 2019.

    Presenters

    Creating Reports and Using Data to Deliver Key Insights into Your Business (Advanced Report Writer Skills)

    This will be a HANDS-ON workshop where you will learn advanced report writer features which include creating custom fields and building calculated columns. Reporting is one of the most important elements with every business. While the standard system reports in iSolved are designed to provide the most utilized information in a streamlined manner, the skills you will leave this session with will assist you in creating customized reports for all your company's needs.

    Presenters
    11:00am - 11:50am

    Time Management (iSolved Time)

    During this demonstration, we will review the iSolved Time product and how it will help you reduce your payroll prep time. We will cover some advanced alerts to help you manage employees approaching overtime, as well as the options to alert you when your employees have not taken their meal or rest times.

    Presenters

    Leveraging Workflows to Improve Your Workday

    During this demonstration, we will review how workflows can be important for managing employee self-service. Workflows can be used to help manage personnel changes, benefit enrollment, time-off requests, tax notifications, and much more. You will learn how to configure a simple workflow with custom email templates and proper routes of approval.

    Presenters
    12:00pm - 12:50pm

    Lunch

    Enjoy lunch in the conference hall. More prizes!

    1:00pm - 1:50pm

    Open Enrollment – How to Design and Deliver a Better Open Enrollment Session

    Navigate the open enrollment season with these helpful tools and training on iSolved open enrollment. We will cover how to pick the appropriate keep current selection options, as well as go through plan dependencies, informational plans and how to use them, employee messages, email alerts, and how to approve and reset your employees’ enrollments. Become an open enrollment Legend!

    Presenters

    Year-End Preparation

    Does the thought of facing another year-end fill you with anxiety? Do you have the processes in place to meet the deadlines associated with year-end? The key is in the planning. In this session, you will explore the resources and tools available to help you master the year-end process.

    Presenters
    1:50pm - 2:00pm

    Closing Remarks and Raffle

    Finish out the conference strong and enter to win a final prize!

  • Monday

    3:00pm - 5:00pm

    Registration

    5:30pm - 7:30pm

    Welcome Reception/Cocktails

    Mingle with your colleagues and pick up your conference materials and badge.

    Tuesday

    7:15am - 8:15am

    Late Registration

    7:15am

    Breakfast with Morning Taco Bar

    Charge up your body and mind before the day's learning begins.

    8:00am
    iSolved Legend Badge

    iSolved Legend Bar (Think “Genius Bar”)

    One-on-one session with an iSolved Legend.

    (Tech support/training – get your questions answered)

    Open time slots are 8:00–8:20, 12:00–12:20, 12:30–12:50, 1:00–1:20

    Appointment sign-ups will open July 2018.

    8:30am

    Welcome

    A few words of wisdom to start us off from the CEO of iSolved, Dave Dawson.

    8:40am - 9:40am Keynote Speaker Rick Rigsby

    Keynote – Rick Rigsby

    Be inspired, empowered, and motivated to become great people who do great things by nationally recognized speaker Dr. Rick Rigsby.

    10:00am - 10:50am

    How to Grow Your Business

    Sharing of best practices and case studies from across the Network of how our partners are using the iSolved platform to grow their businesses.

    Presenters
    • Justin Raniszeski
    11:00am - 11:50am

    Advanced Sales Strategies

    The playing field has changed. Old sales strategies and techniques are not effective with today’s HCM sales environments. Payroll and time and labor management are no longer the drivers. Companies today must be engaged with their employees in order to attract and retain their most valuable asset: the people. Come learn more about the key players are in the decision-making process, as well as how to grab their attention and win more business.

    Presenters
    12:00pm - 12:50pm

    Lunch

    Enjoy lunch in the conference hall. Rumor has it prizes may be involved.

    2:00pm - 2:50pm

    Best Practice Panelist Discussion on Bureau Staffing

    In this panel discussion, you’ll hear from five Network Partners about their experiences with staffing their service bureaus. We’ll hone in on some of the most pressing issues for service bureau staffing, including where to find new team members, how much experience in a service bureau factors into the decision to hire, remote workers, training methods, and whether it’s important to create subject matter experts. We’ll also cover how managing staff in a bureau has changed over the years, and how some of the other Partners are compensating their team members.

    Presenters
    • Tynes Hildebrand
    • Craig Coleman, Coastal Payroll
    • Michael Pires, JetPay
    • Tracy Lueken-Burds, HKP
    • John Sullivan, BalancePoint
    2:00pm - 2:50pm

    Creating Reports and Using Data to Deliver Key Insights into Your Business (Advanced Report Writer Skills)

    This will be a HANDS-ON workshop where you will learn advanced report writer features, including creating custom fields and building calculated columns. Reporting is one of the most important elements in every business. While the standard system reports in iSolved are designed to provide the most utilized information in a streamlined manner, the skills you will leave this session with will assist you in creating customized reports for all of your company's needs.

    Presenters
    3:00pm - 3:50pm

    iSolved for Restaurants and Health Care Industries – Master the Nuances for These Verticals

    We will demonstrate how to use iSolved and master the skills needed to properly set up your health care and restaurant clients. Tip management, allocation tracking, PBJ reporting, and certification tracking are just a few of the items required. Let this course help you minimize the time spent on these tasks, while improving your clients' accuracy.

    Presenters
    4:00pm - 5:00pm

    The Future Looks Bright – What's on the Horizon for iSolved in 2019 (Panelist Session)

    A look ahead from our President of Technology and his product team on the new features and functionality for 2019. Help us set the plans and submit your ideas with our life-sized idea wall!

    6:30pm

    Dinner & Fun

    Enjoy excellent food, libations, and games.

    Wednesday

    7:00am - 8:00am

    Breakfast with Build-Your-Own Avocado Toast

    Charge up your body and mind before the day's learning begins.

    7:30am
    iSolved Legend Badge

    iSolved Legend Bar (Think “Genius Bar”)

    One-on-one session with an iSolved Legend.

    (Tech support/training – get your questions answered)

    Open time slots 7:30–7:50, 12:00–12:20, 12:30–12:50

    Appointment sign-ups will open July 2018.

    8:00am - 8:50am Keynote Speaker Adrian Gostick

    Keynote – Adrian Gostick (General Session)

    Employee Engagement & Corporate Culture from best-selling author, internationally recognized speaker and co-founder of The Culture Work.

    9:00am - 9:50am

    Changing Market Conditions and the Players (Competitive Intel)

    During this group session, we will work as a team to gather, analyze, and distribute intelligence about our biggest competitors. Our end goal in gathering competitive intel is to help you make better decisions in the industry. This session will help you walk into your next deal with the confidence you need to sell iSolved like a pro!

    Presenters
    10:00am - 10:50am

    How to Demo Like a Pro (and Get More Wins)

    You don't have to be a sales rep to learn how to demo; this session is great for all positions from Management to Operations and all areas in between. Knowing how to properly demonstrate iSolved allows you to quickly and effectively show new features to new and existing customers. We will teach you how to properly demonstrate iSolved and provide you with the skills needed to deliver a compelling presentation while engaging your audience.

    Presenters
    11:00am - 11:50am

    Best Practices Discussion: Implementation Process and Procedures

    During this demonstration, we will guide you through our tried-and-true implementation process that will reduce your average implementation times. Learn to ensure milestones are met, minimize surprises, provide objective analysis, and set realistic time frames. We will share data gathering tips and ways to avoid common pitfalls that we have encountered.

    Presenters
    12:00pm - 12:50pm

    Lunch

    Enjoy lunch in the conference hall. More prizes!

    1:00pm - 1:50pm

    State of the Network

    General update on the current iSolved Network, including important topics like our collective market status and positioning, the Centurion program, the Network’s strategic priorities, competitive threats and our response, and other pressing topics in our industry.

    Presenters
    • Justin Raniszeski
    1:50pm - 2:00pm

    Closing Remarks and Raffle

    Finish out the conference strong and enter to win a final prize!

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