Month: July 2024

Uncover how ESS portals streamline tasks, boost employee engagement, and enhance data security — all while saving time.

Are you inundated with simple administrative requests from employees? Do you feel like you’re running a service desk?

If so, it’s time to invest in an employee self-service (ESS) portal to lighten your load.

ESS software lets employees access an HR portal anytime, day or night. Through this portal, they can easily check schedules, chat with managers, request time off, and handle other tasks on their own. 

Ultimately, it empowers employees can get the information they need without having to contact HR or wait for business hours. Convenient!

Not quite sold? Let’s dive into some key ESS benefits and check out the tools and features that can help both you and your workforce.

The Benefits of Employee Self-Service Portals

Employee self-service is an indispensable tool for organizations that want to streamline operations and stand out from the crowd in today’s competitive job market. 

ESS eliminates substantial administrative burden from the shoulders of your HR team, so they have time to focus on employee engagement and mission-driven initiatives instead.

And it’s not just HR that stands to benefit. It’s a real boon for employees as well. With critical functionality in one place, employees can access and manage information themselves, in their own time, with minimal intervention from HR.

So, how do these benefits manifest in practical terms?

1. Reduced Admin Time

It shouldn’t come as a surprise that the chief benefit of ESS portals is reduced administrative burden for HR teams.

ESS software allows employees to handle routine admin tasks, including updating personal information, accessing pay stubs, and requesting time off (instead of the designated HR rep). 

This automation minimizes the need for manual data entry, allowing HR professionals to focus on more strategic initiatives. 

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Learn More: What is HR Automation? Examples, Benefits, and Challenges

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2. Streamlined Time Off Requests

Say goodbye to email chains, online forms, and paper time off requests. 

ESS portals display current paid time off balances and allow employees to easily request sick leave or vacation. Once an employee makes a request, management is promptly alerted to approve or deny it. 

This streamlined process automatically provides your HR department with a real-time log of all requests and responses, enhancing efficiency and accuracy.

3. Simplified Time Collection and Scheduling

Managing employee shift schedules, especially across multiple locations, can be a massive headache. If you’ve been sending out schedules via group text and tracking hours in a spreadsheet, it’s probably time to invest in a self-service platform.

An ESS helps take the logistical complexity out of scheduling and time collection. Employees can clock in, clock out, and check their upcoming schedules — all from one central platform. 

And if your ESS platform has a mobile app, they can do this all from their phone, too.

4. Easy Benefits Enrollment

Choosing the best benefits to support your workforce is a time-consuming task, and open enrollment season adds to the chaos.

An ESS portal can ease this burden by empowering employees to enroll in benefits themselves. The best ESS solutions automatically remind employees to select their benefits during the appropriate period and feature an easy-to-use wizard for self-enrollment. 

Even after open enrollment, employees can view their plan information, check spending account balances, and submit claims directly from the ESS homepage.

5. Improved Compliance

Nearly one in three organizations cite inaccurate employee data entered into the payroll system as a top compliance concern.opens in a new tab It’s imperative that employee information is accurate and stays on pace with changing regulations. 

An integrated ESS can mitigate compliance worries by nudging employees to update their personal data. This reduces the risk of compliance issues related to outdated or incorrect information.

ESS platforms also provide easy access to important documents such as W-2s and pay stubs, ensuring employees have the information required for tax reporting and other regulatory requirements. 

This proactive approach to data management and communication significantly mitigates compliance risks and supports compliance with ever-evolving regulations.

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Learn More: HR Compliance 101: Fundamentals for HR Professionals

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6. Better Communication and Engagement

Tired of sending emails into the void? ESS portals have got you covered. 

By streamlining communication, ESS portals help create a more connected and informed workforce, enhancing overall engagement.

Self-service solutions can centralize company announcements, policy updates, and critical documents without the need for multiple emails or meetings. 

And because they’re featured in the same place where employees clock in and request time off, important news is more likely to get noticed.

More sophisticated ESS portals will include in-platform messaging, recognition capabilities, and social collaboration tools for direct communication between employees and managers.  

7. More Sustainable and Reduced Waste

If you’re aiming to be a bit greener, ESS portals are a great tool to help.

As a fully digital solution, ESS portals cut down on waste by eliminating paper forms. HR teams and employees can interact and complete many tasks that used to require physical documentation. It’s a simple way to significantly reduce your paper consumption. 

Empower and Automate with Employee Self-Service 

Adopting an ESS portal isn’t just about cutting down on admin work — it’s about transforming how your team operates. 

Self-service solutions can help boost efficiency and accuracy, increase in employee engagement, and provide more peace of mind from knowing you’re on top of compliance. 

So, why not take the leap and see how an ESS portal can revolutionize your workplace?

Paylocity’s ESS provides secure, 24/7 access to Paylocity via a single, convenient HR portal, empowering employees with the information they need at their fingertips. Self-service solutions keep employees connected to the tools they need — and to each other — and power the automation you’ve been looking for.

Want to learn more? Request a Paylocity demo today!

July 12, 2024

As a charitable organization, navigating your online presence is key to maintaining a strong public image and fostering trust with donors. One crucial aspect of your online presence is understanding and managing your organization’s charity rating. These ratings are prepared by charity “watchdogs” that evaluate nonprofits based on various criteria and make their findings publicly available. Here’s a primer on some of the major players: 

1. Candid’s GuideStar

• Provides a Transparency Seal based on the level of information shared  
• This is not a rating, however, it is a key data source for potential donors and other charity rating sites
• Nonprofits control their GuideStar profile and can earn seals from Bronze to Platinum 

2. Better Business Bureau (BBB) Wise Giving Alliance 

• Evaluates charities against 20 accountability standards 
• Primarily rates national publicly soliciting charities 
• Focuses on governance, fundraising practices, and solicitation materials 

3. Charity Navigator 

• Rates charities on a 0-4 star scale based on financial health, accountability, and transparency 
• Their “Encompass Rating System” considers impact and measurement, accountability and finance, leadership and adaptability, and culture and community 
• Nonprofits can log into Charity Navigator’s Nonprofit Portal and provide additional data to earn beacons and ensure a more accurate rating  

4. CharityWatch

• Rates charities from A+ to F based on financial efficiency ratios 
• Evaluates charities with $1M or more in public support 
• Evaluates based on program spending and fundraising costs 
• Periodically runs news features on select charities 

While these platforms use different models, a consistent theme is the emphasis on practicing transparency and quantifying impact. These sites can be used as tools for your nonprofit to garner additional support. To improve your charity’s rating, consider: 

• Ensuring accurate IRS Form 990 reporting, especially the Statement of Functional Expenses 
• Claiming your organization’s GuideStar profile and fully updating to achieve a Platinum Seal
• Implementing robust governance policies and making them publicly available 
• Communicating program accomplishments, goals, and success metrics in a clear and compelling manner 

Proactively managing your nonprofit’s presence on these charity rating sites allows your organization to demonstrate accountability and reinforce its credibility and public image. YPTC is available to assist with resources, checklists, and experienced accounting and financial management professionals.  For more information about this topic, click here to watch the webinar or here to contact YPTC for assistance.