"People-Trak HR
Software--Supporting Clients, Making Friends"
I have the best
clients. Some I’ve been working with for as long
as nine years. After a long business partnership,
many have evolved from a professional business
relationship, to more of a casual tone in our
correspondence, and some even address me the same as
my closest friends would. It’s the latter group
that often gets me laughing.
Just last week one of these characters left me a
message: “Yo! I need help with a report
ASAP." Click... Left no name, no company name,
no phone number. Of course I knew exactly who the
funny guy was. I work with some of the best people
out there, and always appreciate a good laugh. There
are many advantages to having an assigned client
base, the most fulfilling is our friendships we
develop over time.
"People-Trak HR
Software, Helps HR Shine!"
Recently a client asked if they could report off the salary grade information in their People-Trak HRIS to generate a salary report for their CFO. After reviewing the CFO’s request, I realized we could add more detail than my client was requesting. In the end we created a much more comprehensive report, including % grade progress, along with the Comp-ratio detail found on People-Trak’s salary statistics screen.
As a result of utilizing the additional fields, my client was able to create a report that represents all pay frequencies already available within their People-Trak HR software. It was great to provide their CFO this additional information, while elevating even more value in their HR Representative.
"A Better
Solution"
While connected with
a client over a WebEx meeting, I saw her
daughter’s ballerina slipper on her desktop wall
paper, along with one little hand, a pink tutu, part
of her nose, and that was about all I could make
out. She had quite a few files littering her
desktop, and covering about 75% of her cute little
ballerina.
After we laughed
about the number of files that can accumulate on the
desktop, I asked her what she used all of the
spreadsheets for. About an hour later we had come up
with a solution in People-Trak HRIS to maintain this
data, and eliminate her need for tracking in Excel.
Although some of the items she was tracking in Excel
were very specific to her company, we were able to customize
the user fields screen to meet her needs. Now
she can pull the information out of People-Trak HR
software with ease! Next time I WebEx with her,
I’ll probably see a lot more of the photo that was
once hidden!
"Audit Feature Thrills
Client"
The other day I was
talking to a customer who had just taken our
differences class outlining the changes from version
7 to version 9. She expressed an interest in taking
advantage of more of the HR
software features People-Trak has to offer. So
far, this had proven to be a difficult feat as
management was still very paper oriented, not
willing to assign additional resources for data
entry, and was very resistant to change.
She told me she had come from an environment that
used computer systems extensively, and it was quite
a shock to her that she would have to pull them
kicking and screaming into the 21st century. She
said she was really happy that her HR Department had
decided to get People-Trak HRIS and was looking
forward to utilizing it even more in the future.
One of the areas she was particularly interested in
was the audit feature. We discussed how she can
store information on the changes made to data in
People-Trak, and later retrieve the changes. I could
hear the excitement in her voice once she realized
she, at any time, could find out who made the
change, what the prior value was and when it was
changed. My client knew right away that this would
be extremely helpful for her!
"Open Enrollment
Process Saves Client Countless Hours"
I recently had a
client call in curious about the open enrollment
process in People-Trak HR Software. She was hoping
to find an easy way to manage this process for her
organization. In previous years, she was under the
impression that she had to navigate from one
employee to the next and manually move each plan to
the History screen in order to enter their new
benefits onto the current screen. I let her know
that with the open enrollment process in
People-Trak, it will move all of the plans for her.
After explaining how to setup her Open Enrollment
table and select her employee’s future enrollment,
she decided to give it a try this year and would
call me when she was ready.
A few days later, she let me know she was ready and
we set an appointment. After reviewing her recent
work and creating a backup, we ran the Update Open
Enrollment process together. Less than a minute
later, all of her plans were moved and she was done
with her open enrollment. She was amazed at how fast
everything was transferred and assured me that she
would be going through this process every year from
now on instead of updating her plans manually. This
customer was very excited about how much time and
work the open enrollment process in People-Trak HRIS
saved her this year!
"A Renewed Sense Of
Confidence With People-Trak HRIS"
I recently called a
client and discovered that she was concerned that
People Trak HRIS would not be able to meet her
needs. She had even given up on keeping the data
current. Upon further inquiry, I discovered that as
a new user, there was an education gap and she was
unaware she could reach out for help in regards to
use of the HR system. I was able to spend some time
with her, walking her step by step in the process of
building tables, attaching position numbers to
employees and simple data entry.
We spoke about the
training that People-Trak HR Software offers, and we
also scheduled weekly one
on one appointments to implement different pieces of
the software to meet her needs. At the end of the
call I could hear in her voice that she had a
renewed sense of confidence in People Trak. I am
looking forward to continuing her education and
helping her get the most out of her People-Trak
HRIS. It just goes to show that a little help really
does go a long way.