HR Add On Transition to Service Process

The purpose of this document is to define the process to transition a new or current client from Implementation to Service for any HR add-on modules

HR Implementation Specialist:

• Creates account transition ticket:
  • Name = "XXXXX Products Transition to Service"
  • Snippet = "HR Add On Transition to Service Template" and completes/updates notes throughout the implementation process
  • Products = All applicable products being transitioned
  • Category = "Account Transition"
  • Sub Category = "Implementation in Progress"

• Determine if client is ready for transition to service, ask the following questions to evaluate readiness:
  • Live Training sessions have been conducted and recorded?
  • What is clients comfort level in system? Do they know how to process complete and manage HR tasks within system?
  • Are there any open items still pending on your set up?
  • How was their training?
  • How was their implementation experience?
  • Is client aware of resources?

• Assigns ticket to Implementation Manager

Implementation Manager:

• Sends Implementation Survey
• Assigns ticket to client's assigned Service Representative
  • Pipeline = "Service"
  • Sub-Category = "Ready to Transition"

HR Implementation Specialist & Service Representative:

• Conduct internal meeting with assigned service representative to review client
• Conduct phone call with client to hand off