American Engineering Testing, Inc. (AET) was founded in 1989 and is a nationally recognized comprehensive engineering and testing service provider. With 20 locations across Minnesota and the Upper Midwest, AET consults with organizations in a variety of sectors including the agricultural, industrial, energy, transportation, commercial, government, and telecommunications industries. .

Scenario

  • AET needed to streamline their new hire and rehire onboarding process and improve the first contact experience for new employees.
  • With over 400 employees in 20 locations spreading over 7 states, AET was inundated with paper documents. They were difficult to track, and it was cumbersome to monitor their status. Dependence on paper had turned the HR department into filing clerks that wanted a paperless solution.
  • Overwhelmed with continual requests to make routine changes to employee records, AET was looking for a way to empower employees to manage these routine tasks themselves.
  • Faced with limited resources which complicated the implementation of new ideas and systems, the HR director knew complete automation was necessary to facilitate workflow. As an HR department of one, just completing daily tasks was a challenge.

Solution

AET implemented a number of products that enhance Sage HRMS functionality and enabled them to achieve their goals:

  • Sage HRMS HR Actions® , a Sage endorsed product developed by Delphia Consulting, moved AET into the paperless environment they needed. Sage HRMS HR Actions is a web-based workflow solution that lets you easily design, initiate, and route forms for approval that automatically update Sage HRMS.
  • Sage HRMS HR Actions® Dynamic Forms Checklist (DFC), a Sage endorsed HR Actions plugin also developed by Delphia Consulting, was the primary reason AET decided on purchasing Sage HRMS HR Actions. Dynamic Forms Checklist displays the right form to the right person at the right time, including onboarding forms. This allowed AET to streamline their new hire onboarding process and provide the professional experience they wanted for new employees.
  • Sage HRMS Employee Self Service (ESS) enables employee access to online information.
  • Sage HRMS Benefits Enrollment (BE) provides online open enrollment and life events.
  • Sage HRMS Benefits Messenger securely automates the transfer of employee enrollment data to insurance carriers.
  • Sage HRMS HR Actions® W-4 simplifies collection and storage of online W-4 forms.
  • My Workforce Analyzer helps businesses stay compliant with ACA requirements by tracking and analyzing both employee hourly data and employer size requirements as well as by creating necessary Forms.

Results

Dyann Turner, HR Director, notes there have been countless advantages and offers these key observations:

Sage HRMS HR Actions

  • “Before going paperless, I lived at the copier and felt like my time was not being used effectively. Now I am more proactive, strategic, and more of the visionary that I need to be.”
  • “HR Actions transformed the way we handle pay change forms. I was always waiting for approvals and signatures.”
  • “With HR Actions, not having to go get physical files is amazing! I can view everything from my desk. I have access to everything!”

Dynamic Forms Checklist

  • “Dynamic Forms Checklist was a driver in this project, and it was a primary reason we decided to implement HR Actions.”
  • “Our front-facing experience with new employees involved a clumsy process and too much paper. Now new hires can complete all of their paperwork electronically before they begin working for us. This is a significant time saver.”
  • “Besides transforming our onboarding process, this product is a great help with timely completion of other forms. For example, it displays a list of forms necessary for managers and employees to complete for their performance reviews. Employees fill in their annual planning form and maintain their progress in their performance appraisal in real time. This eliminates the old fashion annual review process”
  • “Dynamic Forms Checklist allows us to easily get rehires to sign the newest version of forms upon their return. Now replacing and updating employee information is easy.”

Employee Self Service

  • “ESS empowers employees to take charge of their own information. It’s fun to watch them get better at managing things like address or life changes. They can update their own information instantly. This has increased data integrity by allowing them to view their information.”
  • “Managers now have instant access to their employees’ data. Managers can be more proactive and don’t need to wait for a response from HR.”

Benefits Enrollment

  • “Employees love that they don’t have to be in the office to complete their benefit enrollment. Now they can enroll from home, in the field, or wherever they can connect to the internet.”
  • “It keeps a record of everything and has increased our accuracy.”
  • “It captures the electronic signature, which is a beautiful thing.”

Benefits Messenger

  • “Now we have complete integration within our system. Enrollment data goes directly to the carrier on a schedule, and HR no longer has to print and file forms.”
  • “All employee benefit changes, life event changes, and open enrollment selections are automatically pushed out to the carriers.”

My Workforce Analyzer

  • My Workforce Analyzer makes completing our 1094 and 1095 forms a breeze.

Testimonial

Delphia has been incredible and is always quick to respond to my requests. They are very patient and supply me with enough information to correct problems immediately. The more detail I give them, the quicker their response with an accurate answer. I spend very little time waiting for anything, which is wonderful.

Dyann Turner, HR Director, American Engineering Testing, Inc.