Difference between revisions of "Integration Timeline"

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Our implementation specialists have created a timeline to improve the turnaround times from acceptance of your agreement, to the point of your first payroll appointment.  
Our implementation specialists have created a timeline to improve the turnaround times from acceptance of your agreement, to the point of your first payroll appointment.  
We do understand that there can be interruptions to schedules, and our team will be happy to accommodate any changes should they arise.<br><br>
We do understand that there can be interruptions to schedules, and our team will be happy to accommodate any changes should they arise.<br><br>
At any time during and after the timeline, you are always welcome to call or email our [https://www.wageloch.com.au/contact/ Helpdesk] for support.
At any time during and after the timeline, you are always welcome to call or email our <b>[https://www.wageloch.com.au/contact/ Helpdesk]</b> for support.
 
{| class="wikitable"
! style="color:#d40079" | '''Step'''
! style="color:#d40079" | '''Who'''
! style="color:#d40079" | '''When'''
! style="color:#d40079" | '''Process'''
|-
! style="color:d40079" | Agreement Received
| Sales Team/Client
| <i>N/A</i>
|Proposal and agreement are signed by both the Wageloch sales representative and client.
|-
! style="color:d40079" | First Contact
|Implementation Specialist
|Within <i>2 business days</i> of agreement being received.
|Implementation specialist is assigned to the account and client called to discuss setup and timeline dates. Integration appointment booked and award template sent.
|-
! style="color:d40079" | Award Template/Setup
|Client
|Within <i>2 business days</i> of scheduled integration
|Client to fill out the award template and return back to implementation specialist or the [mailto:awards@wageloch.com.au Awards Team].
|-
! style="color:d40079" | Integration
|Implementation Specialist/Client
|Booked date/time
|Implementation specialist will assist with creating the link between Wageloch and nominated payroll service. Training and first payroll booked with confirmation email.
|-
! style="color:d40079" | Training
|Training Specialist
|Booked date/time
|Training specialist will spend up to 90 minutes showing attendees how to use Wageloch. Post training email will be sent with reference material.
|-
! style="color:d40079" | First Payroll
|Implementation Specialist
|Booked date/time.
|Implementation specialist will guide client through first payroll export. Should issues appear, they will be rectified during this appointment. Client is welcome to have additional guided payroll sessions until comfortable.
|-
! style="color:d40079" | Check Up
|Implementation Specialist
|2-3 months after first successful payroll
|Implementation specialist will ask if you have any questions, concerns or feedback about Wageloch.  
|}
 
 
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{| class="wikitable" style="width: 50%;"
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|Implementation specialist will ask if you have any questions, concerns, or feedback about Wageloch.  
|Implementation specialist will ask if you have any questions, concerns, or feedback about Wageloch.  
|-
|-
|}
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Latest revision as of 06:35, 8 September 2023

At Wageloch, we like to ensure that your new rostering, time and attendance solution is set up and configured as soon as practicable; the sooner Wageloch is up and running, the sooner you can save time completing payroll!

Our implementation specialists have created a timeline to improve the turnaround times from acceptance of your agreement, to the point of your first payroll appointment. We do understand that there can be interruptions to schedules, and our team will be happy to accommodate any changes should they arise.

At any time during and after the timeline, you are always welcome to call or email our Helpdesk for support.


Step 1 AGREEMENT RECEIVED
WHO Sales Team/Client
WHEN n/a
PROCESS Proposal and agreement are signed by both the Wageloch sales representative and client.
Step 2 FIRST CONTACT
WHO Implementation Specialist
WHEN Within 2 business days of agreement being received.
PROCESS Implementation specialist is assigned to the account and client called to discuss setup and timeline dates. Integration appointment booked and award template sent.
Step 3 AWARD TEMPLATE/SETUP
WHO Client
WHEN Within 2 business days of scheduled integration.
PROCESS Client to fill out the award template and return back to implementation specialist or the Awards Team.
Step 4 INTEGRATION
WHO Implementation Specialist/Client
WHEN Booked date/time
PROCESS Implementation specialist will assist with creating the link between Wageloch and nominated payroll service. Training and first payroll booked with confirmation email.
Step 5 TRAINING
WHO Training Specialist
WHEN Booked date/time
PROCESS Training specialist will spend up to 90 minutes showing attendees how to use Wageloch. Post training email will be sent with reference material.
Step 6 FIRST PAYROLL
WHO Implementation Specialist
WHEN Booked date/time
PROCESS Implementation specialist will guide client through first payroll export. Should issues appear, they will be rectified during this appointment. Client is welcome to have additional guided payroll sessions until comfortable.
Step 7 CHECK UP
WHO Implementation Specialist
WHEN 2-3 months after first successful payroll.
PROCESS Implementation specialist will ask if you have any questions, concerns, or feedback about Wageloch.



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