Below follows a description of the sessions at your location which form part of the Up&Go Large programme.
Day 1 Kick-Off Migration Nmbrs®
9h30 Discussion Roll-Out plan
- Discussion on composition and roles of team
- Discussion on client file (sector/CAO (collective labour agreement))
- Naming of objective (number of payslips/number of clients)
- Communication clients/internal/directors/payroll department/other departments
10h00 Discussion planning
- Going through the steps
- Discuss risks
11h00 Start Configuration Nmbrs® Accountant
- Explanation configuration of the Master settings
- Own theme/email settings
- Master CAO (employment contract) models, general ledger schedule, wage models / hour models
- Workflow / Scenarios / Tags
13h00 Configuration Default companies
- Explanation default companies
- Copying selection/linking wage models/hour models
- Configuring/viewing 1 default company within the sector as an example
- Configuring/viewing 1 default company as a director-main shareholder branch example
15h00 Configuration default employees
- Explanation default employee
- Default employee settings
16h00 Advanced configuration Nmbrs
- Working from defaults: System - Master - Debtor
- Which debtor filters are needed?
- Configuration of Nmbrs® authorisation/tags/service levels
- Configuration payroll tables / cost centres
- Creating document viewer/users
17h00 Conclusion
- Making arrangements for day 2 (specials)
Day 2 Conversion
9h30 Progress/state of affairs Migration
- Discussion progress/ state of affairs
- Discussion Roll-out plan objective
- Addressing questions
10h00 Converter Tool
- Explanation Converter Tool
- Linking wage components
- Export to Excel
- If required, explanation wage declaration XML converter
11h00 Improving the Excel file
- Improving data file in Excel or in current database
- Option per company or per sector
- Documenting of modifications in Excel file
13h00 Importing in Nmbrs®
- Organising/documenting control activities
13h30 Configuration special company
- Special company selection
- Configuring/viewing 1 default company within the sector as an example
- Converting special company
- Processing special company
- Importing special companies
- Converting special companies
- Processing special companies
- Organising/documenting control activities.
17h00 Conclusion
- Making arrangements for day 3
Day 3 Go Live
9h30 Progress/state of affairs Migration
- Discussion progress/ state of affairs
- Discussion Roll-Out plan goal
- Addressing questions
10h00 Check configuration Nmbrs®
- Client access/employee access
- Internal communication
- Configured workflow
11h00 Set up reservation balances / leave / wage tax declaration BT
- Activation reservations companies
- Creation of leave arrangements
- Importing balances reservation / leave /wage tax declaration BT
13h00 Go Live Director-Main Shareholders
- Starting up Runs
- Checking run output
- Document viewer
15h00 Check special companies
- Starting up Runs
- Checking run output
17h00 Conclusion
- If required, organise additional follow-up day
- Additional support/training
- Referring to Support knowledge base
- Activation Nmbrs® update notes
Evaluation
- Project evaluation
- Points of improvement
- Discharge project
- Transition to regular Support flow
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