Up & Go sessions Accountants large

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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