greenshades product overview & roadmap
TRANSCRIPT
Greenshades Product
Overview & RoadmapPresented by Rob Bright & Chris Hadden
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Greenshades Showcase
Today’s Agenda
About Greenshades & today’s presenter
Quick Introductions
What can we answer for you?
Questions
www.greenshades.com
Meet our team
Product decisions and roadmaps
Product Development
Our products have evolved over time
Product Evolution
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• Solving difficult problems for our customers
• Providing a series of tax, compliance, and HR
utilities
• Flagship offering is a complete Payroll/HR
platform that supports the entire employee
lifecycle
• Over 15 years of experience and expertise
• Serving 4,000 clients across North America
Greenshades Showcase
About Greenshades
www.greenshades.com
Greenshades Software
LinkedIn:
@Greenshades_
Twitter:
Greenshades Software
Facebook:
Instagram: @Greenshades_
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Greenshades Showcase
Today’s Presenter
www.greenshades.com
Robert BrightDirector of Sales, Greenshades Software
• Joined Greenshades in 2010
• Started as a Sales Associate
• Mini-farm at home – 5 chickens, 7 snakes, 2 giant dogs, tortoise, and an 8-year-old
daughter
• Works across our Sales, Customer Service,
and Implementations teams
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Today’s Presenter
www.greenshades.com
Chris HaddenDirector of Products, Greenshades Software
• Certified Payroll Professional, APA
• Joined Greenshades in 2009
• Baseball and Motorsports Enthusiast
• Young Kids at Home = Forever Busy
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Greenshades Showcase
A Few Legal Notes
www.greenshades.com
• Do not construe this content as formal legal
advice.
• Always check with your local counsel, as well as
your organization’s accounting teams.
• We’re providing high-level insights and guidance,
but you should be aware of state- and region-
specific impact.
• Greenshades partner myHRCounsel is extending
an opportunity to leverage their expertise at a low
monthly cost.
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Greenshades History
www.greenshades.com
Founded in 2002 – How did we get here?
• 2002 – Owners pivot and focus on custom software
development for Microsoft Dynamics
• 2002-08 – Tax Filing Center released, and expands e-
file offerings
• 2008-10 – Employee Portal created, and rebranded to
Greenshades Online
• 2012-13 – Payroll Tax Service brings our tax offering to
the cloud, Greenshades Benefits Management released
• 2013-18 – Greenshades Online expands HR options,
Onboarding released
• 2019 – Greenshades Payroll Platform is released!
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Evolution of Greenshades
www.greenshades.com
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Poll
www.greenshades.com
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Greenshades Product Evolution
www.greenshades.com
Compliance focused
• Greenshades Tax Options
• Mag.NET > Tax Filing Center >
Greenshades Online Tax Filing Center
• Payroll Tax Service
• Greenshades Year-End Forms
• FormsLite > DownloadMyForm >
Year-End Forms
• Greenshades Online
• Full-Service HR Portal
• Onboarding
• Benefits
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Payroll – A Unified Platform
www.greenshades.com
Constant updates and enhancements.
Cloud-Based Efficiency
ERP flexibility to work seamlessly with
ERP of today & tomorrow
ERP Agnostic
Single user experience: employees,
managers & individual contributors
A Unifying Force
Driven by client and partner feedback over the last 18 years,
we delivered a unified solution to bring together all offerings across the Greenshades family of products.
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Greenshades Product Development
www.greenshades.com
Our team and general methodology
• Always adapting
• Product Managers, Quality Assurance, Project
Management, User Experience
• Short development "sprints" with bi-weekly
release schedule; staggered by product
• Feedback → Planning → Build → Test →
Release → Iterate
• Release Notifications & Changelist
• Watch for webinar announcements too!
• We are always looking for user feedback
2020 = remote →
2019
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Greenshades Showcase
Enhanced Visibility to
recent updates
• New product features are tracked and
available for viewing -- Changelist
• We heard your feedback
• Previously located under Reports
• Release Notifications
14www.greenshades.com
Greenshades Showcase
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Looking at today, and tomorrow
www.greenshades.com
What’s NEW and NEXT, for the Greenshades Platform
• Proactive Compliance is our Driving Force
• Continue move to Web-based, Platform
• Tax Filing Center, Sync Portal
• Employment and Income Verification
• Enhanced Remote Worker Support
• Time Entry Expansion
• Reporting → Business Intelligence
• Applicant Tracking → Onboarding
• Onboarding Mobile Enhancements
• 1099-NEC
• User Experience Focus
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Advanced Reporting
www.greenshades.com
• More modern UI/UX for Pay History dashboard, as well
as advanced reporting
• Wide array of standard reports and objects
• Create custom reports, save in library
• Mark “favorites” for easy access later
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Travel/Mileage Tracking
www.greenshades.com
• When enabled, enter mileage amount
alongside time-entries
• Allows validation that miles traveled, and time
entered are comparable
• Expense Reporting compatibility coming soon
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Custom Fields with Time Entries
www.greenshades.com
• In addition to the standard
“department,” “location,” “position”
fields, Admins can now configure
custom fields that must also be
entered by specific timesheet users
• (patient #, truck, project code,
etc.)
• Additional settings and parameters
coming in the future
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Employment and Income Verification
www.greenshades.com
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Top Five Reasons to Outsource Year-End Processing
EMPLOYEE SAFETYAlthough COVID-related restrictions are easing insome locations, many employees are still concerned
for their safety and the safety of their loved ones.Outsourcing your print & mail services keeps themsafe at home.
COST CONTAINMENTDisinfecting the workplace can be a costlyproposition, ranging from $1 to $10 per square foot.
Add-in personnel costs required to print and mailforms and outsourcing stands as a more economicaloption.
REGULATORY COMPLIANCEThanks to the COVID crisis, 2020 has a unique anddiverse array of policies that have been added to
the books. Greenshades' expert team keeps up-to-date on everything impacting your business so youdon't have to.
PROCESS FLEXIBILITYAs your businesses needs evolve, so too will thesize, composition, and nature of your workforce.
Outsourcing empowers you to effectively scaleboth capabilities and capacity on-the-fly.
RISK MITIGATIONThe old saying "measure twice, cut once" seems tailor-made for year-end tax processing. Our
research and validation services catch and correct issues before they can impact your company or your brand.
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Poll
www.greenshades.com
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Questions
Ready to end 2020 with your best foot forward?
Make Greenshades part of your team today!
Contact us and let us take your payroll, HR, and
year-end processes to the next level.
Greenshades is ready to help, so email or call
now!
Contact Saleswww.greenshades.com
(888) 255-3815 ext. 2
GET STARTED TODAY
Thank YouYou will receive an email tomorrow with links to view and download this presentation.