How HR Complete works
SAMPLE TIMELINE: FIRST 15 MONTH
A TAILORED HR ACTION PLAN
Your Advisor will build a custom plan that maps out HR tasks, initiatives, and goals to ensure your organization is compliant and protected.
QUARTERLY BUSINESS REPORTS
An easy-to-read quarterly report so you can see HR projects completed and upcoming areas of focus.
REGULAR CHECK-INS
Discuss progress on your HR Action Plan, review milestones, and define upcoming priorities on a schedule that works best for you.
CUSTOM HANDBOOKS
We’ll update your existing handbook — or create one tailored to your specific needs and circumstances.
DIGITAL CONTENT SUITE
Instant access to a vast array of online HR tools, templates, training, and other resources, as well as a history of your interactions with your Advisor.

ADD ON FEATURES

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$120 Base fee per month
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$4 PEPM
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0.50% AUM Fees
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0.07% Expense Ratio
401k

Synced Payroll
HEARTLAND, TRAX, BENEFITMALL
No cost
PAYLOCITY
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One-time setup fee of $500.
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$1.00 per employee monthly for 249 lives or less.
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$0.50 per employee monthly for 250 lives or more.
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ADP
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One-time setup fee of $500.
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$1.50 per employee monthly.

Time & Attendance
$3 PEPM
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Multiple time capture solutions including mobile, biometric verification, desktop clock-in, online timesheets, and a tablet app to streamline time tracking process
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Mobile Manager and employee self-service
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IP Address Restricted Access & Clockzones
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Geofencing
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Flexibility with advanced time clock rules, overtime calculations, and shit differentials
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Customized dashboard views and alerts of important time tracking data in one place.
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Locking of time card records once payroll is run to ensure consistency with pay history
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Daily labor expense reporting for better management of regular and premium pay.
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Easily capture time for different employee types, rates of pay, departments, and locations

Scheduling
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Ability to create and assign schedules for better control labor costs
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Assign multiple shifts to employees or multiple employees to one shift
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Manage and view employee attendance information in real time
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Receive alerts when employees are approaching overtime
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Automatically syncs with your payroll data to ensure accurate hours worked bu employees
$1 PEPM

Performance Management
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Performance reviews
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Time off requests
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Time off accrual
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Company org chart
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Company directory
$4 PEPM

ACA REPORTING
Businesses can measure and track variable hour employees year round, ensure coverage offered meets the minimum guidelines for affordability, send required notifications, and generate signature-ready IRS 1094 B/C and 1095 B/C forms.
$6 PEPM