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Liaison Messenger EDD PLUS

Case Studies

Automated Task Schedulers for Human Resource

documents

Problem:
Customer wanted to automatically send 401K Enrollment Forms to all employees

who've reached their one year anniversary.  The Human Resource manager

created a form-fill PDF file that is used to capture the data of employees who wish

to join the company's retirement plan.

By law, since the company provides a 401K, they must offer it to all employees

upon their 1 year anniversary of employment per their Plans By-Laws.

Solution:

Liaison Messenger EDD handles this requirement with ease.

First thing was to clone the standard Employee Recipient List from their employee master file.  

Then, we created a filter on the recipient list script which filtered out any employee who was not within 1 year and  week of their Start Date.  Of course, you could set the date parameters to anything you want, maybe 30 days before their anniversary date. 

This script will also automatically refresh EVERY time the Script runs (every Sunday), so it will only include those newly identified one year employees.

The next step is to create a script which will name 401K Enrollment Forms.  We set to run Sunday at midnight (By default) you could also set it to run at any other time if desired.  It will run every 7 days.

This is a simple 1 Line script. It will send a PDF file to the respective employees who meet the anniversary date criteria.

In Summary, Liaison Messenger will automatically send 401K Enrollment Forms, every Sunday at midnight, to those employees who meet their 1 year anniversary that week. No further user intervention or printing or remembering to send, is needed.  The company is now assured of staying compliant to the law as it applies to their 401K Plan Employer Requirements by-laws.

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ABOUT US

We're a company based in sunny Southern California, operating under private ownership. Since our inception in 1993, we've been at the forefront of innovation. Our journey began with the development of Liaison CRM, the first commercially available DOS-Windows cross-platform CRM system. Fast forward to today, and our main focus is on crafting Workflow Automation Solutions, with our flagship product, Liaison Messenger, leading the charge since its introduction in 1999.

Liaison Messenger EDD is a crucial part of our offerings, designed to support various accounting systems seamlessly. We prioritize integration with industry leaders like Microsoft Dynamics 365 Business Central, Finance, GP, and SL systems, as well as WennSoft and Sage Software ERP packages including Sage X3, Intacct, Sage 100, Sage 300, and Sage 500. Additionally, we cater to the needs of businesses using exclusively web-based ERP systems such as Acumatica and NetSuite.

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