In This Issue:

• Conference Recap
• Preparing for Year-end
• Supplement Your Staff
• Payroll Tax Filing Service
• User Group Reminder
• Quarterly Tip
• Short Topics
• Current Release
• Press Corner
• Training Schedule
• Upcoming Events

The Scottsdale Plaza Resort was the stunning setting for the Genesys 22nd Annual HRMS Conference, held September 8-11, 2002.

Workshops

Over 50 individuals took advantage of the educational opportunities available at this year's Pre-Conference Workshops. Undoubtedly, the most popular workshop was 'Hands-on Version 6.1 Training' which, due to overwhelming response, required the addition of a second session, held Sunday afternoon. This was a first in Conference history... a Pre-Conference Workshop that was so popular that it reached maximum capacity and necessitated the scheduling of another session! The remaining workshops -- Introduction to Genesys, GenTools: Tips and Techniques, and Building Web Pages -- were also well attended.

Keynote Speakers

John Cassis, our opening keynote speaker, who focused on the theme "The Game Has Changed," certainly lived up to his reputation as a motivational speaker. Mr. Cassis delighted the audience with a variety of anecdotes and personal experiences. It was easy to see why the Chicago Bears recruited John to be their pre-game inspirational speaker for more than a decade -- he certainly inspired conference attendees. Tuesday's luncheon keynote speaker was Russ Ruggia, of Microsoft, who provided details on Microsoft's .NET strategy. It was exciting to hear how this latest .NET technology will open up the lines of communication for both PC and mobile device clients.

Varied Sessions

This year's conference featured a total of 42 sessions, dispersed across three specialized tracks: Business, Technical, and Product & Service. In addition, 15 theater sessions included several presentations by Genesys partners. There are so many sessions, covering a variety of topics, that it's obvious why so many Genesys clients opt to send several representatives to conference. One person couldn't possibly gather all the information that's available.

Excellence Awards Winners

The Excellence Award is the highest honor presented to Genesys clients in recognition of their unique professional and personal contributions. We proudly salute the 2002 Excellence Award Winners for their contributions.

• John Taht, Georgetown University
  For his professional development, extensive knowledge of the Genesys system, and his contributions to both the Genesys User Group and the Georgetown University community.
  
  
• Christopher Tluczek, Clerk of the Circuit Court, Hillsborough County
  Thanks to Chris' technical knowledge and tireless efforts, the Clerk of the Circuit Court at Hillsborough now has a full suite of enhancements in progress, including WEBWorks, WEBServe and PeopleComeFirst.
  
  
• The Lands' End Team for PeopleComeFirst
  To the team of Tom Gloudeman, Pam Peterson, Jill Liegel, Mary Flaker, Robin Wendt, Diane Reuter, Peggy Perry, Arlen Forsch, Jean Burke, Corrina Mott, Deb Landon, and Sandi Grimm for successfully completing the beta test and rollout of the PeopleComeFirst Learning Management System.
  
  
• Ed Robledo, EMI Music, Inc.
  For his hands-on involvement in promoting both awareness and advancement of the Genesys application within EMI. Ed managed the migration of EMI to an NT processing environment and he managed the analysis of using Genesys as an HR solution throughout EMI.

2002 Excellence Award Winners, pictured left to right
John Taht, Georgetown University; Christopher Tluczek, Clerk of the Circuit Court, Hillsborough County; Larry Munini, Genesys; Deb Landon, Lands' End; Ed Robledo, EMI Music

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Year-end preparation can be quite involved, but by planning ahead, allocating resources, and staying on schedule, the year-end process can be performed smoothly. In addition, remember that Genesys is available to assist wherever needed. In an effort to help you prepare for year-end, this section addresses the following questions: When will the year-end release be issued?, When will year-end training be held?, Does Genesys produce year-end forms?, Will Genesys help its customers with their year-end processing?, and Can Genesys help its customers prepare for 2003? Please read on for details.

When will the year-end release be issued?

Below are the scheduled release dates for the remaining 2002 releases.

• November 29 - 4th Quarter Release
• November 29 - Deliver Year-End Subsystem
• December 6 - Federal and State Withholding
• December 13, 20 - Additional State Releases (as needed)
• December 6 - Canadian/CPP/QPP/UIC Release
• December 30 - Canadian Year-End Subsystem

When will year-end training be held?

This year, Genesys will optimize Web technology and present all year-end classes as web-based classes, hosted via e-Town Meetings. All classes will be held in November and each session is scheduled to begin at 2:00 PM, eastern time. Scheduled class dates are highlighted below. Please note that there are specific training dates for both software and outsourcing clients. To sign up, e-mail e-Town@genesysHCM.com. Please include the topic, date, and names of people attending.

• Software Training Dates
  • Tuesday, November 5th
  • Thursday, November 7th
  • Tuesday, November 12th
  • Wednesday, November 13th
  • Thursday, November 14th
  • Tuesday, November 19th
  • Wednesday, November 20th
  • Thursday, November 21st
• Outsourcing Training Dates
  • Wednesday, November 6th
  • Friday, November 8th

Does Genesys produce year-end forms?

Yes, Genesys offers two options when it comes to producing year-end forms: printed forms and online delivery of forms.

Printed Service

The Year End Services (YES) program provides laser printing and processing of W–2s, 1099s, and other year-end forms for organizations that need help with these time and resource consuming annual tasks. Genesys pledges punctual delivery of correct year-end payroll forms into employees' (and retirees') hands.

With YES, the experts at Genesys will:

• Produce and distribute W–2 and 1099 forms — affordably and on time
• Laser print all employees' forms, crisply and clearly, on self-mailers
• Accept easily formatted output files directly from your payroll system
• Mail these forms directly to employees and retirees or, if requested, return the forms to the employer for distribution

The Genesys YES program also offers a range of optional services, including:

• Hard copies and/or files on tape for any and all taxing authorities: federal IRS/SSA; state; and/or local
• IRS W–2C (corrected W–2) forms
• CD-ROM output, for easy storage/retrieval
• Special mail handling to ensure prompt delivery

All printing is done with laser technology, so all copies are 100% clear and legible — for both employees/pensioners and government regulators. All output is handled in the high-volume Genesys production facility, with utmost attention to privacy and security over confidential payroll information. Genesys attends to every production detail to ensure that printouts are always complete and correct (according to input), shipped on time, and delivered exactly as requested.

Online Delivery Service

Genesys makes online delivery of tax forms available through its self-service application, WEBServe. W–2s and other tax forms are produced in Adobe Acrobat PDF format, which can then be viewed from any desktop, via a browser. Naturally, all online delivery adheres to the strictest security.

Employees who utilize this WEBServe feature will appreciate the following benefits:

• Immediate delivery of W–2s eliminates wait time for mailed forms
• W–2s accessible at desktop
• View and print W–2s, W–2Cs, 1099s, etc.
• Eliminates lost or destroyed mailed forms
• Ability to print unlimited number of copies

Benefits to the organization include:

• Elimination of annual W–2 hassles
• Elimination of postage, forms, and manual labor expenses
• Elimination of rework and costs associated with incorrectly addressed forms
• Reduced/eliminated W–2 related phone support

Beginning with the upcoming tax season, all Genesys Outsourcing customers will also reap the rewards of online delivery of W–2s. Beginning this tax season, Genesys Outsourcing clients will receive their W–2s and their year-end reports, online, as well as on paper.

Will Genesys help its customers with their year-end processing?

Genesys Professional Services is pleased to offer the Year-end Processing Assistance Program - a program designed to help you alleviate end-of-year processing pressures. These services are of particular importance during that critical time period from November 2002 through February 2003 when you need to close out the old year and prepare for the new.

Our Genesys consultants can help you to produce your organization's W–2, 1099, and T4 forms, as well as assist with other year-end processing demands. In fact, we can take complete charge of producing your year-end forms and reports. This service will provide you with more time to focus on all those other year-end tasks that demand your attention. If you need assistance in applying releases, we can support you in this effort as well.

You can choose a 5, 10, 15 or 20 day package, depending upon the amount of assistance required. Whichever package you select, a Genesys consultant will be available during the agreed upon schedule to assist with your year-end processing tasks. The Genesys consultant can:

• Apply year-end subsystem changes
• Prepare test runs for printing W–2, 1099, and T4 forms
• Compare last year's processing requirements to current year's requirements
• Review data and perform other site-specific requirements
• Complete year-end testing
• Organize final year-end processing and assist with first of the year tax releases and payroll runs
• Process W–2, 1099, and T4 forms
• Assist with file creation for individual states
• Apply tax releases for 2003 processing

Can Genesys help its customers prepare for 2003?

By beginning your preparations now for 2003, you will greatly reduce the pressures at the end of the calendar year. Genesys is pleased to offer services designed to help you get ready for 2003. The 2003 Preparation Program will help make the transition to the new year a smooth one with the assistance of an expert Genesys consultant.

There are many ways in which our consultants can help you with special once-a-year activities. This service will free up your staff to concentrate on other areas of importance.

A Genesys consultant can assist you by reviewing any changes that need to be made and by executing those changes or adding new company benefits in any of the following areas:

• 401(k) and other defined contribution plan updates:
• Limit updates
• Accumulators
• Participation
• Reports
• Interfaces
• Tables

• Catch-up 50

• 529 Plan

• Flexible Spending Account updates:
• Clear previous year
• Accumulators
• Reports
• Interfaces
• Tables

• Update Benefits parameters:
• New enrollments
• Changes in enrollments
• Tables
• Reports
• Group term life

• Table File Maintenance:
• New locations
• New rates
• New limits
• Date changes

• Special Reports and/or File extracts:
• Any special programs or reports

Need Additional Information?

For more information on any of the programs listed above, please contact your Account Representative or send e-mail to solutions@genesysHCM.com and identify the program you're interested in.

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Introducing the "10th Player" Program for Genesys Clients

In baseball, each team can field only 9 players at a time. Wouldn't the major league teams love it if they could go to their bench for a 10th player at the bottom of the 9th with 2 out or when they need it most? With the Genesys "10th Player" Program, you get that extra boost for your team.

"10th Player" Program Services

Have you thought about getting assistance in applying new releases? Are your peak times making you piqued? Would an extra glove in the outfield be helpful on payroll processing days? If so, you'll be pleased to learn of a new service that supplies you the relief you need.

Coming out of the bullpen, the Genesys All Stars of the 10th Player Program are available to:

• Advise you on, and apply, the latest Genesys releases and FTCs
• Troubleshoot your interfaces to external systems, such as General Ledger
• Be available to assist your regular staff on payroll days and other peak times
• Act as a member of your HRIS staff for day-to-day needs

The 10th Player Program requires a minimum number of hours; however, the deployment of those hours is up to you:

• Occasionally throughout the year
• Each pay period
• Multiple-week or month-long engagements due to a particular staff shortage
• As your needs dictate

And, no travel and living expenses are required, as the 10th Player will assist you from his or her own dugout. The speed and availability of the Web make this possible and makes it an affordable solution for you.

Put your team in the World Series with the addition of a 10th Player from Genesys!

Contact your Genesys Account Representative for more information or a price quotation, or send e-mail to solutions@genesysHCM.com and tell us you want to learn more about the "10th Player Program".

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Genesys is pleased to announce the introduction of the Genesys Tax Filing Service, a comprehensive payroll tax filing service for all Genesys clients. All tax filing services will be processed at the Genesys data processing center, located in Methuen, MA, which features extensive security, backup, and redundant systems.

The Genesys Tax Filing Service supports all local, state, and federal tax jurisdictions within the United States and its territories. The service also handles school district taxes, occupational privilege taxes, and special assessments at the city and county levels.

The Genesys Tax Filing Service includes all facets of payroll tax processing, including:

• Collection and consolidation of tax data from all corporate locations.
• Deposit of federal, state, and local payroll taxes.
• Preparation and filing of all payroll tax returns.
• Ongoing legislative research to monitor changing tax regulations for local, state, and federal jurisdictions.

Costs for the service are determined by the number of tax jurisdictions, size of the payroll, and number of federal employer identification numbers (FEIN) used by the organization.

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The Genesys User Group community is a terrific venue for gathering information and for networking with other users of the Genesys product line. Listed below are the various regional User Group Chairs; please contact them with user group-related questions.

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Issuing Messages on Paychecks

Did you know that you can insert a 60-character message on employees' checks? This is a feature within your Payroll System and it's easy to use. It's also very convenient for broadcasting messages to any or all groups on payday. In fact, you can create up to five, 60-character messages, any one of which you can select for printing. For example, you could create the message, "Don't Forget Daylight Savings Ends Oct. 27" by following the instructions below.

1. On the Check Messages screen, in the Group Key field, enter the key for the group you are updating.
   
   
2. In the Message Number field, identify the number of the check message. There are up to five 2-part messages.
   
   
3. In the Text field, enter up to five 2-part messages. You can then select one message to print on participant checks. Each part of the message can contain up to 30 characters, for a total of 60 characters per message.

Note that even though messages are entered on the group record, actual printing is controlled at the participant-level by the check message field.

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 Predictable Costs with LMS Leasing

Mike Parent, Genesys Regional Sales Manager, was recently featured in Online Learning E-Reviews where he was asked about the costs associated with leasing a learning management system. Mike stated that leasing -- using a hosted service -- has the following benefits:

• Predictable costs. Monthly fees are based on quantifiable, predictable factors. Leasing means you can accurately budget application costs and do not have to worry about contingency costs, such as equipment failure.
  
  
• Faster implementation and less staff training. A hosted service means your company does not have to worry about any upfront infrastructure investments.
  
  
• Less impact on IT staff. Your IT department likely has more than it can do already. By using a hosting service, your company is not adding even more maintenance and support work to the IT to-do list.
  
  
• Security. Hosting services have redundant processing capabilities and industrial-strength firewalls and other security precautions. Most regular companies don't.

To learn about the Genesys learning management system, PeopleComeFirst Learning, please visit our Learning Management Page or email solutions@genesysHCM.com.

 Announcing Partnership with WageWorks

In July, Genesys formally announced its partnership with WageWorks. This partnership enables Genesys HRMS clients to take advantage of WageWorks' CommuteEssentials™ and FlexEssentials™ for efficient management of employees' pre-tax savings accounts for health, dependent care and transportation. Genesys is extremely pleased to have formed this business alliance with the professionals at WageWorks. [Full Story]

 Best Wishes to a Longtime Friend

We would like to take a moment to acknowledge a remarkable woman... Mary Pope, of Bank of Oklahoma. Mary has been an employee with BOK for many, many years and a Genesys user for most of that time. Through the years, Mary has been a staunch supporter of Genesys, a regular attendee at Conference, and a member of President's Council. Mary is retiring and we wish her many years of continued good health, happiness, and total relaxation! It was always a pleasure working with Mary and she will be missed.

At this year's conference, Mary shared with us a copy of a 1988 Genesys newsletter (yes, our newsletters have been around for THAT long!) that she's kept. Mary was pictured in that newsletter as an attendee to President's Council. Below you can see the "Then and Now" images of Mary and members of the Genesys Executive Team.

January 1988, President's Council
Pictured left to right: Mary Pope; Larry Munini; Bob Pomerleau

2002 Conference, Special Recognition Award
Pictured left to right: Larry Munini, Mary Pope, Bob Pomerleau

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As of October 2, 2002, the latest Genesys release is number 2002-11. This legislative release includes:

• State Withholding (Connecticut, Massachusetts)
• Local Tax Service (Pennsylvania)
• Tax Filing Interface (Tax Filing ID Company Update)
• NT Processing Update (xTAXINF.BAT, xQUARTLY.BAT, xYEAREND.BAT)
• Table File Update

Accessing Release Files and Documentation

Within the Customer Connection site is a list of all releases, as well as a list of the corresponding release documentation.

To view release-related information, follow these steps:

1. Access the Customer Connection site
2. Select the appropriate icon (Software Services, Outsourcing Services, GenExpress Services)
3. Provide a User Name and Password

To access the latest release, or prior releases, select release files.
To view the corresponding documentation, select release documentation.

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Customers in the News

• Christiana Care Health System selects PeopleComeFirst Learning for Enterprise-Wide Learning and Competency Management. The new learning and competency management system from Genesys brings centralization of learning management, simplification of JCAHO compliance, and improved competency management to major healthcare provider, Christiana Care Health System. This announcement appeared in a mid-August issue of e-Learning Alert and also on the Chief Learning Officer web site. [Full Story]
  
  
• Lands' End to Use PeopleComeFirst Solution for Learning Management. In May, HRWire.com profiled Lands' End and its commitment to providing self-service career development and e-learning to its employees. ASTD also ran the same story. [Full Story]
  
  

Genesys in the News

• Genesys Tax Filing Service. Genesys has been providing payroll services to the nations leading employees for over 20 years. Payroll services have been available via in-house licensed software, outsourced, hosted, and originally through service-bureau arrangements. With all this payroll processing experience, it's only natural that Genesys progress to offering a payroll Tax Filing Service as well. This newly launched service was announced in September in the Massachusetts publication, Mass High Tech, The Journal of New England Technology, the Minneapolis Star Tribune, boston.internet.com, and The Vendor Files. [Full Story]
  
  
• Graphic Ed Partnership. Genesys announced its partnership with Graphic Ed for e-learning courseware targeted to the healthcare market. Graphic Ed's extensive healthcare content library will be integrated with PeopleComeFirst Learning, the new learning and competency management system from Genesys. This announcement appeared in June on the Business Wire and in Learning Circuits. [Full Story]
  
  
• PeopleComeFirst Healthcare Learning Advantage. Genesys recently announced the availability of PeopleComeFirst Healthcare Learning Advantage. This specialized version of PeopleComeFirst Learning includes an extensive courseware library and a job description and competency database; tracks and maintains mandatory training and certifications; meets JCAHO and HIPAA training and documentation requirements, as well as those of other regulatory organizations; and addresses the ongoing learning needs of medical and business professionals within the healthcare enterprise. This story appeared in a mid-July issue of e-Learning Alert and in CLO Magazine. [Full Story]
  
  Mass High Tech took the announcement of PeopleComeFirst Healthcare Learning Advantage a few steps further and wrote their own feature story titled Genesys Generates an App for Health Care e-Learning, which appeared in their early-August edition. [Full Story]
  
  
• ProAct Alliance. The Genesys/ProAct alliance received a great deal of media coverage. The H I S Insider, Employee Benefit Plan Review, and Human Resource Executive all picked up this press release announcement. In addition, the July issue of IOMA's report on "Managing HR Information Systems" included coverage of this announcement in its HR Information System News section. [Full Story]
  
  
• Ruth Ladner Appointed COO. The June issue of Interface Tech News picked up the story of Ms. Ladner's recent promotion to COO. [Full Story]
  
  
• WageWorks Partnership. In early July, the Business Wire, Outsourcing Alert, ASP News, and the Minneapolis Star Tribune picked up the story of the Genesys/WageWorks partnership. [Full Story]
  
  

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To receive a complete, up-to-date Training Schedule, call the Training Coordinator at (978) 685-5400 x3027, send an e-mail to classreg@genesysHCM.com, or send a FAX to (520) 833-1169. Be sure to visit the Genesys Customer Connection site to view the Online Training Catalogue, which includes course titles and descriptions. (The Customer Connection site is a secure, customer-only area; a User ID and Password are required.)

Instructor-Led Courses

Below is a list of Instructor-Led Courses. All courses are held at the Genesys Corporate Training Center, Methuen, Massachusetts.

Students are urged to register early. Genesys reserves the right to cancel or reschedule classes if required attendance is not met. Genesys Education Services will confirm each offering within 21 days of the scheduled start date.

October 2002
Basic GenTools	8-10
Technical Seminar: Client/Server	16
Technical Seminar: Mainframe	17
ONESource	21-25
November 2002
Year-End Training	see e-Town Meeting Schedule online, at Customer Connection Site
December 2002
Basic Payroll System	3-5
Writing Online Reports	10-11
Writing Deferred Reports	12-13
January 2003
No classes scheduled
February 2003
Introduction to Genesys	10-11
Basic Payroll System	11-13
HealthCare HRMS	17-21
March 2003
Technical Seminar: Client/Server Systems	4
Technical Seminar: Mainframe	5
Basic GenTools	10-12
Writing OnLine Reports	18-19
Writing Deferred Reports	20-21
Build WEBWorks Pages	25-26
April 2003
Human Resource System	8
Human Resource Planning System	9
Flexible Benefits	10
Advanced Payroll System	15-16
Benefit Payments System	17-18
ONESource	21-25
May 2003
Advanced GenTools	1-2
Basic Payroll System	6-8
U.S. Tax Processing	9
June 2003
Basic GenTools	3-5
Writing Online Reports	10-11
Writing Deferred Reports	12-13
July 2003
HealthCare HRMS	14-18
Build WEBWorks Pages	22-23
August 2003
Introduction to Genesys	4
Basic Payroll System	5-7
U.S. Tax Processing	11
Human Resource System	12
Human Resource Planning System	13
Flexible Benefits	14
September 2003
Advanced GenTools	23-24
October 2003
Advanced Payroll System	1-2
Basic GenTools	7-90
Technical Seminar: Client/Server	15
Technical Seminar: Mainframe	16
ONESource	20-24
November 2003
Year-end Training	To Be Announced
December 2003
Basic Payroll System	2-4
Writing Online Reports	9-10
Writing Deferred Reports	11-12

For information about on-site classes, call your Account Manager at (978) 685-5400. Please keep in mind that classes can also be set up through your local User Group chapter. Training class enrollment forms can also be faxed to (520) 833-1169 or e-mailed to: classreg@genesysHCM.com.

Online Training Courses

You can access the Online Training Courses from within the Customer Connection Site at any time. Logon and take advantage of the following self-service topics:

• Adjustments
• Balancing Your Payroll
• Direct Deposit
• Hire a Person
• New Hire Reporting
• Online Check
• Payment History
• Processing Your Payroll
• Quick Query
• SearchAll
• Time Entry
• Transfers & Taxes

e-Town Meeting Schedule

e-Town Meetings are offered on a variety of Genesys-related topics. Be sure to visit the Customer Connection Site often to review the latest list of topics, dates and times. To sign up for any e-Town Meeting, e-mail to: e-Town@genesysHCM.com. Please include the topic, date, and names of people attending.

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Genesys is pleased to be participating at the following conferences and trade events. We welcome you to visit us at any of them.

Date	Event	Location
October 2-4	NEHRA 2002	Uncasville, CT
October 27-30	TechLearn 2002, The Masie Group	Orlando, FL
November 4-7	Performance 2002	Miami, FL

To view additional information about all upcoming events, visit the Genesys Events Page. The event listing provides you with links to the various sponsoring organizations. You are encouraged to visit these sites to learn more about each event.

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