Fully Integrated Software Platform
With TAG you have access to a cutting edge software packages that is customizable for any application. TAG Back Office (TAGBoss) is the self-developed software platform that powers TAG's ASO business. Besides offering a superior Payroll/HR system, TAGBoss provides a fully integrated insurance, TPA and payment/reconciliation systems.
All systems (Payroll, Benefits, HR, Workers' Compensation, Workflow, ASO Quoting, Invoicing, 401K...) are fully integrated with each other.
TAGBoss is a highly data-driven system built on a .net platform and is 100% web based. TAGBoss is unique in that every single field in the system (eg. pay rates, earnings, deductions, benefits...) has the following characteristics:
- Can be calculated based on user defined functions
- Can be set up, inherited, or overridden at a global, service bureau, parent, client, paygroup, department, employment type, months of service, employee or payroll level.
- Tracks every change date and user and supports future date changes
- Can trigger complex workflows
Payroll
- Register Prior to Payroll and Invoice Prior to Payroll - Perfect Payroll Every Time
- Check Messaging
- Employee specific reminder pop-ups
- Unlimited earnings, deductions, taxes, direct deposits, and billing items
- Target amounts for Current, Month, Quarter, Annual, Lifetime and Fiscal periods
- Customizable calculations
- Missed deductions can go into arrears for future payrolls
- Child support limitations, GTL rules, tax lien rules, tip minimum wage, prevailing & fringe wage
- Net-To-Gross
- W2, 1099-Misc, 1099R, and K1 reporting
- Error checking (missed deductions, unpaid employees, excessive hours...)
- Tax calculation and filing for all 50 states with reciprocation rules
- General Ledger
- Certified Payroll
- Client Self-Service ...print "emergency" checks directly at client location
- Employee Self-Service
Human Resources (HRIS)
- HR Manuals
- History tracking (pay rates, addresses, etc...)
- PTO (transaction based)
- Calendar or Anniversary
- Per pay period, month, quarterly, annual or Percent of Hourly
- Seniority and employment type
- Frozen hours for probation
- Web PTO requests with manger approval
- Applicant & Recruitment Tracking
- Event Tracking (Leave of absence, FMLA, Performance Review, Training...)
- Asset (pagers, keys, laptops...) and loan tracking
- Compliance Tracking (I9, eVerify, EEOC)
Workflow
- Track each step of employee hire & insurance enrollment
- Termination and change in benefits auto-submitted to carrier
- Client service issues & tax or carrier notices are monitored each step of the way
- Tracking / Auditing of all changes
- User defined workflow triggers (eg. employee termination, pay rate change...)
- Email notification to client and employees
Benefits
- Benefits calculate client cost, employee deductions, and carrier bill no matter how complex the
- Age/gender tables
- Benefit volume (life, disability...)
- Employer contribution formula (percent, dollar, global allowances)
- Employment type and seniority
- Benefit election history
- Eligibility calculated
- COBRA (Initial notices, Qualifying event notices, Payment tracking, 941 credit)
Customized Benefit Design
- Customized Plan design - decrease insurance costs while increasing employee benefits
- Claims comparison to current plan design
- Plans funded right on a TAG visa card
- HSA, HRA, Section 125 (FSA/Unreimbursed medical), dependant care, Mileage & ToolPay
- Online access to participant claims and balances
Workers Comp and P&C Insurance
- Premium calculation & reconciliation
- Claims tracking
- OSHA logs
- Proof of Coverage Certificates (ACORD certificates)
401k
- Customized Plan design - significantly increase amounts owners can defer
- Complex formulas (SafeHarbor, Cross-Testing, Loan Amortization...)
- Fund trades & settlement
- Compliance testing and 5500s
- Online access to participant information (investment elections, fund performance, balances...)
Accounting
- Client liabilities (Taxes, garnishments, workers comp, benefits...) are automatically paid & reconciled
- Rejected ACHs
- Checks not cashed within a certain period of time
- Checks cashed for incorrect amount(or cashed for incorrect amount) checks can be automatically resubmitted for payment without human intervention
- Insurance carrier bills & credits are reconciled
- Hold off on paying bills until "good funds"are collected from client
- Credit limit for clients
- Profitability analysis on a client and product level
- Full service bureau GL
Quoting
Examine PEO, Payroll or In-House client costs to maximize savings projections
Integrated quoting of gross, taxes, benefits, workers comp, and admin
Medical underwriting capabilities
Multiple options
Comparison vs. standalone quote
Percent vs. Flat Dollar for Admin and Benefits
Invoicing
Fully customizable invoice
Percent or Flat Dollar charges for Admin and Benefits
Comparison to actual Service Bureau costs to ensure profitability
Invoice as a payroll company (net +) or a PEO (gross +)
Invoice adjustments can be made during payroll entry
Generate sub-invoices for clients of staffing, PEO or management companies
Breakout of invoice by location/department/job/task/employee
General Ledger calculation and export
OK, enough of the technical stuff. Basically, you get access to an advanced system that does it all. Because our software platform is custom developed by us, we can customize it for you.