Abstract: The present approach relates to systems and methods for tracking a plurality of client actions within a portal running on a client instance and generating an analytics report that includes analytics information indicative of the tracked plurality of user actions and other events. The present approach includes receiving a user criteria specifying a web service integratable with an analytics package. The present approach further includes integrating the analytics package with the specified web service to leverage functionality of the specified web service, such as tracking functionality, to enhance tracking efficiency by causing the analytics package to selectively import analytics information from the web service. Furthermore, the present approach includes generating an analytics report that includes the analytics report may include analytics information indicative of user actions tracked by the analytics package or other analytics information imported from the web service by the analytics package.

Abstract: The present approach relates to providing targeted content to a user (e.g., employee) of an enterprise. In certain implementations, the present techniques involve receiving filter data (e.g., data identifying an employee) from a user and providing content in the form of knowledge blocks to a user based on metadata of the knowledge blocks that is associated with the filter data. In other implementations, the present techniques involve receiving trigger data (e.g., data of an employee satisfying a condition) and providing a set of activities (e.g., social activities or work related) to a user based on the trigger data.

Abstract: The present approach relates to independently tracking individual progress of campaign-related activities part of a campaign respectively associated with a plurality of individuals. Embodiments disclosed herein include marking as complete a campaign-related activity in response to completion of the campaign-related activity by a first set of individuals, marking as incomplete an outstanding campaign-related activity in response to determining that a second set of individuals has not engaged with or completed the outstanding campaign-related activity, and then assigning subsequent campaign-related content to the individual based on whether the campaign-related activity was completed or not. For example, the second set of individuals who have not completed the campaign-related activity may each be sent a reminder notification, such as an email reminder, while the first set of individuals who have completed the campaign-related activity may receive a subsequent campaign-related content for completion.

Abstract: The present approach relates to systems and methods for tracking a plurality of client actions within a portal running on a client instance and generating an analytics report that includes analytics information indicative of the tracked plurality of user actions and other events. The present approach includes receiving a user criteria specifying a web service integratable with an analytics package. The present approach further includes integrating the analytics package with the specified web service to leverage functionality of the specified web service, such as tracking functionality, to enhance tracking efficiency by causing the analytics package to selectively import analytics information from the web service. Furthermore, the present approach includes generating an analytics report that includes The analytics report may include analytics information indicative of user actions tracked by the analytics package or other analytics information imported from the web service by the analytics package.

Abstract: The present approach relates to providing targeted content to a user (e.g., employee) of an enterprise. In certain implementations, the present techniques involve receiving filter data (e.g., data identifying an employee) from a user and providing content in the form of knowledge blocks to a user based on metadata of the knowledge blocks that is associated with the filter data. In other implementations, the present techniques involve receiving trigger data (e.g., data of an employee satisfying a condition) and providing a set of activities (e.g., social activities or work related) to a user based on the trigger data.

Abstract: The present approach relates to providing targeted content to a user (e.g., employee) of an enterprise. In certain implementations, the present techniques involve receiving filter data (e.g., data identifying an employee) from a user and providing content in the form of knowledge blocks to a user based on metadata of the knowledge blocks that is associated with the filter data. In other implementations, the present techniques involve receiving trigger data (e.g., data of an employee satisfying a condition) and providing a set of activities (e.g., social activities or work related) to a user based on the trigger data.

Abstract: A method for managing a shift schedule, involving obtaining employee data for employees, a payroll constraint for a time period, and an employer requirement for the shift schedule, and collecting an employee availability schedule from each employee. The method further involves generating shift schedules based on the payroll constraint, employee data, employer requirement, and employee availability schedules, determining a payroll budget associated with each shift schedule, ranking the shift schedules based on the payroll budget to obtain a ranked list of shift schedules, and presenting the ranked list of shift schedules to an employer.

Abstract: The invention relates to a method for payroll notification. The method steps include obtaining, by a processor, a payroll rule comprising a message and a condition requiring a payroll dollar amount, obtaining, by the processor, the payroll dollar amount from a first paystub having a first gross pay and a first net pay for an employee evaluating, by the processor, the condition of the payroll rule, where the first gross pay equals a second gross pay on a second paystub having a second net pay for the employee, and outputting, by the processor and in response to the condition being satisfied, the message of the payroll rule onto the first paystub explaining a non-zero difference between the first net pay and the second net pay.

Abstract: The invention relates to a method for processing a payroll. The method steps include obtaining a compliance rule of a tax agency regarding the payroll, obtaining an update of a payroll parameter from a financial management application (FMA), analyzing the update of the payroll parameter based on the compliance rule of the tax agency to detect a schedule changing event, adjusting the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency, submitting the adjusted payment schedule of the tax agency and an amount of the payment to the tax agency to a user for approval, accessing a payroll tax paying website of the tax agency, and making the payment to the tax agency using the payroll tax paying website in response to receiving the approval from the user.

Abstract: A method for providing payroll information for a worker of an employer. The method includes obtaining, from the worker, an earnings item for a portion of a payroll period, adding the earnings item to a payroll account of the worker, updating a balance of the payroll account using the earnings item to obtain an updated balance, and calculating a compensation amount for the worker prior to processing payroll of the employer. The compensation amount is calculated using the updated balance. The method further includes displaying the updated balance and the compensation amount for the payroll period prior to processing payroll of the employer.

Abstract: The invention relates to a method for analyzing an investment in a rental property. The method steps include obtaining identification information of the rental property, wherein identification information identifies the rental property to an information source, submitting a request to the information source based on identification information, receiving property information from the information source based on the request, obtaining an investment parameter from an investor of the investment in the rental property, analyzing the investment in the rental property based on the investment parameter and property information to generate an analysis result, adjusting the investment parameter to optimize the analysis result resulting in an optimized analysis result, and generating a report based on the optimized analysis result.

Abstract: A method for managing financial accounts, comprising obtaining a data item, a first account, and a second account, generating a plurality of change requests comprising the data item, sending the one of the plurality of change requests to a first financial institution managing the first account, wherein the data item is used by the first financial institution to update the first financial account, sending one of the plurality of change requests to a second financial institution managing the second account, wherein the data item is used by the second financial institution to update the second financial account, receiving a plurality of notifications associated with a status of the first account and a status of the second account, and reporting the plurality of notifications.

Abstract: A method for transferring funds, comprising defining a savings parameter associated with a first financial account and a second financial account, wherein the savings parameter adjusts over time based on the funds available in the first financial account and the second financial account, performing a transfer of funds from the first financial account to the second financial account for a transfer amount determined by the savings parameter, and displaying a progress report based on the transfer of funds.