Description of Services. The Company shall perform the following Services subject to Rippling applications and features available to The Client’s active subscriptions:

2. Implementation

A. General Information.

1. Definitions
   
   1. HCM Platform - The all in one solution of the Client’s choice in which the Company is assisting with implementation.
   2. Phases - This implementation will consist of four phases. Each phase will have a distinct sign off before moving on to the next phase. Each phase has a unique purpose, timeline and scope of tasks for both The Company and The Client to complete. 
   3. Project Team - This refers to The Client stakeholders who are regularly involved in the implementation and considered decision makers for the majority of the scope of the implementation. These are the only stakeholders at The Client to be trained by The Company unless noted in the SOW. 
   4. Executive Sponsor - The highest ranking member of the Project Team with ultimate responsibility and decision making authority for The Client
   5. First Check Date - The first date in which paychecks are delivered to employees. 
2. Translations/Language of Configuration
   
   1. The Company will configure, train and conduct all communication only in American English. 
   2. The Company will not translate any application, report, or use any type of language other than American English. Any use of translations will be completed by The Client. 
3. Phases
   
   1. Discovery
      
      1. This is the beginning of the implementation and lasts no longer than 3 weeks of time unless deemed an emergency or due to preplanned and agreed upon time off from either party. During this time period, The Client will provide all the details needed for configuration of the HCM Platform. If any time off is approved, both parties will agree to an amended timeline for deliverables before the time off start date. 
   2. Configuration
      
      1. In this phase, The Company will handle the majority of the platform configuration and data imports. 
      2. If configuration is needed to be redone or rescoped due to misleading, neglected or untold details, this scope will be completed on an hourly basis.
   3. Training
      
      1. In this phase The Company will assist with training the Project Team with understanding the configuration as it’s been configured.
      2. At least one member of the Project Team must be in attendance to a training session. 
      3. Prior to entering this phase, The Client agrees to and is responsible for completing all HCM Vendor training assigned to them. This is considered a prerequisite to entering the phase and taking part in The Company’s training sessions.
      4. The following Training sessions will be conducted dependent on the applicable in scope products of the SOW Implementation Scope. If The Company is not scoped to implement the product in this SOW, any training or implementation work will be billed on an hourly basis
         
         1. Platform & Miscellaneous
            
            1. Conduct 1 hour(s) of training on the value and information held within the Company Details and Company Settings sections of Rippling. 
            2. Conduct 1 hour(s) of training on how to create and/or edit Time Off Policies. This joint training session is delivered to Time Off Admins. 
            3. Conduct a 1 hour(s) training on how to build custom reports, leverage recipes, Data manager and overall benefits of Formulas
         2. HR Core Cloud
            
            1. Conduct 1 hour(s) of training to learn how to process payroll within Rippling. This joint training session is delivered to Payroll Admins. 
            2. Conduct 1 hour(s) of joint training to learn how to create and edit Time policies,This joint training session is delivered to Time & Attendance Admins.
            3. Conduct 1 hour of joint training to  review Timecards and edit alerts within Rippling. This joint training session is delivered to Time & Attendance Admins. 
            4. Conduct 0.5 hour(s) of training Contractor Hub (if Spend Management/Contractor Hub Product is not purchased)
            5. Conduct 1 hour(s) of training on how to handle COBRA enrollment and payments, along with a proactive overview of the annual 1094 an and 1095 form filing process.
            6. 1 hour(s) of training on how to create and/or edit Insurance Applications (Medical, Dental, Vision, and Insurance applications within Rippling). This joint training session is delivered to Insurance Admins. 
            7. 1 hour(s) of training on how to assist employees with Q&A related to their flex benefit plans and contributions.
            8. Conduct up to 1 hour of training pertaining to Schedules and the Scheduling product. 
         3. Talent Cloud
            
            1. LMS - Conduct a 0.5 hour(s) of training on how to track course completion progress and manage courses ongoing. 
            2. Conduct a 0.5 hour(s) of training on how to create and/or edit Surveys. This joint training session is delivered to Survey Admins.
            3. Conduct 1 hour(s) of training on how to use the Recruiting application and how to edit settings and templates that have been configured. This joint training session is delivered to Recruiting Admins. 
            4. Conduct a 1 hour training session on how to use the Headcount Planning product, request headcount, and the insights within the product.
            5. Conduct a 1 hour training on Review Cycles and the configuration that has been configured. 
         4. Spend Management Cloud
            
            1. Conduct 0.5 hour(s) of training on Bill Pay
            2. Conduct 0.5 hour(s) of training Expense Management
            3. Conduct 0.5 hour(s) of training on Contractor Hub pertaining to Spend Management. 
         5. IT Cloud
            
            1. Conduct one 0.5 hour of training on how to use the Security application and how to edit settings which have been configured. This joint training session is delivered to Security/IT & Super Admins.
   4. Go Live
      a
      
      1. Hypercare
         
         1. This portion of the Go Live phase will last 2 weeks and The Company resources will only be available for 3 hours per week. The start date of Hypercare will be defined as the day after the first payroll cycle is processed. This is also called the First Check Date
4. The Company will:
   
   1. Align a Primary Contact for The Client to reach out to. In addition, based on the products in scope, The company may also assign the following roles:
      
      1. One Implementation Consultant
      2. One Data Consultant
   2. Record all meetings for deliverable reviews, training purposes and review of quality delivery. The Client can request for a meeting to be not recorded in which The Company may accept at their discretion. In this event, it is at the risk of The Client for deliverable review and quality of completion of tasks. The Client agrees they cannot challenge the quality of the delivery or ask for discounts on services or reimbursements for tasks requested on unrecorded meetings.
   3. Use proprietary and public tools as needed, including AI, to help tasks such as but not limited to expediting processes, delivery and research.
   4. Only be responsible for actions within 1 Rippling environment pertaining to the following entities:
      
      1. Any entity that is acquired during the implementation timeline will only be worked on as separate tasks and on an hourly basis unless there is a Change Order signed by both parties.
5. The Client will:
   
   1. Be responsible for terminating The Company's access to all systems granted during the partnership upon termination of the agreement.
6. The Client will not:
   
   1. Approach, poach or hire AYP resources staffed or unstaffed on their project without written consent from AYP Partners 30 calendar days before the first approach of the resource. Should the resource choose to work for any entity by The Client, payment of 30% of On Target Earnings for the first year of employment should be sent to The Company before the start date of the resource.
      
      1. Communication with The Client’s Stakeholders and Employee’s
         
         1. The Company will:
            
            1. Only interact with the Client’s project team. Communications to and from The Client’s employee’s not part of the project team will be billed on an hourly basis. These interactions could look like but not limited to product and process training, onsite help desks, creating step by step guides for employees or managers.
            2. Assist in drafting communications to internal stakeholders at The Client. 
         2. The Company will not:
            
            1. Deliver or sign communications to internal stakeholders at The Client. 
            2. Train employees that are not prescribed administrators for product training included in the project scope. 
7. Miscellaneous
   
   1. The scope in this SOW is dependent upon the capabilities withinThe Client’s subscription with their choice of HCM Vendor. Some scope may not be applicable or possible due to product limitations. If the Client would like to include scope that is not available due to product limitations at their subscription tier, they must upgrade their subscription with the vendor prior to the completion of the Discovery Phase. 
      
      1. Products added to The Client’s  subscription after the Discovery Phase ends may not be implemented on the same timeline and will be implemented on an hourly basis. Invoices would be sent months for this work.
      2. Products purchased after their original subscription contract may or may not need a Change Order and will be discussed between Executive Sponsors from each party. In most cases, the additional scope will be actioned and implemented on an hourly basis. 
   2. The Company will deliver a hands-on implementation including product configuration, data imports and training in 4 Phases; Discovery, Configuration, Training/UAT, Go Live. For all products, sign off of configuration and deployment decisions will be obtained by the customer via email. Sign off is required to be completed within 7 Calendar Days (Sunday-Saturday) from The Client. If Sign off is not completed after the end of the 7th Calendar Day, The Company will consider the deliverable complete and signed off. If deployment is decided to be before the first payroll run, The Company will own deployment. If deployment is on or after the first payroll run, The client will own deployment. Any scope not signed off by the date of expiration within the Implementation scope, it will be assumed that the scope is completed, signed off and The Client is taking full ownership for the configuration. The deliverables per product are listed below.

B. Imports

1. The Client and The Company will agree during the project kick off meeting(s) when the Client must give access to the legacy HCM and Payroll system(s). If this access is granted on or before this date, The Company will assist in exporting, reformatting and importing data into the new HCM and payroll system. If the access is granted after the due date or not granted to the Company, the client must export and reformat all data in the correct formats before delivering to The Company for import. The Client recognizes that The Company may not be an expert in their legacy system or configuration for the legacy system and may need assistance finding information or exporting data. The following imports and their respective scopes are listed below. Any imports not in scope will be billed hourly based on the rates in Advisory Services or Hourly Services sections of this agreement. Any imports that need to be redone due to incomplete or bad data will be billed hourly as well. The following imports are in scope of the implementation: 
   
   1. Up to 10,000 rows of data for the HR Historical Import. 
   2. YTD payroll imports (if the legacy payroll system is one of trusted providers by Rippling (i.e UKG, ADP, etc).
   3. Custom fields up to 10 custom fields for active workers and terminations of the current calendar year. 
   4. 1 Census import Per country (Active workers and terminations from the current calendar year only) 
   5. Active Job Requisitions Import (all Job requisitions must be opened within the last 6 months) 
   6. Active Candidates Import (all candidates must have applied within the last 6 months) 
   7. Time Off Balance Import. This import is a singular point in time import during the implementation. The effective date is to be determined and agreed upon during the Discovery Phase.
   8. Benefit Deduction Import 
   9. Current open positions for current Fiscal Year’s Headcount Plan. 
   10. Existing asset data from a Client-provided CSV (must meet Company's formatting template).
2. The following are examples of imports which are out of scope for the implementation package. These examples and others which are out of scope are to be completed and billed on an hourly basis per the Hourly Services or Advisory Services rates. While these imports can be considered important, they are not critical to the implementation and its go live: 
   
   1. Payroll history imports 
   2. YTD payroll imports (if legacy payroll system is not a trusted provider of Rippling’s discretion)
   3. Document File imports 
   4. Closed Job Requisition Import 
   5. Dispositioned Candidates Import and any data not allowed on the Active Candidate or Active Job Requisition Imports pertaining to the Recruiting implementation. 
   6. Time off history import (if supported by platform). This does not include future dated Time Off Requests. 
   7. Performance Management or Performance Cycle Imports 
   8. Dual Maintenance post Census Import

C. Rippling Platform

1. The Company will: 
   
   1. Configure up the entity setup and information required for all entities listed in this SOW.
   2. Support The Client’s IT Admin with  up to 1 Work Domain setup. 
   3. Configure all work locations
   4. Configure up to 20 Departments or sub-departments. 
   5. Configure up to 3 Job Dimensions with 30 total underlying Job Codes. 
   6. Configure up to 4 Business Partners Groups (Finance, HR, IT, and Recruiting). 
   7. Configure up to 2 custom Employment Types. 
   8. Configure up to 5 custom Termination Reasons. 
   9. Configure exceptions within the Info Collected Section of Company Settings for delivered fields.
   10. Configure up to 3 approval policies, 5 workflows, 3 Reports. 
   11. Assist in configuration to 3 custom permission profiles not included as system defaults. 
   12. Assist in the Installation and configure 3 applications which are not covered in Rippling’s App Management package with the Client’s IT or Project team.
   13. Configure up to 10 Document Templates and 10 Document Rules. 
   14. Configure up to 3 Vacation Policies, 1 Work From Home Policy, 1 Jury Duty Policy, 1 Unpaid Time Off Policy, 1 Holiday Policy, 1 Work Hour Policy, 1 Weekend Policy due before the payment of The Client’s first payroll on Rippling. 
   15. Configure up to 20 Levels and up to 5 Level Tracks. 
   16. Configure up to 20 Job Families. 
   17. Configure up to 100 Compensation Bands. 
   18. 1 hour(s) of training on how to create and/or edit Levels, Job Families and Compensation Bands. This joint training session is delivered to Compensation Band Admins. 
2. The Company will not:
   
   1. Get data from the legacy system for census.  
   2. Make any configuration changes to Geographic Pay Differentials. If this is necessary, The Client will be required to change this. 

D. Payroll/Global Payroll

1. The Company will do this for each entity in scope and as applicable to your HCM subscription unless noted otherwise: 
   
   1. Install the Rippling payroll module for all entities in scope. 
   2. Partner in communication with the Rippling Payroll Import team for current tax year data import and discrepancies. 
   3.  Meet with The Client to process their first payroll run and future payroll runs as described during Hypercare (see Phase 1, section 2). 
   4. Share documentation of payroll policies for hiring, mid pay period changes, corrections, terminations, and severance runs. 
   5. Review missing company information such as tax details and employee bank account information. 
   6. Review Rippling pre-built Payroll Reports. 
   7. Configure up to 4 Pay schedules. 
   8. Plan for the First Check Date in which the first entity is running payroll:
   9. If The Client decides to move the First Check Date and the change conflicts with the timeline of Hypercare and/or is more than 15 calendar days later than the planned First Check Date, The Client will be invoiced $5,000 USD per calendar month in addition to service costs applicable to the Change Order to rescope the timeline of the implementation. 
   10. The first entity's payrun is a significant milestone in terms of go live and hypercare which is why it is distinguished and used as a pivotal point in the timeline. 
   11. Assist in configuration of hourly time tracking and fixed pay contractors
   12. Configure US State or Local tax registration information. This data must be delivered to The Company in requested format. Any time reformatting and collecting data will be invoiced based on the hourly rate of The Company’s resources available. 
   13. Assist with the Installation of one preferred 401K provider application, whether 180 or 360, of The Client’s choosing.
   14. Manually fund the 401K while in the integration testing period. The Company will only perform this action through the end of Hypercare.
   15. The Company will not complete or engage on  the integration testing phase which can last 3-4 pay periods past your first check date with Rippling.
2. The Company will not: 
   
   1. Enter employee data such as W-4s, bank account details or state tax forms in order for payroll to be run. 
3. The Company will only do on an hourly basis:
   
   1. Configure General Ledger integration.

E. Time & Attendance

1. The Company will: 
   
   1. Configure 1 Default Time Policy, 2 custom time policies, 1 Alert Trigger, 1 Custom Break Policy, 1 Custom Overtime Policy, 1 Custom Payment Policy. 

F. Scheduling

1. The Company will: 
   
   1. Configure up to 5 work schedules 

G. Benefits Administration

1. The Company will: 
   
   1. Configure The Client sponsored group benefit plans including - Medical Plans, Dental Plans, Vision Plans, Basic Life & ADD, Short Term Disability Plans, Long Term Disability Plans, Voluntary Life & ADD, Accident, Critical Illness, and Hospital Indemnity plans. 
   2. Import of employee and dependent benefit elections for all plans mentioned above if The Client provides the data in Rippling’s import format. 
   3. Assist with pushing deductions from Rippling’s Benefits product to Payroll application 
2. The Company will not: 
   
   1. Import employee and dependent benefit elections for all plans mentioned above if The Client provides the data outside of Rippling’s import format. The Company will additionally not manipulate the data on the customer’s behalf.
   2. EDI feeds are not included as the scope of eDI feeds is work after the conclusion of the project. Customers who need support here must purchase The Company’s Advisory Services.

H. Flex Benefits

1. The Company Will: 
   
   1. Configure the Commuter Benefits app, HSA app and FSA app. 
   2. Import of employee election and balance data for FSA and/or Commuter providers to Rippling FSA and Commuter products if The Client provides the data in Rippling’s import format.
   3. Note: Employees must initiate their own transfer for HSA funds. Neither AYP nor Rippling will do this on a customers’ behalf.
   4. Employees must opt into HSA and Commuter benefits in Rippling. Neither AYP nor Rippling will do this on a customers’ behalf. 
2.  The Company will not: 
   
   1. Initiate employee transfers of HSA funds. 
   2. Opt into or elect HSA, FSA or Commuter benefit plans.

I. COBRA & ACA

1. The Company will: 
   
   1. Configure Rippling’s COBRA app and ACA hours tracking if applicable. 
   2. 1094 and 1095 form filing can only be done in January. This is not included in implementation but can be sold as a separate standalone project picked back up in January of the following year(s) on your HCM Platform. 
   3. Import of data from previous COBRA providers to Rippling COBRA in the event The Client provides the data in The Company’s file format. 
2. The Client Will:
   
   1. Provide the information from previous COBRA providers in The Company’s provided file format.

J. Learning Mangement

1. The Company will: 
   
   1. Configure up to 5 courses offered through the Rippling course library or custom courses from the client/GO1 library’s:
   2. Rippling Library Course - Add a pre-built course from one of the Rippling catalogs. The US course catalog includes more than 20 options targeted at US-based employees on popular subjects such as compliance, information security, and inclusion. The Global course catalog includes courses covering everything from global security in 10+ languages to country-specific sexual harassment training. 
   3. GO1 Course - Purchase a course from our partner, Go1, and pull the course directly in Rippling with our seamless integration. 
   4. Custom Course - Add a course you've built or purchased separately by uploading an e-learning SCORM package.
2. The Company will not: 
   
   1. Create custom SCORM files on your behalf unless otherwise negotiated in your implementation contract. 

K. Surveys

1. The Company will: 
   
   1. Configure up to 2 Surveys within Rippling. The maximum question count per survey is 20.

L. Recruiting

1. The Company will: 
   
   1. Configure the Settings and Templates and Defaults section of the Recruiting applications. 
   2. Configure 1 custom email template. 
   3. Configure 1 pipeline. 
   4. Configure 1 custom questionnaire
   5. Configure 1 Candidate Survey
   6. Configure no more than 2 custom Email Templates per section.
   7. Configure 1 Feedback Form
   8. Configure 1 Internal Job Board and 1 Public Job Board.
2. The Company will not: 
   
   1. Activate or turn on The Client Job Board(s). 
   2. Import active job requisitions, candidates or resumes on behalf of The Client. 
   3. Import historical recruiting data for prior years.

M. Headcount Planning

1. The Company will: 
   
   1. Configure Permissions

N. Performance Management

1. The Company will: 
   
   1. Configure up to 1 Performance Review (Milestone or Performance) up to 50 total questions across all review types (self review, peer review, downward review, upward review, etc). 
2. The Company will not: 
   
   1. Conduct Performance Reviews. 
   2. Setup custom reporting for Performance Reviews. 
   3. Create additional workflows outside of the “Platform” scope due to the coupling of the Performance application. Any workflows created to support the Performance application will be considered part of “Platform” product scope. 

O. E-verify Integration

1. The Company will: 
   
   1. Send documentation to assist with the installation and configuration by The Client. 
2. The Company will not: 
   
   1. Configure the integration as it cannot be installed by The Company.

P. Identity Provider Connector

1. In each of these section, the implementation will be in tandem with the IT representative from The Client as there are tasks which require The Client to setup configuration. 
2. If you use Azure
   
   1. The Company will :
      
      1. Assist with integration of the Azure application with Rippling. 
      2. Assist with the Map attributes for push of data from Rippling to Azure. 
      3. Assist with the configuration of the Azure IDP process. 
3. If you Use Okta
   
   1. The Company will: 
      
      1. Assist with integration of the Okta application with Rippling. 
      2. Map attributes for push of data from Rippling to Okta. 
      3. Configure the Okta IDP process. 
4. If you purchased Rippling’s App Mgmt
   
   1. Assist with integration installation and configure 3 applications in which the Application Management, Azure Full Connector or Okta integrator package is required, including group and attribute management. 

Q. Device & Inventory Management

1. The Company Will:: 
   
   1. Setup Apple Business Manager (ABM) and/or Windows Autopilot integration.
   2. Configure disk encryption (FileVault/BitLocker), password complexity requirements, and auto-lock timers.
   3. Configure and deploy of up to 3 standard software packages (e.g., Browsers, Communication tools, Security agents).
   4. Configure for automated OS update schedules to ensure fleet compliance.
   5. Configure for remote lock, wipe, and bypass code protocols for lost or stolen devices.
   6. Configure Rippling’s "Device Warehouse" settings for automated recovery, storage, and redeployment of assets.
   7. Create up to 5  custom inventory fields for non-connected assets (e.g., monitors, peripherals, office furniture).
   8. Set parameters for automated device retirement and buyback/recycling programs.
2. The Company Will Not:
   
   1. Provide physical hardware repair or troubleshooting for hardware failures.
   2. Manage legacy devices that do not support MDM enrollment (e.g., devices older than 2015).
   3. Perform manual, one-off software installations on individual machines outside of the MDM agent.
   4. Perform physical on-site audits or "floor walks" to identify equipment.
   5. Manually clean or organize messy data within the Client's legacy spreadsheets.
3. The Client Will: 
   
   1. Provide Admin access to Apple Business Manager or Microsoft Azure/Intune portals.
   2. Ensure all new hardware is purchased through authorized DEP/Autopilot-enabled resellers.
   3. Provide a knowledgeable resource for internal processes and protocols to assist in a successful implementation.
   4. Provide a "clean" CSV of all current inventory with unique identifiers (Serial Numbers/Asset Tags)

R. Spend Management

1. The Company will assist with the scope of the following based on the products purchased within Spend Management (Expenses, Bill Pay, Spend): 
   
   1. Installation of the Contractor Hub App. 
   2. Configuration of Invoice Policy and 2 approval policies
   3. Configure 5 expense policies. 
   4. Configure all Mileage Rates for countries in scope. 
   5. Configure a delegation policy. 
   6. Upload 5 scheduled bills.

S. Reporting

1. The Company will: 
   
   1. Configure up to 3 reports based on the customer’s requirements as outlined in the Rippling Platform scope.

T. Change Management

1. The Company will provide 1 process map for the following business processes if they are applicable to the Client's platform subscription and implementation scope: Onboarding, Performance Cycle Design, Performance Cycle Training & Execution, Performance Cycle, Payroll Process, Offboarding. 
2. The Client is allowed one onsite at the cost of only logistics and other expenses per The Company’s Travel policy. Any additional onsites are also subject to hourly rate billing for time spent onsite and preparing for the onsite. 
3. Any delay of the first Rippling check date will incur a $5000 fee paid to The Company and the new date must be agreed to by both parties in writing.

U. Testing

1.  The Company will: 
   
   1. Fix configuration which has a documented “failed” status test scenario which does not have a change or alteration to the requirements originally gathered. 
   2. The Company will not: 
   3. Own, execute or create Test Scenarios.

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