Method and system for remotely managing business and employee administration functions

• US 7,937,329 B1
• Filed: 07/24/2008
• Issued: 05/03/2011
• Est. Priority Date: 01/04/2000
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Cooperstone, Elliot, Pham, H. Thach
• Primary Examiner(s): OUELLETTE, JONATHAN P
• Application Number:
  US12/179,468
• Time in Patent Office: 1,013 Days
• Field of Search: 705/322
• US Class Current: 705/322
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/1057 Benefits or employee welfare, e.g. insurance, holiday or retirement packages

Abstract

A method for managing human resource services, including determining a profile of a first business, where the profile comprises a plurality of attributes of the first business; identifying a second business matching the profile of the first business; receiving a first human resource service requirement of the second business and a second human resource service requirement of the second business; sending the first human resource service requirement and the second human resource service requirement to a plurality of third party providers; receiving a plurality of products from the plurality of third part providers; generating a first benefits package comprising a first subset of the plurality of products, where the first benefits package satisfies the first human resource service requirement and the second human resource service requirement; and installing the first subset of products.

Claims

1. A method for managing human resource services comprising:

determining, using a hardware processor, a profile of a first business, wherein the profile comprises a plurality of attributes of the first business;

matching, using the hardware processor, the profile of the first business to a profile of a second business;

identifying, using the hardware processor, a first fulfilled human resource service requirement of the second business and a second fulfilled human resource service requirement of the second business;

identifying, using the hardware processor, a first unfulfilled human resource service requirement of the first business corresponding to the first fulfilled human resource requirement of the second business, and a second unfulfilled human resource service requirement of the first business corresponding to the second fulfilled human resource requirement of the second business;

notifying, using the hardware processor, a plurality of third party providers of the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business;

receiving, using the hardware processor and in response to notifying the plurality of third party providers, a plurality of products from the plurality of third party providers;

generating, using the processor, a first benefits package comprising a first subset of the plurality of products, wherein the first benefits package fulfills the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business; and

installing the first subset of the plurality of products at the first business.

2. The method of claim 1, further comprising:

receiving a cost calculation algorithm for a product of the plurality of products, wherein the product comprises a plurality of options;

sending the plurality of options to a client;

receiving a selected option from the client, wherein the selected option is one of the plurality of options;

determining a price of the first benefits package by applying the selected option to the cost calculation algorithm, wherein the first subset includes the product.

3. The method of claim 1, further comprising:

generating a second benefits package comprising a second subset of the plurality of products, wherein the second benefits package fulfills the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business;

sending the first benefits package and the second benefits package to a client before installing the first benefits package; and

receiving a selection of the first benefits package from the client before installing the first subset of the plurality of products.

4. The method of claim 1, wherein determining the profile comprises:

sending the plurality of attributes to a client;

receiving a plurality of values from the client; and

populating the plurality of attributes using the plurality of values.

5. The method of claim 1, further comprising:

identifying a third business matching the profile of the first business;

receiving the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement from the third business prior to notifying the plurality of third party providers of the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement.

6. The method of claim 1, wherein at least one of the plurality of attributes is selected from a group consisting of state of incorporation, number of employees, and type of business.

7. The method of claim 1, wherein the first unfulfilled human resource service requirement comprises at least one selected from a group consisting of a retirement plan, unemployment insurance, health insurance, dental insurance, and life insurance.

8. The method of claim 1, wherein at least one selected from a group consisting of the first unfulfilled human resource service requirement and the second unfulfilled human resource requirement comprises tax filing services.

9. The method of claim 1, wherein at least one selected from a group consisting of the first unfulfilled human resource service requirement and the second unfulfilled human resource requirement comprises human resource compliance services.

10. The method of claim 1, wherein at least one selected from a group consisting of the first unfulfilled human resource service requirement and the second unfulfilled human resource requirement comprises payroll services.

11. A non-transitory computer readable medium storing instructions for managing human resources, the instructions comprising functionality to:

determine a profile of a first business, wherein the profile comprises a plurality of attributes of the first business;

match the profile of the first business to a profile of a second business;

identify a first fulfilled human resource service requirement of the second business and a second fulfilled human resource service requirement of the second business;

identify a first unfulfilled human resource service requirement of the first business corresponding to the first fulfilled human resource requirement of the second business, and a second unfulfilled human resource service requirement of the first business corresponding to the second fulfilled human resource requirement of the second business;

notify a plurality of third party providers of the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business;

receive, in response to notifying the plurality of third party providers, a plurality of products from the plurality of third party providers;

generate a first benefits package comprising a first subset of the plurality of products, wherein the first benefits package fulfills the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business; and

install the first subset of the plurality of products at the first business.

12. The non-transitory computer readable medium of claim 11, the instructions further comprising functionality to:

receive a cost calculation algorithm for a product of the plurality of products, wherein the product comprises a plurality of options;

send the plurality of options to a client;

receive a selected option from the client, wherein the selected option is one of the plurality of options;

determine a price of the first benefits package by applying the selected option to the cost calculation algorithm, wherein the first subset includes the product.

13. The non-transitory computer readable medium of claim 11, the instructions further comprising functionality to:

generate a second benefits package comprising a second subset of the plurality of products, wherein the second benefits package fulfills the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business;

send the first benefits package and the second benefits package to a client before installing the first benefits package; and

receive a selection of the first benefits package from the client before installing the first subset of the plurality of products.

14. The non-transitory computer readable medium of claim 11, wherein the instructions to determine the profile further comprise functionality to:

send the plurality of attributes to a client;

receive a plurality of values from the client; and

populate the plurality of attributes using the plurality of values.

15. The non-transitory computer readable medium of claim 11, the instructions further comprising functionality to:

identify a third business matching the profile of the first business;

receive the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement from the third business prior to notifying the plurality of third party providers of the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement.

16. The non-transitory computer readable medium of claim 11, wherein at least one of the plurality of attributes is selected from a group consisting of state of incorporation, number of employees, and type of business.

17. The non-transitory computer readable medium of claim 11, wherein the first unfulfilled human resource service requirement comprises at least one selected from a group consisting of a retirement plan, unemployment insurance, health insurance, dental insurance, and life insurance.

18. The non-transitory computer readable medium of claim 11, wherein at least one selected from a group consisting of the first unfulfilled human resource service requirement and the second unfulfilled human resource requirement comprises tax filing services.

19. The non-transitory computer readable medium of claim 11, wherein at least one selected from a group consisting of the first unfulfilled human resource service requirement and the second unfulfilled human resource requirement comprises payroll services.

20. A system for managing human resource services comprising:

a processor; and

a business application layer executing on the processor and configured to;

determine a profile of a first business, wherein the profile comprises a plurality of attributes of the first business;

match the profile of the first business to a profile of a second business;

identify a first fulfilled human resource service requirement of the second business and a second fulfilled human resource service requirement of the second business;

identify a first unfulfilled human resource service requirement of the first business corresponding to the first fulfilled human resource requirement of the second business, and a second unfulfilled human resource service requirement of the first business corresponding to the second fulfilled human resource requirement of the second business;

notify a plurality of third party providers of the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business;

receive, in response to notifying the plurality of third part providers, a plurality of products from the plurality of third party providers;

generate a benefits package comprising a subset of the plurality of products, wherein the benefits package fulfills the first unfulfilled human resource service requirement and the second unfulfilled human resource service requirement of the first business; and

install the subset of the plurality of products at the first business.