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Below are the full contents of the Corporate Version of the “HR Payroll System Requirements RFI/RFP Checklist”. The numbers in the brackets show the number of criteria for each section. In total, the Corporate Version contains 4702 criteria.
Business analysis - (112 criteria) - business sector, location analysis, employee analysis, number of system users, present HR Payroll system(s), future HR Payroll system(s)
Overview - (339 criteria) - HR Payroll system functions: overview of the key systems functions
System wide functions - (344 criteria) - system / software quality accreditations, internet / intranet, ESS (employee self service), MSS (manager self service), employee portal, workflow, alerts, DIP (document image processing), euro / european monetary union, Compliance - Sarbanes Oxley (SOX), multi company / currency / lingual capability, Windows, enquiry, SMS / text messaging, reporting, e-reporting, e-documentation and forms, links to other systems
Advanced analytics and business intelligence - (238 criteria) - analytical system, self-service, dashboards, analysis, scorecards, forecasts, data warehouse, data mining, combined business intelligence and analytics, integrated links, statistics and volumes
Payroll core - (478 criteria) - legislation, payroll types, payroll frequency, payroll set up, employee details, payments and allowances, holiday pay methods, tax credits, statutory maternity, adoption and paternity pay (SMP, SAP, SPP), statutory and occupational sick pay (SSP / OSP), profit related pay, statutory deductions, pensions contributions deductions, voluntary deductions, general ledger and job costing codes, expatriate payroll additional requirements, calculations and payroll pay run, payment methods, payment currency, payroll statutory reports and end-of-year returns, payroll management reports, e-payroll, online filing, integrated links, statistics and volumes
Payroll - additional public sector requirements - (59 criteria) - pay grades / spine points, multiple jobs / posts, pay and pay rates, grade reviews and spine uplifts, reports, integrated links, statistics and volumes
Payroll - additional USA, Canada, Australia and New Zealand requirements - (177, 52, 80, 67 criteria respectively). Additional country specific requirements covering - set up, salaries and wages, benefits, deductions, payroll processing, payments, payroll reporting and employee access to online payroll information
Payroll for pensioners - (51 criteria) - rules, pension plans and calculations, pension payment, reports, integrated links, statistics and volumes
Payroll bureau - (106 criteria) - common bureau features, bureau categories, local customer (front-end) system, data input, processing pay run, output, processing year end, support services, integrated links, statistics and volumes
Employee expenses - (148 criteria) - in house or hosted system, system configuration, expenses processing, payments, e-expenses, corporate credit / payment cards, e-travel, reports and analysis, integrated links, statistics and volumes
P11D UK only - (85 criteria) - P11D system set up, taxable employee benefit data, data capture, data adjustments, P11D calculations, P11D help and assistance, P11D forms and reports, information issued to employees, information submitted to UK HMRC, integrated links, statistics and volumes
HR core - (443 criteria) - legislation, HR set up, basic employee details, employee pay and bank details, employee benefits administration, job position history, previous employment history, employee history, education and academic qualifications, ESS (employee self-service), MSS (manager self-service), employee surveys, HR professional portal, grievance and discipline, employee identity (id) card, employee correspondence, exit interview, HR management reports and analytics, integrated links, statistics and volumes
HR - additional public sector requirements - (112 criteria) - job posts, grading structures, shift rota, additional requirements for UK colleges / universities, NHS and social services, reporting, analytics, integrated links, statistics and volumes
HR - additional USA, Canada, Australia and New Zealand requirements - (166, 60, 43, 18 criteria respectively). Additional country specific requirements covering - compliance, HR core, pay and benefits, HR reporting, recruitment, training, occupational safety and health
Recruitment - (190 criteria) - vacancy recording, selection process, application forms, applicant details, pre-employment / applicant checks, immigration compliance, applicant selection, applicant tracking, letter production, convert applicant to employee, e-recruitment and selection, reports, integrated links, statistics and volumes
Time and attendance / workforce management - (171 criteria) - resource (workforce) planning, resource (workforce) scheduling, time data, time sheet design, additional equipment requirements, data capture and processing, monitoring and analysis, WTD (working time directive), reports, integrated links, statistics and volumes
Absence management - (114 criteria) - absence details, annual leave (holiday) entitlement, leave tracking, maternity adoption and paternity leave, other authorised and unauthorised absences, sickness recording / certificates and statements, absence cost, absence reporting, e-absence, integrated links, statistics and volumes
Talent management - (186 criteria) - job evaluation competency and skills management, compensation management, manpower planning, employee development, succession planning, appraisal, e-appraisal, goal setting, employee performance records / diary, continuous peer review, pay for performance, reports, integrated links, statistics and volumes
Training - (115 criteria) - training administration, employee training records, CPD (Continuing Professional Development), IIP (Investor In People) accreditation (UK only), e-learning, integrated links, statistics and volumes
Health and safety records administration - (109 criteria) - health tests, accident and incident recording and reporting, risk management, integrated links, statistics and volumes
Car fleet administration - (63 criteria) - vehicle details, vehicle details for UK taxation purposes, ongoing vehicle usage and costs, driver details, disposal of vehicle, correspondence, reports, integrated links, statistics and volumes
Systems operations - (186 criteria) - system reliability, operational efficiency, system performance, user productivity assistance, data processing and systems control, data volumes and quality, security, backup and recovery
Technology requirements - (267 criteria) - application software, databases, database administration and monitoring tools, operating systems (mainframes, servers, clients, networks), XML, XBRL, network types and configuration, Cloud services: SaaS (Software as a Service), ASP (Application Service Provider) / Hosted, internet access and hosting, hardware platforms (mainframe, mid range, server, workstation, client), hardware (wireless / portable devices), other hardware requirements
Software / system support - (123 criteria) - sources of support, vendor quality accreditations, vendor / support organisation expertise and reputation, implementation assistance, training, maintenance and support
Summary of module / vendor scores - summary of vendor evaluation scores / weighted scores
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