Software Selection Resources for Professionals

Full Contents Details

of the HR System Requirements RFI/RFP Checklist

Below are the full contents of the Corporate Version of the “HR System Requirements RFI/RFP Checklist”. The numbers in the brackets show the number of criteria for each section. In total, the Corporate Version contains 3252 criteria.


Business analysis - (92 criteria) - business sector, location analysis, employee analysis, number of system users, present HR system(s), future HR system(s)

Overview - (244 criteria) - HR system functions: overview of the key systems functions

System wide functions - (325 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 - (237 criteria) - analytical system, self-service, dashboards, analysis, scorecards, forecasts, data warehouse, data mining, combined business intelligence and analytics, integrated links, statistics and volumes

HR core - (442 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 - (111 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 - (189 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 - (182 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 - (264 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 - (121 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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