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TABLE OF CONTENTS
1. Business analysis: (128 criteria*) - business sector, location analysis, employee analysis, number of system users, present HR Payroll system(s), future HR Payroll system(s), outline budget for future HR Payroll system(s)
2. Overview - HR Payroll system functions: (339 criteria*) - overview of the key systems functions detailed within sections 3 to 24
3. System wide functions: (336 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 to mobile phones, reporting, e-reporting, e-documentation and forms, links to other systems
4. 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
5. Payroll - core: (475 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
6. Payroll - additional public sector requirements: (58 criteria*) - pay grades / spine points, multiple jobs / posts, pay and pay rates, grade reviews and spine uplifts, reports, integrated links, statistics and volumes
7. Payroll - additional USA, Canada, Australia and New Zealand requirements: (170, 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
8. Payroll - for pensioners: (51 criteria*) - rules, pension plans and calculations, pension payment, reports, integrated links, statistics and volumes
9. 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
10. 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
11. 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
12. HR - core: (432 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
13. 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
14. HR - additional USA, Canada, Australia and New Zealand requirements: (162, 60, 43, 18 criteria* respectively). Additional country specific requirements covering - compliance, HR core, pay and benefits, HR reporting, recruitment, training, occupational safety and health
15. 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
16. 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
17. Absence management: (115 criteria*) - absence details, annual leave (holiday) entitlement, leave tracking, maternity adoption and paternity leave, other authorised and unauthorised absences, sickness recording and certification, absence cost, absence reporting, e-absence, integrated links, statistics and volumes
18. Talent management: (185 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
19. 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
20. Health and safety records administration: (109 criteria*) - health tests, accident and incident recording and reporting, risk management, integrated links, statistics and volumes
21. 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
22. Systems operations: (176 criteria*) - system reliability, operational efficiency, system performance, user productivity assistance, data processing and systems control, data volumes and quality, security, backup and recovery
23. Technology requirements: (204 criteria*) - application software, databases, database administration and monitoring tools, operating systems (mainframes, servers, clients, networks), XML, XBRL, network types and cabling, wireless networking, ASP (Application Service Provider) / hosting organisation, internet access and hosting, hardware platforms (mainframe, mid range, server, workstation, client), hardware (wireless / portable devices), other hardware requirements
24. Software / system support: (122 criteria*) - sources of support, vendor quality accreditations, vendor / support organisation expertise and reputation, implementation assistance, training, maintenance and support
25. Summary of module / vendor scores
(* number of criteria included within the HR Payroll corporate version, excluding statistics and volumes) Return to top
LINKS TO SAMPLE PAGES
Click the links to view the following sample pages
HR system / HR (USA) software / example of completed HR software requirements specification / payroll system
DIFFERENCES BETWEEN THE HR PAYROLL CHECKLIST VERSIONS:
The six versions are designed for different size organisations and different HR Payroll system functional needs.
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