Use Axia Checklists to rapidly create, or check your HR Payroll systems requirements and RFI/RFP schedules

HR Payroll System Checklist Quick Links

Save time, effort and money

Reduce risk of wrong HR System / Payroll System selection

Versions to suit all types of organisations

Checklist impartiality

When to use a Checklist

Instructions

Money back guarantee

Format options available

Industry sectors where Checklists have been used

Alternative ways the Checklists are used

Contents - summary

Contents - detail

Links to sample pages

Differences between the HR System / Payroll System Checklist versions

Prices

Ordering and delivery

Quick Link to other pages

Testimonials

FAQ

Order form

SAVE WEEKS OF TIME

Axia Checklists enable you to specify your new HR and Payroll systems / RFI / RFP requirements UP TO TEN TIMES FASTER than traditional methods. Virtually all the functional systems requirements are listed - all you do is tick those needed. You don’t have to think them out from scratch.

No matter how complex your HR and Payroll systems requirements, you can complete your ‘User Needs / Systems Requirements Specification’ in just days.

SAVE EFFORT

The HR Payroll Systems Checklists have been carefully researched to cover virtually all functional system requirements, listing 700+ system wide, operations, technology and support functions, 1500+ HR functions, 1100+ Payroll functions, plus 250+ business analysis and overview criteria. They are based on UK and general HR Payroll systems with additional country specific criteria for USA, Canada, Australia and New Zealand.

The Checklists were fully revised and updated as at May 2008. They will stimulate your thoughts, give you ideas and make you aware of what the latest HR Payroll systems can do.

Written in Microsoft Excel, any additional requirements can easily be included, amendments made and criteria not needed can be deleted. You have complete control over your requirements specification.

The Checklists will:

• save you time typing your requirements
• enable easy tailoring to your precise needs
• allow you to produce multiple copies (for your own internal use)

SAVE MONEY

These Checklists are specifically designed for you to use yourself, without needing to employ additional staff or resources.

REDUCE RISK OF WRONG HR PAYROLL SYSTEM SELECTION

The Checklists provide an industry standard approach to assemble your requirements in an orderly, structured way. When used as part of an RFI or RFP, they enable prospective vendors to respond to your specific needs without confusion, in a standardised format. And hence ensure an easy and impartial comparison of proposals and identification of the best solutions.

VERSIONS TO SUIT ALL TYPES OF ORGANISATIONS

• small medium and large size organisations (with turnovers from £5m to £500m), including:
• commercial companies / businesses and non-profit / government organisations
• HR, Payroll or IT staff, functional specialists, managers, directors
• any person or organisation involved with specifying a new HR or Payroll system

CHECKLIST IMPARTIALITY

The Checklists have been created to be totally impartial and have no bias towards any HR or Payroll software package or vendor. They are only concerned with your future needs and requirements. Return to top

WHEN TO USE A CHECKLIST

If you are planning to replace your HR or Payroll system in the future, you should review these Checklists NOW. You’ll benefit most prior to contacting software vendors. This will focus your thoughts on your specific needs rather than being side tracked with potentially unsuitable solutions. Return to top

INSTRUCTIONS

Clear instructions are provided. You are guided through the process to producing a comprehensive requirements specification / user needs list for your new HR or Payroll system.

The Checklists are structured in 2 levels - overview and detailed levels, to help you to be more systematic and thorough when specifying your requirements.

The Overview and Business Analysis sections will provide you with your outline system requirements and the detailed sections will provide your detailed HR / Payroll system requirements.

System Selection guidelines show you how to use your completed Checklist, RFI / RFP schedules to select your next HR / Payroll system. Return to top

30-DAY, 100% SATISFACTION GUARANTEE

If you are not completely satisfied with a Checklist - simply return it within 30 days and we will give you a full refund on the spot or cancel your invoice, no questions.

FORMAT OPTIONS AVAILABLE

The HR and Payroll System Checklists are available in Microsoft Excel 97-2003, Microsoft Windows 95-XP format by:

• immediate download (“.zip” file)
• email file attachment (“.zip” file or “.xls” Excel file)
• CD (“.xls” Excel file)

The minimum recommended system requirements are: Pentium 450, 64 MB RAM, 3 MB free disk space, MS Excel 97 or later version, MS Windows 95 or later version and a CD / DVD drive (if ordering a CD).

NB: (i) The Checklists work in all versions of Excel from 97 through to 2007 (SP1) and Windows from 95 through to Vista. (ii) “.zip” files require ‘winzip’ from www.winzip.com

INDUSTRY SECTORS WHERE CHECKLISTS HAVE BEEN USED

Agencies, Arts, Charities, Construction, Education, Colleges, Universities, Energy, Engineering, Exhibition Centres, Financial Services, Food, Government Agencies, Healthcare, Housing Associations, Information Technology, Insurance, Legal Firms, Leisure, Hotels, Local Councils and Government, Manufacturing, Media, Medical Equipment, Mining, Museums, NHS Trusts, Non Profit, Institutes, Pharmaceuticals, Port Authorities, Professional Associations, Retail, FMCG, Service Organisations, Telecommunications, Transport,

...located within the UK, USA, Canada, Australia, Europe and many other countries world wide. Return to top

ALTERNATIVE WAYS THE CHECKLISTS ARE USED

• assisting with ‘brain storming’ - to identify user needs / system requirements
• preparing requirements documents
• as RFI / RFP schedules for prospective vendors to ‘tick’ the boxes where their software meets customer requirements
• as reference lists - to check that everything is included within the requirements specification / RFI / RFP
• to understand more about HR and Payroll systems

CONTENTS - SUMMARY

Six versions are available - HR, Payroll and HR Payroll combined, either as SME or Corporate versions. Sections included within each version are stated as either ‘included’ or the number of criteria.

CONTENTS - DETAILED

1. Business analysis: (114 criteria*) - business sector, employee analysis, location 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: (355 criteria*) - overview of the key systems functions detailed within sections 3 to 24

3. System wide functions: (302 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: (177 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: (472 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, CIS (Construction Industry Scheme) payroll, 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: (57 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: (169, 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: (49 criteria*) - rules, pension plans and calculations, pension payment, reports, integrated links, statistics and volumes

9. Payroll bureau: (100 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: (144 criteria*) - expenses 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: (83 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: (424 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: (108 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: (161, 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: (187 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: (166 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: (113 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: (183 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: (113 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: (107 criteria*) - health tests, accident and incident recording and reporting, risk management, integrated links, statistics and volumes

21. Car fleet administration: (61 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: (148 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: (200 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: (121 criteria*) - sources of support, vendor quality accreditations, vendor / support organisation expertise and reputation, implementation assistance, training, maintenance and support

25. System selection - selection process, shortlist phase, detailed selection phase

(* number of criteria included within the HR Payroll corporate version, excluding integrated links, statistics and volumes) Return to top

LINKS TO SAMPLE PAGES

Click the links to view the following sample pages

HR system / example of completed HR software requirements specification / HR (USA) software / payroll system

DIFFERENCES BETWEEN THE HR PAYROLL CHECKLIST VERSIONS:

There are six versions - each designed for different size organisations and different HR / Payroll system functional needs.

PRICES

Plus additional charges for:

• VAT @ 15% on Checklists delivered within the UK
• CD creation and postage/packing charges for CD’s

ORDERING AND DELIVERY

Place your order using this order form or click the link below.

Immediate delivery / download. Pay with credit or debit card at our online shop.

Or same day despatch, wherever possible - for email files and CD’s - when paying on invoice.

ORDER YOUR COPY NOW and save weeks of your time

The HR and Payroll RFI/RFP Requirements Checklists are comprehensive and easy to use. They are completely impartial and backed by our 30-day 100% satisfaction money-back guarantee. You risk nothing by trying them out!