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Contents

Payroll RFI/RFP Template

The table below lists the individual components of the Payroll RFI/RFP Template.

CONTENTS

Number of criteria

Included

Instructions, Guide and Tips (PDF)

 

Yes

RFI Template (MS Word)

 

Yes

RFP Template (MS Word)

 

Yes

Business Analysis (MS Excel)

 

Yes

Requirements Specification modules (MS Excel):

 

Yes

  • Payroll-core - Payroll system configuration, Employee details, Basic employment information, Public sector grades and reviews, Employee pay and allowances, Public sector pay and pay rates, Employee Benefits, Employee Benefits Administration, Holiday pay schemes, UK Statutory payments, Occupational maternity pay (OMP) and sick pay (OSP), UK Construction Industry Scheme (CIS), Statutory deductions, Pension plan contributions deductions, Voluntary deductions, General ledger and job costing codes, Payroll calculations and processing, Tax authority integration, Real Time Information (UK), Payments, Statutory reports and end-of-year returns, Pay slips, Payroll management reports

612

Yes

  • Payroll bureau / outsourcing - Payroll bureau services, Payroll bureau support services, Additional outsourcing services, Payroll provider requirements, Payroll service contracts, Payroll service requirements, Global / expatriate payroll management, Customer access to outsourced payroll system, Payroll data input, Payroll processing, Pay slips / e-payslips, Payroll reports, Payroll year end

117

Yes

  • Self service - Employee self service (ESS), Manager self service (MSS)

97

Yes

  • Employee expenses - On-premise or cloud system, System configuration, Expenses processing, Expenses payments, e-Expenses, Corporate credit / payment cards, e-Travel, Employee expenses reports and analysis

125

Yes

  • P11D (UK only) - P11D system configuration, Taxable employee benefit data, Data import, Data adjustments and calculations, P11D help and assistance, P11D forms and reports, Information issued to employees, Information submitted to UK HMRC

73

Yes

  • Common requirements across all modules - Workflow, Alerts, Social Media, Employee portal, Euro / European Monetary Union, Multi company currency and lingual capability, Legislation regulation and taxation, Enquiry, Reporting, e-documentation and forms, Compliance - Payroll Standards, Integration, Building links to other systems 

345

Yes

  • Systems operations - Reliability, Operational efficiency, System performance, User productivity assistance, Data processing and systems control, Data volumes and quality, Security, Back up and recovery

191

Yes

  • Technology requirements - Application software, Windows, Database, Operating system, Network, Cloud services / SaaS (Software as a Service), ASP (Application Service Provider) services, Internet, XML and XBRL, Hardware

265

Yes

  • Software / system support and services - Sources of support, Quality accreditations, Vendor / support organisation expertise and reputation, Implementation assistance and services, Training, Maintenance and support

95

Yes

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