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Below are the full contents of the Corporate Version of the “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 2480 criteria.
Business analysis - (77 criteria) - business sector, location analysis, employee analysis, number of system users, present Payroll system(s), future Payroll system(s)
Overview - (187 criteria) - Payroll system functions: overview of the key systems functions
System wide functions - (341 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
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
Systems operations - (185 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 - (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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