USA HR System Requirements Specification


	HR (USA) System Requirements Specification Checklist sample


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C Currently in Use
E Essential (Expected future requirement)
D Desirable (Expected future requirement)
N Nice...to have (Expected future requirement)


	Ref


	HR - additional USA requirements continued (page 156)


	C


	E


	D


	N

Sample pages


	14.1.3.2


	Retirement plans


	14.1.3.2.1

IRA (Individual Retirement Accounts) eg:


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	14.1.3.2.1.1


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traditional and Roth IRA�s


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	14.1.3.2.1.2


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SEP (Simplified Employee Pension) plan


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	14.1.3.2.1.3


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SARSEP (Salary Reduction Simplified Employee Pension) plan


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	14.1.3.2.2


	401k Retirement Plans


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	14.1.3.3


	Health and welfare plans


	14.1.3.3.1

Handle multiple employee health and welfare plans eg:


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	14.1.3.3.1.1


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HMO (Health Maintenance Organization) plans


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	14.1.3.3.1.2


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POS (Point of Service) plans


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	14.1.3.3.1.3


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PPO (Preferred Provider Organization) plans


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	14.1.3.3.1.4


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HSA (Health Savings Account) plans


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	14.1.3.3.1.5


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Dependent Care Reimbursement plans (for childcare expenses)


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	14.1.3.3.1.6


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Section 529 Education Savings (Qualified State Tuition Program) plans for saving for children�s higher education


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	14.1.3.3.2

Employee health and welfare plans covering:


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	14.1.3.3.2.1


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medical insurance


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	14.1.3.3.2.2


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dental plans


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	14.1.3.3.2.3


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prescription drugs plans


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	14.1.3.3.2.4


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vision care plans


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	14.1.3.3.2.5


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life / accident insurance


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	14.1.3.3.2.6


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employee assistance plans


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	14.1.3.3.2.7


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wellness plans


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	14.1.3.3.2.8


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disability plans: short term (salary continuance - full or reduced rate for a few months)


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	14.1.3.3.2.9


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disability plans: long term disability benefits


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	14.1.3.3.2.10

childcare


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	14.1.3.3.2.11

education


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	14.1.3.3.2.12

other health / welfare plans, state: ________


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