Payroll System Requirements Checklist

Below is an example payroll system requirements checklist containing 60 key payroll software criteria. For more criteria, visit the Payroll Software RFI/RFP Template, which lists 2065 criteria, plus has templates for RFI, RFP, Business Analysis and Evaluation. Payroll Management Flexible payroll system configuration Employee payroll details Basic employment information Public sector grades and reviews Employee allowances Public sector pay and pay rates Holiday pay schemes Statutory deductions Pension plan contributions deductions Voluntary deductions General ledger and job costing codes Payroll calculations and processing Tax authority integration Payroll reporting (RTI reporting to UK HMRC) Payments Pay slips Payroll management reports, end-of-year reports and statutory reports Pay and Benefits Management Employee pay and compensation Employee benefits Employee benefits administration Self Service Employee Self Service (ESS) Manager Self Service (MSS) Payroll Bureau / Outsourcing Payroll services Bureau support and additional services Payroll provider requirements Payroll service contracts Global / expatriate payroll management Access to outsourced payroll system Payroll data input Payroll processing Pay slips / e-payslips Payroll year end Payroll reports and statutory reports Employee Expenses Integrated within payroll or linked expenses (cloud based) system Expenses processing and payments Corporate credit / prepaid cards Travel management Common Requirements for all Modules Workflow Alerts Social media Multi company, currency and lingual capability Compliance, legislation, regulation and taxation Enquiry Reports and documents Integration with HR system Interface with other systems Systems Operations Screen / system design System performance and efficiency Data processing and systems control Data volumes and quality Security Back up and recovery Technology Requirements Application software, windows, browsers Database, operating system, network Cloud services / SaaS (Software as a Service) Learn more about the Payroll Software RFI/RFP Template and how to quickly and easily gather payroll software requirements and prepare your RFI and RFP.