2-Appendix D Scripted Demo Scenarios.docx

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Attached to
Human Capital Management (HCM) Platform & Implementation Services
Solicitation number
25-68
Issued by
Montgomery County, Pennsylvania

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This document is an Appendix D from a Request for Proposal (RFP) for a Human Capital Management (HCM) Platform & Implementation Services for Montgomery County, Pennsylvania. The appendix establishes scripted demonstration scenarios and evaluation criteria that vendors must follow during their product demonstrations. The demonstration is structured across four primary modules: Hire-to-Start (35 minutes), Manager & Employee Self-Service (25 minutes), Payroll & Time (35 minutes), and Analytics & Compliance (25 minutes), with an additional 10 minutes allocated for introductions and 10 minutes for questions and answers. Vendors are required to use County-provided test data and narrate their configuration choices while demonstrating exception handling, with emphasis on usability, auditability, and end-to-end workflow capabilities. The Hire-to-Start module must demonstrate requisition creation with budget controls, job posting and candidate screening, offer generation with contingencies, pre-boarding provisioning, Day-1 onboarding procedures, and benefits enrollment. The Manager & Employee Self-Service module must showcase goal cascading, leave request approvals, employee self-service updates, mobile pay slip access, and compliance training completion. The Payroll & Time module requires demonstration of time import, shift premiums and overtime application, off-cycle bonus processing, multi-state taxation handling, and reconciliation reporting. The Analytics & Compliance module must include ad-hoc report building, EEO-1 and ACA reporting, and audit trail reviews.

The evaluation rubric weights vendor responses as follows: Functional Fit (35 percent), Usability measured by clicks-to-complete and accessibility (20 percent), Configurability without custom code (15 percent), Integration Readiness including APIs, SSO, and SCIM capabilities (15 percent), and Reporting/Audit functionality with clear, exportable reports and audit trails (15 percent). The document does not specify pricing terms, set-asides, incumbent information, contract term, renewal options, or funding sources, as this appendix focuses exclusively on demonstration requirements and evaluation methodology rather than commercial or administrative contract terms.

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Appendix D: Scripted Demo Scenarios & Scoring Rubric Use the County-provided test data. Narrate configuration choices and show exception handling. Emphasis is on usability (clicks-to-complete), auditability, and end-to-end flow.

D0. Demo Logistics & Agenda

Segment
Time (min)
Participants
Introductions & Overview
10
All
D1. Hire-to-Start
35
HR/Recruiting
D2. Manager & Employee Self-Service
25
HR/Managers
Break
10
—
D3. Payroll & Time
35
Payroll/Time
D4. Analytics & Compliance
25
HR/Analytics
Q&A
10
All

D1. HR Admin: Hire-to-Start

1. Create requisition with budget guardrails and approvals

2. Post to job boards; candidate applies; screening & assessments

3. Offer creation with contingencies; background check trigger

4. Pre-boarding tasks and provisioning (IT/Facilities)

5. Day-1 onboarding, I-9/E-Verify, position assignment

6. Benefit eligibility and enrollment; tax setup; payroll enrollment D2. Manager & Employee Self-Service

1. Manager cascades goals and delegates approval during leave

2. Approve time-off and shift change requests; handle exceptions

3. Employee updates address; enrolls in benefits (life event)

4. View pay slips on mobile; submit expense (if applicable)

5. Complete compliance training; review team analytics D3. Payroll & Time

1. Import time; apply shift premiums and overtime rules

2. Run off-cycle bonus; process retro pay and garnishments

3. Handle multi-state taxation; quarter close & filings

4. Demonstrate parallel payroll reconciliation report D4. Analytics & Compliance

1. Build ad-hoc report; schedule distribution to managers

2. Demonstrate EEO-1 and ACA reporting

3. Show audit trail review of sensitive change Scoring Rubric (Used by Evaluators)

Criteria
Description
Weight
Functional Fit
Meets scenario requirements end-to-end
35%
Usability
Clicks-to-complete; clarity; accessibility
20%
Configurability
Demonstrated without custom code when feasible
15%
Integration Readiness
Demonstrated APIs/SSO/SCIM where relevant
15%
Reporting/Audit
Reports and audit trails are clear and exportable
15%

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