2313 Requirements.xlsx

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Kenosha County Human Resources, Payroll & Time & Attendance Software Solution
Solicitation number
2313
Issued by
Kenosha County, Wisconsin

About this file

This is a comprehensive requirements document for Kenosha County, Wisconsin's Human Resources, Payroll, and Time & Attendance software solution procurement. The County is seeking proposals to establish a contract for an integrated HR and payroll system designed to automate HR, payroll, and workforce management functions while providing user-friendly interfaces for employees and managers. The requirements document outlines mandatory, critical, desirable, and optional functional capabilities across multiple modules including Core HR, payroll processing, time and attendance, benefits administration, talent acquisition, performance management, and learning management systems. The document specifies technical infrastructure requirements supporting Windows Server 2019, VMware 7.0, and SQL Server 2022 in clustered environments, with both on-premise and SaaS hosting options. The vendor must provide daily backups, current security patches, anti-virus protection, and maintain SSAE 16 SOC 2 security standards or equivalent cloud security certifications.

The requirements encompass extensive integration capabilities with third-party systems including Telestaff, RT Vision, OnShift, HireRight, Humana, Delta Dental, WEX, MetLife, and iNet for badge access and timekeeping. Critical security requirements include SAML 2.0 authentication, multi-factor authentication support, and encryption of sensitive data including PII and HIPAA information. The solution must support multiple concurrent reporting relationships, position management, payroll multi-job scenarios, garnishment processing, and real-time leave accrual tracking. The vendor must deliver on-site training for approximately 25 system administrators and super users, provide implementation support, and offer comprehensive reporting capabilities including custom report builders with role-based access controls and dashboard functionality. All pricing must be included in the initial cost proposal with any additional costs for separate modules, customizations, or third-party solutions clearly identified as either separate line items or integrated into the base cost.

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Mandatory

Req. No.Mandatory RequirementsPrioritizationYes/NoCommentsHow is requirement solved?Additional cost for Separate Module, Customization, or 3rd party solution
Note: Failure to meet all of these mandatory requirements may cause your proposal to be rejected
IT
Access control to system
IT-R1Library of standard report templatesMandatoryInclude in cost proposal
Environments
IT-R8Does your solution include the following environments?
IT-R9PRODUCTION EnvironmentMandatoryInclude in cost proposal
Server (On-premise)
IT-R18Supports Windows Server 2019MandatoryInclude in cost proposal
IT-R19Supports VMware 7.0MandatoryInclude in cost proposal
IT-R20Supports SQL Server 2022 in a clustered environmentMandatoryInclude in cost proposal
Server (Hosting or SaaS)
IT-R33Vendor performs daily backups of user data and servers.MandatoryInclude in cost proposal
IT-R34Vendor has anti-virus installed on servers with latest signatures.MandatoryInclude in cost proposal
IT-R35Servers stay up to date with latest security patches.MandatoryInclude in cost proposal
End User Hardware/Software Standards:
IT-R46Does your solution support these desktop/laptop PC standards?
IT-R47Intel i5 processorMandatoryInclude in cost proposal
IT-R48128GB hard driveMandatoryInclude in cost proposal
IT-R498GB RAMMandatoryInclude in cost proposal
IT-R50Windows 10-21H2MandatoryInclude in cost proposal
Payroll
Integration/Interface
PR-R4Calculates net pay by applying deductions, garnishments and taxes.MandatoryInclude in cost proposal
PR-R3Calculates gross pay by including employee time, expense reimbursement and other inputs.MandatoryInclude in cost proposal
PR-R35Maintains Fair Labor Standards Act (FLSA) compliance (such as overtime calculations for monthly payments that require previous month look-back) - if Yes please elaborate in the Comments section.MandatoryInclude in cost proposal
PR-R69Does system allow employees to view earning statements (overtime, base pay, shift differentials (primary vs. secondary, specialties (language, skills)) via employee self-service - use the Comments section to describe any limitations for payroll.MandatoryInclude in cost proposal
PR-R79System must be able to interface with third party software specifically with multiple HR, Time and reporting system using API, file(FTP) sharing, XML,CSV, etc. in near real time.MandatoryInclude in cost proposal
PR-R87Does solution have the capability for an employee to document, track, and report multiple pay codes (e.g. FML, A&S, and PTO) on the same time card updated in real time?MandatoryInclude in cost proposal
TIME & ATTENDANCE
TA-R1Is Workforce Management an integral part of your system's capabilities?MandatoryInclude in cost proposal
TA-R2Records the working time and attendance, and calculates pay for hourly-paid workers.MandatoryInclude in cost proposal
TA-R3Prompts employees to affirm that their working time and attendance has been correctly recorded.MandatoryInclude in cost proposal
TA-R4Enables customization of the time and attendance rule engine to incorporate existing pay rules and labor agreements.MandatoryInclude in cost proposal
TA-R5Records planned and unplanned absence of employees. Includes features to track and calculate granted paid-time-off.MandatoryInclude in cost proposal
TA-R7Enables the creation of basic electronic schedulingMandatoryInclude in cost proposal
HR
CoreHR
CoreHR-R1Does your system incorporate the core HR module as part of its functionality?MandatoryInclude in cost proposal
CoreHR-R6Ability to effective date critical records in the system (such as job history and salary history).MandatoryInclude in cost proposal
CoreHR-R7Does system provide the capability to differentiate between different types of dates(e.g. start date, Pre-start date, Hire date, Rehire date, New position date).MandatoryInclude in cost proposal
CoreHR-R8Supports mass changes for job, position, cost of living increase, and other user-defined selections of data.MandatoryInclude in cost proposal
CoreHR-R12Provides a single, global repository for basic worker demographics (e.g., position/job data, personal data, work location, national ID, emergency contact, cost center/GL code, citizenship/immigration data).MandatoryInclude in cost proposal
CoreHR-R13Ability to track complete employee history (e.g., job transfers and changes, compensation, promotions/demotions, skills/experience, training, company).MandatoryInclude in cost proposal
CoreHR-R15Supports the concept of a “universal profile” — a single profile for all user information including benefits history. The universal profile also contains — if available in the system — social activity, peer feedback and volunteer activity.MandatoryInclude in cost proposal
CoreHR-R26Allows employees to manage/update their profile information via self-service and execute targeted transactions (i.e., initiate notice of life event changes, etc.).MandatoryInclude in cost proposal
CoreHR-R31Workflow automation that allows the creation of different levels of approval as needed, varying by transaction, and which may vary by business unit/other org structure.MandatoryInclude in cost proposal
CoreHR-R49Offers eligibility/“grouping” engine that enables users to determine eligibility for participation by multiple data elements.MandatoryInclude in cost proposal
HR Service Management (HRSM)
HRSM-R1Can your system aid in the management of human resource service management (HRSM)?MandatoryInclude in cost proposal
HRSM-R2Does your solution provide self service delivery capabilities? If yes, please provide a description in comment section.MandatoryInclude in cost proposal
HRSM-R3System must be able to interface with different service providers (e.g. Humana, WEX, EyeMed, Delta Dental) using API, file(FTP) sharing, XML,CSV, etc. in near real time.MandatoryInclude in cost proposal
HRSM-R7Embeds employee and manager self-service as a role-based viewMandatoryInclude in cost proposal
HRSM-R9Ability to configure and deploy standard and additional self-service functions based on multiple role assignments.MandatoryInclude in cost proposal
HRSM-R10Does system allow for multiple users to initiate employee related changes/updates?MandatoryInclude in cost proposal
HRSM-R12Does system allow for direct commit changes?MandatoryInclude in cost proposal
HRSM-R13Does system allow changes subject to workflow approvals?MandatoryInclude in cost proposal
HRSM-R16Does solution provide self-service help portal and knowledgebase for administrator?MandatoryInclude in cost proposal
Benefits Admin Functional Requirements
BA-R1Does your system assist in the management of benefits?MandatoryInclude in cost proposal
BA-R2System has a benefit enrollment process for both employees and administrators, including feedback mechanism for addressing any issues.MandatoryInclude in cost proposal
BA-R3Does system have the capability to handle changes in benefit providers?MandatoryInclude in cost proposal
BA-R7Does solution offer online benefits enrollment via employee self-service.MandatoryInclude in cost proposal
BA-R9System records entry dates into programs and other changes in enrollment and/or effective dates.MandatoryInclude in cost proposal
BA-R10Does the solution supports mass changes (e.g., benefit plan changes, enrollment data) by administrative staff?MandatoryInclude in cost proposal
BA-R12Does the solution provide standardized data extract formats for providers (e.g., medical, dental, life)?MandatoryInclude in cost proposal
BA-R16Ability to determine eligibility for employees to participate in various benefit plans, including configuration options by organization or other criteria.MandatoryInclude in cost proposal
BA-R17Ability to track health and welfare plans such as medical, dental and vision.MandatoryInclude in cost proposal
BA-R23Are benefit transactions in the system effective dated.MandatoryInclude in cost proposal
BA-R29System manages integration to third-party carriers/providers (e.g., initial enrollments, life event changes, employment status changes). Describe the integration types supported (e.g., standard data extracts, APIs, web services).MandatoryInclude in cost proposal
BA-R30Does system have the ability to recognize and categorize any modification/changes made by the employees as life events?MandatoryInclude in cost proposal
BA-R31Does system have the ability to track/audit employee benefit changes?MandatoryInclude in cost proposal
BA-R33System provides employee an option to choose pre or post tax premium deduction.MandatoryInclude in cost proposal
BA-R36Does system provide the ability to produce and modify 1095 forms?MandatoryInclude in cost proposal
Talent Acquisition
HRTA-R1Is Talent Acquisition part of your systems' capabilities?MandatoryInclude in cost proposal
HRTA-R21Job posting and job distribution capabilityMandatoryInclude in cost proposal
HRTA-R22Does solution provide capabilities to create and modify a job posting?MandatoryInclude in cost proposal
Career Site Capability
HRTA-R41Include customizable "terms and conditions" and require acceptance prior to accepting resumes/CVs.MandatoryInclude in cost proposal
REQUISITIONS
HRTA-R227Does your talent acquisition system provide the capabilities to initiate a requisition?MandatoryInclude in cost proposal
HRTA-R107Ability to notify candidates of not hired status (i.e. Rejection letter/Email)MandatoryInclude in cost proposal
HRTA-R110Ability to create and choose from rejection letter templates for specific rejection reasons.MandatoryInclude in cost proposal
REPORTING ANALYTICS
HRTA-R137Standard metric reports (cost per hire, time to fill, source, EEO-1)MandatoryInclude in cost proposal
HRTA-R142Library of standard report templatesMandatoryInclude in cost proposal
TECHNICAL
HRTA-R171Offers encryption functionality for passwordsMandatoryInclude in cost proposal
PERFORMANCE MANAGEMENT
INTEGRATION — GENERAL
PM-R136The integration/interface tool capabilities delivered with your system include data import/export, web services, APIs, to push and pull various service provider data.MandatoryInclude in cost proposal
PM-R148Ability for the performance management module to integrate with an HR management system (HRMS) (If you use 3rd party vendor list who you currently integrate with in Comments).MandatoryInclude in cost proposal
PM-R149Ability for the performance management module to integrate with a Talent management suite (TMS) (If you use 3rd party vendor list who you currently integrate with in Comments).MandatoryInclude in cost proposal
REPORTING
R3System provides the capability to create customizable reports based on specific business requirements.MandatoryInclude in cost proposal
R7Solution allows to export reports in various formats such as PDF, .csv. Etc.MandatoryInclude in cost proposal
R10System provides out of the box reports.MandatoryInclude in cost proposal
Custom Report Building Tool
R24Report builder should provide appropriate data security measures to ensure data privacy and compliance with regulatory requirements such as HIPAA and PII.MandatoryInclude in cost proposal
Payroll Reporting
PAR-R23Does the solution support US compliance reporting for payroll offering?MandatoryInclude in cost proposal
PAR-R33Includes ACA compliance reporting (such as 1094 and 1095-C generation) support - if Yes, describe in the Comments section what has been developed versus what is delivered by partners.MandatoryInclude in cost proposal
PAR-R62Does system include the ability to track and report wage attachment types(earning garnishment, child support order, tax levy, chapter 13 bankruptcy)?MandatoryInclude in cost proposal
TRAINING
TR-R01Implementation Team provides on-site training for all system admins and super users (approx 25 users).MandatoryInclude in cost proposal

Payroll

Req
No.Payroll RequirementsPrioritizationYes/NoCommentsHow is requirement solved?Additional cost for Separate Module, Customization, or 3rd party solution
General
PR-R06Supports mass change/update capability (i.e., update to master data details, allowance/deduction details).CriticalInclude in cost proposal
PR-R09Supports off-cycle pay processing (e.g., one-time payments, bonus payments, termination pay).CriticalInclude in cost proposal
PR-R10Administrators can build user-defined formulas for the calculation of overtime allowance (e.g., basic salary x additional hours).CriticalInclude in cost proposal
PR-R11Can calculate overtime differently based on different categories for each employees (different labor laws for respective territories).CriticalInclude in cost proposal
PR-R12Processes per diem allowances for employees based on visits outside cities/countries per HR policies.Optional$0.00
PR-R13Provides facility for repayment or refund (e.g., absence repay and late repay allowance).Optional$0.00
PR-R14Supports retroactive payroll processing.CriticalInclude in cost proposal
PR-R15Includes GL posting and GL account validation process support.CriticalInclude in cost proposal
PR-R16Supports nonwage payments such as expense payments and tuition reimbursements via interface and processing through payroll.Optional$0.00
PR-R17Processes special deductions in payroll for recovery against advances.CriticalInclude in cost proposal
PR-R18Tracks unlimited pay history. Use the Comments section to elaborate the threshold (system response time degradation with large volumes of history) at which the system will trigger alarms.CriticalInclude in cost proposal
PR-R19System users (HR and payroll) can continue to input data when payroll is running without impacting the current pay cycle.CriticalInclude in cost proposal
PR-R21Supports remittance of taxes, garnishments and deductions to the recipients.CriticalInclude in cost proposal
PR-R22Delivers year-end processing (to agencies and individuals) and reporting.CriticalInclude in cost proposal
PR-R27Supports multiple job and pay rate scenarios - if Yes, describe in the Comments section how jobs and rates are assigned to employees in core HR and/or workforce management (WFM), how employees indicate hours worked for each job, where hours-to-gross is calculated, and how job, pay and hours are reflected in pay history.CriticalInclude in cost proposal
PR-R28Supports pro-rated pay increases based on effective date — i.e., the increase occurs in the middle of a pay period (pro-rated allowances and deductions).CriticalInclude in cost proposal
PR-R29Can support arrears processing for deductions not taken in a given pay period - If Yes, describe in the Comments section existing configuration options for reclaiming deductions in arrears.CriticalInclude in cost proposal
PR-R30Includes ability to void payments - if Yes, describe in the Comments section how payments are voided and the impact on quarter-to-date (QTD) earnings and deductions.CriticalInclude in cost proposal
PR-R31System includes data accumulators for earnings, deductions and taxes. - if Yes, please indicate in the Comments section how this is accomplished (e.g., stored in specific data elements or derived on request), the options for defining accumulators, and the effect of employee transfers between legal entities.CriticalInclude in cost proposal
PR-R34Supports special earnings scenarios such as gross-up pay and zero net gross-up.CriticalInclude in cost proposal
PR-R36Supports garnishment processing - if Yes, describe in the Comments section, including any limits to the number of active garnishments, tracking of garnishment priority and process, and options for reimbursement.CriticalInclude in cost proposal
PR-R37Handles the implications of U.S. domestic partner status for health benefits premium deductions.Optional$0.00
PR-R38Flags all allowances that exceed the preset limits.CriticalInclude in cost proposal
PR-R39Reflects retroactive pay adjustments in current pay, as well as in job/salary history and pay history.CriticalInclude in cost proposal
PR-R40Notifies administrators if mandatory deductions reduce employee pay below minimum wage (as per the U.S. federal and state minimum wage requirements).CriticalInclude in cost proposal
PR-R41Maintains taxing authorities (country, state/province, local) - if Yes describe in Comments, including the involvement of any third-party software or solution providers.CriticalInclude in cost proposal
PR-R42Accommodates job transfers and/or home address changes that alter/adjust the relevant taxing authorities.CriticalInclude in cost proposal
PR-R43Supports tax overrides or one-time tax adjustments.CriticalInclude in cost proposal
PR-R44System provides an absence program to allow for a percentage adjustment to salary — e.g., 1/30 of the total monthly salary to be deducted for each and every day of the unauthorized absence (the formula should be user defined).Desirable$0.00
PR-R45Supports the termination process, including any ability to enter future-dated termination dates without affecting current payroll.CriticalInclude in cost proposal
PR-R46Supports payroll Integration to third-party systems (feeding payroll information to various third-party providers every pay period — e.g., to 401(k) or pension providers - if Yes, describe in the Comments section your payroll interface capabilities.CriticalInclude in cost proposal
PR-R47Handles remittance to third parties for such payments as garnishments and child support, including any partnerships/integration with outsourced providers of this capability.CriticalInclude in cost proposal
PR-R48Provides tools to monitor the payroll processing cycle.CriticalInclude in cost proposal
PR-R49Supports processing of one or more trial payroll runs without committing the results.Desirable$0.00
PR-R50Provides facility for including corrections and additions between each trial payroll run.Desirable$0.00
PR-R51Includes the option to commit any trial payroll run with the necessary approval.Desirable$0.00
PR-R54Provides Social Security validation.CriticalInclude in cost proposal
PR-R55Supports a single employee's net pay transfer to multiple bank accounts by percent of pay or set currency amount.CriticalInclude in cost proposal
PR-R59Includes a continuous payroll processing engine to optimize payroll load.CriticalInclude in cost proposal
PR-R60Supports iterative payroll processing by updating only the employees that are impacted by the changes.CriticalInclude in cost proposal
PR-R63Does solution provide the ability for Payroll to integrate with Time and Attendance systems.CriticalInclude in cost proposal
PR-R64Does system provide the ability to track 457 contributions and flag when employee has maxed out based on federal contribution limits?CriticalInclude in cost proposal
PR-R66Does system provide the ability to handle multiple pay cycles (bi-weekly/monthly)?CriticalInclude in cost proposal
PR-R67System should provide mass wage updates for primary and secondary assignments and corresponding reports to display the mass updatesCriticalInclude in cost proposal
PR-R68Does system have the ability to calculate payout shift differentials.CriticalInclude in cost proposal
PR-R70Does system provide employees the ability to view additional information for Reports/Payment Statement/Tax Statements/Deposit Forms using information icon.Desirable$0.00
PR-R71Does system have the ability to recognize when an employee works multiple task assignments at different pay rates and automatically and accurately documents and adjust an employee's new pay statement?CriticalInclude in cost proposal
PR-R72System allows management or payroll staff to adjust PTO, lunch deductions, or time card punches to assist in improving the accuracy of the employee payroll through manual intervention.CriticalInclude in cost proposal
PR-R73Does system provide the ability to process automatic lunch deductions?CriticalInclude in cost proposal
PR-R75System has the ability to differentiate between employee types, work grants and work rules.CriticalInclude in cost proposal
PR-R76Can the system accurately 'flex' between multiple funding sources?CriticalInclude in cost proposal
PR-R77Can the system accurately 'flex' between multiple work locations?CriticalInclude in cost proposal
PR-R78Does system provide the ability to modify pay rate mid pay period based on a specific effective date?CriticalInclude in cost proposal
PR-R80Does solution include a leave management system?CriticalInclude in cost proposal
PR-R82Does system provide the ability to schedule employees for additional shifts beyond their regular schedule?CriticalInclude in cost proposal
PR-R83Does system provide the ability for employees to access their schedule and shifts on their mobile phones?Optional$0.00
PR-R84Does system provide the ability for supervisors to access and update employees schedules and shifts on their mobile phones?Optional$0.00
PR-R86Does system provide the ability for Supervisors to view employee punches and schedules in real-time?CriticalInclude in cost proposal
PR-R90System has workflow functionality for on/off boarding an employee including necessary documentation, returning organizational property tracking, terminating facility access and calculation of final termination benefits and pay.Desirable$0.00
PR-R91Does solution flag for exceptions (e.g. late punch-ins, lack of manager approval, or no-show)?CriticalInclude in cost proposal
PR-R95Is solution all in one time & attendance, HR and payroll system?Desirable$0.00
PR-R96Does the solution allow an employee to enter vacation picks?Optional$0.00
PR-R97Does the solution provide workflow for approving vacation picks?Optional$0.00
PR-R98Does the solution allow a manager to schedule open shifts?Optional$0.00
PR-R99Does the solution allow a manager to document identified shift as overtime?Optional$0.00
PR-R103Does system allow for multiple pay and labor codes to be combined for a time punch (e.g. position code heavy equipment and pay code is overtime)?CriticalInclude in cost proposal
PR-R104Is labor code with overtime code, accurately reflected in pay statement and payroll reporting?CriticalInclude in cost proposal
PR-R106Does solution provide the payroll team the ability to adjust all pay due to mass wage updates(e.g. cost of living increase)CriticalInclude in cost proposal
PR-R111Does solution allow the real time tracking of time allocation based on different funding sources (grants, federal funding, state funding and special programs)?CriticalInclude in cost proposal
PR-R113Does solution provide the ability to track and manage accumulated comp time?CriticalInclude in cost proposal
PR-R114Does solution allow automatic payout of comp time if it is not used within a specified time frame?CriticalInclude in cost proposal
PR-R115System should be able to track and differentiate special payouts (e.g. shift differentials, bilingual differential, special assignment differential)CriticalInclude in cost proposal
PR-R116Does solution allow to reconcile and correct timecard discrepancies by automating the employee shift schedule and time worked?CriticalInclude in cost proposal
TIME & ATTENDANCE
TA-R6Can solution automatically update an employees time card to reflect an absence pay code status based on system approval workflow?CriticalInclude in cost proposal
WORKFORCE SCHEDULING
TA-R08Incorporates the ability for employees to exchange shifts. This may be a full shift or part of a shift (shift splitting)CriticalInclude in cost proposal
TA-R09The ability for managers to post open shifts.Desirable$0.00
TA-R10Enables employees to rate the shifts they have been scheduled to work. This information is usually fed back to the manager/supervisor.Optional$0.00
TA-R11Incorporates automated/prescriptive labor forecasting to align schedules to demand. The manager often retains the ability to fine-tune the final shift.Optional$0.00
TA-R12Allocates and tracks completion of tasks by employees.Optional$0.00
TA-R13Does solution provide real time accruals for PTO, A&S, vacation time and other absences?CriticalInclude in cost proposal
TA-R14Does solution provide a workflow process to request, approve and track absences such as A&S, FMLA ,Disability, PTO, etc.?CriticalInclude in cost proposal
TA-R15Solution provides ability for managers or employees to modify leave of absence status.CriticalInclude in cost proposal
TA-R16Solution provides notifications to managers and/or employees regarding leave of absence status reminders and changes.CriticalInclude in cost proposal
TA-R17Forecasts the required number of staffing hours for scheduling.Optional$0.00
TA-R18Estimates the salary cost of forecast staffing hours.Optional$0.00
TA-R19Enables long-term (+3 months) labor resource planning.Optional$0.00
TA-R20Tracks and determines the fatigue (tiredness) of employees. Can incorporate fatigue management into scheduling decisions.Optional$0.00
USABILITY
TA-R21A self-service mobile application designed for use by employees.CriticalInclude in cost proposal
TA-R22A self-service mobile application designed for use by managers. Enables managers to perform WFM related tasks via mobile devices.CriticalInclude in cost proposal
TA-R23A responsive interface that incorporates alerts and suggestions for both employees and managers.CriticalInclude in cost proposal
TA-R24A messaging function to support dissemination of information for managers/payroll.CriticalInclude in cost proposal
TA-R25Incorporates functions to automate administrative tasks, such as auto approval/denial of leave requests or time exception processing.Desirable$0.00
TA-R26Virtual assistants (VA) that interacts and interfaces with WFM users (employees, managers, and admins) via text/voice/push notifications.Optional$0.00
COVID-19 WFM FUNCTIONS
TA-R27Attestation-based health screening surveyOptional$0.00
TA-R28Thermal camera-based health screeningOptional$0.00
TA-R29Time & Attendance and/or Workforce Scheduling based contact tracingOptional$0.00
TA-R30Vaccine tracking and management as a condition of workforce schedulingOptional$0.00
TA-R31Office and/or facility bookingOptional$0.00
OTHER
TA-R32Presents WFM data and incorporates filters for managers.CriticalInclude in cost proposal
TA-R33Algorithms that detect and predict defined events and patterns. An example is an algorithm that detects potentially fraudulent behavior at the time clocks (buddy punching, etc.)Desirable$0.00
TA-R34Enables customers to incorporate their brand into the WFM.Desirable$0.00
TA-R35Provides mobile-based time entry (using Geo-fence and/or Bluetooth/Wi-Fi network beacons).CriticalInclude in cost proposal
System Requirement
PR-R88The solution includes a "Reason for Change" field from the employee compensation change form, position change form, information only, termination form which will be used to specify the new applicable rate for each employee.CriticalInclude in cost proposal
PR-R109Does the solution have geofencing capabilities?Desirable$0.00
PR-R110Does the system allow the customization of geofencing settings based on user groups or other parameters?Desirable$0.00
PR-R7Employees can be paid via an ePay card or Digital Wallet - if so, indicate in Comments if you deliver this natively or via partners.Desirable$0.00
PR-R57Provides embedded analytics to support decision making such as specific employee data like worked hours, late punches, FML hours, A&S, PTO, earned comp time.Desirable$0.00
PR-R61If you have other comments about the HCM solution’s payroll capabilities not otherwise addressed above, please briefly describe here in the Comments.Optional$0.00

HR

Req. No.HR RequirementsPrioritizationYes/NoCommentsHow is requirement solved?Additional cost for Separate Module, Customization, or 3rd party solution
CoreHR
CoreHR-R2Deliver HR statutory and customary compliance support for US Organization.CriticalInclude in cost proposal
CoreHR-R3System provides visualization (org chart, other) of the organizational structure, both hierarchical and matrixed.Desirable$0.00
CoreHR-R4Ability to model organizational restructuring, including visually displaying potential impact from an organizational structure, headcount and total compensation.Desirable$0.00
CoreHR-R5Ability to record changes to organizational structure by effective dates.CriticalInclude in cost proposal
CoreHR-R9System should automatically update the relevant data and provide audit trail when employee modifications are made(e.g. role, pay rate, manager).CriticalInclude in cost proposal
CoreHR-R10Supports a comprehensive person model in the application (e.g., tracks employees, contractors, alumni, beneficiaries, and/or other person types).CriticalInclude in cost proposal
CoreHR-R11Ability to support a person model in terms of a single individual being able to hold multiple person types simultaneously (i.e., employee, beneficiary and mentor).Desirable$0.00
CoreHR-R14Supports the concept of a “universal profile” — a single profile for all user information including, demographic, job reporting structure, interests and background, learning and performance activity, career paths/preferences, rewards. The universal profile also contains — if available in the system — social activity, peer feedback and volunteer activity.Desirable$0.00
CoreHR-R16Supports multiple concurrent reporting relationships views/structures (hierarchical, matrix, project, team, etc.).Desirable$0.00
CoreHR-R17Supports jobs and positions as separate data structures. Positions are equivalent to seats in the organization.Desirable$0.00
CoreHR-R18Ability to maintain details of special groups (secondment, special task, external casting or other) similar to ordinary employees or as defined by users.CriticalInclude in cost proposal
CoreHR-R19Supports a person being in multiple concurrent/shared positions, and can it track multiple position attributes about that person (including multiple pay rates, overtime rules and multiple managers).CriticalInclude in cost proposal
CoreHR-R20Enable the deployment of “partial” position management across the organization.CriticalInclude in cost proposal
CoreHR-R21Supports the concept of roles. That is, a person may not only be in one or more positions, but may also have one or more roles associated with each of those positions.CriticalInclude in cost proposal
CoreHR-R22Does system allow the delegation of tasks in absence of other employeesCriticalInclude in cost proposal
CoreHR-R23Supports position management including the ability to manage budget details (FTE count, average straight time hourly rate) by position.Desirable$0.00
CoreHR-R24Ability to define all or parts of the organization as subject to “position control,” where positions must be budgeted and approved in order for replacements and/or new (ability to) positions to be filled.Desirable$0.00
CoreHR-R25Supports multiple detailed job competency models (e.g., behaviors, behavioral anchors, interview questions, developmental options) across functions.Desirable$0.00
CoreHR-R27Allows managers to view and update employee information for which they have security rights.CriticalInclude in cost proposal
CoreHR-R28Does system provide the HR, Payroll end users the ability to customize their HR or payroll view.Desirable$0.00
CoreHR-R29Does system provide the capability to view/display forms submitted related to an employee.CriticalInclude in cost proposal
CoreHR-R30Provides mobile accessibility for employees and managers.Desirable$0.00
CoreHR-R32Ability to customize and modify workflow that allows the creation of different levels of approval as needed, varying by transaction, and which may vary by business unit/other org structure.CriticalInclude in cost proposal
CoreHR-R33Ability to manage cross-application workflows to certain HR events (e.g., new hire) that triggers events in downstream systems (e.g., facilities, service desk).CriticalInclude in cost proposal
CoreHR-R34Supports global expatriate assignments/secondments.Optional$0.00
CoreHR-R35Ability to define certain limits for any combination of job category, job or grade required.CriticalInclude in cost proposal
CoreHR-R36Supports employee relations — e.g., grievance tracking, warnings pips and disciplinary actions.CriticalInclude in cost proposal
CoreHR-R37Supports HR electronic document management. Describe the types of documents that can be managed in the Comments section.Desirable$0.00
CoreHR-R38Ability for users to attach related documents to the employee record to build a “virtual personnel file”Desirable$0.00
CoreHR-R39Solution integrates with recruiting tools to pull new-hire information and avoid rekeying data upon hire.CriticalInclude in cost proposal
CoreHR-R40Standard and audit reports included as part of the core HR solutionCriticalInclude in cost proposal
CoreHR-R41Offers ad hoc reporting tool (that enables users to quickly and easily build their own reports/dashboards).CriticalInclude in cost proposal
CoreHR-R42Provides benchmarking, metrics and other drill-down analytics.Desirable$0.00
CoreHR-R43Ability to track nonemployees (i.e., contingent workers including temporary, independent contractors, staffing agency workers, retirees).CriticalInclude in cost proposal
CoreHR-R44Supports the ability to track health and safety. Describe how this is tracked in the Comments section.Desirable$0.00
CoreHR-R45Ability to track worker participation in bargaining units, including bargaining unit rules by location and reporting required by the bargaining unit.CriticalInclude in cost proposal
CoreHR-R46Tracks work locations as a separate object/entity within the application. Describe how work locations are related to the organization structure and reporting relationships in the Comments section.Desirable$0.00
CoreHR-R47System provide the capability of tracking and managing the employment history and eligibility for rehire of seasonal employees.CriticalInclude in cost proposal
CoreHR-R48Does system provide the ability to track and update leave balances such as PTO, A&S leave, FMLA in real time.CriticalInclude in cost proposal
CoreHR-R50Supports social tagging/identification of competencies and skills (i.e., LinkedIn-style tagging of a peer’s competencies, the ability for peers to add new competencies to another employee’s profile, etc.).Optional$0.00
CoreHR-R51Advanced analytics to dynamically infer competencies. For example, worker job history, job assignments or past work experience.Desirable$0.00
CoreHR-R52Supports global data privacy requirements.CriticalInclude in cost proposal
CoreHR-R53Integrated with a conversational UI (virtual assistant/chatbot).Optional$0.00
HR Service Management (HRSM)
HRSM-R4Does system allows for automatic data transfers throughout the year including during open enrollment.CriticalInclude in cost proposal
HRSM-R5Does system allow terminated employees the limited access to HRIS system after their employment ends?CriticalInclude in cost proposal
HRSM-R6System should be able to upload/import/list termination reasons.CriticalInclude in cost proposal
HRSM-R8System allows a designee in the event of an absence or unavailability of a manager.CriticalInclude in cost proposal
HRSM-R11Solution provides the ability to set pre hire effective date.CriticalInclude in cost proposal
HRSM-R14User admins can configure self-service workflows without vendor support - If No, describe the degree of vendor involvement needed in Comments.CriticalInclude in cost proposal
HRSM-R15Does solution provide self-service help portal and knowledgebase for employees/managers?CriticalInclude in cost proposal
HRSM-R17Does solution provide a natively developed HR case management tool? If no, Does solution integrate with a third party application, please describe in comment section.Desirable$0.00
HRSM-R18Supports transition management — i.e., onboarding, life and other work events - if Yes, describe if this is a natively developed tool or integrated with a third-party tool, and if so, which one.CriticalInclude in cost proposal
HRSM-R19Includes service level agreement (SLA) enforcement - if Yes, describe if this is a natively developed tool or integrated with a third-party tool, and if so, which one.Optional$0.00
HRSM-R20Offers a business process management (BPM) tool - If Yes, describe if this is a natively developed tool or integrated with a third-party tool, and if so, which one.Optional$0.00
HRSM-R21Includes eSignature functionality - If Yes, describe if this is a natively developed tool or integrated with a third-party tool, and if so, which one.Desirable$0.00
HRSM-R22Includes (either natively or via integration) with a conversational UI (virtual assistant/chatbot) - If Yes, describe your existing capability/roadmap in the Comments section.Optional$0.00
HRSM-R23Provides embedded analytics to support decision making - if Yes, describe in detail your HR service management reporting and analytics capabilities in the Comments section.Desirable$0.00
HRSM-R24Does system provide the ability to filter the data within report and export filtered reports?CriticalInclude in cost proposal
HRSM-R25Does system have the ability to send employee notifications?CriticalInclude in cost proposal
HRSM-R26Does system have the ability to send email notifications to specific user groups?CriticalInclude in cost proposal
HRSM-R27Does system provide a tracking mechanism for worker's compensation and leave of absence?CriticalInclude in cost proposal
Benefits Admin
BA-R04Is the system capable of supporting active enrollment options?CriticalInclude in cost proposal
BA-R05Is the system capable of supporting passive enrollment options?Desirable$0.00
BA-R06System provides the capability to choose dependents during open enrollment.CriticalInclude in cost proposal
BA-R08Does system provide the ability to customize enrollment questions (e.g. smoker status)?CriticalInclude in cost proposal
BA-R11Does system have the ability to modify employee group benefits in bulk?CriticalInclude in cost proposal
BA-R13Does solution provide customized data extract formats for providers (e.g., medical, dental, life)?CriticalInclude in cost proposal
BA-R14Does solution have mobile device capabilities for employees.Desirable$0.00
BA-R18Does system have the ability to track retirees and their benefits?CriticalInclude in cost proposal
BA-R19Ability to determine eligibility for retirees to participate in various benefit plans, including configuration options by organization or other criteria.CriticalInclude in cost proposal
BA-R20Does the system support domestic partner health benefits?Desirable$0.00
BA-R21Handles income replacement plans (such as all types of life insurance, short-term disability, long-term disability), including any support of age-related premiums for employer and employee.Desirable$0.00
BA-R22Supports other benefit plan types such as tuition reimbursement, transit or supplemental benefits.Desirable$0.00
BA-R24Accommodates benefit deductions not taken and common rules/options for arrears processing.Desirable$0.00
BA-R25System kicks off a workflow to automatically update the allowances/benefits upon recognizing a change in an employee’s/dependent’s status.CriticalInclude in cost proposal
BA-R26Restricts benefits to employees based on their employment status (e.g., serving notice period).CriticalInclude in cost proposal
BA-R27Calculates termination benefits (end-of-service benefits) according to specified rules and policies and local labor law.CriticalInclude in cost proposal
BA-R28Prioritizes benefits, identifying the order in which deductions will be taken from an employee’s gross pay (e.g., legal deductions taken first, health insurance second, savings third).CriticalInclude in cost proposal
BA-R32Does system provide a tool to assist employees with additional information like a help icon?Optional$0.00
BA-R34Does system provide communications (e.g. email/text) to employees for Open Enrollment, benefit changes, or renewals?Desirable$0.00
BA-R35Does system determine and track the eligibility based on PPACA requirements?CriticalInclude in cost proposal
BA-R37Includes tools or processes to support benefit self-billing.Desirable$0.00
BA-R38Provides embedded analytics to support decision making - If yes, describe in detail your benefits administration reporting and analytics capabilities in the Comments sectionOptional$0.00
BA-R39Integrated with or includes a conversational UI (virtual assistant/chatbot) - If yes, describe your existing capability/roadmap in the Comments section.Optional$0.00
Talent Acquisition Functional Requirements
HRTA-R02Maintain complete history of activities (call logs, etc.) with notes relating to interactions with candidatesCriticalInclude in cost proposal
HRTA-R03System provides historical report of all communications between HR representative and candidate.Desirable$0.00
HRTA-R04Track and alert which candidates have applied for multiple job openings in an organization and their selection status(pass or fail) along with the reasonCriticalInclude in cost proposal
HRTA-R05Does system have the ability to allow candidate to update online applicationCriticalInclude in cost proposal
HRTA-R06Automatic e-mail to Manager when applicant changes online applicationDesirable$0.00
HRTA-R07Automatic e-mail to candidates at predetermined intervals inviting them to update contact dataDesirable$0.00
HRTA-R08Set up special newsletters for targeted groups (for outside mailing lists as well as candidates already in database)Optional$0.00
HRTA-R09Set follow-up remindersDesirable$0.00
HRTA-R10View a candidate summary with options to see more or less detailDesirable$0.00
HRTA-R11Job skills database of existing employeesDesirable$0.00
HRTA-R12Sort candidates by specific data columns and rank candidates by skill matchDesirable$0.00
HRTA-R13Directly send personal messages about an open position to targeted people on LinkedIn, Facebook, Twitter, etc.Optional$0.00
HRTA-R14Supports virtual career fairsOptional$0.00
HRTA-R15View employment status of candidatesOptional$0.00
HRTA-R16Include file attachments for clarificationDesirable$0.00
HRTA-R17Search repository of all applicantsCriticalInclude in cost proposal
HRTA-R18Proactive communication with profiled candidates (e.g., announce new positions of interest, company news, campus recruitment)Optional$0.00
HRTA-R19Automated outreach capability: sourcing/candidate personasOptional$0.00
HRTA-R20Employer branding campaignsOptional$0.00
HRTA-R23Does solution allow for formatting of text with a job posting?CriticalInclude in cost proposal
HRTA-R24Does the system provide the capability to import existing job postings?CriticalInclude in cost proposal
HRTA-R25Does the system provide the capability to export job postings in either word or pdf formats?CriticalInclude in cost proposal
Career Site Capability
HRTA-R26Does solution have the ability to post job to multiple external job boards(colleges, workforce development, paid job boards)Desirable$0.00
HRTA-R27Control of site "look and feel"Desirable$0.00
HRTA-R28Career site content management toolsDesirable$0.00
HRTA-R29Social media integrationDesirable$0.00
HRTA-R30Communication and candidate correspondence management.Desirable$0.00
HRTA-R31Search and review open positions on employment website (by function, location, keyword, etc.).CriticalInclude in cost proposal
HRTA-R32Create and save a profile for future consideration.Desirable$0.00
HRTA-R33Different resume/CV forms for different types of candidates (external, internal, employee referral, agency, etc.).Optional$0.00
HRTA-R34Candidate can apply first and create an account later.Optional$0.00
HRTA-R35Allow candidate to store resume/CV for future use.Optional$0.00
HRTA-R36Allow candidate to store more than one resume/CV.Desirable$0.00
HRTA-R37Candidate can update resume/CV or profile after creation.Desirable$0.00
HRTA-R38Online resume/CV builder.Desirable$0.00
HRTA-R39Allow candidate to e-mail a job to a friend.Desirable$0.00
HRTA-R40Apply to multiple positions with single resume/CV submission.Desirable$0.00
HRTA-R42Candidates can get on-line assistance when applying or creating their profile.Optional$0.00
HRTA-R43Prescreen questions to assist candidates in self-selection process (i.e., skills requirements)Optional$0.00
HRTA-R44Candidates can view their application status (i.e., reviewed, not reviewed, does not meet minimum qualifications)Desirable$0.00
HRTA-R45Solution has the ability to provide workflow status of a candidate's application process (e.g. application, interview, job offer, acceptance timeline).CriticalInclude in cost proposal
HRTA-R46Candidate portal allows candidates to track different stages of the recruiting processDesirable$0.00
HRTA-R47Candidates can set criteria for automatic notifications of new positions that fit their interestDesirable$0.00
HRTA-R48Extract and parse data from candidate resume/CV submissionCriticalInclude in cost proposal
HRTA-R49Allow employees to track progress of their referral submissions via automated emailsOptional$0.00
HRTA-R50Duplicate checking to inform employees if their referral is already in the databaseOptional$0.00
HRTA-R51Designate "hot" jobs for prominent exposure.Desirable$0.00
HRTA-R52Identify, merge and version duplicate resume/CV submissions.Desirable$0.00
HRTA-R53Send automated e-mails to the candidate to obtain applicant tracking information.Desirable$0.00
HRTA-R54Does system provide the ability to send standard or customizable notifications to candidates and relevant parties on change of application status?CriticalInclude in cost proposal
HRTA-R55Does the system have the capability to send email notifications to job candidates?CriticalInclude in cost proposal
HRTA-R56Does the system allow for customization of email notifications to job candidates?CriticalInclude in cost proposal
HRTA-R57Auto response to candidates upon submission (personalized) on receiving application or profileCriticalInclude in cost proposal
HRTA-R58Auto response to candidates upon submission (personalized) during selection processCriticalInclude in cost proposal
REQUISITIONS
HRTA-R59Does system provide options to post requisitions for internal employees only as well as internal and external candidatesCriticalInclude in cost proposal
HRTA-R60Assign prescreening questions to requisitionsDesirable$0.00
HRTA-R61Route prescreened candidates to hiring manager/recruiter for immediate actionDesirable$0.00
HRTA-R62Route requisitions through defined approval process (multiple levels of approval, intelligent routing)CriticalInclude in cost proposal
HRTA-R63Approve requisitions without logging in to ATS (e.g., e-mail approval)Desirable$0.00
HRTA-R64Search database of existing candidates for matches (recruiters)CriticalInclude in cost proposal
HRTA-R65Intelligent matching of requisition requirements to resumes/CVsOptional$0.00
HRTA-R66Search candidates by application status (responded, screened, interviewed, etc.)Desirable$0.00
HRTA-R67Post to employment website automaticallyCriticalInclude in cost proposal
HRTA-R68Post to external job boards directlyDesirable$0.00
HRTA-R69Post to diversity, industry/job-specific and other specialized job boards, directly from user interfaceDesirable$0.00
HRTA-R70Post rules that allow sending of all jobs to some boards, and only specialized jobs to niche boardsDesirable$0.00
HRTA-R71No additional transaction fee beyond job board costDesirable$0.00
HRTA-R72Update changed requisitions to job board automaticallyDesirable$0.00
HRTA-R73Templates for posting similar jobs, as opposed to posting from scratchCriticalInclude in cost proposal
HRTA-R74Does solution provide capabilities for templating different job postings based on different job types?CriticalInclude in cost proposal
HRTA-R75Does the system allow for supplemental questions to be added to a application template?CriticalInclude in cost proposal
HRTA-R76Match the look of job postings to corporate siteDesirable$0.00

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