4-Appendix A Functional Capabilities Matrix.xlsx

This document is a Functional Capabilities Matrix for a Human Capital Management (HCM) Platform procurement by Montgomery County, Pennsylvania. The matrix outlines 20+ core functional requirements across HR domains including core HR, payroll, time and attendance, benefits, recruiting, onboarding, performance management, compensation, reporting, compliance, integrations, security, and accessibility. Requirements are categorized by priority level—Must, Should, or Nice-to-Have—with vendors required to indicate whether capabilities are available out-of-box (OOB), through configuration (Config), via extension/customization (Ext), through third-party solutions (3rd), or not available (N/A). The matrix includes references to four demonstration scenarios (Hire-to-Start, Manager & Employee Self-Service, Payroll & Time, and Analytics & Compliance) for planning purposes only.

Must-have requirements include position management with budgeting and FTE control, mobile self-service capabilities for employees and managers, multi-state payroll processing with garnishments and year-end tax reporting, complex time and attendance features with overtime and shift differential support, benefits administration with EDI 834 carrier integration, structured recruiting with requisitions and assessments, I-9 and E-Verify integration for onboarding, performance management with cascading goals and calibration, merit and bonus planning with budget controls, prebuilt and ad-hoc reporting with scheduling, EEO-1 and ACA compliance reporting, REST APIs and webhook integrations, role-based access control with SSO capabilities, and WCAG 2.2 accessibility compliance. Additional should-have and nice-to-have requirements are referenced but not detailed in the provided excerpt.