Add 1 EXH 1.pdf

Client Intake - CCWA Format Section/ Item Response Detail 1 Response Detail 2 Response Detail 3 holde r

1 1 Current HR Technology Stack Cost and Contract Expiration/ Notice Period Details Name (software name) for Legacy System Annual Cost for Legacy System

Contract End Date or Required Notice Period

2 3 Finance/Accounting System (for payroll journal entry interface) JD Edwards n/a n/a

3 3 Do you use SSO (single sign-on)? If yes, what software?

(e.g., Okta, Azure AD (now Entra) n/a n/a

4 3 Benefits System and/or Administrator Employee Navigator / JD Edwards no cost no cost 5 3 Compensation Planning None (3 year surveys external consultant) n/a n/a 6 3 Core HR - Human Capital Management JD Edwards 92000 n/a

7 3 Learning

BizLibrary 31556 6/4/2025, written notice at least 90 days prior to the anniversary date of the effective date.

8 3 Onboarding/ Offboarding Revver 18000 n/a 9 3 Payroll JD Edwards 47000 n/a

10 3 Recruiting/ ATS

Talent Pool Builder 10752 Month to month, requires 3 month cancellation notice.

11 3 Employment verification and/or drug screening services? internal/ Peachtree Occupational Med n/a n/a 12 3 Reporting & Analytics Insight - JDE 55000 n/a 13 3 Succession Planning internal training team no cost n/a 14 3 Talent/ Performance Management Trakstar 17900 12/10/2024 15 3 Time Management (Absence, LOA, Time, Scheduling, etc.) JD Edwards 10000 annually

16 1 Functionality/SKUs in Scope Yes, Future Option, No (never) No Additional Details Needed No Additional Details Needed

17 3 Benefits Yes N/A N/A 18 3 Compensation Planning (Merit, COLA, Bonus, Step Increases, etc.) Yes N/A N/A 19 3 Core HR - Human Capital Management (Employee Record Mgmt) Yes N/A N/A 20 3 HR Service Management no N/A N/A 21 3 Learning Yes N/A N/A 22 3 Onboarding/ Offboarding Yes N/A N/A 23 3 Payroll Yes N/A N/A 24 3 Reporting & Analytics Yes N/A N/A 25 3 Recruiting/ ATS Yes N/A N/A 26 3 Self-service Portal (Employee and Manager) Yes N/A N/A 27 3 Talent/ Performance Management (Succession, Discipline, Reviews, etc) Yes N/A N/A 28 3 Time Management (Absence, LOA, Time, Scheduling, etc.) Yes N/A N/A

29 1 Functionality/SKUs in Scope Respond Accordingly No Additional Details Needed No Additional Details Needed

30 3 What business strategies are driving this HR transformation? efficiency and automation; cloud bases employee self service capabilities seamless processes and integration of systems n/a

31 3 Beyond software, what are you looking for from a strategic HR system partner? efficiency and automation N/A N/A 32 3 What are your Key growth objectives over the next 2-3 years? n/a N/A N/A 33 3 How does the company plan to achieve these Key growth objectives? n/a N/A N/A 34 3 How much time is HR spending per month on HR administrative work? 120+ hours a month N/A N/A

35 1 Details needed for SI partners to price their work: Respond Accordingly No Additional Details Needed No Additional Details Needed

36 2 Recruiting Respond Accordingly N/A N/A

37 3 Number of career sites (e.g. LinkedIn & Indeed, and 1 PML External Career Site) 1 N/A N/A

38 3 Are Candidate questionnaires/evaluations required Yes N/A N/A

39 3 Number of offer letter templates (e.g., how many offer letter templates to cover all job types/levels/countries) 1 N/A N/A

40 3 Do you have seasonal employees or as needed employees?

If so, what process do you use to hire/account for them? Yes N/A N/A

41 2 Onboarding Respond Accordingly N/A N/A

Number of new hire processes (e.g., one for hourly and one for salary) (e.g. one global process that covers all job types, different processes by region or country, or role/job type) One global process N/A N/A

43 3 Number of job change processes (e.g., internal hire, inpat/expat, promotion, etc.) 6 N/A N/A

44 2 HR Core Respond Accordingly N/A

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45 3 Number of current 'REGISTERED' Legal Entities 2 N/A N/A 46 3 Number of in-process or future Legal Entities 1 N/A N/A

47 3 Total headcount (inclusive of part-time, full time, hourly, salary, and global if applicable)

459 Active Positions 419 - Current Employee Count N/A N/A

48 3 Total FUTURE FORECASTED headcount NEW HIRES in next 3 yrs (inclusive of part-time, full time, hourly, salary, and global if applicable) 40 N/A N/A

49 3 Total number of hourly employees 303 N/A N/A 50 3 Total number of salary employees 116 N/A N/A 51 3 Total # of Expats/Inpats (only applicable for global companies) n/a N/A N/A 52 3 Number of Unions/CBAs n/a N/A N/A

53 3 Number of non-paid employees (e.g., contractors, board members, interns, etc.) none N/A N/A

54 3 Do you currently use Position Management? If not, is there an interest to in the future? Yes N/A N/A 55 3 Do you have any matrix organization structures? (Indirect reporting relationships) no N/A N/A 56 3 What is your employee turnover %? 10% N/A N/A

57 2 Time & Absence Respond Accordingly N/A N/A

58 3 Number of leave plans (e.g., STD, FMLA, Sabatical, Personal, Parental) 11 N/A N/A

59 3 Number of ACCRUAL absence plans 2 N/A N/A 60 3 Number of NON-ACCRUING absence plans 9 N/A N/A 61 3 Do you have accruals that vary based on the day or month the employee is hired? No N/A N/A

62 3 Number of holiday calendars * enter number of calendars (e.g., one global, per region, per country, per plant) One N/A N/A

Do you use physical timeclocks?

If yes, how many?

If yes, do you own them or rent them? yes; own N/A N/A

64 3 Number of unique work schedules N/A N/A 65 3 Number of time groups N/A N/A 66 3 Number of time entry codes 41 N/A N/A 67 3 Number of time entry validations N/A N/A 68 3 Are split cost center allocations used? No N/A N/A 69 3 Do you have shift differentials? Yes N/A N/A 70 3 Where do the exempt employees record vacation/sick time? JD Edwards N/A N/A 71 3 Is FMLA tracked in HR or time? Both N/A N/A 72 3 What system is vacation currently tracked in? JD Edwards / Sharepoint N/A N/A 73 3 Briefly Describe How You Track Vacation Time manually N/A N/A 74 3 Do you have sick time? If you have sick time how do you track it? JD Edwards / Sharepoint N/A N/A

75 3 Briefly describe any rules you operate on carryover accrual balances from prior years, including if there are different rules for different employee groups. manually N/A N/A

76 3 How do you manage leaves today?

How many leave types do you have (maternity, paternity, etc)? JD Edwards / Sharepoint N/A N/A

77 3 Who has to enter time worked?

(e.g., all hourly, all salaried, different by job code/dept/location, etc.)? Both N/A N/A

Do employees have to record time against projects in your time keeping system or in a separate projects system? If employees have to record time against projects who would have to record time against projects (hourly, salary, depends on role)? Yes N/A N/A

79 2 Payroll Respond Accordingly N/A N/A 80 3 How many state tax jurisdictions? 1 N/A N/A 81 3 How many local tax jurisdictions? 0 N/A N/A

82 3 Number of Pay Cycles (and types) (E.g. bi-weekly, monthly, weekly) 2 N/A N/A

83 3 Number of Pay Groups 3 N/A N/A

84 3 Payroll frequency - Do you have weekly payrolls?

If yes, include number of employees on this payroll cycle. No N/A N/A

85 3 Payroll frequency - Do you have bi-weekly payrolls?

If yes, include number of employees on this payroll cycle. Yes - 419 N/A N/A

86 3 Payroll frequency - Do you have monthly payrolls?

If yes, include number of employees on this payroll cycle. Yes - 7 N/A N/A

87 3 Payroll frequency - Do you have semi-monthly?

If yes, include number of employees on this payroll cycle. No N/A N/A

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88 3 Number of off-cycle ad-hoc payrolls per month. 3 to 5 N/A N/A 89 3 Number of FTU (full-time employees) that process payroll 1 N/A N/A

90 3 How are you tracking FMLA (Family & Medical Leave Act) today?

If using a company, please list the company? Third-Party Vendor N/A N/A

91 3 How are you doing ACA (Affordable Care Act) today?

If using a company, please list the company and confirm if it fully managed finish to start? Third-Party Vendor N/A N/A

92 3 What are your average number of garnishment deductions per month? N/A N/A 93 3 What % of your employees are on direct deposit? 98.8 N/A N/A

94 2 Benefits Respond Accordingly N/A N/A

Number of benefit plans Medical - 4 Dental - 1 Vision - 1

HSA - 2

Flex - 3 (Employee Health, Dep Care, & Limited Purpose) Disability - 2 (Short-term & Long-term) Group Life - 1 (Employee Life & Dependent Life) Voluntary Life - 1 Long-Term Care Universal Life - 1 Group Accident - 1 Group Critical Illness - 1 457b Deferred Comp - 1 Roth - 1 Pet Insurance - 1 Pension - 1 N/A N/A

96 3 Number of benefit groups 4 N/A N/A 97 3 Number of contracted benefit carriers/providers 9 N/A N/A

98 3 List all contracted benefit carriers/providers Anthem, Kaiser, MetLife, Wex, Greater Georgia Life, Nationwide

Retirement Solutions, Nationwide, Clayton County BoC, Trustmark N/A N/A 99 3 Who do you use for COBRA Administration? Wex N/A N/A

100 3 Do you Have Grand-fathered or Frozen benefit Rates for Groups of Employees? No N/A N/A 101 3 Do any terminated employees still receive paid benefits? Yes N/A N/A

102 2 Advanced Compensation Respond Accordingly N/A N/A

103 3 Single comp review process, or different by each plan.

If different, please add details Single N/A N/A

104 3 Number of bonus plans 0 N/A N/A 105 3 Number of merit plans 1 N/A N/A 106 3 Number of stock plans 0 N/A N/A

107 2 Learning Respond Accordingly N/A N/A 108 3 Number of topics 80 + N/A N/A 109 3 Number of instructors 19 N/A N/A 110 3 Number of audiences 419 N/A N/A 111 3 How many course/topic specific security groups 0 N/A N/A

112 1 Data Conversion Scope (History to convert: e.g., Top of Stack, 1 year, 3 year, 7yr) Legacy System Name How much to convert

(current, 1yr, 3yr, 7yr) N/A

113 2 HR Core How much to convert

(current, 1yr, 3yr, 7yr) N/A

114 3 Employee status history N/A 115 3 Job history N/A

116 2 Payroll Legacy System Name How much to convert

(current, 1yr, 3yr, 7yr) N/A

117 3 Pay changes/history N/A 118 3 W2s, annual pay forms N/A 119 3 Paystubs N/A

120 2 Recruiting Legacy System Name How much to convert

(current, 1yr, 3yr, 7yr) N/A

121 3 Applicant data N/A 122 3 Open requisitions N/A 123 3 Resumes N/A

124 2 Performance Legacy System Name How much to convert

(current, 1yr, 3yr, 7yr) N/A

125 3 Review history - ratings (just scores) or detailed review history N/A

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126 2 Learning Legacy System Name How much to convert

(current, 1yr, 3yr, 7yr) N/A

127 3 Employee learner history/certifications N/A

128 2 3rd Party Documents Legacy System Name How much to convert

(current, 1yr, 3yr, 7yr) N/A

129 3 Brining over 3rd party documents (EE forms, canidate resumes, profile pics via conversion, etc.) N/A no

N/A

130 1 Annual Company Initiatives for Go-Live Date Consideration Start Date (date range is fine) End Date (date range is fine) N/A

131 2 Benefits Start Date (date range is fine) End Date (date range is fine) N/A

132 3 Open Enrollment period: Late March Early April N/A 133 3 Benefits Effective Date: May 1st April 30th N/A

134 2 Performance & Compensation Start Date (date range is fine) End Date (date range is fine) N/A

135 3 Performance review annual cycle: Based on Hire Date N/A 136 3 Compensation changes effective dates: May 1st N/A 137 3 Promotions effective date: Pay Period Begin Date N/A

138 2 Timeline and Implementation Target Details Implementation Start Date Implementation Go Live Date N/A

139 3 ‘Target’ Implementation Dates N/A

140 3 Planned 'BIG BANG' (all modules live at one time) or 'PHASED' implementation and go lives

N/A

141 1 OPTIONAL SERVICE DETAILS Respond Accordingly No Additional Details Needed No Additional Details Needed

Change Management Services for implementation, stabilization, and/or adoption (or handling in-house).

If yes, include end user training or only want templates for guidance

143 3 List client Staff Augmentation for HCM implementation (e.g.. Project Manager, HR/Recruit/Payroll Lead, Data Conversion Analyst, Testing Lead)

144 3 Outsourced Payroll Managed Services post go live

Outsourced Application System Support Services post go live (e.g., system admin support; release help, report creation, integration changes, configuration changes, etc.)

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