Appendix B-PeopleSoft Human Capital Management Requirements.xlsx
XLSX spreadsheet 14 KB Posted
- Attached to
- REQUEST FOR PROPOSAL; HMIS RFP# 378136 REV. 04
- Solicitation number
- 378136
- Issued by
-
Department of Energy
About this file
Appendix B-PeopleSoft Human Capital Management Requirements.xlsx is a detailed technical requirements spreadsheet for a PeopleSoft Enterprise Resource Planning implementation project for Hanford Mission Integration Solutions, LLC (HMIS). The document appears to outline specific technical and functional requirements for Human Capital Management and Human Resources modules, likely serving as a critical reference document for potential bidders on Solicitation Number 378136.
The related federal contract opportunity involves a Request for Proposal (RFP) for professional services supporting the Hanford Mission Essential Services Contract with the U.S. Department of Energy's Richland Office. Key procurement dates include: Intent to Bid due by June 18, 2025, a remote pre-proposal conference on June 23, 2025, technical questions due by June 26, 2025, and proposal submissions due by July 3, 2025. The contract includes a base year and one option year, with project presentations scheduled between July 21-30, 2025, and will require comprehensive proposal submissions including proposed costs for the specified performance periods.
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Sheet1 Requirement # Priority A-Must Have B-Nice to Have
| C-If time allows or low effort is required | Requirement | PeopleSoft Module Additions | Comments | |
| 1 | A | The implementor shall advise and assist with full implementation of newly licensed ePerformance module with input from customer | PeopleSoft Enterprise ePerformance | |
| 2 | A | The implementor shall advise and assist with set up of generating evaluations using ePerformance | PeopleSoft Enterprise ePerformance | |
| 3 | A | The implementor shall advise and assist with set up of defining evaluation criteria using ePerformance | PeopleSoft Enterprise ePerformance | |
| 4 | A | The implementor shall advise and assist with set up of tracking employees progress using ePerformance | PeopleSoft Enterprise ePerformance | |
| 5 | A | The implementor shall advise and assist with set up of reviews, manage reviews, and feedback using ePerformance | PeopleSoft Enterprise ePerformance | |
| 6 | A | The implementor shall advise and assist with set up of manager/mentor evaluation review and the approval processes using ePerformance | PeopleSoft Enterprise ePerformance | |
| 7 | A | The implementor shall advise and assist with set up of administrative tasks such as entering preliminary ratings | PeopleSoft Enterprise ePerformance | |
| 8 | A | The implementor shall advise and assist with set up of administrative tasks such as entering preliminary ratings, transfering, reopening, canceling and deleting documents | PeopleSoft Enterprise ePerformance | |
| 9 | A | The implementor shall advise and assist with set up to capture work experience, training, certificates, employee Relations Issues, Exit data | PeopleSoft Enterprise ePerformance | |
| 10 | A | The implementor shall advise and assist with set up of tracking of historical employee relations and performace activity such as disciplinary actions, improvement plans, performance objectives (goals) | PeopleSoft Enterprise ePerformance | |
| 11 | A | The implementor shall advise and assist with set up of custom reporting, system notifications, and workflow management as nessicary per module. | PeopleSoft Human Resources | |
| 12 | A | The implementor shall advise and assist with set up of Security overhaul requirnments as supplied by customer ( data integrity per contractor) | PeopleSoft Human Resources | |
| 13 | A | The implementor shall advise and assist with full implementation of newly licensed Recruiting module with input from customer | PeopleSoft Enterprise Recruiting | |
| 14 | A | The implementor shall advise and assist with set up of Talent Acquisiton Manager (TAM) | PeopleSoft Enterprise Recruiting | |
| 15 | A | The implementor shall advise and assist with set up of internal processes of recruitment using PeopleSoft Ent Recruting (TAM) | PeopleSoft Enterprise Recruiting | |
| 16 | A | The implementor shall advise and assist with set up of job requisitions creation using PeopleSoft Ent Recruting (TAM) | PeopleSoft Enterprise Recruiting | |
| 17 | A | The implementor shall advise and assist with set up of candidate tracking using PeopleSoft Ent Recruting (TAM) | PeopleSoft Enterprise Recruiting | |
| 18 | A | The implementor shall advise and assist with set up of interview scheduling using PeopleSoft Ent Recruting (TAM) | PeopleSoft Enterprise Recruiting | |
| 19 | A | The implementor shall advise and assist with set up of offer management using PeopleSoft Ent Recruting (TAM) | PeopleSoft Enterprise Recruiting | |
| 20 | B | The implementor shall advise and assist with set up ability to review and electronically sign documents | PeopleSoft Enterprise Recruiting | |
| 21 | A | The implementor shall advise and assist with set up of eRecruit | PeopleSoft Enterprise Recruiting | |
| 22 | A | The implementor shall advise and assist with set up candidate facing portal using PeopleSoft Ent Recruting (eRecruit) | PeopleSoft Enterprise Recruiting | |
| 24 | A | The implementor shall advise and assist with set up candiate submital of applications using PeopleSoft Ent Recruting (eRecruit) | PeopleSoft Enterprise Recruiting | |
| 25 | A | The implementor shall advise and assist with set up candidate profiles using PeopleSoft Ent Recruting (eRecruit) | PeopleSoft Enterprise Recruiting | |
| 26 | A | The implementor shall advise and assist with set up Candidate Gateway using PeopleSoft Ent Recruting | PeopleSoft Enterprise Recruiting | |
| 27 | B | The implementor shall advise and assist with set up of disposition codes with input from customer | PeopleSoft Enterprise Recruiting | |
| 28 | A | The implementor shall advise and assist with set up of custom reporting, system notifications, and workflow management as nessicary per module. | PeopleSoft Enterprise Recruiting | |
| 29 | A | The implementor shall advise and assist with set up of PeopleSoft Enterprise eCompensation | PeopleSoft Enterprise eCompensation | |
| 30 | A | The implementor shall advise and assist with set up of Self Service funtionality using PeopleSoft Enterprise eCompensation | PeopleSoft Enterprise eCompensation | |
| 31 | A | The implementor shall advise and assist with set up of eCompensation to give the ability to manage and track compensation budgest and expenditures | PeopleSoft Enterprise eCompensation | |
| 33 | A | The implementor shall advise and assist with set up of eCompensation to track temporary salary increases, step increases. | PeopleSoft Enterprise eCompensation | |
| 34 | A | The implementor shall advise and assist with set up of eCompensation to track step job changes and certificates pays. | PeopleSoft Enterprise eCompensation | |
| 35 | B | The implementor shall advise and assist with set up a "total rewards" statement per customer guidelines (Total compensation including PTB balances/ accrural rates/ leave balances, sarlary, awards) | PeopleSoft Human Resources | |
| 36 | A | The implementor shall advise and assist with set up to be able to administer Annual, fiscal, monthly, bi weekly, weekly compensations within eCompensation | PeopleSoft Enterprise eCompensation | |
| 37 | A | The implementor shall advise and assist with set up to be able to administer merit, promotion, adjustmentes, bonus, incentives, awards or payouts within eCompensation | PeopleSoft Enterprise eCompensation | |
| 38 | A | The implementor shall advise and assist with set up for managers to allocate proposed changes to direct or inderect reports within eCompensation | PeopleSoft Enterprise eCompensation | |
| 39 | A | The implementor shall advise and assist with set up for managers to utalize workflow for approvals routings within eCompensation | PeopleSoft Enterprise eCompensation | |
| 40 | A | The implementor shall advise and assist with set up for managers to view compensations history and total rewards for employees within eCompensation | PeopleSoft Enterprise eCompensation | |
| 41 | A | The implementor shall advise and assist with set up for employees to access total rewards and compensations history within eCompensation | PeopleSoft Enterprise eCompensation | |
| 42 | A | The implementor shall advise and assist with set up of PeopleSoft Enterprise Succession Planning | PeopleSoft Enterprise Succession Planning | |
| 43 | A | The implementor shall advise and assist with set up of Talent Profiles within Succession planning | PeopleSoft Enterprise Succession Planning | |
| 44 | A | The implementor shall advise and assist with set up of Talent Profiles within Succession planning to maintain detailed profiles of employees, including Skills competencies, experience, career aspirations. Or as customer requirnments outline | PeopleSoft Enterprise Succession Planning | |
| 45 | A | The implementor shall advise and assist with set up of Talent Review within Succession planning | PeopleSoft Enterprise Succession Planning | |
| 46 | A | The implementor shall advise and assist with set up of Talent Reviews within Succession planning to facilitate talent review meetings to evaluate employee performance, potential, and readiness for advancement. Identify high-potential employees and assess their suitability for succession planning. Or as customer requirnments outline | PeopleSoft Enterprise Succession Planning | |
| 47 | A | The implementor shall advise and assist with set up of Succession Plans within Succession planning | PeopleSoft Enterprise Succession Planning | |
| 48 | A | The implementor shall advise and assist with set up of Succession Plans within Succession planning to create and manage succession plans for key roles within the organization. Identify potential successors and evaluate their readiness and development needs. | PeopleSoft Enterprise Succession Planning | |
| 49 | A | The implementor shall advise and assist with set up of Career Planning within Succession planning | PeopleSoft Enterprise Succession Planning | |
| 50 | A | The implementor shall advise and assist with set up of Career Planning within Succession planning Support employees in planning their career paths within the organization. Align employee career goals with organizational needs and succession plans. | PeopleSoft Enterprise Succession Planning | |
| 51 | A | The implementor shall advise and assist with set up of Development Planning within Succession planning | PeopleSoft Enterprise Succession Planning | |
| 52 | A | The implementor shall advise and assist with set up of Development Planning within Succession planning to Design and implement development plans to prepare employees for future roles. Track progress and outcomes of development activities. | PeopleSoft Enterprise Succession Planning | |
| 53 | A | The implementor shall advise and assist with set up of Performance Managment within Succession planning | PeopleSoft Enterprise Succession Planning | |
| 54 | A | The implementor shall advise and assist with set up of Performance Managment within Succession planning to Integrate with performance management systems (ePerformance) to ensure alignment between performance evaluations and succession planning. | PeopleSoft Enterprise Succession Planning | |
| 55 | A | The implementor shall advise and assist with set up of PeopleSoft Enterprise Benefits Administration | PeopleSoft Enterprise Benefits Administration | |
| 56 | A | The implementor shall advise and assist with set up of Benefits administration to automate eligibility checking and respond to Human Resource events that might affect benefits enrollment, based on your eligibility and event rules. | PeopleSoft Enterprise Benefits Administration | |
| 57 | A | The implementor shall advise and assist with set up of Benefits administration to administer multiple, simultaneous plan years, according to enrollment rules that you define. | PeopleSoft Enterprise Benefits Administration | |
| 58 | A | The implementor shall advise and assist with set up of Benefits administration to calculate benefit costs and coverage amounts independent of PeopleSoft Payroll for North America. | PeopleSoft Enterprise Benefits Administration | |
| 59 | A | The implementor shall advise and assist with set up of Benefits administration to define and process a variety of flexible credits, both general and plan-based. | PeopleSoft Enterprise Benefits Administration | |
| 60 | A | The implementor shall advise and assist with set up of Benefits administration to establish the foundation for implementing self-service enrollment using PeopleSoft eBenefits. | PeopleSoft Enterprise Benefits Administration | |
| 61 | A | The implementor shall advise and assist with set up of Benefits administration to define flexible spending account (FSA) information for employees. | PeopleSoft Enterprise Benefits Administration | |
| 62 | A | The implementor shall advise and assist with set up of Benefits administration to implement a savings plan monitor to reduce risk and non compliance | PeopleSoft Enterprise Benefits Administration | |
| 63 | A | The implementor shall advise and assist with set up of Benefits administration to create reporting functionality for tracking and monitoring different plan types per customer requirnments | PeopleSoft Enterprise Benefits Administration | |
| 64 | A | The implementor shall advise and assist with set up the ability to track and maintain all leave of absence information | PeopleSoft Human Resources | |
| 65 | B | The implementor shall advise and assist with set up the ability to use position numbers to manage employee roles and requirnments as defined by the customer | PeopleSoft Human Resources | |
| 66 | C | The implementor shall advise and assist with set up the ability to reference employee photos alongside employee data | PeopleSoft Human Resources | |
| 67 | A | The implementor shall advise and assist with set up of an automated enrollment process for employees going from active to retiree status or coming back into active status from inactive as per customer scenerios outline | PeopleSoft Human Resources | |
| 68 | C | The implementor shall advise and assist with set up efficency in historical retiree records, ability to correct payment data for reirees in the event of a check reissue as per customer scenerio outline | PeopleSoft Human Resources | |
| 69 | B | The implementor shall advise and assist with set up headcount reporting in all facets | PeopleSoft Human Resources | |
| 70 | B | The implementor shall advise and assist with set up the ability to create Department ID codes consisten with company structure as outlined by the customer | PeopleSoft Human Resources | |
| 71 | A | The implementor shall advise and assist with set up Job Codes consistent with market definitions and DOE positions classifications in correlation with AAP/EEO reporting | PeopleSoft Human Resources | |
| 72 | A | The implementor shall advise and assist with set up tracking of Union type instances including (excess/bump & roll, recall, overtime) | PeopleSoft Human Resources | |
| 73 | A | The implementor shall advise and assist with set up additional pay entries automatically being calculated at the start of new bargaining unit year | PeopleSoft Human Resources | |
| 74 | A | The implementor shall advise and assist with set up of completed automated workflow for on/off boarding employees per customer requirnments | PeopleSoft Human Resources | |
| 75 | A | The implementor shall advise and assist with set up with the ability to track non-employees within the same system as employees | PeopleSoft Human Resources |
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