Colton ERP SW Sel - RFP Appendix A2 People Mgt 2025-07-22a (CF).xlsx

XLSX spreadsheet 84 KB Posted Aug 6, 2025

Attached to: RFP - ERP Software Selection State and local contract opportunity
Solicitation number: Not on record
Issued by: San Bernardino County, California

About this file

Written by GovTribe AI · Aug 7, 2025

This is a feature requirements spreadsheet for the City of Colton, California's Enterprise Resource Planning (ERP) software selection RFP, specifically covering Human Resources, Time & Attendance, and Payroll modules. The file contains detailed functional requirements organized into numbered sections (13.000-15.000 series) that vendors must evaluate by marking whether each capability is available as standard current, standard next release, through report writer, third-party application, custom modification, or not available. The comprehensive requirements span employee master records, position control, compensation management, benefits administration, personnel actions, training and certification tracking, time entry and approval workflows, payroll processing, accruals, deductions, and regulatory compliance features including FLSA, ACA, CalPERS, and FMLA requirements.

The requirements emphasize integration capabilities with existing systems including Laserfiche document management, NEOGOV applicant tracking, UKG TeleStaff scheduling, and Microsoft Outlook, while supporting California-specific reporting needs such as AB119 reports, CalPERS uploads, and state tax filings. The document requires vendors to provide cost estimates for third-party applications and custom modifications in comments and reference a separate Project Costs worksheet (Appendix G) for detailed pricing. Key functional areas include unlimited agency-defined fields, workflow approvals, employee self-service capabilities, mobile access for time entry and approvals, comprehensive audit trails, and extensive reporting capabilities covering everything from payroll registers to compliance reports.

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Other files for this state and local contract opportunity

Other files attached to RFP - ERP Software Selection, newest first.
File	Type	Posted
Colton ERP SW Sel - RFP Appendices B-J 2025-07-30a (CF).xlsx	XLSX spreadsheet	Aug 6, 2025
Colton ERP SW Sel - RFP Appendix A1 Finance Mgt 2025-07-22a (CF).xlsx	XLSX spreadsheet	Aug 6, 2025
Colton ERP SW Sel - RFP Appendix A3 Other 2025-07-22a (CF).xlsx	XLSX spreadsheet	Aug 6, 2025
RFP ERP Software Selection 8-6-25.pdf	PDF	Aug 6, 2025

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13. Human Resources

Colton CA - Enterprise Resource Planning Solution Feature Function Requirements
Please input a "x" in the appropriate column to the right of the feature/function/capability. statement. Further explanations, or information regarding 3rd party software and/or modification costs should also be provided in the comments column and Project Costs worksheet (Appendix G), if applicable. Each "non-title" row (?.000) should have only one "x". Blank rows will be scored as Not Available.
Legend:
Standard - Current	Available in current software release
Standard - Next Release	Guaranteed available in next release of software
Report Writer	Report Writer function through Standard Reports or Ad Hoc Report Writer
3rd-Party Application	Please estimate general cost estimates in comments not a quote, unless available due to your resell arrangement.
Custom Modification	Custom programming by vendor (not meant to be a set-up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).
Not Available	Not available in current or next release; interfaced/integrated third-party application or through custom modification.
Application	Feature Number	Feature / Function / capability.	Standard - Current	Standard - Next	Report Writer	3rd-Party Application	Custom Modification	Not Available	Comments
		Human Resources
	13.000	EMPLOYEE MASTER RECORD
HUMAN RESOURCES	13.001	EMPLOYEE FIELDS - Ability to maintain and report on employee's current information such as:
HUMAN RESOURCES	13.002	▪ Employee number
HUMAN RESOURCES	13.003	▪ Name (first, middle, last, suffix)
HUMAN RESOURCES	13.004	▪ Nickname
HUMAN RESOURCES	13.005	▪ Address
HUMAN RESOURCES	13.006	▪ City
HUMAN RESOURCES	13.007	▪ State
HUMAN RESOURCES	13.008	▪ Zip
HUMAN RESOURCES	13.009	▪ Home phone
HUMAN RESOURCES	13.010	▪ Work phone
HUMAN RESOURCES	13.011	▪ Cell phone
HUMAN RESOURCES	13.012	▪ Email address (work)
HUMAN RESOURCES	13.013	▪ Email address (personal)
HUMAN RESOURCES	13.014	▪ Gender (agency-defined)
HUMAN RESOURCES	13.015	▪ Social Security Number
HUMAN RESOURCES	13.016	▪ Birth date
HUMAN RESOURCES	13.017	▪ Age (auto-calculate)
HUMAN RESOURCES	13.018	▪ Marital status
HUMAN RESOURCES	13.019	▪ Emergency contact information
HUMAN RESOURCES	13.020	▪ Alien status:
HUMAN RESOURCES	13.021	▫ Alien registration number
HUMAN RESOURCES	13.022	▫ Visa expiration number
HUMAN RESOURCES	13.023	▫ Citizenship information
HUMAN RESOURCES	13.024	▫ IRCA requirements supported
HUMAN RESOURCES	13.025	▫ Work permit
HUMAN RESOURCES	13.026	▪ Education level (ability to have multiple)
HUMAN RESOURCES	13.027	▪ Field of study (degree) (ability to have multiple)
HUMAN RESOURCES	13.028	▪ Hire date (original)
HUMAN RESOURCES	13.029	▪ Anniversary date
HUMAN RESOURCES	13.030	▪ Years of service (auto-calculate, years, months, days)
HUMAN RESOURCES	13.031	▪ Evaluation date
HUMAN RESOURCES	13.032	▪ Status (e.g., active, leave, terminated, full-time, part-time, etc.)
HUMAN RESOURCES	13.033	▪ Termination date
HUMAN RESOURCES	13.034	▪ Termination reason
HUMAN RESOURCES	13.035	▪ Department
HUMAN RESOURCES	13.036	▪ Division
HUMAN RESOURCES	13.037	▪ Program
HUMAN RESOURCES	13.038	▪ Labor distributions/allocations (department splits)
HUMAN RESOURCES	13.039	▪ Title
HUMAN RESOURCES	13.040	▪ Position number
HUMAN RESOURCES	13.041	▪ EEOC code
HUMAN RESOURCES	13.042	▪ Workers' comp code
HUMAN RESOURCES	13.043	▪ Assigned shift
HUMAN RESOURCES	13.044	▪ FLSA code (exempt vs. non-exempt)
HUMAN RESOURCES	13.045	▪ Pay type (hourly vs. salaried)
HUMAN RESOURCES	13.046	▪ Primary pay range/code (w/auto calculated pay equivalents)
HUMAN RESOURCES	13.047	▪ Primary pay rate (w/auto calculated pay equivalents)
HUMAN RESOURCES	13.048	▪ Primary pay effective date
HUMAN RESOURCES	13.049	▪ Alternate pay rate
HUMAN RESOURCES	13.050	▪ Rate effective date
HUMAN RESOURCES	13.051	▪ Pay frequency
HUMAN RESOURCES	13.052	▪ Standard hours worked each week
HUMAN RESOURCES	13.053	▪ Driver's license number
HUMAN RESOURCES	13.054	▪ Driver's license expiration date
HUMAN RESOURCES	13.055	▪ Commercial Driver's License number
HUMAN RESOURCES	13.056	AGENCY-DEFINED FIELDS - Ability to create unlimited agency-defined employee master fields as needed. VENDOR NOTE - please explain any limitations in Comments.
HUMAN RESOURCES	13.057	NOTES - Ability to add unlimited notes to employee record by date and type.
HUMAN RESOURCES	13.058	POSITION TYPE ID - Ability to generate a position type indicator (e.g., temporary, regular, part-time, seasonal, etc.).
HUMAN RESOURCES	13.059	ATTACHMENTS - Ability to attach document images to employee records (e.g., photos, I-9 forms, licenses, certificates, driver's license, etc.). VENDOR NOTE - please comment on the acceptable file formats.
HUMAN RESOURCES	13.060	EMPLOYEE PHOTOS - Ability to display an employee's photo on a screen .
HUMAN RESOURCES	13.061	EMPLOYEE HISTORY - Ability to track all employee historical information (e.g., salary dates, promotion dates, benefits, evaluation rating, etc.).
HUMAN RESOURCES	13.062	PRIOR YEARS EMPLOYEE HISTORY - Ability to maintain employee prior years history and effective dates.
HUMAN RESOURCES	13.063	ALERTS & AUTO EMAIL - Ability to set reminder alerts on all dates (e.g., birth date, performance evaluation due date, probationary period expiration date, etc.) and auto-email to any user (e.g., supervisor).
HUMAN RESOURCES	13.064	EMPLOYEE ALLOCATIONS - Ability to allocate an employee's cost (salary, leave, insurance, taxes, etc.) by percentage to different program/cost centers. The total percentage must equal x00%.
HUMAN RESOURCES	13.065	EMPLOYEE TRANSFER ALLOCATION - Ability for the system to properly allocate payroll to the correct general ledger accounts if an employee transfers to another department in the middle of a pay period.
HUMAN RESOURCES	13.066	TRACK AMERICANS WITH DISABILITIES ACT (ADA) - Ability to track employees with ADA designations and accommodations being made for their disabilities.
HUMAN RESOURCES	13.067	GASB 45 - CENSUS REPORT - Ability to provide Governmental Accounting Standards Board (GASB) 45 census report (employee birthday, sex, marital status, etc.).
HUMAN RESOURCES	13.068	SECURITY
HUMAN RESOURCES	13.069	FIELD MASKING - Ability to mask fields (e.g., Social Security Number, drivers license number, etc.), with the ability to allow only authorized users to view.
HUMAN RESOURCES	13.070	SECURITY - Ability to set security levels for employees to be able to view and only change certain fields (e.g., address).
HUMAN RESOURCES	13.071	AUDIT TRAILS - Ability to provide audit trails for every change made to data in the system.
HUMAN RESOURCES	13.072	COMPENSATION
HUMAN RESOURCES	13.073	ANNIVERSARY DATE PAY INCREASES - Ability to set pay increases by employee anniversary and/or fiscal year dates.
HUMAN RESOURCES	13.074	SALARY DATA - Ability to maintain current employee salary data [e.g., annual salary, pay period salary, hourly rate, other types of pay (e.g., acting pay, on call pay, etc.)]
HUMAN RESOURCES	13.075	PAYSCALE - Ability to generate pay scale reports.
HUMAN RESOURCES	13.076	SALARY RANGE/STEPS - Ability to provide for salary advancement to a higher agency-defined step within respective salary range on their anniversary.
HUMAN RESOURCES	13.077	SALARY CHANGES - Ability to track salary changes (e.g., COLA increase - contract, longevity, step, annual review 0-5% general list within range, etc.).
HUMAN RESOURCES	13.078	PAY LIMITATIONS - Ability to enforce pay limits (e.g. ceiling or floor) by role or position (e.g., pay cannot exceed the ceiling limits within that grade).
HUMAN RESOURCES	13.079	EMPLOYEE ALLOWANCES WITH DATES - Ability to create and update employee allowances for selected staff members or groups with expiration or renewal dates.
HUMAN RESOURCES	13.080	RENEWAL DATES - Ability to track management personnel contract renewal dates.
HUMAN RESOURCES	13.081	TOTAL COMPENSATION - Ability to provide online view and reporting of employee's total compensation package including but not limited to benefits, employee and employer contributions, base pay, add pay, accruals, FLSA status, and overtime.
HUMAN RESOURCES	13.082	MOU TRACKING - Ability to track history of Memorandum of Understanding (MOU) compensation and benefit plans by group.
HUMAN RESOURCES	13.083	MERIT PAY
HUMAN RESOURCES	13.084	MERIT INCREASES - Ability to adjust pay rates based upon merit percentage derived from the annual performance evaluation, which uses performance ratings tied to a percentage increase.
HUMAN RESOURCES	13.085	MERIT PAY - Ability to calculate and apply a retro back pay date to begin new annual merit pay, regardless of whether the change is associated with an individual employee or as part of a mass pay change for all pay types (e.g., merit, step, increase, etc.).
HUMAN RESOURCES	13.086	MERIT INCREASES REPORTING - Ability to report on pay rate adjustments related to annual performance evaluations.
HUMAN RESOURCES	13.087	MASS CHANGES
HUMAN RESOURCES	13.088	EMPLOYEE MASS CHANGES - REORGANIZATIONS - Ability to make employee mass changes based on reorganizations (e.g., reassign departments or divisions).
HUMAN RESOURCES	13.089	MASS UPDATE - Ability to mass-update benefit plans (e.g., enrollment dates, and/or premium rates) based on annual open enrollment or on an ad hoc basis.
HUMAN RESOURCES	13.090	MASS PAY CHANGE - Ability to mass update pay increases (e.g., COLA increase for all employees).
HUMAN RESOURCES	13.091	MASS PAY CHANGE - Ability to exclude some employees from mass percentage pay increases.
HUMAN RESOURCES	13.092	MASS PAY CHANGE - Ability to apply mass pay increases by percentage amount and dollar amount.
HUMAN RESOURCES	13.093	PERSONNEL ACTIONS
HUMAN RESOURCES	13.094	ELECTRONIC PERSONNEL ACTIONS - Ability for department supervisors to submit Personnel Action Forms online (e.g., promotions, salary modifications, transfers, change in status, grievances, incidents, disciplinary, etc.) and submit via automated workflow to appropriate department management and Human Resource staff.
HUMAN RESOURCES	13.095	ELECTRONIC PERSONNEL ACTIONS - PRIVACY - Ability for limit the amount of employee information available to supervisors.
HUMAN RESOURCES	13.096	PERSONNEL ACTION TYPES - Ability to define the following personnel action types:
HUMAN RESOURCES	13.097	▪ New hires
HUMAN RESOURCES	13.098	▪ Leaves of absence
HUMAN RESOURCES	13.099	▪ Separations
HUMAN RESOURCES	13.100	▪ Other
HUMAN RESOURCES	13.101	UNLIMITED PERSONNNEL ACTION AGENCY-DEFINED FIELDS - Ability to have unlimited agency-defined fields by personnel action type.
HUMAN RESOURCES	13.102	MULTI-LEVEL & APPROVERS BY ACTION TYPE - Ability to define multi-level and multi-approver workflows by personnel action type.
HUMAN RESOURCES	13.103	ELECTRONIC PERSONNEL ACTIONS - APPROVALS - Ability to electronically approve personnel actions using workflow online.
HUMAN RESOURCES	13.104	MOBILE ACCESS - Ability to receive, process, review and approve personnel action on a mobile tablet or smart phone.
HUMAN RESOURCES	13.105	DISCIPLINARY COMPLAINTS - Ability to track disciplinary complaints and actions by position, employee, supervisor, and department involved.
HUMAN RESOURCES	13.106	GRIEVANCE TRACKING - Ability to track grievance status, including employee ID, employee full name, title, grievance number, type, sub-type, steps with dates, notes, meetings, arbitration dates, settlement type, department, etc.
HUMAN RESOURCES	13.107	ATTACHMENTS - Ability to scan and/or attach files to personnel actions. VENDOR NOTE - please comment on the acceptable file formats.
HUMAN RESOURCES	13.108	NOTIFICATION - Ability for system to notify users of pending approvals that need to be addressed.
HUMAN RESOURCES	13.109	POSITION CONTROL
HUMAN RESOURCES	13.110	POSITION REQUISITION WORKFLOW - Ability for new positions to go through a requisition workflow approval process.
HUMAN RESOURCES	13.111	AGENCY-DEFINED POSITION INFO - Ability to provide a position classification that includes agency-defined position titles, position numbers, benefits and unlimited pay steps per classification.
HUMAN RESOURCES	13.112	POSITION NUMBERS - Ability to assign a valid position number to all new hires.
HUMAN RESOURCES	13.113	POSITION REQUIREMENTS - Ability to set requirements for all positions by type, including required physical, drug, and work screenings which will populate the new employee record.
HUMAN RESOURCES	13.114	CURRENT CONTROL - Ability to track who holds the position now.
HUMAN RESOURCES	13.115	HISTORY - Ability to track who has held position in the past.
HUMAN RESOURCES	13.116	POSITION EFFECTIVE DATES - Ability to assign effective date ranges to individuals entering and exiting positions.
HUMAN RESOURCES	13.117	INACTIVATE POSITION - Ability to inactivate a position while keeping employee classification history.
HUMAN RESOURCES	13.118	POSITION CHANGE WORKFLOW - Ability to automatically create a system generated notification for agency-defined changes (e.g., IT passwords, payroll and prior departments, demographics, etc.).
HUMAN RESOURCES	13.119	POSITION CHANGE NOTES - Ability to track notes for each position change.
HUMAN RESOURCES	13.120	HEADCOUNT - Ability to generate headcount reports that explain the number of budgeted full-time equivalent positions to the number currently employed.
HUMAN RESOURCES	13.121	TURNOVER - Ability to generate employee turnover reports based on agency-defined selection criteria.
HUMAN RESOURCES	13.122	OPEN POSITIONS - Ability to report how long a position has been open.
HUMAN RESOURCES	13.123	OPEN AVAILABILITY - Ability to report number of times a position has been open.
HUMAN RESOURCES	13.124	INQUIRY - Ability to inquire by job title or position number, resulting in a display of employees that are filling the position.
HUMAN RESOURCES	13.125	POSITION TRACKING - Ability to generate a report showing department position number and status (filled, not filled).
HUMAN RESOURCES	13.126	POSITIONS CONTINGENT ON GRANT - Ability to track positions that are contingent on grant funding.
HUMAN RESOURCES	13.127	POSITIONS FUNDED BY GRANT - Ability to identify the grant that is funding a position.
HUMAN RESOURCES	13.128	SINGLE GRANT FUNDING MULTIPLE POSITIONS - Ability for one grant to fund multiple positions.
HUMAN RESOURCES	13.129	SINGLE POSITION FUNDED BY MULTIPLE GRANTS - Ability for one position to be funded by multiple grants.
HUMAN RESOURCES	13.130	POSITION HISTORY - Ability to generate a position history report showing an employee's position, title change, reclassification, transfer of the position to another department, initiation, elimination, and related dates.
HUMAN RESOURCES	13.131	POSITION PERIODIC REPORTING - Ability to generate a periodic position department control report showing authorized, filled, and vacant positions by department, division, program, or classification.
HUMAN RESOURCES	13.132	POSITION TURNOVER BY DATE RANGE - Ability to report on the turnover of a position over a agency-defined date range.
HUMAN RESOURCES	13.133	POSITION VACANCIES - Ability to run reports based on position vacancies, time to hire, etc.
HUMAN RESOURCES	13.134	GENERAL LEDGER REPORTING BY POSITION - Ability to generate a detailed position control report showing name, budgetary unit, accounting fund, and general ledger account number.
HUMAN RESOURCES	13.135	POSITION CONTROL STRUCTURE - Ability to setup a position control structure.
HUMAN RESOURCES	13.136	POSITION CONTROL ORG. CHART - Ability for the system to produce organizational charts based on the position control structure.
HUMAN RESOURCES	13.137	POSITION COMMENTS - Ability to maintain position notes and comments (e.g. why a position was inactivated).
HUMAN RESOURCES	13.138	REASONS FOR EMPLOYEE LEAVING POSITION - Ability to track reasons for why an employee leaves a position (e.g., Promotion, Retirement, etc.).
HUMAN RESOURCES	13.139	EXPIRING GRANT POSITIONS - Ability to report on grant funded positions that are at or near expiration.
HUMAN RESOURCES	13.140	NEW HIRE ONBOARDING PROCESS
HUMAN RESOURCES	13.141	NEW HIRE WORKFLOW - Ability to automatically initiate new hire processes (e.g., uniforms, tools, etc.).
HUMAN RESOURCES	13.142	ONBOARDING - Ability to track new hire onboarding requirements (e.g. access to an employee self-service portal and security access to the network).
HUMAN RESOURCES	13.143	COMPLETE ADDITIONAL HIRING DOCUMENTS - Ability for selected applicants to complete employment paperwork online (I-9, W-4, etc.).
HUMAN RESOURCES	13.144	THIRD-PARTY CHECKING - Ability to request and accept electronic credit and background checks from outside agencies.
HUMAN RESOURCES	13.145	ORIENTATION CHECKLIST - Ability to define orientation requirements for new hires based upon department, job class, and/or other factors.
HUMAN RESOURCES	13.146	CHECKLIST TRACKING - Ability to monitor conditional hire requirements and pass/fail information, test scores, drug tests and other data.
HUMAN RESOURCES	13.147	NOTIFICATION OF MISSING REQUIRED DOCUMENTS - Ability to send alert or create report showing employee(s) with missing required documents (e.g., missing W-4, copy of Social Security card, etc.).
HUMAN RESOURCES	13.148	NEW HIRE - Ability to generate a new hire report.
HUMAN RESOURCES	13.149	EMPLOYEE ACCRUALS
HUMAN RESOURCES	13.150	MULTIPLE LEAVE DESIGNATIONS - Ability to have unlimited leave type designations (e.g., annual leave, holiday pay, emergency leave, family medical leave [FMLA/CFRA], funeral/bereavement leave, jury duty, military leave, work injury leave, etc.).
HUMAN RESOURCES	13.151	MAXIMUM LEAVE BALANCE ACCURAL - Ability to cap the number of hours allowed for each type of leave.
HUMAN RESOURCES	13.152	LEAVE BENEFITS BY ADJUSTED DATES - Ability to determine leave time benefit based on adjusted service dates (e.g., employee leaves and returns at a future date).
HUMAN RESOURCES	13.153	PART TIME ACCRUALS - Ability to prorate part-time accruals by actual hours worked if consistently at a minimum number of agency-defined hours per week.
HUMAN RESOURCES	13.154	COMPENSATION PAYOUT - Ability to track overtime as future compensation time for up to an agency-defined maximum number of hours, when a mandatory pay out of an agency-defined number of hours must be taken.
HUMAN RESOURCES	13.155	COMPENSATION PAYOUT - Ability to limit the number of hours of compensation pay can be carried over to a new fiscal year.
HUMAN RESOURCES	13.156	MULTIPLE COMPENSATION BANKS - Ability to track different types of compensation banks for each employee type.
HUMAN RESOURCES	13.157	DEFERRED COMPENSATION MATCH - Ability to calculate a deferred compensation match based upon employee group, rate of pay, and years of service.
HUMAN RESOURCES	13.158	ACCRUAL FLAG - Ability to prevent an employee from accruing certain hours until having been hired for an agency-defined period (e.g. no vacation accrual for the first year).
HUMAN RESOURCES	13.159	YTD LEAVE USE AND ACCRUAL - Ability to generate reports detailing employee leave balance and accrual on a cumulative calendar and fiscal YTD basis.
HUMAN RESOURCES	13.160	LEAVE ACCRUAL PROJECTIONS - Ability to generate reports projecting use of and future accrual balances (e.g., when planning a long leave of absence).
HUMAN RESOURCES	13.161	LEAVE ACCRUAL STORAGE - Ability to store leave accrual and balances for a agency-defined period of time.
HUMAN RESOURCES	13.162	OVERRIDE LEAVE REQUEST - Ability to allow a supervisor to override leave requests where requested time is more than accrued time.
HUMAN RESOURCES	13.163	TEMPORARILY STOP LEAVE ACCRUAL - Ability to temporarily stop leave accrual (e.g., during unpaid leave).
HUMAN RESOURCES	13.164	ACCRUAL HOURS REPORT - Ability to report the number of employee vacation, sick, compensation, administrative, and holiday hour balances available.
HUMAN RESOURCES	13.165	BENEFITS
HUMAN RESOURCES	13.166	BENEFIT INFORMATION - Ability to capture and track all benefit information (for current and retired employees receiving benefits) for multiple plans and tiers such as, but not limited to:
HUMAN RESOURCES	13.167	▪ Employee name
HUMAN RESOURCES	13.168	▪ Social Security Number
HUMAN RESOURCES	13.169	▪ Date of birth
HUMAN RESOURCES	13.170	▪ Spouse name
HUMAN RESOURCES	13.171	▪ Spouse date of birth
HUMAN RESOURCES	13.172	▪ Insurance plans
HUMAN RESOURCES	13.173	▪ Type of coverage (e.g., employee only, employee plus one dependent, employee plus family, etc.)
HUMAN RESOURCES	13.174	▪ COBRA insurance premium
HUMAN RESOURCES	13.175	▪ Amount of reimbursements to employees
HUMAN RESOURCES	13.176	▪ Benefit deduction amounts
HUMAN RESOURCES	13.177	DEPENDENT INFORMATION - Ability to maintain dependent information such as:
HUMAN RESOURCES	13.178	▪ Name
HUMAN RESOURCES	13.179	▪ Address
HUMAN RESOURCES	13.180	▪ Gender
HUMAN RESOURCES	13.181	▪ Relationship
HUMAN RESOURCES	13.182	▪ Birth date
HUMAN RESOURCES	13.183	▪ Status (agency-defined)
HUMAN RESOURCES	13.184	▪ Other insurance
HUMAN RESOURCES	13.185	▪ Name of company
HUMAN RESOURCES	13.186	▪ Student status (part-time, full-time)
HUMAN RESOURCES	13.187	▪ Military status
HUMAN RESOURCES	13.188	▪ Disability status
HUMAN RESOURCES	13.189	DEPENDENT TRACKING - Ability to track each benefit by specific dependent (allow differences within a family for each dependent).
HUMAN RESOURCES	13.190	BENEFIT TRACKING - Ability to track the following information per employee:
HUMAN RESOURCES	13.191	▪ Pension/retirement plans
HUMAN RESOURCES	13.192	▪ Health, dental, and vision insurance
HUMAN RESOURCES	13.193	▪ Life insurance
HUMAN RESOURCES	13.194	▪ Disability insurance
HUMAN RESOURCES	13.195	EMPLOYER VS EMPLOYEE BENEFIT COSTS - Ability to calculate the cost of benefits (employer and employee) based on current or anticipated changes in costs.
HUMAN RESOURCES	13.196	SPLIT COSTS TO DIVISION/PROGRAM - Ability to allocate benefit costs to an employee's division and/or program/project.
HUMAN RESOURCES	13.197	PLAN INFORMATION - Ability to maintain and track:
HUMAN RESOURCES	13.198	▪ Group numbers
HUMAN RESOURCES	13.199	▪ Policy numbers
HUMAN RESOURCES	13.200	▪ Addresses of outside agencies
HUMAN RESOURCES	13.201	▪ Plan names
HUMAN RESOURCES	13.202	▪ Plan descriptions
HUMAN RESOURCES	13.203	▪ Plan dates
HUMAN RESOURCES	13.204	▪ Plan years
HUMAN RESOURCES	13.205	RULES BY EMPLOYEE CLASS - Ability to define benefit plan rules by employee group.
HUMAN RESOURCES	13.206	RATE TABLES & CALC RULES - Ability to maintain rate tables and calculation rules.
HUMAN RESOURCES	13.207	PLAN ELIGIBILITY - HOURS WORKED - Ability to determine employee eligibility based on number of hours worked (e.g. 40 hours) even if position(s) themselves are not benefit eligible.
HUMAN RESOURCES	13.208	PLAN ELIGIBILITY - RETIREES - Ability to determine benefit eligibility for retirees.
HUMAN RESOURCES	13.209	ELIGIBILITY NOTIFICATIONS - Ability to automatically generate notices or letters of eligibility.
HUMAN RESOURCES	13.210	ELIGIBILITY NOTIFICATIONS - EMPLOYEE EVENTS - Ability to automatically generate employee notifications based on certain events such as:
HUMAN RESOURCES	13.211	▪ Prior to obtaining Medicare eligibility by virtue of age
HUMAN RESOURCES	13.212	▪ Prior to dependent’s birthdays that affect eligibility
HUMAN RESOURCES	13.213	▪ Proof of continuing eligibility (receipt of proof, i.e. college transcript)
HUMAN RESOURCES	13.214	▪ By semester for school age dependents
HUMAN RESOURCES	13.215	▪ Beginning and end of COBRA eligibility
HUMAN RESOURCES	13.216	CUSTOM ENROLLMENT FORMS - Ability to customize enrollment forms.
HUMAN RESOURCES	13.217	REPORTS MAIL MERGE - Ability to mail merge queried reports with standard template letters.
HUMAN RESOURCES	13.218	PENDING ENROLLMENTS AND CHANGES - Ability to manage pending enrollments (including open enrollment) and changes.
HUMAN RESOURCES	13.219	PRE- AND POST-TAX DEDUCTIONS - Ability to define plan deductions as both pre-tax and post-tax.
HUMAN RESOURCES	13.220	RETROACTIVE DEDUCTIONS - Ability to automatically calculate retroactive deductions.
HUMAN RESOURCES	13.221	DEFERRED COMPENSATION REPORT - Ability to report on deferred compensation plans or retirement health savings.
HUMAN RESOURCES	13.222	TRACK LONG-TERM LEAVE - Ability to track and report long-term leave (e.g., family and medical leave, maternity leave, time off without pay), and reason for leave without pay.
HUMAN RESOURCES	13.223	BENEFIT EFFECTIVE DATES - Ability to set different automatic effective dates for benefits (e.g., Health Insurance starts xst of month after 90 days from hire date, 457, etc.).
HUMAN RESOURCES	13.224	OVERRIDE EFFECTIVE DATES - Ability to override all automatically generated effective dates.
HUMAN RESOURCES	13.225	FISCAL & CALENDAR YEAR BENEFITS - Ability to track, accrue, and calculate benefits/supplements that are based on fiscal year schedules in addition to other benefits/supplements that are calculated based on a calendar year schedule.
HUMAN RESOURCES	13.226	HIPAA SECURITIES - Ability to implement securities to avoid HIPAA violations (e.g., disclosure, reporting, inquires of confidential information, etc.).
HUMAN RESOURCES	13.227	ELIGIBLE EMPLOYEES NOT ENROLLED IN PLANS - Ability to produce reports identifying eligible employees not enrolled in benefit plans.
HUMAN RESOURCES	13.228	ELIGIBLE FOR COVERAGE REPORT - Ability to produce a report that shows when an employee becomes eligible for coverage and enrollment.
HUMAN RESOURCES	13.229	BENEFIT COVERAGE - Ability to generate an annual benefit coverage report.
HUMAN RESOURCES	13.230	BENEFITS - Ability to report benefit trends and costs.
HUMAN RESOURCES	13.231	BENEFITS STATEMENT - Ability to provide all employees and retirees with annual benefit statements (benefits statements shall provide designated beneficiary information and benefits that are available to beneficiaries).
HUMAN RESOURCES	13.232	DEPENDENT ENROLLMENT REPORT - Ability to generate benefit enrollment dependent report.
HUMAN RESOURCES	13.233	DEPENDENT DEDUCTION TYPE CHANGES REPORT - Ability to generate a report of prior period changes made to dependent deduction types by employee.
HUMAN RESOURCES	13.234	EMPLOYEE & EMPLOYER PREMIUM REPORT - Ability to produce a report that shows the premiums by employee and employer.
HUMAN RESOURCES	13.235	RETIREE WITH HEALTH BENEFITS - Ability to maintain retirees with health benefits records.
HUMAN RESOURCES	13.236	ANNUAL STATEMENT OF BENEFITS - Ability to produce an annual statement of benefits that can be provided to each employee.
HUMAN RESOURCES	13.237	CALPERS REPORTING - Ability to report on individual employee PERS contributions.
HUMAN RESOURCES	13.238	ACA x095 FORMS – Ability to generate Affordable Care Act (ACA) x095 forms.
HUMAN RESOURCES	13.239	EMPLOYEE SELF-SERVICE
HUMAN RESOURCES	13.240	WEB-BASED - Ability to utilize a web-based employee self-service module that allows employees (current and former) and manager level user control options. Self-service options should be available at all times with no black out periods during payroll weeks. Changes after an agency-defined date would apply to the employee's future paychecks.
HUMAN RESOURCES	13.241	HR RESOURCES - Ability for employees to download Human Resources Department-related forms from the self-service portal.
HUMAN RESOURCES	13.242	EMPLOYEE & DEPENDENT INFORMATION UPDATES - Ability to change address, phone, emergency contacts, etc., for employees (current and former) and dependents.
HUMAN RESOURCES	13.243	DIRECT DEPOSIT UPDATES - Ability for employees to update their direct deposit information.
HUMAN RESOURCES	13.244	EMERGENCY CONTACT INFO - Ability for employees to update their emergency contacts information.
HUMAN RESOURCES	13.245	QUALIFYING EVENT UPDATES - Ability for employees to initiate benefit changes that result from a qualifying event.
HUMAN RESOURCES	13.246	APPROVALS - Ability to route employee specific changes (e.g., address change, leave request, allowances, etc.) to a Human Resources Department staff for approval.
HUMAN RESOURCES	13.247	DOCUMENTATION NEEDED DUE TO CHANGES - Ability to track outstanding documentation needed as a result of employee self service changes.
HUMAN RESOURCES	13.248	DISAPPROVAL - EMAIL NOTIFICATIONS - Ability to generate employee email notifications when change requests are not approved by Human Resources Department staff.
HUMAN RESOURCES	13.249	PAY CALCULATOR - Ability for employee to calculate net pay when changed by various scenario's (e.g., cost of living adjustment, deduction choices, etc.).
HUMAN RESOURCES	13.250	CHANGING TAX WITHHOLDING OPTIONS - Ability for employees to initiate requests to change tax withholding information from the self service portal.
HUMAN RESOURCES	13.251	PRINT BENEFIT STATEMENTS - Ability for employees to view and print benefits in a statement format via the Web from either work or home.
HUMAN RESOURCES	13.252	TRAINING REQUEST - Ability for employee to request training online.
HUMAN RESOURCES	13.253	REQUEST LEAVE ONLINE - Ability for employees to request leave online.
HUMAN RESOURCES	13.254	REQUEST LEAVE ONLINE - APPROVAL - Ability for supervisors to approve leave requests online.
HUMAN RESOURCES	13.255	CANCEL LEAVE REQUEST ONLINE - Ability for employees to cancel leave request online.
HUMAN RESOURCES	13.256	CANCEL LEAVE REQUEST ONLINE APPROVAL - Ability for supervisors to approve employee leave request cancellations online.
HUMAN RESOURCES	13.257	ALTERNATE LEAVE REQUEST APPROVERS - Ability to specify alternate approvers of leave requests when a primary approver is unavailable (e.g., out sick, vacation, etc.).
HUMAN RESOURCES	13.258	ONLINE PAY STUB HISTORY - Ability for employees (current and former) to lookup historical pay stub information online.
HUMAN RESOURCES	13.259	PRINT W-2s - Ability for employees (current and former) to print W-2s via the Web from either work or home.
HUMAN RESOURCES	13.260	LEAVE/ACCRUAL REPORTS - Ability for employees to view and print their own leave/accrual reports.
HUMAN RESOURCES	13.261	DEPENDENT DEDUCTION TYPE CHANGES REPORT - Ability for employees to run a report of prior period changes made to dependent deduction types.
HUMAN RESOURCES	13.262	AUDIT TRAILS - Provide audit trails for all employee master-file changes.
HUMAN RESOURCES	13.263	FMLA
HUMAN RESOURCES	13.264	BENEFIT PAYMENTS - Ability to collect and track benefit payments for FMLA participants according to current requirements.
HUMAN RESOURCES	13.265	ELIGIBILITY - Ability to determine eligibility for FMLA.
HUMAN RESOURCES	13.266	LEAVE TRACKING - Ability to track all leave on a rolling-calendar basis.
HUMAN RESOURCES	13.267	AGENCY-DEFINED FORMS - Ability to track when agency-defined forms are sent to the employee and when they are due back.
HUMAN RESOURCES	13.268	DATA - Ability to track the following FMLA data elements:
HUMAN RESOURCES	13.269	▪ Date FMLA requested
HUMAN RESOURCES	13.270	▪ Reason for FMLA
HUMAN RESOURCES	13.271	▪ History of when taken
HUMAN RESOURCES	13.272	▪ Date due to return
HUMAN RESOURCES	13.273	▪ Follow up notes/contacts
HUMAN RESOURCES	13.274	▪ Doctor's note returned (Y/N)
HUMAN RESOURCES	13.275	▪ Date doctor's note returned
HUMAN RESOURCES	13.276	NOTIFICATIONS - Ability to automatically generate letters with the date each is generated:
HUMAN RESOURCES	13.277	▪ Approval letter
HUMAN RESOURCES	13.278	▪ Rejection letter
HUMAN RESOURCES	13.279	▪ Provisional letter
HUMAN RESOURCES	13.280	▪ Second notification letter
HUMAN RESOURCES	13.281	▪ Workers' Comp-related letter
HUMAN RESOURCES	13.282	▪ Expiration letter
HUMAN RESOURCES	13.283	▪ Owe for insurance/retirement letter
HUMAN RESOURCES	13.284	ON-LEAVE REPORT - Ability to report on who is on leave, when, and why, including the following fields:
HUMAN RESOURCES	13.285	▪ Employee name (last, first)
HUMAN RESOURCES	13.286	▪ Hire date
HUMAN RESOURCES	13.287	▪ Date leave began
HUMAN RESOURCES	13.288	▪ Estimated return to work date
HUMAN RESOURCES	13.289	▪ Actual return to work date
HUMAN RESOURCES	13.290	▪ Date leave expires
HUMAN RESOURCES	13.291	▪ Reason/Leave
HUMAN RESOURCES	13.292	▪ Termination date
HUMAN RESOURCES	13.293	FMLA CHECKLIST - Ability to create a checklist of all FMLA required information and tasks.
HUMAN RESOURCES	13.294	FMLA CHECKLIST - MISSING ITEMS - Ability to track received and missing FMLA items (e.g., certification of health care provider form from physician).
HUMAN RESOURCES	13.295	PERSONNEL ACTION FORM - FMLA NOTIFICATION - Ability for approved FMLA personnel actions to automatically notify an employee's supervisor and director.
HUMAN RESOURCES	13.296	LEAVE NOTIFICATIONS - Ability for the system to notify Payroll staff when employees are placed on leave.
HUMAN RESOURCES	13.297	FMLA - DRAWDOWN LEAVE HOURS - Ability to drawdown on other leave balances when an employee no longer has FMLA hours available.
HUMAN RESOURCES	13.298	FMLA MAX NOTIFICATION - Ability to notify Human Resources staff when an employee has reached the maximum number of FMLA hours.
HUMAN RESOURCES	13.299	FMLA - Ability to provide FMLA reporting capabilities based on a rolling x2 weeks in a rolling x2 month calendar.
HUMAN RESOURCES	13.300	TERMINATIONS
HUMAN RESOURCES	13.301	TERMINATED EMPLOYEE CHECKLIST - Ability to setup terminated employee checklists with date and user(s) who verified task complete.
HUMAN RESOURCES	13.302	TERMINATION NOTIFICATIONS - Ability to initiate automated notifications to multiple users when an employee is terminated (e.g., Department Director, IT, Human Resources, etc.). Notifications should be delivered as soon as the termination is processed, even if it occurs in advance.
HUMAN RESOURCES	13.303	TERMINATION CAUSE & DATE - Ability to enter termination information (reason and date).
HUMAN RESOURCES	13.304	TERMINATION RULES - Ability to maintain rules for termination of employee coverage.
HUMAN RESOURCES	13.305	ALERT - TERMINATING EMPLOYEE WITHIN 30 DAYS OF FMLA LEAVE - Ability for the system to automatically generate an alert when terminating an employee prior to 30 days after an employee returns from FMLA leave.
HUMAN RESOURCES	13.306	TERMINATED EMPLOYEE SURVEY - Ability for a terminated employee to complete a survey.
HUMAN RESOURCES	13.307	TERMINATION - Ability to generate a termination report.
HUMAN RESOURCES	13.308	TRAINING & CERTIFICATION
HUMAN RESOURCES	13.309	ATTENDANCE REQUIREMENTS BY EMPLOYEE GROUP - Ability to define course attendance requirements by an employee group.
HUMAN RESOURCES	13.310	NEW REQUIREMENTS - Ability to update new training requirements at the employee level when a new requirement is added to an employee group.
HUMAN RESOURCES	13.311	TRAINING ATTENDANCE - Ability to track training dates and attendance.
HUMAN RESOURCES	13.312	INTERNAL VS EXTERNAL TRAINING - Ability to track if a training is internal or external.
HUMAN RESOURCES	13.313	MANDATORY CLASS TRACKING - Ability to track attendance for position-specific and mandatory classes.
HUMAN RESOURCES	13.314	MANDATORY TRAINING, LICENSES AND CERTIFICATIONS - Ability to designate certain training, licenses, and certifications as mandatory.
HUMAN RESOURCES	13.315	TRACK COMPLETIONS - Ability to track courses completed by each employee.
HUMAN RESOURCES	13.316	COURSE GRADES - Ability to track course grades.
HUMAN RESOURCES	13.317	TRACK EDUCATION UNITS REQUIRED - Ability to track education units required by employee and due dates.
HUMAN RESOURCES	13.318	SKILLS INVENTORY - Ability to record and report on employee skills and competencies, including history.
HUMAN RESOURCES	13.319	COURSE TUITION REIMBURSEMENT - Ability to indicate whether courses qualify for employee tuition reimbursement.
HUMAN RESOURCES	13.320	TUITION REIMBURSEMENT WORKFLOW - Ability for an employee to request reimbursement using a workflow approval process.
HUMAN RESOURCES	13.321	TRACKING COSTS - Ability to track costs associated with training classes.
HUMAN RESOURCES	13.322	TRACK DRIVER STATUS - Ability to track driver records and license expirations.
HUMAN RESOURCES	13.323	CERTIFICATION RENEWAL REQUIREMENTS - Ability to track requirements for certification renewal by certificate type and employee.
HUMAN RESOURCES	13.324	RECERTIFICATION RENEWAL NOTICE - Ability to send a certification renewal notice to employees and supervisors requiring recertification with agency defined notification periods.
HUMAN RESOURCES	13.325	PAST DUE ALERTS - Ability to generate automated email alerts to supervisors for employees upcoming and past due training and certification requirements.
HUMAN RESOURCES	13.326	OVERDUE REPORT - Ability to produce a training overdue report by department (full-time, part-time, substitute employee), name, and title.
HUMAN RESOURCES	13.327	TRAINING STATISTICS - Ability to summarize and print training statistics within a date range, as well as by department, division, and/or program (e.g., the number of courses, number of attendees by course, number of no-shows by course, instructor qualifications, etc.).
HUMAN RESOURCES	13.328	EXPIRED CERTIFICATION REPORT - Ability to produce an expired education/certification report by department, name, title, and due date.
HUMAN RESOURCES	13.329	INQUIRY AND REPORTS
HUMAN RESOURCES	13.330	CALIFORNIA AB119 REPORT - Ability for each employee to choose what info will be disclosed on the Quarterly AB119 reports and set in the system.
HUMAN RESOURCES	13.331	AD-HOC - Ability to perform ad-hoc reporting on any field or feature.
HUMAN RESOURCES	13.332	NEW HIRES - Ability to generate a report of recently hired employees.
HUMAN RESOURCES	13.333	EMPLOYEE AGE - Ability to generate a report of employees within an agency-defined age group.
HUMAN RESOURCES	13.334	EMPLOYEE HISTORY - Ability to report current and historical employee information by agency-defined criteria.
HUMAN RESOURCES	13.335	HISTORICAL REPORTING - Ability to generate reports that includes the data in effect at the time of the report.
HUMAN RESOURCES	13.336	REGULATORY - Ability to generate all benefits reporting necessary and required to meet external mandates (e.g., state pension, federal W4, etc.).
HUMAN RESOURCES	13.337	TENURE - Ability to generate a tenure report.
HUMAN RESOURCES	13.338	INTERFACES AND INTEGRATION
HUMAN RESOURCES	13.339	ACA UPLOAD - Ability to upload Affordable Care Act (ACA) information.
HUMAN RESOURCES	13.340	CALPERS UPLOAD - Ability to export or upload information with My CalPERS.
HUMAN RESOURCES	13.341	EEO-4 REPORT FILE UPLOAD - Ability to electronically submit EEO-4 Report to the Equal Employment Opportunity Commission. VENDOR NOTE - file upload specifications can be found at https://eeocdata.org/eeo4/
HUMAN RESOURCES	13.342	INTEGRATION - ACCOUNTS PAYABLE - Ability to integrate with the Accounts Payable module to generate benefit payment requests.
HUMAN RESOURCES	13.343	INTEGRATION - ACCOUNTS RECEIVABLE - Ability to integrate with the Accounts Receivable module to allow billing of related insurance premiums and other recoverables (i.e., employee on leave of absence or retirees).
HUMAN RESOURCES	13.344	INTEGRATION - BUDGETING - Ability to integrate a central Position Control file with the Budgeting module.
HUMAN RESOURCES	13.345	INTEGRATION - BENEFITS - Ability to import employee benefit elections from a third-party provider.
HUMAN RESOURCES	13.346	INTEGRATION - APPLICANT TRACKING - Ability to integrate the Position Control file with a third-party Applicant Tracking system (NEOGOV) and initiate the creation of an employee Personnel Action Forms (PAF) in the Human Resources module.
HUMAN RESOURCES	13.347	INTEGRATION - PERFORMANCE EVALUATIONS - Ability to integrate an employee's Position and Salary History with a third-party Performance Evaluation system (NEOGOV).
HUMAN RESOURCES	13.348	INTEGRATION - TIME AND ATTENDANCE - Ability to integrate schedules, hours types and accrual codes/balances with the Time and Attendance module.
HUMAN RESOURCES	13.349	INTEGRATION - PAYROLL - Ability to bi-directionally integrate with the Payroll module to allow one-time information entry that is immediately available to all users (e.g., updates to W-4 in the Payroll module).
HUMAN RESOURCES	13.350	INTEGRATION - EMPLOYEE EXPENSE REIMBURSEMENT - Ability to create an employee expense reimbursement request from within an employee self service portal.
HUMAN RESOURCES	13.351	INTEGRATION - WORD PROCESSING - Ability to create personalized letters and forms (i.e., anniversary letters, birthday letters, probationary period reached letters, etc.).
HUMAN RESOURCES	13.352	INTEGRATION - ELECTRONIC CONTENT MANAGEMENT SYSTEM - Ability to integrate with a third-party document management system (Laserfiche) to attach and store files or supporting documents to a record (e.g., PAF, certifications, forms, etc.).

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14. Time & Attendance

Colton CA - Enterprise Resource Planning Solution Feature Function Requirements
Please input a "1" in the appropriate column to the right of the feature/function/capability statement. Further explanations, or information regarding 3rd party software and/or modification costs should also be provided in the comments column and Project Costs worksheet (Appendix G), if applicable. Each "non-title" row (?.000) should have only one "1". Blank rows will be scored as Not Available.
Legend:
Standard - Current	Available in current software release
Standard - Next Release	Guaranteed available in next release of software
Report Writer	Report Writer function through Standard Reports or Ad Hoc Report Writer
3rd-Party Application	Please estimate general cost estimates in comments not a quote, unless available due to your resell arrangement.
Custom Modification	Custom programming by vendor (not meant to be a set-up configuration that is standard process through implementation. Please estimate general costs in comments (not a quote).
Not Available	Not available in current or next release; interfaced/integrated third-party application or through custom modification.
Application	Feature Number	Feature / Function / Capability	Standard - Current	Standard - Next	Report Writer	3rd-Party Application	Custom Modification	Not Available	Comments
		Time & Attendance
	14.000	EMPLOYEE TIME SETUP
TIMEKEEPING	14.001	EXCEPTION ONLY TIME ENTRY - Ability to setup time entry by exception, by employee, or department/division.
TIMEKEEPING	14.002	EXEMPT EMPLOYEES - Ability to track all hours for exempt employees (e.g., project hours), but only pay on salary, not hours.
TIMEKEEPING	14.003	HOURLY EMPLOYEES - Ability to track all hours for non-exempt employees without a fixed schedule.
TIMEKEEPING	14.004	JOB SHARE EMPLOYEES - Ability to track all hours for job share employees without a fixed schedule.
TIMEKEEPING	14.005	MULTIPLE PAY CODE PER EMPLOYEE - Ability to select more than one pay code per employee.
TIMEKEEPING	14.006	NON-EXEMPT COMP PAY CODE - Ability to set up comp time pay codes with multipliers for non-exempt employees (e.g., reg hr. = 1.0 hr. comp time, overtime hour = 1.5 hrs. comp time.
TIMEKEEPING	14.007	STANDBY PAY - Ability to track all hours an employee is required to be immediately available for service
TIMEKEEPING	14.008	SHIFT DIFFERENTIAL - Ability to track all hours an employee works outside of their standard schedule.
TIMEKEEPING	14.009	PAY CODES - Ability to create and modify pay codes as needed.
TIMEKEEPING	14.010	INDIVIDUAL HOURS TYPE(S) - Ability to assign time entry hour type(s)/group(s) to each position so they can charge only to those types.
TIMEKEEPING	14.011	MULTIPLE TASKS AND POSITIONS FOR EMPLOYEE - Ability to record time worked on multiple tasks in different positions, per day.
TIMEKEEPING	14.012	MULTIPLE PRE-SET PAY RATES - Ability to have different pre-set pay rates for the same employee if they are working in different job classifications.
TIMEKEEPING	14.013	TIME ENTRY
TIMEKEEPING	14.014	TIME ENTRY - Ability to submit time entries from any PC that is connected to the Internet (e.g., from home on personal computer).
TIMEKEEPING	14.015	MOBILE TIME ENTRY - Ability to submit time entries from a mobile device (e.g., smart phone, tablet, etc.) that is connected to the Internet. VENDOR NOTE - please comment on mobile devices and platforms that are currently supported by your proposed solution.
TIMEKEEPING	14.016	TIME ENTRY DEVICES - Ability to clock in from one type of device (e.g., mobile) and clock out on another (e.g., time clock).
TIMEKEEPING	14.017	ADVANCE SUBMISSION - Ability for employee to view and submit future timesheet information in advance of a planned leave of absence.
TIMEKEEPING	14.018	COPY PRIOR TIMECARD - Ability for employee to copy another period's timecard detail to current pay period.
TIMEKEEPING	14.019	COMMENTS - Ability to add comments to time at any level of processing.
TIMEKEEPING	14.020	COMMENTS - REQUIREMENTS - Ability to require comments for time entered against agency-defined pay codes.
TIMEKEEPING	14.021	EXCEPTION ENTRY - Ability to enter multiple days of exceptions (vacation, overtime, military duty, etc.) in a single transaction to reduce the number of keystrokes required.
TIMEKEEPING	14.022	EXCEPTIONS - COMMENTS - Ability to require comments to time for all exceptions at any level of processing.
TIMEKEEPING	14.023	TRACK BY DIVISIONS - Ability to track each time entry by cost center (e.g., department, division, etc.).
TIMEKEEPING	14.024	TIMECARD VIEWS - Ability to customize timecard views (e.g., daily, weekly, bi-weekly, grids, calendars, pay period, summary, etc.).
TIMEKEEPING	14.025	MAINTAIN AUDIT TRAILS - Maintain audit trails including changed by, changed date, and record of changes (including deleted pay codes).
TIMEKEEPING	14.026	EMPLOYEE ACCESS TO PAY AND LEAVE TYPES - Ability for employees to see their pay and leave types on entry screens.
TIMEKEEPING	14.027	CALENDAR LOOKUP - Ability for a user to lookup all scheduled time off, in calendar format, for a week or month at a time.
TIMEKEEPING	14.028	LEAVE REQUEST ONLINE - Ability for a user to request time-off online with online workflow approvals by supervisors and department.
TIMEKEEPING	14.029	TIME ENTRY RULES
TIMEKEEPING	14.030	OVERTIME - Ability for overtime calculations to take into account start and stop times, scheduled hours, position worked.
TIMEKEEPING	14.031	TIME ENTRY RULES - Ability to require beginning and ending times for all working time is required whether or not an employee is assigned to a set, established work schedule.
TIMEKEEPING	14.032	TIME ENTRY RULES - Ability to establish time entry rules for regular pay, overtime, leave balance, etc. in compliance with FLSA, personnel rules and regulations, etc.
TIMEKEEPING	14.033	TIME ENTRY RULES - Ability to override established work schedules to take into account early start and stop times.
TIMEKEEPING	14.034	TIME ENTRY VALIDATIONS - Ability for system to auto validate data entry (i.e., check leave balance, employee numbers, account numbers, project numbers, and department numbers).
TIMEKEEPING	14.035	TIME ENTRY LOCATION VALIDATIONS - Ability for system geo-location functionality to track for mobile time in and out, based on agency-defined location boundaries (e.g., can only enter time when mobile device is within a defined geo-fence).
TIMEKEEPING	14.036	TIME ENTRY ALERTS
TIMEKEEPING	14.037	TIME ENTRY ERRORS - Ability to establish error messages based upon time entry rules at time entry for employees who are not in compliance with established rules.
TIMEKEEPING	14.038	TIME ENTRY ALERTS - Ability to block entry/use of any unavailable accrual limits (e.g., annual leave, PTO, holiday, etc.).

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Aug 7, 2025.