Requirements

State of NC HR/Payroll Requirements 1 of 41

HR/Payroll Requirements

# Functional Area Functional Requirements Not supported Comments

1 General RequirementsX




5 General RequirementsAbility to support edits and controls to ensure accurate data entry

X

6 General RequirementsAbility to attach documents to records

X



9 General RequirementsAbility to provide "tickler" functionality to remind users of key events

X

10 General RequirementsAbility to access HR metrics

X

11 General RequirementsAbility to view different HR metrics via a portal

X

12 General RequirementsX X

13 General RequirementsAbility to provide access to templates for letters through a portal

X

14 General RequirementsAbility to provide HR Portal functionality

X

15 General RequirementsAbility to support electronic signatures

X


17 General RequirementsAbility to process multiple transactions with the same effective date

X

18 General RequirementsAbility to provide data conversion utilities and tools

X

19 General RequirementsAbility to support archive/purge capabilities

X

20 General RequirementsAbility to support batch processes required for processing

X

21 General RequirementsAbility to support batch job scheduling

X

22 General RequirementsAbility to access other functions while a batch update is in progress

X

23 General RequirementsAbility to allow for decentralized access to reporting functionality

X

24 General RequirementsAbility to produce graphs and charts

X Standard & Business Warehouse

25 General RequirementsX Standard & Business Warehouse

26 General RequirementsAbility to provide business modeling tools within the application software suite

X

27 General RequirementsAbility to provide a user-friendly report generator which can access multiple databases

X Standard & Business Warehouse

28 General RequirementsAbility to access modifiable reports through a portal

X


30 General RequirementsX X All supported through configuration.

Included in base SAP Business Suite License

Included in additional SAP License

Configurable Requirement

Requires customization to

meet requirement

Ability to extract information from the system to used in desktop applications such as spreadsheets or word processing software for further presentation and analysis

Ability to support a flexible, easy-to-use process to allow for the loading of information to the system from desktop applications

Ability to support the transmission of information including electronic file transactions with external entities and other internal State systems in the required formats

Ability to transmit or receive files from vendors or other outside sources via FTP, Advantage, Web, etc.

All standard formats supported. Advantage will require clarification.

Ability to maintain history of all changes made within the system which includes type of change, user, effective date of change and transaction date

Ability to offer Employee Self Service (ESS) and Manager Self Service (MSS) capabilities within the employee portal

Ability to customize an employee view of the portal and provide access to forms based on type of employee

Manager and Employee are unique roles out of the box. Other roles may be configured.

Ability to provide a fully integrated HR/Payroll application. When updating any data element it will be reflected throughout all modules

Ability to support ad-hoc query and reporting of various application information by authorized personnel. Reporting capabilities must be flexible, allowing user-defined selection and sorting criteria

Ability to create audit trails for specified data changes including field changed, user, date and time

Ability for agencies to have certain parts of the organization process certain actions on their own, vs. having some requiring centralized approval. Ability to control this based on job class and/or action



# Functional Area Functional Requirements Not supported CommentsIncluded in base SAP

Business Suite LicenseIncluded in additional

SAP LicenseConfigurable Requirement


meet requirement

31 General RequirementsAbility to control end-user access to screens, with security down to the field level

X X

32 General RequirementsAbility to support role based security

X

33 General RequirementsAbility to support single sign-on

X



36 General RequirementsAbility to support on-line help and documentation

X


38 General RequirementsAdobe X



41Ability to fund a position through multiple budget sources

X

42X Available through SAP Workflow

43Financials

44Ability to divide position funding by dollar amount or percentage

X X

45Ability to interface to Budget system

X

46X

47Financials

48X X

49X

50Ability to develop drop down menu to select funding code

X

51Financials

52Ability to create rules that determine the salary reserve amount

X X

53X

54X

55Ability to generate new, budget approved positions through a mass update

X

56Ability to approve position creation and changes via workflow

X

57Ability to assign person to two organizations

X

58Ability to attach documents to a position record

X

59Ability to capture and maintain information associated with job classification audits

X X

60X

Ability to edit field names, create custom input screens, notifications, help screens, and lookup tables

Ability to support drop-down menus that provide for ease of navigation through the system

Ability to route documents and/or information through the application or alternative mail system

The State currently houses several different email systems. This requirement will need to be assessed during implementation to determine which mail systems will be used.

Ability to support of work flow capabilities that allow users to select and define the flow of transactions based upon business rules, roles and routing of documents

Ability to support work flow capabilities that provide event monitoring, allowing for the electronic notification of the occurrence of certain processing or date values

Ability to support work flow management, including electronic approval, that is integrated throughout the application

Design and Maintain Org. Structure


Ability to create an online request to the Office of Budget Management that a position be funded. Request should include position title, description, justification, maximum salary requested and funding source


Ability to attach position funding to an employee filling a different position (employee is not connected in any way to the position except for the funding-"work against")

Can attach but not encumber without SAP financials; Position Budget Control functions when SAP Financials employed.


Dollar supported in base package; percentage can be configured.



Ability to reclassify positions and change account-coding distributions (funding sources) associated with the positions and the individuals within those positions globally


Ability to track budgeted salary that has not been paid due to vacated position (lapsed salaries)

Position Budget Control functions when SAP Financials employed.


Ability to send a FTE (Full Time Equivalency) to the budget system through an interface when a new position is created in the system

The State acknowledges that more details will be needed during implementation to complete configurations. Business process and rules will also be defined.


Ability to generate a workflow item for budget approval when a time limited position is extended



Ability to generate a workflow item to update salary reserves when an employee is hired at an amount different from the budgeted amount for the position




Ability to generate a reminder that the date is approaching for the end of a probationary period


Ability to generate a reminder that the end date for an employee in a temporary (time limited) position is approaching








Ability to create a "planned" organizational structure to model potential organization changes







meet requirement

61Ability to delete positions

X

62Ability to inactivate positions

X

63Ability to flag a position for reevaluation or reclassification in a set amount of time

X X

64X X

65X

66Ability to uniquely identify positions as classified and unclassified

X

67X

68X

69Ability to maintain job procedures online and access them through an employee portal

X

70Ability to maintain a complete organization history

X

71X

72X

73X X

74Ability to track position end date for temporary, time limited, or grant-funded positions

X

75Ability to extend the end date of a time limited position

X

76X

77Ability to view position costs and necessary approvals

X

78X X Only months per year will require configuration.

79Ability to route new job descriptions to classification for approval

X Available through SAP Workflow

80Ability to document position classification

X

81Ability to add a text box for justification of position

X

82Ability to document identifying data for agency, division, individual position

X

83Ability to create a unique ID number for each position

X

84Ability to track and report on Span of control

X

85X

86Ability for employee to report to two supervisors

X X Metric management is supported.

87X Org Publisher / Nakisa

88X Org Publisher / Nakisa

89Ability to create organizational chart by department, division, and individual work units

X Org Publisher / Nakisa

90Ability to create organizational charts based on a "reports to" structure

X Org Publisher / Nakisa






Ability to flag a position that must be reclassified when it is vacated (to a lower pay level, for example)


Ability to flag if a position has special funding and track additional money allocated to that position



Ability to handle batch transfers of groups of positions across departments and companies


Ability to maintain an electronic job description for all positions including on-line development of position description (job duties, educational and skill requirements, experience requirements and credentialing requirements)




Ability to retain a history of all positions, including data on inactive positions, inactive employees, reclassifications, etc.


Ability to provide edits to ensure that no person is put in a position until the position is approved


Ability to support audit of job descriptions for: Proper classification, Proper FLSA status, Proper pay group




Ability to track the following information for each position:- Incumbent's) current and past- Vacancies



Ability to track the following information for each position:- Job Class- Job Description








Ability to support the creation of hierarchies; departments can be linked to agencies, etc.



Ability to generate organizational charts from organizational information entered into system

Simple charts generated in SAP standard. More 'highly formatted' requirements through SAP partners. The State expects to select and implement a 3rd party tool as part of the project in order to meet the requirement.Design and Maintain Org.

StructureAbility to create an organizational chart with attributes (such as demographics, employment data, etc.)


Structure


Structure

Simple charts generated in SAP standard. More 'highly formatted' requirements through SAP partners. The State expects to select and implement a 3rd party tool as part of the project in order to meet the requirement.







meet requirement

91Ability to create organizational charts based on position funding

Org Publisher / Nakisa

92Ability to view organizational charts through a manger's portal

Org Publisher / Nakisa

93X

94X X Available through reporting

95X

96Ability to report on length of time a position is vacant

X

97X

98X

99Ability to track alternate reporting relationships (i.e. dotted line)

X X

100Ability to report on positions by organization level / unit

X

101Ability to report on positions by funding source

X

102Ability to report on open positions

X

103Ability to report on positions by organization level / unit

X

104Ability to extract and report on different funding data for positions

X

105Ability to combine data from multiple sources to do analysis of workloads etc.

X X

106Ability to include and report on seasonal and temporary employees

X

107Ability to model organizational plans within the system and report on costs

Budget X

108 Career and Succession PlanningAbility to track a proficiency level of a KSA

X

109 Career and Succession PlanningAbility to have an employee self rate certain skills

X

110 Career and Succession PlanningAbility for an employee to self rate skills via an employee portal

X

111 Career and Succession PlanningAbility to link skill proficiency and performance data and highlight gaps in performance

X

112 Career and Succession PlanningAbility to have certain skills updated by manager only

X X

113 Career and Succession PlanningAbility to track if a skill has been verified

X X

114 Career and Succession PlanningAbility to track training received on the employee record

X

115 Career and Succession PlanningAbility to track test results

eLearning

116 Career and Succession PlanningAbility to track certifications, certification dates, and certification expiration dates

X

117 Career and Succession PlanningX

118 Career and Succession PlanningAbility to report on pending certification needs

X




The State expects to select and implement a 3rd party tool as part of the project in order to meet the requirement.


The State expects to select and implement a 3rd party tool as part of the project in order to meet the requirement.


Ability to track the existence of contractors (not necessarily HR details of those people) within the organizational charts


Ability to generate a warning flag if employee at a lower level is supervising an employee at a higher level


Ability to maintain a list of available positions identifying authorized positions, vacant positions and filled positions



Ability to provide data on job descriptions, job activities, and job responsibilities for salary and other benefit comparisons across company, division, department, or team environments


Ability to report real time on number of positions and costs such as current and planned salary











The State recognizes that completing this requirement in conjunction with the SAP Budget Planning system is recommended; however, the State will only be implementing the portion of the Budget/Financials needed to support HR and payroll activities at this time.

Ability to provide a notification if a certification is about to expire or has not been achieved by a certain date

Ability to provide a reminder notice to employee and manager when a certification date is approaching (ESS/MSS enabled)

Ability to provide a reminder notice when a continuing professional education deadline is approaching (ESS/MSS enabled)







meet requirement



123 Career and Succession PlanningAbility to track employee interest in specific jobs

X

124 Career and Succession PlanningAbility to track employee interest in specific agencies

X X


126 Career and Succession PlanningAbility to measure the progress of an employee against their development plan

X

127 Career and Succession PlanningAbility to link a deficiency on a performance appraisal back to a development need

X X

128 Career and Succession PlanningAbility to report on specific needs across groups

X

129 Career and Succession PlanningAbility to attach multiple development plans to an employee

X

130 Career and Succession PlanningAbility to match a development need to a training course

X

131 Career and Succession PlanningAbility to report on the cost of providing training to meet a development need

X

132 Career and Succession PlanningAbility to track whether development needs have been met

X

133 Career and Succession PlanningAbility to track whether a development need is directly job related

X X

134 Career and Succession PlanningAbility to track why objectives have not been met

X X

135 Career and Succession PlanningAbility to track level of career plan completion and date completed

X


137 Career and Succession PlanningX X

138 Career and Succession PlanningX X


140 Career and Succession PlanningAbility to match needs assessment data with available course offerings

eLearning



143 Career and Succession PlanningAbility to report on employees who are planning to acquire a skill, but have not

X X



146 Career and Succession PlanningAbility to automatically update an employee's career plan when a course is completed

X

147 Career and Succession PlanningAbility for an employee to match their skills to jobs in the organization

eLearning

148 Career and Succession PlanningAbility for the system to link to outside career development tools

eLearning X

149 Career and Succession PlanningAbility to prioritize goals in a career plan

X X

150 Career and Succession PlanningAbility to track different types of competency models

X

Ability to track vehicular license status and defensive driving training requirements, and provide a reminder notice for renewal dates for each. (ESS/MSS enabled)

Ability to maintain an inventory of skills, prior work experience, significant accomplishments, languages, community activities, and professional memberships

Ability to document and track employee development plans/goals & link to training offerings

Ability to establish and maintain a recommended education and career development curriculum for each employee

Ability to link career and succession planning information to historical performance and training information


Ability to support the identification of future training requirements for an employee. For example, requirements that may have been identified during performance review

Ability to track the progress of various employee groups, including minorities by state defined demographic data

Ability to support matching/gap analysis between job related training requirements and employee qualifications


Ability to identify future training requirements for an employee. For example, requirements that may have been identified during performance review







meet requirement

151 Career and Succession PlanningAbility to capture peers by job type to rate individual competencies

X

152 Career and Succession PlanningAbility to generate surveys to validate competencies by job or position

153 Career and Succession PlanningAbility for a user to modify job competencies through a web interface

X


155 Career and Succession PlanningAbility to categorize skills

X

156 Career and Succession PlanningAbility to prioritize skills at the job or position level

X X

157 Career and Succession PlanningAbility to link skills with competency models

X


159 Career and Succession PlanningAbility to report on competencies required for positions that will be available

X

160 Career and Succession PlanningAbility to report on age and retirement eligibility to determine future open positions

X X Available through SAP Business Warehouse

161 Career and Succession PlanningAbility to track vacancy rates

X

162 Career and Succession PlanningAbility to link succession plans to future organizational and workforce plans

X X

163 Recruiting, Hiring & IntegrationAbility to have on-line access to position requisition forms

164 Recruiting, Hiring & IntegrationeRecruitment


166 Recruiting, Hiring & IntegrationAbility to view position costs and necessary approvals

eRecruitment X Available through SAP Workflow

167 Recruiting, Hiring & IntegrationAbility for recruiters to edit position requisitions submitted by managers

eRecruitment


169 Recruiting, Hiring & IntegrationAbility to store electronic applications that can be updated rather than re-entered

eRecruitment

170 Recruiting, Hiring & IntegrationAbility to allow job postings to be customized with further detail at the job posting level

eRecruitment

171 Recruiting, Hiring & IntegrationAbility to generate e-mail and Web-based posting notices for positions to be filled

eRecruitment

172 Recruiting, Hiring & IntegrationAbility to allow multiple positions to be filled from a single job posting

eRecruitment

173 Recruiting, Hiring & IntegrationAbility to post information in various formats (Web, Intranet, and hard copy)

eRecruitment


175 Recruiting, Hiring & IntegrationAbility to provide a link from job listing to the individual agency

eRecruitment X Available through SAP HR XML Tools.

176 Recruiting, Hiring & IntegrationAbility to track historical posting information

eRecruitment

177 Recruiting, Hiring & IntegrationAbility to apply for multiple positions at the same time

eRecruitment

178 Recruiting, Hiring & IntegrationAbility to classify posting as "internal to the agency," "internal to the State," or "external"

eRecruitment

179 Recruiting, Hiring & IntegrationAbility to pull Training and Experience (job requirements) into the posting

eRecruitment

180 Recruiting, Hiring & IntegrationAbility to edit data pulled into the job posting

eRecruitment

Adobe Forms / eRecruitment

Ability for an employee to access KSA(s) and competencies by job or position via a portal

Software provides the ability to flag a skill as 'Essential'.

Ability to track training needs, qualifications and certifications required for a job or position

Adobe Forms/ eRecruitment

Ability to maintain different position types such as regular, supplemental, dual employment, regular part-time, temporary full-time, temporary part-time, etc.)

Ability to attach to each position or job an accepted skill set and experience or education requirement that can be defined and profiled for criteria matching against employees and/or applicants for the position

Ability for applicants to establish and maintain multiple electronic job applications through the use of an industry-standard web browser

Ability to view an online vacancy list that has links to the corresponding position description and job classifications







meet requirement

181 Recruiting, Hiring & IntegrationAbility to provide generic application instructions

eRecruitment

182 Recruiting, Hiring & IntegrationAbility to provide salary range and recruitment range information

eRecruitment

183 Recruiting, Hiring & IntegrationAbility to provide job location

eRecruitment

184 Recruiting, Hiring & IntegrationAbility to denote type of position (permanent, temporary)

eRecruitment

185 Recruiting, Hiring & IntegrationAbility to provide position opening and closing dates

eRecruitment

186 Recruiting, Hiring & IntegrationAbility to access archived postings

eRecruitment

187 Recruiting, Hiring & IntegrationAbility to track continuous postings

eRecruitment

188 Recruiting, Hiring & IntegrationAbility to electronically send postings to other job posting sites

eRecruitment X


190 Recruiting, Hiring & IntegrationAbility to receive resumes in various formats (scan, fax, email, web)

eRecruitment



193 Recruiting, Hiring & IntegrationAbility to record all advertising activity associated with the recruitment process

eRecruitment

194 Recruiting, Hiring & IntegrationAbility to track status of a position requisition form

eRecruitment

195 Recruiting, Hiring & IntegrationAbility to track vacant positions by date vacated or other user-defined criteria

eRecruitment



198 Recruiting, Hiring & IntegrationAbility to allow applicant to signify whether former employers may be contacted

eRecruitment

199 Recruiting, Hiring & IntegrationAbility to support the documentation of required certifications upon hiring

eRecruitment X



202 Recruiting, Hiring & IntegrationAbility to track applicant activity history

eRecruitment

203 Recruiting, Hiring & IntegrationAbility to gather veteran information

eRecruitment

204 Recruiting, Hiring & IntegrationAbility to maintain applicant data for EEO reporting (race, gender, age, disability status)

eRecruitment

205 Recruiting, Hiring & IntegrationAbility to indicate applicants who have relatives working for the State

eRecruitment

206 Recruiting, Hiring & IntegrationAbility to indicate applicants with a felony

eRecruitment

207 Recruiting, Hiring & IntegrationAbility to indicate if applicant is legally eligible to work in the United States

eRecruitment

208 Recruiting, Hiring & IntegrationAbility to track test scores, if needed

eRecruitment

209 Recruiting, Hiring & IntegrationAbility to track internal vs. external applicants

eRecruitment

210 Recruiting, Hiring & IntegrationeRecruitment X

Ability to require an additional agency-specific application or form (such as for agencies that require an employment-at-will statement)

As attachments only. The State will not be leveraging Resume-Mirror which will be included in the Aug 05 mid-version release.

Ability to attach documents created using industry-standard office suite applications to electronic job applications

Ability to allow recruiter to document all activities undertaken to fill a position (e.g., newspaper ads, etc.)

Ability for an internal applicant to create an application with pre-populated fields based upon their employee data

Ability for applicant to check application status online (application received, application under review)

Available through workflow, process templates and attachments.

Ability to track applicant data including: name, address, demographics, qualifications, previous applicant activity, degrees, licenses, recruiting source, military service, education, and work historyAbility to track employee and applicant test results, posting number, recruitment process status

Ability to access and complete online worksheets with calculations used for justifying salary







meet requirement

211 Recruiting, Hiring & IntegrationAbility to track offer rejections

eRecruitment

212 Recruiting, Hiring & IntegrationAbility to create drop down menu for reasons offer was not accepted

eRecruitment


214 Recruiting, Hiring & IntegrationAbility to assign start date for an applicant

eRecruitment



217 Recruiting, Hiring & IntegrationAbility to track interviews and interview comments

eRecruitment

218 Recruiting, Hiring & IntegrationAbility to perform electronic keyword scan to evaluate applicants

eRecruitment

219 Recruiting, Hiring & IntegrationAbility to screen applicants by years of experience or other user-defined criteria

eRecruitment



222 Recruiting, Hiring & IntegrationAbility to support the internal distribution of resumes through e-mail

eRecruitment X Available through SAP Workflow

223 Recruiting, Hiring & IntegrationAbility to view a real time Recall to Work list for laid-off employees

eRecruitment X Available through Workflow and Warehouse


225 Recruiting, Hiring & IntegrationAbility to view internal/external applicants by posting

eRecruitment

226 Recruiting, Hiring & IntegrationAbility to indicate that the applicant is a priority applicant due to a RIF or military status

eRecruitment X


228 Recruiting, Hiring & IntegrationAbility to sort applicants based on priority indicators

eRecruitment

229 Recruiting, Hiring & IntegrationAbility to flag retirees

eRecruitment

230 Recruiting, Hiring & IntegrationAbility to flag applicants who are employed at a NC public university

eRecruitment

231 Recruiting, Hiring & IntegrationAbility to conduct text searches for key words on applicant information

eRecruitment

232 Recruiting, Hiring & IntegrationAbility to run a report showing qualification statistics

eRecruitment

233 Recruiting, Hiring & IntegrationAbility to create a check box if school is certified

eRecruitment X

234 Recruiting, Hiring & IntegrationAbility to indicate disposition of candidate (most qualified, qualified, not qualified)

eRecruitment

235 Recruiting, Hiring & IntegrationAbility to develop a drop down menu of reasons why a candidate was not selected

eRecruitment

236 Recruiting, Hiring & IntegrationAbility to flag priority candidates who are qualified for position

eRecruitment

237 Recruiting, Hiring & IntegrationAbility to run a status report on priority candidates

eRecruitment


239 Recruiting, Hiring & IntegrationAbility to rank candidates in order to make a recommendation for an offer

eRecruitment

240 Recruiting, Hiring & IntegrationAbility to attach documents supporting selection decision

eRecruitment

Ability to analyze applicants based on:- Education- Past experience and skills,

Ability to generate 2 types of offer letters to chosen candidate based on whether candidate is already a State employee or is coming from outside State government (and will be a probationary employee)Ability to have candidate and applicant data available to users, as determined by security

Ability to schedule interviews and skills tests (if required for position) and document results of interviews and skills tests

Ability to support distributing and coordinating an internal interview schedule through e-mail

Ability to perform automated comparison of position requirements to qualifications, education, and experience of available applicants for a position, and generate a list of potential candidates to be considered for hiring

Additional Fields and Search Functions can be configured in eRecruiting

Ability for agency to choose to generate email acknowledging receipt of application. For applicants without email address, batch once a week and generate letters

Ability to provide free-form comments to explain why priority candidates were not selected







meet requirement

241 Recruiting, Hiring & IntegrationAbility to email qualified applicant information to department heads

eRecruitment

242 Recruiting, Hiring & IntegrationAbility to automatically generate commitment and regret letters

eRecruitment

243 Recruiting, Hiring & IntegrationAbility to generate notifications informing applicants of their status in the hiring process

eRecruitment


245 Recruiting, Hiring & IntegrationAbility to track job offers made to applicants and applicants responses

eRecruitment


247 Recruiting, Hiring & IntegrationAbility for manager/supervisor to retrieve recruiting/hiring information electronically

eRecruitment

248 Recruiting, Hiring & IntegrationAbility to provide hiring managers visibility to their Affirmative Action plans

X



251 Recruiting, Hiring & IntegrationAbility to print applications

eRecruitment

252 Recruiting, Hiring & IntegrationAbility to track references and results of reference checks for all applicants

eRecruitment




256 Recruiting, Hiring & IntegrationeRecruitment X Available through SAP Workflow

257 Recruiting, Hiring & IntegrationX




261 Recruiting, Hiring & IntegrationAbility to generate an employment verification checklist

X

262 Recruiting, Hiring & IntegrationAbility to automatically check for duplicate social security numbers

X

263 Recruiting, Hiring & IntegrationAbility to rehire employees utilizing data that exists in their latest employee record

X



266 Recruiting, Hiring & IntegrationAbility to generate orientation information that candidate must receive before start date

X

267 Recruiting, Hiring & IntegrationAbility to provide employee orientation information through an employee portal

X


269 Recruiting, Hiring & IntegrationAbility to track new employee orientation attendance

X

270 Recruiting, Hiring & IntegrationAbility to report on employees who have not attended new hire orientation

X

Ability to support multiple interview and notification processes for a single applicant (i.e., two divisions within the agency recruiting a single applicant)

Ability to track and view a candidate's status in the recruitment process. (e.g., Interview Scheduled, Interviewed, Offer Extended, Offer Refused, Acknowledgement Letter Sent)

Availabel through Knowledge Management and document Management tools.

Ability to provide hiring managers the ability to evaluate EEO data by department, division, and work unit sections

Ability to provide email notification to stakeholders (dept heads, managers, recruiting staff) that he/she has an applicant in the selection/hiring process

Ability to record background checks on applicants and to denote if the background checks have been completed

Ability to record drug testing results from applicants and employees for selected positions

Ability to provide a electronic reminder to recruiter that background verification needs to occur within a specified number of days

Ability to track employment policies and agreements an applicant must sign on the date of hire such as substance abuse policy, sexual harassment policy, badge issuance, etc.

Ability to link applicant to required testing and training prerequisites associated with a particular position

Ability to identify safety sensitive classifications and positions that require drug testing and/or criminal background checks

Ability to identify transactions that require drug testing. For example: appointments, reinstatements, transfers

Ability to flag employee records to show compliance with drug test and background check requirements

Ability to automatically feed information from applicant tracking system into employee data

Ability to allow new hire processing to cross multiple functions (e.g., benefit plan enrollment, classification, payroll, position control, employment personal data)

Ability to trigger notifications to other departments (facilities, IT, security) when an employee is hired







meet requirement


272 Recruiting, Hiring & IntegrationAbility to house employee handbook online

X


274 Recruiting, Hiring & IntegrationAbility for employee to sign up for parking waiting list

X X


276 Recruiting, Hiring & IntegrationAbility to identify and track the Reinstatement of person

X

277 Recruiting, Hiring & IntegrationAbility to identify and track the Reemployment of person

X


279 Recruiting, Hiring & IntegrationAbility to track employee qualifications

X

280 Recruiting, Hiring & IntegrationAbility to calculate seniority based on State rules

X X





285 Recruiting, Hiring & IntegrationAbility to denote foreign national classification

X

286 Recruiting, Hiring & IntegrationAbility to correct birthdates

X

287 Recruiting, Hiring & IntegrationAbility to report on job and position attributes at the employee level

X

288 Recruiting, Hiring & IntegrationX X




292 Recruiting, Hiring & IntegrationAbility to process address changes

X

293 Recruiting, Hiring & IntegrationAbility support address changes through a web-based portal

X

294 Recruiting, Hiring & IntegrationAbility to support multiple employee addresses

X

295 Recruiting, Hiring & IntegrationAbility to support foreign addresses

X

296 Recruiting, Hiring & IntegrationAbility to track multiple work locations

X

297 Recruiting, Hiring & IntegrationAbility to support an employee history record which allows unlimited entries

X

298 Recruiting, Hiring & IntegrationAbility to record married and maiden names

X

299 Recruiting, Hiring & IntegrationAbility to process name changes and track history of change

X

300 Recruiting, Hiring & IntegrationAbility to record common name or nickname for an employee

X

Ability to generate a checklist of required training and certifications for new hires based on position/classification

Ability to track assigned property such as: badges, keys, cell phones, weapons, uniforms, state vehicles, computers, etc. The State acknowledges that more details will be

needed during implementation to complete configurations. Business process and rules will also be defined.

Ability to track all employment information including:- Employment Application- Employee Evaluations

Ability to support multiple employee statuses, for example: Probationary, Classified, Unclassified, Full-Time, Part-Time, Exempt, Non-Exempt, Seasonal, Temporary


Ability to maintain pertinent employee information (including but not limited to the following):-Employee number (SSN)Ability to maintain pertinent employee information (including but not limited to the following):-Hire DateAbility to maintain pertinent employee information (including but not limited to the following):-Compensation informationAbility to maintain pertinent employee information (including but not limited to the following):-Career service recognition information

Ability to support compliance with the Military Selective Service Act by tracking employees registered with the Selective Service System

Ability to automatically calculate critical dates such as performance review dates, probationary period end dates, merit increase dates, and leave of absence end dates

Ability to default attributes such as Full-time, Exempt, etc. attached to a job to an employee record

Ability to override default data for an employee in an hourly positions working against a permanent position







meet requirement

301 Recruiting, Hiring & IntegrationAbility to record hyphenated last names

X

302 Recruiting, Hiring & IntegrationAbility to record emergency contact information by the employee through a portal

X

303 Recruiting, Hiring & IntegrationAbility to record Driver's License number/restrictions

X

304 Recruiting, Hiring & IntegrationAbility to maintain effective dates for I-9 verifications

X

305 Recruiting, Hiring & IntegrationAbility to handle transfers between departments

X


307 Recruiting, Hiring & IntegrationAbility for employee to view vacation days

X

308 Recruiting, Hiring & IntegrationAbility to track adjusted service dates

X

309 Recruiting, Hiring & IntegrationAbility to track rehire dates

X

310 Recruiting, Hiring & IntegrationAbility to have credited service updated as additional months are worked

X X


312 Recruiting, Hiring & IntegrationAbility to provide a standard public information record for each employee

X

313 Recruiting, Hiring & IntegrationAbility to identify essential versus non-essential staff

X


315 Recruiting, Hiring & IntegrationAbility to track statuses of leave with and without pay

X



318 Recruiting, Hiring & IntegrationAbility to be notified when work visas are due to expire

X

319 Recruiting, Hiring & IntegrationAbility for employee to data enter and update their own direct deposit information

X

320 Recruiting, Hiring & IntegrationAbility to track security profile information

X

321 Recruiting, Hiring & IntegrationAbility to track assigned parking space

X X Available through employing Customer Infotype

322 Recruiting, Hiring & IntegrationAbility to track aggregate service credit

X

323 Recruiting, Hiring & IntegrationAbility to track retirement service credit

X

324 Recruiting, Hiring & IntegrationX X

325 Recruiting, Hiring & IntegrationAbility to track mentor relationship between employees

X X

326 Recruiting, Hiring & IntegrationAbility to report on years of service

X

327 Recruiting, Hiring & IntegrationAbility to report on service awards

X

328 Recruiting, Hiring & IntegrationAbility to report on reasons why qualified candidates were accepted or rejected

eRecruitment

329 Recruiting, Hiring & IntegrationeRecruitment X

330 Recruiting, Hiring & IntegrationAbility to report on EEO data

eRecruitment

Ability to support the transfer of existing employees or rehires in different calendar years without the need to re-key basic information

Ability to differentiate sensitive information versus public information so that sensitive information is not disclosed during a public records act disclosure

More details will be provided during implementation as to the exact nature of the 'public record' and how it is published

Ability to generate a list of essential staff that must report during inclement weather. Employee and manager access to this status

Ability to track position end date for temporary or grant-funded positions and create notification as date approaches

Ability to track maximum hours allowed to work and create notification as the employee approaches the maximum

Ability to calculate and recalculate longevity and state service based on new hire, return from leave without pay, termination, rehire, etc.

Available through the extension of the SAP relationship concept

Ability to calculate adverse impact on candidates and employees throughout the recruitment and selection process








meet requirement

331 Recruiting, Hiring & IntegrationeRecruitment Available through SAP Business Warehouse

332 Recruiting, Hiring & IntegrationAbility to track complaints against a position and pull EEO statistics for that position

eRecruitment X

333 Recruiting, Hiring & IntegrationAbility to report on Recruitment cycle timeframes

eRecruitment

334 Recruiting, Hiring & IntegrationeRecruitment X Available through SAP Business Warehouse

335 Recruiting, Hiring & IntegrationeRecruitment X Available through SAP Business Warehouse

336 Recruiting, Hiring & IntegrationeRecruitment Available through SAP Business Warehouse


338 Recruiting, Hiring & IntegrationAbility to report on time between approvals

eRecruitment

339 Recruiting, Hiring & IntegrationAbility to track the cost of recruiting by department or other user-defined criteria

eRecruitment

340 Recruiting, Hiring & IntegrationAbility to produce requisition forms

eRecruitment

341 Recruiting, Hiring & IntegrationX Available through SAP Business Warehouse

342 Recruiting, Hiring & IntegrationAbility to support an interface to submit requests for background checks

eRecruitment Available using SAP Netweaver

343 Recruiting, Hiring & IntegrationAbility to interface with an external payroll system

X

344 Recruiting, Hiring & IntegrationAbility to interface with the State's document imaging system

X Available using SAP Netweaver

345 Recruiting, Hiring & IntegrationAbility to maintain imaged documents

eRecruitment

346 Recruiting, Hiring & IntegrationX Available using SAP Netweaver

347 Training & DevelopmentX

348 Training & DevelopmentInfopak X

349 Training & DevelopmentAbility to report on outstanding academic forms per person for reimbursement

Adobe Forms X

350 Training & DevelopmentPayroll/ Financials

351 Training & DevelopmentAbility to validate course enrollment against previous courses taken

elearning

352 Training & DevelopmentAbility to have a class/course in planning state vs. active state

X

353 Training & DevelopmentAbility to add, modify, delete and track course generations

X

354 Training & DevelopmentAbility to establish course templates with generic information

X

355 Training & DevelopmentAbility to establish maximum/minimum numbers of students to attend a course

X

356 Training & DevelopmentAbility to establish and edit for prerequisites for attending a course

X

357 Training & DevelopmenteLearning X


359 Training & Developmentelearning


Ability to combine and report on applicant tracking EEO data from multiple systems if multiple systems are in place

Ability to produce a report with the statistics on the number of interviews to hire, numbers who passed probationary period, etc.

Ability to provide management reports that include the name of recruiter, posting number, name of posting, internal or external posting, source of candidates, time to fill vacancy, date of request, date of posting, date of interviews, date of hireAbility to report on the cost of recruitment - external costs (e.g., advertising, travel costs)

Ability to support identification of jobs that are difficult to recruit for the State based on time to fill

Ability to provide data on job descriptions, activities, and responsibilities for salary and other benefit comparisons across company, division, department, or team environments and between internal and external entities

Ability to interface with software that randomly selects employees for random drug testing

Ability to feed cost information to payroll for education reimbursement, with indication if it is taxable

Ability to provide for on-line administration of Academic Assistance program including application, approvals, tracking approved courses, and reimbursements. (ESS/MSS enabled)

Ability to track and report amount paid out in tuition reimbursement, and how much each employee has been paid out this year

The State currently pays training out of Accounts Payable; The State intends to implement a subset of SAP financials needed in order to run payroll.

Ability to establish eligibility requirements for course attendance (e.g., job class, salary group, program area)

Ability to maintain a course catalog with full course description and dates offered (ESS/MSS enabled)

Ability to display a synopsis of course offerings indexed online with keyword search capability (ESS/MSS enabled)

Ability to support interfaces / hyper links to external training institutions for course and class information. (ESS/MSS enabled)







meet requirement


362 Training & DevelopmentAbility to store and maintain training budgets

Financials For Budgets

363 Training & DevelopmentAbility to support monitoring of demand for courses

X


365 Training & DevelopmentAbility to support cost defaults for events

X

366 Training & DevelopmentAbility to add class notes

X

367 Training & DevelopmentAbility to maintain a waiting list at the class level

X

368 Training & DevelopmentAbility to close-out classes

X

369 Training & DevelopmentAbility to cancel classes

X


371 Training & DevelopmentAbility to have new training facilities go through approvals via workflow

X X


373 Training & Developmentelearning X



376 Training & DevelopmentAbility for a manager to approve individual training plans (ESS/MSS enabled)

X X

377 Training & DevelopmentAbility to bill agencies for their attendance in a training session

X

378 Training & DevelopmentAbility to support course / event enrollment through ESS

elearning



381 Training & DevelopmentAbility to send reminders to employees who have registered for an upcoming class

elearning

382 Training & DevelopmentAbility for supervisors to authorize training requests (ESS/MSS enabled)

X


384 Training & DevelopmentAbility to support participant registration for concurrent breakout sessions

elearning



387 Training & DevelopmentAbility to generate mass notifications in case of class changes

X

388 Training & DevelopmentAbility to report on employee location

X



Ability to establish mandatory training that all State employees are required to attend (e.g., ethics, sexual harassment, cultural diversity, job safety etc.)

Ability to support the maintenance of instructor or speaker information including contact information, availability, cost, qualifications, etc.

Ability to track a centralized list of facilities, including facility details - e.g., lighting, accessibility, space

Ability to link to a knowledge management system where presenters could pull up training materials

Ability to distinguish courses the employee selects versus courses the manager recommends

Ability to track "training preferences" for each employee - location, disabilities, inability to do online training, etc.

Ability to maintain a fluid training plan, i.e. updated with new requirements, courses completed

Ability to track employees waiting to enroll in a course or class (in waiting list order), and automatically notify employee on waiting list when an opening becomes available

Ability to provide automated confirmation of registration for classes with a link to any pre-work, requirements, and maps to course location (ESS/MSS enabled)

Ability to support course listings that can be manipulated with filters (e.g., by type, location) (ESS/MSS enabled)

Ability to enroll other state agency employees to an agency specific class (e.g., for shared training with other agencies)

Ability to add notes to an employee’s training record (e.g., special accommodations required)

Ability to link to class materials published online for class participants to view (ESS/MSS enabled)

Ability for assessments and pre-work that can be assigned prior to arrival at training via link to website (ESS/MSS enabled)







meet requirement




394 Training & DevelopmentAbility for multiple levels of approval for a training request (ESS/MSS enabled)

X

395 Training & DevelopmentAbility to have a drop-down list of reasons to reject training request

X


397 Training & DevelopmentAbility to notify employees and supervisors of cancellation

X


399 Training & Developmentelearning Available through SAP Workflow




403 Training & DevelopmentAbility to pre-approve for courses, if necessary (skip workflow step)

X

404 Training & DevelopmentAbility to print mailing labels to send materials

X

405 Training & DevelopmentAbility to track substitutions on the day of the training

X

406 Training & DevelopmentAbility to track training enrollees by a system generated ID number

X

407 Training & DevelopmentAbility to compare actual training costs to budgeted costs

Financials For Budgets

408 Training & Developmentelearning Available through SAP Business Warehouse


410 Training & DevelopmentFinancials For Budgets

411 Training & DevelopmentAbility to maintain historical information on all classes

X

412 Training & DevelopmentAbility to track and report on cancellations and no shows

X


414 Training & DevelopmentAbility for electronic sign-in for courses

elearning X

415 Training & DevelopmentAbility to track training of non-government employees

X

416 Training & DevelopmentAbility to have standardized questions and scales for course evaluations

X



419 Training & DevelopmentAbility to track funding spent on training per employee

X

420 Training & Developmentelearning Available through SAP Business Warehouse

Ability to restrict access to courses to people who are eligible for those courses, but training managers have access to all information

Course pre-requisite checks prevent users from enrolling; additional configuration can restrict access further.

Ability to verify that the employee has met course prerequisites upon enrolling (ESS/MSS enabled)

Ability to verify whether employee has met course requirements when enrolling (ESS/MSS enabled)

Ability to generate training confirmations for managers to distribute to employees without access to email

Ability to generate class roster with contact information, and share that information with appropriate groups (i.e. security, facilities, etc.)

Ability to require supervisor approval for attendee to cancel training attendance (ESS/MSS enabled)

Ability to provide workflow enabled approvals for enrollment in external courses that includes attachments of external materials (ESS/MSS enabled)

Ability to track additional status for external courses - enrollment, confirmation of attendance

Ability to provide a reminder notification if the date of an external class has passed, but status has not been changed to Completed

Ability to track costs of training and effectiveness versus recruiting costs to make decisions about training and recruitment

Ability to capture anonymous class evaluation feedback through web-enabled evaluation surveys or other means (ESS/MSS enabled)

Ability to track training costs at class level (budgeted vs. actual amount spent; roll-up to course cost data)

Ability for a follow-up mechanism to track applicability and usefulness of class at intervals

Ability to maintain a bank of standard surveys (for instructors and classes) for different types of training

Ability to produce ad-hoc reports with real time access to view data - class attendance, performance, costs, travel

Ability to support a pre and post evaluation form / questionnaire to assist in evaluating change in behavior







meet requirement


422 Training & DevelopmentAbility to maintain and generate employee training history

X

423 Training & DevelopmentAbility for a manage to view an employee's training history through a manager's portal

X

424 Training & DevelopmentAbility to support the integration of training and performance management information

X





429 Training & DevelopmentAbility to track completion of specific examinations, scores, and dates of completion

elearning

430 Training & DevelopmentAbility to tie course completion to employee succession planning


432 Training & DevelopmentAbility to print certificates to show participation or successful completion of a course

X

433 Training & DevelopmentAbility to adjust credit for course if someone only attends part of a training course

elearning X

434 Training & DevelopmentAbility to link to payroll to make adjustments to salary based on courses completed

Payroll

435 Training & DevelopmentAbility to provide a notification to managers that employees have achieved certification

elearning X



438 Training & DevelopmentAbility for employees to view their own certifications and training (ESS/MSS enabled)

elearning

439 Training & DevelopmentAbility for managers to create custom reports including training budgets, employees, etc

elearning Available through SAP Business Warehouse

440 Training & DevelopmentAbility to add historical information to training record

X X

441 Training & DevelopmentAbility to interface from a possible agency system in order to maintain training history

elearning X

442 Training & DevelopmentAbility to support e-Learning training and tracking

elearning

443Ability to tie budget information to planned salaries for forecasting

X

444X

445X

446Ability to model various compensation scenarios for management review

X

447Ability to project where people will be at next salary step at a period of time

X

448Ability to estimate the cost of a range revision for state/agency/division/section/unit

X

449Ability to estimate the cost of changes to a pay plan

X

450Ability to cost competency adjustments by class, division and agency

X

Ability to add external training events (classes, workshops, seminars, and other relevant employee development events) or CBT/WBT events to an employee’s training record

Ability to create ad hoc reports with the capability to pull information from performance management, complaint management, and course participation

Ability to provide ad hoc projection and trend analysis for training and employee development

Ability to support verification of eligibility for Continuing Education Units (CEUs) for Professional Development Programs

Ability to support the tracking of training hours required per employee (for example, CLE) and reduce the total amount each time a training event occurs

elearning / eRecruitment

Ability to document class attendees who attended part of the training, or were removed because they were disruptive

Courses are considered completed or not completed; credits awarded can be configured.

Available through Workflow; however 'achieving Certification' will require further discussion during implementation.

Ability to track employees who are not taking training during a period, or not completed a training plan

Ability for managers to view their list of employees and see various certifications and training (ESS/MSS enabled)

Manage Compensation & Classification


Ability to generate future years’ budget percentages and analysis and/or projection for specific employees or salary groups


Ability to generate position budgeting with “what if” capabilities for at minimum a) salaries; b) salary adjustments












meet requirement

451Ability to pay standard increases with a promotion for certain classifications

X

452Ability to process a transfer with no salary change

X

453Ability to route approvals for rate changes via workflow

X

454X

455Ability to future date employee salary changes

X

456Ability to process salary changes retroactively

Payroll

457Ability to track unlimited salary history on an employee record

X

458Ability to track user-defined change reasons for changes

X

459X

460Ability to maintain and track transfers

X

461Ability to transfer employees without needing to terminate and re-enter employee data

X

462Ability to track the rationale of an exception to a pay policy

X

463Ability to process promotions and pay changes mid pay

Payroll

464Ability to track next pay increase date for longevity increases

X

465Ability to provide a longevity calculator to determine salary

X X

466Ability to track multiple date types for salary calculations

X

467X X

468Ability to apply an additional increase amount along with an annual increase amount

X X

469X X

470X

471Ability to apply multiple increases effective the same day

X

472X

473X

474X

475Ability to approve personnel action forms via workflow

X

476Ability to process a pay increase based on the achievement of a new competency

X X

477Ability to handle banded and non-banded classifications

X

478Ability to access existing position descriptions online

X

479X

480Ability to record job families, branches and paths

X





Ability to automatically update payroll with new salary amounts after approval cycle is complete






Ability to move people between different positions types (temporary, permanent, exempt, non-exempt)









Ability to exclude employees from the annual increase process based on class, performance, maximum salary



Ability to apply increases to groups of employees differently based on annual increase rules


Ability to apply an increase based on either a flat amount or a percentage of base salary



Ability to record outstanding salary obligation due to an employee when a partial increase is given due to lack of funds



Ability to provide calculators to measure experience and education for salary calculations

The State will use Excel spreadsheets for these calculations


Ability to access previous salary calculation sheets to be able to update them without having to reenter all the data






Ability to link to a classification specification associated with each position for on-line viewing








meet requirement

481X

482Ability to track required certifications based on job class

X

483X X

484Ability to track employee skills and job responsibilities

X

485X

486Ability to generate service and performance awards

X

487Ability to track monetary and non-monetary awards by demographic information

X

488Ability to track multiple types of rewards

X

489Ability to reward pay increases based on performance review

X

490Ability to track an average market rate for career banded positions

X

491Ability to track contributing, journey and advanced market rates by job

X

492Ability to track market reference rate by agency

X

493X

494X

495Ability to track different competencies within same classification across agencies

X

496Ability to maintain current and past salary ranges, grades, and steps by effective dates

X

497Ability to maintain salary increase rules (e.g. no increase greater than x% is allowed)

X X

498X

499Ability to maintain multiple pay plans

X

500Ability to track special pay rates for certain job classes

X

501Ability to track exceptions to standard pay scales

X

502Ability to track market pricing survey data

X

503Ability to track geographic differentials

X

504Ability to track competency level for an employee in a career banded position

X

505Ability to compare rewards data with performance reviews, retention, etc.

X

506Ability to produce a total rewards statement for employees

X

507Ability to provide an on-line view of employees' total compensation package

X

508Ability to produce date-driven fiscal year budget information based on salary, etc.

X

509X X Available through SAP Business Warehouse

510Budget X


Ability to track working titles for job postings, market data comparisons, and organizational charts



Ability to process workflow approvals for positions via different levels of approval based on classification, agency, and division



Ability to track exit interview data, applicant tracking data by job, and track total cost of employment









Ability to calculate and report on the distance an employee is from the average market rate based on competency level


Ability to calculate and report on the distance a group of employees is from the average market rate based on competency level





Ability to support the following salary programs: salary range (min, mid, max), scale (e.g. start rate, 6 month rate, top rate), step (e.g. combination of training and education), salary banding (job evaluation point value determines the salary grade or level) and special ratesManage Compensation &

Classification











Ability to perform statistical analyses of salary information (i.e. regression, standard deviation, median, etc.) and create graphs


Ability to calculate variances between budgeted FTE’s and personnel costs versus actual FTE’s and personnel costs on a fiscal year basis

The State intends to implement a subset of SAP financials needed in order to run payroll.







meet requirement

511X

512X

513Ability to report on benchmarked classes and do market studies

X

514X

515X

516X

517X

518Ability to track length of time in job

X

519Ability to track, by agency, who implemented a range revision

X X

520Ability to compare changes in classification ranges vs. what was paid to an employee

X

521Ability to view a history of classification changes

X

522X X Available through SAP Business Warehouse

523Ability to track turnover and vacancy costs

X

524Ability to send spreadsheets of compensation changes to managers

X

525Ability to generate letters of notification of pay changes

X X

526Ability to update salary plan summaries with data used in the system

X X

527Ability to report on compensation changes

X

528X

529Ability to provide managers access to planning data

X

530X X

531X

532 Maintain Benefits & EnrollmentAbility to create a flexible hierarchy for benefit plan setup

X

533 Maintain Benefits & EnrollmentAbility to administer multiple plans with multiple levels of coverage

X

534 Maintain Benefits & EnrollmentAbility to support unlimited number of plans/programs

X

535 Maintain Benefits & EnrollmentAbility to add self insured benefit plans

X

536 Maintain Benefits & EnrollmentAbility to designate COBRA and retiree benefit plans

X

537 Maintain Benefits & EnrollmentAbility to create custom benefit calculations for coverage amounts

X

538 Maintain Benefits & EnrollmentAbility to define flexible spending plans

X

539 Maintain Benefits & EnrollmentAbility to define 401(k)/457/529 plans

X

540 Maintain Benefits & EnrollmentAbility to support unique enrollment dates for each benefit plan

X


Ability to integrate market data from multiple sources for modeling/comparison purposes with current data


Ability to link employee compensation data to market pricing analysis for comparative purposes



Ability to identify all employees that report to a particular supervisor for compensation reporting


Ability to provide online functionality and access to compensation data for forecasting analysis


Ability to track compensation data (current and historical) for reporting and data analysis


Ability to report on transfers, promotions, demotions, range revisions, separations, new hires, and pay adjustments that have occurred within a user-defined period







Ability to produce equity charts based on years of experience, skills, performance, education, length of service and state defined demographic groups








Ability to report on average percent of salary increase by state defined demographic groups for a variety of compensation adjustments such as in-range adjustments, reallocations, competency changes, etc.



Ability to provide executive management with budget reporting capability by agency, funding source, position, etc.

Available through SAP Business Warehouse and SEM/BPS (Strategic Enterprise Management / Budget Planning System)


Ability to create total compensation statements including salary, benefits, and leave amounts







meet requirement

541 Maintain Benefits & EnrollmentAbility to define benefit eligibility rules for specific plans

X

542 Maintain Benefits & EnrollmentAbility for employees to view their benefits via an employee portal

X

543 Maintain Benefits & EnrollmentAbility to drive benefit elections based on job classes

X

544 Maintain Benefits & EnrollmentAbility to access benefit policies online

X

545 Maintain Benefits & EnrollmentAbility to link to a Health Risk Assessment vendor via an employee portal

X

546 Maintain Benefits & EnrollmentX

547 Maintain Benefits & EnrollmentAbility to provide access to benefit plan options based on employee status

X

548 Maintain Benefits & EnrollmentAbility to manually handle unique grandfathering rules

X X

549 Maintain Benefits & EnrollmentAbility to calculate contributory service with information from retirement systems

X



552 Maintain Benefits & EnrollmentAbility to store forms that employees can update online and print if necessary

X

553 Maintain Benefits & EnrollmentAbility to restrict certain retroactive transactions

X X


555 Maintain Benefits & EnrollmentX X


557 Maintain Benefits & EnrollmentAbility to provide tracking and viewing open enrollment status on-line

X


559 Maintain Benefits & EnrollmentAbility to establish and maintain participant information

X

560 Maintain Benefits & EnrollmentAbility to activate coverage for participant, spouse, and non-spouse dependents

X



563 Maintain Benefits & EnrollmentAbility to track evidence of insurability (EOI)

X

564 Maintain Benefits & EnrollmentAbility to terminate coverage for participant, spouse, and non-spouse dependents

X

565 Maintain Benefits & EnrollmentAbility to transfer participants between plans

X

566 Maintain Benefits & EnrollmentAbility to terminate participation based on life status change (I.e. no longer a student)

X


568 Maintain Benefits & EnrollmentAbility to allow for % or flat amount contribution changes for 401(k) plans

X

569 Maintain Benefits & EnrollmentAbility for employee to update 401(k) plan contribution changes via an employee portal

X

570 Maintain Benefits & EnrollmentAbility to link to provide a link to the 401(k) plan administrator via an employee portal

X

Ability to automatically enroll employees in certain types of positions into certain benefit plans


Ability to allow participants to establish and modify benefits enrollment information through the use of an employee portal

Ability to capture Medicare and Coordination of Benefits information for health plan enrollment


Ability to provide participants information regarding enrollment options (e.g. cost of two party vs. family coverage)

Ability to create a mandatory sequence of fields and/or flags to warn of incomplete or inconsistent information


Ability to default to certain benefits settings so that exception information only is being manually keyed by Benefits personnel

Ability to generate an employee report confirming completion of the enrollment process and summarizing benefits elected and optional benefits declined

Ability to maintain information on multiple dependents: relationship, name, gender, date of birth

Ability to track beneficiaries and allow employee self-service for named beneficiary changes

Ability to provide for family status changes (qualifying events) in employee database, which immediately reflects resulting changes in benefits coverage or elections







meet requirement

571 Maintain Benefits & EnrollmentAbility to allow the option to take deductions pre or post tax

X

572 Maintain Benefits & EnrollmentAbility to track fields for eligibility: new hire date, date of enrollment, agency, job, salary

X


574 Maintain Benefits & EnrollmentAbility to offer paper copies of benefits options for non-internet using employees

X

575 Maintain Benefits & EnrollmentX X

576 Maintain Benefits & EnrollmentAbility to provide links to benefit providers websites for additional information

X


578 Maintain Benefits & EnrollmentAbility to track leave types that affect your benefits

X

579 Maintain Benefits & EnrollmentAbility to create notifications that an employee has died

X

580 Maintain Benefits & EnrollmentAbility to handle benefits plans differently for the same type of qualifying event

X X

581 Maintain Benefits & EnrollmentAbility to prompt users to update dependents when there is a life change event

X

582 Maintain Benefits & EnrollmentAbility to transfer between agencies and not affect Retirement, NC Flex, etc.

X


584 Maintain Benefits & EnrollmentAbility to view benefits summary online

X


586 Maintain Benefits & EnrollmentAbility to automatically calculate insurance premiums and pass to payroll for deductions

Payroll

587 Maintain Benefits & EnrollmentPayroll

588 Maintain Benefits & EnrollmentAbility to permit premiums to be updated collectively by changes to a table

X

589 Maintain Benefits & EnrollmentPayroll





594 Maintain Benefits & EnrollmentAbility to interface with benefits carriers and submit change-only data

X X


596 Maintain Benefits & EnrollmentAbility to link to a retirement "calculator"

X

597 Maintain Benefits & EnrollmentAbility to produce annual employee benefit statements

X

598 Maintain Benefits & EnrollmentAbility to repay outstanding loans against 401(k) balances by employee

X X

599 Maintain Benefits & EnrollmentAbility to track history of all past benefits and waiting periods

X

600 Maintain Benefits & EnrollmentAbility track the percentage of use of available plans across agencies


Ability to indicate law enforcement certification for purposes of accruing retirement benefits

Ability for system to prompt employees who sign up for certain policies (example cancer policy, or certain amount of life insurance) that they may be required to provide additional information to the benefits vendor (i.e. previous condition, evidence of insurability, etc.)

Ability to generate a benefit end date upon termination, based upon employee benefit plan


Ability to support web-based employee self-service functionality for changes in marital status, dependents and benefits enrollment

Ability to define rates, calculations, and deduction rules for each benefit plan as well as the need to change Employer rates for Health Insurance, Worker’s Compensation, Unemployment Compensation, retirement and other policies

Ability to calculate insurance premiums based on age or income brackets and pass to payroll for deductions

Ability to track agency and employee costs for all benefits for reporting and analysis purposes

Ability to track employer portion of benefit liability

Ability to calculate levels of coverage based on employee age and business rules for insurance benefits

Ability to receive the following data from the COBRA Administrator:- COBRA Start Date- Benefit plan being coveredAbility to transmit eligibility information to benefit providers electronically - must be HIPAA compliant

Ability to track different benefit plans by agency including health, dental, life insurance, etc.







meet requirement

601 Maintain Benefits & EnrollmentAbility to report on the utilization of benefit plans by state defined demographic groups


602 Maintain Benefits & EnrollmentAbility to deduct medical claim overpayments from an employee's pay

X X

603 Administer BenefitsAbility to access retirement system information such as years of service

X

604 Administer BenefitsAdobe

605 Administer BenefitsX X


607 Administer BenefitsX

608 Administer BenefitsX X Available through SAP Netweaver



611 Administer BenefitsAbility to support the employee's request to supplement disability payments with leave

X


613 Administer BenefitsAdobe / MS Word

614 Administer BenefitsAbility to access disability continuation forms via the employee portal

X



617 Manage PayrollAbility for distributed entry and edit of payroll and personnel data

Payroll

618 Manage PayrollAbility to pay temporary employees via the payroll system

Payroll

619 Manage PayrollAbility to pay student workers via the payroll system

Payroll

620 Manage PayrollAbility to integrate active employee status changes with the state retirement system

Payroll

621 Manage PayrollPayroll

622 Manage PayrollAbility to process multiple pay cycles

Payroll

623 Manage PayrollAbility to pay bonus amounts based on information provided by HR

Payroll

624 Manage PayrollAbility to charge bonuses back to the agency where the bonus was incurred

Payroll

625 Manage PayrollAbility to import bonus amounts for payment

Payroll X

626 Manage PayrollAbility to group employees to give bonuses by position, job code, longevity

Payroll

627 Manage PayrollAbility to calculate longevity bonus based on number of years of service

Payroll

628 Manage PayrollAbility to generate bonus pay as a percentage of salary or as a flat rate

Payroll

629 Manage PayrollAbility to collect W4 information

Payroll

630 Manage PayrollAbility to collect state tax information

Payroll


Ability to create disability forms for administrators with pre-populated employee information

Ability to calculate monthly and daily disability payment amounts based on salary and longevity


Ability to support Disability related eligibility information including but not limited to:- Date the individual became disabled- Date of last day worked


Ability to report on the amount of disability paid out per employee at the beginning of the 7th month

Ability to transfer repayment of disability funds from payroll back to the agency via electronic transfer or general ledger transfer

Ability to monitor- Lifetime maximum on the amount of disability time- Per disability maximum


Ability to track, per disability:- Amount of leave time requested- Description of injury

Ability to capture the type of disability claim, such as original, reinstatement, or extension

Ability to generate a customized letter explaining the employee's specific benefit obligations while they are out on disability

Ability to create a reminder to send forms for longer term disability to employees that have been on short term disability for a period of time

Ability to generate reports with information related to individuals on disability to facilitate information sharing with the State's Retirement Systems

Ability to handle transfers between agencies without the need to terminate and rehire them







meet requirement

631 Manage PayrollX

632 Manage PayrollAbility to identify and track employees working out of state

X

633 Manage PayrollAbility to identify National Guard members

X

634 Manage PayrollAbility to integrate data from the National Guard system to create employee records

X X Available through SAP Netweaver

635 Manage PayrollX

636 Manage PayrollX X Available through SAP Netweaver

637 Manage PayrollAbility to identify law enforcement personnel for Retirement

X

638 Manage PayrollX

639 Manage PayrollX

640 Manage PayrollX X

641 Manage PayrollAbility to update budget codes

X

642 Manage PayrollAbility to future date deductions

X

643 Manage PayrollAbility to enter and update benefit deduction information

X

644 Manage PayrollAbility to interface benefit deduction information with NCFlex

X X

645 Manage PayrollAbility to track benefits by group number

X

646 Manage PayrollAbility to deduct money for savings bonds

Payroll


648 Manage PayrollAbility to split direct deposit payments by percentages or pay types to multiple accounts

Payroll X



651 Manage PayrollX

652 Manage PayrollPayroll X

653 Manage PayrollAbility to support web-based employee self-service functionality for address changes

X

654 Manage PayrollX X Available through SAP Workflow



657 Manage PayrollAbility to process multiple garnishments for one employee

Payroll

658 Manage PayrollAbility to create a garnishment deduction with a percentage or a fixed dollar amount

Payroll

659 Manage PayrollAbility to track garnishment information in payroll system (vendor, garnishment number)

Payroll

660 Manage PayrollAbility to report on employees who will not make the minimum amount to be garnished

Payroll

Ability to process employee information based on information entered by Human Resources

Ability to be able to identify when an employee is working for multiple agencies (dual employment)

Ability to automatically add, delete, and change National Guard member records based on information received from the National Guard system

Ability to track contract number, effective date and end date for contractors under a Personal Services Contract

Ability to categorize RIF employees as inactive so benefits can still be paid through the system

Ability to mass update the retirement code indicator based on changes in employee status

Ability to allow direct deposit into multiple accounts per employee, including both checking and savings accounts and splits between banks

Percentages are in standard package; pay types will require further discussion during implementation.

Ability to support web-based employee self-service functionality for changes to direct deposit information

Ability to support web-based employee self-service functionality for changes to tax withholdings

Ability to notify employee when an incorrect benefit election was selected (such as 2 dental policies)

Ability to support web-based employee self-service functionality for savings bond requests

Ability to route tax withholding changes to payroll for approval if change meets specific requirements (claiming exempt or 11 dependents)

Ability to set dollar limits for garnishments to automatically cancel the withholding if the indebtedness if met

Ability to handle multiple types of garnishments such as child support, tax payments, state collection of employee overpayments, and IRS collections







meet requirement

661 Manage PayrollAbility to process loans to employees through the State Employee Credit Union

Payroll X




665 Manage PayrollAbility to support adjustments to regular pay

Payroll

666 Manage PayrollAbility to determine wages subject to retirement by wage or pay types

Payroll

667 Manage PayrollAbility to calculate foreign national treaty benefit limits

Payroll X

668 Manage PayrollAbility to identify and pay state employees working in another state (i.e. tax collectors)

Payroll

669 Manage PayrollAbility to process severance payments

Payroll

670 Manage PayrollAbility to generate short term disability pay

Payroll






676 Manage PayrollPayroll Available through SAP Netweaver



679 Manage PayrollAbility to notify payroll when a position becomes vacant or is about to become vacant


680 Manage PayrollAbility to notify payroll when a position is filled


681 Manage PayrollAbility to report on employees authorized for dual employment

X X

682 Manage PayrollX X

683 Manage PayrollAbility to create an indicator for professors who have not turned in grades

X X

684 Manage PayrollAbility to report on employees who have exceeded a set or contracted number of hours

X

685 Manage PayrollAbility to report on excessive or overdrawn leave

X


687 Manage PayrollAbility to generate list of terminations that occurred during current pay period

X


689 Manage PayrollX

690 Manage PayrollX

Ability to allow coding for special pay situations such as on-call pay, shift differential, call back pay, extended duty straight time, dual employment pay, etc, based on hours entered on employee time sheet or permanently assigned data maintained in the systemAbility to allow for multiple pay rates to be in effect for an employee during a given period even on the same day

Ability to mass update employee pay rates based on increases in minimum wage or other adjustments

The State intends to leverage its existing license with Winstar (an SAP 3rd party partner) to populate the tax tables and treaty information in SAP and to support processing of 1042s within SAP

Ability to make disability payments to employees who have returned but are still owed disability

Ability to pay actual time worked and disability payments in the same pay cycle for employees who are returning to work part-time

Ability to pay a law enforcement allowance to retired employees until age 62 or until they gain state employment

Ability to calculate and pay COLA's and PSA's based on work state if employee works outside of North Carolina

Ability to process specific expenses (clothing, travel, moving, telephone) for W-2 reporting purposes

Ability to receive a pay file from the National Guard to process exact payments with specific tax withholding amounts

Ability to split agency liability for benefits for employee that transfers mid-month, based on effective date of transfer

Ability to create audit reports that indicate what changes were made, including user and date of change


Ability to notify parent agency and secondary agency of employees who are eligible for dual employment


Ability to generate list of employees who will be not be paid (zero dollar check) and the reason for non-payment

Ability to report on employees being paid by another funding source outside their assigned agency

Ability to report on employees transferring in and out of an agency during a user-defined period

Ability to report on changes in FLSA status (Exempt vs. Non-Exempt) during the pay period







meet requirement

691 Manage PayrollAbility to create balancing reports - time entered, pay totals, etc.

Payroll




695 Manage PayrollAbility to interface with the time collection system

Payroll

696 Manage PayrollAbility to track time back to different projects and grants

Payroll

697 Manage PayrollAbility to track time back to different equipment

Payroll

698 Manage PayrollAbility to record time in 5 minute increments

X


X


X


X

702 Manage PayrollX

703 Manage PayrollAbility to handle special pay cycles for bonuses

Payroll

704 Manage PayrollAbility to pay longevity bonus as one time bonus or in monthly increments

Payroll

705 Manage PayrollAbility to prorate bonuses based on user defined parameters

Payroll

706 Manage PayrollAbility to prorate a longevity payment upon termination

Payroll


708 Manage PayrollAbility to calculate payroll deduction amounts for benefits based on user-defined criteria

Payroll


710 Manage PayrollAbility to create deductions with limits

Payroll

711 Manage PayrollAbility to deduct arrears directly from employee pay

Payroll

712 Manage PayrollAbility to prioritize benefit deductions

Payroll

713 Manage PayrollAbility to define benefit arrears priority

Payroll

714 Manage PayrollAbility to prioritize deductions that must be cancelled

Payroll

715 Manage PayrollAbility to stop 401(k)/457 deductions for any reason

Payroll



718 Manage PayrollAbility to process 401(k)/457 deductions as fixed amounts or a percentage of salary

Payroll

719 Manage PayrollAbility to process one-time deductions

Payroll

720 Manage PayrollAbility to process pre-tax and post-tax benefit deductions

Payroll

Ability to flag an employee that has an outstanding salary overpayment. Flag should include contact information for agency responsible for overpayment

The State recognizes that this is a first step in a much larger process.

Ability to generate an audit report indicating when an employee receiving a Law Allowance has reached the age of 62, flagging them to terminate the pay

Ability to set security so that no changes are made to a time sheet once pay period has been closed for time reporting purposes

Ability to collect time through different methods - paper, time clock, swipe card, online, IVR

Ability to apply manual arrears payments and update benefit deduction year-to-date amounts The State acknowledges that more details will be


Ability to control frequency and timing of deductions and to specify number of pay periods for a particular deduction to be withheld

Ability to process 401(k)/457 deductions for lump-sum supplemental "catch-up" amounts as a flat dollar or percent for employees over 50 years of age

Ability to automatically stop 401(k)/457 deductions for regular and supplemental amounts for employees over 50 years of age







meet requirement

721 Manage PayrollAbility to refund insurance premiums to employees

Payroll


723 Manage PayrollAbility to skip deductions if an employee's net pay will be zero

Payroll

724 Manage PayrollAbility to stop 401(k)/457 deductions while an employee has a 401(k)/457 hardship loan

Payroll X

725 Manage PayrollAbility to support retroactive deduction processing

Payroll

726 Manage PayrollAbility to add in garnishment administrative fee (garnishment dependent)

Payroll

727 Manage PayrollAbility to process wage garnishments with limits tracking capabilities

Payroll


729 Manage PayrollAbility to calculate net disposable income for garnishments

Payroll

730 Manage PayrollAbility to interface to WinStar software to address foreign national issues

Payroll


732 Manage PayrollAbility to reduce salary for employees who take more leave than they have accrued

Payroll

733 Manage PayrollAbility to calculate and update leave accrual based on hours worked

X

734 Manage PayrollAbility to deduct leave for employees after leave for that period has been accrued

X

735 Manage PayrollAbility to deduct leave from available balance based on time sheet input

X




739 Manage PayrollAbility to automatically calculate pay adjustments based on effective date of adjustment

Payroll

740 Manage PayrollAbility to handle multiple pay rates for on-call time

Payroll

741 Manage PayrollAbility to automatically determine proper on-call rate based on classification

Payroll

742 Manage PayrollAbility to recalculate pay based on revised service dates and longevity pay

Payroll

743 Manage PayrollAbility to calculate earnings based on an alternate pay rate

Payroll




747 Manage PayrollAbility to calculate net pay

Payroll

748 Manage PayrollAbility to calculate overtime pay based on longevity

Payroll X

749 Manage PayrollX


Ability to refund overpaid deductions, including both pre- and post-tax deductions by check or direct deposit


Ability to report on employee garnishments to make sure employee has not been garnished more than is allowed

Ability to provide edits to ensure that all time sheet entry is completed and all required approvals have been received before payroll calculations are performed

Ability to adjust 401(k)/457 deductions if a manual check is issued or pay check is cancelled

Ability to support manual adjustments to earnings, taxes, and deductions. System should automatically update related fields based on the changes made

Ability to reinstate employee and automatically calculate and process back-pay with correct tax withholdings

Ability to calculate extended duty pay (additional straight time) for exempt employees, based on regular hourly rate in salary

Ability to calculate faculty pay changes. For example, change from 9 months work/salary paid over 12 months to 12 months work/salary paid over 12 months and vice versaAbility to calculate gross pay for hourly employees based on total hours worked and paid leave taken


Ability to calculate overtime pay based on the number of hours worked or other user-defined overtime rules during a designated overtime period

Ability to calculate premium even though the employee's schedule does not match the standard pay calendar







meet requirement


752 Manage PayrollAbility to calculate varying rates of holiday premium pay

Payroll

753 Manage PayrollAbility to generate a report of retroactive payroll actions

Payroll

754 Manage PayrollAbility to pay holidays worked if substitute holiday not taken within a year

Payroll

755 Manage PayrollAbility to process multiple earnings types

Payroll


757 Manage PayrollAbility to process retroactive increases on an individual or defined group basis

Payroll




761 Manage PayrollAbility to track when an employee works on a holiday for pay calculation

Payroll

762 Manage PayrollAbility to update salary changes for dual employees

Payroll

763 Manage PayrollAbility to support multiple shift premium rates

Payroll

764 Manage PayrollAbility to calculate pay to varying number of decimal places

Payroll

765 Manage PayrollAbility to pay premium time in 10 minute increments

Payroll

766 Manage PayrollAbility to pay premium time in 15 minute increments

Payroll

767 Manage PayrollAbility to split salary between different cost centers, grants and projects

Payroll Grants / FI

768 Manage PayrollPayroll Grants / FI

769 Manage PayrollAbility to calculate and apply raises retroactively

Payroll

770 Manage PayrollAbility to gross up pay amounts

Payroll

771 Manage PayrollAbility to generate back pay awards

Payroll

772 Manage PayrollAbility to adjust pay downward and recalculate the taxes appropriately

Payroll

773 Manage PayrollAbility to handle payments that are exempt from state taxes

Payroll

774 Manage PayrollAbility to process summer school payments in addition to regular pay

Payroll



777 Manage PayrollAbility to handle different tax rates for different types of pay

Payroll

778 Manage PayrollAbility to record a manual payroll check overriding system computations

Payroll


780 Manage PayrollAbility to add imputed income to employee pay without showing it as cost to the agency

Payroll

Ability to calculate retroactive pay and process retroactive payment in the next payroll period

Ability to process overtime paid at time-and-a-half or other user-defined rates or formulas based on the employee profile

Ability to process vacation pay and bonus leave upon termination as a separate check either with or without a 401(k)/457 deduction

Ability to prorate pay based on transaction date for new hires and terminations when the transaction occurs within a pay period

Ability to provide automatic regular pay and exception time reporting for salaried employees

Splits are standard, tracking the costs may require Grants functionality; The State intends to implement a subset of SAP financials needed in order to run payroll; The State will not be implementing Grants at

Ability to pay and distribute funds from two agencies/cost centers if an employee transfers in the middle of a pay period

Splits are standard, tracking the costs may require Grants functionality; The State intends to implement a subset of SAP financials needed in order to run payroll; The State will not be implementing Grants at

Ability to spread payments over a 12 month period for employees who work for 9 months (teachers), 10 months and 11 months (agriculture employees)

Ability to pay employees who work 9, 10, or 11 months out of the year without having to remove them from the payroll system

Ability to override automated calculations with appropriate security and audit trails in place







meet requirement


782 Manage PayrollAbility to perform payment modeling to determine changes on net pay

Payroll

783 Manage PayrollAbility to generate a warning if an employee's salary is not allocated 100%

Payroll

784 Manage PayrollAbility to generate an exception report when the net pay will not cover deductions

Payroll

785 Manage PayrollAbility to have read-only access to employee records while payroll is processing

Payroll

786 Manage PayrollAbility to report agency's full cost of payroll including benefits and tax liabilities

Payroll

787 Manage PayrollAbility to publish payroll calendars with processing and cut-off dates

Payroll X Cutoff dates may need report configuration.

788 Manage PayrollAbility to set payroll calendar for future quarters

Payroll

789 Manage PayrollAbility to set up multiple pay schedules

Payroll

790 Manage PayrollAbility to calculate differential amount if pay is owed for military leave

Payroll

791 Manage PayrollAbility to pay differential amount if military leave pay is less than normal salary

Payroll


793 Manage PayrollAbility use spreadsheets to automatically generate special pay amounts

Payroll

794 Manage PayrollAbility to issue pay to selected employees outside of normal payroll processing cycle

Payroll



797 Manage PayrollAbility to process out-of-cycle pay

Payroll

798 Manage PayrollAbility to process separate taxation of special pays as needed

Payroll


800 Manage PayrollAbility to accommodate special taxing options for certain types of pay (e.g. bonus pay)

Payroll




804 Manage PayrollAbility to perform imputed income calculations (I.e. group term life)

Payroll

805 Manage PayrollAbility to support imputed income

Payroll

806 Manage PayrollAbility to support State and Federal taxes

Payroll

807 Manage PayrollAbility to withhold another state's taxes for employees working in other states

Payroll

808 Manage PayrollAbility to handle employee payment tracking for missed benefit premiums

Payroll

809 Manage PayrollAbility to handle invoicing and payment processing of insurance payments

Payroll

810 Manage PayrollAbility to provide reconciliation between premium payments and deductions for payroll

Payroll

Ability to balance control totals at the agency level or lower levels as defined by the business units

Ability to include special pays within a direct deposit regardless of the amount of the special pay within the defined business rules

Ability to process a lump sum leave payout at time of termination both in the final check, or as a separate check

Ability to process lump sum termination pay less monies owed to the State as an addition to the employee’s final regular paycheck or as a special payment

Ability to record military time as leave without pay if military pay is greater than normal salary

Ability to begin tax deductions once treaty benefits (limits to wages that are exempt from taxes) are maximized

Ability to link work county to position so that it automatically changes when an employee changes positions with the ability to manually override the work county

Ability to manage unemployment insurance requirements for employees working in other states







meet requirement

811 Manage PayrollAbility to track benefit payments when employee is on leave without pay

Payroll


813 Manage PayrollAbility to allow for the establishment of multiple funding sources for one position

X

814 Manage PayrollAbility to split benefit liability by funding source

Payroll

815 Manage PayrollAbility to pay via direct deposit or live check

Payroll

816 Manage PayrollAbility for an authorized user to reissue checks

Payroll

817 Manage PayrollAbility to display salary division/funding code on pay stub

Payroll

818 Manage PayrollAbility to provide leave information on check stub or direct deposit slip

Payroll

819 Manage PayrollAbility to print messages on check stub or direct deposit slip

Payroll

820 Manage PayrollAbility to email employee pay advices

Payroll

821 Manage PayrollAbility to reprint employee W-2s

Payroll X

822 Manage PayrollAbility to show wage detail on pay stub

Payroll





827 Manage PayrollAbility to interface to the State's retirement system

Payroll X

828 Manage PayrollAbility to interface with the State's financial systems to update general ledger postings

Payroll X

829 Manage PayrollAbility to receive payment file (check, ACH) from banks for bank reconciliation purposes

Payroll

830 Manage PayrollAbility to produce ACH file to support direct deposit

Payroll


832 Manage PayrollAbility to generate manual checks

Payroll

833 Manage PayrollPayroll/ Financials

834 Manage PayrollAbility to produce multiple checks per employee per pay cycle

Payroll


836 Manage PayrollAbility to deactivate direct deposit accounts

Payroll

837 Manage PayrollAbility to temporarily deactivate direct deposit accounts and produce one time checks

Payroll

838 Manage PayrollAbility to support remote check printing

Payroll

839 Manage PayrollAbility to automatically remove employee from direct deposit and generate check

Payroll

840 Manage PayrollAbility to stop a direct deposit and or check by date.

X

Ability to accept multiple user-defined labor expense distribution and reporting levels (e.g., fund, department, job class code, job assignment, project/grant code, equipment etc.)

Ability to provide a user-defined multiple coding and sorting methodology for check distribution

Ability to provide appropriate and easily understood descriptions and accumulators on payroll checks and deposit advices for earnings, taxes, benefits, and deductions

Ability to interface with the Accounts Payable system to produce payments to garnishors and benefits vendors

Ability to charge a fixed percentage per benefit type as they are accrued (vacation, sick leave, workers compensation, health, etc.) back to the employee's current project

Available through SAP Netweaver; more information and discussion will be needed to create the interface.

Available through SAP Netweaver; more information and discussion will be needed to create the interface.

Ability to automatically produce replacement checks with automatic updates to pay fields or other related data elements

Ability to perform automatic reversals in order to void checks and back them out of the system. System should automatically update all appropriate and related fields based on the reversal

The State intends to implement a subset of SAP financials needed in order to run payroll and complete check reversals.

Ability to support manual checks and voids with automatic calculation and posting functionality







meet requirement


842 Manage PayrollAbility to process approximately 30,000 checks per month

Payroll

843 Manage PayrollAbility to void a check

Payroll

844 Manage PayrollAbility to report on total payroll cost for specific position

Payroll






850 Manage PayrollAbility to generate payroll registers

Payroll

851 Manage PayrollAbility to archive payroll registers

Payroll

852 Manage PayrollAbility to generate leave reports

Payroll


854 Manage PayrollAbility to produce cash requisition reports

Payroll


856 Manage PayrollAbility to support reconciliation reporting of Payroll to benefits vendors

Payroll

857 Manage PayrollAbility to support reconciliation reporting for Retirement to Payroll

Payroll

858 Manage PayrollAbility to supply relevant Unemployment Compensation data to the State

Payroll

859 Manage PayrollAbility to generate a report showing inactive employees for that pay cycle

Payroll


861 Manage PayrollAbility to calculate employer portion of FICA for total salary cost by agency

Payroll

862 Manage PayrollAbility to report on benefit liability split by funding source

Payroll

863 Manage PayrollAbility to produce reports to support quarterly tax filings

Payroll

864 Manage PayrollAbility to produce reports to make tax payments

Payroll

865 Manage PayrollAbility to clear year-end accumulators such as wages and taxes

Payroll


867 Manage PayrollAbility to produce W2s

Payroll

868 Manage PayrollAbility to perform W2-C processing

Payroll


870 Manage PayrollAbility to produce file for SSN verification

Payroll

Ability to print checks and direct deposit remittance slips by separate payroll units and batches

Ability to report on total payroll cost by divisions, cost centers or other user-defined criteria

Ability to report on employees in positions by funding source, project, agency, grant and other user-defined criteria

Ability to provide detailed deduction reports for all taxes and deductions (quarterly, year to date, by payroll, and other user-defined periods)

Ability to provide detailed reports on all hours and earnings (quarterly, year to date, by payroll, and other user-defined periods)

Ability to allow regeneration of payroll reports using appropriate parameters such as pay period or beginning/ending dates

Ability to generate Quarterly Unemployment Report for the State including employee's wage amount

Ability to provide a complete audit log of all payroll additions, changes and deletions, including records of who made the changes

Ability to report on discrepancies between forecasted benefit deductions and actual deduction amounts processed

Ability to clear selected deductions at year-end, calendar year-end, or any user-defined period

Ability to perform year-end corrections/adjustments by individual employee or groups of employees







meet requirement

871 Manage PayrollAbility to support multiple tax tables and update them each year

Payroll / BSI

872 Manage PayrollAbility for an employee to view leave balances and used leave via an employee portal

X

873 Manage PayrollAbility for an employee to view W4 withholding information via an employee portal

X


875 Manage PayrollX

876 Manage PayrollAbility for an employee to view detail on multiple pay stubs via an employee portal

X



879 Manage PayrollAbility to allow on-line inquiry for time sheet information

X


881 Manage PayrollAbility to query historical payroll data

Payroll

882 Manage PayrollAbility to add or delete allowable deductions at the organization level

Payroll

883 Manage PayrollAbility to add or delete allowable budget controls for units at the organization level

X


885 Manage PayrollAbility to produce regular audit reporting to ensure integrity of the system

X

886 Manage PayrollAbility to escheat outdated checks

887 Manage PayrollAbility to produce reports for the NC Department of Revenue listing employees paid

Payroll

888 Manage PayrollAbility to generate required notices to employees prior to escheating outdated checks

Payroll/ Financials


890 Manage PayrollAbility to produce ACH prenote file to support direct deposit

Payroll X

891 Manage PayrollAbility to receive paid check file from State Treasurer daily for reconciliation

892 Manage PayrollAbility to generate check issuance file of positive pay for State Treasurer

Payroll

893 Manage PayrollAbility to track reason code for changes in direct deposit initiated by payroll

Payroll

894X

895

896Ability to provide online visibility of safety guidelines

897Ability to capture the cost of Health and Safety Training

898Ability to track a reduction in workers compensation claims costs back to training

899Ability to pre-populate forms and documents with standard employee information

900Ability for supervisor to complete the form through a portal passed on by workflow

Ability for an employee to view and print current and previous pay stubs via an employee portal

Ability for an employee to view benefit enrollment elections and their corresponding deduction amounts via an employee portal

Ability for an employee to view wage and deduction details on their pay stubs via an employee portal

Ability for an employee to view and print current and previous W2's via an employee portal

The ability to request a previous W-2 reprint will need to be configured.

Ability to allow the printing of payroll register for an individual employee for a user defined period (current year-to-date, prior year, etc…)

Ability to produce reporting for ensure appropriate checks and balances for payroll per payroll run and per end of period run


Ability to maintain a master Bank table for validation against the Federal Reserve system

Monitor Employee Health & SafetyAbility to track safety equipment requirements, training requirements, certification(s) required, occupational medicine requirements, etc. by position and employee

Monitor Employee Health & SafetyAbility to track and report employees due for medical exams and other occupational health services

Environmental Health & Safety

Monitor Employee Health & Safety Environmental Health & Safety











meet requirement

901

902Ability to support the creation of a unique incident/accident identification number

903

904

905

906

907Ability to display a flag if an employee has a documented disability

X X

908Ability to tie an incident back to a safety audit

909

910Ability to scan supporting documents

911

912Ability to track number of lost and restricted work days and the associated costs

913

914

915

916

917

918

919

920Ability to track industry and agency codes against claims

921

922Ability to send data to multiple third party administrators with no duplicate entry

X Available through SAP Netweaver

923X

924Ability for a supervisor to access claim activity (secure and private view only)

925

926

927Ability to generate a notification if the employee is scheduled to be out beyond 21 days

X

928Ability to track when a supervisor has contacted the employee

929X

930Ability to track when an employee has been released for work

Monitor Employee Health & SafetyAbility to track occupational illness, injury and accident history and associate to worker’s compensation



Monitor Employee Health & SafetyAbility to provide a fatality indicator (check box) that will trigger a system notification to appropriate individuals


Monitor Employee Health & SafetyAbility to support the collection of incident information including, but not limited to:- Type of incident (assault, accident, vehicle involved)- Result of incident (injury/illness or no injury/illness)


Monitor Employee Health & SafetyAbility to support the collection of information on witnesses of incidents that may include employees and non-employees. Contact information for witnesses


Monitor Employee Health & SafetyAbility to support the collection of injury information including, but not limited to:- Multiple claim numbers- Physician record for treatment


Monitor Employee Health & Safety



Monitor Employee Health & SafetyAbility to generate a flag reminding a supervisor to complete a claim form when they put someone out on a certain type of leave



Monitor Employee Health & SafetyAbility to support the capture of employee claim costs. For example, track charges related to injury claims, including medical treatments and multiple claim-incurred costs


Monitor Employee Health & Safety Environmental Health & Safety / Payroll

Monitor Employee Health & SafetyAbility to support tracking information on claims including, but not limited to:- Claim number- Claim allowance


Monitor Employee Health & SafetyAbility to support reporting on costs associated with claims including employee, direct, and indirect costs

Environmental Health & Safety / Payroll

Monitor Employee Health & SafetyAbility to support multiple interfaces between the State and the claims managers to facilitate a cross match of employee payment information. This will assist in the identification of duplicate payments to the employee


Monitor Employee Health & SafetyAbility to support the collection of injury pay eligibility information including, but not limited to:- Multiple waiting periods


Monitor Employee Health & SafetyAbility to support the capturing of multiple physicians and contact information on who treated the employee. This requires the ability to distinguish between the employee's physician and the physicians the State uses to provide an independent review


Monitor Employee Health & SafetyAbility to support approvals and the dates of the approval. If a claim is denied, then capture the reason for the denial from a standard list of values. Ability to identify the level of appeal and the decisions made if claim denial is challenged


Monitor Employee Health & SafetyAbility to apply Standard Industrial Classification codes at a more discreet level (agency level or type of work) to job codes



Monitor Employee Health & SafetyAbility to report on safety incidents and Workers' Compensation claims by race, sex, grade and other user defined information



Monitor Employee Health & SafetyAbility to manage a claim through a different agency. The employee may be paid by one agency, but performs work for another agency. The second agency may be responsible for the claim




Monitor Employee Health & SafetyThe system shall support the collection of Rehabilitation Plan information including but not limited to:- Restrictions to work duties


Monitor Employee Health & SafetyAbility to track costs, medical visits, diagnosis, medical notes, prescriptions, and referrals Environmental Health &

Safety



Monitor Employee Health & SafetyAbility to track whether a return to work has been offered and the employee's response to the offer









meet requirement

931Ability to flag salary continuation that the supervisor has the ability to turn on and off

X

932

933

934Ability to automatically produce the OSHA 300 Log and 300A

935

936Ability to allow compliance with regulatory reporting format and requirements

937Ability to generate an average weekly wage report

938Ability to generate a report of payroll hours for Bureau of Labor Statistics reporting

939Ability to report on lost work days and incidence rates due to injury and illness

940X

941Ability to automate Workers Compensation quarterly reporting

942

943

944 Manage Employee RelationsAbility to provide online access to policies with index and search capabilities

Added 10/24/2005

945 Manage Employee RelationsAbility to display frequently asked question about policies on a portal

Added 10/24/2005

946 Manage Employee RelationsAdded 10/24/2005


948 Manage Employee RelationsAbility to produce a reminder of the need for written notification at various milestones

Added 10/24/2005



951 Manage Employee RelationsAbility to track discipline history for each employee

Added 10/24/2005



954 Manage Employee RelationsAbility to provide a free form comment field attached to disciplinary action

Added 10/24/2005

955 Manage Employee RelationsAbility to create automatic notifications of disciplinary actions

Added 10/24/2005

956 Manage Employee RelationsAbility to create an automatic notification of demotion or dismissal

Added 10/24/2005

957 Manage Employee RelationsAbility to track FMLA leave used by an employee - may relate to a disciplinary issue

Added 10/24/2005





Monitor Employee Health & SafetyAbility to send an automatic notification to payroll when an employee has returned to work


Monitor Employee Health & SafetyAbility to report on worker injuries and accidents by multiple variables such as name, job classification, date of accident, location, nature of injury, body part affected, contributing factors, agency, state defined demographic groups



Monitor Employee Health & SafetyAbility to track and report medical and lost time costs for worker injuries based on user defined parameters






Monitor Employee Health & SafetyAbility for a supervisor to see which employees are out on leave (possibly through MSS)

Environmental Health & Safety / Time

Management / PayrollAbsence tracking will need to be added as part of the Incident process.


Monitor Employee Health & SafetyAbility to allow visibility to outside health agencies but limit access (security down to field level)


Monitor Employee Health & SafetyAbility to restrict medical data information to certain individuals to comply with HIPAA privacy and security requirements


Ability to track policies and procedures, and to track their changes over time to be displayed via an employee portal

Ability to store examples and interpretations of these policies and procedures to be dsiplayed via an employee portal

Ability to track disciplinary action identified by type of discipline, and provide for monitoring of disciplinary action

Ability to track an unlimited number of disciplinary actions for each employee record (e.g., letter of reprimand)

Ability to provide users with a standard list of types of discipline to facilitate data entry (e.g., suspension, removal)

Ability to track multiple offenses, with dates, by agency, with appropriate security restrictions

Ability to show history of other complaints, cases, and dispute resolutions for a specific employee

Ability to show history of complaints, cases, and dispute resolutions against a specific supervisor

Ability to report disciplinary actions by agency, supervisor, demographics, job classification







meet requirement


962 Manage Employee RelationsAbility to maintain disciplinary action detail after issue is resolved

Added 10/24/2005

963 Manage Employee RelationsAbility to maintain history of a warning, but restict view of warning by date

Added 10/24/2005

964 Manage Employee RelationsAbility to track state defined demographic data for discrimination and ADA cases

Added 10/24/2005

965 Manage Employee RelationsAbility to notify manager of case status at each milestone

Added 10/24/2005

966 Manage Employee RelationsAbility to maintain appropriate data to support EEO tracking and compliance

Added 10/24/2005


968 Manage Employee RelationsAbility to transmit EEO data to reporting agencies in multiple formats

Added 10/24/2005

969 Manage Employee RelationsAbility to produce the EEO 4 reports

Added 10/24/2005







976 Manage Employee RelationsAbility to model demographic breakdown of an organization after a proposed RIF

Added 10/24/2005

977 Manage Employee RelationsAbility to provide statistics on utilization of employee assistance program

Added 10/24/2005

978 Manage Employee RelationsAbility to provide program overview information

Added 10/24/2005








986 Manage Employee RelationsAbility to track history of complaint by employee and supervisor

Added 10/24/2005

987 Manage Employee RelationsAbility to track actions of various boards, courts, and forums

Added 10/24/2005

988 Manage Employee RelationsAbility to track different case numbers

Added 10/24/2005

989 Manage Employee RelationsAbility to track the named parties to the complaint

Added 10/24/2005

990 Manage Employee RelationsAbility to track the status of the complaint

Added 10/24/2005

Ability to prohibit a Legislative Increase if an employee has a disciplinary action with a final written warning status

Ability to define State demographics by specific groups: white males, white females, black males, black females, hispanic males, hispanic females, asian males, asian females, american indian males, american indian females, and disability status

Ability to create workforce reports by EEOC and Standard Occupational Category, specific demographic group, department and job classification

Ability to utilize EEO data, and state defined demographics, such as workforce demographics, including historic workforce data, the Standard Occupational Categories, the Federal Occupational Categories, and the US Census DataAbility to track training requests, attendee's, and denials by state defined demographic groups and occupational category

Ability to update EEO reporting requirements and categories as mandated by the Federal Government

Ability to update calculations used in EEO reports as variables (such as demographic information) change

Ability to merge and calculate state census data with state employee demographic information for EEO analysis

Ability to have grievances, disciplinary actions, harassment complaints and discrimination complaints established and maintained for each employee record including location and dateAbility to provide a complete history for an employee including:- Date that the grievance complaint was filed- Nature of the complaintAbility to track by supervisor the numbers and kinds of actions that are taken by race, sex, age, and job classification

Ability to track and notify when follow-up action (callback, written notification, etc.) is required concerning a complaint that has been filed

Ability to track externally filed employee complaints/litigation (i.e. EEOC, Department of Labor, courts system) against the State by Type, Outcome, Amount of Judgment, and Elapsed time to resolve issueAbility to support the entry and monitoring of appeals associated with an employee grievance

Ability to maintain an unlimited number of appeals for each employee record and status codes, effective dates, and comments associated







meet requirement

991 Manage Employee RelationsAbility to support the capturing of information on multiple appeals

Added 10/24/2005

992 Manage Employee RelationsAbility to track grievance disposition and disposition date

Added 10/24/2005


994 Manage Employee RelationsAbility to support multiple grievance topic codes

Added 10/24/2005






1000 Manage Employee RelationsAbility to provide a report to track grievances by agency or organizational assignment

Added 10/24/2005

1001 Manage Employee RelationsAbility to report grievances by state defined demographic data

Added 10/24/2005


1003 Manage Employee RelationsAbility to automatically generate a unique grievance number

Added 10/24/2005

1004 Manage Employee RelationsAbility to provide a link to performance reviews

Added 10/24/2005

1005 Manage Employee RelationsAbility to flag performance reviews that are being appealed due to a grievance

Added 10/24/2005

1006 Manage Employee RelationsAbility to provide online training for managers to resolve issues

Added 10/24/2005


1008 Manage Employee RelationsAbility to track basic complaints before it gets to the grievance level

Added 10/24/2005

1009 Manage Employee RelationsAbility to track real-time data on grievance status

X

1010 Manage Employee RelationsX X

1011 Manage Employee RelationsAbility to notify employee's manager when grievance moves to next step

X X

1012 Manage Employee RelationsX


1014 Manage Employee RelationsAbility to track grievances related to performance review ratings

X

1015 Manage Employee RelationsAbility to allow for automated tracking of employee performance evaluation reviews

X



1018 Manage Employee RelationsAbility to maintain history of performance reviews

X



Ability to allow for maintenance and status tracking of multiple levels of grievance and arbitration including issue, remedy and resolution

Ability to allow for the recording of Arbitrator assignments (e.g., Administrative Law Judge, Investigator)

Ability to allow, within the grievance record, cost information - internal, external and administrative

Ability to track total cost of grievances: attorney fees, lump sum awards, front pay, back pay, and other costs

Ability to record names of labor relations officer (advocator), State (employer), and union individuals assigned to the grievance

Ability to track multiple arbitration methods (e.g., Non-Traditional Arbitration, and Expedited)

Ability to support appeal tracking including advocates, court and supreme court decisions, lawyers, judges, and other individuals

Ability to provide online quick reference guide ("cheat sheet") for process that a manager should follow - specific to each agency

Ability to provide controlled visibility of grievance information by people in employee's chain of command


Ability to track performance review complaints and appeals for both SPA and EPA employees

Ability to flag performance appraisal if employee has a certain number of disciplinary actions or warnings

Ability to establish and maintain an unlimited number of performance evaluations for each employee record as well as the dates that future performance ratings will occur

Ability to provide “tickler” function to notify supervisors of performance evaluations coming due within a user-defined period of time

Ability to allow managers and supervisors to view their employees’ performance review history

Ability to generate appropriate forms of performance review for manager and employee signatures







meet requirement




1024 Manage Employee RelationsAbility to notify supervisor of missed performance reviews

X


1026 Manage Employee RelationsAbility to notify HR that the employee’s performance has been deemed insufficient

X


1028 Manage Employee RelationsAbility to view job description and competencies by position

X

1029 Manage Employee RelationsAbility to report on supervisor's history of performance ratings given

X

1030 Manage Employee RelationsAbility to link employment review dates to succession plan

X X

1031 Manage Employee RelationsAbility to report on which performance reviews are complete and which are still pending

X

1032 Manage Employee RelationsX Available through SAP Business Warehouse

1033 Manage Employee RelationsAbility to retrieve employee personnel, performance, and compensation information

X

1034 Manage Employee RelationsAbility to provide Americans with Disabilities Act (ADA) analysis and reports

X Available through SAP Business Warehouse

1035 Manage Employee SeparationAbility to provide a list of dropdown reason codes for termination

X

1036 Manage Employee SeparationAbility to track voluntary vs. involuntary separations

X

1037 Manage Employee SeparationAbility to provide for the creation of user-defined employee checklist for separation

X X

1038 Manage Employee SeparationX X

1039 Manage Employee SeparationX

1040 Manage Employee SeparationAbility to terminate employees who are retiring

X

1041 Manage Employee SeparationAbility to create necessary retirement forms with pre-populated employee information

Adobe

1042 Manage Employee SeparationAbility to future date termination dates

X



1045 Manage Employee SeparationX Available through SAP Workflow


1047 Manage Employee SeparationAbility to calculate a severance amount based on salary, age and years of service

X


1049 Manage Employee SeparationAbility to flag that an employee was separated due to a RIF

X

1050 Manage Employee SeparationAbility to track the recovery of State property assigned to terminated employees

X

Ability to support the capture of an evaluation date that reflects the effective date of the employee's step increase

Ability to support the documentation of performance information outside of the annual process

Ability to notify employee (through Employee Self-Service portal) of performance review dates

Ability to provide a report to HR staff of supervisors who have consistently missed conducting their employee performance reviews The State acknowledges that more details will be


Ability to support varying performance evaluation schedules - some agencies are yearly, some are twice yearly

Ability to track distribution of performance ratings by demographic information, job classification, agency, business units, etc.

Ability to process multiple personnel actions for a given employee in a single pay period (in effective date order) and should reject invalid action combinations (e.g., promotion effective after a termination)Ability to route termination notice to stop payroll and benefits including termination date and time owed either to the employee or back to the State

Ability to generate a termination workflow item that can be triggered through Manager Self Service

Ability to generate a termination workflow item that contains information such as leave balances to forward to payroll

Ability to trigger notifications to other departments (property, IT, security, benefits) when an employee is terminating

Ability to create a letter for the employee that includes employee specific information upon receipt of the separation notice

Ability to track the last date the leave balance was updated for auditing leave payout amounts







meet requirement

1051 Manage Employee SeparationAbility to create standard exit interview questionnaire

X X


1053 Manage Employee SeparationAbility to capture exit interview information through Employee Self Service

Adobe X

1054 Manage Employee SeparationAbility for a manager to view exit interview history through a manager's portal

Adobe X

1055 Manage Employee SeparationPayroll



1058 Manage Employee SeparationAbility to access terminated employee data

X

1059 Manage Employee SeparationX Available through SAP Business Warehouse

1060 Manage Employee SeparationAbility to support an interface to the State Retirements system

X X Available through SAP Netweaver

1061 Collect Time & AttendanceX

1062 Collect Time & AttendanceAbility to access leave balance information on-line

X




1066 Collect Time & AttendanceAbility to document the shift an employee is assigned

X


1068 Collect Time & AttendanceAbility to interface with assisted technology devices and software (ADA requirement)

X X

1069 Collect Time & AttendanceAbility to capture time by work location

X

1070 Collect Time & AttendanceAbility to capture time at multiple work locations for the same employee

X

1071 Collect Time & AttendanceX X

1072 Collect Time & AttendanceAbility to have a standard interface format for future time collection systems

X

1073 Collect Time & AttendanceAbility to allow administrators to access real time leave balances for their employees

X

1074 Collect Time & AttendanceAbility to set time as positive or exception reporting

X

1075 Collect Time & AttendanceAbility to collect time charged to equipment

X

1076 Collect Time & AttendanceAbility to collect time charged to work accomplished (functional areas)

X X

1077 Collect Time & AttendanceAbility to correct time charged to project codes

X X


1079 Collect Time & AttendanceAbility to recalculate leave balances and accruals based on revised service dates

X


Ability to capture and maintain exit interview information obtained from terminating employees

Ability to allow for partial period payment to separated employees who do not work the entire pay period

Ability to process lump sum termination pay for eligible leave balances less monies owed to the State as an addition to the employee’s final regular paycheck

Ability to support an option to automatically pay accrued vacation earnings and unused bonus leave upon termination of employment

Ability to calculate and monitor employee turnover rates by job classification, location, organization, work schedule, state defined demographic data and other user-defined criteria

Ability for the employee or designated time administrator to record time to multiple cost centers

Ability to handle non-standard hours (e.g., shifts, on call, call back, holiday work, overtime, comp time, weekend work, special hours for nursing staff, special hours for custody officers, etc.)Ability to interface with 3rd party time collection systems such as Internet, telephone systems (IVR), proximity card scanners, etc.

Ability to validate time data as it is entered into the system to check for errors (i.e. 40 hours entered into a single day)

Ability to track time spent on administrative leave such as jury duty, community service, etc.

Ability to allow employees to record their time as actually worked to proper projects, grants, programs, organizations and funds

The State intends to implement a subset of SAP financials needed in order to run payroll; The State understands that decisions on creating interface files for validation since Grants will not be implemented at this time will be needed.

The State intends to implement a subset of SAP financials needed in order to run payroll; The State understands that decisions on creating interface files for validation since Grants will not be implemented at this time will be needed.Ability to automatically update Controlling transactions when changes are made to time

entries after the processing period has closed

Ability to automatically flag employees who exceed scheduled hours in a day/period and require justification (free form comment) for approval







meet requirement




1084 Collect Time & AttendanceAbility to store and access time data for 6 years after employee separates

X

1085 Collect Time & AttendanceAbility to convert historical data from current agency-specific systems

X X








1093 Collect Time & AttendanceAbility to track reasons or comments for Administrative Leave

X

1094 Collect Time & AttendanceAbility to provide leave of absence and FMLA compliance

X




1098 Collect Time & AttendanceAbility to allow for employees to request and record multiple leaves in a given year

X

1099 Collect Time & AttendanceAbility to query on leave time by employee and manager

X

1100 Collect Time & AttendanceAbility to enter and track time worked for various activities

X


1102 Collect Time & AttendanceAdobe X

1103 Collect Time & AttendanceAbility to deduct leave in increments against standard hours

X

1104 Collect Time & AttendanceAbility to allocate bonus leave in special situations to a group of employees

X


1106 Collect Time & AttendanceAbility to correct leaves use and balances as necessary

X

1107 Collect Time & AttendanceAbility to document time owed to the state due to adverse weather leave

X

1108 Collect Time & AttendanceAbility to stop time accrual when employee is on leave without pay

X


1110 Collect Time & AttendanceAbility to advance leave (and for certain agencies to not allow this feature)

X X

Ability to extract data from the repository using non-proprietary, readily available generic data extraction tools such as MS Access, MS Excel, etc.

Ability for User Division Managers and their HR Coordinators to easily utilize a set of Tools to query and download selected data

Ability to restrict access to time reporting function to authorized users only (i.e., employee, supervisor, timekeeper)

The State will need to determine the amount of historical data that will be converted during implementation. A decision has not been made at this time on how much historical data will be converted.

Ability to allow the establishment of limits with each leave type for the number of hours that can be carried from one year to the next

Ability to fully integrate time collection with a leave tracking system (annual, sick, comp, official, holiday, etc) if necessary

Ability to provide an all-inclusive leave accounting system that tracks leave used, leave accrued, leave balances, and leave paid (if applicable)

Ability to automatically allocate an employee's time, by percentage, to multiple different cost centers

Ability to provide controls that ensure maximum amount of available leave hours are not exceeded

Ability to performs all leave calculations (including year-end accrual calculations) in accordance with federal and State law for all leave types

Ability to track the following Leave types: Annual Vacation Leave, Sick Leave, Administrative Leave, Training Leave, Dependent Sick Leave, Court and Jury Leave, Education Leave, Military Leave, Disaster Service Volunteer Leave, Holiday Leave, Maternity Leave, Leave Without Pay, FLSA Compensatory Time, State (FLSA-Exempt)

Ability to support user-defined leave plans which allows accruals based on years of service, job assignment, etc. and allow for authorized users to define parameters, amounts, carry-overs, ceilings, etc.Ability to automatically notify a supervisor when a direct report's FMLA or Leave Without Pay event is about to end

Ability to process the initiation of and return from leave without pay (LWOP) including start and end dates and reason

Ability to support a system generated trigger after employee has ‘x’ number of days of absence and inform the employee via a system generated standard letter that they may be eligible for disability pay


Ability to support the employee's request to supplement disability payments with leave according to a defined prioritization


Ability to set multiple schedules for leave accrual, including prorated plans for employees working part time or taking time off

Ability to restrict adjustment of leave balances to authorized administrators while creating and audit trail for changes







meet requirement



1113 Collect Time & AttendanceAbility to set up different rules for tracking bonus leave

X


1115 Collect Time & AttendanceAbility to allocate certain amount of hours worked to generate compensatory time

X X

1116 Collect Time & AttendanceAbility to store compensatory time balance and associated leave

X

1117 Collect Time & AttendanceAbility to maintain payout rules for certain leave types that expire

Payroll

1118 Collect Time & AttendanceAbility to dock pay for negative leave balances and set leave balance back to zero

X



1121 Collect Time & AttendanceAbility to set dates for when leave can be used, and when it expires

X

1122 Collect Time & AttendancePayroll

1123 Collect Time & AttendanceAbility to automatically roll over leave time at year end based on business rules

X

1124 Collect Time & AttendanceAbility to report all leave taken by an employee

X

1125 Collect Time & AttendanceAbility to forecast leave that will be accrued through a period of time

X X


1127 Collect Time & AttendanceAbility to reset community service leave balances at beginning of new year

X





1132 Collect Time & AttendanceAbility to report on time allocated towards projects

X X


1134 Collect Time & AttendanceAbility to report time and leave data by fiscal year and calendar year

X

1135 Collect Time & AttendanceAbility to report leave balances for each type of leave

X


1137 Collect Time & AttendanceAbility to report on employees on leave without pay

X

1138 Collect Time & AttendanceX X Available through SAP Business Warehouse



Ability to make changes to time, adjust to different charge codes, move from comp time to overtime, etc.

Ability to set up rules for various types of leave, and ability to accommodate changes in business rules

Ability to automatically generate leave entitlements at beginning of year, monthly biweekly, etc. (leave for vacation, community service, etc.)

Ability to handle leave donations between two or more eligible employees for shared leave program

Ability to track FMLA and Family Medical Illness Leave (NC state program) according to eligibility requirements

Ability to charge time to specific codes and extract that data to report pay that can be reimbursed by local, state, and federal funds

Ability to roll over vacation leave up to 240 hours and convert the remainder to sick leave

Ability to roll over bonus leave up to a certain amount of hours based on current policy and employee status

Ability to prorate leave accrual for employees less than full time and greater than 20 hours per week

Ability to maintain summary hour totals, by day, week, month, pay period, time sheet, and other user defined requirements

Ability to allow employees and administrators to access past and current time reported. Ability to allow administrators to change past time reported as necessary while generating audit trails

Ability to extract calendar and fiscal year-to-date non-compensated time (total liability by type, funds, department, cost center, and other user defined break-downs)

Ability to report on employees with exception leave situations (e.g., negative leave balance, did not report leave, etc.)

Ability to map time and leave information to staffing patterns (to support requests to legislature)

Ability to generate a compensated leave report (lists every employee, salary, total liability, total by funds department, cost center, etc.)

Ability to compute the financial liability of accrued leave and pass to the State's financial system







meet requirement






1146 Collect Time & AttendanceAbility to document shared leave time both donated and received

X X

1147 Collect Time & AttendanceAbility to update leave balances based on shared leave donated or received

X X

1148 Collect Time & AttendanceAbility to verify that rules have been followed for shared leave

X X


1150 Collect Time & AttendanceAbility to allow for multiple approval levels for time entry

X

1151 Collect Time & AttendanceAbility for a supervisor to electronically approve the time sheet

X

1152 Collect Time & AttendanceAbility for the approver of the time sheet to view a list on-line of all employees approved

X X




1156 Collect Time & AttendanceAbility to allow text explanations to be provided for adjustments to time

X

1157 Collect Time & AttendanceAbility for managers to access employees' time information

X



1160 Collect Time & AttendanceX X Available through SAP Netweaver




1164 Collect Time & AttendanceAbility to display leave types (example sick leave, etc.)

X

1165 Collect Time & AttendanceAbility to accommodate shift premium allowances

X


1167 Collect Time & AttendanceAbility to maintain and recognize holiday calendar dates

X

1168 Collect Time & AttendanceAbility to enter holidays on other dates as needed to support 24/7 operations

X



Ability to report leave balances to employees without computer access through printouts

Ability to change as necessary the work categories (e.g. regular time, overtime, shifts, comp time, paid military leave, holiday premium, call back, on call, training, injury etc.) for which time is allocated based on business rulesAbility to perform add, change, delete, and inquiry functions to the time transaction information and the employee profile information

Ability to extract employee training time for certification and continuing education reporting

Ability to provide detailed inquiry screens for current and past transactions, as well as totals by time and leave types for each employee

Ability for authorized employee or supervisor to revise time if employee reports time worked and then takes an unexpected vacation day

Can be batched together in the CATS workflow and would require little to no configuration.

Ability for the approver of the time sheet to view a list on-line of all employees not yet approved

Can be batched together in the CATS workflow and would require little to no configuration.

Ability for a designated time administrator or supervisor to enter the time sheet for an employee, or change a time sheet for an employee, subject to a user-defined approval levelAbility to extract data from the HR system to match time data with information from the financial system

Ability for a designated time administrator or supervisor to approve time sheets for an employee or group of employees, subject to a user-defined approval level

Ability for each employee be able to enter their own time, with the potential for their supervisor or time administrator also having the ability to complete their timesheet

Ability to import specifically-defined time and attendance data from other applications via interfaces

Ability to complete required timesheet changes after pay period closing through documented adjustment

Ability to allow employees or designated time administrators to review (in real-time during time sheet entry) all leave balances including, but not limited to, vacation, sick, compensatory, and other leaveAbility to self-validate data at the point of entry to reduce adjustments by applying business rules

Ability for employees to access the system to display and print data pertaining to their personnel records and benefits as well as accrued payroll and benefits

Ability to send notification of exceptions of time and attendance data such as "No time entered" before pay period cutoff

Ability to enter time with each of the methods listed below, entering regular work time and leave time:-by pay period







meet requirement


1172 Collect Time & AttendanceAbility to create work schedules and assign them to employees

X

1173 Collect Time & AttendanceAbility to view an employee's work schedule through a manager's portal

X

1174 Collect Time & AttendanceAbility to complete a Leave Request Form / Overtime Request Form on-line

X

1175 Collect Time & AttendanceAbility to have the Leave Request Form / Overtime Request Form approved on-line

X


1177 X

1178 General RequirementsThe ability to meet most legally mandated ADA requirements.

1179 X

1180 X X

1181 X X

1182 X

1183 X

1184 X X

1185 Training and Development X

1186 Training and Development X

1187 Training and Development elearning

1188 Training and DevelopmentThe ability to create web-based tests and exercises.

elearning

1189 Training and Development elearning

1190 Training and Development elearning X

Ability for supervisors to select the time entry method (i.e., by pay period, week, day, time in/time out) for each direct report or group of direct reports

Ability to calculate overtime factoring in government regulations and the employees prescribed standard work schedule and business rules around overtime calculations during a period of time when other leave is taken


Ability to track multiple types of positions and work arrangements such as temporary, part-time and personal services contractor.

3rd party is needed (ex. JAWS)

Manage Compensation and Classification

Ability to analyze market information to identify a salary range minimum, salary range maximum and three market rates (Contributing, Journey, and Advanced) within the pay range.

The State expects to customize the software to meet this requirement.


In statewide standards, ability to store three competency level descriptions, (Contributing, Journey, and Advanced) for each competency and for employees to be evaluated against those competency levels with the employee evaluation being stored in the system for each competency.Manage Compensation and

ClassificationAbility for agencies and universities to modify the statewide standard competency level descriptions to meet their specific needs, for these modifications to be stored, and for employees to be evaluated against those competency levels with the employee evaluation being stored in the system for each competencyManage Compensation and

ClassificationAbility to record an overall competency level (Contributing, Journey, or Advanced) for each employee.


In one tool, the ability for managers to analyze the overall competency levels of all employees who report to them, the distribution of competency ratings on all competencies, and the appropriate market rate; and prepare recommendations for salary increases.

The State expects to customize the software to meet this requirement.


Ability to develop career development plans for each employee including expectations by competency along with support that will be provided to the employee to improve competency level (training, mentoring, OJT, etc.).


Ability for certain groups of non-state employees and state employee who are not identified as employee users to electronically enroll in courses offered.

Ability to link course offerings with competencies.

The ability to define course objectives, design courses, and create course content or import course external course content.

In an e-learning environment, the ability of learners to answer questions about their current level of knowledge and skills so that their e-learning course can be structured appropriately from a content standpoint and to match the learner’s preferred learning style.In an e-learning environment, the ability to measure increased knowledge and skills through testing and refer the learner back to learning modules that match knowledge and skill deficits.

State of NC HR/Payroll RequirementsPage 41 of 41

Abbreviations & Acronyms

ADA Americans with Disabilities ActCBT Computer Based TrainingCLE Continuing Legal EducationCOLA Cost of Living AdjustmentEEO Equal Employment OpportunityEEOC Equal Employment Opportunity CommissionEPA Exempt from Personnel ActESS Employee Self ServiceFMLA Family and Medical Leave ActHIPAA Health Insurance Portability and Accountability ActIVR Interactive Voice ResponseKSA Knowledge, Skills and AbilitiesMSS Manager Self ServiceOSHA Occupational Safety & Health AdministrationPSA Pay Supplement AllowanceRIF Reduction In ForceSIC Standard Industrial ClassificationSPA Subject to Personnel ActWBT Web Based Training

Documents

Requirements