Ability to extract information from the system to used in desktop applications such as
spreadsheets or word processing software for further presentation and analysis
X
2
General Requirements
Ability to support a flexible, easy-to-use process to allow for the loading of information
to the system from desktop applications
X
3
General Requirements
Ability to support the transmission of information including electronic file transactions
with external entities and other internal State systems in the required formats
X
4
General Requirements
Ability to transmit or receive files from vendors or other outside sources via FTP,
Advantage, Web, etc.
X
5
General Requirements
General Requirements
Ability to maintain history of all changes made within the system which includes type of
change, user, effective date of change and transaction date
X
8
General Requirements
Ability to offer Employee Self Service (ESS) and Manager Self Service (MSS)
capabilities within the employee portal
X
General Requirements
11
General Requirements
12
General Requirements
13
General Requirements
14
General Requirements
15
General Requirements
16
General Requirements
17
General Requirements
18
General Requirements
19
General Requirements
20
General Requirements
21
General Requirements
22
General Requirements
23
General Requirements
24
General Requirements
25
General Requirements
26
General Requirements
27
General Requirements
28
General Requirements
29
General Requirements
Not supported
Comments
All standard formats supported. Advantage will
require clarification.
X
7
10
Requires
customization to
meet
requirement
Ability to attach documents to records
General Requirements
General Requirements
Configurable
Requirement
Ability to support edits and controls to ensure accurate data entry
6
9
Included in additional
SAP License
X
Ability to provide "tickler" functionality to remind users of key events
X
Ability to access HR metrics
X
Ability to view different HR metrics via a portal
X
Ability to customize an employee view of the portal and provide access to forms based
on type of employee
X
X
Manager and Employee are unique roles out of the
box. Other roles may be configured.
Ability to provide access to templates for letters through a portal
X
Ability to provide HR Portal functionality
X
Ability to support electronic signatures
X
Ability to provide a fully integrated HR/Payroll application. When updating any data
element it will be reflected throughout all modules
X
Ability to process multiple transactions with the same effective date
X
Ability to provide data conversion utilities and tools
X
Ability to support archive/purge capabilities
X
Ability to support batch processes required for processing
X
Ability to support batch job scheduling
X
Ability to access other functions while a batch update is in progress
X
Ability to allow for decentralized access to reporting functionality
X
Ability to produce graphs and charts
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 provide business modeling tools within the application software suite
X
Standard & Business Warehouse
X
Standard & Business Warehouse
X
Ability to provide a user-friendly report generator which can access multiple databases
X
Standard & Business Warehouse
Ability to access modifiable reports through a portal
X
Ability to create audit trails for specified data changes including field changed, user,
date and time
State of NC HR/Payroll Requirements
X
1 of 43
HR/Payroll Requirements
#
Functional Area
30
General Requirements
31
General Requirements
Functional Requirements
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
Ability to control end-user access to screens, with security down to the field level
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
X
X
X
X
Requires
customization to
meet
requirement
Not supported
Comments
All supported through configuration.
Ability to support role based security
32
General Requirements
33
General Requirements
34
General Requirements
Ability to edit field names, create custom input screens, notifications, help screens, and
lookup tables
X
35
General Requirements
Ability to support drop-down menus that provide for ease of navigation through the
system
X
36
General Requirements
37
General Requirements
Ability to route documents and/or information through the application or alternative mail
system
38
General Requirements
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
39
General Requirements
Ability to support work flow capabilities that provide event monitoring, allowing for the
electronic notification of the occurrence of certain processing or date values
X
40
General Requirements
Ability to support work flow management, including electronic approval, that is
integrated throughout the application
X
41
Design and Maintain Org.
Structure
Ability to fund a position through multiple budget sources
42
Design and Maintain Org.
Structure
43
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")
44
Design and Maintain Org.
Structure
Ability to divide position funding by dollar amount or percentage
45
Design and Maintain Org.
Structure
Ability to interface to Budget system
46
Design and Maintain Org.
Structure
Ability to reclassify positions and change account-coding distributions (funding sources)
associated with the positions and the individuals within those positions globally
47
Design and Maintain Org.
Structure
Ability to track budgeted salary that has not been paid due to vacated position (lapsed
salaries)
48
Design and Maintain Org.
Structure
Ability to send a FTE (Full Time Equivalency) to the budget system through an interface
when a new position is created in the system
X
49
Design and Maintain Org.
Structure
Ability to generate a workflow item for budget approval when a time limited position is
extended
X
50
Design and Maintain Org.
Structure
Ability to develop drop down menu to select funding code
51
Design and Maintain Org.
Structure
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
52
Design and Maintain Org.
Structure
Ability to create rules that determine the salary reserve amount
53
Design and Maintain Org.
Structure
Ability to generate a reminder that the date is approaching for the end of a probationary
period
X
54
Design and Maintain Org.
Structure
Ability to generate a reminder that the end date for an employee in a temporary (time
limited) position is approaching
X
55
Design and Maintain Org.
Structure
Ability to generate new, budget approved positions through a mass update
56
Design and Maintain Org.
Structure
Ability to approve position creation and changes via workflow
57
Design and Maintain Org.
Structure
Ability to assign person to two organizations
58
Design and Maintain Org.
Structure
Ability to attach documents to a position record
X
Ability to support single sign-on
X
X
Ability to support on-line help and documentation
X
X
X
Adobe
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.
X
X
X
Financials
X
Available through SAP Workflow
Can attach but not encumber without SAP financials;
Position Budget Control functions when SAP
Financials employed.
X
Dollar supported in base package; percentage can be
configured.
X
Position Budget Control functions when SAP
The
State acknowledges
that more details will be
Financials
employed.
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
Financials
X
Financials
X
X
X
X
State of NC HR/Payroll Requirements
X
2 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
59
Design and Maintain Org.
Structure
Ability to capture and maintain information associated with job classification audits
60
Design and Maintain Org.
Structure
Ability to create a "planned" organizational structure to model potential organization
changes
61
Design and Maintain Org.
Structure
Ability to delete positions
62
Design and Maintain Org.
Structure
Ability to inactivate positions
63
Design and Maintain Org.
Structure
Ability to flag a position for reevaluation or reclassification in a set amount of time
64
Design and Maintain Org.
Structure
Ability to flag a position that must be reclassified when it is vacated (to a lower pay
level, for example)
65
Design and Maintain Org.
Structure
Ability to flag if a position has special funding and track additional money allocated to
that position
X
66
Design and Maintain Org.
Structure
Ability to uniquely identify positions as classified and unclassified
67
Design and Maintain Org.
Structure
Ability to handle batch transfers of groups of positions across departments and
companies
68
Design and Maintain Org.
Structure
69
Design and Maintain Org.
Structure
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 maintain job procedures online and access them through an employee portal
70
Design and Maintain Org.
Structure
Ability to maintain a complete organization history
71
Design and Maintain Org.
Structure
Ability to retain a history of all positions, including data on inactive positions, inactive
employees, reclassifications, etc.
X
72
Design and Maintain Org.
Structure
Ability to provide edits to ensure that no person is put in a position until the position is
approved
X
73
Design and Maintain Org.
Structure
Ability to support audit of job descriptions for: Proper classification, Proper FLSA
status, Proper pay group
X
74
Design and Maintain Org.
Structure
Ability to track position end date for temporary, time limited, or grant-funded positions
75
Design and Maintain Org.
Structure
Ability to extend the end date of a time limited position
76
Design and Maintain Org.
Structure
77
Design and Maintain Org.
Structure
78
Design and Maintain Org.
Structure
79
Design and Maintain Org.
Structure
80
Design and Maintain Org.
Structure
Ability to track the following information for each position:
- Incumbent's) current and past
- Vacancies
Ability
to view
costs
and necessary approvals
- Creation
andposition
expiration
date
- Last vacant/filled date
- Department assigned to
Ability to track the following information for each position:
- Job Class
- Job Description
to route new job descriptions to classification for approval
-Ability
Skill Requirements
- Education Requirements
- Training Requirements
to document position
classification
-Ability
Law Enforcement
Designation
81
Design and Maintain Org.
Structure
82
Design and Maintain Org.
Structure
83
Design and Maintain Org.
Structure
84
Design and Maintain Org.
Structure
85
Design and Maintain Org.
Structure
86
Design and Maintain Org.
Structure
87
Design and Maintain Org.
Structure
X
X
X
X
X
X
X
X
X
X
X
X
- Salary Band
-Ability
Salary
to range
add a text box for justification of position
- Grade
- Market Index
-Ability
Midpoint
to document identifying data for agency, division, individual position
- EEO data
- Worker's Compensation code
-Ability
Months
per year
to create
a unique ID number for each position
- Full/Part Time
- Hours
to track and report on Span of control
-Ability
Regular/Temp
- Vacancies
- Department assigned to
Ability
to support
the creation of hierarchies; departments can be linked to agencies, etc.
- Supervisor
designation
- FLSA (exempt/nonexempt)
- Budget Data
Ability for employee to report to two supervisors
- Budgeted Salary
- Funding information
Ability to generate organizational charts from organizational information entered into
system
State of NC HR/Payroll Requirements
X
X
X
X
X
Only months per year will require configuration.
Available through SAP Workflow
X
X
X
X
X
X
X
X
X
Org Publisher / Nakisa
3 of 43
Metric management
is supported.
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.
HR/Payroll Requirements
Functional Area
88
Design and Maintain Org.
Structure
Ability to create an organizational chart with attributes (such as demographics,
employment data, etc.)
89
Design and Maintain Org.
Structure
Ability to create organizational chart by department, division, and individual work units
90
Design and Maintain Org.
Structure
Ability to create organizational charts based on a "reports to" structure
91
Design and Maintain Org.
Structure
Ability to create organizational charts based on position funding
92
Design and Maintain Org.
Structure
Ability to view organizational charts through a manger's portal
93
Design and Maintain Org.
Structure
Ability to track the existence of contractors (not necessarily HR details of those people)
within the organizational charts
X
94
Design and Maintain Org.
Structure
Ability to generate a warning flag if employee at a lower level is supervising an
employee at a higher level
X
95
Design and Maintain Org.
Structure
Ability to maintain a list of available positions identifying authorized positions, vacant
positions and filled positions
X
96
Design and Maintain Org.
Structure
Ability to report on length of time a position is vacant
97
Design and Maintain Org.
Structure
98
Design and Maintain Org.
Structure
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
99
Design and Maintain Org.
Structure
Ability to track alternate reporting relationships (i.e. dotted line)
100
Design and Maintain Org.
Structure
Ability to report on positions by organization level / unit
101
Design and Maintain Org.
Structure
Ability to report on positions by funding source
102
Design and Maintain Org.
Structure
Ability to report on open positions
103
Design and Maintain Org.
Structure
Ability to report on positions by organization level / unit
104
Design and Maintain Org.
Structure
Ability to extract and report on different funding data for positions
105
Design and Maintain Org.
Structure
Ability to combine data from multiple sources to do analysis of workloads etc.
106
Design and Maintain Org.
Structure
Ability to include and report on seasonal and temporary employees
107
Design and Maintain Org.
Structure
Ability to model organizational plans within the system and report on costs
108
Career and Succession Planning
109
Career and Succession Planning
110
Career and Succession Planning
111
Career and Succession Planning
112
Career and Succession Planning
113
Career and Succession Planning
114
Career and Succession Planning
115
Career and Succession Planning
116
Career and Succession Planning
Functional Requirements
Included in base SAP
Business Suite License
#
Included in additional
SAP License
X
Org Publisher / Nakisa
X
Org Publisher / Nakisa
X
Org Publisher / Nakisa
Configurable
Requirement
Org Publisher / Nakisa
Org Publisher / Nakisa
X
Requires
customization to
meet
requirement
Not supported
Comments
Simple charts generated in SAP standard. More
'highly formatted' requirements through SAP partners.
The State expects to select and implement a 3rd party
Simple
charts
More
tool as part
of generated
the project in
in SAP
orderstandard.
to meet the
'highly
formatted' requirements through SAP partners.
requirement.
The State expects to select and implement a 3rd party
Simple
charts
More
tool as part
of generated
the project in
in SAP
orderstandard.
to meet the
'highly
formatted' requirements through SAP partners.
requirement.
The State expects to select and implement a 3rd party
tool as part of the project in order to meet the
The
State expects to select and implement a 3rd party
requirement.
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.
Available through reporting
X
X
X
X
X
X
X
X
X
X
X
X
X
Budget
X
Ability to track a proficiency level of a KSA
X
Ability to have an employee self rate certain skills
X
Ability for an employee to self rate skills via an employee portal
X
Ability to link skill proficiency and performance data and highlight gaps in performance
X
Ability to have certain skills updated by manager only
X
X
X
X
Ability to track if a skill has been verified
Ability to track training received on the employee record
X
Ability to track test results
eLearning
Ability to track certifications, certification dates, and certification expiration dates
State of NC HR/Payroll Requirements
X
4 of 43
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
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.
HR/Payroll Requirements
#
Functional Area
117
Career and Succession Planning
118
Career and Succession Planning
Functional Requirements
Ability to provide a notification if a certification is about to expire or has not been
achieved by a certain date
Included in base SAP
Business Suite License
X
X
119
Career and Succession Planning
120
Career and Succession Planning
Ability to provide a reminder notice when a continuing professional education deadline
is approaching (ESS/MSS enabled)
X
121
Career and Succession Planning
Ability to track vehicular license status and defensive driving training requirements, and
provide a reminder notice for renewal dates for each. (ESS/MSS enabled)
X
122
Career and Succession Planning
Ability to maintain an inventory of skills, prior work experience, significant
accomplishments, languages, community activities, and professional memberships
X
123
Career and Succession Planning
124
Career and Succession Planning
Career and Succession Planning
126
Career and Succession Planning
127
Career and Succession Planning
128
Career and Succession Planning
129
Career and Succession Planning
130
Career and Succession Planning
131
Career and Succession Planning
132
Career and Succession Planning
Configurable
Requirement
Ability to report on pending certification needs
Ability to provide a reminder notice to employee and manager when a certification date
is approaching (ESS/MSS enabled)
125
Included in additional
SAP License
X
Ability to track employee interest in specific jobs
X
Ability to track employee interest in specific agencies
X
Ability to document and track employee development plans/goals & link to training
offerings
X
X
Ability to measure the progress of an employee against their development plan
X
Ability to link a deficiency on a performance appraisal back to a development need
X
X
Ability to report on specific needs across groups
X
Ability to attach multiple development plans to an employee
X
Ability to match a development need to a training course
X
Ability to report on the cost of providing training to meet a development need
X
Ability to track whether development needs have been met
X
Ability to track whether a development need is directly job related
133
Career and Succession Planning
134
Career and Succession Planning
135
Career and Succession Planning
136
Career and Succession Planning
Ability to establish and maintain a recommended education and career development
curriculum for each employee
X
137
Career and Succession Planning
Ability to link career and succession planning information to historical performance and
training information
X
X
138
Career and Succession Planning
Ability to document and track employee development plans/goals & link to training
offerings
X
X
139
Career and Succession Planning
Ability to support the identification of future training requirements for an employee. For
example, requirements that may have been identified during performance review
X
140
Career and Succession Planning
X
X
X
X
Ability to track why objectives have not been met
Ability to track level of career plan completion and date completed
X
Ability to match needs assessment data with available course offerings
eLearning
141
Career and Succession Planning
Ability to track the progress of various employee groups, including minorities by state
defined demographic data
142
Career and Succession Planning
Ability to support matching/gap analysis between job related training requirements and
employee qualifications
143
Career and Succession Planning
144
Career and Succession Planning
Ability to document and track employee development plans/goals & link to training
offerings
X
145
Career and Succession Planning
Ability to identify future training requirements for an employee. For example,
requirements that may have been identified during performance review
X
X
X
Ability to report on employees who are planning to acquire a skill, but have not
X
State of NC HR/Payroll Requirements
X
5 of 43
Requires
customization to
meet
requirement
Not supported
Comments
HR/Payroll Requirements
#
Functional Area
146
Career and Succession Planning
147
Career and Succession Planning
148
Career and Succession Planning
149
Career and Succession Planning
150
Career and Succession Planning
151
Career and Succession Planning
152
Career and Succession Planning
153
Career and Succession Planning
154
Career and Succession Planning
155
Career and Succession Planning
156
Career and Succession Planning
157
Career and Succession Planning
158
Career and Succession Planning
159
Career and Succession Planning
160
Career and Succession Planning
161
Career and Succession Planning
162
Career and Succession Planning
163
Recruiting, Hiring & Integration
164
Recruiting, Hiring & Integration
165
Recruiting, Hiring & Integration
166
Recruiting, Hiring & Integration
167
Recruiting, Hiring & Integration
168
Recruiting, Hiring & Integration
169
Recruiting, Hiring & Integration
170
Recruiting, Hiring & Integration
171
Recruiting, Hiring & Integration
172
Recruiting, Hiring & Integration
173
Recruiting, Hiring & Integration
174
Recruiting, Hiring & Integration
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
Ability to automatically update an employee's career plan when a course is completed
X
Ability for an employee to match their skills to jobs in the organization
eLearning
Ability for the system to link to outside career development tools
eLearning
X
Ability to prioritize goals in a career plan
X
X
Ability to track different types of competency models
X
Ability to capture peers by job type to rate individual competencies
X
Ability to generate surveys to validate competencies by job or position
Adobe Forms /
eRecruitment
Ability for a user to modify job competencies through a web interface
X
Ability for an employee to access KSA(s) and competencies by job or position via a
portal
X
Ability to categorize skills
X
Ability to prioritize skills at the job or position level
X
X
Software provides the ability to flag a skill as
'Essential'.
X
Available through SAP Business Warehouse
Ability to link skills with competency models
X
Ability to track training needs, qualifications and certifications required for a job or
position
X
Ability to report on competencies required for positions that will be available
X
Ability to report on age and retirement eligibility to determine future open positions
X
Ability to track vacancy rates
X
Ability to link succession plans to future organizational and workforce plans
X
X
Ability to have on-line access to position requisition forms
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.)
eRecruitment
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 to view position costs and necessary approvals
eRecruitment
eRecruitment
Ability for recruiters to edit position requisitions submitted by managers
eRecruitment
Ability for applicants to establish and maintain multiple electronic job applications
through the use of an industry-standard web browser
eRecruitment
Ability to store electronic applications that can be updated rather than re-entered
eRecruitment
Ability to allow job postings to be customized with further detail at the job posting level
eRecruitment
Ability to generate e-mail and Web-based posting notices for positions to be filled
eRecruitment
Ability to allow multiple positions to be filled from a single job posting
eRecruitment
Ability to post information in various formats (Web, Intranet, and hard copy)
eRecruitment
Ability to view an online vacancy list that has links to the corresponding position
description and job classifications
State of NC HR/Payroll Requirements
eRecruitment
6 of 43
X
Available through SAP Workflow
HR/Payroll Requirements
#
Functional Area
175
Recruiting, Hiring & Integration
176
Recruiting, Hiring & Integration
177
Recruiting, Hiring & Integration
178
Recruiting, Hiring & Integration
179
Recruiting, Hiring & Integration
180
Recruiting, Hiring & Integration
181
Recruiting, Hiring & Integration
182
Recruiting, Hiring & Integration
183
Recruiting, Hiring & Integration
184
Recruiting, Hiring & Integration
185
Recruiting, Hiring & Integration
186
Recruiting, Hiring & Integration
187
Recruiting, Hiring & Integration
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
eRecruitment
X
eRecruitment
eRecruitment
Ability to classify posting as "internal to the agency," "internal to the State," or "external"
eRecruitment
Ability to pull Training and Experience (job requirements) into the posting
eRecruitment
Ability to edit data pulled into the job posting
eRecruitment
Ability to provide generic application instructions
eRecruitment
Ability to provide salary range and recruitment range information
eRecruitment
Ability to provide job location
eRecruitment
Ability to denote type of position (permanent, temporary)
eRecruitment
Ability to provide position opening and closing dates
eRecruitment
Ability to access archived postings
eRecruitment
Ability to track continuous postings
eRecruitment
Ability to electronically send postings to other job posting sites
Recruiting, Hiring & Integration
190
Recruiting, Hiring & Integration
191
Recruiting, Hiring & Integration
Ability to attach documents created using industry-standard office suite applications to
electronic job applications
eRecruitment
192
Recruiting, Hiring & Integration
Ability to allow recruiter to document all activities undertaken to fill a position (e.g.,
newspaper ads, etc.)
eRecruitment
193
Recruiting, Hiring & Integration
194
Recruiting, Hiring & Integration
195
Recruiting, Hiring & Integration
eRecruitment
Ability to require an additional agency-specific application or form (such as for agencies
that require an employment-at-will statement)
eRecruitment
Ability to track status of a position requisition form
eRecruitment
Ability to track vacant positions by date vacated or other user-defined criteria
eRecruitment
197
Recruiting, Hiring & Integration
Ability for applicant to check application status online (application received, application
under review)
198
Recruiting, Hiring & Integration
202
Recruiting, Hiring & Integration
203
Recruiting, Hiring & Integration
As attachments only. The State will not be leveraging
Resume-Mirror which will be included in the Aug 05
mid-version release.
Ability to record all advertising activity associated with the recruitment process
Recruiting, Hiring & Integration
Recruiting, Hiring & Integration
eRecruitment
eRecruitment
196
201
X
Ability to receive resumes in various formats (scan, fax, email, web)
Ability for an internal applicant to create an application with pre-populated fields based
upon their employee data
Recruiting, Hiring & Integration
Available through SAP HR XML Tools.
Ability to apply for multiple positions at the same time
189
200
Comments
Ability to track historical posting information
Recruiting, Hiring & Integration
Recruiting, Hiring & Integration
Not supported
Ability to provide a link from job listing to the individual agency
188
199
Requires
customization to
meet
requirement
eRecruitment
eRecruitment
Ability to allow applicant to signify whether former employers may be contacted
eRecruitment
Ability to support the documentation of required certifications upon hiring
eRecruitment
Ability to track applicant data including: name, address, demographics, qualifications,
previous applicant activity, degrees, licenses, recruiting source, military service,
education, and work history
Ability to track employee and applicant test results, posting number, recruitment
process status
eRecruitment
eRecruitment
Ability to track applicant activity history
eRecruitment
Ability to gather veteran information
State of NC HR/Payroll Requirements
eRecruitment
7 of 43
X
Available through workflow, process templates and
attachments.
HR/Payroll Requirements
#
Functional Area
204
Recruiting, Hiring & Integration
205
Recruiting, Hiring & Integration
206
Recruiting, Hiring & Integration
207
Recruiting, Hiring & Integration
208
Recruiting, Hiring & Integration
209
Recruiting, Hiring & Integration
210
Recruiting, Hiring & Integration
211
Recruiting, Hiring & Integration
212
Recruiting, Hiring & Integration
213
Recruiting, Hiring & Integration
214
Recruiting, Hiring & Integration
215
Recruiting, Hiring & Integration
216
Recruiting, Hiring & Integration
217
Recruiting, Hiring & Integration
218
Recruiting, Hiring & Integration
219
Recruiting, Hiring & Integration
Functional Requirements
eRecruitment
Ability to indicate if applicant is legally eligible to work in the United States
eRecruitment
Ability to track test scores, if needed
eRecruitment
Ability to track internal vs. external applicants
eRecruitment
Ability to access and complete online worksheets with calculations used for justifying
salary
eRecruitment
eRecruitment
Ability to analyze applicants based on:
- Education
- Past experience and skills,
Ability
assign start
date for an
applicant
- Past to
employee
performance
history
- Results of reference checks and skills tests
- Weighted rankings of candidates
Ability
generate 2 types of offer letters to chosen candidate based on whether
- Workto
location
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 screen applicants by years of experience or other user-defined criteria
eRecruitment
Recruiting, Hiring & Integration
224
Recruiting, Hiring & Integration
225
Recruiting, Hiring & Integration
226
Recruiting, Hiring & Integration
227
Recruiting, Hiring & Integration
Recruiting, Hiring & Integration
eRecruitment
Ability to perform electronic keyword scan to evaluate applicants
223
232
eRecruitment
Ability to track interviews and interview comments
Recruiting, Hiring & Integration
Recruiting, Hiring & Integration
X
Ability to create drop down menu for reasons offer was not accepted
222
231
eRecruitment
Ability to track offer rejections
Ability to support distributing and coordinating an internal interview schedule through email
Recruiting, Hiring & Integration
Comments
eRecruitment
Recruiting, Hiring & Integration
230
Not supported
Ability to indicate applicants with a felony
221
Recruiting, Hiring & Integration
Requires
customization to
meet
requirement
eRecruitment
Recruiting, Hiring & Integration
229
Configurable
Requirement
Ability to indicate applicants who have relatives working for the State
220
Recruiting, Hiring & Integration
Included in additional
SAP License
Ability to maintain applicant data for EEO reporting (race, gender, age, disability status)
Ability to schedule interviews and skills tests (if required for position) and document
results of interviews and skills tests
228
Included in base SAP
Business Suite License
eRecruitment
eRecruitment
Ability to support the internal distribution of resumes through e-mail
eRecruitment
X
Available through SAP Workflow
eRecruitment
X
Available through Workflow and Warehouse
X
Additional Fields and Search Functions can be
configured in eRecruiting
Ability to view a real time Recall to Work list for laid-off employees
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
Ability to view internal/external applicants by posting
eRecruitment
eRecruitment
Ability to indicate that the applicant is a priority applicant due to a RIF or military status
eRecruitment
Ability for agency to choose to generate email acknowledging receipt of application.
For applicants without email address, batch once a week and generate letters
eRecruitment
Ability to sort applicants based on priority indicators
eRecruitment
Ability to flag retirees
eRecruitment
Ability to flag applicants who are employed at a NC public university
eRecruitment
Ability to conduct text searches for key words on applicant information
eRecruitment
Ability to run a report showing qualification statistics
State of NC HR/Payroll Requirements
eRecruitment
8 of 43
HR/Payroll Requirements
#
Functional Area
233
Recruiting, Hiring & Integration
234
Recruiting, Hiring & Integration
235
Recruiting, Hiring & Integration
236
Recruiting, Hiring & Integration
237
Recruiting, Hiring & Integration
238
Recruiting, Hiring & Integration
239
Recruiting, Hiring & Integration
240
Recruiting, Hiring & Integration
241
Recruiting, Hiring & Integration
242
Recruiting, Hiring & Integration
243
Recruiting, Hiring & Integration
244
Recruiting, Hiring & Integration
245
Recruiting, Hiring & Integration
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
eRecruitment
X
Requires
customization to
meet
requirement
Not supported
Comments
Ability to create a check box if school is certified
Ability to indicate disposition of candidate (most qualified, qualified, not qualified)
eRecruitment
Ability to develop a drop down menu of reasons why a candidate was not selected
eRecruitment
Ability to flag priority candidates who are qualified for position
eRecruitment
Ability to run a status report on priority candidates
eRecruitment
Ability to provide free-form comments to explain why priority candidates were not
selected
eRecruitment
Ability to rank candidates in order to make a recommendation for an offer
eRecruitment
Ability to attach documents supporting selection decision
eRecruitment
Ability to email qualified applicant information to department heads
eRecruitment
Ability to automatically generate commitment and regret letters
eRecruitment
Ability to generate notifications informing applicants of their status in the hiring process
eRecruitment
Ability to support multiple interview and notification processes for a single applicant
(i.e., two divisions within the agency recruiting a single applicant)
eRecruitment
Ability to track job offers made to applicants and applicants responses
eRecruitment
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)
246
Recruiting, Hiring & Integration
247
Recruiting, Hiring & Integration
248
Recruiting, Hiring & Integration
249
Recruiting, Hiring & Integration
Ability to provide hiring managers the ability to evaluate EEO data by department,
division, and work unit sections
eRecruitment
250
Recruiting, Hiring & Integration
Ability to provide email notification to stakeholders (dept heads, managers, recruiting
staff) that he/she has an applicant in the selection/hiring process
eRecruitment
251
Recruiting, Hiring & Integration
252
Recruiting, Hiring & Integration
253
Recruiting, Hiring & Integration
Ability to record background checks on applicants and to denote if the background
checks have been completed
eRecruitment
254
Recruiting, Hiring & Integration
Ability to record drug testing results from applicants and employees for selected
positions
eRecruitment
255
Recruiting, Hiring & Integration
Ability to provide a electronic reminder to recruiter that background verification needs to
occur within a specified number of days
eRecruitment
256
Recruiting, Hiring & Integration
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.
eRecruitment
257
Recruiting, Hiring & Integration
Ability to link applicant to required testing and training prerequisites associated with a
particular position
258
Recruiting, Hiring & Integration
Ability to identify safety sensitive classifications and positions that require drug testing
and/or criminal background checks
eRecruitment
259
Recruiting, Hiring & Integration
Ability to identify transactions that require drug testing. For example: appointments,
reinstatements, transfers
eRecruitment
260
Recruiting, Hiring & Integration
Ability to flag employee records to show compliance with drug test and background
check requirements
261
Recruiting, Hiring & Integration
eRecruitment
Ability for manager/supervisor to retrieve recruiting/hiring information electronically
eRecruitment
Ability to provide hiring managers visibility to their Affirmative Action plans
Availabel through Knowledge Management and
document Management tools.
X
Ability to print applications
eRecruitment
Ability to track references and results of reference checks for all applicants
eRecruitment
X
X
Ability to generate an employment verification checklist
State of NC HR/Payroll Requirements
X
9 of 43
X
Available through SAP Workflow
HR/Payroll Requirements
#
Functional Area
262
Recruiting, Hiring & Integration
263
Recruiting, Hiring & Integration
Functional Requirements
Recruiting, Hiring & Integration
Ability to allow new hire processing to cross multiple functions (e.g., benefit plan
enrollment, classification, payroll, position control, employment personal data)
266
Recruiting, Hiring & Integration
269
Recruiting, Hiring & Integration
270
Recruiting, Hiring & Integration
271
Recruiting, Hiring & Integration
272
Recruiting, Hiring & Integration
273
Recruiting, Hiring & Integration
274
Recruiting, Hiring & Integration
275
Recruiting, Hiring & Integration
276
Recruiting, Hiring & Integration
277
Recruiting, Hiring & Integration
Not supported
Comments
X
265
Recruiting, Hiring & Integration
Requires
customization to
meet
requirement
X
Recruiting, Hiring & Integration
268
Configurable
Requirement
Ability to rehire employees utilizing data that exists in their latest employee record
264
Recruiting, Hiring & Integration
Included in additional
SAP License
Ability to automatically check for duplicate social security numbers
Ability to automatically feed information from applicant tracking system into employee
data
267
Included in base SAP
Business Suite License
eRecruitment
X
Ability to generate orientation information that candidate must receive before start date
X
Ability to provide employee orientation information through an employee portal
X
Ability to trigger notifications to other departments (facilities, IT, security) when an
employee is hired
X
Ability to track new employee orientation attendance
X
Ability to report on employees who have not attended new hire orientation
X
Ability to generate a checklist of required training and certifications for new hires based
on position/classification
X
Ability to house employee handbook online
X
Ability to track assigned property such as: badges, keys, cell phones, weapons,
uniforms, state vehicles, computers, etc.
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
Ability for employee to sign up for parking waiting list
X
Ability to track all employment information including:
- Employment Application
- Employee Evaluations
to identify
and track the Reinstatement of person
-Ability
Resumes
and transcripts
- Continuing Education Credits
- Disciplinary Actions
Ability
to History
identify and track the Reemployment of person
- Salary
- Benefits Elections
Ability to support multiple employee statuses, for example: Probationary, Classified,
Unclassified, Full-Time, Part-Time, Exempt, Non-Exempt, Seasonal, Temporary
eRecruitment
X
X
278
Recruiting, Hiring & Integration
279
Recruiting, Hiring & Integration
280
Recruiting, Hiring & Integration
281
Recruiting, Hiring & Integration
282
Recruiting, Hiring & Integration
283
Recruiting, Hiring & Integration
284
Recruiting, Hiring & Integration
285
Recruiting, Hiring & Integration
286
Recruiting, Hiring & Integration
287
Recruiting, Hiring & Integration
288
Recruiting, Hiring & Integration
Ability to support compliance with the Military Selective Service Act by tracking
employees registered with the Selective Service System
X
289
Recruiting, Hiring & Integration
Ability to automatically calculate critical dates such as performance review dates,
probationary period end dates, merit increase dates, and leave of absence end dates
X
290
Recruiting, Hiring & Integration
Ability to default attributes such as Full-time, Exempt, etc. attached to a job to an
employee record
X
X
Ability to track employee qualifications
X
Ability to calculate seniority based on State rules
X
Ability to maintain pertinent employee information (including but not limited to the
following):
-Employee number (SSN)
Ability
to maintain
-Employee
name pertinent employee information (including but not limited to the
following):
-Date of birth
-Hire
Date
-Marital status
Ability
to maintain
-Transfer
Dates pertinent employee information (including but not limited to the
-Gender
following):
-Assigned
-Ethnicity position(s)
-Compensation
information
-Percentage
of time
devoted to each position
-County
of
residence
Ability
to income
maintain
pertinent
employee
information
but not limited to the
-Federal
tax
information
-Accounting
coding
distribution(s)
associated
with (including
each position
-Education
following):
-State
income
tax information
-Standard
workweek
-Veteran
status
-Career
service
recognition
information
-Earned
income
credit
information
-Position
start
date
-Citizenship
indicator
Ability
to denote
foreign
national
classification
-Continuous/total
service
information
-FICA
information
-Manager/Supervisor
indicator
-Visa
Type
-Benefits
information
-Medicare
information
-Handicap/Disability
-Leave eligibility
Ability toinformation
correct birthdates
-Leave
(hours earned, used, paid, current balance for authorized leave
types)
X
X
X
X
X
X
Ability to report on job and position attributes at the employee level
X
State of NC HR/Payroll Requirements
X
10 of 43
HR/Payroll Requirements
#
Functional Area
291
Recruiting, Hiring & Integration
292
Recruiting, Hiring & Integration
293
Recruiting, Hiring & Integration
294
Recruiting, Hiring & Integration
295
Recruiting, Hiring & Integration
296
Recruiting, Hiring & Integration
297
Recruiting, Hiring & Integration
298
Recruiting, Hiring & Integration
299
Recruiting, Hiring & Integration
300
Recruiting, Hiring & Integration
301
Recruiting, Hiring & Integration
302
Recruiting, Hiring & Integration
303
Recruiting, Hiring & Integration
304
Recruiting, Hiring & Integration
305
Recruiting, Hiring & Integration
306
Recruiting, Hiring & Integration
307
Recruiting, Hiring & Integration
308
Recruiting, Hiring & Integration
309
Recruiting, Hiring & Integration
310
Recruiting, Hiring & Integration
311
Recruiting, Hiring & Integration
312
Recruiting, Hiring & Integration
313
Recruiting, Hiring & Integration
314
Recruiting, Hiring & Integration
Functional Requirements
Ability to override default data for an employee in an hourly positions working against a
permanent position
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
Ability to process address changes
X
Ability support address changes through a web-based portal
X
Ability to support multiple employee addresses
X
Ability to support foreign addresses
X
Ability to track multiple work locations
X
Ability to support an employee history record which allows unlimited entries
X
Ability to record married and maiden names
X
Ability to process name changes and track history of change
X
Ability to record common name or nickname for an employee
X
Ability to record hyphenated last names
X
Ability to record emergency contact information by the employee through a portal
X
Ability to record Driver's License number/restrictions
X
Ability to maintain effective dates for I-9 verifications
X
Ability to handle transfers between departments
X
Ability to support the transfer of existing employees or rehires in different calendar
years without the need to re-key basic information
X
Ability for employee to view vacation days
X
Ability to track adjusted service dates
X
Ability to track rehire dates
X
Ability to have credited service updated as additional months are worked
X
Ability to differentiate sensitive information versus public information so that sensitive
information is not disclosed during a public records act disclosure
X
X
More details will be provided during implementation
as to the exact nature of the 'public record' and how it
is published
Ability to provide a standard public information record for each employee
X
Ability to identify essential versus non-essential staff
X
Ability to generate a list of essential staff that must report during inclement weather.
Employee and manager access to this status
X
Ability to track statuses of leave with and without pay
315
Recruiting, Hiring & Integration
316
Recruiting, Hiring & Integration
Ability to track position end date for temporary or grant-funded positions and create
notification as date approaches
X
317
Recruiting, Hiring & Integration
Ability to track maximum hours allowed to work and create notification as the employee
approaches the maximum
X
318
Recruiting, Hiring & Integration
319
Recruiting, Hiring & Integration
X
Ability to be notified when work visas are due to expire
X
Ability for employee to data enter and update their own direct deposit information
State of NC HR/Payroll Requirements
X
11 of 43
HR/Payroll Requirements
#
Functional Area
320
Recruiting, Hiring & Integration
321
Recruiting, Hiring & Integration
322
Recruiting, Hiring & Integration
323
Recruiting, Hiring & Integration
324
Recruiting, Hiring & Integration
325
Recruiting, Hiring & Integration
326
Recruiting, Hiring & Integration
327
Recruiting, Hiring & Integration
328
Recruiting, Hiring & Integration
329
Recruiting, Hiring & Integration
330
Recruiting, Hiring & Integration
331
Recruiting, Hiring & Integration
332
Recruiting, Hiring & Integration
333
Recruiting, Hiring & Integration
334
Recruiting, Hiring & Integration
335
Recruiting, Hiring & Integration
336
Recruiting, Hiring & Integration
337
Recruiting, Hiring & Integration
338
Recruiting, Hiring & Integration
339
Recruiting, Hiring & Integration
340
Recruiting, Hiring & Integration
341
Recruiting, Hiring & Integration
342
Recruiting, Hiring & Integration
343
Recruiting, Hiring & Integration
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
Ability to track security profile information
X
Ability to track assigned parking space
X
X
Available through employing Customer Infotype
Ability to track aggregate service credit
X
Ability to track retirement service credit
X
Ability to calculate and recalculate longevity and state service based on new hire, return
from leave without pay, termination, rehire, etc.
X
X
X
X
Available through the extension of the SAP
relationship concept
X
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 mentor relationship between employees
Ability to report on years of service
X
Ability to report on service awards
X
Ability to report on reasons why qualified candidates were accepted or rejected
eRecruitment
Ability to calculate adverse impact on candidates and employees throughout the
recruitment and selection process
eRecruitment
Ability to report on EEO data
eRecruitment
Ability to combine and report on applicant tracking EEO data from multiple systems if
multiple systems are in place
eRecruitment
Available through SAP Business Warehouse
Ability to track complaints against a position and pull EEO statistics for that position
eRecruitment
X
Ability to report on Recruitment cycle timeframes
eRecruitment
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 hire
Ability to report on the cost of recruitment - external costs (e.g., advertising, travel costs)
eRecruitment
X
Available through SAP Business Warehouse
eRecruitment
X
Available through SAP Business Warehouse
eRecruitment
Ability to support identification of jobs that are difficult to recruit for the State based on
time to fill
Available through SAP Business Warehouse
X
Ability to report on time between approvals
eRecruitment
Ability to track the cost of recruiting by department or other user-defined criteria
eRecruitment
Ability to produce requisition forms
eRecruitment
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 support an interface to submit requests for background checks
X
Available through SAP Business Warehouse
eRecruitment
Available using SAP Netweaver
Ability to interface with an external payroll system
X
Ability to interface with the State's document imaging system
344
Recruiting, Hiring & Integration
345
Recruiting, Hiring & Integration
346
Recruiting, Hiring & Integration
Ability to interface with software that randomly selects employees for random drug
testing
X
347
Training & Development
Ability to feed cost information to payroll for education reimbursement, with indication if
it is taxable
X
348
Training & Development
Ability to provide for on-line administration of Academic Assistance program including
application, approvals, tracking approved courses, and reimbursements. (ESS/MSS
enabled)
X
Available using SAP Netweaver
Ability to maintain imaged documents
eRecruitment
State of NC HR/Payroll Requirements
Available using SAP Netweaver
Infopak
12 of 43
X
HR/Payroll Requirements
#
Functional Area
349
Training & Development
350
Training & Development
351
Training & Development
352
Training & Development
353
Training & Development
354
Training & Development
355
Training & Development
356
Training & Development
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Adobe Forms
X
Ability to track and report amount paid out in tuition reimbursement, and how much
each employee has been paid out this year
Ability to validate course enrollment against previous courses taken
elearning
Ability to have a class/course in planning state vs. active state
X
Ability to add, modify, delete and track course generations
X
Ability to establish course templates with generic information
X
Ability to establish maximum/minimum numbers of students to attend a course
X
Ability to establish and edit for prerequisites for attending a course
X
Training & Development
358
Training & Development
Ability to maintain a course catalog with full course description and dates offered
(ESS/MSS enabled)
359
Training & Development
Ability to display a synopsis of course offerings indexed online with keyword search
capability (ESS/MSS enabled)
elearning
360
Training & Development
Ability to support interfaces / hyper links to external training institutions for course and
class information. (ESS/MSS enabled)
elearning
361
Training & Development
Ability to establish mandatory training that all State employees are required to attend
(e.g., ethics, sexual harassment, cultural diversity, job safety etc.)
363
Training & Development
364
Training & Development
365
Training & Development
366
Training & Development
367
Training & Development
368
Training & Development
369
Training & Development
Comments
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.
Payroll/ Financials
357
Training & Development
Not supported
Ability to report on outstanding academic forms per person for reimbursement
Ability to establish eligibility requirements for course attendance (e.g., job class, salary
group, program area)
362
Requires
customization to
meet
requirement
eLearning
X
X
X
Ability to store and maintain training budgets
Financials For Budgets
Ability to support monitoring of demand for courses
X
Ability to support the maintenance of instructor or speaker information including contact
information, availability, cost, qualifications, etc.
X
Ability to support cost defaults for events
X
Ability to add class notes
X
Ability to maintain a waiting list at the class level
X
Ability to close-out classes
X
Ability to cancel classes
X
Ability to track a centralized list of facilities, including facility details - e.g., lighting,
accessibility, space
370
Training & Development
371
Training & Development
372
Training & Development
Ability to link to a knowledge management system where presenters could pull up
training materials
elearning
373
Training & Development
Ability to distinguish courses the employee selects versus courses the manager
recommends
elearning
X
374
Training & Development
Ability to track "training preferences" for each employee - location, disabilities, inability
to do online training, etc.
elearning
X
375
Training & Development
Ability to maintain a fluid training plan, i.e. updated with new requirements, courses
completed
376
Training & Development
377
Training & Development
X
Ability to have new training facilities go through approvals via workflow
X
X
X
Ability for a manager to approve individual training plans (ESS/MSS enabled)
X
X
Ability to bill agencies for their attendance in a training session
State of NC HR/Payroll Requirements
X
13 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
Ability to support course / event enrollment through ESS
378
Training & Development
379
Training & Development
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
elearning
380
Training & Development
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)
elearning
381
Training & Development
382
Training & Development
elearning
Ability to send reminders to employees who have registered for an upcoming class
elearning
Ability for supervisors to authorize training requests (ESS/MSS enabled)
X
Ability to support course listings that can be manipulated with filters (e.g., by type,
location) (ESS/MSS enabled)
383
Training & Development
384
Training & Development
385
Training & Development
Ability to enroll other state agency employees to an agency specific class (e.g., for
shared training with other agencies)
386
Training & Development
Ability to add notes to an employee’s training record (e.g., special accommodations
required)
387
Training & Development
388
Training & Development
389
Training & Development
Ability to link to class materials published online for class participants to view (ESS/MSS
enabled)
elearning
390
Training & Development
Ability for assessments and pre-work that can be assigned prior to arrival at training via
link to website (ESS/MSS enabled)
elearning
391
Training & Development
Ability to restrict access to courses to people who are eligible for those courses, but
training managers have access to all information
elearning
392
Training & Development
Ability to verify that the employee has met course prerequisites upon enrolling
(ESS/MSS enabled)
elearning
393
Training & Development
Ability to verify whether employee has met course requirements when enrolling
(ESS/MSS enabled)
elearning
elearning
Ability to support participant registration for concurrent breakout sessions
elearning
X
X
Ability to generate mass notifications in case of class changes
X
Ability to report on employee location
X
X
Course pre-requisite checks prevent users from
enrolling; additional configuration can restrict access
further.
Ability for multiple levels of approval for a training request (ESS/MSS enabled)
394
Training & Development
395
Training & Development
396
Training & Development
397
Training & Development
398
Training & Development
Ability to generate class roster with contact information, and share that information with
appropriate groups (i.e. security, facilities, etc.)
399
Training & Development
Ability to require supervisor approval for attendee to cancel training attendance
(ESS/MSS enabled)
elearning
400
Training & Development
Ability to provide workflow enabled approvals for enrollment in external courses that
includes attachments of external materials (ESS/MSS enabled)
elearning
401
Training & Development
Ability to track additional status for external courses - enrollment, confirmation of
attendance
elearning
402
Training & Development
Ability to provide a reminder notification if the date of an external class has passed, but
status has not been changed to Completed
elearning
403
Training & Development
404
Training & Development
405
Training & Development
406
Training & Development
X
Ability to have a drop-down list of reasons to reject training request
X
Ability to generate training confirmations for managers to distribute to employees
without access to email
X
Ability to notify employees and supervisors of cancellation
X
X
Available through SAP Workflow
X
Ability to pre-approve for courses, if necessary (skip workflow step)
X
Ability to print mailing labels to send materials
X
Ability to track substitutions on the day of the training
X
Ability to track training enrollees by a system generated ID number
State of NC HR/Payroll Requirements
X
14 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Training & Development
408
Training & Development
Ability to track costs of training and effectiveness versus recruiting costs to make
decisions about training and recruitment
elearning
409
Training & Development
Ability to capture anonymous class evaluation feedback through web-enabled
evaluation surveys or other means (ESS/MSS enabled)
elearning
410
Training & Development
Ability to track training costs at class level (budgeted vs. actual amount spent; roll-up to
course cost data)
411
Training & Development
Training & Development
413
Training & Development
414
Training & Development
X
Ability to track and report on cancellations and no shows
X
Ability for a follow-up mechanism to track applicability and usefulness of class at
intervals
elearning
Ability for electronic sign-in for courses
elearning
417
Training & Development
Ability to maintain a bank of standard surveys (for instructors and classes) for different
types of training
X
418
Training & Development
Ability to produce ad-hoc reports with real time access to view data - class attendance,
performance, costs, travel
X
419
Training & Development
422
Training & Development
X
Ability to track training of non-government employees
Training & Development
Training & Development
Available through SAP Business Warehouse
Financials For Budgets
416
421
Comments
Ability to maintain historical information on all classes
Training & Development
Training & Development
Not supported
Financials For Budgets
415
420
Requires
customization to
meet
requirement
Ability to compare actual training costs to budgeted costs
407
412
Configurable
Requirement
X
Ability to have standardized questions and scales for course evaluations
X
Ability to track funding spent on training per employee
X
Ability to support a pre and post evaluation form / questionnaire to assist in evaluating
change in behavior
elearning
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 maintain and generate employee training history
Available through SAP Business Warehouse
elearning
X
Ability for a manage to view an employee's training history through a manager's portal
423
Training & Development
424
Training & Development
425
Training & Development
Ability to create ad hoc reports with the capability to pull information from performance
management, complaint management, and course participation
elearning
426
Training & Development
Ability to provide ad hoc projection and trend analysis for training and employee
development
elearning
427
Training & Development
Ability to support verification of eligibility for Continuing Education Units (CEUs) for
Professional Development Programs
elearning
X
428
Training & Development
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
X
429
Training & Development
430
Training & Development
431
Training & Development
432
Training & Development
433
Training & Development
434
Training & Development
435
Training & Development
X
Ability to support the integration of training and performance management information
X
Ability to track completion of specific examinations, scores, and dates of completion
elearning
Ability to tie course completion to employee succession planning
elearning /
eRecruitment
Ability to document class attendees who attended part of the training, or were removed
because they were disruptive
X
Ability to print certificates to show participation or successful completion of a course
X
Ability to adjust credit for course if someone only attends part of a training course
elearning
X
Courses are considered completed or not completed;
credits awarded can be configured.
X
Available through Workflow; however 'achieving
Certification' will require further discussion during
implementation.
Ability to link to payroll to make adjustments to salary based on courses completed
Payroll
Ability to provide a notification to managers that employees have achieved certification
State of NC HR/Payroll Requirements
elearning
15 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
436
Training & Development
Ability to track employees who are not taking training during a period, or not completed
a training plan
437
Training & Development
Ability for managers to view their list of employees and see various certifications and
training (ESS/MSS enabled)
438
Training & Development
439
Training & Development
440
Training & Development
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
elearning
X
Ability for employees to view their own certifications and training (ESS/MSS enabled)
elearning
Ability for managers to create custom reports including training budgets, employees, etc
elearning
Available through SAP Business Warehouse
Ability to add historical information to training record
X
X
Ability to interface from a possible agency system in order to maintain training history
441
Training & Development
442
Training & Development
443
Manage Compensation &
Classification
Ability to tie budget information to planned salaries for forecasting
444
Manage Compensation &
Classification
Ability to generate future years’ budget percentages and analysis and/or projection for
specific employees or salary groups
X
445
Manage Compensation &
Classification
Ability to generate position budgeting with “what if” capabilities for at minimum a)
salaries; b) salary adjustments
X
446
Manage Compensation &
Classification
Ability to model various compensation scenarios for management review
447
Manage Compensation &
Classification
Ability to project where people will be at next salary step at a period of time
448
Manage Compensation &
Classification
Ability to estimate the cost of a range revision for state/agency/division/section/unit
449
Manage Compensation &
Classification
Ability to estimate the cost of changes to a pay plan
450
Manage Compensation &
Classification
Ability to cost competency adjustments by class, division and agency
451
Manage Compensation &
Classification
Ability to pay standard increases with a promotion for certain classifications
452
Manage Compensation &
Classification
Ability to process a transfer with no salary change
453
Manage Compensation &
Classification
Ability to route approvals for rate changes via workflow
454
Manage Compensation &
Classification
Ability to automatically update payroll with new salary amounts after approval cycle is
complete
455
Manage Compensation &
Classification
Ability to future date employee salary changes
456
Manage Compensation &
Classification
Ability to process salary changes retroactively
457
Manage Compensation &
Classification
Ability to track unlimited salary history on an employee record
458
Manage Compensation &
Classification
Ability to track user-defined change reasons for changes
459
Manage Compensation &
Classification
Ability to move people between different positions types (temporary, permanent,
exempt, non-exempt)
460
Manage Compensation &
Classification
Ability to maintain and track transfers
461
Manage Compensation &
Classification
Ability to transfer employees without needing to terminate and re-enter employee data
462
Manage Compensation &
Classification
Ability to track the rationale of an exception to a pay policy
463
Manage Compensation &
Classification
Ability to process promotions and pay changes mid pay
464
Manage Compensation &
Classification
Ability to track next pay increase date for longevity increases
elearning
Ability to support e-Learning training and tracking
elearning
X
X
X
X
X
X
X
X
X
X
X
Payroll
X
X
X
X
X
X
Payroll
State of NC HR/Payroll Requirements
X
16 of 43
X
HR/Payroll Requirements
#
Functional Area
Functional Requirements
465
Manage Compensation &
Classification
Ability to provide a longevity calculator to determine salary
466
Manage Compensation &
Classification
Ability to track multiple date types for salary calculations
467
Manage Compensation &
Classification
Ability to exclude employees from the annual increase process based on class,
performance, maximum salary
468
Manage Compensation &
Classification
Ability to apply an additional increase amount along with an annual increase amount
469
Manage Compensation &
Classification
Ability to apply increases to groups of employees differently based on annual increase
rules
470
Manage Compensation &
Classification
Ability to apply an increase based on either a flat amount or a percentage of base salary
471
Manage Compensation &
Classification
Ability to apply multiple increases effective the same day
472
Manage Compensation &
Classification
Ability to record outstanding salary obligation due to an employee when a partial
increase is given due to lack of funds
473
Manage Compensation &
Classification
Ability to provide calculators to measure experience and education for salary
calculations
474
Manage Compensation &
Classification
Ability to access previous salary calculation sheets to be able to update them without
having to reenter all the data
475
Manage Compensation &
Classification
Ability to approve personnel action forms via workflow
476
Manage Compensation &
Classification
Ability to process a pay increase based on the achievement of a new competency
477
Manage Compensation &
Classification
Ability to handle banded and non-banded classifications
478
Manage Compensation &
Classification
Ability to access existing position descriptions online
479
Manage Compensation &
Classification
Ability to link to a classification specification associated with each position for on-line
viewing
480
Manage Compensation &
Classification
Ability to record job families, branches and paths
481
Manage Compensation &
Classification
Ability to track working titles for job postings, market data comparisons, and
organizational charts
482
Manage Compensation &
Classification
Ability to track required certifications based on job class
483
Manage Compensation &
Classification
Ability to process workflow approvals for positions via different levels of approval based
on classification, agency, and division
484
Manage Compensation &
Classification
Ability to track employee skills and job responsibilities
485
Manage Compensation &
Classification
Ability to track exit interview data, applicant tracking data by job, and track total cost of
employment
486
Manage Compensation &
Classification
Ability to generate service and performance awards
487
Manage Compensation &
Classification
Ability to track monetary and non-monetary awards by demographic information
488
Manage Compensation &
Classification
Ability to track multiple types of rewards
489
Manage Compensation &
Classification
Ability to reward pay increases based on performance review
490
Manage Compensation &
Classification
Ability to track an average market rate for career banded positions
491
Manage Compensation &
Classification
Ability to track contributing, journey and advanced market rates by job
492
Manage Compensation &
Classification
Ability to track market reference rate by agency
493
Manage Compensation &
Classification
Ability to calculate and report on the distance an employee is from the average market
rate based on competency level
Included in base SAP
Business Suite License
X
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
X
X
X
X
X
X
X
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
State of NC HR/Payroll Requirements
X
17 of 43
The State will use Excel spreadsheets for these
calculations
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
494
Manage Compensation &
Classification
Ability to calculate and report on the distance a group of employees is from the average
market rate based on competency level
495
Manage Compensation &
Classification
Ability to track different competencies within same classification across agencies
496
Manage Compensation &
Classification
Ability to maintain current and past salary ranges, grades, and steps by effective dates
497
Manage Compensation &
Classification
Ability to maintain salary increase rules (e.g. no increase greater than x% is allowed)
498
Manage Compensation &
Classification
499
Manage Compensation &
Classification
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
Ability and
to maintain
level)
special multiple
rates pay plans
500
Manage Compensation &
Classification
Ability to track special pay rates for certain job classes
501
Manage Compensation &
Classification
Ability to track exceptions to standard pay scales
502
Manage Compensation &
Classification
Ability to track market pricing survey data
503
Manage Compensation &
Classification
Ability to track geographic differentials
504
Manage Compensation &
Classification
Ability to track competency level for an employee in a career banded position
505
Manage Compensation &
Classification
Ability to compare rewards data with performance reviews, retention, etc.
506
Manage Compensation &
Classification
Ability to produce a total rewards statement for employees
507
Manage Compensation &
Classification
Ability to provide an on-line view of employees' total compensation package
508
Manage Compensation &
Classification
Ability to produce date-driven fiscal year budget information based on salary, etc.
509
Manage Compensation &
Classification
Ability to perform statistical analyses of salary information (i.e. regression, standard
deviation, median, etc.) and create graphs
510
Manage Compensation &
Classification
Ability to calculate variances between budgeted FTE’s and personnel costs versus
actual FTE’s and personnel costs on a fiscal year basis
511
Manage Compensation &
Classification
Ability to integrate market data from multiple sources for modeling/comparison
purposes with current data
X
512
Manage Compensation &
Classification
Ability to link employee compensation data to market pricing analysis for comparative
purposes
X
513
Manage Compensation &
Classification
Ability to report on benchmarked classes and do market studies
514
Manage Compensation &
Classification
Ability to identify all employees that report to a particular supervisor for compensation
reporting
X
515
Manage Compensation &
Classification
Ability to provide online functionality and access to compensation data for forecasting
analysis
X
516
Manage Compensation &
Classification
Ability to track compensation data (current and historical) for reporting and data analysis
517
Manage Compensation &
Classification
Ability to report on transfers, promotions, demotions, range revisions, separations, new
hires, and pay adjustments that have occurred within a user-defined period
518
Manage Compensation &
Classification
Ability to track length of time in job
519
Manage Compensation &
Classification
Ability to track, by agency, who implemented a range revision
520
Manage Compensation &
Classification
Ability to compare changes in classification ranges vs. what was paid to an employee
521
Manage Compensation &
Classification
Ability to view a history of classification changes
522
Manage Compensation &
Classification
Ability to produce equity charts based on years of experience, skills, performance,
education, length of service and state defined demographic groups
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Budget
X
Available through SAP Business Warehouse
X
The State intends to implement a subset of SAP
financials needed in order to run payroll.
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
Available through SAP Business Warehouse
X
X
X
X
X
X
X
State of NC HR/Payroll Requirements
X
18 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
523
Manage Compensation &
Classification
Ability to track turnover and vacancy costs
524
Manage Compensation &
Classification
Ability to send spreadsheets of compensation changes to managers
525
Manage Compensation &
Classification
Ability to generate letters of notification of pay changes
526
Manage Compensation &
Classification
Ability to update salary plan summaries with data used in the system
527
Manage Compensation &
Classification
Ability to report on compensation changes
528
Manage Compensation &
Classification
529
Manage Compensation &
Classification
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 managers access to planning data
530
Manage Compensation &
Classification
Ability to provide executive management with budget reporting capability by agency,
funding source, position, etc.
X
531
Manage Compensation &
Classification
Ability to create total compensation statements including salary, benefits, and leave
amounts
X
532
Maintain Benefits & Enrollment
533
Maintain Benefits & Enrollment
534
Maintain Benefits & Enrollment
535
Maintain Benefits & Enrollment
536
Maintain Benefits & Enrollment
537
Maintain Benefits & Enrollment
538
Maintain Benefits & Enrollment
539
Maintain Benefits & Enrollment
540
Maintain Benefits & Enrollment
541
Maintain Benefits & Enrollment
542
Maintain Benefits & Enrollment
543
Maintain Benefits & Enrollment
544
Maintain Benefits & Enrollment
545
Maintain Benefits & Enrollment
546
Maintain Benefits & Enrollment
547
Maintain Benefits & Enrollment
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
X
X
X
X
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
Available through SAP Business Warehouse and
SEM/BPS (Strategic Enterprise Management / Budget
Planning System)
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
X
Ability to create a flexible hierarchy for benefit plan setup
X
Ability to administer multiple plans with multiple levels of coverage
X
Ability to support unlimited number of plans/programs
X
Ability to add self insured benefit plans
X
Ability to designate COBRA and retiree benefit plans
X
Ability to create custom benefit calculations for coverage amounts
X
Ability to define flexible spending plans
X
Ability to define 401(k)/457/529 plans
X
Ability to support unique enrollment dates for each benefit plan
X
Ability to define benefit eligibility rules for specific plans
X
Ability for employees to view their benefits via an employee portal
X
Ability to drive benefit elections based on job classes
X
Ability to access benefit policies online
X
Ability to link to a Health Risk Assessment vendor via an employee portal
X
Ability to automatically enroll employees in certain types of positions into certain benefit
plans
X
Ability to provide access to benefit plan options based on employee status
X
Ability to manually handle unique grandfathering rules
548
Maintain Benefits & Enrollment
549
Maintain Benefits & Enrollment
550
Maintain Benefits & Enrollment
Ability to allow participants to establish and modify benefits enrollment information
through the use of an employee portal
X
551
Maintain Benefits & Enrollment
Ability to capture Medicare and Coordination of Benefits information for health plan
enrollment
X
X
Ability to calculate contributory service with information from retirement systems
X
State of NC HR/Payroll Requirements
19 of 43
HR/Payroll Requirements
#
Functional Area
552
Maintain Benefits & Enrollment
553
Maintain Benefits & Enrollment
Functional Requirements
Included in base SAP
Business Suite License
X
X
555
Maintain Benefits & Enrollment
Ability to create a mandatory sequence of fields and/or flags to warn of incomplete or
inconsistent information
X
556
Maintain Benefits & Enrollment
Ability to default to certain benefits settings so that exception information only is being
manually keyed by Benefits personnel
X
Maintain Benefits & Enrollment
558
Maintain Benefits & Enrollment
559
Maintain Benefits & Enrollment
X
Ability to activate coverage for participant, spouse, and non-spouse dependents
Ability to maintain information on multiple dependents: relationship, name, gender, date
of birth
X
562
Maintain Benefits & Enrollment
Ability to track beneficiaries and allow employee self-service for named beneficiary
changes
X
563
Maintain Benefits & Enrollment
564
Maintain Benefits & Enrollment
567
Maintain Benefits & Enrollment
568
Maintain Benefits & Enrollment
569
Maintain Benefits & Enrollment
570
Maintain Benefits & Enrollment
571
Maintain Benefits & Enrollment
572
Maintain Benefits & Enrollment
573
Maintain Benefits & Enrollment
574
Maintain Benefits & Enrollment
575
Maintain Benefits & Enrollment
576
Maintain Benefits & Enrollment
577
Maintain Benefits & Enrollment
578
Maintain Benefits & Enrollment
579
Maintain Benefits & Enrollment
580
Maintain Benefits & Enrollment
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
Maintain Benefits & Enrollment
Maintain Benefits & Enrollment
X
Ability to establish and maintain participant information
561
566
Comments
X
Ability to generate an employee report confirming completion of the enrollment process
and summarizing benefits elected and optional benefits declined
Maintain Benefits & Enrollment
Maintain Benefits & Enrollment
Not supported
Ability to provide tracking and viewing open enrollment status on-line
560
565
Requires
customization to
meet
requirement
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
Ability to restrict certain retroactive transactions
Maintain Benefits & Enrollment
557
Configurable
Requirement
Ability to store forms that employees can update online and print if necessary
Ability to provide participants information regarding enrollment options (e.g. cost of two
party vs. family coverage)
554
Included in additional
SAP License
X
Ability to track evidence of insurability (EOI)
X
Ability to terminate coverage for participant, spouse, and non-spouse dependents
X
Ability to transfer participants between plans
X
Ability to terminate participation based on life status change (I.e. no longer a student)
X
Ability to provide for family status changes (qualifying events) in employee database,
which immediately reflects resulting changes in benefits coverage or elections
X
Ability to allow for % or flat amount contribution changes for 401(k) plans
X
Ability for employee to update 401(k) plan contribution changes via an employee portal
X
Ability to link to provide a link to the 401(k) plan administrator via an employee portal
X
Ability to allow the option to take deductions pre or post tax
X
Ability to track fields for eligibility: new hire date, date of enrollment, agency, job, salary
X
Ability to indicate law enforcement certification for purposes of accruing retirement
benefits
X
Ability to offer paper copies of benefits options for non-internet using employees
X
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
Ability to provide
insurability,
etc.) links to benefit providers websites for additional information
X
X
X
Ability to generate a benefit end date upon termination, based upon employee benefit
plan
X
Ability to track leave types that affect your benefits
X
Ability to create notifications that an employee has died
X
Ability to handle benefits plans differently for the same type of qualifying event
State of NC HR/Payroll Requirements
X
X
20 of 43
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
581
Maintain Benefits & Enrollment
582
Maintain Benefits & Enrollment
583
Maintain Benefits & Enrollment
584
Maintain Benefits & Enrollment
585
Maintain Benefits & Enrollment
586
Maintain Benefits & Enrollment
587
Maintain Benefits & Enrollment
588
Maintain Benefits & Enrollment
589
Maintain Benefits & Enrollment
590
Maintain Benefits & Enrollment
591
Maintain Benefits & Enrollment
592
Maintain Benefits & Enrollment
593
Maintain Benefits & Enrollment
594
Maintain Benefits & Enrollment
595
Maintain Benefits & Enrollment
596
Maintain Benefits & Enrollment
597
Maintain Benefits & Enrollment
598
Maintain Benefits & Enrollment
599
Maintain Benefits & Enrollment
600
Maintain Benefits & Enrollment
601
Maintain Benefits & Enrollment
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
Ability to prompt users to update dependents when there is a life change event
X
Ability to transfer between agencies and not affect Retirement, NC Flex, etc.
X
Ability to support web-based employee self-service functionality for changes in marital
status, dependents and benefits enrollment
X
Ability to view benefits summary online
X
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 automatically calculate insurance premiums and pass to payroll for deductions
X
Payroll
Ability to calculate insurance premiums based on age or income brackets and pass to
payroll for deductions
Payroll
Ability to permit premiums to be updated collectively by changes to a table
X
Ability to track agency and employee costs for all benefits for reporting and analysis
purposes
Payroll
Ability to track employer portion of benefit liability
X
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 covered
Ability
eligibility information to benefit providers electronically - must be
- Leveltooftransmit
benefit coverage
HIPAA compliant
X
X
X
Ability to interface with benefits carriers and submit change-only data
X
Ability to track different benefit plans by agency including health, dental, life insurance,
etc.
X
X
Ability to link to a retirement "calculator"
X
Ability to produce annual employee benefit statements
X
Ability to repay outstanding loans against 401(k) balances by employee
X
X
Ability to track history of all past benefits and waiting periods
X
Ability track the percentage of use of available plans across agencies
X
X
Available through SAP Business Warehouse
X
X
The
Statethrough
acknowledges
that more
details will be
Available
SAP Business
Warehouse
needed during implementation to complete
configurations. Business process and rules will also
be defined.
Ability to report on the utilization of benefit plans by state defined demographic groups
Ability to deduct medical claim overpayments from an employee's pay
602
Maintain Benefits & Enrollment
603
Administer Benefits
604
Administer Benefits
Ability to create disability forms for administrators with pre-populated employee
information
605
Administer Benefits
Ability to calculate monthly and daily disability payment amounts based on salary and
longevity
606
Administer Benefits
607
Administer Benefits
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
608
Administer Benefits
Ability to transfer repayment of disability funds from payroll back to the agency via
electronic transfer or general ledger transfer
609
Administer Benefits
Ability to monitor
- Lifetime maximum on the amount of disability time
- Per disability maximum
X
X
Ability to access retirement system information such as years of service
X
State of NC HR/Payroll Requirements
Adobe
X
X
X
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
The
State acknowledges that more details will be
be defined.
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
X
X
X
21 of 43
The
Statethrough
acknowledges
that more details will be
Available
SAP Netweaver
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
610
Administer Benefits
611
Administer Benefits
612
Administer Benefits
613
Administer Benefits
614
Administer Benefits
Functional Requirements
Ability to track, per disability:
- Amount of leave time requested
- Description of injury
to box
support
the employee's
request to supplement disability payments with leave
-Ability
Check
for work
related injury
- Employee status
Ability to generate reports with information related to individuals on disability to facilitate
information sharing with the State's Retirement Systems
617
Manage Payroll
Manage Payroll
621
Manage Payroll
622
Manage Payroll
623
Manage Payroll
624
Manage Payroll
625
Manage Payroll
626
Manage Payroll
627
Manage Payroll
628
Manage Payroll
629
Manage Payroll
630
Manage Payroll
631
Manage Payroll
632
Manage Payroll
633
Manage Payroll
Comments
X
Adobe / MS Word
X
Administer Benefits
620
Not supported
Ability to access disability continuation forms via the employee portal
616
Manage Payroll
Requires
customization to
meet
requirement
X
Administer Benefits
619
Configurable
Requirement
X
Ability to generate a customized letter explaining the employee's specific benefit
obligations while they are out on disability
615
Manage Payroll
Included in additional
SAP License
Ability to capture the type of disability claim, such as original, reinstatement, or extension
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
618
Included in base SAP
Business Suite License
X
X
X
Ability for distributed entry and edit of payroll and personnel data
Payroll
Ability to pay temporary employees via the payroll system
Payroll
Ability to pay student workers via the payroll system
Payroll
Ability to integrate active employee status changes with the state retirement system
Payroll
Ability to handle transfers between agencies without the need to terminate and rehire
them
Payroll
Ability to process multiple pay cycles
Payroll
Ability to pay bonus amounts based on information provided by HR
Payroll
Ability to charge bonuses back to the agency where the bonus was incurred
Payroll
Ability to import bonus amounts for payment
Payroll
X
Ability to group employees to give bonuses by position, job code, longevity
Payroll
Ability to calculate longevity bonus based on number of years of service
Payroll
Ability to generate bonus pay as a percentage of salary or as a flat rate
Payroll
Ability to collect W4 information
Payroll
Ability to collect state tax information
Payroll
Ability to process employee information based on information entered by Human
Resources
X
Ability to identify and track employees working out of state
X
Ability to identify National Guard members
X
Ability to integrate data from the National Guard system to create employee records
634
Manage Payroll
635
Manage Payroll
Ability to be able to identify when an employee is working for multiple agencies (dual
employment)
X
636
Manage Payroll
Ability to automatically add, delete, and change National Guard member records based
on information received from the National Guard system
X
637
Manage Payroll
638
Manage Payroll
X
Ability to identify law enforcement personnel for Retirement
X
Ability to track contract number, effective date and end date for contractors under a
Personal Services Contract
State of NC HR/Payroll Requirements
X
22 of 43
X
Available through SAP Netweaver
X
Available through SAP Netweaver
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
639
Manage Payroll
Ability to categorize RIF employees as inactive so benefits can still be paid through the
system
X
640
Manage Payroll
Ability to mass update the retirement code indicator based on changes in employee
status
X
641
Manage Payroll
642
Manage Payroll
643
Manage Payroll
644
Manage Payroll
645
Manage Payroll
646
Manage Payroll
647
Manage Payroll
648
Manage Payroll
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
Ability to update budget codes
X
Ability to future date deductions
X
Ability to enter and update benefit deduction information
X
Ability to interface benefit deduction information with NCFlex
X
X
Ability to track benefits by group number
X
Ability to deduct money for savings bonds
Payroll
Ability to allow direct deposit into multiple accounts per employee, including both
checking and savings accounts and splits between banks
Payroll
Ability to split direct deposit payments by percentages or pay types to multiple accounts
Payroll
649
Manage Payroll
Ability to support web-based employee self-service functionality for changes to direct
deposit information
650
Manage Payroll
Ability to support web-based employee self-service functionality for changes to tax
withholdings
651
Manage Payroll
Ability to notify employee when an incorrect benefit election was selected (such as 2
dental policies)
652
Manage Payroll
Ability to support web-based employee self-service functionality for savings bond
requests
653
Manage Payroll
654
Manage Payroll
Ability to route tax withholding changes to payroll for approval if change meets specific
requirements (claiming exempt or 11 dependents)
655
Manage Payroll
Ability to set dollar limits for garnishments to automatically cancel the withholding if the
indebtedness if met
Payroll
656
Manage Payroll
Ability to handle multiple types of garnishments such as child support, tax payments,
state collection of employee overpayments, and IRS collections
Payroll
657
Manage Payroll
658
Manage Payroll
659
Manage Payroll
Payroll
Payroll
X
Percentages are in standard package; pay types will
require further discussion during implementation.
X
Payroll
X
Ability to support web-based employee self-service functionality for address changes
X
X
X
Available through SAP Workflow
Ability to process multiple garnishments for one employee
Payroll
Ability to create a garnishment deduction with a percentage or a fixed dollar amount
Payroll
Ability to track garnishment information in payroll system (vendor, garnishment number)
Payroll
Ability to report on employees who will not make the minimum amount to be garnished
660
Manage Payroll
661
Manage Payroll
662
Manage Payroll
663
Manage Payroll
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
Ability to allow for multiple pay rates to be in effect for an employee during a given
system
period even on the same day
664
Manage Payroll
Ability to mass update employee pay rates based on increases in minimum wage or
other adjustments
665
Manage Payroll
666
Manage Payroll
667
Manage Payroll
Payroll
Ability to process loans to employees through the State Employee Credit Union
Payroll
X
Payroll
Payroll
Payroll
X
Ability to support adjustments to regular pay
Payroll
Ability to determine wages subject to retirement by wage or pay types
Payroll
Ability to calculate foreign national treaty benefit limits
State of NC HR/Payroll Requirements
Payroll
23 of 43
X
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
HR/Payroll Requirements
#
Functional Area
668
Manage Payroll
669
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Payroll
Ability to generate short term disability pay
Manage Payroll
Ability to make disability payments to employees who have returned but are still owed
disability
Payroll
672
Manage Payroll
Ability to pay actual time worked and disability payments in the same pay cycle for
employees who are returning to work part-time
Payroll
673
Manage Payroll
Ability to pay a law enforcement allowance to retired employees until age 62 or until
they gain state employment
Payroll
674
Manage Payroll
Ability to calculate and pay COLA's and PSA's based on work state if employee works
outside of North Carolina
Payroll
675
Manage Payroll
Ability to process specific expenses (clothing, travel, moving, telephone) for W-2
reporting purposes
Payroll
676
Manage Payroll
Ability to receive a pay file from the National Guard to process exact payments with
specific tax withholding amounts
Payroll
677
Manage Payroll
Ability to split agency liability for benefits for employee that transfers mid-month, based
on effective date of transfer
Payroll
678
Manage Payroll
Ability to create audit reports that indicate what changes were made, including user and
date of change
Payroll
679
Manage Payroll
680
Manage Payroll
Manage Payroll
683
Manage Payroll
Comments
Payroll
671
682
Not supported
Ability to process severance payments
Manage Payroll
Manage Payroll
Requires
customization to
meet
requirement
Ability to identify and pay state employees working in another state (i.e. tax collectors)
670
681
Configurable
Requirement
Payroll
X
X
Available through SAP Netweaver
Ability to notify payroll when a position becomes vacant or is about to become vacant
X
Available through SAP Workflow
X
The
Statethrough
acknowledges
that more details will be
Available
SAP Workflow
needed during implementation to complete
configurations. Business process and rules will also
The
State acknowledges that more details will be
be defined.
needed during implementation to complete
configurations. Business process and rules will also
be defined.
Ability to notify payroll when a position is filled
Ability to report on employees authorized for dual employment
Ability to notify parent agency and secondary agency of employees who are eligible for
dual employment
X
X
X
X
X
X
Ability to create an indicator for professors who have not turned in grades
Ability to report on employees who have exceeded a set or contracted number of hours
684
Manage Payroll
685
Manage Payroll
686
Manage Payroll
687
Manage Payroll
688
Manage Payroll
Ability to report on employees being paid by another funding source outside their
assigned agency
689
Manage Payroll
Ability to report on employees transferring in and out of an agency during a userdefined period
X
690
Manage Payroll
Ability to report on changes in FLSA status (Exempt vs. Non-Exempt) during the pay
period
X
691
Manage Payroll
X
Ability to report on excessive or overdrawn leave
X
Ability to generate list of employees who will be not be paid (zero dollar check) and the
reason for non-payment
Payroll
Ability to generate list of terminations that occurred during current pay period
X
Payroll
Ability to create balancing reports - time entered, pay totals, etc.
Payroll
692
Manage Payroll
Ability to flag an employee that has an outstanding salary overpayment. Flag should
include contact information for agency responsible for overpayment
693
Manage Payroll
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
Payroll
694
Manage Payroll
Ability to set security so that no changes are made to a time sheet once pay period has
been closed for time reporting purposes
Payroll
695
Manage Payroll
696
Manage Payroll
Payroll
X
X
Ability to interface with the time collection system
Payroll
Ability to track time back to different projects and grants
State of NC HR/Payroll Requirements
Payroll
24 of 43
The State recognizes that this is a first step in a much
larger process.
HR/Payroll Requirements
#
Functional Area
697
Manage Payroll
698
Manage Payroll
699
Manage Payroll
700
Manage Payroll
701
Manage Payroll
702
Manage Payroll
703
Manage Payroll
704
Manage Payroll
705
Manage Payroll
706
Manage Payroll
707
Manage Payroll
708
Manage Payroll
709
Manage Payroll
710
Manage Payroll
711
Manage Payroll
712
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
X
Ability to record time in 6 minute increments
X
Ability to record time in 10 minute increments
X
Ability to record time in 15 minute increments
X
Ability to collect time through different methods - paper, time clock, swipe card, online,
IVR
X
Ability to handle special pay cycles for bonuses
Payroll
Ability to pay longevity bonus as one time bonus or in monthly increments
Payroll
Ability to prorate bonuses based on user defined parameters
Payroll
Ability to prorate a longevity payment upon termination
Payroll
Ability to apply manual arrears payments and update benefit deduction year-to-date
amounts
Payroll
Ability to control frequency and timing of deductions and to specify number of pay
periods for a particular deduction to be withheld
Payroll
Ability to create deductions with limits
Payroll
Ability to deduct arrears directly from employee pay
Payroll
Ability to prioritize benefit deductions
Payroll
Ability to define benefit arrears priority
715
Manage Payroll
716
Manage Payroll
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
Payroll
717
Manage Payroll
Ability to automatically stop 401(k)/457 deductions for regular and supplemental
amounts for employees over 50 years of age
Payroll
720
Manage Payroll
721
Manage Payroll
722
Manage Payroll
723
Manage Payroll
724
Manage Payroll
725
Manage Payroll
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
Payroll
Ability to calculate payroll deduction amounts for benefits based on user-defined criteria
Manage Payroll
Manage Payroll
Comments
Payroll
714
719
Not supported
Ability to record time in 5 minute increments
Manage Payroll
Manage Payroll
Requires
customization to
meet
requirement
Ability to track time back to different equipment
713
718
Configurable
Requirement
Payroll
Ability to prioritize deductions that must be cancelled
Payroll
Ability to stop 401(k)/457 deductions for any reason
Payroll
X
Ability to process 401(k)/457 deductions as fixed amounts or a percentage of salary
Payroll
Ability to process one-time deductions
Payroll
Ability to process pre-tax and post-tax benefit deductions
Payroll
Ability to refund insurance premiums to employees
Payroll
Ability to refund overpaid deductions, including both pre- and post-tax deductions by
check or direct deposit
Payroll
Ability to skip deductions if an employee's net pay will be zero
Payroll
Ability to stop 401(k)/457 deductions while an employee has a 401(k)/457 hardship loan
Payroll
Ability to support retroactive deduction processing
State of NC HR/Payroll Requirements
Payroll
25 of 43
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
726
Manage Payroll
727
Manage Payroll
728
Manage Payroll
729
Manage Payroll
730
Manage Payroll
731
Manage Payroll
732
Manage Payroll
733
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Payroll
Ability to report on employee garnishments to make sure employee has not been
garnished more than is allowed
Payroll
Ability to calculate net disposable income for garnishments
Payroll
Ability to interface to WinStar software to address foreign national issues
Payroll
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
Payroll
Ability to reduce salary for employees who take more leave than they have accrued
Payroll
Ability to calculate and update leave accrual based on hours worked
X
Ability to deduct leave for employees after leave for that period has been accrued
Manage Payroll
736
Manage Payroll
Ability to adjust 401(k)/457 deductions if a manual check is issued or pay check is
cancelled
Payroll
737
Manage Payroll
Ability to support manual adjustments to earnings, taxes, and deductions. System
should automatically update related fields based on the changes made
Payroll
738
Manage Payroll
Ability to reinstate employee and automatically calculate and process back-pay with
correct tax withholdings
Payroll
Manage Payroll
741
Manage Payroll
742
Manage Payroll
743
Manage Payroll
744
Manage Payroll
745
Manage Payroll
746
Manage Payroll
747
Manage Payroll
Comments
Payroll
735
740
Not supported
Ability to process wage garnishments with limits tracking capabilities
Manage Payroll
Manage Payroll
Requires
customization to
meet
requirement
Ability to add in garnishment administrative fee (garnishment dependent)
734
739
Configurable
Requirement
X
Ability to deduct leave from available balance based on time sheet input
X
Ability to automatically calculate pay adjustments based on effective date of adjustment
Payroll
Ability to handle multiple pay rates for on-call time
Payroll
Ability to automatically determine proper on-call rate based on classification
Payroll
Ability to recalculate pay based on revised service dates and longevity pay
Payroll
Ability to calculate earnings based on an alternate pay rate
Payroll
Ability to calculate extended duty pay (additional straight time) for exempt employees,
based on regular hourly rate in salary
Payroll
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 versa
Ability to calculate gross pay for hourly employees based on total hours worked and
paid leave taken
Payroll
Payroll
Ability to calculate net pay
Payroll
Ability to calculate overtime pay based on longevity
748
Manage Payroll
749
Manage Payroll
Ability to calculate overtime pay based on the number of hours worked or other userdefined overtime rules during a designated overtime period
750
Manage Payroll
Ability to calculate premium even though the employee's schedule does not match the
standard pay calendar
Payroll
751
Manage Payroll
Ability to calculate retroactive pay and process retroactive payment in the next payroll
period
Payroll
752
Manage Payroll
753
Manage Payroll
754
Manage Payroll
Payroll
X
Ability to calculate varying rates of holiday premium pay
Payroll
Ability to generate a report of retroactive payroll actions
Payroll
Ability to pay holidays worked if substitute holiday not taken within a year
State of NC HR/Payroll Requirements
Payroll
26 of 43
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
755
Manage Payroll
756
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Payroll
Manage Payroll
Ability to process vacation pay and bonus leave upon termination as a separate check
either with or without a 401(k)/457 deduction
Payroll
759
Manage Payroll
Ability to prorate pay based on transaction date for new hires and terminations when
the transaction occurs within a pay period
Payroll
760
Manage Payroll
Ability to provide automatic regular pay and exception time reporting for salaried
employees
Payroll
761
Manage Payroll
762
Manage Payroll
Manage Payroll
765
Manage Payroll
766
Manage Payroll
767
Manage Payroll
768
Manage Payroll
769
Manage Payroll
770
Manage Payroll
Payroll
Ability to track when an employee works on a holiday for pay calculation
Payroll
Ability to update salary changes for dual employees
Payroll
Ability to support multiple shift premium rates
Payroll
Ability to calculate pay to varying number of decimal places
Payroll
Ability to pay premium time in 10 minute increments
Payroll
Ability to pay premium time in 15 minute increments
Payroll
Ability to split salary between different cost centers, grants and projects
Ability to pay and distribute funds from two agencies/cost centers if an employee
transfers in the middle of a pay period
Payroll
Grants / FI
Payroll
Grants / FI
Ability to calculate and apply raises retroactively
Payroll
Ability to gross up pay amounts
Payroll
Ability to generate back pay awards
771
Manage Payroll
772
Manage Payroll
773
Manage Payroll
774
Manage Payroll
775
Manage Payroll
Ability to spread payments over a 12 month period for employees who work for 9
months (teachers), 10 months and 11 months (agriculture employees)
Payroll
776
Manage Payroll
Ability to pay employees who work 9, 10, or 11 months out of the year without having to
remove them from the payroll system
Payroll
777
Manage Payroll
778
Manage Payroll
779
Manage Payroll
780
Manage Payroll
781
Manage Payroll
782
Manage Payroll
783
Manage Payroll
Comments
Ability to process retroactive increases on an individual or defined group basis
758
764
Not supported
Payroll
Ability to process overtime paid at time-and-a-half or other user-defined rates or
formulas based on the employee profile
Manage Payroll
Manage Payroll
Requires
customization to
meet
requirement
Ability to process multiple earnings types
757
763
Configurable
Requirement
Payroll
Ability to adjust pay downward and recalculate the taxes appropriately
Payroll
Ability to handle payments that are exempt from state taxes
Payroll
Ability to process summer school payments in addition to regular pay
Payroll
Ability to handle different tax rates for different types of pay
Payroll
Ability to record a manual payroll check overriding system computations
Payroll
Ability to override automated calculations with appropriate security and audit trails in
place
Payroll
Ability to add imputed income to employee pay without showing it as cost to the agency
Payroll
Ability to balance control totals at the agency level or lower levels as defined by the
business units
Payroll
Ability to perform payment modeling to determine changes on net pay
Payroll
Ability to generate a warning if an employee's salary is not allocated 100%
State of NC HR/Payroll Requirements
Payroll
27 of 43
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
Splits
are
standard,
tracking
costs may Grants
require at
payroll;
The
State will
not be the
implementing
Grants
functionality; The State intends to implement a
this time.
subset of SAP financials needed in order to run
payroll; The State will not be implementing Grants at
this time.
HR/Payroll Requirements
#
Functional Area
784
Manage Payroll
785
Manage Payroll
786
Manage Payroll
787
Manage Payroll
788
Manage Payroll
789
Manage Payroll
790
Manage Payroll
791
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Payroll
Ability to report agency's full cost of payroll including benefits and tax liabilities
Payroll
Ability to publish payroll calendars with processing and cut-off dates
Payroll
Ability to set payroll calendar for future quarters
Payroll
Ability to set up multiple pay schedules
Payroll
Ability to calculate differential amount if pay is owed for military leave
Payroll
Ability to pay differential amount if military leave pay is less than normal salary
Payroll
Ability to include special pays within a direct deposit regardless of the amount of the
special pay within the defined business rules
Manage Payroll
794
Manage Payroll
795
Manage Payroll
Ability to process a lump sum leave payout at time of termination both in the final check,
or as a separate check
Payroll
796
Manage Payroll
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
Payroll
Manage Payroll
799
Manage Payroll
Payroll
Ability use spreadsheets to automatically generate special pay amounts
Payroll
Ability to issue pay to selected employees outside of normal payroll processing cycle
Payroll
Ability to process out-of-cycle pay
Payroll
Ability to process separate taxation of special pays as needed
Payroll
Ability to record military time as leave without pay if military pay is greater than normal
salary
Payroll
Ability to accommodate special taxing options for certain types of pay (e.g. bonus pay)
800
Manage Payroll
801
Manage Payroll
Ability to begin tax deductions once treaty benefits (limits to wages that are exempt
from taxes) are maximized
Payroll
802
Manage Payroll
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
Payroll
803
Manage Payroll
Ability to manage unemployment insurance requirements for employees working in
other states
Payroll
804
Manage Payroll
805
Manage Payroll
806
Manage Payroll
807
Manage Payroll
808
Manage Payroll
809
Manage Payroll
810
Manage Payroll
811
Manage Payroll
812
Manage Payroll
Comments
Payroll
793
798
Not supported
Ability to have read-only access to employee records while payroll is processing
Manage Payroll
Manage Payroll
Requires
customization to
meet
requirement
Ability to generate an exception report when the net pay will not cover deductions
792
797
Configurable
Requirement
Payroll
Ability to perform imputed income calculations (I.e. group term life)
Payroll
Ability to support imputed income
Payroll
Ability to support State and Federal taxes
Payroll
Ability to withhold another state's taxes for employees working in other states
Payroll
Ability to handle employee payment tracking for missed benefit premiums
Payroll
Ability to handle invoicing and payment processing of insurance payments
Payroll
Ability to provide reconciliation between premium payments and deductions for payroll
Payroll
Ability to track benefit payments when employee is on leave without pay
Payroll
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.)
State of NC HR/Payroll Requirements
Payroll
28 of 43
X
Cutoff dates may need report configuration.
HR/Payroll Requirements
#
Functional Area
813
Manage Payroll
814
Manage Payroll
815
Manage Payroll
816
Manage Payroll
817
Manage Payroll
818
Manage Payroll
819
Manage Payroll
820
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Payroll
Ability to pay via direct deposit or live check
Payroll
Ability for an authorized user to reissue checks
Payroll
Ability to display salary division/funding code on pay stub
Payroll
Ability to provide leave information on check stub or direct deposit slip
Payroll
Ability to print messages on check stub or direct deposit slip
Payroll
Ability to email employee pay advices
Payroll
Ability to reprint employee W-2s
Manage Payroll
823
Manage Payroll
Ability to provide a user-defined multiple coding and sorting methodology for check
distribution
Payroll
824
Manage Payroll
Ability to provide appropriate and easily understood descriptions and accumulators on
payroll checks and deposit advices for earnings, taxes, benefits, and deductions
Payroll
825
Manage Payroll
Ability to interface with the Accounts Payable system to produce payments to
garnishors and benefits vendors
Payroll
826
Manage Payroll
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
Payroll
827
Manage Payroll
828
Manage Payroll
829
Manage Payroll
830
Manage Payroll
831
Manage Payroll
832
Manage Payroll
833
Manage Payroll
834
Manage Payroll
835
Manage Payroll
836
Manage Payroll
Manage Payroll
839
Manage Payroll
840
Manage Payroll
841
Manage Payroll
Comments
X
822
838
Not supported
Ability to split benefit liability by funding source
Manage Payroll
Manage Payroll
Requires
customization to
meet
requirement
Ability to allow for the establishment of multiple funding sources for one position
821
837
Configurable
Requirement
Payroll
X
Ability to show wage detail on pay stub
Payroll
Ability to interface to the State's retirement system
Payroll
X
Available through SAP Netweaver; more information
and discussion will be needed to create the interface.
Payroll
X
Available through SAP Netweaver; more information
and discussion will be needed to create the interface.
Ability to interface with the State's financial systems to update general ledger postings
Ability to receive payment file (check, ACH) from banks for bank reconciliation purposes
Payroll
Ability to produce ACH file to support direct deposit
Payroll
Ability to automatically produce replacement checks with automatic updates to pay
fields or other related data elements
Payroll
Ability to generate manual checks
Payroll
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
Ability to produce multiple checks per employee per pay cycle
Payroll/ Financials
Payroll
Ability to support manual checks and voids with automatic calculation and posting
functionality
Payroll
Ability to deactivate direct deposit accounts
Payroll
Ability to temporarily deactivate direct deposit accounts and produce one time checks
Payroll
Ability to support remote check printing
Payroll
Ability to automatically remove employee from direct deposit and generate check
Payroll
Ability to stop a direct deposit and or check by date.
X
Ability to print checks and direct deposit remittance slips by separate payroll units and
batches
State of NC HR/Payroll Requirements
Payroll
29 of 43
The State intends to implement a subset of SAP
financials needed in order to run payroll and complete
check reversals.
HR/Payroll Requirements
#
Functional Area
842
Manage Payroll
843
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Ability to process approximately 30,000 checks per month
Payroll
Ability to void a check
Payroll
Ability to report on total payroll cost for specific position
844
Manage Payroll
845
Manage Payroll
Ability to report on total payroll cost by divisions, cost centers or other user-defined
criteria
Payroll
846
Manage Payroll
Ability to report on employees in positions by funding source, project, agency, grant and
other user-defined criteria
Payroll
847
Manage Payroll
Ability to provide detailed deduction reports for all taxes and deductions (quarterly, year
to date, by payroll, and other user-defined periods)
Payroll
848
Manage Payroll
Ability to provide detailed reports on all hours and earnings (quarterly, year to date, by
payroll, and other user-defined periods)
Payroll
849
Manage Payroll
Ability to allow regeneration of payroll reports using appropriate parameters such as
pay period or beginning/ending dates
Payroll
850
Manage Payroll
851
Manage Payroll
852
Manage Payroll
853
Manage Payroll
854
Manage Payroll
855
Manage Payroll
856
Manage Payroll
857
Manage Payroll
858
Manage Payroll
859
Manage Payroll
860
Manage Payroll
861
Manage Payroll
862
Manage Payroll
863
Manage Payroll
864
Manage Payroll
865
Manage Payroll
866
Manage Payroll
867
Manage Payroll
868
Manage Payroll
869
Manage Payroll
870
Manage Payroll
Configurable
Requirement
Payroll
Ability to generate payroll registers
Payroll
Ability to archive payroll registers
Payroll
Ability to generate leave reports
Payroll
Ability to generate Quarterly Unemployment Report for the State including employee's
wage amount
Payroll
Ability to produce cash requisition reports
Payroll
Ability to provide a complete audit log of all payroll additions, changes and deletions,
including records of who made the changes
Payroll
Ability to support reconciliation reporting of Payroll to benefits vendors
Payroll
Ability to support reconciliation reporting for Retirement to Payroll
Payroll
Ability to supply relevant Unemployment Compensation data to the State
Payroll
Ability to generate a report showing inactive employees for that pay cycle
Payroll
Ability to report on discrepancies between forecasted benefit deductions and actual
deduction amounts processed
Payroll
Ability to calculate employer portion of FICA for total salary cost by agency
Payroll
Ability to report on benefit liability split by funding source
Payroll
Ability to produce reports to support quarterly tax filings
Payroll
Ability to produce reports to make tax payments
Payroll
Ability to clear year-end accumulators such as wages and taxes
Payroll
Ability to clear selected deductions at year-end, calendar year-end, or any user-defined
period
Payroll
Ability to produce W2s
Payroll
Ability to perform W2-C processing
Payroll
Ability to perform year-end corrections/adjustments by individual employee or groups of
employees
Payroll
Ability to produce file for SSN verification
State of NC HR/Payroll Requirements
Payroll
30 of 43
X
Requires
customization to
meet
requirement
Not supported
Comments
HR/Payroll Requirements
#
Functional Area
871
Manage Payroll
872
Manage Payroll
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
X
Ability for an employee to view W4 withholding information via an employee portal
Manage Payroll
Ability for an employee to view and print current and previous pay stubs via an
employee portal
875
Manage Payroll
Ability for an employee to view benefit enrollment elections and their corresponding
deduction amounts via an employee portal
X
Payroll
X
Ability for an employee to view detail on multiple pay stubs via an employee portal
876
Manage Payroll
877
Manage Payroll
Ability for an employee to view wage and deduction details on their pay stubs via an
employee portal
Payroll
878
Manage Payroll
Ability for an employee to view and print current and previous W2's via an employee
portal
Payroll
879
Manage Payroll
880
Manage Payroll
881
Manage Payroll
882
Manage Payroll
883
Manage Payroll
X
Payroll
Ability to query historical payroll data
Payroll
Ability to add or delete allowable deductions at the organization level
Payroll
Ability to add or delete allowable budget controls for units at the organization level
X
Ability to produce reporting for ensure appropriate checks and balances for payroll per
payroll run and per end of period run
885
Manage Payroll
886
Manage Payroll
887
Manage Payroll
888
Manage Payroll
889
Manage Payroll
890
Manage Payroll
891
Manage Payroll
892
Manage Payroll
893
Manage Payroll
894
Ability to track safety equipment requirements, training requirements, certification(s)
Monitor Employee Health & Safety required, occupational medicine requirements, etc. by position and employee
895
Ability to track and report employees due for medical exams and other occupational
Monitor Employee Health & Safety health services
896
Monitor Employee Health & Safety
Monitor Employee Health & Safety
The ability to request a previous W-2 reprint will need
to be configured.
X
Ability to allow the printing of payroll register for an individual employee for a user
defined period (current year-to-date, prior year, etc…)
Manage Payroll
899
X
Ability to allow on-line inquiry for time sheet information
884
Monitor Employee Health & Safety
Comments
Payroll / BSI
874
898
Not supported
Ability for an employee to view leave balances and used leave via an employee portal
Manage Payroll
Monitor Employee Health & Safety
Requires
customization to
meet
requirement
Ability to support multiple tax tables and update them each year
873
897
Configurable
Requirement
Payroll
Ability to produce regular audit reporting to ensure integrity of the system
X
Ability to escheat outdated checks
Ability to produce reports for the NC Department of Revenue listing employees paid
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
Payroll
Ability to generate required notices to employees prior to escheating outdated checks
Payroll/ Financials
Ability to maintain a master Bank table for validation against the Federal Reserve
system
Payroll
Ability to produce ACH prenote file to support direct deposit
Payroll
Ability to receive paid check file from State Treasurer daily for reconciliation
Ability to generate check issuance file of positive pay for State Treasurer
Payroll
Ability to track reason code for changes in direct deposit initiated by payroll
Payroll
X
Environmental Health &
Safety
Ability to provide online visibility of safety guidelines
Environmental Health &
Safety
Ability to capture the cost of Health and Safety Training
Environmental Health &
Safety
Ability to track a reduction in workers compensation claims costs back to training
Environmental Health &
Safety
Ability to pre-populate forms and documents with standard employee information
Environmental Health &
Safety
State of NC HR/Payroll Requirements
31 of 43
X
HR/Payroll Requirements
#
Functional Area
Functional Requirements
900
Monitor Employee Health & Safety
901
Ability to track occupational illness, injury and accident history and associate to worker’s
Monitor Employee Health & Safety compensation
Included in base SAP
Business Suite License
Ability for supervisor to complete the form through a portal passed on by workflow
Included in additional
SAP License
Ability to provide a fatality indicator (check box) that will trigger a system notification to
Monitor Employee Health & Safety appropriate individuals
Environmental Health &
Safety
Ability to support the collection of incident information including, but not limited to:
Monitor Employee Health & Safety - Type of incident (assault, accident, vehicle involved)
- Result of incident (injury/illness or no injury/illness)
Ability
support
the
collection of information on witnesses of incidents that may include
- Date to
and
Time of
incident
Monitor Employee Health & Safety employees and non-employees. Contact information for witnesses
Environmental Health &
Safety
Environmental Health &
Safety
908
Ability to support the collection of injury information including, but not limited to:
Monitor Employee Health & Safety - Multiple claim numbers
- Physician record for treatment
Ability
to display
flag ifparts
an employee has a documented disability
- Standard
list ofabody
Monitor Employee Health & Safety
- Last date worked
- Return to work
Ability to tie an incident back to a safety audit
Monitor Employee Health & Safety
909
Ability to generate a flag reminding a supervisor to complete a claim form when they put
Monitor Employee Health & Safety someone out on a certain type of leave
907
Environmental Health &
Safety
X
X
Monitor Employee Health & Safety
911
Ability to support the capture of employee claim costs. For example, track charges
Monitor Employee Health & Safety related to injury claims, including medical treatments and multiple claim-incurred costs
912
Monitor Employee Health & Safety
Environmental Health &
Safety
Environmental Health &
Safety
Environmental Health &
Safety
Ability to track number of lost and restricted work days and the associated costs
Environmental Health &
Safety / Payroll
Ability to support tracking information on claims including, but not limited to:
Monitor Employee Health & Safety - Claim number
- Claim allowance
Ability
to support reporting
on costs
associated
with claims
including employee, direct,
- Approval/disapproval
decisions
regarding
the injury
or illness
Monitor Employee Health & Safety and indirect costs
Environmental Health &
Safety
Environmental Health &
Safety
919
Ability to support multiple interfaces between the State and the claims managers to
Monitor Employee Health & Safety facilitate a cross match of employee payment information. This will assist in the
identification of duplicate payments to the employee
Ability to support the collection of injury pay eligibility information including, but not
Monitor Employee Health & Safety limited to:
- Multiple waiting periods
Ability
supportinformation
the capturing
of multiple
physicians and contact information on who
- Injurytospecific
(captured
in Injury/incident)
Monitor Employee Health & Safety 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
Ability to support approvals and the dates of the approval. If a claim is denied, then
Monitor Employee Health & Safety 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
Ability to apply Standard Industrial Classification codes at a more discreet level (agency
Monitor Employee Health & Safety level or type of work) to job codes
920
Monitor Employee Health & Safety
921
Ability to report on safety incidents and Workers' Compensation claims by race, sex,
Monitor Employee Health & Safety grade and other user defined information
922
Monitor Employee Health & Safety
913
914
915
916
917
918
923
924
925
926
Environmental Health &
Safety / Payroll
Environmental Health &
Safety / Payroll
Environmental Health &
Safety
Environmental Health &
Safety
Environmental Health &
Safety
Ability to track industry and agency codes against claims
Environmental Health &
Safety
Environmental Health &
Safety / Payroll
Ability to send data to multiple third party administrators with no duplicate entry
Environmental Health &
Safety
X
Ability to manage a claim through a different agency. The employee may be paid by
Monitor Employee Health & Safety one agency, but performs work for another agency. The second agency may be
responsible for the claim
Ability for a supervisor to access claim activity (secure and private view only)
Monitor Employee Health & Safety
Environmental Health &
Safety
X
The system shall support the collection of Rehabilitation Plan information including but
Monitor Employee Health & Safety not limited to:
- Restrictions to work duties
Ability
to of
track
costs, medical visits, diagnosis, medical notes, prescriptions, and referrals
- Length
restrictions
Monitor Employee Health & Safety
- Indicator for type of rehab (e.g., - job search, goal of job search)
Environmental Health &
Safety
927
Monitor Employee Health & Safety
928
Monitor Employee Health & Safety
Environmental Health &
Safety
Environmental Health &
Safety
Ability to generate a notification if the employee is scheduled to be out beyond 21 days
Environmental Health &
Safety
Ability to track when a supervisor has contacted the employee
Environmental Health &
Safety
State of NC HR/Payroll Requirements
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
Environmental Health &
Safety
Ability to scan supporting documents
910
Comments
Environmental Health &
Safety
903
906
Not supported
Environmental Health &
Safety
Ability to support the creation of a unique incident/accident identification number
Monitor Employee Health & Safety
905
Requires
customization to
meet
requirement
Environmental Health &
Safety
902
904
Configurable
Requirement
32 of 43
X
The
Statethrough
acknowledges
that more details will be
Available
SAP Netweaver
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Environmental Health &
Safety
X
929
Ability to track whether a return to work has been offered and the employee's response
Monitor Employee Health & Safety to the offer
930
Monitor Employee Health & Safety
931
Monitor Employee Health & Safety
932
Ability to send an automatic notification to payroll when an employee has returned to
Monitor Employee Health & Safety work
Environmental Health &
Safety
Environmental Health &
Safety
934
Ability to report on worker injuries and accidents by multiple variables such as name,
Monitor Employee Health & Safety job classification, date of accident, location, nature of injury, body part affected,
contributing factors, agency, state defined demographic groups
Ability to automatically produce the OSHA 300 Log and 300A
Monitor Employee Health & Safety
935
Ability to track and report medical and lost time costs for worker injuries based on user
Monitor Employee Health & Safety defined parameters
Environmental Health &
Safety / Payroll
933
936
Monitor Employee Health & Safety
937
Monitor Employee Health & Safety
938
Monitor Employee Health & Safety
Ability to track when an employee has been released for work
Environmental Health &
Safety
Ability to flag salary continuation that the supervisor has the ability to turn on and off
Environmental Health &
Safety / Payroll
Requires
customization to
meet
requirement
Not supported
Comments
X
Environmental Health &
Safety
Ability to allow compliance with regulatory reporting format and requirements
Environmental Health &
Safety
Ability to generate an average weekly wage report
Environmental Health &
Safety / Payroll
Ability to generate a report of payroll hours for Bureau of Labor Statistics reporting
Environmental Health &
Safety / Payroll
Ability to report on lost work days and incidence rates due to injury and illness
Environmental Health &
Safety
Environmental Health &
Safety / Time
Management / Payroll
939
Monitor Employee Health & Safety
940
Monitor Employee Health & Safety
941
Monitor Employee Health & Safety
942
Ability to allow visibility to outside health agencies but limit access (security down to
Monitor Employee Health & Safety field level)
Environmental Health &
Safety
943
Ability to restrict medical data information to certain individuals to comply with HIPAA
Monitor Employee Health & Safety privacy and security requirements
Environmental Health &
Safety
944
Manage Employee Relations
Ability for a supervisor to see which employees are out on leave (possibly through MSS)
Ability to automate Workers Compensation quarterly reporting
X
Absence tracking will need to be added as part of the
Incident process.
Environmental Health &
Safety
Ability to provide online access to policies with index and search capabilities
Added 10/24/2005
Ability to display frequently asked question about policies on a portal
945
Manage Employee Relations
946
Manage Employee Relations
Ability to track policies and procedures, and to track their changes over time to be
displayed via an employee portal
Added 10/24/2005
947
Manage Employee Relations
Ability to store examples and interpretations of these policies and procedures to be
dsiplayed via an employee portal
Added 10/24/2005
948
Manage Employee Relations
949
Manage Employee Relations
Ability to track disciplinary action identified by type of discipline, and provide for
monitoring of disciplinary action
Added 10/24/2005
950
Manage Employee Relations
Ability to track an unlimited number of disciplinary actions for each employee record
(e.g., letter of reprimand)
Added 10/24/2005
951
Manage Employee Relations
952
Manage Employee Relations
Ability to provide users with a standard list of types of discipline to facilitate data entry
(e.g., suspension, removal)
Added 10/24/2005
953
Manage Employee Relations
Ability to track multiple offenses, with dates, by agency, with appropriate security
restrictions
Added 10/24/2005
954
Manage Employee Relations
955
Manage Employee Relations
956
Manage Employee Relations
957
Manage Employee Relations
Added 10/24/2005
Ability to produce a reminder of the need for written notification at various milestones
Added 10/24/2005
Ability to track discipline history for each employee
Added 10/24/2005
Ability to provide a free form comment field attached to disciplinary action
Added 10/24/2005
Ability to create automatic notifications of disciplinary actions
Added 10/24/2005
Ability to create an automatic notification of demotion or dismissal
Added 10/24/2005
Ability to track FMLA leave used by an employee - may relate to a disciplinary issue
State of NC HR/Payroll Requirements
Added 10/24/2005
33 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
958
Manage Employee Relations
Ability to show history of other complaints, cases, and dispute resolutions for a specific
employee
Added 10/24/2005
959
Manage Employee Relations
Ability to show history of complaints, cases, and dispute resolutions against a specific
supervisor
Added 10/24/2005
960
Manage Employee Relations
Ability to report disciplinary actions by agency, supervisor, demographics, job
classification
Added 10/24/2005
961
Manage Employee Relations
Ability to prohibit a Legislative Increase if an employee has a disciplinary action with a
final written warning status
Added 10/24/2005
962
Manage Employee Relations
963
Manage Employee Relations
964
Manage Employee Relations
965
Manage Employee Relations
966
Manage Employee Relations
967
Manage Employee Relations
968
Manage Employee Relations
969
Manage Employee Relations
970
Manage Employee Relations
Ability to maintain disciplinary action detail after issue is resolved
Added 10/24/2005
Ability to maintain history of a warning, but restict view of warning by date
Added 10/24/2005
Ability to track state defined demographic data for discrimination and ADA cases
Added 10/24/2005
Ability to notify manager of case status at each milestone
Added 10/24/2005
Ability to maintain appropriate data to support EEO tracking and compliance
Added 10/24/2005
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 transmit EEO data to reporting agencies in multiple formats
Added 10/24/2005
Added 10/24/2005
Ability to produce the EEO 4 reports
Added 10/24/2005
Ability to create workforce reports by EEOC and Standard Occupational Category,
specific demographic group, department and job classification
Added 10/24/2005
971
Manage Employee Relations
972
Manage Employee Relations
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 Data
Ability to track training requests, attendee's, and denials by state defined demographic
groups and occupational category
973
Manage Employee Relations
Ability to update EEO reporting requirements and categories as mandated by the
Federal Government
Added 10/24/2005
974
Manage Employee Relations
Ability to update calculations used in EEO reports as variables (such as demographic
information) change
Added 10/24/2005
975
Manage Employee Relations
Ability to merge and calculate state census data with state employee demographic
information for EEO analysis
Added 10/24/2005
976
Manage Employee Relations
977
Manage Employee Relations
978
Manage Employee Relations
979
Manage Employee Relations
980
Manage Employee Relations
981
Manage Employee Relations
Added 10/24/2005
Added 10/24/2005
Ability to model demographic breakdown of an organization after a proposed RIF
Added 10/24/2005
Ability to provide statistics on utilization of employee assistance program
Added 10/24/2005
Ability to provide program overview information
Added 10/24/2005
Ability to have grievances, disciplinary actions, harassment complaints and
discrimination complaints established and maintained for each employee record
including location and date
Ability to provide a complete history for an employee including:
- Date that the grievance complaint was filed
- Nature of the complaint
Ability
to track
numbers and kinds of actions that are taken by race,
- Actions
takenby
bysupervisor
the Agencythe
involved
sex,
age,
and job of
classification
- Final
resolution
the issue
Ability to track and notify when follow-up action (callback, written notification, etc.) is
required concerning a complaint that has been filed
982
Manage Employee Relations
983
Manage Employee Relations
984
Manage Employee Relations
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 issue
Ability to support the entry and monitoring of appeals associated with an employee
grievance
985
Manage Employee Relations
Ability to maintain an unlimited number of appeals for each employee record and status
codes, effective dates, and comments associated
Ability to track history of complaint by employee and supervisor
State of NC HR/Payroll Requirements
Added 10/24/2005
34 of 43
HR/Payroll Requirements
#
Functional Area
987
Manage Employee Relations
988
Manage Employee Relations
989
Manage Employee Relations
990
Manage Employee Relations
991
Manage Employee Relations
992
Manage Employee Relations
993
Manage Employee Relations
994
Manage Employee Relations
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
Ability to track actions of various boards, courts, and forums
Added 10/24/2005
Ability to track different case numbers
Added 10/24/2005
Ability to track the named parties to the complaint
Added 10/24/2005
Ability to track the status of the complaint
Added 10/24/2005
Ability to support the capturing of information on multiple appeals
Added 10/24/2005
Ability to track grievance disposition and disposition date
Added 10/24/2005
Ability to allow for maintenance and status tracking of multiple levels of grievance and
arbitration including issue, remedy and resolution
Added 10/24/2005
Ability to support multiple grievance topic codes
Added 10/24/2005
995
Manage Employee Relations
Ability to allow for the recording of Arbitrator assignments (e.g., Administrative Law
Judge, Investigator)
996
Manage Employee Relations
Ability to allow, within the grievance record, cost information - internal, external and
administrative
Added 10/24/2005
997
Manage Employee Relations
Ability to track total cost of grievances: attorney fees, lump sum awards, front pay, back
pay, and other costs
Added 10/24/2005
998
Manage Employee Relations
Ability to record names of labor relations officer (advocator), State (employer), and
union individuals assigned to the grievance
Added 10/24/2005
999
Manage Employee Relations
Ability to track multiple arbitration methods (e.g., Non-Traditional Arbitration, and
Expedited)
Ability to provide a report to track grievances by agency or organizational assignment
Added 10/24/2005
Ability to report grievances by state defined demographic data
Added 10/24/2005
Ability to support appeal tracking including advocates, court and supreme court
decisions, lawyers, judges, and other individuals
Added 10/24/2005
Ability to provide a link to performance reviews
Added 10/24/2005
Ability to flag performance reviews that are being appealed due to a grievance
Added 10/24/2005
Ability to provide online training for managers to resolve issues
Added 10/24/2005
Ability to provide online quick reference guide ("cheat sheet") for process that a
manager should follow - specific to each agency
Added 10/24/2005
Ability to track basic complaints before it gets to the grievance level
Added 10/24/2005
Ability to track real-time data on grievance status
X
Ability to provide controlled visibility of grievance information by people in employee's
chain of command
X
X
X
X
Ability to notify employee's manager when grievance moves to next step
Ability to track performance review complaints and appeals for both SPA and EPA
employees
1013 Manage Employee Relations
Ability to flag performance appraisal if employee has a certain number of disciplinary
actions or warnings
1015 Manage Employee Relations
Added 10/24/2005
Ability to automatically generate a unique grievance number
1012 Manage Employee Relations
1014 Manage Employee Relations
Added 10/24/2005
X
X
Ability to track grievances related to performance review ratings
X
Ability to allow for automated tracking of employee performance evaluation reviews
State of NC HR/Payroll Requirements
X
35 of 43
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
1016 Manage Employee Relations
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
X
1017 Manage Employee Relations
Ability to provide “tickler” function to notify supervisors of performance evaluations
coming due within a user-defined period of time
X
1018 Manage Employee Relations
X
1020 Manage Employee Relations
Ability to generate appropriate forms of performance review for manager and employee
signatures
X
1021 Manage Employee Relations
Ability to support the capture of an evaluation date that reflects the effective date of the
employee's step increase
X
1022 Manage Employee Relations
Ability to support the documentation of performance information outside of the annual
process
X
1023 Manage Employee Relations
Ability to notify employee (through Employee Self-Service portal) of performance review
dates
X
Ability to allow managers and supervisors to view their employees’ performance review
history
1025 Manage Employee Relations
Configurable
Requirement
Ability to maintain history of performance reviews
1019 Manage Employee Relations
1024 Manage Employee Relations
Included in additional
SAP License
Ability to notify supervisor of missed performance reviews
X
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
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
Ability to notify HR that the employee’s performance has been deemed insufficient
X
Ability to support varying performance evaluation schedules - some agencies are
yearly, some are twice yearly
X
Ability to view job description and competencies by position
X
Ability to report on supervisor's history of performance ratings given
X
Ability to link employment review dates to succession plan
X
X
Ability to report on which performance reviews are complete and which are still pending
X
Ability to track distribution of performance ratings by demographic information, job
classification, agency, business units, etc.
X
Available through SAP Business Warehouse
Ability to retrieve employee personnel, performance, and compensation information
X
Ability to provide Americans with Disabilities Act (ADA) analysis and reports
X
Available through SAP Business Warehouse
Ability to provide a list of dropdown reason codes for termination
X
Ability to track voluntary vs. involuntary separations
X
Ability to provide for the creation of user-defined employee checklist for separation
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
X
X
X
X
X
Ability to terminate employees who are retiring
X
Ability to create necessary retirement forms with pre-populated employee information
Adobe
Ability to future date termination dates
X
1043 Manage Employee Separation
Ability to generate a termination workflow item that can be triggered through Manager
Self Service
X
1044 Manage Employee Separation
Ability to generate a termination workflow item that contains information such as leave
balances to forward to payroll
X
State of NC HR/Payroll Requirements
X
36 of 43
HR/Payroll Requirements
#
Functional Area
Functional Requirements
Included in base SAP
Business Suite License
1045 Manage Employee Separation
Ability to trigger notifications to other departments (property, IT, security, benefits) when
an employee is terminating
X
1046 Manage Employee Separation
Ability to create a letter for the employee that includes employee specific information
upon receipt of the separation notice
X
Ability to track the last date the leave balance was updated for auditing leave payout
amounts
X
Ability to flag that an employee was separated due to a RIF
X
Ability to track the recovery of State property assigned to terminated employees
X
Ability to create standard exit interview questionnaire
Ability to capture and maintain exit interview information obtained from terminating
employees
X
X
X
X
Ability to capture exit interview information through Employee Self Service
Adobe
X
Adobe
X
Ability for a manager to view exit interview history through a manager's portal
Payroll
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
Payroll
1057 Manage Employee Separation
Ability to support an option to automatically pay accrued vacation earnings and unused
bonus leave upon termination of employment
Payroll
1061 Collect Time & Attendance
1062 Collect Time & Attendance
Ability to access terminated employee data
X
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 to support an interface to the State Retirements system
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)
1068 Collect Time & Attendance
1069 Collect Time & Attendance
1070 Collect Time & Attendance
1071 Collect Time & Attendance
1072 Collect Time & Attendance
1073 Collect Time & Attendance
X
Available through SAP Netweaver
X
X
1065 Collect Time & Attendance
1067 Collect Time & Attendance
Available through SAP Business Warehouse
Ability to access leave balance information on-line
1064 Collect Time & Attendance
1066 Collect Time & Attendance
X
X
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.
1063 Collect Time & Attendance
Comments
X
1056 Manage Employee Separation
1060 Manage Employee Separation
Not supported
Ability to calculate a severance amount based on salary, age and years of service
Ability to allow for partial period payment to separated employees who do not work the
entire pay period
1059 Manage Employee Separation
Requires
customization to
meet
requirement
Available through SAP Workflow
1055 Manage Employee Separation
1058 Manage Employee Separation
Configurable
Requirement
X
X
X
Ability to document the shift an employee is assigned
X
Ability to track time spent on administrative leave such as jury duty, community service,
etc.
X
Ability to interface with assisted technology devices and software (ADA requirement)
X
X
Ability to capture time by work location
X
Ability to capture time at multiple work locations for the same employee
X
Ability to allow employees to record their time as actually worked to proper projects,
grants, programs, organizations and funds
X
X
Ability to have a standard interface format for future time collection systems
X
Ability to allow administrators to access real time leave balances for their employees
State of NC HR/Payroll Requirements
X
37 of 43
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.
HR/Payroll Requirements
#
Functional Area
1074 Collect Time & Attendance
1075 Collect Time & Attendance
1076 Collect Time & Attendance
1077 Collect Time & Attendance
1078 Collect Time & Attendance
1079 Collect Time & Attendance
Functional Requirements
Included in base SAP
Business Suite License
X
X
X
X
X
Ability to correct time charged to project codes
Ability to automatically update Controlling transactions when changes are made to time
entries after the processing period has closed
X
X
X
1082 Collect Time & Attendance
Ability for User Division Managers and their HR Coordinators to easily utilize a set of
Tools to query and download selected data
X
1083 Collect Time & Attendance
Ability to restrict access to time reporting function to authorized users only (i.e.,
employee, supervisor, timekeeper)
X
Ability to store and access time data for 6 years after employee separates
X
Ability to convert historical data from current agency-specific systems
X
1086 Collect Time & Attendance
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
X
1087 Collect Time & Attendance
Ability to fully integrate time collection with a leave tracking system (annual, sick, comp,
official, holiday, etc) if necessary
X
1088 Collect Time & Attendance
Ability to provide an all-inclusive leave accounting system that tracks leave used, leave
accrued, leave balances, and leave paid (if applicable)
X
1089 Collect Time & Attendance
Ability to automatically allocate an employee's time, by percentage, to multiple different
cost centers
X
1090 Collect Time & Attendance
Ability to provide controls that ensure maximum amount of available leave hours are
not exceeded
X
1091 Collect Time & Attendance
Ability to performs all leave calculations (including year-end accrual calculations) in
accordance with federal and State law for all leave types
X
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,
Ability to track
reasons
comments
Administrative
Leave
Maternity
Leave,
LeaveorWithout
Pay,for
FLSA
Compensatory
Time, State (FLSA-Exempt)
Compensatory Time, Catastrophic Leave, Disciplinary, Worker's Compensation, Shift,
FMLA, Bonus Leave, Holidays Owed, Family Illness, Adverse Weather, Voluntary
Ability
provideCommunity
leave of absence
FMLA
compliance
SharedtoLeave,
Serviceand
Leave,
Bonus
leave, Civil Leave, Injury Leave
1096 Collect Time & Attendance
1097 Collect Time & Attendance
Ability to process the initiation of and return from leave without pay (LWOP) including
start and end dates and reason
1098 Collect Time & Attendance
1099 Collect Time & Attendance
1100 Collect Time & Attendance
1101 Collect Time & Attendance
1102 Collect Time & Attendance
X
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.
X
X
X
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
1095 Collect Time & Attendance
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 recalculate leave balances and accruals based on revised service dates
X
1094 Collect Time & Attendance
Comments
Ability to collect time charged to work accomplished (functional areas)
Ability to extract data from the repository using non-proprietary, readily available generic
data extraction tools such as MS Access, MS Excel, etc.
1093 Collect Time & Attendance
Not supported
X
1081 Collect Time & Attendance
1092 Collect Time & Attendance
Requires
customization to
meet
requirement
Ability to collect time charged to equipment
Ability to automatically flag employees who exceed scheduled hours in a day/period
and require justification (free form comment) for approval
1085 Collect Time & Attendance
Configurable
Requirement
Ability to set time as positive or exception reporting
1080 Collect Time & Attendance
1084 Collect Time & Attendance
Included in additional
SAP License
X
X
X
Ability to allow for employees to request and record multiple leaves in a given year
X
Ability to query on leave time by employee and manager
X
Ability to enter and track time worked for various activities
X
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
State of NC HR/Payroll Requirements
X
X
Adobe
38 of 43
X
The State acknowledges that more details will be
needed during implementation to complete
configurations. Business process and rules will also
The
State acknowledges that more details will be
be defined.
needed during implementation to complete
configurations. Business process and rules will also
be defined.
HR/Payroll Requirements
#
Functional Area
1103 Collect Time & Attendance
1104 Collect Time & Attendance
1105 Collect Time & Attendance
1106 Collect Time & Attendance
1107 Collect Time & Attendance
1108 Collect Time & Attendance
1109 Collect Time & Attendance
1110 Collect Time & Attendance
Functional Requirements
Included in base SAP
Business Suite License
X
Ability to allocate bonus leave in special situations to a group of employees
X
Ability to set multiple schedules for leave accrual, including prorated plans for
employees working part time or taking time off
X
Ability to correct leaves use and balances as necessary
X
Ability to document time owed to the state due to adverse weather leave
X
Ability to stop time accrual when employee is on leave without pay
X
Ability to restrict adjustment of leave balances to authorized administrators while
creating and audit trail for changes
X
Ability to advance leave (and for certain agencies to not allow this feature)
X
1111 Collect Time & Attendance
X
1112 Collect Time & Attendance
Ability to set up rules for various types of leave, and ability to accommodate changes in
business rules
X
1114 Collect Time & Attendance
1115 Collect Time & Attendance
1116 Collect Time & Attendance
1117 Collect Time & Attendance
1118 Collect Time & Attendance
X
Ability to automatically generate leave entitlements at beginning of year, monthly
biweekly, etc. (leave for vacation, community service, etc.)
X
Ability to allocate certain amount of hours worked to generate compensatory time
X
X
Ability to maintain payout rules for certain leave types that expire
Payroll
Ability to dock pay for negative leave balances and set leave balance back to zero
X
X
1120 Collect Time & Attendance
Ability to track FMLA and Family Medical Illness Leave (NC state program) according to
eligibility requirements
X
1123 Collect Time & Attendance
1124 Collect Time & Attendance
1125 Collect Time & Attendance
1126 Collect Time & Attendance
1127 Collect Time & Attendance
X
Ability to store compensatory time balance and associated leave
1119 Collect Time & Attendance
1122 Collect Time & Attendance
X
Ability to set up different rules for tracking bonus leave
Ability to handle leave donations between two or more eligible employees for shared
leave program
1121 Collect Time & Attendance
Configurable
Requirement
Ability to deduct leave in increments against standard hours
Ability to make changes to time, adjust to different charge codes, move from comp time
to overtime, etc.
1113 Collect Time & Attendance
Included in additional
SAP License
Ability to set dates for when leave can be used, and when it expires
X
Ability to charge time to specific codes and extract that data to report pay that can be
reimbursed by local, state, and federal funds
Payroll
Ability to automatically roll over leave time at year end based on business rules
X
Ability to report all leave taken by an employee
X
Ability to forecast leave that will be accrued through a period of time
X
Ability to roll over vacation leave up to 240 hours and convert the remainder to sick
leave
X
X
Ability to reset community service leave balances at beginning of new year
X
1128 Collect Time & Attendance
Ability to roll over bonus leave up to a certain amount of hours based on current policy
and employee status
X
1129 Collect Time & Attendance
Ability to prorate leave accrual for employees less than full time and greater than 20
hours per week
X
1130 Collect Time & Attendance
Ability to maintain summary hour totals, by day, week, month, pay period, time sheet,
and other user defined requirements
X
1131 Collect Time & Attendance
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
State of NC HR/Payroll Requirements
X
39 of 43
Requires
customization to
meet
requirement
Not supported
Comments
HR/Payroll Requirements
#
Functional Area
1132 Collect Time & Attendance
1133 Collect Time & Attendance
1134 Collect Time & Attendance
1135 Collect Time & Attendance
1136 Collect Time & Attendance
1137 Collect Time & Attendance
Functional Requirements
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
Ability to report on time allocated towards projects
X
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)
X
X
Ability to report time and leave data by fiscal year and calendar year
X
Ability to report leave balances for each type of leave
X
Ability to report on employees with exception leave situations (e.g., negative leave
balance, did not report leave, etc.)
X
Ability to report on employees on leave without pay
X
1138 Collect Time & Attendance
Ability to map time and leave information to staffing patterns (to support requests to
legislature)
X
X
Available through SAP Business Warehouse
1139 Collect Time & Attendance
Ability to generate a compensated leave report (lists every employee, salary, total
liability, total by funds department, cost center, etc.)
X
X
Available through SAP Business Warehouse
1140 Collect Time & Attendance
Ability to compute the financial liability of accrued leave and pass to the State's financial
system
X
X
1141 Collect Time & Attendance
Ability to report leave balances to employees without computer access through printouts
X
1143 Collect Time & Attendance
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 rules
Ability to perform add, change, delete, and inquiry functions to the time transaction
information and the employee profile information
1144 Collect Time & Attendance
Ability to extract employee training time for certification and continuing education
reporting
X
1145 Collect Time & Attendance
Ability to provide detailed inquiry screens for current and past transactions, as well as
totals by time and leave types for each employee
X
1142 Collect Time & Attendance
1146 Collect Time & Attendance
1147 Collect Time & Attendance
1148 Collect Time & Attendance
1149 Collect Time & Attendance
1150 Collect Time & Attendance
1151 Collect Time & Attendance
1152 Collect Time & Attendance
1153 Collect Time & Attendance
1154 Collect Time & Attendance
1155 Collect Time & Attendance
1156 Collect Time & Attendance
1157 Collect Time & Attendance
X
X
Ability to document shared leave time both donated and received
X
X
X
X
X
X
Ability to update leave balances based on shared leave donated or received
Ability to verify that rules have been followed for shared leave
Ability for authorized employee or supervisor to revise time if employee reports time
worked and then takes an unexpected vacation day
X
Ability to allow for multiple approval levels for time entry
X
Ability for a supervisor to electronically approve the time sheet
X
Ability for the approver of the time sheet to view a list on-line of all employees approved
Ability for the approver of the time sheet to view a list on-line of all employees not yet
approved
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
level
Ability to extract data from the HR system to match time data with information from the
financial system
X
X
Can be batched together in the CATS workflow and
would require little to no configuration.
X
X
Can be batched together in the CATS workflow and
would require little to no configuration.
X
Available through SAP Business Warehouse
X
Available through SAP Netweaver
X
X
Ability to allow text explanations to be provided for adjustments to time
X
Ability for managers to access employees' time information
X
1158 Collect Time & Attendance
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
X
1159 Collect Time & Attendance
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
X
1160 Collect Time & Attendance
Ability to import specifically-defined time and attendance data from other applications
via interfaces
X
State of NC HR/Payroll Requirements
40 of 43
HR/Payroll Requirements
#
Functional Area
1161 Collect Time & Attendance
1162 Collect Time & Attendance
1163 Collect Time & Attendance
1164 Collect Time & Attendance
1165 Collect Time & Attendance
1166 Collect Time & Attendance
1167 Collect Time & Attendance
1168 Collect Time & Attendance
1169 Collect Time & Attendance
1170 Collect Time & Attendance
1171 Collect Time & Attendance
1172 Collect Time & Attendance
1173 Collect Time & Attendance
1174 Collect Time & Attendance
1175 Collect Time & Attendance
1176 Collect Time & Attendance
Design and Maintain Org.
1177
Structure
1178 General Requirements
1179
Manage Compensation and
Classification
1180
Manage Compensation and
Classification
Manage Compensation and
1181
Classification
1182
Manage Compensation and
Classification
Manage Compensation and
1183
Classification
1184
Manage Compensation and
Classification
1185 Training and Development
1186 Training and Development
1187 Training and Development
1188 Training and Development
Functional Requirements
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 leave
Ability to self-validate data at the point of entry to reduce adjustments by applying
business rules
Included in base SAP
Business Suite License
Included in additional
SAP License
Configurable
Requirement
Requires
customization to
meet
requirement
Not supported
Comments
X
X
X
Ability to display leave types (example sick leave, etc.)
X
Ability to accommodate shift premium allowances
X
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
X
Ability to maintain and recognize holiday calendar dates
X
Ability to enter holidays on other dates as needed to support 24/7 operations
X
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
Ability
for supervisors to select the time entry method (i.e., by pay period, week, day,
-by week
time
in/time out) for each direct report or group of direct reports
-by day
-by time in/time out
Ability to create work schedules and assign them to employees
X
X
X
X
Ability to view an employee's work schedule through a manager's portal
X
Ability to complete a Leave Request Form / Overtime Request Form on-line
X
Ability to have the Leave Request Form / Overtime Request Form approved on-line
X
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.
X
X
X
The ability to meet most legally mandated ADA requirements.
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.
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
Ability
for agencies
andcompetency.
universities to modify the statewide standard competency level
in the system
for each
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
Ability
to record
overall
competency
level
(Contributing,
evaluation
beingan
stored
in the
system for
each
competencyJourney, 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
Ability
develop career development plans for each employee including expectations
salary to
increases.
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.
3rd party is needed (ex.
JAWS)
X
X
X
X
The State expects to customize the software to meet
this requirement.
X
The State expects to customize the software to meet
The
State acknowledges that more details will be
this requirement.
needed during implementation to complete
configurations. Business process and rules will also
be defined.
X
X
X
X
X
The ability to define course objectives, design courses, and create course content or
import course external course content.
elearning
The ability to create web-based tests and exercises.
In an e-learning environment, the ability of learners to answer questions about their
1189 Training and Development
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.
State of NC HR/Payroll Requirements
X
elearning
elearning
41 of 43
HR/Payroll Requirements
#
Functional Area
1190 Training and Development
Functional Requirements
Included in base SAP
Business Suite License
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 Requirements
42 of 43
Included in additional
SAP License
Configurable
Requirement
elearning
X
Requires
customization to
meet
requirement
Not supported
Comments
Abbreviations & Acronyms
ADA
CBT
CLE
COLA
EEO
EEOC
EPA
ESS
FMLA
HIPAA
IVR
KSA
MSS
OSHA
PSA
RIF
SIC
SPA
WBT
Americans with Disabilities Act
Computer Based Training
Continuing Legal Education
Cost of Living Adjustment
Equal Employment Opportunity
Equal Employment Opportunity Commission
Exempt from Personnel Act
Employee Self Service
Family and Medical Leave Act
Health Insurance Portability and Accountability Act
Interactive Voice Response
Knowledge, Skills and Abilities
Manager Self Service
Occupational Safety & Health Administration
Pay Supplement Allowance
Reduction In Force
Standard Industrial Classification
Subject to Personnel Act
Web Based Training