Personnel, Employment, Payroll
Top 21 Issues for Discovery 12/16/97

    PAYROLL / PERSONNEL

  1. Distribution of Pay (Win #1)
    • Even distribution of pay? (e.g., 9-mo. employees paid over 12 mos.?)
    • How does system handle multiple funding lines that begin and end on different dates?
    • Tuition lines for grad students?
    • Encumbrances/disencumbrances?
    • Suspense for bad account codes?
    • Taxable tuition for grad students?

  2. History- Payroll, Personnel, Benefits (Win #5)
    • Info available by employee for each payroll run?
    • Access to multiple years' files?
    • Cross reference/history for temp ID# (ssn) and real SSN
    • Cross reference/history for prior names
    • Is history available for each benefit category?

  3. Retro-pay and retro benefits (Win #3)
    • How is retro pay charged and how taxed?
    • How are retro benefits handled?

  4. Non-Resident Alien compliance issues (Win #4)
    • Is there integrated system for tracking, taxing, and reporting NRAs?
    • Is software compatible with Windstar's NRA software?

  5. Time and Attendance (Win #6)
    • Is there a time & attendance module for paying hourly employees? Do you use it? How robust?
    • Does the module track sick and vacation time?
    • Does it track tenure and sabbatical information?

  6. Non-University Employees (Win #3)
    • Is there a way to accomodate non-employees in data base? (e.g. president's wife, all U.S. military personnel, visiting scholars, bookstore (Follett) and dining services (ARA) employees)

    POSITION CONTROL

  7. Budget (Win #1)
    • Tell me how the position control module works if you implemented it.
    • What were the big wins you got from implementation of this system?
    • Can position be identified regardless of moving it budgetarily?

  8. Recruiting/Employment (Win #1)
    • Is position control integrated with employment (recruitment)?

  9. History (Wins #1 and #5)
    • Is history available by position?

    BENEFITS (Win #4)

  10. 403(b) compliance issues
    • Is there an integrated system for tracking maximum contribution limits?
    • Does the system automatically cap contributions (i.e. 402(g) and 415 limits)?
    • Does the system calculate maximum exculsion allowances, including an automated way to retrieve the historical data needed for the calculation?

  11. Flex Benefits
    • Is there a robust module for this?
    • Online updates?
    • Is it possible to structure multiple packages?
    • Is there a way to handle pro-rated benefits for part-time employees?

  12. Taxable Educational Benefits
    • Is there a module for tracking taxable educational benefits and interfacing with payroll module?

  13. COBRA compliance
    • Is there a sophisticated COBRA compliance component?
    • Does the system include a COBRA billing component?

  14. Family Medical Leave Act compliance
    • Is there a sophisticated FMLA compliance component?

    EMPLOYMENT (Win #2)

  15. Resume/Job Skills data base
    • Is there a way to match resume info with job skills/position data?

  16. Applicant tracking
    • Is there a sophisticated module that takes a person from application process to interview to hiring process?
    • Does module have affirmative action component?
    • Is there a way to "blacklist" former, unwanted employees?
    • Can it generate evaluation process based on position descriptions?
    • Can it generate advertisements from position descriptions?

  17. Workers Comp.
    • Is there a sophisticated workers comp. component?

    SECURITY/OTHER (Win #3)

  18. How much audit information is recorded for each transaction (e.g., who, when, what)?

  19. At what level is auditing turned on (e.g., transaction)?
    • Have you used the application security provide by vendor, secured the database via database level security, or written your own security?

  20. Do you need to restrict query and access to a subset of records with a particular type (e.g., read access to employee records within a department vs. all employee records)?

  21. Conversion- How difficult was the conversion of data to the new system?