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This document contains questions for an organization to answer before setting up their HRMS system. It addresses key areas like jobs, positions, grades, people groups, costs, personal information, administration, currencies, absence categories, and employee status changes. The organization is asked to provide details on titles, codes, scales, rates, groups, segments, types, and categories used for payroll, benefits, budgets, and other HR processes. Providing responses to these questions will help ensure the proper setup and configuration of the new HRMS.
This document contains questions for an organization to answer before setting up their HRMS system. It addresses key areas like jobs, positions, grades, people groups, costs, personal information, administration, currencies, absence categories, and employee status changes. The organization is asked to provide details on titles, codes, scales, rates, groups, segments, types, and categories used for payroll, benefits, budgets, and other HR processes. Providing responses to these questions will help ensure the proper setup and configuration of the new HRMS.
This document contains questions for an organization to answer before setting up their HRMS system. It addresses key areas like jobs, positions, grades, people groups, costs, personal information, administration, currencies, absence categories, and employee status changes. The organization is asked to provide details on titles, codes, scales, rates, groups, segments, types, and categories used for payroll, benefits, budgets, and other HR processes. Providing responses to these questions will help ensure the proper setup and configuration of the new HRMS.
Job a generic role within a company which is independent of any single organization What job titles are used? Are job codes associated with the titles? Please provide a listing of all applicable information regarding job titles. (Director, Manager, Professional, Clerical, Skilled; 1001-Director) Position a specific occurrence of one job, fixed within one organization What position titles are used? Are position codes associated with the titles? Are positions defined to associate with single or multiple holders? Please provide a listing of all applicable information regarding positions. (IT Manager, Accounting Clerk I; 2010-IT Manager) Grade component of an employees assignment defining their level and used to control value of their salary
What are your grade scales and rates? Do you calculate comparatios? Is your mid-point a true mid-point or derived value? Please provide a listing of all grade names with associated min, mid, and max values. Define any progression points, if applicable. (A1, A2, B1, B2 Hourly, Salary) People special groups of employees in your enterprise Do you have groups of employees eligible for different benefits or earnings types that need to be identified? Please define each identifying the associated benefit eligibility for each. (Unions, executives, highly comp) Cost Allocation used to record details of employee costing associated with payroll results What are the segments of the General Ledger Accounting number such as company, department, division, etc.? In what segment(s) besides the liability expense accounts are payroll costs posted? Which segments of the General Ledger accounting number are closely affiliated with the organization? What cost centers are used for payroll? Please provide the department/cost center account numbers of the GL COA where time is charged. Personal Analysis used to record special personal information not included as standard information What special information do you capture on employees not included as standard information? (Medical, education, training) What are the different types of events employees can be scheduled to attend? (Training, Seminar)
Administration What currency do you use? (US Dollar, Canadian Dollar, Peso) HRMS Questionnaire - Important Before Your Setup http://appslead.com/index.php?index_php?view=article&id=140&tmpl... 1 of 3 3/6/2014 14:05 Major Topics
Questions Applicable Setups: Currencies QuickCode Types & Values What different bank account types are used? (Checking, Savings, Money Market) Salary Administration Performance Evaluation Information What absence categories are used? (Medical Leave, Family Leave, Personal Leave) What absence reasons are used? (Birth of child, Adoption of child) Are employees issued a unique employee ID or is their SSN used as their ID? What titles are used for employees, if any? (Mr. Mrs. Ms.) What are the different address types used for employees? (Home, mailing, summer, weekend) Does your company operate on a fiscal year or calendar year? If fiscal, what are the dates? What budget types are tracked? Please provide types/categories and associated values for each. (Headcount, FTE) Are values assigned to represent FTEs with an employment category of part-time regular, part time temporary and/or full time temporary? (i.e., Part-time regular = .5 of full-time regular?) Are position/title budgets used by your company? Is reporting done on planned vs. actual for analysis? By dollars? By position/title? Are position/titles managed by FTEs (full-time equivalents)? What types of contacts are tracked? (Employee, spouse, children, emergency, dependents) Does your company employ and identify ex-patriot employee types? Third Party Nationals? If so, do you maintain in your HRIS? Please provide a list of countries where ex-patriots and/or Third Party Nationals maintain their residence. Also, please include a sample address style for each country represented. Is information regarding contractor/vendor personnel maintained in your HRIS? Do these external person types need access as users of the system? Do they use the same positions and/or job names, labor costing, labor/time recording, etc., as your employees? If no, please provide naming conventions used. What PayMIX batch control totals do you use? This will be used for batch entry of benefit and deduction information. This will be a batch type used to total information to validate totals against a known amount. (Bonus amount, hours entered on time cards) What reasons are used for changes in employee status? (Terminated, Transferred, Promotion) HRMS Questionnaire - Important Before Your Setup http://appslead.com/index.php?index_php?view=article&id=140&tmpl... 2 of 3 3/6/2014 14:05 HRMS Questionnaire - Important Before Your Setup http://appslead.com/index.php?index_php?view=article&id=140&tmpl... 3 of 3 3/6/2014 14:05