A03 Attach 2 Idaho ERP RFI Requirements 2016-10 Final

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Requirements Matrix -- Respondents shall use the Support Response values as defined in RFI Section 4.8 to complete the Support Response columns in eac
Respondents are welcome to provide brief comments to clarify responses as necessary.
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ort Response columns in each sheet of this Excel workbook.
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Support
Tracking # Category Sub Category Requirement Comment
Response
GN01 General Workflow Provide ability for administrators to create workflow rules based on organization, dollar
amount, commodity code, or procurement type.
GN02 General Workflow Provide ability for end users to add ad hoc approvals.
GN03 General Workflow Provide ability to notify approvers when a transaction is waiting for approval.
GN04 General Workflow Provide ability to set up alternate approvers when needed.
GN05 General Workflow Provide ability for sequential and/or parallel approvals.
GN06 General Workflow Provide ability for approval notification to the initating user as approvals are applied.
GN07 General Workflow Provide ability for notification to be sent to the initiating user when the final approval is
received.
GN08 General Workflow Provide ability for workflow destination to be defined as a queue that multiple users can
access and work from.
GN09 General Workflow Provide ability to define the amount of time items can remain in pending status, before
automatic notification is sent to the approver's alternates.
GN10 General Workflow Provide ability to allow delegation of approval authority to another user for a specified
period of time (to cover vacations).
GN11 General Workflow Provide ability to create/run a report of pending items by agency and approver.
GN12 General Security Provide ability to support a role-based security structure that can be shared on a statewide
basis.
GN13 General Security Provide ability to support "row-level" security to prevent one agency from viewing or editing
another agency's data or transactions.
GN14 General User Interface Provide ability to access all functional and technical capabilities of the system via web
browser.
GN15 General User Interface Provide ability for user to work simultaneously in multiple application windows.
GN16 General User Interface Provide ability for data displayed in table or grid format to be exported into Excel.
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Response
GL01 General Ledger CAFR Reporting Provide ability to comply with GASB Financial Reporting Standards (e.g., Comprehensive
Annual Financial Report) to produce necessary financial reports.
GL02 General Ledger CAFR Reporting Provide ability to generate accrual CAFR and financial statements by year, by agency, or
statewide.
GL03 General Ledger Chart of Accounts Provide ability to create a flexible chart of accounts with codes configurable for the State
chart of accounts code structure, with effective dating for all segments.
GL04 General Ledger Chart of Accounts Provide ability to configure "state level" chart of accounts and multiple "agency level" chart
of accounts that roll up to the "state level".
GL05 General Ledger Chart of Accounts Provide ability for a minimum of 5-level hierarchy for each segment of the chart of accounts.
(e.g., fund can be broken down into separate hierarchical levels), with the ability for the
structures to be grouped or ungrouped on an agency/state-defined basis into multiple
reporting hierarchies.
GL06 General Ledger Closing Provide ability to perform a soft close after fiscal year end to prevent state agencies from
posting in the prior fiscal year after a designated date.
GL07 General Ledger Closing Provide ability to automate year-end close processes (e.g., close nominal accounts to fund
balance or fund equity and roll real accounts forward).
GL08 General Ledger Closing Provide ability to maintain multiple fiscal years concurrently, which allows users to post
transactions to open fiscal years prior to closing the previous fiscal year (e.g., new fiscal
year budget appropriations).
GL09 General Ledger Closing Provide ability to close grant and project accounts based on the type of grant and project
(e.g., at federal fiscal year end+D21).
GL10 General Ledger Closing Provide ability for at least 14 user-definable accounting periods per year that can either be
used for transacting against financial balances, adjusting periods against financial balances,
or adjusting periods that are for memo entries only and do not update financial balances but
will be reflected in annual reports.
GL11 General Ledger Fund Accounting Provide ability to simultaneously support multiple bases of accounting for the appropriate
fund types, including Cash, Modified Accrual, and Full Accrual bases.
GL12 General Ledger Fund Accounting Provide ability for current year reorganization functionality by moving and merging all
actual, budget, and historical data when an organization is moved any time during the year.
GL13 General Ledger Fund Accounting Provide ability to account for intra/inter-fund transfers of cash in accordance with GAAP and
maintain the associated audit trail. Transfers could include loans, advances, intra/inter-fund
services provided, and reimbursement transactions.
GL14 General Ledger Inquiry and Provide ability to retain all data needed to generate all financial reports to meet legislative
Reporting and management reporting needs as provided by State records retention rules.
GL15 General Ledger Inquiry and Provide ability for non-technical users to generate financial reports on all detailed data for
Reporting up to 10 years to meet ad hoc reporting requests.
GL16 General Ledger Interfund/Interagen Provide ability to create one inter-agency journal transfer capable of recording that transfer
cy to multiple agencies.
GL17 General Ledger Journal Entry Provide ability to enter journal entries online or in batch, with certain data defaulted based
on user profile, with the ability for the end user to customize their journal entry view.
GL18 General Ledger Journal Entry Provide ability to trace (i.e., drill-down) summarized transactions online in the General
Ledger back to detail source transactions from other system modules or subsystems within
the enterprise system. If the information must be retrieved from these modules or
subsystem, it is transparent to the user.
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Response
GL19 General Ledger Journal Entry Provide ability to support the establishment of business rules (i.e., system edits) for each
journal type.
GL20 General Ledger Workflow Provide ability to support workflow processes (including system alerts and user work
queues) for chart of accounts codes updates and changes (e.g., when a COA change is
made, specified users are notified that a change has been made), journal entry approval
and processing, and period open and closing activities.
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AP01 Accounts 1099 Processing Provide ability to comply with IRS regulations for the issuance of 1099 information.
Payable
AP02 Accounts 1099 Processing Provide ability for the State to maintain one Taxpayer Identification Number (TIN) and report
Payable 1099 information consolidated across agencies including transactions identified and
provided by agencies issued through outside bank accounts that have been posted to the
ERP system.
AP03 Accounts 1099 Processing Provide the ability to designate one location to receive the 1099MISC when the vendor has
Payable multiple locations.
AP04 Accounts 1099 Processing Provide ability to make adjustments to 1099 reportable amounts, including manual addition
Payable of new records, deletion of current records, or edits to previously recorded amounts.
Adjustments made to 1099 records should be captured in audit tables.
AP05 Accounts Data Integration Provide ability to accept data files (e.g., invoices) submitted electronically via batch or
Payable single entry using but not limited to the following file types/protocols: XLS, DOC, via
XML,EDI.
AP06 Accounts Inquiry and Provide ability to produce Accounts Payable reports and queries, configurable by users to
Payable Reporting include all data related to Accounts Payable transactions, with drill down capabilities to the
source transaction.
AP07 Accounts Inquiry and Provide ability to produce and print a user defined report of warrants, payment numbers,
Payable Reporting dates issued and their status of settlement, including fields such as, but not limited to, chart
of accounts code structure, payment transaction, specified date ranges, agency code, etc.
AP08 Accounts Inquiry and Provide ability to treat each State agency as a separate entity (e.g., restrict agencies from
Payable Reporting posting to other agencies and viewing data) but provide statewide, consolidated querying/
reporting from a data repository.
AP09 Accounts Inter-agency billing Provide ability to display on a single screen, available for viewing by both the "Due From"
Payable and "Due To" agencies, the Accounts Receivable bill and accounting of a Due To agency and
the respective Accounts Payable invoice with proposed accounting of the Due From agency
to enable interagency payments.
AP10 Accounts Inter-agency billing Provide ability for the invoice process to recognize and convert the Accounts Receivable bill
Payable created by the Due To agency into an Accounts Payable invoice at the Due From agency to
eliminate duplicate data input.
AP11 Accounts Invoice Processing Provide ability for a flexible method of invoice processing against PO or non-PO invoices and
Payable have invoice information default based on user, vendor, and/or PO information.
AP12 Accounts Invoice Processing Provide ability to automatically detect and flag any request that appears to be a duplicate
Payable invoice by vendor based on factors such as, but not limited to, time period (start and end),
dollar amount, and/or invoice number.
AP13 Accounts Invoice Processing Provide ability to automatically generate vendor payments based on the earlier of due date
Payable or discount date to maximize interest earned and discounts received by the State.
AP14 Accounts Issuance Provide ability to automatically reconcile payment to the original invoice transaction to
Payable Reconciliation include, but not be limited to, warrant number, EFT number, issue date, date in paid or
cleared status, etc.
AP15 Accounts Payment Processing Provide ability to auto-generate the processing of scheduled payments for a selected time
Payable period on a user-defined date and/or using a user-defined rule of when the payment is due
(e.g., x amount of business days prior). Payments can be made via warrant, ACH, and/or
wire transfer.
AP16 Accounts Vendor Provide ability to track and maintain statewide vendor information, including all relevant
Payable Maintenance information needed for the vendor, and have vendor information be agency specific, if
needed.
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AP17 Accounts Vendor Provide ability to automatically track TIN match results from the IRS data exchange and
Payable Maintenance automatically update the Statewide Vendor File and the W9 system of the responses.
AP18 Accounts Vendor Provide ability for a vendor with a tax identification number to have multiple locations, to
Payable Maintenance include a separate ordering and remittance address and contact information per location.
AP19 Accounts Workflow Provide ability for a flexible on-line hierarchical approval process for all applicable Accounts
Payable Payable events, including Invoice processing, vendor maintenance, and payment
processing.
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Response
AR01 Accounts Billing and Invoicing Provide ability to create and generate customer bills based on state and/or agency defined
Receivable and criteria (e.g., customer information, events, time periods).
Billing
AR02 Accounts Billing and Invoicing Provide ability for the system to generate an invoice document number based upon a
Receivable and predefined prefix and a unique system-generated sequential number. The prefix needs to be
Billing definable by agency and invoice type.
AR03 Accounts Billing and Invoicing Provide ability to apply an overpayment existing in an account against a new invoice, or
Receivable and create a refund transaction.
Billing
AR04 Accounts Billing and Invoicing Provide ability to establish and maintain debts, including principal, interest, and fluctuating
Receivable and interest rates.
Billing
AR05 Accounts Billing and Invoicing Provide ability to establish default account distributions for each organizational code and
Receivable and accounts receivable type.
Billing
AR06 Accounts Cash Receipts Provide ability to capture and record the receipt data elements needed to process a
Receivable and transaction including check number, credit card number, payor, date of transaction, etc.
Billing
AR07 Accounts Cash Receipts Provide ability for processing cash receipts not associated with a specific receivable or
Receivable and billing invoice (e.g., donation).
Billing
AR08 Accounts Cash Receipts Provide ability for the system to record amounts collected and apply those amounts against
Receivable and outstanding receivables/invoices.
Billing
AR09 Accounts Customer Provide ability to track and maintain all relevant customer information including ability to
Receivable and Maintenance generate a unique customer ID when customer records are added. Customer records can
Billing be used statewide with agency specific information included on the customer record.
AR10 Accounts Customer Provide ability to automatically check for duplicate customers based on agency defined
Receivable and Maintenance fields, (e.g. name, address, customer #, drivers license #, taxpayer identification number,
Billing system of record reference number).
AR11 Accounts Customer Provide ability to merge two different customer records and their associated history.
Receivable and Maintenance
Billing
AR12 Accounts Inquiry and Provide a dashboard to identify bills to be created, bills created, bills paid (real time by
Receivable and Reporting program with drill down capability to bill), refunds up for approval, refunds processed, and
Billing refunds that need to be created.
AR13 Accounts Inquiry and Provide ability for aging analysis of outstanding accounts receivable based upon
Receivable and Reporting configurable aging criteria (e.g., 30, 60, 90, 120, and greater than 120 days) between user
Billing designated dates.
AR14 Accounts Inquiry and Provide ability to generate customer billing statements (invoices/bills) with the ability to
Receivable and Reporting attach documents, by agency or statewide.
Billing
AR15 Accounts Inquiry and Provide ability to generate various configurable reports, based on any data field within the
Receivable and Reporting invoice and all Chart of Account codes.
Billing
AR16 Accounts Offset Provide ability to compare scheduled payments against off-set receivable list to identify
Receivable and customers who are eligible for offset by matching Social Security Number or Taxpayer
Billing Identification Number, driver's license, FEIN number, State ID number, or VISA number.
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AR17 Accounts Offset Provide ability to match payables to receivables for offset processing.
Receivable and
Billing
AR18 Accounts Workflow Provide ability to electronically route all relevant AR and Billing transactions (billing
Receivable and approval, write-offs, invoice processing, etc.) for approval or notification based on
Billing agency/state defined business rules.
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Response
BD01 Budget Agency Budget Provide ability for agencies to define their budgets by any element of the Chart of Accounts
Management Operations Code structure and aggregate the results to the appropriation level. (e.g. Fund,
Object/Account, Organization, Program).
BD02 Budget Agency Budget Provide ability for budgetary control to be fully integrated across all ERP process areas to
Management Operations ensure that all transactions are validated real-time against up-to-date budget totals based
on established budgetary controls, as per Chart of Accounts Code structure.
BD03 Budget Agency Budget Provide ability to control budget override capability at the state and/or agency level.
Management Operations
BD04 Budget Agency Budget Provide ability to establish multiple levels of control for changing budgets with different user
Management Operations authority levels required per level of control (e.g., allow agency users to change grand
budgets but require central [DFM and SCO] approval to adjust appropriations.
BD05 Budget Allocations Provide ability to create separate appropriation allocation and agency allocation budgets
Management with different allocation period frequencies. The sum of the agency allocation budgets
cannot exceed the appropriation controls.
BD06 Budget Allocations Provide ability to distribute and control the allocation budget based on agency defined
Management allocations.
BD07 Budget Allocations Provide ability to separately track original budget, budget adjustment, and budget transfer
Management line items for each agency allocation budget.
BD08 Budget Appropriations Provide ability to establish and maintain multiple years of appropriations with multiple
Management levels of spending control, including the ability to enter the next appropriation year budget
before the end of the current appropration year.
BD09 Budget Appropriations Provide ability to distribute the appropriated budget (summary level) and budget
Management adjustments to detail Account and Organization levels.
BD10 Budget Budget Provide ability for unlimited levels of budget revisions to be maintained by the Governor's
Management Development office and Legislative Budget office.
BD11 Budget Budget Provide ability to classify each step by type (e.g. benefit rate changes, new requests,
Management Development additions, removals, one-time items).
BD12 Budget Budget Provide ability to create an agency level/department budget using the prior year's actuals
Management Development as a beginning point for budget development.
BD13 Budget Budget Provide ability to designate base budget or supplemental budget requests for internal
Management Development agency budget development purposes during preparation of a formal legislative budget
request.
BD14 Budget Budget Provide ability to electronically distribute budget submission guidance and direction to
Management Development subordinate organizations.
BD15 Budget Budget Provide ability to have unlimited levels (steps/categories) of budgets for budget preparation.
Management Development
BD16 Budget Budget Provide ability to have unlimited tiers of summarization for the budget, by COA elements
Management Development and organization structure.
BD17 Budget Budget Provide ability to perform and save "what if" scenarios (including parameters) at the agency
Management Development and statewide levels.
BD18 Budget Budget Provide ability to workflow the budget through the multiple levels of approvals and revisions
Management Development by the Governor's office and Legislative Budget office.
BD19 Budget Inquiry and Provide ability for roll up reporting of budget, budget projections, and budget to actual at
Management Reporting any level of the organization structure (e.g., program level to agency to statewide).
BD20 Budget Inquiry and Provide ability to produce an agency budget status report that reflects encumbrances as
Management Reporting well as expenditures. (For example: agency, fund, program component, appropriation
budget, unbudgeted reserve, approved budget, encumbrances, expenditures, category, and
balances).
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BD21 Budget Inquiry and Provide ability to report on any budget (appropriation, allocation, grant, etc.) for budget to
Management Reporting actuals, including projections and rollups, at any level of the chart of accounts.
BD22 Budget Workflow Provide ability to distribute and receive budget forms via workflow to/from agencies and
Management departments for compilation during budget preparation.
BD23 Budget Workflow Provide ability to define workflow processes for the development of budget requests, budget
Management updates, and budget amendments.
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Response
TR01 Travel Travel Authorization Provide ability for employees to submit an online request for travel authorization and/or
travel advance.
TR02 Travel Travel Provide ability to default a chart of accounts code structure to populate the travel
Reimbursement reimbursement request, based on the traveler's employee profile (e.g., agency, department,
position).
TR03 Travel Travel Provide ability to match costs on the reimbursement request with existing applicable State
Reimbursement Contracts and/or the traveler's previously submitted travel authorization form.
TR04 Travel Travel Provide ability to reimburse authorized traveler for travel expenses, including state and
Reimbursement federal per diem rates (based on departure and return dates and times), and properly
reduce the payment by applicable travel advances.
TR05 Travel Inquiry and Provide ability to identify and report on non-matches between an approved travel
Reporting authorization and a submitted travel reimbursement request.
TR06 Travel Inquiry and Provide ability to track (e.g., identify, record, inquire, report) travel cost of airfares, car
Reporting rentals, hotels, etc. by vendor and traveler regardless of method of payment (e.g., PCard,
paid by traveler, or direct payment).
TR07 Travel Workflow Provide ability to have the travel transactions (e.g., authorization, advance, reimbursement)
routed through defined workflow approvals with notifications to the traveler or supervisors,
as appropriate.
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CA01 Cost Allocation Statistical Provide ability to allow for cost allocation based on statistical methods including unlimited
statistical entries which may be interfaced into the system, uploaded from spreadsheets, or
manually entered.
CA02 Cost Allocation Statistical Provide ability to add statistical methods as the need arises.
CA03 Cost Allocation Statistical Provide ability to carry forward history of statistics and use and/or update for use in the next
period.
CA04 Cost Allocation Data Capture Provide ability to modify indirect rate(s), including statewide cost allocation plan (SWCAP) or
agency cost allocation, and re-apply the adjustment for a specified period on the grant.
CA05 Cost Allocation Data Capture Provide ability to store an indirect cost rate, including SWCAP, along with an effective time
period for each grant, grant phase, fiscal year, and object.
CA06 Cost Allocation Calculation and Provide ability for the agency to define the sequence of allocations.
Transaction
CA07 Cost Allocation Calculation and Provide ability to allocate expenditures to various chart of account elements by percentage.
Transaction
CA08 Cost Allocation Calculation and Provide ability to apply the allocation percentages across the target COA distributions and
Transaction create the necessary balanced journal entry for the transaction.
CA09 Cost Allocation Calculation and Provide ability to automatically move allocations to another grant or phase when the
Transaction allocated grant does not allow the charge, based on agency defined criteria.
CA10 Cost Allocation Calculation and Provide ability to establish, store, and utilize single and multi-layered cost redistribution
Transaction matrices to allocate expenditures after their initial posting to various chart of account
elements by percentage via journal transfer processing.
CA11 Cost Allocation Calculation and Provide ability to maintain a step-down cost allocation with controlled reciprocity.
Transaction
CA12 Cost Allocation Fund Split Provide ability to perform fund splits after allocation to move expenditures from undefined
detail to the federal or state grant details, based on the fund split percentage and/or move
income for use of funds based on federal rules (i.e. reduce expenditures based on income
earned).
CA13 Cost Allocation Projection Provide ability to perform "what if" modelling using different statistical models for grant
allocations.
CA14 Cost Allocation Inquiry and Provide ability to query/report on all amounts allocated to a grant and trace it back to the
Reporting original allocating grant.
CA15 Cost Allocation Inquiry and Provide ability to retain and report on the history of cost pools and statistical measures for
Reporting any period.
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PR01 Projects Project Provide ability to record and store information on each agreement or contract associated
Management with a project or sub-project.
PR02 Projects Project Provide ability to support a hierarchy for projects of at least 5 levels (e.g., program, project,
Management sub-project, phase, and activity).
PR03 Projects Project Provide ability to input and maintain project profile to summarize activities and enable
Management activity monitoring.
PR04 Projects Project Provide ability to input project dependencies between tasks with predecessor/successor
Management relationships.
PR05 Projects Project Provide ability to link a project to multiple projects.
Management
PR06 Projects Project Provide ability to record and store a Work Breakdown Structure (e.g., Schedule for Phases
Management and activities within each phase including Budget by Phase and/or task) for a project or sub-
project.
PR07 Projects Project Provide ability to monitor project progress and milestone accomplishments against a
Management project-specific schedule.
PR08 Projects Project Provide ability to allow users to close a project phase without closing out entire project.
Management
PR09 Projects Project Provide ability to attach multiple electronic files (e.g., Word documents, PDF, etc.) to the
Management project record.
PR10 Projects Project Budgets Provide ability to budget check all transactions posted to the project, sub-project, or phase
for sufficient budget availability.
PR11 Projects Project Budgets Provide ability to establish and maintain a multi-year project budget that is separate and
independent of all other budgets (e.g., appropriation, agency, grant, and contract).
PR12 Projects Project Budgets Provide ability to edit encumbrances and expenditures against an agency project budget.
PR13 Projects Project Budgets Provide ability to allocate and control the project budget by multiple financial periods (e.g.,
state fiscal year, federal fiscal year, grant year, calendar year).
PR14 Projects Project Accounting Provide ability to accumulate project costs to facilitate billing for all reimbursable portions of
projects.
PR15 Projects Project Accounting Provide ability to create and store a default billing method for a project, sub-project, grant,
sub recipient that will be used in the generation of an invoice for reimbursable costs and
subsequent accounts receivable.
PR16 Projects Project Accounting Provide ability to allocate and apply direct and indirect costs to projects and allocate costs
across multiple projects or sub-projects.
PR17 Projects Project Accounting Provide ability to prohibit processing of specified project-related transactions based on the
project's status (with override capability).
PR18 Projects Project Accounting Provide ability to automatically convert Construction Work In Progress (CWIP) costs
(including labor) into a capitalized asset, appropriately adjusting general ledger accounts
and updating the asset management module. CWIP costs may span fiscal years.
PR19 Projects Project Accounting Provide ability to generate transaction to pay out retainage after contract completion.
PR20 Projects Project Accounting Provide ability to allow input, adjustment, and transfer of costs at the lowest level of
account coding within the project ledger.
PR21 Projects Project Accounting Provide ability to associate multiple funding sources to multiple sub-projects and phases
within projects.
PR22 Projects Project Accounting Provide ability to establish Enterprise/Statewide parent projects and add parent/child
relationships for multiple agencies (e.g., tracking natural disaster recovery efforts).
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PR23 Projects Inquiry and Provide ability to track and report project budget, expenditures, encumbrances and revenue
Reporting over multiple periods including state fiscal year, federal fiscal year, multi-year project
period, and any specified period within the project period.
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GR01 Grants Grant Management Provide ability to allow identification of grants by multiple agency-defined alphanumeric
identifiers.
GR02 Grants Grant Management Provide ability to create, define, update, and copy existing grant protocols/rules.
GR03 Grants Grant Management Provide ability to uniquely identify each grant subrecipient and all grant-related subrecipient
financial activity to support inquiry and reporting of the subrecipient across multiple grants
and agencies.
GR04 Grants Grant Management Provide ability to establish/maintain grant activity at lower levels of detail than grant
number (e.g., grant phase or activity within phase) and track financial activity associated
with each phase.
GR05 Grants Grant Management Provide override mechanism for authorized users to allow exceptions to valid Catalog of
Federal Domestic Assistance (CFDA) edits that would permit a unique number to identify the
funding instead of CFDA.
GR06 Grants CMIA Provide ability to configure the agreed-upon timing of expense eligibility for reimbursement
from the United States Department of the Treasury to support Cash Management
Improvement Act (CMIA) compliance pursuant to the CMIA Agreement between the State of
Idaho and the U.S. Treasury.
GR07 Grants Data Integration Provide ability to generate and upload all grant transparency data to internal/external
systems as required by Federal Funding and Accountability and Transparency Act (FFATA)
and any acts/reporting requirements that supersede it.
GR08 Grants Document Provide ability to accept electronic requests for payment (e.g., payment advance,
Management reimbursement, claims) and supporting documentation from grant recipients/subrecipients.
GR09 Grants Grant Accounting Provide ability to automatically or manually generate revenue/receivable transactions from
grants expenditure data.
GR10 Grants Grant Accounting Provide ability to calculate matching fund requirements associated with any grant on an
agency-defined basis.
GR11 Grants Grant Accounting Provide ability to prompt or alert users to recognize (realize) grant revenues after grant
expenditures have been recorded for a user-specified period of time.
GR12 Grants Grant Accounting Provide ability to allow an option on each grant for an agency to specify grant match by
financial, non-financial, and/or non-cash by category and/or activity.
GR13 Grants Grant Accounting Provide ability to automate the calculation of drawdown amounts by grant.
GR14 Grants Grant Accounting Provide ability to recognize revenue only after expenditures have been incurred.
Outstanding receivables will be carried forward at year-end.
GR15 Grants Grant Accounting Provide ability to adjust funding sources used for expenditures when State funding was
temporarily used to cover the non-State share of grant expenditures and the State
subsequently receives additional non-State funding.
GR16 Grants Grant Budget Provide ability to close-out or carry forward fiscal year appropriation balance(s) by grant,
based on the type of appropriation. If the appropriation balance(s) is carried forward, it must
maintain its original year of appropriation.
GR17 Grants Grant Budget Provide ability to establish grant budgets at varying agency-defined levels and combinations
of classification structure elements.
GR18 Grants Inquiry and Provide ability to inquire and report on grant budget, adjustments, encumbrances,
Reporting expenditures, transfers out and in, revenue and available budget. The numbers displayed
are the same numbers used in the General Ledger and in the subledger.
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GR19 Grants Inquiry and Provide ability to forecast grant payroll expenditures, especially for agencies on a monthly
Reporting payroll cycle where payroll runs in advance of the pay period close and the federal draw
occurs prior to pay period close.
GR20 Grants Inquiry and Provide ability to track and report grant operations (i.e., budget, expenditures,
Reporting encumbrances, revenue) over several different periods including state fiscal year, federal
fiscal year, multiple-year grant period, and any specified period within the grant period.
GR21 Grants Workflow Provide ability to enable workflow approvals for agency/state defined grants management
transactions and activities.
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AM01 Asset Additions and Provide ability to maintain detailed property information required to identify, properly
Management Maintenance account for, and safeguard all assets.
AM02 Asset Additions and Provide ability for other process areas (AP, Purchasing) to auto-populate asset records and
Management Maintenance properly account for assets.
AM03 Asset Additions and Provide ability for the system to generate and assign an alphanumeric asset number to a
Management Maintenance single item or multiple items purchased.
AM04 Asset Additions and Provide ability for users to split asset record entries for identical items and then assign
Management Maintenance separate property tag / inventory control numbers (e.g., purchase of 20 identical personal
computers).
AM05 Asset Additions and Provide ability to change funding sources (i.e., grants, bonds) after asset is
Management Maintenance purchased/recorded.
AM06 Asset Additions and Provide ability to depreciate improvements associated with an asset, including optional
Management Maintenance unique identification of improvements associated with specific assets.
AM07 Asset Additions and Provide ability to differentiate between leased assets and purchased assets.
Management Maintenance
AM08 Asset Additions and Provide ability to display escrow balances recorded on a contract that should be included in
Management Maintenance asset purchase price (e.g., land and buildings).
AM09 Asset Additions and Provide ability to identify/record all costs associated with the construction or
Management Maintenance purchase/acquisition of an asset which can be capitalized.
AM10 Asset Additions and Provide ability to track work in progress information for fixed/capital assets, regardless of
Management Maintenance whether the project has been completed.
AM11 Asset Depreciation Provide ability for depreciation method to be established by asset class type, groups of
Management assets, or individual assets.
AM12 Asset Depreciation Provide ability for the system to calculate and to allocate depreciation expense based on
Management the recorded funding source or agency-defined COA element or grant (i.e. other than
original funding source).
AM13 Asset Depreciation Provide ability to simulate and report on depreciation calculations for individual assets or a
Management group of assets without being required to post the results.
AM14 Asset Depreciation Provide ability to record an acquisition date and a depreciation start date without the dates
Management having to be the same.
AM15 Asset Disposal and Provide ability for agencies to dispose of assets by multiple disposition types and generate
Management Retirement proper accounting transactions based on disposition type.
AM16 Asset Disposal and Provide ability to split and distribute the proceeds of an asset disposition.
Management Retirement
AM17 Asset Disposal and Provide ability to track replacement needs for disposed assets.
Management Retirement
AM18 Asset Inquiry and Provide ability to generate a fixed asset register including original amount, accumulated
Management Reporting depreciation, etc.
AM19 Asset Inquiry and Provide ability to inquire or report on any field captured within asset management.
Management Reporting
AM20 Asset Physical Inventory Provide ability to create a tag list for physical inventory purposes (including location) with
Management the ability to export to Excel.
AM21 Asset Workflow Provide ability to enable workflow for asset transaction requiring additional approvals (e.g.,
Management disposition of certain assets, write-down of asset values, or as defined by the agency/state).
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PR01 Procurement Catalog Provide ability to support internal catalogs for warehouse/inventory items or catalogs for
Management contracted items.
PR02 Procurement Catalog Provide ability to upload vendor catalog data in various formats via the Internet using a
Management secure, structured process and subject to the appropriate approvals.
PR03 Procurement Catalog Provide ability for a catalog management tool for transforming and cleansing data,
Management importing and exporting content in a variety of formats, translating various XML formats,
etc.
PR04 Procurement Catalog Provide ability to support punch out/round trip and catalog functionality.
Management
PR05 Procurement Catalog Provide ability to calculate price discounts and accommodate tiered pricing for catalog and
Management contract items.
PR06 Procurement Catalog Provide ability for mass price updates by a percentage or by dollar to allow the purchasing
Management agent to schedule the price adjustments based on the contract terms.
PR07 Procurement Catalog Provide ability to allow for promotional pricing within a catalog where end users are
Management provided a promotional code to enter when placing the order from the contract/catalog.
PR08 Procurement Catalog Provide ability to attach and view vendor terms for catalog items (e.g., Minimum Order
Management Quantity).
PR09 Procurement Catalog Provide an online interface for vendors to update and maintain catalog data/content with
Management appropriate approval and effective dates.
PR10 Procurement Commodity Provide the ability to create, edit and search a commodity file.
Maintenance
PR11 Procurement Commodity Provide ability to support the use of NIGP and UNSPSC commodity code structures.
Maintenance
PR12 Procurement Commodity Provide ability to attach and remove files in industry standard formats to commodity records
Maintenance (e.g., GIF, JPG, XLS, DOC, PDF, URL link).
PR13 Procurement Commodity Provide ability for authorized users to add and associate key words in addition to the search
Maintenance strings within the commodity file.
PR14 Procurement Commodity Provide ability to select a commodity and display to the end user all vendors on contract for
Maintenance that commodity. The end user should have the ability to drill-down on the contracts for
further item information.
PR15 Procurement Commodity Provide ability to track goods purchased with recycled materials.
Maintenance
PR16 Procurement Contract Provide ability to build a contract using a repository of contract models, clauses,
Management specifications, terms, and conditions.
PR17 Procurement Contract Provide ability to convert awarded solicitations to approved contracts, following approval of
Management the award decision.
PR18 Procurement Contract Provide ability to support various contract periods, including multiple year contracts (e.g.,
Management those that span fiscal and/or calendar years).
PR19 Procurement Contract Provide ability to drill-down on the contract/agreement to see the detail of the line items
Management included in the contract/agreement and to view the specifics of each item.
PR20 Procurement Contract Provide ability to attach and remove files of various formats such as Word, spreadsheet,
Management images, etc. to a contract.
PR21 Procurement Contract Provide ability for users to review and print contract text and all attachments from within
Management the application.
PR22 Procurement Contract Provide ability to track multiple releases against a single encumbrance or contract.
Management
PR23 Procurement Contract Provide ability to track and monitor contractor insurance certificates, flag insurance
Management expiration dates for each contract line item and notify assigned contract manager.
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PR24 Procurement Contract Provide ability to track all purchase orders, receipts, adjustments, invoices, or other
Management reference documents related to each individual contract.
PR25 Procurement Contract Provide ability for authorized users to enter/track contract amendments and revisions
Management through contract versioning.
PR26 Procurement Contract Provide the ability to define a schedule of reporting due dates to each contract for the
Management vendor to provide performance reports to the state.
PR27 Procurement Contract Provide the ability to define custom fields associated with each contract performance report
Management event to capture vendor performance information.
PR28 Procurement Contract Provide ability to route newly created contracts and contract amendments for workflow
Management approvals based on dollar amount, contract type, organization, etc. and generate emails for
routing approved contract to vendor, agency, etc.
PR29 Procurement Procurement Card Support procurement cards (P-card) with pre-built interface(s) to credit card companies to
Processing record user P-card transactions as purchasing and financial transactions.
PR30 Procurement Procurement Card Provide ability to workflow procurement card transaction for review and to change Chart of
Processing Account Elements information for the line item details. (e.g. Change Cost Center, Project,
Fund).
PR31 Procurement Procurement Card Provide ability to generate accounting documents to distribute charges to the designated
Processing accounts.
PR32 Procurement Procurement Card Provide ability to track P-Cards purchases and items received by Vendor, Item, Agency, and
Processing Commodity.
PR33 Procurement Solicitation & Provide ability to develop models/templates to be used in the development of solicitations.
Bidding
PR34 Procurement Solicitation & Provide ability to create a new solicitation transaction by copying from a previous
Bidding solicitation transactions (all or part).
PR35 Procurement Solicitation & Provide ability to create and maintain addendums to the solicitation.
Bidding
PR36 Procurement Solicitation & Provide ability to attach and remove files of various formats such as Word, spreadsheet,
Bidding images, etc. to the solicitation document for publication.
PR37 Procurement Solicitation & Provide ability to create and maintain a vendor bid list based on commodity codes or other
Bidding factors.
PR38 Procurement Solicitation & Provide ability to route solicitations for workflow approval based on amount, solicitation
Bidding type, commodity, services, etc.
PR39 Procurement Solicitation & Provide ability to conduct solicitation via the State's web portal (e.g., post solicitation,
Bidding accept/respond to vendor Q&A, receive bid responses and related attachments) and issue
the resulting contract.
PR40 Procurement Solicitation & Provide ability to automatically send addendums to solicitations to those on a solicitation's
Bidding bid list, including those vendors who have viewed/downloaded the solicitation.
PR41 Procurement Solicitation & Provide ability for a vendor to withdraw a previous online bid submission and resubmit a bid
Bidding up to the bid closing time.
PR42 Procurement Solicitation & Provide ability for the vendor to receive an automatically generated Confirmation Number
Bidding upon submittal of the solicitation response or notify the vendor if the solicitation closing
date and time has expired.
PR43 Procurement Solicitation & Provide ability to establish evaluation criteria, assign weights to those criteria, and then
Bidding tabulate/evaluate responses by those criteria.
PR44 Procurement Solicitation & Provide ability to allow a purchasing agent to designate award vendor(s) in the tabulation
Bidding file based on total bid, by line item, or a combination thereof and issue separate
PO's/Contracts for each line item or group of line items.
PR45 Procurement Solicitation & Provide ability to cancel an award and/or re-award line items or entire award from the
Bidding original solicitation.
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PR46 Procurement Requisition Provide ability for authorized requestors to initiate a purchase requisition for goods and
Processing services via a Web browser and to inquire on the status of such requisitions.
PR47 Procurement Requisition Provide the ability to maintain line item detail for requisitions and subsequent procurement
Processing transactions, including item description, quantity requested, unit of measure, unit price, and
account distribution.
PR48 Procurement Requisition Provide ability to establish recurring transactions and transaction templates (e.g.,
Processing requisitions, solicitations, purchase orders, etc.).
PR49 Procurement Requisition Provide ability to create a new purchasing document (e.g., requisition, PO) from a previously
Processing created purchasing document.
PR50 Procurement Requisition Provide ability to support selection of a commodity through a variety of means including key
Processing words on commodity title and multiple item descriptions or directly from commodity
number (e.g., 3,5,11 digit).
PR51 Procurement Requisition Provide ability to restrict and control the items requestors can see and order.
Processing
PR52 Procurement Requisition Provide ability to attach and remove files in industry standard formats to requisition header
Processing or line items (e.g., GIF, JPG, XLS, DOC, PDF, URL link).
PR53 Procurement Requisition Provide ability to pre-encumber requisition amounts when purchase orders are generated,
Processing partially liquidate as requisitions are sourced to POs, and fully liquidate amounts as
requisitions are closed.
PR54 Procurement Requisition Provide ability to have a one to many or many to one relationship for requisition lines and
Processing accounting lines.
PR55 Procurement Requisition Provide ability to allocate expenditures by percent of total purchase requisition.
Processing
PR56 Procurement Requisition Provide ability to perform the following functions online for all types of purchase requests,
Processing with appropriate authority: add, change, and cancel (at the line and document level).
PR57 Procurement Requisition Provide ability for cross-referencing of purchase requisitions to the corresponding
Processing solicitation, purchase order, contract, asset, receiving report, and invoice.
PR58 Procurement Requisition Provide ability to carryover open requisitions to the following fiscal year.
Processing
PR59 Procurement Requisition Provide ability to allow to route requisitions for workflow approvals based on dollar amount,
Processing commodity, type of procurement, or organization.
PR60 Procurement Purchasing Order Provide ability for authorized personnel to initiate a PO for goods and services via online
Processing entry.
PR61 Procurement Purchasing Order Provide ability to create purchase orders from requisitions, solicitations, and contracts.
Processing Information from documents carries forward to the PO.
PR62 Procurement Purchasing Order Provide ability to create a single purchase order with line items from multiple purchase
Processing requisitions/solicitation.
PR63 Procurement Purchasing Order Provide ability to create multiple purchase orders with line items from a single purchase
Processing requisition/solicitation.
PR64 Procurement Purchasing Order Provide ability to generate a purchase order without first processing a purchase requisition.
Processing
PR65 Procurement Purchasing Order Create, manage, and close blanket orders and contracts.
Processing
PR66 Procurement Purchasing Order Provide ability for purchasing agents to insert Vendors Delivery Date or Service Start and
Processing End Dates.
PR67 Procurement Purchasing Order Provide ability to flag PO line items for capitalization (determination based on dollar amount
Processing and expenditure object code).
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PR68 Procurement Purchasing Order Provide ability to have a one to many or many to one relationship for PO lines and
Processing accounting lines.
PR69 Procurement Purchasing Order Provide ability to attach and remove files in industry standard formats to PO header or line
Processing items (e.g., GIF, JPG, XLS, DOC, PDF, URL link).
PR70 Procurement Purchasing Order Provide the ability to encumber purchase order amounts when purchase orders are
Processing generated, partially liquidate amounts as purchase orders are fulfilled, and fully liquidate
amounts as purchase orders are closed.
PR71 Procurement Purchasing Order Provide ability to update encumbrance based on change order.
Processing
PR72 Procurement Purchasing Order Provide ability to adjust or cancel a purchase order and generate appropriate corrections to
Processing the agency's financial management system.
PR73 Procurement Purchasing Order Accommodate tolerances of either percentages or dollar amounts for purchase orders,
Processing including changes.
PR74 Procurement Purchasing Order Provide ability to define auto-close parameters, based on dollar amount remaining and last
Processing activity.
PR75 Procurement Purchasing Order Provide ability to automatically close a purchase order when all commodities/services are
Processing received and the final invoice is paid.
PR76 Procurement Purchasing Order Provide ability to carryover open purchase orders to the next fiscal year.
Processing
PR77 Procurement Purchasing Order Provide ability to issue a purchase order via hard copy, email, or other electronic means.
Processing
PR78 Procurement Purchasing Order Provide ability to issue a change order to a purchase order following issuance to the vendor
Processing to add, change, or delete line items, quantities, etc.
PR79 Procurement Purchasing Order Provide ability to allow to route purchase orders for workflow approvals based on dollar
Processing amount, commodity, type of procurement, or organization.
PR80 Procurement Purchasing Order Provide ability to route purchase order changes (i.e., change orders) through workflow for
Processing approval.
PR81 Procurement Purchasing Order Provide ability for end-users to lookup PO by searchable fields from PO header or line
Processing information (e.g., Purchasing Agent, Contract Number, PO Number, Date, Agency,
Department, User, Vendor Name, Vendor ID, Commodity Code, Stock Number).
PR82 Procurement Receiving Provide ability for decentralized receipt of goods and services to be recorded online in an
electronic receiving report by authorized personnel, resulting in an immediate update of the
purchase order status to reflect the receipt of goods.
PR83 Procurement Receiving Provide ability for the system to support an automated matching process with flexibility to
determine by order type whether a Two-Way, Three-Way, or Four-Way Match (i.e., Contract,
Purchase Order, Invoice and Receiving Report) is required.
PR84 Procurement Receiving Provide ability for a successful match, if all match criteria are met, to liquidate the
encumbrance and establish a voucher payable.
PR85 Procurement Receiving Provide ability to carry forward specified data captured on the purchase requisition and
purchase order to the receiving report to reduce data entry.
PR86 Procurement Receiving Provide ability for receivers to select outstanding purchase orders, by Vendor enabling the
selection of the correct PO for receipt.
PR87 Procurement Receiving Provide ability to record multiple receipts against one PO or PO Line.
PR88 Procurement Receiving Provide ability to flag items for fixed asset processing upon receipt of goods.
PR89 Procurement Receiving Provide ability to capture items such as Lot Number, Serial Number, Asset Tag Number, and
Expiration Date at time of receipt.
PR90 Procurement Receiving Provide ability to reverse a receipt transaction and reverse all other actions triggered by the
original receipt with proper authorization.
PR91 Procurement Receiving Provide ability to set price and quantity tolerances for matching purposes.
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PR92 Procurement Receiving Provide ability to process a Return Goods Authorization (electronic or hard copy) for
materials to be returned.
PR93 Procurement Reporting and Provide ability for purchasing agents/buyers to view workload via dashboards, including
Inquiry dashboards for various solicitation types, as well as contracts and POs, issued, in process,
etc.
PR94 Procurement Reporting and Provide ability to view all purchasing information online (e.g., requisitions, POs, receipts,
Inquiry vouchers).
PR95 Procurement Reporting and Provide ability to report spend data by contract, commodity, organizational unit, or vendor.
Inquiry
PR96 Procurement Reporting and Provide ability to drill down on report values to see detailed transactions within the
Inquiry purchasing system.
PR97 Procurement Reporting and Provide ability to produce an aging report for purchases (e.g., open purchase orders without
Inquiry receipt of goods).
PR98 Procurement Vendor File Provide ability to share a statewide vendor file with ability to maintain multiple contacts and
locations by agency.
PR99 Procurement Vendor File Provide ability to access (e.g., identify, record, inquire, report), and/or maintain vendor
information by TIN, SSN, or other unique identifier.
PR100 Procurement Vendor File Provide ability to warn if a vendor is already registered. Provide ability to check various
fields to view duplication, including but not limited to: TIN, Name, DBA
PR101 Procurement Vendor File Provide ability to place a vendor on hold and capture a hold reason code.
PR102 Procurement Vendor File Provide ability to attach and remove documents to vendor records.
PR103 Procurement Vendor File Provide ability to associate contract awards to each vendor to maintain a list of all contracts
awarded to that vendor.
PR104 Procurement Vendor File Provide ability to identify a vendor as confidential so that no one can view or report on that
vendor's information except individuals with proper security.
PR105 Procurement Vendor File Provide ability to maintain an online audit trail of changes to the vendor master file
including date, time, and user.
PR106 Procurement Vendor File Provide ability to track changes in vendor names and/or vendor numbers and retain cross-
reference history.
PR107 Procurement Vendor File Provide ability to maintain multiple remittance addresses for vendors and allow selection of
a select a different remittance address at any time during the payment process.
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PY01 Payroll Annual Processing Provide the ability to process W-2s, duplicate W-2s, W-2Cs and 1095s, including W-2s and
1095s for current and multiple past years, with the ability to print by agency/department by
employee; and have ESS capability for employees to view, print, or reprint their W-2s and/or
1095s.
PY02 Payroll Audit and Controls Provide the ability to produce a payroll proof list for each payroll with specified expected
minimum and maximum hours and amounts by user-specified breakouts (agency,
organizational unit, etc.).
PY03 Payroll Audit and Controls Provide the ability to produce a payroll proof list for each payroll with validations at field
level for online and batch input.
PY04 Payroll Deductions and Provide the ability to calculate deductions and state contributions based on rules
Withholdings established in Benefits Administration.
PY05 Payroll Deductions and Provide the ability to calculate tax amounts in compliance with any and all Federal, State
Withholdings and local taxes and any additional amounts as specified by employees.
PY06 Payroll Deductions and Provide the ability to process other deductions including miscellaneous deductions, credit
Withholdings unions, state specified, charitable, and garnishment processing.
PY07 Payroll Inquiry and Provide the ability to produce and maintain a payroll register, deduction and earning report
Reporting with drilldown capabilities.
PY08 Payroll Inquiry and Provide the ability to produce and maintain multiple standard payroll reports based on
Reporting agency specified criteria.
PY09 Payroll Inquiry and Provide the ability to produce and maintain data files with month-to-date, quarter-to-date,
Reporting and fiscal and/or calendar year-to-date totals.
PY10 Payroll Payroll Calculation Provide the ability to calculate and verify overtime based on FLSA rules, State regulations
and contracts, with override capabilities.
PY11 Payroll Payroll Calculation Provide the ability to calculate pay and per diem for National Guard State Active Duty
personnel on a daily basis, at the equivalent of what they would earn while on Federal
active duty.
PY12 Payroll Payroll Calculation Provide the ability to calculate pay rates based on hourly, salaried, or per diem, including
weekly, bi-weekly, and monthly employees.
PY13 Payroll Payroll Accounting Provide the ability to associate salaries, deductions, taxes, and pay types with a valid chart
of account distribution; and calculate amounts split to multiple account distributions by
percentage or time allocated in timekeeping.
PY14 Payroll Payroll Processing Provide the ability to process weekly, biweekly, monthly, and supplemental (on demand)
pay cycles.
PY15 Payroll Payroll Processing Provide the ability to run payroll for select groups of employees or processing events.
PY16 Payroll Payroll Processing Provide the ability to process retroactive pay adjustments and update all payroll history and
labor distributions.
PY17 Payroll Payroll Processing Provide the ability to recover overpayments, including one time or installments.
PY18 Payroll Payroll Processing Provide the ability to run a "proof" payroll process for agencies to review before final payroll
is processed.
PY19 Payroll Self-Service Provide the ability for employees to see remittance advice online, enter and change direct
deposit information, and request duplicate W-2s and/or 1095s.
PY20 Payroll Self-Service Provide the ability for employees to model what-if net pay scenarios, including
determining proper W-4 and other tax withholdings.
PY21 Payroll Workflow Provide the payroll workflow capabilities, including the ability for approval and routing of
selected payroll events.
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AS01 Applicant Applicant Tracking Provide ability for applicants to apply to multiple jobs (across agencies) and capture
Services education, experience, references, and resume data (including uploading resumes).
AS02 Applicant Applicant Tracking Provide ability for applicants to create an interest profile and to be notified when jobs fitting
Services their profile are available, within an agency or statewide.
AS03 Applicant Applicant Tracking Provide ability to define application forms (web-based) and steps in the hiring process based
Services on job specifications.
AS04 Applicant Applicant Tracking Provide ability to track status of applicants tied to each individual certification and
Services optionally share the updated status with any other certification lists, within an agency or
statewide.
AS05 Applicant EEO Provide ability to designate EEO related staffing events for review/approval, based on
Services defined criteria.
AS06 Applicant EEO Provide ability to track and report against affirmative action hiring goals and statistical
Services performance measures.
AS07 Applicant Inquiry and Provide ability to conduct full text searches, including degree, certificates, training skill,
Services Reporting competency specified on resume, application, job listing, etc.
AS08 Applicant Inquiry and Provide ability to produce and distribute a searchable certified list of applicants meeting
Services Reporting minimum requirements for a vacancy based on candidate selection method in rank order.
AS09 Applicant Inquiry and Provide ability to query and report on any data element associated with Registers and
Services Reporting Eligibility lists.
AS10 Applicant Job Authorization Provide the ability to post and maintain job postings on a website, including limiting jobs to
Services Requests and internal candidates, posting to third party sites, and controlling the information included in
Tracking the job posting, within an agency or statewide.
AS11 Applicant Job Authorization Provide the ability to initiate a request to fill a position vacancy and electronically route for
Services Requests and approval within the agency and to proper hiring authorities within the agencies and
Tracking statewide.
AS12 Applicant Job Authorization Provide the ability to support multiple types of job openings and track information for
Services Requests and expired or filled postings.
Tracking
AS13 Applicant Recruiting Provide ability to track recruiting prospects and query the recruitment database for all data
Services elements including sources and events, within and/or across agencies.
AS14 Applicant Recruiting Provide ability to define geographic recruiting regions.

Services
AS15 Applicant Register and Provide the ability to create, approve, certify, and maintain registers for vacant positions,
Services Eligibility List including workflow of the approval and certification process.
Management
AS16 Applicant Register and Provide the ability to create, certify eligibility, and maintain eligibility lists for individuals for
Services Eligibility List a register.
Management
AS17 Applicant Self-Service Provide ability for applicants to complete job applications and track all activities associated
Services with the application process online.
AS18 Applicant Self-Service Provide ability for an online response by the applicant to supplemental questions depending
Services on the job applied for (common questions pertaining to skills, licenses and/or certifications,
benefits, etc.).
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AS19 Applicant Testing and Exams Provide ability to calculate a final score once all testing components are completed to
Services enable placement on the register for each classification applied for, using agency-defined
variables.
AS20 Applicant Testing and Exams Provide ability to create an online test that can be routed through approval levels and
Services posted in real time.
AS21 Applicant Testing and Exams Provide ability to create results notification templates with automatic completion of
Services variables, based on user-defined criteria.
AS22 Applicant Testing and Exams Provide ability to link tests with specific job classes, and change the exam/job class
Services relationship in real time or at a future date.
AS23 Applicant Testing and Exams Provide ability to manage the administration of tests to include: computer based, oral, skills
Services based, training and work experience, and written.
AS24 Applicant Testing and Exams Provide ability to create types of test questions to include: audio, computer adaptive testing
Services Content (CAT), flash modules, multiple choice, photographs, software simulations, and true or false.
Management
AS25 Applicant Testing and Exams Provide ability to have a searchable question pool grouped by category and/or by skill level.
Services Content
Management
AS26 Applicant Workflow Provide the ability to route approvals for all aspects of the hiring process (job postings,
Services registers, etc.) and provide applicant notifications based on agency-defined options.
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BA01 Benefits Inquiry and Provide ability to produce vendor reports that provide information on detailed and summary
Administration Reporting levels of various pertinent data regarding plans, participants, etc.
BA02 Benefits Inquiry and Provide online access to current and historical employee/participant information.
Administration Reporting
BA03 Benefits Inquiry and Provide ability to produce annual premiums report by plan and plan type.
Administration Reporting
BA04 Benefits Inquiry and Provide ability to produce report listing participants and projected premiums for specified
Administration Reporting period(s) and specified plans.
BA05 Benefits Plan Administration Provide ability to support multiple versions of state-sponsored benefit plans based on
Administration effective dates. Plans to include health, dental, life, retirement, and supplemental
insurance.
BA06 Benefits Plan Administration Provide ability to handle Flexible Spending Account (FSA) contributions by prorating the
Administration deduction of the remaining schedule of the plan year.
BA07 Benefits Plan Administration Provide ability to handle missed insurance premiums by creating an arrearage for missing
Administration premium, and setup payment plans or one time payments for arrearage.
BA08 Benefits Plan Administration Provide ability to track current and historical beneficiary information (including multiple
Administration beneficiaries per insurance product) visible to the insured and plan administrator.
BA09 Benefits Plan Administration Provide ability to track and report demographic and enrollment data for analysis of specific
Administration plans.
BA10 Benefits Plan Costs Provide the ability to accumulate plan costs by one or a combination of factors, such as:
Administration accounting distribution, benefit type, benefit plan, plan year, agency, vendor, etc.
BA11 Benefits Plan Costs Provide ability to apply retroactive changes to plans and plan costs.
Administration
BA12 Benefits Plan Costs Provide the ability to have a flexible means of calculating employee/agency premium costs
Administration or contribution amounts.
BA13 Benefits Plan Costs Provide ability to include at least the following methods of calculating employee/agency
Administration premium costs or contribution amounts: 9/12 calculation (nine month appointment paid
over twelve, etc.) 10/12 calculation, and 11/12 calculation including administration of
escrow balance.
BA14 Benefits Plan Costs Provide ability to maintain employee and employer insurance premium cost, by plan year,
Administration for various type of insurance plans offered.
BA15 Benefits Plan Eligibility Provide ability for automated detection of expiration of insurance eligibility (on Leave
Administration Without Pay, Layoff, etc.) and subsequent termination of enrollment based on pre-defined
criteria. Automatically provide notifications advising of pending cancellation.
BA16 Benefits Plan Eligibility Provide ability for flexible eligibility rule determination, eligibility events, and control of
Administration types of enrollment.
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BA17 Benefits Plan Eligibility Provide ability to automatically generate notifications (email or letter) to participants based
Administration on certain events, with the ability to change ages and notifications in the future as needed.
BA18 Benefits Plan Eligibility Provide ability to override benefits eligibility requirements based on agency-defined criteria.
Administration
BA19 Benefits Plan Eligibility Provide ability to process "cross-reference" eligibility for policy holder and dependents
Administration (State and non State participating entities) for certain types of benefits.
BA20 Benefits Plan Eligibility Provide ability to process split eligibility (both spouses both work for the State, one spouse
Administration works for state and other works for participating entity, one spouse works for state and one
is retired state) for certain types of benefits based on agency/state defined options.
BA21 Benefits Retiree Processing Provide ability for business rule creation that links retirement plans to retiree health
Administration coverage plans, including age and years of service requirements.
BA22 Benefits Retiree Processing Provide ability to include and process retirees benefits, including separate plans, eligibilities,
Administration and enrollment periods based on state defined rules.
BA23 Benefits Self-Service Provide ability for employee/participant to access open enrollment and update benefits
Administration administration functions via self-service.
BA24 Benefits Self-Service Provide ability to allow for employees to self-enroll and update status in seminars and
Administration special events for wellness and employee assistance programs.
BA25 Benefits Self-Service Provide ability to link to third party administrators or benefit providers as appropriate to
Administration provide detailed information as available.
BA26 Benefits Vendor / Contract Provide ability to transfer whole groups to new vendor coverage.
Administration Administration
BA27 Benefits Workflow Provide ability to provide multi-step workflow for all benefits administration events (e.g.
Administration enrollment, qualifying event, stop coverage).
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CC01 Classification and Classification / Provide ability to have salary schedules be maintained by job classification or as defined in
Compensation Reviews / Audits statute, and maintain effective dates to allow for future adjustments.
CC02 Classification and Classification / Provide ability to establish a hierarchy of Job Category - Job Class - Position.
Compensation Reviews / Audits
CC03 Classification and Classification / Provide ability to facilitate audit of job class and /or position descriptions based on agency
Compensation Reviews / Audits or state defined criteria.
CC04 Classification and Classification / Provide ability to identify whether the job class is a new or replacement class when a
Compensation Reviews / Audits reclassification is performed.
CC05 Classification and Classification / Provide ability to maintain a complete history associated with all review/audit activity.
Compensation Reviews / Audits
CC06 Classification and Classification / Provide ability to track job classification audits and notify agency HR representatives and
Compensation Reviews / Audits (optionally) position incumbents potentially impacted by changes based on agency or
statewide criteria.
CC07 Classification and Classification / Provide ability to track personnel action (e.g., reclassification, reallocation) by agency or
Compensation Reviews / Audits state defined criteria.
CC08 Classification and Inquiry and Provide ability to analyze components of employee compensation by agency or state
Compensation Reporting defined criteria.
CC09 Classification and Inquiry and Provide ability to calculate aggregated classification statistics for a agency-defined time
Compensation Reporting period.
CC10 Classification and Inquiry and Provide ability to generate compensation reports (e.g., mean salary, standard deviations,
Compensation Reporting pay schedule) by employee characteristics.
CC11 Classification and Inquiry and Provide ability to project annual salary (gross and net) and benefit costs for the year by
Compensation Reporting agency and/or state defined criteria.
CC12 Classification and Inquiry and Provide ability to support "what if" analysis on proposed classification and/or compensation
Compensation Reporting changes.
CC13 Classification and Inquiry and Provide ability to track actual costs and benefits of each employee, including regular salary
Compensation Reporting and wages, and all State paid costs by the various groups such as organizational unit, fund,
budget unit field, or other chart of accounts fields.
CC14 Classification and Pay Rate Provide ability for the State to designate a "policy" rate (a rate set between minimum and
Compensation Maintenance maximum).
CC15 Classification and Pay Rate Provide ability to determine eligibility for salary increases by agency and/or state defined
Compensation Maintenance criteria.
CC16 Classification and Pay Rate Provide ability to generate additional pay based on agency and or stated defined criteria.
Compensation Maintenance
CC17 Classification and Pay Rate Provide ability to maintain salary tables (hourly, biweekly, monthly, and/or manually) for
Compensation Maintenance multiple schedules with varying hours (20, 40, 80, etc.), and varying week start and end
dates for comp/overtime calculations.
CC18 Classification and Pay Rate Provide ability to store salary data for agency-defined employee groups.
Compensation Maintenance
CC19 Classification and Workflow Provide ability to maintain agency-defined approval mechanisms for all compensation
Compensation changes (base rate, additional pay, etc.) and classification changes (reclassification,
reallocation, request to fill, etc.) by organization unit.
CC20 Classification and Workflow Provide ability to route all compensation changes to designated agencies for approval.
Compensation
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PC01 Position Control Costing and Budget Provide ability to model reorganizations at various levels of the organizational hierarchy
Projections including moving agencies statewide or departments within an agency.
PC02 Position Control Costing and Budget Provide ability to calculate salary requirements for positions by each chart of accounts
Projections element (e.g., appropriation, fund, agency, project, grant) for positions (to be deleted, new,
filled, vacant, etc.).
PC03 Position Control Costing and Budget Provide ability to perform "what-if" cost analysis for all budgeting and staffing control
Projections functions (e.g., proposed salary increases, reclassifications, salary adjustments).
PC04 Position Control Inquiry and Provide ability to generate a change report that compares position data between versions.
Reporting Once the agency makes its changes, provides a report that displays those changes.
PC05 Position Control Inquiry and Provide ability to produce a "what if" organization chart for all or selected portions of the
Reporting State, agency, program or function to show the affects of potential reorganizations,
reclassifications, layoffs, etc. The org chart should be configurable by reporting budget, COA
elements, and determination on what elements show on the org chart (names, positions
only, etc.).
PC06 Position Control Inquiry and Provide ability to report/inquire on all aspects of positions by agency and/or statewide.
Reporting
PC07 Position Control Position Provide ability to generate unique position numbers within an agency and/or statewide.
Maintenance
PC08 Position Control Position Provide ability to assign and track multiple requirements for positions (e.g., physical
Maintenance requirements/restrictions, licenses, fingerprinting, drug program, criminal history,
certifications, language requirements).
PC09 Position Control Position Provide ability to capture and manage all aspects of positions including FLSA status, job
Maintenance class, job type, relevant dates, position description, etc.
PC10 Position Control Position Provide ability to designate a primary position when an employee occupies more than one
Maintenance position.
PC11 Position Control Position Provide ability to have a chronological history (e.g., reverse chronological order) of
Maintenance authorized positions and all position actions.
PC12 Position Control Position Provide ability to link personnel transactions to Position Control, such that position and
Maintenance payroll data is verified/updated at the completion of each transaction (e.g., new hire,
termination, transfer).
PC13 Position Control Position Provide ability to maintain multiple agency/state defined position types.
Maintenance
PC14 Position Control Workflow Provide ability for workflow routing of position change requests to various staff members for
approval by agency.
PC15 Position Control Workflow Provide ability to route all position action requests to designated agencies for approval.
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EP01 Employee Employee Provide ability to define the format and content of the annual employee performance plan
Performance Evaluations including specifying performance criteria and performance measurement standards.
EP02 Employee Employee Provide ability to randomly select a user-specified percentage of employee performance
Performance Evaluations evaluations for the annual audit process, including the ability to add audit response scores
and comments.
EP03 Employee Employee Provide ability to create a set of instruction guidelines for each performance criteria and
Performance Evaluations each performance evaluation form as defined by individual agencies and/or organizational
units.
EP04 Employee Employee Provide ability to supplement standard performance evaluation forms (online and printed)
Performance Evaluations with agency-defined information.
EP05 Employee Employee Provide ability to automatically update performance evaluation rules based on any
Performance Evaluations personnel action that may occur.
EP06 Employee Inquiry and Provide ability to produce statewide and agency statistical analysis of annual evaluation
Performance Reporting ratings by EEO categories and employee groups.
EP07 Employee Inquiry and Provide ability to produce a report of all performance evaluations due in a user-specified
Performance Reporting period of time, by type of performance evaluation, taking into consideration any leave
statuses (e.g., FMLA, disability).
EP08 Employee Inquiry and Provide ability to query performance evaluation status and outcomes by organizational unit,
Performance Reporting supervisor and/or manager and produce comparable statistics (% evaluations late,
evaluation scores, etc.).
EP09 Employee Performance Goals Provide ability to track multiple types of probation associated with a position, an employee,
Performance or invoked through specified personnel actions based on agency or state defined rules.
EP10 Employee Workflow Provide ability to generate e-mail notifications or letters to supervisors based on schedule of
Performance events for each evaluation cycle.
EP11 Employee Workflow Provide ability to have workflow that follows schedule of events for review and approval.
Performance
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ER01 Employee Appeals and Provide ability to create steps and periods (timeframes) for each step in the appeals process
Relations Hearings (e.g., filing, pre-hearing, motion, evidentiary hearing, interim order, exceptions filing,
mediation, final order, appeals outcome).
ER02 Employee Appeals and Provide ability to track appeals filed by employees (e.g., dismissal, discipline, performance
Relations Hearings evaluation, applicant rejection, register removal, demotion, involuntary transfer,
reallocation, records inspection, suitability determination, suspension, layoff,
reclassification, or discrimination), including steps and resolution of the appeal.
ER03 Employee Appeals and Provide ability to track types of resolutions by employee and mediation status by state
Relations Hearings and/or agency-defined criteria.
ER04 Employee Disciplinary Actions Provide ability to set up and track action codes with multiple dates (date completed,
Relations effective date, end date) of all disciplinary actions and associated information.
ER05 Employee Disciplinary Actions Provide ability to enter and track information in an employee's file related to a disciplinary
Relations action including dates, reasons, etc.
ER06 Employee Disciplinary Actions Provide ability to control disciplinary actions by level of authority.
Relations
ER07 Employee Disciplinary Actions Provide ability to track multiple employee incidents with description of reason(s) for
Relations proposed disciplinary action, statute, rule paragraph and section violated with automated
routing to HR, supervisors, appointing authority, or authorized official.
ER08 Employee Inquiry and Provide ability to inquire or generate ad hoc reports by employee, problem solving action,
Relations Reporting complaint or disciplinary action type, status, and multiple dates.
ER09 Employee Inquiry and Provide ability to report on number, type, and outcome of problem solving actions,
Relations Reporting disciplinary actions, and complaints.
ER10 Employee Inquiry and Provide ability to track and report on disciplinary actions, complaints and problem solving
Relations Reporting actions by agency and/or state specified criteria.
ER11 Employee Problem Solving Provide ability to automatically assign a unique number to each problem solving action, or
Relations and Employee to accept input of a problem solving action/docket number assigned by an organization unit.
Complaints
ER12 Employee Problem Solving Provide ability to track information, category and status of all complaints and problem
Relations and Employee solving actions.
Complaints
ER13 Employee Problem Solving Provide ability to define steps in the complaint and problem solving action process with
Relations and Employee required information for each step, including development of a schedule which identifies
Complaints key dates, events, and required participants.
ER14 Employee Problem Solving Provide ability to track settlement type by agency and employee.
Relations and Employee
Complaints
ER15 Employee Problem Solving Provide ability to track, route, and summarize EEO and human rights related complaints
Relations and Employee (e.g., discrimination, sexual harassment, reasonable accommodations).
Complaints
ER16 Employee Workflow Provide ability to provide configurable workflow for the routing of employee problem solving
Relations actions, disciplinary actions, complaints and dispute / appeal processes based upon agency-
defined criteria.
ER17 Employee Workflow Provide ability to route workflow information to appropriate departments based upon
Relations settlement type (e.g. payroll needs the information related to a status of back pay or
retroactive pay).
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LM01 Learning Certification - Provide ability to allow for a variable number of requirements to be entered per
Management Continuing designation/certification.
Education
LM02 Learning Certification - Provide ability to maintain and show various requirements and dates for a
Management Continuing designation/certification.
Education
LM03 Learning Certification - Provide ability to change the thresholds (hours to certify, duration of certification, etc.) per
Management Continuing certification requirements with effective dates.
Education
LM04 Learning Inquiry and Provide ability for employees and non-employees to export their own training record to PDF,
Management Reporting e-mail, Excel, or Word, including classes and class information (dates, class identifier, etc.).
LM05 Learning Inquiry and Provide ability to analyze training participation for designated agency-defined groups,
Management Reporting including amount spent to train groups, number of courses offered, enrollment, participation
and number of hours of training successfully completed.
LM06 Learning Inquiry and Provide ability to have flexible queries and analysis of session, class, course, program and
Management Reporting outside training information.
LM07 Learning Inquiry and Provide ability to produce a modifiable certificate of training completion for those
Management Reporting completing the training.
LM08 Learning Inquiry and Provide ability to track and report upon completion of a lesson, class, course, program, or
Management Reporting outside training for certifications, continuing education, licenses, etc.
LM09 Learning Self-Service Provide ability for employees and non-employees to view and search the course catalog and
Management schedule of training sessions, and register for available courses.
LM10 Learning Training Provide ability to calculate the number of training sessions required to train various
Management Administration populations according to user-defined criteria and provide results to training coordinators to
utilize for scheduling and enrollment.
LM11 Learning Training Provide ability to create flexible courses, course schedules, programs, and classes; including
Management Administration designation of instructors, locations, dates, class sizes, etc.
LM12 Learning Training Provide ability to electronically notify instructors and enrollees, for each training session, of
Management Administration specified aspects of the class or changes to the class.
LM13 Learning Training Provide ability to match trainee special needs with facility accommodations.
Management Administration
LM14 Learning Training Provide ability to monitor enrollment in classes, including employees prevented from
Management Administration enrolling due to failure to meet prerequisite requirements, with an override capability to
relax restriction of enrollment prerequisites.
LM15 Learning Training Provide ability to record class and instructor evaluation metrics and scores collected at the
Management Administration session or received after the session via e-mail or web-enabled entry.
LM16 Learning Training Provide ability to track employee training and enrollment (current and historical) in classes,
Management Administration courses, programs, and outside training, including Continuing Professional Education (CPE),
Continuing Legal Education (CLE), or Board of Accountancy courses.
LM17 Learning Training Costs Provide ability to track and report budget and statistical information such as fund, revenue
Management source, number of persons per workshop, date of workshop, priority rating, training date,
justification statements, organization, program, etc.
LM18 Learning Training Costs Provide ability to track and report direct costs for training, including cost for instructors,
Management venue cost, travel expenses, materials, etc.
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LM19 Learning Training Costs Provide ability to track and report indirect costs for training, including employee time by
Management classification, hourly cost linked to a salary table, etc.
LM20 Learning Training Needs Provide ability to analyze aggregate training needs based on competency deficiencies,
Management Assessment strategic plans, performance assessments, test and evaluation, statutes and policy
development and technology platform changes.
LM21 Learning Training Needs Provide ability to analyze training needs for individuals, organization units or statewide
Management Assessment based upon the gap between individual skills and competency or skill requirements by job
class or position.
LM22 Learning Training Needs Provide ability to assign training requirements to a job class, position, organization unit or
Management Assessment other agency-defined criteria and then assess training needs of individuals within those
parameters.
LM23 Learning Training Program Provide ability to track resources needed to deliver a training course (e.g., projector, printed
Management and Course materials).
Development
LM24 Learning Training Program Provide ability to track the grade or score achieved (pass/fail, percentile score, grade,
Management and Course complete/incomplete, etc.) by an attendee.
Development
LM25 Learning Training Program Provide ability to maintain an instructor profile and track relevant information (e.g.,
Management and Course certifications, performance data) for instructor qualifications to deliver a specific course.
Development
LM26 Learning Training Program Provide ability for the definition of a standard education and career development curriculum
Management and Course based on position, skill category, and other criteria. Allows supervisors to work with their
Development subordinates to establish a career development plan specific to each particular employee.
LM27 Learning Tuition Provide ability to support a tuition reimbursement program.

Management Reimbursements
LM28 Learning Tuition Provide ability to track situations where employee is required to maintain employment for a
Management Reimbursements certain period of time after the completion of training and notify designated personnel when
employee terminates prior to the time period (tuition waivers).
LM29 Learning Workflow Provide ability to establish flexible approval routing/workflow for all training events,
Management including requests, approval to attend, completion notices, etc.
LM30 Learning Workflow Provide ability to produce notifications to instructors and registered participants of conflicts
Management or changes regarding training schedules or training facilities.
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TL01 Time and Labor Inquiry and Provide ability to produce a report that details scheduled hours, time worked, leave usages,
Reporting leave balances, etc., on a daily basis for each pay period for every employee.
TL02 Time and Labor Inquiry and Provide ability to produce a report that provides total scheduled hours, time worked, total
Reporting leave usages (per type) and total overtime hours by cost center, division, interdepartmental
group, or agency.
TL03 Time and Labor Inquiry and Provide ability to produce exception reports after time input that will capture a variety of
Reporting incidents such as: no time for active employee, excessive overtime, unapproved
timesheets, etc.
TL04 Time and Labor Labor Distribution Provide ability to adjust the distribution of the full cost of staff time and associated benefits
and other costs, hours, and FTEs to organization units, appropriations/funds, projects, or
programs, based on agency-defined business rules.
TL05 Time and Labor Labor Distribution Provide ability to allocate labor expense and other payroll liabilities to the chart of accounts
elements and other data fields.
TL06 Time and Labor Labor Distribution Provide ability to apply labor distribution rules based on agency-maintained effective dates,
retaining historical views for human capital cost, hours, and FTEs rules and calculations by
program, grant, work order, revenue source, appropriations/funds, organization and other
parameters.
TL07 Time and Labor Labor Distribution Provide ability to establish default coding templates for labor distribution based on business
defaults.
TL08 Time and Labor Labor Distribution Provide ability to make mass corrections/updates to groups of labor distribution transactions
selected by key fields.
TL09 Time and Labor Labor Distribution Provide ability to specify distribution percentages when multiple account distributions are
charged (or the use of actual hours by account distributions).
TL10 Time and Labor Resource Schedule Provide ability to allow each agency to create work shifts and work schedules of variable
duration.
TL11 Time and Labor Resource Schedule Provide ability to assign work schedules to individuals, employee groups, and employees of
an agency and/or state-specified organization unit.
TL12 Time and Labor Resource Schedule Provide ability to change scheduled beginning time and scheduled ending time on a daily
basis based on actual time periods worked.
TL13 Time and Labor Resource Schedule Provide ability to define work and seasonal schedules by agency, organization unit or job
class. (Work schedule = typical work days, such as 8 hours/day Monday - Friday or 10
hours/day Monday - Thursday.)
TL14 Time and Labor Resource Schedule Provide ability to edit work schedules against business rules that may vary by agency,
organization code, or job class.
TL15 Time and Labor Time Administration Provide ability to allow employees and employee groups to be processed based on positive
or exception time entry.
TL16 Time and Labor Time Administration Provide ability to allow for the processing of time from two different calendar or fiscal years
at the same time.
TL17 Time and Labor Time Administration Provide ability to make mass changes for a single employee or group of employees within
an interval of time and make any necessary corresponding adjustments to employee
records, leave or pay balances.
TL18 Time and Labor Time Approval Provide ability to allow agencies, organizations, units, programs, grants and supervisors to
"lock" timesheets submitted for review and approval to prevent further update by
employees; conversely, continue to allow updates and require re-approval.
TL19 Time and Labor Time Approval Provide ability to configure a flexible time approval process by agency, organization unit,
program, grant, position, and employee.
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TL20 Time and Labor Time Capture / Provide ability to allow employees to enter multiple time records for a 24-hour period (e.g.,
Entry multiple in/out records), including varying periods of time worked, projects and account
distributions worked within a given shift.
TL21 Time and Labor Time Capture / Provide ability to create flexible time capture including use of work schedules, default
Entry account distributions, entry of units as well as hours, or use of various methods of time
entry (web entry, mobile device, etc.).
TL22 Time and Labor Time Capture / Provide ability to automatically determine holiday hours for hourly employees based on
Entry hours worked in calendar month, master calendar, and hours available for work based on
business rules (e.g., prorate holiday hours based on hours worked).
TL23 Time and Labor Time Capture / Provide ability to automatically generate pay adjustment transactions when necessary
Entry based on retroactive data entered (e.g., hours entered result in overtime in a prior pay
period).
TL24 Time and Labor Time Capture / Provide ability to calculate/verify overtime hour eligibility based on agency/state defined
Entry rules.
TL25 Time and Labor Time Capture / Provide ability to capture time for permanent, temporary, part-time, full-time, seasonal
Entry employees and other non-employee types (e.g., volunteers, contractors).
TL26 Time and Labor Time Capture / Provide ability to apply default employee profile and schedule information during the
Entry timekeeping function.
TL27 Time and Labor Time Capture / Provide ability to calculate a shift differential amount based on hours worked during certain
Entry shifts based on agency/state defined parameters.
TL28 Time and Labor Time Capture / Provide ability to generate default hours for exception-based employees based on
Entry agency/state defined profiles (e.g., work schedules, employment status).
TL29 Time and Labor Time Capture / Provide ability to input changes and corrections to time and hours types and other time
Entry capture information both during and after payroll reporting periods (retroactive corrections)
based on time-based business rules and editing.
TL30 Time and Labor Workflow Provide ability to automatically generate and route exception reports from time processing
to designated staff for review and action, providing email and other alerts.
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LM01 Leave Inquiry and Provide ability to calculate leave value, as of any point in time, to support GASB 34
Management Reporting reporting of leave liability and transfer the data to the GL module for posting the accrual
transaction.
LM02 Leave Inquiry and Provide ability to generate exception reports after time input that will capture leave events
Management Reporting such as: comp time taken in the period, leave time taken in a period, leave payout, etc.
LM03 Leave Inquiry and Provide ability to produce a report each pay period listing all employees' sick, annual, and
Management Reporting other leave balances (Leave Balance Report).
LM04 Leave Leave Provide ability to have a variety of agency/state defined leave classifications such as annual
Management Administration leave, administrative leave, sick leave, including descriptions, business rules, and approval
requirements.
LM05 Leave Leave Provide ability to support the use of unlimited number of leave types with or without
Management Administration balance accruals and associated business rules that may vary by agency or organization
unit.
LM06 Leave Leave Provide ability to forward applicable leave balances to Public Employment Retirement
Management Administration System of Idaho (PERSI) upon separation with the State for the conversion of service credits
within the retirement system.
LM07 Leave Leave Calculations Provide ability to define leave accrual calculation and usage rules based on combinations of
Management and Payments variables, by leave type (with an override capability) based on flexible state/agency-defined
criteria.
LM08 Leave Leave Calculations Provide ability to allow leave payments for leave earned but not taken (e.g., active military
Management and Payments duty, other than an employee termination) based on flexible state/agency-defined criteria.
LM09 Leave Leave Calculations Provide ability to capture employees working a designated State holiday to earn comp time
Management and Payments based on state/agency-defined business rules.
LM10 Leave Leave Calculations Provide ability to reinstate unused sick leave for appointments, reinstatement or re-
Management and Payments employment of former employees who did not receive benefits at time of separation.
LM11 Leave Leave Requests / Provide ability to create online leave requests and route through appropriate approvals
Management Authorizations within agency/state defined leave request rules.
LM12 Leave Leave Requests / Provide ability to present attendance pattern information to leave request reviewers based
Management Authorizations on business rules by agency.
LM13 Leave Leave Sharing Provide ability to support shared leave, leave banks, sick leave, and military leave pool
Management statewide programs based on agency/state defined business rules.
LM14 Leave Leave Sharing Provide ability to control, maintain and track the donation and use of leave based on
Management state/agency-defined criteria.
LM15 Leave Leave Tracking Provide ability to maintain history of all leave accounting actions.
Management
LM16 Leave Leave Tracking Provide ability to retain leave accounting balances for a specified time period from the date
Management the employee separates from State employment.
LM17 Leave Leave Tracking Provide ability to track FMLA (State and Federal) hours and eligibility by employee.
Management
LM18 Leave Leave Tracking Provide ability to track leave accruals, limits, eligibility, usage, value, and payment of leave
Management using leave types and leave reason codes.
LM19 Leave Self-Service Provide ability to allow employees to view their leave balances, by leave type, including
Management carry over balances.
LM20 Leave Self-Service Provide ability to allow employees to view their leave usage by specified time period and
Management leave type.
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PA01 Personnel Employee Provide ability to store and retrieve employee data in numerous individual and aggregated
Administration Demographics employee group formats for such purposes as affirmative action, employee suggestion
program, FMLA, FLSA and EEO-4 reporting, grievances, disciplinary actions, compensation,
staffing and employee training history and skills bank, and classification.
PA02 Personnel Employee Provide ability to track employee-related information, including employee demographics
Administration Demographics and chronological history of employment.
PA03 Personnel Employee Provide ability to track non-employee groups including contract workers, volunteer workers,
Administration Demographics work study, interns, inmate workers, patient workers, community service jobs, per-diem
board members, higher education employees, and other non-employees.
PA04 Personnel Employee History Provide ability to access employee profile information contained in the employee record
Administration information based on point-in-time historical date.
PA05 Personnel Employee History Provide ability to track employee history and change transactions associated with any
Administration personnel or status change for the employee.
PA06 Personnel Employee History Provide ability to track multiple hire dates and aggregate multiple periods of State service
Administration to calculate service time and accommodate transfer of credits from other government
entities.
PA07 Personnel Employee Provide ability to generate a unique and permanent employee ID, link the ID to an employee
Administration Maintenance SSN for new employees; and be able to use the original employee ID number, record and
data for rehired employees.
PA08 Personnel Employee Provide ability to automatically produce an email message to the employee verifying
Administration Maintenance personnel data or changes for certain events as defined by the state/agency with the ability
to override the production of the email message on individual transactions.
PA09 Personnel Employee Provide ability to control employee data changes with proper security, including what may
Administration Maintenance be changed, who can make changes, and time and date tracking of when changes are
made.
PA10 Personnel Employee Provide ability to link key fields to be updated associated with a specific type of personnel
Administration Maintenance action (e.g., change from part-time employee to full-time employee, contract employee to
State employee, requires other data to be updated).
PA11 Personnel Employee Provide ability to maintain and support all basic employee data through the life of the
Administration Maintenance employee's employment with the State and beyond date of separation (i.e., beginning with
the individual's application through hiring, promotions, transfers, job changes, and other
personnel events with inquiry capabilities beyond date of separation).
PA12 Personnel Employee Provide ability to track appointment and employment actions for a single employee for any
Administration Maintenance given transaction type.
PA13 Personnel Employee Provide ability to track state/agency-defined personnel actions taken by the state, agency,
Administration Maintenance or employee.
PA14 Personnel Employee Provide ability to transfer employees between agencies with all historical data for the
Administration Maintenance employee accessible to the new organization.
PA15 Personnel Employee Provide ability to transfer employees within their agency and between agencies on any day
Administration Maintenance of the month and provide accurate pay calculations.
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PA16 Personnel Inquiry and Provide ability to analyze employment event history and trends, including hiring, retention,
Administration Reporting and upward mobility.
PA17 Personnel Safety and Workers Provide ability to enter and track first reports of illness or injury, and all subsequent actions
Administration Comp related to the injury or illness.
PA18 Personnel Safety and Workers Provide ability to track permanent and temporary work restrictions based on doctor orders.
Administration Comp
PA19 Personnel Safety and Workers Provide ability to track the flow of information from injury/illness event from employee to
Administration Comp the Worker's Comp Coordinator.
PA20 Personnel Security Provide ability to automatically delete security access to the system as employees are
Administration separated from State service based on date.
PA21 Personnel Security Provide ability to automatically set up default security access to the system as employees
Administration are hired based upon established security roles and functions.
PA22 Personnel Self-Service Provide ability to allow employees to inquire into their own personnel records for all
Administration information related to their employment and personnel actions.
PA23 Personnel Self-Service Provide ability for employees to update selected parts of employee's record (e.g., address,
Administration marital status change, change in dependents, withholdings, benefits enrollment or benefit
changes) via self-service. Employee ability to make self-service changes may be controlled
by organizational unit, employee group, and other flexible, state/agency-defined criteria.
PA24 Personnel Self-Service Provide ability to notify employee of required supporting documentation and the process for
Administration submitting required documents (varies by organizational unit, employee group, etc.).
PA25 Personnel Skills Inventory Provide ability for employees to self-identify interest levels and self-assessed proficiency
Administration levels for specified skills.
PA26 Personnel Skills Inventory Provide ability to codify skills including agency-defined text fields.
Administration
PA27 Personnel Skills Inventory Provide ability to establish licensure requirements, including hours required per
Administration agency/state specified period.
PA28 Personnel Skills Inventory Provide ability to track skill requirements and qualifications stored for a job class or position.
Administration
PA29 Personnel Workflow Provide ability for entry and approval routing of personnel transactions, including an ability
Administration to apply future-dated transactions based on their effective date.
PA30 Personnel Workflow Provide ability to flag employees that require scheduled personnel actions (e.g.,
Administration performance evaluations, service recognition, semi-automatic pay adjustments, and annual
pay increments) and generate notification to appropriate personnel (e.g., employee,
supervisor, organization unit leader) based on agency-defined criteria.
PA31 Personnel Workforce Planning Provide ability to conduct workforce supply analysis to help assess whether the State has
Administration the workforce skills to meet the future demands, including analysis based on gender, age,
ethnicity, disability, and seniority.
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PA32 Personnel Workforce Planning Provide ability to create multiple, future organizational models based on program changes,
Administration anticipated work volumes, organization / position changes, historical trends, planned
retirements, workforce skill mix, and workforce demands.
PA33 Personnel Workforce Planning Provide ability to model specific workforce transition actions such as organization structure
Administration changes, retention programs, succession plans, recruitment plans, career and leadership
development plans, training, and employee performance measures.
Page 40

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356791352.

ort Response columns in each sheet of this Excel workbook.

AS14 Applicant Recruiting Provide ability to define geographic recruiting regions.

LM27 Learning Tuition Provide ability to support a tuition reimbursement program.

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