Abbreviations by taoyni

VIEWS: 45 PAGES: 13

									         Abbreviations & Acronyms
ADA      Americans with Disabilities Act
CBT      Computer Based Training
CLE      Continuing Legal Education
COBRA    Consolidated Omnibus Budget Reconciliation Act
EEO      Equal Employment Opportunity
EEOC     Equal Employment Opportunity Commission
EPA      Exempt from Personnel Act
ESS      Employee Self Service
FLSA     Fair Labor Standards Act
FMLA     Family and Medical Leave Act
HIPAA    Health Insurance Portability and Accountability Act
KSA      Knowledge, Skills and Abilities
MSS      Manager Self Service
NCFLEX   Program of pre-tax benefit plans
OSHA     Occupational Safety & Health Administration
RIF      Reduction In Force
SPA      Subject to Personnel Act
WBT      Web Based Training
             Design and Maintain Organizational Structure
                              (HR-030)
No.         Functional Requirements                                               Priority   Delivered    Requires       Requires           Requires       Not
                                                                                  (L,M,H)
                                                                                             feature of   modification   modification or    integration    supported
                                                                                             base         with vendor    customization to   with third
                                                                                             software     supplied       meet               party vendor
                                                                                                          toolkit        requirement
HR-030-1    Ability to fund a position through multiple budget sources              H
HR-030-2    Ability to create an online request to the Office of Budget             H
            Management that a position be funded. Request should
            include position title, description, justification, maximum salary
            requested and funding source
HR-030-3    Ability to attach position funding to an employee filling a             H
            different position (employee is not connected in any way to the
            position except for the funding-"work against")
HR-030-4    Ability to divide position funding by dollar amount or                  H
            percentage
HR-030-5    Ability to interface to Budget system                                   H
HR-030-6    Ability to reclassify positions and change account-coding               M
            distributions (funding sources) associated with the positions
            and the individuals within those positions globally

HR-030-7    Ability to track budgeted salary that has not been paid due to          H
            vacated position (lapsed salaries)
HR-030-8    Ability to send an FTE (Full Time Equivalency) to the budget            M
            system through an interface when a new position is created in
            the system

HR-030-9    Ability to generate a workflow item for budget approval when a          M
            time limited position is extended

HR-030-10   Ability to develop drop down menu to select funding code                M
HR-030-11   Ability to generate a workflow item to update salary reserves           H
            when an employee is hired at an amount different from the
            budgeted amount for the position
HR-030-12   Ability to create rules that determine the salary reserve amount        M

HR-030-13   Ability to generate a reminder that the date is approaching for         M
            the end of a probationary period
HR-030-14   Ability to generate a reminder that the end date for an                 H
            employee in a temporary (time limited) position is approaching

HR-030-15   Ability to generate new, budget approved positions through a            M
            mass update
HR-030-16   Ability to approve position creation and changes via workflow           M

HR-030-17   Ability to assign person to two organizations                           M
HR-030-18   Ability to attach documents to a position record                        M
HR-030-19   Ability to capture and maintain information associated with job         M
            classification audits
HR-030-20   Ability to create a "planned" organizational structure to model         M
            potential organization changes
HR-030-21   Ability to delete positions                                              L




                                                             State of NC HR/Payroll Requirements
                                                                         Page 2 of 13
             Design and Maintain Organizational Structure
                              (HR-030)
No.         Functional Requirements                                                 Priority   Delivered    Requires       Requires           Requires       Not
                                                                                    (L,M,H)
                                                                                               feature of   modification   modification or    integration    supported
                                                                                               base         with vendor    customization to   with third
                                                                                               software     supplied       meet               party vendor
                                                                                                            toolkit        requirement
HR-030-22   Ability to inactivate positions                                           H
HR-030-23   Ability to flag a position for reevaluation or reclassification in a      H
            set amount of time
HR-030-24   Ability to flag a position that must be reclassified when it is           H
            vacated (to a lower pay level, for example)
HR-030-25   Ability to flag if a position has special funding and track               H
            additional money allocated to that position
HR-030-26   Ability to uniquely identify positions as classified and                  H
            unclassified
HR-030-27   Ability to handle batch transfers of groups of positions across           M
            departments and companies
HR-030-28   Ability to maintain an electronic job description for all positions       H
            including on-line development of position description (job
            duties, educational and skill requirements, experience
            requirements and credentialing requirements)

HR-030-29   Ability to retain a history of all positions, including data on           H
            inactive positions, inactive employees, reclassifications, etc.
HR-030-30   Ability to provide edits to ensure that no person is put in a             H
            position until the position is approved
HR-030-31   Ability to support audit of job descriptions for: Proper                  H
            classification, Proper FLSA status, Proper pay group
HR-030-32   Ability to track position end date for temporary, time limited, or        H
            grant-funded positions
HR-030-33   Ability to extend the end date of a time limited position                 H
HR-030-34   Ability to track the following information for each position:             H
            - Incumbent(s) current and past
            - Vacancies
            - Creation and expiration date
            - Last vacant/filled date
            - Department assigned to

HR-030-35   Ability to view position costs and necessary approvals                    H




                                                               State of NC HR/Payroll Requirements
                                                                           Page 3 of 13
             Design and Maintain Organizational Structure
                              (HR-030)
No.         Functional Requirements                                                 Priority   Delivered    Requires       Requires           Requires       Not
                                                                                    (L,M,H)
                                                                                               feature of   modification   modification or    integration    supported
                                                                                               base         with vendor    customization to   with third
                                                                                               software     supplied       meet               party vendor
                                                                                                            toolkit        requirement
HR-030-36 Ability to track the following information for each position:               H
          - Job Class
          - Job Description
          - Skill Requirements
          - Education Requirements
          - Training Requirements
          - Law Enforcement Designation
          - Salary Band
          - Salary range
          - Grade
          - Market Index
          - Midpoint
          - EEO data
          - Worker's Compensation code
          - Months per year
          - Full/Part Time
          - Hours
          - Regular/Temp
          - Vacancies
          - Department assigned to
          - Supervisor designation
          - FLSA (exempt/nonexempt)
          - Budget Data
          - Budgeted Salary
          - Funding information
HR-030-37 Ability to route new job descriptions to classification for                 M
          approval
HR-030-38 Ability to document position classification                                 H
HR-030-39   Ability to add a text box for justification of position                   H
HR-030-40   Ability to document identifying data for agency, division,                M
            individual position
HR-030-41   Ability to create a unique ID number for each position                    H
HR-030-42   Ability to track and report on Span of control                            H
HR-030-43   Ability for employee to report to two supervisors                         M
HR-030-44   Ability to generate organizational charts from organizational             H
            information entered into system

HR-030-45   Ability to create an organizational chart with attributes (such as        H
            demographics, employment data, etc.)

HR-030-46   Ability to create organizational charts based on a "reports to"           H
            structure

HR-030-47   Ability to create organizational charts based on position                 H
            funding

HR-030-48   Ability to track the existence of contractors (not necessarily HR         M
            details of those people) within the organizational charts




                                                               State of NC HR/Payroll Requirements
                                                                           Page 4 of 13
             Design and Maintain Organizational Structure
                              (HR-030)
No.         Functional Requirements                                                 Priority   Delivered    Requires       Requires           Requires       Not
                                                                                    (L,M,H)
                                                                                               feature of   modification   modification or    integration    supported
                                                                                               base         with vendor    customization to   with third
                                                                                               software     supplied       meet               party vendor
                                                                                                            toolkit        requirement
HR-030-49   Ability to generate a warning flag if employee at a lower level            L
            is supervising an employee at a higher level

HR-030-50   Ability to maintain a list of available positions identifying             H
            authorized positions, vacant positions and filled positions

HR-030-51   Ability to report on length of time a position is vacant                  H


HR-030-52   Ability to provide data on job descriptions, job activities, and          H
            job responsibilities for salary and other benefit comparisons
            across company, division, department, or team environments


HR-030-53   Ability to report real time on number of positions and costs              H
            such as current and planned salary
HR-030-54   Ability to track alternate reporting relationships (i.e. dotted           H
            line)
HR-030-55   Ability to report on positions by organization level / unit               H
HR-030-56   Ability to report on positions by funding source                          H
HR-030-57   Ability to report on open positions                                       M
HR-030-58   Ability to report on positions by organization level / unit               H
HR-030-59   Ability to extract and report on different funding data for               M
            positions
HR-030-60   Ability to combine data from multiple sources to do analysis of           M
            workloads etc.
HR-030-61   Ability to include and report on seasonal and temporary                   H
            employees
HR-030-62   Ability to model organizational plans within the system and               M
            report on costs




                                                               State of NC HR/Payroll Requirements
                                                                           Page 5 of 13
                    Manage Compensation and Classification
                                (HR-070)
No.         Functional Requirements                                                        Priority   Delivered    Requires       Requires           Requires       Not
                                                                                           (L,M,H)
                                                                                                      feature of   modification   modification or    integration    supported
                                                                                                      base         with vendor    customization to   with third
                                                                                                      software     supplied       meet               party vendor
                                                                                                                   toolkit        requirement
HR-070-1    Ability to tie budget information to planned salaries for forecasting

                                                                                             H
HR-070-2    Ability to generate future years’ budget percentages and analysis
            and/or projection for specific employees or salary groups
                                                                                             H
HR-070-3    Ability to generate position budgeting with “what if” capabilities for at
            minimum a) salaries; b) salary adjustments
                                                                                             H
HR-070-4    Ability to model various compensation scenarios for management
            review
                                                                                             H
HR-070-5    Ability to project where people will be at next salary step at a period
            of time
                                                                                             H
HR-070-6    Ability to estimate the cost of a range revision for
            state/agency/division/section/unit
                                                                                             H
HR-070-7    Ability to estimate the cost of changes to a pay plan
                                                                                             H
HR-070-8    Ability to cost competency adjustments by class, division and agency

                                                                                             H
HR-070-9    Ability to pay standard increases with a promotion for certain
            classifications
                                                                                             M
HR-070-10   Ability to process a transfer with no salary change
                                                                                             H
HR-070-11   Ability to route approvals for rate changes via workflow
                                                                                             M
HR-070-12   Ability to automatically update payroll with new salary amounts after
            approval cycle is complete
                                                                                             H
HR-070-13   Ability to future date employee salary changes
                                                                                             M
HR-070-14   Ability to process salary changes retroactively
                                                                                             H
HR-070-15   Ability to track unlimited salary history on an employee record
                                                                                             M
HR-070-16   Ability to track user-defined change reasons for changes
                                                                                             M
HR-070-17   Ability to move people between different positions types (temporary,
            permanent, exempt, non-exempt)
                                                                                             H
HR-070-18   Ability to maintain and track transfers
                                                                                             M
HR-070-19   Ability to transfer employees without needing to terminate and re-
            enter employee data
                                                                                             M
HR-070-20   Ability to track the rationale of an exception to a pay policy
                                                                                             M
HR-070-21   Ability to process promotions and pay changes mid pay
                                                                                             M
HR-070-22   Ability to track next pay increase date for longevity increases
                                                                                             M
HR-070-23   Ability to provide a longevity calculator to determine salary
                                                                                             M
HR-070-24   Ability to track multiple date types for salary calculations
                                                                                             M
HR-070-25   Ability to exclude employees from the annual increase process based
            on class, performance, maximum salary
                                                                                             M




                                                                   State of NC HR/Payroll Requirements
                                                                               Page 6 of 13
                    Manage Compensation and Classification
                                (HR-070)
No.         Functional Requirements                                                       Priority   Delivered    Requires       Requires           Requires       Not
                                                                                          (L,M,H)
                                                                                                     feature of   modification   modification or    integration    supported
                                                                                                     base         with vendor    customization to   with third
                                                                                                     software     supplied       meet               party vendor
                                                                                                                  toolkit        requirement
HR-070-26   Ability to apply an additional increase amount along with an annual
            increase amount
                                                                                            M
HR-070-27   Ability to apply increases to groups of employees differently based on
            annual increase rules
                                                                                            H
HR-070-28   Ability to apply an increase based on either a flat amount or a
            percentage of base salary
                                                                                            M
HR-070-29   Ability to apply multiple increases effective the same day
                                                                                            H
HR-070-30   Ability to record outstanding salary obligation due to an employee
            when a partial increase is given due to lack of funds
                                                                                            H
HR-070-31   Ability to provide calculators to measure experience and education for
            salary calculations
                                                                                             L
HR-070-32   Ability to access previous salary calculation sheets to be able to
            update them without having to reenter all the data
                                                                                             L
HR-070-33   Ability to approve personnel action forms via workflow
                                                                                            M
HR-070-34   Ability to process a pay increase based on the achievement of a new
            competency
                                                                                            M
HR-070-35   Ability to handle banded and non-banded classifications
                                                                                            H
HR-070-36   Ability to access existing position descriptions online
                                                                                            H
HR-070-37   Ability to link to a classification specification associated with each
            position for on-line viewing
                                                                                            H
HR-070-38   Ability to record job families, branches and paths                              M
HR-070-39   Ability to track working titles for job postings, market data
            comparisons, and organizational charts
                                                                                            H
HR-070-40   Ability to track required certifications based on job class
                                                                                            H
HR-070-41   Ability to process workflow approvals for positions via different levels
            of approval based on classification, agency, and division
                                                                                            M
HR-070-42   Ability to track employee skills and job responsibilities
                                                                                            H
HR-070-43   Ability to track exit interview data, applicant tracking data by job, and
            track total cost of employment
                                                                                            M
HR-070-44   Ability to generate service and performance awards
                                                                                            M
HR-070-45   Ability to track monetary and non-monetary awards by demographic
            information
                                                                                            M
HR-070-46   Ability to track multiple types of rewards
                                                                                             L
HR-070-47   Ability to reward pay increases based on performance review
                                                                                            M
HR-070-48   Ability to track an average market rate for career banded positions

                                                                                            H
HR-070-49   Ability to track contributing, journey and advanced market rates by
            job
                                                                                            H




                                                                  State of NC HR/Payroll Requirements
                                                                              Page 7 of 13
                    Manage Compensation and Classification
                                (HR-070)
No.         Functional Requirements                                                      Priority   Delivered    Requires       Requires           Requires       Not
                                                                                         (L,M,H)
                                                                                                    feature of   modification   modification or    integration    supported
                                                                                                    base         with vendor    customization to   with third
                                                                                                    software     supplied       meet               party vendor
                                                                                                                 toolkit        requirement
HR-070-50   Ability to track market reference rate by agency

                                                                                           H
HR-070-51   Ability to calculate and report on the distance an employee is from
            the average market rate based on competency level
                                                                                           H
HR-070-52   Ability to calculate and report on the distance a group of employees is
            from the average market rate based on competency level

                                                                                           H
HR-070-53   Ability to track different competencies within same classification
            across agencies
                                                                                           H
HR-070-54   Ability to maintain current and past salary ranges, grades, and steps
            by effective dates
                                                                                           H
HR-070-55   Ability to maintain salary increase rules (e.g. no increase greater than
            x% is allowed)
                                                                                           H
HR-070-56   Ability to support the following salary programs: salary range (min,
            mid, max), scale (e.g. start rate, 6 month rate, top rate), step (e.g.
            combination of training and education), salary banding (job
            evaluation point value determines the salary grade or level) and
            special rates
                                                                                           H
HR-070-57   Ability to maintain multiple pay plans
                                                                                           H
HR-070-58   Ability to track special pay rates for certain job classes
                                                                                           H
HR-070-59   Ability to track exceptions to standard pay scales
                                                                                           H
HR-070-60   Ability to track market pricing survey data
                                                                                           H
HR-070-61   Ability to track geographic differentials
                                                                                           H
HR-070-62   Ability to track competency level for an employee in a career banded
            position
                                                                                           H
HR-070-63   Ability to compare rewards data with performance reviews, retention,
            etc.
                                                                                           M
HR-070-64   Ability to produce a total rewards statement for employees
                                                                                           H
HR-070-65   Ability to provide an on-line view of employees' total compensation
            package
                                                                                           M
HR-070-66   Ability to produce date-driven fiscal year budget information based on
            salary, etc.
                                                                                           H
HR-070-67   Ability to perform statistical analyses of salary information (i.e.
            regression, standard deviation, median, etc.) and create graphs
                                                                                           H
HR-070-68   Ability to calculate variances between budgeted FTE’s and personnel
            costs versus actual FTE’s and personnel costs on a fiscal year basis

                                                                                           H
HR-070-69   Ability to integrate market data from multiple sources for
            modeling/comparison purposes with current data
                                                                                           M




                                                                 State of NC HR/Payroll Requirements
                                                                             Page 8 of 13
                    Manage Compensation and Classification
                                (HR-070)
No.         Functional Requirements                                                       Priority   Delivered    Requires       Requires           Requires       Not
                                                                                          (L,M,H)
                                                                                                     feature of   modification   modification or    integration    supported
                                                                                                     base         with vendor    customization to   with third
                                                                                                     software     supplied       meet               party vendor
                                                                                                                  toolkit        requirement
HR-070-70   Ability to link employee compensation data to market pricing analysis
            for comparative purposes
                                                                                            H
HR-070-71   Ability to report on benchmarked classes and do market studies
                                                                                            H
HR-070-72   Ability to identify all employees that report to a particular supervisor
            for compensation reporting
                                                                                            H
HR-070-73   Ability to provide online functionality and access to compensation
            data for forecasting analysis
                                                                                            H
HR-070-74   Ability to track compensation data (current and historical) for
            reporting and data analysis
                                                                                            H
HR-070-75   Ability to report on transfers, promotions, demotions, range revisions,
            separations, new hires, and pay adjustments that have occurred
            within a user-defined period
                                                                                            H
HR-070-76   Ability to track length of time in job
                                                                                            H
HR-070-77   Ability to track, by agency, who implemented a range revision                   H
HR-070-78   Ability to compare changes in classification ranges vs. what was paid
            to an employee
                                                                                            H
HR-070-79   Ability to view a history of classification changes
                                                                                            H
HR-070-80   Ability to produce equity charts based on years of experience, skills,
            performance, education, and length of service
                                                                                            H
HR-070-81   Ability to track turnover and vacancy costs
                                                                                            H
HR-070-82   Ability to send spreadsheets of compensation changes to managers

                                                                                            H
HR-070-83   Ability to generate letters of notification of pay changes
                                                                                            H
HR-070-84   Ability to update salary plan summaries with data used in the system

                                                                                            H
HR-070-85   Ability to report on compensation changes
                                                                                            H
HR-070-86   Ability to report on average percent of increase by demographic data
                                                                                            H
HR-070-87   Ability to provide managers access to planning data
                                                                                            H
HR-070-88   Ability to provide executive management with budget reporting
            capability by agency, funding source, position, etc.
                                                                                            H
HR-070-89   Ability to create total compensation statements including salary,
            benefits, and leave amounts
                                                                                            M




                                                                  State of NC HR/Payroll Requirements
                                                                              Page 9 of 13
                             Maintain Benefits and Enrollment
                                        (HR-080)
No.         Functional Requirements                                                              Priority Delivered      Requires       Requires           Requires       Not
                                                                                                 (L, M, H) feature of    modification   modification or    integration    supported
                                                                                                              base       with vendor    customization to   with third
                                                                                                              software   supplied       meet               party vendor
                                                                                                                         toolkit        requirement
HR-080-1    Ability to create a flexible hierarchy for benefit plan setup                            H
HR-080-2    Ability to administer multiple plans with multiple levels of coverage                    H
HR-080-3    Ability to support unlimited number of plans/programs                                    M
HR-080-4    Ability to add self insured benefit plans                                                H
HR-080-5    Ability to designate COBRA and retiree benefit plans                                     M
HR-080-6    Ability to create custom benefit calculations for coverage amounts                       H
HR-080-7    Ability to define flexible spending plans                                                H
HR-080-8    Ability to define 401(k)/457/529 plans                                                   H
HR-080-9    Ability to support unique enrollment dates for each benefit plan                         H
HR-080-10   Ability to define benefit eligibility rules for specific plans                           H
HR-080-11   Ability for employees to view their benefits via an employee portal                      M
HR-080-12   Ability to drive benefit elections based on job classes                                  M
HR-080-13   Ability to access benefit policies online                                                M
HR-080-14 Ability to automatically enroll employees in certain types of positions into               M
          certain benefit plans
HR-080-15 Ability to provide access to benefit plan options based on employee status                 H

HR-080-16   Ability to manually handle unique grandfathering rules                                   M
HR-080-17   Ability to calculate contributory service with information from retirement               M
            systems
HR-080-18   Ability to allow participants to establish and modify benefits enrollment                H
            information through the use of an employee portal

HR-080-19   Ability to provide participants information regarding enrollment options                 H
            (e.g. cost of two party vs. family coverage)
HR-080-20   Ability to create a mandatory sequence of fields and/or flags to warn of                 H
            incomplete or inconsistent information
HR-080-21   Ability to default to certain benefits settings so that exception information            M
            only is being manually keyed by Benefits personnel

HR-080-22   Ability to provide tracking and viewing open enrollment status on-line                   H

HR-080-23   Ability to generate an employee report confirming completion of the                      H
            enrollment process and summarizing benefits elected and optional benefits
            declined

HR-080-24   Ability to establish and maintain participant information                                H
HR-080-25   Ability to activate coverage for participant, spouse, and non-spouse                     H
            dependents
HR-080-26   Ability to maintain information on multiple dependents: relationship, name,              H
            gender, date of birth
HR-080-27   Ability to track beneficiaries and allow employee self-service for named                 H
            beneficiary changes
HR-080-28   Ability to track evidence of insurability (EOI)                                          L
HR-080-29   Ability to terminate coverage for participant, spouse, and non-spouse                    H
            dependents
HR-080-30   Ability to transfer participants between plans                                           H



                                                                        State of NC HR/Payroll Requirements
                                                                                   Page 10 of 13
                             Maintain Benefits and Enrollment
                                        (HR-080)
No.         Functional Requirements                                                            Priority Delivered      Requires       Requires           Requires       Not
                                                                                               (L, M, H) feature of    modification   modification or    integration    supported
                                                                                                            base       with vendor    customization to   with third
                                                                                                            software   supplied       meet               party vendor
                                                                                                                       toolkit        requirement
HR-080-31   Ability to terminate participation based on life status change (I.e. no longer         H
            a student)

HR-080-32   Ability to provide for family status changes (qualifying events) in employee           H
            database, which immediately reflects resulting changes in benefits coverage
            or elections
HR-080-33   Ability to allow for % or flat amount contribution changes for 401(k) plans            H

HR-080-34   Ability for employee to update 401(k) plan contribution changes via an                 M
            employee portal
HR-080-35   Ability to link to provide a link to the 401(k) plan administrator via an              M
            employee portal
HR-080-36   Ability to allow the option to take deductions pre or post tax                         H

HR-080-37   Ability to track fields for eligibility: new hire date, date of enrollment,            H
            agency, job, salary
HR-080-38   Ability to indicate law enforcement certification for purposes of accruing             H
            retirement benefits
HR-080-39   Ability to offer paper copies of benefits options for non-internet using               H
            employees
HR-080-40   Ability for system to prompt employees who sign up for certain policies                L
            (example cancer policy, or certain amount of life insurance) that they may
            be required to provide additional information to the benefits vendor (i.e.
            previous condition, evidence of insurability, etc.)

HR-080-41   Ability to provide links to benefit providers websites for additional                  M
            information

HR-080-42   Ability to generate a benefit end date upon termination, based upon                    H
            employee benefit plan

HR-080-43   Ability to track leave types that affect your benefits                                 M
HR-080-44   Ability to create notifications that an employee has died                              M
HR-080-45   Ability to handle benefits plans differently for the same type of qualifying           H
            event
HR-080-46   Ability to prompt users to update dependents when there is a life change               H
            event
HR-080-47   Ability to transfer between agencies and not affect Retirement, NC Flex,               H
            etc.
HR-080-48   Ability to support web-based employee self-service functionality for changes           H
            in marital status, dependents and benefits enrollment
HR-080-49   Ability to view benefits summary online                                                M
HR-080-50   Ability to define rates, calculations, and deduction rules for each benefit            H
            plan as well as the need to change Employer rates for Health Insurance,
            Worker’s Compensation, Unemployment Compensation, retirement and
            other policies
HR-080-51   Ability to automatically calculate insurance premiums and pass to payroll for          H
            deductions




                                                                      State of NC HR/Payroll Requirements
                                                                                 Page 11 of 13
                             Maintain Benefits and Enrollment
                                        (HR-080)
No.         Functional Requirements                                                            Priority Delivered      Requires       Requires           Requires       Not
                                                                                               (L, M, H) feature of    modification   modification or    integration    supported
                                                                                                            base       with vendor    customization to   with third
                                                                                                            software   supplied       meet               party vendor
                                                                                                                       toolkit        requirement
HR-080-52   Ability to permit premiums to be updated collectively by changes to a table            H


HR-080-53   Ability to track agency and employee costs for all benefits for reporting and          H
            analysis purposes

HR-080-54   Ability to track employer portion of benefit liability                                 H


HR-080-55   Ability to calculate levels of coverage based on employee age and business             H
            rules for insurance benefits

HR-080-56   Ability to receive the following data from the COBRA Administrator:                    L
            - COBRA Start Date
            - Benefit plan being covered
            - Level of benefit coverage
HR-080-57   Ability to transmit eligibility information to benefit providers electronically        H


HR-080-58   Ability to interface with benefits carriers and submit change-only data                H


HR-080-59   Ability to track different benefit plans by agency including health, dental,           H
            life insurance, etc.
HR-080-60   Ability to link to a retirement "calculator"                                           M
HR-080-61   Ability to produce annual employee benefit statements                                  H
HR-080-62   Ability to track outstanding loans against 401(k) balances by employee                 M


HR-080-63   Ability to track history of all past benefits and waiting periods                      L
HR-080-64   Ability track the percentage of use of available plans across agencies                 H




                                                                      State of NC HR/Payroll Requirements
                                                                                 Page 12 of 13
                                  Administer Benefits
                                      (HR-090)
No.         Functional Requirements                                                   Priority Delivered     Requires       Requires           Requires       Not
                                                                                      (L, M, H) feature of   modification   modification or    integration    supported
                                                                                                  base       with vendor    customization to   with third
                                                                                                  software   supplied       meet               party vendor
                                                                                                             toolkit        requirement
HR-090-1    Ability to access retirement system information such as years of               H
            service
HR-090-2    Ability to create disability forms for administrators with pre-                L
            populated employee information
HR-090-3    Ability to calculate monthly and daily disability payment amounts              H
            based on salary and longevity
HR-090-4    Ability to support Disability related eligibility information including        H
            but not limited to:
            - Date the individual became disabled
            - Date of last day worked
HR-090-5    Ability to report on the amount of disability paid out per employee            M
            at the beginning of the 7th month
HR-090-6    Ability to transfer repayment of disability funds from payroll back to         H
            the agency via electronic transfer or general ledger transfer

HR-090-7    Ability to monitor                                                             H
            - Lifetime maximum on the amount of disability time
            - Per disability maximum
HR-090-8    Ability to track, per disability:                                              H
            - Amount of leave time requested
            - Description of injury
            - Check box for work related injury
            - Employee status
HR-090-9    Ability to support the employee's request to supplement disability             H
            payments with leave
HR-090-10   Ability to capture the type of disability claim, such as original,             H
            reinstatement, or extension
HR-090-11   Ability to generate a customized letter explaining the employee's              M
            specific benefit obligations while they are out on disability


HR-090-12   Ability to access disability continuation forms via the employee               M
            portal

HR-090-13   Ability to create a reminder to send forms for longer term disability          M
            to employees that have been on short term disability for a period of
            time

HR-090-14   Ability to generate reports with information related to individuals on         H
            disability to facilitate information sharing with the State's
            Retirement Systems




                                                                 State of NC HR/Payroll Requirements
                                                                            Page 13 of 13

								
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