PAY221-Requirements - SAMPLE

SAMPLE REQUIREMENTS TEMPLATE
For Payroll Software

Professional Version 2.2.1
Published by Axia Consulting Ltd, 17 New Road Avenue, Chatham, Kent ME4 6BA, United Kingdom.
Web: www.axia-consulting.co.uk Email: info@axia-consulting.co.uk
Copyright © Axia Consulting Ltd 2022. All rights reserved.
Axia Consulting Ltd gives no warranty (either expressed or implied) in relation to the quality, accuracy, performance and fitness for
purpose of this sample Template. Axia Consulting Ltd will not be liable for any loss or damage (whether directly or indirectly suffered), or
any consequential loss arising from the use of this sample Template.
Sample Contents
This sample template comprises the following worksheets:

• About - this worksheet
• Table of Contents - of the Payroll Software Requirements
• Requirements & Evaluation - for specifying your Payroll Software Requirements and evaluating a vendor response
• Charts - displaying the results of your evaluation of the vendor response
Click the tabs at the bottom of the screen to access the worksheets
NB: the full product (available in zip file) contains the following templates:
Page: 1 of 51
• Requirements Template - this template
• Business Analysis Template, for present / future system and system usage analysis (MS Excel format)*
• RFI Template (MS Word format)*
• RFP Template (MS Word format)*
• Instructions (MS Word format)*
(*) not included within this sample
For more information about the Payroll RFI/RFP Template, or to buy a copy,
click the link below:
https://www.axia-consulting.co.uk/payroll-rfp-template.htm
Page: 2 of 51
TABLE OF CONTENTS - SAMPLE
Payroll Software Requirements
Number of Criteria
1 PAYROLL MANAGEMENT 526
1.1 Payroll system configuration

1.2 Employee data
1.3 Employee employment details
1.4 Public sector grades and spines
1.5 Employee pay and allowances
1.6 Public sector pay and pay rates
1.7 Holiday pay schemes
1.8 UK Statutory payments
1.9 Occupational Maternity Pay (OMP) and Occupational Sick Pay (OSP)
1.10 UK Construction Industry Scheme (CIS)
1.11 Statutory deductions
1.12 Pension plan contributions deductions
1.13 Voluntary deductions
1.14 General ledger and job costing codes
1.15 Payroll calculations and processing
1.16 Tax authority integration
1.17 Real Time Information RTI (UK)
1.18 Payments
1.19 Statutory reports and end-of-year returns
1.20 Pay slips
1.21 Payroll management reports
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2 PAY AND BENEFITS MANAGEMENT 145
2.1 Employee pay and compensation

2.2 Employee benefits
2.3 Employee benefits administration
3 SELF SERVICE 138
3.1 Employee Self Service (ESS)

3.2 Manager Self Service (MSS)
4 PAYROLL BUREAU / OUTSOURCING 140
4.1 Payroll services

4.2 Payroll support
4.3 Additional outsourcing services
4.4 Payroll provider requirements
4.5 Payroll service contracts
4.6 Payroll service requirements
4.7 Global / expatriate payroll management
4.8 Access to outsourced payroll system / employee portal
4.9 Payroll data input
4.10 Payroll processing
4.11 Pay slips / e-pay slips
4.12 Payroll year end
4.13 Payroll analytics and reports
5 EMPLOYEE EXPENSES MANAGEMENT 134
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5.1 SaaS / cloud-based or on-premise expenses management system
5.2 System configuration
5.3 Expenses processing
5.4 Expenses payments
5.5 Corporate credit cards
5.6 Corporate prepaid cards
5.7 Travel management
5.8 Employee expenses enquiries and reports
6 COMMON REQUIREMENTS FOR ALL MODULES 380
6.1 Workflow
6.2 Alerts
6.3 Social Media
6.4 Employee portal
6.5 Euro currency
6.6 Multi company, currency and lingual capability
6.7 Legislation, regulation and taxation
6.8 Enquiry
6.9 Reporting
6.10 Documentation and forms
6.11 Compliance
6.12 Integration
6.13 Building links to other systems
7 SYSTEMS OPERATIONS 210
7.1 Reliability
7.2 Operational efficiency
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7.3 System performance
7.4 System design
7.5 Screen design
7.6 User productivity assistance
7.7 Data processing and systems control
7.8 Data volumes and quality
7.9 Security
7.10 Back up and recovery
8 TECHNOLOGY REQUIREMENTS 289
8.1 Application software

8.2 Windows
8.3 Browsers
8.4 Database
8.5 Operating system
8.6 Network
8.7 SaaS (Software as a Service) / Cloud services
8.8 Application Service Provider (ASP) services
8.9 Internet
8.10 XML and XBRL
8.11 Hardware
9 SOFTWARE / SYSTEM SUPPORT AND SERVICES 103
9.1 Sources of support

9.2 Quality accreditations
9.3 Vendor / support organisation expertise and reputation
9.4 Implementation assistance and services
9.5 Training
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9.6 Maintenance and support
Total number of criteria 2065
For more information about the Payroll RFI/RFP Template
or to buy a copy, click the link below:
Page: 7 of 51
Insert SAMPLE REQUIREMENTS SPECIFICATION Reference: <insert reference number>
your
logo Payroll Software Issued on: <insert date> by <insert name>
for <Organisation name, City>
Vendor
Ref Functional Requirements C W Response
Section Software Module
1 Payroll Management
2 Pay and Benefits Management
3 Self Service
4 Payroll Bureau / Outsourcing
5 Employee Expenses Management
6 Common Requirements for All Modules
7 Systems Operations
8 Technology Requirements
9 Software / System Support and Services
Other Sections:
Cost Data
Analysis
Worksheet Set Up
Columns B, C, D & E for your system requirements

Columns F,G & H for vendor response to your requirements
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ference number> VENDOR RESPONSE EVALUATION
e> by <insert name> Payroll Software Vendor:
Extra Evaluator 1 Evaluator 2 Evaluator 3 Evaluator 4 Average Evaluated Target Difference

Vendor Response Comments Costs $ Score Score Score Score Score WS WS WS
Row
30
95
129
180
183
213
216
219
222
230
240
mns F,G & H for vendor response to your requirements

Columns J to X for your evaluation of the vendor response
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Difference Evaluator 1 Evaluator 2
WS % Comments Comments
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Evaluator 3 Evaluator 4
Comments Comments
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your
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Vendor
1 PAYROLL MANAGEMENT
1.1 Payroll system configuration
30 criteria included within this section
1.2 Employee data
37 criteria included within this section Default format settings (as
1.3 Employee employment details delivered) are shown below
1.4 Public sector grades and spines
1.5 Employee pay and allowances N 1 Select
1.5.1 Unlimited number of pay types, rates and allowances N 1 Select
1.5.2 Manage hourly, daily, salary, basic pay, piece rates, directors pay N 1 Select
1.5.3 Multiple pay rates for each employee N 1 Select
1.5.4 Multiple, user defined, extra pay additions N 1 Select
Manage multiple overtime rates (time and half, double time, retrospective
overtime), shift rates, bonuses, sales commissions and allowances (unsocial
1.5.5 hours, overseas, accommodation) N 1 Select
Manage COVID-19 payments and sick pay eg furlough payments and statutory
1.5.6 sick pay (UK) N 1 Select
1.5.7 Other payments and allowances, state: ________ N 1 Select
1.5.8 Amend employee pay rates at any stage of the payroll process N 1 Select
1.5.9 Support flexitime N 1 Select
Support 'cafeteria pay' or flexible pay packages, with employees choosing
1.5.10 components of pay and benefits N 1 Select
1.5.11 Individual or group / bulk pay raises N 1 Select
plus 25 more criteria included within this section
1.6 Public sector pay and pay rates
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t settings (as
shown below
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Vendor
1.7 Holiday pay schemes
1.8 UK Statutory payments
1.9 Occupational Maternity Pay (OMP) and Occupational Sick Pay (OSP)
1.10 UK Construction Industry Scheme (CIS)
1.11 Statutory deductions
39 criteria included within this section Vendor Responses from drop down menu -
1.12 Pension plan contributions deductions for illustration purposes. Drop down menu
options can be amended if desired.
1.13 Voluntary deductions
Support an unlimited number of voluntary deductions including: medical,

dental, healthcare subscriptions, life assurance, union subscriptions, social club,
saving schemes and programmes, share option schemes, educational loans, car
1.13.1 loans, payroll giving, charitable donations N 1 Select
1.13.2 Other voluntary deductions, state: ________ N 1 YES
Multiple deduction details including: scheme details, amounts to be deducted,

1.13.3 amount to date, start and end dates, payment methods, temporary overrides N 1 CUS
1.13.4 Other deduction details, state: ________ N 1 TPS
1.13.5 Unlimited number of user defined pay codes for voluntary deductions N 1 FR
1.13.6 Support pre-tax (salary sacrifice) deductions N 1 MOD
1.13.7 Support after tax deductions N 1 UD
Manage employee loans - with initial balances, repayment rates, interest
1.13.8 charges, remaining balances, calculations and processing N 1 NA
1.13.9 Individual or group adjustments to deductions N 1 Select
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nses from drop down menu -

purposes. Drop down menu
e amended if desired.
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1.14 General ledger and job costing codes
1.15 Payroll calculations and processing
1.16 Tax authority integration
1.17 Real Time Information RTI (UK)
1.18 Payments
1.19 Statutory reports and end-of-year returns
1.20 Pay slips
1.21 Payroll management reports
Top Sub Total - Payroll Management Sample Vendor Responses (drop down
menu), Comments and Extra Costs - for
illustration purposes only
2 PAY AND BENEFITS MANAGEMENT
2.1 Employee pay and compensation
2.2 Employee benefits Y 3 YES
2.2.1 Support a wide range of employee benefits Y 3 YES
2.2.2 Flexible, user definable plan eligibility, cover, premium payments Y 3 YES
Support optional plan enhancements with additional premiums (from employee
2.2.3 or employer) Y 3 YES
2.2.4 Multiple employee (and retiree) health and welfare plans including: Y 3 YES
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or Responses (drop down Sample526 526 - for

Evaluator Scores 526 526 Sample526 526
Average Scores, 1052 -526 Samp
ents and Extra Costs - for illustration purposes only Evaluated / Target / Difference condi
rposes only WS (weighted scores) - for illustr
Standard Software AA V03 3 2 2 2 2.25 6.75 6.00 0.75


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Sample Difference-50%
WS %, with
conditional formatting - for
13%
38%
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25%
13%
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2.2.4.1 - medical plans / medical insurance Y 3 YES
2.2.4.2 - dental plans Y 3 YES
2.2.4.3 - vision care plans Y 3 YES
2.2.4.4 - life assurance / accident insurance Y 3 YES
2.2.4.5 - disability plans: short term / long term disability plans N 2 FR
2.2.4.6 - childcare / eldercare / family care Y 3 YES
2.3 Employee benefits administration N 1 Select
2.3.1 Automated employee benefits management and administration N 1 Select
Support an unlimited number of employee benefits plans, from simple to
2.3.2 complex, cash and non cash N 1 Select
Manage comprehensive benefits systems, tailored to company or employee
2.3.3 needs N 1 Select
2.3.4 Manage approved suppliers, rates, beneficiaries, spouses, dependents N 1 Select
2.3.5 Links to 3rd party supplier systems N 1 Select
2.3.6 Manage salary sacrifice schemes N 1 Select
Maintain multiple benefits details including: plan details, description, annual or
monthly value, taxable value, whether taxable or non-taxable benefit, provider
2.3.7 details and rates, beneficiary and dependents details N 1 Select
Determine benefit eligibility based on user defined criteria eg specific employee
2.3.8 groups, or grades / positions, configurable tests N 1 Select
2.3.9 Automated employee enrolment N 1 Select
Enrol new employees in default benefits plans, until they have made their
2.3.10 choices N 1 Select
2.3.11 Employee benefits open enrolment N 1 Select
2.3.12 Employee self service, viewing and enrolment in benefits plans N 1 Select
2.3.13 Benefits options and enrolment guidance steps N 1 Select
2.3.14 Late enrolment warnings N 1 Select
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Future release AA V04 2000 2 1 2 1 1.50 3.00 4.00 -1.00
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Vendor
Top Sub Total - Pay and Benefits Management
3 SELF SERVICE
3.1 Employee Self Service (ESS) N 1 Select
3.1.1 ESS - basic personal tasks N 1 Select
3.1.1.1 Access ESS via any device, mobile app N 1 Select
3.1.1.2 Additional role-based security N 1 Select
Administration of personal data such as changing home address, home or
mobile phone number, emergency contact details, dependents, next of kin,
3.1.1.3 marriage, name, births or adoptions, profiles, photos N 1 Select
Administration for other life events (USA) eg changes in circumstances affecting
3.1.1.4 benefits eligibility N 1 Select
3.1.1.5 Optional approval / validation for each item of personal data N 1 Select
3.1.1.6 Employee onboarding and offboarding processes N 1 Select
View employment history including salary and benefits, promotions, appraisals,
3.1.1.7 training, dates N 1 Select
3.1.1.8 Update company contact details eg work phone number(s), location(s) N 1 Select
Update company property located at employee's home address or linked to
3.1.1.9 employee N 1 Select
3.1.1.10 View HR information eg: N 1 Select
3.1.1.10.1 - conditions of employment N 1 Select
3.1.1.10.2 - HR policies and procedures N 1 Select
3.1.1.10.3 - employee information packs / handbooks N 1 Select
3.1.1.10.4 - organisation charts N 1 Select
3.1.1.10.5 - corporate policies on email, social media, blogs N 1 Select
3.1.1.10.6 - management guidelines N 1 Select
3.1.1.10.7 - guidance for changing personal information N 1 Select
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145 145 145 145 145 145 290 -145
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3.1.2 ESS - time and attendance tasks N 1 Select
3.1.2.1 Manage time sheets, working times for activities or projects N 1 Select
3.1.2.2 Manage flexi-time, time off in lieu N 1 Select
3.1.2.3 Manage annual leave, PTO (Paid Time Off) and other absences N 1 Select
3.1.2.4 View team calendars / diaries N 1 Select
3.1.2.5 Record sickness absences and upload supporting documentation N 1 Select
3.1.2.6 Record accidents and injuries at work (for Health and Safety reporting) N 1 Select
Refer to sections on 'Time & Attendance and Absence Management' for more
3.1.2.7 details N 1 Select
3.1.3 ESS - expenses and travel tasks N 1 Select
3.1.3.1 Manage employee expenses requests, approvals and payments N 1 Select
3.1.3.2 Manage business travel requests and arrangements N 1 Select
3.1.3.3 Refer to section on 'Employee Expenses' for more details N 1 Select
3.1.4 ESS - payroll and benefits tasks N 1 Select
3.1.4.1 Routine payroll administration tasks including: N 1 Select
3.1.4.1.1 - view salary, pay rates and rules N 1 Select
- view and print pay slips (stubs), pay history, year end pay / tax deducted
3.1.4.1.2 documents (eg P60 in UK, W-2 in USA) N 1 Select
3.1.4.1.3 - view employment details N 1 Select
3.1.4.1.4 - change bank accounts (in which receive net pay) N 1 Select
3.1.4.1.5 - amend voluntary charity deductions N 1 Select
3.1.4.1.6 - request salary advance or loan N 1 Select
3.1.4.2 Routine benefits tasks including: N 1 Select
3.1.4.2.1 - view employee benefits available N 1 Select
3.1.4.2.2 - view benefits subscribed to, current transactions, payment history N 1 Select
3.1.4.2.3 - amend benefits and benefit contributions N 1 Select
3.1.4.2.4 - support quick enrolment for benefits N 1 Select
3.2 Manager Self Service (MSS)
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Top Sub Total - Self Service
4 PAYROLL BUREAU / OUTSOURCING

5 EMPLOYEE EXPENSES MANAGEMENT

5.1 SaaS / cloud-based or on-premise expenses management system
5.2 System configuration N 1 Select
5.2.1 Automated online expenses processing available at any time, any where N 1 Select
5.2.2 Facilitate fast accurate employee expenses processing N 1 Select
5.2.3 Manage all types of employee expenses eg: N 1 Select
5.2.3.1 - office expenses N 1 Select
5.2.3.2 - travel and subsistence N 1 Select
5.2.3.3 - vehicle mileage N 1 Select
5.2.3.4 - out of pocket expenses N 1 Select
5.2.3.5 - other expenses, state: ________ N 1 Select
5.2.4 Online employee expenses policies, spending limits and help guides N 1 Select
5.2.5 User definable 'allowed expenses' rates N 1 Select
5.3 Expenses processing
5.4 Expenses payments
5.5 Corporate credit cards
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5.6 Corporate prepaid cards
5.7 Travel management
5.8 Employee expenses enquiries and reports
Top Sub Total - Employee Expenses Management
6 COMMON REQUIREMENTS FOR ALL MODULES

7 SYSTEMS OPERATIONS
8 TECHNOLOGY REQUIREMENTS
9 SOFTWARE / SYSTEM SUPPORT AND SERVICES

Top Total All Modules
COST DATA
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134 134 134 134 134 134 268 -134
2065 2065 2065 2065 2065 2065 4130 -2065
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Vendor
Cost data excluded from this sample
ANALYSIS
Sample Vendor Response data -

for illustration purposes only.
(Calculations disabled)
VENDOR RESPONSE ANALYSIS
1. Analysis of Vendor Response, showing how the vendor can / can not meet
the requirements
Respo Count
YES - Met and supported in the current standard version of software YES 1719
CUS - Met with some customisations eg screen configuration, report writer or
query CUS 182
TPS - Met / supported via third party software (already integrated with the
standard software) TPS 76
FR - Available in a future release, with a known release date or version number FR 32

MOD - A modification (chargeable) eg enhancement, development or source
code change MOD 18
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e Vendor Response data -

stration purposes only.
ations disabled)
Percentage %
83.2%
8.8%
3.7%
1.5%
0.9%
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UD - Under development - a future release (free) with no known release date UD 19

NA - Not available / not supported NA 19
The vendor should have selected one of the above options and the count
should be NIL. If there are any counts of 'select' the vendor has not answered all
the questions. Select 0
Total Total 2065
Control total (should equal 'Total' above, if not, there is an error) 2065
2. Analysis of Vendor Response, showing whether the requirements can be

met now, in the future or not met
Description - The requirements are: Respo Count

Met now (YES+CUS+TPS combined) Met N 1977
Met in the future (FR) Met in 32
May be met (MOD+UD combined) May b 37
Not met (NA+Select) Not Me 19
Total 2065
Cost Comparison
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0.9%
0.9%
0.0%
100.0%
Percentage %
95.7%
1.5%
1.8%
0.9%
100.0% Sample Cost Comparison - for
illustration purposes only.
(Calculations disabled)
Source of costs Option: Purchase Purchase SaaS SaaS

Time: (3 years) (5 years) (3 years) (5 years)
Costs $ Costs $ Costs $ Costs $
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Software purchase
SaaS / rental
Implementation services
Enhancements / modifications
Maintenance / support
Other charges (purchase)
Other charges (SaaS)
Estimated total vendor costs
Sample Cost-Score Ratios - for

illustration purposes only.
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Sub total of quoted costs from above Sof 63000 63000
Estimated costs from above SaaS / rental 75600 126000
Sub total of quoted costs from above Imp 25000 25000 25000 25000
Sub total of quoted costs from above Enh 4000 4000
Estimated costs from above Mai 30000 50000
Sub total of quoted costs from above Oth 6000 6000
Sub total of quoted costs from above Other charges (SaaS) 8000 8000
Total costs Tot 128000 148000 108600 159000
Cost-Score ratio Option: Purchase Purchase SaaS SaaS

(Also called price-quality ratio or lowest cost quotient) Time: 3 years 5 years 3 years 5 years
Total costs - from above Tot 128000 148000 108600 159000
Total evaluated weighted scores - from below Tot 11668.25 11668.25 11668.25 11668.25
Ratios (total costs/evaluated weighted Sample Summary of Scores by Differ

scores) Rat 10.97 12.68 9.31 13.63 Module - for illustration Show
Ideally, ratio should be as low as possible purposes only. (Calculations functi
disabled) targe
SUMMARY OF SCORES - BY MODULE Average Evaluated Target Difference

Score WS WS WS
Page: 41 of 51
Difference WS %, with conditional formatting.

Shows Evaluated vs Target Weighted Scores ie whether (and by how much)
functionality is met for each module. In this example all modules meet the
target functionality, except for Employee Expenses
Difference
WS %
Page: 42 of 51
Insert
your
logo
Vendor
Page: 43 of 51
Payroll Management 1109.50 3173.00 3016.00 157.00
Pay and Benefits Management 323.50 940.00 836.00 104.00
Self Service 334.00 988.50 816.00 172.50
Payroll Bureau / Outsourcing 291.50 291.50 280.00 11.50
Employee Expenses Management 222.25 615.75 736.00 -120.25
Common Requirements for All Modules 764.25 2184.75 2172.00 12.75
Systems Operations 430.25 1252.75 1222.00 30.75
Technology Requirements 597.75 1593.25 1534.00 59.25
Software / System Support and Services 222.75 628.75 582.00 46.75
Total 4295.75 11668.25 11194.00 474.25
Page: 44 of 51
5%
12%
21%
4%
-16%
1%
3%
4%
8%
4%
Page: 45 of 51
Insert
your
logo
Vendor
Top
Page: 46 of 51
SAMPLE CHARTS
Results of your evaluation of the vendor response
Summary of Scores by Module Analysis of Vendor Response - showin

the requirements can be met now, in
3500.00
3000.00 11668 or not met
2500.00
2000.00 2500
1500.00
Total
1000.00 Evaluated
Weighted 2000
500.00
0.00 Score
t t t s ns ts es
ice g
Scores
en en rv rc
in en le
tio en vic
1500
du
Count / %
m m e u m a m r
a ge a ge lf
S so ag
e
M
o er ire Se
an an Se O ut an All Op qu nd
M r s e a
ll sM au
/ sM fo em
R rt 1000
yro efit e n se ts st o gy ppo
r n y l
Pa Be
n u pe e S no Su
nd
yrol
lB
e e
Ex
qu
i re
m
T e ch
st
e m 11194 500
ya Pa oy Sy
Pa pl Re /
Em on ar
e
m w
m ft Total Target 0
Co So Met Now Met in the Future May be Met N
Weighted Score
Payroll Modules Meeting Requirements
Count Percentage %
Evaluated WS Target WS
Summary of Scores by Module Analysis of Vendor Response

Chart shows Evaluated vs Target Weighted Scores ie whether desired Shows whether requirements can be met now. In this ex
functionality is met for each module. In this example: Yes, except for Employee requirements are met now, 1.5% in the future, 1.8% may
Expenses Management. not met.
Page: 47 of 51
or Response - showing whether Analysis of Vendor Response - showing how the
s can be met now, in the future vendor can / can not meet the requirements
or not met 95.7% 2500
2000
Requirements
Met Now
1500
Count / %
1000
500
0
the Future May be Met Not Met Total YES CUS TPS FR MOD UD NA Select Total
Meeting Requirements Response Options
Count Percentage %
Count Percentage %
Analysis of Vendor Response

can be met now. In this example: 95.7% of Shows how requirements can be met. In this example: the 95.7% of
5% in the future, 1.8% may be met and 0.9% requirements met now, comprise 83.2% met (straight out of the box), 8.8%
needing customisation and 3.7% from using third party software.
Page: 48 of 51
Summary of Scores by Module Analysis of Vendor Response
Chart shows Evaluated vs Target Weighted Scores ie whether desired Shows whether requirements can be met now. In this ex
functionality is met for each module. In this example: Yes, except for Employee requirements are met now, 1.5% in the future, 1.8% may
Expenses Management. not met.
Cost Comparison - Purchase vs SaaS (over 3 / 5 years)

180000
160000
140000
120000
100000
Costs $'000
80000
60000
40000
20000
0
Software purchase SaaS / rental Implementation Enhancements / Maintenance / Other charges Other charges Total
services modifications support (purchase) (SaaS)
Cost Breakdown / Components
Purchase (3 years) Costs $ Purchase (5 years) Costs $ SaaS (3 years) Costs $ SaaS (5 years) Costs $
Cost Comparison - Purchase vs SaaS (over 3 and 5 years)

Chart compares indicative vendor costs for each option. In this example SaaS/rental is the lower cost over 3 years, whilst Purchase is the lower cost
option over 5 years.
Page: 49 of 51
Analysis of Vendor Response
can be met now. In this example: 95.7% of Shows how requirements can be met. In this example: the 95.7% of
5% in the future, 1.8% may be met and 0.9% requirements met now, comprise 83.2% met (straight out of the box), 8.8%
needing customisation and 3.7% from using third party software.
Cost-Score Ratios (total costs/evaluated weighted

scores)
16.00
14.00
12.00
10.00
8.00
Ratios
6.00
4.00
2.00
0.00
3 years 5 years 3 years 5 years
Purchase Purchase SaaS SaaS
Purchase / SaaS Options
Cost-Score Ratios - Purchase vs SaaS (over 3 and 5 years)

Chart compares total costs divided by total evaluated weighted scores. The
lowest cost-score ratio for each time period indicates the best option. In this
example: SaaS option has the lower cost-score ratio over 3 years and the
Purchase option has the lowest cost-score ratio over 5 years
Page: 50 of 51
Page: 51 of 51

PAY221-Requirements - SAMPLE

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PAY221-Requirements - SAMPLE

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SAMPLE REQUIREMENTS TEMPLATE

For Payroll Software

This sample template comprises the following worksheets:

click the link below:

1 PAYROLL MANAGEMENT 526

1.1 Payroll system configuration

2.1 Employee pay and compensation

3 SELF SERVICE 138

3.1 Employee Self Service (ESS)

4 PAYROLL BUREAU / OUTSOURCING 140

4.1 Payroll services

5 EMPLOYEE EXPENSES MANAGEMENT 134

6 COMMON REQUIREMENTS FOR ALL MODULES 380

7 SYSTEMS OPERATIONS 210

8 TECHNOLOGY REQUIREMENTS 289

8.1 Application software

9 SOFTWARE / SYSTEM SUPPORT AND SERVICES 103

9.1 Sources of support

Total number of criteria 2065

For more information about the Payroll RFI/RFP Template

or to buy a copy, click the link below:

Section Software Module

Columns B, C, D & E for your system requirements

Extra Evaluator 1 Evaluator 2 Evaluator 3 Evaluator 4 Average Evaluated Target Difference

mns F,G & H for vendor response to your requirements

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

Support an unlimited number of voluntary deductions including: medical,

Multiple deduction details including: scheme details, amounts to be deducted,

nses from drop down menu -

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

or Responses (drop down Sample526 526 - for

Standard Software AA V03 3 2 2 2 2.25 6.75 6.00 0.75

Standard Software AA V03 3 3 2 2 2.50 7.50 6.00 1.50

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

Top Sub Total - Pay and Benefits Management

145 145 145 145 145 145 290 -145

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

1 1 1 1 1.00 1.00 2.00 -1.00

Top Sub Total - Self Service

4 PAYROLL BUREAU / OUTSOURCING

5 EMPLOYEE EXPENSES MANAGEMENT

138 138 138 138 138 138 276 -138

1 1 1 1 1.00 1.00 2.00 -1.00

Top Sub Total - Employee Expenses Management

6 COMMON REQUIREMENTS FOR ALL MODULES

9 SOFTWARE / SYSTEM SUPPORT AND SERVICES

Top Total All Modules

134 134 134 134 134 134 268 -134

2065 2065 2065 2065 2065 2065 4130 -2065