Ready-to-Use RFP Outline Time & Attendance (TA) Software

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1 The Time & Attendance software RFP Master is very comprehensive, with many hard-hitting questions targeting both normal and "exception case" business usage and productivity situations. A detailed topic listing for this RFP Master is shown below, followed by sample RFP questions and vendor response comparisons. Please use our secure order page to purchase this RFP: FOUNDATION ISSUES Purpose General Background/Organization History Desired System & Benefits Project Summary/Definitions RFP Limitations Responsibility for Performance Vendor/Bidder Interest & Commitment Project Schedule Vendor/Bidder Conference Right to Negotiate/Cancel/Modify Plus Many Other Legal Topics! VENDOR PROFILE Time in Business Financial Record Product Development R & D Resources Support Resources Implementation Resources Project Management Resources Installed Base Training Resources Custom Software Expertise Online Help Functions GLOBAL SOFTWARE CHARACTERISTICS Maturity of Product Architectural/OOP Issues System Scalability Server/Client OS Support Database Support Data Interface Reporting Capabilities Query Functionality

2 User-Defined Parameters Documentation Security Application Interfaces Programming Toolkit 3 rd Party ERP Interface Wireless Technology support TIME & ATTENDANCE FUNCTIONS Major Functional Area Breakout Time Period Support Time Sheet Data Collection Activity Assignment Time Sheet Approval Reporting Regulatory Standards Compliance HIPAA 21 CFR Part II - FDA ISO 9000 GPEA (Government Paperwork Elimination Act) DCAA (Defense Contractor Audit Agency) European Time Directives FMLA (Family Medical Leave Act) FLSA (Fair Labor Standards Act) FMFIA (Federal Mgr. Financial Integrity Act) Six Sigma SOP 98 State Wage Laws User Defined Configuration Capabilities Data Collection/Acquisition

3 Time & Attendance Rules Approval Workflow Automated Approval Rules Overtime Policy Overtime Calculation/Tracking Capabilities Work Breakdown Structure Client Specific Project Specific Task Specific Activities Security Time Periods and many others Data Interfaces Offered/Supported Biometric Magnetic Strip Bar Code PC PDA PALM Wireless devices RIM devices Web Punch Web Punch w/touch Screen Windows Application Windows Application w/touch Screen Time & Attendance Data Capture Elimination of Time Card preparation, collection, storage, & retrieval Attachment of Notes Activity Assignment Automatic calculation of Vacation, Sick, & Comp time Time Entry Time Entry Time Entry Manager Authorized Capabilities Attendance Tracking Late Days/Absence Monitoring & Reporting Management Audits

4 Access Rights by Individual Employee Scheduling Functions Rotating Schedules User-Defined Scheduling Constraints by Employee Full FMLA Support Leave Time Tracking Alerts & Messages User-defined By Employee Time Sheet Exceptions Leave Time Expiring Employee Review Dates Employee Termination Date 3 rd Party System Intefaces Payroll ADP Ceridian ACCPAC Generic Enterprise Application Peoplesoft SAP JD Edwards Oracle Siebel SAS Great Plains Generic Detailed Reporting Issues Filters Sorting Customization Individual Access Individual Configuration Web-access, Exporting SECURITY

5 By Individual By Group By Role or Position System-based Network-based Standards Supported (PKI, etc.) IMPLEMENTATION Data Conversion Installation Initial Training On-going Training Support Help Desk Tools Available COST DATA Initial One-Time Costs Recurring Costs Licenses Support Maintenance Customization RFP QUESTION EXAMPLES Some sample questions typical for both the Word and Excel versions of this RFP Master are shown here. Although the same questions are used in both, please remember there are some important differences between the Word and Excel versions. Only the Excel version offers the Feature Support Matrix function, built-in Weighted Grade Point Scoring and Side-by-Side comparison of vendor responses. For more detailed information about the Excel version please visit this link: A sample RFP question from the SECURITY section (in green): Please indicate if the proposed software's security functions can limit access in the following ways: a. Limit user to specific topics or records (Inclusive): Y N b. Restrict user from specific topics or records (Exclusive) Y N

6 c. Limit user to specific screens (Inclusive) Y N d. Restrict user from specific screens (Exclusive) Y N e. Limit user to read only (no ability to add or change data) Y N f. Restrict ability of user to print reports or screen prints Y N g. Terminate session if multiple password errors are incurred? Y N WEIGHTED GRADE SCORE & FEATURE COMPARISONS: Excel version only. Distribute RFPs and receive vendor RFP responses electronically. Almost instantly compare vendor responses (proposals) side-by-side in detail or 3-D bar chart form. Compare Weighted Grade Point Scores or Response Features (next page). Compare vendor RFP responses side-by-side at the detail level using the RFP Master Response Evaluation spreadsheet!

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