HRMS Questionnaire - Important Before Your Setup

Posted by: Sameh_Bakkar in on Apr 03, 2011

Tagged in: Untagged
Major Topics

Questions
Key Flexfield Structures

Applicable Setups:
Key Flexfields

Job a generic role within a
company which is independent
of any single organization
What job titles are used? Are job codes associated with the titles? Please provide a listing
of all applicable information regarding job titles.
(Director, Manager, Professional, Clerical, Skilled; 1001-Director)
Position a specific occurrence
of one job, fixed within one
organization
What position titles are used? Are position codes associated with the titles? Are positions
defined to associate with single or multiple holders? Please provide a listing of all
applicable information regarding positions.
(IT Manager, Accounting Clerk I; 2010-IT Manager)
Grade component of
an employees
assignment defining
their level and used to
control value of their
salary

What are your grade scales and rates? Do you calculate comparatios? Is your mid-point a
true mid-point or derived value? Please provide a listing of all grade names with
associated min, mid, and max values.
Define any progression points, if applicable. (A1, A2, B1, B2 Hourly, Salary)
People special groups of
employees in your enterprise Do you have groups of employees eligible for different benefits or earnings types that need
to be identified? Please define each identifying the associated benefit eligibility for each.
(Unions, executives, highly comp)
Cost Allocation used to record
details of employee costing
associated with payroll results
What are the segments of the General Ledger Accounting number such as company,
department, division, etc.? In what segment(s) besides the liability expense accounts are
payroll costs posted?
Which segments of the General Ledger accounting number are closely affiliated with the
organization?
What cost centers are used for payroll? Please provide the department/cost center
account numbers of the GL COA where time is charged.
Personal Analysis
used to record special
personal information
not included as
standard information
What special information do you capture on employees not included as standard
information?
(Medical, education, training)
What are the different types of events employees can be scheduled to attend?
(Training, Seminar)

Administration What currency do you use?
(US Dollar, Canadian Dollar, Peso)
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Major Topics

Questions
Applicable Setups:
Currencies
QuickCode Types & Values
What different bank account types are used?
(Checking, Savings, Money Market)
Salary Administration
Performance Evaluation
Information
What absence categories are used?
(Medical Leave, Family Leave, Personal Leave)
What absence reasons are used?
(Birth of child, Adoption of child)
Are employees issued a unique employee ID or is their SSN used as their ID?
What titles are used for employees, if any?
(Mr. Mrs. Ms.)
What are the different address types used for employees?
(Home, mailing, summer, weekend)
Does your company operate on a fiscal year or calendar year? If fiscal, what are the
dates?
What budget types are tracked? Please provide types/categories and associated values
for each.
(Headcount, FTE)
Are values assigned to represent FTEs with an employment category of part-time regular,
part time temporary and/or full time temporary? (i.e., Part-time regular = .5 of full-time
regular?)
Are position/title budgets used by your company? Is reporting done on planned vs. actual
for analysis? By dollars? By position/title?
Are position/titles managed by FTEs (full-time equivalents)?
What types of contacts are tracked?
(Employee, spouse, children, emergency, dependents)
Does your company employ and identify ex-patriot employee types? Third Party
Nationals? If so, do you maintain in your HRIS? Please provide a list of countries where
ex-patriots and/or Third Party Nationals maintain their residence. Also, please include a
sample address style for each country represented.
Is information regarding contractor/vendor personnel maintained in your HRIS? Do these
external person types need access as users of the system? Do they use the same
positions and/or job names, labor costing, labor/time recording, etc., as your employees? If
no, please provide naming conventions used.
What PayMIX batch control totals do you use? This will be used for batch entry of benefit
and deduction information. This will be a batch type used to total information to validate
totals against a known amount. (Bonus amount, hours entered on time cards)
What reasons are used for changes in employee status?
(Terminated, Transferred, Promotion)
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