CITY OF CARMEL-BY-THE-SEA Council Report March 3, 2015 To: Honorable Mayor, Members of the City Council, Douglas J. Schmitz, City Administrator From: Paul Wood, Finance Manager Subject: Resolution authorizing the City Administrator to Execute Agreements with Paychex Flex Payroll Plan, Taxpay Service, Reporting and Human Resources Online Services RECOMMENDATION(S): Adopt the Resolution selecting Paychex Flex Payroll Plan, Taxpay Service, Reporting and Human Resources Online Services and authorize the City Administrator to execute a two year agreement with Paychex, and an additional two year extension for a not to exceed annual amount of $31,000 for Human Resources and Payroll System Services. EXECUTIVE SUMMARY: City staff issued a Request for Proposals (“RFP”) for cloud-based human resources (HR) and payroll system on November 21, 2014. Four proposals were received by the stated deadline of January 15, 2015. Based upon the proposals received, staff is recommending that the City enter into an agreement with Paychex for HR and payroll systems for a two year period from March 5, 2015 to March 4, 2017 for an annual amount not to exceed $31,000 per year. ANA L YSIS/DISCUSSION: The City is seeking a vendor to provide a cloud-based HR and payroll system to replace its current system. “Cloud-based” means that services are availabilit y to users on demand via the Internet from a cloud computing provider’s service. The HR goals of the new system would be to improve the City’s ability to record and track employee pay and benefits; maintain employee records; generate various reports; personnel control and management; risk management; tracking of such items as turnover, position history, equal opportunity employment, grievances and training. On the payroll side, the system would also record accruals, leaves, and overtime; calculate base, special and overtime pay and assist with compliance federal and state taxes, retirement (PERS) and any labor agreements as well as allow employees to view paystubs and W-2 forms online. Four proposals were received on time in response to the RFP, one report was late and disqualified. The four proposers were (1) CentricHR, (2) Insperity, (3) Paychex, and (4) Pinnacle Payroll. Each of the proposals was evaluated by staff based upon the qualifications of the firm, including its project management experience and project team members; the Council Meet ing Date: 3/3/15 Agenda Item: 7.J Council Agenda Packet for 3/3/15 Page 103 Council Agenda Packet for 3/3/15 Page 106
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
To: Honorable Mayor, Members of the City Council,Douglas J. Schmitz, City Administrator
From: Paul Wood, Finance Manager
Subject: Resolution authorizing the City Administrator to Execute Agreementswith Paychex Flex Payroll Plan, Taxpay Service, Reporting and HumanResources Online Services
RECOMMENDATION(S):
Adopt the Resolution selecting Paychex Flex Payroll Plan, Taxpay Service, Reporting andHuman Resources Online Services and authorize the City Administrator to execute a twoyear agreement with Paychex, and an additional two year extension for a not to exceedannual amount of $31,000 for Human Resources and Payroll System Services.
EXECUTIVE SUMMARY:
City staff issued a Request for Proposals (“RFP”) for cloud-based human resources (HR) andpayroll system on November 21, 2014. Four proposals were received by the stated deadlineof January 15, 2015. Based upon the proposals received, staff is recommending that the Cityenter into an agreement with Paychex for HR and payroll systems for a two year period fromMarch 5, 2015 to March 4, 2017 for an annual amount not to exceed $31,000 per year.
ANALYSIS/DISCUSSION:
The City is seeking a vendor to provide a cloud-based HR and payroll system to replace itscurrent system. “Cloud-based” means that services are availability to users on demand viathe Internet from a cloud computing provider’s service. The HR goals of the new systemwould be to improve the City’s ability to record and track employee pay and benefits; maintainemployee records; generate various reports; personnel control and management; riskmanagement; tracking of such items as turnover, position history, equal opportunity
employment, grievances and training. On the payroll side, the system would also recordaccruals, leaves, and overtime; calculate base, special and overtime pay and assist withcompliance federal and state taxes, retirement (PERS) and any labor agreements as well asallow employees to view paystubs and W-2 forms online.
Four proposals were received on time in response to the RFP, one report was late anddisqualified. The four proposers were (1) CentricHR, (2) Insperity, (3) Paychex, and (4)Pinnacle Payroll. Each of the proposals was evaluated by staff based upon the qualificationsof the firm, including its project management experience and project team members; the
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 103Council Agenda Packet for 3/3/15Page 106
proposed work plan and schedule for implementation; the functionality of the proposedsystem (i.e. whether features are fully provided and “out of the box”, customized or requirethird party software) and the level of support provided during and post implementation.Based upon the criteria, staff is recommending that the City enter into an agreement withPaychex.
Paychex, Inc. is a provider of integrated technology solutions for HR, payroll, retirement andinsurance services, with 43 years of industry experience. The main corporate headquartersare located in Rochester, New York, with a local office in Watsonville, CA. The HR moduleproposes to provide online payroll and benefits processing, as well as unemploymentinsurance services, COBRA administration, employee handbooks, HR support with adedicated toll-free support line, an on-site HR generalist and a Safety and Loss Controlrepresentative that can provide onsite training and consultation.
Once an agreement is executed, the Paychex HR Generalist will meet with City staff andconduct an HR assessment of the current system. An initial assessment list will be
generated and a 12-month calendar of services created in order to begin implementation.
FISCAL IMPACT: The anticipated cost for services for Paychex are noted in the table belowand include a one-time implementation fee and an administrative fee paid semi-monthly,based upon the number of employees. The cost for year one of the HR/ Payroll System(Fiscal Year 14-15) is included in the IT Strategic Plan budget.
Component Year One Year TwoImplementation fee (1x) $3,200.00 $0
Administrative Fee $26,922.2472 employees
$28,194.2477 employees
Total $30,122.24 $28,194.22
PREVIOUS COUNCIL ACTION/DECISION HISTORY: None
ATTACHMENTS:1. City RFP2. Resolution
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 104Council Agenda Packet for 3/3/15Page 107
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEASELECTING PAYCHEX FLEX PAYROLL PLAN, TAXPAY SERVlCE, REPORTING AND
HUMAN RESOURCES ONLINE SERVICES AND AUTHORIZING THE CITY
ADMINISTRATOR TO EXECUTE THE ADMINISTRATIVE SERVICES AND ADOPTION AGREEMENTS WITH PAYCHEX FOR A PERIOD OF TWO YEARS, AND AN ADDITIONALTWO YEAR EXTENSION FOR HUMAN RESOURCES AND PAYROLL SYSTEM
SERVICES WITH AN ANNUAL AMOUNT NOT TO EXCEED $31,000.
WHEREAS, the City issued a Request for Proposals for a cloud-based humanresources and payroll system; and
WHEREAS, Paychex was selected based upon the qualifications of the firm, the workplan and the functionality of the proposed financial system and support services, and
NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITYOF CARMEL-BY-THE-SEA does hereby
1. Adopt the Paychex Flex Payroll Plan, Taxpay Service, Reporting and HumanResources Online Services; and
2. Authorize the City Administrator to Execute the Administrative Services Agreement and an Adoption Agreement setting forth the terms and conditionsof the Agreement for a period of two years; and
3. Authorize the City Administrator to Execute an Additional Two Year Extensionto the Administrative Services Agreement upon mutual agreement of theParties.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA on this 3rdday of March 2015 by the following roll call vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
SIGNED: ATTEST:
Jason Burnett, MAYOR Lee Price, MMCInterim City Clerk
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 106Council Agenda Packet for 3/3/15Page 109
The City of Carmel-by-the-Sea is seeking a cloud-based Human Resources and Payrollsystem to replace its current system. Systems from responding proposers must, at aminimum, be cloud-based and consist of the following modules: Human Resources andPayroll.
2. BACKGROUND
Carmel-by-the-Sea is one square mile in area, with a population that has remained steady
at between 4,000 and 4,100. Through the diligent efforts of dedicated and hard-workingcitizens and their elected and appointed officials, Carmel-by-the-Sea has retained muchof its heritage and the quality of life which drew those first settlers to its midst.
Carmel-by-the-Sea was first incorporated as a City in 1916. It was founded by artists andwriters-among them Jack London, George Sterling, Mary Austin and Robinson Jeffers.Carmel-by-the-Sea is resplendent in rich natural beauty and prides itself on its white sand beach, luxuriant landscaped bluffs, verdant urban forest, natural parklands and roadsidegreenbelts.
Annual revenues are between $12 million and $14 million per year, and the City employs
approximately 72 full-time equivalent (FTE) people.
3. SCOPE OF SERVICES
The selected firm will perform and provide the following:
• A cloud-based (i.e., available to users on demand via the Internet from a cloudcomputing provider’s servers) Human Resources and Payroll system which willinclude the following functions (see Attachment 1 for detailed functionality withineach “module”):
Human Resources
Payroll• Data conversion services and implementation training
The contracted firm shall perform the following activities to complete the conversion and set upof financial system:
1. Determine that City has the requisite hardware and software required to fullyimplement solution.
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 107Council Agenda Packet for 3/3/15Page 110
2. Provide a Statement of Work which addresses the scope, roles and responsibilitiesof all individuals involved,
3.
Provide proof of data security and encryption, redundancy and assurances as toavailability,
4. Provide a Service Level Agreement,5. Attend meetings with the City Council and appropriate staff, as necessary.
4. INSTRUCTIONS TO PROPOSERS
4.1 Examination of Proposal Documents
The submission of a proposal shall be deemed a representation and certification by the Proposer that they:
4.1.1 Have carefully read and fully understand the information that was provided by the City to serve as the basis for submission of this proposal.
4.1.2 Have the capability to successfully undertake and complete the
responsibilities and obligations of the proposal being submitted.4.1.3 Represent that all information contained in the proposal is true and correct.4.1.4
Did not, in any way, collude, conspire to agree, directly or indirectly, withany person, firm, corporation or other Proposer in regard to the amount,terms or conditions of this proposal.
4.1.5 Acknowledge that the City has the right to make any inquiry it deemsappropriate to substantiate or supplement information supplied byProposer, and Proposer hereby grants the City permission to make theseinquiries, and to provide any and all related documentation in a timelymanner.
No request for modification of the proposal shall be considered after itssubmission on grounds that Proposer was not fully informed to any fact orcondition. The City shall not be responsible for nor be bound by any oralinstruction, interpretations or explanations issued by the City or itsrepresentatives.
4.2 Submission of Proposals
The City is not holding a pre-proposal bidders conference. All vendor questionsshould be addressed via e-mail to the Project Manager, Paul Wood, CPA
Proposals must be delivered no later than 5:00 p.m. on Thursday, January 15,2015. All proposals received after that time will be returned to the Proposerunopened.
The Proposer shall submit two (2) copies of its proposal in a sealed envelope,addressed as noted above, bearing the Proposer’s name and address clearly
marked with the RFP number (RFP#1415-67-02).
4.3 Withdrawal of Proposals
A Proposer may withdraw its proposal at any time before the expiration of thetime for submission of proposals as provided in the RFP by delivering a writtenrequest for withdrawal signed by, or on behalf of, the Proposer.
4.4 Rights of the City of Carmel-by-the-Sea
This RFP does not commit the City to enter into a contract, nor does it obligatethe City to pay for any costs incurred in preparation and submission of proposalsor in anticipation of a contract. The City reserves the right to:
• Make the selection based on its sole discretion;
• Reject any and all proposals;
• Issue subsequent Requests for Proposals;
• Postpone opening for its own convenience;
• Remedy technical errors in the Request for Proposals process;
• Negotiate with any, all or none of the Proposers;
• Accept other than the lowest offer;
• Waive informalities and irregularities in the Proposals and/or
•
Enter into an agreement with another Proposer in the event the originallyselected Proposer defaults or fails to execute an agreement with the City.
An agreement shall not be binding or valid with the City unless and until it is executed byauthorized representatives of the City and of the Proposer.
5. PROPOSED RFP TIMELINE
The RFP Timeline is as follows:
RFP Issued November 21, 2014
Deadline for Receipt of Proposals January 15, 2015
Contract awarded January 22, 2015
Completion of implementation and training
Consultant availability through
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 109Council Agenda Packet for 3/3/15Page 112
These instructions outline the guidelines governing the format and content of the proposaland the approach to be used in its development and presentation. The intent of the RFP isto encourage responses that clearly communicate the Proposer’s understanding of theCity’s requirements and its approach to successfully provide the products and/or services
on time and within budget. Only that information which is essential to an understandingand evaluation of the proposal should be submitted. Items not specifically and explicitlyrelated to the RFP and proposal, e.g. brochures, marketing material, etc. will not beconsidered in the evaluation.
All proposals shall address the following items in the order listed below and shall benumbered 1 through 5 in the proposal document.
6.1 Proposal Summary
This section shall discuss the highlights, key features and distinguishing points of theProposal and a list of individuals and contacts for this Proposal and how to
communicate with them.
6.2
Profile on the Proposing Firm(s)
This section shall include a brief description of the Prime Proposer’s firm size aswell as the proposed local organization structure. Include a discussion of the PrimeProposer firm’s financial stability, capacity and resources. Include all other firms participating in the Proposal, including similar information about the firms.
Additionally, this section shall include a listing of any lawsuit or litigation and theresult of that action resulting from (a) any public project undertaken by the Proposer
or by its subcontractors where litigation is still pending or has occurred within thelast five years or (b) any type of project where claims or settlements were paid by theconsultant or its insurers within the last five years.
6.3 Qualifications of the Firm
This section shall include a brief description of the Proposer’s and proposed sub-consultant’s qualifications and previous experience on similar or related projects.Provide descriptions of pertinent project experience with other public municipalitiesthat includes a summary of the work performed, the total project cost, the percentageof work the firm was responsible for, the period over which the work was completed,and the name, title, and phone number of clients to be contacted for references. Givea brief statement of the firm’s adherence to the schedule and budget for the project.
6.4 Work Plan or Proposal
This section shall present a well-conceived service plan. Include a full descriptionof major tasks and subtasks. This section of the proposal shall establish that theProposer understands the City’s objectives and work requirements and Proposer’sability to satisfy those objectives and requirements. Succinctly describe the proposedapproach for addressing the required services and the firm’s ability to meet the City’s
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 110Council Agenda Packet for 3/3/15Page 113
schedule, outlining the approach that would be undertaken in providing the requestedservices.
6.5 Proposal Costs
The fee information is relevant to a determination of whether the fee is fair andreasonable in light of the services to be provided. Provision of this information
assists the City in determining the firm’s understanding of the project and providesstaff with tools to negotiate the cost.
This section shall include the proposed costs to provide the services desired. Includeany other cost and price information that would be contained in a potential agreementwith the City. The hourly rates may be used for pricing the cost of additionalservices outlined in the Scope of Work.
PLEASE NOTE: The City of Carmel-by-the-Sea does not pay for services before itreceives them. Therefore, do not propose contract terms that call for upfront payments or deposits.
Insurance Requirements
The selected Proposer(s), at Proposer’s sole cost and expense and for the full term of theAgreement or any extension thereof, shall obtain and maintain, at a minimum, all of theCity’s insurance requirements as noted below:
Coverages Limits of Liability
General liability, including bodily injury, $1,000,000 each occurrence property damage, and contractual liability
Automobile liability, including bodily injury $1,000,000 each occurrenceand property damage
Professional liability $1,000,000 each occurrence$1,000,000 aggregate
7. REVIEW AND SELECTION PROCESS
City staff will evaluate the proposals provided in response to this RFP based on the
following criteria:• Quality and completeness of proposal;
• Proposer’s experience, including the experience of staff to be assigned to the
project, the engagements of similar scope and complexity;
• Cost to the City;
• Proposer’s ability to perform the work within the time specified;
• Proposer’s prior record of performance with other cities or governmentalagencies.
Council Meeting Date: 3/3/15 Agenda Item: 7.J
Council Agenda Packet for 3/3/15Page 111Council Agenda Packet for 3/3/15Page 114
Proposers may be required to participate in an oral interview.
9. COLLUSION
By submitting a proposal, each Proposer represents and warrants that their proposal is
genuine and not a sham or collusive or made in the interest of or on behalf of any person notnamed therein; that the Proposer has not directly induced or solicited any other person tosubmit a sham proposal or any other person to refrain from submitting a proposal; and thatthe Proposer has not in any manner sought collusion to secure any improper advantage overany other person submitting a proposal.
10. NON CONFORMING PROPOSAL
A proposal shall be prepared and submitted in accordance with the provisions of these RFPinstructions and specifications. Any alteration, omission, addition, variance, or limitation of,from or to a proposal may be sufficient grounds for non-acceptance of the proposal, at thesole discretion of the City.
11. QUESTIONS
Please direct any questions regarding this RFP to:
Paul Wood, CPAFinance ManagerCity of Carmel-by-the-SeaPO Box CC, Carmel-by-the-Sea, CA 93921
This Attachment lists system features that the City of Carmel-by-the-Sea considers to be essential Financial System Functionality for the waythey do business. It should not be considered an attempt to list the common functionality that any financial system would be expected to
contain.
Vendors will be required to warrant that their financial systems will fulfill the functionality described in this Attachment, as well as any
additional functionality described in the vendor’s literature or functionality presented in the software demonstrations.
All Vendors must respond to each of the requirement items listed in the following section using one of the responses listed below. Each itemmust have a response entered into the Vendor Response section from the listed responses in order to be considered. Vendors are encouraged
to use the Vendor Comments section to help clarify any of their responses.
RESPONSE KEY
FP = Fully provided “out-of the box”
CO = Supported with appropriate configuration (no changes to underlying standard software code required)
CU = Custom development to underlying code is required. Provide estimated price of modification in Comments column
TP = Third party software required. Identify required third party software in Comments column
such as by employee, by department, by job classification, by position, and by labor
group).
HR-23
Ability to track insurance coverage, including COBRA, for qualified beneficiaries
including establishing the account receivables for insurance premiums.
HR-24 Ability to track eligibility by qualifying event and generate letters.
HR-25 EMPLOYEE RECORDS:
HR-26 Maintain employee’s current date of hire / adjusted hire date.
HR-27 Maintain employee’s current education.
HR-28 Maintain employee’s current anniversary date and seniority date.HR-29 Maintain employee’s training history, including sexual harassment training.
HR-30 Maintain employee’s current employee number.
HR-31 Maintain employee’s current department / division and historical records.
HR-32 Maintain employee’s current pay status and historical records.
HR-33 Maintain employee’s current salary and historical records.
HR-34 Maintain employee’s current special pay assignments and historical records.
HR-35 Maintain employee’s current position number.
HR-36 Maintain employee’s current job title and historical records.
HR-37 Maintain employee’s current location code and historical records.
HR-38 Maintain employee’s current employee name and address.
HR-39 Maintain employee’s current telephone numbers (work, mobile and home).
HR-40 Maintain employee’s current social security number.
HR-41 Maintain employee’s current FLSA exempt/non-exempt.
HR-42 Maintain employee’s current labor group.
HR-43 Maintain employee’s birthdate.HR-44 Maintain employee’s current probation dates.
HR-45 Maintain employee’s current evaluation date.
HR-46 Maintain employee’s current employee work schedule and FLSA work period.
HR-47 Maintain employee’s current marital status.
HR-48 Maintain employee’s current work permit and / or work visa.
HR-49 Maintain employee’s current worker's compensation class code.
HR-50 Maintain employee’s current leave accrual codes.
HR-51 Maintain employee’s current termination date/reason and historical records.
HR-52 Maintain emergency contact information, including names, addresses and phone
HR-53 Provide the capability to link document images to employee records.
HR-54
Ability to track user-defined employee status types with the associated dates (e.g.,
active, terminated, probationary, suspension, military, maternity). If number of
status types is limited, vendor to indicate maximum number in comments.
HR-55
Maintain demographic information relating to benefits for employees and their
dependents.
HR-56
Capture information related to FMLA, PDL, CFRA, unpaid leave, Worker’s
Compensation and City leave policy.
HR-57
Record leave accrual, leave balances and leave usage for all leave categories sincehire date. Provide for calculating totals used by a specified period of time. Include
IPP's.
HR-58
Provide a maximum accrual of leave benefits with ability to alert employees that are
approaching the maximum.
HR-59
Provide for maintenance of multiple iterations of performance review information
including but not limited to the review period starting and ending dates, ratings, a
reason code for the review, current salary or step, and classification in which the
employee was working during the review period.
HR-60
Provide capability to electronically send employee reviews to supervisors through
workflow process.
HR-61 Provide for a City of Carmel-by-the-Sea defined employee review schedule.
HR-62
Provide ability to define as many codes and associated values as possible in easily
maintained user-defined tables including but not limited to table of salary schedules,
table of class codes, and table of personnel action codes. All appropriate tables must
be shared with the Payroll system. All tables to be established with effective dates.
HR-63
Provides online exit interview form; allows for workflow routing and review;
maintains information on who reviewed and date of review.
HR-64
Maintain information on property issued to an employee, such as office keys,
equipment, etc. to be returned upon separation.
HR-65
Record and track data for EEOC purposes and reports required by the state and
federal government and related reports using data such as age, gender, ethnic code,
position title, and salary range.
HR-66 GENERAL REQUIREMENTS:
HR-67
Provide Employee Services’ and Finance’s staff online inquiry of all employee data
for any field in the database (depending on security level).
HR-68
Provide user-defined fields in the database. If there is a limitation, vendor to indicate
maximum number of user-defined fields in comments.
Provide employee and supervisor self-service to review information, make changes
and begin workflows.
HR-70
Ability to generate and Issue Identification badges for employees based on data in
system.
HR-71
Ability to process Payroll and HR functions when rules are different for each area
(i.e. payroll needs benefit deductions bi-weekly and HR needs the premiums
calculated monthly).
HR-72 INQUIRY / REPORTING:
HR-73 Provide for online inquiry / review of all benefit information.
HR-74
Generate benefit reports in a variety of formats including but not limited to type of benefit; amounts contributed by employee and employer; and summary information
by employee by department, and by workforce.
HR-75
Provide for inquiry by employee name or number resulting in a display of positions
filled.
HR-76
Provide for inquiry by job title or position number resulting in a display of those
employee(s) that are filling the position.
HR-77
Provide a detailed report of employee pay and benefits in a form suitable for
providing an employee.
HR-78 Ability to generate business phone lists from Human Resources database.
HR-79
Provide a report showing department, position number, status (filled / not filled) and
FTE hours.
HR-80 Ability to run Ad-Hoc reports for all fields in HR module.
HR-81
Provide total compensation report including all pay, cost of benefits, and
reimbursements to and by employees. Report should be generated in a variety of
ways including but not limited to by employee, by department.
HR-82 Provide ability to obtain notification of hourly employees who are reaching theannual limit.
HR-83
Provide report to identify employees who have completed a certain level of
education or training.
HR-84
Provide ability to inquire online and to generate reports detailing employee's
balance, accrual, and use patterns (Monday, Friday, after Pay Day, before or after
Holidays) and produce information on a cumulative calendar, fiscal Y-T-D basis
and/or life to date with comparisons to same per iod in prior year.
HR-85
Provide a report / electronic message of employee reviews that are past due a user-
specified period of time.
HR-86
Automatically generates follow-up letter to employees not responding to initial
COBRA mailing within 60 days; automatically removes employees from COBRA as
leave type, beginning and ending dates, and number of hours used.
HR-153
Track and report EEO and / or harassment complaints by date, type, department and
workforce.
HR-154
Track and report on grievance activities by date, type, department, labor group and
outcome of grievance.
HR-155
Track and report discipline activities by date, type, department, labor group, status
of appeals, and outcome of appeals.
HR-156 Track and report on unemployment compensation processing and payments.
HR-157
Provide audit trails for every change made to data in the system, especially changes
made to security. The type of data maintained should include before and afterimages of changed fields, screen ID, operator ID, terminal ID, and date/time stamps.
HR-158
Provide ability to track employee / student information (e.g., employee number,
employee name, e-mail address, FAX number, department, reporting center, title,
supervisor, class code (supervisory or line employee), etc.
HR-159 Ability to track safety training.
HR-160
Ability to track information related to awards given to an employee, including but
not limited to, award type, summary of reason for award, dollar amount of award, or
time granted, and date awarded.
HR-161
Ability to track and report on driver's license suspensions and other DMV records
with associated reason.
HR-162 TRAINING:
HR-163
Record information related to training and education, including but not limited to:
highest level of education attained, degree level, field of degree, date of degree,
schools attended, certification information, course name, date of expenditure for
tuition, number of hours completed, tuition costs, beginning and ending dates of
course, and course grade.
HR-164
Provide ability to track and alert employees and / or departments for re-certification
courses.
HR-165
Provide ability to establish career ladder certifications / experience for position
advancement.
HR-166
Provide ability to track reimbursable tuition for courses (e.g., Education
Reimbursement & Program approval).
HR-167 Provide ability to allow employees to register online for an internal training class.
HR-168
Allow Training Management personnel to register non-employees (within security
constraints).
HR-169 Provide ability to display / report registration status (students on waiting list or