Request for Proposal

Human Resource Management System

Guidelines:

[Your Organization Name] is releasing this request for proposal (R.F.P.) for the implementation of a Human Resource Management System (HRMS) for the HR Pr
[Your Organization Name] expects vendors to prepare a proposal that:

• Provides a comprehensive solution that meets or exceeds all requirements as stated in this RFP;
• Demonstrates their management capabilities and assumes responsibility for all requirements in this RFP; and
• Meets the overall project road map and scope of work with a feasibility check.

In order to control the selection process and allow equal opportunity for each vendor, all guidelines provided in the RFP must be followed without exception.

Scope:

This RFP should not be interpreted as a contract (implicit, explicit, or implied), nor does it imply any form of an agreement to candidate vendors.
In addition, no inference should be made that we will purchase and/or implement in the future any of the technology or systems proposed by the vendors respondin

The Evaluation Tab is only for [Your Organization Name]'s internal reference to evaluate the vendor's fitment to deliver the feature requirements - this is NOT TO B

Jump to:
1 Key Features
2 Technical Specifications
3 Organisation and People Structure
4 Performance Management
5 Attendance and Leaves Management
6 Employee Engagement and R & R
6 Advanced Talent Management and Merit Planning
7 Recruitment and Onboarding
8 Payroll
9 Expense and Travel
10 Workflows
11 Help Desk
12 Reports and Analytics
13 Forms
14 Mobile Application

Access the complete IT & InfoSec RFP template for your IT Team Here: DOWNLOAD CHECKLIST

Darwinbox is a mobile-first, end-to-end HR technology solution that enables enterprises to not only automate their entire employee lifecycle through a unified platfo
game-changing strategic function.

This comprehensive future-proof HRMs RFP has been created in consultation with the best HRMs project managers in the world with a 360 degree scope view of
are prevalent throughout the HR spectrum. We have tried to cover almost 100% of all the critical aspects an HRMS should cater to with an industry-wide lens.
nt System (HRMS) for the HR Program.

ollowed without exception.

date vendors.
oposed by the vendors responding to this RFP.

requirements - this is NOT TO BE shared with the vendors.

e lifecycle through a unified platform but also elevate as a

with a 360 degree scope view of the requirements which

o with an industry-wide lens.
Features
Company data management
Employee data management
Single sign on integration
Self Service portal
Employee Engagement Portal
Employee Life cycle Management
Job Based Staffing Model
Position based Staffing Model
Reports and Analytics
Visual Reports
HR Documents management
HR Letters management
Reports
Customizable Approval Flows including Exception Flows
Customizable Workflows
Customizable Business flows
Reports and Analytics
Candidate Login and Applicant Tracking / Recruitment
External Recruiter Integration
Career Page Integration
Reports and Analytics
Visual Reports
Candidate Assessment
Employee On-boarding
BGV Integration
Reports and Analytics
Attendance Management
Leave Management
Overtime Management
Reports and Analytics
Payroll Management
Benefits Management
Reports and Analytics
Performance Management
Merit Planning
Succession Planning and IDP
Reports and Analytics
Rewards & Recognitions
Vibe- Internal social networking platform
Reports and Analytics
Helpdesk
Reports and Analytics
Learning Management System
Mobile Application
Visual Reports
 Module

Core

HR Documents

Workflows

Recruitment

On-boarding

Attendance and Leave Management

Payroll Management

Talent Management

Employee Engagement

Ticket Management

gement System
pplication
Reports
 Area

System Performance

Data Backup

Compliance

Security

Integrations
 Requirement
Platform scalability - Ability to support upto 50,000 users
The system shall support an average transaction throughput of 1000 per second for normal message traffic and
5000 per second for peak message traffic
Ability of the system to scale upon very short notice (~ 3-4 hours)

The application shall support an average response time of 200 ms for each action taken on the user interface.

The platform should offer an average uptime of 99.5%

All planned outages should be scheduled at night times as per IST
Hourly snapshots of all data volumes to be available
Versioning and archival of deleted data for upto 2 years
All search data to be backed up every 12 hours and stored
Transactional data to be saved every 6 hours and stored for upto 5 days
Audit logs from application and infrastructure resources to be stored for upto 24 months
Multi-region backup with multi-layer redundancies
Ability to keep backups across multi-cloud for seismic failovers
Ability to commit an RPO less than 1 hour and RTO in less than 4 hours
Compliance of application to EU GDPR rules
Compliance of application to ISO 9001
Compliance of application to ISO 27001 ISMS standards
Availability of SOC2 assessments for the application
Vulnerability scans on periodic basis on web and mobile application
Penetration testing through 3rd party auditors
Availaibility of due diligence/checklist performed for OS level safety and DB level safety performed on instances
Internal Vulnerability scanning and continous monitoring tools reports
Encryption of data at rest and data in transit
All sensitive credentials are hashed with SHA512 or above for key fields and kindly provide evidence
Security logs access to customer on demand
Incident Reponse Plan and Policy is documented with properly defined SLAs for breaches
Ability to restrict dedicated IP access from authorized networks for logging into Darwinbox
Availability of a dedicated 24x7 Risk management and SOC monitoring team
Encrypted message queues for the transmission of sensitive data using server-side encryption
Ability to readily integrate with job boards - Naukri, IIM Jobs, Indeed
Availability of ready APIs for all employee attributes data - Push and Pull
Availability of ready APIs for all transaction level data - Push and Pull
Availability of Single Sign On using SAML 2.0
Availability of Single Sign On using Oauth for mobile devices
Ability to provide or integrate with on-prem applications through token based SSO
Ability to provide and consume data through flat file interfaces
Ability to connect with 3rd party legacy ERPs - Oracle, SAP HR
Provision to integrate with biometric devices for attendance data
Provision to integrate with redemption portals
Provision to integrate with 3rd party LMS tools
Integration with 3rd party Background Verification platforms
Integration with Aadhar database to validate demographic data
Integration with 3rd party recruitment platforms
Integration with Google and Office 365 calendars
Status Comments
 Section Feature
Ability to profile a Company with required details mapped to it.
Ability to add group company specific logos
Ability to assign multiple group companies/legal entities to the parent company
Ability to create country specific group company/legal entity capturing country specific
standard
Ability and custom
to create fields
multiple business units with respect to parent company and group
companies
Ability to define functional area-based hierarchy independent of department and
designation. Designations can be tagged to any node in the hierarchy.
Ability to define compensation range, with buffer, at role level
Job evaluation score captured for every designation
Ability to map functional area at an employee-level
Ability to bulk import/update functional area
Ability to create and map departments to group companies and business units
Ability to assign multiple sub-departments to parent departments
Visual representation of Org structure with the employee's reporting structure
Visual representation of the company's Functional structure across multiple Group
companies
Ability to enable position-based staffing and facilitate manpower planning
(budgeted/non-budgeted)
Position dashboard for each position (view of Current status and Incumbent history)
Compensation Positioning- ability to view internal/external compa ratio based on fixed
CTC or total CTC
Ability to create events and subevents defined to attribute every employee movement
Ability to define org structure/position structure based on reporting, location, employee
type, HRBP, Job level, functional area, Probation period & Dotted line manager.
Ability to enable auto-numbering of positions (Position IDs)
Ability to add/detele/update positions
Ability to add custom reasons for position budget updates
Ability to overwrite/reverse sync position structure with org structure
Ability to bulk import position history and updates
Ability to view position dashboard for every designation/role
Ability to archive a position
Ability to add custom fields in position to capture additional details about the position.
Ability to maintain audit trail for attributes inside a position
Ability to enable Job levels and map them to grade/band if needed
Ability to create multiple Bands and Grades in the organization
Ability to define designations and map them to departments, bands, and grade with
codes
Ability to enable auto-numbering of employee IDs mapped by group company
Ability to
Define create job families
requirement for a particular designation by assigning total number of roles to be
recruited . Ability to create Job Descriptions for Designations for capturing role
Ability to create multiple regions within the organization which in turn can be used for
responsibilities.
marking
Ability to permissions or forinleaves/reimbursement
create locations settingsto location address, area, city,
the organization with respect
state and country
Ability to create custom Cost centers with unique ID's
Ability to create Weekly offs at an organization level and have them mapped at an
employee level

Company Structure:
Creation
 Ability to create custom Probation periods with probabtion extensions and auto
confirmations
Ability to create custom Notice periods to map against different employee types and
enable edit access to Manager/Reviewer during employee seperation.
Company Structure: Ability to profile Project with a project code and map it with a project head.
Creation Define Ledgers with scope and map it with codes.
Ability to have custom nomenclature/aliases for departments, designations, grade, band
and business
Ability to createunits
custom Approval flows along with exceptional workflows for
reimbursement.
Ability to download all attachments for an expense request
Ability to limit the number of currencies that are visible to an employee while raising a
reimbursement
Ability to create request
advances for employees. This is to accommodate future reimbursement
claims against
Ability to approved
configure Menu advances.
sequence in the dashboard for both the admin and the
employee view
Creating Customcustom
Ability to create rostersdocument
as per companies
templatesrequirements
(with option toand specifications
add database fields, custom
content, headers & footers, signatories etc) for organization use. Eg:Address proof,
Salary certificate
Repository to create & host organization policies with access to employees
Ability to customize content of email communication that gets triggered from the system
Scheduling of reports at a predefined frequency for any employee category across the
Ability
company to configure Menu sequence in the dashboard for both the admin and the
employee view
Ability to create custom rosters as per companies requirements and specifications
Ability to schedule reports at a predefined frequency for any employee category across
the company
Ability to Bulk Upload data of the Core employee information, leaves & attendance
Ability
history,tocompensation
define a new details,
permission role by the
perfomance Admin
criteria and
like theenable
goals,access specific to
stage changes
modules like leaves, attendance, workflows like confirmation and seperation, analytics,
payroll and reimbursements
Permission to edit attendance details, edit leave settings and manage leaves & holidays
Permission for editing company details, employee number, employee type and bulk
action on employees
Permission to to add in themanage
and directorynew employees , edit employee profile page including
personal details,
Permission to editemployee
and accesslifecycle
PMS management
admin dashboard, PMS settings, Performance
employee page, and other related requests and tasks
Permissions to manage reimbursement requests
Ability to create off-cycle payments and payslips
Option for requesting for VPF & Mediclaim by employee and option to update the VPF &
Mediclaim for Admin
Option for updating clawback date for extra payments paid to an employee
Ability to bulk update currency for CTC structures
Ability for employees to add IT declarations along with proofs that can be sent for
validation.
Ability to create a payscale with the combination of employee type and grade, assigning
it at employee-level to accommodate dynamic salary structures
Ability to open the IT declaration option for a specified time period
Ability to add employee and employer contribution towards NPS(national pension
scheme)
Ability in the
to add salary
new structure
joiners, LOP reversal and increment arrears and have them appear on
payslips
Permission roles for creating, updating or deleting nominee's details
System validation of bank name and IFSC code
Permission to add, assign and manage roles
Permission role to import employee data in bulk
Permission to manage custom fields
 Permission to reset password
Ability to select the permission group with respect to a module
Ability to restrict permissions for departments
Ability to restrict permissions based on location types
Ability to assign the permission roles to users(chosen employees) to behave as
permission holders
Capturing/editing of employee details in Employee's Profile including personal details
and custom
Additional fields including
details to maintain relavant
Contact information
Details, Work Role, Past experience, Education and
Qualifications , Dependent details, Nominations, Personal Documents, HR letters , Bank
Ability
Detailsto, Payroll
access Details
personal anddocuments and HR letters, which can be self-generated or
Asset management
requested for approval.
Ability to create confidential HR letters and assign visibility restriction to permission role
Ability to capture Bank Details and Payroll Details
Ability to manage Assets capturing the Asset type, Serial number, Model Number and
People Structure: Issue date.
Employment Details capturing Work Role, Manager, Office Location and Employee type
Employee View & Actions
Ability to bulk update employment history of employees
Effective dated
Employee's transactionsdetails
Compensation can becapturing
done for employee's
manager change,
assignedlocation change, with the
pay package
Employee
CTC proration, type Flexible
change & are shown seperately
Components, IT declarations (with an audit trail of created
versions), Tax
Employee Sheets,
directory Form 12B,
enabling Extra Payments,
bulk Search Extrawith
for employees Deductions,
respect toLoans & Advances
Employee type,
Management
Active/pending employees, Department ,Group company and Self-Service
Display of the organizational structure with/without Cross-reporting
Display of the functional structure
Employee's hierarchy in the organization
Bulk Search for employees with respect to Employee type, Active/pending employees,
Department ,Group company and Self-Service
Employee search based on Education, Experience, Custom fields
Bulk action on searched employees in the directory
Addition of new hires from the directory
People Structure: Link of old profile of employee available on current profile in rehire cases
Admin/Manager View &
Actions Bulk action to deactivate employees
Audit trail of all changes made to an employees profile maintained in the employment
history
Record of employee lifecycle in an organization
Manager
Bulk to view
actions my reportees
to change manager, tabprobation period, HRBP role, Assigning salary
structures , change shifts/weekly offs, update employee type, update office location, and
to override
Ability designation/department/Business
to pre-define Employee edit settings and Unit etc
Manager's view settings
Ability to create multiple Employee types in a company (Full time, Contract, Consultant,
Intern etc.)
Ability to enable (as an option) to auto-number employee ID's specific to locations and
employee
Creation
Ability to of type
employee
allow deactivation/seperation
for employees' profile settings at reasons which is available to the
Field level
employee
Ability to while
define resigning
calendar
- To enable or disable the field setting for employees which allows for restriction of viewing
-leaves,
To makebirthdays, anniversaries,
it mandatory for employeeholidays, events, etc.
and triggering of all
tasks to employees
them in the company
-Ability
To make it part of public profile for unrestricted view
to add custom sections/arrays and subsequently add custom fields to capture
- Country specific
additional information setting along with aliases
Ability
- to select
Restrict view employee
and tab view settings
edit permissions
People Structure: Settings Ability to manage employee life cycle settings for separation, terminaton, transfer,
onboarding.
People Structure: Settings
Ability to allow and restrict mobile app access
Ability to allow Bulk upload of HR documents and personal documents
Ability to bulk import to add new employees and update existing employee details
Ability to create a nomination framework for employees to update
Maker and checker for edits in employee profile enabling them to go through an approval
flow before confirmation/reflecting in the employee's profile
Whatsapp integrations for notifications, approvals, followups etc. across all modules
OCR for Identifying docs - PAN, Aadhar
Availability (to be filled by Technology Provider) Comments Category
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 Section Feature
Ability to create multiple shifts and manage continous shifts
Ability to create custom attendance policies and assign at employee level
Ability to auto tag attendance policy to a shift
Ability to define grace time for clock in and clock out
Ability to define the minimum required duration to calculate over-time
Ability to Limit an employee to avail optional holidays to a specific number
Ability to auto approval of optional holidays
Ability to confugure attendance marking based on intime or both intime and outtime or
neither
Ability to allow attendance request from home and field duty(out-duty)
Ability to configure custom approval flows for attendance requests
Ability to restrict editing back dated attendance to a specific number of days
Ability to restrict attendance requests for past dated attendance marking
Auto approval of attendance requests within a specific number of days
Ability to trigger absconding flow after a specific number of days
Ability to enable as settings for employee to view work duration, break duration, late
marks, over time
Ability to allow attendance request on weekly offs and holidays
Ability to allow clockin requests, out duty requests, attendance request & Shift change
request for future dates
Ability to Block Out Duty on Weekly off & Holidays
Attendance Management:
Ability to trigger notification on continuous X days of working without any break
Settings
Ability to restrict overtime based on shifts
Show all punches on the Attendance List Page
Ability to add a night shift flag in the Attendance reports
Ability to restrict access based on an IP range for each group company to capture
attendance
Ability within
to define predefinedrestriction
Geofencing premiseswith a range (geographical coordinates - Latitude
and Longitude) for Mobile Check-in
Ability to assign multiple shifts for each day within a week - Shift Blocks
Settings for mobile based check in - enable manager's approval or auto approval
Attendance regularization settings with regularization reasons
Ability to restrict attendance regularization to a specific number of days in a month
Triggering leaves based on earlymarks, latemarks & working hours
Email notifications for approval and rejection of attendance requests
Ability to sync the attendance inputs with Payroll cycle
Ability
Ability toto create
configure multiple
short leave overtime
policy policy for various employee groups based on
Ability to configure
weekday, weekly offleave
and deduction
holidays based on late duration slabs for a single day(MaxIN
-policy)
To accrue as Overtime which can be paid
- To accrue as Comp-off which can be utilised or paid
Option
-Ability
Accrue to hideaOvertime policy is on employee's attendance page
to with multiplier
configure if it to
comp-off a
beweekly offbeyond
accrued and a holiday
1 day depending on number of hours
- Ensure compliance with limits on Overtime accrued per day, week, month or quarter
worked
Ability to configure the number of days included while calculating average working hours
Detailed attendance summary for a month highlighting leave days, present days and
absent days
 Grid view for attendance capturing the birds-eye view of the attendance status
List view for attendance capturing a detailed view including the in&out-times, and other
details assigned
Location View forthrough thethe
capturing policy
Mobile check-in's location footprints with geographical
coordinates
Ability to cumulatively measure Late logins, Work duration and over time
Access to clockin requests for candidates on field duty
Ability to request to update attendance for previous/future days
Has colour coding for Attendance related discrepancies for quick navigation
Availability of mobile based attendance check ins
Ability to regularize Attendance through mobile
Ability to view attendance history for previous months
Mobile view to mark attendance and check attendance data
Ability to request for a shift change
Manager can edit employees attendance
Bulk assign of shifts to employees
Grid view for attendance capturing the birds-eye view of the employee's attendance
List view for attendance capturing a detailed view including the in&out-times, and other
Attendance Management:
details assigned through the policy for an employee
Employee & Manager View Location View for capturing the Mobile check-in's location footprints for all reportees with
geographical
Audit coordinatespage to capture changes made in the shift, policy and weekly
trail on attendance
off; along with information such as effective from, updated by and updated on
Ability to cumulatively measure Late logins, Work duration and over time
One view to manage multiple candidates attendance
Ability to Bulk assign and change weekly offs to candidates
One view to track leaves, present days and absent days
Work
Abilityfrom Home Options
to approve and reject attendance regularization request
- Capturing location from ClockIN, CheckIN and Attendance requests
Ability to apply for outduty request for a date range
- Showing Work from Home status of the employees on web and mobile
Email notifications
- Capturing plannedforactivities
approvaland andupdates
rejection
onofthe
attendance requests
progress from ClockIN, CheckIN and
Touch-Free attendance
attendance requests with Facial Recognition and Virtual ID card
-Geo Fencing,
Displaying GeotoTagging
data managers/Admin as part of CheckIN page, Attendance page and
Reports
Attendance capture
Track productivity via QR
during WFH code based
- track scanning
planned activities for each day and measure what
is done against what's planned by EOD
Update Employees attendance individually
Ability to bulk assign of shifts and policies to employees
Ability to import Roster in calendar format or custom period
Ability to custom creation of multiple leave policies
Ability to restrict Maximum leaves taken by employee per year
Ability to restrict a leave type to department or employee type or location
Ability to limit the number of consecutive leaves that can be taken per month
Ability to create Financial year and calander year leave cycles
Ability to restrict a leave request to a specific day Eg. Saturday optional off can be taken
only on saturdays
 Ability to enable Auto Approval of leave requests
Ability to credit leaves based on proration
Ability to credit leaves based on accural at the begining and end of the month
Ability to allow half day leaves
Leaves can be carry forwarded/encashed
Ability to count intervening holidays/Weekly offs as leaves
Ability to restrict employee to apply for leaves prefixed or sufixed to a holiday/weekly off
Ability to allow Past dated and future dated leave application
Ability to club leaves with other leave types
Ability to allow Employees to apply for leaves more than their leave balance
Ability to limit leave types based on gender (relavant for Maternity/Paternal Leaves)
Ability to enable leaves to be valid before/after completion of probation
Ability to restrict the maximum amount of leaves an employee can take per month
Ability to create special leaves
Ability to define Leave accrual settings - for Midjoining employees, Monthly, quarterly
and bi annual accrual
Ability to accrue Leaves based on Tenure
Ability to configure Leaves based on Citizenship, Dependents, Religion & Marital Status
Ability to configure date specific leaves
Ability to accrue Leaves based on active working working days at the end of the month
or quarter
Ability to configure leave balances during transfers of location, designation and
Leaves Management: employee type
Ability to configure loss of pay settings
Settings
Ability to count Intervening holidays/Weekly offs as loss of pay
Allowing past dated leave applications for loss of pay
Auto approval of LOP requests
Ability to allow half day LOP
Ability to push LOP requests to admin
Ability to Restrict LOP based on departments, bands grades and designation.
Ability to setup optional holidays
Ability to create a list of holidays and mapping with location so that employees of that
particular location alone will be able to avail those holidays
Ability to refresh leave cycle with respect to calander year and financial year
Ability to define workflow for leave approval - 1st level or 1st, 2nd level approval
Ability to define an exception approval flow for leave approval
Ability to restrict or configure over-utlisation for each leave type
Allow Manager/Approver to overwrite leave application while approving
Allow Manager/Approver to revoke past dated approved leave application
Allow Employee to revoke approved leave application.
Allow Employee to revoke past dated approved leave application.
Ability to enable intermittent leave encashment with approval flow
Configuration of compensatory off
 Ability to restrict Comp off settings to group companies
Ability to credit leaves based on overtime
Minimum Hours required to work on a holiday to credit a leave
Restricting the applicability of compensatory off to employees
Resetting comp off balance at the end of the leave cycle
Ability to exclude certain leave types while calculating total working days
Ability to configure leave cycle based on joining month
Ability to configure ESIC restrictions in leave policy
Comp off settings lapsing after number of days if unused
Crediting compensatory off based on cumulation of extra hours worked
Detailed Dashboard of employees leave balance updated at real time
Employee can view the list of optional and public holidays
Employee can apply for a leave for himself as well as for others (for emloyees who have
reportees under them)
Ability to apply for short leave
Leaves Management: Ability to add attachments as support documents on a leave application
Employee & Manager View Dashboard to view employees leave history, compensatory off credit list
Detailed dashboard of employees leave balance with a total number of leaves available,
accrued so far and credited from last year.
One view for Admin to view employees leave history
Manager can approve/ reject employee leave application
Email notifications triggerd for leve applications, Leave approvals and rejections
Ability to view team leaves in calendar
Admin/manager to revoke an approved leave
Ability to apply for leave encashment, intermittently or while exit
Ability to allow employees to retain leave balance after transfer
Ability to configure leaves with combined leave balance
Leaves Management: Ability to configure Auto Leave Approval on a specified date of a month
Admin Actions &
Dashboards Delegation feature which can transfer tasks when an employee is on leave
Import leaves/special leaves for specific users
Import Compensatory off for employees
Import leave balances for employees
Availability (to be filled by Technology Provider) Comments Category
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 Section Feature
Ability to define the company's vision & mission with a provision to cascade them down
to the org
Ability goals
to set custom scorecards/goal categories (Eg: Balance scorecard or variation of
balance scorecard)
Define strategic goals (Company Goals, Business Goal, Functional Goals & Individual
Abilty
Goals)to define compliance/mandatory goals. These are goals that can be assigned by
performance admin to roles at the cycle setup and they become mandatory / uneditable
for employees
Ability to define goal libraries across roles/band/grades
Ability to define project goals (with different raters) across teams and track their progress
Goals can also be uploaded through excel upload utility. Admins to have option to
Competency/values
upload all tupes of goals- Define set of
through values /templates
standard competenciesexcelfor each [Link]
in the system in terms of choosing whether to make rating against values mandatory or
not
Ability to capture competency matrix
Ability to define competency model for various levels based on the business strategy /
OKR’s
Ability to create a competency bible for the organisation w.r.t Business objectives and
roles
Ability to have custom rating scale measured on length, scale markers and objective %
Review cycles/performance calender - ability to run different cycles for different groups
Review stagesin- the
of employees Ability
orgto(Basis
definerole/band/grade/job
no. of intermediatelevel) review stages. Apart from Goal
setting & End year, flexibility to decide number of interim stages with start dates and end
Performance Cycle - dates
System Eg; Half Yearly,
should Quarterly,
auto-save reviewsMonthly
if appraisal page is kept idle for more than 10 mins
Ability to set up custom forms for employee and manager (With appropriate view
Configuring & Setting up Review Eligibity: set employees eligible for review (basis Employment Status, DOJ, DOC
restrictions)
Ability in addition
to define to goals & competencies
formulas/weightages for overall acrosscalcualtion
rating review stages
to goals & date of
the cycle amongst other parameters). Eg: excluding employees based on profile level,
competencies based on role/band/grade
joining and non completion of mandatory stages etc. Eg Senior management can have 60:40
weigtage
Flexibity toforconfigure
goals:competencies
assessment whereasframeworks junior mangement
with can have
any combination 90:10scales,
of rating weigtage
Only
for certain employees
goals:competencies
evaluation parameters, to be
review given
cycles rights
and for adding/deleting/modifying
goal/competancy parameters
Option (if required) to allow auto calculation of over all rating based on individual goals in the
goal &
library as well
competency ratingssetting the goals to be pushed as per reuirements
Configurability on choosing the users with the mentioned rights
As soon
Ability as some
to handle new
Mid employee
year joinings is & given
mid yearthe designation
mentioned rights, a notification to be sent
changes.
to the existing
9 Box Grid employees with the rights
Ability to have aliases to Goals, competencies, continuous feedback, MSF & other
performance parameters
Ability to exclude employees based on changing
in bulk from review org cycle
requirements
based on DOJ, Probation period,
profile-level
Ability to assign a performance manager at employee level
Ability to configure achievement-based Auto rated goals
Ability to integrate with CRM/BI system to fetch achivement against goal IDs
Ability to create a goal plan and tag to roles. This will facilitate delinking of review cycles
and initiate goal setting for next review cycle while current is on-going.
Ability to automate migration of goals from goal plan to appraisal page
Ability to bulk assign goal plans using imports
Ability for employee
After goal to save
setting starts, the goal
manager sheetthe
to have as ability
draft for completion
(optional later
stage) to propose goals to
his reportees by adding new goals or editing ones from library. Ability to enter goal
During goal description,
name, goal settings stage, employee
measure, KPI,toweightage
add/edit goals which
and due are applicable. Ability to
date
enter goal name, goal description, measure, KPI, weightage and due date
Ability to download goal sheet in PDF
Ability to copy/pull goals from previous review cycles
View and select strategic goals such as Company goal, Business Goal, Functional if
suitable. Enter initiatives, measure, milestone weightage and due date
Ability to cascade goals down the hierarchy to your reportees

Goal setting stage -

Employee & Manager
actions
 Provision for viewing Reporting Manager's Goals and option to align goals if the
employee wants to. Enter initiatives, weightage, measure, milestone and due dates.
Goal setting stage - Employee talent profile with historical performance data to be available for reference
Checks to ensure weightage is at 100% when employee submits his proposal for
Employee & Manager manager approval
actions Ability to mark goals as public and display them across the org
Flexibility to integrate with CRM/MIS to auto populate goal progress
Abilityemployee
Upon to define milestone/subgoals
submission, an autoacross
email a goal and track
notification will betheir
sentprogress over the
to approver
course of review
/manager(as per cycle
workflow setting) with link to review and [Link] which are
submittedcan
Manager will edit
appear
andfor review
submit theand
finalapproval with(employee
goal sheet edits/changes done
should be by employee
informed of
highlighted
edits/rejections etc)
Ability to enable KRA score in the goal sheet(KRA Score = Achievement % of goal *
Weightage of goal | Overall Score = Sum of KRA Scores)
Ability to exclude employees from goal plan
Ability to define Custom Achievement Matrix for each goal
Manager to have a performance cycle dashboard of all reportees with one view of their
Between review stages - status and with ability to take actions
Option to add/edit goals between review stages
Employee & Manager
actions Allowing managers to approve/delete goals between review stages
Enabling promotion assessment, potential assessment and nine grid framework views in
employee's talent profile
Option to maintain a Performance journal / diary across individual goals/competencies to
enable
Employee to start dialogue
continuos a review between manager
by completing / employee He should have ability to
his self-appraisal.
mark his achievements/comments
Configurability with across
1) for the employee/manager to goals/competencies
key in overall rating & comments or 2)
overall ratings
Employees aretoalso
be auto
allowedcalculated
to modify basis individual
goals, add or goal/competency
delete goals during ratings
the review
process. for
Flexibity However, the history
the company of all or
to enable changes
disabletoemployee/manager
be maintained in the form on individual
ratings
goals/competnecies duringtoreview
Flexibility for the company enablestages
or disable employee/manager overall ratings during
intermediate review stages
During intermediate & final Manager to have a performance cycle dashboard of all reportees with one view of their
review - Employee & Employee/manager
status and with ability toto
have
takethe ability to enter developmental needs such as Strength,
actions
Manager action areas of improvement, areas of job rotation, and enter learning and developmental
Ability
needs to create custom
(Training forms for the employee or manager to fill during review stages.
requirements)
Form for employee could be different from manager
Manager/employee to have the ability to record audio comments during a review
Manager/employee to have the ability to upload attachements across
goals/competencies
Manager should have employee self appraisal ratings visible in the same view when he
is completing his review
Ability to download appraisal sheet
Ability to add a additional reviewer post completion of a review stage by supervisor or
manager
Post moderation, managers should have the ability to release the final ratings with the
click of a button during a time frame
Automated emails and reminders to go on behalf of admin based on settings defined
Ability to send reminders on the platform directly to employees based on stage of the
performance cycle
Option to see employee's previous rating during calibration
Admin to have a one view dashboard on the performance cycle with ability to pull reports
and take
After finalactions
review, admins to ability to setup moderation parameters (Eg:Normalization
curve),settings and Ratings range
Admin actions & Flexibility to complete one level of moderation at the HOD level.
dashboards Configurable Potential Framework (low, Medium and high) .Ability to have the Nine
Blocker
System concept
should be onable
Performance vs Potential
to plot band/grade Assessments.
or the organization on the 9 blocker/potential
[Link] should pull performance rating and competency scores for potential.
 Admin actions &
dashboards

Frameworks/ scenario analysis for assessing promotions basis custom parameters

Flexibility to run potential & promotion frameworks at HOD level
Ability to get Dept/BU/Company performance scorecards
Control Over opening and closing of appraisal cycles
Ability to generate performance letters and triggering the same to employee for
acceptance.
Standard Reports + Custom Reports as per the need of the org
Flexibility to configure rater network to run the process ie deciding who will give feedback
be it L1tomanager,
Ability L2 manager,
define minimum Peers, in
% of people subordinates
the networketc who will give feedback. Eg: atleast
50% of subordinates should have rated you
Ability to define questions and tag them to behaviors/competencies/values
Ability to cluster multiple questions basis behaviors/competencies/values to create MSF
questionnaires
Configuribility to tag questionnaires to roles/band/grades and other potential people
Across
groups the same
in the org behavior/value/competency questions can be different for different
categories of rater group. Eg: Question posed to a Manager & one posed to
Multi Stakeholder Feedback Admin can runcould
subordinates the MSF processfor
be different (independently of the performance process) based on
the same behavior
/ 360 feedback custom
After MSF & end datesis initated, apart from admin assigned rater network, employee to
process
have the flexibity to add more raters
Ability for managers to approve the rater network selected by employees
After manager approval, employee dashboard where he can get status/info on who in
the rater group has completed feedback
Employee to be able to send reminders to rater group members who havent taken action
After MSF exercise, employee to have the ability to download a MSF report
Report to have competency/behavior/value wise rating & feedback
Ratings in the report to be broken down by rater groups Eg: Subordinate rating is 3.5,
Peer
Adminrating is 4awithin
to have a competency
MSF/360 dashboard which will give status of the process as well as
ability from
Apart to send reminders/complete
competencies, ability to actions
create skill categories and skills. Ability to assign
skills to roles
Configuribility to turn on/turn off continuous feedback
Ability to restricting feedback givng within network/groups/depts or leaving it open across
the organization level
Employee to have the ability request/solicit feedback from anyone in the organization
flexibiltiy to incorporate ratings in the continuous feedback exercise
Ability to provide access to the Supervisor to access direct reportees feedback and
Continuous Feedback
request feedback on behalf of direct employees
Feedback requests to have expiration option
Inclusion of goals/skills/competencies in continuos feedback
Dashboard for employee to see history of all feedback given
Dashboard for employee to see history of all feedback requested
Dashboard for employee to see history of all feedback received
Aggregration of feedback received for employee to get insights on strengths &
weaknesses
Availability (to be filled by Technology Provider) Comments Category
Essential
Essential
Differentiator
Essential
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Differentiator
Essential
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Differentiator
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Differentiator
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 Essential
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Differentiator

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Differentiator
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Differentiator
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Differentiator
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Differentiator
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 Section Feature
System generated posts for events like new joinees, birthdays and work anniversaries
postedfor
Ability onemployees
enterprise social platform.
to create a post with text, tags and attachment to post them
publicly or in groups and to comment on posts.
Employees can create a poll with options to be voted against.
Employees can create a public event with description, date, duration and location.
Employees can create public/private/invite-only groups and add members to it.
Ability to allow/restrict employees from posting on enterprise social platform.
Enterprise Social Platform: Restrict visibility of enterprise social platform to whole company or group company.
Employee & Admin actions Restrict actions for employees with approved separation requests
Allow/restrict documents to be uploaded on enterprise social platform.
Alllow/restrict download of uploaded documents on enterprise social platform.
Allow/restrict all or a group of employees to create groups.
Ability to pin posts within social groups
Ability to enable profanity check in the social platform
Customize color theme in the social platform
Ability to enable/disable employee happiness meter.
Employee Happiness Employees can submit their response to how they are feeling at work/prompt that the
Meter: Employee & Admin admin can decide each day using this meter.
Actions Ability to pull a report of employee happiness meter responses.
Employees should be able to submit these ratings at the time when mobile application is
opened.
Ability to create a nomination program
Ability to create a continouous program
Ability to create a team nomination program
Ability to restrict givers rewards and recognition programs according to group
companies,
Ability designation,
to restrict rewards department, location,
and recognition bandaccording
programs and grade.
to the relationship of
recognizer and receiver- peer, subordinate, L1 manager, L2 manager, HOD
Ability to create gender specific rewards and recognition program
Notice period probation period or define custom period before R & R program validity for
both
Abilityrecogniser
to restrict and receiver
receivers rewards and recognition programs according to group
companies, designation, department, location, band and grade.
Ability to add badge within a nomination or continous programs
Ability to restrict number of times a reward can be received by the same person
Ability to associate a reward with a badge/recognition and define whether it is a points or
non-points based reward
Ability to dfine the type of points reward: fixed, variable and recognition tier
Ability to define if reward points carry forward is allowed or not
Ability to create budget allocation groups to allot budget
Ability to define maximum budget per employee for the cycle for each allocation group
(budgettodefined
Ability restrict per employee)
maximum number of recognitions allowed to be given by same
recognizer
Ability to restrict R & R for employees in probation or notice period.
Ability this
Show to credit
Badge budget
in R&R points of on an accrual basis or pro-rata basis.
frontend
Post badge to employee profile
Show
Selectthis
R &program in Leaderboard
R Workflow for nomination program

Rewards and Recognition -

Employee & Admin Actions
 Ability to deinfe maximum no. of recipients in nomination program
Post program logo to employee profile Yes / No
Show this program in Leaderboard Yes / No
"Program Budget Estimate" to inform admin of the estimated spend on a particular R & R
Rewards and Recognition - program
Employee & Admin Actions R & R Budget Cycle - “Financial Year” or “Calendar Year”
Enable/Disable "Leaderboard"- a portal showing employees in the order of highest to
lowest R & R received and given- to drive engagement across the organisation
Budget Addition Import
(Adds
Redeemed to current
Pointsaccrued
Import balance.)
(Deducts these points from reward points balance of an individual)
Integration with marketplace for redemption of reward points.
Email employee about start of the recognition or reward program he/she's eligible to give
or receive
Email employee about recognition or reward received
Email employee’s immediate network about recognition or reward received by that
R
employee & R Insights:
-Email manager
Company about
Budget nomination approval or rejection/processed or not processed
Estimate
-Email Budget Allottedabout budget points allotment
employee
Manage
-Email Budget nomination
Used (Points screen:
Rewarded)
-(Select Date employee
on which
Program)
about
the expiry
first
Budget step of the
of
Estimate
a program,
nomination alloted
has budget and reward points
been initiated.
-Custom
- Title of e-mail
Program the R&Rtemplates
Budget Program.
Estimate
for these triggers
-- Name of the
Budget Allottedemployee who has been nominated.
-- Name of
Budget Usedthe employee
(Pointsform who
Rewarded)has initiated the nomination.
Standard
-(Select
Hyperlinknomination
to open modal - employee
in which ID of
forms receiver,
filled program,
until previous badge,
step citation,
are shown.
attachment Badge)
-Overview
- Status
Badge filter: Pending,
screen
Budget Approved,
for visiblity
Estimate of R &Rejected,
R all at oneProcessed.
place
--Ability
Current
Budget Status:
Allotted
to filter ApprovedLeaderboard
Recognition by “X” on dd-mm-yyyy
based on monthdate (Approval until latest stage).
-- Actions:
Standard Accept
nomination/ Reject.
form
Budget Used (Points Rewarded) - employee ID of receiver, program, badge, citation,
attachment, choose number of reward points
R & R given screen
Schedule Rewards
R & R received screen
Recognition Certificate in Whatsapp Notification
Customized Appreciation and Thank you Cards
Availability (to be filled by Technology Provider) Comments Category
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Differentiator
Essential
Essential
Essential
Essential
Differentiator
Essential
Differentiator
Essential
Essential
Essential
Essential
Essential
Differentiator
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Differentiator
Differentiator
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Essential
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Differentiator
Differentiator
Essential
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Differentiator
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Differentiator
Differentiator
Differentiator
Differentiator
 Employee dashboard/talent profile of all talent related information on single page
Section - Work Experience, Educational Details,Feature
- History of Performance, Competency, MSF feedbacks received with PDF reports
Ability for of
- History employee
Potentialtoand addPromotion
aspired career roles . Ability to limit number of aspired career
assessments
roles for a certain group.
- Skill and proficiency level Restricting career plan creation to certain employee groups (eg:
only certain
Approval
- Mobility flow bands/grades)
to get
preferences triggered across employee career role selection
Based on plan approved, employee to have the ability to view competencies tagged to
Add learning
the role and alsoplangapswith multiple
with respectlearning activities
to latest for the requsite approved career plan.
evalutation
Configurability to define learning activities with category (like classroom, E-learning, etc)
Career Planning Ability to select learning
and competency mapping activities from library of development activities. Competencies
can be tagged to these learning activites
Single learning plan can be mapped to multiple career plans
Employee assessment
Configure dashboard toframeworktrack progress on career
to assess plan potential, competency outside
promotion,
performance review. Set up process based on inputs from Employee, Manager,
Abilty
Reviewerto apply
inputs custom permissions on Edit/View for all fields in Career planning and
for assessments
Learning
Ability plan success profile based on custom critera (eg: education, experience,
to define
proficiency
System levelsthe
to have in ability
competency/skill) for critical
to suggest internal roles in the
candidates org on success profile for a
based
critical
Succession Planning Ability to add candidates to the successor pool
Analytics/dashboards/scenarios on which candidate could be a better fit for the critical
role
Ability for admin to create succession plans for each individual candidate
Ability to create increment frameworks for merit ie defining increment ranges (max, min
and default
Ability increments)
to create increment based on overall
frameworks forratings
promotions ie defining increment ranges
based on promotions received
Flexibity to create frameworks basis role/band/grade
Configurability to add compa ratio (both external & internal) based elements to the
increment frameworkframeworks defined, auto-calculation of a model budget for
Based on increment
increments
Flexibility toacross departments/Bus
key in actual budget numbers/increment kitty basis company requiremets
that isbudget
After different from model budget
approval,budget to be allocated to all the Comp group heads/HODs who
Comp group
will in turn heads/HODs
allocate it to the dashboard
employeesshowing
working the kitty/budget
within the groupallocated. They should
Merit have the ability to model compensation for all the employees within the group based on
planning/Compensation Comp
rangesgroup
specifiedheads/HODs to haveframework.
in the increment the ability to submit for approval
modelling compensation/increments
Flexibity for comp group heads/HODs to in the group only
addthey are within budget
a discrenatioary component at employee
over and above the increment frameworks defined
After comp group heads/HODs submission, merit planning admin to have the ability to
approve/edit/reject/send back
After admin approval of increments, ability to generate increment letters on the platform
Simulate Scenarios
Incentive management - Set coverage, qualifying criteria, assigning targets, mapping
achievements, make payments
Contingent pay - variable pay eligibility rules, set appraisal period, calculate variable
payment
Availability of Talent Pay guidance
Availability (to be filled by Technology Provider) Comments Category
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Differentiator
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Essential
Differentiator
Differentiator
Differentiator
Differentiator
 Section Feature
Ability to define job based staffing model to control staffing numbers at designation and
location level
Visiblility of position list and position details while raising a requisition
Custom Candidate decisioning tags (on hold, rejected, accepted etc.)
Custom Candidate evaluation tags
Custom reasons for archiving jobs
Ability to define Hiring leads to designation
Ability to enable stack ranking (AI and ML Based)
Limit on candidate reapplication to the company through deduplication checks
Candidate deduplication settings - configuration to select Email ID, Phone Number, Aadhar
Card.
Option to have a different deduplication setting for each legal entity
Ability to control if the candidates can apply for multiple positions
Define roles who can raise a requisition
Configure all the sourcing job sites to maintain resume sources
External Recruiter management
Admin / Hiring manager approval for requisitions
Custom creation and management of candidate evaluation forms
Recruitment: Settings Configurable hiring workflows
Workflow for creating requisitions (with defined approval mechanism) with auto-approvals,
auto-completion of stages, custom SLAs at each stage
Custom workflow for taking offer approvals
Exception approval flow for offers in-case CTC in offer letter is outside of permissible range
defined at role level
Schedule and manage internal job movements with workflows
Auto Numbering of Job code
Auto Numbering of Candidate IDs
Customizable requisition forms
Permission role for raising requisitions for other departments
Permission role for offer letter admin. Restrictions to work on BU, Departments, Locations,
Employee Type, Band and Grade
Customizable job application forms
Ability to re-open an archived job and the Ability to archive a position
Ability to assign position-level hiring lead
Comp delta calculator - System to show candidates current CTC comparison with offered
CTC, component wise, and also validates against internal compa
Ability to activate a position from draft state
Position-level TAT calculation (open job opening can have multiple positions)
Integration
Configurable with IIMjobs
start andtimeline
and end naukri portals
for recruitment TAT calculation - configuration to select
different times in candidate lifecycle Position Creation, Candidate Application, Offer Made till
Raising requisitions easliy and also use just in time hiring via raising requisition through
Date of Joining
separation flow
Auto-numbering of requisition IDs
Enable and disable standard fields in requisition forms

Requisition Management
 Custom fields in requisition form
Custom approval flow for requisition with the ability to configure different flows for different
roles
Ability to skip, auto-escalate, auto-approve, auto-reject custom flows
Requisition Management
Admin / Hiring manager approval for requisitions
Tracking turnaround time for each position to measure hiring efficiency by Hiring Lead
Ability to link a new requisition to existing job opening
Ability to requisition approvers to auto-create draft job postings or add new requisitions to
existingtopostings
Ability define the default Hiring Lead at role level and selection of multiple hiring leads for
each requisition
Ability to restrict roles for which requistion can be raised by role holders
Internal job posting page with one-click posting ability for recruiters
External careers page with easy ability for candidates to apply to jobs directly from there (and
resume flows into the recruiting module)
Ability to post jobs to external social/job search job board viz IIM Jobs , Linkedin
One view for Interview status, candidate information, Job applied, source
Ability to define the job description at role level and auto-population of JD
Configurable candidate application form
Jobs Management Ability to copy/duplicate jobs with similar JD's/requirements
Track open and filled positions by Hiring leads
Ability to define the hiring workflow at job level
Role wise default hiring flows
Selection of hiring team
Selection of scheduling team
Selection of screening team
Screener functionality with CTQ - Critical to Qualify for screening
Bulk screening functionality
Enable 2-step screening
Ability to control visibility of Application fields on Candidate Screener
Bulk rejection functionality
Ability to assign custom tags to candidate and filter candidates on the basis of custom tags
Bulk assignment of candidate tags
Candidate search and filters based on multiple parameters including skills, past experience,
education and personal details
Boolean search to search based on AND/OR conditions between available search parameters
Ability to view and download CVs and view candidate application fields with visibility
restrictions for different recruitment groups
Advanced search for candidate based on date of application, source, experience, tags etc.
Snapshot of experience, skills and education auto-parsed and available at the candidate level
Candidate application view - One view for Interview status, candidate information, Job applied,
Candidate Management - source
Screening & Evaluation Candidate application log - One view of all the jobs that the candidate has applied so far with
feedbacks
Candidate dashboard at a job level filtered by status
View and manage candidate evaluations
Adding custom tracking tags to candidate applications
Candidate Management -
Screening & Evaluation

Moving candidates in bulk to a different job opening

Copying candidates in bulk to a different job opening
Ability to track feedback given at every stage and completion dates in candidate application
view
Candidate Login
Automatic Candidate ID generation
Ability to bulk upload candidates
Automatic parsing on candidate CV upload
Ability to import and export candidates assgined to a role or in general
Ability to put candidates on hold
Ability to define the scheduling group
My interviews tab available for all interviewers to track all their interviews schedules and
feedbacks
Ability - Schedule
to view videointerview
and manage interviews
schedules which includes interview scheduling,
rescheduling
Ability to sendand cancelling
calendar invites and customize email content for interviewer as well as
candidate
Ability to CC employees while sending the calendar invite
2 way integration with Google and O365 calendars with calendar authentication i.e. ability to
view and manage interview schedules from the scheduler's calendar
Auto-attached CV in interviewer's calendar invite and email
Ability to check for conflicts within interviewers (if any) while sending the invite
Interview Scheduling Hiring / Interview workflow can be done in series / parallel
Current interviewer can view previous candidate's evaluations based on candidate page view
configuration
Hiring manager / interviewer viewing the current status of their requirement
Customized interview feedback forms - voice to text & voice based interview feedback
Interviewer feedback collected online in a simple way
Ability to fill the feedback form for hiring lead and scheduler on behalf of interviewer
Nudges for interview feedback and screening
Ability to restrict Visibility of candidates’ feedback form for the Interviewers
Bulk Scheduling of interviews
Employee referrals for jobs restricted based on a combination of BU, Department, Employee
Type, Location, Grade, etc.
Referrals Employees to track the status of their referrals
Employee wise link for referral and ability to share directly on social platforms
Employee internal job movements / postings with restictions based on a combination of BU,
Department, Employee Type, Location, Grade, etc.
Schedule and manage internal job movements with workflows
Ability to send customized email for IJP with restictions based on a combination of BU,
Internal Job Movements Department, Employee Type, Location, Grade, etc.
Ability to restrict multiple job application for IJP
Employee can track the internal jobs applied status
Ability to define if CV is mandatory for application to IJP
Reports for Source wise hiring summary, requisitions, jobs, positions, candidates and
Reports
interviews
Ability to configure offer letter structures with components, sections, formulae, rounding logic
and formatting
Ability to create custom fields by company which can be used as variables in offer letter
templates
Ability to create offer letter templates, customized letterheads, watermark, header and footer
 Ability to define the position of the watermark in the letter
Ability to store signatures and define signatories for letters
Ability to assign employees to permission role for Offer Letter Admin
Offer letter dashboard filtered by status and company
Reminders to offer letter approval flow
Reminders to candidates whose offer letter was generated
Seamless flow of candidate information such as selected company and designation from
Recruitment to Offer Letter
Generate and send offer letter to selected candidates
Ability to input the offer letter custom fields and custom salary component values for each offer
Offer Letter Custom approval flow for rolling out an offer
Ability to customize email content sent to offer letter approvers and candidate for each offer
and attach
Ability documents
to select custom letter templates, letterheads, watermarks, signatures and signatories
in offertoletter
Ability define the date of acceptance for offer letter with the Offer letter link expiration on
that predefined date
Inbuilt document editor to edit, change and preview the offer letter before generation
Version control of offers released at a candidate level
Ability to track and change offer letter status
Ability to approve and reject offers on emails and mobile
Ability to add pending employee from Offer Letter page with seamless flow of candidate
informationflow
Seamless for New Hire creation
of candidate information such as email and contact details from Offer Letter to
Onboarding
Online Offer Acceptance
Ability to track the offer letter history after the employee is activated in employee's profile (for
audit)
Reporting on generated offers, versions, accepted offers and workflow status with access to
Offer Letter Admin
Create custom onboarding application forms for candidate
Configure profile sections such as Education Details, Contact Details, Past Experience and
Dependent
Create Details
custom onboarding workflow forms for internal workflows (IT setup, tasks for buddy,
etc.)
Configuring and assigning onboarding templates at candidate level
Creating and managing onboarding documents
Creating onboarding document clusters by reference documents and policy sign off
documents
Configuring onboarding tasks and assigning to standard role holders such as L1 Manager, L2
Manager etc
Series and parallel configuration of onboarding tasks
Workflow applicability by role
Maintain BGV vendors on the system
Onboarding : Settings
Ability to integrate with BGV partners of choice
Configuration of companies welcome page
Cover picture for welcome page
Ability to provide custom welcome text in Onboarding Candidate Login
Drag and drop to reorder sections on the welcome page
Embed video in the welcome page
Linking of system fields and sections filled by employee during onboarding, to the same on
employee profile
 Permission role holder to manage Onboarding who has admin access to Onboarding and
Onboarding Reports
Ability to withdraw/revoke offer
Ability to turn on/off onboarding module and use it independent of Recruitment module
Workflow to approve and reject application fields with discrepancy during BGV check, along
with attachments and comments
Ability to send only desired fields to BGV for verification
BGV Vendor Visibility settings to hide policy documents from BGV
Tracking BGV vendor status by candidate
Field level visibility access by BGV in onboarding
Dashboard to track candidates by status
Track candidate details field in recruitment such as contact details, offer generated by
Initiate and Bulk Initiate Onboarding for candidates
Sending the onboarding link to additional / personal email ID
Candidate Application ID with auto-numbering
Customize candidate experience with ability to assign the application,workflow and documents
at candidate level
Assigning manager and buddy to the candidate to engage prior to joining
Reminder, resend and retrigger onboarding flow
Online Documentation for new joinee formalities
Onboarding Process
Welcome mail, joining details and joining announcement
Seamless flow of onboarding candidate information into employee profile post DOJ
Asset management for new joinees
Onboarding Summary and status
Candidate search and filter based on name, Email ID, Phone, Department, Designation etc.
Tracking onboarding workflow
Ability to configure post-joining workflow and skip pre-joining Onboarding application
Bulk approve or reject all fields in the onboarding form and Onboarding for self-service 'No'
employees
Linkage of onboarding with LMS for pre-onboarding learning/completion of mandatory courses
Download print-friendly unfilled and filled application forms
Ability to recheck onboarding application and workflow after the candidate has joined and is
Employee Lifecycle active
Validation on employee activation - employee activation link is sent to permissible domains
Employee code generation on activation only to ensure code sequence
Onboarding Reports to track application and workflow status , signed off documents, list of
BGV vendors
Reporting Bulk download onboarding workflow form data by department, locations, employee type etc.
Emails Custom email templates with ability to enable/disable emails and customize content
Availability (to be filled by Technology Provider) Comments Category
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Section Feature
Admin Able to process payroll for a complex structure with multiple entities, BU, states &
Settings departments. Capability
Capability to process to configure
off-cycle pay structures
payments, for complex
flexi-pay and pay-scale groups.
perquisites
Parallel payroll processing capability during transition period
APIs for CTC data to integarte for various usecases & during transition period
Strong audit trail
Define multiple paycycles and link with attendance cycles
Paystructure framework to seamlessly accommodate with new PF calculation &
Tax norms
Able to accommodate cyclic ref. in paystructures for employees eligible for
Seamless connect between CTC structures linkage to payroll for new joiners
Automation for absconding workflows and stop salary inputs
Process arrears extra payments, deductions, advances ans perquisites
Linkage of merit planning inputs to payroll
Automated F&F processing by linking exit clearances, stop salary inputs etc.
IT declaration on ESS and able to migrate existing declarations seamlessly
Ability to open declaration multiple times in the year
All statutory declarations capability in the same view
HRA classification for Metros and Non-Metros
Monthly and Yearly Tax Computation (includes all tax elements
Tax Sheet to display the projected tax deductions based on the declarations
Projected tax deduction shown month-wise for the financial year
Manage loans and salary advances seamlessly
Create loans / advance requests on behalf of the employee
Configurable employee request workflows for loan and salary advances
Employee can easily track past and current loans and advances
Automated payroll processing with step wise processing guidance
Dashboard for Payroll provides bird’s-eye view to the Payroll Admin in a
Graphical representation of Gross and Statutory Payouts.
Download ready reports readily accessible from the dashboard.
Variance report and analysis generated by system
Ability to run payroll for different groups like selective companies, departments,
Comprehensive statutory reports - self service (like salary register, ESIC, F&F,
CTC
IFSC Master, TDS,
validation via Extra Payments
integration etc.) database
with IFSC
Bank uploadable file generation
Maker checker in payroll procesing
Configurable payslip - Design your own payslip
Ability to process mid-month arrear
Ability to clone salary structures
Bulk download functionality for payroll documents
Stop-salary inputs
Ability to specify advance tax deduction
Availability (to be filled by Technology Provider) Comments Category
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Section Feature
Ability to create Travel Types & Travel Classes
Ability to define policies on travel for specific employee groups with restrictions on
amount allowed, minium lead time for application, modification & cancellation settings
Ability to define policies on accomodation for specific employee groups with restrictions
on amount allowed, minium lead time for application, modification & cancellation settings

Ability to define policies on travel advance for specific employee groups with restrictions
on amount allowed, minium lead time for application, modification & cancellation settings
Manage required approval flow based on travel type & employee groups
Ability to assign custom form to capture additional fields while request
Ability to restrict modification/cancellation of travel ticket once raised
Ability to CC users incase of any modification/cancellation requests
Account charges to a project or employee or as per Travel Admin discretion
Ability to custom Reimbursement types
Ability to custom reimbursement units
Ability to restrict reimbursements to employee designation and deparment
Ability to create an Approval flow for reimbursements
Ability to assign Ledger codes for reimbursements
Settings Ability to manage reimbursement limits
Making Attachments compulsary based on reimbursement type
Ability to exceed reimbursement limit at a reimbursement level which will then follow an
exception workflow
Ability to Auto Calculate reimbursements based on unit cost
Ability to define upper cap on reimbursement units
Ability to define upper cap on per unit cost
Ability to assign different types of reimbursement types to employee
Option to make Project code and invoice numbers compulsory
Accommodates Work Flow for reimbursement approvals - both standard and exception
Email triggers for approved and rejected reimbursements
Expense ID for reimbursements
Ability to configure taxation framework in travel
Ability to configure taxation framework in expenses
Ability to configure co-payment option in expense type
Ability to manage Location based reimbursements
Ability to define Reimbursement limits for a single reimbursement by
band/grade/designation and location
Ability to define custom fields at a reimbursement level
Ability to define reimbursement eligibility based on marital status, dependents, and
probation period
 Ability to raise mutiple line items in a single reimbursement (example: for one trip,
manage flights, food, per diem as part of one reimbursement)
Ability to create a travel request with unique ID
Ability to add colleagues and guests while raising travel request
Ability to download raised travel request
Ability to track approval process and check where it is pending in the assigned flow
Ability to revoke pending travel requests
Ability for an Employee to interact with Travel Admin and confirm the travel option
[Link] window/mail before booking the tickets
Ability to create accomodation request tagged to a travel request
Ability to create
Employee travel advance
can request to modifyrequest tagged
or cancel part to
of a
ortravel
completerequest
travel request post
booking
-Ability
Audit totrail
add forexpenses
all the changes
to an e-requested
wallet andand done
then to travel
submit request
it a later date(if allowed)
Ability to capture travel
Ability to apply for reimbursementsand accommodation preferences.
-Ability to viewrequests
Standalone trip summary
- Tagged to a travel request and travel advance
Employee Actions -Validations
View remaining amount
visibility while while raising a expense
creating/editing expenses request against a travel advance
-OCR
Multi currency
facility support
to automatically scan receipts and generate expenses on the fly.
Ability to split expenses to multiple projects
Grid View of previously applied reimbursements
Ability to filter for Approved, Rejected, Processed reimbursements
Ability to save Reimbursement requests as drafts
Email triggers for approved and rejected reimbursements
Reimbursements process to employees bank account
Ability to printout the reimbursement summary
Ability to apply backdated travel request
Ability to tag reimbursement request to a trip
Ability to see activity log between Employee, Approvers and Processing admin
Ability to track reimbursement status, real time
Ability to filter travel requests based on status - approved, rejected, processed
Travel Admin can interact with Employee [Link] window to share the options
available before booking the tickets.
Ability to capture employee responses on mail as part of interactive window
Ability to attach files like tickets or receipts to the request, if required
Ability to capture booking charges, cancellation charges, modification charges while
handling a travel request
Ability to filter Advance requests based on status - approved, rejected, processed
Admin Actions Ability to process and Pay approved requests from a single window
Ability to access Reimbursement history by managers
Ability to filter reimbursements based on status
Ability to approve/reject at a line item level
Admin Actions

Ability to process partially of a reimbursement for the finance admin

Reimbursement dashboard for finance admin
Ability to configure duplicity check parameters for submitted expenses
Ablity to restrict overlapping trips while raising travel request.
Ability to filter for Approved, Rejected, Processed reimbursements
List of reimbursement approvals for managers and above
Mobile app Raise reimbursement requests on the go
Ability to overwrite distance recorded via. GPS
Availability (to be filled by Technology Provider) Comments Category
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 Section Feature
Configurable workflows for onboarding, separation, termination and confirmation,
transfers,
Ability reimbursment,
to create custom formstravel,using
R&Raand custom
simple dragbusiness
and dropflows
UI with 10+ customizable
field types
Ability to add validations to form fields and connect to APIs
Ability to define conditional dependency between form fields.
Ability
Example:to define
Displaycalculation
RecoverylogicAmountwhichfield
canifbe used across
Clearance field clearance
is selectedforms.
Example: Total Recovery Amount field can be defined as Asset Recovery + Finance
Ability
Recoveryto track progress of any workflow and complete pending tasks on Employee and
Admin Dashboards
Version control on workflows and forms to ensure smooth transitions during process
changes
Ability to define workflows applicability using application logic - selected roles,
departments,
Ability to define BUs,
the locations, band, grade
workflow execution flowand
and employee types i.e. which task is followed
dependencies
by which
Ability task task trigger dates through trigger points set before/after the
to control
Workflow and Form Ability to define thedates
approval/effective workflow assignee context i.e. differentiating relationships for the
Configuration Assigning
employee who rolesinitiated
in the workflow
the workflowat each stagethe
versus level
employee who is the subject of the
Ability
workflowto define the workflow assignee context in transfers i.e. differentiating between the
source
Example: and target3 task to be triggered to initator's manager whereas Stage 1 task to be
Stage
Example:
triggered For manager
to subject's change flow, Stage 1 task to be triggered to existing Manager
manager
Ability
whereas to control form visibility at each to
stage level
Ability to define CC usersbe
Stage 2 task to whentriggered
employee new Selected
requests forManager
separation and manager/admin
approves
Ability separation
to set requests
skip conditions to remove assignment redundancy in business process
flows
Ability to create custom workflows for transfers and business flows (Example: Issuing
Business
Ability cards)lifecycle dates such as Date of Joining, Date of Confirmation, Work
to create
Anniversary
Ability to createandcustomflow
Abscondingfor Date
inter and intra company role change, location and
manager changes
Ability to define auto-completion settings -> conditions to complete a particular step in
the flow
Ability to(Example:
define Notice Auto-Approve
Periods and after 2 days)
assign to employee using attributes such as
departments, employee types and so on
Out of the box separation approval flow with Manager and Admin approval
Out of the box termination flow
Audit trail of the separation approval and termination flows
Ability to define custom fields and add attachments for each approval stage
Ability to cancel / resubmit the separation approval flow at any time
Setting exit clearance workflow using workflow configurations
Seek clearances from multiple departments on assets tagged/consumed
Ability to download the consolidated report and the summary report for separation for
Separation and Termination each employee
Flows Ability to view and download form data (data filled in the forms) aggregated by
department, BU, location, band, grade and so on
Email notifications for separation tasks with ability to define custom templates
Ability to track workflow progress and identify bottlenecks
Ability to track date of resignation, approval, notice period start date, exit date for each
employee
Ability to track employee data after deactivation
Auto deactivatation of system access on exit date
Ability to define policies in Leave & Attendance for On Notice employees
Ability to restrict employees from revoking separation once submitted
Ability to retrigger tasks
 Ability to define probation and probation extension periods and assign to employees
Auto-confirmation / auto-extension on completion of probation period
Ability to revert auto-confirmation and stop confirmation tasks if employee is On Notice
Out of the box confirmation approval flow with 2 levels - manager and admin approval
Confirmation Flow Email notifications for confirmation tasks with ability to define custom templates
Ability to track date of confirmation, probation period, extended confirmation date and
number of extensions for each employee
Ability to define SLAs and escalation settings for Confirmation
Ability to download confirmation forms
Ability to define policies in Leave & Attendance for On Probation employees
Ability to initiate transfers between locations, managers and roles (both inter and intra
company)
Ability to initiate employee movement(for changing role, location and manager together)
and employee transfer workflows(for changing location and manager together)
Ability to initiate workflows on behalf of others
Ability to configure application forms for each initiator and create work flows according to
the need
Ability of thetasks
to send hour to both new and old managers / HODs / HRBPs/ Permission
Admins
Ability to configure approval flow with multiple assignees at each level and workflow for
Ability to assign context to each approver as being part of the subject or the initiator. (For
each initiator
example, if a requisition is being raised by an employee of deparment A for a role in
Ability to configure
department "skip" settings
B, A becomes where
the initiator rules
and can be defined
B becomes to skip an approval step to
the subject)
give an approve/reject output.
Custom Flows Ability to enable escalation for workflows
Ability to set SLAs for completion of approval task, where in case of a breach, the
approval step gets
Ability to create auto-approved
multiple or auto-rejected.
approval flows for the same custom flow depending on the
initiator
Tracking the workflow status for transfers
Ability to retrigger tasks
Email notifications for approval flows and workflows with ability to define custom
templates
Ability to display position attributes while moving employee to new position
Ability to configure conditional workflows
Ability to auto-initiate flows of Date of Joining, Date of Confirmation, Work Anniversary
and On Abscondment (based on inputs from Attendance module)
Reporting Ability to track workflow progress and identify bottlenecks
Availability (to be filled by Technology Provider) Comments Category
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 Section Feature
Ability to create categories and sub-categories
Ability to assign employees as category admin at category level
Ability to assign employees as assignees at category and subcategory level
Ability to define if auto-assignment is requirement (load balancing logic used for auto-
assignment)
Ability to assign a custom issue creation forms at category and sub category level
Settings Ability to set auto-numbering of issue IDs by company, region and category
Ability to set SLA time period in hours and minutes for First Response time (from issue
creation
Ability to to
setfirst
SLAresponse on the
time period ticket)and
in hours at company, category
minutes for and region
Issue Closure timelevel
(from issue
assignment to issue closure) at company, category and region level
Ability to set auto-closure days for tickets which are pending with the issue reporter
Ability to create , edit and manage versions of issue creation forms
Ability to assign employees as Help Desk admin
Ability to define the custom email templates for the module
Emails
Ability to send daily Status & Action Items email to the Admin
Ability to track issue using status filters and search issues
Ability to assign and reassign issues to assignees
Admin and Category Admin Ability to track SLA breaches
Dashboards Ability to comment on issues
Ability to close and bulk close issues
Ability to track the number of issues assigned to each assignee and bulk change all
assignments
Ability to comment on issues to communicate with the reporter
Ability to to view issues within the category/sub-category
Ability to track issues using status filters and search issues
Assignee Dashboard
Ability to view public profile of the reporter and other assignees
Ability to change the status of the issue and request the reporter to close
Option for the assignees to assign tickets to themselves
Ability to create, edit, close, bulk close issues
Ability to comment on issues to communicate with the assignee
Employees Dashboard
Ability to track issues status using filters and search issues
Ability to view public profile of the assignee
Availability (to be filled by Technology Provider) Comments Category
Essential
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Differentiator
Essential
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 Section Feature
Scheduling reports
Selecting Roster type
Customization of reports with required fields and giving specific permissions to different
role holders so that they can generate report around the field
Saving custom reports for future use
Settings
Seggregation of reports based on module and type
Availability of different types of predefined reports based on module
Downloading workflow forms
Receiving
Design reports
your on emails
own custom reports by selecting required fields from Employee data fields,
Transaction reports
Build your own matrix reports to group data based on certain parameters to enable view
of summary
Applying and alsoStatus,
Employee deep dive
Type,based on groupings
Organisation hierarchy, Location Hierarchy & other
Report Designer and standard
Apply onefilters
or more custom filters seperately or in combination for every report to get
Custom Rosters specific data required
Generate employee reports as of particular date with custom headers
Support any required output file format including standard file extension types and
sharing
Configure over
yourAPIs
own visual reports from library of metrics and parameters to build custom
dashboards specific to your need
Standard Reports for Each Module
Standard set of reports with pre-configured fields for each module
Ability to create a Birthday Roster
Ability to create Work anniversary Roster
Ability to create Tennure Roster
Ability to create Past work experience Roster
Ability to create Total work experience Roster
Ability to create Employee exit Roster
Ability to create Hiring Roster
Ability to create Age Roster
Ability to create Dependents Roster
Ability to create Profile completion Roster
Ability to create Assets Roster
Ability to create Education details Roster
Ability to create Past work details Roster
Ability to create Department Roster
Ability to create On notice roster
Ability to create Seperation revoked request Roster
Ability to create Seperation pending request Roster
Ability to create Seperation approved request Roster
Employee Roster
Ability to create Seperation workflow Roster
Ability to create Confirmation pending request Roster
Ability to create Confirmation Approved Roster
Ability to create Pending Approval Flows Roster
Employee Roster

Ability to create a roster for Completed Approval Flows

Ability to create a roster for Tasks Workflows
Ability to create Pulse Roster
Ability to create Employee master Roster
Budget Additions(called Designation Add Requests)
Budgeting Report(Budgeted positions details)
Ability to create Continuous feedback status Roster
Ability to create Designation-department-band-grade roster
Ability to create a roster around HR Letters
Ability to create Employee history Roster
Ability to create Absconded employees Roster
Ability to create Employee policy sign off Roster
Ability to create IT declarations Roster
Ability to create CTC- Break up Roster
Ability to create Absenties datewise Roster
Ability to create Absentee summary Roster
Ability to create Attendance assignments Roster
Ability to create Attendance Location summary Roster
Ability to create Complete attendance summary Roster
Ability to create Daily Attendance roster
Ability to create a roster around Datewise attendance status
Ability to create a roster around Early clock out summary
Ability to create a roster around Early clock out date wise
Attendance Roster Ability to create a roster around Latemark Datewise
Ability to create a roster around Latemarks summary
Ability to create a roster around Overtime datewise
Ability to create a roster around Overtime summary
Ability to create a roster around workduration summary
Ability to create a roster around Pending requests
Ability to create a roster around All out duty requests
Biometric vs other check in roster
Ability to create a roster around shift and weekly off variance
Ability to create Shifts roster
Ability to create a roster around Leaves credited
Ability to create a roster around leaves taken/used
Ability to create a roster around Leaves balance
Ability to create a roster around Leaves details
Ability to create a roster around Leaves carry forwarded balance
Ability to create a roster around Leave encashment balance

Leave Rosters
 Ability to create around Leave Encashment Detail Roster
Ability to create a roster around unpaid leaves
Ability to create a roster around Annual leave tracker
Leave Rosters Ability to create a roster around
Ability to create a roster around Compoff taken/used
Ability to create a roster around Compoff balance
Ability to create a roster around Compoff detail
Ability to create a roster around
Ability to create a roster around Optional holiday
Ability to create a roster around optional holiday summary
Ability to create a roster around Optional holiday details
Ability to create a roster around pending requests
Ability to create a roster around Revoked requests
Ability to create a roster around Raised requisitions
Ability to create a roster around Scheduled interviews
Ability to create a roster around Canceled interviews
Ability to create a roster around All job openings
Ability to create Positions roster
Recruitment Rosters
Ability to create a roster around All referral status
Ability to create a roster around All Candidates
Ability to create a roster around Source wise hiring summary
Ability to create a roster around Recruitment status report
Ability to create a roster around Offer letter Pending approval
Ability to create a roster around Salary register
Ability to create a roster around Salary register on going process
Ability to create a roster around Lop reversals
Ability to create a roster around Bank list
Ability to create a roster around No bank employees
Ability to create a roster around F&F list
Ability to create a roster around Extra payments
Ability to create a roster around TDS reports
Ability to create a roster around Loans
Payroll Roster Ability to create a roster around PT report
Ability to create a roster around PF ECR Report
Ability to create a roster around EISC format
Ability to create a roster around EISC monthly statement
Ability to create a roster around Flexi Pending
Ability to create a roster around Flexi approved
Ability to create a roster around Flexi Rejected
 Ability to create a roster around Flexi Summary
Ability to create a roster around Master CTC report
Ability to create a roster around Taxsheet report
Ability to create a roster around PF detailed monthly
Statutory Roster Ability to create a roster around PF form 3A
Ability to create a roster around PF form 6A
Ability to create a roster around Pending Reimbursement
Ability to create a roster around Approved Reimbursement
Ability to create a roster around Processed Reimbursement
Ability to create a roster around Rejected Reimbusements
Ability to create a roster around
Reimbursement Rosters
Ability to create a roster around Approved line item wise reimbursements
Ability to create a roster around Processed line item wise reimbursements
Ability to create a roster around Rejected line item wise reimbursements
Ability to create a roster around Reimbursement Advance
Ability to create a roster around Reimbursement bank sheet
Company wise trends and breakdown of headcount with option to visualise based on
departments,
Company wiseEmployee
trends andtype and locations
breakdown of quits and attrition percentages with option to
Standard Visual Reports
visualise based
Company on departments,
wise trends Employee
and breakdown typecost
of wage andwith
locations
option to visualise based on
departments, Employee type and locations
Availability (to be filled by Technology Provider) Comments Category
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 Section Feature Availability (to be filled by Technology Provider)
Ability to support multiple form elements - Radio button, Check
box, Text
Ability field, Dropdown,
to customize surveysMutli
basedselect Dropdown, Date
on geographies, grades,
employee
Validation types etc.
of answers
Calculation capability - Calculate answers from previous
responses
Ability to jumble the questions
Ability to support demographics question elements in form -
easily collect contact and demographic information from
participant
Ability to Rate/Likert Scale Question Type
Ability to impose restrictions on question types - example,
numeric
Ability to allocation
configure tooltips and description for end user
Admin Settings navigation
Ability to brand your survey like adding your own survey logo /
banner
Ability to copy surveys already made to make new ones
Ability to categorize quiz or survey questions
Ability to attach related documentation - Attach a files to a survey
Ability to set display logic (Show-Hide Question)
Ability to randomise question sequence
Ability to define criticality of form fields and notify relevant
stakeholders
Ability to send custom communication - Thank You E-Mail upon
survey completion
Ability to generate real-time survey reports
Ability to do multiple export options - CSV, Excel, Word
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 Section Feature
Ability to View Reportee Details
Ability to perform Employee Search
-Ability
Attendance
to Viewincluding
and Editcheckins
Profile
- Leaves
Dashboard & Directory
- Compensatory off details
Ability to View Organisation policies
- Feedback
Ability to View Organization structure
- Performance
Ability to Act on requests
Employee/Manager Actions
Ability to View Payslips and compensation details
- Tasks & Requests Ability to act on Completion of tasks - Interview feedback,
continuous feedback,
Ability to Give MSF, Seperation
instant feedback workflow
to employees within the
company
Ability to View feedback received
Performance Ability to Add / Update / View Goals
Ability to Update performance journal
Ability to Add / update sub goals
Ability to Apply for leaves
Apply for attendance regularization
Ability to View leave balance
Ability to View holiday calendar
Ability to Check in / Check out
Leaves & Attendance
Geofencing
Geotagging
Ability to View attendance punches
Leave type details
Attendance policy details
OTP Based login
Single Sign On QR code based login
SSO based login (Oauth standard)
Raise reimbursement requests
Reimbursements Approve reimbursements
OCR scanning of vouchers, Pan Card and Aadhar Card
Ability to Perform actions smartly and swiftly based on voice
Voicebot commands
Ability to Receive smart insights as a manager to help with team
management
Ability to Submit Pulse survey on sigining in
Engagement Notice board feature
Vibe (social) engagement groups
Ability to create, edit, close issues
Ability to comment on issues to communicate with the assignee
Helpdesk
Ability to track issues status using filters and search issues
Ability to view public profile of the assignee
 Ability to provide interview feedback on custom forms
Voice based feedback
Recruitment Ability to approve offer letter
Ability to perform onboarding workflow task
Refer using multiple social channels like Whatsapp, LinkedIn,
Facebook, Instagram
Ability to view recognition badges recieved
View dashboards for recognition given and recieved with
Rewards & Recognition budgets
Give recognition for eligible programs and view program policy
View Recognition history - given and recieved
Native iOS- Availability (to be filled by Technology Provider) Native Android- Availability (to be filled by Technology Provider) Comments
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