quessionnare
TRANSCRIPT
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OM
Q: 1) Please, provide details about your company's organizational structure(Reporting Hierarchy)!:
Q: ") !re all organizational units assumed to be departments or are there regions intheir org chart#!:Q: $) Please, provide a list o% your company's organizational units (e gdepartments)!:Q: &) oes your company have di erent locations (e g , individual departments arelocated e ternally)# !lternatively, do any o% your employees *or+ on e ternal *or+places# hen you need address in%ormation %or the correspondence!:Q: -) oes each o% your organizational unit represent a department ororganizational units, *hich represent departments *ith subordinated organizationalunits, *hich represent groups#!:Q: .) !re there any organizational units and positions *ithin your organizationalplan, *hich are not part o% the normal reporting hierarchy (sta ) and *hich reportdirectly to higher organizational units or positions#!:Q: /) 0rganizational units and positions can relate to ost enters Provide a list o%the assignments!:
Jobs
Q: 1) Provide a list o% your company's 2obs (e g secretary, manager) Ho* many 2obs e ist#!:Q: ") e3ne and document 2ob codes!:Q: $) o 2ob descriptions already e ist or do they need to be set up#
Positions
Q: 1) Provide a list o% your company's position (e g department secretary, HRmanager)!:Q: ") o Position descriptions already e ist or do they need to be set up#!:
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Q: $) o you automatically report your vacant positions to recruitment# 4% not, *illyou set up every unoccupied position to vacant#!: Q: &) o you maintain employee group and employee subgroup in%ormation onpositions *ithin your organizational plan#!: Q: -) 0rganizational units and positions can relate to ost enters Provide a list
o% the assignments!:
Tasks
Q: 1) o tas+s describing 2obs and5or positions already e ist or do they need to beset up#!:Q: ") Provide a list o% your company's tas+s (e g administration tas+s, HR tas+s) 4ncase you are using tas+s %or your 2ob descriptions!:Q: $) 4% your organization plans to use tas+s, identi%y any groups o% tas+s that areroutinely per%ormed together, so that they can catalogued as a tas+ group!:
Personnel Management
Q 1): Ho* many personnel areas are there#!:
Q: ") escribe the structure o% your organization onsider countries, locations,
legal entities, payrolls, union5agreements etc
Personnel Area Questions:
Q: 1) 4n 6!P, should your enterprise be hierarchically structured using personnelareas and sub areas!:
Q: ") 7ithin each legal entity, divide your *or+%orce into logical groups (personnelareas) *hich used primarily %or reporting and authorizations8 planation: !t least one personnel area is re9uired %or each legal entity (companycode)!:
Personnel Sub Area
Q: 1) ivide each personnel area into logical personnel subs areas
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8 planation: he employees in each personnel sub area *ill typically share thesame public holiday calendar, payroll and time related rules!:
Employee Group
Q: 1) ;ist the employee groups that your company uses8 planation: 8mployee groups allo* you to divide employees into di erentcategories 8mployee groups used to generate de%ault data %or payroll accountingserve as selection criteria %or reporting and constitute an authorization chec+!:
Employee Subgroup
Q: 1) ;ist the employee subgroups that your company uses
!: Q: ") ote: 4t ispossible to assign employees to ?non payroll relevant? Payroll !ccounting !reas!:
General Settings
Q: 7hat is the Holiday alendar %or your company # 4% there are %actories and o@ceestablishment, di erent holiday calendars may be in place # 4 %ormation reg those!:
Master Data
Q: 1) o you *ant to assign your o*n employee numbers or have the systemgenerate them %or you# 6!P recommends the use o% system generated employee
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numbers a%ter the initial data conversion!:Q: ") 7ith the use o% third party archiving systems, 6!P allo*s you to storedocuments (e g photographs, resumes, position description %orms) %or employeelevel 4% you are using this %acility, *hich documents *ill be stored#
!:Q: $) 6!P allo*s you to maintain a %ree te t screen %or all in%o types o you havethe re9uirement to store %ree te t#!:
Personal Data
Q: 1) 7hen you record employee names, *hich %orms o% address, titles, namepre3 es5a@ es (e g =r , 6ir) do you use and ho* do you *ant them displayed onreports and correspondence#!:Q: ") 7hen recording employee details, *hich other particulars (e g marital status,nationality) do you *ish to record#!
Addresses
Q: 1) 7hat address types *ould you li+e to maintain %or your employees (e gpermanent, postal)#!:
Bank Details
Q: 1) 7hich methods o% payment allo*ed in your organization#8 planation: 4t is necessary to de3ne a method o% payment (e g direct payment,chec+) %or each employee paid he method o% payment can be de3ned globally %orall employees or a di erent method %or each country!:
amily!"elates Persons
Q: 1) 7hat relationships *ith other persons do you *ish to maintain %or youremployees (e g 6pouse, hild, Auardian, 8mergency ontact, and
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certi3cates!: Q: ") ;ist the types o% certi3cates *hich you *ould *ant to attach to employees!:Q: $) 4denti%y *hich branches o% study (e g sub2ects, course name) are to berecorded against employees
!:
Ot$er!Pre%ious Employers
Q: 1) 4% you *ish to record previous employment history %or your ne* employees, list*hich 4ndustry and Bobs you re9uire!:
Qualiation
Q: 1) 4% you are not using the 9uali3cations catalogue *ithin Personnel evelopment(P ), list the 9uali3cations (e g languages, s+ills) you *ould li+e to record %oremployees!:
Appraisals
Q: 1) 4n 6!P you have the ability to record appraisals in either P! or P 4% you intendto record appraisal ratings in P!, *hich types o% per%ormance criteria (e g;eadership, ommunication) and *eightings do you re9uire#!:Q: ") Ho* many appraisals type you need to maintain#!:Q: $) e3ne the ratings o% each appraisal#!:
'ommuni#ations Data
Q: 1) 7hich user identi3cation numbers are to record against your employees#8 planation: Cou may record user identi3cation numbers %or various electronicmedia (e g internet, %a ) or ompany redit ard numbers against each o% your
employees!:
Planned (orking Time
Q: 1) 7hich in%o type used to store the planned *or+ing time (*or+ schedule rules)!:
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'ontra#t Elements
Q: 1) 7hat types o% employee contracts used in your organization#!:Q: ") 4% you *ish to record periods o% notice, *hich must given by either the
employee or employer, list the standard notice periods!:
)nternal Medi#al Ser%i#e
Q: 1) 7hat medical e aminations (e g audiometric, general habits, vision) *ouldyou li+e to record %or your employees#!:Q: ")
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Q: 1) o you *ish to record the loan o% company property (e g P s, mobiletelephones) and an identi%ying number against employees# 4% so, list these items!:
Basi# Pay
Q: 1) escribe your pay structure!:Q: ") 7ill your company per%orm global salary increases and, i% so, provide thedetails#!:Q: $) Please provide your companyDs Easic pay details#!:
"e#urring Payments!Dedu#tions!A##ruals
Q: Please provide your companyDs allo*ances and deductions#!:
Additional Payments
Q: Please provide your companyDs additional payments#!:
,oansQ: Please provide your companyDs ;oan details#!:
'ost Distribution
Q: 1) o you *ant to capture the cost o% each employee#!:Q: ") o you need to distribute salary o% employees bet*een di erent cost centers#!:
So#ial )nsuran#e and Bene&ts
Q: 1) oes your organization ma+e use o% the employee insurance statement# 4% so,*hich one#!:Q: ") oes your organization provide a private health insurance scheme# 4% so,please speci%y!:
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Q: $) 7hich calculation method is applicable to the 6ocial 4nsurance (A064) days#!:Q: &) Ho* many di erent contribution percentages are applicable to each 6ocial4nsurance (A064) scheme#!:
Q: -) Ho* do you calculate 8nd o% 6ervice Eene3ts#!:
Qualiations ! "e-uirements
Q: 1) o you have s+ills, competencies, 9uali3cations, or re9uirements in yourcompany# 4% you do, you need a 9uali3cations catalog containing a hierarchicalstructure o% the 9uali3cations o% interest to your speci3c company!:Q: ") Ho* do you evaluate these 9uali3cations5re9uirements# =aintain theappropriate scales (e g ;anguage 6cale *ith pro3ciencies 1 to -)!:Q: $) !re there any alternative 9uali3cations# (8 g Fno*ledge o% !miPro as analternative to +no*ledge o% 7ord)!:Q: &)
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or longer than one day (up to a speci3ed ma imum)#!:Q: I ) here are various priorities %or di erent attendances and absences
here%ore, you must set the reaction %or an overlap (%or e ample i% an employeegets sic+ on vacation) Ho* do you handle an overlap bet*een attendances and
absences#!:Q: 1I) 7hich o% the identi3ed absences are unpaid#!:Q: 11) 7hich o% the identi3ed absences are paid# Ho* they paid#!Personnel ime Recording 6ubsystemQuestions:Q: 1) apture o% time management data %or a particular employee *ith particularcharacteristics (inter%aces to subsystems, direct entry, etc )!:Q: ") 7hat +ind o% time events do you use (%or e ample, cloc+ in, cloc+ out, start o%brea+, end o% brea+, start o% o site *or+, end o% o site *or+, etc )#!:
Training and E%ent ManagementBusiness E%ent ,o#ation
Q: 1) !re business events held at more than one location#!: Q: ") 4% there is more than one business event location, do you need to de3ne alocation hierarchy#!:
Business E%ent Group
Q: 1) e3ne the business event hierarchy %or the business event catalog#!:
Business E%ent Type
Q: 1) 7hich in%ormation should be stored %or the business event type#!:
"esour#e Type
Q: 1) !re rooms already available %or the business events, or are e ternal resourcesaccessed#!:Q: ") o the resources only consist o% rooms, or do you *ant to use the system tomanage other resources too, such as beamers and overhead pro2ectors#!:
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Q: $) !re the instructors employees at the enterprise, or are they also e ternalpersons#!:
Business Pro#essesPersonnel A#tions
Q: 1) 7hat other modules and sub modules are integrated *ith personneladministration#!:Q: ") 7hat are the typical Personnel !ctions, *hich occur in your organization (e ghiring, salary ad2ustment, termination, trans%er)#!:Q: $) 7hat are the reasons you *ould li+e to record %or each o% these !ctions#!:Q: &) 7hich Personnel !ctions set *hat status#8 planation: !ll employee records must have an employee status (i e terminated,active, inactive, and retired) Personnel !ctions are used to record an employeestatus *herever necessary (e g , Hiring sets status to !ctive) 7herever necessary,*hich Personnel !ctions set *hat status#!:Q: -) 7hat data (e g addresses, basic pay) *ould you li+e to incorporate in each o%these Personnel !ctions#!:Q: .) !re there any Personnel !ctions that should per%orm by di erent user groups#8 planation: Aroup o% users may have di ering access levels or responsibilities tomaintain Personnel !ctions (e g di erent countries) his accomplished by de3ninguser groups, *hich display di erent sets o% in%o types (4n%o groups)!:Q: /) o you have the re9uirement to trans%er employees bet*een countries#8 planation: 6!P has the %acility to combine the hiring and termination actions*hen trans%erring employees bet*een countries!:Q: G)4% an employee resigns, ho* your company pays the 3nal settlement amount#(8ither chec+ or cash)!:
"e#ruitmentPro#essing "e#eipt o* Appli#ation
Q: 1) ?70RF
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Appli#ant Pool Administration
Q: 1) 4n order to process the applicantDs data correctly, the applicant goes throughdi erent recruitment processes 8 : 4nitial ata load, add additional data, re2ect
applicants etc ;ist the processes that are applicable to applicants in yourcompanies!:Q: ") ;ist the names, %orms o% address and telephone numbers o% the recruitmento@cers that *ill be responsible %or processing applications!:Q: $) 4% your company uses status reasons indicating *hy an applicant is re2ected,please provide a list!: Ces , the company uses status reasons indicating *hy an applicant is re2ected;ist *ill be given later in te t %ormatQ: &) 4% you *ant to create and assign your o*n numbering system indicate thedesired number ranges in the te t bo >umber ranges hold eight characters 8IIIIIIII to !
.otiation o* "e+e#tion o* Appli#ation
Q: 1) o you use one standard re2ection letter %or all applicants or di erent letters#!:Q: ") 4% your company sends out a noti3cation o% re2ection to applicants, pleasespeci%y the status reasons %or the re2ection status#!:Q: $) 7hat procedure does the company %ollo* *hen an applicant re2ects thecontract letter that is sent to him5her#!:
Personnel 'ost Planning
Q: 1) 4s the cost pro2ection %or personnel costs incorporated into the organizationDsoverall budget plan#!:
Q: ") 7hich de%ault period used as the basis %or your cost calculations#!:Q: $) o you *ish to ensure that people *ho are not authorized to display anorganizational structure also not authorized to vie* the cost planning %or thisorganization#!:Q: &) 7ould you li+e to use di erent display options li+e graphics and tables in8 cel#
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!:Q: -) 4% your company utilizes the pro2ected pay cost planning method, de3ne the*age elements that used in your corporation!:Q: .) 4% your company intends to use Personnel ost Planning, *hich o% these
pro2ected costs methods *ould suit your needs the best !ctual Payroll osts (*ouldneed to run R5$ Payroll), 8mployee Easic Pay or >otional 7age 8lement osts!: Q: /) Results o% ost Planning need to be trans%erred to the 0 module and to beincluded in overall 3nancial budget planning!:
Personnel Time ManagementEntry o* Personnel Time Spe#iations
Q: 1) Ho* are attendances and absences recorded#!:Q: ") o you have a practice o% compensating employees %or entitlements (e g ,vacation, sic+ leave, etc )#!: Q: $) Ho* do you handle the situation o% incomplete pair %ormation# o cloc+ in: 8rror >o cloc+ out: 8rror and5or no cloc+ out: elimit time pair *ith endo% planned *or+ time!:Q: &) Ho* do you handle situations *here time data overlaps, e g , di erencesbet*een recorded absences and time eventsJ doctor's visited and overtime on thesame day#!:Q: -) Ho* do you handle situations a ecting the day in general, e g , an employeeis at *or+ on a day o , no time data on a *or+day, vacation on a public holiday#!:Q: .) !re you re9uired to guarantee a minimum brea+ time, e g dependent on thenumber o% hours *or+ed#!:Q: /) 7hich times must be made available to payroll e g normal *or+ing hours,overtime, public holidays, hours *or+ed on a public holiday#!:0ver imeQ: 1) Ho* do you de3ne overtime (e g daily, *ee+ly, monthly, and annually, etc )#
4s approval necessary#!:Q: ") !re part time employees eligible %or overtime# 7hat are the rules de3ningovertime %or part time employees#!:Q: $) Ho* do you calculate overtime hours#!:Q: &) Ho* are public holidays considered in the overtime calculations#
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!:Q: -) Ho* do you compensate these overtime hours# (
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components on a percentage basis (indirect evaluation)#!:Q: ") !bsences divided into paid and unpaid absences 7hich o% the absencesmentioned above are paid and *hich are unpaid#!:
,oans
Q: 1) 7ould you li+e to administer loans using Payroll# 4% yes, *hat loan types doyou need#!:Q: ") 7hich reduction rules, interest calculations do you apply#!:
Training and E%ent Management
Q: 1) Ho* do you plan your business event catalog# o you determine demand#!:Q: ") o you *ant to use raining and 8vent =anagement to manage internal ande ternal business events#!: Q: $) e3ne the business event hierarchy %or the business event catalog o% thecustomer!:Q: &) Ho* are attendees registered %or business events#!:Q: -) o you *ant to use boo+ing %unctions#!:Q: .) o you charge cancellation %ees#!:Q: /) 4s there integration *ith =aterials =anagement#!:Q: G) 7hich types o% material need to be managed by raining and 8vent=anagement# o these materials already e ist in =aterials =anagement# heinter%ace is only suitable %or consumer goods such as 3les and pencils 4t is notsuitable %or managing P s!:
Q: ) o you *ant to use billing %unctions#!:Q: 1I) Has customizing been maintained in your system %or the customer masterand billing#!:Q: 11) o you intend to trans%er billing document data to
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you need %unctions %or one time customers#!:Q: 1$) 4s a discount o ered on the price o% the business event#!:Q: 1&) o *ant to trans%er costs to ost !ccounting#
!:Q: 1-) Has customizing been maintained %or the ontrolling application component#!:Q: 1.) 6hould the cost center structure o% your enterprise reMected in your system#!: