HR & Payroll ERP Requirements
Employee records, payroll processing, benefits, and talent management. Review our comprehensive checklist to ensure your ERP covers every critical hr & payroll capability.
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Requirements
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Categories
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Industries
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Leading Vendors
HR & Payroll Requirements Checklist
Employee Management(7 requirements)
| Requirement | Description |
|---|---|
| Employee Records Management | Maintains comprehensive employee profiles including personal data, employment history, and documents. |
| Organizational Chart & Hierarchy | Visualizes and manages reporting structures, departments, and organizational units. |
| Employee Self-Service Portal | Allows employees to view pay stubs, request leave, update personal info, and access HR resources online. |
| Document Management | Stores and organizes employee documents such as contracts, certifications, and policy acknowledgments. |
| Employee Lifecycle Management | Tracks the complete employee journey from hire to retire, triggering automated workflows at each stage. |
| Compliance & Regulatory Tracking | Monitors adherence to labor laws, workplace safety regulations, and mandatory filing requirements. |
| Offboarding & Exit Management | Automates employee offboarding with exit interviews, asset recovery, access revocation, and final settlement. |
Payroll & Compensation(7 requirements)
| Requirement | Description |
|---|---|
| Payroll Processing | Calculates wages, deductions, taxes, and net pay with support for multiple pay schedules and structures. |
| Multi-Country Payroll | Supports payroll processing across different countries with local tax rules and statutory requirements. |
| Benefits Administration | Manages employee benefit plans including enrollment, eligibility, and integration with payroll deductions. |
| Expense Reimbursement | Processes employee expense claims with receipt capture, policy validation, and payment integration. |
| Compensation Planning & Modeling | Models salary adjustments, merit increases, and total compensation packages within defined budget pools. |
| Bonus & Incentive Management | Configures and calculates performance-based bonuses, commissions, and incentive payouts. |
| Salary Benchmarking & Surveys | Compares internal compensation against market data to ensure competitive pay and identify equity gaps. |
Time & Attendance(7 requirements)
| Requirement | Description |
|---|---|
| Leave & Attendance Management | Tracks employee attendance, manages leave requests and balances, and enforces attendance policies. |
| Shift Scheduling | Creates and manages employee shift patterns, rotations, and swap requests. |
| Overtime Management | Tracks, approves, and calculates overtime hours with configurable rules and pay rate multipliers. |
| Time Clock Integration | Integrates with physical or digital time clocks for automated attendance data capture. |
| Absence Analytics & Trends | Analyzes absence patterns across teams and time periods to identify trends and reduce unplanned leave. |
| Geolocation & Remote Check-In | Enables mobile clock-in/out with GPS verification for field workers and remote employees. |
| Flexible Work Arrangement Tracking | Manages hybrid, remote, and compressed work schedules with policy compliance monitoring. |
Talent Management(8 requirements)
| Requirement | Description |
|---|---|
| Recruitment & Onboarding | Supports the hiring process from job postings and applicant tracking through new-hire onboarding workflows. |
| Performance Appraisals | Facilitates employee performance reviews with goal setting, self-assessments, and manager evaluations. |
| Training & Development | Tracks employee skills, manages training programs, and monitors certification requirements and completions. |
| Succession Planning | Identifies and develops high-potential employees for key roles to ensure leadership continuity. |
| Employee Engagement Surveys | Collects and analyzes employee feedback to measure satisfaction and drive workplace improvements. |
| Learning Management System (LMS) | Delivers and tracks online courses, certifications, and compliance training with progress dashboards. |
| Competency & Skills Framework | Defines organizational competencies and maps employee skills for gap analysis and development planning. |
| Career Pathing & Development Plans | Creates personalized career progression roadmaps with milestone-based development goals and mentoring. |
Industry-Specific HR(10 requirements)
| Requirement | Description |
|---|---|
| Healthcare Credentialing & Licensing | Tracks medical staff credentials, license expirations, board certifications, and privilege delineation with automated renewal alerts. |
| Construction Labor & Prevailing Wage Compliance | Manages certified payroll reporting, prevailing wage calculations, and Davis-Bacon Act compliance for government-funded projects. |
| Teacher & Faculty Contract Management | Handles academic employment contracts with tenure tracking, sabbatical management, course load assignments, and stipend calculations. |
| Government Classification & Pay Grades | Manages government pay scales, GS/SES classifications, locality adjustments, and step increase calculations. |
| Union & Collective Bargaining Management | Tracks union membership, manages collective bargaining agreements, grievance processes, and seniority-based rules. |
| Retail Seasonal & Hourly Workforce Scheduling | Optimizes scheduling for hourly retail workers with shift swaps, availability preferences, and labor budget controls. |
| Manufacturing Safety Training & OSHA Compliance | Tracks mandatory safety training completion, incident reporting, OSHA recordkeeping, and workplace hazard assessments. |
| Financial Services Licensing & CE Tracking | Monitors financial advisor licenses, Series exams, continuing education credits, and compliance with FINRA requirements. |
| Food Handler Certification & Health Compliance | Tracks food handler permits, health certifications, and allergen training requirements for food service employees. |
| Field Worker & Remote Workforce Management | Manages distributed workforces with mobile time capture, GPS tracking, per diem calculations, and travel compliance. |
Select your HR & Payroll requirements interactively
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Industries That Need HR & Payroll
These industries typically require strong hr & payroll capabilities in their ERP system:
How to Prioritise HR & Payroll Requirements
Not every requirement is equally important. Use this phased approach to prioritise:
Phase 1 — Must-Have
Core capabilities required for go-live. These are non-negotiable requirements that your business cannot operate without.
Phase 2 — Should-Have
Important capabilities needed within the first 12 months. Plan to implement these in a second rollout wave.
Future Phase — Nice-to-Have
Advanced capabilities for your long-term roadmap. Ensure the vendor supports these even if you don't need them now.
ERP Vendors with HR & Payroll Capabilities
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