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Home My WebLink AboutC18-080 Ultimate Software GroupUltimate 'iC_;;- A,ARF ✓IKSO4Y '0%l. The Ultimate Software Group, Inc. SaaS Agreement This SaaS Agreement (the "Agreement"), effective as of the date shown in item # 3 below, is entered into by and between The Ultimate Software Group Inc. ("Ultimate Software"), a Delaware Corporation, with offices at 2000 Ultimate Way, Weston, FL 33325 and the organization specified as Customer in item # 1 below (the "Customer") each individually referred to as a "Party" and collectively referred to as the "Parties Ultimate Software is engaged in the business of providing software, support and Software as a Service type ("SaaS") services (as further set forth in the Agreement), and Customer wishes to use the UltiPro Software, support and SaaS Services on a subscription basis (herein referred to, and as more particularly set forth in item # 4. A. below, as "Subscription Offering"). In consideration of the covenants and agreements contained herein and in the Exhibits, which are incorporated herein and made a part hereof, Customer and Ultimate Software hereby agree as follows: 1. Customer. Organization Name. Eagle County Billing Address: computed monthly PEPM amount (number of Compensated Employees, HR Only Subscription Fee is attributable to Ult!Pro Core and UltiPro City: Eagle State: CO Zip: Phone: 970-328-3585 Fax: attributable to Ult!Pro Compensation Management; $2.80 of Contact Name: Amanda Bay Title: Contact Email: Legal Name:Ea le Count State of Incorporation: Co 2. Number of Compensated Employees (defined in Exhibit C) Minimum Number of HR only Employees (defined in Exhibit C) 500 ❑ The Subscription Fee is quoted on a Per Employee Per Month ("PEPM") basis. The computed monthly PEPM amount (number of Compensated Employees, HR Only Subscription Fee is attributable to Ult!Pro Core and UltiPro Employees and Terminated Web Employees (all as defined in Exhibit C attached hereto) Services (as defined in Exhibit A), multiplied by the applicable Subscription Fee) may increase or decrease it the number of Compensated Employees. HR only Employees, or Terminated Web Employees increases attributable to Ult!Pro Compensation Management; $2.80 of or decreases but in no event shall the Subscription Fee be calculated on less than tour Services (as defined in Exhibit e) hundred and twenty five (425) Compensated Employees per month.. Customer acknowledges that it shall use the UltiPro Software for payroll processing and Acquisition, and $2.25 of the Subscription Fee is attributable human resource recordkeeping activities. 13. Effective Date of the Agreement 4. A. Subscri ion Dfferin as set forth below and defined in Exhibit C and pricing: SaaS Agreement Subscription Fee -4n eludes the $25.50 per Compensated Employee per month ($20.00 of the Ult!Pro Software, UltiPro SaaS Subscription Fee is attributable to Ult!Pro Core and UltiPro Services (as defined in Exhibit A), Time Management; $2.25 of the Subscription Fee is and UltiPro Product Support attributable to Ult!Pro Compensation Management; $2.80 of Services (as defined in Exhibit e) the Subscription Fee is attributable to UltiPro Talent Acquisition, and $2.25 of the Subscription Fee is attributable to Ult!Pro Performance Management] Plus $4.00 per HR only Employee per month Plus $1.00 per Terminated Web Employee per month (defined in Exhibit C) UltiPro includes the use of the following Software Modules only: UltiPro Core Human resource and payroll administration, employee self-service, and manager self-service Human resource record keeping only for Customer's non -United States/non-Canadian persons who are not compensated or paid using the UltiPro software or services but are active in the UltiPro software for purposes of tracking demographic information. rev 64.2417 Page 1 or 32 Ultimate The Ultimate Software Group,Inc. %G:-WARF tWPW' L. SaaS Agreement ■ Payment Services and Affordable Care Act ("ACA") Services pursuant to Exhibit D attached hereto. ■ UltiPro Single Sign On ('SSQ") Services pursuant to Exhibit E attached hereto. ■ Career Development, Model My Pay, benefits administration—open enrollment setup and reporting for administrators, benefit elections and life event changes ■ "Access to an online human resource and benefits library containing human resource content and tools for two (2) users {currently powered by HR360}, Additional HR360 user access may be purchased at a rate of $100.00 per annum per user, 'The third party (currently HR360) shall be solely responsible for any such services and software, and Customer acknowledges that Ultimate Software has no responsibility or liability fpr the services, software, products. or performance provided by such third party. UltiPro Talent Acauisition [Recruiting and Onboardina] UltlPro Performance Management Ult!Pro Compensation Management UltiPro Time Management B. One Time Activation Fee Flat Fee 1 $82,500.66 - One Time Activation Fee shall be for the services as set forth in the UltiPro Activation & Deployment Overview which is incorporated by reference and attached hereto as Exhibit F. In addition, Customer shall be invoiced an additional Activation Fee at the rate of $165.00 per Compensated Employee for each Compensated Employee, and if applicable, $10.00 per HR Only Employee for each HR Only Employee, in existence as of the First Live Date that exceeds one hundred ten percent (110%) of the number of Compensated Employees and/or number of HR Only Employees as set forth in Section 2 above for which the Subscription Offering is granted. For clarification purposes, this fee, if applicable, shall only be charged to Customer as of the First Live Date and Customer shall not be charged for any additional Activation Fees subsequent to that date. C. Training—Web-based instructor led training and el -earning courseware is available for unlimited use at no charge. D. Interfaces—Customer specific interface files for General Ledger data export are included at no charge. Creation of additional interface files will be $2,600.60 per interface file format. Interfaces include but are not limited to Cigna. Wage Works, Wage Works Conexis, Delta Dental, CCOE RA. Ultimate Sol tware agrees to modify Customer's current existing specific interfaces files at no additional charge. E. Business Intelligence ("BI") reporting tools include the functionality as indicated above plus the following included at no charge: BI Administrators --Two (2) named users designated as UltiPro Report Administrators with rights to create and manage content in Query Studio, Report Studio, Analysis Studio, and Event Studio. BI Authors—Eight (8) named users designated as UltiPro Authors with rights to create content in Query Studio and Report Studio. BI Consumers—Fifty (50) named users designated as UltiPro Consumers with rights to access the business intelligence portal, and view and execute content originating from any studio created by an author. This role does not allow the user to create content in Query Studio, Report Studio, Analysis Studio. or Evenl Studio, BI Recipients ---All Compensated Employees are eligible to view saved or static report content and alerts generated from UltiPro BI that are made available outside of the business intelligence portal, or distributed through email. F. Additional Optional Consulting Services: (i) Consulting Services which are not included in the standard scope of services as set forth herein shall be performed pursuant to a mutually agreed upon amendment to this Agreement or a work order signed by bath Parties.. (ii) Custom Cognos reports—$1,250.00 per report. (iii) Expression Builder—$500.00 per expression (as it pertains to Customer's payroll). {iv} Additional data conversion pricing for the following services: Data Type to Convert Price Employee Status History - for each 7 Year period $5,000.00 Job History - for each 7 Year period $5,000.00 Review History - for each 7 Year period $5,000.00 rev 64.2017 Page 2 of 32 Ultimate The Ultimate Software Group,Inc. 4a:7 WARE t%UpIN f -M. SaaS Agreement Recruiting—candidate personal data; attachments-- $5.000.00 resume. cover letters, and requisitions. In the event Customer wants additional data conversion. reports. and/or interface Files after the First Live Bate. those services will be performed at a price to be agreed upon and set forth in an amendment to this Agreement or work order signed by both Parties and will be billed as incurred, Optional Direct Deposit Advice ("DDA") printing service --$0.50 per DDA Any Consulting Services or DDA printing services will be billed on a monthly basis as incurred. Customer is also responsible for Ultimate Software's preapproved reasonable travel and expenses. 5. Functionality of Subscription Offering: Ultimate Software agrees that the Subscription Offering shall comply with the requirements and specifications set forth in Exhibit G heretor including those items coded or marked as a °5". S. Payment Terms: A. One Time Activation Fee- $82,500.00 {i} The amount due on the Effective Date of this Agreement (ii) The amount due on the First Live Date {iii} The amount due on June 1, 2020 $20.625.00 $20,625.00 $41,250,00 In the event Customer fails to make any payment on the date It is due (except those subject to a good faith dispute, including termination by Customer due to an uncured breach by Ultimate Software) or this Agreement is being terminated for any reason, Ultimate Software shall provide Customer written notice that payment has not been paid in accordance with the terms of this Agreement. In that event, in addition to any other rights and remedies available to Ultimate Software, if Customer does not make payment of the sum due within twenty (20) days of written notice, then Ultimate Software may deem Customer in breach and may. upon ten (10) days written notice, accelerate all future payments of the One Time Activation Fee due pursuant to the Agreement so that all the payments of the One Time Activation Fee shall immediately become due and payable. The foregoing shall not apply to any fees that are the subject of a good faith dispute and provided that Customer has advised Ultimate Software in writing of the basis for the dispute. B. Subscription. Fee – UltiPro Core and UIII Pro Time Management 425 Compensated Employees x $20.00 = $8,540.00 x 3 months = $25,500,00 The Subscription Fees are due quarterly and invoiced thirty (30) days in advance of the quarter. The amount due on the First Live Date and is payment for the quarter commencing on the First Live Date (as defined in Exhibit C) $25,500.00 C. Subscription Fee- UItiPro Compensation Management 425 Compensated Employees x $2.25 = $956.25 x 3 months = $2.868.75 The Subscription Fees are due quarterly and invoiced 30 days in advance of the quarter. The amount due on the earlier of Customer's UltiPro Compensation Management Live Date or January 1, 2020 is payment for the quarter commencing on the earlier of the UltiPro Compensation Management Live Date or January 1, 2020. 2. 8.7 D. Subscription Fee- UItiPro Performance Management 425 Compensated Employees x $2.25 = $956.25 x 3 months = $2,868.75 The Subscription Fees are due quarterly and invoiced 30 days in advance of the quarter. The amount due on the earlier of Customer's UltiPro Performance Management Live Date or January 1, 2020 is payment for the quarter commencing on the earlier of the UltiPro Performance Management Live Date or January 1, 2020. $2.868.75 D. Subscription Fee- UltiPro Talent Acquisition 425 Compensated Employees x $2.44 = $850.00 x 3 months = $2.550.00 The Subscription Fees are due quarterly and invoiced 30 days in advance of the quarter, The amount due on the earlier of Customer's UltiPro Talent Acquisition Live Date or January 1, 2020 is payment for the quarter commencing on the earlier of the UltiPro Talent Acquisition Live Date or January 1, 2420. 2.5 0.0 rev 04.2017 Page 3 of 32 Ultimate The Ultimate Software Group,Inc. %c-: � w'Aas: SaaS Agreement Y"law. During the "Initial Term" (as defined in Exhibit C) Ultimate Software agrees not to increase the Subscription Fees. The total sum due during the Initial Term shall nat exceed Five Hundred Th au sand Dollars ($500,000.00) without a written amendment to this Agreement. Any increase thereafter shall not exceed three percent (3%) per annum, and a minimum of thirty (30) days advance written notice of any such increase shall be provided to Customer via invoice. Ultimate Software may utilize a script, program, sequence of instructions or functional equivalent to determine an accurate number of Compensated Employees, HR Only Employees and Terminated Web Employees. The results of, and information obtained from. the electronic analysis shall be subject to the Confidential Information section outlined in the Terms and Conditions to this Agreement. Customer agrees to pay Ultimate Software the Subscription Fees and One -Time Activation Fee in accordance with and subject to the terms of this Agreement. In addition, if Customer wants additional Consulting Services or other services, Customer and Ultimate Software shall identify the specific costs for the additional services and upon written agreement Customer agrees to pay Ultimate Software for the additional costs. Customer is a tax-exempt local government and therefore Ultimate Software agrees that Customer will not be billed far any taxes for which Customer is exempt. Ultimate Software will, in good faith, rely on such representation; provided, it complies with the appropriate sales & use tax laws. However, in the event such Ultimate Software incurs legal imposed taxes for which Customer is not exempt from paying, Customer will promptly reimburse Ultimate Software for such taxes. All undisputed invoices and preapproved expense reimbursements are due within forty-five (45) days of Customer's receipt of invoice. All undisputed invoices and preapproved expense reimbursements not paid within forty-five (45) days after the date such amounts are due and payable shall bear interest at a rate of one and one percent (1%) per month. Payment may be sent via ACH: Wells Fargo Bank, N.A. 350 East Las Olas Blvd. Suite 1800 Ft. Lauderdale. FL 33341 ABA#1210GO248 Account#2000029434105 Beneficiary Name: The Ultimate Software Group. Inc. Payment may be mailed to: The Ultimate Software Group PO BOX 930953 Atlanta, GA 31193-0953 IN WITNESS WHEREOF, the Parties hereby contlrm and agree that the Agreement shall be eftective as of the date set forth above and that all terms and conditions have been agreed upon. Eagle County The Ultimate Software Group. Ing. Name Kathy Chandler -Henry Na111e: Bob Manne Title: Chair Title: Senior Vice President Signature: Signature: ..�.., c �� C Date: 03/27/2018 Date: 03/20/2018 rev 64.2017 raga 4 of 32 Ultimate RDS 1 WARE muwwft. The Ultimate Software Group, Inc. EXHIBIT A UltiPro SaaS Services SaaS Agreement Description of UltiPro SaaS Services: Provision of the necessary network infrastructure, computer hardware, third party software, database administration services and connectivity point at the SaaS Site ('SaaS Services"). Ultimate Software will provide this service at Ultimate Software's SaaS Site. Customer acknowledges that the UltiPro SaaS Services as described in this Exhibit may change from time to time as is required by changes to normal business conditions. It is further understood by Customer that any changes to the services will be applicable to all Ultimate Software's Customers that are utilizing SaaS Services. Ultimate Software will make best efforts to publish such changes to the services within a reasonable time frame to the Ultimate Software support portal. In any event, Ultimate Software shall make changes that are equivalent or better and will not downgrade the products or services offered to Customer as of the Effective date of this Agreement. Ultimate Software Responsibilities: + Provide sufficient computer infrastructure, equipment. software, network bandwidth and security within the environment to allow the Customer access to the UltiPro SaaS Services, + Provide Customer with UltiPro release upgrade schedule for the UltiPro Software. ■ Execute nightly maintenance procedures. + Maintain business continuity environment and process, which are tested annually + Execute scheduled cumulative backup procedures (and restore as necessary) Maintain application recovery procedures {with a recovery point objective of four (4) hours} Maintain cumulative backups pursuant to the following schedule: Backup Schedule Frequency Scope Retention Period Intra -Day Backup data 48 Hours Nightly Backup Data 2 Weeks File Server Directories t Week Weekly Backup Data 8 Weeks (Sunday) File Server Directories 5 Weeks Monthly Backup Data 3 Months File Server Directories Quarterly Backup Data 12 Weeks File Server Directories + Monitor SaaS environment 24 X 7 X 365 + conduct capacity planning. track application and network utilization, forecast growth and the impact on network and infrastructure and size accordingly ■ Perform system maintenance and upgrades for UltiPro Software and all third party software required to deploy the SaaS Services. + Perform SaaS infrastructure and network infrastructure maintenance on the following schedule for the production SaaS Site: NOTE: Customer may experience intermittent connectivity during these periods or may be restricted from access during these periods. Perform system daily maintenance 3:00 a.m. — 5:00 a.m. EST, not to exceed a maximum of five (5) hours per month. No advanced notice provided. Perform emergency maintenance, as required, when necessary. Where possible, Ultimate Software will use best efforts to provide advanced notification via the newswire. Ultimate Software will provide Customer advanced notification of the following maintenance via the UltiPro support portal: Perform release upgrade window as required three (3) times per year on either Saturday or Sunday from 2:00 a.m. — 8:00 a.m. EST. Perform extended system maintenance as required once per year on either Saturday or Sunday from 12:41 a.m. to 12:00 p.m. EST. rev 04.2617 Page 5 or 32 Ultimate The Ultimate Software Group,Inc. �iG%,NVARE ft=W fOL. SaaS Agreement Customer Responsibilities: ■ Identify the key contacts responsible for coordinating all activities related to the activation and ongoing operation of the SaaS Services Maintain Customer workstations, running a supported browser. At the time of this Agreement the following browser and versions are supported by Ultimate Software: Internet Explorer 11, Edge 40.15063, Chrome 61, Firefox 54 and Safari 16 Ultimate will ensure that Ultipro has been tested and certified on Internet Explorer, Chrome. Firefox and Safari browsers within 18 months of each listed browsers version release becoming generally available- * Maintain Customer printer environment Note: MICR check printing requires HP compatible printers • Maintain Internet connectivity to access SaaS Site • Customer shall notify Ultimate Software of events that permit changes to contractual terms, such as significant Compensated Employee growth, by providing Ultimate Software with thirty (30) days advanced written notice of its Intention to use the UltiPro Software for the additional Compensated Employees so that Ultimate Software can ensure proper configuration of the SaaS environment. • Manage. monitor and maintain confidentiality, user security and privacy settings within the UltiPro Software for Customer's users, including, but not limited to, user identifications, password setup/change and account lockout frequency enabling multifactor authentication. and enabling internet protocol filtering. Service Level OWective for Production SaaS Services: Ultimate Software's service level objective for the production SaaS environment, including, but not limited to, access to the UltiPro Software and SaaS Services, is to make these services available a minimum of ninety nine and seventy five one hundredths of a percent (99.75016) of the time as measured over one (1) month, not to include activities as denoted in "Ultimate Software Responsibilities - Perform SaaS infrastructure and network infrastructure maintenance" above. In the event the SaaS environment. UltiPro software programs and SaaS Services are not available to Customer at the SaaS site. due to circumstances within the reasonable control of Ultimate Software, for at least the cumulative minimum times described below and such unavailable access causes the Customer an adverse business impact then Ultimate Software will provide a credit to Customer equal to the following schedule - :599 74% chedule: 599.74°% - 97.0011% - ten percent (1011/0) of the prior one (1) month's Subscription Fee paid to Ultimate Software 596.99°% - 95.00016 -twenty percent (209%) of the prior one (1) month's Subscription Fee paid to Ultimate Software <95.00°I6 - fifty percent (50%) of the prior one (1) month's Subscription Fee paid to Ultimate Software This credit. if applicable, will be applied to any monies owed by Customer in the following quarter or if no such monies are owed, then Ultimate Software shall refund such credit to Customer. Customer must notify Ultimate Software in writing of the request for a credit within thirty (30) days of the SaaS environment being unavailable to Customer. The Parties agree that service requests that are delayed due to Customer authorizations or Customer approvals may be excluded from this calculation. Ultimate Software will confirm the information provided in the service credit notice within five (5) business days of receipt of the notice, If Ultimate Software cannot confirm the unavailable minutes, then the Customer and Ultimate Software agree to refer the matter to executives at each organization for resolution. if Ultimate Software confirms that Ultimate Software is out of compliance with its SLA, the Customer will receive the amount of Service Level Credits set forth above for the affected SaaS Service level metric. The SLA credit will be reflected in the Customer invoice to the Customer in the next billing cycle following Ultimate Software's confirmation of the downtime minutes. SLA credits can only be applied to accounts that are in good standing with all invoices paid and up to date. In the event the Service Level for the SaaS environment. UltiPro software programs, and SaaS Services are not mel twice (2x) in any consecutive six (6) month term, then Customer shall have the option to terminate this Agreement by providing Ultimate Software with thirty (30) days advanced written notice of its intent to terminate. The UltiPro Software and SaaS Services will not be considered unavailable for any outage due to (i) acts or omissions of Customer or its agents, failures of equipment or facilities provided by Customer, network unavailability or bandwidth limitations outside of Ultimate Software's network or SaaS Site; or (ii) force majeure events. Ultimate Software will produce a Root Cause Analysis ("RCA") within five (5) business days of event resolution when an alert is provided through the UltiPro portal regarding an unplanned service interruption due to technical or system issues affecting accessibility or causing loss of critical application functionality lasting more than fifteen (15) minutes. The RCA explains area of impact. corrective measures taken. explanation of the disruption or loss of functionality. and preventative measures to minimize the possibility of a recurrence. An RCA is automatically sent to customers who open a support ticket for the above mentioned issue and can be provided to customers upon request. rev 64.2017 Page 6 of 32 Ultimate fiGF- A ARE FMSpW IL"t, The Ultimate Software Group, Inc. EXHIBIT B Terms & Conditions SaaS Agreement 1. Term and Termination This Agreement shall commence on the Effective Date as set forth above and shall continue in effect from that date for the duration of the Initial Term, unless sooner terminated as set forth herein. Customer may not terminate the Agreement during this Initial Term except as set forth below. This Agreement shall automatically renew for successive renewal terms of one (1 ) year each. After the Initial Term, the Customer may terminate this Agreement In whole or in part, at any time and for any reason, with or without cause, and without penalty therefor, with thirty (30) days wrift en notice to Ultimate Software. Each requirement, duty, and obligation of this Agreement is substantial and important to the formation of this Agreement between the Parties and a material term. In the event either Party defaults in the performance of any obligation of this Agreement, the non -defaulting Party shall send the defaulting party written notice specifying the default and describing the actions required to cure the default. Such notice shall provide a minimum of thirty (30) calendar days to the defaulting Party to cure the default. If the default is not timely cured, the non -defaulting Party may elect to immediately terminate the Agreement, and in such event. shall notify the defaulting Party in writing and specify the effective date of termination. Upon termination of this Agreement, Ultimate Software shall be entitled to compensation for any amounts due to it including, but not limited to, compensation for hours worked as well as outstanding expenses. Upon termination of this Agreement, all rights granted to Customer will terminate and revert to Ultimate Software. Ultimate Software acknowledges that the Subscription Offering may be of little or no value to Customer if not fully compliant with the specifications in this Agreement, including Ultimate Software's online documentation and functional specifications in the RFP Response, Exhibit G. In the event all or any portion of the Subscription Offering does not timely comply with such specifications, and Ultimate Software is unable or unwilling to timely cure such default as provided in this Section 1, Customer shall be entitled to terminate this Agreement and request a refund of all prepaid unused Subscription Fees paid to Ultimate Software under this Agreement, in addition to any other remedies available to Customer by law or pursuant to this Agreement, Except as otherwise set forth in this Agreement, in the event of termination or expiration of the Agreement, within twelve (12) weeks of termination or expiration (to account for Ultimate Software's back up cycles) Customer Data shall be permanently deleted and shall not be recoverable, according to National Institute of Standards and Technology (DIST)-approved methods. Certificates of destruction shall be provided to the Customer. upon Customer request. Provided Customer is not in breach of this Agreement, Customer may elect, upon prior written notice by Customer to Ultimate Software, to extend its access to and use of the Services for up to six (B) months (the "Transition Period") in which it may continue to access and use the UltiPro software subject to the terms and conditions herein including, but not limited to, the pricing and payment terms (which terms and conditions shall survive during the Transition Period) for the purpose of transitioning to a replacement system. In addition, if requested by Customer, Ultimate Software shall provide Consulting Services to Customer during the Transition Period for an orderly transition at the then currently published rate for Consulting Services. Upon termination or expiration of the Transition Period, all rights and licenses granted hereunder shall immediately terminate and revert to Ultimate Software. Within five business (5) days of termination of this Agreement, Ultimate Software shall provide to Customer a copy of Customer's data in the format(s) for datastore technology in use at the time of termination via secured file transfer protocol "SFTP" server or similar method at a cost of $500.00 to be billed as incurred. In the event of termination by Customer due to an uncured breach by Ultimate Software. Ultimate Software shall provide to Customer a copy of Customer's data in the format(s) for datastore technology in use at the time of termination at no charge. 2. Proprietary Protection and Restrictions Ultimate Software has and shall have sole and exclusive ownership of all rights, title, and interest in the UltiPro Software and SaaS Services and all modifications and enhancements thereof (including ownership of all trade secrets copyrights, and intellectual property rights pertaining thereto). Customer is only permitted to use the UltiPro Software or any services provided by Ultimate Software for its own employees and is not permitted to provide service bureau, data processing, time sharing services or to otherwise provide payroll or human resource record keeping for third parties. To the extent that any third party software is provided herein, Customer agrees that it shall only use such software in conjunction with the UltiPro Software and SaaS Services and Customer acknowledges that it is prohibited from engaging in, causing, assisting or permitting, the reverse engineering, disassembly, translation, adaption or recompilation of any such third party software and that it shall not attempt to obtain or create the source code from the object code of any such software provided to it pursuant to the Agreement. unless explicitly permitted by applicable and mandatary law. Customer acknowledges That it will not use the UltiPro Software and SaaS Services or any third party software for any illegal purpose or activity. 3. Ownership and Use of Intellectual Property Fey 64.2017 Page 7 of 32 Ultimate The Ultimate Software Group, Inc. u � w' pg SaaS Agreement FM:SpW I/lIC.1. During the term of this Agreement, as a result of Ultimate Software's efforts under this Agreement, Ultimate Software may generate ideas, inventions. suggestions, copyrightable materials or other information ("Intellectual Property"). Ultimate Software shall have title to such Intellectual Property.. To the extent such Intellectual Property is incorporated into work product to be produced by Ultimate Software and delivered to Customer under this Agreement. Ultimate Software grants and Customer hereby accepts a royalty -free, non-exclusive license to use all such Intellectual Property as incorporated into the Ultimate Software work product. 4. Customer Data Customer shall retain ownership of the entire right, title and interest in and to all materials, data and information provided by Customer to Ultimate Software, including without limitation, the Customer data and Customer confidential information, and all Intellectual Property rights thereto. No ownership rights in such materials, data and information are transferred to Ultimate Software. Ultimate Software shall not access Customer user accounts or Customer Data, except (1) In the course of data center operations, (2) in response to service or technical issues, (3) for proactive service and problem resolution. (4) as required by the express terms of this contract or (5) at the County's written request. During the term of the Agreement, Ultimate Software will not purge, delete, or destroy Customer Data, including attachments. until the Customer deletes them or for the time period mutually agreed to by the parties in this Agreement. Except as set forth in Section 4. "Data Retention" of Exhibit D and within twelve (12) weeks of termination or expiration of this Agreement. Ultimate Software shall delete or destroy Customer Data. 5. Protection of Customer Data Ultimate Software shall maintain reasonable administrative, physical, and technical safeguards for protection of the security, confidentiality and integrity of Customer Data as more fully set forth in Exhibit H Data Security and Privacy" which is attached hereto and incorporated by reference herein. S. UltiPro Product Support Services Ultimate Software shall maintain a national customer support center (°NCSC") capable of receiving telephone. fax, modem or Internet transmission reports of software irregularities. Customer may report UltiPro Software or operator problems and seek assistance in the use of the UltiPro Software. Ultimate Software will maintain a product -trained and knowledgeable staff capable of rendering the services set forth in this Agreement. Ultimate Software will use all reasonable diligence to correct verifiable and reproducible errors when reported to the NCSC. Ultimate Software shall provide the U11iPro Software and SaaS Services to the Customer and its end users solely from data centers in the United States and Customer data at rest shall be located solely in data centers in the United States. Ultimate Software shall permit its personnel and contractors, if any, to access Customer data remotely as required to fulfill this Agreement. Ultimate Software contracts with a third party(ies) for data -center or server storage. Ultimate Software uses QTS in Atlanta. Georgia and 110 in Phoenix, Arizona as its current data -center providers. Ultimate Software will maintain all responsibilities for Customer data in its possession and Ultimate Software agrees to comply with all obligations. restrictions and conditions contained in this Agreement with respect to Customer data. By utilizing a SaaS Site provider. Ultimate Software shall not be relieved of the obligations contained in this Agreement. UltiPro Product Support Services entitles the Customer during the Initial Term and any renewal term thereafter to ongoing customer phone, email, fax and modem support as needed with Customer's named account manager available between normal business hours {8:31} am to 5:30 pm Customer's —time zone - Monday through Friday) and includes periodic enhancements and modifications to the Software furnished by Ultimate Software. as well as federal, state and local tax updates. Performance of UltiPro Product Support Services or other services is contingent upon all undisputed payments. due to Ultimate Software pursuant to this Agreement or any other agreement between the Parties, being paid in a timely manner. Within its SaaS environment, Ultimate Software shall maintain the currency of all third -party software used in connection with the UltiPro Software including, but not limited to: all code libraries, frameworks, components, and other products (e.g., Java JRE, code signing certificates, .NET, jquery pluggins, etc.), whether commercial. free, open -source, or closed -source; with third -party vendor approved and supported releases. 7. SaaS Services and Customer Responsibilities "SaaS Services" consist of providing the necessary network infrastructure, computer hardware. third party software. database administration services and connectivity point at the "SaaS Site". Ultimate Software reserves the right to change the location of the SaaS Site as it deems necessary and shall provide Customer with thirty (30) days' prior notice of such change to its SaaS Site. At the SaaS Site will be the hardware and software necessary to run and support the UItiPro Software from a remote location(s). Customer will be responsible to provide for the specified connectivity between the Customer's location{s} to the internet. Customer agrees that Ultimate Software will have no liability for and Customer will not be excused from any of its obligations under the Agreement as a result of the quality, speed or interruption of the communication lines from the Customer's location{s} to the internet. Provided Customer supplies the communication connectivity to the internet. Ultimate Software shall provide the Customer access to the SaaS Site servers and the UltiPro Software as needed with support personnel being available as stated under the UltiPro Product Support Services. rev 64.2017 Page 8 of 32 Ultimate The Ultimate Software Group,Inc. fiG%7Nr'ARE SaaS Agreement 4huawW W. 8. Sale, Assignment and Delay Customer's rights may not be transferred, leased or assigned except in its entirety to (1) a successor in interest of Customer's entire business which assumes the obligations of this Agreement (provided the successor is, after the transfer or assignment. similar in size and nature to Customer) or (2) any other party who is reasonably acceptable to Ultimate Software, who enters into a substitute version of this Agreement and who pays an administrative fee intended to cover attendant costs. Ultimate Software shall not be liable for any delays in the performance of any of its obligations hereunder due to causes beyond its reasonable control, including, but not limited to, fire, strike, war. riots. acts of civil or military, judicial actions, acts of God, or any other casualty or natural calamity. Ultimate Software reserves the right to commence charging the Subscription Fee to the Customer prior to the First Live Date, the UltiPro Performance Management Live Date, the Live Date for UltiPro Talent Acquisition, or the UltiPro Compensation Management Live Date if the Customer by its willful action. willful inaction or willful lack of cooperation causes the First Live Date, the UltiPro Performance Management Live Date, the Live Date for UltiPro Talent Acquisition, or the UltiPro Compensation Management Live Date to be delayed. 9. Confidential Information Except as otherwise permitted under this Agreement, Ultimate Software and Customer will not knowingly disclose to any third party. or make use of any Confidential Information during the term of this Agreement and in perpetuity. For purposes of this Agreement. "Confidential Information" will mean non-public information of a Party to this Agreement In addition to the foregoing, the Parties agree to not, at any time, during or at any time after the term of this Agreement, in any fashion, form or manner, either directly or Indirectly, divulge, disclose or communicate to any person, firm, or corporation in any manner whatsoever for the purpose of exploiting or using to the disadvantage of a Party any Confidential Information which either party has acquired as a result of this Agreement , including, but not limited to. names of each other's employees, customer companies, its manner of operation, the nature, or descriptions of, its plans, processes or data of any other kind where such operations, plans and processes or data are deemed proprietary, are trade secrets or are protected by intellectual property rights. Without regard to whether any or all of the foregoing matters would be confidential, the Parties hereto stipulate that as between them. that all such Confidential Information is important, material and confidential. All such Confidential Information described herein shall be marked or designated as "Confidential Information". This Agreement shall not be deemed to prevent the disclosures of information after having received prior consent from the other Party orthe disclosure of information relating to this Agreement or Ultimate Software's services under this Agreement to other local governments. This Agreement does not apply to information in the public domain at the time of disclosure, or which is or becomes publicly available without breach of the Agreement, or which is known to the Parties receiving it at the time of disclosure, or which is received from a third party who has not breached any Agreement with the Party claiming confidentiality, or which is disclosed by the Party claiming confidentiality to third parties on a non -restricted basis. Notwithstanding anything to the contrary, although Ultimate Software remains responsible for the con fid entiallty obligations as set forth in this Agreement, Ultimate Software reserves the right to have Confidential Information processed, managed and/or stored with third parties. Ultimate Software acknowledges that Customer is a local Colorado governmental entity that is subject to certain open records and information laws, including but not limited to the Colorado Open Records Act, which may require disclosure of records and information that qualify as "public records" as defined by such laws, including disclosure of this Agreement. Should Customer determine that records and/or information is disclosable pursuant to the terms of applicable "sunshine" laws, disclosure of such records and/or information shall not be deemed a violation of this Agreement. Ultimate Software acknowledges that this Agreement will be posted on Customer's public agenda and that once approved by Customer, the Agreement will be stored in a database accessible by the general public. 10. REPRESENTATIONS, STANDARD OF CARE, INDEMNITY, AND WARRANTIES Ultimate Software warrants that the SaaS services rendered will cause the UltiPro Software modules to substantially perform in accordance with the Ultimate Software online documentation and specifications in this Agreement, including but not limited to Exhibit 0 hereto. Ultimate Software will promptly make all necessary corrections to fulfill the foregoing warranty without additional cost to the Customer. Ultimate Software further represents and warrants to Customer that: (i) no element of the Subscription Offering and/or methodology provided under this Agreement is the subject of any litigation; (ii) Ultimate Software is the lawful owner and/or licensee of all components and methodologies of the Subscription Offering and has all necessary rights to provide the Subscription Offering and/or methodology to the Customer; (iii) the Subscription Offering and Customer's use of the Subscription Offering pursuant to this Agreement does not and will not directly or indirectly violate or infringe upon the patent, copyright, or other proprietary or intellectual property rights of any third party; (iv) that Ultimate Software will defend, indemnify and hold harmless Customer and its officials, agents and employees from any and all liabilities. damages, losses, expenses, claims. demands. suits, fines. or judgments (each a "Claim") by reason of any Claim arising out of or related to (i) the Subscription Offering infringing or misappropriating any copyright, patent, or other proprietary right, (ii) a breach of this Agreement due to any negligent performance or nonperformance by Ultimate Software or any of its subcontractors hereunder, or (iii) a breach by Ultimate Software or any of its subcontractors of Section 9 entitled "Confidential Information" and/or Exhibit H "Data Security and Privacy", either of which result in the unauthorized disclosure of Customer Data, (iv) the violation of applicable law by Ultimate Software or its subcontractors in the performance of the services under this Agreement; and Ultimate Software shall reimburse Customer for reasonable attorney fees and costs, legal and other expenses incurred by Customer in connection with investigating or defending any such loss, claim, damage, liability or action. Customer shall promptly notify Ultimate Software in writing upon notice of such claim and shall cooperate fully in the defense of such claim. Ultimate Software shall have full and exclusive control of any such defense and settlement of the claim, provided however that Ultimate Software shall keep Customer informed of, and consult with Customer in connection with the progress of any litigation rev 64.2017 Page 9 or 32 Ultimate The Ultimate Software GroupInc. R F T !? I: 'i1V A ' SaaS Agreement 4%Uplorx. and settlement and that Ultimate Software shall not have the right without Customer's prior written consent (which shall not be unreasonably withheld or delayed) to settle any claims that impose any liability on or require any payment from the Customer and Customer shall have the right to participate in the defense of any such suit or proceedings at its expense and through counsel of its choosing; and {v} Ultimate Software will use its generally accepted industry standards to see to it that no computer viruses, malware, or similar items are introduced into Customer's computing and network environment by the Subscription Offering. DURING THE ENTIRE TERM OF THIS AGREEMENT, THE CUSTOMER'S SOLE AND EXCLUSIVE REMEDY FOR ANY MATERIAL BREACH OF ANY PROVISION OF THIS AGREEMENT OR FOR ANY WARRANTY SHALL NOT EXCEED THE AMOUNT OF THE FEES FOR THE EIGHTEEN (18) MONTH PERIOD PRIOR TO THE ALLEGED BREACH. REFERENCE TO BREACH OF THIS AGREEMENT SHALL INCLUDE ANY SUPPLEMENT, ADDITIONS OR AMENDMENTS TO THIS AGREEMENT. IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY LOST REVENUES OR LOST PROFITS, OR ANY SPECIAL, INCIDENTAL, CONSEQUENTIAL OR OTHER DAMAGES OF ANY NATURE WHATSOEVER. THIS DAMAGE EXCLUSION IS INDEPENDENT OF ANY REMEDIES PROVIDED FOR HEREIN. ULTIMATE SOFTWARE HEREBY DISCLAIMS ALL OTHER WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. ULTIMATE SOFTWARE DISCLAIMS ALL WARRANTIES AND RESPONSIBILITY FOR THIRD PARTY SOFTWARE WHICH SHALL BE THE SOLE OBLIGATION OF THE PROVIDER OF THE THIRD PARTY SOFTWARE. NOTWITHSTANDING THE FOREGOING. THE LIMITATIONS AND EXCLUSIONS OF LIABILITY IN THE PRECEDING SENTENCES OF THIS PARAGRAPH SHALL NOT APPLY WITH RESPECT TO DAMAGES INCURRED BY CUSTOMER AS A RESULT OF THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF ULTIMATE SOFTWARE, THE BREACH BY ULTIMATE SOFTWARE OF ITS INDEMNIFICATION OBLIGATIONS UNDER THIS AGREEMENT, THE BREACH BY ULTIMATE SOFTWARE OR ANY OF IT SUBCONTRACTORS OF SECTION 9 ENTITLED "CONFIDENTIAL INFORMATION" RESULTING IN THE UNAUTHORIZED DISCLOSURE OF CUSTOMER'S CONFIDENTIAL INFORMATION, AND/OR A BREACH BY ULTIMATE SOFTWARE OF EXHIBIT H "DATA SECURITY AND PRIVACY" RESULTING IN THE UNAUTHORIZED DISCLOSURE OF CUSTOMER'S CONFIDENTIAL INFORMATION, OR THE VIOLATION BY ULTIMATE SOFTWARE OR ITS SUBCONTRACTORS OF APPLICABLE LAW, RULE OR REGULATION. IN THE EVENT ANY OF THE PROVISIONS OF THIS AGREEMENT FAIL TO COMPLY WITH COLORADO LAW OR THE COLORADO CONSTITUTION. THEN THE COLORADO LAW OR CONSTITUTION SHALL PREVAIL. THE ACTIVATION SERVICES (TIMEFRAME PRIOR TO ANY FUNCTIONALITY GOING LIVE) OR CONSULTING SERVICES (AS DEFINED 1N SECTION F.1. ON PAGE 2) PROVIDED HEREUNDER BY ULTIMATE SOFTWARE WILL BE PERFORMED IN A MANNER CONSISTENT WITH THE STANDARDS AND THE GENERAL CUSTOMS AND PRACTICES OF THE INDUSTRY. CUSTOMER MUST REPORT ANY DEFICIENCIES IN THE ACTIVATION OR CONSULTING SERVICES WITHIN SIXTY (60) DAYS OF THE LATER OF THE COMPLETION OF THE ACTIVATION OR CONSULTING SERVICES OR THE DATE THAT SUCH DEFICIENCIES WERE REASONABLY DISCOVERABLE BY CUSTOMER, IN NO EVENT, HOWEVER EXCEEDING ONE HUNDRED EIGHTY (180) DAYS FROM THE DATE OF COMPLETION OF SUCH ACTIVATION OR CONSULTING SERVICES. 11. Entire Agreement This Agreemeni, represents the entire understanding of the Parties with respect to its subject matter, and supersedes and extinguishes all prior oral or written communications between the Parties about its subject matter. Any Customer order or similar document which may be issued with this Agreement does not modify this Agreement, and in case of conflict, this Agreement shall control. No modification of this Agreement will be effective unless it is in writing. is signed by each Party. In the event that any of the terms of this Agreement is. or becomes, or is declared to be invalid or void by any Court or tribunal of competent jurisdiction, such term or terms shall be null and void and shall be deemed severed from this Agreement and all the remaining terms of this Agreement shall remain in full force and effect. Whenever a Compensated Employee is required to agree or accept, by clicking -through, proceeding with use, or otherwise, any online terms or conditions in relation to their use of or access to the Subscription Offering, such terms or Conditions shall not alter or modify the terms of this Agreement or the Subscription Offering provided hereunder nor shall it create a contractual relationship between Ultimate Software and the Compensated Employee nor eliminate any of the rights of the employees in using the Ultimate Software services or impose any liability. Except for enforcing the terms of this Section 11, the employees are not third party beneficiaries of this Agreement. 12. Publicity Both Parties agree that Customer and Ultimate Software shall be entitled to refer to the existence of this Agreement. and the fact that Customer is a customer of Ultimate Software. 13. Governina Law This Agreement shall be deemed to have been made in and Construed and enforced in accordance with the laws of the State of Colorado and the parties consent to exclusive jurisdiction and exclusive venue of the federal and state courts with jurisdiction in Eagle County, Colorado, for resolution of any and all disputes related in any way to this Agreement. 14. Insurance During the term of this Agreement, Ultimate Software shall maintain insurance coverage rated A "Excellent" by A.M. Best for the following risks in the following minimum amounts: rev 04.2017 Page 10 of 32 Ultimate The Ultimate Software Group,Inc. uD;T%NARF [KMW fldll. SaaS Agreement ■ Comprehensive General Liability Insurance: $2 million aggregate; $1 million per occurrence, including $1 million personal injury. ■ Business Auto: $1 million combined single limit bodily injury and property damage liability including coverage for owned, hired, and non -awned vehicles. ■ Umbrella: $10 million aggregate. $10 million per occurrence. Workers' Compensation: as required by statute. ■ Errors and Omissions (includes Cyber Liability coverage): $10 million aggregate, $10 million per occurrence Ultimate Software shall name the Customer as an additional insured under such policies (except for Workers' Corn pen sation and Errors and Omissions), and shall provide Customer with a certificate evidencing the above insurance coverage. Professional Liability (Errors and Omissions) including Cyber Liability with prior acts coverage for all deliverables, SaaS Services and additional services required hereunder with limits of liability of not less than $3,006,600 per claim and $3,000,000 in the aggregate. The insurance shall provide coverage for (i) liability arising from theft, dissemination and/or use of confidential information stored or transmitted in electronic form; (ii) Network Security Liability arising from unauthorized access to, use of or tampering with computer systems including hacker attacks, Inability of an authorized third party to gain access to your Software or Services including denial of access or Services unless caused by a mechanical or electrical failure; (iii) liability arising from the introduction of a computer virus into, or otherwise causing damage to, County or a third person's computer, computer system, network or similar computer related property and the data. software and programs thereon. ii) Crime Coverage shall include employee dishonesty, forgery or alteration and computer fraud. If Ultimate Software is physically located on Customer premises, third party fidelity coverage extension shall apply. The policy shall include coverage for all directors, officers and employees of Ultimate Software. The bond or policy shall include coverage for extended theft and mysterious disappearance. The bond or policy shall not contain a condition requiring an arrest or conversion. Limits shall be a minimum of $1,000,000 per loss iii) The automobile and commercial general liability coverage shall be endorsed to include Eagle County, its associated or affiliated entities, successors or assigns. its elected officials, employees, agents and volunteers as additional insureds. A certificate of insurance consistent with the foregoing requirements is attached hereto. iv) Ultimate Software's certificates of insurance shall include all sub -contractors, if any as additional insureds under its policies or Ultimate Software shall furnish to Customer separate certificates and endorsements for each sub- contractor. V) Each insurance policy required by the insurance provisions of this Agreement shall provide the required coverage and shall not be suspended, voided or canceled except after thirty (30) days prior written notice to Customer. It any insurance company refuses to provide the required notices, Ultimate Software or its insurance broker shall notify Customer of any cancellation, suspension. or non -renewal of any insurance within seven (7) days of receipt of insurer's notification to that effect. vi) The Parties hereto understand and agree that Customer is relying on, and does not waive or intend to waive by any provision of this Agreement. the monetary limitations or rights, immunities and protections provided by the Colorado Governmental Immunity Act. as from time to time amended, or otherwise available to Customer. its affiliated entities, successors or assigns. its elected officials, employees, agents and volunteers. V11) Ultimate Software is not entitled to workers' compensation benefits except as provided by Ultimate Software, nor to unemployment insurance benefits unless unemployment compensation coverage is provided by Ultimate Software or some other entity, Ultimate Software is obligated to pay all federal and state income tax on any moneys paid pursuant to this Agreement. Ultimate Software is not relieved of any liability or other obligations assumed pursuant to this Agreement by reason of its failure to obtain or maintain insurance or by reason of its failure to procure or maintain insurance in sufficient amounts, durations or types. 15. Notices Notices will be effective when received in writing at the following addresses: The Ultimate Software Group, Inc, 2000 Ultimate Way Weston, FL 33326 Attn: General Counsel Fax (954) 656-1006 Eagle County Eagle, CO Attn: Amanda Bay Email: with a copy to rev 64.2017 Page 11 of 32 Ultimate The Ultimate Software Group, Inc. RE G m u'f SaaS Agreement Eagle County Attorney 500 Broadway Post Office Box 858 Eagle, Co 81631 Telephone: 970-328-8685 Facsimile: 970-328-8699 E -Mail: atty@eaglecounty.us 15. Status of Ultimate Software as Independent Contractor ultimate Software shall devote such time and effort to the performance of the services it deems necessary to satisfactorily complete the services. ultimate Software shall be an independent contractor in the performance of this Agreement and shall not be deemed an employee or agent of Customer for any purpose whatsoever. Neither Party shall have power to act as an agent of the other or bind the other in any respect. 17. Workplace It ultimate Software is requested by Customer to provide services on Customer's premises, Customer agrees to provide ultimate Software personnel a safe workplace whose standards are consistent with that of its own employees. Customer also agrees to provide reasonable access to its key personnel necessary for ultimate Software to perform the services. ultimate Software personnel will observe all safety and other applicable rules in effect at such workplace, provided that reasonable notice of the rules has been supplied to ultimate Software and such personnel. In order to allow ultimate Software to perform its obligations, Customer will be responsible for ensuring that its facilities are accessible and supported during normal business hours. Customer's Equipment is operational for the purposes of meeting the obligations contained within this Agreement, and ultimate Software personnel is provided with Customer workstations that have access to such Equipment. Log -on ID's, disk space, printer access, phones and sufficient work space while performing Activation or Consulting services. For purposes of this Agreement, equipment ("Equipment") shall mean any computer hardware or third party software necessary to properly run the UltiPro Software. 18. Compliance with Laws The parties shall comply with all applicable laws in the performance of their obligations under this Agreement. ultimate Software shall provide written notice to the Customer upon receipt of any electronic discovery, litigation holds, discovery searches and expert testimonies related to the Customer's Data under this contract. or which in any way might reasonably require access to Customer Data, unless prohibited by law or court order from providing such notice. Ultimate Software shall not respond to subpoenas, service of process and other legal requests related to the Customer without first notifying the Customer. unless prohibited by law from providing such notice. 19. Delivery, Testing, and Acceptance ■ Delivery. All software, support and services necessary for Customer's productive use of the Subscription Offering shall be delivered in accordance with the manner and schedule stated in Exhibit F. Each party shall provide the personnel and timely and diligently perform its respective responsibilities to ensure timely delivery. • Testing. Testing of UltiPro Software and all other testable aspects of the Subscription Offering shall be completed by Customer in accordance with the test validation criteria set forth in Exhibit F prior to the First Live Date. • Initial Acceptance. Within ten (10) business days following parallel testing. Customer shall either: {i} accept the UltiPro Software in writing; or, {ii} reject the UltiPro Software, in good faith, and provide ultimate Software with a statement of errors resulting in operation not in conformance with the Test Validation Criteria. Failure by Customer to timely provide the rejection and statement of errors within the five (5) day period provided herein shall be deemed to be acceptance by Customer of the UltiPro Software. Ultimate Software will make best efforts to correct any error and redeliver the affected UltiPro Software to Customer within five (5) business days following such redelivery, retest and accept or reject the redelivered UltiPro Software in accordance with the procedures set forth herein. ■ Final Acceptance. Within ten {18} business days following the First Live Date, which is anticipated to be completed no later than March 1, 2019, Customer shall either: {i} accept the system in writing; or {ii} reject the system and provide ultimate Software with a statement of errors resulting in operation not in conformance with the Test Validation Criteria. Ultimate Software shall make best efforts to correct any error and redeliver the system to Customer within five (5) business days following receipt of the statement of errors. Customer shall, within ten {18} business days of completion of the next payroll cycle following such redelivery, accept or reject the redelivered system in accordance with the procedures set forth herein. Customer shall only be deemed to have finally accepted the system upon written confirmation of such acceptance. 20. Governmental Immunity and Appropriations. rev 64.2017 Page 12 of 32 Ultimate The Ultimate Software Group,Inc. f{D%7dVARF �UpINfL,L. SaaS Agreement No term or condition of this Agreement is intended nor shall be interpreted or construed as a waiver, either express or implied, of the monetary limits, notice requirements, immunities, rights, benefits, defenses, limitations and protections available to Customer under any applicable law, including but not limited to the Colorado Governmental Immunity Act, as currently written or as may be hereafter amended or implemented. Customer is a Colorado public entity and notwithstanding anything to the contrary contained in this Agreement. Customer shall have no obligations under this Agreement after, nor shall any payments be made to Ultimate Software in respect of any period after December 31 of any year, without an appropriation therefor by Customer in accordance with a budget adopted by the Eagle County Board of County Commissioners in compliance with Article 25, title 30 of the Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-141 at. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20). In the event appropriation is not so made. the Agreement shall terminate without either Party being deemed in default, 21. Principal Consultant 1 Assignment of Personnel Ultimate Software acknowledges that Customer has entered into this Agreement upon the particular reputation and expertise of Ultimate Software. Ultimate Software shall use best efforts that all principal consultants assigned to work with Customer will have at least one year of direct experience with the UltiPro Software. In the event Customer is not reasonably satisfied with the personnel assigned by Ultimate Software to provide the services under this Agreement. Customer may notify Ultimate Software of the reason for its non -satisfaction with such personnel and can request a replacement and Ultimate Software shall use best efforts to provide a satistactory replacement to Customer within sixty {60} days of request. Customer acknowledges that exercise of rights under this Paragraph may impact the project timeline, and that Ultimate Software is not responsible for such impact to the project timeline. 22. Miscellaneous Terms. Non -Discrimination and Equal Employment. Ultimate Software will not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin in accordance with applicable laws, rules, or regulations. Ultimate Software shall adhere to legally permissible affirmative action guidelines in selecting employees and shall provide that employees are treated equally during employment, without regard to their race, color, religion, sex or national origin. Such action shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising; layoff or termination, rates of pay or other forms of compensation; and selection for training, including apprenticeship. Ultimate Software agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth its compliance with applicable non-discrimination laws. Conflict of Interest. Ultimate Software acknowledges that it has not employed or retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this contract, and that it has not paid or agreed to pay any company or person, other than bona fide employees working solely for it, any commission, percentage, brokerage fee, gifts, or any other consideration. contingent upon or resulting from the award or making of this contract. Records. Ultimate Software shall maintain all books, documents, papers, records. and other evidence pertaining to costs incurred and work performed for Customer under this Agreement ("Records"). All Records shall be maintained for a period of three (3) years following expiration of the term of this Agreement, and upon request during the term or three (3) years after, Customer may review and audit all such Records, subject to the privacy, confidentiality, and security of Ultimate Software's provider{s} and customers. Survival of Terms. The provisions of this Agreement which by their very nature survive or should survive termination or expiration of this Agreement shall so survive, including Sections 1. 2, 9. 10, 13. 24, and 21 of this Exhibit B. rev 64.2017 Page 13 of 32 Ultimate Nr)FT'%NARF Mpw furl. The Ultimate Software Group, Inc. EXHIBIT C Definitions SaaS Agreement Compensated Employee - persons receiving a check. advice of deposit or otherwise compensated by the Customer using the UltiPro Software. Customer Data - all information, whether in oral or written (including electronic) form, created by or in any way originating with the Customer and all information that was created by or in any way originating with Customer users in the course of using and configuring the services provided under this agreement. Effective Date - the date as denoted on Page 1, Section 3 of the SaaS Model Agreement. LII iPrg C m en salion Man a m n Li ve D - the date the UltiPro Compensation Management application has been configured and is available for Custorner's use. UltiPro Performance Management Live Date - the date the UltiPro Performance Management application has been configured and is available for Customer's use. UltiPro Taken It Acouisition Live Date - the date the UltiPro Talent Acquisition application has been configured and is available for Customer's use. First Live Date - the first date when payroll processing commences for a Compensated Employee to receive a check, advice of deposit or other compensation from the UltiPro Software or the UltiPro Software is used for human resource recordkeeping for an HR Only Employee. HR Only Employees - all persons that do not have a terminated status in the UltiPro Software and are not Compensated Employees. Initial Term - Commences on the Effective Date and continues until thirty-six (36) months Irom the First Live Date. Payment Services - as defined in Exhibit D. SaaS Site - Location for the necessary software and hardware to provide the SaaS Services. Subscription Offering - means the UltiPro Software, support and SaaS Services on a subscription basis. Terminated Web Emoloyoees - persons with a status of lerminated who have access to the UltiPro portal at any time during a month. UltiPro Software - means the UItiPro Software modules and functionality as set forth in Section 4, A. of this Agreement. rev 64.2017 Page 14 of 32 Ultimate NE);71 WARE MURW W. Ultimate Software Responsibilities: The Ultimate Software Group, Inc. Exhibit D Payment Services SaaS Agreement 1.. Prepare, deposit and file Customer's payroll taxes for those federal, state, and local jurisdictions listed by Customer on the Company Tax Verification Report (provided to and filled out by Customer during the payroll implementation process) and any updates provided to Ultimate Software by the Customer. 2. Prepare a quarterly tax statement for each Federal Employer Identification Number (FEIN). This statement will include a summary of tax liabilities reported through❑utthe quarter, account reconciliation, and printed returns filed at quarter end. 3. Answer tax agency correspondence for tax deposits and returns filed by Ultimate Software. 4. File amended returns as required for returns processed by UltiPro Tax Filing Services. 5. Provide W2 agency filings. 6. Investment of Funds Ultimate Software has the obligation to pay Customer's tax liabilities and wage attachments {to the extent that Customer has deposited funds with Ultimate Software}. The funds held by Ultimate Software will be segregated from other funds of Ultimate Software., but may be commingled with funds of other tax filing customers. Ultimate Software will be entitled to receive all net income generated on any funds held pursuant hereto. 7. Wage Attachments Ultimate Software will prepare and deposit Customer's wage attachment liabilities for those federal, state, and local payment processing units and any individual third party to which an employee of Customer owes a debt and has agreed or is compelled by appropriate governmental authority to resolve via attachment of employee's wages. Ultimate Software will make available a report of wage attachment activity to Customer summarizing funds collection and disbursement transactions completed. Ultimate Software is not obligated to commence providing the Payment Services until Ultimate Software has received all information necessary to disburse wage attachment liabilities. Ultimate Software is not responsible for providing additional administrative services, including, but not limited to, agency research, account reconciliation, wage attachment data input and adjustments. Customer is solely responsible for the setup of the wage attachments in the UltiPro software in accordance with the UltiPro online documentation and Ultimate Software is not responsible for same. Ultimate Software is not responsible for any pre-existing errors or similar matters arising prior to commencement of these services by Ultimate Software or for any errors that may occur in the event the Customer fails to provide Ultimate Software with all necessary, complete, and accurate information. a. Check Printing Ultimate Software will print checks, and if the option pursuant to this Agreement is selected. direct deposit advices for Customer based on the information from each completed payroll as set forth in the Data Remittance section below. Ultimate Software shall be responsible for providing printed checks and optional direct deposit advices to the commercial overnight carrier provided by Customer. Ultimate Software shall have the right to subcontract some or all of the Payment Services to an individual or entity located inside the United States. No subcontracting shall release Ultimate Software from its responsibility for its obligations under this Payment Services Exhibit, Ultimate Software shall enter into confidentiality agreements with any such Subcontractor with provisions at least as restrictive as the confidentiality provisions between Ultimate Software and Customer, 9. Reporting for Cash Collection One (1 ) business day prior to the applicable check date. Ultimate Software shall make available payment service data to Customer which is applicable to any given payroll closed within the defined parameters as set forth herein, to allow Customer to generate reports based on such data at the open of normal business hours. 13. Data Retention Customer agrees that Ultimate Software may retain Customer Data (pursuant to Payment Services) subsequent to the date of termination of this Agreement for a term not to exceed four (4) years from the date of termination. subject to the confidentiality obligations herein. Any sections of this Agreement which expressly survive termination of this Agreement, or which, by their nature, should reasonably survive termination of this Agreement, shall survive. rev 64.2017 Page 15 of 32 Ultimate The Ultimate Software Group,Inc. 1 r--;,VVARF VWpIN'LML. SaaS Agreement Customer Responsibilities: 1. Data remittance Customer will complete its payroll before 12:00 noon (Customer's local time), no less than two (2) business days prior to the applicable check date{s}. Customer acknowledges that the data and all information from the completed payroll from UltiPro software will be the basis for the Payment Services as provided for herein. Customer acknowledges and agrees that Ultimate Software will conduct an internal electronic audit of Customer's masterfile{s} datastore in order to review and export data, on an as needed basis, in order to prepare quarterly or annual tax filings for Customer. 2. Funds collection One (1) business days prior to the payroll check date{s} for tax liabilities not requiring a "next day" payment date, Ultimate Software will initiate an automated clearing house ("ACH") debit from the Customer's designated bank account for the total tax liabilities and wage attachments associated with the given pay period. For any tax liability within a given pay period requiring a "next day" payment, Ultimate Software will initiate a reverse wire from the Customer's designated bank account for the total tax liabilities associated with the Customer's payroll. At the times specified above, Ultimate Software will collect funds to cover the total payroll tax liability (to include any applicable penalties and interest, etc.) of Customer. Ultimate Software will direct the Iransfer of funds from Customer's designated bank account to Ultimate Software's account by electronic funds transfer. Customer agrees to maintain good and sufficient collected funds in the Customer's designated bank account to cover all funding transactions to be made under this Payment Services Exhibit. In the event Customer fails to maintain such good and sufficient collected funds. Ultimate Software may terminate performance of the Payment Services only upon notice to Customer and charge Customer for any applicable fees, penalties, and interest. 3. Record of Tax Disbursement and Wade Attachments Ultimate Software will not be liable for any invalidity or inaccuracy caused by Customer unless Customer so notified Ultimate Software within one (1 ) business day of Customer's completion of payroll for the applicable check date or within ten (10) days of quarterly records from Ultimate Software. Upon Ultimate Software making available to Customer any and all records of tax disbursements prepared and wage attachments by Ultimate Software pursuant to this Payment Services Exhibit, Customer will examine all records for validity and accuracy according to Customer's records. Customer will immediately notify Ultimate Software of any inaccuracies or Inconsistencies. The specific record retention schedules established by governmental enlities applicable to Customer are the responsibility of Customer and are not the responsibility of Ultimate Software or the services being provided under this Agreement, Ultimate Software has no responsibility or liability for maintaining or retaining said records for Customer. Customer agrees to timely execute any and all documents presented by Ultimate Software in order to effectuate carrying out the Payment Services. Ultimate Software, in its discretion, may terminate the Payment Services only in the event Customer fails to execute such documents when requested by Ultimate Software. Customer agrees that it will timely respond to any and all requests made by Ultimate Software. Ultimate Software may amend or update the terms of this Payment Services Exhibit only as reasonably determined by Ultimate Software or as mandated by any governmental agency or taxing authority provided same does not adversely impact Customer's normal business operations and in such an event, then Customer shall have the option to reject this change, in good faith, within thirty (30) days of receipt of notice of such change by providing written notice to Ultimate Software. Upon such rejection, Ultimate Software shall have the option to not make said change or terminate this Payment Services Exhibit only, Customer agrees to cooperate and diligently perform its responsibilities as set forth in this Payment Services Exhibit and acknowledges that failure to do so may result in additional fees or costs to Customer, Ultimate Software shall provide Customer with ten (10) days advanced written notice of its intent to charge such additional fees and/or costs, and Customer shall have the opportunity to cure same during such ten (10) day period. 4. Tax Information Acknowledgment: As required by the Internal Revenue Service, the following information must be disclosed to taxpayers that utilize a third party to perform tax filing services on its behalf: Customer acknowledges that it is responsible for the timely filing of employment tax returns and the timely payment of employment taxes for its employees, notwithstanding. that Customer has authorized Ultimate Software to file the returns and make the payments on its behalf. The Internal Revenue Service recommends enrollment in the U.S. Treasury Department's Electronic Federal Tax Payment System (EFTPS) to monitor your account and ensure that timely tax payments are being made. Enrollment in the EFTPS may be done online at www.eftps.gov, or call (800) 555,4477 for an enrollment form. State tax authorities generally offer similar means to verify tax payments. Contact the appropriate state offices directly for details. rev 64.2017 Page 16 of 32 Ultimate The Ultimate Software Group,Inc. ❑FTNtAl7E 4'eUo W. SaaS Agreement ArA garviras ACA Toolkit - Included for all customers at no additional cost: • Eligibility'lookback' calculations based upon payrolls processed using the UltiPro Software. • Enrollment based on eligibility ■ Post exchange notices to employee document area • Obtain and track employee consent to view 1095-C forms electronically ■ Generate completed 1094-C and 1095-C forms ■ Import template for 1095-C data (if not available in UltiPro) • Generate required 1095 -Cs for those who are not active employees (i.e., COBRA, retirees) • Download 1095-C via employee self service • Generate electronic file in IRS approved format • Self Service printing and distribution of 1095-C forms • Self Service electronic filing to the IRS • Comprehensive reporting and access to data about eligibility. penalty exposure, and offer of coverage • Option for Customer to provide 1095-C forms in electronic format or by paper delivery to its employees Data remittance Customer will provide the required ACA data need for 1094-C and 1495-C forms to Ultimate Software pursuant to the AGA standard guidelines. Customer acknowledges that the ACA data and all ACA information from the UltiPro software will be the basis for the services as provided for herein. ACA Dislribution Services ■ Includes all items listed in AGA Toolkit ■ Printing 1095-C forms and mailing them to customers' employees—Customer is responsible for the cost of shipping and handling • Electronic filing of 1494-C and 1095-C forms to the IRS on Customer's behalf Assumptions: ■ Data included in the healthcare measurement periods for the eligibility "lookback" calculations will begin with the first payroll processed in UltiPro. Data converted from legacy systems is not available for eligibility "lookback" purposes. • Prior to performing the AGA Services, Customer must provide Ultimate Software all required AGA data required for 1094-C and 1095-G forms and such data must be entered into and validated within the UltiPro Software.. ■ Ultimate Software will not be liable for any invalidity or inaccuracy caused by Customer unless Customer so notified Ultimate Software within three (3) business day of Ultimate Software making available to Customer any and all AGA regulatory forms and filings Customer will examine them for their validity and accuracy according to Customer's records. Customer will immediately notify Ultimate Software of any inaccuracies. e Customer is responsible for all shipping charges, whether billed by Ultimate Software as a pass through expense or direct billed to Customer via its own carrier. Customer shall have the option to use their own Federal Express or United Parcel Services account number. ■ Customer agrees that it will timely respond to any and all requests made by Ultimate Software, Ultimate Software may amend or update the terms of this Exhibit for ACA Services as reasonably determined by Ultimate Software. To the extent practical, Ultimate Software shall provide Customer with thirty (30) days advanced written notice of any such change. ■ The specific record retention schedules established by governmental entities applicable to Customer are the responsibility of Customer and are not affected by the Agreement or this Exhibit. Ultimate Software has no responsibility or liability for maintaining or retaining said records for Customer. ■ Customer agrees to timely execute any and all required documents presented by Ultimate Software in order to effectuate carrying out the AGA Services. Ultimate Software in its discretion may terminate the ACA Services in the event Customer fails to execute such when requested by Ultimate Software. rev 64.2017 Page 17 of 32 Ultimate The Ultimate Software Group,Inc. ND:�WARE MURW W. SaaS Agreement Exhibit E UltiPro Single Shan On (SSO) Services Description of Services: This service will provide the ability to leverage Customer's corporate Active Directory domain credentials or other user store to access the UltiPro Web portal in conjunction with a third party identity management provider's single sign -on solution. Ultimate Software provides Web single sign -an technologies to authenticate a user to multiple Web applications over a single online session by securely sharing a digital identity across security and enterprise boundaries for customers choosing to leverage SAML 2.0 based authentication solutions. The SSO solution helps administrators manage federated identity management challenges by making it possible to securely share use's identity information via federation trusts over the Internet. This service shall be provided by Customer or by a third party pursuant to an agreement entered into between Customer and the third party. The Customer and/or the third party shall be solely responsible for any such services, software, products. and performance, and Customer agrees that Ultimate Software has no responsibility for the services, software, products, or performance, provided by Customer or such third party. Ultimate Software Responsibilities: • Maintain, monitor and administer Ultimate Software's SSO infrastructure. ■ Upgrade the SSO infrastructure as needed to stay current with Microsoft releases ■ Set up, configure and maintain SSO trust policies and certificates ■ Provide secure user access to Ultimate Software hosted applications. Customer Responsibilities: • Purchase, maintain, monitor, administer. and support any hardware. software. and/or third party relationship necessary to maintaining a SAML 2,0 identity provider. ■ Configure all necessary ports and firewall rules at Customer site to allow communication to Ultimate Software. • Purchase and maintain the necessary certificates or Customer must independently contract with an Identity management provider who will maintain on Customer's behalf, ■ Maintain and administer local users (Customer credentials) in Active Directory other user store, ■ Identify which of the fallowing 3 scenarios will be implemented: Login to Customer network with Customer credentials and then open Ulti Pro in a browser without being re - challenged. Login to Customer network with Customer credentials and then open Ulti Pro in a browser and be re,challengedto enter your Customer credentials again. Open UIli Pro in a browser directly from home or from a machine that Is not lagged into Customer domain and enter your Customer credentials again to access UIli Pro. rev 04.2617 Page 1 B of 32 Ultimate The Ultimate Software Group,Inc. fiCyFi+NARI: Mofa,, SaaS Agreement Exhibit F LIMPro Activation and Deployment Overview Welcome to Ultimate Software Thank you for selecting Ultimate Software as your human capital management {HGM} partner. We are excited to have the opportunity to work with you and your project team to implement your UltiPro solution. At Ultimate. we take pride in our company, culture, solutions, and the services we deliver to our customers. We have an unwavering commitment to excellence that will ensure a successful deployment and continued support of the UltiPro solutions your organization has chosen to take advantage of. By selecting UltiPro, you have chosen an award winning HGM solution. Now, we are excited to show you why we are the best service team in the industry.. The UltiPro service team has completed hundreds of successful deployments. Our project successes are credited to Ultimate's proven activation and deployment methodology and our disciplined approach to project execution. As you read this document and participate in your UltiPro deployment, you will learn that we have assembled industry accepted tools and techniques to create a proven and effective activation methodology. Using best practices and our proprietary activation methodology, we are able to ensure a successful deployment and enable the fastest return on your investment In UltiPro. Once again, thank you and welcome' We are looking forward to a long and successful partnership. About this Guide The purpose of this document is to provide you with an overview of the activation methodology Ultimate Software uses to deploy UltiPro. An activation methodology is a collection of best practices. policies, procedures, tools, and templates used to implement products and services. The activation and deployment methodology described in this document is based on methodology that is generally accepted by HGM and project management experts. Additionally, this guide can also be used as a training tool for your project team. At a mutually agreeable date by both Customer and Ultimate Software. the parties shall hold an activation review meeting during the prototype phase at Customer's site. rev 04.2017 Page 19 of 32 Ultimate The Ultimate Software Group,Inc. NDFT'WARE �%UO W SaaS Agreement Introduction to UItiPro Activation Services Deployment Strategy The deployment of a human capital management software solution is a complex endeavor that must be guided by strategic objectives. Ultimate's activation and deployment strategy is designed to reduce overall project complexity and ensure our customers achieve the following common goals: • Realize a rapid return on investment • Provide a lower total cost of ownership • Deliver sophisticated solutions to small and mid -market organizations • Enable Employee and Manager Self -Service and self -configuration • Command a high user adoption rate across the solution To achieve the goals listed above, we have engineered a best practice product deployment schedule and a software configuration sequence for each product. The product deployment schedule depicts the best practice sequence and duration to deliver each product that can be purchased from Ultimate Software. This sequence and durations can be tailored to meet your specific business needs. The best practice product deployment schedule is as follows: • Core UltiPro HR/Payroll • Time Management • Life Events • Recruiting • Onboarding • Performance Managemenl • Career Development • Benefits Open Enrollment • Compensation Management contract date + 16 weeks contract date + 16 weeks First Live Date • 2 weeks First Live Date + 2 weeks First Live Date + 2 weeks First Live Date + 4 weeks First Live Date + 4 weeks seasonal seasonal The software configuration sequence for each solution details logical segments of full functioning software [hat supports your business processes. Each segment is referred to as configuration iteration. Each iteration consists of the following steps: • Collecting and profiling relevant data elements • Analyzing the data elements • Configuring features and functions • Unit testing Each iteration is segmented in to a manageable but meaningful set of features. For example, your first deployment iteration consists of the project team configuring all required components to calculate a gross hours to net paycheck for all employees. All iterations are easily recognized by human resource and payroll professionals. For clarification, please refer to the figure on the next page. It shows a sample of the overall product deployment schedule, product offering, and configuration iterations. rev 04.2617 Page 20 of 32 Ultimate SOFTWARF IsauWim rust. The Ultimate Software Group, Inc. SaaS Agreement Product Deployment Schedule: Weeks 1.15 Week 16 Week 37 Week la Week 19 Week 20 LCore HRIPavroll UltiPro Time Management Rpnpfit Life Recruiting onboardine Performance Management 5taccession Management Career Development Deploying UltiPro in this iterative and incremental manner minimizes the amount of change introduced to your technical systems and business processes at points in time, therefore reducing your change management risk exposure. This approach also allows your project team and end users to understand and effectively use one component before introducing the next component. The initial UItiPro deployment will focus on transferring your existing products, features. processes, and data in place with your legacy provider's system to UltiPro. These components are typically payroll processing centric (and if applicable, time and attendance). Upon request, however, the scope of the initial deployment can be extended to include human resources data elements. Once the activation team has migrated your legacy provider's components to UltiPro (i.e. master employee records and initial opening balances (if applicable)} , the team will continue to optimize the solution by adding new products, features, and data in order to the complete the solution. Components that should be considered for subsequent deployments include Recruiting, Onboarding, Performance Management, Career Development, Advanced Employee and Manager Self -Service, Platform Configuration, additional employee data conversion items that are not stored in your legacy system. Benefits Open Enrollment. Benefit Life Events Enrollment and Compensation Management. Ultimate will partner with you to develop the right product deployment sequence for your organization. The UltiPro Activation methodology is composed of business methods, tools, processes, best practices, policies and standards. This document does not detail the entire methodology but does, however, provide a comprehensive overview of the following key components: Project Management Processes, Project Team Composition, Deployment Life Cycle, Iterative Configuration, Training and Knowledge Transfer. All of these items are co-dependent; therefore, a change to one of these items will result in a change to all items. Ultimate Software provides general project oversight for the duration of the project through a Project Manager. Your Project Manager will partner with your project lead to manage these types of changes and the overall project risk. rev 04.2017 Page 21 of 32 Ultimate The Ultimate Software Group,Inc. SOFTWARE Peuo %6 SaaS Agreement Training and Kna\ovIedge Transfer Project Management Processes IPrc)1ect Tearn Cc) rnpc)siticvn Prvje�t Pr�b�e55�5 Iterative 1Canfrgurat1C)" Deptc)yment Lifecycle Defining the scope is the process of reviewing all contract documents and confirming deliverables the project team will complete. The scope is defined during the analysis of your business requirements in the planning phase. This is a project initiation activity. Planning for resources is the process of assembling the project team. It is imperative that the proper resources with the right skills are available for specific tasks when needed. The resource plan is a combination of the roles and responsibilities detailed in the kick off presentation and the milestone schedule. This is a project initiation activity. Developing the project schedule is the process of creating a list of tasks and placing them in sequence with due dates. The project schedule also includes identifying critical tasks and milestones so the project team knows where to focus their efforts and can track their progress. The project schedule is documented in the online Customer Success Portal. This is a project execution activity. Creating and maintaining an action log is the process of creating then maintaining a list of open action items that have been identified but not resolved. An Action Log is maintained during the project. This is a project execution activity. Facilitating status meetings is the process of scheduling and executing recurring team meetings to review the project schedule, action log, and project risks. The purpose of the meeting is to present an overall status to the team. This process does not include working sessions to address open items. Working sessions to resolve items will be scheduled outside of the status meetings. This is a project control activity. Conducting quality assurance tests is the process where project team members execute test plans against your configuration to verify that all components execute and record transactions successfully. Quality assurance tests include unit testing, system testing, and user acceptance testing. This is a project control activity. Managing change is the process of identifying. approving, and authorizing new scope to the existing project once the product deployment schedule has been agreed to and documented. A change must be material to invoke the change control process. All immaterial changes will be managed through the action log. This is a project control activity. Closing the project is the process of confirming that all protect deliverables have been delivered and accepted by an authorized team member. It also includes a lessons learned session that is optional for project team members to attend, but critical for Ultimate Software so that we may work even better on future projects. This is a project close activity. rev 04.2617 Page 22 ❑1 32 Ultimate The Ultimate Software GInc. ursFzwal7l Group, MOfa,, SaaS Agreement Deployment Lifecycle The deployment lifecycle provides a road map that generally describes how the project will progress from the start to finish.. The project team follows this roadmap to transition your existing HCM functions from your legacy provider to UltiPro. It also includes details about the iterative progressions of design, configure, test and deploy. The deployment lifecycle description provides you and your team with enough information to estimate your team's level of effort and time required throughout the project. Plan This project phase is designed to introduce all project team members to the project and its scope. It is also intended to establish general work agreements that are acceptable to all project team members. prototype This phase is designed to profile your configuration through review of existing reports, analyze requirements to develop a solution design, and configure the solution. This is inclusive of all UltiPro solutions intended to be deployed on your first live date. This phase will also provide unit testing to ensure that each iteration delivers a fully configured component of the system. validate Deploy This phase is designed to migrate employee data into Ultipro and provide comprehensive testing for all components that will be deployed on First Live Date. This phase is designed to finalize configuration and data in order to execute a first live payroll process - Optimize This phase is designed to implement additional products and services purchased but deterred to a later deployment date. Execution during this phase is critical in achieving the full value from the unified solution. Layering in additional features, functions, and products on lop of your core UltiPro solution produces the highest efficiency yields and the largest return on your investment. rev 64.2017 Page 23 of 32 UltimateThe Ultimate Software Grou Inc. p' pleupie;"L SaaS Agreement The following figure depicts the high-level deployment lifecycle: Project Team Composition The project team is assembled using team members from your company and Ultimate Software or an Ultimate Software Certified Partner. Ultimate Software uses employee resources for the majority of the activations performed. Ultimate Software may use Certified Partners to assist in the performance of activation or consulting services under this Agreement. Customer hereby authorizes access by such third party to the Customer information necessary to perform such services. This may include access to Customer's Confidential Information. Ultimate Software agrees to notify Customer of any Certified Partner being used and Customer shall have the right to decline the usage of a Certified Partner. All Certified Partners are subject to the confidentiality and security provisions of this Agreement and Ultimate Software will be responsible for the actions of its Certified Partners. The project team shall exist for the duration of the project. Prior to the end of the project, an ongoing support team will also be introduced. All project tasks are completed through our virtual (offsite) deployment model. All activation and deployment resources are available virtually. Additionally, your team is not required to travel to Ultimate Software for any part of the activation process. Unless otherwise agreed to in an authorized work order, Ultimate Software's team members will not travel to your locations to complete the project. If onsite work is preferred or required, please discuss this exception with the Ultimate Software Regional Manager. We have consulting service solutions that are not included with the infrastructure and activation fee, but can be purchased as a value added service. The overall project coordination effort will be facilitated by the Project Manager and your project leader. Project Managers are ultimately responsible for project deliverables and the timeliness of these deliverables. They will also facilitate the change control process and engage executive leadership from our respective organizations as needed. The Project Manager will work with your project leader to provide project leadership to your team members. rev 64.2017 Page 24 of 32 Ultimate The Ultimate Software Group, Inc. SaaS Agreement The Ultimate Software project team is comprised of experienced industry experts specializing in specific areas of the activation project. The team rales and key responsibilities are listed below: Ultipro Yearn Rewu rce Regional Manager Project Manager 5ystem Consultant Time Management Consultant rev 64.2017 • Ultimate • Gains project project project • Develops • Mitigates status • Serves as related needed Key RewnsibiIities 0- L� Software Project Sponsor commitment for all project resources • Responsi bi e f or achi evi ng objectives by coordinating with all resources on the timely completion of tasks and manages project schedule project risks • Communicates overall project and provides project reporting initial point of escalation for all project issues and coordinates activities for resolution • Primary Ultimate Software resource and functional expert • Your day-to-day point of contact for all UltiPro Core HR/Payroll related service requests • Completes Core HR/Payroll software configuration life cycle per the UltiPro Activation methodology • Primary point of contact for all UTM application -related service requests • Completes UTM software configuration life cycle per Activation methodology Page 25 of 32 Ultimate The Ultimate Software Group, Inc. SaaS Agreement • Technical Consultant Responsible for successful migration of all active employee indicative data into UltiPro from current system of record. • Responsible for integration file creation and delivery integration Analyst o Works together with 3rd party venders to determine requirements for file automation; initiates and manages the setup of data exchange services Iterative Software Configuration As previously described, the UltiPro Services team uses a modified agile software configuration approach. By definition this approach is iterative in nature. The process begins with your strategic goals, our best practice product deployment schedule, our product configuration sequence, and your existing system's configuration profile as a baseline. Doing so provides the project team with a tremendous amount of insight to your software requirements. It also creates momentum on the project and ensures that our incremental approach allows the project team to be mindful of the long term goals of the solution. As described above, each configuration iteration provides a full -functioning UltiPro component. These components serve as a prototype that the project team can perform unit tests on and approve for production. We believe that the use of prototypes during configuration is the best way to ensure that we can meet your requirements with the least amount of resource investment and rework from both of our teams. To arrive at each prototype, we will begin by profiling your requirements by reviewing reports and documentation that you can provide to us that describes how you use that component. For example, payroll registers offer us a tremendous amount of insight in to how your payroll system is currently configured. From this we can determine which earning codes, deduction codes, locations, and taxes code that need to be configured along with several attributes of these codes. Once we have profiled the component. we will analyze the data provided to offer advice and suggestions on how to best configure these components within UNPro. Once we have agreed upon: a design, your consultants will configure a prototype for acceptance. At the core of our iterative software configuration is our desire to collaborate with you and to provide you with a hands-on approach to configure the solution. We believe that this method will produce a product that is more closely aligned with your business process, will be higher in quality, and will enable your team to learn your UltiPro solutions as we configure them. rev 64.2017 Page 26 of 32 Ultimate The Ultimate Software Group,Inc. s❑rT.W.ARE SaaS Agreement Training and Knowledge Transfer We believe that effective training and knowledge transfer are the keys to high user adoption rates. Not having your team effectively trained can quickly erode any benefits received from the solution. Training that results in self-sufficient administrators, managers, and employees increases the efficiency of the solution and your business processes, Our training portfolio includes Web -based instructor led training and online tutorials. You can register for virtual instructor led training through UltiUniversity. These classes are scheduled regularly and are best attended from the trainees work location. The online tutorials can be viewed at any time by the trainee through the product itself. These online tutorials can be played and replayed as often as the trainee desires at no additional cost. All courses are role specific and have a practical application for each role. Ultimate Software's training model includes a role -based learning plan for you. Each role within your organization has a specific set of courses required at specific points in the activation process. Having role -based training classes ensures your team members are trained on the processes they will use in their day -today interactions with the system. Timing this training is key. We aim to provide the training with as little time between training delivery date and system usage as possible. This ensures your users have an opportunity to reinforce the training through real-life application before they begin to lose the skills gained in training. rev 64.2017 Page 27 of 32 Ultimate $QF+WAR E Ploupl m4i. The Ultimate Software Group, Inc. Exhibit G Eagle County Request far Proposai SaaS Agreement rev D4.2017 Page 28 of 32 FxhibiE G- Page I ult . ipro by ULTIMATE SOFTWARE Request For Proposal Completed For: {_rill101"k-ed L1V ; Fig --d i+�� b, tjo51+Aft—e-e, titin+kkjo;nnpit Ntahagttl Lllorna!p 5of'wara ddv,s�3ul�maesaftw6cL. ec rn VwW,I31t11T1-W'SO(tF"'r CLIT11 This document and the responses provided contain information and statements based on Facts and information provided to Ultimate Software and as those facts and information are understood by Ultimate Software at the time of submission of the response to the RFP. The response is subject to change based on product or service enhancements or additions, discontinuation of product modules or services or other changes to products or services offered by Ultimate Software. Any statement regarding future actions, services or products of Ultimate Software is subject to change without notice. All responses are based on our total solution offering and may not be accurate if all or some components are not purchased. Exh ib d G - P age 1. PROPOSAL FORM TO: Eagle County, Colorado 500 Broadway Post Office Box 850 Eagle, CO 81631 Re; Human Resource Management Software System, Eagle County, Colorado The undersigned, having examined the Instructions to Proposers and any and all documents related to the above referenced RFP: (a) agree to comply with all conditions, requirements, and instructions of the Request for Proposal as stated or implied therein; (b) Acknowledges the right of Eagle County, Colorado in its sole discretion to reject any or all proposals submitted, acid that an award may be made to a proposer even though not the lowest cost; (c) Acknowledges and agrees that the discretion of Eagle County, Colorado in selection of the successful proposers shall be final, not subject to review or attack; and (d) Acknowledges that this proposal is made with full knowledge of the foregoing and fuII agreement thereto. By submission of this proposal, and signature below, the respondent acknowledges that he has the authority to sign this Proposal Form and bind the company named below. The proposer further acknowledges that Eagle County. Colorado has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the proposal and related documents, and authorizes release to Eagle County of any and all information sought in such inquiry or investigation, Company Name: Ultimate Software Title of Proposer; Chris Phenicie, Chief Sales ❑ffieer — Midmarket J � � Signature of Proposer -j` Exhibi G - Page 3 2. Vendor Contact Information a. Company Name, Address, Phone Number and Contact Information. The Ultimate Software Group, Inc. 2000 Ultimate Way Weston, Florida 33326 b. Name of contact person(s) for contract administration and technical liaison Fred Davis, Business Development Manager 720-638-6909 c. Indicate your company's hours of business, off --hours contact and availability. 6:30am to 1:30am ET, with additional Rapid Response support 2417. Exhibit G - Page 4 3. Vendor Company Information a. Describe your company's corporate structure, e.g. public, private, governance, etc. Public (NASDAQ: ULTI) b. How long has your company been providing HRMS solutions for employers? UltiPro is a proven product with a long history. Ultimate introduced its HR/payroll solution in 1993, its first Web solution in 1996, has invested in many significant enhancements over the years, and continues to do so. c. How many employees in your company are: Full-time? Part-time? Contract? Full-time: Approximately 2,755 Part-time: Approximately 55 Contract: Approximately 70 d. What is your company's annual sales revenue and net income [loss) for the past 5 years? Ultimate Software has been generating revenue since prior to going public in 1998. Ultimate's revenues were $269.1 million in 2011, $332.2 million in 2012, $410.4 million in 2013, $505.9 million in 2014, and $61 S.1 million in 2015. e. What percentage of each year's sales revenue comes from customers using the solution proposed in this response? Ultimate Software derives 100% of its revenues from the sale, service, and maintenance of UltiPro. f. For the past 5 years what percentage of your company's revenue has been invested in Research and Development (R&D) for the solution proposed in your response? Ultimate Software has a consistent record of investing heavily in research and development. Ultimate has invested approximately 20% of total revenues into research and development activities to enhance existing products and develop new solutions. g. Describe your target customer market for the solution you propose. Ultimate markets UltiPro to companies of nearly all sizes in all industries because all organizations need high -functioning HR, payroll and talent management solutions. Ultimate's main focus is on developing leading HR, payroll, and talent management solutions. The strategy is to deliver deep, cross -industry and often industry -specific functionality for HR, payroll and talent management and bundle it all in one convenient package for all customers without unique marketing packages that carry unique, costlier price tags. h. How long has the HR 1 Payroll system version you are proposing been released (years 1 months)? UltiPro is a proven product with a long history. Ultimate introduced its HR/payroll solution in 1993, its first Web solution in 1996, has invested in many significant enhancements over the years, and continues to do SO. Exhibi G - Page 5 i. How many customers do you have using the HR 1 Payroll solution proposed in your response? Ultimate Software currently serves more than 3,400 customers representing more than 30 million employee records. j. Have you implemented the proposed solution for any Colorado public sector clients? If yes, please provide a list of your Colorado implementations. Ultimate Software has approximately 120 governmental customers or customers with governmental contracts. In addition, several of the 102 social service/non-profit customers fall into governmental support agencies or customers with governmental contracts. Ultimate Software has 10 governmental city/county customers in the public administration industry and 10 customers who fall under social services/non-profits in county governmental programs. Exhibit G - Page 6 4. Qualifications Provide a maximum three -paragraph description for each item listed below. This information is intended to be a general overview. You should highlight qualifications of your company, years in business and the reasons your product, services and company are best suited to meet the Eagle County requirements. • Company Ultimate is a leading provider of cloud -based human capital management (HCM) solutions, with more than 33 million people records in the cloud. Ultimate's award-winning UltiPro delivers HR, payroll, talent, and time and labor management solutions that connect people with the information they need to work more effectively. Founded in 1990, Ultimate is headquartered in Weston, Florida, and employs more than 3,700 professionals. In 2017, Fortune ranked Ultimate # 1 on its list of the 10 Best Workplaces in Technology, Ultimate's second year to top this list, and Brandon Hall Group honored Ultimate with a Gold Award in Technology. In 2016, Fortune ranked Ultimate #15 on its 100 Best Companies to Work For list, the fifth consecutive year to be ranked in the top 25. Ultimate was also ranked #1 on Glassdoor's list of 25 Highest -Rated Public Cloud Computing Companies to Work For, #8 m Forbes' list of the 100 Most Innovative Growth Companies, and ranked #1 in customer satisfaction in G2 Crowd's Sumner 2016 Core HR Software Grid report, based on user reviews. Ultimate has approximately 3,700 customers with employees in 160 countries, including Bloomin' Brands, Culligan International, Feeding America, Major League Baseball, Red Roof Inn, SUBWAY, Texas Roadhouse, and Yamaha Corporation of America. More information m Ultimate's products and services for people management can be found at www.ultimatesoftware.com. • Historical Background Headquartered in Weston, Florida, Ultimate Software is a leading provider of end-to-end, strategic human resources, payroll, and talent management solutions for organizations of all sizes. The Company offers its award-winning UltiPro human capital management (HCM) solution through a Software -as -a - Service (SaaS) delivery model. Ultimate was founded in 1990 and introduced its UltiPro solution in 1993. The Company went public (NASDAQ: ULTI) in June of 1998 and has a record of solid financial performance. In fact, Ultimate has increased revenues from $17.6 million in 1997 to $618.1 million in 2015. Since its inception, Ultimate Software's goal was product excellence — the "ultimate software" for human resource and payroll professionals. The vision was to deliver the greatest total value over the lifecycle of the HR and payroll software solution while at the same time providing business benefits previously enjoyed only by large corporation. The Company's exclusive focus on HR, payroll, benefits, and talent management has resulted in solutions characterized by ease of use, robust built-in functionality, superior technology, and rapid implementation — with a quantifiable return on investment for the greatest total business value. Our focus on excellence for the past 26 years has earned Ultimate a solid reputation, a history of long-term relationships, and an industry-leading 97% annual retention rate of customers who implement UltiPro through SaaS. • Financial Status Ultimate Software has been generating revenue since prior to going public in 1998. Ultimate's revenues were $410.4 million in 2013, $505.9 million in 2014, and $618.1 million in 2015. Exhibit G - Page 7 5. Staff Qualifications Describe the qualifications and experience of the staff who would be assigned to the Eagle County's implementation. Provide an electronic copy of resumes for any potential project managers and technical leads. Ultimate Software's award-winning culture allows us to hire the best of the best. Your assigned project team will have extensive U1tiPro and industry experience, many of them carrying industry certifications. During the activation process the System Consultant will be your main point of contract and will work very closely with a Project Manager to ensure success with the activation. Your project team will be assigned once the activation begins. Exhibit G - Page 8 6. Detailed Project Schedule Provide a detailed project schedule, with major deliverables, and overall implementation timeline, including but not limitedto: a. Project plan and schedule with critical path identified b. Resource allocations c. Solution acceptance criteria d. Product installation e. Training f. Data conversion - historical and current systemdata g. Add-ons or customizations h. Interfaces i. User and parallel system acceptance certification j. Final production cutover Please see attached U1tiPro Sample Activation Schedule. Exhibit G - Page 9 7. Implementation availability a. Provide the time of the year that you feel it would be in Eagle County's best interest to go live with anew Human Resource/ Payroll solution. b. Provide the available time slots you have available to start the implementation project. January 2018 is a viable option for going live. Available time slots can be discussed upon contract negotiations. Exhibit G - Page 10 S. Detailed Cost Schedules Provide detailed, itemized unit and total costs for each component and service proposed, indicating as appropriate optional and required components and services, including: a. Recommended hardware specifications (if any), itemized. b. Recommended software subscription fees, itemized, to meet Eagle County's requirements and including any 3rd party software license fees. c. Where appropriate, please provide any tiered costing alternatives, e.g. per transaction, per employee, per class, etc. d. Project management, e.g. hourly, monthly or fixed rate, numberof estimated hours /months to complete project. e. Data conversion, e.g. hourly, monthly or fixed rate, number of estimated hours 1 months to complete project. f. Software development services, e.g. hourly, monthly or fixed rate, number of estimated hours 1 months to complete project. g. On-site training, e.g. hourly or class rate, number of estimated hours to complete project, recommended class size. h. Provide a 3 -year post -implementation cost schedule for support, maintenance and upgrades (including any 3rd party licensingfees). Please see the attached Pricing document. Ultimate Software charges a Per Employee Per Month subscription fee. Payroll is a required component and any add on components can be discussed. Exhibit G - Page 11 9. Electronic Timekeeping Device(s) Recommendation & Cost Please provide a list of all possible timekeeping devices/ methods, itemized unit cost information and a 3 -year past -implementation cost schedule for support, maintenance and upgrades (including any 3rd party licensing fees). Include your product recommendation(s). Please see the attached U1tiPro Time Solutions Product Profile. Pricing can be provided depending on devices chosen. Exhibit G - Page 12 1O.Customization While it is Eagle County's intention to avoid customization of software, please describe your process for defining specifications and for pricing customization work orders – both during implementation and as a post - implementation support change request. Please also provide your current pricing / rate structure for custom development. UltiPro enables you to easily tailor the solution to meet your business needs, and then create and maintain these configurations on your own, without any programming knowledge —eliminating the need for technical intervention or costly customization projects. All of these configurations are data -driven and preserved in the database through the upgrade process. Some of the U1tiPro's configurable features are described below. UltiPro Platform Configurability - With U1tiPro's platform -level configurability, non-technical users can tailor the solution to support their specific requirements via a simple and intuitive interface. This includes the ability to: • Configure core fields • Add an unlimited number of new and unique fields • Set field labels in the various supported languages • Manage field -level security by hiding these fields from certain users • Provide field -level requirements • Reformat pages Value Rules Engine - U1tiPro's configurable value rules engine facilitates an improved experience for managers, including simpler, more streamlined processes. • Define rules within UltiPro that will set certain fields in the new hire, termination, and job change processes based on entry of other fields • Create rules around setting pay groups, organization levels, etc. • Disable or hide certain fields from managers that they aren't required to use, yet the fields are still populated by the engine, thus creating an improved experience Label Configuration - Customers can rename the descriptor label for certain fields so the terminology and/or translations unique to your organization display across all UltiPro. For instance, if people in your organization are known as "associates" instead of "employees," simply edit the Employee label so that Associate displays as the field description throughout UltiPro. As with other configurable features in UltiPro, label configuration is designed for non-technical users. With in -page editing, field labels may be changed directly from any page in UltiPro. Color Configuration - Our UltiPro Color Configuration tool provides a color configuration palette, which modifies the System background and Menu text colors used for the Web pages throughout the site. In a few simple steps, you can make the UltiPro portal match your corporate color scheme. Logo Configuration - Our Logo Configuration tool allows you to change the page graphics for the main UltiPro portal page navigation to reflect your own company's branding and image within the portal. Content Management - You can extend the UltiPro portal by adding your own configurable page links with the Content Management tool in UltiPro. Without knowing HTML or ASP, your system administrator can quickly add page links to display text, an e-mail address, web readable documents such as PDF and Word, and links to other web pages and web sites. All of these links are stored in the database for preservation across upgrades. EAU G - Page 13 Business Process Workflow - U1tiPro's configurable "workflow" allows you to define the individual steps involved in completing or processing specific business task. U1tiPro's built-in, flexible workflow management engine includes more than 200 business processes and their respective workflows, each of which can be individually tailored to how your business functions. See attached U1tiPro Platform Configurability Product Profile for more information. Exhibit G - Page 14 11.Familiarity with Eagle County Provide a narrative describing familiarity with Eagle County. Ultimate Software has over 100 public sector customers. For information on current customers, please visit: http://www.ultimatesoftware.com/Customer-Stories?from=menu Exhibit G - Page 15 12.Client References Please provide a list of all clients who have purchased the HRMS software over the last 5 years, at a minimum. For clients who have implemented your system within the last 5 years, provide the client's contact information including email and phone number. Please identify those clients whose projects were similar in size and scope to what Eagle County is looking for. Select references may be contacted regarding the client's satisfaction with software and services provided. Ultimate Software will be happy to provide references upon being selected as a finalist. Exhibit G - Page 16 13.Legal Issues. a. Are there any lawsuits, federal, state or local tax liens, or any potential claims or liabilities against you, your company or the officers of the company at this time or within the last three years? If so, pleaseexplain. IM b. Is your company currently involved in any discussions or negotiations to be acquired by another firm? If yes, please describe the status of the discussions 1 negotiations. LM c. If your company is actively engaged in being acquired, please describethe targeted timeframes related to the acquisition. OWN Exhibit G - Page 17 H.Product Information Please include any product documentation, which could include screenshots and links to a demo environment or videos that showcase the features of the product. Eagle County is looking for product information that is clear andconcise. Please see the attached U1tiPro Overview Product Tour. Exhibit G - Page 18 15.Functional Requirements self-ratings and information Complete and submit information in the spreadsheet file titled "HRMS Requirements" provided on www.eaglecounty.uslrfp. The successful respondent(s) completed functional requirements document shall be included as an exhibit, in the agreement to be awarded. The scope of the functional requests described in this RFP includes the following subject areas: L Talent Acquisition 2 Position Control 3. On -Boarding 4 Organization 5. Human Resources b Performance Evaluations 7. Succession Planning S. Employee Relations 9 Safety 1Q Employee Development 11. Self Service 12 Compensation 13. Payroll 14. Time & Attendance 15. Benefits Please see the separately attached Eagle County Functional Requirements — Ultimate Response document. Exhibit G - Page 19 Ultipro0 � — by ULTIMATE SOFTWARE — Functional Requirements Completed For: Completed ray: Fred Davis, Business Development Manager +Jltin,ate Software Office. 720. 0733.0909 FrsCi_Davls n@ultimatesr-pfbNare.coni www Liltirnatesoft,marB.corn This document and the responses provided contain information and statements based an facts and information provided to Ultimate Software and as those facts and information are understood by Ultimate Software at the time of submission of the response to the RFP. The response is subject to change based on product or service enhancements or additions, discontinuation of product modules or services or other changes to products or services offered by Ultimate Software. Any statement regarding future actions, services or products of Ultimate Software is subject to change Without notice. All responses are based on our total solution offering and may not be accurate if all or some components are not purchased. Eagle County Functional Requirements - Ultimate Response.xlsx Page 1 Cover Page Exhibit G - Page 20 Instructions for HRMS Eagle County Functionality Vendor self- Definition Rating 5 Feature is delivered as standard functionality in the proposed version of the solution and can be demonstrated by the vendor. 4 Feature is available at an added cost. Feature is not currently included but will be available as standard 3 functionality in a future release. Please indicate release date or time frame (e.g., 12 months). 2 Nat included. Vendor provides custom code changes at an additional cost. 1 Feature is provided by a third party partnering arrangement. Indicate any preferred partner agreements. 0 Not currently available and not on the current product roadmap. Eagle County Functional Requirements - Ultimate Response.xlsx Page 2 Instructions Exhibit G - Page 21 ...................................................................................................... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .. . .. ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ..................................................... 1- Vendor Information f i I ..................................................... - - - - - - - - - - - - - - - - - --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --------------------------- i Vendor Questionnaire and High Level Overview I ------------------------------------------------------------------------------------ --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- - - - - I- -- -- -- -- -- -] -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- - - - - --- -------------------- - -------------------- --J, .................................................................................... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ....... ... ... ... ... ... A I -- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- . . . . ... ............................................ --4 'There is no need to provide an comments for each item, unless specifically requested, or if you think it will add to our understandingof the f unctionality of the solution. You will be asked to demonstrate all functionality though the DEMO Process. ..................................................................................................... ... ..-- -... ... ... ..-- .. ... ... ... ..................................................... ... ... ... ... ... ... ... ... ..-- -... ... ..-- -... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... . ................................................................................. ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... -4 . . ... ... ... ... ... .. ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................__...-.............................__...y _JCorripany Information f I --------------------------------------------------- - - --- --- --- --- --- --- --- --- --- --- -------- - - - - - - - - - - 'The Ultimate Software Group, Inc. ' The i Name and Address: .2000 Ultimate Way Weston, Florida 33326 ................ 4 .................................................................................... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ....... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... IFred I Davis I I Contact information: .720-638-6909 I I ' f red d avi s @ u It i mat e sof tw a re. co m --founded:------------------- -- ------- - - -- - - - - - - - - - - - - - - - - - - - - - - - - -------- - Year 1990 .........------ - - ------------------ -_----------------------------- 1 How manyemployees in your company: More than 3,300 employees . ... ... ... ... ... ... ... ... ..-- .. ... ... ... ... ... ..-- -... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... ................ ................................. . ... .............. ......................................... ... ..-- .. ... ... ... ... ... ... ... ... ... ... ... ... ... ... .m . Customer Support? '1300 .............................................................................................. ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... 4 Development?1000 I 1 ............................ ... ... ... ... ... ... ... ... ... ... ... ... ... - - - ------------- Professional Servi..............................ces. I ... ... ... ... ... --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- - - . . ........................................ --4 1000 1 I-- ------------------------------------------------------------------------------------- --- --- --- !Are you a public: or private company? 'Public: (NASDAQ: ULTI) ..-..-..-_a..-............................................................................. . . . . . . ..................... - - - - - - - ------ . . . . . . ............... ... ... ... ... ... ... ... ... ... .-.. - - - - ---------- - - - - - - - - - - - - - - - - - - - I I I I For how many years has the system you are offering been 'UltiPro is a proven product with a long history. Ultimate introduced its I released? HR/payroll solution in 1993, its first Web solution in 1996, has invested in I I . ................................................................................. ... ... ... ... ... ... ... ... ... ... ... ... ... many significant enhancements overthe years, and continues to do so. I .. ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... . . ... ... ........ . ................................ ... ... ... ... ....... --4 'Ultimate markets UltiPro to companies of nearly all sizes in all industries I I because all organizations need high -functioning HR, payroll and talent management solutions. Ultimate's main focus is on developing leading HR, I What is your target market? payroll, and talent management solutions. The strategy is to deliver deep, I I cross --industry and often industry -specific functionality for HR, payroll and I talent management and bundle it all in one convenient pa ckage f or a 11 I I I customers without unique marketing packages that carry unique, costlier I I ricetags. .................................................................................... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... . ;price . .. . .. ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... I_..._..._..._...1 111 I What is the average size of your clients? I UltiPro customers typically have between 200 and 1,500+ employees I I representing various industries. 4 .................................................................................... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ........................................ ............ I I I I Ultimate Software has approximately 120 Public Administration and I I I I I How many clients are in the same industry as us? I governmental customers or customers with governmental contracts. In I I 1 1 addition, approximately 102 social service/non-profit customers fall into I I i governmental support agencies or customers with governmental contracts. 4 .................................................................................... ... ... ... ... ... ... ... ... I i ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... iFinancial: Are you willing to release financial information prior to 1 'Yes. If inal selection? ------------------------------------------------------------------------------ What is the core product of your business? - ---------------------------------------------------------------------------------- --- --- --- --- --- --- --- --- - - - - - - - - The UltiPro suite of products is the core offering for Ultimate Software. !How many concurrent users can your product support? There is no limit to the maximum number of users for the UltiPro. .............................................. - - - - - - -- -- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- ------- ................ I Vendor Response - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - --- --- --- --- --- --- - - - - - - - - --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- ---- - - - - - - - - - - - - 1 REQUIREMENT L- Code Comments »»»_________ ... .... .... .... .... .... .... . - - - - - - - - - - - - - - - - - - - - - - - - L - - - - - - - - - - - - - - - - - ---- - - - - - - - - - - - - - Item 11. 1 Product Deployment 1---� -- --- - - - - -------- ------ 001 il)o�-u cifFery-urproducts as Ficense�, �c'�eWSaaS orall three? 1UItiPro is only offered as SaaS solution. --- ------------------------------------------------------------------------------------------------------------------------------------------------------ 1-002 i Ultimate Software is partnered with Quality Technology Services and 1/0 as I our data center providers. Customer environments are located in Quality Where is your data center located? Technology Services metro Atlanta, GAf acility and I/O's Phoenix, AZ data - --- --- --- --- --- center. --- --- --- --- -- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- ---- - - - - - - - - - - - - Eagi e County Functional Requirements - Ultimate R esp onse.xI sx Page 3 1 - Vendor Info Exhibi G - Page 22 _..._..._..._...,..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...---------------------------------- ] 1-003 1 ----------------------------------------------------------------..._..._..._..._..._..._..._..._..._..._..._..._.... I Ultimate has two data centers —Atlanta, Georgia and Phoenix, A2 — I ] l jI I incorporating at minimum, N + 1 redundancyfor all mission critical E architecture items. Power is hacked up by four diesel generators at each [ ] center; communications is delivered via dual OC48 pipes through multiple [ j entry points and across two separate backbones; and environmental11 [ infrastructure is delivered via four 650 ton York chiller plants. [ ] I ] E Data center physical security and access control are provided using multiple [ I layers of security: [ • Access control lists for all personnel allowed to access the building and the [ E l equipment area. E ] I• Biometric scanners (usingfingerprint and iris) for approved personnel. [ I• Picture or security badge access for approved personnel. [ € € I• Indoor and outdoor digital video surveillance, with all digital video [ I archived. € I. On-site ticket required to be opened in advance for any visits to the facility € 1 Please provide information on your data center facilities. ] € I byvisitors. € I • Government -issued photo identification required to be presented by each [ jI I attendee upon arrival for visit. I• Ultimate's servers reside in a locked cage or fully contained suite € 1 l I environment. Access is granted to the cage or suite by either biometric € Ireader or keys that are retained by data center operations personnel. I jI I • All equipment brought on-site and/or removed off -site is inventoried with Iremovals requiring prior authorization by an authorized Ultimate € 1 l Irepresentative. € I• There are no exterior windows on the data center floor. [ 24-7 roaming security to inspect all critical interior and exterior areas of Ithe data center. € 1 l f • Data center customers are not allowed below the data center floor. All € Iunder -floor wiring must be completed by data center engineering personnel. € I• Data center physical controls are validated on an ongoing basis. € ] l I • Physical assets containing data are wiped to DoD standards prior to E (transfer between data centers or when disposed of. i ........... ____________________________-__.__.__�_____-___________________.__.___________________i L........ jGeneral Comments � ... .... .... ...............................................................-------------- 1-004 '•-UltiPro Do you offer an integrated Payroll product or Service? I I ]_..._..._..._...;..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__._____--------------------- is one unified solution for Human Resources, Benefits, S -IProll and Talent Management. ... ... ... ... ... ... .................................................... ------------------------------ 11-005 I Is all functionality in a single database? IS I € I................ ;..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-... - -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- •-- -- -- -- -- --- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --..._..._..._..._..._..._..._..._..._..._..._..._...4 ] 1-006 I Does your software use Microsoft development tools? ._........................................................................................................................._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._.------......_..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._.............................................._..................� I 5 l 1-007 Product will interface with email via SMTP I 5 I Yes. E 1-008 1I ] l E I I Ultimate Software is a Software as a Service solution provider [ ji I I delivering applications that reside on the Microsoft Technology IStack. The multi -tiered architecture utilizes a web presentation € ] l I I I I layer based on IIS, .NET, c#, XML and related components at the I I j application development layer, and Microsoft SQL Server for the [ is written in t? And uses what as its database? (i.e. l The rand lward M5 etrand SQL or Oracleje S sdcalability both upwardse. and embtecture o ted arcesllne work layer [ I I I I II load -balancing, hardware -based SSL encryption, and various I I j related performance enhancement features which delivers a [ jI I better performance experience than that which would be [ Idelivered with the traditionally self -hosted, license acquisition [ ..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.a_.__.__.__._.—_..__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__..._..._..._..._..._..._..._..._..._..._..._..._...a I model. [ Eagle County Functional Requirements - Ultimate Response.xlsx Page 4 1 - Vendor Info Exhibi G - Page 23 1..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...------------------------------------I 1-009 jI -... ... ... ... -... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ..................................................... I Ultimate Software offers several options to help you seamlessly [ exchange data with UltiPro and other business solutions. By [ ] 1 I leveraging UltiPro's integration services you can access and utilize [ 1 your people data within UltiPro in the way that suits your unique [ jI I business needs via connections that are simple to deploy and [ manage as well as accurate, secure, and configurable. Integration [ options include: [ jI Database can be accessed using standard Microsoft tools such as I 1[ 5 • secure Web Services/API's over HTTPS I I Excel and Query I I• 1 € UltiPro Integration Studio Designer (powered by Informatica) [ ] 1 I j I I 1 via secure point-to-point transfer of data 1 • Unified Report Exports (also accessible via UltiPro API) via SFTP j I • Traditional Flat Files delivered via SFTP or FTP with PGP Iencryption € Ij See attached UltiPro Integration Services Product Profile for more 1 It information. € 1 1 ______________________________________ �_—_____ I 1-010 !There is a workflow engine with multi level approvals, proxies, t 1 € ______________________________________ 1 € jI and user definable conditional business logic. For example, new 5 I € € hires, pay changes, promotions, FTE changes, etc. - ..._..._..._..._..._..._..._..._..._..._..._..._..._......._..._..._......_..._..__.__.__._:.__.__.__.__.__.__.__.__.__.__.__.__.__.__. ... € ... ... .-__�_.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__..._..._..._..._..._..._..._..._..._ ;1-011 IArchitecture of system is'true point -in -time 5 Yes. 1-012 ;System provides user defined Fields _.-._.-._.-._.-...-._.-._.-._.-._.-._.-._.-W._._._._._._._._._._._._._------ --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- _L ............................. - L_.._ --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- -------- W.W.W.W.W.W.W.W.W.-- 1-013 I j Any document file type can be stored either at the employee [ !System provides for document attachments. (If yes, please 5 level or company level. There is neither a restriction on the file describe. Are there any restrictions on types or sizes? type nor number of documents; however, individual file size is € 1 I _.-._.-._.-._.-.j.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__. 1-014 :System provides employee and manager self-service capabilities? ! _.-. -._-._.-._. _.-._.-. -.-- ----- ----- '-- II limited to 10MB. € 3 .� 5 ` --5- �1 1-015 'Solution can be purchased/implemented in modules, all modules : € I 1 share core data set: 1_..._..._.........:............._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...------------------------------------ 11-016 I - HR I € € -... ... ... ... ... -... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... 5 € I I_..._..._.........:............._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- .•-- 11-017 - Employee Se If Service /Manager Self Service I ..._..._...,..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..--_________________--.______4-_________________________-..-.._..._..._..._...--..-..-..-..-..- -- -- -- -- -4•-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --..._..._..._..._..._..._..._..._..._..._..._..._...4 5 1 € 4 1-018 1- Training I - 1-019 s- Recruiting_""._._._._._._._._._._._».».._».».».»......._.».».».».».».».». I 5 1 € f................................................................................».».».».».».».».».».-- S i € _..._..._..W....._..._..._..._..._..._..._... -___________ ] 1-020 1 Performance_.._ __ S ___________________________�..�..�..�..�..�..�..�..�..�..�..�.-€ ,1-021 1- Benefits I 5 € I _..._..._..._...;..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- T j 1-022 ':System provides automatic reminders via email to I -- -- -- -- -- -3 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ----..._..._..._..._..._..._..._..._..._..._..._..._...� € I employee/manager/HR generalist regarding deadlines (i.e. health 5 Via UltiPro Business Intelligence Event Studio. 1 € insurance enrollment due, new W-4, etc.) I __J._._._._ .. --------------------------------------- ------------------------- --- --- --- --- --- --- --- --- --- --- --- --- --- --- L_._.._.._...__.1----------------------------------------------------.-._.._._._._._._W.W.W.-- € I ] 1-023 1 Employees are searchable by criteria such as Lname (must be I € lflexible), Fname, location, department, position/position #,job, ) 5 ? f ] ' employee id #, skill or competency, etc. I_..._..._..._._.........................................................................................................._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._. ... 1-024 ;System supports mass edits based on user -defined criteria _.-._.-._.-._.-.1.---------------------------------------------------------------------------------------------------------------------------------------'J-.__... ... ... ... ... ........._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._.................................................................� 5 1 I ................I...........................................................................................................................................................I 11-025 ;System can increase pay rates by either fixed dollar amounts or 5 [ I g percentages__ I I I _ ______ 1-026 lChanges to employee data can be post-dated ___________�_ 5 --WWWWWWWW______________________________E _..._..._..._...;..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- T 1-027 !System maintains a complete history of employment for all I -- -- -- -- -- -3 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ----..._..._..._..._..._..._..._..._..._..._..._..._...� 1 E o employees including wages, hours, departments, titlesAobs, 0 -5 [ 1 1 FT/PT status, FTE, etc. I 1.._._._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.-._.- _ _ _ _ _ _ _ - - - - - - - - - - - I..................1..............................................................................».».».».».».».».».».-- 1 E Eagle County Functional Requirements - Ultimate Response.xlsx Page 5 1 - Vendor Info Exhibit G - Page 24 _..._..._..._...,..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...----------------------------------.--...-----------•--------------------------------------------------..._..._..._..._..._..._..._..._..._..._..._..._.... ] 1-028 1 E I • Ultimate's service level objective for the SaaS environment is a f f I minimum of 99.75% uptime, as measured over any three ] I I consecutive months. ] • The service level objective is exclusive of the activities that take place in the maintenance windows described above ] I I • Perform system daily maintenance from 3:00 a. m. to 5:00 a. m' jI I (applicable to customer's production SaaS site time zone), not to [ ] exceed a maximum of five (5) hours per month. Customers may [ 3 I I experience intermittent connectivity or may be restricted from E Iaccess during this period. No advanced notice, as stated in the E ] I I contract. E ] • Perform release upgrade windows as required three (3) times [ per year on either Saturday or Sunday from 2:00 a.m. to 8:00 a. [ ] I I m. (applicable to the customer's production SaaS site time zone). E I (Approximate hours of downtime of system per year for updates, I Customers may experience intermittent connectivity or may be I I { I restricted from access during this period. Advanced notification € I I maintenance, etc. € I € I I € I will be provided via newswire. € jj j • Perform extended system maintenance as required once per [ jyear on either Saturday or Sunday from 12:01 a.m. to 12:00 p.m. (applicable to the customer's production SaaS site time zone). € Customers may experience intermittent connectivity or may be I I I I restricted from access during this period. Advanced notification [ jI I of extended maintenance will be provided via newswire. • Perform emergency maintenance, as required, when necessary. € Depending on the type of emergency maintenance, customers I I I I may experience intermittent connectivity or may be restricted € jI I from access during this period. Where possible, Ultimate will use best efforts to provide advanced notification via newswire. € I I I € ] I E _ ....................... -........................................ ........._..._...__.__.__.__.__.__.__.__.__._._... _.a_._ --- --- --- --- --- a._ ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ............................................ _ ''CONVERSION - All data housed in ADP is expected to he :converted into the new HRMS system Code Comments - - -.._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__ _ _ _ ____________________________._.._._._._._.__._._ — ..........--4.......................................................................................................................-----------j----------------------------------------------------..._..._..._..._..._..._..._..._..._..._..._..._...a 1-029 ? 1 Your current solution will provide the data for the data conversion — most I ;often in a delimited (CSV) or TXT file. During the project kick-off, details and E latest file formats will be provided. With the assistance of our project team, your organization will map the data. Our Technical Consultant will perform € I I the data conversion, and your team with the assistance of our team will test I Describe how existing history is extracted and imported to your the data and perform a series of parallel payrolls before going live. € system at conversion. € 'Various types of history beyond the current year data/history of the initial € data conversion can be converted. ror options and pricing, please speak I with your Business Development Manager. [ ] 1-030 I Some examples of historical data that can be stored in UKiPro are: pay [ ] I Define the historical information your system maintains and how check, COBRA, job history, compensation, etc. Ultimate Software will never [ jI long it is available to your customers. I ask your organization to archive or delete any of your data. Your historical [ I I information will be stored indefinitely. E ..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...---------------------- , CUSTOMIZATION Code I Comments _..._..._..._......_..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --. -- -- -- -- -- -3 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --..._..._..._..._..._..._..._..._..._..._..._..._...1 Eagle County Functional Requirements - Ultimate Response.xlsx Page 6 1 - Vendor Info Exhibi G - Page 25 1 1 1 Yes, you can customize the look and feel of the application. 1 ' ] I Examples include the following: 1 I E ] I ] I 1 1 I E I Color Configuration - Our UltiPro Color Configuration tool E 1 provides a color configuration palette, which modifies the System 1 ' background and Menu text colors used for the Web pages 1 throughout the site. In a few simple steps, you can make the 1 UltiPro portal match your corporate color scheme. 1 ' ICan we customize the look and feel (e.g., logos and colors) in i 1 Iyour application? I 1 I Logo Configuration Our Logo Configuration tool allows you to E change the page graphics for the main UltiPro portal page 1 ] I I navigation to reflect your own company's branding and image E I I I within the portal. I € I I I I I € I Content Management - You can extend the UltiPro portal by € I1 1 adding your own configurable page links with the Content I IManagement tool in UltiPro. Without knowing HTML or ASP, your system administrator can quickly add page links to display text, I I I I an e-mail address, web readable documents such as PDF and I I1 I I 1 Word, and links to other web pages and web sites. All of these € I links are stored in UltiPro for preservation across upgrades. € ..-..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__._.__.__.__--�.__.__.__.__.__.__.__.__._-_------___.__.__.__.__.__.__.__.__.__..._..._..._..._..._..._..._..._..._..._..._..._...� !All configuration is performed through system delivered tools € the application and does not require changes to actual How are customizations preserved during product updates? Iwithin I source code. All system configuration is retained as part of the € 1 1 upgrade because it is stored at the metadata and database layers. € ....................:.................................................................................... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... -— {• --... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................. ..{ •.1-033 I What is the effect of future upgrades on our customizations? € 1 All customer configurations are meta data -driven and reserved I p _.-._.-._.-._.-.�. through the upgrade process. SUPPORT Code Comments L JReliable ASSIGNED support is essential for this to be a successful ongoing relationship.-----------� .._.._.._.._.._.._.._.._.._..____.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__—-------------------------------_..._..._..._..._..._..._..._..._..._..._..._..._...J. 1-034 ;Product has online help available (Please describe) 1I 5 I UltiPro online help and Web tours walk you through different areas of the application and are available within the product. € ].4..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... - ----------- 1-035 ] I I -... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................. .._............... [ I Your Account Manager serves as an extension of your staff, [ ' ' Dedicated Support representative / account manager is available I 'responding to your UltiPro questions and concerns, fulfilling your S service cases or engaging the best resources to assist if the € ] I I I question at hand is outside of their area of expertise. This is your E I1 I I main point of contact as a live, UltiPro customer. [ ___ .__.__.__.__.__.__._--- _._--- _.__.__.__.__.__.__._—__.__.__.__.__._... _.__..._..._..._..._..._._._._._._._- 11-035 1 I I Please see the Ultimate Software Service Level Agreement for E time for support is 3 hours or less 5 I 1CaII-back I I 1detailed information. I 1-037 1 I 16.30am to 1:30am ET, with additional Rapid Response support 1 I 24/7. 1 1 1 For customer support needs outside of standard operating hours, 1 ' !Specify Support Hours in the Comments column including time ' customers can contact our After -Hours support line. There is no 1 1 zone support is available. If supplemental support is available, S 1 charge for this service, though this should be used for critical or 1 !please specify additional cost. ] I I 1 emergency situations only. Designated, on-call support k I professionals will respond to your call quickly to help you resolve E 1 1 ' any issues with minimal disruption to your business processes. 1 ] 1 1 You can rest easy knowing that you have access to UltiPro 1 ] I I Customer Success 24 -hours a day, seven days a week. f ] ................ {..-..-..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._.........._...__-----------___•-_•_ •- � .__..._..._._--;._--- ..._..._..._..._--- ----... ... ... --------... ..._..._..._............................................................_...y 3 I IMPLEMENTATl0N GO LIVE ROLL OUT Code—i--------------- Comments ]..._..._..._...;-----------------------------------------------_..._..._..._...--------{ I I .. ........... ..._..........A..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._-----------------_..._^i_..._..._..._•_--......................._--------------_................................................_..._..._..._..._..._..._..._..._...J 11-038 I I A typical activation is about 16 weeks for core ' 'Your standard implementation timeline (in days, weeks or 1(HR/payroll/benefits setup) and time management. Other 1 1 months) 1 components of UltiPro can go -live at the same time as core or any 1 3 I € 1 time after. E ]..._..._..._...;..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...+------t-------------------------------------------------....................................................{ 11-039 Your ability to support a go live prior to open enrollment (for 5 1 Open Enrollment and Life Events can go -live at the same time as 1 ] Icurrent year new hire and life event election changes) !._._.-------------------------------------- — I the core system (HR/payroll/benefits setup). E ------------ [ ] 1-040 IYour ability to support a 4 week open enrollment window AND 1 1 recommendation for the OE window I E 5 14 weeks is common for an Open Enrollment window. E ] --- your ... ... ... ... ... ... ... ... ... ... ... ... ... _..---- --- --- --- —3... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ............................................. I Eagle County Functional Requirements - Ultimate Response.xlsx Page 7 1 - Vendor Info Exhibi G - Page 25 ................,...................................................................................--.__.__._.----------.__.__.__.__.__.__.__.__.__.,_.__.__.__.--..-... ... ... ... ... ... ... ... ..... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ..................................................... ] 1-041 15ystem testing process —including internal and client testing. [ II Include details regarding all applicable environments I E I I I Please see the UltiPro Activation and Deployment Overview for I I I (development, QA/testing / production) and how configurations, S I E I I I more information. I I Idata and technology changes are migrated from one environment; I I I oto another during implementation and ongoing. I I y--- W---------------------------------------_____—___-.-_____________________—.—.—.—.—.—.—.—.—.—.—.—.—.1 Eagle County Functional Requirements - Ultimate Response.xlsx Page 8 1 - Vendor Info 1-042 Eagle Exhibi G - Page 27 j Describe the typical implementation project team. Who is the primary point of contact during implementation? Ultimate Software is committed to providing quality consulting services during the activation of our product suite. During the activation, we assemble a team that will participate in all phases of the activation to ensure a smooth and successful activation. Some resources will stay engaged yourteam throughout the entire activation lifecycle; others may only be engaged at specific points in time to provide specific subject matter expertise. The Ultimate Software Activation project team consists of the following roles and members: Ultimate Resources*: Regional Manager — The Regional Manager is the Executive Sponsor for Ultimate Software during this process and manages the initial assignment of resources as we as the overall success of the project. Project Manager— The Project Manager is responsible for managing all aspects of the activation project as it pertains to resources, costs, timeline, and project success. System Consultant (primary point of contact) — The System Consultant is the primary Ultimate Software representative assigned to your activation and they focus primarily on the core of the system —HR, payroll and benefits setup. Time Management Consultant — The Time Management Consultant is the primary Ultimate Software representative assigned to your activation for time and attendance needs. Data Conversion Consultant — This consultant provides data conversion product and subject matter expertise to the project teams. His or her involvement varies from project to project based upon the type of data being converted and the complexity of the conversion. Payment Services Consultant — This consultant provides subject matter expertise and setup for tax filing, tax payments, wages attachment payments, etc. Interface Consultant — The interface consultant provides integration expertise and creates the interfaces. His or her involvement varies from project to project based upon the number and complexity of the integrations required. Benefits & Compensation Consultant — This consultant provides subject matter expertise and setup for the Benefits & Compensation components of UltiPro (Open Enrollment, Life Events, Compensation Management). Talent Consultant — This consultant provides subject matter expertise and setup for the Talent components of UltiPro (Recruiting, Onboarding, Performance Management, etc.). Customer Resources*: Executive Sponsor — The Executive Sponsor provides executive - level support to the project team. His or her primary responsibility is to ensure that the needs of the project team are well represented and met by the steering committee. This role has minimal involvement in the project. Project Lead — The Project Lead channels the team's activities toward application configuration and executing the activation project. He or she also is responsible for internal project communications. This role has heavy involvement throughout the activation project. Human Resources Specialist — The HR Specialist is the customer's primary HR representative and designated decision maker in the area of HR. This role has heavy involvement throughout the activation project. Payroll Specialist — The Payroll Specialist is the customer's primary payroll representative and designated decision maker in the area of payroll. This role has heavy involvement throughout the activation project. Benefits Specialist — The Benefits Specialist is the customer's primary benefits representative and designated decision maker in the area of benefits. This role has a medium involvement during the analysis, configuration, and testing phases of the project. System Administrator — The System Administrator is the customer's primary resource for system configuration, system knowledge, and application security. This role has medium to heavy involvement throughout the activation project. Technical Resource — The Technical Resource is involved with the customer's data conversion and interfaces to internal applications. This role has minimal involvement during the Info Exhibi G - Page 28 -...-...-...-...,...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-- -- -- -- -- -- -- -- -- ----.__.__.__.-- -- ----.,_.--.-_.-- 11-043 I How many employees from client are needed to support the I 1 -- -- -• -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ----...-...-...-...-...-...-...-...-...-...-...-........ I I 5 I See answer to 1-042. E project? ] 1-044 I I E Customer hours of effort for an UltiPro activation varies per [ II I 1 !Suggested amount of resource hours needed from client during I I customer, but we do see a fairly consistent average of about 15 E I E S hours week, spread across the team. The hours in I ! I the project for a successful implementation Ieach ! per project E weekwill vary but will average out to around this number [ over the 16 week core activation. [ 1 i-na...._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._-._-._-._-._-._-._-._-._-._-._-._-._-._-._-._-._-._-.-._-._-.______-.___-.-_.-_.-_.-_.-_.-_.-_.-_.-_.-_.-_.-_.___________.._..._..._____.._..._..._..._... 1 ! ! Your UltiPro activation team will work with you until the E Iactivation open items are completed and all components of [ 1 !How long does implementation team stay with client before I UltiPro are activated. The core project team will typically stay [ 1 ! 1 l transferring to customer service? S ! involved for around 1-2 live payroll cycles. Subject matter experts E ! I 1 ! I for the additional components of UltiPro that maybe activated E after the core system will engage based on the desired live dates [ Ifor each component. ..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.!_ _.-... _-_______________----- --- --- --- --- --- --- --- --- --------------------------------- - _..! ISERVICE MODEL Code I Comments .............»a_...........r........................x..............................................._..............................................m..«..«.»...... ;_Describe your ongoing client su_ppo_rt_p_rocesses including: __ WW _______ ______________ ______— — — — — 1-046 1Are the implementation and ongoing support teams the same? Please see 1-047 for more informationWWW�� ...._..._...-...t...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-...-... ----------... ... ... --... --... ... --... ... _ d47 € __.-... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... .................................................... � j1 1 jI If not the same teams, describe the client transition process from We have a formal turnover process to introduce you to your € ! Account Manager, which is both internal and external, after the € implementation to ongoing support teams. E I activation is successfully completed. Please seethe attached € ! I [ Ultimate Software Customer Support and Services Profile for E ! I E I information on ongoing support. E _..W.W.W.W.W.W.W.W.W.W.-- Eagle County Functional Requirements - Ultimate Response.xlsx Page 10 1 - Vendor Info Exhibi G - Page 29 _..._..._..._...,..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...----------------------------------.--...-------- f ] 1-048 I E -•--------------------------------------------------..._..._..._..._..._..._..._..._..._..._..._..._.... I Your Ultimate Software Activation Team is comprised of a System E ] 1 3 I I Consultant (manages the day-to-day project plan), Activation E I Project Manager (oversees the project), and the Technical [ ] I I Consultant (completes the data conversion). Additional [ ] I I information regarding our activation project teams can he found [ ] I I in the UltiPro Activation and Deployment Overview. [ ] I ] I I E I Ultimate Software has more than 1,100 employees dedicated to [ ] I ] I I the Customer Support and Services Teams, with support centers [ I located at our company headquarters in Weston, Florida; Atlanta, E 3 I I Georgia; Santa Ana, California; Toronto, Ontario, Canada. With [ ] I I Ultimate, you gain a true partner committed to delivering expert [ ] I ] I I service and who truly cares about you and your employees. [ !Through our unique, people -first approach, we offer an extensive E 1 I I set of support and service tools. You will have instant access to a II I team of customer service experts, including: € 1 I II 1 • Account Manager—This individual serves as an extension of € I your staff, responding to your UltiPro questions and concerns, I II I fulfilling your service cases or engaging the best resources to II I assist if the question at hand is outside of their area of expertise. € 1 I II I This is your main point of contact as a live, UltiPro customer. € I • Support Specialists—Talent Management, Business Intelligence, [ II I Time Solutions, Payment Services II I • Solutions Team — Rapid Response Contact Center, Subject I II Description of roles on the implementation and ongoing teams I I I (who stays and who drops off after implementation) (i.e., account J I Matter and Technical Experts I I • Executive Relationship Manager — Your organization will be [ II manager, project manager, data analyst, billing specialist, etc.) € I assigned an Executive Relationship Manager (ERM) who is [ II I responsible for future and strategic planning. € 1 I 1 • Customer Success Manager—This individual is an advocate who I ] I I is responsible for the overall service experience and building 1 I 1 customer partnerships for life. I ] I I I I • Rapid Response Support for critical after-hours concerns € I.24/7 Phone & Online Support ] I I • Live Chat Support € ] I ] I 1 E I In addition, Ultimate Software has a data center operations team € II I designated to keep UltiPro up and running at peak performance. ] I I The team performs the following functions for you in our SaaS € ] I II 1 network: E I • Server installation and management [ II I • UltiPro release and upgrade installation ] I I • Hardware maintenance € ] I ] I I • Backup and recovery management € 1 • Capacity planning [ 3 I I • Application performance tuning [ ] I I • Inventory management [ ] I ] I ] I I.24 x 7 server monitoring and management [ 1 • DBA support [ I E ] I ] I E I E I Please see the attached Ultimate Software Customer Support and [ ] I E ..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__. { .__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__..._..._..._..._..._..._...___ _ _ _ _ rvices Profile for additional information. E _____ 15e f I 1-049 I Hours the client services account management team (not call ] I center team) is available for HR administrators (specify time I E 16:30am to 1:30am ET, with additional Rapid Response support E I I j I zone). E 124/7. 1 [ _..._..._..._. ...,........................................................................................................_..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..j_..._..._...-.--- 1-050 I W 3......_..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._.................................................._..._..._...� I We measure satisfaction in a few different ways. First off, we [ ] I I send our customers transactional surveys randomly after each E interaction with our support team to measure customer j Ongoing client stewardship process -Include details on how you E 1 how frequently i satisfaction with that engagement. We use this data to track I E monitor ongoing client satisfaction, you review 3 3 e client satisfaction with clients and ongoing stewardship reports & f I Customer Satisfaction, Net Promotor Score, and Customer Effort I I E 1 with our support model. In addition, we also send two Customer E j!stewardship analytics. ] 1 I Surveys each year from our Marketing Department to measure [ ] I I overall satisfaction with our product, people, and service [ ] I E I provided. These go out once in the Spring and once in the Fall. E ___ 1-051_ Is there weekend or after hour support? _.__.__.__.__.__.__.__.__.__.__.__.__.__.__. _ — 5 — — E _.-._.-._.-._.-...------------------------------------ 1-052 Is there an after hours emergency contact number if needed? Is ..........................................................................._.».».».».».».».».».--- 5 1 No charge. E g E 'there a charge for this service? ]_..._..._..._...J..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._......._..._...-... - -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --. .---- - -- -- ---- J -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ----..._..._..._..._..._..._..._..._..._..._..._..._...! Eagle County Functional Requirements - Ultimate Response.xlsx Page 11 1 - Vendor Info Exhibi G - Page 3U _..._..._..._...,..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --.r-----..-- 1141531 [ -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ----..._..._..._..._..._..._..._..._..._..._..._..._.... 1 Ultimate Software delivers three major releases yearly —the [ Spring/Summer Release in June, the Fall/Year-End Release in [ How often do you release new versions of your software? i ] I I November, and a January tax reporting release. Recurring I l compliance updates, defect fixes and other enhancements are € jdelivered monthly and/or on an as -needed basis. [ j 1054 j- ................. .._.._.._.._.._.._.._.._.._.._.._.._.._.._.._.._________________-__. E______i-__________________________..._..._..._..._..._..._..._..._..._..._..._..-- E € ] I I E Ultimate Software has a documented change management [ ] I methodology and system for managing modifications and [ l additions to hardware, operating systems, and application [ jI I software. This change management methodology is followed for [ changes made to SaaS customer environments and provides [ ] € guidance for authorizing, implementing, testing, communicating, [ I and documenting changes. The change management process: [ jI I • Provides a centralized method for coordinating changes among the teams responsible for supporting the SaaS environments; € Wow do you determine and prioritize changes in your system? 1 I • Provides documentation of scheduled changes so they can be € l tested and verified before implementation, if applicable; [ jI I • Provides a vehicle to communicate changes and possible impacts on Ultimate's user community, including when the € 1 I jI I contracted maintenance window will be used and application € I availability will be limited. Roll -back and recovery plans are jrequired for each change requested; € • Provides a controlled process for implementing changes in SaaS 1 I j I environments, which includes a security evaluation by the € I Security team; j• Change requests and approvals are documented, tracked, and € 1 ' I monitored in the change management system. € j ;KNOWLEDGE MANAGEMENT Code i Comments ................ ............. _..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__-___________.__._.--.--.--.--.--.--.__________________________._..._..._..._..._..._..._..._..._..._..._..._...� L___J Describe your ongoing client support processes including. - j -------------------------------------- 1-055' Provide an overview of your training programs and delivery j . I Please see the attached UltiPro Training Profile. methods. 1-05fi °..._ ..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__.__. L_____ ._ ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ................................................ _ € ] 3 t I No; however, Ultimate Software does provide test databases as a [ jI service; however, special consideration should be taken as these ] l IS there a test database utilizing real data available for future new I I databases are copies of your real data. € ] employee training? I ] I l € I Please speakwith your Business Development Managerfor I jpricing and options. Please see the UltiPro Test Environment EI Services Product Profile for more information. € j1-057 '•-Where are your training facilities located? .-----------_- j -----j Training isvirtual.---------------------------- I_..._..._..._......_..._..._..._..._..._..._..._..._..._..._..._-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- .- I 1-058 , Is there a cost associated with training for customers after I I I -- -- -- -- -3 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ----..._..._..._..._..._..._..._..._..._..._..._..._...� l I No. I I implementation? 1-059 _ Ultimate Software web -based tutorials, self -paced _ What ongoing cu stome r t ra i n i ng isavailable? t j____�------------------------------------- provides I E help screens, job aids, and quick tours. --- -----straining, ----------_s 31-�0 f Ultimate Software provides documentation and manuals with our [ 1 I I What training materials do you provide? I training courses. In addition, customers have access to online job I l learning knowledgebase, I l aids, quick tours, the center, a and Idocumentation in our customer blog and customer support site. ------------------------------------------------- ......................................--------------- J--- DATA CAPABILITIESCode --- --- --- --- --- J._ --- --- --- --- _.__.__.__.__.__.__.__.__.__.__._--- --- --- --- --- --- --- --- --- --- ------------------------------------------- ._..._... Comments j -- i ❑ata to Carriers: Describe in detail your carrier data processes including but not limited.to:------------------------------ [ _..._..._..._...,.................................................................................................................................................................... .._..._..._..._..._..._..._..._ 1-061' Confirmation that file has been 1) sent; 2) received; 3) loaded ; _..._..._..._......_..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._..._...__....................................................................-------.I--------- ..................................--.. 5 ; 1-062'Abilityfor HR administrators to view files and/or file status online 5 1 j................ i............................................................................................................ ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... -. 1-063' Confirmation that errors have been identified and addressed (i.e., } I i S I ;your involvement in working the carrier discrepancy reports). � :_..._..._..._..._..W ______----------------------------------------- --- --- --- --- --- --- --- --- --- --- --- --- --- --- _ _.._.. L I I _.— 1- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- -..W.._._._._._._W.W.W.-- Eagle County Functional Requirements- Ultimate Response.xlsx Page 12 1 - Vendor Info Exhibit G - Page 31 _ ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... _ ..... ..... ..... ..... _ ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... _ ..... ..... ..... ..... _ ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... _ ..... ..... ..... ..... _ ..... ..... ..... ....... ..... ..... ..... ....... ..... 12 - Talent Acquisition ----__Recruitm.....__..._ent &Selection .... ..... ..... __...__...___...__...__.._-------------------------._ _ . ___ _ _ _ --- -- ---- ---- __ _ _ _ J j 1 Onlin •!Application received On -Line or Manually?e ? Number of Open Positions per year _ 1+_ [ -- — Number of Applications received annually j_ — _�_.__...__.....__......_..... _..... ..... ..... ..... _..... ..... ..... ....... ..... ..... Number of Applicants interviewed annually 166+ , ............-._L.-.__.-.__.-.__.-.-.__.-.__.-.__.-.---.-.__.-.__.-.__.-.---.-.__.-.__.-.__.-.-.__.-.__.-.__»..»................».............�J-.-.__.-......L»..»...........»................».........-�_.-.___.-.__.-._ ...,. =Number of Applicants hired annual) ' 166_+ r-__-� µ .. ------------- I -RR-------------- 1 Number of Jobs posted annually 2SI - �E j__...__..._.........................._........._................._.._........................-"... __...__...__.....__...__...__...__.....__................._.....___...__...__..._'_...__...__........_.._.................__.....__.................__.....__...__.........._.._.................__...___...__..._............___...__.........._.....___..._ [ Number of pre-employment tests conducted ] S __..._----- _....._..._..... ..... ....... ..... ..... ..... _..... ..... ..... ..... _..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... _.r...___...__...__...___ _ _...__.___ _ _.__...___...__..._------ Number of Recruiting events attended 10 ]__... __... _....-..............................................................................................................._...__...__...__.....__...__...__...__.....__...__...__.....__.._....---...__...__...__.....__...__...__...__.....__...__...__...---...__...__...__...---...__...__...__.....__...__...__...__.....__...__... __ 3 I Number (and name) of external web sites used � _...__...__...__...---...__...__...__.....__...__...__...__.....__...__...__...---...__...__...__...---...__...__...__.....__...__...__...__.....__...__....I S -1p. . _.. [ __...__...__....._:.....................................................................................................................__...__...__.....__...__...__...__.....__...__..._ ..._ ] ! Number of Reference checks conducted and Vendor used 100 [ i__..._ __.._' Number of Applicants denied annually 10 Number of Background checks and Vendor used 1100+ {_ �Mbbili ------------- _ - - _ ..... • _. ......................._..............-L............................................_...___..._-................ Number of relocations '10 1 _ _.__....._�..... ..... ....... ..... ..... ..... _..... ..... ..... ..... _..... ..... _...___ _ _ __...__...__...__. __ -_..._..... ..... r...__ ..... ..... ..... ....... ..... ..... ..... __ • Name and Type of Relocation Fee's paid ] 6 _ ..... ..... ....... ..._..... ..... ....... ..... ..... ..... _..... ..... ..... ..... _..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... __--____ VerKlor Res nse_..._____ --_—_.....__...__...__...__.....__...__...__...__.....__...__...__..._..... ;...__..... ..... ..... ....... ..... ..... ..... _.....__...__...__...__-p°.._ ..... ..... _..... ..... ..... ....... ..... ..... ..... ....... ..... ..... r_...__...__.....__...__...__...___...__...__...__...___...__...__..._ �_...__..._ ? Requirement Code i Comments 1 I__..._._..__....._...__...__..._....__...__...__...___...__...__...__..___ _ _ _ ...___.__...__...__...___ _ _ Idem # € Requisition Management 2-661 'Track open requisitions by various categories such as job, [ ---------- 'organization, recruiter. 5 E -- ------- -------------------- ----- ---- ------------------------------------------------------------------ ----- ------ ...........». ---- ------ ----- ----- ------- ----- ----- ----- . ..--------------------------------------------- 2-662 I Provide ability to retain requisitions for positions which have j 5 `frequent openings. .........................................................__...__..... ..... ..... ....... ..... _-........................................................................................................7 2-663 'Allow decentralized addition of open requisitions for established 5 — positions. �_...__...__......___...__...__...__.....__...__...__...__.....__...__...__...___...__...__...__...___..._ ...__...__...__.....__...__...__...___...__...__...__...___...__...__...__.....__...__...__...__.....__...__...__...__.....__..._ ..._ ..._................................................ 2-604 :Allow staffing to review anew requisition, make corrections, and ] S 'The opportunity will be sent back to the hiring manager for route back Yo manager for review prior Yo approval process ] 'Changes. ..._..... ..... ....... ..... ..... ..... _..... ..... ..... ..... _..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... 2-665 'Trackfull time equivalent needed as well as individuals. 5 --f------------------------------------------------------------------------- 2-666 1 Provide user defined status for requisitions to indicate openings 1 which are active, canceled, on hold per hiring supervisor request, j [ on hold due to business unit suspension of hiring, reserved for 'campus hire, etc. I j 2-667 [ eQuesY provides the ability to set close dates. Future [ 'Set close date for new applications, Different for internal vs. [external postings. ] 5/3 !functionality will provide the ability to set close dates on internal 3 ' and external job boards, in addition to eQuest. 12-668 'Support online requisition approval process _ 5 f--------------_------------------------------------------------------------ [ ------- ----- ------- ----- ----- ----- ------ ----- ----- ----- ------ ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ---- L ---- ------ ----- ----- ------- ----- ----- ----- .......---- ----- ------ ----- ----- ----- ------ ----- ----- ------- ----- ----- ----- -. . 2-669 :Tracks expenses by applicant/candidate level and a ssociate them j 5 .Via Noyes. !with a specific requisition or a general recruiting activity. I ' —_ _ _ __-...............................................................................___.__...__...__.....__...__...__...__.....__..- { '2-010 1 ;Via Linked In and eQuest. UItiPro RecruitingwiII always auto -post [ Communicates automatically with job boards. 5 ito your Careers page on your website and internal careers page [ 1 !;via UltiPro. 1__...__...__....._,...__...__...__.....__...__...__...___...__...__...__...___...__...__...__.....__...__...__...__.....__...__...__...__.....__...__...__..._...--..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... -..... ..... ..... ..... -..... ..... ..... ....... ..... ..... ..... ....... ..... .... 2-611 € Posts internal and external jobs to company Internet site and 5 ! UltiPro posts automatically to customer's career page upon [ company intranet site with effective dates. requisition approval. -------------------------------------------------------------------- t _------- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------ ----- ----- ----- ------ ----- --- -------- ----- ----- ----- _ _ 2-612 ' Has a requisition library of job Templates that can be utilized 5 Customers can create an unlimited number of requisition :when creating requisitions. !templates. I 1 --------------- -- ----- ----- ----- ----- ------ ----- --- �{ 12-013 1Job openings will track the requisition number, status and reason S _....... ' for the opening ... ..... ..... ..... ....... ..... ..... ..... _..... ..... ..... ..... _..... ..... ..... ....... ..... ..... ..... ....... ..... .... r..._..... ..... ....... .......... ..... _..... ..... ..... ..... _..... ..... ............ ..... ..... ..... ....._..... 2-014 blob openings will include employment information including FLSA S E jtype, salary range, and fu I I/pa rt ti me indicator. j 2-015 !Jobopemn will include education and skill requirements. _....._...._--___� _ _____...__...__...___.__...__...___.__.__...__...__.....__...__..._—___--__ ] 2-016 --1 Customers can create job descriptions unique to their-- _ — I ]organization in the job description builder with UltiPro. Ultimate [ Assist in the creation of and house job descriptions. ] S € ] !Software provides —at no additional charge — access to HR366. ] ! com which includes over 966 samplejob descriptions. _..... ..... ....... ..._..... ..... ....... ..... ..... ..... _..... ..... ..... ..... _..... ..... ..... ....... ..... ..... ..... ....... �- _ F..-_-........................................................---...__...__...___...__...__.....__..._ � 2-617 [Job opening will include Eagle County Area and location 5 ' information. 1 �' � lab Postir�---------------------------------- � Code L---------------- Comments Eagle County Functional Requirements- Ultimate Response.xlsx Page 13 2 - Talent Aquisition Exhibit G - Page 32 i. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... r .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... 12-018 !Allow postings to be limited to internal or external or open to I I !both. _— --- [Track --", postings _,__, -and_r es uI t'sy' ——___ blocation, c_a,ti o -n,- department, --- _etc . ..... ..... ....... 6 .... ..... ................. ..... ..... 12-020 1 Provide for internal job posting information that contains different information than external advertising for the same 5 opening. A� Web Code Comments 12-021 [Track provider, media, content, dates, requisition number(s) and responses for advertisements. .......................................................................................................................................................................................................................................................................................... i2-022 ;Retain all versions of content for update/ re -use. . ..... ..... ....... L .... ..... ..... ... I I ..... ..... ..... . ..... ..... ..... ..... . ..... !2-023 ETrack costs for advertising. 5 1 Vi a Opportunity N ot e s/C om m ent s Campus Retruitin Code Comments 2-024 ;Track school information including size, demographic mix, 'E degrees, graduation dates, career fair dates, recruiting dates,0 No; however, a document can be stored at the company level i schedule size, key contacts, special company activities, i i that would provide recruiters with this information. . . contributions, etc. ................ .... ..... ..... ....... ..... ..... 2-025 No; however, recruiters are assigned to an [Track company recruiters assigned t c) various events. i opp oru n ity/re q u i s it i on. ..... ....... 2-026 Provide for fu I I time, coop and intern candidate processes; allow 5 !Recruiting steps can be configured for full time, coop, and intern variations in process. candidate processes and assigned to the opportunity. --------------------------------------------------------------------------------- ------ ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- Maintain calendar of important dates; send notifications to key !individuals as needed. .. ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... ........ ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-028 =Allow tracking of interested students graduating later than 1 Pools can be created to track interested students graduating later !current candidates 'than current candidates. E ..... ..... ..... ..... . ..... ..... ..... . !Job Fairs code 1 . . ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... .. 2-029 [Ability to schedule candidates to attend job fair E .. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... . ... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .. 12-030 [Track dates, sponsoring organization, location, company !representatives, responses, etc. ------------------------------------------------------------------------------------- ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- - Agen cy Ma nage Code Comments -------------------- -------------- -------- ------------------------------------------ i 2-031 :Automated presentation of candidates from outside agencies. Ability to identify candidates presented by outside agency vs. in- 5 house or other means of sourcing. .... ....... ..... ..... ..... ....... . A source can be identified on the applicant's recruiting record. i .... ..... . k .. ....... . ..... ..... ..... ..... . ..... .. .... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... '2-032 =Track candidates agency 5 Via source. i c �i .. ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-033 'Various information can be tracked via Notes. Please provide :Track agency activity, cost s and resuIts. 0 specific requirements to your Business Development Manager — and Solution Expert to ensure an accurate response. - ----- ------- ---- ----- ----- ------- --- ---- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- - - --------- --------------- ---- ------ ---- -- ----- -- 2-034 i Tra ck agency contact information (whether - client approved o 1 i agency, types of jobs, number of placements, fee, etc.). AP plica nt I Code Comments Comm Screening_..... ..... ..... 2-035 Provide online employment application to be completed by 5 -Application questions can be configured via UltiPro Recruiting. i applicant . ..... ..... ....... I ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... I L 2-036 [Track dates, results and recruiter for all screening methods such as phone screen, campus interview, career day, office/field I 'interview, skills test. ----------- ----------------------------------------------------------- --------------------------------------------------------------------------------- 2-037 i 'Application questions can be configured per opportunityto f lag Provide multiple result categories to allow different ratings for I 5 correct and incorrect answers and be assigned points, which different jobs. provide a score for easy identification of talent. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ... . . .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... .. 2-038 1 i Please provide specific requirements to your Business Allow different methods for differentjobs, but trackthat all 5 ;Development Manager and Solution Expert to ensure an accurate appropriate methods have been used. [response. F____T_1r;ie_ _rv1_e_w_ In"i- ai-n-d-S-e- le--c-i-I I C-0- d- _e I Comments 12-039 [Allow candidate to be interviewed for multiple job requisitions. i 5 i i i----------- -------------------------------------------------------------------------------------- ------------------- — — ---------------------------------------------------------- i 2-040 [Track employees considered and decision results for each step for i i !jobs filled through a selection process. . ..... ..... ......... .... . ..... ..... ..... ....... ..... ..... ..... . ------ — — ------- ----- ----- ----- ------- - .... ....... ..... ..... ...candidates. 2-041 ow tra r internal as as externa Comments ;Compliance ..... ....... 1. .... ..... ..... ....... ..... ..... ..... . ..... .. . . . . ..... ..... ..... ....... ..... ..... ..... 4�':ILI. . . ..... ..... ..... ....... ..... ...... . ..... ..... ....... ..... .... 4 2-042 'Track demographic and job information for EEO and other ;groups. ..... ....... 'Track .... ..... . k .... ..... ..... ..... . .... ..... ....... ..... ..... ..... ....... ..... ..... ..... ........... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... . . . ..... ..... ....... ..... .... I 2-043 ;Tra candidate disposition by process step. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ........... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... 2-044 !Track recruiting activities as required 1 Recruiting steps can be created to track required recruiting 1 activities. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... j ..... ..... ..... ; ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... Eagle County Functional Requirements- Ultimate Response.xlsx Page 14 2 - Talent Aquisition Exhibi G - Page 33 1.- ....... .....-.. ...... ...... . .. -- .....-.. ..... ..... .... . . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... .. ... ..... . ..... ..... ..... . . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... J 2-045 `Tracks jiversity .................... 2-046llrack& Report . . . . ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... . . . . ..... ..... ..... ....... ,2-047 1 !While UltiPro does not provide an Affirmative Action Plan, UltiPro Tra ck & Report an Affirmative Action j 0 offers diversity reporting to assist customers in gathering information for their existing Affirmative Action compliance. ----------- ------------------------ - - -- ---------------- ------------------------------------------------------------------ c -------- -- 2-048 ;Standard integration is available with Hireffight. Integration to alternate assessment testing, background checks or drug testing providers wit h API connectivity through Web Services are Maintain & Report an: I i currently on the roadmap for release in early 2017. Please provide specific requirements regarding reporting needs for 2- 1 1049-2-052 to your Business Development Manager and Solution Expert to ensure an a ccu rate response. ------------ ------ - -- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- 2-049 Drug Screen 5 Please see above response. . ..... ..... ....... ..... ..... . . ... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . '2-050 Background checks 5 i Please see above response. .. ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-051 -Credit checks 5 1 Please see above response. . ..... ..... ....... .... .... ..... ....... ..... ..... .... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... '2-052 Test i ng Se rvi ce s 5 Please see a bove response. Code --comments !2-053 'Sends automatic responses, notifications, or e-mails to 5 applicants/candidates. ------ ----- ------------------------------------------- -------------------------- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------------------------------------------------------------------------------------- 2-054 'Allows administrators to customize verbiage on the e-mail messages (including confirmation acknowledgement and job 'filled) to external and internal applicants/candidates . ..... ..... ....... I. .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... 4 ..... ..... ..... .... ..... ....... ..... .... ................................................................................................................... 2-055 !Allows users to e-mail potential interview times, applications, corporate material, job opening status. 5 ;Calendar invites are sent by K al fii le attachment. . ..... ..... ....... EI ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... .......... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-056 1 Provides a library of standard communication correspondence for! 5 Distribution via email. I I printing and distribution. I ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- -- — - --- ------- ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- - — - — — ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- - - i '2-057 [Ability to edit "sent from" email address for all automatically j sin ;Sent from email address can be modified for manually generated 'generated emails.emails. 1-----------F'-----------------.__.-.__------- ----------------------- ---------------------- — - — - — — ------------------------------------------ 12-058 Maintain multiple standard letters and allow for inclusion of I [candidate information. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... ..... ....... ..... .... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... . '2-059 'Allow overrides Yo text of standard letters. j 5 . ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 2-060 'Allow interface with ward processing application to allow import I or export of text. 5 Offer letters can be exported to PDF. ... ..... ..... ....... ..... ..... ..... . ..... ,------LRqtr—eLqcv. Checks Cade comments 12-061 1 Provide checklist for reference check process, allowing variance 5 'Recruiting steps can be configured. by job, department or other criteria. i - ----- ----- ------- ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------- -- 4 ------ 2-062 [Track results of references, allowing both formatted and free- Recruiters can enter results of references within the applicant's 'form responses. i inotes section. Notes are free form. .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . . !Salary Setting and Ap provalI Code - Comments ............................................................................................................................................................................................................................................................................. 12-063 [Track complete offer package; highlight and note rationale for i S I Rationale for exception to guidelines can be entered within the 'I exceptions to guidelines. applicant's notes section. .. ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... .. — ------- 112-064 Provide workflow and/or notification reminders based on policies for payment of bonuses Yo appropriate processes for payment 5 !Via UltiPro Business Intelligence Event Studio. approval i. e.; signing bonus, referral bonus, relocation expenses, etc. ... ..... ..... ....... ..... - - - - - - Ca m pu -q.Re lationis Comments .... ..... ..... ...... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ...................................................... 2-065 ;Track contacts with schools (wh o, how a n d when), competitor ;activity, recommendation s for future consideration and similar 0 information. - — ----- ------- .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... .. . . . . . . . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ...... . 4 2-066 i 'Employee Employee education can be tracked in UltiPro and reported on ;Track recent graduate employee participation and effectiveness. 5 - ----- ----- ------- ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- 'via UltiPro Business lntellqgence ......................... 12-067 i'Track school publicity options (such as Web page, school or local alumni events) and responsible party for potential 'newspaper, 0 !special (unplanned) contact. . . ..... ..... ........ ............................................................... . ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ......... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 2-068 Include schoal {recruiting office, program advisor, dean) on 0 distribution lists for appropriate Client communications. . ..... ..... .......• .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... . . . . . . . . . . . .. ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-069 1 Tra ck age, i n ve nt ory, source a n d costs of recruiting brochures or i other special materials. ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ---------- I ----------------------------------------------------------------------------------- Ca nd idate Fo I low- u p code Comments - - ------------------------------------------------------------------------------- --------- ----------------------------------------------------------------------------------- 2-070 'Track candidates of interest such as those who rejected an offer 5 or.. vol u nta ry te rm i n at i an. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... .. I .. ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ... . . .... . ..... ..... ..... ....... ..... Eagle County Functional Requirements- Ultimate Response.xlsx Page 15 2 - Talent Aquisition Exhibi G - Page 34 i. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... r .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... J 2-071 1 ;Historical notes and email correspondence generated via UltiPro [Track contact history (dates and results) and responsible party. •5 Recruiting will be retained. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... .. .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... .. i 2-072 1 Include candidates on distribution lists for selected communications. ------------------------------------------------------------------------------------ ----- ----- ----- ----- - ----- ----- ----- ------- '2-073 Contact candidates for referrals for appropriate ope n positions. 5 -------------------------— ----------- ;Applicant Recruiting 1 Code Comments .... ....... ... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... . 12-074 'Allows administrators to schedule interviews, notify interviewers 5 I of times, locations and topics to cover. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 2-075 'Distinguishes applicant/candidate status for internal or external • candidates. .... ..... ..... ....... ..... ------ i 'Access applications and resumes for a specific requisition 2-076 ion without having to change screens/databases. ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------ — — ------------------- ------------- 5 2-077 Applicants can be attached to more than one open requisition. I --------------------------------------------------------------------------------------- --- - ----- ----- — — ------- ----- ----- ----- ----- 2-078 ;Allow applicants who are qualified to be considered for multiple [jobs. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... .. .... . ..... ..... ..... ....... ..... '2-079 'Has history that consists of one candidate record with all the E associated recruiting activity regardless of the number of requisitions. .. ..... ............ .... ..... ..... ....... ..... ------ 2-080 'Stores resumes for future use by category, job title, skill, or other user -defined attributes. --------------------------------------------------------------------- ... ......-- ------------------- ----------------- Y081 I Allows applicants candidates to modify or replace their existing g i iresume. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ... . . ..... . ..... ..... ..... ....... ..... ..... ..... ....... ... . ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ....__..4 12-082 1 !Templates can be stored in UltiPro. The ability to store templates House interview question templates for each job 3 on an opportunity is on the roadmap for development. ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ............ ..... .......... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ............ ..... ..... ..... ....... ..... .... i2-083 I Hiring managers and recruiters can review pre-screened I [applicant/candidate . . ... ..... ....... 6 .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ... . . 12-084 `Hiring managers and recruiters can track applicant/candidate E ;status ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ------ - ----- ---- - --- ------- ----- ----- ----- - 2-085 Hiring managers and recruiters can schedule interviews -------------------------------------------------------------------------- -------------------------- ,2-086 =Hiring managers and recruiters can communicate with applicants/cand idates via e-mail .... . ..... ..... ..... ....... ..... ..... ------ '2-08..... ....... .... .... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... . . . . ..... ..... ....... ..... ..... ..... ....... 7 ;Hiring managers and recruiters can view Communication history 5 .. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... i 2-088 1 i Communications sent to the candidate will be viewable within 'Hiring managers and recruiters can report on communications 0 !the candidate's record. .. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ... . . ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... . 12-089 Mew multiple recruiter schedules . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ------ ------ . . ....... ..... ..... 12-090 Hiring managers and recruiters can view and print assessments i i between applicants candidates • 5 ----------- ----------------------------------------------------------------------------- L ---- - ----- ----- ----- ------- ----- ----- ----- - ---- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- - 2-091 =Hiring managers and recruiters can view and print S iapplicant/candidate'sjc)bhistc)ry, qualifications and resume . ..... ..... ....... .... .... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... .... . ..... ..... ..... . ------ 12-092 1 Hiring managers and recruiters can record interview notes 3 S . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ............ ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... 2-093 Hiring managers and recruiters can enter additional applicant S i V�nd idate information if needed . .... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... . 12-094 'Searches applicants candidates based on a variety of criteria (e. 1 1g., key words, location, skills, prior employers, zip code, and • -:metropolitan areas). -------------------------------------------------------------------------------------------- 4-- — ----------------------------------------------------------------------- 12-095 Has embedded workflow for approvals based on company - defined process including requisition approval, offer approval, 5/3 1 Offer approvals are on the roadmap for development. E mand new hire approval. .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..................... ..... .. ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... i .......applicant/candidate..... ..... ..... ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ... i 2-096 Allows users to attach documents to an record. . ..... ..... ....... 2-097 Provides Web -based data colIecrion for jobseeker u sers (both ?employee and non-employee) ----------- ----------------------------------------------------------------------------- ---------------------- '2-098 'Allows administrators to create behavioral interview question i kets per job opening . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... .... . ..... ..... ..... ....... ..... 2-099 IAllows administrators to determine which fields are required for .completion by applicant candidate and/or recruiters hiring j 5 i managers. j__...__...__....._ .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... . .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... '2- 100 ;Allows administrators to establish access levels in the system by E ;role (i.e., administrator, recruiter, hiring manager). •. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... . 2-101 1 increments requisition numbers automatically or entered !manually. 5 I Automatically. L__H_Hr� - ----- ----- ------ Eagle County Functional Requirements- Ultimate Response.xlsx Page 16 2 - Talent Aquisition Exhibit G - Page 35 1-i-yi; ... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... 'Allows users to enter and access secure .Notes... 1 5 , I ... ..... ..... ....... ... . . ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..-party s 12-103 Ontegrates with third -party services including. criminal1 h I 5 Standard integrations are available with Hireffight and OutMatc background check, drug testing and assessments. ... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . .. ..... -- .... .. 12-104 Allows applicant/candidate to choose if he/she would like to be i i ;alerted when a future position becomes available based on j 3 Search agents are on the roadmap for development in 2017. ;,qualifications. .. ..... ..... ....... .... ..... ..... ....... ..... ..... . . . . . . . . ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... .... . ..... ..... ..... ....... ..... ..... .. 12-105 Generates offer letters containing all compensation options to [applicant/candidate . ..... ..... ....... .... ........................................................................ . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . .......... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-106 'Generates reports on all fields that exist in the database. 5 . . ..... .... ..... ..................... ..... ..... . ..... ..... ..... ..... . ..... I ...E......m ........p....l..o......y......e......e.. .. ..self .. ..S...e.. r..v...k...e.. ..... ..... . ..... ..... ..... i ..C...o.de i Comments i2-107 iEmployees can view open jobs. 5....... '2-108Employees can apply for open jobs. 5 - ----- ----- ------- ---- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- ----- ----- --------- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- ------- ----- ---- 2-109 Employees can forward open jobs to their network. 5 Via Twitter. --------------- Ma nage r self Service Comments '2-110 i Begin requisition process to create job openings 5 . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ... . . ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... . ------ . ..... ....... ..... ..... ..... ....... ... . . . '2-111 'Managers can submit offer letters j 5 . ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 2-112 'Managers can begin New Hire process 5 .. ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 2-113 .Managers can begin and manage OnBoarding process . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . K . . .. ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... 12-114 i Provide ability for supervisor to review all candidates approved Yes, UltiPro provides the ability for supervisor to review all by HR and/or labor for requisition and status of each. Allow for candidates and status of each. A recruiter can send specific [flexibility where HR can limit which candidates are available for a 5 'candidates to the hiring manager to view via email functionality hiring ma nager to 'view' such as a select group, selected I within UltiPro Recruiting; however, limiting which candidates are individuals or all. available to view from within the solution is unavailable at this ;time. I System Spec ffications Code 1 Comments .... ..... ..... ....... ..... ..... ..... .. 2-115 .Via Linkedin and eQuest. UltiPro Recruitingwill always auto -post iinterface to Job Boards -which ones? j 5 1toyour Careers page on your website and internal careers page via UltiPro. — — --------------------------------- --------------------------------------------------------------------------- 12-116 iStandard integrations are available with HireRight . Integration W! Interface for Background Checks -which ones? 5 'alternate background check providers is on the roadmap in 2017. . ..... ..... ....... .... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... ..... ..... ..... i .... . ..... ..... ..... ....... ..... ..... ..... ....... ..... ..... ..... . ..... ..... ..... ..... . ..... ..... ..... ....... ..... ..... ..... ....... ..... .... 12-117 1 i 'Standard integrations are available with OutMatch . Integration Interface to Pre -Employment testing - which ones? 5 to alternate assessment testing providers is on the roadmap in 2017. ..... . — - — ----- ----- - ----- ----- ----- ----- - ----- ----- ----- ------- ----- ----- ----- -- Eagle County Functional Requirements- Ultimate Response.xlsx Page 17 2 - Talent Aquisition Exhibit G - Page 36 ............................................................................................................................................................................................................................................................................................................................. 13 - Position ControlsI — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Vendor Response — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Cod Requirement Comments . . ......... . . ...... — -- — -- — -- — -- — -- — -- 1 Item #'Position Management ...................... . .................................................................. --......-- . . . . .. . . ......... . . ......... . . ......... . . e - — --- — ---- -- — --- — --- — --- — --- — --- ---- — --- 1 . . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. J i3-001 'Provides position management reports by different 1----.......__ I organizational levels. 1 . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 3-002 ;Tracks headcount a nd full time equivalents (FTE) associated with . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........ 5 By job codes. position s. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 3-003 ;Tracks multiple position assignments for an employee. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ' .Calculates S - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 3-004 FTEs in multiple ways..____.......____.......____.......____.......____ 1 ays. ----.-.---4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... 3-005 !Stores unlimited history of changes recorded to the position - - --- _-------- Ultimate Software will never ask your organization to delete, record. archive or purge any data -job history is available indefinitely. ....... . . ......... . . . . . . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -4 . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . 3-006 'Tracks unlimited history of changes to employee position 5 1 Ultimate Software will never ask your organization to delete, I i assignments. I archive or purge any data -job history is available indefinitely. EE ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - 13-007 Records information for replacement planning, indicating - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - ! Via UltiP ro Succession Management possible new positions for employees ----- ----------------------------------------------- -----3-009 !integrates with recruitment and staffing feature for establishing requisitions. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... 5-009 IiSupports the generation of organization charts based on position . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . S "reports to" hierarchy. - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- J3-010 'Tracks status of position approval. -1 ....... . . ......... . . ......... . . ........ — -- — -- — -- — -- 3-011 1 Allows overstaffing for positions. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . i S . . . ......... . . . .. . . ......... . . ......... . . .... - --- — --- — --- — --- — --- — --- 3-012 1 Prohibits assignments to a position if overstaffing is not allowed. ---------- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - 1 5 1 Positions can be configured to allow or not allow overstaffing- - ------- - - ---- --- - --- ... I ------------------------------------------------------------------------- 13-013 ;Allows position codes in the GL distribution. 5 1 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ ....... . . .... I .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... '3-014 !Allocates employee pay by GL distribution automatically. - - - --------- - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - distribution - --------- - - --------- - - --------- - - --------- - - ------ ------- - - ---- ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - . ... . ... . ... . ... 3-015 position number manually or automatically. 5 Manually via platform configurable field. _'Assigns I. . . ......... . 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... ... . . . . ....... . . . . .................................................... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ......... . . . . ....... . . . . ....... . . . . . '3-016 !indicates budget period. Via platform configurable field. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . .. . .. — - - — -------------------. -- ------------------------------------------------ - --- — --- 3-017 Maintains budget by including dollars, hours i approved position and FTEs 3-018 !Tracks current budget accumulators and provides on-line views. .... . . ......... . . ......... . . ........---- 1 5 R e port i n g. 13-019 Tracks budget variances. — -- — -- — -- — -- ;Via i......- lViaReporting. -- — --- — --- — --- — --- — --- — --- — --- — --- — --- 3-020 Maintains multiple budget plan years on-line. -_ ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - — - -------_4-----J I S Current - - and Previous - -- - ------------- - --- — --- — --- - -------------------------------------------------- 3-021 standard reports that assess budgeted vs. actual FTE's and dollar amounts. 1 5 'Via Reporting. Z ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - ---------- 3-022 System has standard position management reports ' 0 No; however, reports can be configured using UltiPro Business s ness Intelligence. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- 13-023 'system has full complement of position based reports (please — - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - -- 1 For examples of our standard reports, please seethe Reporting i include these in the sample reports) ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . 0 1 and Ana lytics with UltiPro document. 74Position costs should be allocatedby%as n e30eded. 0 ......................... - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13-025 Competencies can be tracked by position I Byjobcode. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 3-026 1 Allow authorized HR users to capture and maintain record of valid job classifications including a job title, salary entry, mid and S market and a unique identifier for each classification - - - --------- - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ 3-027 1 Allow authorized HR users to capture and maintain job classification State Worker's Comp Code and FLSA category ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ -- --- — --- — --- — ------------------------ — --- — --- — 3-028 ;Allow authorized users to record and maintain position allocations to Funds, Cost Centers and Projects, validating that S 'the allocation is within a single company/ bank account ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . ...... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... P-029 ;Allow authorized users to'globally' update position allocationsto I Funds, Cost Centers and Projects ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... .... . . ....... --------------------------------------------------------------------------------- i 3-030 ~Allow authorized HR users to'globally' update pay ranges f or job classifications, by cost center and other filtering criteria, or adjust 1 5 pay range of specific classification ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 3-031 Allow authorized HR users to capture and maintain record of . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . . valid job positions, and budgeted FTE, by department cost 5 center- - - - - ------- - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - 13-032 !Allow authorized HR users to capture and maintain data for i i position -related details including grade, exemption status, EEO S code, ....... . . ......s...a.l.a . ....y...,. j. .o..b.....f..a . .m...i..l.y...,. .s.u....p....e.r. v...i..s..o.. .r ., .t...e....r. m. . . ..date . ......... . . ....... . —. . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........ ----- Eagle County Functional Requirements- Ultimate Response.xlsx Page 18 3 - Position Control Exhibill: G - Page 37 .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 13-033 1 Capture New position classification requests from Budget Office, I e.g. description, salary range information and supporting 1 0 'documents ....... . . ......... . . ......... . . .......--------------------------------------------------------- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13-034 capture position re-classification requests from Department I 0 Heads or designee, with attached supporting documents ...... . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 3-035 Allow authorized users to route new classification Job Description . ....... .. .... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- : to Department Head for review and approval 1 0 .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 3-036 'Tra ck n umber of incumbents in a position and alert user when a . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. An alert can be sent via UltiPro Business Intelligence Event '5 hire event causes an overfill condition Studio. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... .......................................... . . ......... . 3-037 Allow authorized users to view and print exception report, by Dept., where Actual position FTE exceeds Budgeted position FTE, . ....... . .... . S Via UltiPro Position Management and Business intelligence position and effective date information reporting tools. .. . . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... 3-038 Ilow authorized users to view and print exception report, by __!—S-Tx�, ..... . . ......... . . ......... . . ...... — --- — --- — --- — --- — --- — --- a U I ti P ro Position Management and Business InteIIigence 1__ - of positions filled by more than one ; ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. I reporting tools. ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- J 3-039 Allow authorized users to view and print exception report, by 1 :Via UltiPro Position Management and Business Intelligence Dept., of positions that are under -filled, i.e. new -hire S 1 3 reporting tools. classification less than position -- - — ------ - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Job Descriptions Kode: Comments .. . . . ... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 13-040 . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... — --- — --- UltiPro allows for positions by integrating various elements of job information — such as salary grade or pay scale, EEO category, worker's compensation code, working environment, knowledge requirements, skills, licenses/certifications and essential functions — with organizational information to define the unique Icharacteristics of your organization's positions. :With UltiPro, you can - lo View all of the positions established and thetotal number of :current employees for your organization. 1 - Access the number and types of open positions within your I S lorganization. Track information on budgeted salary and hours by position and by fiscal year. i - Automatically reset all active positions from one budget period Ito the next. I I Calculate and compare actual to budgeted headcount (TUH-Tirne equivalents), hours and salary costs. lo Accommodate variations in position assignments, such as I multiple employees sharing one position or one employee filling I I multiple positions. Provide Position Control ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . .. . . ......... . . ......... . . ......... . . .... ------— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 4 3-041 :Provide workflow capabilityfor managing thejob description j j Job descriptions can be modified within the UltiPro Jobs Business process. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... Rule by an authorized user. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- 13-042 'Maintain online job description forjob postings, inquiry and update by HR, supervisors and other designated parties. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - 3-043 - - - --------------------------------------------------------- I ---------------- . ... . ... tmease information ;Maintain descriptions for specific and gen eric jobs with cross I provide additional to your Business 5 j Development Manager and Solution Expert regarding cross I references. reference requirement. ...... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......- 3-0"- 1_3-0, "---'Provide method to link descriptions of specific and genericjobs :jobfamilies. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... ....... . . .... .... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13-045 Provide user defined templates for developing descriptions with I 1 0 prompts for.required information.:__... . . ......... . . ........ . . ......... . . ......... . . ......... . . ......... ......____...I...____......____ — --------------------------- --- — --- — --- — --- — --- — --- — --- 3-046 :Provide for multiple types of job information including responsibilities, skills, education, certifications required, physical ability requirements, safety equipment required, health risks and I other workplace considerations. - - - --------- - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — ------ - - ------ ,3-047 'Provide method for comparing proposed job description to -------------------------------------------------------------------------------------- others, highlighting differences that appear unreasonable, such I 5 Via reporting. as higher education requirement. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 3-W Maintain related code information with descriptions, including .. ....... . . .... I rationale (EEO code, salary structure, etc.) and allow for updates. --- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagle County Functional Requirements- Ultimate Response.xlsx Page 19 3 - Position Control Exhibi G - Page 38 ,___......... _,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --,...... 13-049 Track all changes in job descriptions, noting those that required -......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ' Yes, changes tojob descriptions can be applied via the Jobs 1 Business Rule. A field to note that a job code required re - Job re-evaluation and those that did not. job I --- - - - - - - - - - - - --- evaluation does not apply. --r..____.......____.......--- ____----------------------- - - - 3-050 Allow jobs to be active or inactive; retain information for selected i S inactive jobs. 3-051 ! Allow HR users to eliminate/ and or inactivate position S ' HR users can inactivate a job code. ------------------------------------------------------------------------------------___---____---__. ..- --------------------------------------------- — --- — --- — --- — --- — --- ---- 3-052 ! Assign a compensation code to each job, but allow different code ? ; 1over-ride based on location, work group or other qualifier. ------ ....... E -- ------ ----- ----- ----- ----- ---- ' 3-053 Provide reportinglanalysis capability for all job description S ' i information. 13-054 'Support online routing of job description information for periodic ! 0 or on -demand review. --- -------TJob Evaluations ---------------------------------------------------------�de _ _ _ i ----- --- --�----- --�----- --�----- �mments—--- --�----- --�----- ------- ------- I--- -------4....._............._............._............................_............._............._......._............._............._............._............._............._..... ' 3-055 •. '3-055 .__-{ ____----f-------------------......................................................................................---------........._............................---- Any document file type can be stored either at the employee Maintain electronic file of supporting documentation for the 5 level or company level. There is neither a restriction on the file evaluation.type nor number of documents; however, individual file size is ---------------------------------------------------------------------- 3-056 Track specific evaluation criteria scores (such as Hay Points or I I limited to 10MB. ` 1 -......... platform configurablefields;however, please provide competencies] and overall evaluation for each job. ? S+Via additional information to ensure an accurate response. �—__..1------------- ----------- ----------- ----------- ----------- ----------- ----------- ---_---- ----------- ------------- ----------- ----------- __� 113-057 :!. Allow multiple types of evaluation criteria. Q ___.....____......._--......... __......... __......... __......... __......... __... 3-058 ! Yes, FLSA status is tracked in the Jobs business rule. A document Track FLSA status and rationale for borderline cases. S can be stored either at the employee level to track rationale for borderline cases. ` .....___ ......... __......... __......... __......... __......... __......... __......... __......... __......... ___.......____... - 3-059 Generate incumbent information for generating individual --------- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- - compensation changes based on new job evaluation, forward to S supervisor for review and adjustment, then update employee ] 'records. ....... __......... __......... __......................... __.......____.......____....................................................................................__.4......____......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.........____.......____.......--- Salary Budget ,code Comments = 1...----------------------------------------------------------------------------------------------- —�__..._._..--- ._..--- ._..--- ._..--- ._..--- ._..--- ._.. --- ._..--- ._..--- ._..--- ._..--- 3-060 Allow authorized HR users to define Salary Budget access control I I parameters that restrict users to appropriate information, e.g. by S E Department, Fund, Cost Center, etc. ____.......___a.................................................................. ............. ............. ............. ............. ............. ............. ............. ............. .....i......____..i................._------- [ --- ------- ------- ------- ------- ------- ------- ------- ---- --- ---- --- --------{ 3-061 ;Allow authorized HR users to set global salary budgeting [ parameters for a specified calendar year, e.g. merit %, merit dollars I [ ...... 13-062 :Allow authorized HR users to record and update approved salary -......._---. --......... --......... --......... S I budget fora specified calendar year ] --....--......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- { 3 3-063 Automatically monitor a position's Grant budget to actuals and expiration date, and notify employee's supervisor via email that S !funds or expiration are approaching user -defined threshold ; -;......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____...._--� ---- l -__ ......... __......... __......... __......... __......... __......... __......... __......... __......... __........... --------- ---- --- �{ 3064 i Enable recording and tracking of position's Grant budget S [ _ allocation and expiration date _ _ _ _ _ _ - - - - - - - ------------------------------------------------------------------------------- 3-065 Allow authorized users to perform 'what -if scenario budget analysis, e.g. input Merit increase rate, generate reports to S Via UltiPro Compensation Management and reporting. enable analysis of impact on budget - --------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ---_..... 3-066 Allow authorized HR users to include approved supplemental _ ;funding amounts in a department's reported budget1--..—LS --------------------------------------------- 3-067 Route Salary budget reports to appropriate department users and I allow authorized users to notify HR of any corrections, e.g. data error, missing PAN; issue auto -reminders to department users to € I 1 j complete budget review and approve salary budget -__-__-__-__-__-__-__-__-__-____1...____-_L____- [ --- ____--- ____--- ____--- ____--- ____--- ____--- ____--- ____--- ____--- ______________� Eagle County Functional Requirements - Ultimate Response.xlsx Page 20 3 - Position Control Exhibit G - Page 39 . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 4 - . . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. ... . .... . .... . .... . ..... — ---- — ---- — ---- — ---- — --- — ----- — ---- — -------------- — ---- — --------------- — ---- .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... ---------- . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Vendor Response I I Requirement ICod Comments I I e I . . . . . ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . .... — ----- Item . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. # 1Hirfn ------- ---- — ---- — ---- — ---- — ----- — ---- — ---- — ---- HR and manager new hire rehire checklist ability, by position — ----- ---------- — ---- — ---- — ---- — ----- — ---- UltiPro On boarding, steps can be assigned, but this is not a task 1 [with check -off ability as tasks are completed (for example, offer _71n '5/0 1 list/checklist management solution. :letter ha s been sent a nd received). . . . . . . . ........... .................... . . . . . .....— ----- — -----4-4 --- - ----- - ---- - ---- - ---- - ---- - ---- - ----- - ---- 4-002 i Provides ability to automatically notify other areas of !organization of new hire (security, payroll, etc.) . ........... & . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . — ---- 5 . . . .......... --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 4-W3 'I Provides ability to automatically notify new hire of activities they I need to complete and remind them if they don't do them in a 1 5 timely manner. . . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 4-004 1 Manager is prompted to assign correct property to the employee. . . . . ........... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . .... — ---- 1 5 1 - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- I! 4-W5 'Ability to enter new hire before start date (effective dating) - - - - ---------- - - - ------------- - - - ------------- - - ------ - - - ----------............... without having to go back in to the employee record after effective date to add /update information (i.e. time off policies, 5 accruals) and new person will not appear active until effective start date. . . . . . ......... . --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- �-d. OnBoarding e Comments ,4-W6 Ability to predefine workflows and workflow tasks that vary ----- 1 5 1 By job. according to the position being filled. ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . .......... 4-007 'Ability to delegate a proxy or change the owner for any specific . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. task. .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 14-008 'Ability to track expected lead times vs. actual lead times to assist . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 1 in planning (e.g., to determine the lead times for telephone 5 =provision is 72 hours). -- - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- 14-009 Ability to output a well -formatted completed form to hard copy -- - - ------------ - - - ------------- - - - ------------- - - - ------------- - - - - . .... . .... — -------- - - - - - ----------- - - - - - ------ . .... 1 5 1 print. ----------------------------------- — ---------------------------------------------------------------------------------------------------------- 1 4-010 'Ability for hires to return and update or correct their information — ---- — ---- — -------------------- ................ 4 5 -after the initial submission. I i I ..........;Ability........ . . . . . . ....... provide . ......... . . . . ........... . . . . . ....... . . . . . . ........... ..... . . . . ...... ---- . . . . . .......... 4Z11 to pro task response an status via email reply. . ............. . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ............ . . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- . . . ........... . . . . . — ---- — ---- — ---- — ---- . -4-012 -Ability to measure the performance of the onboarding process. 5 i . . . . . ........... . .......... . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ...... ,4-013 'Ability to vary the onboarding process workflow according to . . . . ........... . . . . . — ---- — ---- — ---- — ---- . . . . . . ........... . . . — ---- Customers have the ability to create multiple onboarding ! Multiple candidate and position factors —employee type, processes to take into account anew hire's details such as 'business unit, job function, country and state, etc. . . . ............. . . . . ........... . . . . ........... . . . . .... ........ . . . ............. . . . ............. . . . ............. . . . . ........... . . . . . I -employee type, business unit, job function, location, etc. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . .. — ---- 4-014 E'Abilityto monitor the overall status of the onboarding process, S 1providing a clear indication of "new hire readiness." ....... --- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------------------- 4-015 ;Ability to make completion of one task a firm prerequisite to the i — ---- — ---- — ---- — ---- — ---- — ----- — ---- 5 [initiation of other tasks. 1 I -------------------------------------------------------------------------------------------- [ 4-016 'Ability for the hiring manager to enter all required data on behalf -------- 5 1 of the contingent worker. - ------- - - - -'F---- - - - - - ------ - - -- -- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----- - - --F--- i 4-017 Ability to pre --populate form fields using data provided by unified - ------- - -------- - -- ; 5 Recruitment. ---------------------------------------------------------------------------- 'Ability F -------- . . ........... . . 4-018 to brand the forms and pages seen in the new hire portal i or page flow. - 5 - - - - - ----------- F -------------------------------------------------------------------------------------------- 4--019[Ability to automatically notify other areas of organization of new -------- ---------------------------------------............................---------- -- -----------4-019 i :hire (s e cu r ity,. payroll , etc.). 5 . . . . . . . . . . ........... . . . ............. . . . . .................... . . . . ............. . . . ............. . . . ...... — ---- . ..... . . . . ........... 4-020 'Ability to close the requisition tracker — does the new hire . . . . .......... . . . ............. . . . ............. . . . . . . . . . ........... . . . . ....... — ---- . . . . . ............. . . . .... — ---- 5 The opportunity can be created to close automatically. automatically close the open requisition? . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . .. . . ......................... . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . .......... .. . . ........... . . . . . ...... — ---- — ---- — ---- . . . . . .. . . . .— ............... ---- 4-02 1 -Ability to facilitate automation of new hire paperwork collection i 1Iyt 5 i and new hire responses. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ... — ---- . . . . . ........... . . . . ...... •:4-022 4-022 All ows for new hire "wizard" for easy processing of new hire . . . .......... . . . ............. . . . .... — ------------ ....._--------------_..........._____....____---- ----..........................----- inform ation 5 . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . . ........ . . . . ........... . . . . ........... 4-023 Ability to click a button to hire the person, and data Is . . . . .......... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- E E automatically routed to payroll, benefits, and other applicable 1 5 1 'areas. - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - --------- - - - - - ----------- - - - - - Eagle County Functional Requirements - Ultimate R esp onseA sx Page 21 4- On Boarding Exhibit G - Page 40 i. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... i 4-024 1 Ability to interface empIoyee's 1-9 to e -verify for United Sta tes. . . . . ........... . . . . . •.. . . . ....... . .. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . I S I---------- F -------------------------------------------------------------------------------------------- F -------- ---- — ----- . .... . .... . .... . .... . .... . ..... . .... 4-025 ;Ability to generate acceptance email notice/workflow notification 1 to hiring manager, with start date. 5 - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - - — - - - - ------------- - - - - ----------- - - - - ----------- 4-026 -h as W-4, 1-9, employee Ability to include range of documents, such - -------- --- — ----- . .... . .... . .... . .... . .... . ..... . .... 5 agreement, non -compete agreement, etc. ............ -- - - -- -----------------------------------t-------- 4-027 i Ability to provide electronic new hire packets, with ability to --- — ----- . .... . .... . .... . .... . .... . ..... . .... I ;attach. 5 3........ 4 -------------- — ---- — ------------------------------------- — -------------- 14-028 [Ability to deliver employment eligibility verification, with -------- - — . .... . .... . .... . .... . .... . ..... . .... automatic status update and validation noted in employee 5 1 ----- Profile. — ---- — ---- — ---- — ----- — ---- — ---- — ---- __L . . . ..... L --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 4-029 Ability to print a new hire package for candidate's signature as I [well as workflow to generate appropriate pre-employment forms '1 5 '1 I I i to be sent to the candidate. I I ; . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . .... — ---- — ----- . . . . . ........... 4-030aetu rt."electronic sign natureon al I new h ire paperwork. . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . . . . . . . ........... . . . . . ....... — ---- 5 - - -----•r-------------_............................................................................ . . . . — ---- — ----- — ---- Post Offer and Pre -Employment Steps Cod Comments . . . . . . ........ . . . . ........... . . . . . . ....... . .......... . . . . . .......... . . . . . ............ . . . . ...................... . . . . . . --------- ,4-031 . ... . ..... . .... . ...... --- — ----- — ---- 'Standard integrations are available with HireRight. Integration to 'Track completion of pre-employment tests based on job alternate assessment testing, background checks or drug testing requirements or other criteria. 5 providers with API connectivity through Web Services are . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 4-032 route requests for background checks for pre- currently on the roadmap for release in early 2017. .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . [Automatically 5 I Please see above. Idetermined positions. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 14-033 ';Automatically . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. receive results from background check from 5 Please see above. vendor and store in system. ----f,'e' ----', '-_`--,---_-- ',------------------------- [ — ------------------------------------------------------------- e Rejection offer Acceptance ejectio...n.. 1 1 I e -c-c--e .ptan. .c . . . . . . — ----- — ---- — ---- — ---- 4034 'Track receipt of candidate acceptance / reject letter. ...................................................................................................................................... ----- ----Comments — ---- ---- ---- --- ----- — — — — — .....................-----...........................................------------------ 14035 -Track hire . date . . . . . ........... . . . ............. . . . . ........... . .. . ........... . . . . — ---- — ----- — ---- — ---- — ---- . ..... 4-036 Close requisition for hire. — ---- — ----- — ---- — ---- — ---- . -- — --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- --- - ----- - ---- - ---- - ---- - ---- - ---- - ----- - ---- 4-037 'Automatically notify non -selected candidates. . . . . . ........... . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . .......... I . . . . ............. . . . ............. . . . . ........... . . . . ........... 14-038 Retain information for candidates who rejected offers for future . . . . .......... . . . . ........... . . . . . — ---- — ---- — ---- — ---- — ---- ................ conta ct. 5 t----...........---_.................................. . . . . . — ---- — ----- . . . . ............. . . . . ........... . . . . ........... i . --------------------------------- Cod Manager Self-Seryice Comments --------------------------------------------- — ---- — ----- — ---- — ---- — ---- _4-- - -e -------- — ----- — ---- — ---- --- — ----- — ---- 4-039 Manager can initiate new hire process 1 5 1 . . . . . ....... ..... . . ........... . . . . . . .............................. . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... 4-040 Manager is involved in OnBoarding process ............ - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- . . . . . . .......... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 5 - - - ----------- - - - ------------- - - - ------------- - - - ------------- - - - - -- . .... . .... . .... . ..... . .... Eagle County Functional Requirements - Ultimate R esp onse.xi sx Page 22 4- On Boarding Exhibit G - Page 41 -----...........-----...........------.........------.........------...........-----...........-----...........-----...........------.........------.........------...........-----...........-----...........-----...........------.........------.........------...........-----...........-----...........-----..........._, 5 - Organization ; _.-.-.-._____.-.-.-.-.-.___-_.____..____.____..____.____..____..____----------------------------------------____..____ —___..____.._____..____.._---.-.-.-.-.-.----_.____..____.____..____-.-.-.-.-.-.-----.-.-.-.-.______..____..____ � €-............. ----........... --- .........----........... ----........... € Enterprise Structure:€ ------ ......",------ ......", ------ .... Vendor Comments , Organization: -----............------......._------------------------------------ I I _ - - - - UltiPro can create organizational charts based on individual manager, Explain how you create Organization Charts. € and/or your entire organization. These charts can be viewed in UltiPro 1 i or exported in several different file formats. t : i --- ............. ----........... ----........... ----............. ---............. ---............. ---............. ----........... ----........... ---............. ---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. -Employees have a one over one relationship with their Supervisor. Each i employee record lists the supervisor name; however, through security ;Describe how you maintain associate "reports to" data. mand role configuration, managers can have multiple levels of [accessibility of direct and indirect reports. For organization charting, UltiPro uses the supervisor field to show the employee's immediate €manager. [ UltiPro is designed to handle any size organization from 200 to 120,000 + employees. Our product is flexible to accommodate organizations ;Describe how you handie/manage large reorganizations. [needs and requirements. How the organization is brought into UltiPro is :managed on a case-by-case basis depending on what best suits the i situation and is managed by a special project team^ ------_ _ ------ --- - _____----------- How many levels of organization structure do you have? - - - ............. — T-------- — 4 = ---------------------------------------------------------------------------------------------i - - - - - - ?-----------------------�---------�-----------�------------------------------�---------�----... -----------------------------------------------------------do — — Ven Response_..........._____...........-----...........-----... Rem Re-�------uirement Cod Comments # :Enterprise e _ _ _ Structure - _....... - - - - - - - ---- —----- —---- —---- ----- - : ...-.-T --- -�---�------ --�------- --�--- ---- - - _....._.---- -�---�------ --�------- - --- —----- —---- —---- —---- —---- —---- —----- —---- ' 5-001 [Supports multiple companies in one database 5 --............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. ----........... ----........... 5-002 'Supports individual taxfilings by EIN5 -•--............ ---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. _ f---- 5-003 [Provides capability to view all employees simultaneously - .._.----............. ........... ........... ........... ........... ...._........ ............ 5 regardless of El association or separately by company or division € >---------------------------------------------------------------------------------------------------- •; 5-004 ? Reports on all EI Ns without having to consolidate data ---............. ............ ........... ........... ........... ........... ...._........ ............ [ 5 ... ----........... ----............. ---............. ---............. ---............. ----........... ----........... 5-005 :Reports on actual from check history -•--........... _---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. I 5 >------------------------------------------------------------------------------------------- 5-006 Provides for client defined organizational levels ;----------- .... ............. ............ ........... ........... ........... ........... ...._....... . � 5 5-007 Provides Web portal communication to all people in the r..........---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---........... ' 5 lorganization --___........... ___............. ____........... -------------- —---- —----- ------ ---- ------ ---- ---------- - --- —----- ---------- ---------- ---------- ---------- —---- —----- ---------- 5-008 € Provides Web portal communication to a specific company 5 5-004 € Provides for the posting of company specifics, such as policies -------- ---- _ 5 and forms, in the Web portal ' .--�---------�------- _�-__..____ employee searches..y...........___-- 5-010 Provides. --- �----�---�--------�---------�--------�---------�---------�---�------�---�--------�--- ---- - -7 5-011€ - Employee Number _ _ ......____...........______.....______.....______.......--------------------------------- 5 ---------- ---------- ---------- ---------- ------ ---- ----------- ---------- 5-012 ` - Last Name & First Name _ _ - - _ _ . € 5 _ 5-013 Y - Organizational Level .______.........______........�---__..........._____.._____-------------------------.......... 5-014 - Company -------------------------------------------------------------------------- ...... ' 5.. _ - - - - - - - _ - - 5 ---5 --------------------------------------------�----------------------- 5-015 j -Location 5-016 - Status -- ........... ----........... ----............. ---............. ---............. ---............. ----........... -----......... --5...__...........-----...........-----...........------.........------.........------...........-----...........-- ........... - � ------------------------------......................�..._.,....................................... _ 5-017....__ Job... ... ----........... ----............. ---............. ---............. ---............. ----........... ----........... - ..........................................................�..._.,...... ........... ; t-- 5 ....... :---............. ---............. ---............. ----........... ----........... ----............. ---............. 5-018 - Pay Groupi 5 5-019 - Department Manager5 , : ............_----...........------.........------.........------...........-----...........-----...........-----...........------.........---- ......... j 5-020 I ---...........---........_ {_............. ---............. ---............ ----........... -.--............. ---............. --j-.......---- ............. 'English US, UK, Canada and French Canada, France), Spanish, 1 :Supports multiple languages 5 'Portuguese (Brazil), Dutch, German, Italian, Swedish, Danish, [Filipino (Tagalog), and Malay. More languages are being iconsideredforfuture release. - 5-021...Supports multiple currencies ........ ___............. ___............. ___............. ____........... ____........... ___5 fVia UltiPro Global HCM__........... ____........... ____............. ___............. ___............. ___............. ---------F--------------------------------------------------------------------------------------------F-- Organization Structure `------------------------------- ' Cod e Comments -....._.---- ----------- ---------- ---------- ------ ---- - 5-022 I Provides an on-line organization or report to chart. - r -----------....______.........______.........______...........___-----------------------, i 5 UltiPro can provide the report containing the hierarchy structure. 5 423 `Establishes new organization entities...e..compan.... cost ____......... ___........a __...........____............. ___............. ____........... ____........... ____............. ___............. ___............. ___.............. i centers, etc.) without vendor professional services. _......... _____----- ---------- 5-024 'Adds/changes organization entities and easily transfers associates! i UltiPro provides wizards for changes throughout your 1within and/or across entities (including companies). 5 i iorganization and from company to company. -........... ----........... ----............. ---............. ---............. ---............. ----........... ----........... 5-025 Manages organization restructuring including position control ----.......... ..... ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. UltiPro provides position management and compensation land salary changes. 3_____....._____.....______....______....______....._____....._____....._____.....______...._ management. ' ___............. ___............. ___............. 3 Eagle County Functional Requirements - Ultimate Response.xlsx Page 23 5 - Organization Exhibit G - Page 42 . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ........... . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ........... . . Cod i i Organization Charts _-----— - - - - - — e Comments — ----- ---- — ---- — ------- — ---- — - - - - ------------- - - - ------ -------- - - - ------------- - - - - ----------- - - - - 15-026 Provides ability to export data to an organizational charting i ------ — ---- — ---- 1 5 application. - - - - - ------------ - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- I -- ---.5.-------,............ -----. .... — -- - - - ------------- - - - ------- - 5-027 Provides a standard employee export that provides data in the 1 1 i required format - - - - - ------------ - - - ----------- - - - - - - --------- - - - - - - --------- - - - - - - ----------- - - - - - ----------- - - - - - ----------- - - - - - ----------- - - - - - - --------- - - - - - - --------- I I - - >------ . ..... - - ----------- - - - - - .............................. .5-028 'Generates organization chart without requiring the user to make 5 i I any changes. I I I . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5-029 Provides ability to create more customized export templates. . . . . ......... . . .......... . . . . . ...... — ---- — ---- . . . . . ............. . . . ..... — ---- 5 Ni.a Business Intelligence. . ........... . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . .......... . ................... . . . . . . ............ 1 5-030 [structures the organizational chart based on the reporting .. . . .......... . . ...... . . . . . ........... . . . . . — ---- — ---- . . . . . . ........... . . . . . ...... — ---- 5 :relationships defined for each associate. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ... — ---- — ---- --------- is -031 1 provides the ability t o establish expo rts to create organization ------- T --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- charts f or: — ---- — ---- — ---- — ----- --I'll ----- — ---- — ---- — ---- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 5-032 1 Com pan ies. I . . . . . ........... — ---- — ---- ---- 5-033 Locations — ---- — ---- — ---- . . . . . . ......... 5 1 — ---- 1 f5—j --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- ----- 5-034 Pay groups . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ......... . . . . . — ----- — ---- — ---- — ---- — ---- — ---- — ---- — ---- — ---- i 5-035 Departments within company 5 - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - --------- . .... — ----- - - - - ----------- 5-036 Tracks open positions in the organization chart. - - - - ---------- --------------------.- - - - -- . .... — ------- - - - ------------- - - - ----- . .... 5 . . . . ............. . . . . ........... . . . ...... . . . ............. . . . . — ---- — ---- ----- ... .M i Cod -------------------------------- i anage r Self-service ----- — - — ---- — ----- — ---- — ---- - --- — ----- — ---- — Comments_ --- — ----- — ---- - - - ------------- - - - - ----------- - - - - ----------- - - - - ---- 5-037 Update organization information (e.g., department, division, _e-. -- 5 supervisor). - - - - - - ----------- - - - ------------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- -- - - ------------ - - - ------------- - - - ------------- - - - ------------- - - - - -- . .... . .... . .... . ..... .... . Eagle County Functional Requirements - Ultimate R esp onseA sx Page 24 5 - Organization Exhibit G - Page 43 ................................................................................................................................................................................................................................................................................................................................ 16 - Human Resources[ — ---- — ---- — ----- — ---- — ---- — ---- — --- — ----- — ---- .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . ---------- . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Vendor Response I item II Requirement I Cod I Comments # I I . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... .. . e I . . .......... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ....... Human Resources - - -------- - - - - ----------- - - - - — ---- — ---- — ----- — ---- — ---- — ---- --F-- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6-001 11 s this system integrated with the payroll system? 5 ... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . . ......... 6-002 'Solution is flexible enough to be either position -based —that is, it . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. I I I reflects the fact that positions report to positions or employee I Please provide additional information to your Business 'based 0 I Development Manager and Solution Expert to ensure an accurate — reflecting reporting based on employees to employees as i [the individual property may require. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ......... . . . . . . — ---- — ---- — ---- -------- response. --------------- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6-003 Solution has New Hire Reporting built in and reporting is sent to I the State by vendor . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . — ---- — ----- — ---- — ---- — ---- . ...... . . 5 . . .......... —---- yst.e..m..can a.n d I e FTE and FTE -based sed ca Icu lation s 6-004 ......S.h.. .................................. 6-005 6-005 'System supports identification of employees by type of license or i .5 ---- — ---- — ---- — ---- . . . . . ............. . . . ....•-------- ----- [credentials 5 . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . i 16006'Free-f orm text or notes can be associated with an employee . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ....... 5 ............ - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - 6-007 The system should flag {through some kind of alert) the employee; - ----------- . ..... . .... . .... . .... . .... . .... . ..... . .... (using ESS/MSS] and/or HR department if some part of the 5 Via UltiPro Business intelligence. record is incomplete. (Be prepared to demonstrate) i -----...........employee . . . .............. . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . --.........e . . . . ........... . . . . ........... . i 6-008 'System maintains continuing education and professional ------ ------ ------ certification data. 5 .............................................................................................................................................................................................................................................................................................................................. 6 -ON [System can generate ad hoc letters/emails. If so, please catalog [ ;types i -i 5 Via UltiPro Business Intelligence Event Studio. of letters available. .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . 6-010 'Form letters can be generated based on the following 6-010 . . ....... ------ "I'll", ------ "I'll", ------ -..---------------- ------------ . . . . ........... .. . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ......... ----- _4__ --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6-011 Events (rule-based] UltiPro Business intelligence. ................ . . . . ........... . . . . . . ....... — ----- — ---- — ---- — ---- ---- — ---- — ---- — ---- — ----- — ---- 6-012 -Selection reports S . . . . . ........... m . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . — ----- — ---- — ---- — ---- 6-013 On demand and time sensitive . . ............ . . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . — ----- — ---- — ---- — ---- "14 . . . . ........... . . . . . ........... . . . . . ........... . . . . . . . . . . . ........... . . . . . ........... . . . . . ......... UltiPro provides hundreds of standard reports, delivered ad hoc t reports, forms, alerts, and dashboards. Additionally, UltiPro I !Business intelligence provides real-time access to all data stored in U ItiPro th rough a web -based report -authoring interface. Delivered reports include strategic workforce -related reports, headcount reports, average salary reports, government 'Please provide a catalog of letters the system can produce. compliance reports, general ledger reports, and point -in -time HR reports. Signature --ready forms allow you to comply with 'legislative requirements quickly and easily. Custom reports and i I I on -the -fly query tools make it easy for everyone in your -organization to analyze and share data. Delivered workforce [analytics on compensation, turnover, overtime, etc. allow strategic evaluation of every aspect of your workforce. ........... — - - - - ----------- . .... — - - - - - ----------- - - ...... --------- - - -------- 6-015 ;System supplies labor analysis tools (e.g. department ------------------------------------------------------------ 5 Functionality). Organizational Structures. ------------------------------------------------------------------------- - - ----------- - ,6-016 ;System offers Workforce Analytics (Turnover Analysis, Days to fill -------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----- ............... -------- - - - - - ----------- - - - - - ------ — -- a position, etc..) I . . ... . . . ............. . . . . ......... . ---- . ........ . . . ... — ---- — ---- — ---- . I . . ....5...... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- ,6-017 :The system m on ito rs/provi d es turnover data, based on user - i defined criteria at a given point in time. . .................... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . ........... . . . . ........... . . . . . ........... . . . . . . . . . . ........... . . . . ........... . . . . . . . . . . ........... . . . . . ............ . . . . . i 6-018 'System monitors Workers Compensation incidents and status 5 i including return to work. I _J . . . ............. . . . . ........... . . . . ........... . . . . ........ _----- . I . . .......... . . . ............. . . . ...... — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- . . 6-019 'System provides for EE discipline tracking, including improvement . . . . . ........... I plans. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . . . . . . . ........... . . . . . ........... . . . . . . ...... . . . . . ........... 5 Via UltiPro Performance Management. ......... . . . ............. . . . . ........... . . . . ........... . . . . — ---- — ----- — ---- . 6-020 [Supports electronic signatures I 5 --------- - - - ---------- - - - . ..... . .... . .... . .... - 1! 6-021 'Easily move employees between departments and/or companies ; . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . - - --------- 5 f . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 6-022 [Are re -hires identified with all dates and history? 1 r 5 1 - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - 1! 6-023 'System can store electronic documents by employee and --------------- . .... . .... . .... — ---- — --------- . ..... . .... 5 !department and company. I F------------------------------------------------------------------------------------- _4 -------- f ----------------- — ---------------------------------------------- . ..... Any document file type can be stored either at the employee I [Are there any limits to the electronic documents? i level or company level. There is neither a restriction on the file `type nor number of documents; however, individual file size is __ — __ — - - - - - --------- - - - - - - ----------- - - - - - ----------- - - - - - ----------- - - ---------------- ----- — ----`_-______'limited-------------------- to 10MB. - - - - ----------- - - - - ---- — — ------ - - - - - ----------- - - - - - — Eagle County Functional Requirements - Ultimate R esp onseA sx Page 25 6 - Human Resources Exhibill: G - Page 44 .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . 6-02 5 Provide on-line support/instructions to r completion of routine ... . . ....... . .. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. .tasks. ................................................................................................................................... 16-026 !Establish new organizational entities (e.g., companies, _,CoST I centers, and other variables) with no IT or programming required.- . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . ............ 6-027 'Add change organizational entities and ea s i ly/effe ctively tra n sf er .employees within and/or across them. . . . . . ........... ............ . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ... ....... . . . . ........... . . . ............. ..... ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . 6-028 Maintain in employee demographic data for all employment-related [details(e.g., birth date, employee number, gender, hire date, 1 5 contact information ). . . . . . ........... . . . .. . . . ....................... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . .. . . . ....................... . . . . ...... 6-029 1 Maintain ethnic, visa, and 1-9 related data. : . ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ...... — ---- — - 1 S --------- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- ---- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6-030 !Maintain marital, family, and dependent/beneficiary related and S [tax -related elections. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ...... — ---- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6 -031 ,Maintain historical data for current/former employees (e.g., : [names, empi oyment, j ob/a ssignments, performance ratings, I status, and pay). _4 . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ......... . . . . . . — ---- — ---- . . . . . ........... . . . "32 Maintain audit trails of employee file and data updates by date, . . .......... . . . ............. . . . ....---- [time, and origin of update. . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . 5 . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 6-033 Generate, identify, and track employees by unique employee I number that is not their social security number. Track Social 5 -security Number for U.S. based employees. - - - - - ------------ - - - ----------- - - - - - - --------- - - - - - - --------- - - - - - - ----------- - - - - - ----------- - - - - - ----------- - - - - - ----------- - - - - - - --------- - - - - - - --------- - - :--------=----- 6-034 [Maintain language, education, and certification data. 1 5 . ..... . .... . .... . .... . .... . .... . ..... 1 ........ . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . 6-035 'Establish jobs/roles/positions and all relevant details. - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ---------- - -- . ........... 5 - ----------- . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. ............. - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------- .... . .... 6-036 Maintain data for all job-related details (e.g., grade, exemption I5 1 I status, EEO code, salary, job family). - ---- ----- ------ ---- ------ ---- ------ ----- ----- ----- ----- ----- ----- ----- ------ ---- ------ --------- -------------- -------------------------------------------------------------------------- — - - - - — --------- - - - - - ----------- - - - - - ------- ---------- 6-037 Make simultaneous changes to large employee groups (e.g., new !hires, salary changes, transfers). . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . 5 ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- 6-038 Enable effective/future dating of pending transactions/events, land maintain transaction history. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . .. . 5 . . .......... . . . ............. . . . .... — -- — ---- . . . . . ............. . . . ..... ----- ------------ .. 6-039 N ew hires automatically routes approval based on company's 5 !hierarchy. . . . . . ........... . . . . . ........... . . . . . . ....... — ---- — ---- — ---- — ----- . . . . ............. . . . . ........... . . . . ........... . . '6-040 'Routes job/salary changes electronically for approval based on . . .......... . . . ............. . . . .... — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- user defined approvals. 5 .............. . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . 6-041 Managers can view and change employee salary information with . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ....... — ---- workflow. 5 ..................... .. . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . "42 Managers can submit new hires with workflow..........------.........------......... orkflow. . . ....5...... . .. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. - - - ------------- - - - - ----------- - - - .............. ---5- -6-043 'Managers can run reports. .6-044............... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . ---- ......... ... . ..... . .... . .... . .... . .... . .... . ..... . .... . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ........... . iManagers can create ad-hoc reports based on security access. 1 5 --------------------------------------------------------------------------------------- _4 -------- 6-045 Managers can view employee training and employment records. ' 5 i ------------------------------------------------- . .... . .... . ..... . .... ; ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . .......... 6-046 J Progressive disciplinary actions can be tracked and reported. i 5 . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 1 Via UltiPro Performance Management. -------------------------------------------------------------------------------------------- F -------- '6-047 'E-mail alerts can be generated based on system or user defined 5 ----- ------------------------------------------------- . .... . ..... . .... Via UltiPro Business Intelligence. I events. I I 6-W 1 Data/transactions submitted by managers automatically validate 1 0 1 Data can be reviewed for accuracy before saving or reviewed via i for accuracy and completeness. i reporting and through the audit detail. k-�F------------F--------------------------------------------------------------- g9 i --------------------------------------- Certain fields only maintain present information, but all job Life -to -date history on all employee fields. 5/0 'changes and pay history is stored, as well as changes to !deductions. . . . . . ........... - - - - — - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - - . . . . . ........ — ---- — ---- 6-050 Audit trails for all additions, updates and changes. i- 4 5 ---------- — ---- — ---- — ---- — ---- — ----- — ---- . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ...... --- — ---- . . 6-051 i:6-051 Retains employee status code history. 1 ............ . . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . — ---- — ---- — ---- . ......... 5 . . .......... ---- ------------------------------------------ ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 1 . . . . ........ ------ — ---- — ---- — ------ — ---- 6-052 UltiPro provides your organization the ability to track and Narrative history (e.g., disciplinary actions, grievances). maintain disciplinary actions through the Performance 5/0 Management functionality; however, grievance tracking is not I I part of our solution at this time. - - - - - ------- _f"HHH_HHHH - ---- __"HH_HHHH - -------------------------------------------- -------- 6-053i No limit to historical data captured. ............ I ............................................................................................................................................................................................................................................................................................................. 5 ------------ - ------------- - - - ------------- - - - - ----------- - - - - ---- -HHHH - -------- - - - - - ----------- - - Unlimited. 6-054 :Unlimited user defined fields. 5 Unlimited. ............ - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - -------- 16-055 !Allow authorized HR users to establish new organizational ------------ entities without vendor support or programming required, e.g., 5 !companies, departments, divisions, cost centers, etc. .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . 6-056 [Allow authorized HR users to record and update federal Tax ID . ..5......... . . . . ............. ..... ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. :and payroll bank account information . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ........... . . . . ............. ..... ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . Eagle County Functional Requirements - Ultimate R esp onseA sx Page 26 6 - Human Resources Exhibill: G - Page 45 i. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . i 6-O57 Provide the ability to export data to create organization charts r . . . .......... r . . . . . .. . . . ....... . .. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . and employee lists, filtered by user-specified criteria, e.g. 5 department, division, cost center, etc- I ---- ---- ----- ------ ---- ------------------------------------------------------------------------------ ..... _4 16 ��58 ;Allow authorized users to print envelopes addressed to specific -------- f ------------------------- . .... . .... . .... . .... . ..... . .... i employees I---------- F -------------------------------------------------------------------------------------------- 6-059 [Allow authorized users to perform information searches by ;multiple -------- ------------------------ . .... . .... . .... . .... . ..... . .... I I criteria, e.g. Employee Number, Last Name & First 1 [Name, Company, Location, Status, Job, Position, Manager and 1 5 I other defined criteria I . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . — ---- _4_____j 6-060. Perform information searches using wild cards or fuzzy text --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- : 0 : . . ........... ---- ............. . i . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . .... -0 661 Allow authorized HR users to view and print statutory EEOC .. — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- S Reports including public sector categories . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . — ---- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6-062 Allow authorized users to view and print employee 'total : I compensation' reports —filtered by calendar year range, 5 ;company, cost center, project, etc. . ........ . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . . I . . . . . . ......... . . . . . ........ — ---- . . . . . ........... . 6-063 ;Allow authorized users to view and print employee 'year to date . . . .......... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- [total compensation' reports — filtered by company, cost center, I 5 `project, etc. ------------ - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - 6-064 [Allow routing and approval workflow to be defined by authorized 1 t-------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------- — - - - - — --------- - - - - - ----------- - - - - - ------- . .... 5 musers and allow variable workflow per Department / organization ------------------------------------------------------------------------------------------- - - - ---------- ----- . ..... . .... . .... . .... . .... . .... . ..... . .... 6-065 [Allow for authorized users to define multiple approvers per event 1 5 1 ... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . 6-066 'Allow workflow Approvers to establish 'out of office' status and . . . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . [to configure temporary back-ups routing and approval workflow 5 ...................................................................................................................................................................... 16-067 [Allow authorized users to define E-mail alerts for system or user defined events, e.g. deadlines, approvals, etc.. 5......................................................................................................................................................... . . ........... . 6Allow.............. ............ . . . . ............. . . . ............. . . . ............................. . . . ........... . --- -068 [i of automatic email notifications to approvers ------ ------ ------ .when a new request is pending and generate notifications that 1 1 are compatible with G mail so that users may use filtering 5 1 I I - f oldering rules that can be defined in G mail ----- . ... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . . — ---- 6-069 [Allow authorized users to post communications forauthorized horize --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- I 1 5 1 users to view . . . ............. . . . . ........... . . . . . . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . 6-070 6-070 I'All ow HR users to make global changes to large employee groups, .... _-------------------------------------------------------------- - --------------------------------- I e.g. new hires, salary changes, transfers, supervisor direct 5 reports. Run query and select employees to make changes to. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . 6-071 [Allow HR users to make global changes to large employee groups, . . . .......... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- I .e.g. new hires, salary changes, transfers, supervisor direct 1 [reports. Import template that contains employee unique 5 midentifier and data change information to automatically update upon upload. . ... . . . ............. ............... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . .......... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- ------ 16-072 [Allow workflow for automated reimbursements e.g. wellness (ee 'request i i reimbursement in system, HR approves, routes to 5 payroll) gYYYYY ^^^^^ d .Compliance e Comments . . . ............. . . . . ...... — ---- — ---- 6-073 [Changes to compliance requirements are maintained and . . . . ............. . . . . ........... . . . . ........... . . . . ..... — ---- — ----- — ---- updated by HRIS vendor. ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . 6-074 [All compliance reporting can be generated for current periods . . . .....5...... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. :and historical periods. . . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ... — ---- — ---- — ---- 6-075 [Standard compliance reports include: --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- ... . . . . ........... . . . . ......... . . . . . ............. . . . . — ---- — ---- — ---- 6-076 EEO -4 — ---- — ---- — ---- — ---- — ---- — ----- — ---- S . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ...... . . . . . ............. . . . ... — ---- — ---- — ---- 6-077 OSHA 300 and OSHA 301 . ...... — ---- — ---- — ---- — ---- — ---- — ----- ----- S ... . . . . ........... . . . . ...... . . . . . ............. . . . ... — ---- 6-078 Multi -Worksite Reports . . . . . ........... . . . . ....... - ---- - ----- - ---- - ---- - ---- — ---- — ---- — ---- — ---- - ---- - ---- - ---- ------------------------------------ 6-079 Vets -1005 . . . . . ........... . . . ............. . . . . ... — ---- — ---- — ---- . . . . . . ........... . . . . . ........... . . . . . — ---- ,6-080 - — ---- — ---- — ---- — ---- — ---- — ----- Using the Business intelligence Tool - Event Studio, any type of !notification I (Automatic notification of 1-9 expiration/visa expiration. 5 can be sent on your organization's determined schedule. ---------- ------------------------------------------------------------------------------------------ 6-081 COBRA qualifying events are automatically triggered based on 5 1 employee transactions. ---------------------------------------------------------------------------- . .... _4 6-082 -------- i ---- — ----- . .... ------- . .... . .... . .... 'Your organization can run reports containing the required (COBRA letters can be generated from the system. 1 5 ;information and complete a mail merge using an application like . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . Microsoft Word. . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Eagle County Functional Requirements - Ultimate R esp onseA sx Page 27 6 - Human Resources Exhibill: G - Page 46 .. . . . 16-083 .............!Tracks any accommodations made to supportthe American with . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . .......... I I .... . . . . . ....... . . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Disabilities Act (ADA). . . . . ............. .. . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 6-084 !Tracks ADA and disability information. 5 ---------- F ------------------------------------------------------- . .... — ----------------------- '6-085 'Provides military and veteran status for employees. -------- ------------------------------------------------- ................................................................................................................................................................................................................................................................................. 6-086 I [While UltiPro does not provide an Affirmative Action Plan, UltiPro Includes affirmative action compliance features. 1 0 1 offers diversity reporting to assist customers in gathering information for their existing Affirmative Action compliance. I I---------- --------- — -------------- — ---------- . .... ........................-------------------------F-------- 6-087 Provides H I PAA support. ------------------------------------------------------------------------------------- 5 [Via our Business Intelligence Tool ................................................................................................................................................................................................................................................................................. 6-088 UltiPro functionality provides worker compensation risk rates and Provides worker's compensation support. 1 5 1 audit reports for determining insurance rates. This information detai led by state and job, as well s . actual.............pay. . . . . . ........... ---- ------ ------ ------ ---- . ..... . . . ...... — — ---- ---- . ..... . . . . ........... 6-089 1 Creates separate, mandated government reports for each . . . . . .......... ........ . . . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ..... . . . . ...a . . . ............ . . . ........ — ---- 1 1 !individual tax entity. . . . . . ........... . . . . ............. . . . . ........... . . . . .... . . . ............. . . . ............. . . . . ........... . . . . ........... 5 . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . 6-090 '1 nclu des state -mandated "New Hire" reports (for child support 1 5 payment tracking). _4 -- ----- ........... . . . . .... — ---- — ---- — ---- . . . . . ........... . ___.5......a . . . ............. . . . .... — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- 16-091 'Updates from HRIS vendor when' regulations i [change. 1 ........ — ---- — ---- — ----- — ---- — ---- — ---- —1-Co'd---- Term,inations e Comments - - --------------- - - - - - - ------------- - - - . .... . ... . . . ............. . . . ............. . . . ......... - ---- __ ------F -- 6-092 !Enables manager self-service request for termination workflow. . ............w_ ................. . . . . . . ......... . .... . . . ......... . . . . . . ........... . . . . . ................................ . . . . . ........... . . . . . . ......... . . . . . . ......... - --- — ----- — ----- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ---- . .. . . ........ . . . ............. . . . ............. . . . ............. . . . . ........... . .... ........... . . . . ............. . . . ............. . . . ............. . . . ............. q 3 1 9 'Tracks terminations by reason (e.g. discharged, better 1 , opportunity, etc.), date, rehire eligibility, COBRA election. . . . . . ........... ...........----- ..........----- ..........----- ............. . . . ............. . . . ............. . . . ............----- ..........----- ............. 5 . . . .......... L . . . ............. ..... ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 6-094 Can the termination workflow be different based on the [termination reason,o rothert er mina t i2n criteria? 5 . . . ............ . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . .. -6095 Maintains exit interview information. 5 ---------- F -------------------------------------------------------------------------------------------- 6-096 [Can automatically cancel specified employee benefits upon -- — ---- ---_m_____.........._____ ------------------ — ---- — ----------------..m_____.........._____ ---------- termination or authorized user determined date. . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . .... — ---- — ---- — ---- :6-097 Employer configurable termination workflow? ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ....... — ---- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- S - - - ---------- ---- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 16-098 ;System notifies appropriate areas of the organization of termination? . . . ............. . . . . ........... . . . .- ---- - ----- E mp loyee Informat [on — -----YYYY Comments . . . ............. . . . . ........... . . . . ........... . . . . ... ---- -----...... — — 6-099 [Allow authorized users to record and update personnel actions . . . . ........... . . . . ............. . . . — ----- — ----- i -for an Employee, e.g. Hire, Re -hire, Re -instate, Terminate, 5 [Transfer, FTE Modification - - - - - ----------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - 6-100 'Allow authorized users to record and update compensation - - - ---------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------- — - - - - — --------- - - - - - ----------- - - - - - ------- . .... [actions for an Employee, e.g. Merit Raise, Bonus (Merit, Spot, [ 5 Miscellaneous), Salary or Wage change_ Leave of Absen ce I . . . . . . ........... . . . . ........... . . . . . . ......... . . . . . . ...................................... . . ........... . . . . . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... I 16-101 [When Employee personnel or compensation Action is being . . . . . .......... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . .......... recorded, validate the following conditions and display a warning 1 message if one or more exists — Over position's FTE percentage, 5 Over position's Entry salary /wage, position Re-classification .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . . . ... . . . . ........... .6-102 Allow authorized users to record employee information required . . . . .......... --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- [to comply with applicable employment regulations and to oprocess payroll, benefits, training and other Eagle County [employee -related activities, e.g. name, SSN, birth date, address, 5 ' .contact information, gender, hire date, family/ dependent information, 19 -related data, building location, etc. ----- ----- --------------------- . .... . .... — - - - - — --------- - - - - - ----------- - - - - - ------- . .... �O3 'When employee information is being recorded, do not allow user to save a duplicate SSN within the same Eagle County 'compa ny' 5 (Tax ID]; display a message asking user if the employee should be i .processed as a re -hire . . . ............. . . . . ........... . . . . ........... . . . . — ---- — ----- — ---- — ---- — ---- [Allow auth orized users to designate an employee as a supervisor . . . .......... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- or to remove the designation . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5 . . . . .......... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- 6-105 [Allow employees /authorized users to populate Employee's 'Supervisor only from a pre -defined list of supervisors. List would 5 1 be populated based on a ch eckbox or select field on the employee that would designate them as a supervisor. . . . . . . ......... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ...... . . . . . ........... . . . . ........... 6-106 ';Allow authorized users to record and update Employee Position . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . — ---- — ---- . ........ . . . . . . . . . . ........... . I information and effective date . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ....... . ...................... . . . . . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... 5 . . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Eagle County Functional Requirements - Ultimate R esp onseA sx Page 28 6 - Human Resources Exhibi G - Page 47 6-107 [Allow authorized users to update Employee's FTE percentage if..... 5......� --. employee position is not defined as full-time or hourly _ _...........------.........------.........------...........-----...........-----...........-----...........------.........------.........-----..........----...........-----...........-----...........------.........------.........------...........-----...........-----...........-----...........- 6-108.? Enable multiple Employees to be assigned to a single position :with the position's cumulative FTE allocation not to exceed 100°% 5 1 except when position overlap is approved by HR 1 6-109 :Enable recording Employee information with split jobs, shared I5 gobs (full benefits for each) and multiple _. - F-------.- 3.....l 6 110 (Allow authorized users to record and update Employee status, e. -w .... .---------....... .... .._.,........_ .______ .......... .._.,........ �... - € € fig. Active, Terminated, Leave of Absence...etc.:__............. _____.........______.........__�___..........�____..........._____...�---- 5 - -- _ _ ..._...----------------.........._____...... ? 6 111 iAllow authorized users to record and update employee 1-9 € related data. 5 6-112 €Allow authorized users to attach document images and other ------------ _ ....._---- ----------............. ___..... -------- _ (hiring documents to Employee information, e.g. application, 5 ;resume, references, badge photograph, regulatory 19 ---- y _ .............. ____............. ___............. ___............. ___............. - - r 6-113 =Allow authorized users to update Employee biweekly salary and r------------------------------------------------------------------------------------- ;automatically calculate % of salary range, annualized salary and 5 I Ihourly rate I I = 6-114 Allow employees authorized users to record and update direct [ deposit election and bank account information, allowing for at least five (5) bank accounts to be specified by % or by $ amount I (ex. Acct 1- $25, Acct 2 - Remaining funds); if multiple bank € accounts are specified and % is selected, validate that the percent; 5 1 allocation for all accounts is 10"; verify that the routing and [ account numbers entered are valid. Notification to employee (email) if employee makes changes. 16-115 ;Allow employees /authorized users to record and update [ 5 _ Employee W4 elections - - - - - - - - - - - - - ----------------. 6-116 [ € Capture and maintain Employee's Eagle County work email [Authentication to a local Identity Management account, such as = €address via direct interface with Active Directory (LDAP) [ 5 :Active Directory, is available via UltiPro Single Sign -On for an (additional fee. :----...........------.........------.........------...........-----...........-----...........-----...........------.........------.........— 6-117 'Allow employees /authorized users to record and update 457 ..........:------ .........------ .........------ ........... 1 [retirement plan type- change contribution amount and address) I 5 ---............----...........------.........------.........------...........-----...........-----...........-----...........------.........------.........--•---..........=----...........-----...........-----...........------.........__......_.........------...........-----...........-----...........-----.......... 6-118 :Allow authorized users to record and update employee family/ dependent information 5 ..------.........------...........-----...........-----...........-----...........------.........------.........—.---...........----...........-----...........-----...........------.........------.........------...........-----...........-----...........-----.......... 16-119 [Allow authorized users to record and update Employee Emergency Contact information, allowing for multiple to be € 5 s [ recorded per employee '- ' A-I1-.o-.-w.- 6120 employees authorized users to record and update - - - (American Disability Act (ADA) information. .____...........______.........______.........______..........._____..........._____..........._____...........______.........______. 5 i _.J .__ ___.......... ] 6-121 'Allow authorized users to record and update Employee Equal ___............. ___.... _____---- ---------- _.______........_---- ----------............. ___..... ____---- 110pportunity Code (E0Q ___..........___ ..___............. ____........... ____........... ___ ---__........._... .........---- ----------- ---------- ------ ---- _ .... ._..__. 5 �. ............. ___...... ....._---------- --- - ...______...._...---------------............. ___..... ____---- 6-122 :Support multiple designations that determine Fair Labor [ (Standards Act rules (FLSA), e.g. Exempt, non -Exempt, 7(k) Exempt i 5 1 FLSA status is tracked at the job code level. 1 [ and validate that the designation is valid for the position [ ---------------------------------------------------------------------------------r------o- 6-123 'Capture and maintain whether Employee is eligible for overtime i '-------------------------------------------------------------- [ FLSA status is tracked at the job code level and employees are 1 using the FLSA Code & Category I ....4-------------------------------------------------------------------------------------------- 1 assigned a job code. ------------------------------------- ....... ____........... ____............. ___............. _............. _____ . t-------- 6-124 'Allow authorized users to override of position's FLSA code at the i employee level, e.g. employee's FTE % may be less than position € 0 [See above, the FLSA status is tracked at the job code level. FLSA criteria _--- -1-- 6-125'[Allow employees /authorized users to record and update military [ ' `and ............ ............. --- 5 _ veteran status for Employees. ---............. ---............. ----........... ----........... ---- .......... _---............. .................. ---............. ----........... ----........... ----............. ---............. ---............. ---............. 6-126 (Allow authorized users to record and update Employee standard 1 5 ' 1 [work schedule information, e.g. days and hours of week 1 ........................_____..........._____...........__ ----------- _ .... ------------------------------------------------------------------ 6-127 ;Allow employee Introductory Time Period to be variably defined by multiple criteria, e.g. permanent vs. term, part-time vs. full- 5 [These dates are configurable at the employee level. :time, department, etc. r _ .....__r 6-128 [Allow for authorized user to override Introductory Time Period I --__..........._____..... ---- _-----_ 5 I € . start dates for benefit restrictions. _ -------------- --- ..... ____.... _____---- ---------- ---------- ---------- ---------- ..... ____..... ____---- Eagle County Functional Requirements - Ultimate Response.xlsx Page 29 6 - Human Resources Exhibi G - Page 48 -----............----...........------.........------.........------...........-----...........-----...........-----...........------.........-----_.........--•---...........----...........-----...........-----...........------.........------.........------...........-----...........-----...........-----.......... 6-129 (Allow for user -defined benef it restri ction s d uring employee I UltiPro provides key dates which are used to determine PTO [ Introductory Time Period, e.g. Leave accrual, retirement, 5 accrual and benefit eligibility. These dates are configurable at the [insurance etc. [employee level. ' 6-130 'When an employee is hired, re -hired or promoted, automatically 5 I populate Introductory Time Period based on user -defined values € 6-131 [Allow authorized users to update Employee's Introductory Time € €Period; generate an automatic notification of the change to the € 5 (Via UltiFro Business Intelligence Event Studio. I lemployee, HR and employee's supervisor ---...........-----...........------.........---- ......... ..........= 6-132 € i UltiPro provides your organization the ability to track and €Allow authorized users (HR) to record and update comments and ? [maintain disciplinary actions through the Performance (documents for disciplinary actions, grievances, and exit 5�❑ € ] 1 interviews. Management functionality; however, grievance tracking is not ; part of our solution at this time. ____...........______.........______.........______...........____.�...................................._---------------r 6-133 [Allow authorized users to record and update Progressive 5 - -------------------------------------------------------------- Via Ultipro Performance Management. ? [disciplinary action information -dates, actions manager, results , ] 6-134 :Allow authorized users such as managers or IT department staff, ] to record and update information on county property assigned5 Customers can track company property in the company property Ito an Employee, e.g. computers, smart phones, cameras, safety [ [tab. _ equipment, ID cards keys I 6-135 [Allow authorized users to record and update Employee Driver---------.5.-- -------------------------------------------------------- License # and MVR results -:-------------------- - - - - - - -:--------: 6 1es to submit class requests that includes cost of 36 [Allow employe ---------------------------------------- ... €class -route to supervisor to review and approve then HR to ❑ I review and approve. .-- ............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. ----........... ----........... �.5......: 6-137 :Allow employee / authorized users to record external training ------.........------.........----- ........... 1 ;and certification classes -.........------.........------...........-----...........-----...........-----...........------.........------.........--r---........... 6-138 (Allow employees /authorized users to record and update ------ .........------ .........------ ........... _ 5 ,employee language, education, and certification data. 6-139 I When employee /authorized users changes Employee ------------------------------------------------------------------------------------ information, display a system message to verify or confirm the s 5 s [change ------ . ...____...........______.........______.........______..........._____...........___________------------------------_.........__.___...........____..........._____.______-------------- 6-140 6 144 I 1 ....______........_--------------_..........._____..._____---- --- Ultimate Software offers several options to help you seamlessly [exchange data with UltiPro and other business solutions. By =Allow authorized users to upload new hire or re -hire application (leveraging UltiFro's Integration Services, your organization can [ data and documents from 3rd party employment application ? 5 access and utilize your people data within UltiFro in the way that , :service, e.g. NeoGov [suits your unique business needs via connections that are simple to deploy and manage as well as accurate, secure, and configurable. Flea se provide your detailed integration needs with € - - - - - - 1-----4 -your Business Development Manager and your Solution Expert. --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 6-141 ;Enable authorized usersto upload new hire or re -hire application I 5 ! :Please see above ' _ data from a pre -defined electronic form (from an outside source) -----.......__:___.......... [ ; ____........... _____........... ____----------- ---------- ---------- ---------- ----------- 6-142 (Allow authorized users to record and update Employee =information for new hire, re -hire, transfer or promotion with a I 5 I past, current or futu re -dated effective date .___..... --T--- ............. ___.... _____---- ---------- ---------- ---------- ----------............. ___..... ____---- 6-143 [Future -dated personnel and compensation actions should not [process on org charts, payroll, benefits, etc. until effective start. I 5 [date ----------r-------------------------------------------------------------------------------------------- 6-144 'All ow Managers to fill out PAF information for new hire, re -hire, --------------- _.... €Managers can quickly and easily view and change staff data with [transfer or promotion route the information to authorized user to I 5 no paperwork and no calls to HR via Manager Self -Service. . •:. :approve activation of the employee. €---.......... 1 6-145 I For future -dated new hire, re -hire, transfer or promotion, route ---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. the information to the supervisor or authorized user to approve 5 activation of the employee. 3 ----- -4-------------------------------------------------------------------------------------------- F --------a_ 6-146 1 I an Employee is re -hired, capture the current hire date and [ _.... ---- .____..---- .____..---- .____..---- ____ .._....---- .____..4 _ 5 .retain the original Eagle County hire date. -+--_............. ____........... _____........._____............. ___............. ___............. ___............. ____........... ____........... _F___.......... 6-147 :When authorized user is recording an Employee's position, the ___............. ___.... - - - _..... ____---- position will be selected from a displayed list of approved open ❑ positions for the department Eagle County Functional Requirements - Ultimate Response.xlsx Page 30 6 - Human Resources Exhibit G - Page 49 i -- ............. ---............. ----........... ----........... ----............. ---............. ---............. __-............. ----........... ---- ........... -.--........... ? 6-148 I Upon user selection of Employee position, system will populate I[ ---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. Certain information, such as salary range, is associated with the :compensation and allocation information with pre -defined 5 job code and will be populated automatically. Salary range [ [values, e.g. salary range, benefits, FTE percentage, FLSA code, etc. [ ;cannot be manually updated at the employee level. This is not an s Can overwrite populated fields. ----- ........... ----........... ------......... ------................................ -----........... -----........... -----........... ------......... ------ ......... --=---.......... jautomated process. ---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. 6-149 'Allow authorized users to reinstate a Terminated Employee with [ no break in service, and require user to record effective date of [ 5 [ j :reinstatement and reason 3..... t-------------------------------------------------------- _.._HHHH....----------------------- t-------- 6-150 6-150 [Allow authorized users to record Employee position transfers - ---------------------------------------------- ------------------------------------------------ from one position to another, from one 'home' cost center to [ another, removing the employee from the position but 5 -maintaining the vacated position within the department - L-- ---............. .......... _____---- ______---- ______---- ______---- ______----............. ........... ____---------- 6-151 For transfers, verify that an authorized user from the receiving department records and approves the transfer in ............. ___............. ____........... ____........... ____............. ___............. ___............. ___............. ____........... ____........... _ ___.......... 5 ___............. ___.... _____---- ---------- ---------- ---------- ---------- ............. ___..... ________ i 6-152'Allow authorized users to maintain a valid list oftermination Treasons, e.g. discharged, retirement, not a fit for job, etc. 5 ------------ ---------- ---------- ----------............. ___..... ____---- 6-153 !Allow authorized users to record and update Employee [Termination information - effective date, reason, rehire option, [ 5 [ :last work date, sick and / or vacation accrual indicator for last €check, date, rehire eligibility 6-154 'Allow authorized users to select employee termination reason, 5 ;from a pre -defined list, e.g. discharged, retirement, etc. --............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. ----........... ----........... I.---5......}--- ............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. 6-155 'Allow authorized users to record and update employee exit interview information. .---5......r--- ... ----........... ----............. ---............. ---............. ---............. ----........... ----........... 16-156 :Allow authorized users to record and update re -hire Status when ............. ..... ............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. 1 [an Employee is terminated, e.g. yes, no, neutral .............---............. ----........... ----........... ----............. ---............. ---............. ---............. ----........... ----........... r ' 6-157 [ When employee terminates Eagle County employment, ...........------ .........------ .........----- ........... €automatically update W2 option as Print and Mail and de -activate 5 s [direct deposit. .___ _____.....................______.-.-.-.-.______.........______..........._____..........._____..........._____.......-.-.______.-.-.-.-.______.........____ 6-158 :Allow authorized users togloballyterminate or'deactivate ' ........... ............. ___.... _____---- ---------- ______------ _____---- ---------- ............. ___..... ____---- T €temporary employees (e.g. Youth Corp, Election volunteers) k[ [based on user-specified parameter, e.g. cost center, department 5 'ID, 3..........-F----------------------------------- ----------------- ---------------- ---------------- ---------------- --------------- --------------- -F--- 6-159 ;Allow authorized users to view and print report of Employee ---------- fr------------------------------------------------ »....._.----------------------................{ :Information for active and terminated Employees including allowing authorized users to view department -specific history [ 5 1 € after transfer and select department and HR users to view all I ] ' history after transfer [ 16-160 ;Allow authorized users to perform Employee Information look -up [ 5 I ], = j search ' -------------------------------------------------- [ ------------------- Eagle County Functional Requirements - Ultimate Response.xlsx Page 31 6 - Human Resources Exhibit G - Page 50 ................................................................................................................................................................................................................................................................................................................................ 17 - Performance I — ---- — ---- — ---- — ----- — ---- — ---- — ---- — --- — ----- — - - - - ----------- - - - - - — ---- — - - - - - ----------- - - - - - ----------- - - - - - — ---- . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Vendor Response - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- Item Requirement I -- ......... - - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- Cod Comments # .......... . . ........................... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... .. e . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Performance - - - - ----------- - - - - - - -------- - - - - - — ---- — ---- — ----- — ---- — ---- — ---- --F-- 7-001 Provide identifier to designate appropriate review process and --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- —J. .timetable for each employee (varies by employee level). i............ ... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5 . . . . .......... .. . . ........... . . . . . ........... . . . . . — ---- . . . . . . ........... . . . . . ........... . . . . . . ...... . 7-002 1 Provide automated notice to supervisor that review is due. 5 ..................... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 7-003 'Provide supervisor companion file for each employee to capture . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . .... . . . . . . ........... . . . . . ........... . . . . . ........... . Journal Entries and Observations can be utilized to capture [comments during the year for use as input to discussions with 5 I [comments during the year. ; employee. . . . . . ........... . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ........ . . . . . ........... . . . . ........... 7-004 '1 Provide compensation data, pay range, position in range and . . . . .......... . . . ............. . . . ....... — ---- — ---- . ..... . . . . ....... — ---- . . . . . . ........... . . . . . ...... — ---- I I levels to all supervisors as supporting data for review process. 1 5 1 I ; ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . . .......... . . . ............. . . . .... — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- Provide for capture of development needs for group and location ,7-005 analysis and for submission of training requests. 5 ... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 17-006 'Indicate date when performance review is finalized, including . . . . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . i [date of coaching session, and retain for reference and analysis 1 5 :purposes. urposes.---------- -------------------------------------------------------------------------------------------- ---------------------------------------------------- 7-1007 i Maintain history of performance scores / ratings by category. r - - - ---------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------- . .... . .... . ..... . .... 5 ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... i 7-008 'Supply basic employee information in 'blank -standardized' form . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Please provide additional information regarding this requirement and route to supervisor for completion upon request or at 5 ?to your Business Development Manager and Solution Expert to scheduled time. I ensure an accurate response. ---------- -------------------------------------------------------------------------------------------- 17-009 Retain final eva luation for online retrieval and easy access. -------- m ----------------------------------------- . .... — ------- - - - - ------------- - - - ------------- - - - ------------- - - - ----- - - - - 5 ................................................................................................................................................................................................................................................................................. 17-010 ;Support colIection of reviews and summary reporting or :consolidation. 5 ----------- --------------------- - 7-011 7-011 Notify supervisor of outstanding review when employee returns _ ... - - - - 'from leave. ----- . . . . . ............. . . . . ........... . . . . . . . . . ............. . . . ............. . . . ............. . . . ...... — ---- — ---- 7-012 '[System can provide real time monitoring of performance --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- :appraisals ; 5 . . . . . ........... . . . ............. . . . . ........... . . . . — ---- . .... . . . . . ........... . . . . . ........ — ---- . . . . . ........... 7-013 ?Allows for performance review s to be attached to an employee . . . ..... -4 --- - ----- - ---- - ---- - ---- - ---- - ---- - ----- - ---- record. . . . . . ......... . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5 . . . . .......... . . . . ........... . . . . . ........... . . . . . ........... . . . . . . . . . . ........... . . . . ............. . . . ............. . . . .. — ---- 7-014 IAllowsfor performance appraisal system be integrated with an 0 No. U Iti Pro has a performance appraisal application. !outside module - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- i 7-015 iDelivers configurable comprehensive options to allow - - - - ---------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------- — - - - - — --------- - - - - - ----------- - - - - - ------- administrators to configure the performance review process to their specific business needs without the need for technical or 5 [consultative services. ------------------------------------------------------------------------------------------- —.--F 17-016 'Intuitive user experience that eliminates the need for end-user - - - ---------- — --------- - - - - [training for administrators, employees, and managers. 5 F---------------------------------------------------------------------------------------- — 7-017 !Solicits performance feedback from multiple reviewers (e.g., --F -------- ------ subordinates, directors, other managers, peers) and exchanges 5 data among multiple users simultaneously. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 7-018 'Saves work in process/draft reviews and provides option to . . . . .......... --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- return to complete. 5 ------------- ----- . ........ — ------ — ---- — ---- — ---- 7-019 'Enables administrators to assign different review forms for 1 ,I --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- ----- - I different employees within the same review cycle. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5 . . . . ........ — --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 17-020 ;Enables employees to complete self -evaluations in self service 5 portal 7-021 'Tracks performance review status and dates (e.g., complete, Jincom-plete.) 5 ------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- i �i 272 ;Provides email reminders and overdue notices throughout the :process. - - - - -------- -------- --------------------------- 5 Via UltiPro Business intelligence. [i23 =Maintains performance feedback and ratings history. . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... -------------------------------------------- 5 . . . . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 7-024 'Provides historical reviews that can be accessed easily by 5 managers or administrators. 'Enables . . . . . ......... ............................................................................................................................................................................................................................................................................................................... . 17-025 administrators to view the status of the review process at; 5 .anytime. . . . . . ........... . . . . ........... . . . . . . ......... . . . . . . ................................................................................................... . . . . ......... . . . . . . ......... 7-0261 Provides delivery of standard competencies and objectives. --- - - - - ----------- - - - - ------------- - - - ------------------ ------------- - - - ------------- - - - - ----------- - - - - ------ . . . . . . .......... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . _...........-----...........-----...........- ............................................7-026 1 5 1 - - - ---------- --- — ----- — - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - — ----- — - - - - ----------- - Eagle County Functional Requirements - Ultimate R esp onseA sx Page 32 7 - Performance Exhibill: G - Page 51 i. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 17-027 1 Provides goals management that allows either the employee or . r . . . .......... r . . . . . .. . . . ....... . .. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . manager to create and add their own personal goals or 5 I objectives. I ------------------------ . .... . .... — ------------------------------------------ 7-028 'Enables individual weighting of goals. F -------- f ------------------------- . .... . .... . .... . .... . ..... . .... 5 . . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 7-029 1 Provides ability to assign employee performance objectives that . I ......... . . . ............. ..... ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. align with your overall business strategy. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5 .. . . ............ . . . ............. ..... ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. ,7-030 Provides access to all talent factors, including employee I I information, review history, skills and competencies, education, 1 5 1 salary history, and learning history, based on role. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 17-031 [Enables reporting and analysis of performance ratings for various I 1 . . . . .......... . . . ............. . . . .... — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- I e m pi oye e g rou ps (e.g., by job, manager, g eogra phy). I --------- . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . .............. . . ............. . . . ............. . . . . ........... . . . . .... 1 5 . . . . .......... . . . ............. . . . .... — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- 17-032 I Provides a centralized gateway for managers to monitor the I progress of their performance management activities — in one 5 ;place. . . . . . ........... .. . . .......— ---- — ---- — ----- — ---- — ---- . . . . . ........... . --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 7-033 =Summarizes performance review in an easy -to -read format that S can be printed for future reference. . . . . ............. L . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . --- — ----- — ---- — ---- — ---- — ---- — ---- 7-034 [1 Integrates with career development and succession management 5 applications and processes (e.g., learning plans career planning). ----- -------------------------------------------------------------------------------------------- -------- ------ . ..... . .... . .... . .... . .... . .... . ..... . .... 35 [[System allows for on-line creation of Performance forms ... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 5 . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 7-036 'System allows for on-line completion of Performance forms 5 ............ - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- 7-037 '[System allows for printing of on-line form for off-line completion - - - ----------- --- — ----- . .... . .... . .... . .... . .... . ..... . .... I 5 `and subsequent data entry --------------------------------------------------------------------------------------------------------- -- ------ .............................. .... . .... . ..... . .... 7----O- 3-8 System facilitates Performance improvement Plan for authorized 'I I ;user defined periods (i.e. mid year review, performance 5 improvement plan 60 annual review etc.) -90 d ays and a7-039 :System stores employee review information: . . . ...... — ---- . . . . . ........... . . . . ............. . . . . . ......... ------ . . . . . . ......... . . . . . . ......... . . . . . . ........ . . . . . ..... . . . . . ....... 7-040 dates/receipt due datipt date 1_____...........: P ---- — ---- — ---- — ---- — ---- — ----- — ---- 5 - .......... .... ....... ............ 7-041 - results of review --- --- — ----- — ---- — ---- ---- ---- ---- — ----- — ---- — — — 7 ---- — ---- — ----- — ---- — ---- - PIP created --- ----- -- ---- -- ---- -- ---- -- ---- -- ---- -- ----- — ---- . . . .-042 . ........... . . . . ................. . . . ......... . . . . . . ........ ----- — ---- — ----- — ---- :7-043 Competency ratings i 5 i I ........... . . . . ................. . . . ......... . . . . . . ......... . . . . . . ........ ----- — ----- — ---- — ---- — -11 7-044 Upload of Completed forms (when done manually) . . . . . ............ . . . . ................. . . . ......... . . . . . . ......... . . . . . . ...... —4-5 . . . .......... . . . ............. . . . .. — ---- — ---- . ........ — ---- . . . . ........... . . . . . ........... . . . . . — ---- — ---- . . . . . . ........... . . . . . ........... . . . . . — ---- 7-045 System stores job descriptions . . . . . ........... . . . . .......... . ........ . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ........... . . . . . — ---- . . 1 5 1 Job descriptions are a ssociated with inclivid ua I job codes. . . . .......... . . . ............. . . . ............. . . .. 7-046 System allows for Competencies to be tracked rated within . Perf orma nce f orm 5 . . . . . ........... . . . . .......... I . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 7-047 allows for Competencies within the Job Description . . . _.5... . . . ............. . . . .... — ---- — ---- — ---- — ---- . . . . . ............. . . . ..... — ---- 5 1 1 _[System --- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- .7-048 'System allows for automated review approval routing, which can - - - - ---------- ----- — ------- - - - ---- . .... . .... . .... . .... . .... ------- - - - -----.-- .... The manually overridden by administrator 5 —4 ----------------------------------------------------------------- . .... — ----------- 7-049 'Performance Reporting includes lists of who has completed and -------- ---- — ----- . .... . .... . .... . .... . .... — ---------- . .... 1 !yet to complete review 5 ---------- F -------------------------------------------------------------------------------------------- '7-050 'System allows for comments related to reviews (manager and -------- -------- . ..... . .... . .... . .... . .... . .... . ..... . .... potentially EE as well) 5 . ............ -------------------- - - - - - - --------- - - - - - - --------- - - - - - - ----------- - - - - - ----------- - - - - - ----------- - - - - - — — Employee Comments/ Complaint Process — — — ----- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ---- Cod Comments e . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . 7-051 [Allow employee to note formal comments or complaint for — ---- — ---- — ---- — ---- — ---- — ----- — ---- I 5 Final comments can be added to the performance review by the i �; preview by supervisor and higher levels. employee. ----- 17-052 1 :Track managerial comments and note final resolution. — ---- — ---- — ---- — ---- — ---- — ----- — ---- 1 Final comments can be added to the performance review by the [I 5 - . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . — ---- —4manager. ...---------------- . . . ............. . . . ...... — ---- — ---- . . . . . ........... . . . . _..._------------------------- 7-053 7-053 1 Monitor outstanding complaints and recommendations. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . 1 0 i Grievance tracking is currently not part of our solution. ......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ........ ---- — 7-054 'Produce reports summarizing complaints by type, location, etc. 0 Grievance tracking is currently not part of our solution. Hire Reviews C Comments . . . . . . ........ . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . . .------.........__E.._.......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ..... . . . . . .........................................................._a 7-055 1 Track probationary periods for new hire review (varies by type of 1 5 !Via UltiPro Performance Management. [employee) and send notification to supervisor. . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . J . ............. . . . ............. . . . . ........... . . . . ......... 7-056 ;Note completion of review and comments. - - --------- - - - - - - ----------- - - - - - ---------- - - - - - ----------- - - - - - - . .... . .... .. . ......... ... . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............ . . . ............. . .... . .... . .... . .... . ..... . .... 7-057 1 Update for date of next review. ................................................................................................................................................................................................................................................................................. 5 Eagle County Functional Requirements - Ultimate R esp onse.xi sx Page 33 7 - Performance Exhibit G - Page 52 ................................................................................................................................................................................................................................................................................................................................ 9 - Succession Planning I i--- — ----- — ---- — -------------- — ---- — --------------- — ---- . . . . . ................................ . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ......... . . . . . . ......... i ---------- -------------------------------------------------------------------------------------------- . . . . . .......... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. Vendor Response I -------------------------------------------------------------------------------------------------------------- Rem Requirement = Cod I Comments #e . . . .......... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . Career Development ----------------------- - ----- — ---- — ---- — ---- --F-- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- a-,001 i Maintain inventory of minimum education, competencies and .skills required and preferred for positions. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ......... ........... 5 . . . . .......... .. . . ........... . . . . . ...... - ---- — ---- . ..... . . . . ....... - ---- . . . . . . ........... . . . . . ....... - ---- . 8-002 i Provide cross reference between job descriptions and skills i competencies. . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . .... — ---- — ---- — ---- 5 . . . . ......... . . . . . ... — ---- — ---- — ------ — ---- 8-003 -Capture results of skills assessments by employees . . . . . ............ . . . . ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ........ ----- --L--- 5 ---- — ---- — ---- — ---- — ---- — ----- ---- — 8-004Ma inta in relationship between jobs within a career ladder. 5 . . . . . ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. ............ 8-005 Ma inta in lists of preferred methods to d evelop competencies . . . ............. . . . .. -_---------------------------------------------......... . . . .. — ---- (courses, practice, formal education). 5 Management DeveIopment 6; — -------------------------------- — ----- — ---- — ---- — ----------- e Comments - — ---- ---- --------- ---------------------- ---------- 8-006 Maintain an inventory of competencies required for all -------- ------------- ---- — supervisors at various points in their careers. 5 - - - - - - ----------- F -------------------------------------------------------------------------------------------- 8-007 Maintain an inventory of recommended training for the F -------- ------------------------------------ . .... . .... . .... . ..... . .... —4 i competencies. 5 - - - - - - ----------- F -------------------------------------------------------------------------------------------- F -------- -------------------------------------------------------------------------------------------- - 8-008 'Produce reports showing actual competencies versus required for .an organization, location or overall. 5 - - - - - - ----------- -------------------------n-p------------b--------g---------------- — ---- - ----- Successlon PlannIrformed mane ers -------- -------- - ----- — ---- — ---- — ---- - ------------------------------------------- Cod I S Comments ---- — ---- — ---- — ---- — ----- — ---- — ---- — ---- 8-009 [Identify management and operational positions which require a succession plan. I . . . . . ........... . . . ............. . . . . ........... . . --- -i --- — ----- — ---- ---- — ---- 5 Via UltiPro Succession Management. -- --- - ----- - ---- - ---- - ---- - ---- - ---- - ----- - ---- I 1 8-010 For selected positions, identify critical competencies and success 1 5 1 'factors. 4 . . . . . ........... . . . . ....... - ---- — ---- . _ . . . . . ........... . . . . — ----- ---- Mil Waintain notes within succession plans.— . . . .......... --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- I 5 ........... . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ... — ---- ---- ---- — — M12 maintain succession plan history and provide for a point in time ... . . . ........ . ^^^^^^^— ............. . . . .. — ---- — ---- — ---- — ---- I analysis. 5 . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . — ---- M13 !Allow update of Ian based on current oranization. - - - ----------- - - - - ------------- - - - ------------- - - - -g- - - - ------------- - - - - ----------- -p ----------- - - - ------------- - - - - ----------- - - - - --- .. ........ . . . . . ........... . . . . . — ---- — ---- — ---- — ---- 5 ��l --- — ----- — ------------------------- — ---- — ---------------- 19-014 'Prepare organization charts with proposed organization changes, T highlighting plan impacts such as open positions, significant I I UltiPro Business intelligence reporting tools can be utilized to 1 5 1 I 'demographic changes, etc. assist with requirement. i . . . . . ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 8-015 ildentify replacement candidates as current or future. . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . 1 5 1 ---------------------------------------------------------------------------- . .... i 8-016 identify high potential candidates who are not currently -------- ---- — ----- . .... . .... . .... . .... . .... . ..... — --------------- 5 i replacement candidates. - - - - - - ----------- F --------------------------------------------------------------------------- — ----------- M17 !Report detailed profiles of nominees. -------- ----- . ..... . .... . .... . .... . .... . .... . ..... — ----------- 5 ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... [Allows for creation of individual development plans, includes . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. .8-018 [templates that can be customized. 5 . . . . . ........... ........... . . . . . . ......... . . . . . . ......... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . ....... - ---- I! M19 'Track assigned rank and measure candidate readiness based on ---- — ----- — ---- — ---- — ---- — ---- — ---- I position requirements; retain for multiple positions to build 5 complete development plan for the individual. ----- . . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . — ---- — ---- 8-020 smodel position changes, candidate changes and organization --- — ----- — ---- — ---- — ---- — ---- — ---- 1 Yes, via U ltiPro Su ccession Management and Business I`changes. ................ ......................................................................................................----- Intelligence reporting tools. I ...5 --- 8021 i UltiPro Business Intelligence reporting tools will assist your identify potential problems in replacement plans. 5 ;organization with identifying potential problems in replacement lans. - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ---------- "22identify positions where a successor is required - - ----- - - - ------------- - - - ------------- - - - ---------------------------------------------------.-_________W____ --plans.------- ------ 5 Via UltiPro Succession Management. ...... . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... i 8-023 'Stores multiple iterations of possible succession plans for each . . . . ....5...... . . . . ............. . . . ............. . . . ............. . . . . ........... .......................... . ............. . . . ............. . . . ............. . . . ............. team/leader. ...... . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ........... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 8-024 'Provides printable/PDF capabilities. 5 - - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------ 8-025 Provides the ability to track and report on critical roles and . ..... . .... . .... . .... . .... . .... . ..... . .... 5 mcritical talent. - - - - - ---------- ; r --------------------- ... . .... . .... . ..... . .... . .... . .... 8-026 1 Delivers robust reporting, including exception reporting. - -------------- --- . ..... . .... . .... . .... . .... . .... . ..... . .... 5 ...... . ............. . . . ............. . . . . ........... . . . . ........... . . . .............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . . 8-027 'Provides the ability to track core competencies associated with ------ "I'll", ------ "I'll", ------ . . . . . ........... . . . . . ........... . next/futu re job. . . . . ........... . . . . . . ....... - ---- — ---- 8-028 Provides the ability to track the date/timeframe an employee will ---- — ----- — ---- — ---- — ---- — ---- — ---- — ----- be for the ready next position. - ----- — ---- — - - - - ----------- - - - - ------------ ---- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ----- Eagle County Functional Requirements - Ultimate R esp onse.xi sx Page 34 8 - Succession Planning Exhibi G - Page 53 i---- ............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. ----........... -- 18-029 ? Provides the ability for employees and managers to create a 'development plan based on license, skills, training, education, 5 E [and competencies. I[ $-030 Provides the ability to track multiple language proficiency I €information, including speaking, reading, and writing, for each - 5 - [ -employee. ..........---............. ---............. ---............. ----........... ----........... ----....... ..W----- ........... ------ ......... ----- ......... _ 8-031 Provides the ability to track and search on the following data: i------------------------------------------------------------------------------------------------------r-- 8-032 i - Skill title r--- ..._._.----- ----- ---- -------- --....... ...... ------ € 1 5 ` ................................................... _........... ----........... ----............. ---...... ._------........----............. ----........... ----........... 8-033 skill description _ _ ......___............. ____........... __________---- ---------- ----------- ---------- ---------- ------ ---- - ..........`---............. ---............. ---............. ----........... ----........... ----............. ---............. ---............. ---............. 5� ------------------------------------------------------------------------------------ j 8-034 i - experience level 5 8-035..Y _-. Proficiency leve-...------�---------�----------�--------- -�---------�-___ 5 - ---------- -�--------- -�-------- -�-------- -�-------- -�--------- -�--------- ______.........._____.........._____---- ____.______.______ ..______ . 8-036 € - competency description _ ......_____.______---- ---------- ______------ _____---- ---------- 5 . ------ 11111 ------ 11111 ------ - - •. 8-037 ° Provides the ability to track employee licenses and certification - t --- ---------- ---------- ------ ---- — ---- — ----- ----------� ?and expiration dates. _ _ _ _ 5 _ _ _ _ _ _ —^^^^^ 8-03$ � Provides the ability to track employee professional associations. ^5 — — —--^^^^^ — 8-039 ; Provides the ability to provide audit records _ ; 5 — — — — — — — — _ — 8-040 Provides the ability to be delivered with standard competencies ? UltiPro delivers competencies; however, your organization can :and objectives. Administrators should be able to add and modify 5 - add modify competencies. -client-specific, effective -dated competencies, .5..... ---.=.......... ----...........-----...........-----...........------.........------.........------...........-----...........-----...........-----. 8-041 -Enables the graphic display of the manager's direct report [organization. -- ------........... ----. ----............. ---............. ----........... ----— Promotions ---- -�--�-- �-----------------------------— -----— ---- Cod e Comments ----.-.-.-.-.-.-----__________.____..____.____..____..____.._____..____..____.____..____.____..____.____.._r__ 8-042 Generate communication document for employee with new � ___— ----...�....____.____..____ --- ..____..----- ..____..---- � - I € 5 :Via UltiPro Business Intelligence Event Studio. €salary, etc. ----- ----------- ---------------- --------------- --------------- ----------------- ---------------- ---------------- ---------------- --------------- ---- __.____.L___..____ ---- ------------- ---------------- --------------- --------------- ----------------- -------------- _____..____..____ J Eagle County Functional Requirements - Ultimate Response.xlsx Page 35 8 - Succession Planning Exhibit G - Page 54 ................................................................................................................................................................................................................................................................................................................................ 9-Employee-Relatlorksi — ---- — ----- — ---- — ---- — ---- --- — ----- — ---- — -------------- — ---- — --------------- — ---- I I . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . . I Vendor Response i - - - - - ---------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - 'Rem I Require mentI -- - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- Cod I I Comments # I . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ......... I e ----- '!Tylovee Relations --4 — ----- — ---- — ---- — ---- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 9-W1 [maintain records of disciplinary actions applicable to specific i employees . . . . . ........... . . . . ........... . . . . . — ---- — ---- — ----- — ---- — ---- . ...... . . . . ...... . . ...... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ........ — ---- 9-002 1 I Provide reporting capability for disciplinary actions 1 UltiPro Performance Management can be used to track 5 . . . . . ........... . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ...... disciplinary actions. I . . . ........— ---- . . . . . ............. . . . ..... — ---- 9-003 1 Provide tracking mechanism for incidents (such as absences or 1 mcounseling sessions) that may relate to a performance issue. 0 . . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ........... 9-004 [Generate messages as appropriate to employees and supervisors . . . . ........... . . . . ........... . . . . . ...... — ---- — ---- — ---- — ---- 'I I I 1 1 when reportable events (such as number of absences or manager 0 'performance measures) approach guideline limits. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ........ — ---- — ---- ----- — ---- — ---- — ---- — ---- — ----- 9-1005 [Generate templates/form letters that can be personalized for I ;disciplinary communications (electronic and paper) based on I 0 [procedures. Provide ability to modify 'personalized' letter text if i applicable. I - - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- 9-006 [Track key persons involved (supervisor, coworker) in the incident, I -- - - ------------ - - - . .... . .... . .... . .... . .... ........................ I0 1❑I 1 ;persons involved in the investigation and actions taken. ---------- ------------------------------------------------------------------------------------------------------------- ----- — ------ - - - - - ------ — ---- — - - - - ----------- --------------------.............--- '9-1007 d ;Track communications and store signed paper documents relate 1 1 5 [Any document fil e type can be stored at the employee level. I to th e i ncid ents. I I - - - - - ---------- ----------------------------------------------------------------------------------------------- 19-008 Su pport ad hoc reporting and standard reports for supervisors - - - ---------- - - - ----------- - - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ---- . .... . ..... which reflect overall as well as individual performance 5 improvement i nformation. . . . . ............. . . . ............. . . . . ........... . . . . — ---- — ---- — ------- — ---- — ---- — ---- 9-,009 [1 [Support --- ----- — ---- — ---- ---- ---- ---- ----- — ---- — — — — — Please provide additional information or examples of incidents to group, job, age and other analysis of incidents for 5 your Business Development Manager and Solution Expert to I I ;departments, work sites, and overall organization. [ensure an accurate response. . . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ... — ---- . . . . . ........... i "10 'Retain results of investigations and corrective action history for . . . . .......... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . .... — ---- . . . . . ............. . . . ..... — ---- I [formal complaints (grievances, lawsuits) during and after 0 1 employment period. I I ----------- . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ... . . . . . ........... . . . . .-.........''Disciplinary 19-011 ............ . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ..... . . . ......... T-Dis'ciplinary actions can be tracked using UltiPro Performance Tracks disciplinary actions inclu ding a description of the incident. 5 [Management. - - - - - ----------- - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - --- - - - 9-012 managers and HR staff can record the type of action taken (i.e., - -t-------- ------------------------------------------------- . .... — -------- - - - - 5 ;Via UltiPro Performance Management. [written warning, verbal warning, termination). - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - - - - - - I I - - -------- --------------------------------------------------------------- . .... . ..... ' 9-013 Records required follow-up steps and the time frame for 5 1 completion. - - - - - - ----------- F -------------------------------------------------------------------------------------------- 9-014 'Schedules review of employee response to actions. F -------- ------------------------------------------------ . .... . ..... 1 5 ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... ... ..... 9-015 [Tracks final outcome of the grievance/complaint a nd the date it . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ............. . . . ............. . . . ............. . . . ............. 1 [Via I 0 UltiPro Performance Management. I❑I I 7`was closed. . ........... . . . . ............. . . . ............. . . . ............. . . . ............. . . . . ........... . . . . ...... . . . ............. . . . ............. . . . ............. . . . . ........... . . . . — ---- — --- - [Cod [Grievances Comments I. . . . . ........... . . . ............. . . . . .... — ---- — ---- — ---- — ----- — ---- — ---- — ---- le P -....m_____.........._____ ---- — ---- — ---- — ---- — ----- . ..... ----- 19-016 Imaintain records ofgrievances /complaints filed by or on behalf 0 Grievance tracking is not currently part of our solution. of employees or groups of employees .. . . . ............. . . . ............. . . . . ........... . . . . ........... . . . . ...... . . . . . . ........... . . . . . ........... . . . . . ........... . . . . . . ...... 19-017 Maintain records of disposition of each gri eva n c e.... . /c om pi ai-nt ............ . . . ............. . . . . ........... . . . . ........... . . .. ........ —....... ❑............. . . . .... — ---- — ---- — ---- . . . . . ............. . . . .... — ---- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 9-018 Restrict access to information on grievances/complaints to only 11 0 authorized users . . . ............. . . . . ........... . . . . ... — ---- — ---- — ----- — ---- --- — ----- — ---- — ---- — ---- — ---- — ---- — ----- — ---- 19-019 ;Ability to administer, track and maintain data related to the Exit 1 0 1 Interview Process for internal (transfers) and external exits. .......... - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - - 9-020 [Ability to capture, reco rd a n d track Conflict of Interest --- — ----- — ---- — ---- — ---- — ---- — ---- 0 inform ati on. - - - - ----------- - - - - - - --------- . .... — - - - - - ----------- - - - - - ----------- - - - - - . .... —1 i 9-021 ;Ability to build templates to administer Severance Packages -- — ---- t ------------------------ . .... . .... . .... . .... . ..... ---- — d !policies including calculations based on business rules. Include 1 1 1 0 calculations for severance package based on job and/or length of service. - - - ------------- - - - - ----------- - - - - ----------- - - - - ------------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ----------- - L - - - ---------- - - - ------------- - - - ------------- - - - ------------- - - - - ----------- - - - - ------- . .... . .... . ..... Eagle County Functional Requirements - Ultimate R esp onseA sx Page 36 9 - Employee Relations Exhibit G - Page 55 ............................................................................................................................................................................................................................................................................................................................. --------------------------------- ------ ------ ------ - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Vendor Response — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- I Item # 1 Requirement . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Cod 1 i .... — -- — -- — -- — -- — -- — -- Comments e 1 - - -- — --- — --- — --- ---- — --- — --- — --- ---- . ...... a . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . .. J 1t} 1G - 001 ---------- Maintains OSHA logs at the employee level. i 4 --------------------------------------------------------------------------------------------- 5 f - — ---- i W- 'Can view a summary page/window showing all incidents for an 002 i employee. 1G - ------- - ---------- - - --------- - - --------- - - -------- - - --------- - - --------- - - . .. . .. . .. . .. Supervisor and Employee can submit injury/ incident report via E -1--- - --- - --- - --- - --- - --- - --- - --- - - ; 5 1 1 I '003 self service port a 1. ....... . . ......... . . ......... . . ..... . . . . .. . . ......... . . ......... . . ......... . . ......... . . ... -- — — -- - - - - - - - - - - --- --- --- --- --- --- --- --- --- --- i W- i 004i Can view the detail of an individual employee incident . 5 i I 10- . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... . . . . ; incident details include: 00 S I . ....... . . ......... . . ......... . . ....— -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1G- 006 -Accident or exposure itself S i 1G- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - . .. . .. --------- - - --------- - - --------- - - I '007 Tracking of Date and time ---......---4 w- COR ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... Tracking of Days away from work ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----. .. . .. . .. . .. - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- W- ! Tracking of Days of restricted work W9 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . 10- 010 I Illness or injury S — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- W- i Oil Complete incident description ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . i Ability to notes. 1012 add 10- — -- — -- — -- — -- — -- — -- — -- ------ - ------ - ------ - -- ------ ----------------------------------------------------------- -- — --- — 013 Case number may be populated by HR user S I -------------------------- - --------- - - --------- - - --------- - - --------- - - --------- - - — ------ - - --------- - - --------- - - --------- - - -I..._.............................................................................. W- 'OSHA reports are included as standard reports (OSHA 300, and 'OSHA 014 301). ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - - - - - - - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - - W All incident history is maintained indefinitely but with the ability 1 5 Ultimate Software will never ask your organization to purge, 015 to archive archive, or delete data. w- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ incident information and history are accessible through — - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - I 016 -- _Jreporting. 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. ; S — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 10- Managers can view and update OSHA/injury reporting 1017 1 information using Manager Self- Service. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. 4— .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 10- i System allows for all Statutory OSHA reporting and data I 5 1019 collection ........ ........... .......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . 10 - 019 'System allows for internal reporting of Safety issues 5 j OSHA reporting is available. -------------------------------.-..— --------------------------------- ------------------- — -------------- -------------1G- 1t} •; Ema Ema il reminders are auto generated to employee / manager 020 -- - - --------- when due date for supplemental paperwork is due - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - Eagle County Functional Requirements - Ultimate R esp onseA sx Page 37 10 - Safety Exhibit G - Page 56 i. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . J 11- Develo►ment . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- . . .. I I ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Vendor Response --------------------- -- — -------------------------------------- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Cod 1 i Item #I Requirement Comments i e : — --- . . . ......... . . ......... . . . — --- — --- — --- — --- — ---- Training Management ...... . ........ . . . ........ ...................... . . . . . . ......... . . ......... . . ......... . . ......... . . j 11- 00 1 System offers Training Tracking 5 Via UltiPro Learning and Career Development. I ---------- 11- 4 ---------- -------------------------------------- ---- ----------------- ------------------ ---- 'Be prepared to describe demonstrate h ow Training and Position — --------------------------------------------------------------------------------------- Yes, this can be discussed/shown during the demo. 002 management are linked ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . .. . .. Ill- Allow HR / authorized users to create groups by departments, 003 office, titles (e.g. Managers) — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- III Al low HR / Authorized users to restrict access to training :004 information by role, grou p Provide ability to create groups of classes leading to Certificate S 005 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11 Provide ability to customize class grading system per class S . . . ......... 11- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . Qualified users can report on training of groups of employees (i.e. I 007 man agement tra ining) ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4......----... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. System allows building and tracking of individual learning plans or - 5 009 'training profiles 9 ....... . . ......... . . ......... . . .. — -- — -- . . . ......... . . ......... . . ....... 'System allows linking to training documents -- — --- — --- — --- — --- — --- — --- — --- — --- — ---— --- — --- S _....... — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11- Training classes can be grouped and then linked to Positions or SioI Groups can be used to split/separate training for specificjobs or 010 Position families departments. IT . . ......... . __ . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... There is batch entry available to appropriate areas to enter -- - --- - --- - --- - --- - --- - --- - --- - --- - ---- 1011 straining data by employee ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 0 . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 11 Allow HR / Authorized users to maintain class size 5 :012 ------- - - --- — -- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------- ....... . . .... ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - --------- - - --------- - - --------- - - -- :Allow HR /Authorized users modify/cancel a class and 5 Users can receive notifications for updates announcements to 1013 automatically notify registrants via email enrollments and learning activities 11- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- -- Allow HR / Authorized users to copy an current or previous class - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - 014 and make modifications to it . . »...... . . ......... . . ......... . . ......... . . ...... .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . -- - --- - --- - --- - --- - --- - --- - --- - --- - ------ — --- III- Allow HR / Authorized users to Register public users (i.e. non - 0 015 ....... employees) . ...Provide--- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11 Provid e a Su m ma ry view with class enrollments and w a itl i st 'counts S ;016 Ill- --4......--- ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... Automatically generate an Alert if employee attempts to register 0 However, retakes can be configured to allow or disallow. 'for . . . 017 class already taken 11- ....... . . ......... I . ......... . . ......... I . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... Allow HR / Authorized users to upload training materials, i.e. . . .. 018 PowerPoint Syllabus, etc. 11- ................................ . . ...... :.. . . ......... . . ......... . . Provide ability for HR/Authorized users (including 019 supervisor mgr.] to push a class to an employee ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... ....... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11- Provid e auto notification of failure to complete required cla ss(es) 020 ....... .... .................................... --- — -- — -- — -- — -- — -- — -- — -- — -- — -- ]Training — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 'Cod History Comments ..................................... I----- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11- 'Update employee training history based on instructor attendance 5 021 completion records 11- ------- - - --------- - - --------- - - --------- - - ----. ----- - - --------- - - ------ — - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - 'Record training completed for programs offered outside the - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - -- — --- — --- 022 company-, allow update by employee with approval by supervisor 1 5 1 if required. 11- ....... . . ......... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Support reporting of training completed by employee, by course, . ....... . . .... .... . . ....... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5 - - - 023 by department, by skills, by instructor, by location, etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... .... . . ....... ---------------------------------------------------- - 1: 024 i Track expiration dates of training — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- ito 1 5 III- Ability identify certain training activities as required for 102S' compliance. ............... 11 026 ... ...... .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ --- ... . . ......... . . ......... Can track in-house and external trainingthat employee received 5 . . .. ; ............... --- ------- - - --- __ - -- - -- . .. . .. - - - - - - - ------ - - --------- - - -------- -- - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - Eagle County Functional Requirements - Ultimate R esp onseA sx Page 38 11 - Development Exhibit G - Page 57 1 027 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ;Track certifications obtained. — -- — -- — -- — -- — -- — -- — -- — -- . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 5 — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- . . ... Training Classes Cod Comments :e ...... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... 11- 1028 i jSetupdass including: -------- 11- - -- — -- — -- — -- — -- — --— -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11 029 Class Objective 1 5 1 ------------------------------------------------------------------------- - -- — -- — -- — -- --------------------------------------------------------------------------------------------------- Class Content/Strategic Plan Tie I 5 030 1 11- 1031 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 1 . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Please provide additional information to your Business I I - Logistics S Development Manager and Solution Expert to ensure an accurate ------ ------ ------ ------ ------ response. - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 032 ; Scheduling 5 ....... . . ......... . . ......... . . . . . . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... Enrollment . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . ........... . . ......... . . S 1033 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- - -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- System allows for On-line registration for training classes S 034 i ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... 'System allows for on-line registration approval for training classes :035 ........ - . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... --- ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... i . . .. 1036 :System allows for on-line wait listfor training classes 5 ------- - - - - ----- — - - — - - — ---- - - --------- - - --------- - - --------- - - --------- - - — --- — --- 11 037 ; iSystem allows for on-line scheduling of training classes 5 :11- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... :System allows for course catalog on-line accessible from Self . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 038 'Service 11- s......____.......__----------------------------- . 1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1039 J System allows for calendar integration for scheduling training 1 S I --- — 11- -- T. . . ......... . . ......... . . ......... . . .. - -- --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- _7 _ ,040 I System allows for En rol I me nt/regi strati o n reporting : S ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11 041 Provide calendar and list view for upcoming training classes 5 .. . . ......... :11- '042 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... .. . . .... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... ....... ... : :Link directly to specific course details from calendar and list view 0 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... _J . . .. :11 - manager can nominate employee for Training through MSS S 043 1 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Automated email generated when user signs up for a class. Email 5 1044 includes ica I calendar appointment. ... . . ...... I .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... I ....... . . .... .... . . ..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11- 'System allows for mass communication for enrollees in a training 5 ,045 course ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . . ......... . . ......... . . ......... . . ......... . . ......... . . .. .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- System generates certificate of completion 5 --- '047 Transfers to employee record upon completion ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - 11- 048 System can produce a survey 5 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ;11- 'System allows for document storage for training materials by . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 049 ........ . . . : employee ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... ........ . . . . .. 1 1 i System allows for internal reporting of Safety training . . . ......... . . ......... . . ......... . . .... . . . ......... . . ...... S . . . . . ..... . . ......... . . ......... . . ..... — --- — --- — --- — --- — --- — --- 051 y e� allows for attachment of safety course after an incident mt Is, reported ......... . . .. — -- — -- — -- — -- — -- — -- — -- T� is is not automatic; however, a safety course can be assigned I 1;s� led S an employee by an administrator after an incident is reported. — -- L_k4i . . . ......... . . ......... . . . — --- — ---- Training functionality allows for custom fields 1 0 052 1 . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . . . . ........... . . ......... . . 11 053 ;All custom fields are reportable ! S Fields added using Platform Configurability are reportable. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 11 Provide ability to register someone who does not have email 1054 1 . . ....... . . .... ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 11- Allow HR / Authorized users to Add Participant any time prior to ;055 ---------- end date of class, e.g. last minute, late entry ------------------------------------------------------------------------------------------- .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... :11- :Allow HR /Authorized users to Add Participant anytime prior to 1056 --lend date of class, e.g. last minute, late entry --- I ........... ......... . . . . . . . . ......... . . ......... . . ..... - --------- - - --------- - - — --- — --- — --- — --- — --- — --- — --- — Eagle County Functional Requirements - Ultimate R esp onseA sx Page 39 11 - Development Exhibill: G - Page 58 111- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 Allow HR / Authorized users to Print Training completion . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 1 5 1057 1 Certificates 1 1 . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... Allow HR Authorized users to Print Training class rosters — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S 058 1 11- --- — -- — -- — -- — -- — -- — -- — -- — -- — -- — Al low HR Authorized users to Print s ign in sheet (template) -- — -- . . . . . . . ......... . . ......... . . ......... . . ......... . . ...... — --- — --- — --- — --- UltiPro Business intelligence reporting tools can be used to 0519 .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... _5 generate a class roster that can be used a s a sign in sheet' .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ..... . . ....... . . .... ..----.......----.F ow ----------- Provide auto reminder of upcoming class I ---------------------------------------------------------------------------- ----- - - ------- ---- — --- — - - - — - - --------- - - --------- - - --------- - - ------- - - - - 061 'Provid e auto reminder they are off the wa itlist and in class ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... 062 'Notify Supervisor if Employee Cancels class registration ----------------------------------------------------------------------------- I — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 11 063 Require Supervisor Approval of employee(s) class registration S 11- ---"''----''----"----', "', - `---,----, -- -- , ---"'--- -- .......... Provide registereWstudentsability toIookupwhoeIs — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 0 1064 I .. . . ......... registered for a class (e.g. for carpooling] . . . ........ . ......... . . ......... . . ......... . . ......... . . ......... . . .......... . ......... .. ......... . . ......... . . ......... . . ......... . . .. .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- - 065 :Allows for evaluations on-line S --- Tu iti on As s i stance I Cod Comments I 11- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- Record course title, grade, school, cost, start and end date of e — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- o66 class, or other for analysis of tuition assistance program. Via UltiPro Career Development. I - 11- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Provide for scanning of supporting documentation for paymentot - - -- — — ---------------------------------------------------------------------------------- 5 Documents can be uploaded and stored in the employee 1067 11- reimbursement. documents folder. ------ ------ ------ ------ ------ +-----F - - — --- - - --------- - - ------ – --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Calculate based tax 1068 reimbursement amount on program rules and 1 limits. (ex. if employee received a B, they are reimbursed for UltiPro Business intelligence reporting tools can assist with this 5 I i 75%) process. . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Forward reimbursement amount topayroll 11- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Reporting capability on demographics (e.g., top 10 . . UltiPro Business intelligence reporting tools can assist wiiw;h-:Is. program 070 'schools by dollars spent, expense per course, etc.) ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....................... . . ......... . . ......... . . ......... process. . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 11- '071 Support coordination of assistance with other financial assistance i grants, loans, military, etc.) __'(e.g., ....... . . ......... . . ......... I . ......... . . ......... . . ......... I . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... HR Process Training . .. ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . .......... 'Cod Comments e 11- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- Maintain online reference materials and procedure manuals for . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... __W 072 supervisors, which explain corporate human resource programs and administration. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. €...... . . -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- I 5 :073 . . ......... Allow location specific additions to information. . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. .. 11- :074 . Provide update tracking so that supervisors are aware of changes. 1 0 : I ;11 -':include ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - --------- - - --------- - - - for that 1 075 contact points specific topics so supervisors with , questions can reach the expert with minimum effort. 5 :The UltiPro Portal can be used to provide contact details L ---------- 11- ---------------------------------------------------------------------------- ------ Maintain online time sensitive files of 'frequently asked 076 questions' for supervisor and employee use. . . . ......... 11- ..... .... . . ......... . . ......... Allow for automatic archiving of obsolete information. . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 Expiration dates can be set on Portal content. :077 — -- — -- — -- — -- - -e—n tis -- — --- — --- — --- — --- — --- Tracking & Reporting -- — --- — --- — --- - C--o—m m------------ ..... . . ......... . . ......... . . ......... . . ... --------------------------------------- e ----------------------------------------------------------------------- 11- ;Track and manage internal/external enterprise certification 1 5 1 078 ----.-.----i 'requirements and skills by fu nction/role/job ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ..... I .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 11- ;Track and manage internal/external individual certification — 5 079 i completion date, status, update/renewal requirements ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ............. ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 11 Maintain completed learner records indefinitely — - - — -- - - --------- - - --------- - - --------- F. - - - - - - --------- - - --------- - - --------- - - ------- - - - - — --- — --- — --- — --- — - - ----------- - - --------- - - -- 11- — — Please provide examples of your organization's student record 081 Modify student record forms based on requirement from client . . . . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 5 forms to your Business Development Manager and Solution Expert to ensure an accurate response. . . ...... . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... — --- — --- Allow ability to modify and delete as required 5 082 i . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . ......... . . ......... . . ......... . . ....... . . . . — --- — --- — --- — --- — --- — --- — --- — --- Eagl e County Functional Requirements - Ultimate R esp onseA sx Page 40 11 - Development i Manager Self -Service Cod Comments e 11- 'Managers can monitor and report on training activities by 083 i individual employees i ii- I Manager can see training completion status for employees S 1084 1 Exhib I G - Page 6D i. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... i 12 - q!�tory . .. . .. . .. . .. . .. . .. . .. . .. — -- — -- — -- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- . . .. i I — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- U1, I I -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i . .. . .. . .. . .. . .. . .. — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- How long do you maintain history on terminated employees? Ultimate Software will never ask your organization to purge, Lia ...... . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . rc h ive,.o.r.-d e.let e-d.a.t a. -Hi.st o r.y..wi I I b. e _ay.a. i I a -b. I.e- i n.d.ef i n i t.e.l V .. . ........ Do you arch ive them? 4- — -- — -- — -- — -- — -- — -- — -- 'is 0 — -- 4 ------- - — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- , this a true point -in -time system? ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 . . ...... .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ------- - - --- - — --- - - --------- - - --------- - - --------- - - --------- - - . .. . .. — - - — ------ - - --------- - - --------- ....... . . ... — -- — -- . . . . ...... . . ......... . . ......... - -- -- — --- — - - --------- - - --------- - - --------- - - --------- - - --------- - - - — --- — --- — --- — --- Vendor Response . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. item# Requirement . I Cod I i Comments — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- 1 e i --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- History — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- J_ -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i 12- Provides a narrative history (e.g., for disciplinary actions, I I You will have the ability to report from all stored information s/0 'withi n the UltiPro solution. Cu rrently, U Iti Pro does n ot support i o0i gri eva n ce s, ex it i n t ervi ew s). 112- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... grievances. . . ... . . ......... . . ......... . . ... 1 i 002 1 Provi d es po i nt-i n -ti m e re porti n g ca pa bi I ity. 1 1 12- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ — --- — --- — --- — --- — --- — --- 1003 ;All historical data is viewable. S I . . . ......... i 12 - . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 'All . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. '004 historical data is reportable. 5 112- - - - - -- - - --------- - - --------- - - ------ - - - - ---- - - --------- - - --------- - - --------- - -- . ... . ... - --- - --- - --- - --- - --- - --- - --- - --- 005 i Maintain unlimited history on the following: 12 ....... . . ......... . . ......... . . ......... . . ...... . . . . ....... . . ......... . . ......... . . ...... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 006 Job information ------ ------ ------ ------ ------ sT t -- — --- — --- — --- — --- — --- — --- — --- — --- — --- .12- o07 Salary and wage data ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- — --- — --- — --- — --- '12- i 008 - Evaluation and performance data ........ S 4 . . . ......... 12- . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Ca re e r, ski I I s. a nd ed ucation . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 5 loog I ------- . .. . .. . .. . .. . .. . .. . .. . .. . .. . .. .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 112 information 010 -Training . . . ......... 112- Oil . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 - OSHA and workers' compensation data . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 5 . . .. 12- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -------- - - — ---- - - --------- - - --------- - - --------- i - - - - - ------ .... . ... . ... . ... . ... . ... . ... . ... . ... . ... 1012 ; i - Organizational changes ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 1 . .. ....... . . ..... ---- ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 12- 1013 - ....... ! - Employee status . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... S — --- — --- — --- — --- — --- — ------------ — --- — --- — --- — - 11 2 014 Ben ef it elections .. . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... 5 .... . . ..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i 12 - Paycheck details rs 1015 ---- I—- ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- I--__ ! .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 12- 016 I -Earnings detail 12- i 017 1 -Deduction detail 12- ....... . . ......... . . ......... I I ......... I . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 018 -Tax detail - - - --------- 12- 019 - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- 'Archives older historical records. i ...... . . . - -- - -- - -- - -- - -- - -- --- - - - - ------------------------------------------------------------------------------------ — --- — 0 - -- - --- - --- - --- - --- - --- - --- - --- - ---------------- --- i 12- I�Ko_ Can view every change made to the following fields: J 112- . . . . ...... . . ......... . . ......... . . — -- — -- basic information — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 021 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- ....... . . .... .... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- 12- - personal 5 022 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........ 12 - ,023 leave - - - --------- 12- 024 . ........ - - - ------- - - --------- - - - . .. . .. . .. . .. . .. . .. position i . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... ...... -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S ....... . . .... 12- 102 Salary and waged ata _j ........... ___ — -- — -- — -- — -- — --------------------------- I S -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 42 12 - History Exhibit G - Page 61 J 12- 1026 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 -time & attendance — -- — -- — -- — -- — -- — -- — -- — -- . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 -- ------- - - ---- -- — --- — --- — --- — --- — --- — --- — --- — . . ......... . . ........... . . ......... . . ......... . . ... --- — --- — --- — --- 12 Audit history information includes: 027 .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 112- 1028 date and time of change — 5 I--- - 12- T------ ------ ------ ------ ------ ------ -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 1029 J -old /newvalues S 1 -- - - --------- - - -------- - - --------- - - --------- - - --------- - - --------- - - --- — -- — -- — -- — -- 1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :12- change effective date 030 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... :12 - user making the change . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 . . ......... . . ........... . . ......... . . ......... . . .. 031 12- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------- Ca pture an d maintain ben ef it cha nge a udit tra il when benefit . ... . ... . ... . ... . ... . S ... 1032 1 information is recorded, effective, changed, terminated 112- ... . . ......... . . ......... . . ...... Ca n bring firm h istory from prior software that is usable and — --- — --- — --- — --- — --- — S --- — --- — --- I ,2�3___] reportable. 4L.... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 12- Allow authorized users to view and print audit trail data, S. !Various history records can be loaded. I 'displaying change dates, user ID and old data and new data ....... . . ......... . . ......... . I ......... . . ......... I . ......... . . ......... I I ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... I .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onse.xI sx Pa ge 43 12 - History Exhib I G - Page 62 ............................................................................................................................................................................................................................................................................................................................. - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- --- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- _760�T -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Comments Does your system have point -in -time reporting capabilities? 1 5 1 I I ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . ......... . . ........... . . .... — --- — --- Notifications can be established on all business processes. UltiPro Business intelligence also allows the userto specifywhen I I Dw ri be you r abi I ity to c re ate wo rkfo rce al e rts? 1 they would like to be alerted. For instance, a supervisor may choose to be alerted when an employee exceeds 40 hours or when an employee's license will soon expire. ..... i is this part of the software or a 3rd party addition? 4 ------------------------------------------------------------------------------------ 'Describe the difference between Web and client reporting . . ...... . I it is pa rt of th e U ItiPro's u nified solution. ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - UltiPro is a web -based solution. 1 functionality. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------- - - - — ------ - - --------- ; Tell ACA Reporting - - --i -P I t h ul ti P no _AC_A_ Emp I -Se -P d uct-P I t I us about your capabilities? 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... e- rvi ce-s- e a ses ee- Oye r ro rofi e.- . . ....... . . .. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. UltiPro provides hundreds of standard reports, delivered ad hoc reports, forms, alerts, and dashboards. Additionally, UltiPro Business intelligence provides real-time access to all data stored in UltiPro through a web -based report -a uthoring tool. Delivered 1 reports include strategic workforce -related reports, headcount reports, average salary reports, government compliance reports Tell us a bout your Workf orce An alytics capabilities? general ledger reports, and point -in -time HR reports. Signature-' ready forms allow you to comply with legislative requirements quickly and ea sily. Custom reports and on-th L -fly qu ery tools i make it easy for everyone in you r orga nization to a nalyze a nd share data. Delivered workforce analytics on compensation, I I turnover, overtime, etc. allow strategic evaluation of every aspect of yo u r w orkfo rce. - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 1 UltiPro is a real-time solution so there is no waiting for a payroll preview. The reports are automatically created and waiting in your standard reports "Completed" tab for your review during 1 Tell us about your Payroll Reporting capabilities 1 the payroll processing (i.e. Pre -Check reports) and after the payroll has been completed. process Historical payroll reports can be accessed at any time via the Standard Reports and/or Business intelligence as UltiPro will never ask your organization to archive or delete your history. -------------------------------------------------------------------------------------- _4 - ---- Vendor Response 1 Cod 1 Itern # Requirement C o m m e n t S ------ ------ ------ — --- — --- — --- — --- 13- ------ ------ . . . ...... ------ Report results can be exported to Excel. PDF or Word . . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- 1 5 113- 1002 — - - — - - --------- - - --------- - - --------- - - ---- . . . ...... --.---.-.-- 1 Please be prepared to provide a list of all standard reports 1 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ------ Please see the attached UltiPro Business Intellige ........... .... . . ..... j Reports. 1 . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 13 - 003 System provides a custom report writer feature S Via UltiP ro Business intelligence reporting tools. 113- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - 004 i Reports can be sorted by: i . ........ . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 113- - Calendar year 005 — - - --------- - - --------- - - --------- - - --------- - - --------- - - - . . . ...... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . 5 1 -- - ---------- — --------------------------------------------------------------- 13- 006 Fiscal year ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . —4 5 ...... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- Ow "As of' date L 5 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- Ranges (Calendar Year, Fiscal Year, Custom Date Range with 008 i 1 Sort Ability on such items as. Region, Business Unit, Location, Employee, Pay Date, etc. 5 ----------- 13- loog --------------------------------------------------------- Department/organizational structure 5 F----- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 13 - System offers ad hoc inquiry feature. (Please demonstrate) 010 ....... --------- - - - ------ - - H-HH-.--.-.-.-.----.--HH-HH - ------ - - --------- - - --------- - - --------- - - ---- . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 5 Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 44 13 - Reporting Exhibit G - Page 63 . . . ......... 113 loll . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Custom or User Defined fields are reportable ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- — --- — --- Custom reports can be shared based on user roles S 012 .. . . ......... 13- . . . ....... . . — -- — -- — -- — -- — -- — -- — -- — -- . . . . . . ......... . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . UltiPro's Business intelligence delivered reports include a Total 013 System includes a standard annual compensation report for each employee that includes all employer paid benefit information I S : Benefits Statement for all compensation and benefits tracked within UltiPro. .. . . ......... 113- :014 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... ..... Su pp orts a I I g ove m m e nta I rep ort i ng (E EO, E EO 1, W C om P, etc.) . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........ . . ---- 5 ---------- 13- ------------------------------------------------------------------------------------------- -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Supports Health Care Reform Look Back for Benefit Eligibility and ,015 ACA rep ort i ng e. g. 109 5 C ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- '13- Supports Health Care Reform for FF / PT scheduling and Cut-off at: S 216 . .. . .. — -- — -- — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- !Provides standard report capabilities. 13- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . ......... . . ......... . . Provi d es a bi I ity to sch ed u le sta n d a rd re p orts. . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . ... . . ......... . . ........... . . . — --- — ---- : Business intelligence delivered reports can be scheduled. 510 018 1 Standard reports cannot be scheduled. ;13 4 ---------------------------------------------------------------------------------------------- - 1 Provid to le h istory. -- - ----- I ------------------------------------------------------------------------------------- 5 019 es a ccess u nlimited years of check and schedu : ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......................................................... . ......... . . .. 13- Provides flexibility for defining selection criteria, data ranges, ,020 sorting and grouping options, and report output enabling users to S tailor information to their specific needs. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - -- -- -- — --- — --- — --- — - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - ,021 Provides abilityto set up and run batch reports. S I ....... . . ......... . . ......... . . . ..... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- 022 Provi d es a bi I ity to a c ce s s re ports a re a f rom w ith i n the system. 1 5 1 13- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. :Provides user-friendly, graphical user interface for accessing and — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 j 023 running reports. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ,13- Provi d es po i nt-i n -ti m e re porti n g ca pa bi I iti e s. I I 024 13 - 1 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------- - - - — — — — — — — — — — — — :025 : Provides integrated ad hoc report writer. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 13- :026 : Generates reports on all fields that exist in the data dictionary. i 5 ---------- --------------------------------------------------------------------------------- -.- ------ - - - - ........... - --- - --- - ------------------------- - --- - --- - --- - --- + 13- (JZ/ :Allows for incorporation of graphics such as logos. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... I 5 . . ...... . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... — --- — --- — --- — --- 13- Provides easy-to-use report catalog; user is not required to 5 028 understand the database design. 113- ....... . . ......... . . ......... . . ......... . .. . . ........ 1-1 ...... . . ......... . . ......... . . ......... . . ......... . . .. 'Presents d ata i n a way that makes it easy for users to navigate - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1029 1within a database and assemble reports. - - - --------- 13- - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ,o3o Provid es a bility to ch ange field na mes. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 13- Provides "open" system so that it can be used with other report 031 writer tools. (ex ODBC connection for use in Excel) ---- "I'll, 711,11, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- - ..... . . ......... . . ......... 13- Provides managers with standard pre -formatted reporting . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 5 '032 'functionality. 13- ....... . . ......... . . ....... . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . 1 ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 1033 j Managers can ru n reports on live data 1 13- . ......... . . ------ ------ ------ -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- :034 Managers can select report criteria at run time ...... . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 13- Access to reports is based on a manager's role (filtered security I '035 - - - - - - - - setup). - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- - - - - - r--4 -------------------------------------------------------------------------------------- 13- I Data on reports is filtered by the manager's security (filtered I 036 security setup). ---------- ,13- -------------------------------------------------------------------------------------------- 'Report results can be stored - --- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---------- S ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 13 - Managers can view and reu se a previou sly stored report . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. S 1038 --- — 13- T------ - - - - - - - ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 03 Managers can select a report sort order S - - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i manage r ran se le ct a rep ort gro u p o rde r — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- S — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 45 13 - Reporting Exhibill: G - Page 64 . . . ......... 113 1041 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Manage r can se I e ct re po rt pag e b re a ks . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 113- managers ca n set expiration dates for reports S 1 042 . . . . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- 1043 j Manage rs ca n ou tput re po rts i n PD F for mat S 1 ------ ------ ------ ------ -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 1 � --- 0" nagers can output reports in Excel format S I --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 113- 1045 A 11 reports can be scheduled (one time and recurring schedule) i 5 ,13 - '046 7 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Reports be run while managers are in other parts of the system . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 5 . . ......... . . .. ----------- 13 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- . ... . ... . ... . ... . ... . ... . ... . ... :047 Managers ca n store a nd a ccess previously run reports ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 113- 1048 i Managers can create custom reports 5 113 . .......... --------- - - --------- - - -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Re ports can be assigned an expiration date for automatic purging S I 1049 . ....... . . . ....... . . ......... . . ......... . . .. I ...... ............. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- '050 Does the system have the ability to export reports with actual i S ,values not links to data in database? ----------- 13- I ------------------------------------------------------------------------------------- Can letters be generated as well as mailing labels in multiple -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I '051 'formats directly from the system? 13 - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- Can the system perform calculations within reports such as . ... . ... . ... . ... . ... . ... . ... . ... 052 Turnover and Retention rates for a specific time interval? 13 - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- Enable extract and export of employee, time, and payroll data .. . ... . ... . ... . ... . ... . ... . ... 053 __in�ired for statutory and private grant reporting ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . : S - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 113- Enable extract and export of employee, time, and payroll data S 1054 required for internal chargeback and external services billing ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... i 1 — --- — --- — --- — --- — --- — --- 1 ,---......---4 113- Allow authorized HR users to view and print statutory FLSA and 055 other compliance reports for current periods and historical S periods. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- . .. . .. .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... Allow authorized users to build, publish and organize 'public' S 056 reports into lists and folders for access by other authorized users ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- - ;E - - - . ... . ... . ... . ... . ... . ... . ... . ... 13 - !Allow authorized users to run reports. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- authorized users to schedule reports for execution and to 5TAllow UltiPro Business Intelligence be :058 electronically publish via email, web posting, SharePoint, etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... I reports can scheduled. t . . . . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . . — --- — --- 13- Allow authorized users to sort and filter report data based on '059 'multiple criteria j 13- I ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Allow for non-technical personnel to generate, view and print . . ...... . . . . ... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 5 --- — --- 060 reports ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . ... . ... . ... . ... . ... . ... . ... . ... 13- 'Allow for reports to be created by copying an existing report and 061 modifying it. -13- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - — — — — — — — — — — — Allow users to filter search results by multiple criteria, e.g. dates, — - :062 organization, employee characteristics, etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . --iu S — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 13- Enable monitoring of processing and reporting tasks,. , an 0 UltiPro is not a checklist management solution. ;063 J____ 4-:Z 113- --!completion . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 1 Enable non-technical employees to build, modify and maintain -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 064 1 1 custom reports 1- '13 - 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... Provide a report tool that allows for interactive user sorting, drill- . . ......... . . .. 065 :down, subtotal s, totals, etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . .. ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... 113- Provid e a report tool that ha s 'wiza rd'features su ch a s data ba se 5 1066 . ....... . table a nd fi eld selection, report formatting, etc. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 1 . . ......... . . .. 13- Provide for multiple report formats, including EXCEL and PDF 'Ob 7 formats 113- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Allow authorized users to view and print Employee listing of . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... — --- — --- — --- — 5 --- 068 contact information, alpha by department and division ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . J ....... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 46 13 - Reporting Exhibit G - Page 65 ---......... 113- 1069 --,....... __......... __......... --......... --......... --......... __......... __......... --......... --......... --......... --......... --......... --,....... --.... ,...---......... 1 Allow authorized users to view and print report of Employee --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ , personnel and compensation actions, allow sorting and filtering by user, employee, effective date, entry date, department, cost € 5 center, report period (mm/ccyy), Employee status, and other criteria -------, 113- .......................................................................................................................................... - - - 1 Allow authorized users to view and print listing of Employees with --- ------- ------- ------- ------- ---- --- - - 070 ; multiple personnel and / or compensation actions within a single ? 5 ; pay period, alpha by department and cost center [ 13- ....... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ....... _ _ _... ... _ _ _....... Allow authorized users to view and print report of Employee ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- --------( 071 Information changes to be used for verification of data entry i S ; accuracy and completeness, allowing filtering of data by user, employee, effective date, entry date, etc. 13- µ» Allow authorized users to view and print report of Employee '072 'birthdays (mm/dd displayed only) based user -supplied criteria, e. S 1 ' g. dept., month of year, etc. I ` - 13- --_.....................____.......____.......____.......---------_._..___......... __......... __......... __......... _-- Allow authorized users to view and print report of Employees, T --------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- 1073 ! based user -supplied birth -year parameter, alpha by department S ' 1 and cost center 13- -----------------------------------�•------ - - %Allow authorized users to view and print report of Employee ----------------------------------------------------------------------- :074 used and / or available leave, alpha by department, and cost S center and / or Supervisor — including Floating Holiday ... ........ ........ ........ ._..... ........ .... ........ ........ ........ !---------- '13- 1------------------------------------------------------------------------------------------ 'Allow authorized users to view and print listing of Employee s 075 standard schedules, alpha by department and cost center _ 13 - Allow authorized users to view and print report of Employees' 076 total and current Years of service, and allow filtering by S department, cost center and /or supervisor, e.g. for Service Awards ------- ------- ------- ---- --- ---- --- ---- --- ---- --- ------- - - 13- i Allow authorized users to generate Colorado state -mandated Y ]' 1077 S 'New Hire" reports [ [ •:13- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........_..;...---......... •: Allow authorized users to produce Employee Verification of --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ !078 !Employment form report 13- Allow authorized users to view and print a report of Employees ......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... { j 079 :with FMLA time recorded in a user -defined time period, including 1total hours worked, total vacation and sick leave hours taken, I S I; [ 'total FMLA earned and total FMLA hours taken based on a rolling :12 months - ----------------------------------------------------------------------------------------- _ 13- Allow authorized users to view and print detail and summary 080 report(s) of Employees' benefit enrollment and change S information ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __...... — - - _ ----------------------------------------------------------------------- i 13- Allow authorized users to view and print reports of Employees' 1081 'benefit information that can be provided to vendors after new 5 i i enrollments, open enrollments and qualifying events 1- 13- Allow authorized users to view and print reports of Employees'— --------------------------------------------------------------------- ---- -{ E 082 benefit total cost information that can be used by departments 1 5 j € :for budgeting and for re -billing I [ 13- Allow authorized HR users to view and print a Monthly EAP 083 ! Census Report, a listing of benefit eligible Employees that is sent [ 5 1 to the EAP vendor 13- �...... €...... ...___....... 'Allow authorized users to view and print a report of employees' --------------------------------------------------------------------------------- 084 dependents whose coverage expires within a user -defined time ? S i____.......___ period '13- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __....... _--____-_......... •: For each health and life insurance benefit provided, allow __......... __......... __......... __......... __......... __......... __......... __......... __........... __......... __......... __. 085 ! authorized HR users to view and print a report of Employee S ;'census' information to be used in the annual benefit vendor 1 13- ;bidding process ......... --......... --......... --......... --......... --......... --......... --......... --......... ; Employees Allow Employees /authorized users and to view and 5 ' ; 086 print completed Benefit Enrollment information ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... _ ......____...1...__ ......--------------------------------------------------------------------------------- 1 13- Allow authorized HR users to view and print a report of Voluntary = ` 087 Group Term Life information — employee identification, 5 'premium, - premium band identifiers (e.g. age], etc. - -----------------------......____.......____.......____.......____.....- --------------- ----------------------------------------------------------------------- � Eagle County Functional Requirements - Ultimate Response.xlsx Page 47 13 - Reporting Exhibit G - Page SS ....... --......... --......... --......... --......... --......... __......... __......... __......... --......... --......... --......... --......... --........ ..... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ ;13- ; Allow authorized users to generate a report of Position changes, 088 by user-specified date and department parameters ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __..... ... _ - - - -_--- ------- ------- ------- ------- -------- - •:13- •:Allow authorized users to generate Department Personnel X89 ! Schedule, output in PDF and Excel formats S Via UltiPro Time Management. _......... __......... __ 13 ;Provide point -in -time reporting capability 15 T --.......----......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......--......... 13- Allow authorized users to create ad-hoc reports based on security: 091 'access /user role, e.g. access to Department/ Division data, 5 access to select fields. Eagle County Functional Requirements - Ultimate Response.xlsx Page 48 13 - Reporting Exhib I G - Page 67 i. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... J 14 - Self Sery Ice — -- — -- — -- — -- — -- — -- — -- — -- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — . . ......... . . .. i I --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Vendor Response — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- item# Requirement . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... Cod 1 Comments . . i ....... . . ......... . . ......... . . ......... . . ...... — -- — -- — -- — -- — -- — -- Employee Self Service -- — --- — --- — --- ---- — --- — --- — --- -- — ---- . . . . 14- . . . ................................................. . ............... . . . . ....... . . . . . . . ...... . . ......... . . ......... . . ......... . . ......... . . ......... Employees can view communications posted from . . 5 001 ---------- administrators. ------------------------------------------------------------------------------------------- i i -------- ------------------------------------------------------------------------------------------- :14- 002 Employees can access links that can launch: 14 - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . 003 Documents (forms may be saved and/or printed). ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — ------ - - --------- - - --- 5 — --- — --- — ------------------------------------------------------ — --- — --- 14- W4 ----.-.---4-.---- Web sites — -- — -- . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . S -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- __7 14- 005 E -mails 1 — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- .14- :006 1 Employees can model their paycheck for changes including : U Iti m a te Softwa re offe rs a "m od e I my pa y" opti on fo r cu sto S For pricing and options, please speak with your Business m e rs. deductions, marita I status, and exemptions. 'Development Manager. 14- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Employees can view and/or update personal information -------------------------- — --- — --- — --- — --- — --- — --- - -- --------- - - ---- ,007 including: ------- - - --------- - - - . .. . .. . .. . .. — - - — ---- - - --------- - - --------- - - --------- - - ------------------------------------------------------------------------------------ '14 - Name 5 :14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... j -Address . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... S . . ......... . . .. 009 14- 1 1010 -Phone numbers . . . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . S I - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 1011 E m e rge n cy conta cts S 14- 012 Previous employment ------- - - --------- - - --------- - - --------- - - --------- - - --------- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 5 --- 14- 1013 -....... - Educational background . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. . . ......... . . ......... . . ......... . . .. 4- 014 Employees can view their status and key dates. 5 ------------------------------------------------------------------------------------------ 14- 1 Employees can view company property assigned to them. 5 1 14- 1016 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... .. . . ......... . . ......... 1 Employeescan view EEO/19 information. . . I .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 5 i . . ......... . 1 1017 Employees can view job information including: ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- 14- ......... . . Job code and title — --- — --- — --- — --- — --- — --- — --- — --- — --- — 5 --- ------ ------ ------ ------ -- — --- — --- — --- — --- — --- — --- — --- — --- — --- :14- Job d 7_T S oig 14- esc ri p"ti—on ------- - - --------- - - --------- - - --------- - - -- 020 Date and time in job ---....---I 14 - :021 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Compensation . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 5 . . ......... . . .. 14- - - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- :022 Su p ervi s or. ....... . . ......... . . ......... . . ......... . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — - :14- 023 ___T_-Unlimited 0 rga n izatio nal leve I s ------ ------ ------ ------ -- — --- — --- — --- — --- — --- — --- — --- — --- — --- 114- history including 024 job change reasons ... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... — -- — -- 4 ....... . . .... --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 14- 1025 1---- 1 -Unlimited performance review history — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- i 5 1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- '14- :026 Unlimited salary review history S 14- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -- Licenses S 027 i14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... - Skill, . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... F. . . ......... . . .. I .. 0 .. 2 . 8 -------- - - --------- Eagl e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 49 14 - Self Sermce Exhibit G - Page 68 114- 1029 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... -Tests --- — -- — -- — -- — -- — -- — -- — -- . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- — --- — ---1 114- I Award s S 1 1030 J 14- Train i ng Profile S 1031 I— '14- 1 -- — -- — -- — -- — -- — -- — -- — -- — -- — -- -- — T --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :032 : Employees can view benefit information including- 1 I --------- 14- - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- _ --------- - - --------- - - --------- - - --------- - - --------- - - --------- i - - — --- — --- — --- — --- — --- — --- — --- — --- i -Current benefit elections 114- 1034 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 - Employer contributions by code . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 1 4- ------------------------------------------------- i 035 -Beneficiaries and dependents ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 114- 1 - Pe rson al an cl med ical leave accr ual s a nd ba Ian ce s . 1036 ]1 - - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 037 obra qualifying events ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . S — I --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Participate in an electronic open enrollment — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- S 1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 114- 1 039 1 View all eligible plans 1 ,14 - ------- - - --------- - - - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - 0,c View th e costs associated with these plan s ......... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 14 - :041 'Choose their benefit plan and coverage option . '14- ------- - ---------------------------------- - ----------------- - - --------- - - --------- - - --------- - - ------- - 042 Requesttime off from their manager 5 1 1 ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... .... . . ......... . . ......... . . ......... . . ......... . . ..... — --- — --- — --- — --- 14- jj�13 :View time off balance . .. . .. — -- — -- — -- — -- — -- — -- 5 -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- J 14- 0" 1 List of ti me off h i story (add itio n s a n d s u btraction s) ............................ 5 1 :14- : Employees can update benefits coverage with on-line Open I 045 Enrollment 14- --------------------------------------------------------------------------------------------- Employees can update current benefits coverage based on the — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :046 ---------------------------------------------------------- :following life events: _HH_HH_HH - -- - - --------- - - --------- - - --------- - -- — ---------------------------------------------------------------------------------------- 14- : New hire 5 '047 . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . .............. ......... . . ......... . . ......... . . .......................................... ......... . . . ....... . . .... ... . . . . ....... . . ................................................................................................................................................................... . . . . . .. 114 - . Adding a dependent — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- ___L 5 --- L -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 114- 1049 1 Removing a dependent 1 - '14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 1050 Change in marita I status S - -- - -- - -- - -- - -- - -- - -- - -- _-T.- Ch ange i n ad d re ss/locatio n S T -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- __7 051 -- — f --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- '14- :052 'Employees can view documents attached to their employee :record. ---------- ------------------------------------------------------------------------------------------ :14- :Add/ update direct deposit information 5 053 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. :14- Access/ view/ print cu rrent an d historical pay statements, w2, S 054 1095C 14- 1055 1-1-4--1 --- e- I ml, I pl-I c 'yee ; —wi t h- -s' ell I I f_ --s -el I rllv—i -c- e_1 I ol- -1 o_1 I oll I k11 - -a- t-1 r, I -a i -n- g, --- -- — 1 --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i056 offerings, sign up for class, look -up their records ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — S -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 14- 057 ---------- Allow employee to record external training / certification ----------------------------------------- - -- - -- 5 - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Ma nage r Se If -Se ry ice Cod e Comments 14- ...... . . ......... . . ......... . . ..... . . . . ...... . . ......... . . ......... . . ...... 'Managers have access to the entire employee self-service . . . ........... . . ......... . . ......... . . . 058 ......__ i capability. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... Eagl e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 50 14 - Self Sermce Exhibill: G - Page 69 J 14- 1059 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Managers can search for employees by na me or employee 'number. . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... I 1 14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... System a llows MSS to originate ma ny of the com mon processes . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :060 :found in a "Personnel Action Form" S 14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 'View ............................................................................................................................................................. Employee personal information S :14 - Employee contact information (em ergen cy inf o a nd call -i n 062 information etc.) ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 114- 106 3 View employee job information 5 1 i -------- - - --------- - - --------- - - --------- - - --------- - - ------ __ . .. . .. — -- - - --------- - - --------- - - --------- - -- — ----------------------------------------------------------- 064 .. . . ......... view employee job history . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . - --- — --- 14- 065 View employee compensation history 5 ------ ------ ------ ------ ------ -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 1066 J View Previ ou s em p I oym e nt i rif orm a ti on 1 5 1 ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. ... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 14- ; :View Educational background I :14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... View Lice n se s and ce rtification s . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... S . . ......... . . .. 068 114 - --------- - - - - ---- - - --------- - - — -- — -- — -- — -- — - - - ------ - - --------- - - --------- - - --------- View/ M od ify/ Appr ove Sa I a ry revi ew s w ith wo rkfl ow - - - — — — — — — — — — — — — — — — — — — S ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 14 - :070 Vi ew/ M od ify/ Appr ove P erform a n c e r evi ew s 14- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Review a nd a pprove persona I and med ica I leave requests & - -- .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . S ... 071 1 calendar ____ ------ ------ ------ ------ ------ ------ i - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 114- 072 I Review a nd a pprove I eave req uest I I 5 :14 - 073 Assign employee paid through dates 1 ......... . . — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- :14- 'Attach documents to an employee record S 074 14- --------------------------------------------------------------------------------------- Establish whether attached documents are viewable by the — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 :075 ----------- 14- employee ------------------------------------------ . .. . .. . .. . .. . .. . .. -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — f --- Begi n term i n ati o n wo rkfl ow pr oce s s. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 1 . . ......... . . .. :14- IEL__4 Acc e ss o n -I i n e f orm s/ch e cki i st, etc. ....... 114- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... — -- — -- System supports vacation calendars for any defined group of -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — S Via U I ti P ro Ti me M anage me nt. --- 078 department codes 14- All Employee (salary, bonus, etc.) compensation information i 079 must be ava ilable f or ma nagers to review with workflow ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ...... . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Allow for a Dash boa rd like view of to -d o items (minim ally to d( 080 reports) .. . . ......... ,14- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... manager can see open positions in his/her dept. or reporting . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. '081 structure :14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... managers can monitor and report on training activities by . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 5 . . ......... . . .. 092 individual employees 14- ::083 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. manager can see training completion status for employees .... . . ..... - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- -- r. T -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- '14- :094 Manager level ad-hoc reporting of employee information S — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Workflow ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... Comments .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... I I ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . 14- Provid es bu ilt-in a pprovals for a h ierarchy (mu Itiple levels) Of 5 085 approvers. 114 - 096 ---------- ;Are there any limits on number of approvals? -------------------- . ...... ............. . . — - - --------- - - --------- - - . .. . .. No limit . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 14- :087 Can each process have it's own approva I process? S 14- — --- — ---- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 'Provides for approval by role, where anyone who is assigned the --- '088 I . . . ......... I : role can approve incoming requests: ...... . . ......... . . ......... . . ......... . . ......... . . .. ____1 . . . ....... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . .. : S - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagl e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onse.xi sx Pa ge 51 14 - Self Sermce Exhibit G - Page 70 J 14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 1 Al I ow s the re -al I ocation o r de legation of ta sks from o ne app rove r . . ......... . . ... 1089 Ito another. 14- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. 'Allows the assignment of observers and e-mail recipients to . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- — --- — --- i 090 :workflow processes. S 14- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. Automatically send e-mail notices to approvers to inform them 7_T -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- ,091 that they have a request that requires attention. I -------------------------------------------------------------------------------------------------------- 14- --------- Automatically sends e-mail notices to the initiator of a request to 092 let h im/her know it ha s been a pproved. 14 - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Allows users to view outstanding workflow transactions in various - - .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . 1 S ... 093 states such as pending or complete .. . . ......... . . ......... . . ......... . . .. — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 14- Allow out of the office delegations to automatically manage S 094 1 workflows during an individual's absence 14 - Allow users to ca r cel pen ding workflows. (e.g., when an employeel 7 S 095 leaves the company). — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i 14- Provides wizards to walk managers through work event I o96 processes. -------------------------------------------------------------------------------------------- S -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I----------- :14- I Uses audit trails to capture all modifications to employee 097 information. ---------- '14 - ---------------------------------- — -- — -- — -- — -- — ------------------------ - 098 .. . . ......... Captures the date and time when a request was approved. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ....... . . .... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ----- 1 '14- :099 j Captures who approved a request. S 1 --- — — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- � 14- 110o........ Captures approver comments associated with a request. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . . S — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :14- 101 ...... . Performs real-time updates to employee information. . . ....... . . ........................ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- 114- ]Allows users to make date -sensitive changes, which are applied 102 'on the desired date. S 14 - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Allows users to view summary statistics about all workflow . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. :103 activity. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ---- 114- 1104 :Allows workflow e-mail messages to be customized. 5 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - --------------------------------------------------------------------------------------- '14- Displays warning and error messages to users in rela tion to 105 requested changes. — -- — -- — -- — -- — -- — -- — -- — -- -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I Payroll Employee Self -Service — — Cod Comments '14- 1 — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 'Ultimate Software offers a "model my pay" option for customers. i 106 Provide online check modeling. 5 1 For pricing and options, please speak with your Business IDL velopment Manager. 114- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 Allow changes through ESS, change remains in pending status . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... ....... . . .... . . ......... . . .. 107 i until payroll/benef its reviews and approves, once approved the S change flows into payroll on the designated date (ex. address i changes, name changes, life events, w4 changes) ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 14- 112L_4L i Time off is ALWAYS in synch with the EE record in time a nd ESS . . ......... . . ......... . . ....... . . . ......... . . ......... . . ......... . . ......... . . 5 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 114- Employees can view unlimited pay history including: ... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 114- iliq__ Net pay 5 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 114- 1 Hours by code . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 5 . . ......... . . .. - ii:7 — -- --------------------------------- _"" — -- — -- — -- — -- . .. . - Earnings by code .. .. . ... . ... . ... . ... . ... . ... . ... . ... . ... 1112 .......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 1 . . ......... . . .. i-1-4 113 Deductions by code --------- - - --------- - - --------- - - — -- — -- — -- — -- — -- — -- — -- — 5 -- . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... :14- i 114 Taxes by code ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . S .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :14- 5 Direct deposit distribution 5 14- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- ES S a I I ow s e m ployee s to view/pri n t own pay stu b 5 116 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagl e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 52 14 - Self Sermce Exhibit G - Page 71 .....---.......----.......----.......----.......----....... ......... --_....--......... --......... --......... --......... --,........ 117 p Em toyp yeescan view currentand revious ear -to -date totals. S -..................................... ___-....... ........... ........... ........... ........... ........... ........... ........................- ,____- 14 Employees can view and update their direct deposit distribution S ;11$ and set effective date. 14 Employees can view, download and print their W-2. S !119 mm 14 Employees can designate that the electronic copy of the W-2 is 5 mm mm mm mm mm mm 120 'the only copy that they require. € --------------------------------------------------------------------------------------------------- --------- ...................................................................................... 14 Employees can enter time transactions. E ;121 I [ 14 General Self Service S !122 14 'Allow authorized users to publish customized messages on 1123 ; employee portal home page to all employees or select S employees, e.g. deadlines, system downtime s...... . _.......___......... __...... .. ..... ......... __......... __.... - - ... _ - +-- - - -------- ------- ------- ------- ------- ------- ------- ------- :14-_..... - -+ Self Service available for Terminated Employees Including: 124 -------=---------------------------------------------------------------------------------------------- - - --------------------------------------------------------------------- 114 1 - W 2's ;125_ 5 14-Personalinformation 5 126... ...... •-. --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... � 14 - Employment information 5 127 ---- ------------ ----------- ----------- ----------- ----------- -- ------ ....._........_........_........_.................................................................................................. .. 14 -1t}9s C E'E ff 128 15 E 14 -Pay statements I 129 i I I [ Eagle County Functional Requirements - Ultimate Response.xlsx Page 53 14 - Self Service Exhib I G - Page 72 ............................................................................................................................................................................................................................................................................................................................. ...... ...... ------ ------ ------ — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Vendor Response — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Cod 1 i Item# Requirement Comments 1 - -- — -- — -- — -- — -- — -- — -- — -- -- — --- — --- — ------ — --- — --- — ---- --- — -- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . ... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . Provide "what if' modeling to determine salary increase 001 1 recommendations ( e.g. input Merit increase rate) generate S Via UltiP ro Compensation Management. reports to enable analysis of impact on budget ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------------------------------------------------------------------------------------------- ,Allow multiple salary increase recommendation matrices for 002 review and approva I by multiple supervisors. . ....... . . ......... . . ......... E . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Apply salary increase recommendation to employee population 003 and route recommendations to supervisors for online review and modifications. . . . ......... . . ......... . . . . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... — --- — --- — --- — --- — --- — --- — --- — --- Allow managerial changes to recommendations, route new S 004 i recomm en dations to approving level a nd to HR when approved. 115- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - �161ti ------------------------------------------------------------------------------------ 'Generate personalized discussion sheets regarding increase for I Pro Business Intelligence reporting tools can be used to assist 005 1 distribution to employees. !with this process. ------- - - --------- - - --------- - - --------- - - --------- - - ------ . .. . .. — -- — -- - - - - --------- - - --------- - - --------- - - - — - - - - --- - - --------- - - --------- - - --------- - - --------- - - ---- 15- 'Allow creation of groups and inclusion or exclusion based on 006 user -defined criteria, such as level, function, location, hire date, status or socia I security number. 15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- i Support ba se in crease a nd lump sum payments th at are based on S t o07 different guidelines. 15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Calculate pool to be distributed to employees in a defined group, 1008 based on calculations using user defined fields. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - -- ........ . . . ...... ....... - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - 15 - Provide security for these user -defined groups. Se cu rity i s ro I L-- ba se d. 009 .. . . ......... 115 - . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Monitor allocation of total pool of funds during what -if modeling. 5 Via UltiPro Compensation Management. '010 !15- - - - ------ - - --------- - - --------- - - . .. . .. . ... . ... . ... . ... . ... . ... ---------- I Fu fe f ization 011 Provid e ro p atu r e or organ al reviews a nd a nalysi '15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... --- 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Provide reporting capabilities to managers (multi-levels) for their i 012 area of responsibility during the planning process. '15- ....... . . ...... I .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. ....... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Provide reports to HR for analysis and allow export of data during 013 !the planning process. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Tra ck HR completion of position re-classification with in user - 014 specified number of days of receipt, issuing email reminders at S user -defined time intervals i 15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... ... . . . . ....... . . . .................................................................................................................................................... . . . ....... . . . . . Allow authorized HR users to copy approved position and 1015 classification salary budget detail to actual position / classification S I data for specified calendar year (multiple iterations) I . . . . 115- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . Provide an interface file of detail Position data and detail Salary Please see the attached UltiPro I ntegratic)n Services Product --- S 'data 016 for upload to in-house Budget system Profile for more information. . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. . .... . . ......... . . - .. ......... . . ......... . . . — --- — --- — --- — --- — --- — --- Us- Allow authorized users to view and print preliminary and final 017 departm ent / cost -center I evel Sa lary Budget An alysis reports a nd distribute to departments for review, e.g. employee -level salary . . . ......... budget d eta il . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is- . i i Allow authorized users to view and print department level Salary 018 Budget Payroll Report, including information to indicate end date for Term positi ons so that budget a nd payrol I reconcile, e.g. '1 content to include employee -level monthly and annualized salary 5 Business intelligence reporting tools can assist with this process. info, percent of ra nge, 971/6 an d iW16 sa lary a mounts, sala ry subtota Is and totals for the depa rtment; Term position end date signa Is th at a nnua lized sala ry may be f or less than 12 months I-------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - I Reconcile approved to requested salary actions and generate a S Business intelligence reporting tools can assist with this process 019 i report of exceptions Alilow aut_� o" r . . ......... . . ......... . . .... . . . ......... . . .... — --- — --- — --- — --- ized users to view and print a report of Salary budge i ro Compensation Management and Business Intelligence S 1020 '1 to Sa la ry a ct u a I i nfo rmation reporting tools. ... . . ...... — -- — -- . .. . .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- he Merit budget and recommendations completed within t e i ,021 system, including pay range, position in range and final ............... evaluation rating --- ------- - - --------- - - -------- - - ---- . .. . .. . .. . .. .. . ... . ... . ... . ... . ... . ... . ... Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 54 15 - C om pensati on Exhibit G - Page 73 i ....... . . ......... . . ......... . . ....... — -- — -- — -- — -- — -- — -- 1 CoTpnsatlon .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... i i I is- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Dates, pay ranges and effective dates are maintained individually '022 'for each position 115- — -- — -- — -- — -- — -- — -- 023 115- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- !System allows for and facilitates batch entry to comp by various i 024 igroupings 4 5 1 Via UltiPro Compensation Man a_gement 15- ------------------------------------------------------------------------------------------- System allows for adjustments to rates byjob family or position -------------------- - ------------------- 1025 1 family 1 5 1 1 Via UltiPro Compensation Management. ----------- 15- -------------------------------------------------------------------------------------------- System provides comp reports including examples like ----------------------------------------------------------------------------------- siness intelligence can be used to generate compensation '026 'Promotions within a grouping ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 115- 1 Compensation system allows for importing new ranges after a job i 0 1 027 ;survey --- — -- — -- — -- — -- — -- — -- — -- — -- — Salary Structures -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I Cod I le I Comments I--- — '15- -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- --- ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 4 Mainta in mu Itiple sa lary stru ctures a nd ra nges. 5 028 .. . . ......... i . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . _1 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 15- i i 029 . i Allow differences in size of range from midpoint. i ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . .. . .. 15 - !Retain history of salary structures. 1 5 030 .. . . ......... 115- '031 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 Provid e capa bility to model impa ct of cha nge in sa lary structure . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 5 Via reporting. ----.-.---4 115- based on incumbents or hypothetical group. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 1 Support reporting of salary structure assignment to specific jobs, 032 i organizations, etc., at any point in time. '15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... — -- — -- 'Structures -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- should allow for varying amount such as annual, I 1033 1 1 monthly, biweekly and hourly amounts. ; ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - 5 - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -------------- — --- is- Maintain specific midpoint differential and range spread when 'adjusting S 1 UltiPro autom atica lly ca lcul ates th e m idpoint amou nt. 034 a selected midpoint in the salary structure. ---------------------------------- i ---------------------------------------------------- — -- — i Job M a rket Sal ary Su rveys ------------— --- — --- — --- — --- — --- — --- — --- — ---- Cod I Comments e ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... 15- 035 Support the comparison of internal jobs to surveyjobs, noting Customers can use UltiPro's reporting tools for internal job data S Ito External data is diff eren ces between interna I an d survey job. assist with the comparison process. market not ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ___ __. stored in Ulti Pro. L . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . i 15- Allow for the same job to be matched to multiple surveyjobs 0 External market data is not stored in UltiPro 036 (multiple surveys and multiple jobs in same survey). .... . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- 'Tra ck j obs matched to ea ch survey, by date. 0 External market data is not stored in UltiPro i 037 is- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -------- support total compensation comparisons, allowing for base, t --------------------------------------------------------------------- - --- - --- 5 Via ,038 --------------------------------------------------------------------- bon u s, ove rti m e, et c. 1 1 reporting. — -- - --------------------------------------------------------------------- ,15- i i i Support ad hoc reporting of survey data. 0 U39 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 Sa I a ry Position Change s 1 Cod 1 Comments is- ....... . . ......... . . ......... . . ......... . . ......... . . .... — -- — -- When position is being added or updated / re-classified, validate — --- — --- — --- — --- UltiPro will not automatically perform the validation but 040 i that the position salary does not cause Department to exceed sed to assist 5/0 workflow business processes and reporting can be u, total salary budget ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... with this process. . . ....... . . .... -- — --- . . . ......... . . ......... . . . — --- — --- — --- — --- When position FTE is added / updated, allow actual position FTE 041 to exceed budgeted position FTE only with justification provided I i UltiPro will not require specif ic j ustification provided to HR from to HR f rom the Depa rtment, e.g. retirement overlap; gen erate a 5/0 'the department; however, workflow business processes can be warning message if position exceeds budget, and notify HR of the i used to assist with monitoring this process. ex c epti on '15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Validatethat pay increase for position promotion or . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........ i 042 UltiPro will not automatically perform the validation, but reclassification is charged to appropriate account / cost center as 5/0 workflow bu si ness processes and reporting ca n be used to a ssist set-up by HR, e.g. department base salary budget account vs. with this process. merit account ---- "I'll, ---- "I'll" 11 11 11 1 1 1 11 11 11 11 1 1 I'll I --- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, --- — ---- ---- I'll — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I-- I Analysis and Reporting ill Ill, Cod i I ------------------------------------ — -- — -- — -- — -- — -- — Commen��, -- 15- Provide for ad hoc reporting of employee and former employee ; 5 1043 Lji nj��ma��o n fo r com p e n s at i on ana lysi s. ......... . . ......... . . ......... . .. I — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 55 15 - C om pensati on Exhibit G - Page 74 ----.......---,......----......._---.......----.......----.......----.......----.......----.......----.......----.......----.......----.......---_..... 15- These reports include, base reporting, positions, salary history, 0" wage guideline 15 Include export capability of all this compensation analysis — !045 — ? — — Incentive / Meritj Special Compensation — — — ----------------------------------— 15 Provide merit planning with salary planning 046 -- ......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --...... 115 - Support monthly, quarterly and annual merit payments. 047 ,,,, --- ----------- ----------- -------- w........................._.........._.........._.........._.....».. 15 Support discretionary bonus payments. 048 ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --...... 15 - Allow for special discretionary payments (e.g., end of project !049 !bonuses) —Budget 15- 1 o5o j I I I I I I I I I I ]I ]I ]1 ]1 ]1 ]1 1 1 ] What are the steps involved in creating a budget worksheet for ]d your managers? ]1 ]1 ]1 ]1 1 1 ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --...... 15- ! Managers can view summary data and analyze salary budget 051 information for their departments. ----.......---i....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --...... 15 - Managers can assign salary increases based on: ;052 115- ......... .......... __......... __......... __......... __......... __......... __......... __......... _------------------------------ Dollar amounts os 1.--- ---�....................................................................................................... I 5 I - - ----------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- - � 5 � ICadComments---------------------_______�.___�.---------------------- I --�---�--- ----- —--- —--- —--- —--- —--- —--- —--- —--- —--- ----- _ I 5 I Via UltiPro Compensation Management ........... --......... --......... ---. II I 5 I ....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... -- I 5 I r` - - ----------------------------------------------------------------------------- Cod Comments I 'e -- n ----� - a ----t--1----� - I--------------- � UltiPro Comp-ensat---i --- on Manag----ement-f-a--c ---sa--lary increase administration by delivering the tools and information your i managers need to make effective decisions regarding future compensation for individuals and/or an entire team. Highly configurable, UltiPro Compensation Management makes it easy ' for you to tie your company's salary -increase process and business rules into the solution. Working online, managers can rapidly review their salary budgets and guidelines, and determine ij the best way to allocate pay increases to their employees within i their approved budget. Once managers decide on the allocations, they can submit pay increases for processing with the click of a button. Because there' s no manual calculations or spreadsheets required to budget E salary increases, managers have more time to focus on driving your business. With UltiPro, salary planning cycles are reduced because managers can: Review summary or detailed budget data online • Analyze the impact of proposed salary adjustments without having to weed through spreadsheets i • Assign salary increases based on dollar amounts, percentages, or a combination of the two Create "what -if' scenarios to see how salaries change when an increase goes into effect and to ensure the total increase amount does not exceed the department salary budget • Apply an "across-the-board" salary increase for their team or allocate different percentages and/or dollar amounts to different employees • Manage one-time payouts such as periodic bonus disbursements • Set up performance guidelines that will be factored in when the I I proposed salary adjustments are calculated (for example, certain i E I; performance ratings can only receive a specified maximum increase), with a visual warning for any adjustments outside of these guidelines When a manager has finalized staff salary changes within the budget, the proposed increases are submitted for approval i E I automatically. Following the review hierarchy that you define, each employee's recommended salary increase is routed to the appropriate parties for final approval. Once approved, the salary ; adjustment goes into effect on the date specified. 5 i ---f.....-----i----......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --1 I I 5 ___M ....... __......... __......... ---------- ------- ------- ------- ------- ------- ------- ------- ------- -------- Eagle County Functional Requirements - Ultimate Response.xlsx Page 56 15 - Compensation Exhibill: G - Page 75 . . . ......... 115 1054 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Percentages --- — -- — -- — -- — -- — -- — -- — -- . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- ......... . . ... 15 loss . . ......... Combination of dollar and percentages . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — S -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- .. is- . — Managers ca n create "what if' employee scena rios to ensu re that S :056 increases do not exceed the departmental salary budget. I -------------------------------------------------------------------------------------------------- is- Managers can apply "across the board" salary increases for a — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- f S 057 ---------- 'department. ------------------------------------------------------------------------------------ .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 15- 058 managers can allocate different percentages and/or dollar different ---------- '15- amounts to employees. ------------------------------------------------ -H - -------- 'Assign multiple salary increases to one employee (i.e., cost of S '059 i living a nd merit in creases). 115- ........ . . . . ....... ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — 1 Rate changes and increases are effective -dated for payroll I -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I S lo6o I processing. . . . . ....... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- '15- Manager can plan for compensation, overtime, taxes and S 1 Utilizing UltiPro's business intelligence tools. i-06.1 1 benefits. . ................................................................................................................................ ,15- '062 Manager can utilize advanced functions to calculate benefits 0 Salary and compensation only. (nested if/then statements, etc.) ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 15 - 'Manager can plan for pre-tax benefits. 5 Utilizing UltiPro's business intelligence tools. 063 15 - ------------------------------------------------------------------- - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - :064 Manager can set budget using FTE or Headcount. : S .. . . ......... '15- . . . ....... . . ...... . . . . .. . . ......... . . ......... . . ......... . . ......... . . --- — --- — --- — --- — --- — --- — --- — --- — --- 065 i Manage r can p Ian for te rm i nation s, leave s, and n ew h i re s. 0 :Current employees in current positions only. — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 115- Managers can plan for transfers between locations, departments 0 See above. 1066 'and sections. ...... 115- . . . . . . . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . Manage rs ca n pla n for te m pora ry, part t i m e, h a If t i me — --- — --- — --- — --- — --- — --- 0 See above. :067 .... Lempbyees. ------ ...... . . . 15- 'Managers can plan for temporary employees from an outside 0 See above. 06 9 15- age n cy. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Manager's view of budget can be restricted to their respective - ---------------------------- :069 ---------- departments/offices. ----------------------------------- HH -HH -HH -HH -HH - ------ - - --------- - - --------- - - --------- - - ----------------------------------------------------------------------------------------- ,15- 070 Bu dget D at a c a n be ex po rted to exc el. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 15- Current and prior yea r payroll data is accessible in the bu dget S Payroll history only. 071 planning module. '15- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 'Manager can generate variance reports to compare budget to . . ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 — ---- 072 j actual expense. ----------- ;15 ------------------------------------------------------------ System maintains historical budget records. 0 ,o73 - -1-5 .......... . . . : B u- 'd -g e t a -ss' u" rn --- e s a I I- xi-sTin, g c -o- m", 'p'-,- -t- "a x" e --s n" W e n, -e- -f i 't"'s r`e-m,ai-n-s the 074 'same, then allows for overrides as necessary. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 0 :wages and compensation only. . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 15- Allow auth orized HR users to set globa I sala ry budgeting '075 parameters for a specif ied ca len dar yea r, e.g. merit merit S dollars - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- J 15- :Allow authorized HR users to record and update approved salary i I 1076 for a specified calendar year - 115- __'budget 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... ]Automatically monitor a position's Grant budget to actuals and -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- This information can be tracked via a third party budget and I :077 expiration date, and notify employee's supervisor via email that I :workforce planning solution. .funds or expiration are approaching user -defined threshold - ------ lis- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - - - Enable recording and tracking of position's Grant budget -------------------------------------------------------------------------- :078 ---------- allocation and expiration date ----------------------------------------------------------------------- - - - ----------- - - --------- - 15 - Allow authorized HR users to include approved supplemental --------- - - --------- - - --------- - iO79 I---- i funding amounts in a department's reported budget t .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- o8o 'Route Salary budget reports to appropriate department users and. allow a uthorized u sers to notify HR of any correcti ons, e.g. d ata : UltiPro Compensation Management can be configured with S workflow approvals. Budgeting and workforce planning would be I error, missi ng PAN; i ssu e a uto-reminders to depa rtment users to I don by dget complete budget review and approve salary budget e a third party workf orce/bu pla nning solution i is- 091 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... :Allow authorized HR users to configure reminders to Departments users regarding deadlines for coming year salary . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ........ . . 5 Via UltiPro Business intelligence. ......... . . .. actions and budget reviews ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ -HH-HH-HH - ---- - - --------- - - --------- - - ----- . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . ...................................................................................... . . . Eagi e Cou nty Functi ona I Requi rem ents - U Itim ate R esp onseA sx Pa ge 57 15 - Compensation Exhibit G - Page 76 ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --,....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ 1 is- I Allow authorized users to generate a Budget to Actuals Payroll f 082 report, filtered by Department and / or Cost Center and including [ alerts when budget exceeds actuals by a user -defined tolerance S 'Managers can create reports for payroll history to compare to the ff level, e.g. 97°%, and for user -defined budget pools, e.g. base budget. E salary pool, merit, pool, etc. Eagle County Functional Requirements - Ultimate Response.xlsx Page 58 15 - Compensation Exhibit G - Page 77 .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... i iMSecurity— -- — -- — -- — -- — -- — -- — -- — -- — -- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . _-------•--------.-------.----- — --- — --- — --- — --- — --- — --- — --- Vendor Response --------------------- -- — -------------------------------------- Item #I Requirement . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Comments_.......____.......____.........----.......---- Cod 1 omments — -- — -- — -- — -- — -- — -- — -- — -- e 1 -- — --- — --- — --- --- — --- — --- — --- »......----.......----........ ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . ......... . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . j 16- 001 ---------- .Access control defined per role i 4 ------------------------- ------- ------- ------- ------- -------------------------------------- 1 f--4 — -------------------------------------------------------------------------------------- - 16- Unlimited number of user defined roles can be setup i 5 116- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Role access can be defined in a granular state ex. field level/ . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... Fields added using UltiPro's Platform Configura bility fun ction ality 003 modular level/ screen level. can be secured 4 16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . .......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . ......... . . ......... . . . !Field access is grouped into confidential, and general access, for i 5 I Field level security can be configured. i 004 ease of selection ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . I ....... . . .... .... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16 Standard roles are already defined -5 OOS ....... . . ... . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- Restrict user access to Employee information and attached S 006 documents based on defined roles and authorizations ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . .......... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . .......... Security is role -based allowing the application to avail business 007 j 1 processes, screens, and menu items to authorized users based on i i the security rol e(s) assigned to that user. A role can be configured Allow field -level restriction of viewing select Employee S to restrict the view or edit rights of an employee's Private Info information, e.g. SSN, Birth date, HIPAA-related, etc. page, which includes data such as Date of Birth, SSN, etc. Additionally, access to SSN can be configured with multifactor ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- authentication. .......... — ---------------------------------------------------------- - --------- - - --------- - - 16- Allow field -level restriction of update a uth ority fo r employee i ,009 information, e.g. only designated users may change employee S Please see above. name and SSN ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- i Allow authorized users to view last four (4) digits of employee S 009 ;SSN for processing department purchases /expenses ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... ... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- 1 Allow authorized HR users to define Salary Budget access control 010 parameters that restrict users to appropriate information, e.g. by Department, Fund, Cost Center, etc. ....... . . ......... . . ......... . . ......... . . ..... . . . . . . . ...... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... !Security . .. ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . [Cod Comments -------- - - - — -- — -- — -- — -- — -- — --— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- Ultimate Software supports the SAML 2.0 standard for I i communicating identities over the i nternet. Leveraging U ItiPro's Single Sign -on services, employee users can be provided the i Does the proposed application support single sign on? 'S opportunity to authenticate into the U Iti Pro portal using their corporate network credentials, such as Active Directory or SAM L j L__T- G -based identity Management Solutions. 6 j . ......... . . ......... . . . Yes, UltiPro supports two step ormulti-factor authentication out I 1012 i Does the system allow for 2 step Identification similar to google? S of the box. You can configure multi -factor to send phone, text or based codes. —--- — --- — --- — --- — --- — --- — --- — - 1 013 ; Can users have more than one security profile? 5 - - ... i16- ........................................... . . ......... . . ......... . . ......... --- 4 ....... . . .......... . ......... . . ......... . . .. . . .. . . .. . . .. . . .. . . . Does your application allow for customer defined ID and . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 10114.__ i password methodologies? 4......----......._ . .. ....... . . . . .................................................... . . . . ......... . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . ...... . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 116- 'Does your application allow for global security policies (e.g., 1015 number of invalid attempts before reset, time outs)? II . ....... 16 . - . . -- "---, --n- - _`'" --'_, - " -r-g- 'o' tt -- ," -an T -1 -Pas's'word resets can be -,d,o n e, t'h r o u,g"h- password - hints and ... . . ......... . I 1016 is validation passwords'' !How H f, r f o- e processed- when locks has forgotten log information7 challenge questions, a secure email link, or by an administrator employee out or -on i reset. . . . . 16- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . .. . . ......... . . ......... . . ......... . . ..... . ......... . . .. 'Allow security definition by user, function, screen and field values 1017 and organization level, both online and in batch S — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- ;16- I 1018 Provide ability to lockout records S -------------------------------------------------------------- o19 Ability to run security reports for inactive users S ............... 16 - U20 --- Ability to run reports that specify unauthorized user attempts ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. r. Eagle County Functional Requirements - Ultimate R esp onseA sx Page 59 16 - System & Security Exhibill G - Page 78 . . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 1021 Ability to run security reports of user capabilities by function ... ... . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- — --- — --- 16- Provide supervisory access for transaction corrections :022 .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- S — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- System provides role -based security 1023 1 1 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- 15 - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- The system administrator have the ability to see the last time 11024 System provides security audit trails — who logged In and did will 5 an employee has logged into the solution. UltiPro provides I I what when I auditing as to what was changed by user ID; however, auditing by :whom has viewed is not a current functionality. .. . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ 1025 1 • Perform system daily maintenance from 3.00 a.m. to 5:00 a.m. I I (applicable to customer's production SaaS site time zone), not to exceed a maximum of five (5) hours per month. Customers may experience intermittent connectivity or may be restricted from access during this period. No advanced notice, as stated in the contract. • Perform release upgrade windows as required three (3) times i per year on either Saturday or Sunday from 2-00 a.m. to 9-00 a.m. 1 How often are system updates pushed out and when are they {applicable to the customer's production Sa aS site time zone)' Customers may experience intermittent connectivity or may be generally done (for example. Sunday at 3 a.m. twice a year) ? restricted from access during this period. Advanced notification will be provided via newswire. • Perform extended system maintenance as required once per year on either Saturday or Sunday from 12:01 a.m. to 12:00 p.m. (applicable to the customer's production Sa aS site time zone). Customers may experience intermittent connectivity or may be restricted from access during this period. Advanced notification of extended maintenance will be provided via newswire. Perform emergency maintenance, as required, when necessary. Depending on the type of emergency maintenance, customers may experience intermittent connectivity or may be restricted from access during this period. Where possible, Ultimate will use ------ -7 s -- —--e------e----- --- 116- ?Automated for users and manager best . . ......e...f.f.o...r..t..s.. .t . o. — provide --a-dvanced notification via newswire_-- ---- 026 'and employee self service porta I ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 5 .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 16 - 'Support Application Access timeout / automatic log off 027 -- - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - System Tools - ------- - - ---- ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - ----- - - - - Cod Comments ie ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. . . . ......... . . ......... . . . .... . . ......... . . ......... . . . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . .. . . ......... . . ......... . . ........... . . ......... . . ....... Provides a mobile application for employee self service and use 1028 : 5 ] --- — I — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- ----------------------------------------------- Eagi e County Functional Requirements - Ultimate R esp onseA sx Page 60 16 - System & Security Exhibit G - Page 79 -......... --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --, 116- 1029 1 ....... --......... --......... --......... --......... --......... --......... --......... --......... __......... --......... --........... --......... --......... --... UltiPro provides several configurable features that provide the s opportunity to quickly and easily configuration the appearance of :the portal without any HTML or ASP programming knowledge. All f ] I , of these configurations are data -driven and preserved in the [ database through the upgrade process. They include: i ■ Color Configuration - Our UltiPro Color Configuration tool ' provides a color configuration palette, which modifies the System I background and Menu text colors used for the Web pages throughout the site. In a few simple steps, you can make the UltiPro portal match your corporate color scheme. l ■ Logo Configuration - Our Logo Configuration tool allows you to change the page graphics for the main UltiPro portal page navigation to reflect your own company's branding and image `within the portal. HR Portal that supports personalization, roles, customization and ■ Content Management- You can extend the UltiPro portal by 5 single sign -on. adding your own configurable page links with the Content Management tool in UltiPro. Without knowing HTML or ASP, your [ system administrator can quickly add page links to display text, ' an e-mail address, web readable documents such as PDF and Word, and links to other web pages and web sites. All of these links are stored in UltiPro for preservation across upgrades. ■ Menu Configuration - With the Menu Configuration tool, you can add new menu items to the UltiPro ribbon bar. These menu items can link to custom web pages or other web sites. The Menu € Configuration tool also allows the user to modify the labels of the `delivered or custom menu items. ■ User Defined Fields - UltiPro supports a variety of pre -delivered user -defined fields at the employee level to provide maximum ; flexibility to address your individual business needs. ] Please see the UltiPro Platform Configurability Product Profile for more information. ` ......................1......----............................-....................................................................................................................................................4.................i.................................-.............-.... 16- Ability to create user -defined data elements ; ......... ............. ............. ............. ............. ............. ............... ............. ............. 5 ,030 16- 3 Ability to reports that can access user -defined data E generate 5 031 1 -------- ----------- ----------- ----------- ----------- ---------- ----------- ---. — ------------------------ .......................................................................... --- Ability to define data element edits and error messages 5 ` ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... -- ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- 16 Ability to access application from remote sites via the Internet. 033 F. 16 Mass update capability 034 S [ _ 4 ....... __......... __......... __......... __......... __......... __......... __......... __......... __.... - - - 116- --------------------------------------------------------- - - ! Ability to reuse employee identifier for 035 ' 1.rehires - - - Ability to reports that time/date stamped - - - ------------------------------------------------------------------------------- ;16 ; produce audit are and ] 036 I provide user 1 D .1_______......____.......------------------------------------------------------------------------- S , € -------- ------- ------- ------- ------- ------- ---- --- ---- --- ---- --- ------- -( 16- !Ability to pend data with future effective dates for on-line and 5 1037 ; batch processing ----.......---i ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --i ....... --.... ;...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---•{ j 16-1 Ultimate Software supports the SAML 2.0 standard for 1038 communicating identities over the internet. Leveraging UltiPro's €` !Support use of Microsoft's Active Directory Single Sign -On services, employee users can be provided the [ 5 opportunity to authenticate into the UltiPro portal using their corporate network credentials, such as Active Directory or SAML [, jJ 2.0 -based Identity Management Solutions. f------------ ......... --......... --......... --......... --......... --------------------f.....--- .... j...--- ......... -----------------_.....----.......----.......----.......----------- —--- —--- -------- j iSystemAdministration )Cod j Comments € 9 _ _____ Ee I f 16- Offers role -based security (system access based on an individual's 039 role within the organization). 5 '` ..............__......... __......... __......... __.... - ------------ - - - - 16- Offers control over which values a user may select from when --------- ------- ------- ------- ------- ------- ---- --- ---- --- ---- --- ------- - 040 changing employee data (e.g., user is allowed to assign a certain 5 i number of job or department codes). --- -------�___..__......... __......... ___ry.____.......py.......___......... __......... __......... g ......... __......... __......... __......... __;....... ___..1...___ ....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- - - 16 Offers the abili to co roles when creatin them. 5 s 1 Eagle County Functional Requirements - Ultimate Response.xlsx Page 61 16 - System & Security Exhibill: G - Page 80 116- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... i Includes a company communications posting feature that enables: 042 you to make company information available 24 x 7 to users via the Web. --- 116- includes the ability to upload and securely share documents such 1 043S as Microsoft Word documents, Excel spreadsheets, and PDF files. I ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- :16- Offers a page linking too I that allows u sers to create hyperlinks 044 from your portal to external Web sites, other products or other ---------- Web pages (e.g., link to your benefits network). -------------------------------------------------------------------------------------------- ...... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... :16- includes the ability to designate whether page links will appear 045 inside the product framework or be launched in a second 5 'browser. 16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. . . . . . . . ...... . . ......... . . ......... . . ......... includes the ability to customize the color scheme for your Web . .. ....... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1046 1 pages. I----------4............_ 16 -Includes ......... . . ......... . . ......... . --- I ......... . . ..... . .. ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- ......... . . ......... . . ......... . . .. the ability to re -brand the Web pages (i. e., use your own 047 1 logo). ---------- 16- 4 -------------------------- --- --- ---- — -- — ----------------- :048 Includes the ability to establish user -defined fields on Web pages. 5 : ....... . . ......... . . ......... . . ........................ . . ....................... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... 16 - Offers the choice to display or not display user -defined fields on 049..._ .. . . ..... employee Web pages. . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . ...... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 116- Designates different levels of ability to manage system 1050 1 administration activities, from a super user with all rights, to 5 116- users with lesser degrees of system administration access. . . . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- — --- — --------------------------- system administrator will have the ability to seethe last time i osl Allows you to view user login activity. 5 an employee has logged into the solution. . . . ......... . . . ....... . . ......... . . . . . . ...... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Adds non-employee users (e.g., IT support, auditors) as system . ... 052 users. :053 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 'Activates new users automatically or manually. i . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 5 ---- 16- ------------------------------------------------------------------------------- ;Terminates employees! Web access inactivated auto matically or T ,054 manually. ------- - - --------- - - — -- — -- — - - --------- - - ---- — - - — ---- - - --------- - - --------- - - --------- - - - ---------- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- + 16- 055 Resets userpasswords. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..— 5 --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1056 Requires strong passwords (case sensitive). j 16 ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... Requires that passwords expire based upon a number of days -- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 057 designated by the system administrator. S 16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... Requires that passwords for a given user are always different I: . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . i 058 .. . . ......... maintaining password history. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... .......................................................... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ,:16- ':Stores and displays password hints to help remind users of their 059 'passwords. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Uses a mass password reset to change the default password for 060 one or all users. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . .. . . ......... . . ......... . . ... Ability to secure at a field level. . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . S Fields added using UltiPro's Platform Configura bility fun ction ality 061 can be secured' 16- . . . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . .... . . ......... . . ......... . . ......... . . . . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ... — --- — --- UltiPro provides auditing as to what was changed by user ID; :062 Ability to audit who has viewed/changed items in the system. however, auditing by whom has viewed is not a current j functionality. 16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . ... . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 'Can the system establish single log on for all components of 5 ,063 system? I I --- - - — - - — - - --------- - - --------- - - --------- - - --------- - - — -- — -- — -- — -- -- TC ki "be -- — --- — --- — --- — --- — ------------ — --- — --- — --- — --- — --- — --- Comments — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :11 -N/A. 064 j What databases does your application support? . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. UltiPro is a SaaS solution. See attached UltiPro Cloud Technology Product Profile. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... . . . . . . . ......... . . ......... . . ........... . . — --- — --- lEi- Describe the enterprise's responsibility in maintaining and j j None. UltiPro is a SaaS solution. it is Ultimate Software's 1065 I---- !managing the data ba se(s). � — -- — -- — -- — responsibility to maintain and man, ethedatabase(s). -- .... . . ......... . . . % — --- — --- --- Eagle County Functional Requirements - Ultimate R esp onseA sx Page 62 16 - System & Security Exhibit G - Page 81 tri- ? ! As your SaaS provider, lJltimate Software wants to assure you 1066 1 1 1 that keeping your data secure is our top priority. • Data is backed up onto highly available redundant storage units both on- and off- site for maximum data protection. In the event I of extended outage, data can be restored from on-site or off-site s storage. ' € ' • Data is backed up locally and also replicated continuously to our qq I ] i off-site facilities. • Backup storage units are monitored continuously to ensure s accurate performance, functionality, and data integrity. • Our backup quality and process is tested with great frequency. • Our customers' data integrity and availability is ensured by backing upthe data on a scheduled basis using leading enterprise { Does your system allow backups with no downtime? Does it allow!'backup { for backups to be unattended? When are backups completed i.e. software. The retention schedule is as follows and maintained off-site: time of day? 1 mta D.V tlaekup s D.Mbase Ygcktlp 48 0.— 3i t[ I 5%wkwmw Backup 1 Vv"" Baci up FM Serval orrectnrKs !week ] ] 3 1 weer iY eadpp SW Databarr Backup H wrrk� Fie server wrecmrraf 5 week. hspnmly aaWlo SMDowbue Backup li weeks FM Server Cl -man es SM Uft aw 114eksrp i}�ar(erly tler=rwp 17 Weekr f Fk 5•rwr orrccsurks f Eagle County Functional Requirements - Ultimate Response.xlsx Page 63 16 - System & Security Exhibi G - Page 82 -......... --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --.---- 116- 1067 l ..............................................................................................................................................• Data movement between Ultimate's SaaS environment and a customer's system occurs through UltiPro's Web Services or exports. There are several ways this data can then be moved to the necessary location. f ULTIPRO DATA EXCHANGE SERVICES (UDES) 1 • A more feature -rich service offering, UltiPro Data Exchange Services (UDES) provides for push file transfers between 1 Ultimate's Electronic File Transfer (EFT) server and the customer , site or the customer's third -party vendor site directly. • Ultimate utilizes SFTP to benefit from strong transmission encryption. FTP transmissions are only supported if the customer contracts for the File Encryption service, in which case the files themselves are encrypted using PGP encryption software, even 'though the transmission itself is not encrypted. • The UDES service supports export file transmissions to a customer's or third -party vendor's site via SFTP (SSH), FTP with PGP File Encryption, as well as FTPS (SSL). • The File Encryption Service provides additional protection for customer's data files while in transit • Customers control and manage the encryption keys for their Miles and provide them to authorized parties. Only key -holders can decrypt the file once received • E-mail notifications can be enabled for both the success and failure of all encryption and transmission actions taken on the EFTf Server. f[ ULTIPRO API E Describe the ease and flexibility for extrapolating data, and The UltiPro API enables SaaS customers to satisfy integration maintaining and creating sub -files and macro -processes. needs by providing a programmatic interface to their UltiPro data. • The API supports the retrieval and updating of UltiPro data using an existing UltiPro user name and password or designated ] service account. UltiPro users are authorized using the same [ II permissions configured in the UltiPro portal. Read write access ! I1 I for service accounts can be defined in the portal based on the E ; capabilities of the service. [ 1 1 • Search for UltiPro data using multiple filter criteria and update I I' one or more employees at a time. [ I1j 1 I 1 • UltiPro's API library includes both SOAP (Simple Object Access [ j j Protocol) and REST based services, supporting secure j E ]1 I transmission of your data over HTTPS/Secure Sockets Layer (SSL). 1]1 1 I ] 1 1 I 1 [ INTEGRATION STUDIO 1 UltiPro's Integration Studio enables business users to create and I manage timely, secure, and reliable integrations between UltiPro 1 I I 1 and other business systems—without having to rely on IT I 1 1 I lintervention. 1 1 I 1 • Set up new integrations with an easy-to-use tool that provides a I step-by-step guide throughout the process. I1 • Reduce time and costs for data exporting. I Leverage Report Exports to extract data directly from an I I existing business intelligence report to a file via an intuitive and 1 I I I graphical web -based interface— reports can be scheduled to run I II I during a set time period. 1 • Enjoy faster access to your data. 1 Configure the solution to meet the specific needs of your I1j 1 11 - �--------------------------------------------------------------------------------------4— 16 business. I -...___......... __......... __......... __......... __......... __......... __......... __......... __......... __........... __......... ___.-----� i Data is normalized through the API and Business Intelligence. 06$ ] Do you provide your clients with a data dictionary? I �...... 116- Automatically historical data s Customers do not have direct access to the UltiPro data store. 1 ---.......----.......----.......----.......----.......----.......----.......----.......----.......----.........----.......----....... {{ I convert current and when upgrading 5 i ' software........--- 11069 ......... --......... --......... --......... --......... --......... .......... 16- Retain HR / Payroll data for a user-specified length of time, per ;070 1 5 Data is never p urg ed.archived or deleted from UltiPro. regulatory, statutory and county policies ..............---.............. .......... ......... --......... --......... --...... ................---......... --......... --......... --......... --......... --......... ...---......... --......... --......... ---......--......... --......... --......... --......... --......... --........... -......... --......... --_. Eagle County Functional Requirements - Ultimate Response.xlsx Page 64 16 - System & Security Exhibit G - Page 83 !16- 071 16- 072 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... Approved purge of HR / Payroll data that has met retention period. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Provide an integrated database so that users are afforded 'Single input' of employee, time and other data vs. having to perform I S duplicate data entry ........ . . ......... . . — --- — --- — --- — --- — --- — --- Other Cod Comments — -- — -- — -- — -- — -- — -- — -- — -- ... . ... 16- 'Provides a "test" system for customers to test new features and :073 potential changes. ----------- 16- -------------------------------------------------------------------------- Provides a "test" system for customers to use for internal 074 'training.-- - - -1 ---- 1_______- III ---- '------ - - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 1I_16 Automatic updates to software during predefned scheduled S 1075 1 downtime. 116- I .......... 1 Changes to r`eg'u'l'atory c om' Ip I i_a'nc'e -s'o'ftw software and a Wd"i o'r data -ata I 1076 icomponents are maintained and updated bythe software S vendor. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- Provide real time processing of data entry. Data would show up 1 1 S 077 reports as soon as you save. 16- --Jon 11 -------------------------------------------------------------------------------- : The solution must initially scale to process HR/Payroll S 078 information for 1,000 employees and 250 temporary staff. ---------- 16- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- The solution must be accessible to all Eagle County employees — ---------------- :079 and allow for concurrent access that meets agreed upon S performance standards and service levels 16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. I Ultimate's SaaS offering includes a business continuity plan that 1080 1 allows customers to continue to run payroll in the unlikely event of an extended outage at one of our data centers. ■ Ultimate would restore data from the last available backup (Recovery Point Objective is 4 hours]. :,o The servers in the business continuity environment are located Support process Business Continu ity with secondary site within Ultimate's alternate data centers. application component and data storage with recovery time of 24 = in the unlikely event of an extended outage, Ultimate commits hours, except for the period two business days prior to payday, to having the business continuity environment available for when 9 hours recovery time is expected I customer use within 24 hours of the declared extended outage (Recovery Time Objective is 24 hours). ■ Ultimate performs annual business continuity testing to ensure processes are up to date and environments are sized appropriately. Customers do not participate in this annual testing. Business continuity testing is seamless to U ItiPro customers. A summary of the results is available upon request 16 081 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Support Response time of 5 to 10 seconds for online processing ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 5 --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - 16- 'Support System Operational hours of 24x7 with scheduled 5 082 16- downtime for maintenance and upgrades ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ — ---------------------------------------------------------------------------------- 083 :Support System Operational Support hours of 7 am - 6 pm MT :; 5 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... _4 ...... . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . ....... . . ......... . . ...... — --- — --- + 16- :Software application accessible by a browser (e.g. IE and Chrome) Ultimate Software re supports IE 11 and higher, Chrome 44 a nd 084 without any local software installation and accessible both on 5 higher and Firefox 40 and higher. Ultimate Software requires no land off the County network. --- - -c -ti -o. n -s --and plugins such as Silverlight, Java and/or Flash touse our product. 6___fP'r�__vi-d' e o_n.-.Ii.n__e__.h- e. 1p field definitions, instructions u.. end-user S 685 'documentation - ... 16- ---- i ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... :Vendor has an institutionalized method for soliciting and . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 086'incorporating customer input into product enhancements and S releases ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - i 16- Vendor hosts / sponsors customer events and User Groups] to S W7 'enable best practices communication and learning - 1 i 16- __4 ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — --— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- !Vendor hosts customer website for product support, training and 1 088 1 other customer communications 116- a......____.......____.......____.......____.......____....._ ------------------------------------------- 'Vendor provides regularly scheduled training anons d options for ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- I S Training is II 089 :training delivery, e.g. vendor site, customer site, web -based ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... virtual. I . . j ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........____.f Eagle County Functional Requirements - Ultimate R esp onseA sx Page 65 16 - System & Security Exhibill: G - Page 84 116- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... i Provides a "test' system for customers to Test new features and 'Potential . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 091 changes. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 16- Provides a "test" system for customers to use for internal 092 training. S 16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- Automatic updates to software during predefined scheduled - _ _-- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- --- _7 _ T ,093 downtime. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------- 16- Changes to regulatory compliance software and / or data 094 components are maintained and updated by the software vendor.I---...............r_o___'' 16. ---" '-- -,'",--"--'s,---, --- -''",----_-a"__', --- '__, Provide timeprocessing ofdata entry.Dat would showu . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........ . . . .. S 1095 . ....... on reports as soon as you save. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. i 16- The solution must initially scale to process HR / Payroll 096 'information for 1,000 employees and 250 temporary staff. :16- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . The solution must be accessible to all Eagle County employees — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 097 and allow for concurrent access that meets agreed upon S :performance standards and service levels [ ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ............. . . ......................................... . . ... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . .........16- Ultimate's SaaS offering includes a business continuity plan that i 098 allows customers to continue to run payroll in the unlikely event of an extended outage at one of our data centers. ■ Ultimate would restore data from the la st availa ble backup (Recovery Point Objective is 4 hours). ■ The servers in the business continuity environment are located Support process Business Continu ity with secondary site within Ultimate's alternate data centers. application component and data storage with recovery time of 24 In the unlikely event of an extended outage, Ultimate commit S 'hours, except for the period two business days prior to payday, to having the business continuity environment available for when 9 hours recovery time is expected customer use within 24 hours of the declared extended outage I II (Recovery Time Objective is 24 hours). Ultimate performs annual business continuity testing to ensure processes are up to date and environments are sized appropriately. Customers do not participate in this annual testing. ■ Business continuity testing is seamless to U ItiPro customers. A 16- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . . . . . . . . ............... . , summary of the results is available upon request. - ------------------------------------------------------------------------ - --------- - - --------- - - - 099 Support Response time of 5 to 10 seconds for online processing I 5 ....... . . .. . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... — --- — --- — --- — --- 16- Support System Operational hours of 24x7 with scheduled 15 1100 J downtime for maintenance and upgrades '16- . . . ......... . . ......... . . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . I Support System Operational Support hours of 7 am - 6 pm MT — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- S 101 ] 16- . . . ......... . . ......... . . . ..... . . ......... . . ......... . . ......... . . .. . . . ......... . . ......... . . ......... . . ......... . . Ultimate Software - supports -1- E 11 - and -h-igh e r, Chrome - - 44 a n d --- 'Software application accessible by a browser (e.g. IE and Chrome)ate T 102 without any local software installation and accessible both on S higher and Fi refox 40 and higher. Ultimate Software requires no and off the County network. ----------------------------------------------------------------------- plugins such as Silverlight, Java and/or Flash to use our product. - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - 16- Allow authorized users to maintain and modify complex 5 103 processing rules without vendor or IT intervention. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --- ----------------------------------------------------------------------------------- -16- Provide online help, field definitions, instructions and end-user 104 documentation ....... . . ......... . . ......... . . ....... --..--......--- . . . . . . ......... . . ......... . . ...... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Allow authorized users to edit Online help and User 51 105 'documentation 16- ....... . . ......... . . . . . . ...... . . . . . . . ...... . . ......... . . ......... . . — -- — -- — -- — -- Vendor has an institutionalized method for soliciting and ------------------------------------------------------ 1,106 incorporating customer input into product enhancements and 5 releases 16- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ Vendor hosts / sponsors customer events and User Groups) to ...--- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- _J 107 ---------- enable best practices communication and learning ------------------------------------------------------------------------------------------ . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 16- Vendor hosts customer website for product support, training and 108 other customer communications i S 16- ....... . . ......... . . ......... . . ......... . . ......... . . ... --------------------------- Vendor provides regularly scheduled training and options for -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- __7 S 1109 : . . . ......... training delivery, e.g. vendor site, customer site, web -based . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... ....... . . . -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- Eagi e County Functional Requirements - Ultimate R esp onseA sx Page 66 16 - System & Security Exhibit G - Page 85 .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 17 - Interfam—s -- — -- — -- — -- — -- — -- . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 1 I — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- Vendor Response --------------------- -- — -------------------------------------- Item # Requirement . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Cod 1 i Comments — -- — -- — -- — -- — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — ---- Interfaces Ultimate Software offers several options to help you seamlessly exchange data with UltiPro and other business solutions. By IT 'leveraging UltiPro's integration Services, your organization can data in Maintain multiple outbound electronic interfaces access and utilize your people within UltiPro the way that 5suits 1001 your unique business needs via connections that are simple to deploy and manage as well as accurate, secure, and I I configurable. Please provide your detailed integration needs with your Business Development Manager and your Solution Expert. 17- 7 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... The HR system can interface with: ..... . . . ....... . . .... ! . . ......... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. I IPlease see the attached UltiPro Integration Services Product i 4 002 . . . ......... . . . ....... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... i i Profile for more information . . .. — --- — --- — --- — --- — ---- 117- Neogov 4 1003 1 7- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 Please see the attached UltiPro Integration Services Product W4 Mutual of Omaha 4 Profile for more information. IW5 CNIC Please see the attached U NP r o Integration Services Product 4 Profile for more information. 17- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... CCOERA . . ......... . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ....................... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 4 Please see the attached UltiPro Integration Services Product I WEi Profile for more information. . . . ......... 1- 17 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... .. ....... .4 . .... [ Please -see -the attached UltiPro Integration Services Product o07 Delta Dental ....... . . ......... . . . . . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — Profile for more information. 4 ---+.pi . ......... . . ......... . . ......... . . ......... . . ......... . . .. - --- ------------ --- - - 4 I--- 17- VSP ease see the attached UltiPro Integration Services Product 4 i o0a Profile for more information. .17- 009 ...... . . . — -- — -- . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Wage Works . . ......... . . .. ...... . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- Please see the attached UltiPro Integration Services Product 4 IProfile for more information. ---- - - -- — ---------------------- -- — -- — -- ----------------------------- --- ----------------------------------- — ------------- — --- — --- — --- — --- — --- — --- i 17- 1 Interface can be run manually olo i . ....... 17- Oil . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Interface can be automated based on schedule . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... '---------- - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — -- — --..._.........._......J . ... . ... . ... . ... . ... . ... Eagle County Functional Requirements - Ultimate R esp onseA sx Page 67 17 - Interfaces Exhibit G - Page 86 .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1AS__PaY!jA — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — . . .. --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . _-------•--------.-------.----- — --- — --- — --- — --- Vendor Response — --- — --- — --- ------------------------------ ------------- — -------------------------------------- Item # Requirement . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . I Cod 1 Comments — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- 1 e 1 --- — -- 3 . . . . ......... . . ......... . . ......... . . ......... . . . .... . . ......... . . ......... . . ......... . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . is - 001 ---------- .Manage "effective dated" earnings (scheduled in advance) i 4 --------------------------------------------------------------------------------------------- s f - - ---- is- 002 . . . ......... 1 Ability to add codes and integrate tig htly with the G/L . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... I 5 . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ,is- Allow for lump sum payments to be included with the regular 003 check. is- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Provide check stub descriptions for all earnings and deductions . . ....... . 5. .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... . . . . !004 including time off accrual I ea mings. . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — I --- 18 Allow for specific time period deductions (401k loans, etc.) 005 ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 006 ---------- Override deduction frequ ency --------------------------------------------------------------------------------------------- S i is- Support negative deductions for Time Off (Personal and Sick is i 5 007 earned on biweekly basis) ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - --- 008 ---......___1 Ability to prioritize deductions (taxes, garnishments 1st etc.) ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. .18 Reporting can be utilized; however, these scenarios do not trigger !Insufficient check and a deduction arrearage to trigger workflow 510 for Invoicing (such as FM LA)a ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . ..... workflow. .... . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 'Maintain deductions and goal limits. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ... . . ......... . . ......... . . ......... . . ......... . . . -------------_ ------- X11 Full Payroll Tax Services including filings and remittances. ! Full 5 I Via UltiP ro Tax Filing 18- ....... . . ......... . . ......... . . Able to manage Garnishments and Child support including ........ . ......... . . ......... . . ......... . . ......... . . ......... . . . Pro Wage Attachment Services will send payments to the i 012 'remittances. 5 garnishor. ----------- is- 013 - ------------------------------------------------------------------------------------------- -------- ------------------------------------------------------------- H-HHH-HHH . ... . . . . ....... Support Rehire YTD balances and carry forward from rehire date 5 ....... . . ......... . . ......... . . ......... . . ....................................... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Calculate and accumulate both EE & ER taxes — all types for 014 . ....... i reporting. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is- Allow for calculating taxes at differing rates (i. e. bonus vs. S ,015 regular) 18 . ....... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. . .... . . ......... . . ......... . . ......... . . j for — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 016 , Support special deductions — such as Charities S 1 ------ ------ ------ ------ ------ - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- is- 017 Track earnins belement multile rates, etc. -is- ---- - ---- ------- - ------------.g----y------------i-------p---------------------- ---- ------------------- --------- -- --------- - - ----- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- i i 01 8 Provide On Demand acceptance and editing of batch data. ----.-.---4 18 019 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Provide Gross Up Calculations ability - . . I ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 5 . . .. - - - --------- - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Provide online adjustments to information after a trial payroll - - i 18- 021 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... 1 Allow for multiple payroll allocations (percentage, location, etc.) 5 — -- — -- --— -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 18- 1022 Allow for fixed rate pay amounts, e.g. on-call, coroner ....... . . ......... . . ......... . . ......... . . ..... . . . ......... . . ......... . . ......... . . ......... . 5 J__� ---- — --- — --- — --- — --- — --- — --- — --- — --— - --- — --- i 1023 Ability for Manual Checks 5 1 18 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- Allow for Direct Deposit into Visa pay cards -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 024 ------- - - --------- - - --------- - - --------- - - --------- - -------- - - --------- - - --------- - - --------- - - --------- - - --- !is- Allow for Direct Deposit into multiple accounts (verification of 025 ------------------------------------------------------------------------------------------------- 1 Routing Numbers/Prenote). 1026 1 i Support positive and negative earnings deductions elements 5 1 1 [ 18- i 027 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... i 'Run Hourly and Salary Payroll together . . ....... . . .... 1 1 .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 1 S . . .. ]Allow for an entire Payroll to be backed out for correction before S 2 108 I— finalizing -- — -- — -- — -- — -- — -- — -- — -- — -- — -- i — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — Eagle County Functional Requirements - Ultimate R esp onseA sx Page 68 18 - Payroll Exhibill: G - Page 87 . . . ......... ]Is - 1029 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... Allow for messaging on the pay stubs. . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 0 is- Notify Agencies (IRS, State, Child Support) if check Is not enough 0 1030 to cover an order/garnishment 18 - — -- — -- — -- — -- — -- — -- — Track time off in 1/4th hour increments -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S Via UltiPro Time Management 031 -- - - --------- 18- - - -------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — -- — -- Automatic validation of time entry, flags entry for review by --- — ----------------------------------------------------------- — --- — --- 032 -- - -- 'manager - i.e. no leave without pay time before/after a holiday - - -------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ - - - 4 - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - Audit trail for all time entries and approvals 033 . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... .. Is- . Ensures payroll system reflects appropriate ea m i ng s and 034 deduction codes based on company benefits and compensation ctures. ....... . . . — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- - - ----------------------------- --- — --- — --- — --- — --- — --- — --- — --- Allows system to be set-up to receive and manage company -5 .035 'initiatives such as United Way. is- ....... . . ......... . . — -- — -- . . . . ..... . . ......... . . ......... . . Provid es online help in application fo r end-users. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S 036 ---------- 18 ! 4 — -- — ---------- — -- — -- — -------------------------— -- — -- — - T -------------------------- ........ — -------------------------------- 037 1 Provides online help in application for administrators. : ...... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ................................................................... . . . . ....... . . . ....... 5 . . .... .... . . ......... . ..................................................................................................................................................... . . ......... . . .. 1038 Provides "wizards" to walk users through completing tasks. 5 ----------- --------------------------------------------------------------------------------------- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 18- payroll processing for multiple entities, Tax IDs and bank S 039 accounts is- ....... . . ......... . . ......... . . — -- — -- — -- — -- Allow authorized HR users to define multiple payroll periods and - --- — --- — --- — --- — --- — --- 040 cycles for designated employee groups, e.g. monthly 26th thru S ..... 'the 25th, bi-weekly for temporary seasonal workers etc. . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 18- ........ :Allow authorized HR users to define pay dates that will appear on 041 paychecks, e.g. every other Thursday. 18 -------------------------------------------------------- ------- 042 ...................................................................................................................................................................... Do not allow advance wages to be paid. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 'is- -Allow for authorized HR users to define compensation types with 043 ;variable characteristics, e.g. wage, salary, overtime, bonus, taxable, non-taxable, applicable to pension wage, cash, non-cash, .rate, dollars, etc. ]Is- i....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. For each compensation type, allow for user -defined — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1044 compensation calculations based on variable criteria ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . Allow authorized HR users to define special departmental pay — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 045 rates based on position, activity, day of week, time of day, etc., e. S g. on-call Screening and Responder teams, Public Health Detox staff ------- - ---- ------- -- - ------- --- -- - ------ --- - ---- - --- - -- ---- --- is- Allow authorized H R users to maintain a n d modify pay types, (Ab 'rules and calculations without vendor or internal IT intervention. ---------- is- ------------------------------------------------------------------------------------------ Allow authorized HR users to generate retirement Contributions - - - --------- - - --------- - - ---- - - - --------- - - --------- - - --------- - - --------- - - --- 047 data file (allow for edits) and subsequently transmitted via 'CCOERA secure website ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .. . . . ......... . . ......... . . ......... . . ......... . . ..... - ----------— --- — --- is- Allow authorized HR users to define cost center posting rules, e.g. 049 if employee works in multiple cost centers post Merit increase and /or bonus to Home cost center. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 18- ....... :Allow authorized HR users to define pay rates and criteria for I 049 I specific pay types, e.g. call in hours are 1.5 times the employee's S :regular pay-, Sheriffs office has event hours that are paid at a specified amount. is- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. ...... ; Allow authorized HR users to define pay additions that are . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 050 included or excluded for specific employee groups and / or S criteria. e.g. employee hired after Oct 1 is not eligible merit .. . . ......... increase, seasonal employees are not eligible for holiday pay. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . --- Eagle County Functional Requirements - Ultimate R esp onseA sx Page 69 18 - Payroll Exhibit G - Page 88 Jis- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... I Allow authorized HR users to define compensation criteria . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... I I 051 related to Jury Duty pay, parental leave pay, military duty pay e.g. while on jury duty, County will pay up to 3, 9 hour days, after the 5 Yes; however, this is not an automated process. :4th day the Countywill cover the difference between the state I payment and employees regular pay up to a max of hours a day, 40 hours a week and 30 days total (240 hours). I ;18- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . I if an employee is on Short-term Disability leave, automatically . ---- f . . . . ... . . ......... . . ......... . . ...... — --- — --- — --- — --- ......----------- T_I 105260% l l ' l 'cacuae employee's pay per user -defined pan rues, e.g. I l t d d fi l ihdibili 1 S/O Ultipro s not a sort -term disability administrator. I I — ---s- i pay for the first 26 weeks, after a 7 day elimination period. ..... .. ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... -- Allow authorized HR users to designate Employee as eligible for I I — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ]I 053 . . . ......... 'Supplemental pay, e.g. military . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . S . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is- . :Allow authorized HR users to schedule one or more payouts fora .054 specified payroll cycle, e.g. sick time cap payout in December o S cycle ------- - - --------- - - --------- - - -- — - - --------- - - --------- - - — -- — --------------------------- -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- I is- Allow authorized HR users to update Workers' Comp codes and 055payroll rates ...... ......... :is- . . . . ......... . . ......... . . ...... . . . ......... . . ......... . . ......... . . ......... . . ..... Allow authorized users to perform 'what -if scenario a na lysis for — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 0 056 Short-term Disability eligibility and remainingbalances I .................. . . . . ............. Earnings --------- Cod Comments — -- — -- — -- — -- — -- — -- — -- — ---------------------------------- ie I — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---------- 18- 1057 Explain how your system will enable us to pay multiple earnings that are taxed differently, but paid on the same paycheck (e.g., Each earning code is established with individual pay rule These help determine ;regular wages taxed based on the W4 and bonus wages taxed at schedules, etc. rules pay policies, which payrolls to be included in, appropriate taxation, etc. ;the supplemental rates on one paycheck)? 18- 058 ------- - - --------- - - — ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ I Explain how your system will enable us to combine multiple --------------- - ----- - - --------- - - -------- ---------------- Each earning code is established with individual pay rule 1 earnings for an individual working multiple positions or jobs? schedules, etc. These rules help determine pay policies, which payrolls to be included in, appropriate taxation, etc. L ....... . . ......... . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... ... . . .. Can specific earnings be scheduled for a specific payroll cycle? 1059 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 18 060 'Provides an unlimited number of earnings codes is- I --------------------------------------------------------------------------------------- Pays various earnings types (e.g., severance or bonus) after an — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 F 061 ---------- employee is terminated on system. ----------------------------------------------------------- . .. . .. t -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 062 Allocates earnings by different organizational levels. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 5 1 . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . . 3 '' Delivers all federal, state and local earnings tax categories. 5 1A ]Is- __ 4 . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... ]Calculates and initiates off-cycle/special payments (e.g., signing -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 064 bonus, annual bon us). --------------------------- -1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Delivers an expression builder to create company specific S :065 earnings calculations. is- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Allow authorized HR users to define and update multiple payroll . .066 Bonus types and criteria, e.g. merit, spot, Headstart, state or :federally declared emergency special funding is- Allow authorized HR users to establish Bonus percentage and or S ------ ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - '17"T - - - - - - - - - - - - 1067 ]amount thresholds based on approved budgets . . ......... . . ......... . . ......... . . ...... .. . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 18- All ow authorized users to record and update employee Bonus 5 1068amounts -__-----__.i,_____ — dollar or percentage . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . --- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ]Is- 1069 1 Validate Bonus percentage / amounts entered for an employee I I based on thresholds set by HR / authorized users, and generate warning message for any non-compliant bonus requests, e.g. S Via UltiPro Compensation Management. :merit for employee in introductory period 18 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... Allows for ea mings to be scheduled in the calendar. ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 5 ,070 I 1 payroll ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -- 1 — ----------------------------------------------------------------------------- is- 071 Specif ies start and stop dates for earning ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 5 . .5 . .... ... . . . . ....... . . . ................................................................................................................................................................. . . . . . is- Differentiates which earnings to include/exclude from other ........ I 072 calculations (e.g., shift, deferred compensation). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- 'Earnings codes are specific for different types or groups of 5 073 _......._ employees (e.g., part time or seasonal). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ...... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — Eagle County Functional Requirements - Ultimate R esp onseA sx Page 70 18 - Payroll Exhibill: G - Page 89 ]Is- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Tracks YM amounts, by earnings ", for unlimited number of . . ....... . . ......... . . ......... S . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 074 years in check detail history. 18- Tracks YTD hours worked, by hours type, for unlimited number of ------------------------------- 075 :years in check detail history. S ;-. 18 ....... . . ......... . . ......... . . ......... . . ......... . . ... . . . ......... . . ......... . . ......... . . ......... . . __T . . ..... - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - -_----- .. . . ......... . . 'Supports the calculation of taxable fringe benefits. . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. .077 :Supports the calculation of imputed income. 1 5 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ......--- . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 18 - Provides ability to enter non-taxable reimbursements. 078 1 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... 18 079 Handles employees with multiple rates of pay. ------------------------------------------------------------------------------------ . S — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is - Calculates various shift premiums. S 090 .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — 'Handle multiple rates and / or pay amounts within a pay period, --- -- F. T _ — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- _7 i 081 ... . ......... . . e.g. wage change or tax rate change intra -period . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . 1 -11, ---- "I'll ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- 1082 Pays shift premium for employees who work multiple shifts. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ]Is- Calculate employee earnings compliant with applicable federal, 'state 083 and local regulations ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ,is- Calculate employee earnings compliant with employee's FLSA 084 code / category .. . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 'is- Enable compliant regulatory payroll processing for employees on i 085 ........................................................................................................................................... military duty, e.g. after 30 days, do not withhold FICA or FUTA — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Allow authorized HR users to record and track employee 086 reimbursements to HR, e.g. an employee granted LWOP may ff continue medical, life, dental and long-term disability insurance for up to 4 months and is responsible for submitting insurance 5 premium payments to HR; employee on voluntary active duty military leave may pay benefits for longer periods of active service ............. . ...... ----------------------------------------- if an employee is paying insurance premiums directly while on — --- — --- — --- — --- — --- — --- — --- — --- 087 leave, and fails to make payment within a user -defined time 0 period, automatically generate a notification to HR users. is- : ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----- If an employee is reimbursing the county for benefits .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 099 automatically generate data required by the Finance System (New World) to produce an invoice for the employer's share of 0 medical and dental premiums, to be paid by the employee, due for the current month to the Human Resources Division before ---------- :the end of that month. --------------------------------------------------------------------------------.. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... is- l08 Allow authorized HR users to view and print benefit vendor I 1 0 payments reports ........ . . ......... . . ......... . . ....... --------...... . . ......... . . ......... . . ......... . . ------------------ . — --- — --- — --- — --- — --- — --- — --- — --- is- Allow authorized HR users to generate a file of employee names, 090 SSNS and a total of employee -paid benefit amounts f transmitting to the County's health insurance vendor I 18- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ...... Allow authorized HR users to upload / input of read-only EXCEL or I ---- — --- — --- — --- — --- — --- — --- — --- ----------------------_ 091 Text format interface file of employee and non-employee pay 5 'data for processing of payments, e.g. Election Judges ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 18 1 092 Vendor notifies State of Colorado of any new hires. ---------- -------------------- - 5 18- When an authorized user changes an employee's pay range due 093 :to promotion or reclassification, generate a warning message if the change exceeds a user -defined threshold, e.g. greater than 5 10% of current base pay or greater than entry level of re- classified position Is- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . 094 Ove rti me calculations include: T------ ------ ------ ------ ------ ------ Halftime - 5 --- - --- - --- - --- - --- - --- - --- - --- - --- - --- l ogs - — -- — -- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Time and a half — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagl e County Functional Requirements - Ultimate R esp onseA sx Page 71 18 - Payroll Exhibit G - Page 9D . . . ......... ] Is- 1097 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Double time --------------------------------------------------- - - - . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... - -------- — --- — --- — --- — --- — --- — --- — -- - . . ... Triple time -S 098 : ....... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 18 :099— Automatically accumulates hours and earnings by: 1 1 1 18 -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 100 i - Fiscal year-to-date 1 - — -------------------------------- — -- — -- 4 ------ - ---------------------------------------------------------------------------------------- is- ] Year-to-date I 5 102 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... -Quarter-to-date . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. , is- i ------- - - --------- - - --------- - - --------- - - --------- - - . .. . .. . .. . .. I - Month -to -date - — --- — --- — --- — --- — --- — --- — --- — --- — --- 103 ........................................................................................................................................................................................................................................................................................................................... ] '1a- I - Last payroll 5 4j 18 T_ - -- - -- - -- - -- - -- - -- - -- - -- - -- - ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 105 J Employees can view YrD earnings through employee self -service. i S I ....... . . ......... . . ......... . . ......... . . .. . . . ......... . . ......... . . ......... . . . . . . . . ......... . . ......... . . ......... .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Define hours per week by employee. I If your pay frequency is weekly, UltiPro will hold the weekly S/O I 106 ------------------------------------------------- scheduled work hours on the employee level. ---------------- Deductions/Benefits --- — --- FCA� - ----------------------------------- Comments ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ,• is- Describe the integration between benefits and payroll. When a 7 107 change is made to an employee's benefit election (e.g., single to This process is automatic as U Iti Pro is one unified solution. family coverage), how does the deduction amount get changed in 18- payroll or other outside systems? ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. .... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- The deduction arrears process will identify employees that were i 108 'How does your product recover deduction amounts that have not I I scheduled to have deductions taken and keep track of the been withheld from an employee's pay? ------------ amount owed. Whatever schedule of repayment you decide with the employee can be entered during the payroll process. - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - - - - 18 log ............................................................................................................................................................ — -- — -- — - - ------------------------- Provides an unlimited number of deduction codes. ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... - - - - - . . .. 'is- Calculates garnishments based on the state and federal ;110 calculation rulings. ............................................................................................................................................................. is- Stores other relevant garnishment data at the deduction level (e. 111 g., case number, payee). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ..... . . ......... . . ......... . . ..... ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- — --- — --- 18- '112 'Prioritize & calculate multiple garnishments. 5 ; ... . . ......... . . ......... . . .... — --- — --- — --- — --- Is- j Processes child support and/or other payroll deduction payments I I U It i P ro Wage Attachment Services will sen d payments to the 113 and d i stri bute s to respective entities. 0 garnishor. is- . .-- Delivers all federal, state and local deduction/benefit tax ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .... . . ..... - - - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 114 catego. ;......----.......ries..... . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ....... . . .... L.. . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is - 115 . :Accommodates one time deductions. ------------------------------------------------------------------------------------ 5 ---------- ,is- Delivers an expression builder to create company specific - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- 116 deduction calculations. is - ----------------------------------------------------------------------- - - - 'Allows for deductions to be scheduled in the payroll calendar. ----- --- — --- — --- — --- — --- — --- — --- — --- 117 Is---- . --TAssociates limits to deduction codes. . . ....... . .... .. .. . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 5 18 goal --- — -- — -- — -- _1 7- T -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ,119 Supports start and stop dates for deductions. 5 i ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- 'Automatically cancels specified employee deductions upon 120 ;termination based on company business rules. ---------- :is - ----------------------------------------------------------------------------------- Supports effective dating with deductions. -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- _J ,121 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. !Is- includes a rate table at the company level for benefit deduction 5 122 i amounts, so they are not manually entered on each employee. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 'is- Deduction cost can be entered for the new year, while continuing 123 processing for the current year 1""" ,is- 'Deduction codes are specific for different types or groups of 124 . . . . employees (e.g., part time or executive). . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... . . . .......... . . ......... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- _j___ Eagle County Functional Requirements - Ultimate R esp onseA sx Page 72 18 - Payroll Exhibit G - Page 91 ;18- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... !Tracks YM amounts, by deduction type, for unlimited number of 125 'Years in check detail history. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . 5 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Allocates deductions by multiple organizational levels. S :126 I 18 — -- — -- — -- — -- — -- — -- — -- — -- — Maintains unlimited history of all deduction changes. -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S :127 18- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - _T____T -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 12 Automatically accumulates deductions by: .8 . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . L ...... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . •Fiscal -year-to-date 5 .129 ----------- ---------------------- 130 ;Year-to-date ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 131 Quarter -to- -date S j Is - .......... - --------- - - --------- - - — -- — -- — -- — -- — -- — -- — -- — -- — -- — Month -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 5 132 18- -to -date ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ,13 3 . . . ......... Last payroll . : . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Allows employees to view YM deductions through employee self 134 service. is - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Ability to temporarily override deduction amounts . . .. . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . .......... 135 18- ------------------------------------------------------------------------------------------- 'Temporarily inactivate deductions at the employee level one - :136 :time or on an on-going basis is- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Temporarily inactivate deductions atthe company level to affect - - I S 137 all employees — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ]Is- i Allow authorized HR users to define pay deductions that are 1138 'included or excluded for specific employee groups or leave policy S deductions, e.g. insurance premiums, leave without pay, etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Is- Autornatically process certain deductions based on individual 139 'employee elections, e.g. charity contribution, insurance, 125 Plan 5 contributions ;Automatically 1',---I III, - l, I 1 __''I1 1 --- I Ia--- lIll-__II__'a_III--- -1 II, -------Ill----II'll---1,111--- ca1cuLife, VGTL dTTDpremiums basedor 1 1140 . ....... employee salary and other criteria, e.g. insured ag e . . . ....... . .......... . . ......... . . ......... . . ......... . . ......... . . .......... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is- Automatically calculate employee and county retirement plan 141 J contribution amount based on plan requirements (CCOERA) and S I County policy . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — -- — -- — --— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- For employees enrolled in the 457b Plan, automatically calculate 142 and track 457b statutory maximum limits, including age -based catch up provisions, and do not allow employee contributions to exceed the maximums --------4......__. ...... ........ ......... . . ......... . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- Calculating Pay Cod Comments - - - ----------- - ------- - - --------- - - --------- - - --------- - - — -- — -- — -- — -- — -- — -- — -- — --.......1111...w e — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- .18- Describe how an out -of -cycle check is calculated and processed. With UltiPro you will have the capability to create supplemental 143 Manual payments allowed? and off cycle payrolls as needed. Is - 144 UltiPro easily handles instant [manual] check processing. Itis as simple as adding an instant check and the applicable earnings code, then printing the check. Furthermore, UltiPro will give you the ability to designate what deductions are applicable to an instant check. Describe how time without pay and partial pay are calculated by I j Hourly employees are typically set up with earnings that use a your system, include exempt and non-exempt? E I, calculation rule such as "Hours x Pay Rate". So during the payroll Iprocess, UltiPro requires hours to be populated (manually or by i import) to calculate. Salaried employees may be set up as "AutoPaid" which can be defined to use a Pay Period rate that automatically populates their pay record. There are an unlimited number of earnings that can be set up for every employee, and the earnings may each have different calculation rules and taxation rules (e.g. a Bonus may be set up as a Flat Amount to be taxed at the Supplemental rate). .... . . ......... . . . . . . ......... . . ......... . . ......... . . ......... . . . — --- — --- — --- — --- — --- — --- Eagle County Functional Requirements - Ultimate R esp onseA sx Page 73 18 - Payroll Exhibit G - Page 92 ---......... ' 1$- 145 --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... - ......---......... --......... --......... --......... --......... --......... --......... ----------------........... --......... --......... --... Newly hired and terminated employees can have their first and I !Describe how pay is calculated for new hires and terminations? last check prorated per your organization requirements. The hire or termination date and where it falls in that pay period will determine the prorated pay. 18- Describe how adjustments to exempt salaries are calculated, _ _ If an adjustment is needed, it can be manually entered through 1146 articular) partial a p Y p p Y• the payroll ptewa menu _---------- is - UltiPro will automatically identify employees with potential I 147 ? retroactive -pay situations. If a manager processes an employee's ] How is retro pay calculated? pay change late, UltiPro will calculate retro pay based on the change in salary and their pay history, eliminating manual business processes. Administrators will have the ability to review I and approve retro pay for their employees. 9 ] 1$- - - - - - - -----------------------.-.-.-._ �. ---- E 148 !Supports unlimited earnings, deductions and tax codes. 5 I... 1$-......... --....... ......... --......... --......... -----......... --......... --......... --......... --......... -- ......... --......... --......... ......_. . --. { 149 Supports different types of income. 5 ]' 1$- ..... __......... __......... __......... __......... __......... __......... __......... __......... __--------------- - ' Supports associates with multiple rates of pay and - - ----------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- - i 150 department/cost center assignments. € k » ---------»...... 118- ___.......____.......____.......____.......__---------------------------- - Tracks associates with multiple pay rates and departments cost - - - ------------------------------------------------------------------------ 151 ____.......___ center assignments. ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... _......... __......... __: 5 ....... --.... --......... __......... __......... __......... --......... --......... --......... --......... __......... __........... __......... __......... ___. 18- Maintains and updates overtime and pay specific rules including i 5 152..._ -:.state specific rules. .....----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......--......... .......----.......----.......----.......----.......----.......----.......----.......----.......----.........----.......----.......__ { is - 153 Supports automatic retroactive pay calculations and payments. -»------------------------------------------------------------------------------------------- 5 ........................................................................................ 18- Automatically calculate retroactive pay based on transaction ` 154 effective date(s), and allow for authorized HR users to designate 1 S as a monthly or lump -sum distribution ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ ` ---- ---- _ ----------------------------------------------------------------------- i For retroactive pay, appropriately calculate adjusted monthly 5 '155 retirement plan contribution amounts) e....... __......... __......... __......... __......... __......... __......... __......... ___......_---......___......... __......... ___. __ Enables date -driven salary changes (allowing past and future .....___.... I...___ ......... ---------- ------- ------- ------- ------- ------- ------- ------- ------- -------- E ;156;changes). --------------- ------------------------- - - ---------------------- 5 [ ------- 18 1--------------- ;Allocates by different organizational levels and/or projects. 5 [ 157 ....... --......... --......... --......... --......... --......... --......... _-_...---......... --......... --......... --......... .......---;....._- 158 i Calculates shift differentials and job premiums automatically. i 5 ---------- ------------------------------------------------------------------------------------------- ... ... is - Allow authorized HR users to define departmental special pay 159 1 types and calculations based on type of leave or time recorded, e. 1 g. Sheriff's Office Daily Observation Report, Field Training Officer, 1 5 i Hospital OT, K9, Off Duty, On-call, Premium Holiday, Overtime; premium holidays' with a differential pay rate 1 E ? 18- -- ......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --4 Allow authorized HR users to define what type of hours count ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---•{ f ;160 ;toward overtime pay hours, e.g. Accrued vacation and medical [ ] i leave are not treated as hours worked; Absences for medical 5 [ k ;treatment received as a result of on-the-job injuries are not treated as hours worked; holidays and compensatory time off '____.......___ are considered as hours worked ......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......___.......___ _..____.......____.. ---- ---- _-- 18- Automatically calculate overtime pay based on specific 161 departmental rules, e.g. Sheriffs Office Deputies assigned to work extra duty assignments while they are off duty are paid at their overtime rate, or the contract rate, whichever is greater »------- I E •:18- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- -. For employees in their introductory period, automatically -------------------------------------------------------------------------------- 162 calculate pay and accrue leave per user -defined rules, e.g. no S merit bonus •.18- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --i a-----.......................................................................................................................................................................... 'Authorized user can override an employee's pay check by [ 163 i entering or changing: ; ,....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ I -Tax frequency - I ---_........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........ ----- t �5 1 164 - - - - -------------------------------------------------------------------------------- - Method of payment (check vs. direct deposit) 5 _____.......____.....____....____.......____.......____.......____.......____.......____.......____.......____.......____.......___......____..I...____......-_ - -EE 18- _Rate of a s 5 i.166.....-- ......--- ......... _ p..y---.......----.......----.......----.......----.......----.......----.......----.......----.......----.......--- ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---.t Eagle County Functional Requirements - Ultimate Response.xlsx Page 74 18 - Payroll Exhibilt G - Page 93 . . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ] Is- -Shift codes — How many are allowed? . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... S Unlimited . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 167 18 -Hours S 168 1 .. . . ......... . . . ....... . . — -- — -- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Earnings 1169 1 S ------ ------ ------ ------ ------ 18 -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- i -Deductions ,170 5 1 -- - - ------ - - -------- - - --------- - - --------- - - --------- - - --- __ — -- — -- . .. . .. . .. . .. ------ — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Deduction arrears 171 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 172 Taxes (State, Federal, and Local] . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... 5 . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ----------------------------------------------------------- la -Allocation fields (dept, project, locatio;;, etc.. — --- — --- — --- — --- — --- — --- — --- — --- S :173 . . ......... . . . ....... . . ......... . . ......... . . ......... . . ...... ------------------------T — ----------------------------------------- .. Mon -Wage Income I Cod Comments y-------- — -------- — -- — -- — -- — -- — -- 18- tM --------------- Handles imputed income by pay period. S 1 :174 : . . . ......... . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . .. . .. ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . 18- Handles moving expenses to reflect as income 175 ------ S i ------ ------ ------ ------ Wage Allocations -- - --- ......... . . ......... . .. — --- — --- — --- — Comments --- I I ------- - - --------- - - --------- - - ------ ------ ------ ------ - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- :is- SuppcTts multi -tier wage allocations across multiple cost centers j 5 176 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. .............................................................................................................................................. 'System provides wage allocations by. :177 -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ---------------------------- — -- — -------------------------- Companies i 5 1 1 :178 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... .... . . ......... . . ......... . . ......... . . ......... . . ..... — ----------— --- — --- is- Departments 179 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- 5 -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Cost centers -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Projects 5 191 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... is - Pay groups :182 S 4 ------------------------------------------------------------------------------------------ Terminated Associates I ------------------------------------------------------------------------------------------- 4 - Cod I i Comments------- ...... . . . ...................................................... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ....... is- Automatically stops deductions and calculates final pay based on 183 associate's termination date (including PTO, benefit deductions, S I etc.). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . L . . . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . — --- — --- 18- Allow authorized HR users to define variable payout rules, e.g. 1 5 '184 'elected officials are not paid out accrued personal time. i — --- — --- — --- — --- — --- — --- — --- — --- — Comments --- — --- Reporting i e __—__1....___m___..___........___ — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- _J......____... is - 1 Provides standard wage allocation reports 1 5 — --- — --- — --- — --- 185 i 1 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 18 . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Reports can be created with actual cost allocations including: ;186 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Rate of pay :187 i 5 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ is - 'lag Shift codes— How many are allowed? . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — -- 5 Unlimited. -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Hou rs 189 . . . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . S -------------------------------------------------- ,Is - Earnings I190 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Deductions 5 191 1 — - - --------- - - --------- - - --------- - - --------- - - ---- — -- — -- — -- — -- 18- — - - — - - --------- - - --------- - - --------- - - --------- 5 - - --------- - - -— -- - - --------- - - --------- - - ----------- - - ---- :192 1 -Deduction arrears ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......................................... ......... •. . ....... . . .... j..._ . . . ....... . . . .................................................................................................................................................... . . . ....... . . . . . -Taxes (State, Federal, and Local) 193 . .. . .. . .. . .. . .. . .. . .. . .. 5 --- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - ------ Eagle County Functional Requirements - Ultimate R esp onseA sx Page 75 18 - Payroll Exhibi G - Page 94 ---......... ;1$- --,....... --......... --......... --......... --......... --......... __......... __......... __......... __......... --......... --......... --......... --,....... --.... ,..._ ; Allow authorized users to generate a payroll reconciliation report I ] 194 of Scheduled vs. Actual payroll (exceptions) allowing users to S - ,filter by pay period, department, cost center, etc. - - - ----------------------------------------------------------------------- t 18- Allow authorized users to generate a payroll exception conditions 195 report, (e.g. employees with 0 hours) allowing users to filter by 5 pay period, department, cost center, etc. -------------------------------------------------------------------------------------------------- - - .................................................................... 18- Allow authorized HR users to view and print trial and final Payroll 196 Check Register Report, filtered by user-specified criteria, e.g. 5 from and to dates, department, cost center, employee category, ] etc. I - 18- »...... ------------------------------------------ - - - - - - - - ---------- ---- :. Allow authorized users to view and print report of payroll detail, --- ------- ------- ------- ------- ------- ------- ------- - 197! filtered by user-specified criteria, e.g. from and to dates, 5 - department, cost center, employee category, etc. 1----------------------------------------------------------.-.____.-.-.-.____.-.-.-.____.-.-.-.____------...................................................................................... 18- Allow authorized users to view and print Payroll report of 198 benefits paid by the County to allow select departments to 5 I reimburse the County, filtered by user-specified criteria, e.g. from and to dates, department, cost center, etc. _ ��- _ _ _ __ --------- ------- ---- Allow authorized users to view and print Payroll report of all -in --- ------- ------- ------- ------- ------- ------- ------- - 199 compensation —total pay, taxes, benefits paid by the County S filtered by user-specified criteria, e.g. from and to dates, ' department, cost center, etc. 18- 200 ......----.......----.......----.......----.......----.......----.......----.......----.......----.......----....... ,...... Allow authorized users to view and print a monthly report of FLSA i.e. does code exceptions, where employee code not equalS UltiPro Business Intelligence can provide reporting tools to assist employee position's code, including department and employee with this process. information as well as duration of the exception (in months) ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... - 18- Allow authorized users to generate Overtime Forecast report 201 based on Actual Hours worked to date and scheduled hours S ' allowing users to filter by pay period, department, cost center, etc. --------------________.......____.......__- - ----------------- 18- Allow authorized users to generate a report of employee j j E 202 anniversary dates for planning merit increases, highlighting E I S [ •: employees who are still in the Introductory period of ;employment and ineligible forthe compensation action »[ 18 -In compliance with Colorado state statute, allow authorized use. ? ! 203 to generate a bi-annual report of annual salary for user-specified 5 ;calendar year, include employee name, position and total salary I 3-----------H.__ 18- ......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __. i ....... __.... ...___....... ---- ------- ------- ---- ;Allow authorized HR users to publish and update annual Payroll 5 --- ------- ------- ------- ------- ------- ------- ------- ---- ---- 4 204 Schedule, e.g. deadlines for time entry, pay dates, etc. j-.... - - - - - - - - - - - - j - -------------------------------------------------------------------------------j Taxes ; Cod Comments - ---------------------------------------------------------------------- --------------------------------------------------------------------------------- Eagle County Functional Requirements - Ultimate Response.xlsx Page 76 18 - Payroll Exhibit G - Page 95 -......... --, ;1$- ] ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... _ 1 .... ___.......___......... --......... --......... --......... --......... --......... ---.......----.......---........... --......... --......... __... Describe tax resources provided to your customers on tax 205 regulations at the federal, state, and local levels? How do your customers access this information? Note whether you developed your own tax calculation system or you use another company's Itax calculation system. If you use another company's tax calculation system, explain how it integrates with your payroll system. Ultimate Software maintains tax calculations and updates. When it comes to payroll tax filing, accuracy and timeliness are vital. With penalties and interest for late payments and filings or non- payments, mistakes can affect your bottom line. UltiPro Tax Filing guards your business against filing errors by transferring = responsibility for remitting tax files and payments to professionals with years of experience. You save time and enjoy !Describe tax resources provided to your customers on tax federal, local levels? do freedom from administration and peace of mind that your payroll taxes are paid and filed accurately, on time, every time. regulations at the state, and How your customers access this information? With UltiPro Tax Filing, you meet all federal, state, and local payroll tax filing obligations quickly and easily. UltiPro Tax Filing: ' • Deposits federal, state, and local tax liabilities for over 10,000 ` tax agencies via electronic funds transfer or check i• Files all monthly, quarterly, and annual tax returns via paper, e- ; file, or magnetic media • Balances quarter -to -date and year-to-date deposits to liabilities to ensure payments are accurate = • Researches and responds to agency i nquiries Provides tax returns reports prior to due date for your review • Delivers reconciliation summaries and copies of all filed returns i• Generates and files all amended returns • Provides new -hire reporting to appropriate state agencies to help you stay compliant when reporting new employees • Delivers multi -worksite reporting to the appropriate state(s) to ° assist you in reporting employees that work in multiple locations 18- ;...... E f _J......----...j.under one unemployment id-number:--.......----.......----.........----.......----.......----'[ Note whether you developed your own tax calculation system or , 206 you use another company's tax calculation system. If you use UltiPro Tax calculations were developed in house. another company's tax calculation system, explain how it integrates with your payroll system? I j____.......___ •.18- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ •; What tax updates, if any, are provided and how are these ... __......... __......... __......... __......... __......... __......... __......... __........... __------- --------t Ultimate Software will update your organizations tax tables 207 updates received?; quarterly as well as at year end. 18 Provide full tax filing processes. 5 208..._ ....----........ •-- ---.......----.......----.......----.......----.......----.......----.......----.......----.......----.........----.......----.......- ...... { 18- Provides for all federal, state and local taxing jurisdictions within € 5 '209 'the United States and its territories. [[ 18- ;...... ! Supports tax calculations of lived in versus worked in state and ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---•{ 5 210 ; local payroll taxes. E 118 211 e....... __......... __......... __......... __......... __......... __......... __......... - - _ ... a t _ --- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- --------t Supports state and local reciprocal agreements. S 1_ 18- ' _ _ _ _ _ _ _ _ _ _ Provides all relevant end of year payroll processing reports, 75 T-- _ _ _ _ _ _ _ _ _ _ ` 212 including W-2, 941, 1099s, State, SUI, and worksite reporting. ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... ___•— - - - - ---------------------------------------------------------------------- --18 is- '213 :! Supports the outsourcing of payroll tax deposits and filings. 5 ' .._»...._..... ._..... ._..... ._..... ._..... ._.. ... ._..... ._..... ._..... ._..... _ ... 214 ?Vendor can provide a print service for W -2s. 5 ' = ....... i.......--- ......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... - ...... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- is- Automatically update payroll federal, state and other Tax Rates 5 € 215 annually or as needed ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... -- I [ .......... 18- Produces tax documents, magnetic media, and signature ready 5 216 reports to file. 217 ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ ! Allows a customer to create/print their own W -2s. .._____.. ...___..... _--- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- - I 0 ; 1 I ;____.......___....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ ......... __......... __...... ___ I...____......._ -{ ----------------- ___......._____..._____...._------------------------- ' 18 Allows an employee to view print their own W-2. 5 ' 2 9 —_.__—__._._.-------------------------- ----------------- •: Supports federal, state and local supplemental wage taxation. ------------------------------------------------------------------------------------___� 5 Eagle County Functional Requirements - Ultimate Response.xlsx Page 77 18 - Payroll Exhibit G - Page 96 _---......... ;18- --,....... --......... --......... --......... --......... __......... __......... __......... __......... __......... __......... __......... __......... --,....... --.... ,..._ ; Allows for earnings to be taxed at different tax rates (e.g., regular I ] 220 and supplemental) on the same check. 5 ----------------------------------------------------------------------- •:18- ? Delivers all wage tax categories for wages reported (e.g., W-2,� S 1221 !1099). ____.......___ 18 ....... __......... __......... __......... __......... _-_____--......... __......... __......... __......... __......... __......... __----- ---- �5 i =222... Maintains tax rates within the proposed system. 1 -...... --.... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... 18-......_... 223 -------- Maintains a history of tax tables by change date I 5 ------------------------------------------------------------------------------------------- -----„.._...„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„ 18 224 Employees can change W-4 information via a Web portal. I5 ,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --, ..----......... --......... --......... --......... --......... --......... --......... --......... --......... --.......... 18-.... 225 Administrators can change employee W-4 data. S 1-----------------------------------------------------------------------------.-.-.-._ -..._......__—____—--- —--- —--- ...._..--- ._..--- ._..--- ._..--- ._..--- ._..--- ._..--- ._..--- _ 18- Tax documents (e.g., signed W-4, 1-9) can be attached to an S 226 ;employee's record. -- 18- _......... __......... __......... __......... ----------------------------- -------------------------------------------------------------------------------- Employees can perform paycheck modeling including 11_2_27 S —'deductions, marital status and exemptions. _ _ _ _ _ _ _ _ _ _ _ ` UltiPro 18- 1 Tax Filing Service offers six detailed reports for tax ! 228 'Provides a payroll tax reconciliation tool. { S reconciliation every payroll and three reports at the end of each I uarter for tax reconciliation. ` -- ------------------------------------------------------------------------------------------ 18- Tracks YTD taxes, by tax, type for an unlimited number of years in 229 'check history. chk detail hstor ec et y 18- „„„------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ------------- ----------- -- Tracks YTD taxable wages, by tax type, for an unlimited number S 230 of years in check detail history. ____.......___.. 1$- ...... ____....... ____....... ____....... ____....... ____....... ____....... ____.................................................... ____....... ____..... _ I 5 ------------------------------------------------------------------------ f E_ :. Accommodates separate tax exempt controls for federal, state, [ 1 231 j and local taxes. ' 18- _ --------------------------------------------------------- - -------------------------------------------------------------------------------- Provides additional withholding fields for federal, state, and local �5 232 !taxes. E....... ----.......--- 18 233 - ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... __......... __......... __ __.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... __......... __......... - supports one time additional tax amounts in payroll processing. € 5 ------------------------------------------------------------------------------------------„„„.._...„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„.....„„„ :is - Allows for payroll adjustments to correct taxes to be posted to 234 current quarter. 18- Allows for payroll adjustments to correct taxes to be posted to a S I E I [ 235 prior quarter. ` 1!-1--8-- __ _ -.............._--------- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- - Allows for a payroll administration user to generate an employee rS ' 236 _J W -2C. ' -=-- ------------------------------------------------------------ - ---------------------------------------------------------------------------------{ 18- Vendor generates W2 forms and mails to Eagle County with an € 237 option for direct mail to employees. W2's need to be received by S Eagle County by January 20th. 1 „„„ „„„ „„„ „„„ ..„„„ „„„ „„„ „„„ „„„ „„„ „„„ 18- _ :Vendor to generate State Payroll Tax Deposit interface data, and 5„ _ •; 238 ---------- •; submit to state with payment. ------------------------------------------------------------------------------------------„„„.._...„„„.....„„„.....„„„.....„„„.....„„„._..„„„.....„„„.....„„„.....„„„.....„„„.....„„„ 18- Vendor to generate Federal Payroll Tax Deposit, and submit to S 239 IRS with payment. ....... --......... --......... --......... --......... - - - _ - - - - - - - -------- ------- ------- ------- ------- ------- ------- ------ - - 18- Y Allow automated verification and update of employee data via 5 j 244 interface with Social Security Administration e -Verify application 1 Yayrall Time Entryd� Comments ---_ 1 m___..__m___..__m___..__m___..__m___..__m___..__m___..__m___..__m___..__m___..__ 1......____... 1 18- 241 Employee can enter their timesheets via UltiPro Time Explain how employee timesheets can be entered on-line. How j j Management. The timesheets are routed to their supervisors for are these timesheets approved?I ;approval. ____.......___1....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __...... _____......... __......... __......... __......... __......... __......... __......... __......... __......... __........... __......... ___....... { J 18- Ability to enter time via multiple sources (time clock, web, mobile I S� [ 1242 phone] 18- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... -- ...... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- :Allows customization of the pay sheet so that only data for a S ; 243 'specific payroll appears on the pay sheet. -_......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ - --..... _--- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- i8 Specifies the columns the user wants to display on the pay sheet S 244 .is - ] Controls the properties of the columns the user specifies. S 245 t------- 18 --------- ___.-.-.-.___.._._.. - - --------- - - --------- - - .-.:_.__...._..___ _ _ Designates to S !246 ............... ---- specific groups of employees pay. ....... --......... ---..._......... --_................. _...p .... is- Views7 employee and grouptotals as payroll data is entered. [ 5 Y - Eagle County Functional Requirements - Ultimate Response.xlsx Page 78 18 - Payroll Exhibit G - Page 97 i ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Payroll Processing . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 1 I Cod 1 Comments i — -- — -- — -- — -- is- UltiPro will automatically create pre -check files and pre -check 1249 Describe the audit process for each payroll. i registers for your organization to review. once the payroll is processed, UltiPro will automatically create your complete payroll I i ........ . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... I 1 registers for review as well. . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . . With UltiPro you will have the capability to create supplemental i ]Is- 1141 i How are unscheduled payrolls handled? . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 . . I ...... . . . . J and off -cycle payrolls as needed. ... . . ......... . . ......... . . ......... . . ......... . . ......... . ............. . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ]Is- 1250 I Ultimate Software will print the W2's and ship them to you for 1 Describe payroll and year-end processing in the proposed system. distribution. IRS -ready W2's will be available online in the U ItiPro - -- - -- - -- - -- - -- - -- - -- - -- - -- - -- portal for your employees to access and print. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ..............--------------------------f ] Is- I if an adjustment is needed, it can be manually entered through 251 Describe your adjustment process for a typical payroll. How are the payroll gateway menu. Quarter end and year end quarter -end and year-end adjustments processed? adjustments are completed through the prior quarter adjustment menu in the Payroll Gateway. . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... Yes. U ItiPro is a "Real Time" solution so there is no waiting for a 1 252 1 i i i payroll preview. The reports are automatically created and 1 waiting in your standard reports "Completed" tab for your review i Are all custom payroll reports available to view during payroll j during the payroll processing (i.e. Pre -Check reports) and after ,processing? Please explain. i ;the payroll process has been completed. Historical payroll reports can be accessed at anytime via the Standard Reports and/or Business intelligence as UltiPro will never ask your organization to archive or delete your history. 118 1253 -- - --------- - - --------- - - --------- - - — - - --------- - - --------- - - --------- - - --------- - - ---- Are there any payroll reports that cannot be accessed while 1 --- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - 0 1 All reports can be accessed. I— ;payroll I i s running? n i ng? Why? 118- -- — -- — -- — 1. -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Although The payroll process i s iterative, U Iti Pro h a s various 1254 1! What is the process if payrolls need to be re -run multiple times? auditing tools that can be used during the payroll processing to eliminate the need of re -running of payrolls. — -- — -- — -- — -- — -- — -- — -- — ------------------------ Is there a limit to how many times payroll can be re -run? --- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - ------- - - ----- 0 No limit. 1255 1 i 1-1-8 .......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ---...y'__.......----.......---' ....... . . .... ...... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... .... . . ......... . . .. U tiPro is a real time solution; therefore, there is no 256 Is data syncing n ecessa ry for payroll processing? Wh 0 i synchronization or processing against a mainframe. j...----.......----.......----.......----.......----.......-- 18 ' 257---- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . g......----.....' . . ......... . . ......... Can you reprint checks if printer or somethinerrors. - . . ....... . . .... . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 1 5 1 1 i - - - ------ is - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --- Run supplemental payrolls at anytime. - --------------------------------------------------------------------------------------- 5 .25 8 18 ....... . . ......... . . ......... . . . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .— --- — --- — --- — --- — --- — --- — --- — --- 259 Provides for pay data entry by: - — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- J 260 -Employee online J ,is- — -- — -- — -- — -- Manager online t 261 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 262 ----------------------------------------------------------------------------------------------- Batch uploads 1 5 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- !is- Exception-based/autopsy (e.g., salaried or fixed hourly 263 employees). . .................... ---------- ,is- ----------------------------------------------------------------------- Performs gross -to -net calculations per employee per check, I S 1264 which are immediately viewable. i -Is- 7 . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... - -- - -- Do not allow employee payroll to process without Timesheet -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- __7 1265 1 approval from employee's manager, authorized HR user can S 1 approve timesheet is- ---- ----------------------- -------- ------------------ if employees are entering their own information though the self - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 266 service portal, do not process payroll for that new employee unless authorized HR user has reviewed employee information and approved it for payroll processing ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -- - ---- - - --------- - - --------- - - --------- - - ----- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- !is- !Allows for an unlimited number of checks issued to an employee i i I 267 per payroll processing. 18- is- 268 ....... . . ......... . . ......... . . ......... . . ...... ------------------------------------------------------ -( --------------------------------------------- When preparing multiple checks for an employee during a payroll 1 i options exists for direct deposit or live check as as S process, well the ability to exclude or process deductions. ....... . . ........... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagl e County Functional Requirements - Ultimate R esp onseA sx Page 79 18 - Payroll Exhibi G - Page 98 ;18- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... Provides pre -check regi ster s a nd audit re ports prior to processing 269 payroll. 270 ;Allows for manual checks to be printed onsite or any location. S 18- 1271 ....... . . ......... . . ......... . . ....... . . . . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ..... ----------------------------------------------------------------------- Voids payroll checks by selecting the appropriate check; changes S . . . ......... should be applied to applicable quarter's totals. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . g.: Provides capability to re -run selected steps of the payroll process. S -- - -------- - - -------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - - - - - - - - - - - - - - - - - - - - - - - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - -------- is - Check Reconciliation is not currently offered; however, using 273 Provides for check reconciliation. 5/0 'Business intelligence tools, a report can be produced giving you the necessary tools for check reconciliation. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... ;18- J Using Web browser, administrators can run the entire payroll . . 274 including: . -- -jprocess 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 275 Collect employee time — -- — -- — -- — -- — -- — -- — -- — -- — 0 pan payroll -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S 276 ---------- 18- 1 4 — ------------------------------------------------------------------------ — ---------------------------------------- — --------------------------------- rs 277 _Calculating pay (including gross -to -net] : ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......................................... ......... . . . .... . . ......... . ..................................................................................................................................................... . . ......... . . .. . .... is-....... 1 278 :- Pre -check preview and editing 5 ----------- — -- — ------------ — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 279 Check payroll processing status 5 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... is - '290 Generating paychecks and/or direct deposit advices . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. S is- — -- — -- — -- — -- — -- — -- — -- — -- — Payroll reporting -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- S 281 1$GL ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . reporting ----------------------- — --- — --- — --- — --- — --- — --- — --- — --- ------------- 5 282___ . . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — -- is---- 17- t -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 1293 Post payroll . .. . .. . .. . .. . .. . .. S i — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Close payroll 5 2 84 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is - '295 Create manual checks (interim, voided) 19 !286 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ---- -Update deduction goal amounts ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . ... . ... . ... . ... . ... . ... . ... . ... . . ....... . . .... Is- Check Reconciliation is not currently offered; however, using 1287 1 - Perform check reconciliation 5/0 Business intelligence tools, a report can be produced giving you ........ . - --------------------------------------------------------------- I the necessary tools for check reconciliation. — ---------- . .... . . ...... — --- — --- — --- — --- Is- I ; - Tax filing S 288 -is- 1 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- 'Supports different types of payment methods (e.g., direct — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 299 -- - - --------- deposit, live check). - - - ------- - - --------- - - --------- - - -------- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4 : 19 .290 Checks are printed by vendor in order of department. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 1 5 . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is - Proposed vendor can provide check printing services. '291 --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- S - - . ... . ... . ... . ... . ... . ... . ... . ... 18 x292 - --------- - - --------- - - 'Provides internal check printing capability. s 5 3 is- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . Supports laser printed pay statements to include MIC�_c-o-Win .... . . ....... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5 293 and signatures.1 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. ___t 3 3 ...... . . .... .... . . ....... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - :.294 J Supports unlimited check detail history. — -- — -- . . . ......... . . ....-- 1 5 1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Provides online pay statements to employees without creating 295 i paper statements. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is- Allows for paid time off information (e.g.,. vacation) to be on pay 5 296 statement. ....... I . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... is - Supports paying employees fro m different bank accounts. . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. S ;297 ]: 1-18- 3 1298 7 -- - - - - - - - direct -- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - 3 reate an "ACH" file for dideposit. 1 C T -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- __7 5 1 . . . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... i . . ......... . . ......... . . ........ . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagle County Functional Requirements - Ultimate R esp onseA sx Page 80 18 - Payroll Exhibit G - Page 99 ' ....... . . ......... . . ........----...N.----.......----.......----......._. . ......... . . ......... . . ......... . . ......... . . ......... . . ......... !Can rerun "ACHfile to include adjustments. . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 1 299 — --- — --- — --- — --- — --- — --- — --- — --- 18 300 . . ......... Allows employees to have up to 10 direct deposit accounts. . . : ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- .. 18- . — — Supports partial direct deposits in either a flat dollar amount or a S 301 : percentage of an employee's pay. I I 'is- - - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -- Vendor generates a file of employee pre -note payroll data --- --- --- --- --- --- --- --- --- ---mm — — — — — — — — — — 302 verifying direct deposit set-up ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - 1- 18- 303 ' Supports Positive Pay. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... ,is- Process a refund (negative deduction) with no earnings pretax . 304 .. . . ......... and after tax deductions (taxes adjusted with refund). . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- is- Allow authorized HR users to run multiple trial payroll cycles for 305 :validation purposes I I . . . ......... 18 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ; _ 1 _r�ltiPro_is a -real-time solution sothereis nowaiting for a payroll 1306 Allow authorized HR users to designate trial payroll cycle data as preview. The reports are automatically created and waiting in Iyour the production / final cycle run — do not allow changes to the standard reports "Completed" tab for your review during input or output data once the cycle is designated as final the payroll processing (i. e. Pre -Check reports) and after the 118- ...... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... ..... .. ......... System should be available for data entry and reporting during a payroll process has been completed. - — ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1307 'Phases of the payroll process, i.e. no'lock out ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... S . . ....... ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. is- Validate that pay amount calculated is zero when negative . 1 I 309 'earnings result and do not generate deposit or check for negative I S 'or zero pay amounts e.g. from LOA or LWOP ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Check Management - - — -- — -- — - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - -- 1Cod Comments le I i I----------; . .... . . ......... . . ......... . . ......... . . ... — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — - - - — - - ----------- - - --------- - - As long as your organization has a MICR cartridge and check i Describe how your customers process and print a check locally at 309 1 their site ;stock, the payroll process will produce a check print file that can I . . . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — -- — be sent directly to the printer. -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 18- i Supports different types of payment methods (e.g., direct 310 'deposit, live check, etc.). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. is - 311 'Allow authorized HR users to process re -issued checks . r. I---------- .is- 4 ------------------------------------------------------------------------------------ 'Vendor generates checks and overnights checks for delivery 0 312 within 24 hours from final payroll submittal ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Voided Checks - - Cod Wm n— --- — --- — --- — ---- i........ . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- — -- — --— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1313 Provides ability to enter multiple check voids by range. 5 . . ........ 18- . . --------------------------------------------------- - When a paycheck is voided, adjusted, or re -issued, automatically 314 generate updates to payroll register, employee record and ;general ledger __—__—__—__—__—__—__—__— Direct Deposb -- Codes I--- — is- -- 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . 1.e ------------- Vendor creates direct deposit data files to send to banks. Vendor 315 to recreate direct deposit data if error in file creation or 1 5 transmission occurs ---------- :is- ------------------------------------------------------------------------------------------- Allows for an unlimited number of checks issued to an associate i S 316 per payroll processing. 18- ....... . . ......... . . ......... . . .... 'Allows for to be -onsite- ------ ------ 17- T -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- S 317 manual checks printed : I ------ ------ ------ ------ Labor Al locatio n -- - --- - --- - --- _____ Comments - — --- — L Is- — -- — -- — -- — -- — -- — --e .... . . .... -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- UltiPro allows your organization to allocate across as many 318 ;Explain how the proposed system would allocate by different different departments, job, locations, projects, etc., as necessary I ]organizational levels and projects? I :for the employees. This information will feed automatically into the payroll process and thus feed to your organizations general - ----- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- ledger. - - ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - Eagle County Functional Requirements - Ultimate R esp onseA sx Page 81 18 - Payroll Exhibit G - Page 100 -......... --, ;18- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... I --.--................................................................................................................................................t Earnings can be allocated to as many jobs, organization 1319 1 levels/cost centers as desired. In addition to their regular rate of Describe how the proposed system handles employees with : pay, employees can have other rates assigned, plus an unlimited multiple rates of pay and department or cost center assignments. , number of jobs with unique pay rates for each job. How would employees with multiple jobs or positions be handled? ; UltiPro allows your organization to allocate across as many different departments, jobs, locations, projects, etc., as ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --'...... --- 'necessary. ` is- Describe how your system recognizes overtime for employees UltiPro allows your organization to allocate across as many 320 who work across various divisions or companies within the same different departments, jobs, locations, projects, etc., as work week. ; necessary. �__......____.......____ 18 ---------........................................ ..........__ - - ---------------------------------------------------- 321 ! System provides for an unlimited number of the following: -------- 1................................................................................................................... .... � 322 - Companies in one database p 5 18-....----......----.....---.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......--- 323 - Departments ......----... ...----.......----.......----.......----.......----.......----.......----.......----.......----.......----.........----.......----.......---- S 18- 324 ---;......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......---,......----..;...----.......----.......----.......----.......----.......----.......----.......----.......----.......----.........----.......----.......- - Divisions S 118 1- Locations S 32S 18 -------_.......___......... __......... __......... __......... __......... __......... __......... __�__ _ Cost centers _...____....._---�___.. --- .____.......____.......___--- S 1 1326 -------_._..___......... __......... __......... __......... __......... __......... __......... __......... ___. ----------------------------------------------------------------------- ` -lobs ----------------------------------------------------------------------- I S 1 - -1-------- --- ------- ------- ------- ------- ------- ------- ---- --- ---- --- ---- --- ---- --- ----_J 1388 -Supervisors S 18 ......____.. ------ _______m___..__m___..__.-......___......... __......... __...... ------------------------------------------------------------------------------t 329 _ Pay groups ,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... 1 S 1 --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... •:.18-.... 330 - GL base accounts 5 18- Tracks an unlimited number of labor distributions in history. 331 . ' S I 18 332 ; Allows at least five client definable organizational levels. _ _ _ Q :4 client definable organizational levels. 18- Supports a multi tier labor allocation (e.g., allocation on different 1 5 333 -------�...... fields, dept, job, location). _.....---------_—__---------------- - ------------------------------------------------------ 18 Is- 334 Reports can be created with actual cost allocations including: Reports 18- 13351 - Earnings M Earnings ...... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 i 1 . . 4 ....... . . .... i .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 18 ...�..............................................................�.._.....�.._.....�.._.....�.._.........-.__..�._........�.....� - Employee deductions 1 5 ...................................................................................................� 186 337 Employee taxes 5 €€ 1 338 -Net pay S [ 1$ _Employer deductions 5 339 18 ------------_._..____.......____.......____.......____.......____.......____.......____.......____.......____.......___.¢ Employer taxes ....... __.... 3...___ ....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- I 5 I ` 1 1341 1$Workers' ------------------------------------------- � --------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- - 1 341 1 - compensation premiums ...... 5 ------------------------------------------------------------------------------ ` -- 18- 342 Supports the creation of labor allocation files with user define timeframes (e.g., 1 payroll period or 7 payroll periods). - ------- -------------------------.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-... is - --- ---- ---- ---- ---- ---- ---- --- Allows actual labor allocations to be fed into General Ledger. 5 343 ............... --- i......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......---i......--- .... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---•{ 18 344 Creates labor allocation reports. 5 1 --------- ....................................... .: ;General Ledger .._.. --- .._..--- .._..--- .._..--- .._.......... 1Cod Comments .e Eagle County Functional Requirements - Ultimate Response.xlsx Page 82 18 - Payroll Exhibi G - Page 101 ---......... 1345 --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... 1 --Y ....,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- t UltiPro allocates employee earnings, deductions and taxes, plus ; employer expenses for deductions and taxes based on many tiers, including job codes, locations, organizational levels, pay Please describe how the proposed system will support multi -tier •:labor allocations to post actual employee cost to GL. This 'groups, and projects. Employees can beset up with an unlimited 1 number of permanent allocations, which can be enabled or includes the allocation of wages, employee and employer taxes, disabled by earning/deduction code. The GL and Labor Allocation and employee and employer deductions by multiple organizational levels. step will then automatically process the distributions. Based on your company guidelines, even the employer portion of taxes and :benefits can be allocated to the cost centers that receive the benefit of the labor. ---- 18- -----------_._..____.......____.......____.......____.......____.......____.......____.......____.......____.......___ ] ...____.......____.......____.......____.......____.......____.......____.......----T---------------- --- � 1 1 UltiPro will create a GL file for your organization after each 1346 1' 'What reporting tools are available to query General Ledger payroll. In addition, there are delivered standard reports that can !transactions generated from payroll? be run at your discretion, as well as, a report writer that will give i you the ability to create and run any special reports you might need. _ 18- _ _ _ _ _ _ _ _ _ __ __......... ----------------------------------------------------------------------------- ` Yes, data can be exported from UltiPro to Microsoft Excel file, 347 Can data be exported to excel for editing capabilities? allowing your organization to use and edit the data for further analysis and review. 18- ....____.......___. .................. ........... ........... ........... ........... ........... ........... ........... ........... ........... : Is there a limitation to length, character segments of General ...t......___ ...___ ......... __......... __......... __...... _-------------------------------- --------------{ Yes, currently your account number cannot be more than 235 [ 348 ----�- Ledger number. --- ---------------------------_---------- --------------------------------------------- char W1_------ . - 18- Can you use descriptions in the General Ledger? 1 5 '349 I»...... ` ---y.... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... 18- 350 • What setup is required for integration i.e. import and exports? Please see the attached UltiPro Integration Services Product profile for more information. 18 s....... __......... --......... __......... --......... __......... __......... __.... ._.___......... __......... --......... --......... --- +-- -a...___ ......... --......... --......... ---------- ------- ------- ------- ------- ------- ------- ------- - 1 351 Maps GL account numbers within your payroll system. 5 118- Accommodates multiple GL segments and can be printed 1352 18- separately or all together on reports. ,...... _ - 5 ------------------------------------------------------------------------- GL setup tables are accessible by users to change at any time.5 353 - -------------------------------------------------------------------------- - - .. - - - - - 18- 354 GL distribution report or file can be created for a user defined period. 5 18- Creates GL accruals. 5 Via Business Intelligence reporting tools. 355 .is- 'GL account numbers can be changed by the user and the GL can 1356 ! be rerun for specified pay period(s) 5 1...___ 3 18- a....... __......... __......... __......... ---.......____.......____.......____.......____.......____.......____.......____...._ - Immediate availability of GL data when the payroll is posted to ..... _--- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- -{ 5 [ ` 357 history. __......... __......... __......... __......... __......... ___. _ ... _..__......... __......... __......... __......... __......... __......... ------------------------------------------------------------------------------- 118- 3S8 - GL historicaldata is accessible to user. ----- ------------------------------------------------------------- . 5 ; ----------------------------------------------------------------------- ? 18- ? Adjustments (e.g", manual and void checks) are automatically S 359 posted to GL. ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --....... --.... ;...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- t 18- •: GL feature includes tools to export data in a user specified S 360 ! format. 1...... 3 1$-...-- 1 1 Provides an ad hoc query tool for reporting on GL data. S - - ------------------------------------------------- - - ------ ------- ------- --- ----- -- 18 362 ____.......___ Provides an OLAP tool for reporting on GL data ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... E 5 ' __....... __.... i...___ ..... _--- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- 18- Do not allow change to payroll information once posting to the j 353 General Ledger is complete, process a current or future dated 5 I adjustment instead --y_.......____.......____.......____......._... €€ 118- ! Perform scheduled, automated update of Payroll system with f i 5 1.364 interface file of General Ledger in Tyler Technologies Logos. ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --i-- ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- is- If system does not interface with Logos, how will we export Ultimate Software can create a general ledger file for any general 365 information out of Payroll system and import into Logos? ledger accounting solution that accepts an electronic file. Eagle County Functional Requirements - Ultimate Response.xlsx Page 83 18 - Payroll Exhibit G - Page 1D2 ............................................................................................................................................................................................................................................................................................................................. 119 - Time & Attendance — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — I --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Vendor Response --------------------- -- — -------------------------------------- . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . Cod 1 i Task # Requirement Comments e . ....... — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- irne&Aftendance Time . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... — --- — --- — --- — --- . . . ......... . . ......... . . . — --- — --- — --- — --- . . ----------- ------ 19- UltiPro UltiPro does not offer leave ma nagem ent f unctiona lity. I 001 i 1 However, your organization can design any type of PTO plan that E You require based on length of service, dollars earned and hours 1 Describe your systems leave management feature (i.e. paid time, worked. There are no limits to the number of plans that an unpaid time). organization can set up and maintain. Your organization will determine the plan type and accrual methods. Each plan is based =---------------- 1 on your company's business rules. 19- — -- — -- — - - — - - --------- - - --------- - - --------- includes rounding rules that can be applied to entire - - - ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- S 002 organization. ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 19- 1003 1 includes multiple rounding rules by pay group. S _J Unlimited number of user defined time/earnings codes -1 i I 004 s...... . . ......... . . ......... . . ......... . . . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 19- includes the definition and application of complex pay rules I 005 1 based on timesheet details. 19- . . ... . . ......... . . ......... . . ....--------------------------- Date effective recording of all timesheet- and employee -related - --- — --- — --- — --- — --- — --- — --- — ---— --- — --- I 006 19- data. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - --------------------------------------------------------------------------------------- if intervention is be Can maintain and modify any and all complex pay rules without though, required, this can achieved with 007 vendor intervention.our ------ - - --------- - - --------- - - -- - --------- - - --------- - - --------- - - ------ — - - — ---- - - --------- - - --------- - - --------- - - --------- organization's Account Manager. - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - - 19- Allow employee punch captured for start and stop times of 008 breaks and lunches. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . ......... . . . — ------------------------------__------------------------------ -- 19- Allow group change capabilities to modify common elements in a 009 11 group of employee timesheets. 19 ....... . . ......... . . .......... . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — --— --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 Employees can enter hours using on-line timesheets. 1 5 lolo ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ Timesheet values can b e adjusted by week and selected d oil ,within a week by authorized users. 19- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Provides a comprehensive audit trail of all changes made to the - - 1012 timekeeping records. 19- -- - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -- ------ Tracks both standard and actual hours by activity code for . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... S 013 'analysis purposes. ------ ------ ------ ------ -- ---------------------------------------------------------- - - 19- 1014 i Retro calculations based on payroll transfer ste r date. 177 S ....... . . .. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... Allow the viewing of overtime by employee(s) by time period. S 1015 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . ...... ---- — --- — --- — --- — --- — --- — --- — --- _ _7 '19- i includes various types of payroll lockdown dates to freeze i 016 016 timesheet edits for payroll processing (i.e. supervisor lockout S -date, hand s -off date, -etc-.). ------- - - --------- - - --------- - - --------- - - -------- - - -------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - -- — -- - -- — ----------------------------------------------------------------------------------- — 19- !Allow a fully reconciled payroll, labor and job activity information 1 Olf'captured - - - --------- and maintained within the application - - - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ L. -I -- — ------------------------------------------------------------------------------------------ 19- 1 Allow the tracking of labor metrics (includes project, job, 01.8 department). 119- Allow the real-time alerting of Immediate time and attendance 1019 I----- ___t.� J value/ rule violations including; - - - — - - --------- - - --------- - - --------- - - 119- 1 020 -Minor rule violation 19- ------- - - --------- - - --------- - - --------- - - --------- - - --- — -- — -- ------- - - ---- ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - 1021 -State rule violation ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... 5 . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ..... ,022 Local rule violation I 5 - - - --------- 19- - - - ------- - - --------- - - --------- - - --------- - - --------- - - --- . .. . .. .. . ... 023 ...... . No shows . . .Approaching............. ............................... .. ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... L. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 119 I. E4 Overtime . . .. . .. . .. . .. . .. . .. . .. . .. ___ 5 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagi e County Functional Requirements - Ultimate R esp onse.xi sx Page 84 19 - Time & Attendance Exhibill: G - Page 103 119- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... Allow employees to punch in and out and make position changes . . ... '02S on-line. 19- Allow on-line edits to daily timesheets by employee and by --------------------------------- 1 ___7 026 authorized users. S 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ;Allow real time access to activities and related costing _17- - -- --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- __7 S T 1027 information. I I -- - - --------- - - -------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - Allow the validation of absence codes against associated leave - -------..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- '029balances. 119- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ Allow for absence tracking with year at a glance scoring and — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 029 analysis.S — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 19- : Allow for the viewing employee attendance data for a given year. S :030 I 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- Allow employees to request time off, tracks status with dynamic ___T _ - --- - --- . . . ......... . . ......... . . . - --- - --- - --- - --------------- 5 T� e system will not prevent a request, but the manager will be -- ,031 validation against time off business rules. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... able to view what is "available" and decline the request' ...... . — -- ----- I 19- ........ 1 Allow for the employee to view their timesheet along with weekly: '032 ----------=-------------------------------------- 'hours and costs. - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -- — ----------------------------------------------------------------------------------- :19- :Allow for non-technical personnel to generate standard reports I I 033 via a web -based, wizard -style interface. 19- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - -- - -- 'Allow for scheduled reports to run automatically and be - ---------------------------------------------------------------------------------- Ij 034 distributed to specific users/distribution lists, via email or other 5 means of distribution. 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Allow for the building, modification and maintenance of custom . ...... --------- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — ---- 035 reports by non-technical employees. 19 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. ....... . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 'Allow for the report hours of worked/dollars earned by employee 036 ----------- by selected date range. ------------------------------------------------- - ------------------------------------- + 19- Allow the reporting employee leave balances totals. S 037 .. . . ......... 119- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ............. ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . :Allow for reports to be created by copying an existing report and . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... F, . . .. 038 i modifying it. 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Allow supervisors and managers users to generate timecard . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ;039-Jexception report 5 19- 4 ....... . . ......... . . ......... . . ......... . . ......... . . ...... I .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Allow for the routing of exception report results to supervisors. .. ....... . . .... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 1 5 --- 1040 19- 1 4_______ ------— -- — -- — -- — -- 1 Allow for business intelligence rules to be built su p porti n g 17--t -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 1041 ........ customer specific requests. . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. .. 19 042 Tracks FIVILA including intermittent leave. 5 19 - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - Report on FIVILA status include intermittent leave based on rules - 043 established. 19- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - Allow for user -defined time codes against which to track time - 044 that represent projects, grants, events, activity, etc., ensuring that the codes align with Eagle County Finance system (New World) General Ledger /job Ledger accounts t-7-1-1-1-1 ---- 1111 ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, --- - -- ------ - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- :19- 045 Allow for time codes and sub -codes to be assigned to select Funds, Departments, Cost Centers and / or other unit 5 1----------4......____......____.......____.......____ 19- ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... Allow Employees /authorized users to charge hours or allocate -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 046 percentage of time to defined codes and sub -codes, including a multi -code hierarchy, e.g. Location -Road -Equipment or Project - Activity ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... 19- Validate that the Employee is authorized to charge time to the 1047 'selected code/ sub -code based on the Employee's Department, cost center or other user -defined criteria ---— 1--- 9- -- Provide ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . an interface of General Ledger, Job Ledger and Cost -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 1049 Center codes, from New World to Timekeeping / Payroll, at least bi-weekly ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - - ------ - - --------- - - ---- 19- Maintain accurate linkage between Finance account codes, ,049 timekeeping and payroll codes ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - -------- 19- Validate time entries when allocated to financial Job Ledger 050 -- - - --------- 'codes, e.g. valid amount, authorized department, etc. - - --------- - - --------- - - --------- - - --------- - - --------- _ --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --- . .... . . ........................................................................................................................... .................................................. Eagle County Functional Requirements - Ultimate R esp onse.xi sx Page 85 19 - Time & Attendance Exhibit G - Page 104 .. . . ......... 119- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... !Allow global change capabilities to modify common elements for . . .. 1051 1 a group of Employee timesheets, e.g. cost center value or time 1 code — -- — -- — -- — -- — -- — -- --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 19-— 119- i Allow HR /authorized users to define standard 'work period',e.g. S 1052 1 work week, work month .. . . ......... 119- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... .. ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... 1 Allow authorized users to define and maintain position level work' Managers authorized users can maintain schedules in UltiPro 1 1053 1 period, e.g. work week Thursday to Wednesday or Monday to 5 Time Management. Sunday, etc. 19- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --- --------------------------------------- — --- — --- — --- — --- — --- — --- Allow employees / authorized user to record and update 054 Employee's standard work schedule, e.g. days of week, hours of i 5 I 'day . . . ......... . . ......... . . ......... . . .... .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- 119- !Support and validate multiple work periods for a department, e.g. i I 1055 'Sheriffs Office Employees - non-exempt personnel work period I 1 week- 7(k) exempt personnel work period = 2 weeks ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — 1 4- --- J 19- i Provide an automated interface to capture all (regardless of I 1056 'Status) Employee's time data from PC-based and / or external 5 ----------- electronic time clock devices --------------------------------------------------------------------------------------- -1 ---------------------------------------------------------------------------- — --- � — --- 19- iSupport and track multiple work categorizations and allow I I '057 'designation as compensable or not e.g. Sheriffs office Stand-by, Please provide additional information to ensure an accurate I On-call, Call -out, Unscheduled, Administrative, Compensatory, response. I Holiday Block, Break, Training, Travel ---- — 19- -- . . . ......... . . ......... . . ......... . . ......... . . ......... . . --....--... . . . . . . -.......-----------.......___a - - --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Allow Employees / authorized users to record and update time in 1058 and time out to the appropriate leave or time code, and allow for S multiple leave types and time codes to be charged for a given i day, rounding per county / department policies i ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 19- Allow Employees / authorized users to record and update total 1059 'hours worked per day to the appropriate time code and allow for 5 1 multiple time codes to be charged for a given day, rounding per county / department policies ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 1......-----i — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Allow Employees / authorized users to record and update total 060 leave hours per day, to the appropriate leave code, and allow for I S multiple leave types to be charged for a given day ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -.... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. ,19- T-_1 Allow HR users to designate an authorized user who will record 061 .. . . ......... :the Employee's time and leave requests. . . . ....... . . ......... . . ......... . . ....................................... . . .................. . ...... ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. '19- Allow Employees / authorized users to make online changes to i 062 timesheets until payroll is processed for the time period and re-- 5 route changes for approval 19- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 'Allow authorized department users to update an employee's :063 fund and / or cost center time allocations once submitted by the 3 employee for approval 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Allow Employees / authorized users to view current and previous 5 - - - - 064 :timesheets ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... .. . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . .... 'Allow Employees / authorized users to request Leave online an Employees can initiate paid time off requests, however, only :065 1 5/0 1 route to designated a pprover(s) Managers and Administrators can initiate leave requests ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ - - - - - - - - - - - - - — ----- -------------------------------------------------------------------------------------------------------- 19- g or :Allow Employees /authorized users to update pending 5 Managers and Administrators. 'Ubb approved Employee leave requests. L. ---------- 19- --------------------------------------------------------------------------------------- -I --------------------------------------------------------------------------------------- Allow Employees / authorized users to view Employee leave plan 067 balances, including Floating Holiday. S . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ----------------------------------------- 19- Allow Employees / authorized users to view pending, approved 068 S Managers and Administrators. historical Employee leave requests. �nd -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Support19- and track departmental position -level work time and S 069 --- — overtime categorizations -- oVt2M_I' ...... . . ......... . . ......... . . ... — -- — -- — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 19- Validate that hours worked computations comply with county NO and department policies, e.g. overtime is calculated based on 5 actual worked hours, does not include holiday, leave etc... - - - --------- - - -------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - Eagle County Functional Requirements - Ultimate R esp onse.xi sx Page 86 19 - Time & Attendance Exhibit G - Page 105 119- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . . .. 071 ;Validate leave deductions based on work shift, e.g. Sheriffs Office Employees - Five, 8.5 -hour shifts - a 42 hour workweek and i 'a 2 -week work period that is 94 hours long; leave time deducted not to exceed 9 total hours per workday, 40 hours per workweek or go hours per work period. e.g. Four, 10.5 -hour shifts - 42 hour work week, 2 -week work period that is 94 hours I ong. e.g. Seven, 12 -hour shifts - 2 week work period of 4 days on, 3 days off and 3 0 ;days on, 4day off, fora total of 7work days and 84 total hours worked; leave time deducted not to exceed 11 hours per day I I when the time taken occurs in the Employee's f4 -day workweek or not to exceed 12 hours per day when the time occurs in the 3 - day workweek. Total hours deducted over the Employee's two- week work period shall not exceed a total of go hours. 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 'Validate that an Employee's hours worked for the Sheriffs office i 072 in a second capacity, do not accrue toward overtime requirements of the Employee's prima ry job when the second job S does not involve the same type of services as the primary job and is on an occasional basis. I -i4 4'Validate ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... --- --- --- --- --- --- --- --- --- that Employees do not exceed maximum allowed— --- 073 accumulation of Comp Time in a user -defined period, e.g. Sheriff S s Office maximum of 80 hours 19 - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . ... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... Allow Leave plans to be configured based on multiple and varied . . ......... . . .. :074 user -defined criteria and accrual rates, e.g. number days, weeks, months, years; per fixed date, included hours, included earnings; S per pay period; lump sum accrual on an annual ba sis; Employee length of service, department, etc. 19- Allow multiple, and varied, leave types based on the organization in which the Employee works, e.g. vacation, sick, without pay, 1075 I Holiday (Sheriff), Premium Holiday (Sheriff), Event (Sheriff), 5 Personal, FIVILA, Short-term Disability, Jury duty, Suspension (Sheriff), injury, leave without pay, leave of absence etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Allow for leave balance nce a dju stments. by HR user. S 119- ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — :Allow leave requested/ used to exceed total available based on --- 1077' . ........ predefined amount with supervisor approval. . .. . . ......... . . ......... . . ......... . ................................. --- — --- — --- — --- — --- — --- — --- — --- — --- 19- 1 Allow authorized HR users to define department -level rules for 078 0 requesting leave, including lead time for requests ....... J . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . :Validate leave accruals and requests based on Employee FTE ----------- -19- -------------------------------------------------------------------------------------- -- — --- — -------------------------------------------------------------------------- Validate that leave recorded for Employees in their introductory 090 'period complies with county and department policies, e.g. can 0 1 This can be managed manually. i not request leave during first go days. 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . I ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... Allow for user -defined leave accrual rates and caps, e.g. 8 hours . . ......... . . .. 081 per month, FTE maximum vacation leave hours = 240; part time Employees' vacation cap is based on FTE percentage x 240 hours 5 (e.g. 50% Employees cap is 120 hours). 19- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — Validate that leave hours do not accrue an amount greater than 5 --- 092 accrual cap, including empl oyees who work mu Itiple jobs I 19- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . .. . .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... Validate that Employee leave accruals consider hours worked in a 083 pay period, e.g. do not accrue medical or vacation leave for non paid hours. 119- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... 'Support tracking and validation of maximum duration of leave . . ......... . . .. 084 types and combined leaves, i.e. FIVILA, Short-term Disability, Sick S etc. 4= . I ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 119- 1 Support year over year Leave accumulations and calendar -year 1085 1 resets based on leave type S 119- .. . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — When leave is recorded, perform real-time validation and 5 Via UltiPro Time Management. --- — ---- ,086messaging I...................... to user; do not allow entry of invalid / unearned leave ..................... . . . . ....... . . . . ....... . . . . ....... . . . . ....... . . . ........................................... . . ....... . . . . ....... . . . . ............................. ......... . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... I . . ......... . . .. I Eagle County Functional Requirements - Ultimate R esp onse.xi sx Page 87 19 - Time & Attendance Exhibit G - Page 106 119- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --, :Validate Leave requests against Official County holidays and ....... --.... ;...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ , ff 087 generate warning message if work time is entered for a County S Via UltiPro Time Management. E -- holiday' - - - ------------------------------------------ - - -- - - - - ----------------------------------------------------------------------- 19- Validate employee worked day before and after holiday or has S 'Via UltiPro Time Management. 088 paid leave before holiday pay is issued. ;19- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... --- 1 Allow authorized users to record and update leave of absence ...... --- ...;...---- ------- ------- ------- ....... 5 i089 --- ......... (LOA) information, e.g. begin and end dates, reason ---....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --: ....... ......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ 19- Allow authorized users to capture and maintain Leave without 5 090 pay, FMLA, and / or Short -Term Disability Hours used [ ; -......... 19- 091 ---....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --:....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- E ! Initiate termination of Short Term Disability benefits at the end of i0 ;Ultimate Software does not offer Leave Administration. er-defined e.g. six months from benefit start date _-- period, ......... __......... __......... __...... ..___......... __......... __......... __......... __...... ..___......... __......... __...... _ .....___.... ...___....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- 19- Validate that short-term Disability leave complies with county ` '092 and department policies, e.g. incorporate County Holiday hours; runs concurrently with FMLA Leave; allow Short-term Disability 0 Ultimate Software does not offer Leave Administration. leave to be used only after an Employee's accrued medical and vacation hours have been used. -s 1 19- _I __......... __......... __......... ___. _ Allow authorized users to record and update Employee leave - - - -------- ------- ------- ------- ------- ------- ------- ---- --- - - �3 information per FMLA (Family Med Leave Act) regulations ' including pro -rating for part-time Employees, e.g. hours needed S to qualify, number of hours allowed, hours worked for eligibility, select leave types used, and usage per the rolling 12 -months ' - maximum !...... - - - - - - - - - - ` - - - - ----------------------------------------------------------------------- ;19- 094 Validate that the Employee is eligible for FMLA Leave when leave is requested, e.g. must be employed at least 12 months and have S ; worked at least 1,250 hours during the 12 months preceding the € commencement of leave ........... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... ---.............. --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... 19 - Validate that FMLA leave computations and leave taken comply logs • with federal regulations and county and department policies, e.g. _ f [ total of 12 weeks in rolling 12 -month period; FMLA runs 5 Via UltiPro Business Intelligence reporting tools. ] concurrently with paid or unpaid leave that cover qualified FMLA d ----------- ;occurrence -------------------------------------------------------------------------------------- ---------------------------------------------------------------------------- �{ 19- Validate that Worker's Comp time computations comply with [ ] 096 County and department policies, e.g. FMLA leave will run 5 1i concurrently with on-the-job injury leave for eligible Employees ......... 19- _;..................... ............. ............. ............. ............. ............. ............. ............. ............. ............. ............ ............... .....i 'Allow HR / authorized users to designate a normal work day as a ....... ........ ....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- --------{ I [ :097 County -approved closure due to weather or other emergency I condition '- ` 19- Validate that Vacation, holidays and medical leave continue to - �5 T 098 --.......---.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......-- accrue while Employees are on Parental Leave ...... { 119- 099 ----.......---; 'Validate that Funeral leave duration complies with county and 'departmental policies ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... € 0 ft Ultimate Software does not offer Leave Administration. [[ ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---•{ 19- Validate that leave for Employees who are members of the j 100 ;Armed Forces Reserves or National Guard complies with county ? I [ •: and department policies, e.g. accrue military paid leave for military duty; vacation time and medical leave continue to accrue i 5 This is managed manually. during military duty; apply paid leave hours cap; Vacation time and medical leave do not accrue when the reservist is on active €€ ' duty past the paid military leave maximum duration I E ` 19- - Provide for furlough processing based on authorized user --------- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- - T 1101 ; specification of start and end dates, by department, i.e. time off, S E no pay 19- ---------------------------------------------------------------------------- ...--- .....-------- Provide for Leave Sharing and Leave Pooling based on authorized ._..--- ._..--- ._..--- ._..--- ._..--- ._..--- ._..--- —--- —--- ----- ::102 user specification of department(s) and Leave accrual /usage 0 parameters ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --a ....... --.... i...--- ......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---t 19- 'Allow Employee to record Off-duty overtime hours only if5 Access to specific pay codes can be restricted by user -defined 103 i authorized, e.g. Sheriff or Coroner Employee ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... --......... --......... --......... -- ....... ; criteria. 19- Allow for termed Employees who return to work within a user- { [ 104 defined time period to continue to accrue medical and vacation S This is managed manually. benefits at the rate in effect at the time of the layoff, e.g. 13 weeks ....... __... ---_._..___......... __......... __......... __......... __......... __......... __......... __......... __......... __ ____......._---------- ------- ------- ------- ------- ------- ------- ------- ------- -------- __- Eagle County Functional Requirements - Ultimate Response.xlsx Page 88 19 - Time & Attendance Exhibi G - Page 107 ---......... ' 19- ] 105 --,....... --......... --......... --......... --......... --......... --......... --......... __......... __......... __......... --......... --......... --,....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... Automatically calculate Employee leave accrual per user -defined --......... _ , rules that may differ by Employee type, length of service, hire 'date, designated holiday and other criteria such as when the b 'Accruals can be configured to vary by type, length of service hire date. and Employee has paid time recorded for at least one-half of the working hours in the pay period. - 19- y..... --......... --- --------.......____.......____......--------.......____.......____.......____.......____.. Automatically calculate Employee's total hours per day and per --------------------------_______....._------------------------- S - ;106 ;pay period for each leave co type and time de ....____....____....____.......____.......____.......____... -----------------------------�-------�---------------------------------------------------------------------------- - 19- ;Automatically calculate employee Overtime earned based on S s 107 119- user -defined criteria W -- ------------------------------------------------------------------- ` ---------- !Approved leave should automatically update Employee's 108 ---......... timesheet and be editable per county policy by authorized users S --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... ---......... --......... --......... --......... --......... --........... --......... --......... ---.° 19- Allow authorized users to view and print Employees' leave 109 accrual rate for a user-specified time parameter, and other S Via UltiPro Business Intelligence reporting tools. :filtering criteria-------------------------------------------------------_.._.Y..____.------ --------- __ 19- Allow authorized users to view and print Employees' attendance = S = 110 'data for a user-specified date range and other filtering criteria. E 119- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... _ ....... _ Allow authorized users to view and print Employees' LWOP, - - - ---- ------- ------- ------- ------- ---- --- - - 111 :Short-term Disability and FMLA leave information, e.g. eligibility, ; S ;Via UltiPro Business Intelligence reporting tools. start and end dates, intermittent leave dates_ etc_ �_ �................................. E` J 19- 112 ! Allow authorized users to view and print outstanding Employees' requested and scheduled leave, by department, user -defined ° 5 !Via UltiPro Business Intelligence reporting tools. time period and other filtering criteria ....... 19- --......... --......... --......... --......... --......... ! Allow employee / authorized users to view and print Employees' -- ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... I --......... --- '113 Leave information, e.g. accrual rate, accrual cap, earned, used, adjustments, available hours by department and other filtering I S Via UltiPro Business Intelligence reporting tools. criteria ........ 19- ....... __......... __......... __......... __......... __......... _______------------------------.......____.......____.......___ Allow authorized users to view and print Employees' overtime __ _ ------------------------------------------------------------------------------- ' 114 ! hours recorded for a user-specified date range and other filtering I 5 E criteria [ 19 - ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... Allow authorized users to generate a report of Employees with --;....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ 115 pronounced outage patterns, e.g. every Friday, 5 days every s I Via UltiPro Business Intelligence reporting tools. E month, etc. and allow filtering by department, cost center, [` ' supervisor, project, job, etc. .. --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---.° 119- Allow authorized users to view and print a report of Employees' 1116 'hours of worked / dollars earned by, by selected date range and S other criteria. 3 - - -{ 19- Allow authorized users to view and print employ Timesheet 117 'information, e.g. Period end, cost center, employee count, S regular hour totals, overtime hour totals, etc. _ 'Allow 19- authorized users to view and print a listing of Employee 118 timesheets not submitted and / or not approved by selected date S I E __.......___1......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____......._ range and other criteria. I 1 __..'___.......____.......____.......____.......____.......____.......____.......____.......____.......____.........____.......____....... .5 [ 19- Allow authorized HR users to maintain and publish a rolling 12- {` [ j 119 j month calendar of timesheet due dates to department contacts ......____.......____.......___ ......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __,....... __.... ,...___..... _--- ------- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- ------_ 19- Allow authorized HR users to maintain and publish annual list of i 5 ' 120 'Official County holidays 1 19- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __...... Allow authorized users to define leave request and timesheet ...___....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ---- --- ------- [ 121 approval workflow, including primary and secondary approvers, I 5/0 ! multiple approvers, timing and routing instructions E € ] 1119- 122 ...... z......... ! Allow authorized users to set-up email reminders to employees 5 1 Via UltiPro Business Intelligence Event Studio. - ......... --- f €€ t----.......---4 1.19- that timesheets are due ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --a ....... --.... ;...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... 'Allow authorized users to set-up alerts and thresholds for E --......... --- t 123 ! monitoring leave, overtime etc. F. 19- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... ---------- Allow Employees to be paid without timesheet approval by HR ----... __....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ---- 5 --- --------{ [ 1124 override - ------------------------------------------------------------------ - ---- Automatically leave timesheet i ---------- 119- notify approver when a request or ; 5 ; _ 125 -------------------------------------- is submitted for approval --------- ----------- ----------- -----.-.____.-.-.-.____.-.-.-.___--------- ------- .. ...................................................................................... --- 19- Generate reminder notifications to approvers who have 5 Via UltiPro Business Intelligence Event Studio. 126 unapproved leave requests or timesheet pending review Eagle County Functional Requirements - Ultimate Response.xlsx Page 89 19 - Time & Attendance Exhibit G - Page 108 ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --,....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ? 19- Enable recording and tracking of unpaid lunch break time for ff 127 non-exempt Employees, e.g. may record lunch in and out time or S Via UltiPro Business Intelligence Event Studio. E lunch total time taken ` 119- low past, current or future -dated effective date of Employee 5 128 Time Records and leave requests Eagle County Functional Requirements - Ultimate Response.xlsx Page 90 19 - Time & Attendance Exhibit G - Page 1D9 ............................................................................................................................................................................................................................................................................................................................. 20 - Benefits — -- — -- — -- — -- — -- — -- — -- — -- — -- I — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — Vendor Response --- — -- ------------------------------ -- — -------------------------------------- Item# Requirement . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . I Cod 1 i 1 e 1 Comments I - — -- — -- — -- — -- — -- — --- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- --- .. . ......... . . ......... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . 20-j 001 . ....... . . ......... . . ......... . . ......... . . ......... . . . . . . . ....... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . .._- ...20- j The cost and complexity of integrating third -party benefits providers with other human capital management (HCM) systems often prevents companies from being able to offer the best possible benefits to their employees. Ultimate Software believes technology should help organizations put their people first and provides an "open platform" to quickly, easily, and securely share accurate people -centric data with other systems and providers in your network. UltiPro Carrier Network is a centralized integration hub for managing data exchange with third -party benefits providers. I Delivered as part of Ultimate's core HCM solution, the UltiPro Carrier Network connects you to the most commonly used benefits providers in the marketplace, giving you control to pick and choose the best possible benefits plans and to change those choices over time without having to rely on technical assistance. 1 Describe the integration between benefits and payroll. The UltiPro Carrier Network also provides sophisticated validation i and monitoring capabilities to assure HCM data is delivered accurately and securely to its intended destination. Achieve HIPAA 934 validation Gain confidence with go+ data quality checks Process summary and error reports i - Manage success and failure notifications - Enjoy end-to-end file monitoring - Save time with rapid deployment - Let Ultimate's solution experts manage all support and maintenance i See attached UltiPro Integration Services Product Profile for more information on these integration tools. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 120-1 I1 benefits 1002 Customers can tailor UltiPro Benefits to match the of your organization. UltiPro provides configuration and i administration of all health and welfare plans including S125, Ideferred compensation, the Affordable Care Act, and all !voluntary and optional benefit programs. Our solution eliminates the need for duplicate rules, duplicate How does your system handle benefits administration? i data entry, and reconciliation reporting because details for deductions and benefit plans are stored in one common table. including rules for coverage, premium and employer match calculations, and eligibility and participation determination. In addition, deduction benefit groups enable assigning these deductions to employees, making the transition of new employees much less of an administrative task. UltiPro also 1 allows your employees to check their benefit options and coverage levels online. 20- — --- U timate Software ha s th e a bility to create and send secure, 003 electronic files to your third party benefit providers based on i Explain how your system facilitates reporting to third party their file specifications and transmission timing. Your vendors such as benefit providers. organization will have the ability to elect electronic files being created for some, or all of your third party providers as well as automating the process of sending the file directly. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... — --- — --- . . . ......... . . ......... . . . — --- — --- — --- — --- i 20- ~ Does the benefit data automatically populate in payroll? is it rea F 5 I Real-time 004 time or a batch process? Eagle County Functional Requirements - Ultimate R esp onseA sx Page 91 20 - Benefits Exhibit G - Page 110 ---......... ' 20 1 005 --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --, ....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --... :Yes, UltiPro will track injury reports and the details associated Does your system have a module to maintain Worker's with them with reporting capabilities. While Ultimate Software •: Compensation Claims, Costs, tracking lost time, restrictions, legal does not offer a claims tracking module, an indicator for tracking reporting requirements, regular reporting, etc.? Does the system 5 [ ; claims that have been filed is available. This information could be s allow for tracking of all notes, conversations, etc.? exported to a third party administrator or to a third party ____.......___......___ ......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ I software product. I ....... ----------_..____.......____........--- ---- --- - --- 20- 006 ! Does the system allow for tracking of all notes, conversations, etc.? j......................j...... ......_____---------_........ ............. ............. ............. ............. ............. ............. ............. ............. ............. .....;..._.___�......... ......... ............. ............. ............. ............. ............. ............. ............. ............. ............... ............. ............. ....� 20 There are many transactions where an employee or manager will 007 How do you support electronic signatures? have a "finish" or "save" button. When dictated by compliance, .......--- ......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --LJ...--- the system will give the user a second verification. ......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- 20- Systems supports benefits eligibility functionality (including 5 008 waivers). ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... -- .....5 .... .... --......... --......... --......... --......... --......... --......... --......... ---......................----.........----.......----.......---- •: 20- System supports all Statutory Benefits reporting (including W2, 009 HIPAA Cert, COBRA Notice, etc.) '` 20 ?System supports the collection of dependent information (e.$. --------- ------- ------- ------- ------- ------- ---- --- ------- ---- --- ---- --- ------- �S T 010 dependent name, SS#, birth date etc.) - - ------------------------------------------------------------------------------- 20 ?System can communicate current benefit selections directly with o S ; 'Oil --------=--------------------...------------------------ 'benefit carriers or .csv files, etc. ...._..__—---------_- €' E �__...._........................................_..___.._..___.._..___.._..___.._..___.._..___.._..___ J 20 012 'System can automatically calculate dependent age and eligibility i......----.......----.....................................----.......----.......----.......----.......----.......----.......----.......----.......--- 5 .....5 _... ... 20- :System automatically updates benefit data based on date E 013 '----....... ---; changes, salary changes and/or eligibility changes ...... ----....... ----.................................................... ----....... ----....... ----....... ----....... ---- ....... ---- ....... ---- ....... --- I E .....---......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... 20- System allows for calculations of Premiums within the benefits 5 014 module in wage bands. -.... --- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- 20- All EE records can be maintained on system (not just benefit I i S 015 eligible) If additional charge- disclose. [ 20- ....... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ _ ......... _ ! Include part-time work period when determining start of _.4....... _ _ .... ;... _ _ _....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- --------{ 5 016 eligibility for health and welfare benefits for a full time employee. ._..--- ._..--- ._..--- ._..--- ._..--- ._..--- ._..--- ._._.---- __20 2G- 1----------------------------------------------------------------------------------------- 'System sends form/letter/email to Employee for notification of ,System 017 eligibility for benefits/401k due to change in job, status or family S situation. 20 Provide data to support discrimination testing ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... 5 Via UltiPro Business Intelligence reporting tools. 018 20- Has an area for EE communications and other documentation _----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- [` S 019 such as SPD's etc. �----......... __......... __......... ----------------------------------------------------------- - } ----- --- ---- --- ---- --- --------{ l 20- 020 Maintains arrears repayment information when EE wages are not enough to cover benefit deductions. Notify admin when it is time I S ' Notifications can be configured in UltiPro Business Intelligence Event Studio. j for termination of benefits. ----.-.-.-.-----'-'-'----'-'-'-'----'-'-'-'----'-'-'-'----'-'-'-.----.-.-.-.----.-.-.-.----'-'r 20- ...........-............-............-. -- Your organization can automate the deductions going to arrears. 021 Facilitate either through automation or reporting billing of j S j When the employee returns, you will have the ability to f benefits while on leave. E I coordinate a payback plan with the employees. [ 20 -......... --......... --......... --......... --......... --......... --......... -- Trigger notification of COCQBRA and allow for of EDI to - .... Ultimate Software also has the ability to transmit COBRA data to p22 , passing COBRA provider. S your third party COBRA administrator to create an easy and I - .--•------------------------------------------------------------------- - - efficient process while ensuring compliance. Y------- - ---------- 2o- ble) Provide Confirmation Statements (online or printa 5 [ 023 --- -------i 20- ....... __......... __......... __.... ____....____..._--________......._-__.......____.......___---- _--- - Can support Self Bill and reports to assist with reconciliation of5 _------- ------- ____--- ____--- ------- ------- ------- ------- ---- --- - --- Via UltiPro Business Intelligence tools. 024 ---------- 20 List Bill and Self Bill -------------------------------------------------------------------------------------------- for for reporting I-- for ;Determine company match retirement plans and allow ; UltiPro can calculate employer match retirement plans; 025 remittance to provider within 3 business days.S however, we do not move the funds to the provider. 20- - Stop deductions for benefits tied to maximums/goals such as FSA ---- - ----- - ' [ 026 and retirement plans when limit is reached, same with loan S t 'repayments (may be performed in payroll) ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... --......... -- € ....... ------......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- € 20 Wellness functionality i.e. HRA, Smoking Surcharge ability, S = 027 premium discounts etc. ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __... - - - -------- ------- ------- ------- ------- ------- ------- ------ - - 20- 'Allow separate termination reasons (internal and external) for S Termination reasons can be configured. 028 ____.......___,....... Unemployment Claims __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __... --w -------_......._----...___......... __......... __......... __......... __......... __...... ---- ------- ------- -------- ---� 20- System can create and maintain a family leave calendar for 0 _ ' 029 ' attendance & tracking purposes Eagle County Functional Requirements - Ultimate Response.xlsx Page 92 20 - Benefits Exhibi G - Page 111 20- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... If system allows creation and maintenance of family leave --,....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ , ` 030 calendars, these calendars can track sick pay integration & 0 ' ! intermittent FMLA usage ' 20- 031 UltiPro is a fully integrated solution; however, while UltiPro is not I Provides total integration between benefits and payroll including S integrated with outside vendors, we can provide a file for any ;other payroll vendors. bird party benefit provider able to accept files 20 ! Maintain calculations and limits in compliance with federal _ 032 - legislation. 1------ --------- ----------- ----------- ----------- ----------- ----------- ----------- ___.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.__. E �............................................................................ --- J 20- Assigns different benefit packages to different groups of S 1033 - ? employees based on eligibility rules. -.......____.......____.......____.......____.......____. _ - - - - - - - - - - ----------------------------------------------------------------------- 20- y Establishes benefit/deduction plans with multiple types and S 034 ; options. 20-�----- ---------------------------------------------------------- ----------------------------------------------------- 035 ; Supports effective dated: ; 036 - Benefit deduction plans I 5 �� 37 -Employee benefit deduction plan enrollment 5 20 y ..... ... ........ ........ ........ ........ ........ ........ ........ ........ ........ ......... � 03$ - Employer benefit deduction plan enrollment ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... 5 _.;...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ --;......5. •:20 Updates benefit/deduction plans based on employee status !039 ;change. ....._--_______......... __......... __......... __......... _ I ; - - - ----------------------------------------------------------------------- 20 ; Tracks "waived" benefit/d ed uction plans. S .040 - - - - - -- - - - - ----------------------------------------------------------------------- 20- Assigns a rate schedule to apply new rates with future effective S ; (Al dates for the new plan year. i 20- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __...... _ Without writing a separate program, automatically updates Y - - - - ---------- ------- ------- ------- ------- ------- ------- ------- ------- - S 042 premiums for age salary driven benefit calculations. --......... --......... ......... --......... -- ... ......... ---......-......... _......---......... --......... --......... --;....... ---..;...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ 4 ,....... Automaticallyenrolls employees in required [_ 5 [ 20- Automatically cancels specified employee benefits upon 5 i ;044 termination. 20- 045 Allows benefit costs to be set up for the new year while continuing processing for the current year. 5 � _ ___ ......... 20- __........ __......... __......... __......... __......... __......... __......... __......... __...... ..___......... __......... __......... __--- Tracks and maintains information for dependents and , - --------------------------------------------------------------------------------- S 046 ------ l beneficiaries. - ....... _ -------------------------------------------------------------------Y - - - - ----------------------------------------------------------------------- 20- 047 3 Calculates imputed income. [ 5 [ 20 Tracks and reports workers' compensation claims. 5 Via the OSHA reporting feature. :048 , 1 zo ..._......_ --.... -......... --........... --......... --......... --- ] D49 � Ultimate Software offers several options to help you seamlessly [` ] exchange data with UltiPro and other business solutions. By [ j j ? leveraging UltiPro's Integration Services, your organization can € 1 1 access and utilize your people data within UltiPro in the way that [_ Facilitates reporting to third -party vendors such as benefit suits your unique business needs via connections that are simple providers. i 4 to deploy and manage as well as accurate, secure, and configurable. Please provide your detailed integration needs with 1 1 your Business Development Manager and your Solution Expert. E €I 1 Please see the attached UltiPro Integration Services Product 1 ; Profile for more information. [ -.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.___ --------------------------------------------------------------------------------------- 20- ' Provides one screen that shows employee data ("benefits -at -a- S ; 050glance" - - j, without having to scroll through multiple scree ns. ......____.......____......____.......____.......____.......____.......____.......____.......____.......____.......____. - -- U ---------- ------- ------- ------- ------- ------- ------- ------- ------- ------- -------- ' 20- 1051 :Defines and maintains benefit/deductions for the employee and S employer - 20. - - - - - ] Includes automated schedules for benefits deductions. - - i - - ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- -------- 5 [ ;052 ------- ----------- ----------- --- ..T ...... .............. .. F .....�,w-............-... --- -- -- - - --------- - - --------- - - ----------- - - ---- 20 2G- Supports Supports benefit/deduction goals and limits. ? 5 !053 ...... �...... ---....... ---....................................................................................................................................................---.......- 20- ;Supports "catch up" contributions on deferred compensation 054...plans.:...---......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---.1 Eagle County Functional Requirements - Ultimate Response.xlsx Page 93 20 - Benefits Exhibill: G - Page 112 .. . . ......... 120- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Recovers benefit deduction amounts th at have been put into 055 arrears. 20 2G- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... -------------------------- - --------------- Supports Supports multiple arrear types. S :056 - ------ 20- - - ------- - - --------- - - --------- - - — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1Includes defined start and stop d ate s for benefit deduction. S o57 20 058 : Processes one-time ben efit/deductions. 5 I......----... . . . ......... i 20- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Restricts participants from receiving more than the annual limit 'for 059 retirement plans including 401(a) and 457(b). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... 2G - 'Includes pre-tax and post -tax ben L-fits/deductions. 060S ------------------------------------------------------------------------------------------ I — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 20- Supports a designated default amount for each deduction code. S oEii .. . . ......... '- 20 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- __7 'Supports multiple types of life insurance, long term disability, and :062 .. . . ......... short term disability. i . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... — 2G - 063 :Supports flexible spending accounts (FSA). 02G - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Display flexible spending account information such as: 64 2G- - --------- - - --------- - - - - - ------ - - --------- - - --------- - - --------- - - --------- - - --------------- ': 065 Plan information S ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 2G- 1 Ultimate Software is not an FSA administrator, but information i 066 -Balance of funds in account Is) 0 : can be sent via file feed to your FSA Administration Vendor. ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- "I'll, ---- .___ ....... . . .... I .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. -History of transactions for reimbursements 1 S 1 If paid from Payroll. jj�7 . . . . ......... . . ......... . . ......... . . ......... . . . . . . ......... . . ......... . . — -- — -- — -- — -- . . . ......... . . .... — --- — --- — --- — --- — --- — --- — --- — --- 20- J I Maintains updated FSA balance. 5 UltiPro will track deduction goal balances. . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .—. --- — -------------------------------------------{ --- 20- 1069 ' 1 Includes minimum check option for FSA. I 5 EY I- 20- --------------------------- - - - - - - - -------- — --- — --- — --- — --- — --- — --- — --- Allow for user -defined employee fringe benefit types, i.e. benefits 070 with cash value paid by the employer all or in part, e.g. health 1 S insurance, bus passes, work clothing or equipment, training & 120- conferences, etc. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Allow authorized HR users to define rate and / or Employee -paid 071 and employer -paid premium amounts for insurance plans. 120- 1072 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ...... Allow for benefit plan changes e.g. from Vacation / Sick leave to I I Paid -Time- -Off (PTO), Add Medical or Dental Plan, Standalone Vision, Extended illness bank (EIB), new or changed Premium 'Classifications (e.g. instead of Employee + children, may be EE + I I or EE + 2) 12G- ---------------------------------- 1 When a benefit plan changes, allow for processing of user - ser - i073 i073 defined conversion provisions, e.g. grandfathered provisions for select employee group, extended illness bank ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . ......... . . ......... . . ......... . . ......... . . ..... — --- — --- — --- — --- :2G- When a benefit plan changes, allow for processing of user - 074 defined conversion provisions, e.g. grandfathered provisions for I S -----. select employee group, extended illness bank ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ ...... ... . . ......... . . ......... . . . . . .... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. i ,20- i Allow authorized HR users to record Benefit Plan and premium 1075 changes with a past, current or future effective date, including I 5 annual calendar year Plan and premium updates . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 20- Allow authorized HR users to define variable and multiple annual 076 'carry-over and payout (e.g. annual and exit) provisions for each leave type 4 ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ....... ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 2G- 'Allow authorized HR users to define life insurance plan coverage 077 provisions, e.g. equal to one -and -one-half times the Employee's annual salary '20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........ For dependent life insurance, allow authorized HR users to record , 078 and update coverage limit amounts for spouse / partner and S !---- children groupings - — -- — -- — -- — -- — -- — --- -- - -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagle County Functional Requirements - Ultimate R esp onseA sx Page 94 20 - Benefits Exhibill: G - Page 113 .. . . ......... 120- 1079 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 1 For each of Basic Life and AD&D insurance, allow authorized HR 'users . . .. to record and update coverage amounts for Employee 'groupings ........... — 20 -For supplemental life insurance, allow authorized HR users to 090 record and update Employee premium amounts based on age S ranges and other insurance provider -defined criteria ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - ---- — --- _.»--- — --- — --- — --- — --- — --- — --- — --- — --- — --- - 20- For supplemental life'guaranteed issue', allow authorized HR 081it G d d 'users to record anupdate Guaranteed coverage m d limit d i I S I amounts for Employee, spouse / partner and children ....... . . ......... . . ......... . . ......... . . ......... . . ....................................... . . ......... . . ......... . . ......... . . ......... . . ......... . . !20- For Long -Term Disability, allow authorized HR users to record and 1082 'update a definition of eligible Employee, currently permanent I Employee working minimum of 30 hours per week 1-20- -T. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . .... .. ........ . . — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — Al--- -low authorized HR users to set-up multiple medical, dental and 11_083 S life insurance pIans — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- :20- i Allow authorized HR users to specify health, dental and life 084 'insurance coverage availability for Employee, dependents and/ S ----------- or domestic partner . --------------------------------------------------------------------------------------------- . ... ... . ... . ... . ... . ... . ... . ... . ... . ... f + 20- :Allow authorized HR users to define criteria for benefits payment '085 'of employees on military duty, e.g. for reservists who have been involuntarily called to federal active service (Title 10), the County will the entire for health an d dental insurance for Benefit Administrators will have the ability to maintain and pay premium Supdate employee and dependents, if dependent coverage is in effect at company and employee level benefits. the time of the involuntary call up, for up to 24 months and will 'pay entire premium for life and long-term disability insurance for . . . . : the employee for a maximum of 4 months . . ........ . . ......... . . ......... . . ......... . . ......... . . ...... - -- - -- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- i 20- :Allow authorized HR users to define criteria for benefits payment S 086 . . . ......... . . of employees on unpaid Leave ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....................................... . . ....... .. — --- — --- — --- — --- — --- — --- :20- . :Allow authorized HR users to define criteria for benefits payment 1 087 of employees on paid leave, e.g. continued benefit payments and I S deductions during leave. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... .... ... 20- : :Allow authorized HR users to define retirement plan contribution i 088 amounts / rates and eligibility start date 20 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - 'Allow authorized HR users to define Short-term disability plan 089 provisions, e.g. paid med leave for eligible Employees after all 0 accrued leave time is exhausted, request must be approved by provider by the 15th of t h e month to receive be n ef its th at month . . ......... I . ......... . . ......... . . ......... . . ......... I I .... . . . ......... . . ......... . . ......... . . ......... . I ......... . . ......... . . 20- For Short-term disability, allow authorized HR users/ Payroll users 090 'to record supplemental earnings, e.g. medical and personal ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 20 Allow authorized HR users to define Employee eligibility for 091 County benefit plans, e.g. full-time FTE working at least 40 hours per week, part-time FTE Employee if s/he works at least 50% time, Employee must work at least 30 hours per week to be eligible for long-term disability (LTD) insurance 2G - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - . ... . ... . ... . ... . ... . ... . ... . ... ;Allow authorized HR users to define benefit start dates for new 092 Employees, e.g. new Employees hired 16th - 31st are eligible the 'first day of the month following their hire date; new Employees S hired 1st -15th are eligible the first day of the month after their start month ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . 20 - 'When a new hire / rehire employee enrolls in benefits, 093 automatically calculate benefit eligibility start dates, including S ---------- 'dependents' eligibility start ------------------------------------------------------------------------ . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 2G - Automated FIVILA calculator that will provide authorized users 094 with information regarding eligibility and balance of FIVILA time S remaining, pulling from timesheet. ------------------------------- ----------------------------------------------------- - - 20- 20- 'Allow authorized HR users to define eligibility rules for Short-term' 095 disability benefit, e.g. periods of coverage, County policy criteria 0 UltiPro does not offer STD leave administration. (75% FTE minimum) ....... . . ......... . . ......... . . ........ ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... 20 Notify Payroll and HR users when an Employee's short-term 096 disability leave has reached user -defined threshold (e.g. up to 26 5 Via UltiP ro Business intelligence Event Studio. . . .. weeks) Eagle County Functional Requirements - Ultimate R esp onseA sx Page 95 20 - Benefits Exhibill: G - Page 114 i 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... Validate that while an Employee is on Federal or State voluntary i . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... I 097 active military duty, medical, dental, life, and long-term disability ' 'insurance continue. i 20- :Allow authorized HR users to define eligibility criteria for long- I 099 term disability (LTD) insurance, e.g. Employee must work at least i S 30 hours per week I ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — - - --------- - - --------- - - --------- - - ---+ — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 2G- i Validate Employee eligibility for LTD insurance benefit based on i I 099 user -defined criteria, e.g. 190 day waiting period based on S benefits start date 20 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . . When an Employee is enrolling in benefits, validate the Employee 100 'information and benefit selections against the Benefit Plan definitions recorded by HR and disallow non-compliant information 2G- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . .. ....... . . .. I . . . ......... . . ......... . . ......... . . ......... . . ......... 1 1 Allow Employees to enroll in benefits that are before tax (125 . . ......... . . ......... . . ......... . . . . . . ........... . . ......... . . ......... . . ..I 1 101 plan), after tax, and / or domestic partner after tax treatment of premiums 120- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .... . . ......... . . ......... Allow Employees / authorized users to record Benefit enrollment 5 Via UltiPro Life Events. . . ......... . . ......... . . ......... . . ......... . . ... I 102 information with a past, current or future effective date ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 20 - Allow new hire Employees / Authorized Users to record benefit 103 enrollment information only up until 30 days after benefit start S I date 2G- ...... . . . . . . . ...... --------------------------- — --- — --- — --- All employee/ authorized users benefit enrollment/ coverage — --- — --- — --- — --- — --- — --- — --- 104 changes made outside of a defined open enrollment need to be S I I approved by HR user. 2G- : ------- - - --------- - - --------- - - ------ — --- — --- — --- — --- Validate that intra -year Employee benefit enrollment change is — --- — --- — --- — --- — --- — --- 105 recorded within a user -defined time period or generate a 5 message that Employee must wait until next open enrollment period, e.g. 30 days of a Qualifying Event date I I ----------- 20- -------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------- lyes, employees can record retirement plan elections. if specified 106 :Allow Employees to record retirement plan election e.g. 401A 5 j levels are required, this levels 396,496,96596, 696 can be accomplished with separate plans with specified :that include limits. 20- 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... .... . . ......... . . . — --- — --- Allow Employee to enroll in 457B, both pre-tax and Roth options ----------------------- -------------------------------------------{ ,107 and specify contribution amount, as a percentage or dollar j 5 amount, not to exceed annual limit defined by HR 20� ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... . Allow Employee authorized user to record unlimited 108 ............................................................................................................................................................. dependents and or beneficiaries 120- ':Allow Employees to record Domestic Partners as a dependent 109 'when electing healthcare benefits and deduct the appropriate I premiums after-tax 1- l"-- --ll III -.-----4 . . . ......... . . ......... . . ......... . . ......... . . ......... I --ll Idesignated` ---1 IEmployees-l,I Ill---AuthorizedIll---- IUsers 1AllowI . . ......... . . ......... . . ......... . . ......... . . ........... . . — --- — --- 2--0- tI ochangeIII 110 beneficiaries for selected plans (e.g. life insurance, retirement) at 5 any time 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. ....... . . .... .... . . ......... . . . — --- — --- — --- 'Allow Employees to enroll in Basic Life AD & D, Dependent Life — --- — --- — --- — --- — --- — --- — --- 111 ------- and / or Supplemental Life insurance plans ----------------------------------------------------------------------------------------------- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- ,2G- 'For supplemental life, allow Employees /Authorized Users to 112 drop or add coverage any time throughoutthe plan year after the S benefit start date, based on eligibility criteria. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 20- Allow Employees to enroll in Medical and /or Dental Plans and 5 113 'select from multiple choices ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 20- Allow Employees to enroll in Vision benefit separately or included 114 with Medical, based on vendor's Plan ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- 2G- 'Allow Employees to enroll in payroll deduction for pre -defined 115 non -profits, e.g. United Way, Community Share, etc. 20- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --- ---- - - --------- - - --------- - - Calculate the planned FIVILA and / or Short-term Disability leave - ilEi 5 duration, based on expected end and expected start dates. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - .. . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... . ... 20- Validate that for Short-term disability, an Employee is allowed a 117 user -defined maximum term, e.g. 26 weeks within a calendar S period --............" 20. ---'-u ', __`, ---'____' ,---, ,--- -----'",____",''- --, -_,__`,FT___I_____ — --- — --- — --- ;Allow authorized HR users to view and print Employees' Benefit — --- — --- — --- — --- — --- — --- — --- Enrollment information ...... . . . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- Eagi e County Functional Requirements - Ultimate R esp onseA sx Page 96 20 - Benefits E'adiibi G - Page 115 120- 119 -,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --,....... Allow Employees/ authorized users to record and update benefit --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... enrollment information at new hire, annually during open enrollment, and intra -year with pre -defined qualifying event, e.g. 5 add dependent, remove dependent, marital status change, I address change, loss of other insurance coverage - 20- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __..... .._ - - Allow Employees /Authorized Users to view benefit plan and - - - - -------------------------------------------------------------------- S 120 - coverage options, e.g. Health, Dental, Life - - - - - - - - - - ----------------------------------------------------------------------- 20- Allow Employees /Authorized Users to view benefit information 121 including: current elections, employer contributions, beneficiaries and dependents, leave accruals and balances, available benefits •: and plans, benefit and plan Employee costs, total rewards statement 20 s...... ....... iAllow Employees Authorized Users to do'what if' benefit ___.....___....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- - 122 scenarios which includes specifying a benefits election and S viewing the resultant payroll deductions ' ' __ ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... - ; Ultimate Software offers several options to help you seamlessly s 123 exchange data with UltiPro and other business solutions. By leveraging UltiPro's Integration Services, your organization can access and utilize your people data within UltiPro in the way that Enable electronic interfaces with benefit vendors to transmitsuits your unique business needs via connections that are simple Employee benefit enrollment and change information. S�4 ;to deploy and manage as well as accurate, secure, and 'Automaticallytransmit configurable. Please provide your detailed integration needs with your Business Development Manager and your Solution Expert. ff ' Please see the attached UltiPro Integration Services Product Profile for more information. ' j_ „......... ___.-....................»...------------------------------ -------- I.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.____.-.-.-.-.____.-.-.-.____.-.-. 124 Ultimate Software offers several options to help you seamlessly s exchange data with UltiPro and other business solutions. By leveraging UltiPro's Integration Services, your organization can access and utilize your people data within UltiPro in the way that Enable electronic interfaces with Life Insurance vendor(s) for j suits your unique business needs via connections that are simple E notification of death and premium payment 5 , to deploy and manage as well as accurate, secure, and [ configurable. Please provide your detailed integration needs with your Business Development Manager and your Solution Expert. € I Please see the attached UltiPro Integration Services Product [[E 1 1 Profile for more information. [ 20 i..._.__ .. ......... ............. ............. ............. ............. ............. ............. ............. ............. ............. ............. __......... __.i......_--- Automatically cancel Employee benefits upon termination, ------------------------------------------ -{ 5 [ 125 generating appropriate benefit vendor notifications / data files. € ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __:......___ _ _ _ _ _ _ _ _ ` ----------------- _-- 20- 126 Allow for email notifications to pre -defined individual and group email box(es) when Benefits are added or changed 5 'Via UltiPro Business Intelligence Event Studio. 20- ------------------------------------------------------------------------------------------ :Automatically notify designated HR users when Employee I E __--------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ------------- ----------- ----------- __ S Via UltiPro Business Intelligence Event Studio. 127 - submits Qualifying Event information --------------------------------------------------------------------------------------» .. ....-. 20- Allow authorized HR users to define and administer a voluntary 0 128 Short-term Disability Plan [ µ -------------------------------------------------------------------------- .20 -Self service benefits enrollment to include ability to electronically ? 129 'sign required acknowledgements, system to send enrollment I I I 5/0 reminder emai Is, post enrollment information i.e. SPD's etc. to be 1 I [ sent out of system via email to employee I i---- —__—______..__—__—__—__------------------------ ---- --- ------- ------- —--- —--- —--- —--- —--- —--- —___�---� open Enrollment jCod j Comments 1 1 Ee I 20- ^^ With UltiPro Benefits Enrollment, your organization will be able 130 •: Describe the system capabilities for online benefits enrollment (e. to reduce hours of paperwork and decrease costs associated with g., eligibility rules, tenure or grade level based premiums, plan the enrollment process. Employees can review their benefit dates. ] ). choices and make selections on the web from anywhere Benefits administrators enjoy easy web setup and tools to monitor enrollment progress. Eagle County Functional Requirements - Ultimate Response.xlsx Page 97 20 - Benefits Exhibi G - Page 116 ---......... 120- 131 --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... - ......---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --... UltiPro Benefits Enrollment makes it easy for employees to understand what their options are so they can independently make the hest choices for themselves and their families, with less reliance on HR. By automating the open enrollment process, UltiPro also minimizes paperwork; helps decrease costs, and increases efficiencies. Employees can: 'Describe how your self-service solution can be used to guide -Vim current benefits and related information • Compare current benefits to new plans, including costs of each employees through benefits enrollment. . Visit web sites for additional information on plan providers ` • Review, elect, and submit benefits choices quickly and easily • Waive or decline benefits from anywhere via the UltiPro portal • Save "in progress" enrollments and return later to modify choices > • Make ongoing changes during open enrollment — even — even [ i j after submitting — due to a correction, changed mind, etc. - ----------------------------------------------------------- 1 132 UltiPro Benefits Enrollment can be configured to match the benefits that you offer employees, set up and administer benefits ' plans, and enable employees to easily check benefits options and coverage all in one unified solution. Benefit Administrators ? • Create rules for coverage, premium, and employer match What tools do you have available for benefit administrators to ; computations •: monitor and provide a smooth enrollment process for the • Manage premium calculations and accurately take deductions company and its employees? • Monitor taxation wage accumulation and withholding requirements Receive step-by-step guidance embedded throughout the solution • Determine eligibility and participation • Eliminate the need for duplicate data entry a a L __. 2G- Is workflow associated with benefit enrollment and life event 5 133 - ,changes? ------- ----------- ----------- ----------- ----------- ------ .. ..........._.......------------------------- ------ ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ------------- --........ ........ 2G System provides next -year enrollment capability while in current S f 134 ;year. [ 13S -------------- ----------- ----------- ----------- ----------- ----------- __—__-------------- ----------- ----------- From a Web browser, employees can: -- — ` - 21 View current benefits and related information.S _ __m___.. --- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........___ 20 --Compare __ ` - - - - - --------------------------------------------------------------------------------------- current benefits to the new benefits may employees 5 1137 % choose to elect. I ----.......---Y....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... 20- - Compare the cost of current versus new benefits. 138 --i ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---• 5 2G- - Make benefit elections from a list of eligible benefits. .................................................................. 5 '139 ! 1 - Keep existing benefit elections with no changes. 5 20- --------------------------------......................—------------- ........... — 141 - Modify existing benefit elections. 5 _.. - - 2o- 142 , - Make new benefit elections to replace existing benefits. -------------------------------------------------------- - - - ; 5 €` ----------------------------------------------------------------------- 120- 1143 1 - Waive or decline benefits. .......___ ......... __......... __......... __......... __......... __......... __......... __......... __......... ___. S _ - _... __....... ---- ------- ------- ------- ------- ------- ------- ------ - - 2o- - Review, add, modify and remove dependents and beneficiaries. F. 144 ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... ___ 14S - Review benefits and summary description documents. 5 I 20 - Link to benefit plan provider Web sites for additional 146 information to help in making informed benefit and provider S choices. �..................... 2t} - Save "in progress" enrollments and then later return to modify ' 147 choices, make additional elections and complete the enrollment ° S ' process. i..._______-__-__-__-__-__-__-__-__-__-__ I ......._--- ......._--- ......._--- ......._--- ......._--- ......._--- ..... - ' Eagle County Functional Requirements - Ultimate Response.xlsx Page 98 20 - Benefits Exhibill: G - Page 117 . . . ......... 1120 148 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . - Make life event (e.g., baby, marriage) benefit changes. i .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... — --- — --- — --- — --- — --- — --- — --- — --- 20- -View Vie- and acknowledge required notices (i.e. electronic 1095c S IL49 consent, receipt of plan information electronically consent, etc.) 20- ........ . . . -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- iso ------------ 1, From a Web browser, au thorized HR users ca n: --- — - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - — - - --------- - - --------- - - ------ -- — --- — --- — --- — --- — --- — --- — --- ........................................_..___._r 2G - Describe benefit plans and include specific plan details. 5 4......----... .151.... ....... 20- . .. ...... include customized messages to employees on enrollment .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 152 pages, (e.g., new benefit notifications, additional instructions, deadlines for completion, disclaimer for those employees who decline a benefit). 20 - ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Specify the display order i n which each benefit it plan is viewed .. . . . ..... . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . 1153 1 by the employee. I I I i-20- — -- — -- . . . . . . . ...... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- identify required and optional activities that designate an active' ,154 :versus passive enrollment. ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . - — ---- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 2G- mit the number of dependents to the employee for each 155 benefit plan offered. 20- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - Limit the number of dependent relationships to the employee - ............................................................. S 156 for each benefit plan offered. 20- ------- - - --------- - - --------- - - --------- - - --------- - - --------- -- --------- - - ---- View the statuses of all enrollments. — — — — — — — — — — — — — — — — — --- — --- r" T S 157 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ..... — --- — --- -- — --- — --- — --- — --- — --- — --- — --- Drill into benefit groups and plans to check specific enrollment 1158 1 information such as a list of employees whose enrollments are I completed, in progress, or not yet started. 20 - -- - -- - -- - -- - -- - -- 7- T ------------------------------------------------------------ ------------------2222-- 5 159 I -Add or modify employee elections. 1 — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 20- 160 Send due date reminders using an integrated e-mail feature. 1 S .. . . ......... 20- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . use a "manage paperwork" feature to track requests for . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 161 additional information or paperwork (e.g., proof that a S dependent is enrolled in school, required Evidence of Insurability i form). ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . Create Internet links to benefit plan provider Web sites so . . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . . . ........... . . ......... . . ......... . . .. 162 employees can obtain additional details to help them make 'informed choices. ....... . . ......... . . ......... . I ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 120- - Attach enrollment worksheets for employees to use when . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... --- F. 163 making life event benefit changes. 4 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . 20- Report and track benefits -related information and activities as . ...... . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 1164 :they relate to new hires, benefit group changes, dependents, S Ii ----- session setup, employee elections, and terminations. ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 120- 165 1 1 1 Ultimate Software offers several options to help you seamlesslyJ exchange data with UltiPro and other business solutions. By leveraging UltiPro's integration Services, your organization can access and utilize your people data within UltiPro in the way that i Export employee enrollment data (e.g., 401(k) plan), to a ready- 1suits your unique business needs via connections that are simple i to send file that can be transmitted to appropriate plan providers S/4 to deploy and manage as well as accurate, secure, and or third party administrators prior to the plan effective date. configurable. Please provide your detailed integration needs with your Business Development Manager and your Solution Expert. Please see the attached UltiPro Integration Services Product Profile for more information. 2G - ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - i Supports default benefits which can be set u p for new hires. - ------ - - - — - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - lEiEi 1-2-2......._1 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ........2222._ .... 20- 167 'Supports unique enrollment dates for each benefit plan. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 20- 168 apability. Provides a next year en rollment capability_ ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .I......----... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 20- Provides ability to report life event (e.g., marriage) and allow 169 "eligible" changes to benefit elections. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .... . .. . . ......... . . ......... . . ......... . . ......... . . ......... . . — --- — --- — --- — --- — --- — --- — --- — --- Eagle County Functional Requirements - Ultimate R esp onseA sx Page 99 20 - Benefits Exhibill: G - Page 118 i 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Allows updates to dependent information for life events. . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 5 17o ---------- -----------__—__—__—__—__—__—__--------------------- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- We Events Cod Comments C — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- '2G- UltiPro's easy-to-use administration tools allow to set up an 171 you unlimited number of new life events; however, the following Please describe the life events that come standard without configurable templates are provided to get you started quickly- configuration. • New employee - Add or remove dependent(s) - Move residence or j ob tra nsfer marital status . . . ......... . . ........ . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . .. L...... . . .... ..- .. . . ......... . . ........ Change in . . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 20- Allows online enrollment form for associates to use when making ,172 'life -event benefit changes. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ... 20- :Supports life events processed through the associate self -serve 'function 1 S 173 of the system. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . 4 ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 2G - Provides online ability to make life event changes (marriage, birth 174 of a child, death, divorce). II I 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... -Automatically prompts "eligible" changes to benefit elections — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- t S 1175 when life event change made. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. . . . . ...... . . ......... . . ......... . . .... . . ..... — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 20- Allows update to dependent information for life events. 1 '176 20- ;......----.......----.......----,g .. . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Allows removina dependent. . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... 177 2G- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- Alerts the employer when a dependent is turning age 26 - -- --------------------------------------- — --------------------------- 5 Via UltiP ro Business Intelligence Event Studio. 178 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. '20 - 179 :Allows update address changes. : 5 --------------------------------------------------------------- — ---- - - --------- - - --------- - - --------- - - --- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - -- 2G- :Allows change in marital status. 5 iso ....... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- ___TC_W� Leave Administration -- - --- - --- - --- - - - - - - - --------- - - --------- - - ------ - --- - --- ----------------j Comments . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — -- — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 2G- Your organization will have the ability to configure the type of 181 How are leaves of absence identified and processed in the I leaves your organization offers and whether they are FMLA I related or not and is reportable. When an employee is on a leave system?, i.e. Personal Leave (PL) and Family and Medical leave Act (FMLA) of absence (paid or unpaid) you will have the ability to capture i dates, put deductions to arrears as well as suspend pay as ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... necessary. . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 20- -182 Each type of leave is coded as FMLA related or not. Each leave Explain how your system facilitates handling the provisions of the has a start and anticipated end dating capabilities. Each leave Family and Medical Leave Act (FIVILA).:type is reportable. 2G - STD can be handled in two different ways. if an employee is gone for the time frame assigned for STD, an alert can be triggered notifying your HR department the employee on FMLA is Explain how you coordinate and manage FMLA with STD :now eligible for those benefits. if an outside provider is used to manage and send those benefit payments, an electronic file could I imanagement. Describe in detail how the communication and be created based on the specifications of that provider for the workflow would operate. processing of those payments. if your company handles these j1 j payments in-house, the alert would be used by your HR department to set up those payments (using the appropriate i.— earnings codes) for payment on your regular payroll runs. 20- ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ Describe how the system maintains leave of absence history — ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - I I Leave dates and time used are captured through an accrual code 1,184 ji records, time/hours used, including multiple leaves in a 12 -month :which can be reported on and monitored through standard and period so time off does not exceed maximum time allowed. __.......___L. ad hoc reporting over a rolling 12 -month period. .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . ....... . . ......... . . . — --- — --- 20- Customers ustom ers can monitor workers' compensation and related 195 Describe how your system monitors workers' compensation and leaves of absence by leave type. Additional information is tracked ;the related leave of absence through the OSHA reporting feature — reports can be flagged as i iworkers' compensation related. I 120 — -- - - --------- ------------------------------------— ------------------------ - - ---- -------------------------------------------------------------------------------------- Your organization can automate the deductions going to arrears. 186 Describe the benefit premium collection process when associates When the employee returns, you will have the ability to ............... . are on leave without pay. . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ............... coordinate a payback plan with the employee. ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Eagle County Functional Requirements - Ultimate R esp onseA sx Page 100 20 - Benefits Exhibi G - Page 119 .---......... 120- --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... !How are leave associates notified about open enrollment and __. ....---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --... Because employees have access to the UltiPro user experience at 187 their benefit elections processed? all times, notices can be posted on any of the community pages. 20 ......_pp .____.......____....__.......___ ......... __......... ___... --- - - --..____.-.....____.......____.......--_- Su orts leave type s ... __......... __........ ___� S 188 2Q- ______ ......... __......... __......... __......... __......... ----------------......... __......... __......... __......... __... ----------------------------------------------------------------------- Supports maximum duration of leave types and combined leaves, 189 ................ 1 i.e. FM LA to PL, etc. ----....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... 5 o --_....... --.... I...--- ......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---' i 20- i Tracks due dates of Certification of Healthcare Provider Form by E 5 I 190 associate 1 i ............... 120- ---........ --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... i Tracks the approved date when the associate's leave of absence --t ....... --.... ...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --- ° 5 191 ! is expected to start. ......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......-- ..... _... .. •: 20 •: Tracks the approved date when the associate is expected to S 192 ! return from rhe leave. 20 Tracks reports FM LA time taken. �S T ,193 — and cumulative - ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- 20- Maintains leave of absence history. 194 m - --------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- 2Q- Calculates the planned duration, based on expected end and 5 195 expected start dates. i 20- Supports workflow approval processes for leave requests ------------------------------------ S/Q :Managers can submit leave requests. ;1% initiated by associates or managers. 1------------------------------------------------------------------------------------------ ----------------------------------------------------------------- ........................... 2t}- Displays warning message during pay processing if time entered 5 197 exceeds the leave balance. Pald Time Off (PTO, Vacation, Personal, Sick) - - �dT — Comments m___..__m___..__m___..__m___..__m___..__m___..__m___..__m___..__m___..__m___..__ .............................................................................................................. --- 120- Can employees request PTO on ESS? 5 1198 — 20- - - - ---------------------------------------------------------- Y - -...___......... __......... __......... __......... __......... __......... --......... __......... __......... __........... __......... __......... __ i Your organization can design any type of PTO plan that you 1i99 ] ! Describe how your system calculates accrued PTO. Can it handle ; require based on length of service, dollars earned and hours 1 limits 1 multiple types of "time off" accounts (i. e. PTO, VAC, Sick & worked. There are no to the number of plans that an Personal Day)? ' organization can set up and maintain. Your organization will determine the plan type and accrual methods. Each plan is based ' o your company's business rules. ' n ` ; 20- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... i PTO accruals and leave administration can be processed without -- - - ..._ i 5 [k 200 'rime and Attendance feature. !----.......--- 20- ....... --......... --......... --......... --......... --......... --......... --......... --......... _..........................................................__4......----......---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... ---•{ i PTO plans can be configured for a lump sum accrual on an annual E 201 basis. 5 [ '...... 20- ....... __......... __......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... -- --.......- PTO plans can be configured to accrue based on length of service 202 ; and user defined rates. ....... __......... __......... __......... __......... __... _..._--......... __......... __......... __......... __......... __......... __......... S _ _ __ -----------------------------------------_-- 20- PTO plans can be configured to accrue based on user -defined '203'frequencies: do- ---___.......................................................................................... 2Q4 -Per number of days 1 5 2G- _ 205 -Per number of weeks 5 20- 1206 i -Per number of months 5 E --.'.......---......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ -. 20 ;207 -Per number of years 5 ---.-.-.-.----.-.-.-.----.-.-.-.----.-.-.-.----.-.-.-.----.-.-.-.----.-.-.-.----.-.-.-.----.-.-.-.___..._._..__..._._..----- ._..___._..___._..___._..___._..___._..___._..___._..___._..___ ? 2G- 208 - Per fixed date - ---_._..___......... __......... __......... __......... __......... __......... __......... __......... ___. _... ; 5 ; €`€ ...----------------------------------------------------------------------------------f 204 - Per included hours 5 20 - _--------------------------------------------------------- - 1 Per included earnings --------------------------------------------------------------------------------- S 210 20-- _..... _ - - - _ _ ---- - ------------------------------------------------------------------- 1211 ----.......---1......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......--...... Per pay period S 20... 1212 -Per customer defined rules {{ s 5 E 20- i PTO plans can be configured to adhere to user -defined carryover 5 213 rules. 1714 1rt Suppos unlimited types of leave. S Eagle County Functional Requirements - Ultimate Response.xlsx Page 101 20 - Benefits Exhibill: G - Page 120 . . . ......... 120 1215 . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Maintains leave of absence history. . . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . ... 20 - Employees can view PTO/leave plan balances. S 216 . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 120- Em p loyee s can req ue st PTO/leave — S1 1217 1 I--- — 20 — -- — -- — -- — -- — -- — -- — -- — -- — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — - - 1218 can view PTO/leave plan balances. S 1 -Manager ------ - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - — -- — - ................................................ 20 Managers can view pending employee PTO/leave requests. 5 219 2G - 220 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. Manager can request PTOAeave. 15 20- ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ------ Workflow approval processes are included for PTO/leave S 221 requests initiated by employees or managers. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .. — -- — -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 2G- Allow authorized HR users to define leave accrual rates and 222 :maximum annual leave limits (accrual caps) -- - --- - ------ ------ Comments Flexible Spending Account (FSA) 2G- ..... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . — -- — -- — -- — -- — -- — Does your system support multiple FSA accounts/ HSAS? -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 1 5 1 223 . . . ......... 2G- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... How does you r system notify third party FSA vendors when a n . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... Information can be sent via a file feed to your FSA administrator. : 224 employee terminates? ;......_pp . .......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . . . .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 2G- 225 'Suorts associate enrollment. . . ---------- 2G- 4 --------------------------------------------------------------------------------- Enrolls associates in FSA/HSA plans through benefits open -------------------------------------------------------------- 1226 :20- enrollment. — -- — -- — -- — -- Maintains two open plan years so reimbursements can be paid S -4— — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- I !Ultimate Software is not a FSA Administrator; however, files can i 227 from one year, while beginning claims processing for the new 0 be sent to your FSA Administrator regarding enrollment and benefit year. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... contribution amounts. . . 2G- Restricts participants from receiving more than the annual '228 'contribution election limit for reimbursement accounts. ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- ------------------------ I - - - ------ - ---- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - 2G- i Allow authorized HR users to specify a maximum plan year 229 deduction limit for 125 Plan Dependent Care 20 ------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - Allow authorized HR users to specify a maximum plan year 230 1 deduction limit for 125 Plan Health Care . 20- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . -- ---- -- ---- 'Allow Employees / authorized users to enroll in 125 Plan - - -- --- - --- - --- - --- - --- - --- - --- - --- - --- - --- - --- -7 contributions for Health Care and for Dependent Care expenses 1231 before -tax benefit] e......____.......____.......____.......____....._ - - _.... _ -----------------------I...... 'Allow Employees /Authorized Users to enroll in direct deposit, -- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- T 232 check payment or Debit Card for 125 Plan service payments 5 Claim reimbursements 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ....... . . .... I .... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........... . . ......... . . ......... . . .. 'Allow Employees /Authorized Users to specify an annual 125 i 233 Plan contribution for Dependent Care and automatically calculate: S the biweekly before -tax deduction . . . ......... j 20- 20- . . . ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . .......... Allow Employees /Authorized Users to specify an annual 125 ------------------------------ - --------------------------------------------------- - - 1234 Plan Contribution for Health Care and automatically calculate the 1 5 biweekly before -tax deduction I 20- ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... Do not allow Employees / Authorized Users to submit a 125 Plan — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 235 'Dependent Care payroll deduction amount that exceeds the 5 maximum plan year deduction limit set by HR. ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ........--- ........--- ......... . . ......--- .... ...--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ........--- ..........--- ........--- ......... . . .. 120- 1236 Do not allow Employees / Authorized Users to submit a125 Plan Health Care payroll deduction amount that exceeds the S I maximum plan year deduction Iimit set by HR. J 20- Allow Employees /Authorized Users to specify the number of I I237 'month Vpay periods for which the 125 Plan contributions should I S/01 I be deducted from pay, e.g. 1 to 12 or 1 to 26 ....... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ......... . . ...... - ---- "I'll --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- — --- 20- 'Allow Employees /authorized HR users to record 125 Plan .----T 239 'Dependent Care and Health Care Claims and to submit the claims,' 0 Ultimate Software is not a FSA Administrator. with service receipt documents, to HR Benefits for review and --------- approval - - - ------- - - --------- - - - -HH-HH --------- - - --------- HH -HH -HH -HH - ------ - - --------- - - --------- - - --------- -- -- - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - --------- - - ----------- - - --------- - - --------- - - Eagle County Functional Requirements- Ultimate Response.xlsx Page 102 20 - Benefits Etdhibi G - Page 121 ---......... 20- --,....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --, !Validate that the submitted 125 Plan claim request meets a user - ....... --.... ,...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... _ , 1239 i defined threshold, e.g. $20 or more, or the remaining balance in 0 -------- :the Employee's account_ -- -- - -- - -- - -- - --- ------ - ------------------------------------------ 20- Enable scheduled reimbursement by check or direct deposit of 244 Employee 125 Plan Claims approved for payment by authorized 0 HR users, e.g. weekly [approximately 50-75 f week] ---- 2G - ------------------------------------------------------------------------------------------ i Allow 125 Plan claims to be reimbursed from more than one ............................................ n 241 employer bank account - 1------ --------- ----------- ----------- ----------- ----------- ----------- ----------- ___.-.-.-.____.-.-.-.____.-.-.-.___------- .. ].................................................................................. --- J 20- 1242 - Provide capability for authorized HR users to administer employee Debit Cards for Healthcare 125 Plan eligible expenses. .......____.......____.......____.......____.......____.......____.......____.......____....... _ 0 , - - - - ---- ------- ------- ------- ------- ------- ------- ------- ------- -------- ': 20- Do not reimburse Employees for 125 Plan claims if the date of the 243 health or dependent care service is after Employee termination [ 0 ] date j____.......___ 20 ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __1 Process 125 Plan Daycare claims in compliance with applicable ....... --_-F__-_ ......... __......... __......... __......... __......... __......... __......... __...... _---_.....____.......____.......____.{ !244 regulations, e.g. when processing an Employee's 125 Plan Daycare Claim, allow reimbursement only if the amount on 0 account is equal to or more than the claim amount, otherwise pend the claim until the account has sufficient funds and then ____ automatically initiate Employee claim payment E` __...._..--- ._..--- ._..--- ._..___ _--- ._..--- _ ___ J 120- Process 125 Plan Daycare claims in compliancewith applicable 245 regulations, e.g. when processing an Employee's 125 Plan Medical Claim, allow reimbursement up to the maximum amount 0 to be collected for the plan year less claims paid, regardless of 'the Employee's account balance 20- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......................... ---.......--- :Allow authorized HR users to view and print an exception report ....... --.... --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... € 246 of 125 Plan Medical Claims paid in excess of the amount collected i 0 ; 'from Employees' accounts :2G- --------------------------------------------------------------------------------------- Allow employees / authorized users to view and print an .............................................. [ 247 Employee's 125 Plan Claim history statement with service date 0 ! ] d--_ 'start and end dates specified by the user ____......___....... ---- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ' 20- ;......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......____.......___ Allow employees / authorized users authorized users to view and �._ I ; 124$ print outstanding 125 Plan Claims report, e.g. claim detail € 0 [ submitted but not yet paid ......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... _ ......... ° 20- 1249 on a user-specified date, automaticallygenerate an email to Employees who have 125 Plan account balances greater than j zero and / or who have ongoing 125 Plan deductions indicated € 0 j E 1 ;with claim period deadlines reminder e.g. 3 months prior to 125 ? I [ •:. Plan year end dates --------------------------------------------------------------------------------------- ..w .------ --------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ------------- ............ --- :2G- Calculate forfeited 125 Plan Employee contributions as of pre- 0 f 250 defined plan year end dates [ ------------------------------------------------------------ ... •: 20- Notify Finance of forfeited 125 Plan Employee contribution 0 251 amount(s) to enable reimbursement to Eagle County ------------------------------------------------------------------ ;Allow ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ------------- -- ---- _--- 20- authorized HR users to define and administer Health 252 Savings Account and / or Health Spending Accounts. 0 'I f ..... - - - - - - - - -------- ------- --- ---- ----j Retirement 401(a) and 457(bj ;;� ; Comments Ii L..__.-......____.......____.......____.......___ ......... ___ m___..__m___..__m___..__m___..__ -C-od L___L__m___..... ............ ----... ............ ............ ............ ............ ----... ----... ............ ............ ........___-1 20- Describe how you manage retirement plan changes from third- A file from your provider can be sent and imported during the 253 party vendors. Pal lI c payroll process. •: 20- ------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ----------- ---. Explain how your system will enable us to handle associate loans .-.... --------------- ----------- ----------- ----------- ----------- ----------- ------------- ------ ..... ........ The information will be sent from your provider and set up in 1:254 against retirement plans, including repayment through payroll UltiPro accordingly. Loans can be set up with goals as well as deductions. determining the payment schedule and deduction amounts. '20- ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --i ....... --1...--- ......... --......... --......... --......... --......... --......... --......... -........... ---......._..............................----.......----•{ 'How will the system notify us that an associate has an unpaid A report can be set up as a notification, as well as, having the 255 loan balance at termination? i ability to view the earnings deductions screen. ____.......___ 20- ....... __......... __......... __......... __......... __......... __......... __......... __......... __......... ___ _....____.......___' Explain how your system handles maximum IRS allowable annual �--�.^^^^...^^^-...____.......____.......____.......____.......____.......____.......____.......____.........__ _.._.................. ; Ultimate Software will maintain all regulatory limits and rules for ; 256 contributions. How is this maximum changed as IRS maximums your organization. All new limits and rules are provided in the ---------- ;change? ------------------------------------------------------------------------------------------- ; product releases. With the use of deduction codes you will have , to ability to track all your Deferred Compensation plans. »-------------------------------.......................--------- ----------- ---........ ........ 20 ; Describe how your system calculates IRS maximum allowable UltiPro has the ability to maintain federal deferred compensation 1257 ' contributions when participant chooses to contribute in both pre- ; limits via assigned tax categories. 'tax and after-tax plans. ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... -- ....._...---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --_.] Eagle County Functional Requirements- Ultimate Response.xlsx Page 103 20 - Benefits Exhibit G - Page 122 20- 258 ....... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... Describe how calculations for "employer portions are --.----.............................................................................................................................................. t Employer portions are established at the benefit code level. The ° employer portion can be calculated, flat dollar amount, established and managed in the system. Pre-tax & after-tax? I I percentage etc. — ------ — ------ ------ ------ — 20 259 How are "catch up" contributions handled in your system? Your organization would establish an additional plan deduction code and attach to the employees accordingly. - ......... 20 --........ --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... --......... ----.....-----...___......... __......... __......... __......... __......... __......... __......... __......... __......... __........... __......... __......... ---; UltiPro can help your organization set up the files between your 1260 Automatically notify Employee when 457 B contribution nearing ; provider with the required information and the file back to 1S UltiPro with the deduction amounts updates, etc. All this annual statutory limit ; information is reportable through UltiPro's report writing tools fs for your reconciliation process. E 1I--- _______.y— 1 -------------------------------------------------------------------------------------- I CIDBRA i _ Cad Comments e '20- Defines employee's COBRA status, date of qualifying COBRA --- 261 event, description of COBRA event, and date the COBRA notification letter was sent. I I [ 2t}- ....... __......... __......... __......... __......... __......... __.... ------------------------------------�------ Defines dependent's COBRA status, date of qualifying COBRA - ------------------------------------------------------------------------------J ' 262 event, description of COBRA event, and the date the COBRA 5 ' notification letter was sent. I - 20- s....... __......... ___.......____.......____.......____.......____.......____.......____.....----- _ --------- •;Automatically captures COBRA information during the --------------------------------------------------------------------- 263 !termination process 5 20 -Automatically M M M M M 1264 generates COBRA notifications. 0 ; 2t} - 265 ....... _.......__ Create COBRA notification letters and invoices •: ------------------------------------------------------------------------------------------ --......... --......... --......... --......... --......... --......... --......... --......... --......... --........... € 5/0� ------............................................ --- 2G- Exports all employee and dependent COBRA information to a S Via an electronic file transmission. 266 third party COBRA administrator. 120- ----- ------------------------------- ! Generates COBRA billing documents .... - --------------------------------------------------------------------------- - 0 267 4.._..__ ......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __......... __ --------------------------------------------------------- - - 2G- ' Maintains COBRA payment history 0 26$ 20 I When an Employee is terminated, generate COBRA letter to — - } -------------------------------------------------------------------------- -{ I — [ 269 '----.......---.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----.......----......._ ' employee's mailing address of record explaining COBRA benefits .0 ultimate Software is not a COBRA Administrator. _.......---......... --......... --......... --......... --......... --......... --......... --......... --......... --........... --......... --......... --_.� Eagle County Functional Requirements- Ultimate Response.xlsx Page 104 20 - Benefits F�chbil G -Page 173 Ult imate SOFTWARE am an d a. ba y@. ea g1 eco un ty.us Cl Authenticated by ultimatesoftwane.com 0 Valid Sipmtiue From: fred_davis@,,ultimatesoftware.corn To: amanda.bay@,,eaglecommty.us Cc: fled_tr davis .ultunae, atesoftwacoin Sent: Mar 3a, 2017 5:32:31 PM EDT Subject: Eagle Comity -Follow-up Attached: Eagle Comity RFP - Ultimate Response.pdf (324 kb) Referenced Documents.zip (5,616 kb) Eagle Commty Functional Reg &cnients - Ultimate Response.xlsx (923 kb) UltiPro Talent Management Tomu,pdf (2,367 kb) Amanda, Good Afternoon. Hope you're having a great day. See below response, I'm waiting on number 5. I'm pretty sure the answer is yes, but want confirmation- I should have to you shortly. Any other questions please let me know. Talk to you soon. 1 3-002 Can the system track FTE and headcount e.g. 20 hrs = .SFTE? Yes. FTE is assigned to each job or position code and each employee is assigned with a job code. 2. 12-019 is there no archive capability? Flow do you differentiate active vs inactive employee records? Each employee has a status indicator that shows if they are active, terminated, on leave, etc. Ultimate Software will never ask your organization to delete, archive or purge any of your data. This allows customers to report on the full history. 3-18-106 What options are available for scheduling hours worked? Managers can create schedule templates, use free -form scheduling, and use on demand scheduling. 4.19-121 what is the process for supervisors to approve leave requests and time and attendance? Supervisors can get notified to approve PTO requests via email, mobile, or desktop. They will also have access to timesheet so they can review and approve them. 5. 2-046 Does your EEOC reporting provide public sector codes (EEO -4)? A report can be produced from Business Intelligence to gather all the data tracked within UltiPro to assist your organization in completing the EEO -4 report. 6. 3-024 Tracking position costs by % (can the system track funding streams e.g. grant -funded and general fund)- would we treat this as an org level? You gave it a 0 on the RFP There are several ways to do this; however, more information is needed regarding your desired results. Please provide a scenario with an explanation of the process for a paid employee and then how you would like to see this allocation of costs show on the report for allocations and general ledger reporting. 7. 7-014 Can you share more information on the performance appraisal application? Is it customizable? UltiPro Performance Management helps you track employee competencies, retain top performers, and proactively manage employee performance. With UltiPro, you transform tedious, once -a -year performance reviews into an ongoing, competency -driven evaluation process that benefits everyone in your company. You can create employee development plans, assess performance against measurable objectives, effectively plan for future management needs, identify high -performing employees for key positions, and create an environment that maximizes talent and rewards your top performers. In short, UitiPro Performance Management allows you to undersFga ''8tPpFo e'Fgmpetencies, identify and reduce competency gaps, and plan for future workforce needs. The result is better talent retention and better business results for your organization. For more information, please see the UltiPro Talent Management Product Tour attached. 8. 8-009 Can you describe the model used for the succession management tool (UltiPro)? UltiPro Succession Management lets you create a proactive, executable strategy for professional growth and career advancement for all employees within your organization. You effectively engage with your employees to define their career paths and ensure they develop the skills, knowledge, and other talent factors necessary for personal growth and contribution to your company's success. Being able to uncover talent gaps, identify high -performing individuals, understand retention risks, and assist employees in obtaining "readiness" to step into key roles reduces your risk of business disruption. For more information, please see the UltiPro Talent Management Product Touir attached. 9. 9-018 Is this because the system does not have grievance tracking or because it's not possible to restrict access. Grievance tracking is not offered by Ultimate Software. 10. 9-019 Confirming to ability to collect exit interview data? Yes. UltiPro Perception is a real-time surveying solution that allows for the creation of surveys around every key milestone within the employee lifecycle; including exist interviews. 11 13-018 Are "business intelligence delivered" reports customizable? Yes. 12. 15 - compensation Can the system provide a Total Rewards Statement for each employee reflecting annual salary, benefits, leave etc. ? Yes. 13. 18-113 Is there an added cost to utilize UltiPro Wage Attachment Services for garnishments? No.. Fred Davis Business Development Manager Office: 720.638.6909 Email: fred_davis@ultimatesoftware.com This a -mail message and any attachments to it are intended only for the named recipients and may contain legally privileged and/or confidential information. If you are not one of the intended recipients, do not duplicate or forward this e-mail message. Copyright 2009 Ultimate Software. All rights reserved Ultimate NG WARE FfWWW %. The Ultimate Software Group, Inc. Exhibit H Data Security and Privacy SaaS Agreement I.- Data Governance a. In the course of providing the SaaS Services, Ultimate Software may collect. transfer. store and use Customer Data, as defined in the Agreement, provided to, collected by or made accessible to Ultimate Software. For these purposes, Customer Data may be transferred to or be accessible to {i} Ultimate Software personnel as is required to perform the SaaS Services in accordance with the Agreement and in accordance with applicable data privacy protection laws; (ii) third parties (including, but not limited to. courts, law enforcement, or regulatory authorities), where required by law. provided Ultimate Software will provide reasonable notice to Customer prior to any such disclosure if legally permissible; and (iii) others who are providing services pursuant to the Agreement. b, When Ultimate Software discloses Customer Data. Ultimate Software shall utilize generally accepted industry standard protections. c. Ultimate Software shall maintain internal company wide policies and procedures addressing the secure storage and handling of Customer Data which shall comply with generally accepted industry standards. 2,. Privacy and Compliance Ultimate Software represents and warrants that with respect to the collection, storage, transfer, and use of Customer Data it shall comply with {i} all applicable governmental laws, rules, and regulations (ii) Its Privacy Policy {available at http;l�www=ultimatesoftware.com/Privacy Policy}, (iii) generally accepted industry standards, and (iv) shall only do so if and to the extent required to perform services pursuant to the Agreement. 3. Information Security Management Program a. Ultimate Software shall maintain a documented, approved and implemented Information Security Management Program ("ISMP") in accordance with generally accepted industry standard practices that include reasonable administrative, technical, and physical safeguards to protect assets and Customer Data from lossr misuse. unauthorized access. disclosure. alteration, and destruction. The ISMP will address the following areas.- i. reas:i. Risk management ii. Security policy iii. Organization of information security iv. Human resources security V. Asset management vi.. Access control vii.. Cryptography viii.. Physical and environmental security ix.. Operations security x.. Communications security A. System acquisition, development. and maintenance Ai. Supplier management All.- Information security incident management xiv.. Information security aspects of business continuity management xv. Compliance 4. Data Protection When working with Customer Data, including Personally Identifiable Information, Ultimate Software shall maintain the following: a. Designated security and privacy personnel and departments responsible for the development and implementation of the ISMP required by this agreement and applicable law; b.. Require background checks (including criminal) on its workforce; c. Implement reasonably appropriate security and privacy awareness training for all members of its workforce; d.. Transfer and store Customer Data including Personally Identifiable Information in an encrypted/secure manner; e. Shall not store Customer Data including Personally Identifiable on unencrypted mobile devices or media, such as laptops, phones. USB drives, etc; I. Mobile Device Management (M DM) technology will be enabled to encrypt and remotely wipe a device mobile devices that may access Ultimate Software email systems; g. Implement reasonably appropriate technical safeguards to protect Customer Data, such as firewalls, intrusions detection systems, logging and monitoring systems. access control systems and encryption; h. Restrict access to data, applications. systems, databases and networks to approved users with a business need/job responsibility. I. Reasonably timely de -provisioning, revocation or modification of user access to Ultimate Software's systems, information assets and Customer Data shall be implemented by Ultimate Software upon any change in status of employees, contractors, customers, business partners or third parties. Any change in status Is intended to include termination of employment, contract or agreement. change of employment, transfer within the organization or change in SaaS Service delivery. j. Maintain procedures for data retention and storage, and backup/redundancy mechanisms. Ultimate Software will testing the recovery of backups at planned intervals rev 04.2617 Page 29 of 32 Ultimate The Ultimate Software GInc. �srs= � wool: Group, SaaS Agreement twpwW k. Implement reasonable physical safeguards to restrict physical access to Confidential Information, such as Data Centers and restricted access server roams requiring authentication, and appropriate environmental controls. Physical security perimeters (which may include fences, walls. barriers, guards, gates, electronic surveillance, physical authentication mechanisms, reception desks and security patrols) shall be implemented to reasonably safeguard Customer Data and ultimate Software's relevant information systems; I. Remove and delete Customer Data from ultimate Software systems in accordance with this Agreement. 5. Audit Reports, Site Visits and Security Assessments a. ultimate Software will have, at a minimum, an annual site audit of Ultimate Software's Information Technology General Controls including, but not limited to. information security, confidentiality and availability controls. performed by an independent third -party audit firm based on the recognized audit standard SSAE 18 SOC 1 and SOC 2 report or equivalent. ultimate Software will make available to Customer for review, its SSAE 18 SOC 1 and SOC 2 report or equivalent after the report's publication by the independent audit firm. Customer agrees to treat such audit reports as Confidential Information under this Agreement. Any control exceptions noted in the SSAE 18 SOC 1 or SOC 2 report or equivalent will be addressed in the report with management's corrective action. Ultimate Software maintains certification to ISO 27801 and ISO 27418 and will make the Certificate of Registration available to Customer upon request. Ultimate Software shall permit Customer to visit and receive a guided tour of Ultimate Software's data center and premises where Ultimate Software provides SaaS Services to Customer ("Visit") with no less than sixty (64) days' prior written notice to Ultimate Software and acknowledgement from ultimate Software not more than one (1) time per calendar year. Any such Visit shall be subject to (i) Customer's compliance with ultimate Software's SaaS site provider(s)' written security and privacy procedures and (ii) the privacy and confidentiality obligations Ultimate Software has to its other customers. Notwithstanding anything to the contrary, Customer will be responsible for any and all costs and/or expenses incurred by Customer in relation to any such Visit, c. ultimate Software will have a network and application level penetration test conducted annually.. This audit shall be performed by a recognized third -party audit firm engaged by Ultimate Software. Upon request, Customer shall be provided with a high level executive summary of such test. d. Customer may submit general security and privacy due diligence questionnaires for completion by Ultimate Software no more than annually. Questionnaires can be submitted directly to the Privacy, Risk & Compliance department at complianceOultimatesoftware.com. 6. Disaster Recovery a. Ultimate Software shall have a defined and documented business continuity/disaster recovery plan for recovery services provided to the Customer. b. Such plan shall provide for reasonable physical protection against damage from deliberate attacks as well as natural causes and disasters. c. Security mechanisms and redundancies shall be implemented by Ultimate Software to reasonably protect equipment from utility service outages (e.g., power failures, network disruptions, etc.). d. Telecommunications equipment. cabling and relays transferring data or supporting SaaS Services shall be reasonably protected by Ultimate Software from interception or damage and designed with redundancies, alternative power source and alternative routing. e. Such plan shall provide for appropriate backup facilities and technology that will permit transition of the Services (from the previous night's backup date), with a maximum recovery time of 24 hours from declaration of a disaster to be operational and accessible to Customer. f. Ultimate Software shall conduct a test of such plan each year. Customer may request the annual high level summary of the results of such test. 7. Data Breach Ultimate Software will respond to. contain and remediate security incidents. using commercially reasonable efforts, on a 24/7 basis. Ultimate Software shall notify Customer of security incidents within twenty-four (24) hours of becoming aware of an actual incident involving Customer Data. An "incident" is a breach of confidentiality, data integrity or a security compromise of a network or server resulting in the unauthorized access. use, transfer or acquisition of Customer Data. Ultimate Software shall inform Customer about incident response activities in reasonable intervals until the incident is resolved, which may include documenting and keeping Customer reasonably informed of all investigative and recovery efforts related to any such incidents, including discovery, investigation and containment, recovery, use of data and experience for gap identification and process improvement, mitigation plans, and cooperation with law enforcement, if legally permissible, as reasonably appropriate.. 8. Breach Responsibilities Unless otherwise stipulated, if a Data Breach is a direct result of Ultimate Software's breach of its contract obligation to encrypt personal data or otherwise prevent its unauthorized release, Ultimate Software shall bear the reasonable and documented costs associated with (1) the investigation and resolution of the Data Breach; (2) Customer's notifications to individuals, regulators or others as may be required by applicable state law; (3) a credit monitoring service as may be required by applicable state (or federal) law, (4) a website or a toll-free number and call center for affected individuals as may be required by applicable state law; rev 04.2617 Page 30 of 32 Ultimate The Ultimate Software Group, Inc. plemw W' SaaS Agreement and (5) all corrective actions based on root cause; all [(1) through (5)] subject to the Agreement's limitation of liability. In the case of a breach originating from the Customer, Ultimate Software will provide reasonable assistance to the Customer for identification and resolution, but the Customer will have sole responsibility for any remediation actions, costs and expenses necessary as a result of the Data Breach. rev 04.2017 Page 31 of 32 Ultimate The Ultimate Software Group,Inc. SOFTWARE FOPpJQ d"L SaaS Agreement Exhibit I Data Conversion 'PROVIDED UNDER SEPARATE COVER' rev 64.2017 Page 32 of 32 Exhibit I - Rage 1 U10pro UltiPro Activation - Data Conversion Overview-"VkYI*AtE66:rwAkE— The following information is designed to provide a high-level overview of the standard data conversion during an UltiPro Activation as well as other data conversion options. Converted as part of the standard activation process ■ Employee Master Data Conversion —This process sets up the employee record in UltiPro (i.e. employee demographic data, company, current pay rate/salary, current jobs, earning codes, deduction/benefit codes, tax codes, etc.). The master file will include all active employees, and all current ye a r te rmi nate d employees. Customers can convert prior yea r te rmina ted employee masterfile records as far back as they want to go as long as the terminated employee data is delivered and converted at the same time as the active employees during activation. This process does not include historical data, only the employee's current masterfile data. ■ Opening Balances (for non -January starts) —This process converts YTD and/or QTD payroll totals for earnings, taxes and deductions for each employee up to that point in time. This is not to be confused with check detail history which is an additional option (see below), This conversion consists of two opening balance conversions (initial opening balances and final opening balances) for wages in the currentyear. For customers going live in January, an opening balance conversion will not be necessary. Initial opening balances are converted at the same time as the employee master data as a test and the final opening balances are converted before go -live to update the balances through the last payroll with the customer's current system. Converting opening balances is what allows us to take aver for tax filing, W-2 processing, etc. PTO/Accrual Plan Balances— PTO/accrual plan balances include allowed (earned), taken (used) and pending (earned but not yet available for use). UltiPro will use these data elements to calculate the available balance. Future requests for PTO can also be entered, but there is not a conversion process for this data. Optional HR data that can be converted at no extra charge during activation 0 Required information for ACA reporting (if going live mid -year) 0 Salary employee allocations 0 Award history ■ Educational history • Licenses • Company property 0 Skills • Test history ■ Multiple jobs • Additional phone numbers 0 Military info • 19 and visa information 6 Birth country and nationality ■ Previous employment Updated 13/7/17 Fop W 1 - Rage 2 U I HP ro tlltiPro Activation — Data Conversion Overview., VVINAU NOFTWARE— Optional historical conversions that have additional costs See the UltiPro Historical Data Conversion Options document for more details Less than 1095 of our customers convert any optional historical information. For Chose that do, most only convertJob History and/or the Electronic Document Conversion. • Job History (listed in the agreement as $5,000 for up to 7 years) —This includes history for job changes, salary changes, organizational level changes, supervisor changes, etc. • Electronic Document Conversion (not listed in the agreement, but the cost is $1,200/conversion of unlimited electronic documents) — Customers provide all of the electronic documents (not paper) along with a supplemental spreadsheet that maps each document to the appropriate employee and document category. Document categories can be customized and can be setup during activation or after customers are live. $1,200/conversion of unlimited electronic documents means if customers delivers 1,000 documents today, the cost is $1,200. If they deliver us another 1,000 documents months later, that is another $1,200. Many different electronic document formats are accepted (PDF, DOC, XLS, etc.). Examples documents could include prior year W-2 forms, performance reviews, resumes, etc. • Status History (listed in the agreement as $5,000 for up to 7 years — this is a very uncommon conversion) —This conversion is really around leave of absence history and most customers do not convert this information. • Review History (listed in the agreement as $5,000 for up to 7 years) —This conversion converts the data only {not the electronic documents} that shows the end result of each review. Most customers will choose to convert electronic copies of previous performance reviews using the Electronic Document Conversion instead of converting this data. That makes the cost $1,200 instead of $5,000, however both options are available. ■ Third Party Pay/Check Detail History (not listed in the agreement, but the cost is $5,000 for up to 3 years or $10,000 for up to 7 years) —This is the actual check detail history and this conversion is very uncommon as well. This is a lot of data for the customer to collect. Most customers keep an extract of their current system instead. • Recruiting History (listed in the agreement as $5,000 for up to 7 years) —This conversion is for candidate and requisition history and is also uncommon. Not converted • Time and attendance history • Benefit election history • Other data elements may not be converted and can be discussed Updated 81711: Exhibit I - Page 3 U10pro- UltiPro Historical Data Conversion Options-kw(IM04ATESMWARE— Job History Conversion Up to 7 years of history = $5,000 Over 7 years of job history is subject to project scope and will be determined based on total number of historical years to be converted and historical data conversion requirements. This is the most common of the optional historical conversions. • Employee Status ■ Notes Text Field • Change Reason (job change / termination) ■ Organizational Level 1 • Status Effective date • Organizational Level 2 * Job Code • Organizational Level 3 * Job Change (promotion, etc.) (Y N) • Organizational Level * Annual Salary • Org Change (Y/N) * Hourly Pay Rate • Other Rates (four open fields) • Period Pay Rate • Pay Group Code • Weekly Pay Rate • Pay Frequency • Scheduled Worked Hours • Piece Rate + Rate Change (Y/ N) • Salary Grade • Transaction Sequence Number ■ Salary or Hourly + Employee Type • Shift • FLSA Category • Supervisor I❑ • Full Time / Part Time Status • Supervisor Name * Promotion (Y/ N) • Local Union Code • Job Description • National Union Code * Job Group Code • Transfer (Y/ N) • Location Updated 8/2/2017 Exhibft I - Rage 4 U10pra UltiPro Historical Data Conversion Options -i�v(ILYfMATfSOFTw4RE- Electronic Document Conversion Unlimited documents = $1,200/conversion (i.e. each conversion of unlimited documents) This conversion allows customers to convert electronic documents into employee records. This is not a scanning service, so electronic versions of each document should be provided. Customers will collect and provide the electronic documents along with a supplemental spreadsheet that maps each document to the appropriate employee and document category. Document categories can be customized and can be setup during activation or after customers are live. Examples documents could include prior year W-2 forms, performance reviews, resumes, etc. File Types Supported doc, docx, pptx, ppt, xlsx, As, At, xltx, txt, rtf, tif, prig, jpg, jpeg, gif, bmp, pelf, mht, db, zip, xml, log, dpt, odt, ods Mapping Fields (Supplemental Spreadsheet) • Company Code • Employee Number • Employee Name • File Name ■ Employee Access (Y/ N) • Document Name • Document Category Updated 8/2/2017 Exhibft I - Rage 5 U10pro- UltiPro Historical Data Conversion Options-kIL'uLTMATE5OiTWARE— Status History Conversion Up to 7 years of history = $5,000 Over 7 years of status history Is subject to project scope and will be determined based on total number of historical years to be converted and historical data conversion requirements. • Lmployee Status • LOA Reason Code • Status Start bate • Status Stop bate • Is Current (Y/N) ■ Notes Text Field Review History Conversion Up to 7 years of history = $5,000 Over 7 years of review history is subject to project scope and will be determined based on total number of historical years to be converted and historical data conversion requirements. • Rating • Review bate ■ Review Type • Job Code • Notes Text Field ■ Reviewed By Updated 8/2/2017 Exhibit I - Page 6 U10pro- UltiPro Historical Data Conversion Options-kw(IM04ATESMWARE— Third Party Pay/Check Detail Conversion Up to 3 years of check history = $5,000 Up to 7 years of check history = $10,000 Over 7 years of check history is subject to project scope and will be determined based on total number of historical years to be converted and historical data conversion requirements. ■ Check Number ■ Piece Count • Pay Date ■ Piece Unit • Pay Group (Company Code) ■ Deduction Code • Period Start Date ■ Deduction Code Description ■ Period End Date ■ Current EE Deduction Amount • Earnings Code ■ Current ER Deduction Amount ■ Earning Description ■ YTD EE Deduction Amount • Current Earning Amount ■ YTD ER Deduction Amount • Current Earning Hours ■ Tax Code • Earning Pay Rate ■ Tax Code Description • YTD Earning Amount ■ Tax Amount • YTD Earning Hours ■ Tax Type • Exclusion in Total Hours ■ ER Tax (Y / N) • Job Code ■ Current Taxable Wages • Location ■ YTD Tax Amount • Organizational Level 1 ■ YTD Taxable Wages • Organizational Level 2 ■ Direct Deposit Account Number • Organizational Level 3 Direct Deposit Amount • Organizational Leve 14 Updated 8/2/2017 Exhibit I - Rage 7 U10pro- UltiPro Historical Data Conversion Options -i, OMMAi9SOFTWARE — Recruiting — Candidate and Requisition Conversion Up to 7 years of history = $5,000 Over 7 years of recruiting history is subject to project scope and will be determined based on total number of historical years to be converted and historical data conversion requirements. Candidate Detail • Requisition Code ■ Unique ID • Disposition Code • First Name ■ Gender • Last Name • Ethnic ID • Address 1 ■ Military Status • Address 2 ■ Disabled Status • City ■ Resume Text • State ■ Applied Date • Zip ■ Linkedln URL ■ Home phone • Candidate Notes • Cell phone ■ Candidate Notes Date • Email ■ Resumes/Attachment Files • Source Code ■ Candidate Requisitions • Status Code Requisition Data • Requisition Code • Contact person • posting Title ■ Openings • City ■ Create Date • State ■ post Date • Location ■ Cancel Date • Description ■ Fill Date • Requirements ■ Opened or Closed Flag Attached Files • Resumes • Cover Letters • File types supported: doc, docx, pdf, txt, htm, html Updated 8/2/2017 / A� " CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDIYYYY) CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, 3/28/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Lillian Henao Crystal & Company PHONE FAX Crystal IBC LLC A/C No Ext: 305-421-0900 AIC No): 305-421-0999 E -M32 ADDRESS: Iill ian.henao@crystalco.com Old Slip INSURER(S) AFFORDING COVERAGE NAIC # New York NY 10005 INSURERA: National Union Fire Insurance Co of 19445 INSURED ULTISO INSURERB: The Ultimate Software Group, Inc. DAMAGE TO att: Don Causey INSURERC: INSURERD: 1485 North Park Drive INSURER E: Weston FL 33326 INSURER F: $ COVERAGES CERTIFICATE NUMBER: 278376742 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DDIYYYY POLICY EXP MM/DDIYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO CLAIMS -MADE 1:1 OCCUR PREMISESa oRENTED cur ence $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ GEN'L POLICY ❑ PRO- JECT [:]LOC PRODUCTS - COMP/OP AGG $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY L $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N PER OTH- STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Crime -Employee Theft 028801231 11/30/2017 11/30/2018 Limit of Insurance 1,000,000 Third Party included DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) *Subject to all policy terms and conditions. CERTIFICATE HOLDER CANCELLATION ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Eagle County ACCORDANCE WITH THE POLICY PROVISIONS. 500 Broadway AUTHORIZED REPRESENTATIVE Post Office Box 850 Eagle CO 816319, 7 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD / A� " CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DDIYYYY) CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, 3/29/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Lillian Henao Crystal & Company PHONE FAX Crystal IBC LLC A/C No Ext: 305-421-0900 AIC No): 305-421-0999 E -M32 ADDRESS: Lillian.Henao@crystalco.com Old Slip INSURER(S) AFFORDING COVERAGE NAIC # New York NY 10005 INSURERA: Great Northern Insurance Company 20303 INSURED ULTISO INSURERB: Federal Insurance Company 20281 The Ultimate Software Group, Inc. DAMAGE TO RENTED PREMISES Ea occurrence att: Don Causey INSURER C: ACE American Insurance Co 22667 INSURER D: Pacific Indemnity Company 20346 1485 North Park Drive INSURER E: Weston FL 33326 INSURER F: COVERAGES CERTIFICATE NUMBER: 1264967827 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DDIYYYY POLICY EXP MM/DDIYYYY LIMITS B X COMMERCIAL GENERAL LIABILITY Y Y 35839993 11/30/2017 11/30/2018 EACH OCCURRENCE $1,000,000 CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ 1,000,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 GEN'L POLICY ❑X PRO- ❑ LOC JECT PRODUCTS - COMP/OP AGG $ 2,000,000 $ OTHER: A AUTOMOBILE LIABILITY Y 73542237 11/30/2017 11/30/2018 COMBINED SINGLE LIMIT Ea accident 1 000 000 $1,000,000 BODILY INJURY (Per person) $ X ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ X HIRED�( NON -OWNED AUTOS ONLY AUTOS ONLY B X UMBRELLA LIAB X OCCUR Y 79854443 11/30/2017 11/30/2018 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N Y 71704781 11/30/2017 11/30/2018 X PER OTH- STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 500,000 OFFICER/MEMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 500,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 500,000 C E & O Claims Made/Third EONG25539953008 11/30/2017 11/30/2018 Aggregate 13,000,000 Third Party Coverage/Includes Each Occurrence 13,000,000 Cyber/Professional Liability DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Eagle County, its associated or affiliated entities, successors or assigns, its elected officials, employees, agents and volunteers are named additional insured as respects to commercial general liability coverages and umbrella liability coverages (if applicable)as required by written contract, during the entire term of Agreement on a primary and non-contributory basis. General liability coverage include coverage for all sub- contractors Coverage in place for The Ultimate Software Group, Inc. meets the requirements listed in the contract. Notice of Cancellation: 20 days for non-payment of premium 60 days in they were to cancel CERTIFICATE HOLDER CANCELLATION ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Eagle County ACCORDANCE WITH THE POLICY PROVISIONS. 500 Broadway AUTHORIZED REPRESENTATIVE Post Office Box 850 Eagle CO 816319, 7 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD