Needs Analysis

1) Total number of employees in your company?

2) Are your employees union, non-union or both?

Union Non-Union Both

1) What method(s) do you currently use for time-keeping?

Manual Software Clocks Web Other

2) What do you like about the current method?

3) What do you dislike about the current method?

4) What is driving the review of a new time system?

5) What are the primary goals for a new system?

6) What are the decision factors other than cost?

7) What is the targeted "go live" date for a new system?

1) Is your preference for a Licensed (on premise) or Hosted (SAAS) product?

Licensed Hosted

1) Do you have a 24 hour operation?

Yes No

2) How many shifts of operation do you currently have?

3) Is time worked across midnight ever split between two days?

Yes No

4) Do employees have specific start/stop times (schedules)?

Yes No

5) If yes, do start/stop times vary from day to day or week to week?

Yes No

6) If yes, is there any predictable rotation every so many weeks?

Yes No

7) If yes, what are the number of weeks?

8) Approximate number of different start/stop times?

1-10 11-20 21-100 More

9) How are employee schedules currently generated?

Hand Written Spreadsheet Scheduling Software

10) How frequently are they generated?

Weekly Monthly Other

1) Do any employees receive holiday benefit pay?

Yes No

2) If yes, what are the qualifications to receive this benefit?

Employed at least ___ days

3) If yes, please enter the amount of days employeed.

Must work scheduled day before holiday
Must work scheduled day after holiday
Must be scheduled on the holiday
Must be scheduled off on the holiday

4) Are there any other issues or rules regarding holiday pay that we should be aware of?

1) Does your company pay premiums or shift differentials?

Yes No (if no, skip this section)

2) Differentials/premiums are paid based on: (check all that apply)

A particular shift or schedule worked
A fixed time window
Day of the week worked

3) Differentials/premiums are paid as:

An add on dollar amount
A percentage of your base rate
A specific date

1) Does your company pay for hours On-Call?

Yes No

2) Does your company pay guaranteed hours on certain days for certain groups of employees?

Yes No

1) Would you like your salaried employees to be included in the system?

Yes No

1) Would you like to use the system to track accrual codes or benefits such as Vacation, Sick, PTO, etc...?

Yes No

1) Would you like the system to automatically track Point or Occurrence balances?

Yes No

1) Do you track employee hours by department, job, task, etc...?

Yes No (if no, skip this section)

2) If yes, do you currently pass this information to your payroll provider?

Yes No

3) Labor tracking data can be input by several different means. Check all methods you would be interested in using:

Employee function key at the clock
by Supervisor at the clock
by Supervisor in the software
by Employee through the web

1) Data collection can occur by different methods. Please check any and all methods you are interested in using at your company:

Badge Reader
Biometric Hand Punch
Biometric Fingerprint Reader
Phone-In
PC through the network
Web Punch
Hand Held Device

1) Does your facility have/need bells or some other audible device to signal the start/end of work, breaks, meals, etc...?

Yes No (if no, skip this section)

2) Does the timeclocks need to trigger the bells or do you have a separate system that handles this?

Timeclock(s) Other System

3) Will you require any clock terminals to trigger a door lock to gain access?

Yes No

4) If yes, will this be replacing an existing clock terminal?

Yes No

1) Do you send your payroll data to an outside payroll provider for processing?

Yes No

2) What is the name of your payroll service and/or software application?