TRANXACT.AI Aide

HRIS/HCM capability map

Every HRIS / HCM capability area an RFP asks about — recruiting, core HR, benefits, time and payroll, learning, performance, reporting, integration, security, AI governance and records — with the screen that does it, as of release 20261022. Use it to answer an RFP line with the place a reviewer can see it working.

Each row names the screen as the menu reaches it: module › group › section › screen. Screens marked “United States companies only” are shown only to a company whose payroll country is the United States. Whether a person sees a screen depends on their roles; see Roles and permissions.

How to reuse: copy a row into an RFP answer and replace the capability wording with the RFP’s own reference, for example <RFP R2> or <Q17a>. The screen names are the product’s and stay as they are.

Recruiting

CapacitéOù c'est
Requisitions and their approvalHRMS › Hiring › Recruiting & Onboarding › Hiring Requisitions, Hiring Approvals, Hiring Approval Rules
Postings, candidates, applications and the pipelineJob Postings, Candidates, Applications, Pipeline Stages (same section)
Interviews, panels, scorecards and rankingInterviews, Interview Panels, Interview Scorecards, Candidate Ranking
Messages to candidates, by template or by hand, with opt-outCandidate Messages, Messages to Candidates; Send a message on Candidates
Offer letters signed electronicallyOffers (Send, Letter, Signature), Offer Letter Templates, Recruiting Settings
Recruiting, onboarding and offboarding dashboardsRecruiting Dashboard, Onboarding Dashboard, Offboarding Dashboard; Task Departments
EEO voluntary self-identification and applicant flow (United States companies only, restricted)Applications › Send self-identification link / Self-identification; EEO Applicant Flow
Public careers site with an apply form, screening questions, privacy notice and retentionHRMS › Hiring › Recruiting & Onboarding › Careers Site; Job Postings › Screening questions
Internal job applications by employeesEmployee Self Service › Me › My Workspace › Internal Jobs
Calendar invitations for interviews, reviews, check-ins, CRM activities and appointmentsSend calendar invite on each; Calendar Invitations (HRMS, CRM, EHR)
AI-assisted screening a person reviewsTalent & Contingent Workforce › Talent & Pipeline › Activity › AI Decision Reviews

Core HR

CapacitéOù c'est
Employee records, positions, organization chart, personnel actionsHRMS › Workforce › People › Employees, Positions, Organization Chart, Personnel Actions
Onboarding and offboarding checklistsHRMS › Hiring › Recruiting & Onboarding › Joining & Leaving, Onboarding Checklists
Disciplinary actionsHRMS › Compliance › Employee Relations & Records › Disciplinary Actions
Employee and manager self serviceEmployee Self Service › Me › My Workspace; Employee Self Service › My Team › My Team
Word, text, Excel and PDF documents uploaded and readAttachments on any record; Employee Self Service › Me › My Workspace › My Documents; Import on any list

Avantages

CapacitéOù c'est
Plans, coverage tiers, elections, life events, dependentsHRMS › Reward › Benefits › Benefit Plans, Benefit Elections, Life Events, Dependents, Benefit Enrollments
Benefits dashboardHRMS › Reward › Benefits › Benefits Dashboard
Carrier EDI 834 and 401(k) / 457 contribution files (United States companies only)HRMS › Reward › Carriers & ACA › Carriers & Recordkeepers, Carrier Files
ACA measurement, 1095-C and 1094-C (United States companies only)ACA Settings, ACA Full-Time Status, ACA Forms (1095-C / 1094-C); Employee Self Service › My Tax Forms
Garnishment orders and remittances (United States companies only)HRMS › Payroll › Garnishments › Garnishment Orders, Garnishment Remittances

Time and payroll

CapacitéOù c'est
Clock in and out with status and location, from a browser or a phoneEmployee Self Service › Me › My Workspace › My Clock
Who is in, team status, punch exceptions and correctionsHRMS › Time & Leave › Time & Attendance › Who’s In, Clock Punches, Punch Exceptions, Punch Corrections; Employee Self Service › My Team › Team Status
Time rules: punches required, rounding, grace, holiday premiumHRMS › Time & Leave › Time & Attendance › Time Policies, Overtime Rules
Hours charged to a grant, fund, program, property, cost center or departmentTimesheets (Add hours), Time Entries
Pay groups, pay calendars, readiness and payroll runsHRMS › Payroll › Pay Setup › Pay Groups, Pay Calendar; Pay Processing › Payroll Readiness, Payroll Runs
Off-cycle, bonus, commission, correction and final pay runs; retro payPayroll Runs › Off-cycle payroll; Retroactive Pay
Outside tax engine per pay groupPay Groups › Calculated by; HRMS › Payroll › Tax & Filing › Tax & Payroll Engines
Direct deposit split across several accounts, approved by HR, from the next pay periodEmployee Self Service › Me › My Workspace › My Bank Accounts; HR Self Service › Direct-Deposit Changes; HRMS › Payroll › Pay Processing › Direct Deposits
Bank pay files: NACHA (US), NEFT/RTGS (India), WPS (Saudi Arabia), pain.001 (elsewhere)Payroll Runs › Create pay file; HRMS › Payroll › Pay Processing › Pay Files, Pay File Settings
Form W-4 signed online (United States companies only)Employee Self Service › My Workspace › My W-4; HRMS › Compliance › US Employment Forms › W-4 Submissions
Form I-9 with Section 2, Supplement B and retention (United States companies only)My Workspace › My I-9; HRMS › Compliance › US Employment Forms › Form I-9
FMLA eligibility, certification, designation and hours (United States companies only)FMLA Settings, FMLA Cases; My Workspace › My FMLA Leave
Identity and right-to-work checks: E-Verify (US); PAN, Aadhaar, UAN, DigiLocker (India); Iqama, GOSI, Qiwa, Absher (Saudi Arabia)HRMS › Compliance › Identity Verification › Identity Verifications
W-2 and year-end forms (United States companies only)HRMS › Payroll › Tax & Filing › Statutory Forms
Labor distribution and the GL interface (Yardi Voyager, CSV, JSON)HRMS › Payroll › Labor Distribution & GL Interface › GL Interface Console and the screens beside it
Parallel payroll against the legacy systemHRMS › Payroll › Parallel Payroll › Legacy Payroll Registers, Parallel Payroll Comparisons

Learning

CapacitéOù c'est
Courses, enrolments, sessions and attendanceHRMS › Learning & Development › Learning › Training Courses, Course Enrollments, Training Sessions, Session Attendance
Assignment by rule, learning paths, evaluationsTraining Assignment Rules, Learning Paths, Learning Path Assignments, Course Evaluations
Compliance training and completion historyCompliance Training, Completion History, Programme Effectiveness
Certifications and licenses with expiry alertsHRMS › Learning & Development › Certifications & Skills › Certifications & Licenses
Skills inventory and gapsSkills, Skills Inventory, Job Skill Requirements, Skill Gaps
An outside learning platform (Aspire or any other)HRMS › Learning & Development › LMS Integration › LMS Connectors, LMS Sync Runs, LMS Error Log
Employee and manager learningEmployee Self Service › My Learning, My Certifications & Licenses, My Skills; Team Learning, Team Skills

Performance

CapacitéOù c'est
Review cycles and review workflowsHRMS › Workforce › Performance & Talent › Performance Cycles, Performance Reviews, Review Workflows, Review Workflow Steps, Review History
Goals, cascading and check-insGoals (Cascade, Check in), Goal Check-ins, Check-in Status
Development plansDevelopment Plans, Development Actions
SuccessionTalent Profiles, Succession Plans, Succession Candidates
Employee and manager performanceEmployee Self Service › My Goals, My Reviews, My Development; Team Goals, Team Reviews

Signalement

CapacitéOù c'est
Reports and analytics for HRHRMS › Reporting › Reporting › Reports & Analytics, Predictive & Prescriptive
Dashboards for recruiting, onboarding, offboarding, benefits and payroll readinessRecruiting Dashboard, Onboarding Dashboard, Offboarding Dashboard, Benefits Dashboard, Payroll Readiness
Any list to Excel, CSV or PDFExport on every list screen

Intégration

CapacitéOù c'est
Payroll to the general ledger of another systemHRMS › Payroll › Labor Distribution & GL Interface
Carrier and recordkeeper files (United States companies only)HRMS › Reward › Carriers & ACA › Carrier Files
Learning platformHRMS › Learning & Development › LMS Integration › LMS Connectors
Directory provisioning (SCIM 2.0)Platform › Access & Security › Access › Provisioning (SCIM)
Connectors, pipelines, webhooks and the published APIPlatform › Connectivity › Integration, Events & Webhooks, Published API
Spreadsheet, text and Word importsImport on any list screen; Platform › Operations › Legacy Migration

Sécurité

CapacitéOù c'est
Single sign-on with SAML 2.0 (and OpenID Connect)Platform › Access & Security › Access › Single Sign-On
Two-step verification, kept or trusted per connectionSingle Sign-On › the connection’s MFA setting
Roles, segregation of duties, elevated accessPlatform › Access & Security › Access › Roles, Segregation of Duties, Elevated Access
Security Administrator rolePlatform › Access & Security › Access › Roles
Audit trailPlatform › Access & Security › Assurance › Audit Log, Audit Policy

AI governance

CapacitéOù c'est
AI per area: off, suggest-only or allowedPlatform › Access & Security › AI Governance › AI Settings
A person reviews AI-assisted employment decisionsAI Decision Reviews (Platform, HRMS › Compliance, and Talent & Contingent Workforce)
AI-use report and disclosure registerAI Use, AI Disclosure Register
What the AI engines never seeSee What ASK and the AI engines never see

Archives

CapacitéOù c'est
Retention and purge of HR recordsPlatform › Data & Documents › Data Retention › Retention Policies, Retention Runs, Archived Records
Legal holdPlatform › Data & Documents › Records & Legal Hold › Legal Holds, Hold Coverage; HRMS › Compliance › Employee Relations & Records › Legal Holds
A person’s, a matter’s or the company’s records as one bundlePlatform › Data & Documents › Records & Legal Hold › Records Exports
Documents and signaturesAttachments; Platform › Data & Documents › Electronic Signature