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
| 能力 | 它在哪里 |
|---|---|
| Requisitions and their approval | HRMS › Hiring › Recruiting & Onboarding › Hiring Requisitions, Hiring Approvals, Hiring Approval Rules |
| Postings, candidates, applications and the pipeline | Job Postings, Candidates, Applications, Pipeline Stages (same section) |
| Interviews, panels, scorecards and ranking | Interviews, Interview Panels, Interview Scorecards, Candidate Ranking |
| Messages to candidates, by template or by hand, with opt-out | Candidate Messages, Messages to Candidates; Send a message on Candidates |
| Offer letters signed electronically | Offers (Send, Letter, Signature), Offer Letter Templates, Recruiting Settings |
| Recruiting, onboarding and offboarding dashboards | Recruiting 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 retention | HRMS › Hiring › Recruiting & Onboarding › Careers Site; Job Postings › Screening questions |
| Internal job applications by employees | Employee Self Service › Me › My Workspace › Internal Jobs |
| Calendar invitations for interviews, reviews, check-ins, CRM activities and appointments | Send calendar invite on each; Calendar Invitations (HRMS, CRM, EHR) |
| AI-assisted screening a person reviews | Talent & Contingent Workforce › Talent & Pipeline › Activity › AI Decision Reviews |
Core HR
| 能力 | 它在哪里 |
|---|---|
| Employee records, positions, organization chart, personnel actions | HRMS › Workforce › People › Employees, Positions, Organization Chart, Personnel Actions |
| Onboarding and offboarding checklists | HRMS › Hiring › Recruiting & Onboarding › Joining & Leaving, Onboarding Checklists |
| Disciplinary actions | HRMS › Compliance › Employee Relations & Records › Disciplinary Actions |
| Employee and manager self service | Employee Self Service › Me › My Workspace; Employee Self Service › My Team › My Team |
| Word, text, Excel and PDF documents uploaded and read | Attachments on any record; Employee Self Service › Me › My Workspace › My Documents; Import on any list |
好处
| 能力 | 它在哪里 |
|---|---|
| Plans, coverage tiers, elections, life events, dependents | HRMS › Reward › Benefits › Benefit Plans, Benefit Elections, Life Events, Dependents, Benefit Enrollments |
| Benefits dashboard | HRMS › 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
| 能力 | 它在哪里 |
|---|---|
| Clock in and out with status and location, from a browser or a phone | Employee Self Service › Me › My Workspace › My Clock |
| Who is in, team status, punch exceptions and corrections | HRMS › 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 premium | HRMS › Time & Leave › Time & Attendance › Time Policies, Overtime Rules |
| Hours charged to a grant, fund, program, property, cost center or department | Timesheets (Add hours), Time Entries |
| Pay groups, pay calendars, readiness and payroll runs | HRMS › Payroll › Pay Setup › Pay Groups, Pay Calendar; Pay Processing › Payroll Readiness, Payroll Runs |
| Off-cycle, bonus, commission, correction and final pay runs; retro pay | Payroll Runs › Off-cycle payroll; Retroactive Pay |
| Outside tax engine per pay group | Pay Groups › Calculated by; HRMS › Payroll › Tax & Filing › Tax & Payroll Engines |
| Direct deposit split across several accounts, approved by HR, from the next pay period | Employee 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 system | HRMS › Payroll › Parallel Payroll › Legacy Payroll Registers, Parallel Payroll Comparisons |
Learning
| 能力 | 它在哪里 |
|---|---|
| Courses, enrolments, sessions and attendance | HRMS › Learning & Development › Learning › Training Courses, Course Enrollments, Training Sessions, Session Attendance |
| Assignment by rule, learning paths, evaluations | Training Assignment Rules, Learning Paths, Learning Path Assignments, Course Evaluations |
| Compliance training and completion history | Compliance Training, Completion History, Programme Effectiveness |
| Certifications and licenses with expiry alerts | HRMS › Learning & Development › Certifications & Skills › Certifications & Licenses |
| Skills inventory and gaps | Skills, 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 learning | Employee Self Service › My Learning, My Certifications & Licenses, My Skills; Team Learning, Team Skills |
表现
| 能力 | 它在哪里 |
|---|---|
| Review cycles and review workflows | HRMS › Workforce › Performance & Talent › Performance Cycles, Performance Reviews, Review Workflows, Review Workflow Steps, Review History |
| Goals, cascading and check-ins | Goals (Cascade, Check in), Goal Check-ins, Check-in Status |
| Development plans | Development Plans, Development Actions |
| Succession | Talent Profiles, Succession Plans, Succession Candidates |
| Employee and manager performance | Employee Self Service › My Goals, My Reviews, My Development; Team Goals, Team Reviews |
报告
| 能力 | 它在哪里 |
|---|---|
| Reports and analytics for HR | HRMS › Reporting › Reporting › Reports & Analytics, Predictive & Prescriptive |
| Dashboards for recruiting, onboarding, offboarding, benefits and payroll readiness | Recruiting Dashboard, Onboarding Dashboard, Offboarding Dashboard, Benefits Dashboard, Payroll Readiness |
| Any list to Excel, CSV or PDF | Export on every list screen |
一体化
| 能力 | 它在哪里 |
|---|---|
| Payroll to the general ledger of another system | HRMS › Payroll › Labor Distribution & GL Interface |
| Carrier and recordkeeper files (United States companies only) | HRMS › Reward › Carriers & ACA › Carrier Files |
| Learning platform | HRMS › Learning & Development › LMS Integration › LMS Connectors |
| Directory provisioning (SCIM 2.0) | Platform › Access & Security › Access › Provisioning (SCIM) |
| Connectors, pipelines, webhooks and the published API | Platform › Connectivity › Integration, Events & Webhooks, Published API |
| Spreadsheet, text and Word imports | Import on any list screen; Platform › Operations › Legacy Migration |
安全
| 能力 | 它在哪里 |
|---|---|
| Single sign-on with SAML 2.0 (and OpenID Connect) | Platform › Access & Security › Access › Single Sign-On |
| Two-step verification, kept or trusted per connection | Single Sign-On › the connection’s MFA setting |
| Roles, segregation of duties, elevated access | Platform › Access & Security › Access › Roles, Segregation of Duties, Elevated Access |
| Security Administrator role | Platform › Access & Security › Access › Roles |
| Audit trail | Platform › Access & Security › Assurance › Audit Log, Audit Policy |
AI governance
| 能力 | 它在哪里 |
|---|---|
| AI per area: off, suggest-only or allowed | Platform › Access & Security › AI Governance › AI Settings |
| A person reviews AI-assisted employment decisions | AI Decision Reviews (Platform, HRMS › Compliance, and Talent & Contingent Workforce) |
| AI-use report and disclosure register | AI Use, AI Disclosure Register |
| What the AI engines never see | See What ASK and the AI engines never see |
记录
| 能力 | 它在哪里 |
|---|---|
| Retention and purge of HR records | Platform › Data & Documents › Data Retention › Retention Policies, Retention Runs, Archived Records |
| Legal hold | Platform › 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 bundle | Platform › Data & Documents › Records & Legal Hold › Records Exports |
| Documents and signatures | Attachments; Platform › Data & Documents › Electronic Signature |