{"source":"HRM functions and features most commonly offered by major higher education HR and payroll systems, as identified by Claude, Perplexity and Grok and reconciled into one set. src: C = Claude, P = Perplexity, G = Grok. Levels: area > functional area > function > feature.","scope":"Covers institutional HR, payroll, workforce and academic personnel, and excludes student accounts, financial aid, the general ledger, recruiting CRMs, dossier systems and learning platforms except at their labor-cost interface or handoff.","vendors":["Ellucian Banner HR","Ellucian Colleague HR","Oracle PeopleSoft HCM","Oracle Cloud HCM","Workday HCM"],"groups":[{"k":"F","name":"Workforce foundations and lifecycle","ds":["1","2","3","4"],"desc":"The person, the position and the organization, and how people join, move through and leave the institution."},{"k":"P","name":"Pay, benefits and time","ds":["5","6","7"],"desc":"Paying people correctly, administering what they elect and accrue, and recording the time they work."},{"k":"R","name":"Academic workforce, relations and talent","ds":["8","9","10","11"],"desc":"Faculty and student employment, employee and labor relations, and performance and required learning."},{"k":"E","name":"Assurance and shared enablers","ds":["12","13","14"],"desc":"Reporting, audit evidence, self-service, workflow, integration and security that every other area relies on."}],"domains":[{"n":"1","name":"Person and employment identity","desc":"Maintains one record per person and every employment relationship they hold with the institution.","caps":[{"id":"1.1","n":"Person record management","subs":[{"id":"1.1.1","n":"Person master record","d":"Stores legal name, birth date, contact details and demographics for each worker.","cls":"Core","src":["P","G"],"herm":"BC171"},{"id":"1.1.2","n":"Effective-dated personal data history","d":"Keeps dated history of personal data changes so past states can be reported and audited.","cls":"Core","src":["C","P","G"],"herm":"BC171"},{"id":"1.1.3","n":"Identifier crosswalk","d":"Holds institutional ID, national ID and external system IDs and maps them to one person.","cls":"Core","src":["P"],"herm":"BC143"},{"id":"1.1.4","n":"Duplicate person detection and merge","d":"Flags likely duplicate people at entry and merges records with history preserved.","cls":"Expected","src":["P"],"herm":"BC143"},{"id":"1.1.5","n":"Shared person record across student and employee roles","d":"Uses one person record when someone is both a student and an employee.","cls":"Expected","src":["P","G"],"herm":"BC171"},{"id":"1.1.6","n":"Chosen name and pronouns","d":"Records chosen name and pronouns and controls where legal versus chosen name appears.","cls":"Expected","src":["P","G"],"herm":"BC171"},{"id":"1.1.7","n":"Emergency contacts and dependents","d":"Captures emergency contacts and dependents reused by benefits and safety processes.","cls":"Core","src":["P"],"herm":"BC171"},{"id":"1.1.8","n":"Workforce demographic attributes","d":"Maintain authorized demographic and voluntary self-identification data separately from operational decision fields.","cls":"Expected","src":["C"],"herm":"BC171"}],"herm":["BC171","BC143"]},{"id":"1.2","n":"Employment relationship","subs":[{"id":"1.2.1","n":"Concurrent jobs per person","d":"Supports several simultaneous jobs for one person, each with its own pay, funding and supervisor.","cls":"Core","src":["C","P"],"herm":"BC171"},{"id":"1.2.2","n":"Hire, rehire and service dates","d":"Tracks original hire, rehire, adjusted service and continuous service dates.","cls":"Core","src":["P"],"herm":"BC171"},{"id":"1.2.3","n":"Seniority and service calculation","d":"Computes service credit by rule for leave accrual, benefits eligibility and bargaining seniority.","cls":"Expected","src":["C","P"],"herm":"BC171"},{"id":"1.2.4","n":"Worker types beyond employees","d":"Records contingent workers, affiliates, visiting scholars and persons of interest without hiring them.","cls":"Expected","src":["P","G"],"herm":"BC171"},{"id":"1.2.5","n":"Multi-country employment","d":"Employs workers in more than one country with country-specific data and rules.","cls":"Specialized","src":["P"],"herm":"BC171"}],"herm":["BC171","BC178"]},{"id":"1.3","n":"Work eligibility and credentials","subs":[{"id":"1.3.1","n":"Work authorization verification","d":"Completes and stores I-9 or right-to-work checks, including E-Verify where required.","cls":"Core","src":["P"],"herm":"BC175"},{"id":"1.3.2","n":"Visa and immigration status tracking","d":"Tracks visa type, expiry and sponsorship status with alerts before expiry.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"1.3.3","n":"Licenses and certifications","d":"Records professional licenses and certifications with issue and expiry dates.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"1.3.4","n":"Clinical licensure and credentialing","d":"Tracks clinical licenses, privileges and primary-source verification for health-science staff.","cls":"Specialized","src":["P"],"herm":"BC175"},{"id":"1.3.5","n":"Background check tracking","d":"Records background check requests, results and re-check dates by role requirement.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"1.3.6","n":"Right-to-work outside the US","d":"Visa and sponsorship status where the campus hires internationally","cls":"Specialized","src":["G"],"herm":"BC175"},{"id":"1.3.7","n":"I-9 and E-Verify","d":"Work authorization with deadline tracking","cls":"Core","src":["G"],"herm":"BC175"},{"id":"1.3.8","n":"Immigration case handoff","d":"Exchange employment and appointment data with specialist immigration services and track resulting authorization milestones.","cls":"Specialized","src":["C"],"herm":"BC175"}],"herm":["BC175","BC170"]}]},{"n":"2","name":"Organization, position and job","desc":"Defines the institution's structure, the positions it funds and the jobs those positions hold.","caps":[{"id":"2.1","n":"Organization structure","subs":[{"id":"2.1.1","n":"Organization hierarchy","d":"Models departments, colleges, divisions and campuses as an effective-dated hierarchy.","cls":"Core","src":["P"],"herm":"BC172"},{"id":"2.1.2","n":"Multiple concurrent hierarchies","d":"Maintains separate supervisory, academic, budget and location hierarchies over the same people.","cls":"Expected","src":["P"],"herm":"BC172"},{"id":"2.1.3","n":"Multiple legal employers","d":"Supports several legal entities or campuses with distinct tax and reporting identities.","cls":"Expected","src":["P"],"herm":"BC172"},{"id":"2.1.4","n":"Reorganization with effective dating","d":"Moves departments and their positions in a dated reorganization without rekeying records.","cls":"Expected","src":["C","P"],"herm":"BC172"},{"id":"2.1.5","n":"Organization chart","d":"Displays reporting relationships and vacancies as an interactive chart.","cls":"Expected","src":["P"],"herm":"BC172"},{"id":"2.1.6","n":"Supervisory and matrix relationships","d":"Record primary supervisors and additional reporting relationships for workforce administration.","cls":"Expected","src":["C"],"herm":"BC172"}],"herm":["BC172"]},{"id":"2.2","n":"Position management","subs":[{"id":"2.2.1","n":"Position control","d":"Requires every job to sit in an approved position with budgeted FTE.","cls":"Core","src":["P","G"],"herm":"BC174"},{"id":"2.2.2","n":"Position lifecycle actions","d":"Creates, reclassifies, freezes and abolishes positions through approved actions.","cls":"Core","src":["C","P"],"herm":"BC172"},{"id":"2.2.3","n":"Vacancy and incumbency tracking","d":"Shows filled, vacant and overfilled positions and their incumbents over time.","cls":"Core","src":["P"],"herm":"BC172"},{"id":"2.2.4","n":"Pooled positions","d":"Lets many incumbents share one position for student, adjunct and temporary roles.","cls":"Expected","src":["P"],"herm":"BC172"},{"id":"2.2.5","n":"Split-funded positions","d":"Funds a position from several accounts or grants by percentage and date.","cls":"Expected","src":["C","P"],"herm":"BC172"},{"id":"2.2.6","n":"Headcount and FTE authorization","d":"Validate staffing against approved position counts, full-time-equivalent limits, and occupancy rules.","cls":"Expected","src":["C"],"herm":"BC174"}],"herm":["BC172","BC174"]},{"id":"2.3","n":"Job architecture","subs":[{"id":"2.3.1","n":"Job catalog","d":"Maintains job codes with title, classification, grade and default attributes.","cls":"Core","src":["P","G"],"herm":"BC172"},{"id":"2.3.2","n":"Employee classes","d":"Classifies jobs as faculty, staff, exempt, non-exempt, temporary or represented to drive rules.","cls":"Core","src":["P"],"herm":"BC172"},{"id":"2.3.3","n":"Overtime exemption status","d":"Records FLSA or equivalent exemption status per job to drive overtime rules.","cls":"Core","src":["P"],"herm":"BC172"},{"id":"2.3.4","n":"Job families and career levels","d":"Groups jobs into families and levels to define career ladders.","cls":"Expected","src":["C","P"],"herm":"BC182"},{"id":"2.3.5","n":"Skills linked to jobs","d":"Attaches skills from a maintained skills library to jobs and positions.","cls":"Emerging","src":["P"],"herm":"BC182"},{"id":"2.3.6","n":"Employment rule attributes","d":"Assign overtime eligibility, standard hours, worker category, and other employment-rule attributes to jobs or assignments.","cls":"Core","src":["C"],"herm":"BC172"}],"herm":["BC172","BC176","BC182"]},{"id":"2.4","n":"Position budgeting and workforce planning","subs":[{"id":"2.4.1","n":"Position budget and encumbrance","d":"Projects salary and fringe cost of filled and vacant positions through fiscal year end.","cls":"Expected","src":["P"],"herm":"BC190"},{"id":"2.4.2","n":"Fringe rate projection","d":"Applies fringe rates by employee class and fund to projected salaries.","cls":"Expected","src":["P"],"herm":"BC174"},{"id":"2.4.3","n":"Budget development extract","d":"Sends projected position costs to the institution's budget system.","cls":"Expected","src":["P"],"herm":"BC190"},{"id":"2.4.4","n":"Headcount scenario planning","d":"Models hiring, vacancy and reorganization scenarios against budget.","cls":"Expected","src":["P"],"herm":"BC190"}],"herm":["BC174","BC190"]}]},{"n":"3","name":"Recruiting and onboarding","desc":"Takes an approved opening from requisition to a productive first day.","caps":[{"id":"3.1","n":"Requisition management","subs":[{"id":"3.1.1","n":"Requisition from position","d":"Opens a requisition from an approved position and carries its funding and job data.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.1.2","n":"Requisition approval routing","d":"Routes requisitions for approval by organization, funding and job type.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.1.3","n":"Job posting","d":"Publishes openings to the institution's career site and external job boards.","cls":"Expected","src":["C","P","G"],"herm":"BC175"},{"id":"3.1.4","n":"Search committee management","d":"Assigns search committee members and controls their access to applicants.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.1.5","n":"Recruiting CRM handoff","d":"Exchanges candidates and requisitions with an external recruiting CRM.","cls":"Platform","src":["C","P","G"],"herm":"BC175"}],"herm":["BC175"]},{"id":"3.2","n":"Applicant tracking and selection","subs":[{"id":"3.2.1","n":"Applicant tracking","d":"Tracks each applicant's status and history through configurable recruiting stages.","cls":"Expected","src":["P","G"],"herm":"BC175"},{"id":"3.2.2","n":"Screening questions and minimum qualifications","d":"Scores or disqualifies applicants from screening questions and required qualifications.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.2.3","n":"Applicant self-identification and disposition","d":"Collects voluntary EEO self-identification and records a disposition reason for every applicant.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"3.2.4","n":"Interview scheduling","d":"Schedules interviews against interviewer calendars and notifies participants.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.2.5","n":"Reference collection","d":"Requests and stores references from referees online.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.2.6","n":"Faculty search workflow","d":"Supports multi-stage faculty searches with committee reviews, finalist lists and diversity checkpoints.","cls":"Specialized","src":["P","G"],"herm":"BC175"},{"id":"3.2.7","n":"Structured selection records","d":"Record interview evaluations, selection criteria, committee participation, and decision justifications.","cls":"Expected","src":["C"],"herm":"BC175"}],"herm":["BC175","BC170"]},{"id":"3.3","n":"Offer and pre-hire","subs":[{"id":"3.3.1","n":"Offer approval","d":"Routes offers with salary, start date and funding for approval before release.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.3.2","n":"Offer letter generation and e-signature","d":"Generates offer letters from templates and collects electronic signatures.","cls":"Expected","src":["C","P"],"herm":"BC175"},{"id":"3.3.3","n":"Background check vendor integration","d":"Orders background checks from a screening vendor and receives results.","cls":"Expected","src":["P","G"],"herm":"BC175"},{"id":"3.3.4","n":"Candidate to employee conversion","d":"Creates the employee record from the accepted candidate without rekeying data.","cls":"Core","src":["P"],"herm":"BC175"}],"herm":["BC175"]},{"id":"3.4","n":"Onboarding","subs":[{"id":"3.4.1","n":"New hire data and tax forms","d":"Collects personal, tax, direct deposit and work eligibility data from the new hire online.","cls":"Core","src":["P"],"herm":"BC175"},{"id":"3.4.2","n":"Onboarding task checklists","d":"Assigns onboarding tasks to the new hire, manager, HR and IT with due dates.","cls":"Expected","src":["C","P"],"herm":"BC175"},{"id":"3.4.3","n":"Provisioning triggers","d":"Signals account, badge, keys and equipment provisioning when a hire is confirmed.","cls":"Expected","src":["P","G"],"herm":"BC139"},{"id":"3.4.4","n":"Pre-start portal","d":"Gives new hires access to forms, welcome content and contacts before their start date.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.4.5","n":"Onboarding completion monitoring","d":"Track outstanding employee, supervisor, and service-unit onboarding tasks.","cls":"Expected","src":["C"],"herm":"BC175"}],"herm":["BC175","BC139"]},{"id":"3.5","n":"Internal mobility","subs":[{"id":"3.5.1","n":"Internal job board","d":"Shows openings to current employees and accepts internal applications.","cls":"Expected","src":["P"],"herm":"BC175"},{"id":"3.5.2","n":"Talent pools","d":"Keeps groups of prospective candidates for recurring or future openings.","cls":"Emerging","src":["P"],"herm":"BC175"},{"id":"3.5.3","n":"Candidate matching","d":"Ranks applicants or employees against an opening using skills and history.","cls":"Emerging","src":["P"],"herm":"BC144"}],"herm":["BC175","BC182","BC144"]}]},{"n":"4","name":"Job change and separation","desc":"Records changes to a person's employment and ends it cleanly.","caps":[{"id":"4.1","n":"Personnel actions","subs":[{"id":"4.1.1","n":"Effective-dated personnel actions","d":"Applies hires, changes and terminations as dated actions with reason codes.","cls":"Core","src":["P"],"herm":"BC171"},{"id":"4.1.2","n":"Transfers and promotions","d":"Moves employees between positions, departments or grades with pay and funding updates.","cls":"Core","src":["C","P","G"],"herm":"BC176"},{"id":"4.1.3","n":"Pay rate changes","d":"Changes salary or hourly rate with an effective date and reason.","cls":"Core","src":["P"],"herm":"BC176"},{"id":"4.1.4","n":"Electronic personnel action forms","d":"Captures personnel actions on online forms routed for approval before posting.","cls":"Core","src":["P"],"herm":"BC171"},{"id":"4.1.5","n":"Mass personnel actions","d":"Applies the same change to many employees in one controlled transaction.","cls":"Expected","src":["P"],"herm":"BC171"},{"id":"4.1.6","n":"Retroactive personnel actions","d":"Accepts back-dated actions and triggers the resulting pay and cost recalculation.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"4.1.7","n":"Employment contract renewals","d":"Track contract end dates and process approved extensions or nonrenewals.","cls":"Expected","src":["C"],"herm":"BC171"}],"herm":["BC171","BC176"]},{"id":"4.2","n":"Temporary assignments and additional pay","subs":[{"id":"4.2.1","n":"Acting and interim assignments","d":"Assigns an employee temporarily to another role with pay and end-date tracking.","cls":"Expected","src":["C","P"],"herm":"BC176"},{"id":"4.2.2","n":"Stipends and additional duty pay","d":"Pays fixed stipends for extra duties over a defined period.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"4.2.3","n":"Secondments and inter-entity assignments","d":"Places an employee with another entity while retaining home employment.","cls":"Specialized","src":["P"],"herm":"BC178"}],"herm":["BC178","BC176"]},{"id":"4.3","n":"Separation","subs":[{"id":"4.3.1","n":"Termination processing","d":"Ends employment with reason codes and stops pay, benefits and access on the right date.","cls":"Core","src":["P"],"herm":"BC171"},{"id":"4.3.2","n":"Final pay calculation","d":"Calculates final pay including leave payout and recoveries under local rules.","cls":"Core","src":["C","P"],"herm":"BC176"},{"id":"4.3.3","n":"Offboarding checklists","d":"Assigns return of property, knowledge transfer and access removal tasks.","cls":"Expected","src":["P","G"],"herm":"BC171"},{"id":"4.3.4","n":"Deprovisioning triggers","d":"Signals identity and access systems to remove accounts on separation.","cls":"Expected","src":["P"],"herm":"BC139"},{"id":"4.3.5","n":"Exit surveys","d":"Collects exit survey responses and reports reasons for leaving.","cls":"Expected","src":["P"],"herm":"BC171"},{"id":"4.3.6","n":"Retirement processing","d":"Processes retirements and hands off data to the pension or retirement provider.","cls":"Expected","src":["P"],"herm":"BC171"},{"id":"4.3.7","n":"Rehire eligibility","d":"Records whether a former employee is eligible for rehire.","cls":"Expected","src":["P"],"herm":"BC171"},{"id":"4.3.8","n":"Layoff and recall administration","d":"Track affected workers, seniority-based sequencing, recall rights, and approved placement actions.","cls":"Specialized","src":["C"],"herm":"BC171"}],"herm":["BC171","BC139","BC176"]}]},{"n":"5","name":"Payroll","desc":"Calculates, pays and accounts for every paycheck.","caps":[{"id":"5.1","n":"Pay calculation","subs":[{"id":"5.1.1","n":"Gross-to-net calculation","d":"Calculates earnings, deductions, taxes and net pay for each pay period.","cls":"Core","src":["C","P"],"herm":"BC214"},{"id":"5.1.2","n":"Multiple pay frequencies","d":"Runs monthly, semi-monthly, biweekly and weekly payrolls side by side.","cls":"Core","src":["P"],"herm":"BC214"},{"id":"5.1.3","n":"Retroactive pay calculation","d":"Recalculates prior periods after back-dated changes and pays or recovers the difference.","cls":"Core","src":["C","P"],"herm":"BC214"},{"id":"5.1.4","n":"Off-cycle payments","d":"Issues manual, correction and termination payments outside the regular cycle.","cls":"Core","src":["C","P","G"],"herm":"BC214"},{"id":"5.1.5","n":"Payroll audit and pre-validation","d":"Flags anomalies such as large variances or missing time before payroll is finalized.","cls":"Expected","src":["C","P"],"herm":"BC214"},{"id":"5.1.6","n":"Overpayment recovery","d":"Tracks overpayments and recovers them through deduction plans or repayment.","cls":"Expected","src":["P"],"herm":"BC214"},{"id":"5.1.7","n":"Continuous payroll calculation","d":"Recalculates pay as data changes so results are ready before the cutoff.","cls":"Emerging","src":["C","P"],"herm":"BC214"},{"id":"5.1.8","n":"Concurrent-job payroll aggregation","d":"Apply person-level limits and withholding rules while retaining job-level earnings and deductions.","cls":"Expected","src":["C"],"herm":"BC214"},{"id":"5.1.9","n":"Payroll approval and finalization","d":"Require authorized review and lock approved payroll results before payment production.","cls":"Core","src":["C"],"herm":"BC214"},{"id":"5.1.10","n":"Payroll balance conversion","d":"Load and validate opening payroll balances needed for midyear migrations or payroll-provider changes.","cls":"Expected","src":["C"],"herm":"BC214"},{"id":"5.1.11","n":"AI-assisted payroll exception analysis","d":"Identify unusual payroll results and provide reviewable explanations before human-authorized release.","cls":"Emerging","src":["C"],"herm":"BC144"}],"herm":["BC214","BC144"]},{"id":"5.2","n":"Academic pay schedules","subs":[{"id":"5.2.1","n":"Deferred pay for academic-year contracts","d":"Spreads nine- or ten-month earnings across twelve months and tracks the deferred balance.","cls":"Expected","src":["C","P","G"],"herm":"BC176"},{"id":"5.2.2","n":"Contract dates that cross pay periods","d":"Prorates pay for appointments that start or end mid-period or mid-year.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"5.2.3","n":"Summer and supplemental faculty pay","d":"Pays summer research, teaching and supplemental salary against defined limits.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"5.2.4","n":"Per-course and overload pay","d":"Pays adjunct and overload teaching by course, credit or contact hour.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"5.2.5","n":"Adjunct and period activity compensation","d":"Calculate approved academic activity compensation across defined terms or activity periods.","cls":"Expected","src":["C"],"herm":"BC176"}],"herm":["BC214","BC176"]},{"id":"5.3","n":"Tax and statutory compliance","subs":[{"id":"5.3.1","n":"Tax withholding","d":"Withholds national, state and local income and payroll taxes by worker location.","cls":"Core","src":["P"],"herm":"BC191"},{"id":"5.3.2","n":"Multi-state and reciprocity taxation","d":"Handles work-state, residence-state and reciprocity rules for remote and travelling staff.","cls":"Expected","src":["P"],"herm":"BC191"},{"id":"5.3.3","n":"Nonresident alien tax and treaties","d":"Determines nonresident tax status and applies treaty exemptions to pay.","cls":"Expected","src":["P"],"herm":"BC191"},{"id":"5.3.4","n":"Garnishments and court orders","d":"Processes garnishments, levies and support orders with priority and limits.","cls":"Core","src":["P"],"herm":"BC214"},{"id":"5.3.5","n":"Periodic statutory filings","d":"Produces quarterly and real-time payroll filings for tax authorities.","cls":"Core","src":["P"],"herm":"BC191"},{"id":"5.3.6","n":"Year-end tax forms","d":"Produces annual employee tax forms such as W-2, 1042-S, T4 or P60.","cls":"Core","src":["P","G"],"herm":"BC191"}],"herm":["BC214","BC191"]},{"id":"5.4","n":"Deductions and disbursement","subs":[{"id":"5.4.1","n":"Deduction management with arrears","d":"Manages voluntary and mandatory deductions with limits, goals and arrears.","cls":"Core","src":["P"],"herm":"BC214"},{"id":"5.4.2","n":"Direct deposit to multiple accounts","d":"Splits net pay across several bank accounts by amount or percentage.","cls":"Core","src":["P"],"herm":"BC192"},{"id":"5.4.3","n":"Checks and paycards","d":"Issues printed checks or paycards for workers without direct deposit.","cls":"Expected","src":["P"],"herm":"BC192"},{"id":"5.4.4","n":"Payroll funding and bank reconciliation","d":"Produces bank files and reconciles issued and cleared payments.","cls":"Expected","src":["C","P"],"herm":"BC192"}],"herm":["BC214","BC192"]},{"id":"5.5","n":"Labor cost distribution","subs":[{"id":"5.5.1","n":"Labor distribution","d":"Charges each earning to the funding sources assigned to the job.","cls":"Core","src":["P","G"],"herm":"BC214"},{"id":"5.5.2","n":"Fringe cost allocation","d":"Charges employer benefit and tax costs to the same funding as the related earnings.","cls":"Core","src":["C","P"],"herm":"BC214"},{"id":"5.5.3","n":"General ledger interface","d":"Posts summarized payroll and labor cost journals to the general ledger.","cls":"Core","src":["C","P"],"herm":"BC249"},{"id":"5.5.4","n":"Payroll encumbrance","d":"Encumbers projected salary and fringe against funds and grants through period end.","cls":"Expected","src":["P"],"herm":"BC214"},{"id":"5.5.5","n":"Salary cost transfers","d":"Moves posted labor costs between funding sources with audit trail and approval.","cls":"Expected","src":["P"],"herm":"BC214"},{"id":"5.5.6","n":"Suspense account clearing","d":"Routes charges with invalid funding to suspense and supports clearing them.","cls":"Expected","src":["P"],"herm":"BC214"},{"id":"5.5.7","n":"Sponsored salary cap enforcement","d":"Limits salary charged to grants to sponsor caps and moves the excess to institutional funds.","cls":"Specialized","src":["P"],"herm":"BC073"},{"id":"5.5.8","n":"Effort reporting and certification","d":"Produces effort statements for sponsored-project staff and records certification.","cls":"Specialized","src":["P"],"herm":"BC073"},{"id":"5.5.9","n":"Payroll-to-finance control reconciliation","d":"Reconcile payroll totals and labor-cost distributions to accepted financial interface results.","cls":"Core","src":["C"],"herm":"BC249"}],"herm":["BC214","BC073","BC249"]}]},{"n":"6","name":"Benefits and absence","desc":"Administers benefit plans, retirement plans and time away from work.","caps":[{"id":"6.1","n":"Benefits administration","subs":[{"id":"6.1.1","n":"Benefit plan configuration","d":"Defines medical, dental, life, disability and other plans with rates and coverage levels.","cls":"Core","src":["C","P"],"herm":"BC176"},{"id":"6.1.2","n":"Benefits eligibility rules","d":"Determines eligibility by employee class, FTE, appointment length and waiting period.","cls":"Core","src":["C","P"],"herm":"BC176"},{"id":"6.1.3","n":"Open enrollment","d":"Runs annual enrollment with plan comparison, elections and confirmation.","cls":"Core","src":["P"],"herm":"BC176"},{"id":"6.1.4","n":"Life event changes","d":"Accepts mid-year election changes tied to qualifying life events.","cls":"Core","src":["C","P","G"],"herm":"BC176"},{"id":"6.1.5","n":"Dependent eligibility verification","d":"Collects and reviews documents proving dependent eligibility.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"6.1.6","n":"Carrier and vendor feeds","d":"Sends enrollment changes to insurance carriers and benefit vendors.","cls":"Expected","src":["P","G"],"herm":"BC176"},{"id":"6.1.7","n":"Benefits billing for unpaid statuses","d":"Bills employees on unpaid leave and retirees for their premiums.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"6.1.8","n":"Retiree benefits","d":"Administers benefits for retirees and their dependents.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"6.1.9","n":"Tuition remission and waivers","d":"Administers tuition benefits for employees and dependents, including taxable amounts.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"6.1.10","n":"Affordable Care Act tracking and reporting","d":"Measures hours for ACA eligibility and produces 1094 and 1095 forms.","cls":"Core","src":["P"],"herm":"BC170"},{"id":"6.1.11","n":"Benefit premium reconciliation","d":"Compare coverage, payroll deductions, employer contributions, and carrier premium records.","cls":"Expected","src":["C"],"herm":"BC176"}],"herm":["BC176","BC170"]},{"id":"6.2","n":"Retirement plans","subs":[{"id":"6.2.1","n":"Defined contribution plans","d":"Calculates 403(b), 457 and similar contributions with match and annual limits.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"6.2.2","n":"Retirement vendor feeds","d":"Sends contribution and eligibility data to retirement plan providers.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"6.2.3","n":"Public or statutory pension reporting","d":"Calculates contributions and produces reports for state or national pension schemes.","cls":"Specialized","src":["P"],"herm":"BC176"},{"id":"6.2.4","n":"Pension service and earnings handoff","d":"Transmit eligible service, compensation, and contribution records to pension administrators.","cls":"Specialized","src":["C"],"herm":"BC176"}],"herm":["BC176"]},{"id":"6.3","n":"Absence and leave","subs":[{"id":"6.3.1","n":"Leave accrual plans","d":"Accrues vacation, sick and other leave by rule with caps and carryover.","cls":"Core","src":["C","P"],"herm":"BC178"},{"id":"6.3.2","n":"Leave requests and approval","d":"Lets employees request leave and managers approve it against balances.","cls":"Core","src":["C","P","G"],"herm":"BC178"},{"id":"6.3.3","n":"Protected leave tracking","d":"Tracks FMLA and statutory leave eligibility, entitlement and usage.","cls":"Core","src":["C","P"],"herm":"BC178"},{"id":"6.3.4","n":"Leaves of absence","d":"Places employees on paid or unpaid leave and adjusts pay, benefits and accruals.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"6.3.5","n":"Leave donation","d":"Lets employees donate leave to colleagues under program rules.","cls":"Expected","src":["C","P"],"herm":"BC178"},{"id":"6.3.6","n":"Non-accruing staff absence reporting","d":"Records absences for faculty and exempt staff who do not accrue leave.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"6.3.7","n":"Team absence calendar","d":"Shows planned and approved absences for a team.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"6.3.8","n":"Intermittent and concurrent leave","d":"Track intermittent absences and coordinate overlapping leave entitlements without double-counting usage.","cls":"Expected","src":["C"],"herm":"BC178"},{"id":"6.3.9","n":"Absence payroll effects","d":"Translate approved paid and unpaid absence into payroll inputs and benefit eligibility changes.","cls":"Core","src":["C"],"herm":"BC178"}],"herm":["BC176","BC178"]}]},{"n":"7","name":"Time and compensation","desc":"Captures time worked and governs how pay is set and changed.","caps":[{"id":"7.1","n":"Time capture","subs":[{"id":"7.1.1","n":"Online and mobile timesheets","d":"Lets hourly and student workers record time on web or mobile.","cls":"Core","src":["P"],"herm":"BC178"},{"id":"7.1.2","n":"Exception and positive time reporting","d":"Supports both recording all hours and recording only exceptions to a schedule.","cls":"Core","src":["P"],"herm":"BC178"},{"id":"7.1.3","n":"Overtime and premium rules","d":"Calculates overtime, holiday and premium pay from time worked.","cls":"Core","src":["C","P"],"herm":"BC178"},{"id":"7.1.4","n":"Time clock integration","d":"Imports punches from physical or badge time clocks.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"7.1.5","n":"Shift differentials and on-call pay","d":"Calculates shift, weekend and on-call premiums by rule.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"7.1.6","n":"Workforce scheduling","d":"Builds schedules for shift-based units such as dining, facilities, police and clinics.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"7.1.7","n":"Location-verified punches","d":"Restricts or records mobile punches by geolocation.","cls":"Emerging","src":["P"],"herm":"BC178"},{"id":"7.1.8","n":"Shift coverage and exchanges","d":"Manage open shifts, coverage requests, and approved shift exchanges.","cls":"Specialized","src":["C"],"herm":"BC178"},{"id":"7.1.9","n":"Meal, rest, and work-limit exceptions","d":"Identify applicable break, rest-period, and maximum-hours exceptions from recorded time.","cls":"Specialized","src":["C"],"herm":"BC178"},{"id":"7.1.10","n":"Cross-job hours aggregation","d":"Aggregate working time across concurrent assignments for applicable overtime and hour-limit checks.","cls":"Expected","src":["C"],"herm":"BC178"},{"id":"7.1.11","n":"Qualification-based scheduling","d":"Validate assignments against required credentials, skills, staffing ratios, and applicable work rules.","cls":"Specialized","src":["C"],"herm":"BC178"},{"id":"7.1.12","n":"AI-assisted schedule optimization","d":"Recommend schedules using demand, qualifications, availability, and labor constraints for human approval.","cls":"Emerging","src":["C"],"herm":"BC144"}],"herm":["BC178","BC214","BC144"]},{"id":"7.2","n":"Time approval and transfer","subs":[{"id":"7.2.1","n":"Time approval with proxies","d":"Routes time to supervisors and designated proxies for approval by deadline.","cls":"Core","src":["C","P","G"],"herm":"BC178"},{"id":"7.2.2","n":"Time to payroll transfer","d":"Sends approved time to payroll as earnings for the period.","cls":"Core","src":["C","P"],"herm":"BC214"},{"id":"7.2.3","n":"Late and corrected time","d":"Accepts time adjustments for closed periods and pays them retroactively.","cls":"Expected","src":["C","P"],"herm":"BC178"}],"herm":["BC178","BC214"]},{"id":"7.3","n":"Compensation management","subs":[{"id":"7.3.1","n":"Salary structures and grades","d":"Maintains grades, ranges and steps used to set and check pay.","cls":"Core","src":["P","G"],"herm":"BC176"},{"id":"7.3.2","n":"Merit and annual increase cycles","d":"Runs budgeted increase cycles with manager recommendations and approvals.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"7.3.3","n":"One-time payments","d":"Pays bonuses, awards and lump sums with approval.","cls":"Expected","src":["P"],"herm":"BC176"},{"id":"7.3.4","n":"Contract-driven increases","d":"Applies across-the-board and step increases defined by bargaining agreements.","cls":"Specialized","src":["P"],"herm":"BC176"},{"id":"7.3.5","n":"Total compensation statements","d":"Shows each employee the full value of pay and benefits.","cls":"Expected","src":["P","G"],"herm":"BC176"},{"id":"7.3.6","n":"Pay equity analysis","d":"Analyzes pay differences by demographic group controlling for job factors.","cls":"Emerging","src":["C","P"],"herm":"BC176"},{"id":"7.3.7","n":"Market pricing data","d":"Loads salary survey data and compares jobs with market rates.","cls":"Emerging","src":["P"],"herm":"BC176"},{"id":"7.3.8","n":"Step and progression increases","d":"Calculate scheduled pay progression using service, classification, performance, or negotiated rules.","cls":"Specialized","src":["C"],"herm":"BC176"},{"id":"7.3.9","n":"Compensation exception controls","d":"Flag proposed pay outside approved ranges or policy limits and require documented exception authorization.","cls":"Expected","src":["C"],"herm":"BC176"},{"id":"7.3.10","n":"Faculty compensation components","d":"Base, administrative stipend, clinical, incentive","cls":"Expected","src":["G"],"herm":"BC176"}],"herm":["BC176"]}]},{"n":"8","name":"Faculty lifecycle","desc":"Manages academic appointments from first contract through tenure, leave and retirement.","caps":[{"id":"8.1","n":"Academic appointments","subs":[{"id":"8.1.1","n":"Academic appointment types","d":"Distinguishes tenure-track, tenured, non-tenure-track, adjunct and visiting appointments.","cls":"Expected","src":["C","P"],"herm":"BC171"},{"id":"8.1.2","n":"Appointment terms and contract dates","d":"Records appointment start and end dates, term basis and renewal status.","cls":"Expected","src":["P"],"herm":"BC171"},{"id":"8.1.3","n":"Joint appointments","d":"Splits an appointment across departments with percentages and a home unit.","cls":"Expected","src":["C","P"],"herm":"BC171"},{"id":"8.1.4","n":"Academic rank and title history","d":"Tracks rank, title and dates of each change over a career.","cls":"Expected","src":["P"],"herm":"BC171"},{"id":"8.1.5","n":"Named professorships and chairs","d":"Records endowed chairs and named titles with term and funding.","cls":"Specialized","src":["P","G"],"herm":"BC171"},{"id":"8.1.6","n":"Appointment renewal tracking","d":"Alerts units to upcoming appointment end dates and records renewal decisions.","cls":"Expected","src":["C","P"],"herm":"BC171"},{"id":"8.1.7","n":"Contract and appointment letters","d":"Generated appointment with term, FTE, salary, and workload","cls":"Expected","src":["G"],"herm":"BC171"}],"herm":["BC171","BC178"]},{"id":"8.2","n":"Tenure and promotion","subs":[{"id":"8.2.1","n":"Tenure clock tracking","d":"Tracks probationary years, review dates and clock extensions.","cls":"Specialized","src":["C","P","G"],"herm":"BC181"},{"id":"8.2.2","n":"Promotion and tenure case status","d":"Records each case's stage and outcome and updates rank and tenure on approval.","cls":"Specialized","src":["P","G"],"herm":"BC181"},{"id":"8.2.3","n":"Dossier system handoff","d":"Exchanges faculty and case data with an external dossier or faculty activity system.","cls":"Platform","src":["C","P"],"herm":"BC181"},{"id":"8.2.4","n":"Post-tenure review scheduling","d":"Schedules periodic post-tenure reviews and records outcomes.","cls":"Specialized","src":["P"],"herm":"BC181"},{"id":"8.2.5","n":"Academic decision implementation","d":"Apply approved tenure, promotion, or review outcomes to appointment, title, and compensation records.","cls":"Specialized","src":["C"],"herm":"BC181"}],"herm":["BC181"]},{"id":"8.3","n":"Teaching assignments and workload","subs":[{"id":"8.3.1","n":"Course assignment import","d":"Brings instructor course assignments from the student system to drive pay and workload.","cls":"Expected","src":["P"],"herm":"BC026"},{"id":"8.3.2","n":"Workload tracking","d":"Records teaching, research and service workload against expectations.","cls":"Specialized","src":["P"],"herm":"BC026"},{"id":"8.3.3","n":"Overload and extra compensation limits","d":"Checks overload and extra pay against policy limits before payment.","cls":"Expected","src":["C","P"],"herm":"BC178"},{"id":"8.3.4","n":"Course release and appointment buyout","d":"Record approved workload reductions and resulting appointment or funding adjustments.","cls":"Specialized","src":["C"],"herm":"BC026"}],"herm":["BC178","BC026"]},{"id":"8.4","n":"Faculty leave and transition","subs":[{"id":"8.4.1","n":"Sabbatical eligibility and tracking","d":"Calculates sabbatical eligibility and records leave terms and pay.","cls":"Specialized","src":["C","P"],"herm":"BC176"},{"id":"8.4.2","n":"Phased retirement","d":"Manages reduced-appointment retirement agreements with terms and end dates.","cls":"Specialized","src":["P"],"herm":"BC176"},{"id":"8.4.3","n":"Emeritus status","d":"Confers and records emeritus status and retained privileges.","cls":"Specialized","src":["P"],"herm":"BC176"},{"id":"8.4.4","n":"Outside activity and conflict disclosure","d":"Collects outside professional activity disclosures and routes them for review.","cls":"Specialized","src":["P","G"],"herm":"BC170"},{"id":"8.4.5","n":"Faculty credentials for accreditation","d":"Records degrees and qualifications used to justify teaching assignments to accreditors.","cls":"Expected","src":["P"],"herm":"BC170"}],"herm":["BC176","BC170"]}]},{"n":"9","name":"Student employment","desc":"Hires and pays students in student jobs and graduate appointments.","caps":[{"id":"9.1","n":"Student hiring","subs":[{"id":"9.1.1","n":"Student job postings","d":"Posts on-campus student jobs and accepts student applications.","cls":"Expected","src":["P","G"],"herm":"BC044"},{"id":"9.1.2","n":"Enrollment eligibility checks","d":"Checks enrollment status from the student system before hire and during employment.","cls":"Expected","src":["P","G"],"herm":"BC044"},{"id":"9.1.3","n":"Work-study award verification","d":"Confirms a student's work-study award from financial aid before hire.","cls":"Expected","src":["P"],"herm":"BC248"},{"id":"9.1.4","n":"Graduate assistant appointments","d":"Appoints graduate assistants with FTE, stipend and linked tuition and health benefits.","cls":"Expected","src":["C","P","G"],"herm":"BC175"},{"id":"9.1.5","n":"Term-end auto-termination","d":"Ends student jobs automatically at term end or loss of enrollment.","cls":"Expected","src":["P"],"herm":"BC044"},{"id":"9.1.6","n":"Student employment classification","d":"Identify student-worker assignments and apply the appropriate employment category and appointment rules.","cls":"Expected","src":["C"],"herm":"BC044"}],"herm":["BC175","BC044","BC248"]},{"id":"9.2","n":"Student pay and compliance","subs":[{"id":"9.2.1","n":"Student FICA exemption","d":"Determines FICA exemption from enrollment and applies it to pay.","cls":"Expected","src":["C","P"],"herm":"BC214"},{"id":"9.2.2","n":"Student hour limits","d":"Enforces weekly hour caps, including limits for international students.","cls":"Expected","src":["C","P"],"herm":"BC214"},{"id":"9.2.3","n":"Work-study earnings tracking","d":"Tracks earnings against the work-study award and alerts before it is exhausted.","cls":"Expected","src":["C","P"],"herm":"BC248"},{"id":"9.2.4","n":"Student pay rate tables","d":"Sets student pay by job level and step.","cls":"Expected","src":["P"],"herm":"BC214"}],"herm":["BC214","BC248"]}]},{"n":"10","name":"Employee relations","desc":"Manages labor agreements, cases and workplace accommodations.","caps":[{"id":"10.1","n":"Labor relations","subs":[{"id":"10.1.1","n":"Bargaining unit assignment","d":"Assigns positions and employees to bargaining units.","cls":"Specialized","src":["C","P","G"],"herm":"BC173"},{"id":"10.1.2","n":"Contract rule configuration","d":"Applies pay, leave and seniority rules by bargaining agreement.","cls":"Specialized","src":["P"],"herm":"BC173"},{"id":"10.1.3","n":"Union dues and agency fees","d":"Deducts and remits union dues by unit and member status.","cls":"Specialized","src":["P"],"herm":"BC173"},{"id":"10.1.4","n":"Grievance tracking","d":"Records grievances, steps, deadlines and outcomes.","cls":"Specialized","src":["P","G"],"herm":"BC173"},{"id":"10.1.5","n":"Bargaining cost modeling","d":"Costs proposed contract changes against the current workforce.","cls":"Specialized","src":["P"],"herm":"BC173"},{"id":"10.1.6","n":"Bargaining workforce extracts","d":"Produce authorized bargaining-unit workforce and compensation data for labor relations analysis.","cls":"Specialized","src":["C"],"herm":"BC173"}],"herm":["BC173"]},{"id":"10.2","n":"Case management","subs":[{"id":"10.2.1","n":"Employee relations cases","d":"Records workplace concerns and investigations with restricted access.","cls":"Expected","src":["C","P","G"],"herm":"BC183"},{"id":"10.2.2","n":"Disciplinary actions","d":"Records corrective and disciplinary actions with dates and outcomes.","cls":"Expected","src":["C","P"],"herm":"BC167"},{"id":"10.2.3","n":"Probationary period tracking","d":"Tracks probation end dates and prompts completion decisions.","cls":"Expected","src":["P"],"herm":"BC183"},{"id":"10.2.4","n":"Specialist investigation handoff","d":"Exchange permitted employment references and implementation outcomes with specialist investigation systems.","cls":"Expected","src":["C"],"herm":"BC167"},{"id":"10.2.5","n":"Policy acknowledgment","d":"Required reading with a date stamp","cls":"Expected","src":["G"],"herm":"BC164"}],"herm":["BC183","BC167","BC164"]},{"id":"10.3","n":"Accommodation and workplace safety","subs":[{"id":"10.3.1","n":"Disability accommodations","d":"Records accommodation requests, interactive process steps and decisions.","cls":"Expected","src":["P"],"herm":"BC180"},{"id":"10.3.2","n":"Workplace injury and workers' compensation","d":"Records injuries, claims and lost time.","cls":"Expected","src":["P"],"herm":"BC180"},{"id":"10.3.3","n":"Occupational health tracking","d":"Tracks required immunizations and health clearances by role.","cls":"Specialized","src":["P"],"herm":"BC180"}],"herm":["BC180","BC183"]}]},{"n":"11","name":"Talent and required learning","desc":"Reviews performance, assigns mandated training and plans careers.","caps":[{"id":"11.1","n":"Performance management","subs":[{"id":"11.1.1","n":"Staff performance reviews","d":"Runs review cycles with self-assessment, manager rating and sign-off.","cls":"Expected","src":["C","P"],"herm":"BC181"},{"id":"11.1.2","n":"Goal management","d":"Records individual goals and links them to unit goals.","cls":"Expected","src":["P"],"herm":"BC181"},{"id":"11.1.3","n":"Faculty annual review","d":"Collects annual faculty reports and records chair and dean evaluations.","cls":"Specialized","src":["P"],"herm":"BC181"},{"id":"11.1.4","n":"Continuous feedback","d":"Captures ongoing feedback and check-ins between formal reviews.","cls":"Emerging","src":["P"],"herm":"BC181"},{"id":"11.1.5","n":"Multi-rater feedback","d":"Collect authorized feedback from multiple reviewers using controlled participation and visibility.","cls":"Expected","src":["C"],"herm":"BC181"},{"id":"11.1.6","n":"Performance calibration","d":"Review evaluation consistency across units and retain approved rating adjustments.","cls":"Expected","src":["C"],"herm":"BC181"}],"herm":["BC181"]},{"id":"11.2","n":"Required learning","subs":[{"id":"11.2.1","n":"Compliance training assignment","d":"Assigns mandated training by role, location or event and tracks completion.","cls":"Expected","src":["P","G"],"herm":"BC170"},{"id":"11.2.2","n":"Training due and expiry alerts","d":"Notifies employees and managers of upcoming and overdue training.","cls":"Expected","src":["P"],"herm":"BC182"},{"id":"11.2.3","n":"Learning platform handoff","d":"Exchanges assignments and completions with an external learning platform.","cls":"Platform","src":["C","P"],"herm":"BC182"},{"id":"11.2.4","n":"Required-learning exception monitoring","d":"Identify overdue requirements and retain approved exemptions, extensions, and remediation status.","cls":"Expected","src":["C"],"herm":"BC182"}],"herm":["BC182","BC170"]},{"id":"11.3","n":"Career and succession","subs":[{"id":"11.3.1","n":"Talent profile","d":"Holds education, experience, skills and interests for each employee.","cls":"Expected","src":["P"],"herm":"BC182"},{"id":"11.3.2","n":"Succession planning","d":"Identifies successors for key roles with readiness ratings.","cls":"Expected","src":["C","P"],"herm":"BC182"},{"id":"11.3.3","n":"Career paths","d":"Shows employees possible next roles and the skills they require.","cls":"Emerging","src":["P"],"herm":"BC182"},{"id":"11.3.4","n":"Skills inference","d":"Infers employee skills from records and activity to fill the talent profile.","cls":"Emerging","src":["C","P"],"herm":"BC182"},{"id":"11.3.5","n":"Workforce skills gap analysis","d":"Compare recorded workforce skills with role requirements and institutional development priorities.","cls":"Expected","src":["C"],"herm":"BC182"}],"herm":["BC182","BC174","BC144"]}]},{"n":"12","name":"Reporting and compliance","desc":"Produces operational reporting, regulatory returns and auditable records.","caps":[{"id":"12.1","n":"Operational reporting","subs":[{"id":"12.1.1","n":"Delivered HR and payroll reports","d":"Provides standard reports for headcount, payroll registers, leave and positions.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"12.1.2","n":"Ad hoc reporting","d":"Lets authorized users build and save reports without IT help.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"12.1.3","n":"Dashboards","d":"Shows workforce measures on role-based dashboards with drill-down.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"12.1.4","n":"Scheduled report distribution","d":"Runs reports on a schedule and delivers them securely.","cls":"Expected","src":["P"],"herm":"BC211"}],"herm":["BC211"]},{"id":"12.2","n":"Regulatory reporting","subs":[{"id":"12.2.1","n":"IPEDS human resources survey","d":"Produces the federal IPEDS HR survey from employee data.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"12.2.2","n":"EEO and affirmative action reporting","d":"Produces EEO reports and affirmative action plan data.","cls":"Expected","src":["P","G"],"herm":"BC170"},{"id":"12.2.3","n":"Veteran employment reporting","d":"Produces VETS-4212 data on protected veteran employees.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"12.2.4","n":"Salary survey extracts","d":"Produces standard extracts for higher-ed salary surveys.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"12.2.5","n":"UK higher education staff return","d":"Produces the HESA staff record return.","cls":"Specialized","src":["C","P"],"herm":"BC211"},{"id":"12.2.6","n":"Gender pay gap reporting","d":"Calculates statutory gender pay gap measures where required.","cls":"Specialized","src":["P"],"herm":"BC170"},{"id":"12.2.7","n":"Pay transparency compliance","d":"Publishes required salary ranges on postings and produces pay data reports.","cls":"Emerging","src":["P"],"herm":"BC170"},{"id":"12.2.8","n":"Compliance submission validation","d":"Validate statutory extract completeness and consistency and retain submitted versions and correction history.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"12.2.9","n":"New-hire statutory reporting","d":"Produce required new-hire submissions for supported employment jurisdictions.","cls":"Core","src":["C"],"herm":"BC170"}],"herm":["BC211","BC170"]},{"id":"12.3","n":"Workforce analytics","subs":[{"id":"12.3.1","n":"Headcount and FTE analytics","d":"Analyzes headcount and FTE by unit, class and time.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"12.3.2","n":"Turnover and retention analytics","d":"Measures turnover and retention by group and reason.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"12.3.3","n":"Attrition prediction","d":"Predicts which employees are likely to leave.","cls":"Emerging","src":["P"],"herm":"BC144"},{"id":"12.3.4","n":"Natural language queries","d":"Answers workforce questions typed in plain language.","cls":"Emerging","src":["C","P"],"herm":"BC144"},{"id":"12.3.5","n":"Compensation and benefit cost analysis","d":"Analyze workforce pay and benefit costs by worker population, campus, organization, and funding dimension.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"12.3.6","n":"Historical workforce snapshots","d":"Reconstruct workforce attributes and organizational relationships as of defined reporting dates.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"12.3.7","n":"Absence and working-time analysis","d":"Analyze leave usage, absence trends, overtime, and working-time exceptions.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"12.3.8","n":"Workforce movement reporting","d":"Report hires, transfers, promotions, separations, vacancies, and turnover over selected periods.","cls":"Expected","src":["C"],"herm":"BC211"}],"herm":["BC211","BC144"]},{"id":"12.4","n":"Audit and records","subs":[{"id":"12.4.1","n":"Audit trail","d":"Logs who changed which data, when, and the before and after values.","cls":"Core","src":["C","P"],"herm":"BC163"},{"id":"12.4.2","n":"Employee document storage","d":"Stores employee documents against the person record with access controls.","cls":"Expected","src":["P"],"herm":"BC145"},{"id":"12.4.3","n":"Records retention","d":"Applies retention schedules and purges records when due.","cls":"Expected","src":["P"],"herm":"BC145"},{"id":"12.4.4","n":"HR control exception tracking","d":"Track invalid employment combinations, missing approvals, and other control exceptions through resolution.","cls":"Expected","src":["C"],"herm":"BC163"},{"id":"12.4.5","n":"Workforce audit evidence packages","d":"Export selected personnel records, payroll results, approvals, and supporting evidence for authorized audit requests.","cls":"Expected","src":["C"],"herm":"BC163"}],"herm":["BC163","BC145"]}]},{"n":"13","name":"Self-service and workflow","desc":"Lets employees and managers act directly and routes work for approval.","caps":[{"id":"13.1","n":"Employee self-service","subs":[{"id":"13.1.1","n":"Personal data updates","d":"Lets employees update address, contacts, banking and tax elections.","cls":"Core","src":["C","P"],"herm":"BC183"},{"id":"13.1.2","n":"Pay statements and tax forms online","d":"Gives employees online pay statements and year-end tax forms.","cls":"Core","src":["P"],"herm":"BC183"},{"id":"13.1.3","n":"Mobile app","d":"Provides core self-service tasks in a native mobile app.","cls":"Expected","src":["P"],"herm":"BC183"},{"id":"13.1.4","n":"Conversational assistant","d":"Answers employee questions and completes simple tasks through chat.","cls":"Emerging","src":["P"],"herm":"BC183"},{"id":"13.1.5","n":"Accessible and mobile HR experience","d":"Support applicable accessibility requirements and supported mobile access for employee and manager transactions.","cls":"Platform","src":["C"],"herm":"BC183"},{"id":"13.1.6","n":"Employee payroll elections","d":"Allow employees to maintain permitted payment and tax elections with verification and effective dates.","cls":"Core","src":["C"],"herm":"BC183"}],"herm":["BC183","BC216"]},{"id":"13.2","n":"Manager self-service","subs":[{"id":"13.2.1","n":"Team view","d":"Shows managers their team's jobs, pay, leave and pending items.","cls":"Expected","src":["P"],"herm":"BC216"},{"id":"13.2.2","n":"Manager-initiated actions","d":"Lets managers start hires, changes and terminations for their team.","cls":"Expected","src":["P"],"herm":"BC216"},{"id":"13.2.3","n":"Delegation and proxies","d":"Lets approvers delegate authority for a period.","cls":"Expected","src":["P"],"herm":"BC216"}],"herm":["BC216","BC183"]},{"id":"13.3","n":"Workflow and approvals","subs":[{"id":"13.3.1","n":"Configurable approval routing","d":"Routes transactions through approvals defined by type, organization and amount.","cls":"Core","src":["C","P","G"],"herm":"BC216"},{"id":"13.3.2","n":"Funding-based routing","d":"Adds approvers based on the funds or grants a transaction charges.","cls":"Expected","src":["C","P"],"herm":"BC216"},{"id":"13.3.3","n":"Escalation and reminders","d":"Reminds and escalates approvals that pass their deadline.","cls":"Expected","src":["P"],"herm":"BC216"},{"id":"13.3.4","n":"Form builder","d":"Lets administrators build online forms that feed workflows.","cls":"Expected","src":["P"],"herm":"BC216"},{"id":"13.3.5","n":"Approval inbox","d":"Collects all pending approvals for a user in one list, including on mobile.","cls":"Expected","src":["P"],"herm":"BC216"},{"id":"13.3.6","n":"Electronic acknowledgment and signature handoff","d":"Capture permitted acknowledgments and exchange documents with signature services when formal signatures are required.","cls":"Expected","src":["C"],"herm":"BC216"},{"id":"13.3.7","n":"Guardrailed HR process agents","d":"Execute explicitly authorized routine HR steps within permission limits, approval boundaries, and retained execution logs.","cls":"Emerging","src":["C"],"herm":"BC216"},{"id":"13.3.8","n":"Return, correction, and reapproval","d":"Return transactions for correction and restart required approvals when material details change.","cls":"Core","src":["C"],"herm":"BC216"},{"id":"13.3.9","n":"Sequential and parallel review","d":"Require ordered or concurrent reviewers and enforce defined approval completion conditions.","cls":"Expected","src":["C"],"herm":"BC216"}],"herm":["BC216","BC144"]},{"id":"13.4","n":"HR service delivery","subs":[{"id":"13.4.1","n":"HR inquiry case management","d":"Tracks employee questions and requests to HR as cases with service levels.","cls":"Expected","src":["P"],"herm":"BC183"},{"id":"13.4.2","n":"HR knowledge base","d":"Publishes HR policies and answers searchable by employees.","cls":"Expected","src":["P"],"herm":"BC183"},{"id":"13.4.3","n":"AI-assisted HR service responses","d":"Draft contextual HR responses from approved sources while respecting permissions and routing consequential decisions to staff.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"13.4.4","n":"Contextual policy guidance","d":"Present relevant HR policies and transaction instructions based on worker category and process context.","cls":"Expected","src":["C"],"herm":"BC183"}],"herm":["BC183","BC144"]}]},{"n":"14","name":"Integration, security and operations","desc":"Connects the system to other campus systems and keeps it secure, available and current.","caps":[{"id":"14.1","n":"Integration","subs":[{"id":"14.1.1","n":"Published APIs","d":"Provides documented APIs to read and write HR and payroll data.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.1.2","n":"Event notifications","d":"Publishes business events such as hires and terminations to subscribing systems.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"14.1.3","n":"Student system integration","d":"Exchanges person, enrollment and course assignment data with the student system.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.1.4","n":"Finance system integration","d":"Exchanges funding validation and labor cost postings with the finance system.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.1.5","n":"Identity 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role.","cls":"Platform","src":["P"],"herm":"BC138"},{"id":"14.2.5","n":"Segregation of duties controls","d":"Detects and prevents conflicting access combinations.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"14.2.6","n":"Privacy request handling","d":"Supports access, correction and deletion requests under privacy law.","cls":"Platform","src":["P"],"herm":"BC138"},{"id":"14.2.7","n":"Access review and certification","d":"Provide entitlement inventories and retain periodic access review and removal decisions.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"14.2.8","n":"Confidential case and document security","d":"Apply additional access boundaries to employee relations, medical, accommodation, and other restricted personnel records.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"14.2.9","n":"Privileged and service-account controls","d":"Limit elevated and machine access through scoped permissions, credential controls, and activity records.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"14.2.10","n":"AI data-use and human-oversight controls","d":"Control workforce data available to AI features and require review and traceability for AI-supported employment actions.","cls":"Platform","src":["C"],"herm":"BC139"}],"herm":["BC139","BC138"]},{"id":"14.3","n":"Tenancy and deployment","subs":[{"id":"14.3.1","n":"Deployment model","d":"Runs as multi-tenant SaaS, single-tenant cloud or on premises.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.3.2","n":"Non-production environments","d":"Provides sandbox and test environments refreshed from production.","cls":"Platform","src":["P","G"],"herm":"BC204"},{"id":"14.3.3","n":"Multi-campus tenancy","d":"Serves several campuses or institutions in one tenant with data separation.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"14.3.4","n":"Data residency","d":"Keeps data in a chosen country or region.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"14.3.5","n":"Localization and language support","d":"Provide supported interface languages, local date and number formats, and jurisdiction-specific presentation.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"14.3.6","n":"Nonproduction workforce data masking","d":"Mask or substitute sensitive personnel and payroll information in testing and training environments.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"14.3.7","n":"Workforce data portability","d":"Export personnel records, payroll history, configuration references, attachments, and audit history in documented formats.","cls":"Platform","src":["C"],"herm":"BC204"}],"herm":["BC204","BC203","BC138"]},{"id":"14.4","n":"Upgrade and operations","subs":[{"id":"14.4.1","n":"Upgrade model","d":"Delivers updates on a fixed release cadence or through customer-scheduled upgrades.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"14.4.2","n":"Configuration 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