PHI HCM
HCM software evaluation worksheet
Updated: September 21, 2026
https://phihcm.com/guides/hcm-buyers-guide#evaluation-worksheet

Purpose: compare software using the same requirements and fictional records.
This is an evaluation aid, not a customer case study, product screenshot,
product specification, quote, or guarantee of implementation results.
Do not put real employee, payroll, health, or credential data into public forms.

Team / organization:
Evaluation date:
Vendor / product:
First-rollout priorities:
Systems that will remain in place:

Use one of these findings for each scenario:
- Demonstrated as required
- Needs configuration
- Depends on a separate system or service
- Not supported
- Not yet verified

1. EMPLOYEE TRANSFER
Scenario: a fictional employee changes teams at a pay-period boundary.
Check: effective date, manager, organization, permissions, downstream impact.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

2. MISSING TIMECARD PUNCH
Scenario: an employee records a start time but misses an end time.
Check: exception visibility, correction history, calculations, approval cutoff.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

3. SCHEDULE COVERAGE GAP
Scenario: approved leave creates a gap for a required role at a location.
Check: availability, skills, policy constraints, conflicts, publication owner.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

4. PAYROLL HANDOFF
Scenario: approved hours become payroll inputs and reviewed results.
Check: identifiers, earning codes, period, export format, reconciliation totals.
Confirm tax filing, remittance and employee payment delivery separately.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

5. BUSINESS INTELLIGENCE
Scenario: review a workforce or payroll report for one period and population.
Check: metric definition, filters, source records and role-based access.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

6. LEAVE OR NEW-HIRE WORKFLOW
Scenario: follow a leave decision or accepted hire through employee setup.
Check: required information, responsible roles, approvals, downstream updates.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

7. BENEFITS ENROLLMENT CHANGE
Scenario: a fictional employee changes a benefit election for an effective date.
Check: plan eligibility, coverage tier, review status, deduction start, access.
Confirm carrier acceptance and any separate administrator services explicitly.
Our requirement:
What was demonstrated:
Finding:
Unverified items / separate services:
Acceptance owner and next action:

BEFORE AGREEING A ROLLOUT
Confirm modules, licensing, supported configuration, integrations, security
responsibilities, migration, testing, training, support, acceptance and release.
Separate demonstrated capabilities from roadmap items and unverified claims.
Record all open dependencies and their owners. Do not use a sales statement
alone as an acceptance test.

Prepare a PHCM demonstration: https://phihcm.com/#contact