Hospitality Pre-Analysis Form

Hours spent processing payroll per week (Head count and hours)

How is scheduling handled for your hourly staff?

· What scheduling software package are you currently using if any?

·Is the scheduling done centrally or at the restaurant level?

·Who are the people doing the scheduling?

·How many people are doing the scheduling?

How do you collect the time your employees worked?

· What systems / software do you use for payroll

· Do you use any biometric devices?

· Do you use any mobile devices?

· How does that data get into your payroll?

Who is your current HCM vendor?

Number of states

Number of employees

Accounting package

Do you have any other company systems that will need to be integrated with our System?

How are tips recorded, processed and paid out?  Are tips paid out nightly?

What are your main issues when processing a weekly payroll?

What are your main issues for year end?

Is your current payroll company proactive?

· i.e. – minimum wage changes

· Spread of hours

· 80/20 rule

· Tip recording?                

Potential growth over the next 3-5 years

Projects in scope over the next 12 months?

 *How does this impact your current position 

 w/ HCM?

Company Name, Address, Phone, etc.

LinkedIn connections

Founded- years in business

What does this company do?

Services that the company provides?

Industry or market?       

C Level Executives Contact Information

CEO

CFO

COO

Additional C-Level Executives

Partners - Y / N

Controller

Human Resource Manager

Payroll Manager

Target Markets (Verticals)           

Competition      

Current News, Press or Company Events

How is your company structured organizationally? Number of locations and number of states located in.

Fast Casual

Fine Dining

Management Company

Does each company have a separate FEIN or all paid under eth same?

Are payrolls processed at each location or at a central location?

Why are you currently evaluating?

Are you currently evaluating additional companies’?

Does your current evaluation require RFP?

What challenges are you currently facing?

Along with you, who are the other key colleagues?

What is your company’s’ process to determine a change in systems?

Is there currently a budget in place for this change?

Who will take part in making the final decision?

What is their role in the process?

How many potential users?

Potential Go-Live date