System Implementation Go Live Checklist

Modified on Thu, 10 Mar, 2022 at 5:24 PM

System Implementation Go Live Checklist (Last Updated On)		dd/mm/yy
User Company Name	ABC International Holdings Bhd
Project	Worksy HCM System

No.	Tasks	PIC	Mandatory (M)/ Optional (O)	Briefing Session 1 (Kick Off)	Briefing Session 2 (Walkthru)	Briefing Session 3 (Walkthru)	Review Session 1	Review Session 2	Review Session 3
No.	Tasks	PIC	Mandatory (M)/ Optional (O)	dd/mm/yy	dd/mm/yy	dd/mm/yy	dd/mm/yy	dd/mm/yy	dd/mm/yy
A.	Project Preparation & Static Data
1	Project Plan Meeting + Schedule and timeline + Employee Master Data Preparation Briefing	HR Manager	M	√
2	Company	HR Manager	M	√
3	Branch	User	O	√
4	Category	User	O	√
5	Division	User	O	√
6	Department	User	O	√
7	Section	User	O	√
8	Line	User	O	√
9	Work Location	User	O	√
10	Cost Centre	User	O	√
11	Position	User	O	√
12	Job Grade	User	O	√
B.	Employee Data Migration
13	Employee master data preparation	User	M	√
14	Account activation and basic configuration	User	M	√
15	Employee Data Cleansing	User	M	√
16	Import employee profile master data	HR Manager	M	√
17	Employee Module & ESS System Walkthrough Briefing	HR Manager	M		√
18	Verify employee master data	User	M		√
19	Verify Setting > General > Company, Profile, Bank, Statutory	User	M		√
20	Settings > General > Approval > Approval Workflow Setup	User	M		√
C.	Attendance Module
21	Attendance Module System Walkthrough Briefing	HR Manager	M		√
22	Settings > Attendance > Shift Master Listing Setup	User	M		√
23	Settings > Attendance > Overtime Listing Setup	User	M		√
24	Settings > General > Holiday Master Listing Setup	User	M		√
25	Settings > Attendance > Schedule Listing Setup	User	M		√
26	Settings > Attendance > Location Listing Setup	User	O		√
27	Attendance > Batch > Batch Assign Schedule to Respective Employees	User	M		√
28	Import Previous Month Clock Data	User	O				√
29	Simulation of all scenarios for Overtime Request / Approval, Attendance Allowance, Absenteeism, Duty Roster.	User	O				√
D.	Leave Module
30	Leave Module System Walkthrough Briefing	HR Manager	M		√
31	Settings > Leave > Leave Type Listing & Entitlement Setup +Add Zero Entitlement as Priority 1	User	M		√
32	Settings > Leave > Unpaid Leave Listing Setup	User	M		√
33	Settings > Leave > Replacement Leave Listing Setup	User	O		√
34	Settings > Leave > Time Off Listing Setup	User	O		√
35	Settings > Leave > Unpaid Time Off Listing Setup	User	O		√
36	Leave > Generate Zero Entitlement for Previous Year	User	M				√
37	Import > Leave > Import Leave Adjustment > Import Outstanding Leave Brought Forward from Previous Year	User	M				√
38	Settings > Leave > Leave Type Listing & Entitlement Setup +Move Zero Entitlement to Lowest Priority	User	M				√
39	Leave > Generate Entitlement for Current Year	User	M				√
40	Simulation all scenarios for Leave Types, Unpaid Leave, Time Off, Replacement Leave	User	O				√
E.	Claim Module
41	Claim Module System Walkthrough Briefing	HR Manager	M			√
42	Settings > General > System Label > Claim Category Setup	User	O			√
43	Settings > Claim > Claim Item Listing, Limit, Entitlement Setup	User	M			√
44	Settings > Claim > Claim Group Listing Setup to assign Claim to Employees	User	M			√
45	Simulation of all scenarios for Leave Types, Unpaid Leave, Time Off, Replacement Leave	User	O				√
F.	Payroll Module
46	Payroll Module System Walkthrough Briefing	HR Manager	M			√
47	Settings > General > System Label > Payroll Cycle Setup	Payroll User	O			√
48	Settings > Payroll > Payroll Item Listing	Payroll User	M			√
49	Settings > Payroll > Payroll Policy Setup, assign to Employees	Payroll User	M			√
50	Settings > Payroll > Payroll Policy Setup, assign to Employees	Payroll User	M			√
51	Settings > Payroll > Payroll Payment Submission Setup, assign to HR Admin	Payroll User	M			√
52	Import > Payroll > Import Fixed Transactions, assign to Employees	Payroll User	M				√
53	Import > Payroll > Import Individual Transactions	Payroll User	M				√
54	Payroll > Transactions > Key In Payroll Figure Take On, using Previous Month EA lumpsum figures	Payroll User	O				√
55	Payroll > Process > Monthly > Process Current Month Payroll + Simulate Current Month Payroll, Statutory Results, & Compare with Your Existing Records	Payroll User	M				√
56	Test Upload Payment Files for Bank & Statutory Bodies	Payroll User	M				√
G.	HR Conducts HOD & Staff Training
57	Prepare HOD & Staff Training Slides	HR Manager						√
58	Conduct HOD & Staff Training	User						√
I.	Go Live Preparation
59	HR send Email Invite for Staff Login	HR Manager						√
60	Verify assign Schedule for all staff	HR Manager						√
61	Verify generate leave entitlement for 2022	HR Manager						√
62	Verify generate claim group for all staff	HR Manager						√
63	Staff Clocks In for First-Time	User							√
64	Attendance, Leave, Claim Go Live	User							√
65	Payroll Go Live	Payroll User							√