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Project: Globalcostestimator

Release 1 - January 30, 2016

Release Overview

This initial release of SIRVA's Global Cost Estimator tool provides the ability to generate a cost estimate for employees receiving Destination Services and Cross Cultural training benefits.

The first step in the process is configuring a company within the tool. This first release of the tool offers an administration section that allows an administrator to:

- manage user roles
- manage user accounts
- manage policies

Creation of a cost estimate occurs in multiple steps. The first release of the tool provides a workflow, guiding the user through each step with pages for:

1. selecting company policy and relocation assignment type
2. confirming selection of mandatory and optional services provided to the employee
3. entering employee, assignment and family details required for benefit calculations
4. generating the cost estimate
5. reviewing the calculated cost estimate

Summary of Changes

Feature Change Benefit Clients
Manage Roles Allow creation, modification and deletion of roles for the cost estimator tool and assignment of appropriate rights for the roles. Provides custom user roles to ensure user accounts can be established with appropriate security access to features in the Global Cost Estimator. All
Manage Users Allow for the creation, modification and deletion of user accounts and the assignment of appropriate security roles and claims to those user accounts. Gives users access to appropriate features available in the Global Cost Estimator. All
Manage Policies
View
Add & Edit
Configure Benefits
Allow creation, modification and deletion of company policies. Allows identification of relocation benefits for short term, long term or permanent assignments within given policies. This includes specifying if it is an optional or mandatory benefit, the type of calculation to be used in the estimator, and whether a benefit cap is to be applied.

This policy configuration process goes through three status': Under Construction, Active, Inactive. Once a policy/assignment type configuration is activated, a user of the Cost Estimator tool will be able to generate a cost estimate for the assignment of an employee under the policy.
All
Reset Password Provide forgot password link for re-establishing a new password. Users who have forgotten their password will be able to access the site to provide a new password and regain access to the functionality in the site provided by the role assigned to their account. All
Create Cost Estimate
Select Policy & Assignment Type
Select Services
Provide Assignee Information
Review and Submit
View and Edit
Through the use of a wizard, generate a cost estimate for an employee assignment within policies providing Destination Services and/or Cross Cultural Training benefits. Provides a series of web pages for capturing policy, employee, assignment and family details as inputs to the cost estimate generator.

Displays the calculated cost estimate and allows for editing of either the entire cost estimate or specific benefit line items within the cost estimate.
All
Cost Estimate for Cross Cultural Training
Assignee
Dependent
Determine the cost of providing the Cross Cultural Training benefit to the employee and dependents. Creates a cost estimate for employees receiving Cross Cultural Training benefits. All
Cost Estimate for Destination Services
Determine the cost of providing the Destination Services benefit to the employee. Creates a cost estimate for employees receiving the Destination Services benefit. All

Last published about 4 years ago by Doug Snyder.