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RFP Template
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The FREE sample includes Instructions (PDF), Table of Contents and sample Requirements Specification (MS Excel) and sample RFP Template (MS Word) - 247 KB zip file. Works in all versions of MS Excel / Word from 97-2003 to 2016.

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Human Resource (HR) & Payroll Software RFI / RFP Template

Quickly and easily gather HR & Payroll system requirements, prepare your RFI and RFP, and evaluate vendor responses

This ‘HR & Payroll RFI/RFP Template’ covers nearly everything you need for gathering HR & Payroll system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating and comparing vendor responses.

The HR & Payroll Software RFI/RFP Template will:

Essentials Version

3087 Criteria

GBP 195 *

Click here to buy: HR & Payroll RFI/RFP Template - Essentials Version

 

Professional Version

3609 Criteria

GBP 235 *

Click here to buy: HR & Payroll RFI/RFP Template - Professional Version

 

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Save you time identifying and gathering your new software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI and RFP by just filling in the blanks. And as the templates are available in MS Excel / Word, you can quickly and easily amend to your precise needs.


Save you effort as you don’t have to start from scratch. The template reduces the effort involved with specifying requirements and preparing RFI’s / RFP’s.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.


Save you money as you can use the template yourself. There’s no need for extra staff or resources to help you specify your requirements or prepare your RFI and RFP.


Reduce the risk of selecting the wrong HR & Payroll system by providing clarity and transparency. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution for your organisation.


It's not like other HR & Payroll system requirements / RFI / RFP templates, because it’s:

  • Totally impartial and unbiased towards any software vendor
  • International covering HR and Payroll systems requirements for the UK, USA, Canada and Australia. The general HR and Payroll system requirements are suitable for use in all countries.
  • Completely flexible and can also be used for other software selection tasks such as justifying projects, obtaining board approval, brainstorming systems requirements, gap analysis.

 

Key features

The HR & Payroll RFI/RFP Template comprises:

  • The ‘Requirements Specification’ spreadsheet, listing HR and Payroll system requirements in a logical order, for quick and easy configuration to your needs. Plus a table of contents and evaluation scores comparison chart.
  • Separate, easy-to-amend RFI and RFP Templates (MS Word documents), to save you time creating your own RFI and RFP.
  • A Business Analysis spreadsheet, to help you understand your current situation and collect more information.
  • Clear instructions, selection guide and RFI/RFP tips (PDF document)

Comparison of Versions - Contents

Essentials Version

Professional Version

Instructions, Guide and Tips (PDF)

Yes

Yes

RFI Template (MS Word)

Yes

Yes

RFP Template (MS Word)

Yes

Yes

Business Analysis (MS Excel)

Yes

Yes

Requirements Specification modules (MS Excel):

 

 

- HR-core

Yes

Yes

- self service

Yes

Yes

- recruiting

Yes

Yes

- time and attendance / workforce management

Yes

Yes

- absence management

Yes

Yes

- training / learning management

Yes

Yes

- health and safety monitoring

Yes

Yes

- payroll-core

Yes

Yes

- payroll bureau / outsourcing

Yes

Yes

- employee expenses

Yes

Yes

- P11D (UK only)

Yes

Yes

- common requirements across all modules

Yes

Yes

- systems operations

Yes

Yes

- technology requirements

Yes

Yes

- software / system support and services

Yes

Yes

- talent management

 

Yes

- company car fleet management

 

Yes

- advanced analytics and business intelligence

 

Yes

If you only need HR or Payroll, see the HR RFI/RFP Template or Payroll RFI/RFP Template.

“We have used the Axia System Requirements Checklists (Templates) as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.”

Richard Mackenzie, MRM Programme Manager, RAC, Perth, Western Australia

“I found the HR and Payroll checklist (Template) very comprehensive and extremely useful in forming a base document to utilise in the selection of a new HR solution. It certainly saved us a huge amount of time in compiling a list of requirements, excellent”

Richard Buckingham, HR Systems Analyst, Mizuho Corporate Bank, London, UK

“I bought your very useful doc on Payroll and HR system requirements last September and used it to form the basis of an ITT I prepared for the University. While I was sure it would be useful, I’ve been more than impressed with it in practice and have been extolling its virtues to one and all.”

Dr Chris Lambe, Project Manager, University of Reading, Berkshire, UK

“We recognised from the outset that a key to the success of the project would be to get the functional specification for the procurement stage absolutely clear. With the Axia Checklist (Template), we have been able to do so much more though. It has given us a really good start with our task of discussing with key stakeholders exactly what they require from a HR / Payroll system at both a strategic and operational level, and has also given us a methodology for collecting volumetric data about the Council. We have also already used the Checklist to very good effect when choosing an interim Recruitment system solution when the Checklist helped no end in focusing us in on what exactly we wanted from a system. My only surprise is that the Checklist is so reasonably priced - we must have already had a return on our original investment several times over!”

Chris Burrows, HR Manager (eHR), Coventry City Council, West Midlands, UK

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