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RFP Template

Human Resource (HR) & Payroll RFI/RFP Template

Quickly and easily gather your HR and Payroll system requirements and prepare your Request for Information / Proposal

This ‘HR and Payroll Software RFI/RFP Template’ covers nearly everything you need for gathering your HR and Payroll system requirements, preparing your RFI and RFP, and for evaluating and comparing vendor responses. It includes:

  • A checklist of 3087+ HR and Payroll system requirement features and functions
  • RFI and RFP Templates
  • HR and Payroll system ‘business’ analysis worksheet
  • Instructions, guide and tips for selecting HR and Payroll software

Download a FREE sample or see more product details. The ‘HR and Payroll RFI/RFP Template’ will:


SAVE YOU TIME

The template is quick to use and lists virtually all the HR and Payroll system requirement features and functions you will need. So, you won’t have to think them up from scratch. Just choose those you need and set their priorities. You can easily amend them or add your own HR Payroll system requirements in this simple-to-use Excel spreadsheet.

You’ll also save time preparing your RFI and RFP - just fill in the blanks on the templates and amend as required (in the straightforward MS Word documents) - then issue to vendors.

And, because the templates and requirements follow a standardised format - it’s quick and easy to evaluate and compare vendor responses - and so save even more time.


SAVE YOU EFFORT

Start your requirements gathering with a list of thousands of carefully researched HR and Payroll system features and functions, ready for you to use. It’s comprehensive and detailed. Everything you need is included - saving you effort capturing requirements.

The ‘HR and Payroll RFI/RFP Template’ will enable you to be more thorough and prepare a complete specification, RFI and RFP without missing anything. In addition, it will stimulate your thoughts and ideas about what you want from your new HR and Payroll system.

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

Not only will you save time (and hence money), the ‘HR and Payroll RFI/RFP Template’ is a template you use yourself - so, there’s no need for (or the expense of) extra staff or resources, to help you specify your requirements and prepare an RFP.


REDUCE THE RISK OF SELECTING THE WRONG HR PAYROLL SOFTWARE

The ‘HR and Payroll RFI/RFP Template’ provides clarity and transparency. It combines a standardised format for gathering requirements and preparing your RFI and RFP, with a well-proven and widely used method for selecting new software.

You can see your requirements, easily evaluate and compare vendor responses - and so identify the best solution(s) for your organisation.


IT’S IMPARTIAL

The ‘HR and Payroll RFI/RFP Template’ is impartial and unbiased. It will not force you towards a particular HR and Payroll software or supplier. It will however, lead you to what is best for you – the requirements you need and the best system to do the job.



YOU CAN ALSO USE IT FOR:

  • Justifying HR and Payroll software projects
  • Obtaining board approval
  • Assisting in requirements gathering brainstorming meetings
  • Requirements gap analysis

 


MORE PRODUCT DETAILS...

 

THE HR AND PAYROLL SOFTWARE RFI/RFP TEMPLATE COMPRISES:

  • The Requirements Specification (MS Excel spreadsheet)* - a checklist of HR and Payroll system requirements arranged in a clear 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 time creating your own RFI and RFP.
  • HR and Payroll system Business Analysis (MS Excel spreadsheet), to help you understand your current situation and collect more information.
  • Instructions, selection guide and RFI/RFP tips (PDF document)

(*) listing HR and Payroll systems requirements for the UK, USA, Canada and Australia. Plus general HR and Payroll system requirements suitable for use in any country.

 

TWO VERSIONS ARE AVAILABLE:

  • Essentials version - listing (3087) criteria
  • Professional version - listing (3609) criteria

CONTENTS AND COMPARISON OF VERSIONS

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 separate HR RFI/RFP Template or the Payroll RFI/RFP Template.

FIND OUT MORE...

The Download a FREE sample of the HR and Payroll RFI/RFP Template (247KB zip file), which includes:

  • Sample HR and Payroll System Requirements Specification and Table of Contents (MS Excel)
  • Sample RFP Template (MS Word)
  • Instructions how to use the Template (PDF)

 

Download a FREE sample of the 'HR and Payroll RFI/RFP Template' - click here

 

Or view the full contents details / sample page screen shots / product technical details

 

WHO THE HR AND PAYROLL SOFTWARE RFI/RFP TEMPLATE IS SUITABLE FOR...

It is suitable for anyone involved with replacing their organisation’s HR and Payroll system or selecting new HR Payroll software, irrespective of the size or type of organisation.

Our RFI/RFP Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / public sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

Don’t just take our word for it - see what other people have to say...

 

WHEN TO USE IT...

Use it for the requirements gathering, vendor communications (RFI/RFP) and response evaluation stages of your HR and Payroll software selection process. However, as the template is highly flexible and adaptable, you can use it at nearly every software selection stage!

60-DAY 100% FULL MONEY-BACK GUARANTEE

If you are not completely satisfied with a Template – simply email us within 60 days from purchase and we will give you a full refund on the spot.

PRICES - for electronic delivery straight to your in-box

Essentials  Version

Professional Version

GBP Sterling

195

235

US Dollars $

310*

374*

Euro €

275*

332*

Plus VAT on RFI/RFP Templates sold into the European Union. (*Indicative USD and Euro prices - online shop prices may vary due to exchange rate fluctuations).

WE VALUE YOUR PRIVACY

We will not rent, sell or give your details to any other organisation. We treat every purchase you make in complete confidence. Software vendors will not be able to contact you, unless you make contact first. View privacy statement.

 

GET A COPY NOW

Get a copy from our online shop and have it delivered to your in-box.

You will receive an email straight after payment, which has links for you to download your copy and print a receipt.

Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG/Digital River. Most major credit and debit cards are accepted. All major currencies are accepted.

HR and Payroll RFI/RFP Template Essentials Version

Price for electronic delivery straight to your in-box:

GBP 195

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

 

 

HR and Payroll RFI/RFP Template Professional Version

Price for electronic delivery straight to your in-box:

GBP 235

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

 

If you prefer not to use a credit card or wish to pay by cheque on receipt of an invoice, or need to use a Purchase Order Number, or want a CD, click here.                                             We will despatch your order within 24 hours. GBP Pound Sterling, US Dollars and euro currencies accepted. 30-day terms.

Human Resource (HR) & Payroll Software RFI/RFP Template - click here for screen shots

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

“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

“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

“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 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

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