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Payroll RFP
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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) - 223 KB zip file. Works in all versions of MS Excel / Word from 97-2003 to 2016.

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Payroll Software RFI / RFP Template

Quickly and easily gather payroll system requirements, prepare your RFI and RFP, and evaluate vendor responses

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

The Payroll Software RFI/RFP Template will:

Payroll RFI/RFP Template

1920 Criteria

GBP 125 *

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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 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 Payroll system requirements / RFI / RFP templates, because it’s:

  • Totally impartial and unbiased towards any software vendor
  • International covering payroll systems requirements for the UK, USA and Canada. The general 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 Payroll RFI/RFP Template comprises:

  • The ‘Requirements Specification’ spreadsheet, listing 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)

Contents

Payroll RFI/RFP Template

Instructions, Guide and Tips (PDF)

Yes

RFI Template (MS Word)

Yes

RFP Template (MS Word)

Yes

Business Analysis (MS Excel)

Yes

Requirements Specification modules (MS Excel):

 

- payroll-core

Yes

- payroll bureau / outsourcing

Yes

- self service

Yes

- employee expenses

Yes

- P11D (UK only)

Yes

- common requirements across all modules

Yes

- systems operations

Yes

- technology requirements

Yes

- software / system support and services

Yes

 If you also need HR, see the combined HR + Payroll RFI/RFP Template.

“The HR/Payroll RfP made capturing requirements far quicker. I implemented the use of this RfP to help our stakeholders review and prioritise requirements for their proposed HR/Payroll system. It has proved to be a very valuable tool and has significantly reduced time and therefore costs. In addition, the support I’ve received from Axia has been excellent; any questions have been answered quickly. Well done. An excellent product and service.”

Kate McSwan National Galleries of Scotland and National Library of Scotland, Edinburgh, Scotland


“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

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