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Vendor Selection
Check Sheet

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Selecting software vendors

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Vendor selection check sheet

Vendor evaluation questions

Software vendor meeting

Software quality checklist

Quickly and easily gather your system requirements and prepare your RFI & RFP.

Learn more about RFI/RFP Templates for:

Vendor Selection Check Sheet

A pre-RFI questionnaire to assist short listing HR software vendors

Available in MS Word. Easy to amend for other software such as Accounting, CRM, Payroll or ERP.

Basic information

Contact name

 

Vendor name

 

Contact telephone

 

Software name

 

Contact email

 

Software version (latest available)

 

Date / time

 

Vendor experience in your industry

 

Meets key functionality / requirements - in outline, within latest software version? (Y/N)

Human resources

 

Health and safety

 

Includes public sector

 

Fully integrated modules

 

Recruitment

 

Fully web enabled

 

Includes web based recruitment

 

Can support: ___ number of users

 

Time and attendance

 

1. (special requirements)

 

Absence management

 

2.

 

Talent management

 

3.

 

Training

 

4.

 

Meets key technology requirements? (Y/N)

In house system

 

1. (special requirements)

 

Database: ___

 

2.

 

Operating system: ___

 

3.

 

SaaS / Cloud

 

4.

 

ASP

 

5.

 

Meets key business / project requirements? (Y/N)

Outline costs within budget?

 

Can vendors meet your project time scales?

 

Multiple purchase options?

 

Are vendors interested in your project?

 

Next steps

Are requirements met? ... if so, send RFI / await vendor information (if not, stop at this point)

Notes:

 

 

Use the vendor selection check sheet above, or download a FREE copy (MS Word, 48 KB) below or from the download page.

Download a FREE copy of the Vendor Selection Check Sheet - click here

For more system selection information visit: Where to find vendors / Vendor selection process - shortlisting / Vendor evaluation questions / Vendor meeting / Software quality checklist

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