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Payroll RFI/RFP

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 RFI/RFP Template will:

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 standard format 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.

Help you to select the right Payroll System by providing clarity and transparency. You can clearly 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)



  • Instructions, Guide and Tips (PDF)
  • RFI Template (MS Word)
  • RFP Template (MS Word)
  • Business Analysis (MS Excel)
  • Requirements Specification modules (MS Excel) - listing 1920 criteria:
    • payroll-core
    • payroll bureau / outsourcing
    • self service
    • employee expenses
    • P11D (UK only)
    • common requirements across all modules
    • systems operations
    • technology requirements
    • software / system support and services

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


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If you are not completely satisfied with a Template - simply email us within 60 days from purchase.


Get a copy now and save your time gathering payroll system requirements and preparing your RFI/RFP

Download a copy immediately after purchasing from our online shop. In addition, you will receive an email which also has links for you to download a copy and print a receipt.

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Payroll RFI/RFP Template   

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Payroll Software RFI/RFP Template - click here for screen shots

 Payroll Software RFI/RFP Template

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Download a FREE sample of the Payroll RFI/RFP Template

The FREE sample includes Instructions (PDF), table of contents and sample Requirements Specification (MS Excel*) and sample RFP Template (MS Word*) - 223KB zip file. (*) Works in all versions of MS Excel / Word from 97-2003 to 2016.

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

Check out the Table of Contents.

See how to use it from these screen shots.

View product technical details.

“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.”

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

“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!”

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

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