Screen Shots

Payroll RFI/RFP Template

Request For Proposal Template - for Payroll Software

Request for Proposal Template

Payroll RFI/RFP Template: Employee Pay

Payroll - Employee Pay and Allowances

Payroll RFI/RFP Template: Payroll Calculations

Payroll Calculations (with example requirements specified)

Payroll RFI/RFP Template: e-Expenses

Payroll Expenses (with example vendor responses and evaluation scoring)

Payroll RFI/RFP Template: Comparison of RFP Evaluation Scores

Payroll - Comparison of Evaluation Scores

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Revised format Templates - for ease and speed of use.

Separate RFI and RFP templates (in MS Word), and Business Analysis and Requirements Specification templates (in MS Excel).

Request For Proposal Template (left) - just fill in the blanks and / or configure as required.

The RFI Template is a similar format, for you to fill in the blanks and configure as required.

Use the Requirement Specification (left) to list your functional requirements and use the additional columns for stating:
- (C) criteria currently in use
- (W) importance weighting of a future requirement
- Vendor response to your requirements
- (S) your scoring of the vendor response
- (WS) weighted score (automatically calculated)

Configure your functional requirements to your precise needs.

Add, delete or amend  as necessary. Or even change the layout - you have complete flexibility.

Example of currently in use (C) column, amended
with (Y) to note functions which are currently used.

Example of importance weighting (W) or priority for each future requirement. Various numerical ranges can be used, however, an easy-to-use range is:

4 - a mandatory requirement
3 - an essential requirement
2 - a desirable requirement
1 - a nice to have requirement
0 - not needed

Example of a vendor response, stating how their software / version meets your requirements.

Example of evaluation and scoring (S) of the software vendor responses. Various numerical ranges can be used, however, an easy-to-use scoring range is:

3 - requirement exceeded
2 - requirement fully met
1 - requirement partially met
0 - requirement not met

Example of weighted scores (W x S = WS).

Use these and the Comparison of Evaluation Scores Chart below to compare results and different software / vendor solutions.

Example of  the ‘Comparison of Evaluation Scores Chart’ - for a visual summary of evaluation scores.

In this example, evaluation scores and evaluation weighted scores are better than target for Payroll- Core, Bureau and Self Service. But they are worse for Employee Expenses and P11D - indicating that these modules do not meet requirements or may have problems and require further investigation.

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