Home: Resources for Selecting Software
Vendor Selection
Check Sheet

Quick Links

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




Fully web enabled


Includes web based recruitment


Can support: ___ number of users


Time and attendance


1. (special requirements)


Absence management




Talent management








Meets key technology requirements? (Y/N)

In house system


1. (special requirements)


Database: ___




Operating system: ___




SaaS / Cloud








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)




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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