Quickly and easily gather your system requirements and prepare your RFI & RFP.
Learn more about RFI/RFP Templates for:
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.
Software version (latest available)
Date / time
Vendor experience in your industry
Meets key functionality / requirements - in outline, within latest software version? (Y/N)
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)
Meets key technology requirements? (Y/N)
In house system
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?
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.
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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