HR Technology - Tools & Templates

Agentic AI Use Case Workbook

Use this tool to complete the work outlined in the Introduction to AI Agents for HR Primer, including identifying value drivers, testing suitability, and preparing to...

HR and IT Collaboration Reflection and Action Planning Worksheet

Use this worksheet to guide HR and IT leaders' reflection around the current and desired state of HR and IT collaboration and establish a roadmap for enhancing their...

HR Technology Strategy Persona Template

Use this template to ensure HR technology strategy decisions are informed by real user needs and experiences, driving better adoption and outcomes.

HR Technology Strategy Workbook

Use this workbook to ensure HR technology strategy decisions are comprehensive, data-driven, and tailored to organizational needs.

HR Technology Requirements Template

Use this workbook to document requirements to be shared with vendors during an RFx.

Select an HR Technology Evaluation and RFx Scoring Tool

Use this tool to evaluate and compare the results of an RFx process quickly and easily.

Select an HR Technology Organizational Needs Assessment Workbook

Use this workbook to document key findings from an organizational needs assessment prior to selection.

Standard Vendor Response Template

Use this template to create a standard vendor response template.

Select an HR Technology Vendor Communication Tool

Use this tool for sample communications for vendors during initial outreach, demo scripts, and reference checks.

Select an HR Technology Vendor Demo Scoring Tool

Use this tool to evaluate and score vendor demonstrations based on defined requirements and the format outlined in the demo script.
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