HR Technology - Tools & Templates

HR Services: Manager Satisfaction Survey

Use the HR Services: Manager Satisfaction Survey to collect valuable manager feedback on HR services to drive efficiency and ensure continuous customer service excellence...

Project Roadmap Tool

Use this tool to create a project plan to support the roadmap and to prepare for technology selection and implementation.

Process Mapping Guide

Use this guide to understand process mapping best practices.

HR Shared Services Business Case Template

Use this template to compose a compelling business case to gain executive buy-in and support for a tailored HR shared service model.

HRIS Primer

Use this primer for an overview of foundational HRIS concepts and knowledge.

HR Systems Process Owner Assignment Guide

Use this guide to to choose the right process owners and assign them to the right position.

HR Information System Readiness Assessment Checklist Template

The Readiness Assessment Checklist is designed to ensure your organization has completed essential tasks prior to moving forward with the HRIS project and presenting the...

HR Information System Business Requirements Template

Use this tool to collect HRIS requirements in alignment with the major functional areas identified in the HRIS Framework.

HR Information System Vendor Demo Script Template

Use this template to support your evaluation of vendors and their HRIS products. Once complete, this template will provide vendors with scenarios that prompt them to...

HR Information System RFP Template

Use a Request for Proposal (RFP) to provide vendors with a detailed account of the requirements and the expected capabilities of the desired system.
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