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HR Technology & Operations - Tools & Templates

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HR Metrics Library This metrics library consists of a list of potential HR metrics. This list is not comprehensive and should be used as a starting point from which to select your own metrics.
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.
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...