HR Technology & Operations - Tools & Templates

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HR Policy Needs and Priority Assessment Tool Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.
Policy Draft Review Form Use this template to solicit feedback from stakeholders on policy development.
Editorial Calendar Template Use this template to determine the type of content to be shared across social media platforms, assign content authors, and schedule content posts.
Business Case Workbook Use this tool to document all the elements of your business case analysis.
Request for Information Template Use this template to help you prepare a Request for Information (RFI) to potential vendors.
Request for Quotation Template Use this template to help you prepare a Request for Quotation (RFQ) from potential vendors.
Business Case Close-Out Form Use this template to close out your business case after a decision has been reached.
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.
Sample Vendor Reference Check Questions Use this template to plan ahead when interviewing a vendor's references. Determine the suitability of the vendor by asking the right questions of its previous clients.
HR Systems Process Owner Assignment Guide Use this guide to to choose the right process owners and assign them to the right position.

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