HR Technology & Operations - Tools & Templates

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.

Social Media Metrics Tracking Tool

Use this tool to evaluate social media efforts and identify areas for improvement in posted content and across media channels by recording key metrics performance.

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.

HR Social Media Plan

Use this template to document social media goals, evaluate current social media practices, and record guidelines.

Social Media Boolean Search Tool

Use this tools to customize, create, and execute Boolean search strings for a variety of roles and platforms.

HRIS Strategy Documentation Tool

Use this tool to document the results of project activities or to generate ideas for the activities themselves.

HRIS Primer

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

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.
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