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.
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.
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 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...

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