HR Technology & Operations - Tools & Templates

Learning Technology Strategy Preparation Questionnaire

Use this template to gather information from stakeholders that will inform the learning technology strategy.

Learning Technology Strategy Workbook

Use this tool to document and evaluate outcomes of the current state analysis while building out the learning technology strategy.

Learner Survey Guide

Use this template to create a user survey in order to gain a deeper understanding of learner traits.

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.

HR Information System Evaluation and RFP Scoring Tool

This tool will help you evaluate and compare the results of your HRIS RFP process quickly and easily.

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 Information System Vendor Communication Template

Use this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of...
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