HR Technology & Operations - Tools & Templates

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.

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.

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 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.
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