Preparing a Business Case for an HRIS
Details
| How to use this template | |
| 1) Enter the vendor name at the top of the sheet | |
| 2) Review the features and remove any that are not needed for your business. | |
| 3) Fill-in the checklist using the Availability Key. | |
| 4) To compare vendors, repeat the process using the second sheet. Create as many copies as you need. | |
&"Helvetica Neue,Regular"&12&K000000&P
Vendor #1 | Checklist
| HRIS Requirements Checklist | |||||||
| Vendor name: | |||||||
| Availability Key | OOB = Available out of the Box | ADD = Available as add-on | |||||
| 3RD = Available with 3rd party integration | DEV = In development | ||||||
| Priority | Availability | ||||||
| Feature Requirement | (1-3) | OOB | ADD | 3RD | DEV | NA | Notes |
| Employee Records | |||||||
| Employee database | |||||||
| Employee personal profiles | |||||||
| Banking information (direct deposit and SIN) | |||||||
| Custom fields | |||||||
| Org charts | |||||||
| Employee self-service | |||||||
| Documents and e-signatures | |||||||
| Employee self-service | |||||||
| Alerts and reminders | |||||||
| Compensation and role history | |||||||
| Recruiting and onboarding | |||||||
| Custom branded job site | |||||||
| Job postings and online applications | |||||||
| Syndication to online job boards | |||||||
| Custom hiring process | |||||||
| Email templates for offers and rejection | |||||||
| CV and document storage | |||||||
| Email integration | |||||||
| Candidate pool | |||||||
| Invite 3rd party users | |||||||
| Candidate reviews and feedback | |||||||
| One-click onboarding | |||||||
| Digital offer letters | |||||||
| Built in federal and provicinal tax forms | |||||||
| Create and assign tasks | |||||||
| Assign to training programs | |||||||
| Share documents (i.e. handbooks, policies) | |||||||
| Collect e-signatures | |||||||
| Automated benefits enrollment | |||||||
| Automated payroll enrollment | |||||||
| Training | |||||||
| On-line training option | |||||||
| Self-training option | |||||||
| Customized training | |||||||
| Track progress and certifications | |||||||
| Identify skill gaps | |||||||
| Record educational achievements | |||||||
| External training and certifications | |||||||
| Scheduling internal training | |||||||
| Scheduling external training | |||||||
| Education reimbursement | |||||||
| Training hours | |||||||
| Productivity change | |||||||
| Employee satisfaction | |||||||
| Track needed and completed training | |||||||
| Other | |||||||
| Hardware requirements | |||||||
| Monthly cost | |||||||
| One-time license cost | |||||||
| Return on investment (ROI) | |||||||
| Free customer service (vs. additional fee) | |||||||
| Contract length |
&"Helvetica Neue,Regular"&12&K000000&P
Vendor #2 | Checklist
| HRIS Requirements Checklist | |||||||
| Vendor name: | |||||||
| Availability Key | OOB = Available out of the Box | ADD = Available as add-on | |||||
| 3RD = Available with 3rd party integration | DEV = In development | ||||||
| Priority | Availability | ||||||
| Feature Requirement | (1-3) | OOB | ADD | 3RD | DEV | NA | Notes |
| Employee Records | |||||||
| Employee database | |||||||
| Employee personal profiles | |||||||
| Banking information (direct deposit and SIN) | |||||||
| Custom fields | |||||||
| Org charts | |||||||
| Employee self-service | |||||||
| Documents and e-signatures | |||||||
| Employee self-service | |||||||
| Alerts and reminders | |||||||
| Compensation and role history | |||||||
| Recruiting and onboarding | |||||||
| Custom branded job site | |||||||
| Job postings and online applications | |||||||
| Syndication to online job boards | |||||||
| Custom hiring process | |||||||
| Email templates for offers and rejection | |||||||
| CV and document storage | |||||||
| Email integration | |||||||
| Candidate pool | |||||||
| Invite 3rd party users | |||||||
| Candidate reviews and feedback | |||||||
| One-click onboarding | |||||||
| Digital offer letters | |||||||
| Built in federal and provicinal tax forms | |||||||
| Create and assign tasks | |||||||
| Assign to training programs | |||||||
| Share documents (i.e. handbooks, policies) | |||||||
| Collect e-signatures | |||||||
| Automated benefits enrollment | |||||||
| Automated payroll enrollment | |||||||
| Training | |||||||
| On-line training option | |||||||
| Self-training option | |||||||
| Customized training | |||||||
| Track progress and certifications | |||||||
| Identify skill gaps | |||||||
| Record educational achievements | |||||||
| External training and certifications | |||||||
| Scheduling internal training | |||||||
| Scheduling external training | |||||||
| Education reimbursement | |||||||
| Training hours | |||||||
| Productivity change | |||||||
| Employee satisfaction | |||||||
| Track needed and completed training | |||||||
| Other | |||||||
| Hardware requirements | |||||||
| Monthly cost | |||||||
| One-time license cost | |||||||
| Return on investment (ROI) | |||||||
| Free customer service (vs. additional fee) | |||||||
| Contract length |