Preparing a Business Case for an HRIS

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20201029131739man3322c_hris_module_04_05__1_1.xlsx

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.

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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

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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