HR Technology & Operations - Tools & Templates

HR Technology Requirements Template

Use this workbook to document requirements to be shared with vendors during an RFx.

Select an HR Technology Evaluation and RFx Scoring Tool

Use this tool to evaluate and compare the results of an RFx process quickly and easily.

Select an HR Technology Organizational Needs Assessment Workbook

Use this workbook to document key findings from an organizational needs assessment prior to selection.

Standard Vendor Response Template

Use this template to create a standard vendor response template.

Select an HR Technology Vendor Communication Tool

Use this tool for sample communications for vendors during initial outreach, demo scripts, and reference checks.

Select an HR Technology Vendor Demo Scoring Tool

Use this tool to evaluate and score vendor demonstrations based on defined requirements and the format outlined in the demo script.

HR Services: Manager Satisfaction Survey

Use the HR Services: Manager Satisfaction Survey to collect valuable manager feedback on HR services to drive efficiency and ensure continuous customer service excellence...

Get the Most Out of Your HR Technology Workbook

This tool is part of the Get the Most out of Your HR Technology blueprint and is used to document and assist with this process.

Digital Transformation Current State Assessment Tool

Use this tool to better understand the current state of the tactical critical success factors for digital transformation in the organization.

Select a Technology Implementation Partner Workbook

Use this tool to record and compile identified critical success factors and needs in McLean & Company's Select a Technology Implementation Partner blueprint to develop RFx...
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