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How To Create An RFI - HR
How To Create An RFI - HR
How To Create An RFI - HR
Criticality C/P/O
Not achievable
Recruitment and selection
Standard
Bespoke
• vacancy creation
Ref Business area Description of requirement Notes
1.0 Recruitment The ability to create a new C
• track applicants
employee from candidate
information as part of a
• success, cost & equal opportunity
successful recruitment process monitoring
2.3 Self-service Ability for staff to access last C • mail merge (post and email)
payslip through self-service
portal • transfer to payroll
• online recruitment
3.7 Learning & Provide training course P
development availability to staff and booking Learning and development
through self-service portal, with
manager approval • training course administration
• online booking
4.1 Interfaces The solution must interface with C
our existing time and attendance
• CPD and NVQs
system
• email / calendar integration
• online appraisals (inc. competency
5.2 Technical The core system must operate on C
requirements a Microsoft SQL-Server database
models)
platform
• skills search and management
How to create the ‘business Note: all critical requirements should Self-service
requirements’ document: be met with a ‘standard’ / ‘standard
• holiday/planned absence request
• Create a spreadsheet based on the with configuration’ response.
and authorisation
grid above (note: the content within
the chart is for example only). Any responses met with ‘bespoke’ or • training request and authorisation
‘not achievable’ should be questioned
• Fill out the second column with the • online appraisals
further as part of the shortlisting
key operational areas within your
process to understand the level of • sickness self-certification
business. We’ve included some
change required and potential risk to
examples – you’ll find many more • online forms e.g. return to work
the implementation.
under the next heading.
Payroll
• Complete the ‘description of Finally, keep this spreadsheet handy
requirement’ part of the grid for each until you are ready to send it • online payslips
of your business areas – again, using (alongside your RFI document) to the
• links to accounts, BACS and time &
the examples below as a guide. vendor.
attendance
• Enter the ‘criticality’ for each row in
your chart. As a guide to responses: Examples of business areas • part payment for starters & leavers
You should request specific details on • managers – may need access to the
Support requirements
certain key elements which should be HR system for the purposes of
You need to understand the standard
common to any implementation approvals and performance
service levels available to you for
methodology: management for their team
support of the system, including
• confirmation of detailed details of where the support team is • employees – dependent on scope of
requirements based, whether it is outsourced to a the system, users may need to
third party, support response times, access the system through a portal,
• hardware and software installation update contact details, access
and what is included and excluded in
• software testing process & signoff the support fee. payslips, or enter absence requests.