Evaluation checklist

A repeatable checklist for comparing HRMS vendors

Use the same weighted requirements, demo scenarios and evidence standard for every shortlisted product so presentation quality does not hide operational gaps.

Required

A missing capability blocks selection.

Weighted

Important capabilities affect the score proportionately.

Verified

A claim counts only after evidence or demonstration.

01

Product and workflow

Score the complete workflow, including exceptions and approvals.

  • Employee record and lifecycle
  • Attendance, leave, shifts and mobile use
  • Payroll calculations and statutory needs
  • Talent and service workflows
  • Reporting and auditability

02

Technology and control

Review the operating model behind the interface.

  • Roles and permissions
  • SSO and provisioning
  • APIs and integration ownership
  • Data export and retention
  • Security documentation

03

Delivery and commercials

Compare what it takes to reach a stable go-live.

  • Migration scope
  • Implementation milestones
  • Training and adoption
  • Support and escalation
  • Full recurring and one-time cost
Practical answers

Questions about evaluation checklist

Clear answers to common evaluation, implementation and operating questions.

01Should every feature have equal weight?

No. Weight capabilities according to business risk, frequency and strategic importance, and identify true blockers separately.

Continue evaluating

Explore the evidence and workflows connected to this topic.

Discuss your requirements