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2. Cover Letter for HR
Automation Software Proposal
2
Dear (client_name),
Thank you for reaching out to us for your HR automation needs. (client_name) needs effective and efficient
automation solutions which help them to increase the quality of their HR operations. We will prepare an automated
HR structure to help increase the operations efficiency and effectiveness.
Through automation we will also work towards improving the efficiency in HR related operations by reducing
dependencies on manual tasks.
We ensure that with our expertise, your company will be able to achieve the below mentioned goals-
o Job Opening Management
o Applicants Management
o Employee Training Data Management
o Employee Benefit Information Management
o HR Documents Management
o Add text here
We will prepare the initial design phase of the project to give you appropriate look and feel of the project.
Feel free to contact us for more information.
Sincerely,
(company_name)
3. 0
Table of Contents
3
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
4. 0
Table of Contents
4
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
5. Project Context and Objectives
for HR Automation Software Proposal
5
Project Context –
We have identified that (client_name) requires HR automation for improving the
efficiency and effectiveness of daily operations, which can help in improve HR task
efficiency and effectiveness.
The company also wants to reduce expenditure of HR activities via efficient use of
latest technology enabled HR software.
Project Objectives –
Job Opening
Management
o Job opening insights,
competency information
and staffing status
o Department job opening
list management
o Add text here
Applicants
Management
o Applicants
status management
o Applicants interview
setup
o Add text here
Employee
Training Data
Management
o List company
training programs
o Printing training class
information sheet
o Add text here
Employee Benefit
Information
Management
o Benefit plan for
each employee
o Benefit cost
information
management
o Add text here
6. 0
Table of Contents
6
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
7. Scope of Services for HR Automation Software Proposal
7
04
o Understand (client_
name) requirements
o Contact automation software
suppliers for purchasing software
o Hire strategic
support/planning/implementation
consultants
o Add text here
Preparation
o Last pre-live testing.
o Start training of all
system users.
o Operations phases confirmation
by functional team.
o Manage change within company
and
HR department
Go Live
o Data migration and integration
from all available sources
o HR workflow and
o processes management
o HRIS module application
o Testing -
o Data Quality
o Automated Processes
o Workflow Operations modules
o 3rd party integrations
o GUI and overall functionality
o Add text here
Implementation
o Appoint internal support staff and
sign long term contract with vendor
if needed
o Auditing system performance.
o Assess system performance
against original project goals.
o Add text here
Live Evaluation
and Support
0301 02
8. 8
o Keep and retain employee
record database according
to government rules
o Add text here
o Distribution of all tax documents to
employee email reminders.
o Add text here
o Send and update emails to floor
monitors, when an employee
leaves the organization
o Add text here o Applicant resumes automatically
submitted online and sent to a
recruiter for analysis
o Add text here
o Routine automated emails
reminder for employees to
review their timesheets.
o Add text here
o Track when employees
become suitable for
benefit enrollment
o Add text here
Core HR Functions for HR Automation Software Proposal
9. Timeframe
for HR Automation
Software Proposal
9
Stages
Duration in
Weeks 1-3
Preparation
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3-5
Implementation
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5-7
Go live
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7-9
Live Evaluation
and Support
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10. 0
Table of Contents
10
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
11. Your Investment
for HR Automation Software Proposal (1/2)
11
Stages Price (in USD)
Preparation 500
Implementation 1000
Go live 1,200
Live Evaluation and Support 1,500
Total (Before tax) 4,200
Taxation Rate (5%) 210
Total 4,410
12. 12
(designer_name) will perform different activities in different phases –
Stages Activities Duration in weeks
Estimated Cost (in
USD)
Preparation
o Understand (client_name) requirements
o Contact automation software suppliers for purchasing software
o Hire strategic support/planning/implementation consultants
o Add text here
1-3 500
Implementation
o Data migration and integration from all available sources.
o HR workflow and processes management.
o HRIS module application.
o Testing-
o Data Quality,
o Automated Processes,
o Workflow Operations, modules,
o 3rd party integrations,
o GUI and overall functionality.
o Add text here
3-5 1000
Go live
o Last pre-live testing.
o Start training of all system users.
o Operations phases confirmation by functional team.
o Manage change within company and HR department
5-7 1,200
Live Evaluation and Support
o Appoint internal support staff and sign long term contract with vendor if
needed
o Auditing system performance.
o Assess system performance against original project goals.
o Add text here
7-9 1,500
Your Investment HR Automation Software Proposal (2/2)
13. Service Packages for HR
Automation Software
Proposal (1/2)
13
Service Price (in USD)
BRONZE
15 hrs/month-
o basic payroll
o benefit management
30,000
Silver
40 hrs/month-
o basic payroll
o benefit management
o HR information system
50,000
Gold
40 hrs/month-
o basic payroll
o benefit management
o HR integration system
o Four employee orientation sessions
70,000
14. 14
SILVER
o Basic payroll
o Benefit management
o HR information system
o Add text here
o Add text here
o Add text here
40 hrs/month-
Price (in USD)
$50,000
GOLD
o Basic payroll
o Benefit management
o HR integration system
o Four employee orientation
sessions
o Add text here
o Add text here
40 hrs/month-
Price (in USD)
$70,000
BRONZE
o Basic payroll
o Benefit management
o Add text here
o Add text here
o Add text here
o Add text here
15 hrs/month-
Price (in USD)
$30,000
Service Packages for HR Automation Software Proposal (2/2)
15. 0
Table of Contents
15
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
16. Why Us for HR
Automation Software Proposal
16
Our client (client_name) requires HR automation services for effective manpower
management solution which includes- routine task email reminders, keeping employee
database, and automatic submission of applicant resumes.
We ensure to HR automation services of which would be time and
budget efficient.
We help in providing
secure and fast HR
automation solutions to
our client for operational
effectiveness
and efficiency.
We provide latest
technology enabled services
that can align administrative
tasks, promote employment
compliance, and
risk management.
We assist our clients to
minimize human errors
and biasness from the
hiring process.
We assist our clients with
latest technology enabled
HR solution which
decrease their cost and
maintain complete data
of employee.
Add text here
Strengths that will add to your firm-
17. About Us for HR Automation Software Proposal
17
Who We Are
We are a team of HR Automation Software Engineers, Coders and Technical
Service Providers
who work in close association with global clients to help them increase their workflow
efficiency, employee retention and hiring solutions.
o To be a global
leader in
HR solutions.
VISION
o Trust
o Consistent
Improvement
o Respect for Diversity
CORE VALUES
o To provide
innovative and
effective HR
solutions for
companies to
minimize
their workload.
MISSION
18. Our Team for HR Automation Software Proposal (1/2)
18
Jasmine Cooper
Director of Software Architecture
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your audience's attention.
Kendra Williams
Project Manager
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your audience's attention.
Natasha James
Assistant Software Developer
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your audience's attention.
19. Our Team for HR Automation Software Proposal (2/2)
19
James Milner
Project Manager
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audience's attention.
Megan Peters
Solution Architect
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your audience's attention.
20. 0
Table of Contents
20
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
21. Client Testimonials for HR Automation Software Proposal (1/2)
21
Company Name
Company Name
William Spencer
Designation
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audience's attention.
John Hooper
Designation
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audience's attention.
22. Client Testimonials HR Automation Software Proposal (2/2)
22
Company Name
Company Name
Company Name
Peter Turner
Designation
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capture your audience's attention.
Adam Watts
Designation
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capture your audience's attention.
Alizabeth Owen
Designation
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capture your audience's attention.
23. Case Study for HR Automation Software Proposal
23
Results-
Automated process for
Development &
Implementation of
Training Programs
Automated
Performance
Management System
Effective
Manpower Management
Add text here
“(company_name) has done a commendable job by developing and redesigning HR Automation framework for us. It was a
remarkable experience to work with such knowledgeable and dedicated professionals. Our HR operations efficiency has
increased by 30% and we had effective HR database framework .”
– John Williams (XYZ Infotech)
Problem-
XYZ infotech is a digital marketing firm in US, they have a variety of solutions for advertising .But For the past 7 months they were facing problems
regarding employee database management and wages management. Due to which their routine HR solutions were hampered.
Our Solution-
We developed latest technology enabled software for employee database management, wages and salary management which resulted in improved
organizational functions effectiveness and efficiency.
24. 0
Table of Contents
24
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
25. Statement of Work and Contract
for HR Automation Software Proposal
25
Date: {date_submitted}
You {client_name}, located at {client_address} are hiring {company_name} located at (address) to
HR Automation Proposal at the estimated total cost of $XXXX as outlined.
Between "us", {company_name}, and "you", {client_name}
Contract
o 3-week opportunity to review our work and
provide feedback
o Not liable to the firm and third party for damages
Services Rendered
o We agree to put our best efforts in return we expect your
cooperation in providing needed information regarding to website
Mutual Cooperation
o Fifty percent of initial fees at the point of contract signing and it
will act as deposit
o Remaining 50% has to be submitted after project completion
Terms of payment
o This agreement should commence from (date)
and shall continue till termination by either party
by not less than 60 days notice given in writing.
Terms and Termination
o All efforts to preserve confidentiality of information
Confidentiality
o Right modify, reject, cancel or stop at any point
processes but are imbibed to reimburse us all
costs and expenses
Plans Cancellation
26. 0
Table of Contents
26
Project Context
and Objectives
Our
Process –
Your Investment
Company
Overview
o Scope of Services
o Core HR Functions
o Time Frame
o Why us
o About Us
o Our Team
Our Past
Experience
Statement of Work
and Contract
Next Steps
o Client Testimonials
o Case Study
27. Next Steps for HR Automation Software Proposal
27
It is requested to read the contract to get the understanding of the details involved in working with us. Everything should be
fair, transparent and easily understandable at the beginning in order to lay a solid foundation for better work relationship.
We firmly believe in clarifying things and sorting out the issues in order to find the most
suitable way to work together.
SIGNATURE
Proposal Lead
{user_assigned}. {user_title}
SIGNATURE
Default Contract
{user_contact_first}. {client_contact_last}
{client_name}
Discuss the desired changes
Accept the proposal
Sign and finalize the proposal
Submit an initial payment of 50% of total fee of project
Once we get the notification of your proposal acceptance, we will send you
the separate copy of the signed contract for your record
Feel free to contact
Add text here
28. Contact Us for HR
Automation Software Proposal
28
Company Name
ABC Pvt. Ltd.
Company Address
#Street Number , City , State
Phone Number
0123456789
Email and website
Emailaddress123@gmail.com
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31. About us for
HR Automation Software Proposal
31
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your audience's attention.
Values Client
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your audience's attention.
Preferred by many
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Target Audiences
32. Organization Mission and
Vision Statement for HR
Automation Software Proposal
32
Mission
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capture your audience's attention.
Vision
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33. Timeline for HR Automation Software Proposal
33
Start End
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2019
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2020
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2021
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2022
34. Roadmap for HR Automation Software Proposal
34
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2019
2020
2021
2022
35. 35
30 Days Plan
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60 Days Plan
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90 Days Plan
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30 60 90 Days Plan for HR Automation Software Proposal