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2. Cover Letter for Human Resource Automation 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. Table of Contents
3
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
4. Table of Contents
4
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
5. Project Context and Objectives for Human Resource Automation 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
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6. Table of Contents
6
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
7. Scope of Services for
Human Resource Automation Proposal
7
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
01
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
02
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
03
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
04
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8. Core HR Functions for Human Resource Automation Proposal
8
o Routine automated emails reminder for employees to review their timesheets.
o Add text here
o Send and update emails to floor monitors, when an employee leaves the organization
o Add text here
o Keep and retain employee record database according to government rules
o Add text here
o Track when employees become suitable for benefit enrollment
o Add text here
o Distribution of all tax documents to employee email reminders.
o Add text here
o Applicant resumes automatically submitted online and sent to a recruiter for analysis
o Add text here
9. Timeframe for Human Resource
Automation Proposal
9
Stages
Duration
in Weeks
Preparation
1-3
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Implementation
3-5
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Go live
5-7
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Live Evaluation
and Support
7-9
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10. Table of Contents
10
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
11. Your Investment for Human Resource Automation Proposal (1/2)
11
Preparation
Implementation
Go live
Live Evaluation and Support
Total (Before tax)
Taxation Rate (5%)
Stages Price (in USD)
500
1000
1,200
1,500
4,200
210
Total 4,410
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12. Your Investment for Human Resource Automation Proposal (2/2)
12
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
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
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
(designer_name) will perform different activities in different phases –
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13. Service Packages for Human Resource Automation Proposal (1/2)
13
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-
$30,000
Price (in USD)
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-
$50,000
Price (in USD)
SILVER
$70,000
Price (in USD)
o Basic payroll
o Benefit management
o HR information system
o Four employee orientation
sessions
o Add text here
o Add text here
40 hrs/month-
GOLD
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14. Service Packages for Human Resource Automation Proposal (2/2)
14
Stages Price (in USD)
$30,000
$50,000
$70,000
Total 4,410
o Basic payroll
o Benefit management
o Add text here 15 hrs/month-
BRONZE
o Basic payroll
o Benefit management
o HR information system 40 hrs/month-
SLIVER
o Basic payroll
o Benefit management
o HR information system
o Four employee orientation sessions 40 hrs/month-
GOLD
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15. Table of Contents
15
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
16. Why Us for Human Resource Automation Proposal
16
Strengths that will add to your firm-
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
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17. About Us for Human Resource Automation 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
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18. Our Team for Human Resource Automation Proposal (1/2)
18
Jasmine Cooper
Director of
software architecture
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your needs and capture your
audience's attention.
Kendra Williams
Project Manager
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Natasha James
Assistant
software developer
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19. James Milner
Project Manager
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audience's attention.
Megan Peters
Solution Architect
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Our Team for Human Resource
Automation Proposal (2/2)
19
20. Table of Contents
20
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
21. Client Testimonials for Human Resource
Automation Proposal (1/2)
21
William Spencer
Designation
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audience's attention.
Company Name
John Hooper
Designation
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Company Name
22. Client Testimonials for Human Resource Automation Proposal (2/2)
22
Peter Turner
Designation
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to your needs and capture your
audience's attention.
Company Name
Adam Watts
Designation
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to your needs and capture your
audience's attention.
Company Name
Alizabeth Owen
Designation
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to your needs and capture your
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Company Name
23. “(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)
Case Study for Human Resource Automation Proposal
23
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.
Results-
Automated process for
Development &
Implementation of
Training Programs
Automated Performance
Management System
Effective
Manpower Management
Add text here
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24. Table of Contents
24
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
25. Statement of Work and Contract for Human Resource
Automation Proposal
25
Date: {date_submitted}
Between "us", {company_name}, and "you", {client_name}
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.
Contract
o 3-week opportunity to review our work and provide feedback
o Not liable to the firm and third party for damages
Services Rendered01.
o Right modify, reject, cancel or stop at any point processes but are imbibed to
reimburse us all costs and expenses
Plans Cancellation04.
o We agree to put our best efforts in return we expect your cooperation in providing
needed information regarding to website
Mutual Cooperation02.
o All efforts to preserve confidentiality of information
Confidentiality05.
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 payment03.
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 Termination06.
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26. Table of Contents
26
Project Context and Objectives
Our Process –
o Scope of Services
o Core HR Functions
o Time Frame
Your Investment
Company Overview
o Why Us
o About Us
o Our Team
Our Past Experience
o Client Testimonials
o Case Study
Statement of Work and Contract
Next Steps
27. Next Steps for Human Resource Automation 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
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28. Contact us for Human Resource Automation Proposal
28
Company Name
ABC Pvt. Ltd.
Company Address
#Street Number , City , State
Phone Number
0123456789
Email and website
Emailaddress123@gmail.com
31. Organization Mission and
Vision Statement for Human Resource Automation Proposal
31
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VISION
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MISSION
32. About us for Human Resource Automation Proposal
32This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Values Client
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Preferred by many
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Target Audiences
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33. Timeline for Human Resource Automation 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 Human Resource Automation Proposal
34
2018
2019
2020
2021
2022
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35. 30 60 90 Days Plan for Human Resource Automation Proposal
35
First 30 Days
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First 60 Days
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First 90 Days
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