Choosing a human capital management (HCM) solution isn’t a snap decision. You need to be able to answer some critical questions about your company and its needs before you ever speak with potential HCM vendors. This checklist will go over what you need to know before you start and the features you need to look for in a possible solution.

1. This checklist will help you think through your needs, guide your conversations and help you determine the solution and vendor that are the right fit for your organization.
You should be able to answer each of these questions for vendors you’re considering:
• What made you decide you need a new solution?
• What features and functions are most critical to your organization?
• How do you currently collect timekeeping data for employees?
• What are your compliance concerns?
• What factors need to be met to make you feel the solution is the right fit?
• What is your timeline for being up and running on a new solution?
Evaluating software and service solutions for any enterprise is time- intensive and requires the engagement of multiple stakeholders.
This checklist can help you make the best decision for your company.
Evaluation Checklist
HR MANAGEMENT

2. Vendor/Solution Comparison Checklist
GLX-P0814-1097
insperity.com
800-465-3800
HR and Business Performance Solutions from Insperity: Workforce Optimization | Human Capital Management
Payroll Services | Time and Attendance | Performance Management | Organizational Planning | Recruiting Services
Employment Screening | Financial Services | Expense Management | Retirement Services | Insurance Services
Requirement
Vendor 1
Vendor 2
Insperity
A single common database (quicker sign on and fewer data entry errors)
Automated workflows between recruitment, onboarding, HR, payroll, benefits management and more
Advanced scheduling, and time and attendance tracking
Choice between cloud-based SaaS or licensed solution delivery
Web and mobile access – whenever and wherever needed
Role-based self-service functionality for managers, supervisors and employees
Quick and easy payroll processing
More than 600 standard workforce analytic reports, plus custom reporting
HR support center with on-demand support and live HR professionals when you need one-on-one guidance
eLearning and employee development system with thousands of on-demand training videos
Dedicated HR Management, payroll and technical support
Robust expense management capability
Advanced recruiting and employment screening services
Extensive experience in human capital technology and services
Recruitment-to-retirement modules and functionality (recruiting, time and attendance, HR, payroll and more)