HRIS Implementation Checklist Template
Seamlessly launch your new HRIS! Our HRIS Implementation Checklist Template ensures a smooth transition, minimizes errors, and maximizes adoption - saving you time, money, and headaches. Download now for a stress-free HRIS journey!
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Planning & Requirements Gathering
Defining project scope, goals, and user requirements.
Project Goals & Objectives
Estimated Number of Users
Current HR Processes (e.g., manual, semi-automated)
Key Modules Required (e.g., Core HR, Payroll, Benefits)
Target Go-Live Date
Specific Integration Requirements (e.g., Payroll System)
Vendor Selection & Contract Negotiation
Evaluating and selecting an HRIS vendor and negotiating contract terms.
Define Selection Criteria
Budget Allocation (USD)
Preferred Deployment Model (Cloud, On-Premise, Hybrid)
Key Features Required
Request for Proposal (RFP) Document
RFP Submission Deadline
Data Migration & Cleansing
Planning and executing the migration of data from legacy systems, including data cleansing and validation.
Describe data cleansing rules
Number of employee records to migrate
Sample data extract for validation
Data mapping source to target field
Date of last data extract
Details of data validation performed
System Configuration & Customization
Configuring the HRIS system to meet specific business needs, including workflows, security settings, and user roles.
Default Currency
Maximum Upload File Size (MB)
Default Workflow Statuses
Default Language
Date Format
Custom Branding Instructions
Integration with Existing Systems
Integrating the HRIS with other systems, such as payroll, accounting, and time and attendance.
Payroll System Integration?
Time & Attendance System Integration?
Number of Records to be Integrated
Scheduled Integration Start Date
Description of Integration Approach
Data Mapping Verification Status
Integration Test Data File (if applicable)
User Training & Documentation
Developing training materials and providing training to users on how to use the new system.
Training Material Outline
Training Presentation (PowerPoint/PDF)
Number of Employees Trained
Training Completion Deadline
Training Delivery Method (e.g., Online, In-Person, Hybrid)
Topics Covered in Training
User Feedback Summary
Testing & Quality Assurance
Thoroughly testing all aspects of the system to ensure functionality and accuracy.
Functional Area Tested (e.g., Payroll, Benefits, Performance)
Number of Test Cases Executed
Number of Test Cases Passed
Number of Test Cases Failed
Detailed Description of Failed Test Cases (Include steps to reproduce)
Severity of Critical Errors (If Any)
Date of Testing Completion
Tester Signature
Go-Live Planning & Execution
Developing a detailed plan for the system launch and executing the go-live process.
Planned Go-Live Date
Scheduled Downtime Window (Start)
Scheduled Downtime Window (End)
Number of Support Staff Available on Go-Live
Communication Plan for Employees (Go-Live Announcement)
Rollback Strategy Selected
Go-Live Checklist Document
Go-Live Readiness Sign-Off
Post-Implementation Support & Optimization
Providing ongoing support to users and optimizing the system based on feedback and performance data.
Average User Satisfaction Score (1-5)
Common User Issues Encountered
User Feedback Summary (past week)
Date of Last System Optimization Meeting
Overall System Performance (Excellent, Good, Fair, Poor)
Summary of Optimization Actions Taken
Security and Compliance
Ensuring the HRIS meets all relevant security and compliance requirements.
Compliance Framework (e.g., GDPR, CCPA)
Data Security Policies Description
Data Encryption Strength (e.g., 128-bit, 256-bit)
Access Control Measures Implemented
Last Security Audit Date
Incident Response Plan Summary
Data Residency Requirements
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