Free templates for HR software buyers
Ready to use in Excel, Google Sheets, Word or as a printable PDF.
5 free files: a comparison worksheet, buyer checklist, reference call questions and a security questionnaire. No sign-up. Download them, edit them and share them with your team.
Platform comparison worksheet
Score up to 5 vendors, including thrive at work, on 8 areas with your own weights. The sheet ranks them.
- 8 areas, 21 lines
- Weights you set
- Weighted score and rank
- Warning signs tracker
Buyer checklist: questions to ask any vendor
17 questions on company, privacy, security, product and price to ask every vendor on a shortlist.
- 17 questions in 5 groups
- Fits on one page
Reference call questions for HR software
15 questions to ask a vendor's reference customer about rollout, results, privacy and renewal.
- 15 questions in 5 groups
- Space for notes
Privacy and security questionnaire for HR software
18 questions on individual data, group sizes, data location, certifications and AI use.
- 18 questions
- Answer and evidence columns
Questions
Are these templates free?
Yes. There is no sign-up and no email required. Download, edit and share them.
Can I use the Excel files in Google Sheets?
Yes. In Google Drive, choose New, then File upload, select the Excel file and open it with Google Sheets. The formulas work there too.
Can I change them?
Yes. Change anything, add your logo and remove ours. Yellow cells in the spreadsheets are the ones to type in.
Who made them?
thrive at work reviews is published by thrive at work. The templates are general and work with any tool or platform.