www.cloudpay.com Open in urlscan Pro
2606:2c40::c73c:67e3  Public Scan

Submitted URL: https://info.cloudpay.com/e3t/Ctc/49*113/cc-c304/VVSpC52nzBLvV96QmZ82djVgW5wYw0_4KQHz0N8fXWBQ3q3n_V1-WJV7CgV7XW2JcLvl2cXk8...
Effective URL: https://www.cloudpay.com/resources/dos-and-donts-for-global-payroll-rfps?utm_campaign=CloudPay%20Blogs&utm_medium=email&_...
Submission: On June 14 via api from US — Scanned from DE

Form analysis 4 forms found in the DOM

/hs-search-results

<form class="search__wrapper" action="/hs-search-results" transition-style="in:polygon:opposing-corners">
  <input type="text" name="term" class="search__wrapper--input" placeholder="start typing here">
  <img class="direct-link--icon" src="https://20013861.fs1.hubspotusercontent-na1.net/hubfs/20013861/navigation-direct-link.svg" alt="direct-link-icon">
</form>

POST https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/1884333/15390f50-7071-4711-b0b6-224b958f31b8

<form novalidate="" accept-charset="UTF-8" action="https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/1884333/15390f50-7071-4711-b0b6-224b958f31b8" enctype="multipart/form-data"
  id="hsForm_15390f50-7071-4711-b0b6-224b958f31b8_1503" method="POST"
  class="hs-form stacked hs-custom-form hs-form-private hsForm_15390f50-7071-4711-b0b6-224b958f31b8 hs-form-15390f50-7071-4711-b0b6-224b958f31b8 hs-form-15390f50-7071-4711-b0b6-224b958f31b8_867ed3d7-f3c6-4841-a6e9-fa26b4db9924"
  data-form-id="15390f50-7071-4711-b0b6-224b958f31b8" data-portal-id="1884333" target="target_iframe_15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2">
  <div class="hs_firstname hs-firstname hs-fieldtype-text field hs-form-field" data-reactid=".hbspt-forms-2.1:$0"><label id="label-firstname-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your First name"
      for="firstname-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$0.0"><span data-reactid=".hbspt-forms-2.1:$0.0.0">First name</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$0.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$0.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$0.$firstname"><input id="firstname-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" type="text" name="firstname" required="" value="" placeholder="First name" autocomplete="given-name"
        data-reactid=".hbspt-forms-2.1:$0.$firstname.0" inputmode="text"></div>
  </div>
  <div class="hs_lastname hs-lastname hs-fieldtype-text field hs-form-field" data-reactid=".hbspt-forms-2.1:$1"><label id="label-lastname-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your Last name"
      for="lastname-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$1.0"><span data-reactid=".hbspt-forms-2.1:$1.0.0">Last name</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$1.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$1.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$1.$lastname"><input id="lastname-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" type="text" name="lastname" required="" value="" placeholder="Last name" autocomplete="family-name"
        data-reactid=".hbspt-forms-2.1:$1.$lastname.0" inputmode="text"></div>
  </div>
  <div class="hs_company hs-company hs-fieldtype-text field hs-form-field" data-reactid=".hbspt-forms-2.1:$2"><label id="label-company-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your Company name"
      for="company-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$2.0"><span data-reactid=".hbspt-forms-2.1:$2.0.0">Company name</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$2.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$2.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$2.$company"><input id="company-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" type="text" name="company" required="" value="" placeholder="Company name" autocomplete="organization"
        data-reactid=".hbspt-forms-2.1:$2.$company.0" inputmode="text"></div>
  </div>
  <div class="hs_jobtitle hs-jobtitle hs-fieldtype-text field hs-form-field" data-reactid=".hbspt-forms-2.1:$3"><label id="label-jobtitle-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your Job title"
      for="jobtitle-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$3.0"><span data-reactid=".hbspt-forms-2.1:$3.0.0">Job title</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$3.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$3.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$3.$jobtitle"><input id="jobtitle-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" type="text" name="jobtitle" required="" value="" placeholder="Job title"
        autocomplete="organization-title" data-reactid=".hbspt-forms-2.1:$3.$jobtitle.0" inputmode="text"></div>
  </div>
  <div class="hs_email hs-email hs-fieldtype-text field hs-form-field" data-reactid=".hbspt-forms-2.1:$4"><label id="label-email-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your Business Email"
      for="email-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$4.0"><span data-reactid=".hbspt-forms-2.1:$4.0.0">Business Email</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$4.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$4.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$4.$email"><input id="email-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" type="email" name="email" required="" placeholder="Business Email" value="" autocomplete="email"
        data-reactid=".hbspt-forms-2.1:$4.$email.0" inputmode="email"></div>
  </div>
  <div class="hs_hcm_system__c hs-hcm_system__c hs-fieldtype-select field hs-form-field" data-reactid=".hbspt-forms-2.1:$5"><label id="label-hcm_system__c-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your "
      for="hcm_system__c-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$5.0"><span data-reactid=".hbspt-forms-2.1:$5.0.0"></span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$5.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c"><select id="hcm_system__c-15390f50-7071-4711-b0b6-224b958f31b8_1503" required="" class="hs-input is-placeholder" name="hcm_system__c"
        data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0">
        <option value="" disabled="" selected="" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.0">- Current HCM System -*</option>
        <option value="Workday HCM" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Workday HCM">Workday HCM</option>
        <option value="SuccessFactors" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$SuccessFactors">SAP Successfactors</option>
        <option value="Ultimate" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Ultimate">UKG Pro</option>
        <option value="UKG Dimensions" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$UKG Dimensions">UKG Dimensions</option>
        <option value="Oracle" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Oracle">Oracle Cloud HCM</option>
        <option value="SAP Core HCM" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$SAP Core HCM">SAP Core HCM</option>
        <option value="Peoplesoft" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Peoplesoft">Peoplesoft</option>
        <option value="Sage People" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Sage People">Sage People</option>
        <option value="HiBob" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$HiBob">HiBob</option>
        <option value="BambooHR" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$BambooHR">BambooHR</option>
        <option value="Namely" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Namely">Namely</option>
        <option value="CoreHR" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$CoreHR">CoreHR</option>
        <option value="None" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$None">None</option>
        <option value="Other" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$Other">Other</option>
        <option value="In House HRIS / bespoke" data-reactid=".hbspt-forms-2.1:$5.$hcm_system__c.0.1:$In House HRIS / bespoke">In House HRIS / bespoke</option>
      </select></div>
  </div>
  <div class="hs_number_of_employees_in_scope_c hs-number_of_employees_in_scope_c hs-fieldtype-select field hs-form-field" data-reactid=".hbspt-forms-2.1:$6"><label id="label-number_of_employees_in_scope_c-15390f50-7071-4711-b0b6-224b958f31b8_1503"
      class="" placeholder="Enter your Number of Employees in scope" for="number_of_employees_in_scope_c-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$6.0"><span data-reactid=".hbspt-forms-2.1:$6.0.0">Number of Employees
        in scope</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$6.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$6.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c"><select id="number_of_employees_in_scope_c-15390f50-7071-4711-b0b6-224b958f31b8_1503" required="" class="hs-input is-placeholder"
        name="number_of_employees_in_scope_c" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0">
        <option value="" disabled="" selected="" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.0">- Employees in scope -</option>
        <option value="10-150" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$10-150">10-150</option>
        <option value="150-300" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$150-300">150-300</option>
        <option value="300-500" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$300-500">300-500</option>
        <option value="500-1,000" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$500-1,000">500-1,000</option>
        <option value="1,000-5,000" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$1,000-5,000">1,000-5,000</option>
        <option value="5,000-10,000" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$5,000-10,000">5,000-10,000</option>
        <option value="10,000+" data-reactid=".hbspt-forms-2.1:$6.$number_of_employees_in_scope_c.0.1:$10,000+">10,000+</option>
      </select></div>
  </div>
  <div class="hs_project_start__c hs-project_start__c hs-fieldtype-select field hs-form-field" data-reactid=".hbspt-forms-2.1:$7"><label id="label-project_start__c-15390f50-7071-4711-b0b6-224b958f31b8_1503" class=""
      placeholder="Enter your Project Start" for="project_start__c-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$7.0"><span data-reactid=".hbspt-forms-2.1:$7.0.0">Project Start</span><span class="hs-form-required"
        data-reactid=".hbspt-forms-2.1:$7.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$7.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$7.$project_start__c"><select id="project_start__c-15390f50-7071-4711-b0b6-224b958f31b8_1503" required="" class="hs-input is-placeholder" name="project_start__c"
        data-reactid=".hbspt-forms-2.1:$7.$project_start__c.0">
        <option value="" disabled="" selected="" data-reactid=".hbspt-forms-2.1:$7.$project_start__c.0.0">- Project Starts -</option>
        <option value="Within 3 months" data-reactid=".hbspt-forms-2.1:$7.$project_start__c.0.1:$Within 3 months">Within 3 months</option>
        <option value="Within 6 months" data-reactid=".hbspt-forms-2.1:$7.$project_start__c.0.1:$Within 6 months">Within 6 months</option>
        <option value="Within 12 months" data-reactid=".hbspt-forms-2.1:$7.$project_start__c.0.1:$Within 12 months">Within 12 months</option>
        <option value="I'm not sure" data-reactid=".hbspt-forms-2.1:$7.$project_start__c.0.1:$I'm not sure">I'm not sure</option>
      </select></div>
  </div>
  <div class="hs_how_many_countries_in_scope hs-how_many_countries_in_scope hs-fieldtype-select field hs-form-field" data-reactid=".hbspt-forms-2.1:$8"><label id="label-how_many_countries_in_scope-15390f50-7071-4711-b0b6-224b958f31b8_1503" class=""
      placeholder="Enter your - Countries in scope -" for="how_many_countries_in_scope-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$8.0"><span data-reactid=".hbspt-forms-2.1:$8.0.0">- Countries in scope -</span><span
        class="hs-form-required" data-reactid=".hbspt-forms-2.1:$8.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$8.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope"><select id="how_many_countries_in_scope-15390f50-7071-4711-b0b6-224b958f31b8_1503" required="" class="hs-input is-placeholder" name="how_many_countries_in_scope"
        data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0">
        <option value="" disabled="" selected="" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0.0">- Countries in scope -</option>
        <option value="1-2" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0.1:$1-2">1-2</option>
        <option value="3-5" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0.1:$3-5">3-5</option>
        <option value="6-10" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0.1:$6-10">6-10</option>
        <option value="11-20" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0.1:$11-20">11-20</option>
        <option value="20+" data-reactid=".hbspt-forms-2.1:$8.$how_many_countries_in_scope.0.1:$20+">20+</option>
      </select></div>
  </div>
  <div class="hs_interested_in_cloudpay_now hs-interested_in_cloudpay_now hs-fieldtype-select field hs-form-field" data-reactid=".hbspt-forms-2.1:$9"><label id="label-interested_in_cloudpay_now-15390f50-7071-4711-b0b6-224b958f31b8_1503" class=""
      placeholder="Enter your " for="interested_in_cloudpay_now-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$9.0"><span data-reactid=".hbspt-forms-2.1:$9.0.0"></span></label>
    <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.1:$9.1"></legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$9.$interested_in_cloudpay_now"><select id="interested_in_cloudpay_now-15390f50-7071-4711-b0b6-224b958f31b8_1503" required="" class="hs-input is-placeholder" name="interested_in_cloudpay_now"
        data-reactid=".hbspt-forms-2.1:$9.$interested_in_cloudpay_now.0">
        <option value="" disabled="" selected="" data-reactid=".hbspt-forms-2.1:$9.$interested_in_cloudpay_now.0.0">- Want CloudPay NOW? -*</option>
        <option value="Yes" data-reactid=".hbspt-forms-2.1:$9.$interested_in_cloudpay_now.0.1:$Yes">Yes</option>
        <option value="No" data-reactid=".hbspt-forms-2.1:$9.$interested_in_cloudpay_now.0.1:$No">No</option>
        <option value="Not Sure" data-reactid=".hbspt-forms-2.1:$9.$interested_in_cloudpay_now.0.1:$Not Sure">Not Sure</option>
      </select></div>
  </div>
  <div class="hs_message hs-message hs-fieldtype-textarea field hs-form-field" data-reactid=".hbspt-forms-2.1:$10"><label id="label-message-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="" placeholder="Enter your Message"
      for="message-15390f50-7071-4711-b0b6-224b958f31b8_1503" data-reactid=".hbspt-forms-2.1:$10.0"><span data-reactid=".hbspt-forms-2.1:$10.0.0">Message</span><span class="hs-form-required" data-reactid=".hbspt-forms-2.1:$10.0.1">*</span></label>
    <legend class="hs-field-desc" style="display:block;" data-reactid=".hbspt-forms-2.1:$10.1">For details about how we use the data you send us, please consult our <a href="https://www.cloudpay.com/terms-conditions" rel="noopener">privacy policy</a>
    </legend>
    <div class="input" data-reactid=".hbspt-forms-2.1:$10.$message"><textarea id="message-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" name="message" required=""
        placeholder="Please provide any additional details about your project (regions in scope, current state). " data-reactid=".hbspt-forms-2.1:$10.$message.0"></textarea></div>
  </div>
  <div class="legal-consent-container" data-reactid=".hbspt-forms-2.2">
    <div class="hs-richtext" data-reactid=".hbspt-forms-2.2.0">
      <p>CloudPay is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to
        contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:</p>
    </div>
    <div data-reactid=".hbspt-forms-2.2.1:0">
      <div class="hs-dependent-field" data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897">
        <div class="hs_LEGAL_CONSENT.subscription_type_899897 hs-LEGAL_CONSENT.subscription_type_899897 hs-fieldtype-booleancheckbox field hs-form-field"
          data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897">
          <legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.1"></legend>
          <div class="input" data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897">
            <ul class="inputs-list" data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.0">
              <li class="hs-form-booleancheckbox" data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.0.0"><label
                  for="LEGAL_CONSENT.subscription_type_899897-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-form-booleancheckbox-display"
                  data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.0.0.0"><input
                    id="LEGAL_CONSENT.subscription_type_899897-15390f50-7071-4711-b0b6-224b958f31b8_1503" class="hs-input" type="checkbox" name="LEGAL_CONSENT.subscription_type_899897" value="true"
                    data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.0.0.0.0"><span
                    data-reactid=".hbspt-forms-2.2.1:0.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.$LEGAL_CONSENT=1subscription_type_899897.0.0.0.1">I agree to receive other communications from
                    CloudPay.</span></label></li>
            </ul>
          </div>
        </div>
      </div>
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May 31, 2022


DO’S AND DON’TS FOR GLOBAL PAYROLL RFPS

CloudPay



FI MARCHAM | SENIOR MANAGER, BID TEAM, CLOUDPAY

The request for proposal or RFP is one of the most challenging and important
initial steps any organization can take toward better global payroll. Yet, many
companies don’t give the process proper consideration, sometimes recycling
previous RFPs or even borrowing from a file recently used by a related function,
such as HR. Such an approach almost ensures any proposals received will fall
short of addressing your needs and concerns, likely leaving you ill-equipped to
decide which payroll solution is right for your organization.

Executing an effective RFP that elicits the information you need from potential
providers is a considered, four-step process that begins with thoughtful
reflection on your current solution and changing needs. To help guide you along
the journey, here are five key do’s and don’ts to keep in mind for your global
payroll RFP:

 


DO BEGIN WITH KEY INTERNAL QUESTIONS

To many people, the term RFP is synonymous with questions. However, this is not
the whole picture. Some of the most important questions are often overlooked as
teams embark on the process — starting with the strategic ones that need to be
answered internally. A successful RFP is built around a goals-driven internal
strategy that identifies current problems, considers future objectives, and
requires stakeholders to clarify what they hope to gain from a new vendor.
Additionally, a good strategy sets out a clear plan for vendor solicitation and
proposal review, including how responses will be evaluated and scored, who will
be involved in reviewing responses, and what the timeframe is for review and
selection.

 




 


DON’T SOLICIT TOO MANY RESPONSES

One of the most important decisions you can make early in the RFP process is how
many proposals you want to review. Many organizations will open the process to
as many vendors as possible, a move that ensures they will review more RFPs than
they really need to. Creating a shortlist of providers to involve in the process
is a key step that can save you hours of unnecessary review and help fine-tune
your requirements. If you think you’re prepared to review any more than four
RFPs, you’re underestimating how much time, thought, and effort should go into
the process. Even one or two vendors could be cut from those four with
information easily accessed over the phone or through a demo.

 


DO PRIORITIZE YOUR UNIQUE NEEDS

Each question asked in your RFP should aim to deepen your understanding of how
each vendor approaches the areas of payroll that are most important to your
organization, based on your recent strategic evaluation of your needs and goals.
This is not a request for general information, otherwise known as an RFI, about
a particular vendor or solution; you did that when you created your shortlist.
The structure and content of your RFP should help communicate your priorities to
the potential vendors and help them understand what information you are looking
for to help you make the best decision for your organization.

 


DON’T ASK CATCH-ALL QUESTIONS

Once your payroll needs are identified and prioritized, it’s important to craft
your RFP questions in a way that will help you get the most useful and
insightful responses possible. Every question you ask should have an ideal
response — and you should know ahead of time what kind of answer you’re looking
for. While it can be tempting to ask broad questions and see how vendors reply,
it’s also a surefire way to get vague or irrelevant answers. Include follow-up
questions upfront where necessary. For example, if better reporting is a
priority for your team, after asking a more general question like ‘What
reporting and analytics capabilities do you offer?’, you could ask ‘Can users
create custom reports? How? Is there a cost?’

 


DO SIMPLIFY YOUR RFP FILE

Once you have your questions written and organized in terms of priority, it’s
important to structure your RFP in a way that helps both vendors respond and
your team review. Whether you choose to use a Word document, an Excel file, or
an online tool, a few best practices will help ensure a well-presented RFP: use
one file to ask questions and receive answers, arrange your questions according
to how internal stakeholders will review the RFP (for example, sectioned by
department), and avoid complex answer fields by allowing for one answer to each
question. Finally, find common-sense ways to save yourself effort upon review,
such as asking yes or no questions or providing word-count guidelines where
short answers are desired.

The prospect of building and deploying an RFP is often met with dread, but done
well, it’s an important and even enlightening opportunity to find real solutions
to pressing issues and transform your global payroll for the better. For more
insight and best practices, check out our guide to Building a Successful Global
Payroll RFP, and for a useful payroll-specific guide, download the Global
Payroll RFP Template, which include more than 200 questions designed to find the
payroll solution you’re looking for.

FI MARCHAM | SENIOR MANAGER, BID TEAM, CLOUDPAY



 


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- Current HCM System -*Workday HCMSAP SuccessfactorsUKG ProUKG DimensionsOracle
Cloud HCMSAP Core HCMPeoplesoftSage PeopleHiBobBambooHRNamelyCoreHRNoneOtherIn
House HRIS / bespoke
Number of Employees in scope*
- Employees in scope
-10-150150-300300-500500-1,0001,000-5,0005,000-10,00010,000+
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- Project Starts -Within 3 monthsWithin 6 monthsWithin 12 monthsI'm not sure
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