HR coverage assessment
Spend a few minutes on the recurring HR tasks your team handles today. Your answers will show where ownership is established, inconsistent or still unknown.
Use the tool →Resources & tools
Use the right tool for the question you have.
A few working documents and calculators to help you decide what needs attention. No email wall.
Try it yourself
Work through the numbers or the workflow.
These tools use the information you enter in your browser. Bring the result to a conversation if it helps.
HRIS project planner
Use this before you ask for an implementation or optimization estimate. It brings the workflows, decision makers and dependencies into one working plan.
Use the tool →HR capacity & cost calculator
This is a comparison worksheet, not a quote. Enter your own numbers for an internal hire, managed support and a hybrid team, then check whether the work covered is truly comparable.
Use the tool →Project brief builder
Describe the business need in plain language. The tool turns it into an editable brief you can take to a scoping conversation.
Use the tool →Working checklists
Something to use with your team.
Put real names and decisions beside the tasks before you treat any template as a final plan.
Managed HR scope checklist
Use this when HR tasks are spread across leadership, managers and an office team. Work through the list together; the gaps usually show up where doing a task and approving it have been treated as the same job.
Open the checklist →HR ownership matrix
A useful exercise for a founder, People leader or firm partner: put a real name beside each task, approval and escalation. If one person owns every column, you have found the pressure point.
Open the checklist →HRIS handoff checklist
Bring this into an HRIS planning meeting before a date is promised. It covers the decisions that often surface too late: data ownership, access, testing and the day-to-day administrator after launch.
Open the checklist →Compare HR delivery models
If you are weighing an internal hire, managed support or a mix of both, compare the responsibilities each option would actually cover. Price makes more sense after that.
Open the checklist →HRIS project brief template
You do not need a technical specification to start. Capture the business problem, the workflows involved and the people who will make decisions. Leave employee records out of this brief.
Open the checklist →