PROCUREMENT RESOURCE

Workforce Management RFP Template

Include real requirements only and classify them as mandatory, preferred or optional. Ask each vendor to answer supported, customization required or not included.

1. Organization profile

  • Employee, manager, legal-entity and site counts
  • Countries, languages, agreements and employment types
  • Current payroll, ERP, HRIS and identity provider
  • Current attendance methods and hardware

2. Attendance and payroll workflows

  • Clock-in/out, breaks, shifts and overtime
  • Corrections, exceptions, employee and manager approvals
  • Leave, sickness and absence workflows
  • Payroll output format, frequency and transfer method

3. Attendance channels

  • Mobile and GPS under organizational policy
  • Apple or Google Wallet subject to compatibility
  • Biometric terminal, NFC/RFID or browser
  • Teams, Slack or another software channel

4. Security and integrations

  • SSO, MFA, roles and permissions
  • Required APIs, webhooks, files and connectors
  • Logs, retention, export and deletion
  • Access control, doors, readers and offline behavior

5. Implementation and commercial terms

  • Data import, pilot, training and support
  • Customer, vendor and third-party responsibilities
  • Milestones, acceptance criteria and rollback plan
  • One-time and recurring price, hardware, SLA and exit terms