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HRIS Selection

5

Selection Phases

Needs through decision

3

HRIS Tiers

Operational, Tactical, Strategic

12-18

Months

Realistic enterprise implementation

it's a road, not a list

The Selection Journey

Twelve to eighteen months of road. Each milestone has a deliverable. Each gap between milestones has work. Skip a milestone and the next one becomes harder.

1Needs AnalysisMonth 0-22RFPMonth 2-43Vendor EvaluationMonth 4-74Demo + ReferencesMonth 7-95Decision + ContractMonth 9-12startlive!+ 6 more months of implementation after the contract

step 1

Needs

Doc current vs future state. Engage HR, IT, Finance, Legal.

step 2

RFP

Distribute to qualified vendors. Score against weighted criteria.

step 3

Evaluate

Functionality, integration, security, total cost of ownership.

step 4

Demo

See the system live. Talk to current customers.

step 5

Decide

Negotiate terms. Data ownership. SLAs. Exit provisions.

capability climbs the ladder

Three Capability Tiers

Operational handles paperwork. Tactical supports decisions. Strategic predicts the future. The tier you need shapes the system you buy.

1

Operational

Transactional

Payroll. Benefits administration. Basic recordkeeping. The plumbing of HR.

examples: ADP, Paychex, Gusto

2

Tactical

Decision-supporting

Recruitment workflows. Training tracking. Compensation analysis. HR can answer why.

examples: BambooHR, UKG Pro

3

Strategic

Predictive

Workforce planning. Succession. Predictive analytics. HR informs the C-suite.

examples: Workday, Oracle HCM, SAP SuccessFactors

Exam Traps

Cloud HRIS is now dominant

On-premise is the less common best-practice answer. The exam reflects current market realities.

Data ownership belongs to the employer

Contract clauses must protect data portability. Without clean export commitments, exit becomes expensive.

TCO ≠ license cost

License is roughly 30-40% of true Total Cost of Ownership. Implementation, integration, training, customization, maintenance add up.

RFP scoring uses weighted criteria

Weights set upfront. Changing them after responses arrive looks like vendor favoritism. The exam tests procurement integrity.

License is the down payment

Total Cost of Ownership includes implementation, training, integration, ongoing maintenance. License is roughly 30-40% of TCO.

Data portability matters

If the vendor will not commit to clean data export, exit costs balloon. Bake portability into the contract.

1
Needs analysis

Decide what the new kitchen needs to do. Cook for 2 or for dinner parties of 20.

2
RFP

Get bids from three contractors with detailed specs.

3
Evaluation

Compare price, materials, timeline, references.

4
Demo

Visit completed kitchens. Talk to past customers.

5
Decision

Sign the contract with clear scope, timeline, and what happens if delays occur.

Needs RFP Evaluate Demo Decide. License is the down payment, not the total cost.
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Reviewed by Sarah L., PrepSolution Content Editor, HR
Sources verified against HRCI 2026 standards
Updated May 2026