Free resource · Editable CSV
Compare the tools.
Keep the reasoning.
Use the HR software evaluation scorecard to give every vendor the same questions and every decision a clear basis.
What’s inside
- Five weighted criteria covering fit, usability, features, value and support.
- Space to compare three vendors and record the evidence.
- Automatic weighted-score formulas for Excel or Google Sheets.
- A place for the decision owner, open questions and next action.
Get your scorecard.
Bring it to a demo, share it with your buying team and adapt the criteria to your needs.
Your scorecard is ready.
Open the file in Excel or Google Sheets. Add your vendors, record the evidence and score each criterion.
Download the CSV ↓A resource request is separate from a newsletter subscription. Read about resource requests.
Define the job.
Write down the workflow the tool needs to support.
Capture the evidence.
Keep what you observed separate from what still needs checking.
Agree the next step.
Use the score to inform the discussion, then name the action owner.
Use it with the buying guides.
The scorecard works alongside our HR software shortlist, Gusto vs BambooHR comparison and review methodology. Adjust the criteria before you begin evaluating, so each vendor is compared on the same basis.
How to use the evaluation scorecard
Start by agreeing the requirements and weights with the people who will own the system. Give shortlisted vendors the same demonstration scenario. Record the evidence behind each score, keep unresolved questions separate and name the decision owner. A weighted total helps organize the comparison; it does not replace judgment about a requirement that must be met.
Find the software category you need