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  • By: SHRMpro Bureau
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July 18, 2022

Checking HR Software References

Assessing vendor references should be part of the vetting process for selecting a Human Capital Management (HCM) system. Yes, we understand that HR Management Software companies will only supply you with positive recommendations, and this may appear to be a routine, but this is a genuine chance to gather and examine these provided references for their overall happiness with the product and the seller. Given that you will most likely only have a limited amount of time to connect with each reference’s principal contact, creating a strategy will help you make the most of your time together.

Taking the effort to create an HR software reference check strategy before speaking with the offered contacts will assist you to assess if your vendor complaints are real and have been confirmed by system users.

Here are some best practises and questions to ask before, during, and after your reference check discussions to assist you in establishing your HR software reference check strategy.

 

 

Before You Review Your HR Software References

  • If possible, when demanding references from the HCM vendor, request clients in the same or similar industry, with a roughly similar number of employees (i.e., full-time, part-time, seasonal, global, etc.), and presumably in close vicinity or area in the event an on-site reference check visit is possible. Best of all, ask to talk with an existing client who has moved on from your current HRIS or HCM product. This form of reference usually gives the best answers to your inquiries and can give you reasonable execution objectives.

 

  • Target and develop your HR software reference check questions based on input from your teams identifying red flags as a result of vendor product demonstrations. (For example, “How have you found the vendor’s help, expertise, and efficiency in resolving issues?”)

 

  • Request interacting with members of both the HR and finance teams, if possible, to gather the broadest view of comments from the functional groups that will be doing the heavy lifting for the HRIS/HCM project execution.

 

  • Make your reference check appointment for 45 minutes or less. There is no rationale why you cannot complete what you need in this time limit if you are organised and fixated on what is vital.

Prepare your precise questions ahead of time to make the greatest use of your time, keep on course, and achieve your goal of establishing if your vendor concerns are valid and shared with system users.

 

Before You Review Your HR Software References

 

  • Choose your reference check questionnaire meticulously, and tailor them to your team’s main vendor concerns. Each individual will have their own set of vendor concerns, which may include, but are not confined to, product capabilities, customer service, confidentiality, subscription/software fees, and operation cost and technique.


Read Also :Three Ways HRMS Can Help Minimise Employee Turnover


 

While Performing Your HR Software Reference Checks

  • Keep an eye on the time allotted by the reference and adhere to it.

 

  • Asking open-ended questions rather than “yes/no” inquiries will yield more relevant information and important insights. However, keep in mind that these open-ended queries will soon consume your time. Avoid being engrossed in secondary discourse on any one issue or going into excessive detail that will not add value to your research.

 

  • Invite a few more project team members to the reference check discussion. You don’t want the full selection committee to be there for the discussion, but adding a couple of extra team members can assist guarantee that all questions are answered and replies are recalled.

 

  • While obtaining information, do not assess it. Take thorough notes and then share your findings with the team.

 

  • Finish the reference check chat by asking the customer whether you can contact them again if you or your team have any more queries.

 

After Your HR Software Reference Checks

  • If you believe you require more references than those supplied by the vendor, consider looking online for clients of the seller and contacting them on your own. One method is to go to the vendor’s website and look at the clientele who are featured as testimonials. Other clients have requested a chat inside certain LinkedIn User Groups.

 

  • After each reference check conversation, do a quick debriefing with your team. Take some time to go over your notes and talk about the client’s replies to your questions and/or reservations.

 

  • This brief meeting will help verify that everyone is in consensus on what was said during the customer call and will decide whether the vendor needs to answer any further queries.

 

  • Send a thank you note to each key reference contact. You never know when you’ll need to contact them again.

It is critical to be geared up for your Human Resource Management System Software reference checks. A little planning beforehand on what you want to achieve and what knowledge you want to get from these talks can assist guarantee you choose the correct provider for your organisation. Not to mention the prospect of avoiding unpleasant shocks during your implementation.