Free templates for choosing a workforce platform
Ready to use in Excel, Google Sheets, Word or as a printable PDF.
8 free files: an evaluation scorecard, RFP, security questionnaire, cost calculator, rollout plan and business case. No sign-up. Download them, edit them and share them with your team.
Looking for figures? See employee turnover, absence and cost statistics.
Platform evaluation scorecard
Score up to 5 vendors on 8 areas with your own weights. The sheet calculates weighted scores and ranks them.
- 8 areas, 21 lines
- Weights you set, checked to add up to 100%
- Weighted score and rank
- Warning signs tracker
Turnover and absence cost calculator
Estimate the replacement cost of leavers and the pay cost of sickness absence, at the low and high end of a published range.
- Turnover rate from your numbers
- Replacement cost at 50% and 200% of pay
- Pay cost of sickness absence
- What-if: fewer leavers
RFP template for employee survey and workforce performance platforms
A request for proposal with 20 vendor questions, a timeline and what to ask vendors to send.
- About us and goals
- 20 questions in 5 groups
- What to include in the proposal
Privacy and security questionnaire for HR software
18 questions on individual data, group sizes, data location, certifications and AI use, with columns for answers and evidence.
- 18 questions
- Answer and evidence columns
- Your assessment drop-down
Demo checklist: 20 questions to ask
A printable checklist of 20 demo questions and 7 warning signs.
- 20 questions in 5 groups
- 7 warning signs
90-day rollout plan
21 tasks from setup to the first progress update, with owners, dates and status.
- 21 tasks in 6 phases
- Status drop-down and progress count
Business case template
A 2-page business case for a budget holder: the decision, the problem, the cost today, the proposal and how to judge it.
- 8 sections
- Cost and risk tables
- 12-month success measures
Questions
Are these templates free?
Yes. There is no sign-up and no email required. Download, edit and share them.
Can I use the Excel files in Google Sheets?
Yes. In Google Drive, choose New, then File upload, select the Excel file and open it with Google Sheets. The formulas work there too.
Can I change them?
Yes. Change anything, add your logo and remove ours. Yellow cells in the spreadsheets are the ones to type in.
Who made them?
workforce performance platform is published by thrive at work. The templates are general and work with any tool or platform.