Tools

What to ask before you buy HR software

A checklist for each kind of tool, written to be read out loud in the meeting. Every question asks for the thing rather than the claim, because every vendor says yes to "do you support that" and far fewer can show you. Free to use and nothing on these pages is sponsored.

Reviews come later and get scored against a rubric published before the first one. The checklists are useful now, and they work whoever you are buying from.


No reviews yet, and that is deliberate

The rubric went up before the reviews did, on purpose. Every score here will come from an account somebody actually used with real data, and the page will say how long for and what was done with it. Scoring from a features table would have been quicker and would have been worth nothing.

Pick what you are buying

Each checklist is tied to the occupation whose work that kind of tool takes on, so the bar shows how much of the job genuinely needs software before anybody sells you any. Every question is one a salesperson has to answer in front of you rather than a box to tick on a grid.

Applicant tracking and recruiting

Sourcing, screening, scheduling and candidate communication.

Human Resources Specialists, 26 rated tasks. 12 of them need software built first, which is the work a tool in this category has to earn its price on.

Most of what an ATS demo shows you is scheduling and templated messages, and a chat window already writes those. Ask instead whether it does the screening: reviewing applications against job requirements, checking selection criteria, running the background checks. That is the work sitting in the middle band, and it is the reason to pay.

41 questions to ask a vendor →

Core HR and HRIS

The record of who works here, what they are paid and what they are entitled to.

Human Resources Managers, 26 rated tasks. 16 of them need software built first, which is the work a tool in this category has to earn its price on.

The middle band here is unusually large, and almost all of it is the same shape: being the link between management and employees. Handling the questions, interpreting the policy, applying it consistently. Ask whether the system answers an employee question or just stores the document that contains the answer.

39 questions to ask a vendor →

Payroll and time

Paying people correctly and on time, and proving you did.

Payroll and Timekeeping Clerks, 22 rated tasks. 14 of them need software built first, which is the work a tool in this category has to earn its price on.

This is the category where the research and the market agree most closely: nearly two thirds of the work needs purpose-built software and payroll software has existed for forty years. So the question is not whether it can, it is what is left. Ask about the exceptions, the retrospective corrections and the queries, because that is what your team actually spends its week on.

36 questions to ask a vendor →

Learning and development

Building, delivering and tracking training.

Training and Development Specialists, 20 rated tasks. 7 of them need software built first, which is the work a tool in this category has to earn its price on.

The warning label for this whole section. Two fifths of this job is already reachable with a chat window, which is the highest of any People occupation, and a lot of what learning platforms charge for is content generation. Ask what it does that you could not do in an afternoon for nothing, and expect the answer to be about evaluation and evidence rather than about making courses.

34 questions to ask a vendor →

Compensation and benefits

Benchmarking, banding, modelling and benefits administration.

Compensation, Benefits, and Job Analysis Specialists, 24 rated tasks. 8 of them need software built first, which is the work a tool in this category has to earn its price on.

The most protected of the People occupations, and the middle band is mostly advice rather than analysis: resolving classification complaints, advising managers on regulation. Ask whether the tool has data you do not, or only a nicer way to look at the data you already have.

35 questions to ask a vendor →

Employee relations and case management

Tracking cases, drafting documents, and keeping the process defensible.

Labor Relations Specialists, 28 rated tasks. 18 of them need software built first, which is the work a tool in this category has to earn its price on.

The largest middle band of any People occupation, and it is nearly all drafting and negotiation preparation. This is the category with the least mature software and the most to gain from it. Ask what happens to the case record when you leave, because it is the record you will need if a case becomes a claim.

33 questions to ask a vendor →

HR administration and onboarding

Paperwork, records, right to work, and the first two weeks.

Human Resources Assistants, Except Payroll and Timekeeping, 19 rated tasks. 13 of them need software built first, which is the work a tool in this category has to earn its price on.

Two thirds of this job needs software built first, and it is the most concentrated single opportunity in the People profession. Ask whether the tool actually moves the documentation, or whether it is a checklist that reminds a person to move it.

35 questions to ask a vendor →

Engagement and surveys

Asking people how they are and telling you what they said.

Human Resources Managers, 26 rated tasks. 16 of them need software built first, which is the work a tool in this category has to earn its price on.

There is no occupation in the taxonomy for this, which is itself worth noticing. Judge these against the same six criteria as everything else, and pay particular attention to whose data it is, because an engagement platform holds the most sensitive free text in the company.

34 questions to ask a vendor →
Which tool should we review first

Tell us what you are about to buy

The useful review is the one written before you sign, not after. If you are in a procurement process now, say which tools are on the shortlist on the Ask page and we will take that as the queue. Say what you are trying to get the tool to do as well, because the first criterion depends on it.

If you already run one of these systems and would sit down for half an hour and talk about it honestly, that is worth more than any review written from the outside, and it is the fastest way to fill this page with something true.


Band figures on this page are generated from the exposure report, not typed by hand. Ratings from Eloundou, Manning, Mishkin and Rock, GPTs are GPTs, Science 384, 1306–1308, 2024, applied to O*NET 30.3 task statements. O*NET® is a trademark of USDOL/ETA, used under CC BY 4.0, and modified here.