Must-Have HCM RFP Template in 2025
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In this article
A human capital management (HCM) system isn’t just software — it's the strategic foundation of your organization. Today's rapidly evolving business landscape demands an HCM solution that seamlessly integrates all facets of human resource management.
Effective HCM software streamlines payroll, compliance, and benefits management, transforming workforce experiences, enhancing productivity, and boosting employee satisfaction. By automating routine administrative tasks, modern HCM systems empower your HR team to focus on strategic initiatives that fuel growth.
To find the ideal HCM vendor, you need a clear framework to evaluate how providers meet your organization's unique requirements. In this guide, we outline critical evaluation criteria and essential questions to ask prospective vendors in your RFP:
Core HRIS: your system of record
Payroll and compliance: non-negotiables
Benefits: from headache to advantage
Employee experience: the retention edge
Security and IT integration: protecting your data
Analytics and reporting: from gut feel to data-driven
Implementation and support: seamless execution
Cost of ownership: transparent pricing & roi
At the end, you’ll find a consolidated RFP template ready to use in vendor evaluations.
1. Core HRIS features
Core HRIS forms the backbone of your HR operations. Your software should effortlessly manage employee data, onboarding and offboarding workflows, and organizational structures. It should offer self-service capabilities, automate routine changes across all modules (e.g., address updates), and adapt workflows to your unique business requirements. Look for dynamic tools that trigger cross-module workflows, alert your team of important actions, and seamlessly keep your data up-to-date.
Rippling acts as a single source of truth for all employee data, automatically syncing updates across HR, payroll, IT, and finance. With workflows triggered by role or location changes, Rippling eliminates manual updates and ensures accuracy across every system.
Questions to ask:
Which features does your HRIS offering include (e.g., HRIS, benefits & 401k, time and attendance, scheduling)?
Does your system automatically update across all modules when an employee's data changes?
How does your onboarding process integrate benefits, software provisioning, and corporate cards?
Can workflows be customized and triggered across modules?
Barry’s, a global fitness brand, struggled with a dynamic workforce where hourly employees frequently moved between studios or shifted roles. Managing onboarding, transfers, and offboarding across multiple systems created errors and wasted time. With Rippling, Barry’s centralized HRIS, payroll, scheduling, and benefits in one system of record. Now, onboarding takes minutes instead of 15, entity transfers happen without “terminate-and-rehire” workarounds, and leadership can finally trust real-time reporting on retention and compliance.
RFP criteria: Support automated onboarding, offboarding, and status changes without manual re-entry, provide a single system of record for multi-entity management, enable real-time updates across HR, payroll, scheduling, and benefits, streamline compliance tasks like PTO policies and handbooks, and deliver reporting that reflects accurate, current employee data.
2. Payroll and compliance
Payroll accuracy isn't negotiable — neither is compliance. Your chosen HCM should confidently handle payroll across multiple states and countries, streamline contractor payments, and automatically manage evolving compliance requirements. It should proactively prevent wage and hour violations, provide instant access to critical compliance reports (EEO-1, W-2, 1099), and present a unified view of global payroll activities. Eliminate manual tracking to save your HR team from costly mistakes and hours of busywork.
Rippling provides unified US and global payroll, fully automated tax filing, and compliance monitoring across jurisdictions. Payroll runs can be completed in minutes with accuracy guaranteed, while HR and finance get real-time visibility into costs and compliance posture.
Questions to ask:
In which states and countries does your system offer payroll and compliance support?
Can your system manage contractor hiring and payments?
How does your system ensure compliance across federal, state, and local laws?
Can you automatically enroll employees in compliance training based on location?
3. Benefits administration
Simplifying benefits isn't just employee-friendly; it's business-smart. Your HCM should automate enrollment workflows, manage complex open enrollment cycles, and ensure employees seamlessly access the right benefits based on their roles or locations. Integrations with carriers and brokers must eliminate manual workarounds, turning benefits administration from a burden into a strategic asset.
Rippling integrates directly with 4,000+ benefits carriers and brokers, eliminating manual file feeds. Enrollment workflows run automatically, adjusting plans and eligibility rules by role, location, or life event.
Questions to ask:
What services does your platform offer for benefits administration?
How do you simplify benefits enrollment and open enrollment?
Can workflows automatically adjust based on employee role or location?
How do you integrate with carriers and brokers?
Brightwheel, a fast-growing childcare management software company, needed to keep benefits competitive as its workforce expanded across 10+ states and went fully remote. Employees were frustrated by “portal fatigue,” juggling multiple systems for paystubs, PTO, and benefits. By pairing Rippling with Sequoia, Brightwheel gained both expert benefits advisory and a single place for employees to manage their entire experience. Now, Brightwheel’s People team has richer benchmarking data to make smarter plan decisions, and employees enroll in benefits seamlessly through Rippling’s modern app.
RFP criteria: Provide native benefits administration with direct carrier integrations, integrate with benefits brokers to deliver benchmarking data and advisory support, automate open enrollment and track completion in real time, eliminate multiple logins by unifying HR and benefits in a single system, and give employees an intuitive self-service app for accessing benefits, pay, and PTO.
4. Employee experience
Modern HCM isn't just administrative—it's transformative for your workforce. From performance management and engagement surveys to integrated learning and mobile self-service, your software must empower employees to effortlessly manage PTO, access paystubs, complete training, and communicate effectively. Enhancing the employee experience isn't optional; it's essential for retention and productivity.
Rippling combines performance reviews, learning management, surveys, and mobile self-service into one platform, so employees can request PTO, access paystubs, complete training, and respond to engagement surveys in a single place.
Questions to ask:
Which employee experience features does your system support (performance management, feedback, mobile, etc.)?
Can employees self-serve tasks like PTO requests and paystub access?
What learning and development capabilities are natively available?
5. Security and IT integration
Securing employee data is foundational. Your HCM platform must offer robust, customizable permissions, automatically adapting to role changes. It should support secure single sign-on (SSO), comprehensive data encryption, and integrate effortlessly with your IT systems for seamless identity and device management. Certifications like SOC 2, ISO, and GDPR compliance must come standard.
Rippling uniquely integrates HR and IT in one platform — automatically provisioning devices, apps, and access when employees are hired, promoted, or offboarded. With built-in SSO, MFA, encryption, and endpoint protection, Rippling ensures compliance with SOC 2, ISO, and GDPR standards by default.
Questions to ask:
Does your system support single sign-on (SSO)?
How are permissions customized and updated when roles change?
What compliance certifications does your system hold?
How do you secure employee data?
6. Analytics and reporting
Data is your strategic advantage. Your chosen platform must provide extensive pre-built reports, customizable dashboards, and the ability to merge data from HR, payroll, IT, and finance systems effortlessly. Look for intuitive reporting tools that require minimal technical expertise, along with instant audit logs and data exports for smooth compliance reviews.
Rippling’s unified analytics engine pulls data from HR, payroll, IT, and finance into one place. Customers can build custom dashboards without technical skills, merge data across systems, and generate audit-ready exports instantly.
Questions to ask:
How many pre-built reports and dashboards are available?
Can reports and dashboards combine data across multiple HR and Finance modules?
Are customizations intuitive or do they require technical expertise?
Can your system generate instant audit logs and compliance reports?
7. Implementation and support
Data is your strategic advantage. Your chosen platform must provide extensive pre-built reports, customizable dashboards, and the ability to merge data from HR, payroll, IT, and finance systems effortlessly. Look for intuitive reporting tools that require minimal technical expertise, along with instant audit logs and data exports for smooth compliance reviews.
Rippling implementations average just weeks, not months, with dedicated project managers. Ongoing support includes in-app chat, email, and phone SLAs — plus admin enablement and certifications.
Questions to ask:
What is your average implementation timeline?
Do you provide a dedicated implementation manager?
What are your support SLAs?
8. Cost of ownership
Cost isn’t just the sticker price — it's the total cost of ownership. Your HCM solution should consolidate multiple disparate systems, significantly reducing licensing, maintenance, and administrative costs. Choose a pricing model — whether flat-rate, modular, or add-on — that aligns with your business growth, without hidden fees for essential features like automation and integrations.
By consolidating HR, payroll, IT, and finance into one system, Rippling eliminates the need for multiple point solutions, reducing licensing, maintenance, and administrative costs by up to 50%.
Questions to ask:
How do your customers typically achieve cost savings?
How many software tools can be consolidated by adopting your solution?
Do you charge extra for automation or integrations?
What’s your pricing model?
How Rippling HCM helps enterprises
Rippling doesn’t just deliver HR software — it unifies HR, IT, and finance in one platform. With Rippling, enterprises can:
Use a single source of truth for all employee data, automatically syncing updates across HR, payroll, IT, and finance.
Run payroll in 90 seconds with automated tax filing and global compliance monitoring.
Integrate with 4,000+ carriers and brokers to automate benefits enrollment and open enrollment.
Provision apps, devices, and permissions instantly during onboarding, all driven by HR role data.
Empower employees with self-service access to PTO, paystubs, performance reviews, learning, and surveys.
Enforce SOC 2, ISO, GDPR, and HIPAA compliance with built-in SSO, MFA, encryption, and audit logs.
Build reports and dashboards across HR, payroll, IT, and finance data without technical expertise.
Consolidate multiple point solutions into one system, saving up to 50% of costs on licensing and admin overhead.
Question to ask | Rippling answer | |
---|---|---|
Core HRIS | Which features does your HRIS offering include (e.g., HRIS, benefits & 401k, time and attendance, scheduling)? | Rippling HCM is a true all-in-one workforce platform, with native apps for HRIS, payroll, time & attendance, benefits, learning, performance, onboarding, and more. Unlike legacy suites pieced together through acquisitions, Rippling was built from the ground up on a single system. |
Does your system automatically update across all modules when an employee's data changes? | Yes. Rippling is built on a single source of truth for all employee data. Any change—like title, salary, or manager—updates instantly across HR, payroll, IT, and finance, eliminating manual work and errors. | |
How does your onboarding process integrate benefits, software provisioning, and corporate cards? | Rippling automates onboarding end-to-end. As soon as an offer is signed, Rippling can provision apps, ship and configure devices, issue corporate cards, and enroll employees in benefits automatically. | |
Can workflows be customized and triggered across modules? | Yes. Rippling’s Workflow Studio lets you build automated workflows across HR, payroll, IT, and finance. For example, a promotion can automatically update pay, reassign permissions, enroll in new benefits, and notify payroll. | |
Payroll & Compliance | In which states and countries does your system offer payroll and compliance support? | Rippling offers native US payroll plus global payroll in 50+ countries. Competitors like HiBob and Deel require third-party providers for U.S. payroll. |
Can your system manage contractor hiring and payments? | Yes. Rippling unifies W-2 payroll and 1099 contractor payments in one system, issuing payments and year-end forms automatically. | |
How does your system ensure compliance across federal, state, and local laws? | Rippling automates compliance tracking and enforcement. From overtime and meal breaks to mandatory training, Rippling flags risks and enforces policies, reducing manual oversight. | |
Can you automatically enroll employees in compliance training based on location? | Yes. Rippling automatically assigns mandatory training (e.g., California harassment) when employees join or move locations, and tracks completion. | |
Benefits | What services does your platform offer for benefits administration? | Rippling connects directly with 4,000+ carriers and brokers, automating enrollment, open enrollment, COBRA, and ACA compliance. |
How do you simplify benefits enrollment and open enrollment? | Rippling automates eligibility, enrollment workflows, and reminders. Employees self-enroll via a modern app, while HR eliminates manual file feeds. | |
Can workflows automatically adjust based on employee role or location? | Yes. Benefits eligibility is dynamic. Rippling adjusts plan access automatically by role, location, or employment type. | |
Employee Experience | How do you integrate with carriers and brokers? | Rippling eliminates manual file feeds. Updates flow natively to carriers and brokers, unlike smaller systems that rely on integrations. |
Which employee experience features does your system support (performance management, feedback, mobile, etc.)? | Rippling includes performance reviews, surveys, feedback tools, and a native LMS, all accessible from one app. | |
Can employees self-serve tasks like PTO requests and paystub access? | Yes. Rippling provides a modern self-service app where employees can request PTO, check balances, download paystubs, complete training, and find coworkers in seconds. | |
What learning and development capabilities are natively available? | Rippling includes a native LMS to assign, track, and report on courses. Competitors like BambooHR lack this capability natively. | |
Security & IT Integration | Does your system support single sign-on (SSO)? | Yes. Rippling includes native SSO and MFA for 800+ apps, unlike HR-only systems that require third-party identity tools. |
How are permissions customized and updated when roles change? | Rippling automatically adjusts permissions when employees are promoted, transferred, or offboarded. Legacy systems require manual updates. | |
What compliance certifications does your system hold? | Rippling meets SOC 2, ISO 27001, GDPR, and HIPAA requirements, with built-in compliance logs and integrations to Drata/Vanta. | |
How do you secure employee data? | Rippling encrypts data in transit and at rest, enforces MFA, and uses dynamic, role-based permissions that adjust automatically. | |
Analytics & Reporting | How many pre-built reports and dashboards are available? | Rippling offers 100+ prebuilt reports and dashboards out of the box, plus the ability to create custom reports with no technical skills. |
Can reports and dashboards combine data across multiple HR and Finance modules? | Yes. Rippling unifies data from HR, payroll, IT, and finance. For example, you can combine labor costs with device inventory in a single report. | |
Are customizations intuitive or do they require technical expertise? | Rippling’s reporting is point-and-click intuitive. Unlike ADP or UKG, no SQL or professional services are required. | |
Can your system generate instant audit logs and compliance reports? | Yes. Rippling generates audit-ready reports instantly, making it easy to respond to EEO-1, wage, or training compliance reviews. | |
Implementation & Support | What is your average implementation timeline? | Rippling implementations take weeks, not months. Workday or ADP deployments can take 6–24 months. |
Do you provide a dedicated implementation manager? | Yes. Rippling assigns a dedicated implementation manager and project team for each rollout. | |
What are your support SLAs? | Rippling provides SLAs with rapid response times, plus in-app chat, email, and phone support. | |
Cost of Ownership | How do your customers typically achieve cost savings? | Rippling consolidates HR, payroll, IT, and finance into one system, eliminating multiple licenses, integrations, and admin overhead. |
How many software tools can be consolidated by adopting your solution? | Rippling replaces 5–10 separate systems (e.g., payroll, benefits admin, LMS, T&A, onboarding) with one interconnected platform. | |
Do you charge extra for automation or integrations? | No. Automation and integrations are included. Competitors like ADP often require paid services or third-party connectors. | |
What’s your pricing model? | Rippling pricing is modular. Customers pay for what they use, with the flexibility to add apps as they grow. |
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This blog is based on information available to Rippling as of August 28, 2025.
Disclaimer
Rippling and its affiliates do not provide tax, accounting, or legal advice. This material has been prepared for informational purposes only, and is not intended to provide or be relied on for tax, accounting, or legal advice. You should consult your own tax, accounting, and legal advisors before engaging in any related activities or transactions.
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The Rippling Team
Global HR, IT, and Finance know-how directly from the Rippling team.
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