HRIS Evaluation Template

Choosing a human resource information system (HRIS) can feel like a daunting process, but this evaluation checklist is here to help. Think of it as your structured roadmap for comparing HRIS software — without getting lost in endless feature lists and sales pitches.
In this guide, you’ll find a framework for assessing HRIS platforms. We’ve broken down the process into a step-by-step review of features and requirements, from onboarding to performance management, time tracking, data security, and more.
The checklist walks you through key features to consider, the right questions to ask vendors, and a simple rating system to compare your options.
We’ve designed this to be flexible. Whether you’re starting from scratch or narrowing down a shortlist, this guide helps you identify must-have functionality, spot potential gaps, and ensure your chosen platform meets your company’s needs today and in the future.
Not even sure where to start? No problem. The template is structured to guide you through the evaluation process step by step. By the end, you’ll have a clearer picture of which HRIS will work best for your organization, so you can feel confident you’re making the right choice.
Download this template for free
By submitting your information, you agree to Lattice's Terms of Service and Privacy Policy. You can opt out anytime.
Thanks! We'll be in touch soon.
Frequently Asked Questions

Your people are your business
Ensure both are successful with Lattice.