HR policy assistant practice pack
Prepare sourced answers and human handoffs with ten acceptance checks.
Explore the practice pack Download the Markdown templateA little help with the next step
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Ready when you are.
Build a starting budget, plan a better first week, or bring a clearer brief to your next demo. Practical resources for the work on your desk.
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Choose a resource.
Make it work for your team.
HR prompt library
Choose a task, prepare approved inputs and check the draft before using it.
Explore the prompts Download the Markdown templateAtto field-team demo brief
Check two job sites, clock-in records, GPS boundaries and the payroll handoff.
Download the worksheetPlanday scheduling demo brief
Follow a changed shift through approval, recorded hours and regional payroll transfer.
Download the worksheetBackground screening demo brief
Follow a fictional invitation through status updates, completion and human review.
Download the worksheetHiBob onboarding and payroll demo brief
Compare two fictional country-specific onboarding journeys and the payroll route.
Download the worksheetPaylocity vs Rippling demo worksheet
Compare role changes, payroll previews, app access and written quotes.
Download the worksheetConnecteam vs Buddy Punch demo worksheet
Follow one missed punch through correction, approval and the payroll preview.
Download the worksheetPulse survey demo worksheet
Check reporting thresholds, access, question changes and the next action.
Download the worksheetSmall business LMS pilot worksheet
Compare course formats, completion, scores, exports and billable users.
Download the worksheetPerformance review demo brief
Compare cycle permissions, late feedback and the action after a review.
Download the worksheetHealthcare scheduling demo brief
Rehearse a call-out, eligibility checks, approvals and shift acceptance.
Download the worksheetContractor payment worksheet
Track currency routes, billing triggers, fees and confirmed receipt.
Download the worksheetNonprofit payroll buying brief
Compare program coding, accounting exports, approvals and the complete quote.
Download the worksheetRestaurant payroll demo brief
Trace hours, tip records and corrections from the POS to the payroll preview.
Download the worksheetSOP demo worksheet
Follow a procedure change through approval, version history and training.
Download the worksheetPTO demo worksheet
Compare balances, approvals, cancellation and payroll handoffs using one fictional team.
Download the worksheetSmall-business HRIS brief
Compare three providers on employee records, access, payroll handoffs and complete quotes.
Download the worksheetGlobal payroll country brief
Compare entity setup, payment routes, fees and rollout responsibilities country by country.
Download the worksheetInterview scorecard practice pack
Turn approved role duties into reviewed questions and evidence guidance.
Explore the example Download the Markdown templateHRIS lifecycle demo worksheet
Compare a new hire, manager change and departure across HR, payroll and app access.
Download the worksheetEmployee scheduling demo worksheet
Test shift ownership, replacement approvals and notifications with one shared buying brief.
Download the worksheetTime tracking demo worksheet
Compare corrections, approvals, payroll transfers and full-year costs using the same brief.
Download the worksheetPayroll switching checklist
Agree the owners, evidence and first-payroll handoff before changing systems.
Plan your payroll switch Download the Markdown template
First international hire brief
Prepare six decisions with your hiring, finance and provider teams before onboarding.
Prepare your first hire Download the Markdown templateGlobal hiring country quote
Separate service fees, employment costs and refundable funding for the same country and hire.
Download the worksheet
Find your Remote service route
Start with your assessed working relationship and local entity setup.
Explore the service guideAnnual payroll comparison
Compare Gusto and ADP RUN on the same annual scope, including recurring and one-off fees.
Download the worksheet
ADP RUN quote brief
Prepare team size, states, payroll schedule and service questions for a written proposal.
Download the briefTimesheet reminder templates
Help employees submit, managers review and payroll owners resolve exceptions.
Get the templates Download the Markdown template
Customer handoff SOP
A fictional procedure, three-lesson role path and human review record.
Explore the example Download the Markdown templateTime correction checklist
Work through one fictional missed punch, from employee clarification to approved hours.
Download the checklistPayroll provider fee comparison
Compare service fees across providers using the same workforce and first-year assumptions.
Download the worksheetPayroll quote worksheet
Compare plan and module fees for three illustrative team sizes, with space for written quotes.
Download the worksheet
Gusto plan calculator
Explore employee plans and eligible add-ons for your US payroll budget.
Calculate your budget
Deel service fee calculator
Estimate EOR and contractor service fees for your workforce mix.
Estimate service feesFirst-week onboarding checklist
Keep track of the people, access and conversations a new hire needs.
Open the checklist Download the Markdown templateYour onboarding prompt
Turn an approved brief into a draft plan, then check the details with your team.
Get the promptSoftware demo scorecard
Bring the same brief, evaluation criteria and cost questions to each demo.
Download the scorecardKeep, connect or replace?
Find a useful starting point before changing your HR and payroll setup.
Find your next stepCalculators provide starting estimates based on the scope and prices explained in each review. Templates and AI drafts are starting points to adapt and check. Downloads are editable Markdown or CSV files.
Need a little context first?
Start with the decision.
Compare the work each tool supports, then use the resources to prepare your own brief.
Make the SOP demo useful.
Try the SOP-to-onboarding workflow with its fictional source pack, prompt and reviewed example.
Download the SOP training demo worksheet and use it with our Trainual vs Whale comparison.
Prepare comparable demos and EOR quotes.
Follow the onboarding software guide with a shared demo worksheet. Planning work abroad? Start with the first international hire workflow, then compare employment costs and funding separately.
Bring one vacancy to every recruiting demo.
Compare Breezy HR and Workable using candidate status, interview feedback and a named owner for each handoff.
Download the recruiting demo worksheet