How to choose a new HR provider

Once you’ve overcome the perceived challenges of switching to a new HR software, it’s time to find a new one. But where do you start?

First, you’ll need to dig out your review of your current provider. The pain points you highlighted as part of your review will inform your wish list when selecting a new provider. Next, follow these important steps.

Do your research

Get Googling. And be sure to ask your connections for recommendations.

You need to figure out who's out there, what are they're offering, and how this stacks up against your wish list.

Shortlist three providers

Contact three providers that appear to fit your criteria best. Arrange meetings – face to face, if possible.

You’ll want a detailed chat about what they offer and a demonstration of their software.

If your procurement process requires a Request For Proposal (RFP), make sure it isn’t too long-winded and complex.

A sign of a good provider is if they undertake a detailed fact find of your business, uncovering new areas to make further improvements to HR and payroll processes.

How to choose a new HR provider

Question data security procedures

This will likely be a top concern for your stakeholders – as it presents a risk to your business. Trustworthy providers will talk about best practice and refer to relevant accreditations and certifications. Examples include the ISO accreditation and Cyber Essentials certified certification.

Ask questions about the switch

Given your potential concerns about the ‘hassle’ of switching, you need to understand how each provider will ensure a smooth implementation. You can use our questions (coming up next) to help with this.

Review reputation

Ask if you can speak to any of their current customers for a reference. And check out online review platforms like Trustpilot. What are current customers saying about their software and service?

Another indication of a good reputation is their accreditations, like do they work with CIPD professionals and who maintains their software.

How to choose a new HR provider

Ready to make the switch? Or still playing the field?

Book a no strings attached demo of our HR Software!

Book a demo

Get the right people involved

Think about all the system users, as well as the key decision-makers. From an employee using self-service, to the Financial Director who controls the purse strings; would it be beneficial for them to see a software demo as well?

Gaining their feedback from your key stakeholders will help inform your decision.

Use a scorecard

When you’re obtaining the above information, you’ll want to make side-by-side comparisons of your shortlist. This will help you compare the providers against your wish list, and against each other.

To help you with this, we’ve included a handy scorecard example in this guide.