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VENDOR EVAL · SCALE ← BACK TO RESOURCES

HR Tech Vendor Eval.

97 questions to ask before you sign. Organized by the SCALE framework · security, cost, accuracy, learning, ease. Built so procurement and IT take you seriously.

97
QUESTIONS
Vetted against real HR tech procurement cycles
5
SCALE PILLARS
Each question maps to one · clean reports out
1–5
SCORING SCALE
Numeric so you can compare vendors side by side
~3 hrs
PER VENDOR
Send the CSV, score the responses, decide
★ THE FRAMEWORK

SCALE · how to read a vendor.

SCALE is the five-pillar evaluation grid we teach in Session 2. Every question in this library lives under one pillar so your final scorecard is one page, not a 40-tab spreadsheet.

S
SECURITY
SOC2, GDPR, breach response, employee consent.
C
COST & ROI
TCO over 3 years, hidden fees, churn, payback.
A
ACCURACY
Hallucination rate, uptime, model drift, bias.
L
LEARNING
Customization, retraining, your data, your tone.
E
EASE
Implementation, integrations, no-code config.

★ S · SECURITY & COMPLIANCE

Will this vendor pass legal review?

17 QUESTIONS
  1. Are you SOC 2 Type II and/or ISO 27001 certified? Please provide certificates.
  2. Do you comply with GDPR, CCPA, HIPAA, and other relevant data protection regulations?
  3. What data encryption standards do you use for data at rest and in transit?
  4. How do you handle employee consent management and data subject rights?
  5. What are your breach response protocols and notification timelines?
  6. Do you have bias detection and mitigation features built into your AI models?

+ 11 more on RBAC, audit trails, data residency, DLP/SIEM integration, anonymization, penetration testing, jurisdictional access.

★ C · COST STRUCTURE & ROI

What does this actually cost over 3 years?

18 QUESTIONS
  1. What is the total cost of ownership (TCO) including all fees over 3 years?
  2. Are there additional costs for API usage, integrations, or data processing?
  3. Do you charge per user, per transaction, or have a flat fee structure?
  4. Are there hidden fees for additional features, storage, or support tiers?
  5. What ROI metrics can you guarantee or benchmark from similar implementations?
  6. What is your average customer churn rate and renewal percentage?

+ 12 more on payback period, volume discounts, implementation cost variance, ROI by HR function, multi-year incentives, migration costs.

★ A · ACCURACY & PERFORMANCE

Can I trust the output?

17 QUESTIONS
  1. How do you handle and minimize AI hallucinations or false outputs?
  2. What is your system uptime guarantee and SLA?
  3. How do you test for and mitigate bias in recruitment and performance evaluation?
  4. Do you provide explainable AI features to understand decision-making?
  5. How do you handle performance degradation over time (model drift)?
  6. Can users audit, override, or provide feedback on AI decisions?

+ 11 more on prediction confidence, benchmarks, error rates, edge cases, QA processes, HR-policy alignment, drift detection.

★ L · LEARNING & ADAPTATION

Will it learn our voice, our policies, our quirks?

18 QUESTIONS
  1. Can your AI learn and adapt based on our organization's specific feedback?
  2. How customizable are your workflows, templates, and AI prompts?
  3. Can we retrain your models on our proprietary HR data and policies?
  4. What human-in-the-loop mechanisms do you support for ongoing improvement?
  5. Can your system maintain context and memory of user preferences over time?
  6. How do you handle changes in employment law or company policies?

+ 12 more on persona-based personalization, retraining cadence, knowledge-base integration, conflicting feedback, micro-learning.

★ E · EASE OF IMPLEMENTATION & USE

Will my team actually use it after week 4?

16 QUESTIONS
  1. What is the typical implementation timeline for organizations of our size?
  2. Which existing HR systems do you integrate with (Workday, SuccessFactors, BambooHR, etc.)?
  3. How intuitive is your user interface for non-technical HR professionals?
  4. Do you offer no-code/low-code configuration options for HR users?
  5. What percentage of your clients complete rollout within 3 months?
  6. What's the most common reason implementations get delayed · and how have you addressed that?

+ 10 more on training, support, mobile, persona customization, change management, offline access, satisfaction metrics.

★ + · ADDITIONAL STRATEGIC QUESTIONS

The long game.

11 QUESTIONS
  1. What is your product development roadmap for the next 18 months?
  2. What happens to our data if we decide to terminate the contract?
  3. Can you provide references from HR organizations similar to ours?
  4. How do you ensure vendor stability and long-term viability?
  5. What differentiates your solution from competitors in the market?

+ 6 more on disaster recovery, feature requests, employment-law currency, multi-language, HR-specific customer base.

How to actually use this.

01

Download the CSV

Open in Sheets or Excel. Don't reformat. Each row scores to one SCALE pillar.

02

Trim to your floor

Hide rows under "Medium" priority if you're early-stage. Keep the 40 highs.

03

Send to vendor + IT

One sheet, one shared doc. Vendor fills in column F. You fill in G + H.

04

Roll up to one page

Pivot by SCALE category. Bring the 1-page scorecard to procurement.

Take the full 97-question CSV.

Open in Excel/Sheets · 8 columns · prefilled SCALE category · empty score column ready for your eval.

↓ DOWNLOAD .csv