Worksheet

Portal selection scorecard

Scorecard on a single sheet. Every check above gets its own line, and four columns follow: what to test, what you saw, pass or fail, and the vendor’s reply. A second block records pilot findings by week, with the helpdesk call count for the first client.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Employee self-service portal: what to check before you choose”, www.gullysystem.com/blog/employee-self-service-portal-what-to-check-before-choosing