Bandbox people / cobalt, orange and lavender

An HR and payroll software proposal for a company that uses a payroll bureau, a separate HR system and vacation spreadsheets. It covers how a payroll run works today, what changes, the data checks and parallel runs before going live, the team, a ten-week timeline, a similar customer’s results and three per-employee plans.

HR and Payroll Software Sales Proposal

<h1 style="font-family:Manrope;font-weight:800;line-height:1;text-align:left;color:#FFFDF4"><span style="font-size:clamp(42px,10cqw,116px)">HR and<br>payroll</span></h1>

<p style="font-family:Inter;color:#FFFDF4;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Thank you for the time with your people team</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want payroll, HR records and time off in one system, so payday stops depending on spreadsheets.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">How a payroll run works today</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your last six payroll runs and our call with your people and finance leads.</p>

<p>New starters, leavers, pay changes and overtime arrive by email over two weeks.</p>

Collect changes

<p>Unpaid leave is copied from the vacation spreadsheet by hand.</p>

Check vacation

<p>A spreadsheet goes to the bureau two days before cutoff.</p>

Send to the bureau

<p>About 14 paychecks a run need correcting, mostly overtime and leavers.</p>

Fix afterwards

Paychecks corrected after each run

How payroll runs today

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">What changes for your team</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">The same jobs, done once, in one place.</p>

What changes

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Before your first live payroll</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Nothing goes live until two parallel payrolls match the bureau to the cent.</p>

<p>We import employees, pay rates, deductions, benefits and year-to-date totals from your HR system and the bureau’s reports.</p><ul><li>Every employee checked against the last payslip</li><li>Year-to-date totals matched for tax forms</li><li>Missing data listed for your team to fill in</li></ul>

Your data

<p>For two pay periods, we run payroll alongside the bureau. Your payroll lead and our specialist compare gross pay, taxes, deductions and net pay for every employee, and explain every difference.</p>

Parallel runs

<p>We register your accounts with federal, Ohio, Indiana and Kentucky tax agencies and any local jurisdictions, and confirm each one before the first live run.</p>

Tax set-up

<p>Employees get an invitation a week before the first live payday to set up the app, check their details and see their first payslip.</p>

Employee access

<p><strong>Not included:</strong> benefits administration with your insurers, which stays with your broker, retirement plan management, and payroll for employees outside the United States.</p>

Before your first live payroll

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Who looks after you</span></h2>

Who looks after you

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Ten weeks to your first live payroll</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. The bureau runs your payroll until you sign off the second parallel run.</p>

<p>Data import, pay rules, time off policies and tax registrations.</p>

Set up

<p>Two pay periods run in both systems, with every difference explained.</p>

<p>Managers trained on approvals. Employees invited to the app.</p>

Managers and employees

<p>Your first payroll on our platform, reviewed with our specialist before you approve it.</p>

First live payroll

Ten weeks

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A 280-person manufacturer in two states, after six months.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Plans and fees</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Prices are for 340 employees, per month. We recommend Payroll and HR.</p>

Payroll

$14 per employee a month. The plan in this proposal.

Payroll and HR

$19 per employee a month. Adds clocking in and shift schedules.

Payroll, HR and time

<p>Fees are in USD and exclude tax. Employees added later are billed at the same rate. This proposal is valid until {{VALID_UNTIL}}.</p>

Plans and fees

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Common questions</span></h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

HR and Payroll Software Sales Proposal - Preview