HR Services Proposal Template

Created by:

First NameSurname

Company Name

Prepared for:


Dear [client name],

[Your company] appreciates your interest in working with us as an HR service provider. Without proper HR, things can go wrong with issues such as employee performance and safety that could cause a major disruption to your business.

Human Resource is an integral part of business regardless of whether your business is a 15-man startup or a big corporation. HR helps provide organizational structure, design, and the capacity to meet business goals and objectives by managing your business's most important asset - your workforce.

To create an environment that employees thrive in, there are 5 main areas of HR that every organization should manage - Talent Management, Compensation and Benefits, Training and Development, Regulatory and Compliance, and Employee Safety and Relations.

Based on our previous conversation, assessment, and evaluation, [client company] requires [identify which HR services client needs such as: payroll and benefits administration services.]

This proposal outlines [client company's] full range of HR administration services. Should you have any questions, please feel free to reach out  I look forward to discussing your needs in more detail.

Best Regards,

[Sender name]



[Office Address]



Executive Summary

[Your company] is a human resource company located in [location]. Established in [year], with [your company's] expertise in the 5 main areas - Talent Management, Compensation and Benefits, Training and Development, Regulatory and Compliance, and Employee Safety and Relations, [your company] has helped [number] emerging companies through merging existing and new employee-centric approach and practices and with the use of applicable state of the art software.

Our clients come from the retail, administration, pharmaceutical, IT, banking, management, automotive, construction, and real estate sectors. Our customers are leaders who are trying every day to build great places to work and we consider ourselves an integral part of your business throughout the entire employee life cycle. We work in partnership with your HR department to meet your needs while maximizing your budget.

Our HR professionals will work as an extension of your team.

Our team consisting of [number] professionals bring decades of experience in Human Resources, Payroll, Recruiting, and Training & Development, and is dedicated to keeping up with ever-changing legislation changes and emerging best practices.

Our Leadership Team


VP, HR Consulting


VP, Talent Acquisition


VP, Training & Development Services

Working with [Client Company]

[Client company] is a local business in [location] specializing in modern architecture. Founded in [year], it has grown from a 3-man start-up to a sensational 25-person team. This is attributed to the amazing team-members who are dedicated in providing customers the best quality architectural services. The following growth difficulties and solutions have been found in order to sustain corporate growth success:

Growth Challenge
HR Solution
[ Sample: {Improve Recruitment Process: Client company is looking to grow and hire 20 more employees by the end of 2022 and wants to ensure that competent and qualified candidates for opening positions are hired}]
[Sample: {Sourcing the best candidates by Role Review, Assessment Process and Candidate Tracking processes. We will organize your hiring process from start to onboarding and impress top talents.}]
[Sample: {Create a Career Development Plan for current employees} [Sample: {Provide career development process that assesses strengths and growth areas, identify opportunities to develop skills, and set achievable, measurable professional goals.}]
[Sample: {Rapid business growth and shift in employee number necessitates review and improvement in Payroll and Benefits structure}] [Sample: {Attract and retain talented workforce by offering competitive compensation package and structure that is aligned with organizational initiatives and industry standards.}]
HR Solution in Detail

Recruitment Process:

[Client company to hire 20 more employees by the end of 2022]

  1. Identify the hiring needs of [client company] for the [year].
  2. Review the hiring process.
  3. Conduct skill gap analyses and create job descriptions
  4. Create a recruitment planning template
  5. Outline methods for filing roles and evaluating candidates 
  6. Provide recruitment tools - networking tools, platform to be used for job opening advertisements.

Create a Payroll and Benefits Structure:

Review and create tiered compensation offerings, or customized plans based on each position. Create a package plan template based on:

  1.  Pay rate
  2. Bonuses
  3. Savings plan
  4. Insurance

Cost Summary

[Our hourly rates range from $40-50USD per hour depending upon expertise. For retained search, we charge clients between 20-30% of the candidate's first-year total annual compensation, also depending upon the position and expertise.]








HR Services for Payroll and Benefits (50USD/Hour, 60hours/ month)
1 1.00 1.00 0.00 0.10 1.10
HR Services for Career Development Plan (100USD / Position)
1 1.00 1.00 0.00 0.10 1.10
HR Services for Recruitment (40USD/Hour, 60hours/ month)
1 1.00 1.00 0.00 0.10 1.10
On-site support (50USD/Hour)
1 1.00 1.00 0.00 0.10 1.10
Total 4.40
Terms of Service

1. Definitions

1.1 Scope: This document defines the general terms that shall apply to all consultancy agreements and retainer contracts involving [your company]. These clauses are incorporated into and form an integral part of our contract.

1.2 The Parties: [your company] and the [client company] ‘Client’ is the party with whom a contract of supply exists.

2. Consultancy Services

2.1 [your company] will provide consulting services to the Client relating to Human Resources work. The specific nature of the services to be provided by [your company] will be as specified in the Quotation (“The Services”) and the Quotation will form part of the Contract between [your company] and the Client along with the Terms and Conditions and Processor Agreement.

2.2 Subject to any lawful restraint imposed upon it by any other party (such as an obligation as to confidence), [your company] will make available to the Client all knowledge, information, and expertise in its possession in performing the services. If the Client wishes [your company] to perform any services other than those specified in the Quotation (including without limitation to provide any additional functionality) or to provide further or other products and/or services, then [your company] shall be entitled to quote the Client separately for the provision of those services or products required and upon acceptance, the terms of this agreement will also apply to those additional services and products.

2.3 Unless otherwise agreed in writing by both parties, the terms of this agreement will commence when the Client formally accepts the Quotation and Terms and Conditions in writing, which may be by letter or electronic communication such as by email.

2.4 Unless specifically stated as a fixed price quotation, any cost estimates that are, or have been given by [your company] are estimates only.

2.5 Actual time spent, products supplied and any other fees such as disbursements etc. will be used as the basis for billing.

3. Time Basis for Contracts

3.1 Where applicable, activity time is calculated inclusive of travel time from the prior non-client activity (such as from the consultant’s home, office, or third-party premises).

3.2 On-site activity is normally provided by the day or half-day, except where otherwise agreed in advance. A day will normally be 10.00 am -4.00 pm actually on-site and half a day on-site amounts to 3.5 hours actually on-site.

3.3 Off-site activity time includes all office time spent acting for the Client and may be carried out at any location of [your company] ’s choosing including [your company] ’s business premises or any site away from the Client’s premises.

3.4 Where the off-site activity is provided by the hour, all travel, office, administrative, preparatory, production, and telephone time in addition to actual client meetings and external interviews are chargeable at the agreed hourly rate as outlined in the Quotation.

3.5 Activity logs may be provided to Clients upon request.

4. Performance

4.1 All commitments with respect to the timing and scope of the project given to the Client by [your company] – whether verbal or written – are made in good faith but are made necessarily in advance of;

4.2 Knowing the full scope of the difficulty that may pertain to the performance on specific points (for example, unforeseeable difficulty in obtaining certain information requested by the Client). For this reason, whilst [your company] agrees to use its best endeavors to fulfill such commitments to the Client on the timing and the scope of consultancy and other projects, we cannot guarantee performance in either respect.

5. Acceptance

5.1 Any instructions received by [your company] from the Client for the supply of services/products and/or the Clients acceptance of the Quotation and the Terms and Conditions shall constitute acceptance of the Terms and Conditions of the Contract.

5.2 Upon acceptance of these terms of business by the Client, the terms and conditions contained therein are irrevocable and can only be amended with the written consent of [your company].

5.3 The Client shall give [your company] not less than 28 days prior written notice of any proposed or actual change of ownership or Clients Company. This also includes Company address, contact numbers, and business practice. The Client shall be liable for any losses incurred by [your company] for non-compliance to this clause.

6. Reporting, Meeting and Training

6.1 The Client shall ensure its employee(s) (as specified in the Quotation or such other person as the Client shall nominate in writing) is available to meet with [your company], either face to face, over the telephone or by email when reasonably required by [your company] for the purposes of discussing the status and progress of the services.

6.2 If the Client or Client’s employee cancels attendance to a pre-arranged meeting within 7 days of that meeting, [your company] is entitled to charge a cancellation fee of 4 hours’ work charged at the current hourly rate.

6.3 If the Client or Client’s employee cancels attendance at a pre-arranged on-site visit day, set training day or event within 7 days of that on-site visit, training day, or event, [your company] is entitled to charge a cancellation fee of 100%.

6.4 If Client or Client’s employee cancels attendance to a set training day or event that has been prearranged within 14 days, [your company] is entitled to charge a cancellation fee of 50%.

6.5 [Your company] is entitled to charge a cancellation fee of 4 hours’ work on behalf of any external services sourced on behalf of the client where the Client or Client’s employee cancels attendance to a pre-arranged meeting within 7 working days.

6.6 [Your company] is entitled to charge a cancellation fee of 8 hour’s work on behalf of any external services sourced on behalf of the client such as minute taking where the Client or Client’s employee cancels attendance at a pre-arranged on-site visit day, set training day or event within 7 days of that visit.

7. Fees and Expenses

7.1 [Your company] will provide services to the Client and will be entitled to charge the Client for such services at the rates specified in the Quotation.

7.2 The remuneration structure agreed between [your company] and the Client may be based on a number of methods, such as a ‘retainer’ or ‘subscription’, a ‘fixed fee’ or an ‘hourly rate’ or ‘time based’ rate (i.e. day rate, half-day rate, hourly rate) but in any event as outlined in the Quotation.

7.3 The ‘Retainer’ fee or ‘Subscription’ fee shall be defined as a payment made to secure [your company] ’s services for a fixed period of time. Fixed fee contracts cover the performance of an agreed service as outlined in the Quotation for an agreed fee. Extra time incurred by [your company] in the performance of the fixed fee component of a contract will be borne by [your company] , unless it is found that the Client has deliberately withheld information pertaining to the delivery of the agreed services, rendering the contract unachievable within the agreed timescales.

7.4 All Quotations are valid for a period of 3 months from the date of issue prior to confirmation of engagement of Services by the Client.

7.5 Unless otherwise stipulated [your company] ’s quotations with clients will not include expenses in the pre-arranged fee. Additional fees include but are not limited to mileage, car parking, pre-authorized accommodation costs, room hire costs, recruitment agency /head-hunter fees, and any other costs essential to the delivery of the services are levied in addition to the agreed fee.

7.6 Expense receipts wherever practical, will be retained by [your company] and will be available for inspection upon request.

7.7 The Client will pay [your company] for the cost of any products or services together with [your company] ’s own charge that it levies for handling and / or obtaining relevant materials.

7.8 Retained services are for a period of 12 months and the service will terminate after the period that the 12th payment covers has expired. A revised quotation will be issued within the last month of the contractual agreement.

8. Payment Terms

8.1 The Client agrees to be bound by the payment terms stipulated within the contract.

8.2 Payments may be required in advance of any service delivery, by invoice or by monthly Standing Order as stipulated within the contract.

8.3 All invoices rendered by [your company] are payable within 7 days from the date of invoice, unless otherwise agreed within the Quotation. The Client agrees to pay [your company] in full within this time period.

8.4 If the client fails to make any payment on time without giving notification of due cause, then [your company] reserves the right to withhold delivery of any further consultancy or stages of work contained within the Quotations and will not be responsible for any inconvenience, loss or damage so caused.

8.5 Without prejudice to [your company] ’s rights under this Agreement, [your company] shall be entitled to charge and the Client shall pay interest at 2% above the base lending rate of National bank per month should the Client fail to pay any invoice by the due date for payment.

9. Stage Payments

9.1 Most contracts that extend across several months allow for stage payments. These are negotiated in advance as part of the normal discussions prior to agreement of the Contract and will be outlined in the Quotation.

9.2 [your company] shall have the right to suspend all work on behalf of the client should these payments not be made on time to the agreed schedule. Any adverse impact that this suspension has upon the completion schedule or the quality of the product or service for the Client shall be at the Client’s sole responsibility. This right applies not just to the contract in arrears but also any other contracts with the Client, whether or not payments against these contracts are in arrears.

9.3 In particular, the Client should note that where it has been agreed that payment of all or part of a contract is to be made ‘in advance’ work will not commence on the client’s behalf until payment is actually received.

9.4 Should [your company] issue draft documents for final changes and approval, it has the right under this agreement to the following; from the date that draft documents are issued, the Client has 14 days to submit any revisions required. Should the Client fail to do so, final documents will be issued and invoiced accordingly.

10. Termination

10.1 The contract may be terminated in the following circumstances:

By either party giving 90 (ninety) days’ notice in writing to that effect; or

Immediately by [your company] by notice in writing if the Client fails to remedy a breach of this Agreement (including any provision as to payment) within 30 (thirty) days of receipt of a notice from [your company] advising of such a breach requiring it to do so.

10.2 The Contract shall be regarded as a whole unless there are breakpoints within it agreed in advance or it is divided into stages or where it is subject to periodic renewal. Where no such division is agreed in advance and stipulated in the contract, the Client shall be liable for the totality of the value of the contract – including all expenses incurred to the date of cancellation – whether or not the Client wishes the work to be completed.

10.3 Annually reviewed service contracts, retainers and subscriptions will not be renewed automatically for a further 12-month period.

10.4 Where the canceled contract relates to a retained or subscription service, where the required notice period is given in accordance with the terms and conditions, services will continue to be provided by [your company] for the duration of the notice period, at the end of which time, services will be ceased. Where the Client wishes to cancel but insufficient notice is provided, the 12-month contract will continue to its expiration date and services will continue to be provided up to the date of expiry. Where the Client wishes to cancel a retainer or subscription service with immediate effect, the Client shall be liable for paying for the remainder of the contract up to the date of its expiry.

10.5 On termination of this Agreement, however occurring, all money’s unpaid by the Client pursuant to this Agreement will immediately become due and payable.

10.6 If such monies remain unpaid for a period of 30 days then (without prejudice to other rights that [your company] may have for breach of this Agreement or otherwise) [your company] will be entitled to cease consultancy services and to retake possession of any products provided.

10.7 The Client’s obligations within the Contract (including any obligations to indemnify) under the clauses relating to Intellectual Property, High Risk Activities, Liability and Confidentiality shall survive the termination of the Agreement for whatever reason. [your company] ’s obligations in relation to Confidentiality shall survive the termination of this Agreement for whatever reason.

11. Liability

11.1 [your company] provides information, advice and services in good faith based upon information available and provided by the Client at the time. We do not warrant the accuracy of information provided. It is for the Client to decide whether or not to accept our advice in making his/her own management decisions. We advise that the data critical to a decision should be independently verified prior to being acted upon. Therefore, [your company] accepts no liability for the consequences of its information, opinions and advice, whether direct or indirect.

11.2 To the extent permitted by the law, [your company] expressly excludes all conditions and warranties whether express or implied.

11.3 Notwithstanding any other provision in this Agreement, in no event will [your company] be liable to any party including the Client for any indirect, punitive, special, incidental or consequential damage in connection with or arising out of this Agreement (including for loss of profits, use, data or other economic advantages) however it arises whether for breach of this Agreement or in tort. The Client will indemnify [your company] and keep it indemnified from and against any claims by any third party for or in respect of such damages. [your company]’s liability is limited to the value of the contract with the Client or the value of the loss whichever is smaller.

11.4 [your company] does not offer employment tribunal insurance, it is for the Client to source their own. [your company], does hold Professional Indemnity Insurance to which a Client can make a claim in the event of proven negligence of services that has resulted in a financial loss.

12. Publicity

12.1 [your company] shall seek the right from the Client to publicize the fact that the Client is, or was, a client and to utilize the clients in publicity materials in this respect. [your company] may also describe in general terms the type of work conducted for the Client but shall not be permitted to link the two without prior permission of the Client in order to protect confidentiality.

12.2 Wherever the results of any commissioned work are cited by the Client, the Client agrees to make due reference to [your company] so as to make it clear who carried out the work, except where [your company] explicitly waives this right.


This Agreement, effective as of signing, is executed by the duly authorized representatives of the parties as set forth below:

[Client company]

Signed By:

[Your company]

Signed By:

[Name / Date]


[Mobile Number]

[Email Address]

[Name / Date]


[Mobile Number]

[Email Address]