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HR audits that end in a signed remediation quote

Questionnaire, findings by area and the recommended fixes priced as options, in one document the client ticks and signs.

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With QuoteCloud an HR consultancy collects the health-check questionnaire in a Forms block, writes the report with a rating and finding per area, and prices each recommended fix as an optional line. The client ticks the fixes they want, signs and pays a deposit. The assessment is yours; QuoteCloud gives no legal advice.

Last reviewed by the QuoteCloud team

A drawing of a fictional HR health check for Larchmont Dental Group by a fictional consultancy, Ashgrove People & Payroll. On the left, the completed questionnaire on a clipboard. In the middle, six areas as columns whose height shows the consultant's rating: leave records and payroll set-up are good, contracts, onboarding and performance need work, and workplace policies are a gap. On the right, the remediation quote with one optional line per fix, joined to its area by a route. Beside it, a card lists each finding and its fix: employment contracts refresh $1,850 and policy handbook $2,400, both ticked; onboarding pack $950 and managers' workshop $1,650 as options; $4,675.00 including tax, with a 50% deposit of $2,337.50 on signing.

One audit document, from questions to a signed decision

Rafael's health check for Larchmont Dental, page by page. The questionnaire, the report and the quote are the same document, so the findings never drift away from the work they lead to.

  1. Ashgrove People & PayrollHR health check report AP-A-0217 Sample · fictional business

    HR health check questionnaire

    Completed by the practice manager inside this document (Forms block)

    1. How many people work across your practices?24
    2. Does every role have a signed, current employment contract?Partly
    3. Do you have written workplace policies staff have acknowledged?No
    4. Is there a written induction checklist for new starters?No
    5. Are leave requests approved and recorded in one place?Yes
    6. Who approves pay data before each pay run?Practice manager

    Completed · 24 questions · 6 shown

    Questionnaire

    The questions, answered inside the document

    Elise answers 24 health-check questions in a Forms block inside the audit document itself. Roles and headcounts only: no employee records. Forms block: Essentials and up.

  2. Ashgrove People & PayrollHR health check report AP-A-0217 Sample · fictional business

    Findings by area

    OverallFair

    • 2 good
    • 3 needs work
    • 1 gap
    1. Employment contracts & lettersNeeds work

      Contracts for 9 of 24 roles use an older version without current hours and leave clauses.

      Fix: Employment contracts & letters refresh

    2. Workplace policiesGap

      No written policy on bullying and harassment, social media or working from home.

      Fix: Policy handbook (8 policies)

    3. OnboardingNeeds work

      Induction is verbal; no signed checklist or policy acknowledgement.

      Fix: Onboarding checklist & acknowledgement pack

    4. Leave & time records processGood

      Leave requests and approvals are kept in one system and reconciled monthly.

    5. Payroll set-up & pay records processGood

      Pay data is approved by the practice manager before each run.

    6. Performance & conduct processNeeds work

      Reviews happen, but the process for a concern is not written down.

      Fix: Managers' conduct & performance workshop

    Ashgrove's assessment against your local employment obligations, from your questionnaire and a document review. It is general HR guidance, not legal advice.

    Findings

    A rating and a finding for every area

    Rafael rates six areas against Larchmont's local employment obligations and writes each finding from his findings library, so the wording is consistent from one audit to the next.

  3. Ashgrove People & PayrollHR health check report AP-A-0217 Sample · fictional business

    Recommended fixes · tick the ones you want

    ItemQtyRateAmount
    Recommended fixes Tick to add
    		 1 fixed $1,850 $1,850.00
    		1 fixed $2,400 $2,400.00
    		1 fixed $950 $950.00
    		1 fixed $1,650 $1,650.00
    Subtotal
    $4,250.00
    Tax (10%)
    $425.00
    Total
    $4,675.00
    Deposit on signing (50%)
    $2,337.50

    Fixes

    Every recommendation, priced as an option

    Each finding that needs work links to a fix line. Elise ticks the ones she wants: here the contracts refresh and the policy handbook.

  4. Ashgrove People & PayrollHR health check report AP-A-0217 Sample · fictional business

    Accept, sign and pay

    Elise Marr · Practice manager, Larchmont Dental Group

    Signed online · Wed 21 Oct 2026

    Deposit on signing (50%)

    $2,337.50

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

    Activity

    1. Questionnaire completedForms block · Fri 16 Oct
    2. Report sent by Rafael KostaMon 19 Oct
    3. Two fixes tickedContracts refresh + policy handbook
    4. Signed by Elise MarrWed 21 Oct · certificate of authenticity
    5. Deposit paid via Stripe$2,337.50 (50%)

    Sign

    Signed, with the deposit paid

    Elise signs and pays the 50% deposit on the fixes she chose. Rafael sees each step in the activity, and the signed document carries a certificate of authenticity.

Tick a fix and the total and deposit move with it

The recommended fixes sit in an optional group of the price table. Each one says what Ashgrove will deliver and what it costs. Elise can add the onboarding pack or the managers' workshop now, or leave them for later; the total and the 50% deposit update as she ticks.

Try it: the deposit is a percentage of whatever she chooses, paid by card through Stripe when she signs.

  • Fixes as optional lines
  • Deposit as a percentage or fixed amount
  • Paid on signing through Stripe or PayPal

Pricing table and payments: Essentials and up

Online payments
Ashgrove People & PayrollHR health check report AP-A-0217 Sample · fictional business

Recommended fixes · tick the ones you want

ItemQtyRateAmount
Recommended fixes Tick to add
 1 fixed $1,850 $1,850.00
1 fixed $2,400 $2,400.00
1 fixed $950 $950.00
1 fixed $1,650 $1,650.00
Subtotal
$4,250.00
Tax (10%)
$425.00
Total
$4,675.00
Deposit on signing (50%)
$2,337.50

Accept, sign and pay

Elise Marr · Practice manager, Larchmont Dental Group

Signed online · Wed 21 Oct 2026

Deposit on signing (50%)

$2,337.50

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

From an answer to a priced fix, area by area

How Larchmont's questionnaire became six ratings, four findings that need work and four fixes, two of them ticked.

  1. They answeredDoes every role have a signed, current employment contract?Partly
    Area & ratingEmployment contracts & lettersNeeds work
    Finding

    Contracts for 9 of 24 roles use an older version without current hours and leave clauses.

    Fix, priced as an option Employment contracts & letters refresh9 roles · new templates and letters ready to issue$1,850Ticked by Elise
  2. They answeredDo you have written workplace policies staff have acknowledged?No
    Area & ratingWorkplace policiesGap
    Finding

    No written policy on bullying and harassment, social media or working from home.

    Fix, priced as an option Policy handbook (8 policies)From our library, tailored to both practices$2,400Ticked by Elise
  3. They answeredIs there a written induction checklist for new starters?No
    Area & ratingOnboardingNeeds work
    Finding

    Induction is verbal; no signed checklist or policy acknowledgement.

    Fix, priced as an option Onboarding checklist & acknowledgement packInduction checklist, welcome letter, policy sign-off$950Not ticked
  4. They answeredAre leave requests approved and recorded in one place?Yes
    Area & ratingLeave & time records processGood
    Finding

    Leave requests and approvals are kept in one system and reconciled monthly.

    Fix, priced as an option No fix needed
  5. They answeredWho approves pay data before each pay run?Practice manager
    Area & ratingPayroll set-up & pay records processGood
    Finding

    Pay data is approved by the practice manager before each run.

    Fix, priced as an option No fix needed
  6. They answeredFrom the document review
    Area & ratingPerformance & conduct processNeeds work
    Finding

    Reviews happen, but the process for a concern is not written down.

    Fix, priced as an option Managers' conduct & performance workshopHalf a day, both practice leads$1,650Not ticked

2 of 4 fixes tickedSubtotal $4,250.00Inc tax $4,675.0050% deposit paid on signing $2,337.50

Ratings are Ashgrove's assessment against the client's local employment obligations, from the questionnaire and a document review. They are general HR guidance, never a certificate, a pass or fail, or legal advice. Fictional sample data.

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Why it works

The assessment is yours. The decision is theirs.

QuoteCloud carries your questionnaire, your rating scale and your fix price list. Your consultant makes the judgement; the client decides what to fix, in the same document.

How an HR consultancy runs an audit in QuoteCloud

From the questionnaire to a deposit on the fixes.

  1. Send the questionnaire

    Create the audit from your template and send it: the client answers the Forms block questions inside it.

  2. Review the answers

    Read the answers beside the client's documents. A zap can tell your team when the form is submitted.

  3. Rate each area

    Rate each area and write the finding, starting from your findings library.

  4. Price the fixes

    Add each recommended fix as an optional line from your price list.

  5. Ticked, signed, paid

    The client ticks the fixes, signs and pays the deposit; the work is booked.

HR audit report questions, answered

Can the client fill in the HR questionnaire inside the audit document?

Yes. QuoteCloud's Forms block puts a form inside the document, so the client answers your health-check questions in the same document that later carries the report and the quote. Keep the questions to roles, processes and headcounts. The Forms block is on Essentials and up.

How do we show a rating for each area?

Build the report section into your audit template: each area with your rating scale, such as good, needs work or gap, and the finding in your words. Keep approved finding wording in your content library so every consultant starts from the same text.

Can the client choose which fixes to buy?

Yes. Put each recommended fix in an optional group of the price table. The client ticks the fixes they want, the total updates, and they sign for exactly those. A deposit can be taken on signing as a percentage or a fixed amount.

Is the audit a compliance certificate or legal advice?

No. The ratings and findings are your consultancy's assessment, written by you. QuoteCloud carries the document; it doesn't assess compliance or give legal advice. Say in the report what it is based on and where specialist advice is needed.

Can our team be told when the questionnaire is completed?

Yes. Tracking shows when the document is opened and acted on, and Zapier's Form Submitted on Document trigger can send the answers on, for example to a task board or a channel. Zapier is on Essentials and up.

Can an AI assistant draft the audit report?

With QuoteCloud's MCP service, on Essentials and up, an AI assistant can be set up to draft the report from the completed questionnaire, your template and your findings library, as a draft a consultant reviews. Nothing is sent without a person.

More questions from HR & payroll firms

What usually follows an HR audit

The policy pack the fixes produce, and an AI assistant that can draft the next report for review.

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