HR and payroll templates to start from
Real QuoteCloud HR proposal, employment contract and policy templates, ready for your rate card and content library.
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- Building QuoteCloud since 2013
QuoteCloud's template library includes HR services and human resources proposals, employment and temporary employment contracts, and workplace policies such as paid time off, harassment, overtime and hybrid work. Start from one, add your pricing sheet, content library and payment step, and send. One template conversion is free during the trial.
Last reviewed by the QuoteCloud team
A wide view of the pricing sheet added to a payroll proposal template by a fictional business, Ashgrove People & Payroll, for Brightwater Bakeries: a Spreadsheet block with Headcount and Rates tabs and a formula bar. Typed-in headcounts of 48 weekly, 26 fortnightly and 12 monthly employees give 86 employees and about 276 payslips a month at $6.40 a payslip; connected cells set the payroll processing line's unit price of $1,766.40 and its description, the HR advice, leave admin and set-up lines; the price table's monthly total of $2,153.40 comes back into the sheet as $25.04 per employee per month, and a first-year value estimate.
Real QuoteCloud templates for HR & payroll firms
Proposals for outsourced HR and payroll, employment contract layouts and workplace policies. Open one, see how it's built, then make it yours. Adapt every contract and policy to your local employment obligations.
- Proposal template HR Services Proposal (178) An HR services proposal to set out your scope, team and fees for an outsourced HR or payroll client. View template
- Proposal template Human Resources Proposal (69) A human resources proposal for staffing, HR support and people-management services. View template
- Contract template Employment Contract (66) An employment contract layout covering role, pay, confidentiality and ending employment, for you to adapt to your local obligations. View template
- Contract template Temporary Employment Contract (70) A fixed-term employment contract layout for temporary and seasonal roles. View template
- Policy template Paid Time Off Policy (84) A leave policy framework: annual, personal and other leave, and how staff request it. View template
- Policy template Harassment Policy (81) A workplace harassment policy: preventing, reporting and responding to concerns. View template
- Policy template Company Overtime Policy (105) Overtime guidelines: who is eligible, how it's approved and how it's recorded. View template
- Policy template Hybrid Workplace Policy (88) A hybrid work policy: eligibility, office days, equipment and expectations. View template
What turns a template into your payroll proposal
A template gives you the structure. Three things make it Ashgrove's: the pricing sheet that prices it, the HR modules a client can tick, and the set-up fee paid as the client signs.
In the editor each connected line shows where it gets its numbers: the processing line's description and unit price come from cells in the Headcount tab, and the monthly total goes back into B14. Every line stays at a quantity of one; the sheet sets the price, never the quantity.
- Your rate card as a Spreadsheet block (Essentials and up)
- HR modules as optional lines the client ticks
- Set-up fee paid on signing via Stripe or PayPal
- Monthly charges shown, invoiced by you
Your services, priced
| Item | Billing | Unit price |
|---|---|---|
| Payroll · every pay run | ||
Payroll processing · 86 employees, about 276 payslips a monthWeekly, fortnightly and monthly pay runs · $6.40 a payslip Description ← Headcount!B9 Unit price ← Headcount!B8
|
Monthly | $1,766.40/mo |
| HR modules Tick to add | ||
| Monthly | $387.00/mo | |
| Monthly | $154.80/mo | |
| Monthly | $95.00/mo | |
| Getting started | ||
Onboarding & payroll set-up · 86 employees$1,200.00 + $12.00 per employee: data import, a parallel first run Unit price ← Headcount!B12
|
Once | $2,232.00 |
- Monthly
- Services
- $2,153.40
- Tax (10%)
- $215.34
- Monthly inc tax
- $2,368.74/mo
- Once, on signing
- Set-up
- $2,232.00
- Tax (10%)
- $223.20
- Paid on signing
- $2,455.20
Monthly total → Headcount!B14 Per employee $25.04 a month
Monthly charges are invoiced by Ashgrove under your service agreement. They're shown here; QuoteCloud doesn't bill them.
Policy templates become your library
Start from QuoteCloud's leave, harassment, overtime and hybrid work policy templates, rewrite them in your firm's voice and save each policy to your company content library. From then on, every client's pack is assembled from your approved versions.
Lock the policies that must not change on Business; tailor the rest for each client and get the pack signed off.
- Content libraries: Essentials and up
- Locked blocks: Business
- Where each policy came from, on every pack
What's in your pack
Assembled from Ashgrove's content library
- 01Staff handbookHandbook · 14 pagesTailored
- 02Code of conductPolicyFrom library Locked
- 03Bullying & harassmentPolicyFrom library Locked
- 04Leave & time offPolicyTailored
- 05Hybrid & remote workPolicyTailored
- 06Social mediaPolicyFrom library Locked
- 07Conflict of interestPolicyFrom library Locked
- 08Overtime & on-callPolicyNew
Start from a template, or send us yours
Free for 14 days, no credit card required. One template conversion is free during the trial on Essentials, Business and Enterprise.
Free during the trial
Send us your current proposal and rate card
We'll convert one template for you during the trial: your Word proposal into a QuoteCloud template, ready for your pricing sheet and payment step.
Onboarding services
Payroll & HR outsourcing proposal
Payroll & HR support for Brightwater Bakeries
Your bakehouse, two shops and head office run three pay frequencies. We'll run every pay run, answer your managers' HR questions and take the set-up off your hands. Pick the HR modules you want, then sign.
Which template for which job
The real templates above, matched to the documents HR & payroll firms send.
Payroll outsourcing proposals
Start from the HR Services Proposal and add your pricing sheet. Payroll proposals.
HR retainers and tiers
Start from the Human Resources Proposal and add packages the client compares. Service tiers.
HR audits
Use a proposal template as the report's frame, then add a Forms block and priced fixes. HR audits.
Contracts you prepare for clients
The employment and temporary employment contract layouts, adapted to the client's local obligations.
Policy packs
The four policy templates as the first entries in your content library. Policy packs.
Client onboarding packs
Combine your agreement, a set-up questionnaire and a go-live plan. Onboarding packs.
Template questions
Does QuoteCloud have HR and payroll proposal templates?
Yes. The template library includes an HR Services Proposal and a Human Resources Proposal, employment and temporary employment contract layouts, and workplace policies for paid time off, harassment, overtime and hybrid work. Start from one, add your pricing sheet, content and payment step, and send.
Are the contract and policy templates legally compliant?
Treat them as starting layouts, not legal advice. Employment obligations differ by country and region, so adapt every contract and policy to your client's local obligations, or have them reviewed, before you use them. QuoteCloud doesn't check documents against any law.
Can you convert our existing Word proposal?
Yes. One template conversion is free during the trial on the Essentials, Business and Enterprise plans. Send us your current proposal and rate card spreadsheet and we'll build it as a QuoteCloud template. Onboarding and professional services are available if you want more help.
Can our Excel rate card go into the template?
Yes. The Spreadsheet block imports .xlsx files with their tabs and formulas, and it's on Essentials and up. Connect cells to price lines' descriptions and unit prices, and bring the price table total back into a cell. Your rates and formulas stay your own.
Everything an HR & payroll firm sends
See each template at work in a finished sample document.
-
Payroll outsourcing proposalsPer-payslip and per-employee pricing, modules the client ticks, a set-up fee paid on signing and the monthly charges set out.Explore
-
Policy & handbook packsPolicies assembled from your content library, locked where they must not change, sent for the client to review and sign off.Explore
- Headcount pricing calculatorsYour pricing spreadsheet as a block in the proposal: headcounts by pay frequency set the lines, the total comes back per employee.
- HR service tiers & retainersPayroll only, payroll with HR advice, or a full HR partner: tiers the client compares and chooses inside the proposal.
- HR compliance audits & remediation quotesA health-check questionnaire, the audit report with ratings and findings, and the fixes priced as options the client signs for.
- Client onboarding packsEverything a new client signs and fills in to start: authority forms, a set-up questionnaire and the go-live plan.
- HR & payroll service agreementsScope, service levels in your words, monthly charges and terms, signed by two directors with a certificate of authenticity.
- Renewals & headcount changesAgreements nearing expiry in one list, renewal offers revised for this year's headcount, and price changes signed, not emailed.
- AI-drafted proposals & audit reports with MCPConnect your AI assistant through QuoteCloud's MCP service and have it draft proposals and audit reports for a consultant to review.
- CRM, accounting & automationHubSpot, Pipedrive, Xero, QuickBooks, Zapier, Make and the API, connected the way each one really connects.
- QuoteCloud implementation for HR & payroll firmsYour rate card rebuilt as a spreadsheet block, your policy library loaded, payments connected and consultants trained.
- FAQAnswers to the questions payroll bureaus, outsourced HR providers and HR consultancies ask most.
Your template, priced by your own rate card
Free for 14 days. No credit card required.