Test complete workflows, including exceptions
Ask providers to demonstrate onboarding, a pay change, a benefit event and a manager request. Look for status, ownership, approvals and correction paths. A polished dashboard is not enough if staff must use email or spreadsheets when a normal workflow fails.
Protect access and future flexibility
Review authentication, audit logs, permissions, integration limits, backups and incident procedures with qualified advisers. Confirm that the business can retrieve usable records during the relationship and at exit. Avoid unnecessary dependence on provider-controlled reports.
For related guidance, read employee data security and HRO reporting features.