HR outsourcing proposal: Free template

Customize this free HR outsourcing proposal with Cobrief

Open this free HR outsourcing proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the scope of services, the client’s size, and industry needs. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching full-service HR outsourcing, fractional HR support, or outsourced compliance, payroll, and employee relations. Whether you're a solo HR consultant or part of a firm, this version gives you a structured head start and removes the guesswork.

What is an HR outsourcing proposal?

An HR outsourcing proposal outlines how you’ll handle some or all HR functions on behalf of a client. It usually includes a breakdown of responsibilities, service levels, tools used, pricing, and support structure — helping businesses streamline operations without needing to build an in-house team.

A strong HR outsourcing proposal helps you:

• Define the scope of outsourced HR services clearly.
• Build trust with structured support and transparent pricing.
• Set expectations on turnaround times, communication, and systems.
• Show how your support will reduce workload and improve compliance.

Why use Cobrief to edit your proposal

Cobrief makes it easy to build, refine, and share polished HR outsourcing proposals — with built-in AI tools to help at every step.

• Edit the proposal directly in your browser: No formatting required — just click and customize.
• Rewrite sections with AI: Clarify your service scope, simplify complex language, or adjust tone quickly.
• Run a one-click AI review: Spot weak or unclear sections and improve them instantly.
• Apply AI suggestions instantly: Accept suggestions individually or apply all changes with one click.
• Share or export instantly: Send via Cobrief or download a clean PDF or DOCX in seconds.

Deliver high-trust, ready-to-send proposals without starting from scratch.

When to use this proposal

Use this HR outsourcing proposal for:

• Offering full HR department support to small or mid-sized businesses.
• Providing payroll, compliance, benefits, or employee relations services.
• Serving as a fractional HR business partner or outsourced HR director.
• Replacing or supplementing an in-house HR function.
• Responding to RFPs for HR support services.

It works across industries and business sizes.

What to include in an HR outsourcing proposal

Each section helps the client understand what’s covered, how you’ll work, and what outcomes to expect:

• Executive summary: Summarize the client’s HR needs and how your outsourced solution will help reduce admin workload, improve compliance, and create a better employee experience.
• Scope of work: Outline exactly what’s included — such as onboarding/offboarding, payroll processing, benefits administration, compliance reporting, employee handbook updates, or manager support.
• Service delivery model: Explain how support will be delivered — email, phone, scheduled check-ins, on-call availability, access to HR platforms, etc.
• Timeline and availability: Clarify response time, monthly support hours (if applicable), and any onboarding or transition period.
• Pricing: Present your fee structure — retainer-based, tiered, per-employee, or hourly. Clearly state what’s included at each pricing level.
• Terms and conditions: Cover payment schedule, data security, confidentiality, liability, and termination clauses.
• Next steps: Provide a clear CTA — like “Reply to confirm,” “Schedule an onboarding session,” or “Sign to proceed.”

How to write an effective HR outsourcing proposal

This proposal should feel operational, dependable, and client-focused:

• Focus on business outcomes: Emphasize efficiency, compliance, and peace of mind.
• Be specific about deliverables: Avoid vague phrases like “general support” — list exactly what’s covered.
• Define how support works: Let clients know how they’ll communicate with you and what to expect.
• Include service tiers or customization: Many businesses appreciate flexible options.
• Keep formatting clean: Use headings, bullets, and short sections for easy reading.
• Make it easy to move forward: End with a clear, simple next step.

Frequently asked questions (FAQs)

---

This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.