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Penjerdel Employee Benefits and Compensation Association
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     World at Work

Certification Seminar T12

Outsourcing and Managing HR Service Partners
 

Course Overview
This two-day course will lead you through the stages involved in establishing and maintaining a relationship with an HR outsource partner. In this intermediate-level course, you will learn how to select a service partner, negotiate the contract, transition responsibilities to them and manage the partnership. You'll have an opportunity to discuss issues that arise when deciding whether outsourcing functions are right for your organization, which type of service provider you should choose, what performance expectations are appropriate and how you will know if their resources and expertise are appropriate for your organization's needs. On the third morning, an optional certification exam covers the content of this course.

Who Should Attend
Middle- to senior-level HR professionals that outsource and manage HR service partner relationships with third-party administrators, consultants and claims processors.

What You Will Learn

Introduction to Outsourcing

  • Types of outsourcing
  • Why consider outsourcing?
  • Advantages and disadvantages of outsourcing
  • Building the business case
  • Effect of outsourcing on HR

Selecting a Service Partner

  • Forming the selection team
  • Assessing the situation
  • RFI and RFP basics
  • Drafting an RFP
  • Judging the bidders
  • Making the decision

Negotiating and Finalizing the Contract

  • The letter of intent
  • The contract and its content
  • Contract provisions and performance measures
  • Negotiation power
  • Final contract review

Transition to the New Service Partner

  • Transition tips
  • Terminating existing contracts
  • The implementation team
  • Logistical issues
  • Communicating the transition

Managing the Relationship

  • Building the partnership
  • Client/vendor etiquette
  • Monitoring performance
  • Issues and challenges
  • Resolving disputes

Completion of the Contract Term

  • Contract expiration
  • Renew or renegotiate
  • Re-bidding the contract
  • Terminating the contract

PEBA members: $895

WAW members: $985

Nonmembers: $1,485

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