Hiring template
Hire vs Automate Worksheet
Decide what kind of help the work actually needs.
Compare deletion, simplification, automation, delegation, contracting, and hiring for one workflow.
Run the calculator
Hire vs Automate
Audit deletion
Work Deletion
Worksheet prompts
Use one workflow at a time.
- Task description
- Why the task exists
- Current hours
- Error risk
- Customer sensitivity
- Human judgment required
- Automation risk
- Review time
- Setup cost
- Best option: delete, simplify, automate, delegate, contract, or hire
When to use this
Use this template after you have run the related calculator or named the business assumption you need to act on. The template is meant to turn the result into a next step, not replace the math.
When not to use this
Do not use this as a legal, tax, payroll, accounting, contract, or compliance conclusion. If the result affects filing, worker classification, contracts, payroll, tax elections, or provider terms, use the template to prepare better questions for the right professional.
Download / copy
Print or save this page after you adapt the template to the result you calculated.
Tools that may help after this template
If this hiring workflow repeats, software may help track inputs, owners, reminders, approvals, or records. Kefiw may earn a commission from some links, but recommendations should be based on the decision you are trying to make, not commission size.
FAQ
Should I run the calculator before using the template?
Yes when the template depends on a number, score, threshold, or result state. The template is strongest when it acts on a specific result.
Can I use this as-is?
Use it as a starting point. Adjust the wording, numbers, timing, scope, and assumptions to match your business situation.
How to use this template well
Use one role, task group, or automation idea at a time. Write the actual work, the exceptions, the review burden, and the owner decisions that will remain after the hire. That makes the template a readiness check instead of a job-posting exercise.
A hiring template can mislead when the process is unclear. If the work cannot be explained, measured, or reviewed, hiring may add management load before it adds useful capacity.