Bear Consulting Services
Free self-serve check

Unit4 HR and payroll health check

Twelve questions on your Unit4 Business World configuration, free and scored on this page in about two minutes. No email address, nothing sent.

01

Format and scoring

Twelve questions in six pairs. Each pair covers one of the six areas a Unit4 X-Ray assesses.

01

Twelve questions, two per area

Configuration drift, defect inventory, control gaps, undocumented architecture, capability deficit and cloud readiness. Two questions on each.

02

Scored in the page

Each answer scores nought, one or two, giving a score for each area and a total out of twenty-four, worked out in your browser.

03

The result shows where to look next

The result gives a band and the highest-scoring areas, including tied scores. If every area scores zero, no weak area is named.

The health check is a self-assessment. It scores what you believe about the configuration.

02

The twelve questions

Answer for the Unit4 HR and payroll system you are responsible for. You do not need to be a Unit4 administrator, and no question asks for a number, a name or anything that identifies your organisation.

This health check needs JavaScript to calculate your result. Enable JavaScript and reload the page. You can still read the questions below.

Area 01: configuration drift
1. Can you produce a current, agreed list of the personnel and position attributes and flexi fields in use, each with a named owner?
2. When a position or a resource record is changed, is there a record of who authorised the change and why?
Area 02: defect inventory
3. Do you hold one list of open Unit4 HR and payroll faults, each with a root cause recorded rather than a workaround?
4. Do absence or payroll errors get carried from one period into the next because nobody can close them?
Area 03: control gaps
5. Have Unit4 roles and access rights been recertified in the last twelve months, with leavers removed?
6. Is there a current segregation-of-duties and approval-limit matrix for Unit4 that somebody owns?
Area 04: undocumented architecture
7. Is there a written procedure set covering the monthly payroll cycle that a new starter could follow?
8. Is there a current written picture of the interfaces, alerts and automated tasks around Unit4?
Area 05: capability deficit
9. Can your own team write and run the browser queries, Excelerator templates and reports it needs, without external help?
10. Is each year-end and statutory patch proved against a written plan before the live run?
Area 06: cloud readiness
11. Do you know which Unit4 processes still depend on the smart client, and what the web client equivalent is for each?
12. Do data loads and migrations into Unit4 have documented validation and rollback criteria agreed before the load?

Twelve questions to answer. The result appears in the next section.

03

Your result

Your answers stay in your browser. Nothing is kept after you close the tab.

Not scored yet

Answer the twelve questions above and select Show my result. Your band and any areas to examine will appear here, with tied scores shown together.

04

What the health check cannot see

The health check cannot see the system. The score is only as honest as your answers, and two people in the same organisation can answer the same twelve questions differently.

A Unit4 X-Ray by Bear Consulting Services examines the system itself.

05

What a Unit4 X-Ray adds

Four things this page cannot do and Bear Consulting can.

01

Evidence from the system

The consultant works from read-only access to your Unit4 system and interviews the people who run it.

02

Diagnostic queries and a configuration trace

The queries and the trace run against the system itself, across the area agreed at scoping.

03

Three written deliverables

A plain-English executive report, a technical configuration blueprint for the in-house Unit4 team, and a sequenced remediation roadmap with effort and risk profile.

04

The evidence pack is handed over

The SQL evidence pack and diagnostic queries are handed over at the end of the engagement and run again without the consultant.

Price
£7,000excluding VAT, indicative, subject to scoping
Duration
One week of worksubject to agreed scope
06

Further reading

Three articles on the same ground.

Diagnosis

Twelve checks you can run on your own Unit4 HR and payroll configuration

The written form of this health check, one area at a time.

Mircea Rogojan-Rush 18/09/2026

Diagnosis

Absence, work schedules and entitlement: where Unit4 drifts

Code and category design, half-pay and nil-pay transfer, balances and holiday calculation, and the open absence errors that carry between periods.

Mircea Rogojan-Rush 18/09/2026

Awareness

What configuration debt looks like in a mature Unit4 system

What drift is, where it builds up, why it survives and what it costs at upgrade.

Mircea Rogojan-Rush 18/09/2026

07

Contact

To discuss the result, book a 30-minute call.

The call covers whether a Unit4 X-Ray is the right next step for your system.

Book a 30-minute call See what a Unit4 X-Ray does