AssessTEAM Features
Core HR (23)
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
Expense Management
Contains functionality for employees to submit expenses reports and track reimbursments
Salary Structures
Manages position descriptions and pay grades/structures for each role
Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
Benefits Administration
Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options
Goal Management
Allows employees to set and manage work or career related goals
Benefits Management
Record employee's benefit plans and selections throughout career progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Training Management
Track employee/learner's progression through training programs
Timesheet Management
Track the amount of time spent on a job or task
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Platform (80)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
Time Tracking (5)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Task Progress Tracking
Track the status and progress of tasks
Client Invoicing (5)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile Time Tracking (15)
Project Time Tracking
Measure time to completion or hours worked for projects
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Time Tracking by Client
Track time worked per client
Project Tracking
Monitor the progress of projects from start to finish
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Project Time Tracking
Measure time to completion or hours worked for projects
Leave Tracking
Manage and track employee attendance
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Online Time Tracking
Track employee and task times using internet connection
Offline Time Tracking
Track employee and task times without internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Administration (16)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Portfolio Management (5)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Project Management (6)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Change Management
Track and monitor efficient handling of all changes/transitions
Resource Management (3)
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Communication (4)
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Confidence Levels
Allows users to rate their confidence level concerning goal completion.
Messaging Integrations
Integrates with outside business instant messaging tools.
Onboarding
Provides built-in onboarding tools for new user adoption.
Goal Creation (4)
Team OKR
Allows users to make team-wide OKRs.
Individual OKR
Allows users to make OKRs for individual team members.
Action Item Creation
Allows users to create goals and takss based on action items decided in in-person meetings.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Platform Basics (6)
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Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (8)
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Process/Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (12)
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Integrations
Integrates with business solutions such as HRIS systems and social tools.
Mobility
Is accessible from a mobile device and by users on the go.
Corporate Discounts
Corporate discount platforms provide employees with access to discounts on products and services.
Employee Engagement
Provides employee survey and feedback features.
Rewards
Provides flexible and easy-to-manage employee reward options.
Performance reviews (7)
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360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
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Customizable Forms
Provides customizable employee review forms and questions.
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Review Cycle Tracking
Follow the progression of a task associated with performance reviews
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
customizable forms
Provides customizable employee review surveys and questionnaires.
360 reviews
Facilitates 360-degree feedback between managers, employees, and peers.
Goals (2)
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Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
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Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (9)
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Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
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Requesting Feedback
Allows employees or managers to request feedback from other employees.
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1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
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Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
requesting feedback
Allows employees or managers to request feedback from other employees.
continuous feedback
Collects continuous feedback, or regular exchanges of feedback between employees.
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
Data (7)
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Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
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Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Dashboard and Reporting
Generates in-depth visual dashboards and reports based on employee performance data.
Historical Analysis
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Strategy - Project and Portfolio Management (25)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Management
Create, manage and track all task activities and progression
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Assignment Management
Assign issues and tasks based on availability or required skills
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Time Tracking
Measure time to completion or hours worked for projects
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Project Tracking
Monitor the progress of projects from start to finish
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Agentic AI - Performance Management (3)
Succession Planning
Manages talent pool to ensure key indivduals are being prepared for key roles.
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Objectives and Key Results (OKR) (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (248)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Assessment Management
Creation, administration, and evaluation of assessments or tests
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Portal
Online portal where employees can access and track their own information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Email Reminders
Reminders sent via email
Rater Selection
Process of choosing individuals who will assess and provide feedback on an employee's performance during a performance appraisal
Appraisal History
Survey/Poll Management
Create and administer polls and surveys
Customizable Branding
Add customized logos and colors to align with company branding
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Self Assessment
An individual's evaluation of his or her own strengths, weaknesses, and skills
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Performance Review Management
Create, fill out, and send performance reviews to individual employees
Benchmarking
Compare key metrics for the business against prominent players in the industry
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Predictive Analytics
Predict future data based on historical data sets
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Sick Leave Tracking
Track and manage sick leave time
Customizable Branding
Add customized logos and colors to align with company branding
Mobile App
Access the system via a mobile application
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Reports
Alter the layout and content of reports
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Employee Profiles
Centralized storage for employee data, records, and performance metrics
For Cloud
Software that is accessible through the cloud with an active internet connection
Employee Training
Time Off Requests
Tools that allow employees to request/schedule time off
Data Import/Export
Import and export data to and from software applications
Estimating
Estimate expected cost based on various factors before a project begins
Timer
Multi-Currency
Manage and handle various international currencies
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Fields
Customize data fields to support various needs and use cases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Summary Reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Automatic Time Capture
Automate recording of time to reduce human error
Overtime Calculation
Manage and record overtime hours for hourly employees
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Language
Manage and support multiple languages
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Employee Portal
Online portal where employees can access and track their own information
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Weighted Performance Measures
Assess skills, outcomes and results using preset metrics and averages
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Peer Appraisals
Peer/teammate feedback and review on individual's performance
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Self Assessment
An individual's evaluation of his or her own strengths, weaknesses, and skills
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Performance Review Management
Create, fill out, and send performance reviews to individual employees
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Training Management
Track employee/learner's progression through training programs
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
AI Summarization
Uses AI to condense large amounts of text, audio, or video data into a coherent form
Competency Management
Catalog, manage, and develop employee skill sets
API
Application programming interface that allows for integration with other systems/databases
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Budgeting/Forecasting
Create budgets based on historical data and future projections
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Projections
Estimate or forecast of a future scenario based on the study of present trends
Demand Forecasting
Forecast customer demand using historical insights and simulations
Multiple Projects
Ability to handle several projects simultaneously
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Project Templates
Pre-designed project plans that can be customized
Commenting/Notes
Leave comments and notes on documents for others to view
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Planning Tools
Real-Time Updates
Receive system updates as soon as any changes are made
Project Workflow
Create, manage, or update project workflows.
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Negative Feedback Management
Identify, track, and respond to negative feedback
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Real-Time Reporting
Active reporting of data and metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Task Progress Tracking
Track the status and progress of tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Planning
Organize and schedule projects
Data Visualization
Graphical representation of data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Task Management
Create, manage and track all task activities and progression
Real-Time Updates
Receive system updates as soon as any changes are made
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Progress Reports
Document and report the progress of ongoing projects
Single Sign On
Allow users to access multiple services after entering their login credentials once
Goal Management
Allows employees to set and manage work or career related goals
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Dashboard
Alter the layout and content of dashboards
Real-Time Data
Receive data and information in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Storage
Store and organize documents in a centralized system
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
KPI Monitoring
Tracking the status of previously identified performance measurements
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Goal Management
Allows employees to set and manage work or career related goals
eCards
Digital greeting cards that are sent electronically, usually via email
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Gamification
Games or game-like elements to track progress and reward accomplishments
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Chat/Messaging
Communicate using direct chat or messages within the system
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Mobile Access
Access software remotely via mobile devices
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Customizable Branding
Add customized logos and colors to align with company branding
Nominations
Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award
Recognition Tracking
Track accrued recognition and rewards at an individual employee level
Social Recognition
Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement
Awards Management
Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Rewards Catalog
A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more
Manager-to-Employee Recognition
Allows managers to praise, recognize skills, and give feedback to their employees
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Commenting/Notes
Leave comments and notes on documents for others to view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
API (1)
API
Application programming interface that allows for integration with other systems/databases
Calendar Management (1)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Recruitment Management (1)
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
Electronic Signature (1)
Electronic Signature
Digitally sign online documents
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Attendance Tracking (1)
Attendance Tracking
Track the attendance of specific individuals or groups
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management (1)
Document Management
Store, manage, and track all electronic documents in a centralized location
Self Service Portal (1)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reminders (1)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Vacation/Leave Tracking (1)
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Reporting (1)
Real-Time Reporting
Active reporting of data and metrics
Employee Management (1)
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Project Time Tracking (1)
Project Time Tracking
Measure time to completion or hours worked for projects
Performance Management (1)
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Audit Trail (1)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Applicant Tracking (1)
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Benefits Management (1)
Benefits Management
Record employee's benefit plans and selections throughout career progression
Time Off Requests (1)
Time Off Requests
Tools that allow employees to request/schedule time off
Biometric Recognition (1)
Biometric Recognition
Facial or other physical recognition to confirm identity
Automated Scheduling (1)
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Labor Forecasting (1)
Labor Forecasting
Predict labor requirements based on past and present data/trends
Approval Process Control (1)
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Payroll Management (1)
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Payroll Reporting (1)
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Employee Portal (1)
Employee Portal
Online portal where employees can access and track their own information
Employee Time Tracking (1)
Employee Time Tracking
Track and measure time worked for employees
Commission Management (1)
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
HR Management (1)
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Labor Cost Reporting (1)
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Geofencing (1)
Geofencing
Virtual perimeter for a real-world geographic area
Employee Database (1)
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Onboarding (1)
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Sick Leave Tracking (1)
Sick Leave Tracking
Track and manage sick leave time
Time Off Management (1)
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Employee Training (1)
Employee Training
Clock In/Out (1)
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
360 Degree Feedback (1)
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Employee Profiles (1)
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Timesheet Management (1)
Timesheet Management
Track the amount of time spent on a job or task
Employee Scheduling (1)
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Lockout Periods (1)
Lockout Periods
Ensure employees can only clock in and out during certain times.
Talent Management (1)
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Overtime Calculation (1)
Overtime Calculation
Manage and record overtime hours for hourly employees
Break Management (1)
Break Management
Manage and track employee breaks
For Cloud (1)
For Cloud
Software that is accessible through the cloud with an active internet connection
Benefits Dashboard (1)
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Automatic Time Capture (1)
Automatic Time Capture
Automate recording of time to reduce human error
Succession Planning (1)
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Compensation Management (1)
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Learning & Development (1)
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Punch card (1)
Punch card
Clock in and out online or with a card
Time & Attendance (1)
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.