BambooHR Features
Core HR (23)
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Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
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Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
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Expense Management
Contains functionality for employees to submit expenses reports and track reimbursments
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Salary Structures
Manages position descriptions and pay grades/structures for each role
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Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
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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
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Goal Management
Allows employees to set and manage work or career related goals
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Benefits Management
Record employee's benefit plans and selections throughout career progression
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Employee Management
Track employee schedules, availability, and performance across projects and tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
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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
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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
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Document Management
Store, manage, and track all electronic documents in a centralized location
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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
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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 (107)
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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.
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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
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Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
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Scalability
Allows administrator to easily add employees and grow payroll process as their company grows.
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Timesheet Management
Track the amount of time spent on a job or task
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Benefits Management
Record employee's benefit plans and selections throughout career progression
Document Management
Store, manage, and track all electronic documents in a centralized location
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
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Team Management
Organizing a group of people to accomplish a task
Policy Management
Create, manage, and track policies and procedures within an organization
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Deduction Management
Determine what amounts employees should contribute towards their benefits from each paycheck
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Receipt Management
Upload, track, and submit receipts in a central database
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Expense Management
Plan, pay and track business related expenses.
Time Tracking (6)
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
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
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 (24)
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
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Payroll Entry
Allows administrator to enter payroll for all employees based on salary or total hours worked.
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Time Off Accrual
Calculation and tracking of sick and vacation days.
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Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
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Expense Reimbursement
Allows administrator to reimburse employees for business-related purchases.
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Pre-tax Deductions
Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
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Wage Garnishment
Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
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Approvals
Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
Split Deposits
Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.
Employee Self Service (5)
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Web Portal
Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
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Benefits Manager
Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
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Mobile
Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Self Service
Gateway through which employees can access the system
Taxes (3)
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Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
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Tax Filing
Files payroll tax forms automatically for federal, state, and local taxes.
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Automatic Tax Payment
Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Integration (10)
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API / 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.
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Time Tracking Integration
Enables administrator to import hours from time tracking systems.
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Accounting Integration
Provides standard integration with third party accounting software.
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Core HR Integration
Provides standard integration with third party core HR software.
API
Application programming interface that allows for integration with other systems/databases
401(k) Tracking
Track 401(k) participant contributions and employer match
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Workforce Management Platform Features (29)
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Labor Forecasting
Predict the number and types of employees necessary to meet anticipated demand to control labor costs.
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Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
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Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
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Absence & Leave Management
Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.
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Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
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Workforce Analytics
Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.
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Self-Service Capabilities
Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.
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Mobile Shift Scheduling
Managers and employees can create or claim available work shifts and receive notifications on their mobile device.
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Team Communication
Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.
Budgeting/Forecasting
Create budgets based on historical data and future projections
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Timesheet Management
Track the amount of time spent on a job or task
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sick Leave Tracking
Track and manage sick leave time
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Skills Tracking
Track employee skills, competencies, training & qualifications
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Benefits Administration Platform Features (36)
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
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
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
Deduction Management
Determine what amounts employees should contribute towards their benefits from each paycheck
Training Management
Track employee/learner's progression through training programs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Workflow Management
Create, design and manage workflows for repetitive tasks
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Retirement Plan Management
Set up and manage retirement benefits for your employees
Provider Management
System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Portal
Online portal where employees can access and track their own information
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Benefits Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Integrations / APIs
The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Mobility
Is accessible from a mobile device and by users on the go.
Sourcing (7)
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Candidate Search
Searches for qualified candidates by integrating with career sites.
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Career Page Configuration
Configures branded career page for the users website.
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Candidate Sourcing
Proactive search for potential hires to fill current and future job openings and build talent pipelines
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Job Posting
Posts job listings to job boards.
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Candidate Sourcing Metrics
Reports where applicants are finding job listings.
Boolean Search
Capability to use a search engine via operators like AND, NOT, and OR
Resume Search
Search through the software for stored resumes
Candidate Management - Applicant Tracking System (16)
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Candidate Evaluations
Enables users to share feedback on candidates.
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Applicant Data Management
Stores applicant data that can be accessed by multiple people on a team.
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Hiring Processes Tracking
Tracks a candidates spot in the hiring process.
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Scheduling
Integrates with calendars and allows the scheduling of phone screens and interviews.
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Workflow Building
Enables the building of custom recruiting workflows.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Candidate Management
Build, track, and maintain relationships with candidates
Task Management
Create, manage and track all task activities and progression
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
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
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Job Management
Manage and track all job information and associated tasks
Platform Content (11)
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E-Forms
Provides electronic forms for employees to complete.
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E-Signature
Enables new hires to sign forms electronically.
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Background Checks
Enables the employer to perform background checks.
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Offer Letter Approvals
Provides user with offer letter templates.
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Offer Letter Templates
Enables all stakeholders to approve offer letters.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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.
Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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
Platform Additional Functionality (12)
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Self-Service Portal
Enables employees to login and view their onboarding process.
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Automated Team Introductions
Introduces new hires to employees based on org chart.
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Compliance Training
Provides training on relevant compliance issues.
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Automated Onboarding Workflows
Provides workflows which track new hire progress.
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Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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.
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
Platform Data (8)
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Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
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Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
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Visualization
Contains tools to visalize data sets or workflows.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Visualization
Contains tools to visalize data sets or workflows
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automation (1)
Process Automation
Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.
Logistics (9)
Dashboards & Reporting
Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.
Data Collection
Labor data collection options include web, mobile, and hardware.
Lanuguage Options
Provide multiple language options for a global user base.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Real-Time Reporting
Active reporting of data and metrics
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
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Integrations & APIs
API's typically enable integration of data, logic, objects, etc. with other software applications.
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User, Role and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users.
Management (17)
Schedule Creation Tools
Tools that help in scheduling and shift creation and management.
Schedule Management
Tools that manage vacation, holidays, absences, breaks, and overtime.
Employee Leave Management
Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.
User Access
Grant access to select features and data based on the users' role, both internally and externally.
User Role Access
Provides employees self service access and managers a centralized view.
Employee Information
Ability to manage employee information.
Employee Information Automation
Automate employee promotions and position changes and company policy changes.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
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
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
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Mobile Access
Access software remotely via mobile devices
Monitoring (5)
Regulations Enforcement
Enforce federal, state, and organization regulations.
Compliance Monitoring
Monitor and maintain compliance.
Integration
Provide integrations with payroll software.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Basics (7)
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Interoperability
Connects to external systems and applications as needed to complete workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
Ad hoc Reporting
Generate one-off reports that meet information requirements
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Content (5)
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Automation
Automates some or all operation related tasks
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Content Creation
Contains tools that allow users to create original content directly within the application
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Distribution Features
Features to distribute content through a variety of channels including job boards, social, websites, etc.
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Automation
Automates some or all operation related tasks
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Platform Basics (7)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Internationalization
Supports use by multi-national organizations with appropriate languages, currencies and other conversions.
Security
Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks.
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.
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.
Platform Functionality (2)
Customizability
Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Mobility
Is accessible from a mobile device and by users on the go.
Additional Functionality (503)
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Cloud
Provides a cloud based version of the platform
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Mobility
Is accessible from a mobile device and by users on the go.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Status Tracking
Track the status over time for a request, process, asset, or transaction
Sick Leave Tracking
Track and manage sick leave time
Overtime Calculation
Manage and record overtime hours for hourly employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
API
Application programming interface that allows for integration with other systems/databases
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
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Biometric Recognition
Facial or other physical recognition to confirm identity
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
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
Project Time Tracking
Measure time to completion or hours worked for projects
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Leave Tracking
Manage and track employee attendance
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lockout Periods
Ensure employees can only clock in and out during certain times.
Electronic Signature
Digitally sign online documents
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Geofencing
Virtual perimeter for a real-world geographic area
Labor Forecasting
Predict labor requirements based on past and present data/trends
Employee Portal
Online portal where employees can access and track their own information
Employee Time Tracking
Track and measure time worked for employees
Punch card
Clock in and out online or with a card
Automatic Time Capture
Automate recording of time to reduce human error
ACA Reporting
Collect data and compile reports to stay in compliance with Affordable Care Act requirements
Real-Time Reporting
Active reporting of data and metrics
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Leave Tracking
Manage and track employee attendance
COBRA Administration
Manage mandated benefit continuation for employees who no longer work for the company for a limited time period
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Sick Leave Tracking
Track and manage sick leave time
Life Insurance Administration
Set up and manage life insurance benefits for your employees
Health Insurance Administration
Set up and manage health insurance benefits for employees
Benefits Administration Outsourcing
Delegate benefits administration to third party vendors
Disability Insurance Administration
Set up and manage short and/or long term disability insurance benefits
Attendance Tracking
Track the attendance of specific individuals or groups
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Customizable Reports
Alter the layout and content of reports
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Document Storage
Store and organize documents in a centralized system
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
HSA/FSA Administration
Set up and manage health savings and flexible spending accounts for your employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
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
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Security
Protect sensitive data for digital privacy
Employee Handbook
Create and share a new employee handbook with helpful information
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Fields
Customize data fields to support various needs and use cases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing
Create, manage, and send invoices or bills to customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Resume Database
A searchable repository of candidate profiles
Talent Pool
Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Marketing
Create and send email blasts/campaigns
Searchable Database
A collection of records that can be retrieved based on specific queries
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Data Import/Export
Import and export data to and from software applications
Recruiting Firms
Designed to be used by external or 3rd party recruiting or staffing firms
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Social Recruiting
Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Job Requisition
Request a new hire, explain the need, and determine available budget
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Recruiting Firms
Designed to be used by external or 3rd party recruiting or staffing firms
Talent Pool
Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scoring
Automatically calculate score after the assessment
Candidate Profiles
Record candidates' information such as role, professional qualifications, experiences, skills or attributes
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Careers Page
Web page to host job postings, show role descriptions or receive applications from potential candidates
Resume Storage
Upload and store resumes
Customizable Branding
Add customized logos and colors to align with company branding
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Matching Engine
Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Social Recruiting
Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Small Businesses
Designed for small businesses
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Commenting/Notes
Leave comments and notes on documents for others to view
Billing & Invoicing
Create, manage, and send invoices or bills to customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Resume Database
A searchable repository of candidate profiles
Email Marketing
Create and send email blasts/campaigns
Searchable Database
A collection of records that can be retrieved based on specific queries
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Job Requisition
Request a new hire, explain the need, and determine available budget
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
W-2 Preparation
Automatically create and distribute W-2/1099 tax forms to employees.
Multi-Country
Pay employees in multiple countries using correct currencies and correct tax deduction amounts
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Self Service
Gateway through which employees can access the system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Multi-State
Pay employees in multiple states with correct tax deduction amounts in each
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Web-based Deployment
SaaS, web-based, online deployment
Payroll Outsourcing
Delegate payroll processing to third party vendors
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Multi-Currency
Manage and handle various international currencies
Corporate/Business
Software specialized for corporate use
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
1099 Preparation
Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)
Auto Update
Automatic update of information / software
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Accountants
Software specialized for accountants and accounting firms
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
Multi-Location
Manage and support multiple locations
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
For Small Businesses
Designed for small businesses
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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
Real-Time Reporting
Active reporting of data and metrics
Shift Swapping
Managing and trading shift details between employees
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Document Storage
Store and organize documents in a centralized system
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Customizable Reports
Alter the layout and content of reports
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Storage
Store and organize documents in a centralized system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Benefits Management
Record employee's benefit plans and selections throughout career progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compensation Plan Modeling
Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Email Templates
Pre-made examples and templates for emails
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Attendance Tracking
Track the attendance of specific individuals or groups
Real-Time Analytics
Analyze and gain insights into data in real-time
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Real-Time Reporting
Active reporting of data and metrics
Turnover Tracking
Document Management
Store, manage, and track all electronic documents in a centralized location
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Employee Self Service
Gateway through which employees can access the system
Employee Portal
Online portal where employees can access and track their own information
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Visualization
Graphical representation of data
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Task Management
Create, manage and track all task activities and progression
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Import/Export
Import and export data to and from software applications
Secure Data Storage
Securely stores data to prevent data loss or breaches
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
API
Application programming interface that allows for integration with other systems/databases
HR Metrics Library
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Customizable Reports
Alter the layout and content of reports
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Training Management
Track employee/learner's progression through training programs
Survey/Poll Management
Create and administer polls and surveys
Leave Tracking
Manage and track employee attendance
Customizable Reports
Alter the layout and content of reports
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
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Job Scoring
Assigning value to each job based on its relative worth
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Forms
Customize contracts and forms to collect specific information
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Customizable Branding
Add customized logos and colors to align with company branding
For Job Analysts
Intended to be used by job analysts
Benchmarking
Compare key metrics for the business against prominent players in the industry
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Language
Manage and support multiple languages
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Job Comparison
Comparison of multiple jobs
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Status Tracking
Track the status over time for a request, process, asset, or transaction
Factor-based Evaluation
Factors used to evaluate a job such as knowledge, skills, and abilities
Electronic Signature
Digitally sign online documents
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Secure Data Storage
Securely stores data to prevent data loss or breaches
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Status Tracking
Track the status over time for a request, process, asset, or transaction
Sick Leave Tracking
Track and manage sick leave time
Overtime Calculation
Manage and record overtime hours for hourly employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
API
Application programming interface that allows for integration with other systems/databases
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
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Attendance Tracking
Track the attendance of specific individuals or groups
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Timesheet Management
Track the amount of time spent on a job or task
Leave Tracking
Manage and track employee attendance
Team Calendars
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Real-Time Data
Receive data and information in real time
Document Storage
Store and organize documents in a centralized system
Workflow Management
Create, design and manage workflows for repetitive tasks
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Absence Management
Manage and track employee attendance
Time Off Requests
Tools that allow employees to request/schedule time off
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Customizable Reports
Alter the layout and content of reports
Leave Policy Management
Create and manage leave policies including multiple policies per department, branch, shift, region, etc.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
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Employee Portal
Online portal where employees can access and track their own information
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Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
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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
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Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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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
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AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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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
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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.
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Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
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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
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Performance Review Management
Create, fill out, and send performance reviews to individual employees
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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
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Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
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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
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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
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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
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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
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Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Event Calendar
A list of events with their respective dates
Live Streaming
Live stream to multiple devices simultaneously
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Chat/Messaging
Communicate using direct chat or messages within the system
Employee Directory
Access names, contact information, and roles of employees in a centralized repository
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customizable Branding
Add customized logos and colors to align with company branding
Employee Communities
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Audio/Video Messaging
Record and send audio and/or video files by online message or chat
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quizzes
Brief assessments used to measure knowledge and skills
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scheduled Messaging
Send individual or bulk text messages at predetermined times
Read Receipts
Ability to see if recipient has viewed/opened the message
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Space Reservation
Manage the reservation of workspaces
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Real-Time Updates
Receive system updates as soon as any changes are made
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Forms
Customize contracts and forms to collect specific information
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Commenting/Notes
Leave comments and notes on documents for others to view
Employee Photos
Store photos of employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Mobile Alerts
Notifications via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Blogs
Allows users to publish blogs on social site
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Recruiting and Onboarding (6)
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Interview Scheduling
Coordinates interview scheduling via email, phone, or text
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Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
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Sourcing and Candidate Identification
Search broad candidate pool to recruit passive talent
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Interview Scheduling
Coordinates interview scheduling via email, phone, or text
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Applicant Tracking
Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process.
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Job Posting
Ability to post job descriptions and allow candidates to apply within software or on company's website.
Information Distribution (7)
News Feed
Allows information to be distributed via a scrolling news feed.
Newsletter
Allows information to be distributed via newsletter.
Notifications
Allows information to be distributed via push notification.
Email
Allows information to be distributed via email.
Multi-Channel Sharing
Allows administrators to deliver information through multiple channels at once.
Mass Notifications
Send messages to multiple recipients at the same time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Engagement (11)
Employee Generated Content
Able to share pictures, videos or external articles, and users can participate in the communication if authorized
Confirmation
Allows employees to confirm that they have received or read a piece of content.
Comments
Allows employees to leave comments on posts within the application.
Inline Translation
Automatically translates information via machine translation.
Administrative Access
Allows administrators to set permissions within the application.
Content Interaction
Has the ability for users to like and react to a post, comment and share visuals on posts, react to comments left by colleagues, and also tag colleagues if they think it would be interesting to share with others to read too.
Surveys (global & local)
Shares the option for users to answer surveys via the tool from wherever they are are. Has customization options of single, multiple choice, or open text answers, etc.
Chat
Create audience-based chat rooms to share news within their teams, and employees can create private chat rooms as well. Replicates the user experience of employee's favorite apps (e.g. WhatsApp, Messenger, Slack etc.).
Mobile Access
Access software remotely via mobile devices
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Live Chat
Ability to chat online in real time
Performance reviews (5)
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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
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Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
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Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
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 (6)
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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
Data (4)
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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.
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Customizable Reports
Alter the layout and content of reports
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Real-Time Data
Receive data and information in real time
Reports (5)
Score Cards
Score cards visually track key performance indicators (KPIs)
Customizability
Reports can be customized based on the intended audience, available data, length, and depth
Graphs and Charts
The outputs of reports are customizable in using graphs and charts
Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cleaning (3)
Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
Transformation
Change the data format into csv., html, xml, etc.
Generative AI (16)
AI Text Generation
Allows users to generate text based on a text prompt.
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.
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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.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
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.
User Experience & Accessibility - Employee Communications (17)
Native Mobile Application
Contains fully branded mobile app that is available natively via different platforms. Has low bandwidth management to optimize communication between the application and servers.
Branded Experience
Provides customizable web platform for colors, fonts, company branding etc.
Personalized Ux Experience
Targets content based on profiles, attributes, communications needs, etc. Able to personalize end-users' content view based on preferences and interests.
Audience Management & Creation
Creates segmentation groups and communication audiences to target messages, content, features access, etc.
Newsletter Management
Create and update newsletter content to increase engagement
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Email Management
Manage, store and organize emails within the system or via third-party apps
Visitor Management
Allow organizations to streamline the check-in process for visitors.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Screensaver Management
Create/control content and visuals for deployment on multiple screensavers
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Document Management
Store, manage, and track all electronic documents in a centralized location
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Task Management
Create, manage and track all task activities and progression
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Workflow Management
Create, design and manage workflows for repetitive tasks
File Management
Create, save, and store files
Content Distribution - Employee Communications (4)
Newsfeed
Displays application newsfeed content in an engaging and modern manner.
Newsletter Engine
Allows for reaching employees through the Integrated newsletter builder via email
Multi-Channel Sharing
Publishes the content once on the platform and pushing it through to different comms channels. Pushes specific content based on rules to Microsoft Teams, displaying content inside SharePoint, etc.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Additional Features - Employee Communications (4)
Emergency Notifications
Can activate a Must-Read or an Alert. Must-read will be content that a user is exposed to when they connect to the platform. Allows for alerts to appear in full screen and user will not be able to view the platform without reading the content and validating the dedicated button.
Analytics
Analyzes behavior data to understand performance of program via users, content performance of what content performs best, and video content performance determined by what videos have been seen and by who.
Integrations
Connects with API access, low-code/no-code connectors, as well as integrations with intranet, HRIs, Microsoft Teams, Slack etc.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Recruitment Platform - Recruitment Platforms (7)
User Permissions
Gives administrators the power to restrict views, functionality, access, and abilities by role.
Sourcing
Creates an automated, passive source of potential candidates.
Interviews
Schedules, manages, and hosts live or records video interviews.
Dashboard
Provides a detailed analytics dashboard with customization options.
Internationalization & Locationalization
Allows users to use the platform in multiple languages and provides localization options
Customization
Lets administrators customize to accomodate unique workflows with custom rules, fields, views, or algorithms.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recruitment AI - Recruitment Platforms (3)
Candidate Matching
Provides advanced candidate matching or allows for the creation of an "ideal" candidate profile.
Gen AI in Talent Acquisition
Provides generative AI for the creation of job descriptions, onboarding materials, or talent acquisition tasks.
Engagement
Uses automated messaging, tracking, or a chatbot to assist in candidate engagment.
Agentic AI - Employee Communications (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Agentic AI - Recruitment Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
AI - Applicant Tracking Systems (ATS) (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Conversational Automation - AI Agents for HR (2)
Conversational Assistants
Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.
Multi‑Language Support & Localization
Interacts fluently across multiple languages and regions, adapting tone and HR context.
Task Automation - AI Agents for HR (1)
Autonomous Task Execution
Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.
Predictive Analytics - AI Agents for HR (1)
Attrition and Engagement Prediction
Supports analysis sentiment and behavior data to signal disengagement or flight risk.
Compliance & Policy - AI Agents for HR (1)
Policy Enforcement & Compliance
Automatically enforce local regulation and company policy during HR workflows.
Multi‑System Integration - AI Agents for HR (1)
System Integration & Data Access
Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.
Proactive Intervention - AI Agents for HR (1)
Proactive Nudges & Conversation Support
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.
Agent Governance - AI Agents for HR (1)
Human‑in‑the‑Loop Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations.
Talent Acquisition & Recruitment - AI Agents for HR (2)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates.
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication.
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
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
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Compliance Tracking (1)
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Real-Time Notifications (1)
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Escalation (1)
Alerts/Escalation
System alerts about the need to escalate an issue or request
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
User Management (1)
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Templates (1)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data (1)
Real-Time Data
Receive data and information in real time
Usage Tracking/Analytics (1)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Multi-Currency (1)
Multi-Currency
Manage and handle various international currencies
Electronic Signature (1)
Electronic Signature
Digitally sign online documents
Role-Based Permissions (1)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
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
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Assessment Management (1)
Assessment Management
Creation, administration, and evaluation of assessments or tests
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
Document Storage (1)
Document Storage
Store and organize documents in a centralized system
Access Controls/Permissions (1)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Receipt Management (1)
Receipt Management
Upload, track, and submit receipts in a central database
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
Data Visualization (1)
Data Visualization
Graphical representation of data
Project Time Tracking (1)
Project Time Tracking
Measure time to completion or hours worked for projects
Task Management (1)
Task Management
Create, manage and track all task activities and progression
Check Printing (1)
Check Printing
Print paychecks issued to confirm payment of wages or salary
Data Security (1)
Data Security
Protect sensitive data for digital privacy
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Version Control (1)
Version Control
Track revisions and updates made to files and navigate between different versions
Accounting (1)
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Audit Management (1)
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Performance Management (1)
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Multi-Language (1)
Multi-Language
Manage and support multiple languages
Audit Trail (1)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Applicant Tracking (1)
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Surveys & Feedback (1)
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Benefits Management (1)
Benefits Management
Record employee's benefit plans and selections throughout career progression
Direct Deposit (1)
Direct Deposit
Digitally deposit correct payroll amounts into individual employee's bank accounts
HIPAA Compliant (1)
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Time Off Requests (1)
Time Off Requests
Tools that allow employees to request/schedule time off
Expense Management (1)
Expense Management
Plan, pay and track business related expenses.
W-2 Preparation (1)
W-2 Preparation
Automatically create and distribute W-2/1099 tax forms to employees.
Approval Workflow (1)
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Financial Reporting (1)
Financial Reporting
Generate reports to assess the financial performance of an organization
Attendance Management (1)
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Multi-Location (1)
Multi-Location
Manage and support multiple locations
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
HR System Integration (1)
HR System Integration
Integrate with core HR systems such as HRIS, ATS, knowledge bases, and payroll software
Escalation Management (1)
Escalation Management
Define a process for transferring calls/tickets to management
Proactive Tasking (1)
Proactive Tasking
Provide proactive or multi-step task support, not only reactive conversational responses
Proactive Intervention (1)
Proactive Intervention
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders
AI‑Powered Candidate Screening (1)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates
Policy Enforcement (1)
Policy Enforcement
Automatically enforce local regulation and company policy during HR workflows.
Interview & Scheduling Agent (1)
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication
Agent Governance (1)
Agent Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations
Labor Forecasting (1)
Labor Forecasting
Predict labor requirements based on past and present data/trends
Incident Management (1)
Incident Management
Manage and track all disruptions and incidents
HR Automation (1)
HR Automation
Autonomously perform or assist with HR tasks across the employee lifecycle
Policy Management (1)
Policy Management
Create, manage, and track policies and procedures within an organization
Approval Process Control (1)
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Digital Signature (1)
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
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
Corrective and Preventive Actions (CAPA) (1)
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Batch Processing (1)
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
HR Management (1)
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Leave Policy Management (1)
Leave Policy Management
Create and manage leave policies including multiple policies per department, branch, shift, region, etc.
FDA Compliance (1)
FDA Compliance
Track and ensure quality of products in accordance with food and drug administration (FDA) act
Team Management (1)
Team Management
Organizing a group of people to accomplish a task
Labor Cost Reporting (1)
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Training Management (1)
Training Management
Track employee/learner's progression through training programs
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
Tax Compliance (1)
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Leave Tracking (1)
Leave Tracking
Manage and track employee attendance
Risk Management (1)
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
AML Compliance (1)
AML Compliance
Anti-money laundering compliance helps businesses uncover suspicious financial activity
Onboarding (1)
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Sarbanes-Oxley Compliance (1)
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Mobile App (1)
Mobile App
Access the system via a mobile application
Archiving & Retention (1)
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Cash Flow Management (1)
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
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
FMLA Administration (1)
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
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
OSHA Compliance (1)
OSHA Compliance
Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
Team Calendars (1)
Team Calendars
401(k) Tracking (1)
401(k) Tracking
Track 401(k) participant contributions and employer match
Lockout Periods (1)
Lockout Periods
Ensure employees can only clock in and out during certain times.
Regulatory Reporting (1)
Regulatory Reporting
Preparing and submitting reports to regulatory authorities in compliance with industry-specific rules, regulations, and standards
For CPA Firms (1)
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
Talent Management (1)
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
For Mobile (1)
For Mobile
Compatible with mobile devices
Split Deposits (1)
Split Deposits
Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.
For Accountants (1)
For Accountants
Software specialized for accountants and accounting firms
Overtime Calculation (1)
Overtime Calculation
Manage and record overtime hours for hourly employees
KYC Compliance (1)
KYC Compliance
Verify the identity, suitability, and risks involved with maintaining a business relationship
Regulatory Intelligence Feeds (1)
Regulatory Intelligence Feeds
Real-time updates, analysis, and insights on regulatory changes and developments affecting specific industries or jurisdictions
Certification Tracking (1)
Certification Tracking
Maintain personal certifications/qualifications
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
Absence Management (1)
Absence Management
Manage and track employee attendance
Environmental Compliance (1)
Environmental Compliance
Guidelines for conforming to environmental laws, regulations and requirements
Benefits Dashboard (1)
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Multi-Country (1)
Multi-Country
Pay employees in multiple countries using correct currencies and correct tax deduction amounts
ISO Compliance (1)
ISO Compliance
Guidelines set by the International Organization for Standardization
Automatic Time Capture (1)
Automatic Time Capture
Automate recording of time to reduce human error
Multi-State (1)
Multi-State
Pay employees in multiple states with correct tax deduction amounts in each
Succession Planning (1)
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Wage Garnishment (1)
Wage Garnishment
Automatically subtract garnishments from wages
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
Top-Rated Alternatives
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.
Enrollment planning is an institution's attempt to identify, attract, enroll, retain, and graduate a student population aligned with the institution’s purpose and goals while ensuring financial viability. Learn more about enrollment planning and best practices to follow for strategic enrollment management.
Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.
Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages.
Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process.
Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy.


