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# beqom Compensation Management Features

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## Platform (99)

Customization

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Financial Integration

Financial System integration is flexible and easy to maintain

HCM/HRIS Integration

HCM/HRIS integration is flexible and easy to maintain

Customization

System provide sufficient customization to meet business requirements

APIs

System provide well documented API's that can be used to integrate to 3rd party systems

Internationalization

System support multiple currencies and languages to enable business in multiple countries

Performance and Reliability

System is consistently available (uptime) and system's speed is don't impact productivity

Accounting Integration

Integrate with a third-party accounting system

Reward Structuring

Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning.

Event Management

Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments.

Workflow Automation

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Compensation History

Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making.

Automated Compliance

Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors.

Performance Management Integration

Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures.

Embedded Analytics

View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system.

Reporting Capabilities

Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports.

Compensation Data Management

Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information.

Internationalization

Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system.

Bonus Management

Set up bonus schemes and plans in line with corporate and regulatory guidelines and calculate bonus payouts

Real-Time Data

Receive data and information in real time

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Benefits Management

Record employee's benefit plans and selections throughout career progression

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Incentive Management

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Payroll Management

Manage employee salary processes, data, taxes, and records administration efficiently

Budget Management

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

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

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Document Management

Store, manage, and track all electronic documents in a centralized location

Employee Management

Track employee schedules, availability, and performance across projects and tasks

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## Sales Rep Portal (19)

Commission Estimator

Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.

Dispute Management

Method to manage and resolve varialble compensation disputes/descreptancies

Compensation Statements

Method for a salesrep to see breakdown of variable and base compensation payments that have been made.

Plan Documents and Agreements

Features that enable Sales rep to view details of compensation agreements

Individual and Team Performance Reports

Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.

Mobile User Support

System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)

Agency Commission

Commission that an agency charges for services provided to a customer or associate

Tiered Commissions

Increasing commission rates as employees surpass certain revenue targets

Percentage Commissions

Commission structure based on a percentage of the total value of product/services sold

Split Commissions

Commission structure shared between multiple sales reps involved in a sales transaction

Flat Commissions

Set amount of commission paid out for each sale regardless of product/service value

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Document Management

Store, manage, and track all electronic documents in a centralized location

Compensation Management

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Incentive Management

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Workflow Management

Create, design and manage workflows for repetitive tasks

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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## Management Portal (8)

Sales Org Performance Reports

Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions

Monitor Sales Rep Performance

Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives

Territory Assignments/Management

Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.

Quota Assignments/Management

Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.

Commission splits and overrides

Sales manaagement can override/adjust Compensation and split commission manually

Workflow and Approvals

Functionality to approve compensation statements or other processes that require approval relating to sales compensation

Budgeting

Features to model and roll up budgets

Customizable Reports

Alter the layout and content of reports

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## Administration (7)

Adjustments/Dispute Resolution

Functionality that allows admins to adjust and manage compensation disputes

Comp Modeling - Ease of Admin

Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource

Comp Modeling - Design Flexibility

Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires

Comp Statement Calculation and Distribution

Easily creates compensation statements and distributes them to sales team

Reports and Dashboards

Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs

Sales Hierarchy Management

Manages changes to sales organization easily

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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## Incentives (4)

Badges

Assigns achievement badges to high-performing employees based on pre-determined standards.

Triggers

Automatically recognizes achievements that should be added to the leaderboard.

Commission Calculator

Helps users determine sales goals by calculating potential commission rates.

Leaderboards

Highlights top-performing employees to publicly reward their achievements.

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## Personalization (6)

Profiles

Creates user profiles similar to social media pages that display private or public statuses and updates.

Custom Reports

Generates reports with customizable fields to further understand employee performance.

Dashboards

Visualizes individual and team insights such as new leads and outbound calls.

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Sales Reports

Reports specific to sales analysis for trends and strategies

Incentive Management

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

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## Administrative (3)

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Employee Structure

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Behavior Monitoring

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

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## Platform Basics (3)

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.

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## Platform Content (5)

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

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## Platform Additional Functionality (7)

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

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## Performance reviews (5)

360 Reviews

Facilitates 360-degree feedback between managers, employees, and peers.

Customizable Forms

Provides customizable employee review forms and questions.

Review Cycle Tracking

Follow the progression of a task associated with performance reviews

Ongoing Performance Tracking

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Applicant Tracking

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

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## Goals (2)

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Company Goals And OKRs

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

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## Feedback (6)

Continuous Feedback

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Requesting Feedback

Allows employees or managers to request feedback from other employees.

1-On-1 Meetings

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

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

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## Data (4)

Dashboards And Reports

Generates in-depth visual dashboards and reports based on employee performance data.

Historical Data

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Customizable Reports

Alter the layout and content of reports

Real-Time Data

Receive data and information in real time

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## Basic Features (2)

High level regression analysis

Compares cohorts with complex, customizable logic for deeper analysis.

Dashboard

Contains customizable dashboard enabling users to visualize pay gaps.

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## Risk Mitigation (4)

Budgeting

Forecasts potential budgets necessary to remediate pay inequities.

Legislation

Tracks legislative updates and provides reporting necessary for local, regional, or international government authorities.

Regression analysis

Facilitates the creation of a step-by-step action plan to correct potential legal breeches, mitigate risk, and provide DEI training to employees.

Reporting

Prepares reporting for EEO-1, ACA compliance, OFCCP, and other industry audits.

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## Analytics (2)

Benchmarking

Provides industry benchmarks and comparative reports.

Retention

Analyzes turnover and retention in relation to diversity intiatives.

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## Benchmarking and Equity - Compensation Management (3)

Benchmarking Data

Displays and compares pay equity information, comparing the parity of pay across demographics.

Pay Equity

Comes with native pay equity module or capabilities.

Salary Bands

Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization.

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## Core Features - Salary Benchmarking Software (4)

Dashboard

Presents customizable compensation dashboards with data visualizations.

Industry Benchmarking

Sets compensation benchmarks based on data from industry competitors.

Hierarchy

Includes pay or crediting rules to organize salary structure into relevant hierarchy.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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##### 
## Auditing - Salary Benchmarking Software (2)

Reporting

Enables users to create customized reports on compensation packages for auditing purposes.

Accuracy

Checks accuracy and transparency of data for auditing purposes.

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##### 
## Advanced Features - Salary Benchmarking Software (6)

Structure

Includes pay rules to organize salary structure into relevant hierarchy.

Offer Letter

Automaticaly generates an offer letter or autofills an offer letter template containing appropriate salary and benefits details.

Salary Survey

Generates internal or external surveys for organizations to conduct indepedent salary reach when determing benchmarks.

Equity

Provides equity benchmarking for organizations that offer such benefits.

AI

Uses AI to project an appropriate salary based on job description or other datasets.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### 
## Platform - Compensation Planning (8)

Compensation Budgeting

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Merit Cycle Planning

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

Pay Transparency

Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Automated Compliance

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.

Reward Structuring

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Compensation History

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Succession Planning

Planning, tracking and developing internal talent for future key position filling

Salary Planning

Budgets, benchmarks and tracks all salary processes and associated costs

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##### 
## Additional Features - Compensation Planning (3)

Reporting Capabilities

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Workflow Automation

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Integrations

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

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## Agentic AI - Performance Management (3)

Succession Planning

Manages talent pool to ensure key indivduals are being prepared for key roles.

Multi-step Planning

Ability to break down and plan multi-step processes

Natural Language Interaction

Engages in human-like conversation for task delegation

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## Agentic AI - Sales Compensation (1)

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### 
## Agentic AI - Sales Performance Management (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Additional Functionality (205)

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Gamification

Games or game-like elements to track progress and reward accomplishments

Real-Time Updates

Receive system updates as soon as any changes are made

Employee Reward Programs

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Ongoing Performance Tracking

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Benchmarking

Compare key metrics for the business against prominent players in the industry

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

For Sales Teams/Organizations

Caters to sales teams

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Sales Planning

Define sales targets and create strategies to meet goals or marketing results

Single Sign On

Allow users to access multiple services after entering their login credentials once

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Forecasting

Form predictions based on past and present data/trends

Quota Planning

Plan target quotas that sales representatives are expected to meet within a specific period.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

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

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Rewards Points

A type of incentive earned through making purchases in select categories.

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customizable Branding

Add customized logos and colors to align with company branding

Milestone Tracking

Monitor task progress and planned accomplishments to better manage project status

Territory Management

Organize customer data and accounts by user or geography

Performance Appraisal

Evaluation process that provides feedback on an employee's job performance

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Sales Onboarding & Training

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Employee Recognition

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Ratings/Reviews

Ratings/Reviews

API

Application programming interface that allows for integration with other systems/databases

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Training Management

Track employee/learner's progression through training programs

Goal Management

Allows employees to set and manage work or career related goals

Assignment Management

Assign issues and tasks based on availability or required skills

Lead Scoring

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Electronic Signature

Digitally sign online documents

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Kanban Board

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Email Management

Manage, store and organize emails within the system or via third-party apps

Commenting/Notes

Leave comments and notes on documents for others to view

Data Import/Export

Import and export data to and from software applications

Prospecting Tools

Tools designed to streamline the process of lead generation and management for sales teams

Interaction Tracking

Track interaction history by documenting conversations for contacts

Product Catalog

Present a catalog of inventory that customers can view

Live Chat

Ability to chat online in real time

Sales Pipeline Management

Pipeline view and tracking lead status

Appointment Scheduling

Schedule appointments via a calendar

Email Templates

Pre-made examples and templates for emails

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Transfers/Routing

Transfer queries and organize messages between agents

Activity/News Feed

Continuous profile-based stream of news and activity

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Revenue Management

Monitor sales and make necessary adjustment in order to increase demand and revenue

Document Management

Store, manage, and track all electronic documents in a centralized location

Task Management

Create, manage and track all task activities and progression

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Mobile Access

Access software remotely via mobile devices

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Mobile App

Access the system via a mobile application

Call Logging

Collects essential call data such as call origin, call destination, call length, and other transaction details

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Duplicate Detection

Compare new data with existing records to detect duplicate entries

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

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Data Import/Export

Import and export data to and from software applications

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Compensation Statements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Market Data Analysis

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Employee Reward Programs

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Employee Portal

Online portal where employees can access and track their own information

Compensation Plan Modeling

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Duplicate Detection

Compare new data with existing records to detect duplicate entries

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

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Data Import/Export

Import and export data to and from software applications

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Compensation Statements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Market Data Analysis

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Employee Reward Programs

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Employee Portal

Online portal where employees can access and track their own information

Compensation Plan Modeling

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Duplicate Detection

Compare new data with existing records to detect duplicate entries

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

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Data Import/Export

Import and export data to and from software applications

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Compensation Statements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Market Data Analysis

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Employee Reward Programs

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Employee Portal

Online portal where employees can access and track their own information

Compensation Plan Modeling

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

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

Employee Portal

Online portal where employees can access and track their own information

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Weighted Performance Measures

Assess skills, outcomes and results using preset metrics and averages

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Peer Appraisals

Peer/teammate feedback and review on individual's performance

Personalization and Recommendation

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Compensation Management

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Performance Appraisal

Evaluation process that provides feedback on an employee's job performance

Individual Development Plans

Document completed by employee to assist with career and personal development to reach short term and long term goals

Self Assessment

An individual's evaluation of his or her own strengths, weaknesses, and skills

Skills Assessment

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Performance Review Management

Create, fill out, and send performance reviews to individual employees

Document Management

Store, manage, and track all electronic documents in a centralized location

Workflow Management

Create, design and manage workflows for repetitive tasks

Training Management

Track employee/learner's progression through training programs

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

AI Summarization

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Competency Management

Catalog, manage, and develop employee skill sets

API

Application programming interface that allows for integration with other systems/databases

Employee Recognition

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Onboarding

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Career Development

Process of enhancing skills & experiences for continuous professional growth & advancement

Customizable Branding

Add customized logos and colors to align with company branding

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Employee Engagement

Tools to improve and measure employee satisfaction and involvement

Learning & Development

Facilitate training materials that help employees grow and progress in their positions

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Data Import/Export

Import and export data to and from software applications

Commission Calculator

Tool used to determine the commission amount to be paid out to each employee

Forecasting

Form predictions based on past and present data/trends

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Status Tracking

Track the status over time for a request, process, asset, or transaction

Single Sign On

Allow users to access multiple services after entering their login credentials once

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

Activity Tracking

Track and document all activities across devices, networks, and other systems

Multi-Currency

Manage and handle various international currencies

Commission Scheduling

Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. )

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Commission Rules/Conditions

Create and specify rules and conditions for commission calculations and payments

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Financial Analysis

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Real-Time Reporting

Active reporting of data and metrics

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Peer Recognition](/glossary/peer-recognition)

Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.

[Compensation History](/glossary/compensation-history)

Compensation history is the private information that some companies may choose to ask candidates for during the interview process. Learn about states where asking salary history is banned, the benefits of having this data, and more.

[Compensation Statements](/glossary/compensation-statements)

Compensation statements outline an employee’s compensation history, including all employer-provided benefits and rewards, throughout the fiscal year. Learn more about the elements included in a compensation statement and why it’s important to create one.

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##### Categories on G2

[Employee Engagement](https://www.g2.com/categories/employee-engagement)[Sales Performance Management](https://www.g2.com/categories/sales-performance-management)[Performance Management](https://www.g2.com/categories/performance-management)

[Employee Engagement](https://www.g2.com/categories/employee-engagement)[Sales Performance Management](https://www.g2.com/categories/sales-performance-management)[Performance Management](https://www.g2.com/categories/performance-management)[Compensation Planning](https://www.g2.com/categories/compensation-planning)[Compensation Management](https://www.g2.com/categories/compensation-management)[Sales Compensation](https://www.g2.com/categories/sales-compensation)[Pay Equity](https://www.g2.com/categories/pay-equity)[Salary Benchmarking](https://www.g2.com/categories/salary-benchmarking)

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