[
Cezanne HR Reviews
](https://www.g2.com/products/cezanne-hr-cezanne-hr/reviews)

[
Cezanne HR Reviews
](https://www.g2.com/products/cezanne-hr-cezanne-hr/reviews)

# Cezanne HR Features

##### 
## Core HR (22)

Organization Management

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Time, Attendance, and PTO

Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.

Expense Management

Contains functionality for employees to submit expenses reports and track reimbursments

Salary Structures

Manages position descriptions and pay grades/structures for each role

Compliance

Helps protect risk areas by ensuring compliance standards are met through tracking and reporting

Goal Management

Allows employees to set and manage work or career related goals

Benefits Management

Record employee's benefit plans and selections throughout career progression

Employee Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

HR Management

Automates core HR functions such as talent management, employee evaluation and learning management

Recruitment Management

Tools to find, assess, and hire suitable candidates for a job within an organization

Payroll Management

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

Compliance Management

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

Document Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Performance Management

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

Time Off Management

Track and manage employee time-off, vacation, and sick leave requests

Compensation Management

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

Training Management

Track employee/learner's progression through training programs

Timesheet Management

Track the amount of time spent on a job or task

Talent Management

Integrate with Talent Managment software to better track learners progress and training sessions

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

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##### 
## Platform (110)

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

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

Payroll Reporting

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

User, Role, and Access Management

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

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.

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.

Embedded AI / Machine Learning

Offers embedded AI/machine learning

Complex Approval Workflow

Provides workflow for complex approval structures

Generative AI

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

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##### 
## Expense Reports (8)

Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users

Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements

Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements

Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency

Corporate Card

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Credit Card Management

Financial system that helps create and manage physical/digital credit cards and track transaction activities

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##### 
## Travel Management (26)

Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software.

Itinerary Management

Creates travel itineraries based on booking

Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Online Booking

Book meetings and appointments through a website or digital platform

Credit Card Management

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Booking Management

Create, update, and manage bookings, itineraries, and reservations

User Management

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

Restriction Management

Establish limitations based on certain conditions

Reservations Management

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Reimbursement Management

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Travel Management

Promotions Management

Design, communicate, and distribute incentives to perform a specific action

Workflow Management

Create, design and manage workflows for repetitive tasks

Receipt Management

Upload, track, and submit receipts in a central database

Supplier Management

Manage all supplier data and operations

Compliance Management

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

Policy Management

Create, manage, and track policies and procedures within an organization

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Third-Party Integrations

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

Timesheet Management

Track the amount of time spent on a job or task

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Reimbursement Management

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

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##### 
## 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

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##### 
## Mobile (5)

Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Real-Time Updates

Receive system updates as soon as any changes are made

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##### 
## Administration (27)

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

Payroll Entry

Allows administrator to enter payroll for all employees based on salary or total hours worked.

Time Off Accrual

Calculation and tracking of sick and vacation days.

Direct Deposit

Automatically deposits paychecks into employees' bank accounts.

Expense Reimbursement

Allows administrator to reimburse employees for business-related purchases.

Pre-tax Deductions

Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.

Wage Garnishment

Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Approvals

Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.

Check/W-2 Printing

Allows administrators to print valid paychecks and W-2 forms.

Check/W-2 Delivery

Sends printed checks to administrator to distribute to employees.

Split Deposits

Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.

PCI Regulation Compliant

Complies with PCI security standards

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##### 
## Employee Self Service (4)

Web Portal

Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.

Benefits Manager

Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.

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

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##### 
## Taxes (3)

Tax Calculation

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Tax Filing

Files payroll tax forms automatically for federal, state, and local taxes.

Automatic Tax Payment

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.

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##### 
## Integration (10)

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.

Time Tracking Integration

Enables administrator to import hours from time tracking systems.

Accounting Integration

Provides standard integration with third party accounting software.

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

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##### 
## Sourcing (7)

Candidate Search

Searches for qualified candidates by integrating with career sites.

Career Page Configuration

Configures branded career page for the users website.

Candidate Sourcing

Proactive search for potential hires to fill current and future job openings and build talent pipelines

Job Posting

Posts job listings to job boards.

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

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##### 
## Candidate Management - Applicant Tracking System (18)

Candidate Evaluations

Enables users to share feedback on candidates.

Applicant Data Management

Stores applicant data that can be accessed by multiple people on a team.

Hiring Processes Tracking

Tracks a candidates spot in the hiring process.

Automated Resume Parsing

Analyzes resumes and applicant data based on user-selected preferences.

Scheduling

Integrates with calendars and allows the scheduling of phone screens and interviews.

Candidate-Facing Statuses

Enables candidates to view their position in the process.

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

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##### 
## Platform Content (7)

Forms Library

Provides users with a pre-built library of templated forms related to the hiring process.

E-Forms

Provides electronic forms for employees to complete.

E-Signature

Enables new hires to sign forms electronically.

Background Checks

Enables the employer to perform background checks.

Offer Letter Approvals

Provides user with offer letter templates.

Offer Letter Templates

Enables all stakeholders to approve offer letters.

Customizable Templates

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

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##### 
## Platform Additional Functionality (5)

Self-Service Portal

Enables employees to login and view their onboarding process.

Automated Team Introductions

Introduces new hires to employees based on org chart.

Compliance Training

Provides training on relevant compliance issues.

Automated Onboarding Workflows

Provides workflows which track new hire progress.

Onboarding Notifications

Provides notifications about the onboarding process to both the new hire and manager.

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##### 
## Platform Data (8)

Time-to-Productivity Reporting

Provides metrics on the time it takes a new hire to reach productivity.

Onboarding Process Reporting

Provides holistic Metrics on the onboarding process.

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

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##### 
## Platform Basics (4)

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.

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##### 
## 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.

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##### 
## Recruiting and Onboarding (2)

Interview Scheduling

Coordinates interview scheduling via email, phone, or text

Onboarding

Tracks key steps in onboarding process including new employee orientation and employee payroll documents.

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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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##### 
## Generative AI (5)

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.

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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##### 
## 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 - Applicant Tracking Systems (ATS) (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

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##### 
## Agentic AI - Onboarding (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## AI - Applicant Tracking Systems (ATS) (4)

Predictive Insights

Admin can use predictive AI analytics to better match candidates to positions.

AI Job Description

Users can generate job descriptions with generative AI.

Chatbot

Provides an AI chatbot to guide users through the hiring process.

Generative AI

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

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##### 
## Agentic AI - Expense Management (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

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##### 
## Generative AI - Expense Management (3)

Image-to-Text

Converts images into a textual description, identifying key elements.

Text Generation

Allows users to generate text based on a text prompt.

Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Additional Functionality (256)

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.

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

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

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

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

Audit Trail

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

Secure Data Storage

Securely stores data to prevent data loss or breaches

AI Copilot

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Data Import/Export

Import and export data to and from software applications

Duplicate Detection

Compare new data with existing records to detect duplicate entries

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Budgeting/Forecasting

Create budgets based on historical data and future projections

Customizable Fields

Customize data fields to support various needs and use cases

Spend Control

Set allowances and ensure employees don't spend more than the allotted amounts

Customizable Templates

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Reporting & Statistics

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

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Mobile Receipt Upload

Scan and upload receipts to a central database using a mobile device

Billable & Non-Billable Hours

Track billable hours and/or non-billable expenses for work performed

Financial Analysis

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

Categorization/Grouping

Organize and group data or items based on various criteria

Single Sign On

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

Activity Dashboard

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

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)

[Wage Garnishment](/glossary/wage-garnishment)

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.

[Policy Compliance Management](/glossary/policy-compliance-management)

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.

[Mileage Tracking](/glossary/mileage-tracking)

Mileage tracking means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies.

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##### Categories on G2

[Payroll](https://www.g2.com/categories/payroll)[Performance Management](https://www.g2.com/categories/performance-management)[Core HR](https://www.g2.com/categories/core-hr)

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