ChartHop Features
Core HR (22)
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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
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Salary Structures
Manages position descriptions and pay grades/structures for each role
Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
Benefits Administration
Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options
Goal Management
Allows employees to set and manage work or career related goals
Benefits Management
Record employee's benefit plans and selections throughout career progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Training Management
Track employee/learner's progression through training programs
Timesheet Management
Track the amount of time spent on a job or task
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Platform (66)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
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
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
Logistics (6)
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Integration
Offers integration to a wide variety of HR software solutions.
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Analytics
Provide analytics such as head count and budgeting.
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Data Import/Export
Import and export data to and from software applications
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Upload
Ability to manually upload the employee roster name by name
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Employee Directory
Offers a way for users to create and organize a staff directory that is entirely searchable.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Editing & Design (5)
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Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
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Update
Offer the ability to update the list as a business grows.
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Customize
Enable users to customize the design of the org chart.
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Details
Allow users to indicate different roles and departments on the chart.
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Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Platform Basics (3)
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Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
Platform Content (5)
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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
Performance reviews (5)
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360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
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Customizable Forms
Provides customizable employee review forms and questions.
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Review Cycle Tracking
Follow the progression of a task associated with performance reviews
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
Goals (2)
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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.
Feedback (6)
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Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
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Requesting Feedback
Allows employees or managers to request feedback from other employees.
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1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
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Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Data (4)
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Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
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Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Reports (5)
Score Cards
Score cards visually track key performance indicators (KPIs)
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Customizability
Reports can be customized based on the intended audience, available data, length, and depth
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Graphs and Charts
The outputs of reports are customizable in using graphs and charts
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Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cleaning (3)
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Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
Transformation
Change the data format into csv., html, xml, etc.
Generative AI (8)
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.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Resource Planning - Workforce Planning (4)
Reconciliation
Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
Headcount Planning
Provides overview of planning and prediction for current and future employee headcount
Reporting
Outputs reports on headcount and budgeting analytics
Expense Planning
Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits
Human Resources - Workforce Planning (4)
Integrations & APIs
Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
Compensation Bands
Provides overview of salaray ranges in relation to job levels
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Org Chart
Offers the ability to rearrange company hierarchy and employee details in a chart format
Recruitment Workflows
Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders
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
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.
Agentic AI - Org Chart (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
Conversational Automation - AI Agents for HR (2)
Conversational Assistants
Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.
Multi‑Language Support & Localization
Interacts fluently across multiple languages and regions, adapting tone and HR context.
Task Automation - AI Agents for HR (1)
Autonomous Task Execution
Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.
Predictive Analytics - AI Agents for HR (1)
Attrition and Engagement Prediction
Supports analysis sentiment and behavior data to signal disengagement or flight risk.
Multi‑System Integration - AI Agents for HR (1)
System Integration & Data Access
Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.
Proactive Intervention - AI Agents for HR (1)
Proactive Nudges & Conversation Support
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.
Agent Governance - AI Agents for HR (1)
Human‑in‑the‑Loop Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations.
Additional Functionality (224)
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
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
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Predictive Analytics
Predict future data based on historical data sets
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Sick Leave Tracking
Track and manage sick leave time
Customizable Branding
Add customized logos and colors to align with company branding
Mobile App
Access the system via a mobile application
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Reports
Alter the layout and content of reports
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Predictive Analytics
Predict future data based on historical data sets
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Sick Leave Tracking
Track and manage sick leave time
Customizable Branding
Add customized logos and colors to align with company branding
Mobile App
Access the system via a mobile application
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Reports
Alter the layout and content of reports
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Employee Profiles
Centralized storage for employee data, records, and performance metrics
For Cloud
Software that is accessible through the cloud with an active internet connection
Employee Training
Time Off Requests
Tools that allow employees to request/schedule time off
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Version Control
Track revisions and updates made to files and navigate between different versions
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Time Off Requests
Tools that allow employees to request/schedule time off
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Smart Chart Legend
Set rules to display fields in org chart to reduce clutter
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
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
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Commenting/Notes
Leave comments and notes on documents for others to view
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Task Management
Create, manage and track all task activities and progression
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Training Management
Track employee/learner's progression through training programs
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Contact Management
Manage, organize, and store contact information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Photos
Store photos of employees
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Customizable Branding
Add customized logos and colors to align with company branding
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Storage
Store and organize documents in a centralized system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Benefits Management
Record employee's benefit plans and selections throughout career progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compensation Plan Modeling
Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Email Templates
Pre-made examples and templates for emails
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Attendance Tracking
Track the attendance of specific individuals or groups
Real-Time Analytics
Analyze and gain insights into data in real-time
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Real-Time Reporting
Active reporting of data and metrics
Turnover Tracking
Document Management
Store, manage, and track all electronic documents in a centralized location
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Employee Self Service
Gateway through which employees can access the system
Employee Portal
Online portal where employees can access and track their own information
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Visualization
Graphical representation of data
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Task Management
Create, manage and track all task activities and progression
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Import/Export
Import and export data to and from software applications
Secure Data Storage
Securely stores data to prevent data loss or breaches
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
API
Application programming interface that allows for integration with other systems/databases
HR Metrics Library
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Customizable Reports
Alter the layout and content of reports
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Training Management
Track employee/learner's progression through training programs
Survey/Poll Management
Create and administer polls and surveys
Leave Tracking
Manage and track employee attendance
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
Usage Tracking/Analytics (1)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Multi-Language (1)
Multi-Language
Manage and support multiple languages
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
HR System Integration (1)
HR System Integration
Integrate with core HR systems such as HRIS, ATS, knowledge bases, and payroll software
Escalation Management (1)
Escalation Management
Define a process for transferring calls/tickets to management
Proactive Tasking (1)
Proactive Tasking
Provide proactive or multi-step task support, not only reactive conversational responses
Proactive Intervention (1)
Proactive Intervention
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders
AI‑Powered Candidate Screening (1)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates
Interview & Scheduling Agent (1)
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication
Agent Governance (1)
Agent Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations
HR Automation (1)
HR Automation
Autonomously perform or assist with HR tasks across the employee lifecycle


