Factorial Features
Core HR (23)
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Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
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Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
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Expense Management
Contains functionality for employees to submit expenses reports and track reimbursments
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Salary Structures
Manages position descriptions and pay grades/structures for each role
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Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
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Benefits Administration
Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options
Goal Management
Allows employees to set and manage work or career related goals
Benefits Management
Record employee's benefit plans and selections throughout career progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Training Management
Track employee/learner's progression through training programs
Timesheet Management
Track the amount of time spent on a job or task
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Platform (83)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
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.
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
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
Client Invoicing (5)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile (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
Administration (17)
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
PCI Regulation Compliant
Complies with PCI security standards
Sourcing (7)
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Candidate Search
Searches for qualified candidates by integrating with career sites.
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Career Page Configuration
Configures branded career page for the users website.
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
Candidate Management - Applicant Tracking System (18)
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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
Platform Content (11)
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Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
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E-Forms
Provides electronic forms for employees to complete.
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E-Signature
Enables new hires to sign forms electronically.
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Background Checks
Enables the employer to perform background checks.
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Offer Letter Approvals
Provides user with offer letter templates.
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Offer Letter Templates
Enables all stakeholders to approve offer letters.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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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.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform Additional Functionality (14)
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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.
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Automated Onboarding Workflows
Provides workflows which track new hire progress.
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Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Mobility
Is accessible from a mobile device and by users on the go.
Telephone
Manages a telephone solution that customers can set-up and provide to their employees.
Internal promotion
Helps companies promote the whistleblowing hotline so they know when and how to access it.
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Platform Data (20)
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Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
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Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
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Visualization
Contains tools to visalize data sets or workflows.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Visualization
Contains tools to visalize data sets or workflows
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Dashboard
Has a centralized dashboard for users to interact with.
Alerts and Notifications
Sends notifications to users in-app or through email, text message or otherwise.
Case Management
Provides provides clients with analysis and reporting management.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Forms Management
Store, manage and track all forms in a centralized location
Incident Management
Manage and track all disruptions and incidents
Policy Management
Create, manage, and track policies and procedures within an organization
Workflow Management
Create, design and manage workflows for repetitive tasks
Training Management
Track employee/learner's progression through training programs
Data Storage Management
Manage and store data in a database
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automation (1)
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Process Automation
Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.
Logistics (9)
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Dashboards & Reporting
Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.
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Data Collection
Labor data collection options include web, mobile, and hardware.
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Lanuguage Options
Provide multiple language options for a global user base.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Real-Time Reporting
Active reporting of data and metrics
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Integrations & APIs
API's typically enable integration of data, logic, objects, etc. with other software applications.
User, Role and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users.
Management (39)
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Schedule Creation Tools
Tools that help in scheduling and shift creation and management.
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Schedule Management
Tools that manage vacation, holidays, absences, breaks, and overtime.
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Employee Leave Management
Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.
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User Access
Grant access to select features and data based on the users' role, both internally and externally.
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User Role Access
Provides employees self service access and managers a centralized view.
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Employee Information
Ability to manage employee information.
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Employee Information Automation
Automate employee promotions and position changes and company policy changes.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Mobile Access
Access software remotely via mobile devices
Central Dashboard
Provide immediate insights, information, and updates on IT assets from a central dashboard.
Asset Policy Management
Design and implement custom or pre-built policies for asset management, onboarding, and maintenance.
Risk Management
Implement risk management policies, and push policy updates to various assets across a business network.
Integrations
Integrate with other software solutions, such as spend management and software asset management.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Inventory Management
Track and manage inventory levels to maintain proper supply
Email Management
Manage, store and organize emails within the system or via third-party apps
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Supplier Management
Manage all supplier data and operations
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Task Management
Create, manage and track all task activities and progression
Change Management
Track and monitor efficient handling of all changes/transitions
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Monitoring (3)
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Compliance Monitoring
Monitor and maintain compliance.
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Integration
Provide integrations with payroll software.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Basics (3)
Interoperability
Connects to external systems and applications as needed to complete workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Content (2)
Automation
Automates some or all operation related tasks
Distribution Features
Features to distribute content through a variety of channels including job boards, social, websites, etc.
Platform Basics (11)
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Internationalization
Supports use by multi-national organizations with appropriate languages, currencies and other conversions.
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Security
Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks.
Reporting
Provides anonymous reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.
Secure
Provides safe and secure reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.
Performance
Is consistently available (uptime) and allows users to submit reports reliably.
Incident Reporting
Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
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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 Functionality (2)
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Customizability
Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Mobility
Is accessible from a mobile device and by users on the go.
Recruiting and Onboarding (2)
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Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Job Posting
Ability to post job descriptions and allow candidates to apply within software or on company's website.
Asset Inventory (5)
Hardware Asset Inventory
Create an inventory of a company's hardware assets.
Software Asset Inventory
Create an inventory of a company's software assets.
Cloud Asset Inventory
Create an inventory of a company's cloud assets.
Mobile Asset Inventory
Create an inventory of a company's mobile assets.
Asset Discovery
Detect new assets as they enter a network and add them to asset inventory.
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
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Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (6)
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Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
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Requesting Feedback
Allows employees or managers to request feedback from other employees.
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1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
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Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Data (4)
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Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
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Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Facility Booking (5)
Desk Booking
Allows users to select and reserve desks for a specified period of time
Meeting Room Booking
Allows users to select and reserve meeting rooms for a specified period of time
Common Space Booking
Allows users to select and reserve shared/common spaces for a specified period of time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Availability
Provides real-time availability so users can see which spaces are available at any given moment, allowing them to book desks or rooms on demand
Office Maps (4)
Interactive Office Maps
Provides interactive maps to assist employees in navigating the office space
Employee Locator
Provides an updated view of who is in the office and which spaces they have booked, allowing colleagues to easily find one another
Team Neighborhoods
Provides users with the ability to book spaces within a designated neighborhood to allow teams to sit together
For Offices
Designed to be used in offices
Workplace Analytics (3)
Space Usage
Allows administrators to measure demand and utilization of the office space
Trends & Preferences
Provides administrators with the tools to analyze employee trends and preferences in the workplace, providing useful data for space planning and layout
Forecasting
Provides administrators utilization forecast reports, allowing users to adapt and prepare for future space needs
Administrative Tools (5)
Compacity Planning
Allows administrators to set capacity limits for a variety of spaces to ensure workplace safety
Meeting Cancellation Protection
Ability to implement a check-in feature to release meeting rooms in the event that a meeting is cancelled or the room is no longer needed
Amenity Labels
Ability to label spaces with available amenities, such as equipment, so users can book appropriate spaces for their needs
Shelf Planning
Process of arrangement and optimization of product placement on retail shelves using data-driven insights
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Generative AI (16)
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text-to-3D
Provides the ability to generate 3D renderings from a text prompt.
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 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 Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Performance Management (3)
Succession Planning
Manages talent pool to ensure key indivduals are being prepared for key roles.
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - 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
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
Agentic AI - IT Asset Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
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
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.
Agentic AI - Space Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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
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.
Additional Functionality (375)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Status Tracking
Track the status over time for a request, process, asset, or transaction
Sick Leave Tracking
Track and manage sick leave time
Overtime Calculation
Manage and record overtime hours for hourly employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
API
Application programming interface that allows for integration with other systems/databases
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Biometric Recognition
Facial or other physical recognition to confirm identity
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Leave Tracking
Manage and track employee attendance
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lockout Periods
Ensure employees can only clock in and out during certain times.
Electronic Signature
Digitally sign online documents
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Geofencing
Virtual perimeter for a real-world geographic area
Labor Forecasting
Predict labor requirements based on past and present data/trends
Employee Portal
Online portal where employees can access and track their own information
Employee Time Tracking
Track and measure time worked for employees
Punch card
Clock in and out online or with a card
Automatic Time Capture
Automate recording of time to reduce human error
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Predictive Analytics
Predict future data based on historical data sets
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Sick Leave Tracking
Track and manage sick leave time
Customizable Branding
Add customized logos and colors to align with company branding
Mobile App
Access the system via a mobile application
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Reports
Alter the layout and content of reports
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Predictive Analytics
Predict future data based on historical data sets
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Sick Leave Tracking
Track and manage sick leave time
Customizable Branding
Add customized logos and colors to align with company branding
Mobile App
Access the system via a mobile application
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Reports
Alter the layout and content of reports
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Employee Profiles
Centralized storage for employee data, records, and performance metrics
For Cloud
Software that is accessible through the cloud with an active internet connection
Employee Training
Time Off Requests
Tools that allow employees to request/schedule time off
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Security
Protect sensitive data for digital privacy
Employee Handbook
Create and share a new employee handbook with helpful information
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Fields
Customize data fields to support various needs and use cases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Workflow Management
Create, design and manage workflows for repetitive tasks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Email Management
Manage, store and organize emails within the system or via third-party apps
For Retail
For Retail Stores
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Occupancy Management
Manage, track & record the usage and occupancy of physical spaces such as apartments, offices or meeting room
Space Reservation
Manage the reservation of workspaces
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Planogramming
Inventory Management
Track and manage inventory levels to maintain proper supply
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Multi-Location
Manage and support multiple locations
Customizable Reports
Alter the layout and content of reports
Data Import/Export
Import and export data to and from software applications
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Real-Time Updates
Receive system updates as soon as any changes are made
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Customizable Branding
Add customized logos and colors to align with company branding
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Real-Time Data
Receive data and information in real time
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Customizable Reports
Alter the layout and content of reports
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Job Scoring
Assigning value to each job based on its relative worth
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Forms
Customize contracts and forms to collect specific information
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Customizable Branding
Add customized logos and colors to align with company branding
For Job Analysts
Intended to be used by job analysts
Benchmarking
Compare key metrics for the business against prominent players in the industry
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Language
Manage and support multiple languages
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Job Comparison
Comparison of multiple jobs
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Status Tracking
Track the status over time for a request, process, asset, or transaction
Factor-based Evaluation
Factors used to evaluate a job such as knowledge, skills, and abilities
Electronic Signature
Digitally sign online documents
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Secure Data Storage
Securely stores data to prevent data loss or breaches
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Status Tracking
Track the status over time for a request, process, asset, or transaction
Sick Leave Tracking
Track and manage sick leave time
Overtime Calculation
Manage and record overtime hours for hourly employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
API
Application programming interface that allows for integration with other systems/databases
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Attendance Tracking
Track the attendance of specific individuals or groups
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Timesheet Management
Track the amount of time spent on a job or task
Leave Tracking
Manage and track employee attendance
Team Calendars
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Real-Time Data
Receive data and information in real time
Document Storage
Store and organize documents in a centralized system
Workflow Management
Create, design and manage workflows for repetitive tasks
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Absence Management
Manage and track employee attendance
Time Off Requests
Tools that allow employees to request/schedule time off
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Customizable Reports
Alter the layout and content of reports
Leave Policy Management
Create and manage leave policies including multiple policies per department, branch, shift, region, etc.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
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
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Multi-Language
Manage and support multiple languages
Data Import/Export
Import and export data to and from software applications
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Categorization/Grouping
Organize and group data or items based on various criteria
Risk Analysis
Analyze potential risks across the organization
Chat/Messaging
Communicate using direct chat or messages within the system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Multimedia Support
Supports various file formats
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Forms
Customize contracts and forms to collect specific information
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Alerts/Escalation
System alerts about the need to escalate an issue or request
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
API
Application programming interface that allows for integration with other systems/databases
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Mobile Access
Access software remotely via mobile devices
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Risk Assessment
Initiate collection and analysis of known risks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
FDA Compliance
Track and ensure quality of products in accordance with food and drug administration (FDA) act
Customizable Branding
Add customized logos and colors to align with company branding
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Reports
Alter the layout and content of reports
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
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Forms
Customize contracts and forms to collect specific information
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Data Visualization
Graphical representation of data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Reports
Alter the layout and content of reports
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Technology Glossary Features
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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.


