[
HiBob HRIS Reviews
](https://www.g2.com/products/hibob-hris/reviews)

[
HiBob HRIS Reviews
](https://www.g2.com/products/hibob-hris/reviews)

# HiBob HRIS Features

##### ## Core HR (21)

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.

Salary Structures

Manages position descriptions and pay grades/structures for each role

Compliance

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

Goal Management

Allows employees to set and manage work or career related goals

Benefits Management

Record employee's benefit plans and selections throughout career progression

Employee Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

HR Management

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

Recruitment Management

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

Payroll Management

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

Compliance Management

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

Document Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Performance Management

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

Time Off Management

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

Compensation Management

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

Training Management

Track employee/learner's progression through training programs

Timesheet Management

Track the amount of time spent on a job or task

Talent Management

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

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

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##### ## Platform (118)

Customization

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

Integration APIs

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

Internationalization

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

User, Role, and Access Management

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

Activity Dashboard

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

Activity Dashboard

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

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

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

Training Management

Track employee/learner's progression through training programs

Goal Management

Allows employees to set and manage work or career related goals

Feedback Management

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

Action Management

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

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

Benefits Dashboard

Use a dashboard to view benefits that are selected by employees or offered by employers

Activity Dashboard

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

Feedback Management

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

Performance Management

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

Recruitment Management

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

Compliance Management

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

Training Management

Track employee/learner's progression through training programs

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Employee Management

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

Orientation Workflow Management

Create orientation programs for new employees or students

Task Management

Create, manage and track all task activities and progression

HR Management

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

Help Desk Management

Managing service requests, incidents, IT issues & support with a ticketing system

Mobile Access

Access software remotely via mobile devices

Payroll Management

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

Document Management

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

Job Description Management

Create, share, and manage the distribution of job descriptions/duties

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

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

Third-Party Integrations

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

Assessment Management

Creation, administration, and evaluation of assessments or tests

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Activity Dashboard

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

Mobile Access

Access software remotely via mobile devices

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Initiative Management

Create and manage internal campaigns to improve company culture or business strategy.

Workflow Management

Create, design and manage workflows for repetitive tasks

Community Management

Enable students, customers or employees to engage with each other in a particular space online or offline

Employee Referral Management

Manage and track employee referrals for open job positions

Candidate Management

Build, track, and maintain relationships with candidates

Workflow Management

Create, design and manage workflows for repetitive tasks

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Advertising Management

Manage advertising space and its sales within your network or publication

Application Management

Track, manage and store the applications of potential future members, customers or candidates

Email Management

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

Job Management

Manage and track all job information and associated tasks

Discount Management

Track products that are for sale at a reduced price or part of coupon promotions

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

File Management

Create, save, and store files

Job Management

Manage and track all job information and associated tasks

Data Storage Management

Manage and store data in a database

Compensation Management

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

Employee Management

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

Job Application Management

HR Management

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

Competency Management

Catalog, manage, and develop employee skill sets

Performance Management

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

Compliance Management

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

Job Description Management

Create, share, and manage the distribution of job descriptions/duties

Evaluation Management

Create, share, and manage the distribution of job descriptions/duties

User Management

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

Role-Based Permissions

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

Third-Party Integrations

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

Payroll Reporting

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

User, Role, and Access Management

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

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Scalability

Allows administrator to easily add employees and grow payroll process as their company grows.

Payroll Reporting

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

Activity Dashboard

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

Compensation Management

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

Timesheet Management

Track the amount of time spent on a job or task

Performance Management

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

Benefits Management

Record employee's benefit plans and selections throughout career progression

Document Management

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

Payroll Management

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

Compliance Management

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

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Team Management

Organizing a group of people to accomplish a task

Policy Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Mobile Access

Access software remotely via mobile devices

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Deduction Management

Determine what amounts employees should contribute towards their benefits from each paycheck

Employee Management

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

Reimbursement Management

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

Audit Management

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

Receipt Management

Upload, track, and submit receipts in a central database

Time Off Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Expense Management

Plan, pay and track business related expenses.

Reward Structuring

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

Event Management

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

Workflow Automation

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

Compensation History

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

Automated Compliance

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

Performance Management Integration

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

Embedded Analytics

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

Reporting Capabilities

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

Compensation Data Management

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

Internationalization

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

Bonus Management

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

Real-Time Data

Receive data and information in real time

Reporting/Analytics

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

Benefits Management

Record employee's benefit plans and selections throughout career progression

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Incentive Management

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

Payroll Management

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

Budget Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Performance Management

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

Document Management

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

Employee Management

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

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

Web Portal

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

Benefits Manager

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

Mobile

Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.

Self Service Portal

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

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##### ## Administration (10)

Payroll Entry

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

Time Off Accrual

Calculation and tracking of sick and vacation days.

Direct Deposit

Automatically deposits paychecks into employees' bank accounts.

Expense Reimbursement

Allows administrator to reimburse employees for business-related purchases.

Pre-tax Deductions

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

Wage Garnishment

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

Approvals

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

Check/W-2 Printing

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

Check/W-2 Delivery

Sends printed checks to administrator to distribute to employees.

Split Deposits

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

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##### ## Taxes (3)

Tax Calculation

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

Tax Filing

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

Automatic Tax Payment

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

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##### ## Integration (10)

API / Integration

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

Time Tracking Integration

Enables administrator to import hours from time tracking systems.

Accounting Integration

Provides standard integration with third party accounting software.

Core HR Integration

Provides standard integration with third party core HR software.

API

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

401(k) Tracking

Track 401(k) participant contributions and employer match

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Vacation/Leave Tracking

Request, track, and manage time off requests and vacation time

Third-Party Integrations

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

Third-Party Integration

Addition of necessary external data, applications, tools, or features

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##### ## Platform Content (10)

Forms Library

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

E-Forms

Provides electronic forms for employees to complete.

E-Signature

Enables new hires to sign forms electronically.

Background Checks

Enables the employer to perform background checks.

Customizable Templates

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

Employee Pulse Surveys

Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.

Survey Customization

Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.

Goal and Challenge Creation

Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.

Science-based templates

Provides content templates built by academics and/or practitioners and leverage science and research.

Customizable Templates

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

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##### ## Platform Additional Functionality (14)

Self-Service Portal

Enables employees to login and view their onboarding process.

Automated Team Introductions

Introduces new hires to employees based on org chart.

Compliance Training

Provides training on relevant compliance issues.

Automated Onboarding Workflows

Provides workflows which track new hire progress.

Onboarding Notifications

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

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.

Employee Segmenting

Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.

Goal and Challenge Creation

Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.

Peer Recognition

Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.

Employee Portal

Online portal where employees can access and track their own information

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Peer-to-Peer Recognition

Allows employees to praise one another in a social network-like feed visible to the whole organization

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##### ## Platform Data (15)

Visualization

Contains tools to visalize data sets or workflows.

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

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##### ## Financial Insight (4)

Budgeting

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Forecasting

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Planning

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Budgeting/Forecasting

Create budgets based on historical data and future projections

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##### ## Data (9)

Data Visualization

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Data Analysis

Scours data for actionable insights.

Custom Reporting

Allows users to customize their own reports according to business needs.

Reporting Templates

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Real-Time Data

Receive data and information in real time

Dashboards And Reports

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

Historical Data

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

Customizable Reports

Alter the layout and content of reports

Real-Time Data

Receive data and information in real time

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##### ## Status Communication (5)

Collaboration

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Version Control

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Real-Time Data Updates

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Scorecards

Displays and shares company performance data to increase transparency across the board.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

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##### ## Automation (1)

Process Automation

Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.

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##### ## Logistics (7)

Dashboards & Reporting

Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.

Data Collection

Labor data collection options include web, mobile, and hardware.

Lanuguage Options

Provide multiple language options for a global user base.

Activity Dashboard

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

Real-Time Data

Receive data and information in real time

Real-Time Reporting

Active reporting of data and metrics

Payroll Reporting

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

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##### ## Management (16)

Schedule Management

Tools that manage vacation, holidays, absences, breaks, and overtime.

Employee Leave Management

Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.

User Access

Grant access to select features and data based on the users' role, both internally and externally.

User Role Access

Provides employees self service access and managers a centralized view.

Employee Information

Ability to manage employee information.

Employee Information Automation

Automate employee promotions and position changes and company policy changes.

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Timesheet Management

Track the amount of time spent on a job or task

Payroll Management

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

HR Management

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

Time Off Management

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

Task Management

Create, manage and track all task activities and progression

Document Management

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

Mobile Access

Access software remotely via mobile devices

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##### ## Monitoring (3)

Compliance Monitoring

Monitor and maintain compliance.

Integration

Provide integrations with payroll software.

Third-Party Integrations

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

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##### ## Budget Creation (7)

Data Import

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Budget Hierarchies

Define budget structure elements and how they are linked hierarchically

Versioning

Keeps track of all versions of a budget and allows users to compare versions

Formulas

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

What-If

Test the potential financial impact of business decisions on revenues and expenses

Budget Periods

Users can customize standard budget periods (3, 9, or 12 months)

Real-Time Data

Receive data and information in real time

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##### ## Budget Management (3)

Consolidation

Consolidate multiple budgets from different departments or business entities

Adjustments

Users with administrative access rights can modify budgets

Workflows

Workflows are used to define the steps required to alter budgets and who needs to approve changes

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##### ## Forecasting (6)

Historical Data

Forecasting is based on past transactions and historical financial or operational data

Reforecast

Ability to recreate forecasts to include new information that may impact budgets

Forecast Types

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Rolling Forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

AI

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Generative AI

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

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##### ## Analytics (4)

Variance Analysis

Project out as the year progresses to accommodate trends that affect key business drivers.

Forecasts Comparison

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward Looking

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Financial Analysis

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

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##### ## Data Management (3)

Data Import

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data Consolidation

Data from multiple systems can be centralized into a single repository

Data Validation

Financial data can be validated to avoid duplicates and errors

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##### ## Reporting Structure (3)

Reporting Hierarchy

Administrators can define and manage the reporting structure and access rights to each report

Report Templates

Templates that can be used to create new reports without starting from scratch

Report Types

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

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##### ## Standard Analytics (4)

Standard KPIs

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard Reports

Standard financial reports are provided out of the box

Financial Statements

Ability to analyze financial statements such as income statement and balance sheet

Drill Down

Users can drill down to the detail level of each transaction or financial entry

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##### ## Custom Analytics (5)

Dashboards

Dashboards can be customized to display different types of data from various sources

Custom KPIs

Users can modify standard financial KPIs and metrics

Custom Reports

Allow users to edit reports and to combine multiple reports

Self Service

A dedicated portal for external users with limited access to the system

Multiple Entities

Monitors the financial performance of multiple entities

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##### ## Platform Basics (6)

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

Reporting & Dashboards

Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.

Interoperability

Connects to external systems and applications as needed to complete team workflows.

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##### ## Recruiting and Onboarding (1)

Onboarding

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

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##### ## Platform Basics - Talent Assessment (3)

Analytics

Provides analytics tools that reveal important business metrics and track progress.

Interoperability

Connects to external systems and applications as needed to complete team workflows.

Automation

Automates some or all operation related tasks.

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##### ## Platform Content - Talent Assessment (13)

Candidate Screening

Tools that screen candidates for aptitude, personality, and essential work and job-related skills.

Content Library

Provides users with a useable content customizable based on industry, position, and company culture, and more.

Assessment

Provides detailed reports with filter options to sort, compare, and analyze candidate results.

Portal

Portal lets employers and candidates log into the system and view assessment results.

Emotional Intelligence

Uses emotional intelligence to inform questions and asses how well a candidate fits within a team or role.

Logical Reasoning

Contains questions designed to test logical reasoning or problem-solving skills.

Big Five

Bases questions on the "Big Five" personality traits to see how well a candidate fits into a role.

Psychometric

Contains tests with psychometric questions that evaluate candidates based on how a candidate's personality and aptitude allows them to perform the role.

Skills Assessment

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

Question Library

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Tests/Assessments

Create tools to measure student retention of learning material and lessons

Background Screening

Researching and validating a person's criminal, educational, job or financial records

Pre-made Test Library

A set of pre-made tests offered by a third party

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##### ## Platform Performance - Talent Assessment (4)

Uptime

Is consistently available (uptime) and allows users to complete tasks reliably.

Analytics

Provides analytics tools that reveal important business metrics and track progress.

Monitoring

Contains application performance monitoring capabilities.

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### ## Platform Additional Functionality - Talent Assessment (8)

Mobility

Is accessible from a mobile device and by users on the go.

Messaging

Contains in-application messaging abilities.

Payment

Contains built-in payment processing capabilities or integrates with payment processing software.

Integrations

Provides integrations with applicant tracking system (ATS) software.

Video Interview

Contains a video assessment/recording feature for users to answer questions candidly.

Simulation

Provides a simulation using digital or VR methods to assess how a potential employee performs tasks in real time.

Third-Party Integrations

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

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

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##### ## Financial Planning (4)

Extended Planning

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reporting

Reports on departmental KPI metrics measured against targets.

Integration

Consolidates planning processes across an organization into a single solution.

Self-Service Reporting

Allow users to create their own reports and financial statements

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##### ## Performance reviews (5)

360 Reviews

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

Customizable Forms

Provides customizable employee review forms and questions.

Review Cycle Tracking

Follow the progression of a task associated with performance reviews

Ongoing Performance Tracking

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

Applicant Tracking

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

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##### ## Goals (2)

Goal Setting/Tracking

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

Company Goals And OKRs

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

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##### ## Feedback (6)

Continuous Feedback

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

Requesting Feedback

Allows employees or managers to request feedback from other employees.

1-On-1 Meetings

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

Public Praise

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

360 Degree Feedback

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

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##### ## Reports (5)

Score Cards

Score cards visually track key performance indicators (KPIs)

Customizability

Reports can be customized based on the intended audience, available data, length, and depth

Graphs and Charts

The outputs of reports are customizable in using graphs and charts

Dashboards

Real-time up to date outputs can be created to provide information to decision makers and leadership

Activity Dashboard

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

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##### ## Cleaning (3)

Filtering

Raw data is able to be filtered into outputs with only the data useful for the analysis

Levels of Measurement

Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs

Transformation

Change the data format into csv., html, xml, etc.

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##### ## Generative AI (7)

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.

Generative AI

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

Generative AI

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

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##### ## 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

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##### ## 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

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

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##### ## Benchmarking and Equity - Compensation Management (2)

Benchmarking Data

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

Salary Bands

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

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

Multi-step Planning

Ability to break down and plan multi-step processes

Natural Language Interaction

Engages in human-like conversation for task delegation

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

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - FP&A (Financial Planning & Analysis) (2)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - Budgeting and Forecasting (3)

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - Financial Analysis (2)

Cross-system Integration

Works across multiple software systems or databases

Decision Making

Makes informed choices based on available data and objectives

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##### ## AI Capabilities - Talent Assessment (6)

AI Personalization

Customizes or personalizes assessment questions to individual candidates with AI.

AI Predictive Insights

Analyzes candidate assessment results with AI to provide predictive insights on future performance, culture fit, or other elements.

AI Scoring

Automatically scores the talent assessment with the use of AI.

Assessment Generation

Uses generative AI to create psychometric, behavioral, or personality assessments.

AI Bias Detection

Detects and reduces bias with AI capabilities in assessment design, scoring, or recommendations.

Generative AI

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

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##### ## Additional Functionality (457)

Predictive Analytics

Predict future data based on historical data sets

Multi-Language

Manage and support multiple languages

Generative AI

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

Currency Management

AI Copilot

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

User Management

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

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Real-Time Analytics

Analyze and gain insights into data in real-time

Audit Trail

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

Tax Management

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Investment Management

Manage and handle financial assets as well as other investments.

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Data Import/Export

Import and export data to and from software applications

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Mobile Access

Access software remotely via mobile devices

Transaction Monitoring

Monitor or audit historical and current transactions to analyze customer account activities

API

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

Project Time Tracking

Measure time to completion or hours worked for projects

Projections

Estimate or forecast of a future scenario based on the study of present trends

Consolidation/Roll-Up

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

General Ledger

Centralized accounting record which tracks all financial transactions

Purchasing & Receiving

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Configurable Workflow

Configure existing workflows to meet your organization's needs

Dashboard Creation

Creation and customization of dashboards

Accounting

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

Electronic Payments

Electronically collect payments for goods or services

Revenue Recognition

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Invoice Management

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

Compliance Management

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

"What If" Scenarios

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Workflow Management

Create, design and manage workflows for repetitive tasks

Multi-Currency

Manage and handle various international currencies

Planning Tools

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Customizable Reports

Alter the layout and content of reports

Bank Reconciliation

Compare and match accounting/financial records with corresponding bank statements

Invoice Processing

Creation, processing, verification, and execution of invoices till the payment is made

Multi-Company

Manage the accounting and financial aspects of multiple locations or companies in a single location

For Investors & Traders

Used by retail investors and active traders/day traders

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Purchase Order Management

Create, send, and track purchase orders and their statuses

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

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

Reporting/Analytics

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

Alerts/Notifications

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Receipt Management

Upload, track, and submit receipts in a central database

Profit/Loss Statement

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Income & Balance Sheet

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

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

Customizable Reports

Alter the layout and content of reports

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Single Sign On

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

Email Distribution

Live Results Sharing

Present live poll results to audience

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Feedback Management

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

AI Copilot

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

Test/Quiz Creation

Create or build customized tests and quizzes

Progress Reports

Document and report the progress of ongoing projects

Content Sharing

Digitally share pre-made materials and self-created content with others

Multi-User Collaboration

Two-way actions and communication between multiple users in real time

360 Degree Feedback

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Performance Metrics

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

Certification & Licensing

Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders

Email Reminders

Reminders sent via email

Payment Processing

Accept, record, and reconcile financial transactions

Recruitment Management

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

Skill Testing

Activity Tracking

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

Text to Speech

Turns text into natural sounding speech

Pre-Employment Testing

Assessing skills & knowledge of job candidates

Skills Tracking

Track employee skills, competencies, training & qualifications

API

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

Proctoring

Customizable Branding

Add customized logos and colors to align with company branding

Customizable Templates

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

Secure Data Storage

Securely stores data to prevent data loss or breaches

Assessment Management

Creation, administration, and evaluation of assessments or tests

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Version Control

Track revisions and updates made to files and navigate between different versions

Pulse Surveys

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Summary Reports

Template Management

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

Data Import/Export

Import and export data to and from software applications

Customizable Tests

Create tailored assessments that test for specific relevant skills

Training Management

Track employee/learner's progression through training programs

Candidate Management

Build, track, and maintain relationships with candidates

Real-Time Reporting

Active reporting of data and metrics

Interview Scheduling

Plan, organize and set up the date, time and location of a candidate's individualized interview

Templates

Sample files or documents that could be customized as needed or used as is

Candidate Comparison

Compare candidate¿s testing results against each other and against set benchmarks

Applicant Tracking

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

Talent Acquisition

Recruiting, tracking, and interviewing candidates and onboarding/training new employees

Job Application Management

Job Management

Manage and track all job information and associated tasks

Video Support

Supports various video file formats

Online Tests

Exams administered online via computers or other electronic devices

Workflow Management

Create, design and manage workflows for repetitive tasks

Automatic Grading

Automatically score assessment results

Multi-Language

Manage and support multiple languages

Onboarding

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

Individual Development Plans

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

Career Development

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Reminders

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Duplicate Detection

Compare new data with existing records to detect duplicate entries

AI Copilot

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

Customizable Reports

Alter the layout and content of reports

Role-Based Permissions

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

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts/Notifications

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

Data Import/Export

Import and export data to and from software applications

Reminders

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

Customizable Templates

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

Compensation Statements

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

Goal Setting/Tracking

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

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Organizational Charting

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

Market Data Analysis

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

Employee Reward Programs

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

Employee Portal

Online portal where employees can access and track their own information

Compensation Plan Modeling

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

Employee Database

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

Audit Trail

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

Real-Time Reporting

Active reporting of data and metrics

Customizable Branding

Add customized logos and colors to align with company branding

Rewards Program

Point or incentive based programs loyalty programs designed to increase customer engagement

Reporting/Analytics

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

Learning & Development

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

Social Engagement

Process of communicating with an online community and measuring the effectiveness of activity

Chat/Messaging

Communicate using direct chat or messages within the system

Customizable Questions

Tailored or customizable questions for more targeted and relevant data collection

Customizable Reports

Alter the layout and content of reports

Commenting/Notes

Leave comments and notes on documents for others to view

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Generative AI

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Question Library

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Gamification

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

Real-Time Data

Receive data and information in real time

Performance Metrics

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

Scoring

Automatically calculate score after the assessment

AI Copilot

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

Offboarding

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts/Notifications

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

Employee Database

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

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

Reminders

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Generative AI

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

Alerts/Notifications

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

W-2 Preparation

Automatically create and distribute W-2/1099 tax forms to employees.

Multi-Country

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Employee Database

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

Reporting & Statistics

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

Employee Self Service

Gateway through which employees can access the system

AI Copilot

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

Data Import/Export

Import and export data to and from software applications

Multi-State

Pay employees in multiple states with correct tax deduction amounts in each

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Tax Compliance

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Time Tracking

Measure and track time including hours worked and paid time off (PTO)

Customizable Reports

Alter the layout and content of reports

Web-based Deployment

SaaS, web-based, online deployment

Payroll Outsourcing

Delegate payroll processing to third party vendors

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Multi-Currency

Manage and handle various international currencies

Corporate/Business

Software specialized for corporate use

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

1099 Preparation

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Auto Update

Automatic update of information / software

Time & Attendance

Track and manage employee's work hours to improve payroll accuracy

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Accounting

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

For Accountants

Software specialized for accountants and accounting firms

For CPA Firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Multi-Location

Manage and support multiple locations

Reporting/Analytics

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

For Small Businesses

Designed for small businesses

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Data Visualization

Graphical representation of data

Purchase Order Management

Create, send, and track purchase orders and their statuses

Expense Management

Plan, pay and track business related expenses.

Ad hoc Reporting

Generate one-off reports that meet information requirements

Multi-Company

Manage the accounting and financial aspects of multiple locations or companies in a single location

Profit/Loss Statement

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Workflow Management

Create, design and manage workflows for repetitive tasks

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customizable Reports

Alter the layout and content of reports

Forecasting

Form predictions based on past and present data/trends

Dashboard Creation

Creation and customization of dashboards

Self-Service Reporting

Allow users to create their own reports and financial statements

Multi-Currency

Manage and handle various international currencies

Financial Management

Plan, manage, and track the financial activities of an individual or organization

"What If" Scenarios

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Real-Time Reporting

Active reporting of data and metrics

Reporting/Analytics

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

Receipt Management

Upload, track, and submit receipts in a central database

Scenario Planning

Develop potential scenarios to identify risks and opportunities

Alerts/Notifications

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

Collaboration Tools

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

Version Control

Track revisions and updates made to files and navigate between different versions

Activity Dashboard

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

General Ledger

Centralized accounting record which tracks all financial transactions

Third-Party Integrations

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

Consolidation/Roll-Up

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Income & Balance Sheet

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Multi-Department/Project

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Accounting

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

API

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

Chart of Accounts

A financial statement that lists a company's accounts and details the account type and balance

AI Copilot

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

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Financial Statements](/glossary/financial-statements)

Financial statements provide an overview of a company's financial performance. Learn more about financial statements, financial audit software, and how G2 can help you make the best decision for your business.

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

Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages.

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

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

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

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

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

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

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##### Categories on G2

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

[Employee Engagement](https://www.g2.com/categories/employee-engagement)[Payroll](https://www.g2.com/categories/payroll)[Performance Management](https://www.g2.com/categories/performance-management)[Core HR](https://www.g2.com/categories/core-hr)[Onboarding](https://www.g2.com/categories/onboarding-software)[Time & Attendance](https://www.g2.com/categories/time-attendance)[HCM Software](https://www.g2.com/categories/hcm-software)[HR Analytics](https://www.g2.com/categories/hr-analytics)[Workforce Planning](https://www.g2.com/categories/workforce-planning)[Compensation Management](https://www.g2.com/categories/compensation-management)[Talent Assessment](https://www.g2.com/categories/talent-assessment-software)[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Whistleblowing](https://www.g2.com/categories/whistleblowing)[Financial Analysis](https://www.g2.com/categories/financial-analysis)

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