HiBob HRIS Features
Core HR (21)
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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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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
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
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Workflow Management
Create, design and manage workflows for repetitive tasks
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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
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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
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Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
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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 (118)
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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
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Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
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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.
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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.
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Event Management
Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments.
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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.
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Compensation History
Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making.
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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.
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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.
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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.
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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.
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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.
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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
Employee Self Service (4)
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Web Portal
Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
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Benefits Manager
Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
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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
Administration (10)
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Payroll Entry
Allows administrator to enter payroll for all employees based on salary or total hours worked.
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Time Off Accrual
Calculation and tracking of sick and vacation days.
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Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
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Expense Reimbursement
Allows administrator to reimburse employees for business-related purchases.
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Pre-tax Deductions
Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
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Wage Garnishment
Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
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Approvals
Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
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Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
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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.
Taxes (3)
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Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
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Tax Filing
Files payroll tax forms automatically for federal, state, and local taxes.
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Automatic Tax Payment
Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Integration (10)
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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.
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Time Tracking Integration
Enables administrator to import hours from time tracking systems.
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Accounting Integration
Provides standard integration with third party accounting software.
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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
Platform Content (10)
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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.
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.
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Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform Additional Functionality (14)
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Self-Service Portal
Enables employees to login and view their onboarding process.
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Automated Team Introductions
Introduces new hires to employees based on org chart.
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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.
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Mobility
Is accessible from a mobile device and by users on the go.
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Telephone
Manages a telephone solution that customers can set-up and provide to their employees.
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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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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
Platform Data (15)
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Visualization
Contains tools to visalize data sets or workflows.
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Dashboard
Has a centralized dashboard for users to interact with.
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Alerts and Notifications
Sends notifications to users in-app or through email, text message or otherwise.
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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
Financial Insight (4)
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Budgeting
Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
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Forecasting
Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
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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
Data (9)
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Data Visualization
Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
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Data Analysis
Scours data for actionable insights.
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Custom Reporting
Allows users to customize their own reports according to business needs.
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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
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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
Status Communication (5)
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Collaboration
Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
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Version Control
Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
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Real-Time Data Updates
Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
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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
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 (7)
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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
Management (16)
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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
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
Budget Creation (7)
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Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
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Budget Hierarchies
Define budget structure elements and how they are linked hierarchically
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Versioning
Keeps track of all versions of a budget and allows users to compare versions
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Formulas
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
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What-If
Test the potential financial impact of business decisions on revenues and expenses
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Budget Periods
Users can customize standard budget periods (3, 9, or 12 months)
Real-Time Data
Receive data and information in real time
Budget Management (3)
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Consolidation
Consolidate multiple budgets from different departments or business entities
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Adjustments
Users with administrative access rights can modify budgets
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Workflows
Workflows are used to define the steps required to alter budgets and who needs to approve changes
Forecasting (6)
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Historical Data
Forecasting is based on past transactions and historical financial or operational data
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Reforecast
Ability to recreate forecasts to include new information that may impact budgets
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Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts
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Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
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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.
Analytics (4)
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Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
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Forecasts Comparison
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
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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
Data Management (3)
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Data Import
Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
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Data Consolidation
Data from multiple systems can be centralized into a single repository
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Data Validation
Financial data can be validated to avoid duplicates and errors
Reporting Structure (3)
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Reporting Hierarchy
Administrators can define and manage the reporting structure and access rights to each report
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Report Templates
Templates that can be used to create new reports without starting from scratch
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Report Types
Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date
Standard Analytics (4)
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Standard KPIs
Include most common financial KPIs such as gross and net profit margin, or working capital
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Standard Reports
Standard financial reports are provided out of the box
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Financial Statements
Ability to analyze financial statements such as income statement and balance sheet
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Drill Down
Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
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Dashboards
Dashboards can be customized to display different types of data from various sources
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Custom KPIs
Users can modify standard financial KPIs and metrics
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Custom Reports
Allow users to edit reports and to combine multiple reports
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Self Service
A dedicated portal for external users with limited access to the system
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Multiple Entities
Monitors the financial performance of multiple entities
Platform Basics (6)
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Reporting
Provides anonymous reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.
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Secure
Provides safe and secure reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.
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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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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.
Recruiting and Onboarding (1)
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Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Platform Basics - Talent Assessment (3)
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Analytics
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Automation
Automates some or all operation related tasks.
Platform Content - Talent Assessment (13)
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Candidate Screening
Tools that screen candidates for aptitude, personality, and essential work and job-related skills.
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Content Library
Provides users with a useable content customizable based on industry, position, and company culture, and more.
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Assessment
Provides detailed reports with filter options to sort, compare, and analyze candidate results.
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Portal
Portal lets employers and candidates log into the system and view assessment results.
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Emotional Intelligence
Uses emotional intelligence to inform questions and asses how well a candidate fits within a team or role.
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Logical Reasoning
Contains questions designed to test logical reasoning or problem-solving skills.
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Big Five
Bases questions on the "Big Five" personality traits to see how well a candidate fits into a role.
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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
Platform Performance - Talent Assessment (4)
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Uptime
Is consistently available (uptime) and allows users to complete tasks reliably.
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Analytics
Provides analytics tools that reveal important business metrics and track progress.
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Monitoring
Contains application performance monitoring capabilities.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Platform Additional Functionality - Talent Assessment (8)
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Mobility
Is accessible from a mobile device and by users on the go.
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Messaging
Contains in-application messaging abilities.
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Payment
Contains built-in payment processing capabilities or integrates with payment processing software.
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Integrations
Provides integrations with applicant tracking system (ATS) software.
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Video Interview
Contains a video assessment/recording feature for users to answer questions candidly.
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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
Financial Planning (4)
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Extended Planning
Analysis that creates business plans outside of finance, including sales, marketing, or HR.
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Reporting
Reports on departmental KPI metrics measured against targets.
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Integration
Consolidates planning processes across an organization into a single solution.
Self-Service Reporting
Allow users to create their own reports and financial statements
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
Reports (5)
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Score Cards
Score cards visually track key performance indicators (KPIs)
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Customizability
Reports can be customized based on the intended audience, available data, length, and depth
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Graphs and Charts
The outputs of reports are customizable in using graphs and charts
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Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cleaning (3)
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Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
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Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
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Transformation
Change the data format into csv., html, xml, etc.
Generative AI (7)
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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.
Resource Planning - Workforce Planning (4)
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Reconciliation
Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
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Headcount Planning
Provides overview of planning and prediction for current and future employee headcount
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Reporting
Outputs reports on headcount and budgeting analytics
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Expense Planning
Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits
Human Resources - Workforce Planning (4)
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Integrations & APIs
Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
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Compensation Bands
Provides overview of salaray ranges in relation to job levels
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Org Chart
Offers the ability to rearrange company hierarchy and employee details in a chart format
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Recruitment Workflows
Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders
Benchmarking and Equity - Compensation Management (2)
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Benchmarking Data
Displays and compares pay equity information, comparing the parity of pay across demographics.
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Salary Bands
Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization.
Agentic AI - Performance Management (2)
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Multi-step Planning
Ability to break down and plan multi-step processes
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Onboarding (5)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
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
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
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
Conversational Automation - AI Agents for HR (2)
Conversational Assistants
Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.
Multi‑Language Support & Localization
Interacts fluently across multiple languages and regions, adapting tone and HR context.
Task Automation - AI Agents for HR (1)
Autonomous Task Execution
Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.
Predictive Analytics - AI Agents for HR (1)
Attrition and Engagement Prediction
Supports analysis sentiment and behavior data to signal disengagement or flight risk.
Compliance & Policy - AI Agents for HR (1)
Policy Enforcement & Compliance
Automatically enforce local regulation and company policy during HR workflows.
Multi‑System Integration - AI Agents for HR (1)
System Integration & Data Access
Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.
Proactive Intervention - AI Agents for HR (1)
Proactive Nudges & Conversation Support
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.
Agent Governance - AI Agents for HR (1)
Human‑in‑the‑Loop Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations.
Talent Acquisition & Recruitment - AI Agents for HR (2)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates.
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication.
AI Capabilities - Talent Assessment (6)
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AI Personalization
Customizes or personalizes assessment questions to individual candidates with AI.
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AI Predictive Insights
Analyzes candidate assessment results with AI to provide predictive insights on future performance, culture fit, or other elements.
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AI Scoring
Automatically scores the talent assessment with the use of AI.
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Assessment Generation
Uses generative AI to create psychometric, behavioral, or personality assessments.
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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.
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
Usage Tracking/Analytics (1)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Multi-Language (1)
Multi-Language
Manage and support multiple languages
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
HR System Integration (1)
HR System Integration
Integrate with core HR systems such as HRIS, ATS, knowledge bases, and payroll software
Escalation Management (1)
Escalation Management
Define a process for transferring calls/tickets to management
Proactive Tasking (1)
Proactive Tasking
Provide proactive or multi-step task support, not only reactive conversational responses
Proactive Intervention (1)
Proactive Intervention
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders
AI‑Powered Candidate Screening (1)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates
Policy Enforcement (1)
Policy Enforcement
Automatically enforce local regulation and company policy during HR workflows.
Interview & Scheduling Agent (1)
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication
Agent Governance (1)
Agent Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations
HR Automation (1)
HR Automation
Autonomously perform or assist with HR tasks across the employee lifecycle
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Technology Glossary Features
View definitions of the features and discover new technology terms.
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 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.
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 is the private information that some companies may choose to ask candidates for during the interview process. Learn about states where asking salary history is banned, the benefits of having this data, and more.
Compensation statements 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.


