[
HRSoft ... Reviews
](https://www.g2.com/products/hrsoft-long-term-incentive-management/reviews)

[
HRSoft ... Reviews
](https://www.g2.com/products/hrsoft-long-term-incentive-management/reviews)

# HRSoft Long-Term Incentive Management Features

##### 
## Platform (91)

Customization

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

Integration APIs

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

Internationalization

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

User, Role, and Access Management

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

Activity Dashboard

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

Activity Dashboard

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

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

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

Training Management

Track employee/learner's progression through training programs

Goal Management

Allows employees to set and manage work or career related goals

Feedback Management

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

Action Management

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

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

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

Benefits Dashboard

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

Activity Dashboard

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

Feedback Management

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

Performance Management

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

Recruitment Management

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

Compliance Management

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

Training Management

Track employee/learner's progression through training programs

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Employee Management

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

Orientation Workflow Management

Create orientation programs for new employees or students

Task Management

Create, manage and track all task activities and progression

HR Management

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

Help Desk Management

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

Mobile Access

Access software remotely via mobile devices

Payroll Management

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

Document Management

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

Job Description Management

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

Social Media Integration

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

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

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

Third-Party Integrations

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

Assessment Management

Creation, administration, and evaluation of assessments or tests

Social Media Integration

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

Activity Dashboard

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

Mobile Access

Access software remotely via mobile devices

Third-Party Integration

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

Initiative Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Community Management

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

Employee Referral Management

Manage and track employee referrals for open job positions

Candidate Management

Build, track, and maintain relationships with candidates

Workflow Management

Create, design and manage workflows for repetitive tasks

Communication Management

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

Advertising Management

Manage advertising space and its sales within your network or publication

Application Management

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

Email Management

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

Job Management

Manage and track all job information and associated tasks

Discount Management

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

Pipeline Management

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

File Management

Create, save, and store files

Job Management

Manage and track all job information and associated tasks

Data Storage Management

Manage and store data in a database

Compensation Management

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

Employee Management

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

Job Application Management

HR Management

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

Competency Management

Catalog, manage, and develop employee skill sets

Performance Management

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

Compliance Management

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

Job Description Management

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

Evaluation Management

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

User Management

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

Role-Based Permissions

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

Third-Party Integrations

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

Reward Structuring

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

Event Management

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

Workflow Automation

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

Compensation History

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

Automated Compliance

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

Performance Management Integration

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

Embedded Analytics

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

Reporting Capabilities

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

Compensation Data Management

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

Internationalization

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

Bonus Management

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

Real-Time Data

Receive data and information in real time

Reporting/Analytics

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

Benefits Management

Record employee's benefit plans and selections throughout career progression

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Incentive Management

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

Payroll Management

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

Budget Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Performance Management

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

Document Management

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

Employee Management

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

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##### 
## Platform Basics (2)

Reporting

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

Investor Reporting

Compile and report on all investor activities

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##### 
## Platform Data (4)

Visualization

Contains tools to visalize data sets or workflows

Platform Search

Find important content or files using keywords, metadata, tags, etc.

Dashboard

Has a centralized dashboard for users to interact with

Activity Dashboard

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

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##### 
## Platform Content (1)

File Sharing

Provides robust sharing options for communication with both internal and external stakeholders.

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##### 
## Platform Additional Functionality (3)

Cap Table

Contains cap table management capabilities

409a

Provides 409a valuation centered features

Public Equity

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

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##### 
## Benchmarking and Equity - Compensation Management (3)

Benchmarking Data

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

Pay Equity

Comes with native pay equity module or capabilities.

Salary Bands

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

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##### 
## Agentic AI - Equity Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Additional Functionality (90)

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.

Audit Management

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

Vesting Management

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Workflow Management

Create, design and manage workflows for repetitive tasks

Forecasting

Form predictions based on past and present data/trends

Alerts/Notifications

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

Audit Trail

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

Performance Metrics

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

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

API

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

Third-Party Integrations

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

Scenario Planning

Develop potential scenarios to identify risks and opportunities

AI Copilot

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

Grant Management

Monitor application statuses, proposals and award funds

Compliance Management

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

Financial Analysis

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

Multi-Currency

Manage and handle various international currencies

Financial Modeling

Decision-making process using businesses past, present and forecasted future operations.

Financial Management

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

Real-Time Data

Receive data and information in real time

Transaction History

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

Role-Based Permissions

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

Deal Management

Defines specific deal parameters to negotiate and secure deals

Generative AI

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

Document Management

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

Valuation Management

Assessment technique to estimate the current worth of an asset or company

Customizable Reports

Alter the layout and content of reports

Real-Time Analytics

Analyze and gain insights into data in real-time

Document Storage

Store and organize documents in a centralized system

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Reporting & Statistics

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

Activity Tracking

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

Alerts/Notifications

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

Prioritization

Arrange tasks based on the level of priority or urgency

Learning Management

Organize and track educational activities

API

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

Change Management

Track and monitor efficient handling of all changes/transitions

Configurable Workflow

Configure existing workflows to meet your organization's needs

Task Management

Create, manage and track all task activities and progression

AI Copilot

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

Change Tracking

Track changes in laws and regulations and compare previous legislation to current legislation

Collaboration Tools

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

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

Release Management

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Training Management

Track employee/learner's progression through training programs

Change Planning

Planning training and tasks to facilitate the transition to new technology, process, or workflow.

Compliance Management

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

Service Level Agreement (SLA) Management

Set and monitor service level agreements to ensure timely response and resolution

Single Sign On

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

Multi-Language

Manage and support multiple languages

Workflow Management

Create, design and manage workflows for repetitive tasks

Audit Trail

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

Generative AI

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

Customizable Branding

Add customized logos and colors to align with company branding

Knowledge Base Management

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

Self Service Portal

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

Document Management

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

Problem Management

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Reporting & Statistics

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

Support Ticket Management

Allow customers/users to submit support queries and service requests

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Customizable Fields

Customize data fields to support various needs and use cases

Incident Management

Manage and track all disruptions and incidents

Third-Party Integrations

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

Activity Tracking

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

Niche Application

Address unique or niche requirements not covered by mainstream software solutions

Specialized or Emerging Capabilities

Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making

Distinct HR Functionality

Have features and use cases that do not fit into existing HR software categories

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

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

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

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

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

##### Categories on G2

[Compensation Management](https://www.g2.com/categories/compensation-management)[Equity Management](https://www.g2.com/categories/equity-management)[Other HR](https://www.g2.com/categories/other-hr)

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