[ Keka Reviews ](https://www.g2.com/products/keka/reviews) [ Keka Reviews ](https://www.g2.com/products/keka/reviews) # Keka Features ##### ## Core HR (23) Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Expense Management Contains functionality for employees to submit expenses reports and track reimbursments Salary Structures Manages position descriptions and pay grades/structures for each role Compliance Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Benefits Administration Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options Goal Management Allows employees to set and manage work or career related goals Benefits Management Record employee's benefit plans and selections throughout career progression Employee Management Track employee schedules, availability, and performance across projects and tasks Workflow Management Create, design and manage workflows for repetitive tasks HR Management Automates core HR functions such as talent management, employee evaluation and learning management Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Calendar Management Track and manage schedules and meetings via an integrated calendar Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Time Off Management Track and manage employee time-off, vacation, and sick leave requests Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Training Management Track employee/learner's progression through training programs Timesheet Management Track the amount of time spent on a job or task Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Commission Management Tracking, calculating, and paying commissions and earnings to employees Show More ##### ## Platform (111) 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. 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 Reporting Access pre-built and custom reports and dashboards. APIs / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline Provides users ability to create and access expense reports/timesheets while not connected to internet. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Scalability Allows administrator to easily add employees and grow payroll process as their company grows. Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Timesheet Management Track the amount of time spent on a job or task Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Benefits Management Record employee's benefit plans and selections throughout career progression Document Management Store, manage, and track all electronic documents in a centralized location Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Team Management Organizing a group of people to accomplish a task Policy Management Create, manage, and track policies and procedures within an organization Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Attendance Management Manage attendance for classes, shifts, meetings, or events Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Employee Management Track employee schedules, availability, and performance across projects and tasks Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Receipt Management Upload, track, and submit receipts in a central database Time Off Management Track and manage employee time-off, vacation, and sick leave requests Workflow Management Create, design and manage workflows for repetitive tasks Expense Management Plan, pay and track business related expenses. APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Time Tracking (5) Ease of Completing Timesheets Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task Users can easily track time based on task or activity and assign to projects Billable Time Rate Management Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Task Progress Tracking Track the status and progress of tasks Show More ##### ## Client Invoicing (5) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Electronic Payments Accepts electronic payments from clients Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile Time Tracking (15) Project Time Tracking Measure time to completion or hours worked for projects Expense Tracking Monitor and record expenses such as purchases or charges incurred Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Tracking Track and document all activities across devices, networks, and other systems Time Tracking by Client Track time worked per client Project Tracking Monitor the progress of projects from start to finish Billable Items Tracking Track the list of items required to be billed/invoiced to clients Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Project Time Tracking Measure time to completion or hours worked for projects Leave Tracking Manage and track employee attendance Budget Tracking Track actual spending to ensure it's in line with the planned budget Online Time Tracking Track employee and task times using internet connection Offline Time Tracking Track employee and task times without internet connection Location Tracking Identify the physical location of an individual, asset, device, etc. Show More ##### ## Administration (40) Business Tool Integration Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Payroll Entry Allows administrator to enter payroll for all employees based on salary or total hours worked. Time Off Accrual Calculation and tracking of sick and vacation days. Direct Deposit Automatically deposits paychecks into employees' bank accounts. Expense Reimbursement Allows administrator to reimburse employees for business-related purchases. Pre-tax Deductions Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. Wage Garnishment Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. Approvals Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Check/W-2 Delivery Sends printed checks to administrator to distribute to employees. Split Deposits Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts. Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Calendar Management Track and manage schedules and meetings via an integrated calendar Timesheet Management Track the amount of time spent on a job or task Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Employee Self Service (4) Web Portal Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. Benefits Manager Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. Mobile Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Show More ##### ## Taxes (3) Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Tax Filing Files payroll tax forms automatically for federal, state, and local taxes. Automatic Tax Payment Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. Show More ##### ## Integration (13) API / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Time Tracking Integration Enables administrator to import hours from time tracking systems. Accounting Integration Provides standard integration with third party accounting software. Core HR Integration Provides standard integration with third party core HR software. API Application programming interface that allows for integration with other systems/databases 401(k) Tracking Track 401(k) participant contributions and employer match Expense Tracking Monitor and record expenses such as purchases or charges incurred Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Third-Party Integrations Set up connections to third-party platforms to improve business processes Third-Party Integration Addition of necessary external data, applications, tools, or features Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Workforce Management Platform Features (30) Labor Forecasting Predict the number and types of employees necessary to meet anticipated demand to control labor costs. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Absence & Leave Management Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. Skills Management Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. Succession Planning Identify high performing employees with potential to be promoted with minimal development. Workforce Analytics Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. Self-Service Capabilities Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times. Mobile Shift Scheduling Managers and employees can create or claim available work shifts and receive notifications on their mobile device. Team Communication Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. Budgeting/Forecasting Create budgets based on historical data and future projections Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Employee Scheduling Assign working shifts or tasks to employees based on their availability Time Off Management Track and manage employee time-off, vacation, and sick leave requests Workflow Management Create, design and manage workflows for repetitive tasks Timesheet Management Track the amount of time spent on a job or task Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Attendance Management Manage attendance for classes, shifts, meetings, or events Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Activity Tracking Track and document all activities across devices, networks, and other systems Sick Leave Tracking Track and manage sick leave time Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Skills Tracking Track employee skills, competencies, training & qualifications Variable Workforce Utilize third party services to cover unforeseen labor needs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Sourcing (7) Candidate Search Searches for qualified candidates by integrating with career sites. Career Page Configuration Configures branded career page for the users website. Candidate Sourcing Proactive search for potential hires to fill current and future job openings and build talent pipelines Job Posting Posts job listings to job boards. Candidate Sourcing Metrics Reports where applicants are finding job listings. Boolean Search Capability to use a search engine via operators like AND, NOT, and OR Resume Search Search through the software for stored resumes Show More ##### ## Candidate Management - Applicant Tracking System (18) Candidate Evaluations Enables users to share feedback on candidates. Applicant Data Management Stores applicant data that can be accessed by multiple people on a team. Hiring Processes Tracking Tracks a candidates spot in the hiring process. Automated Resume Parsing Analyzes resumes and applicant data based on user-selected preferences. Scheduling Integrates with calendars and allows the scheduling of phone screens and interviews. Candidate-Facing Statuses Enables candidates to view their position in the process. Workflow Building Enables the building of custom recruiting workflows. Application Management Track, manage and store the applications of potential future members, customers or candidates Candidate Management Build, track, and maintain relationships with candidates Task Management Create, manage and track all task activities and progression Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Approval Workflow Route documents and other data through one or more stakeholders for review and approval Application Management Track, manage and store the applications of potential future members, customers or candidates Job Management Manage and track all job information and associated tasks Show More ##### ## Platform Content (15) Forms Library Provides users with a pre-built library of templated forms related to the hiring process. E-Forms Provides electronic forms for employees to complete. E-Signature Enables new hires to sign forms electronically. Background Checks Enables the employer to perform background checks. Offer Letter Approvals Provides user with offer letter templates. Offer Letter Templates Enables all stakeholders to approve offer letters. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Employee Pulse Surveys Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction. Survey Customization Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Science-based templates Provides content templates built by academics and/or practitioners and leverage science and research. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Process/Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Content Library Provides users with a pre-built library of useable content. Show More ##### ## Platform Additional Functionality (17) Self-Service Portal Enables employees to login and view their onboarding process. Automated Team Introductions Introduces new hires to employees based on org chart. Compliance Training Provides training on relevant compliance issues. Automated Onboarding Workflows Provides workflows which track new hire progress. Onboarding Notifications Provides notifications about the onboarding process to both the new hire and manager. Employee Segmenting Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Peer Recognition Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed. Social Feedback Portal Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity. Employee Portal Online portal where employees can access and track their own information Surveys & Feedback Gauge satisfaction and receive information for improvement and success Peer-to-Peer Recognition Allows employees to praise one another in a social network-like feed visible to the whole organization Integrations Integrates with business solutions such as HRIS systems and social tools. Mobility Is accessible from a mobile device and by users on the go. Corporate Discounts Corporate discount platforms provide employees with access to discounts on products and services. Employee Engagement Provides employee survey and feedback features. Rewards Provides flexible and easy-to-manage employee reward options. Show More ##### ## Platform Data (8) Time-to-Productivity Reporting Provides metrics on the time it takes a new hire to reach productivity. Onboarding Process Reporting Provides holistic Metrics on the onboarding process. Visualization Contains tools to visalize data sets or workflows. Reporting Provides analytics tools that reveal important business metrics and track progress. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Platform Search Find important content or files using keywords, metadata, tags, etc. Visualization Contains tools to visalize data sets or workflows Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Automation (4) Process Automation Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off. Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Logistics (7) Dashboards & Reporting Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions. Data Collection Labor data collection options include web, mobile, and hardware. Lanuguage Options Provide multiple language options for a global user base. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data Receive data and information in real time Real-Time Reporting Active reporting of data and metrics Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more Show More ##### ## Management (17) Schedule Creation Tools Tools that help in scheduling and shift creation and management. Schedule Management Tools that manage vacation, holidays, absences, breaks, and overtime. Employee Leave Management Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more. User Access Grant access to select features and data based on the users' role, both internally and externally. User Role Access Provides employees self service access and managers a centralized view. Employee Information Ability to manage employee information. Employee Information Automation Automate employee promotions and position changes and company policy changes. Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently HR Management Automates core HR functions such as talent management, employee evaluation and learning management Time Off Management Track and manage employee time-off, vacation, and sick leave requests Task Management Create, manage and track all task activities and progression Document Management Store, manage, and track all electronic documents in a centralized location Mobile Access Access software remotely via mobile devices Show More ##### ## Monitoring (4) Regulations Enforcement Enforce federal, state, and organization regulations. Compliance Monitoring Monitor and maintain compliance. Integration Provide integrations with payroll software. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Platform Basics (10) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Internationalization Supports use by multi-national organizations with appropriate languages, currencies and other conversions. Security Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks. Performance Benchmarking Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level. Reporting & Dashboards Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews. Interoperability Connects to external systems and applications as needed to complete team workflows. Reporting Provides analytics tools that reveal important business metrics and track progress. Dashboard Has a centralized dashboard for users to interact with. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Platform Functionality (2) Customizability Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Planning (4) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Real-Time Data Receive data and information in real time Show More ##### ## Optimization (3) Performance Monitor the performance of each resource by project, portfolio, or resource type. Forecasting Provide demand-driven forecasts to prepare and plan for future projects. Corrections Identify misutilizations and provide suggestions to improve planning and scheduling. Show More ##### ## Recruiting and Onboarding (2) Interview Scheduling Coordinates interview scheduling via email, phone, or text Onboarding Tracks key steps in onboarding process including new employee orientation and employee payroll documents. Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Project Management (8) Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Time Tracking Measure time to completion or hours worked for projects Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Show More ##### ## Accounting (10) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Activity Tracking Track and document all activities across devices, networks, and other systems Billable Items Tracking Track the list of items required to be billed/invoiced to clients Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Analytics (4) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Real-Time Reporting Active reporting of data and metrics Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Performance reviews (7) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Cycle Tracking Follow the progression of a task associated with performance reviews Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle customizable forms Provides customizable employee review surveys and questionnaires. 360 reviews Facilitates 360-degree feedback between managers, employees, and peers. Show More ##### ## Goals (2) Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (9) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Surveys & Feedback Gauge satisfaction and receive information for improvement and success 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager requesting feedback Allows employees or managers to request feedback from other employees. continuous feedback Collects continuous feedback, or regular exchanges of feedback between employees. Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations Show More ##### ## Data (7) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Dashboard and Reporting Generates in-depth visual dashboards and reports based on employee performance data. Historical Analysis Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Generative AI (11) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Proposal Generation Create proposals based on costs of labor and materials 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. Show More ##### ## Resource Planning - Workforce Planning (4) Reconciliation Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting Headcount Planning Provides overview of planning and prediction for current and future employee headcount Reporting Outputs reports on headcount and budgeting analytics Expense Planning Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits Show More ##### ## Human Resources - Workforce Planning (4) Integrations & APIs Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS Compensation Bands Provides overview of salaray ranges in relation to job levels Org Chart Offers the ability to rearrange company hierarchy and employee details in a chart format Recruitment Workflows Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Performance Management (3) Succession Planning Manages talent pool to ensure key indivduals are being prepared for key roles. Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Applicant Tracking Systems (ATS) (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Onboarding (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## AI - Applicant Tracking Systems (ATS) (4) Predictive Insights Admin can use predictive AI analytics to better match candidates to positions. AI Job Description Users can generate job descriptions with generative AI. Chatbot Provides an AI chatbot to guide users through the hiring process. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (475) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Quotes/Estimates Generate quotes or estimates for customers Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 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 Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Billing & Invoicing Create, manage, and send invoices or bills to customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Templates Pre-designed project plans that can be customized Task Scheduling Track and manage the scheduling of tasks Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Calendar Management Track and manage schedules and meetings via an integrated calendar Shop Floor Management Manage and control operations that take place on the shop floor or factory floor Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Real-Time Monitoring Active monitoring of systems, applications, or networks KPI Monitoring Tracking the status of previously identified performance measurements Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Third-Party Integration Addition of necessary external data, applications, tools, or features Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed Task Management Create, manage and track all task activities and progression Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Progress Tracking Reporting on how each user, task or process has advanced since its initiation Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Manufacturers Intended to be used by manufacturers Real-Time Reporting Active reporting of data and metrics Mobile Access Access software remotely via mobile devices Cost Management Manage budgets, track and optimize spending and align capacity to workload demand Scenario Planning Develop potential scenarios to identify risks and opportunities Historical Database Archive of job costs for similar projects Inventory Control Monitor product stock levels Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Generative AI Use AI to generate content in the form of text, images, videos, etc. Time Tracking Measure and track time including hours worked and paid time off (PTO) Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Predictive Analytics Predict future data based on historical data sets Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Projections Estimate or forecast of a future scenario based on the study of present trends Prioritization Arrange tasks based on the level of priority or urgency Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Skills Tracking Track employee skills, competencies, training & qualifications Utilization Reporting Track the frequency of asset usage Approval Process Control Manage the process of evaluating documents or requests submitted for approval Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Reports Alter the layout and content of reports Commenting/Notes Leave comments and notes on documents for others to view API Application programming interface that allows for integration with other systems/databases Project Planning Organize and schedule projects Assignment Management Assign issues and tasks based on availability or required skills Customizable Fields Customize data fields to support various needs and use cases Multiple Projects Ability to handle several projects simultaneously Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Resource Request Approve or reject incoming requests for resources based on need and user permissions Data Import/Export Import and export data to and from software applications Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Capacity Management Monitor service demand and performance to plan for adequate resources that meet business needs Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Real-Time Updates Receive system updates as soon as any changes are made Project Templates Pre-designed project plans that can be customized Document Management Store, manage, and track all electronic documents in a centralized location Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Assessment Management Creation, administration, and evaluation of assessments or tests Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Portal Online portal where employees can access and track their own information Generative AI Use AI to generate content in the form of text, images, videos, etc. Email Reminders Reminders sent via email Rater Selection Process of choosing individuals who will assess and provide feedback on an employee's performance during a performance appraisal Appraisal History Survey/Poll Management Create and administer polls and surveys Customizable Branding Add customized logos and colors to align with company branding Employee Profiles Centralized storage for employee data, records, and performance metrics Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Progress Tracking Reporting on how each user, task or process has advanced since its initiation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Real-Time Data Receive data and information in real time Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Data Import/Export Import and export data to and from software applications API Application programming interface that allows for integration with other systems/databases Performance Review Management Create, fill out, and send performance reviews to individual employees Benchmarking Compare key metrics for the business against prominent players in the industry Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Biometric Recognition Facial or other physical recognition to confirm identity Clock In/Out Track employees' arrival and departure timings for payroll purposes Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Project Time Tracking Measure time to completion or hours worked for projects Audit Trail A record of all activities within the system, including user access, changes made, etc. Leave Tracking Manage and track employee attendance Multi-Location Manage and support multiple locations Access Controls/Permissions Define levels of authorization for access to specific files or systems Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lockout Periods Ensure employees can only clock in and out during certain times. Electronic Signature Digitally sign online documents Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Geofencing Virtual perimeter for a real-world geographic area Labor Forecasting Predict labor requirements based on past and present data/trends Employee Portal Online portal where employees can access and track their own information Employee Time Tracking Track and measure time worked for employees Punch card Clock in and out online or with a card Automatic Time Capture Automate recording of time to reduce human error Real-Time Reporting Active reporting of data and metrics Customizable Branding Add customized logos and colors to align with company branding Rewards Program Point or incentive based programs loyalty programs designed to increase customer engagement Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Learning & Development Facilitate training materials that help employees grow and progress in their positions Social Engagement Process of communicating with an online community and measuring the effectiveness of activity Chat/Messaging Communicate using direct chat or messages within the system Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Customizable Reports Alter the layout and content of reports Commenting/Notes Leave comments and notes on documents for others to view Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Profiles Centralized storage for employee data, records, and performance metrics Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Data Receive data and information in real time Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Scoring Automatically calculate score after the assessment AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Profiles Centralized storage for employee data, records, and performance metrics For Cloud Software that is accessible through the cloud with an active internet connection Employee Training Time Off Requests Tools that allow employees to request/schedule time off AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Activity Tracking Track and document all activities across devices, networks, and other systems Data Security Protect sensitive data for digital privacy Employee Handbook Create and share a new employee handbook with helpful information Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Customizable Fields Customize data fields to support various needs and use cases Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reminders Timed notification for any upcoming task, deadline, appointment, or activity Recruiting Firms Designed to be used by external or 3rd party recruiting or staffing firms Talent Pool Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Scoring Automatically calculate score after the assessment Candidate Profiles Record candidates' information such as role, professional qualifications, experiences, skills or attributes Job Board Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences Internal HR Designed to be used by internal recruiters or HR hiring managers Reference Checking Process used by hiring managers to get more information about a candidate by contacting previous employers Careers Page Web page to host job postings, show role descriptions or receive applications from potential candidates Resume Storage Upload and store resumes Customizable Branding Add customized logos and colors to align with company branding Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Matching Engine Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Social Recruiting Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Small Businesses Designed for small businesses Background Screening Researching and validating a person's criminal, educational, job or financial records Commenting/Notes Leave comments and notes on documents for others to view Billing & Invoicing Create, manage, and send invoices or bills to customers CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Resume Database A searchable repository of candidate profiles Email Marketing Create and send email blasts/campaigns Searchable Database A collection of records that can be retrieved based on specific queries GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Job Requisition Request a new hire, explain the need, and determine available budget 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 Data Import/Export Import and export data to and from software applications Estimating Estimate expected cost based on various factors before a project begins Timer Multi-Currency Manage and handle various international currencies Customizable Reports Alter the layout and content of reports Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Updates Receive system updates as soon as any changes are made Projections Estimate or forecast of a future scenario based on the study of present trends Customizable Fields Customize data fields to support various needs and use cases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Mobile App Access the system via a mobile application Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing Create, manage, and send invoices or bills to customers Budgeting/Forecasting Create budgets based on historical data and future projections Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Summary Reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Automatic Time Capture Automate recording of time to reduce human error Overtime Calculation Manage and record overtime hours for hourly employees Clock In/Out Track employees' arrival and departure timings for payroll purposes Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Language Manage and support multiple languages 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 Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Real-Time Reporting Active reporting of data and metrics Shift Swapping Managing and trading shift details between employees AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Reminders Timed notification for any upcoming task, deadline, appointment, or activity Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Approval Process Control Manage the process of evaluating documents or requests submitted for approval Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Document Storage Store and organize documents in a centralized system Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Time & Attendance Track and manage employee's work hours to improve payroll accuracy Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Clock In/Out Track employees' arrival and departure timings for payroll purposes Customizable Reports Alter the layout and content of reports 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 Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integrations Set up connections to third-party platforms to improve business processes HR Management Automates core HR functions such as talent management, employee evaluation and learning management Timesheet Management Track the amount of time spent on a job or task Leave Tracking Manage and track employee attendance Team Calendars Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Absence Management Manage and track employee attendance Time Off Requests Tools that allow employees to request/schedule time off Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Approval Workflow Route documents and other data through one or more stakeholders for review and approval Time Off Management Track and manage employee time-off, vacation, and sick leave requests Customizable Reports Alter the layout and content of reports Leave Policy Management Create and manage leave policies including multiple policies per department, branch, shift, region, etc. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Employee Profiles Centralized storage for employee data, records, and performance metrics Goal Management Allows employees to set and manage work or career related goals eCards Digital greeting cards that are sent electronically, usually via email Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Gamification Games or game-like elements to track progress and reward accomplishments AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Leaderboards Boards that use custom metrics to show how leading performers compare to other individuals/teams Chat/Messaging Communicate using direct chat or messages within the system Budget Control Manage and monitor spending to align with the financial constraints or goals Mobile Access Access software remotely via mobile devices Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Peer-to-Peer Recognition Allows employees to praise one another in a social network-like feed visible to the whole organization Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Customizable Branding Add customized logos and colors to align with company branding Nominations Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award Recognition Tracking Track accrued recognition and rewards at an individual employee level Social Recognition Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement Awards Management Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product 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 Reminders Timed notification for any upcoming task, deadline, appointment, or activity Rewards Catalog A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more Manager-to-Employee Recognition Allows managers to praise, recognize skills, and give feedback to their employees 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Commenting/Notes Leave comments and notes on documents for others to view Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multi-Language Manage and support multiple languages Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Surveys & Feedback Gauge satisfaction and receive information for improvement and success Show More ## Top-Rated Alternatives [ ![HROne](https://images.g2crowd.com/uploads/product/hd_favicon/c669f57ac3105a12c1d0f89a0cc6604e/uneecops-hrone.svg "HROne") HROne 4.8/5(2,113) ](https://www.g2.com/products/uneecops-hrone/reviews) [ ![greytHR](https://images.g2crowd.com/uploads/product/hd_favicon/e89dc949eb5553eee8489e3f0d332826/greythr.svg "greytHR") greytHR 4.4/5(1,284) 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[View Glossary](/glossary) [Peer Recognition](/glossary/peer-recognition) Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices. [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. [Wage Garnishment](/glossary/wage-garnishment) Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages. [Shift Scheduling](/glossary/shift-scheduling) Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process. [Labor Forecasting](/glossary/labor-forecasting) Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy. [Policy Compliance Management](/glossary/policy-compliance-management) Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits. 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