[ Leapsome Reviews ](https://www.g2.com/products/leapsome/reviews) [ Leapsome Reviews ](https://www.g2.com/products/leapsome/reviews) # Leapsome Features ##### ## Core HR (21) Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Salary Structures Manages position descriptions and pay grades/structures for each role Compliance Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Goal Management Allows employees to set and manage work or career related goals Benefits Management Record employee's benefit plans and selections throughout career progression Employee Management Track employee schedules, availability, and performance across projects and tasks Workflow Management Create, design and manage workflows for repetitive tasks HR Management Automates core HR functions such as talent management, employee evaluation and learning management Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Calendar Management Track and manage schedules and meetings via an integrated calendar Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Time Off Management Track and manage employee time-off, vacation, and sick leave requests Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Training Management Track employee/learner's progression through training programs Timesheet Management Track the amount of time spent on a job or task Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Commission Management Tracking, calculating, and paying commissions and earnings to employees Show More ##### ## Platform (79) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes 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. 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 Show More ##### ## Time Tracking (3) Ease of Completing Timesheets Timesheet entry takes little time and is intuitive for new users 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 (2) 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 (11) 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 Show More ##### ## Platform Content (9) E-Signature Enables new hires to sign forms electronically. 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 Show More ##### ## Platform Additional Functionality (14) Self-Service Portal Enables employees to login and view their onboarding process. Automated Team Introductions Introduces new hires to employees based on org chart. Compliance Training Provides training on relevant compliance issues. Automated Onboarding Workflows Provides workflows which track new hire progress. Onboarding Notifications Provides notifications about the onboarding process to both the new hire and manager. Mobility Is accessible from a mobile device and by users on the go. Internal promotion Helps companies promote the whistleblowing hotline so they know when and how to access it. Employee Segmenting Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Peer Recognition Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed. 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 Show More ##### ## Platform Data (21) 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 Dashboard Has a centralized dashboard for users to interact with. Alerts and Notifications Sends notifications to users in-app or through email, text message or otherwise. Case Management Provides provides clients with analysis and reporting management. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Forms Management Store, manage and track all forms in a centralized location Incident Management Manage and track all disruptions and incidents Policy Management Create, manage, and track policies and procedures within an organization Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Data Storage Management Manage and store data in a database Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Course Authoring (3) Course Builder Enables user to create courses. Role-Based Templates Provides templates for course creation based on industry or role. Assessments & Quizzes Designs and administrates tests and quizzes. Show More ##### ## Course Delivery (10) Learning Paths/Tracks Designing course materials to be completed in a sequential order for personalized learning purposes Communication & Notifications Provides functionality to communicate and send notifications to users. Assignment Scheduling Enables users to plan assignments and dispense them automatically. Self-paced Learning Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge Mobile Learning Access for students to complete learning materials on mobile platforms Blended Learning Supports learning paths that combine in-person classes with online/virtual courses Social Learning Create tools to promote social interaction and learning between students/trainees and instructors/trainers Synchronous Learning Real-time, interactive learning experiences where participants engage in learning activities simultaneously Extended Enterprise Learning Training that is provided to learners outside of a company Asynchronous Learning Supports flexible learning at different times (i.e., learners can access course materials at their own pace) Show More ##### ## Course Management (4) Varied User Types Limits user access to certain functionality and courses. Certifications Provides custom certifications to distribute after course completion. Industry Compliance Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more. SCORM Compliance Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework Show More ##### ## Interface (1) Multilingual Provides multiple language choices. Show More ##### ## Pre-Meeting Tools (3) Templates Provides templates for various meeting types. Scheduling Schedules and coordinates meetings between participants. Agenda Creates agendas for meetings to follow. Show More ##### ## Meeting Tools (5) Notes Allows participants to record notes on meeting proceedings. Digital Workspace Provides a malleable digital workspace for meeting participants to collaborate in. File Sharing Allows participants to share files or post them in a shared workspace. Screen Sharing Digitally share screen view with others Meeting Notes Create and share notes/annotations taken during meetings Show More ##### ## Post-Meeting Tools (5) Task Delegation Delegates tasks based on agreed upon action points. Participant Email Emails meeting participants with follow up questions, minutes, etc. Meeting Analytics Provides data around meeting (length, agenda points covered, etc.) Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Lock Meetings Password-protect and/or stop new participants from joining online meetings Show More ##### ## Automation (1) Process Automation Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off. 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 (16) Schedule Management Tools that manage vacation, holidays, absences, breaks, and overtime. Employee Leave Management Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more. User Access Grant access to select features and data based on the users' role, both internally and externally. User Role Access Provides employees self service access and managers a centralized view. Employee Information Ability to manage employee information. Employee Information Automation Automate employee promotions and position changes and company policy changes. Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently HR Management Automates core HR functions such as talent management, employee evaluation and learning management Time Off Management Track and manage employee time-off, vacation, and sick leave requests Task Management Create, manage and track all task activities and progression Document Management Store, manage, and track all electronic documents in a centralized location Mobile Access Access software remotely via mobile devices Show More ##### ## Monitoring (2) Integration Provide integrations with payroll software. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Platform Basics (14) 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. Reporting Provides anonymous reporting of activities involving misconduct, fraud, abuse, and other violations of company policies. Secure Provides safe and secure reporting of activities involving misconduct, fraud, abuse, and other violations of company policies. Performance Is consistently available (uptime) and allows users to submit reports reliably. Incident Reporting Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site 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. 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. 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 ##### ## Training & eLearning (18) Assessments and Practice Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials. Content Delivery and Tracking Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance. Content Creation Creates training materials for instructor- and self-led courses. Customer Training Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses. Manager Portals Allows managers to see progress of team members. Content Storage and Management Provides functionality to store, organize, and search all training content. Content Libraries Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum. Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Course Tracking Track which progress and course materials have been completed by each user Progress Tracking Reporting on how each user, task or process has advanced since its initiation eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Course Management Create, organize, and assign courses to users Assessment Management Creation, administration, and evaluation of assessments or tests Training Management Track employee/learner's progression through training programs Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Learner Portal Students can access materials and communicate with instructors via their online student profile Show More ##### ## Recruiting and Onboarding (1) Onboarding Tracks key steps in onboarding process including new employee orientation and employee payroll documents. Show More ##### ## Communication (4) 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Confidence Levels Allows users to rate their confidence level concerning goal completion. Messaging Integrations Integrates with outside business instant messaging tools. Onboarding Provides built-in onboarding tools for new user adoption. Show More ##### ## Goal Creation (5) Team OKR Allows users to make team-wide OKRs. Individual OKR Allows users to make OKRs for individual team members. Mind Mapping Allows users to arrange tasks and goals in a mind map. Action Item Creation Allows users to create goals and takss based on action items decided in in-person meetings. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Show More ##### ## Platform Content (4) Employee Tracking Tracks employees’ progress, skills, and experience to develop and retain internal talent Employee Development Provides employee development, self-assessments, manager support, internal talent discovery, mobility management, and more. Career Development Provides tools that manage employee career development, employee growth, and job progression. Progress Tracking Reporting on how each user, task or process has advanced since its initiation Show More ##### ## Platform Additional Functionality (20) Dashboard Has a centralized dashboard for users to interact with. Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities. Task Management Provides task prioritization and management abilities. Payment Contains built-in payment processing capabilities or integrates with payment processing software. Portal Contains a portal to facilitate third-party or client application access. Integrations Integrates with HR software solutions for ease of management and employee access Internal Talent Mobility Movement of employees across roles within the same company Employee Portal Online portal where employees can access and track their own information Learning Management Organize and track educational activities Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Forms Management Store, manage and track all forms in a centralized location Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Employee Management Track employee schedules, availability, and performance across projects and tasks Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Review Management Create, fill out, and send performance reviews to individual employees Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Show More ##### ## Performance reviews (5) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Cycle Tracking Follow the progression of a task associated with performance reviews Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle 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 (6) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Surveys & Feedback Gauge satisfaction and receive information for improvement and success 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Show More ##### ## Data (4) 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 Show More ##### ## Survey Management (7) Survey Builder Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Templates Offers pre-built templates for creating surveys with different audiences or use cases Survey Distribution Provides tools for distributing surveys through email, SMS, social media, etc. Mobile Survey Distribute a survey via mobile devices Site Intercept Survey Survey popup over a webpage to specific users based on their behavior Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Show More ##### ## Survey Customization (2) Question Branching Survey design technique that directs respondents to different questions based on their previous answers Multilingual Surveys Allows for creation of surveys in different languages and advanced survey translation Show More ##### ## Survey Insights (8) Reporting & Analytics Provides tools to visualize and analyze data Data Exporting Allows users to export reports from the product into an .xsl, .csv, or .pdf file Permissions Allows administrators to set permissions on viewing, filtering, or sharing survey results Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Presentation Tools Share and present designs Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Real-Time Data Receive data and information in real time Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Show More ##### ## Reports (5) Score Cards Score cards visually track key performance indicators (KPIs) Customizability Reports can be customized based on the intended audience, available data, length, and depth Graphs and Charts The outputs of reports are customizable in using graphs and charts Dashboards Real-time up to date outputs can be created to provide information to decision makers and leadership Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Cleaning (2) Filtering Raw data is able to be filtered into outputs with only the data useful for the analysis Transformation Change the data format into csv., html, xml, etc. Show More ##### ## Generative AI (13) AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. AI Text-to-Image Provides the ability to generate images from a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Core Features - Employee Experience Software (3) Employee Lifecycle Management Manages the entire employee lifecycle from onboarding to exit surveys, providing actionable insights and customization. Communication Aids in knowledge management and the crafting of company branding and messaging. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Show More ##### ## People Analytics - Employee Experience Software (3) Action Plan Data analysis leads into creating HR initatives and policies with measurable outcomes. Productivity Directly measures and finds ways to optimize workplace productivity. Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Show More ##### ## Advanced Features - Employee Experience Software (3) Digital Experience Management Integrates with the IT technologies and workflow to optimize and manage omnichannel digital experiences. Benchmarking Allows access to industry research, benchmarking, and other comparison whether through internal functionality or partnership with third-party. Employee Listening People analytics include features capable of impelmenting an advanced employee listening strategy. Show More ##### ## Employee Improvement - Employee Experience Software (4) Performance Management Includes native feedback functionality like OKRs, 360 feedback, continuous improvement, or other performance management tools. Learning Guides employee growth through suggested content, skill building, or other learning initiatives and programs. Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ##### ## Platform - Compensation Planning (8) Compensation Budgeting Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. Merit Cycle Planning Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. Pay Transparency Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. Automated Compliance Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. Reward Structuring Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. Compensation History Accesses employee compensation history and talent records when evaluating compensation planning strategies. Succession Planning Planning, tracking and developing internal talent for future key position filling Salary Planning Budgets, benchmarks and tracks all salary processes and associated costs Show More ##### ## Additional Features - Compensation Planning (3) Reporting Capabilities Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. Workflow Automation Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. Integrations Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. 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 - Corporate Learning Management Systems (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Multi-Language Manage and support multiple languages 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 - Survey (4) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Show More ##### ## Agentic AI - Meeting Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Objectives and Key Results (OKR) (2) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (520) 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 Approval Process Control Manage the process of evaluating documents or requests submitted for approval Duplicate Detection Compare new data with existing records to detect duplicate entries AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compensation Statements Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Market Data Analysis Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Employee Portal Online portal where employees can access and track their own information Compensation Plan Modeling Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Audit Trail A record of all activities within the system, including user access, changes made, etc. 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 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 Built-in Course Authoring Tools that allow users to create and publish courses and course material/content Reminders Timed notification for any upcoming task, deadline, appointment, or activity Academic/Education Software specialized for schools (K-12 & Post-Secondary) eLearning Companies Software specialized for companies that sell courses/content Virtual Classroom Classes/sessions accessible via web browser of built-in video conferencing Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Video Conferencing Connect with meeting participants remotely over video Certification & Licensing Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders 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 Progress Reports Document and report the progress of ongoing projects Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Enrollment Confirmation Confirmation of the enrollment of a student in a course, class, activity, or program Customizable Reports Alter the layout and content of reports 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 Gradebook Track student's scores and grades on course materials Corporate/Business Software specialized for corporate use Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows 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 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 Single Sign On Allow users to access multiple services after entering their login credentials once Phone Polling Survey or poll in which voice broadcast recipients can communicate responses via the phone Online Polling Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page Support Audio/Images/Video Allow media to be embedded in the question or answer options Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Data Visualization Graphical representation of data Survey/Poll Management Create and administer polls and surveys Generative AI Use AI to generate content in the form of text, images, videos, etc. Word Clouds Visual representations of words that give greater prominence to words that appear more frequently Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Fields Customize data fields to support various needs and use cases Template Management Create, save, and re-purpose templates for emails, forms, etc. Email Management Manage, store and organize emails within the system or via third-party apps Interactive Content Allow the audience to interact or engage with the content Q&A Management Allow users to collaborate and ask questions regarding folders and/or documents within the system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Activity Tracking Track and document all activities across devices, networks, and other systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service API Application programming interface that allows for integration with other systems/databases Data Cleansing Removes data that is incomplete, inaccurate, or irrelevant from a dataset Email Marketing Create and send email blasts/campaigns Data Security Protect sensitive data for digital privacy Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations URL Customization Modifying a website's URL to enhance readability, branding, or campaign alignment Question Piping Integration of respondents' answers from previous survey questions into subsequent questions or text Offline Response Collection Practice of collecting data and responses for market research/surveys without an internet connection Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities NPS Survey Structure Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Import/Export Import and export data to and from software applications Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) Customer Segmentation Process of dividing customers into groups based on common characteristics Response Quotas Limit the number of participants with certain characteristics you want to complete the survey Multi-Language Manage and support multiple languages Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Email Reminders Reminders sent via email Gamification Games or game-like elements to track progress and reward accomplishments Randomization Randomize the displayed order of questions and answer options Internal Meetings For use in meetings within the company AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Analytics Tools for the systematic analysis of various types of data or statistics Customizable Forms Customize contracts and forms to collect specific information Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Customizable Branding Add customized logos and colors to align with company branding Workflow Management Create, design and manage workflows for repetitive tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Storage Store and organize documents in a centralized system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Benefits Management Record employee's benefit plans and selections throughout career progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compensation Plan Modeling Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Email Templates Pre-made examples and templates for emails Employee Profiles Centralized storage for employee data, records, and performance metrics Attendance Tracking Track the attendance of specific individuals or groups Real-Time Analytics Analyze and gain insights into data in real-time Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Real-Time Reporting Active reporting of data and metrics Turnover Tracking Document Management Store, manage, and track all electronic documents in a centralized location Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Employee Management Track employee schedules, availability, and performance across projects and tasks Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Employee Self Service Gateway through which employees can access the system Employee Portal Online portal where employees can access and track their own information Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Visualization Graphical representation of data Performance Appraisal Evaluation process that provides feedback on an employee's job performance Task Management Create, manage and track all task activities and progression Ad hoc Reporting Generate one-off reports that meet information requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Secure Data Storage Securely stores data to prevent data loss or breaches Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization API Application programming interface that allows for integration with other systems/databases HR Metrics Library Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Succession Planning Planning, tracking and developing internal talent for future key position filling Predictive Modeling Analyzing historical and current data and generating a model to help predict future outcomes. Customizable Reports Alter the layout and content of reports Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Training Management Track employee/learner's progression through training programs Survey/Poll Management Create and administer polls and surveys Leave Tracking Manage and track employee attendance Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integrations Set up connections to third-party platforms to improve business processes HR Management Automates core HR functions such as talent management, employee evaluation and learning management Timesheet Management Track the amount of time spent on a job or task Leave Tracking Manage and track employee attendance Team Calendars Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Absence Management Manage and track employee attendance Time Off Requests Tools that allow employees to request/schedule time off Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Approval Workflow Route documents and other data through one or more stakeholders for review and approval Time Off Management Track and manage employee time-off, vacation, and sick leave requests Customizable Reports Alter the layout and content of reports Leave Policy Management Create and manage leave policies including multiple policies per department, branch, shift, region, etc. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Multi-Language Manage and support multiple languages Data Import/Export Import and export data to and from software applications Data Capture and Transfer Import, collect, and capture data from multiple sources Categorization/Grouping Organize and group data or items based on various criteria Risk Analysis Analyze potential risks across the organization Chat/Messaging Communicate using direct chat or messages within the system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Web Forms Web form that allows users to enter data that is sent and processed for different reasons Multimedia Support Supports various file formats Single Sign On Allow users to access multiple services after entering their login credentials once Customizable Forms Customize contracts and forms to collect specific information Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Alerts/Escalation System alerts about the need to escalate an issue or request Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations API Application programming interface that allows for integration with other systems/databases Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Mobile Access Access software remotely via mobile devices Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Audit Trail A record of all activities within the system, including user access, changes made, etc. Risk Assessment Initiate collection and analysis of known risks Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data FDA Compliance Track and ensure quality of products in accordance with food and drug administration (FDA) act Customizable Branding Add customized logos and colors to align with company branding Surveys & Feedback Gauge satisfaction and receive information for improvement and success Third-Party Integrations Set up connections to third-party platforms to improve business processes Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Configurable Workflow Configure existing workflows to meet your organization's needs Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Sarbanes-Oxley Compliance Regulations on a company's internal process when dealing with financial reporting Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Real-Time Monitoring Active monitoring of systems, applications, or networks Access Controls/Permissions Define levels of authorization for access to specific files or systems Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Reports Alter the layout and content of reports Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Mobile Access Access software remotely via mobile devices Live Chat Ability to chat online in real time User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Private Chat Send messages to selected individual(s) from the entire audience Virtual Backgrounds Upload or use pre-set virtual backgrounds during video meetings Minutes Management Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Recording Record live video calls to play later Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Video Conferencing Connect with meeting participants remotely over video Access Controls/Permissions Define levels of authorization for access to specific files or systems Host Controls Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. Attendee Management Process of managing, tracking, and communicating with individuals who are registered to attend an event Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Breakout Rooms Sub-room created within virtual meeting/class Video Layouts/Views Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar) Action Item Tracking Track the status of discussed/agreed tasks Customizable Branding Add customized logos and colors to align with company branding Annotations Highlight content and/or make notations about parts of content HD Audio/Video High-definition audio and/or video capabilities Reminders Timed notification for any upcoming task, deadline, appointment, or activity 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 Single Sign On Allow users to access multiple services after entering their login credentials once Meeting Preparation Tools Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing Notes Management Allow users to create, edit, and sort multiple notes Surveys & Feedback Gauge satisfaction and receive information for improvement and success Agenda Management Access event or meeting agenda online Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Calendar Sync Synchronize with other calendars to view mutual availability and schedules Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reminders Timed notification for any upcoming task, deadline, appointment, or activity Real-Time Reporting Active reporting of data and metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 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 Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Task Progress Tracking Track the status and progress of tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Prioritization Arrange tasks based on the level of priority or urgency Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Planning Organize and schedule projects Data Visualization Graphical representation of data Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria API Application programming interface that allows for integration with other systems/databases Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Task Management Create, manage and track all task activities and progression Real-Time Updates Receive system updates as soon as any changes are made Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Progress Reports Document and report the progress of ongoing projects Single Sign On Allow users to access multiple services after entering their login credentials once Goal Management Allows employees to set and manage work or career related goals Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Dashboard Alter the layout and content of dashboards Real-Time Data Receive data and information in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks Configurable Workflow Configure existing workflows to meet your organization's needs Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Commenting/Notes Leave comments and notes on documents for others to view KPI Monitoring Tracking the status of previously identified performance measurements Employee Management Track employee schedules, availability, and performance across projects and tasks Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ## Top-Rated Alternatives [ ![Personio](https://images.g2crowd.com/uploads/product/hd_favicon/e56079010b324289bc15f99e00951f64/personio.svg "Personio") Personio 4.4/5(903) ](https://www.g2.com/products/personio/reviews) [ ![HiBob HRIS](https://images.g2crowd.com/uploads/product/hd_favicon/747d84973dfb2a08f476b0676c949d65/hibob-hris.svg "HiBob HRIS") HiBob HRIS 4.5/5(2,632) ](https://www.g2.com/products/hibob-hris/reviews) [ ![PerformYard Performance Management](https://images.g2crowd.com/uploads/product/hd_favicon/6ba0205dc9c7d2dbfc0e3b84185f2ced/performyard-performance-management.svg "PerformYard Performance Management") PerformYard Performance 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