Leapsome Features
Core HR (21)
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Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
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Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
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Salary Structures
Manages position descriptions and pay grades/structures for each role
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Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
Goal Management
Allows employees to set and manage work or career related goals
Benefits Management
Record employee's benefit plans and selections throughout career progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
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
Platform (79)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Access pre-built and custom reports and dashboards.
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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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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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
Time Tracking (3)
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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
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
Mobile Time Tracking (15)
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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.
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
Platform Content (9)
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E-Signature
Enables new hires to sign forms electronically.
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Offer Letter Approvals
Provides user with offer letter templates.
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Offer Letter Templates
Enables all stakeholders to approve offer letters.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform Additional Functionality (14)
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Self-Service Portal
Enables employees to login and view their onboarding process.
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Automated Team Introductions
Introduces new hires to employees based on org chart.
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Compliance Training
Provides training on relevant compliance issues.
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Automated Onboarding Workflows
Provides workflows which track new hire progress.
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Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
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.
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
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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
Platform Data (21)
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Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
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Visualization
Contains tools to visalize data sets or workflows.
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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.
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Platform Search
Find important content or files using keywords, metadata, tags, etc.
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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
Course Authoring (3)
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Course Builder
Enables user to create courses.
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Role-Based Templates
Provides templates for course creation based on industry or role.
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Assessments & Quizzes
Designs and administrates tests and quizzes.
Course Delivery (10)
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Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
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Communication & Notifications
Provides functionality to communicate and send notifications to users.
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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)
Course Management (4)
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Varied User Types
Limits user access to certain functionality and courses.
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Certifications
Provides custom certifications to distribute after course completion.
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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
Interface (1)
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Multilingual
Provides multiple language choices.
Pre-Meeting Tools (3)
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Templates
Provides templates for various meeting types.
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Scheduling
Schedules and coordinates meetings between participants.
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Agenda
Creates agendas for meetings to follow.
Meeting Tools (5)
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Notes
Allows participants to record notes on meeting proceedings.
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Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
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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
Post-Meeting Tools (5)
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Task Delegation
Delegates tasks based on agreed upon action points.
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Participant Email
Emails meeting participants with follow up questions, minutes, etc.
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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
Automation (1)
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Process Automation
Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.
Logistics (7)
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Dashboards & Reporting
Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.
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Data Collection
Labor data collection options include web, mobile, and hardware.
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Lanuguage Options
Provide multiple language options for a global user base.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Real-Time Reporting
Active reporting of data and metrics
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Management (16)
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Schedule Management
Tools that manage vacation, holidays, absences, breaks, and overtime.
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Employee Leave Management
Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.
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User Access
Grant access to select features and data based on the users' role, both internally and externally.
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User Role Access
Provides employees self service access and managers a centralized view.
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Employee Information
Ability to manage employee information.
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Employee Information Automation
Automate employee promotions and position changes and company policy changes.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Mobile Access
Access software remotely via mobile devices
Monitoring (2)
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Integration
Provide integrations with payroll software.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform Basics (14)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
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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.
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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
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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.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Functionality (2)
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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.
Training & eLearning (18)
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Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
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Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
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Content Creation
Creates training materials for instructor- and self-led courses.
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Customer Training
Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
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Manager Portals
Allows managers to see progress of team members.
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Content Storage and Management
Provides functionality to store, organize, and search all training content.
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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
Recruiting and Onboarding (1)
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Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Communication (4)
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360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
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Confidence Levels
Allows users to rate their confidence level concerning goal completion.
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Messaging Integrations
Integrates with outside business instant messaging tools.
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Onboarding
Provides built-in onboarding tools for new user adoption.
Goal Creation (5)
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Team OKR
Allows users to make team-wide OKRs.
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Individual OKR
Allows users to make OKRs for individual team members.
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Mind Mapping
Allows users to arrange tasks and goals in a mind map.
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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
Platform Content (4)
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Employee Tracking
Tracks employees’ progress, skills, and experience to develop and retain internal talent
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Employee Development
Provides employee development, self-assessments, manager support, internal talent discovery, mobility management, and more.
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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
Platform Additional Functionality (20)
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Dashboard
Has a centralized dashboard for users to interact with.
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Mobility
Is accessible from a mobile device and by users on the go.
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Messaging
Contains in-application messaging abilities.
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Task Management
Provides task prioritization and management abilities.
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Payment
Contains built-in payment processing capabilities or integrates with payment processing software.
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Portal
Contains a portal to facilitate third-party or client application access.
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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
Performance reviews (5)
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360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
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Customizable Forms
Provides customizable employee review forms and questions.
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Review Cycle Tracking
Follow the progression of a task associated with performance reviews
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Goals (2)
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Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
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Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (6)
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Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
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Requesting Feedback
Allows employees or managers to request feedback from other employees.
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1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
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Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Data (4)
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Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
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Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Survey Management (7)
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Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
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Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
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Templates
Offers pre-built templates for creating surveys with different audiences or use cases
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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
Survey Customization (2)
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Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
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Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (8)
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Reporting & Analytics
Provides tools to visualize and analyze data
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Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
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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
Reports (5)
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Score Cards
Score cards visually track key performance indicators (KPIs)
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Customizability
Reports can be customized based on the intended audience, available data, length, and depth
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Graphs and Charts
The outputs of reports are customizable in using graphs and charts
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Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cleaning (2)
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Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
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Transformation
Change the data format into csv., html, xml, etc.
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.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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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.
Core Features - Employee Experience Software (3)
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Employee Lifecycle Management
Manages the entire employee lifecycle from onboarding to exit surveys, providing actionable insights and customization.
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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.
People Analytics - Employee Experience Software (3)
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Action Plan
Data analysis leads into creating HR initatives and policies with measurable outcomes.
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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
Advanced Features - Employee Experience Software (3)
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Digital Experience Management
Integrates with the IT technologies and workflow to optimize and manage omnichannel digital experiences.
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Benchmarking
Allows access to industry research, benchmarking, and other comparison whether through internal functionality or partnership with third-party.
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Employee Listening
People analytics include features capable of impelmenting an advanced employee listening strategy.
Employee Improvement - Employee Experience Software (4)
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Performance Management
Includes native feedback functionality like OKRs, 360 feedback, continuous improvement, or other performance management tools.
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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
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
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.
Agentic AI - Performance Management (3)
Succession Planning
Manages talent pool to ensure key indivduals are being prepared for key roles.
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Multi-step Planning
Ability to break down and plan multi-step processes
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Corporate Learning Management Systems (3)
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Agentic AI - Onboarding (5)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Survey (4)
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Agentic AI - Meeting Management (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Objectives and Key Results (OKR) (2)
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
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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
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Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.
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.


