Oracle PeopleSoft Features

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.

Manages position descriptions and pay grades/structures for each role

Helps protect risk areas by ensuring compliance standards are met through tracking and reporting

Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options

Allows employees to set and manage work or career related goals

Record employee's benefit plans and selections throughout career progression

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

Track and manage schedules and meetings via an integrated calendar

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

Track and manage employee time-off, vacation, and sick leave requests

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

Track employee/learner's progression through training programs

Track the amount of time spent on a job or task

Integrate with Talent Managment software to better track learners progress and training sessions

Tracking, calculating, and paying commissions and earnings to employees

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

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.

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

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

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

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

Access software remotely via mobile devices

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

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

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

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

Access software remotely via mobile devices

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

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

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

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

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

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

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

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

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

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

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

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

Access software remotely via mobile devices

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

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

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

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

Access software remotely via mobile devices

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

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

Creation, administration, and evaluation of assessments or tests

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

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

Access software remotely via mobile devices

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

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

Create, design and manage workflows for repetitive tasks

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

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

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

Manage advertising space and its sales within your network or publication

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

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

Manage and track all job information and associated tasks

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

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

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

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

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

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

Catalog, manage, and develop employee skill sets

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

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

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

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

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

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

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

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

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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

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

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

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

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.

Allows administrator to easily add employees and grow payroll process as their company grows.

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

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

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

Track the amount of time spent on a job or task

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

Record employee's benefit plans and selections throughout career progression

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

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

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

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Organizing a group of people to accomplish a task

Create, manage, and track policies and procedures within an organization

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Manage attendance for classes, shifts, meetings, or events

Determine what amounts employees should contribute towards their benefits from each paycheck

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

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

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

Upload, track, and submit receipts in a central database

Track and manage employee time-off, vacation, and sick leave requests

Create, design and manage workflows for repetitive tasks

Plan, pay and track business related expenses.

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

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

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.

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

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Access software remotely via mobile devices

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Measure and track time including hours worked and paid time off (PTO)

Track the status over time for a request, process, asset, or transaction

Track actual spending to ensure it's in line with the planned budget

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Create and revise an unlimited number of budget, plan and forecast scenarios.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Generate reports to assess the financial performance of an organization

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

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

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

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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

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

Integrate with a third-party accounting system

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

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.

Enables administrator to import hours from time tracking systems.

Provides standard integration with third party accounting software.

Provides standard integration with third party core HR software.

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

Track 401(k) participant contributions and employer match

Monitor and record expenses such as purchases or charges incurred

Request, track, and manage time off requests and vacation time

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

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

Ability to integrate with multiple HR and HCM software solutions.

Provides integration with accounting and ERP software.

Integration with other corporate software solutions such as travel and expense.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

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

Analyze survey results via statistical testing or crosstabs directly within the software

Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.

Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.

Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.

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

Allows administrator to enter payroll for all employees based on salary or total hours worked.

Calculation and tracking of sick and vacation days.

Automatically deposits paychecks into employees' bank accounts.

Allows administrator to reimburse employees for business-related purchases.

Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.

Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.

Allows administrators to print valid paychecks and W-2 forms.

Sends printed checks to administrator to distribute to employees.

Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Files payroll tax forms automatically for federal, state, and local taxes.

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.

Predict the number and types of employees necessary to meet anticipated demand to control labor costs.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.

Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.

Identify high performing employees with potential to be promoted with minimal development.

Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.

Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.

Managers and employees can create or claim available work shifts and receive notifications on their mobile device.

Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.

Create budgets based on historical data and future projections

Automatically create schedules based on business needs or employee availability and qualifications

Assign working shifts or tasks to employees based on their availability

Track and manage employee time-off, vacation, and sick leave requests

Create, design and manage workflows for repetitive tasks

Track the amount of time spent on a job or task

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

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

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

Manage attendance for classes, shifts, meetings, or events

Track and manage schedules and meetings via an integrated calendar

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

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

Track and report regulatory data to either internal management or external stakeholders

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

Track and manage sick leave time

Request, track, and manage time off requests and vacation time

Track employee skills, competencies, training & qualifications

Utilize third party services to cover unforeseen labor needs

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

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

Track the amount of time spent on a job or task

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

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

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

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

Determine what amounts employees should contribute towards their benefits from each paycheck

Track employee/learner's progression through training programs

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

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

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

Create, design and manage workflows for repetitive tasks

Manage attendance for classes, shifts, meetings, or events

Set up and manage retirement benefits for your employees

System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers

Select benefits and provide information needed to participate in a benefit via an online portal

Online portal where employees can access and track their own information

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.

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

Is accessible from a mobile device and by users on the go.

Ability to process payroll in multiple countries, languages, and currencies.

Consolidate and map payroll data from various sources in various formats.

Include tools and best practices for payroll data accuracy checks and controls.

Define and implement payroll processing logic for earning, deductions, bonuses, and other types of revenue.

Offer standard processes and workflows across countries to reduce the risk of noncompliance.

Provide documents and templates for country-specific payroll compliance.

Deliver templates and workflows to create and enforce internal policies for global payroll.

Define local and global benchmarks to assess the competitiveness of compensation strategies.

Analyse payroll costs across multiple countries and business entities, or by employee role.

Dashboards can be used to manage payroll for a global or local workforce.

Measure and track time including hours worked and paid time off (PTO)

Request, track, and manage time off requests and vacation time

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

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Automate processes to manage leads, contacts, opportunities and sales activities

Automate workflows and trigger campaigns based on customer actions

Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company.

Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Create the optimal mix of portfolios to achieve operational and financial goals.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Maintain information on warranties for the products delivered and for their components

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

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

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Track and manage employee time-off, vacation, and sick leave requests

Track employee/learner's progression through training programs

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

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage the planning and execution of supply chain activities

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

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

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

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

Manage and track operations and inventory within warehouses

Helps users manage the maintenance of assets; offers reporting to identify areas for improvement

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Plan and coordinate all the resources, costs and time needed to execute assignments

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Images can be displayed of options to enable users to visualize product options as it is being configured

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

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Facilitates 360-degree feedback between managers, employees, and peers.

Provides customizable employee review forms and questions.

Follow the progression of a task associated with performance reviews

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Establish measurable goals and objectives and track their progress over a specific period of time

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Allows employees or managers to request feedback from other employees.

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Gauge satisfaction and receive information for improvement and success

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Alter the layout and content of reports

Receive data and information in real time

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

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

Calculation of consumption tax imposed on the sale of goods/services

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

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

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

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Receive data and information in real time

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Accept and process credit card transactions

Bring together financial information by collecting data from multiple ledgers and close financial processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

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

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track and manage inventory levels to maintain proper supply

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

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

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

Track and report regulatory data to either internal management or external stakeholders

Allow users to create, edit, and sort multiple notes

Manages talent pool to ensure key indivduals are being prepared for key roles.

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Manage and support multiple locations

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

Track money owed to a company's creditors/suppliers

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

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

A financial statement that lists a company's accounts and details the account type and balance

Manage and track financials on a project-to-project basis

Convert data into a code for security

Track outstanding invoices and the money owed from clients

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Create, manage, and send invoices or bills to customers

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

Change one currency to another based on real-time rates/values

Pre-designed layouts that can be customized to match preferences and requirements

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimate expected cost based on various factors before a project begins

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

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

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

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

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

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Access work applications remotely, for when working away from the office and/or traveling

Calculates a company's working capital which is the amount of money a company has available to run its business

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

Manage the accounting and financial aspects of multiple locations or companies in a single location

Designed for small businesses

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

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

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

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage, and send invoices or bills to customers

Accept and process customer payments for products or services using hardware and software

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

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

Add customized logos and colors to align with company branding

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

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

Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)

Manage and support multiple locations

Material list of manufacturing parts and associated costs

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

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Technological processes and strategies used for collecting, managing, and analyzing organizational data

Collect data and compile reports to stay in compliance with Affordable Care Act requirements

Active reporting of data and metrics

Request, track, and manage time off requests and vacation time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track employee attendance

Manage mandated benefit continuation for employees who no longer work for the company for a limited time period

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

Import and export data to and from software applications

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

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools that allow employees to request/schedule time off

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Configure existing workflows to meet your organization's needs

Track and manage sick leave time

Set up and manage life insurance benefits for your employees

Set up and manage health insurance benefits for employees

Delegate benefits administration to third party vendors

Set up and manage short and/or long term disability insurance benefits

Track the attendance of specific individuals or groups

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Alter the layout and content of reports

Track employee time off under the family and medical leave act (FMLA)

Store and organize documents in a centralized system

Process of familiarizing new employees with the company, their position, and responsibilities

Set up and manage health savings and flexible spending accounts for your employees

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

Timed notification for any upcoming task, deadline, appointment, or activity

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track and manage employee's work hours to improve payroll accuracy

Predict future data based on historical data sets

Facilitate training materials that help employees grow and progress in their positions

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools to improve and measure employee satisfaction and involvement

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

Track and manage sick leave time

Add customized logos and colors to align with company branding

Access the system via a mobile application

Define levels of authorization for access to specific files or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Alter the layout and content of reports

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Pre-designed layouts that can be customized to match preferences and requirements

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

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

Planning, tracking and developing internal talent for future key position filling

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Gauge satisfaction and receive information for improvement and success

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Timed notification for any upcoming task, deadline, appointment, or activity

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track and manage employee's work hours to improve payroll accuracy

Predict future data based on historical data sets

Facilitate training materials that help employees grow and progress in their positions

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools to improve and measure employee satisfaction and involvement

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

Track and manage sick leave time

Add customized logos and colors to align with company branding

Access the system via a mobile application

Define levels of authorization for access to specific files or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Alter the layout and content of reports

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Pre-designed layouts that can be customized to match preferences and requirements

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

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

Planning, tracking and developing internal talent for future key position filling

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Gauge satisfaction and receive information for improvement and success

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Centralized storage for employee data, records, and performance metrics

Software that is accessible through the cloud with an active internet connection

Tools that allow employees to request/schedule time off

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

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

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

Timed notification for any upcoming task, deadline, appointment, or activity

Digitally deposit correct payroll amounts into individual employee's bank accounts

Manage the process of evaluating documents or requests submitted for approval

Pay employees in multiple states with correct tax deduction amounts in each

Define levels of authorization for access to specific files or systems

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

Delegate payroll processing to third party vendors

Centralized storage for employee data, records, and performance metrics

Electronic storage of staff/employee contact information and job status in a centralized repository

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

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

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Declaration of income made to tax authorities

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

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

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

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

Alter the layout and content of reports

Track and manage schedules and meetings via an integrated calendar

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

Record employee's benefit plans and selections throughout career progression

Print paychecks issued to confirm payment of wages or salary

Import and export data to and from software applications

Automatically subtract garnishments from wages

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

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

Timed notification for any upcoming task, deadline, appointment, or activity

Centralized storage for employee data, records, and performance metrics

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

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

Automatically create and distribute W-2/1099 tax forms to employees.

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Electronic storage of staff/employee contact information and job status in a centralized repository

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

Gateway through which employees can access the system

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

Import and export data to and from software applications

Pay employees in multiple states with correct tax deduction amounts in each

Manage the process of evaluating documents or requests submitted for approval

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Define levels of authorization for access to specific files or systems

Measure and track time including hours worked and paid time off (PTO)

Alter the layout and content of reports

SaaS, web-based, online deployment

Delegate payroll processing to third party vendors

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Manage and handle various international currencies

Software specialized for corporate use

AI-based platform which conducts a conversation via auditory or textual methods

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Automatic update of information / software

Track and manage employee's work hours to improve payroll accuracy

Software program that continuously adjusts its behavior based on observed data

Process of familiarizing new employees with the company, their position, and responsibilities

Software's ability to perform similar action on multiple similar files simultaneously

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Manage and support multiple locations

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

Designed for small businesses

Streamlining repetitive tasks and activities through automated and predefined workflows

Active reporting of data and metrics

Managing and trading shift details between employees

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

Notifications that are delivered to users as soon as an event occurs

Timed notification for any upcoming task, deadline, appointment, or activity

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

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools that allow employees to request/schedule time off

Manage the process of evaluating documents or requests submitted for approval

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

Process of familiarizing new employees with the company, their position, and responsibilities

Store and organize documents in a centralized system

Receive data and information in real time

Import and export data to and from software applications

Track and manage employee's work hours to improve payroll accuracy

Assemble applications and processes by dragging over and arranging pre-built components

Track employees' arrival and departure timings for payroll purposes

Alter the layout and content of reports

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

Online portal where employees can access and track their own information

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

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

Pre-designed layouts that can be customized to match preferences and requirements

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

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

Centralized storage for employee data, records, and performance metrics

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

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

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

Assess skills, outcomes and results using preset metrics and averages

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

Peer/teammate feedback and review on individual's performance

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

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

Evaluation process that provides feedback on an employee's job performance

Document completed by employee to assist with career and personal development to reach short term and long term goals

An individual's evaluation of his or her own strengths, weaknesses, and skills

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Create, fill out, and send performance reviews to individual employees

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

Create, design and manage workflows for repetitive tasks

Track employee/learner's progression through training programs

Electronic storage of staff/employee contact information and job status in a centralized repository

Manage the process of evaluating documents or requests submitted for approval

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Catalog, manage, and develop employee skill sets

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

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of enhancing skills & experiences for continuous professional growth & advancement

Add customized logos and colors to align with company branding

Timed notification for any upcoming task, deadline, appointment, or activity

Tools to improve and measure employee satisfaction and involvement

Facilitate training materials that help employees grow and progress in their positions

Streamlining repetitive tasks and activities through automated and predefined workflows