Oyster Features
Platform (114)
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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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Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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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Scalability
Allows administrator to easily add employees and grow payroll process as their company grows.
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Timesheet Management
Track the amount of time spent on a job or task
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Benefits Management
Record employee's benefit plans and selections throughout career progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Team Management
Organizing a group of people to accomplish a task
Policy Management
Create, manage, and track policies and procedures within an organization
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Deduction Management
Determine what amounts employees should contribute towards their benefits from each paycheck
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Receipt Management
Upload, track, and submit receipts in a central database
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Expense Management
Plan, pay and track business related expenses.
Tools
Tools that manage time tracking, payroll, benefits, and compliance.
Management
Optimize employee life cycle management from onboarding to retirement.
Access
Access to a comprehensive range of services across HR, talent, benefits, and compliance.
Mobile Access
Access software remotely via mobile devices
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Expense Management
Plan, pay and track business related expenses.
Certification Management
Track and ensure employees obtain necessary skill sets/certifications
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Attendance Management
Manage attendance for classes, shifts, meetings, or events
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
Benefits Management
Record employee's benefit plans and selections throughout career progression
Workforce Management
A set of processes to optimize the productivity of its employees
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Client Management
Manage contact details and communication with clients
Employee Self Service (4)
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Web Portal
Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
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Benefits Manager
Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
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Mobile
Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Administration (7)
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Payroll Entry
Allows administrator to enter payroll for all employees based on salary or total hours worked.
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Time Off Accrual
Calculation and tracking of sick and vacation days.
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Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
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Expense Reimbursement
Allows administrator to reimburse employees for business-related purchases.
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Pre-tax Deductions
Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
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Approvals
Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
Split Deposits
Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.
Taxes (3)
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Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
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Tax Filing
Files payroll tax forms automatically for federal, state, and local taxes.
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Automatic Tax Payment
Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Integration (13)
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API / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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Time Tracking Integration
Enables administrator to import hours from time tracking systems.
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Accounting Integration
Provides standard integration with third party accounting software.
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Core HR Integration
Provides standard integration with third party core HR software.
API
Application programming interface that allows for integration with other systems/databases
401(k) Tracking
Track 401(k) participant contributions and employer match
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Third-Party Integration
Addition of necessary external data, applications, tools, or features
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HR/HCM
Ability to integrate with multiple HR and HCM software solutions.
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Finance
Provides integration with accounting and ERP software.
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Other
Integration with other corporate software solutions such as travel and expense.
Platform Content (8)
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Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
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E-Forms
Provides electronic forms for employees to complete.
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E-Signature
Enables new hires to sign forms electronically.
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Background Checks
Enables the employer to perform background checks.
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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
Contracts
Creates new or templated contracts for freelance and extended workforce.
Platform Additional Functionality (8)
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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.
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Onboarding
Onboard workers via online, classroom, or external training.
Subcontractor Monitoring
Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
Portal
Contains a portal to facilitate third-party or client application access.
Platform Data (3)
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Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
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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.
Compliance (6)
Compliance Support
Compliance support for employer liability, HR best practices, legal and workplace risks and liabilities.
Safety Program
Safety program that follows OSHA regulations, limits regulatory penalties, and includes a dedicated safety representative.
Certified Assistance
Provides IRS-certified withholding, reporting, and payment of federal employment tax obligations as well as determining federal tax credits.
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Governance
Offer standard processes and workflows across countries to reduce the risk of noncompliance.
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Country-Specific
Provide documents and templates for country-specific payroll compliance.
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Internal Policies
Deliver templates and workflows to create and enforce internal policies for global payroll.
Support (7)
Scale
Scale PEO services to match every business's needs.
Specialist Guidance
Specialists provide guidance to help businesses evaluate all PEO service options.
Consulting
HR consulting provides additional support and guidance around best practices when dealing with leaves of absence, terminating employees, corporate wellness, and managing overtime.
Invoicing
Detailed invoicing itemizes all costs and services.
Implementation
Implementation services to help set up account, import data, and learn how to use associated platform.
Support
Administrator and employee access to help and support resources.
Assistance
Access to HR and payroll advice, support, and educational assistance.
Processing (4)
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Multi Country
Ability to process payroll in multiple countries, languages, and currencies.
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Data Consolidation
Consolidate and map payroll data from various sources in various formats.
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Data Quality
Include tools and best practices for payroll data accuracy checks and controls.
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Rules
Define and implement payroll processing logic for earning, deductions, bonuses, and other types of revenue.
Reporting (6)
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Benchmarking
Define local and global benchmarks to assess the competitiveness of compensation strategies.
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Cost Tracking
Analyse payroll costs across multiple countries and business entities, or by employee role.
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Dashboards
Dashboards can be used to manage payroll for a global or local workforce.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Platform Basics (8)
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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.
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Portal
Contains a portal to facilitate third-party or client application access.
Payment
Contains built-in payment processing capabilities or integrates with payment processing software
Project Management
Manages budgets and deadlines.
Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Performs and secures payments efficiently on both the user and the consumer ends
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Portal
Contains a portal to facilitate contractor access to payments
Platform Performance (1)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
Platform Functionality (22)
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Document management
Manages necessary docuements for ease of visibiltiy and access.
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Task Management
Create, manage and track all task activities and progression
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Proposal Management
Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Job Management
Manage and track all job information and associated tasks
Timesheet Management
Track the amount of time spent on a job or task
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Recruiting and Onboarding (2)
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Interview Scheduling
Coordinates interview scheduling via email, phone, or text
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Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Platform Administration (3)
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Integrations
Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.
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Compliance
Maintains compliance with payroll regulations.
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Reporting
Provides analytics tools that reveal payment metrics of contractors over time
Platform Payment Content (2)
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Document management
Manages necessary information of contractors for ease of visibiltiy and access.
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Invoicing Tool
Generates invoices from HR departments for managing freelance, contract, and extended workforce.
Intermediate GEP features (2)
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International Hiring Support
Users can hire international contractors from the platform.
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Pre-built Integrations
Has built-in integrations or interoperability with other HR software.
Other GEP Features (3)
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Compliance Managenent
Assists with compliance management.
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Hiring Support
Useful as a core HR/HRIS product in addition to talent acquisition.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Compatability (3)
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HCM and HRMS
Integrates with HR suites such as an HRIS, HCM, or HRMS.
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Entrepreneur
Scalable to handle small and larger volumes of workers for eterprise and startup applications.
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Immigration and Relocation
Manages immigration or relocation process.
Benefits (2)
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Branded Shopping
Provides marketplace with rewards, deals, or other incentives on shopping/merchandize for employees as a perk.
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Other Benefits
Handles reitrement, insurance, workers comp, and other benefits for employees.
Generative AI (4)
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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.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Expanded Functionality - Employer of Record (EOR) (18)
M&A
Supports hiring and employment transitions during mergers, acquisitions, or entity changes.
Enterprise Consulting
Provides expertise or HR consulting for complex employment scenarios beyond standard hiring needs.
Contractor Management
Supports both employee and contractor management across global markets.
Permit Management
Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Immigration Management
Oversee procedures for cross-border movement
Global Sourcing Management
Procure goods, materials, or services from international suppliers
Contract/License Management
Track, store, and access client contracts or licenses
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
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
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
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
Expense Management
Plan, pay and track business related expenses.
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Immigration Management
Oversee procedures for cross-border movement
Core Functionality - Employer of Record (EOR) (2)
Compliance
Maintains compliance with local labor laws, tax regulations, and other employment across countries.
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
AI Capabilities - Employer of Record (EOR) (2)
AI Automation
Uses automation or AI to streamline compliance guidance and employment workflows.
AI Agent
Comes with an agentic agent capable of handling EOR activities with little human-in-the-loop intervention necessary.
Additional Functionality (163)
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Document Management
Store, manage, and track all electronic documents in a centralized location
API
Application programming interface that allows for integration with other systems/databases
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Direct Deposit
Digitally deposit correct payroll amounts into individual employee's bank accounts
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Multi-State
Pay employees in multiple states with correct tax deduction amounts in each
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Payroll Outsourcing
Delegate payroll processing to third party vendors
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Tax Forms
Declaration of income made to tax authorities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
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
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Benefits Management
Record employee's benefit plans and selections throughout career progression
Check Printing
Print paychecks issued to confirm payment of wages or salary
Data Import/Export
Import and export data to and from software applications
Wage Garnishment
Automatically subtract garnishments from wages
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
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 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 Connectors
Connect to big data sources
For PEO/ASO
Designed for professional employer organizations or administrative services organizations.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
API
Application programming interface that allows for integration with other systems/databases
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Employee Portal
Online portal where employees can access and track their own information
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Data Connectors
Connect to big data sources
For PEO/ASO
Designed for professional employer organizations or administrative services organizations.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
API
Application programming interface that allows for integration with other systems/databases
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Employee Portal
Online portal where employees can access and track their own information
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
W-2 Preparation
Automatically create and distribute W-2/1099 tax forms to employees.
Multi-Country
Pay employees in multiple countries using correct currencies and correct tax deduction amounts
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Self Service
Gateway through which employees can access the system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Multi-State
Pay employees in multiple states with correct tax deduction amounts in each
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Web-based Deployment
SaaS, web-based, online deployment
Payroll Outsourcing
Delegate payroll processing to third party vendors
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Multi-Currency
Manage and handle various international currencies
Corporate/Business
Software specialized for corporate use
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
1099 Preparation
Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)
Auto Update
Automatic update of information / software
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Accountants
Software specialized for accountants and accounting firms
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
Multi-Location
Manage and support multiple locations
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
For Small Businesses
Designed for small businesses
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Estimating
Estimate expected cost based on various factors before a project begins
Budgeting/Forecasting
Create budgets based on historical data and future projections
Team Collaboration
Allow multiple team members to edit and work on the same document
Scheduling
Plan availability and assign specific time slots for tasks and resources
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Electronic Signature
Digitally sign online documents
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Task Scheduling
Track and manage the scheduling of tasks
Multiple Projects
Ability to handle several projects simultaneously
Contractor Database
Easily track all contractor information in one centralised location
Qualification Tracking
Track certifications, qualifications, and licenses for employees, contractors, etc.
Project Tracking
Monitor the progress of projects from start to finish
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Mobile App
Access the system via a mobile application
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Equipment Tracking
Track the location of specific equipment at all times
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Forms
Customize contracts and forms to collect specific information
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Cost Estimating
Forecast the cost and resources required to complete a project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Import/Export
Import and export data to and from software applications
Multi-Currency
Manage and handle various international currencies
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Country
Pay employees in multiple countries using correct currencies and correct tax deduction amounts
Platform Basics - Contractor Payments (1)
AI Agent
Comes with an agentic agent capable of handling contractor payment activities with little human-in-the-loop intervention necessary.
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