[ Paychex Reviews ](https://www.g2.com/products/paychex/reviews) [ Paychex Reviews ](https://www.g2.com/products/paychex/reviews) # Paychex Features ##### ## Core HR (23) Organization Management (This feature was mentioned in 113 Paychex reviews.) Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO (As reported in 107 Paychex reviews.) Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Expense Management (As reported in 52 Paychex reviews.) Contains functionality for employees to submit expenses reports and track reimbursments Salary Structures (77 reviewers of Paychex have provided feedback on this feature.) Manages position descriptions and pay grades/structures for each role Compliance (This feature was mentioned in 116 Paychex reviews.) Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Benefits Administration (Based on 116 Paychex reviews.) Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options Goal Management Allows employees to set and manage work or career related goals Benefits Management Record employee's benefit plans and selections throughout career progression Employee Management Track employee schedules, availability, and performance across projects and tasks Workflow Management Create, design and manage workflows for repetitive tasks HR Management Automates core HR functions such as talent management, employee evaluation and learning management Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Calendar Management Track and manage schedules and meetings via an integrated calendar Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Time Off Management Track and manage employee time-off, vacation, and sick leave requests Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Training Management Track employee/learner's progression through training programs Timesheet Management Track the amount of time spent on a job or task Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Commission Management Tracking, calculating, and paying commissions and earnings to employees Show More ##### ## Platform (128) Customization (Based on 313 Paychex reviews.) Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs (This feature was mentioned in 165 Paychex reviews.) Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. User, Role, and Access Management (This feature was mentioned in 401 Paychex reviews.) Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard (422 reviewers of Paychex have provided feedback on this feature.) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting (Based on 217 Paychex reviews and verified by the G2 Product R&D team.) Access pre-built and custom reports and dashboards. APIs / Integration (Based on 98 Paychex reviews and verified by the G2 Product R&D team.) Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization (This feature was mentioned in 34 Paychex reviews.) Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability (Based on 208 Paychex reviews and verified by the G2 Product R&D team.) Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support (Based on 148 Paychex reviews and verified by the G2 Product R&D team.) Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline (Based on 75 Paychex reviews and verified by the G2 Product R&D team.) Provides users ability to create and access expense reports/timesheets while not connected to internet. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system Payroll Reporting (Based on 882 Paychex reviews and verified by the G2 Product R&D team.) View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more User, Role, and Access Management (Based on 844 Paychex reviews and verified by the G2 Product R&D team.) Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability (Based on 902 Paychex reviews and verified by the G2 Product R&D team.) Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Scalability (Based on 731 Paychex reviews and verified by the G2 Product R&D team.) 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. Embedded AI / Machine Learning (As reported in 13 Paychex reviews.) Offers embedded AI/machine learning Complex Approval Workflow (Based on 24 Paychex reviews and verified by the G2 Product R&D team.) Provides workflow for complex approval structures Generative AI Use AI to generate content in the form of text, images, videos, etc. 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 Show More ##### ## Expense Reports (6) Ease of Creating Expense Reports (Based on 40 Paychex reviews and verified by the G2 Product R&D team.) Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration (Based on 32 Paychex reviews and verified by the G2 Product R&D team.) Can easily pull in receipts from all credit card statements Digital Receipt Management (Based on 26 Paychex reviews and verified by the G2 Product R&D team.) Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. Employee Reimbursement (Based on 37 Paychex reviews and verified by the G2 Product R&D team.) Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system Corporate Card (Based on 19 Paychex reviews and verified by the G2 Product R&D team.) Manage and track credit cards that are distributed to employees to use for authorized business expenses Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Show More ##### ## Travel Management (23) Advanced Integrations (Based on 16 Paychex reviews and verified by the G2 Product R&D team.) Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. Online Booking Book meetings and appointments through a website or digital platform Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Booking Management Create, update, and manage bookings, itineraries, and reservations User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Restriction Management Establish limitations based on certain conditions Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Travel Management Promotions Management Design, communicate, and distribute incentives to perform a specific action Workflow Management Create, design and manage workflows for repetitive tasks Receipt Management Upload, track, and submit receipts in a central database Supplier Management Manage all supplier data and operations Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Policy Management Create, manage, and track policies and procedures within an organization Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Third-Party Integrations Set up connections to third-party platforms to improve business processes Timesheet Management Track the amount of time spent on a job or task Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Time Tracking (5) Ease of Completing Timesheets (As reported in 218 Paychex reviews.) Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task (Based on 131 Paychex reviews.) Users can easily track time based on task or activity and assign to projects Billable Time Rate Management (Based on 94 Paychex reviews.) Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Task Progress Tracking Track the status and progress of tasks Show More ##### ## Client Invoicing (3) Project Accounting / Revenue Recognition (Based on 75 Paychex reviews and verified by the G2 Product R&D team.) Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile (4) Receipt Capture (Based on 25 Paychex reviews and verified by the G2 Product R&D team.) Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Mileage Tracking (Based on 21 Paychex reviews and verified by the G2 Product R&D team.) Allows users to track mileage from mobile device using maps or GPS. Expense Tracking Monitor and record expenses such as purchases or charges incurred Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Mobile Time Tracking (15) Project Time Tracking (This feature was mentioned in 150 Paychex reviews.) Measure time to completion or hours worked for projects Expense Tracking Monitor and record expenses such as purchases or charges incurred Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Tracking Track and document all activities across devices, networks, and other systems Time Tracking by Client Track time worked per client Project Tracking Monitor the progress of projects from start to finish Billable Items Tracking Track the list of items required to be billed/invoiced to clients Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Project Time Tracking Measure time to completion or hours worked for projects Leave Tracking Manage and track employee attendance Budget Tracking Track actual spending to ensure it's in line with the planned budget Online Time Tracking Track employee and task times using internet connection Offline Time Tracking Track employee and task times without internet connection Location Tracking Identify the physical location of an individual, asset, device, etc. Show More ##### ## Administration (27) Business Tool Integration (Based on 134 Paychex reviews and verified by the G2 Product R&D team.) Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow (Based on 136 Paychex reviews and verified by the G2 Product R&D team.) Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders (Based on 140 Paychex reviews and verified by the G2 Product R&D team.) Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management (Based on 130 Paychex reviews and verified by the G2 Product R&D team.) Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management (Based on 198 Paychex reviews and verified by the G2 Product R&D team.) Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Payroll Entry (Based on 899 Paychex reviews and verified by the G2 Product R&D team.) Allows administrator to enter payroll for all employees based on salary or total hours worked. Time Off Accrual (Based on 569 Paychex reviews and verified by the G2 Product R&D team.) Calculation and tracking of sick and vacation days. Direct Deposit (Based on 944 Paychex reviews and verified by the G2 Product R&D team.) Automatically deposits paychecks into employees' bank accounts. Expense Reimbursement (Based on 410 Paychex reviews and verified by the G2 Product R&D team.) Allows administrator to reimburse employees for business-related purchases. Pre-tax Deductions (Based on 787 Paychex reviews and verified by the G2 Product R&D team.) Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. Wage Garnishment (Based on 565 Paychex reviews and verified by the G2 Product R&D team.) Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. Approvals (Based on 457 Paychex reviews and verified by the G2 Product R&D team.) Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. Check/W-2 Printing (Based on 785 Paychex reviews and verified by the G2 Product R&D team.) Allows administrators to print valid paychecks and W-2 forms. Check/W-2 Delivery (Based on 835 Paychex reviews and verified by the G2 Product R&D team.) Sends printed checks to administrator to distribute to employees. Split Deposits Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts. PCI Regulation Compliant (Based on 26 Paychex reviews and verified by the G2 Product R&D team.) Complies with PCI security standards Show More ##### ## Employee Self Service (4) Web Portal (Based on 863 Paychex reviews and verified by the G2 Product R&D team.) Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. Benefits Manager (Based on 550 Paychex reviews and verified by the G2 Product R&D team.) Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. Mobile (Based on 533 Paychex reviews and verified by the G2 Product R&D team.) Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Show More ##### ## Taxes (3) Tax Calculation (Based on 900 Paychex reviews and verified by the G2 Product R&D team.) Calculates taxes due and may include resources or tools for federal and state tax compliance. Tax Filing (Based on 853 Paychex reviews and verified by the G2 Product R&D team.) Files payroll tax forms automatically for federal, state, and local taxes. Automatic Tax Payment (Based on 840 Paychex reviews and verified by the G2 Product R&D team.) Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. Show More ##### ## Integration (10) API / Integration (Based on 270 Paychex reviews and verified by the G2 Product R&D team.) Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Time Tracking Integration (Based on 305 Paychex reviews and verified by the G2 Product R&D team.) Enables administrator to import hours from time tracking systems. Accounting Integration (Based on 307 Paychex reviews and verified by the G2 Product R&D team.) Provides standard integration with third party accounting software. Core HR Integration (Based on 265 Paychex reviews and verified by the G2 Product R&D team.) 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 Show More ##### ## Workforce Management Platform Features (29) Labor Forecasting (As reported in 31 Paychex reviews.) Predict the number and types of employees necessary to meet anticipated demand to control labor costs. Shift Scheduling (Based on 27 Paychex reviews.) Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Time & Attendance Tracking (Based on 68 Paychex reviews.) Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Absence & Leave Management (Based on 67 Paychex reviews.) Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. Skills Management (As reported in 29 Paychex reviews.) Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. Workforce Analytics (41 reviewers of Paychex have provided feedback on this feature.) Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. Self-Service Capabilities (This feature was mentioned in 59 Paychex reviews.) Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times. Mobile Shift Scheduling (This feature was mentioned in 27 Paychex reviews.) Managers and employees can create or claim available work shifts and receive notifications on their mobile device. Team Communication (38 reviewers of Paychex have provided feedback on this feature.) Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. Budgeting/Forecasting Create budgets based on historical data and future projections Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Employee Scheduling Assign working shifts or tasks to employees based on their availability Time Off Management Track and manage employee time-off, vacation, and sick leave requests Workflow Management Create, design and manage workflows for repetitive tasks Timesheet Management Track the amount of time spent on a job or task Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Attendance Management Manage attendance for classes, shifts, meetings, or events Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Activity Tracking Track and document all activities across devices, networks, and other systems Sick Leave Tracking Track and manage sick leave time Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Skills Tracking Track employee skills, competencies, training & qualifications Variable Workforce Utilize third party services to cover unforeseen labor needs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Benefits Administration Platform Features (36) Benefits Record Management (234 reviewers of Paychex have provided feedback on this feature.) Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning (This feature was mentioned in 196 Paychex reviews.) Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration (This feature was mentioned in 113 Paychex reviews.) 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. Document Management (174 reviewers of Paychex have provided feedback on this feature.) Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements (As reported in 189 Paychex reviews.) 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. Self-Service Portal (228 reviewers of Paychex have provided feedback on this feature.) 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. Regulatory Compliance (214 reviewers of Paychex have provided feedback on this feature.) 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). Mobile Benefits Access (This feature was mentioned in 151 Paychex reviews.) Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently 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 Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies HR Management Automates core HR functions such as talent management, employee evaluation and learning management Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Retirement Plan Management Set up and manage retirement benefits for your employees Provider Management System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers Online Benefits Enrollment Select benefits and provide information needed to participate in a benefit via an online portal Employee Portal Online portal where employees can access and track their own information Benefits Record Management (This feature was mentioned in 234 Paychex reviews.) Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning (This feature was mentioned in 196 Paychex reviews.) Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration (As reported in 113 Paychex reviews.) 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. Document Management (This feature was mentioned in 174 Paychex reviews.) Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements (As reported in 189 Paychex reviews.) 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. Self-Service Portal (Based on 228 Paychex reviews.) 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. Regulatory Compliance (214 reviewers of Paychex have provided feedback on this feature.) 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). Benefits Dashboards (As reported in 223 Paychex reviews.) 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. Mobile Benefits Access (Based on 151 Paychex reviews.) Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Integrations / APIs (This feature was mentioned in 101 Paychex reviews.) 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. Internationalization (Based on 19 Paychex reviews.) Enables users to view and transact business with the same content in multiple languages and currencies. Mobility (24 reviewers of Paychex have provided feedback on this feature.) Is accessible from a mobile device and by users on the go. Show More ##### ## Sourcing (7) Candidate Search (As reported in 14 Paychex reviews.) Searches for qualified candidates by integrating with career sites. Career Page Configuration (As reported in 12 Paychex reviews.) Configures branded career page for the users website. Candidate Sourcing Proactive search for potential hires to fill current and future job openings and build talent pipelines Job Posting Posts job listings to job boards. Candidate Sourcing Metrics Reports where applicants are finding job listings. Boolean Search Capability to use a search engine via operators like AND, NOT, and OR Resume Search Search through the software for stored resumes Show More ##### ## Candidate Management - Applicant Tracking System (18) Candidate Evaluations (As reported in 14 Paychex reviews.) Enables users to share feedback on candidates. Applicant Data Management Stores applicant data that can be accessed by multiple people on a team. Hiring Processes Tracking Tracks a candidates spot in the hiring process. Automated Resume Parsing Analyzes resumes and applicant data based on user-selected preferences. Scheduling Integrates with calendars and allows the scheduling of phone screens and interviews. Candidate-Facing Statuses Enables candidates to view their position in the process. Workflow Building Enables the building of custom recruiting workflows. Application Management Track, manage and store the applications of potential future members, customers or candidates Candidate Management Build, track, and maintain relationships with candidates Task Management Create, manage and track all task activities and progression Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Approval Workflow Route documents and other data through one or more stakeholders for review and approval Application Management Track, manage and store the applications of potential future members, customers or candidates Job Management Manage and track all job information and associated tasks Show More ##### ## Platform Content (10) Forms Library (Based on 106 Paychex reviews.) Provides users with a pre-built library of templated forms related to the hiring process. E-Forms (As reported in 114 Paychex reviews.) Provides electronic forms for employees to complete. E-Signature (As reported in 95 Paychex reviews.) Enables new hires to sign forms electronically. Background Checks (47 reviewers of Paychex have provided feedback on this feature.) Enables the employer to perform background checks. Offer Letter Approvals (46 reviewers of Paychex have provided feedback on this feature.) Provides user with offer letter templates. Offer Letter Templates (As reported in 45 Paychex reviews.) Enables all stakeholders to approve offer letters. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Process/Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Content Library Provides users with a pre-built library of useable content. Show More ##### ## Platform Additional Functionality (10) Self-Service Portal (As reported in 129 Paychex reviews.) Enables employees to login and view their onboarding process. Automated Team Introductions (This feature was mentioned in 51 Paychex reviews.) Introduces new hires to employees based on org chart. Compliance Training (As reported in 60 Paychex reviews.) Provides training on relevant compliance issues. Automated Onboarding Workflows (This feature was mentioned in 82 Paychex reviews.) Provides workflows which track new hire progress. Onboarding Notifications (This feature was mentioned in 100 Paychex reviews.) Provides notifications about the onboarding process to both the new hire and manager. Integrations Integrates with business solutions such as HRIS systems and social tools. Mobility Is accessible from a mobile device and by users on the go. Corporate Discounts Corporate discount platforms provide employees with access to discounts on products and services. Employee Engagement Provides employee survey and feedback features. Rewards Provides flexible and easy-to-manage employee reward options. Show More ##### ## Platform Data (12) Time-to-Productivity Reporting (This feature was mentioned in 56 Paychex reviews.) Provides metrics on the time it takes a new hire to reach productivity. Onboarding Process Reporting (Based on 77 Paychex reviews.) Provides holistic Metrics on the onboarding process. Visualization (As reported in 64 Paychex reviews.) Contains tools to visalize data sets or workflows. Reporting Provides analytics tools that reveal important business metrics and track progress. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Platform Search Find important content or files using keywords, metadata, tags, etc. Visualization Contains tools to visalize data sets or workflows Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Platform Search Find important content or files using keywords, metadata, tags, etc. Dashboard Has a centralized dashboard for users to interact with Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Analytics Analytics tools reveal important business metrics. Show More ##### ## Course Authoring (4) Course Builder Enables user to create courses. Role-Based Templates Provides templates for course creation based on industry or role. Assessments & Quizzes Designs and administrates tests and quizzes. Instructor-Led Training Enables for design of classes that are led by an instructor. Show More ##### ## Course Delivery (10) Learning Paths/Tracks Designing course materials to be completed in a sequential order for personalized learning purposes Communication & Notifications Provides functionality to communicate and send notifications to users. Assignment Scheduling Enables users to plan assignments and dispense them automatically. Self-paced Learning Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge Mobile Learning Access for students to complete learning materials on mobile platforms Blended Learning Supports learning paths that combine in-person classes with online/virtual courses Social Learning Create tools to promote social interaction and learning between students/trainees and instructors/trainers Synchronous Learning Real-time, interactive learning experiences where participants engage in learning activities simultaneously Extended Enterprise Learning Training that is provided to learners outside of a company Asynchronous Learning Supports flexible learning at different times (i.e., learners can access course materials at their own pace) Show More ##### ## Course Management (5) Gamification Motivates users by tracking points, achievements, and badges. Varied User Types Limits user access to certain functionality and courses. Certifications Provides custom certifications to distribute after course completion. Industry Compliance Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more. SCORM Compliance Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework Show More ##### ## LMS Marketplace (3) E-Commerce Enables user to sell their courses and receive compensation electronically. Course Marketplace Enables users to purchase and consume courses via an online marketplace. Subscriptions Enables user to sell and manage subscriptions to created courses. Show More ##### ## Interface (2) White Labeling Customizes LMS experience with custom branding, personalized URL, and more. Multilingual Provides multiple language choices. Show More ##### ## Compliance (3) Compliance Support (As reported in 11 Paychex reviews.) 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 (Based on 11 Paychex reviews.) Provides IRS-certified withholding, reporting, and payment of federal employment tax obligations as well as determining federal tax credits. Show More ##### ## Support (7) Scale (This feature was mentioned in 10 Paychex reviews.) 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 (Based on 11 Paychex reviews.) Detailed invoicing itemizes all costs and services. Implementation (As reported in 13 Paychex reviews.) Implementation services to help set up account, import data, and learn how to use associated platform. Support (This feature was mentioned in 14 Paychex reviews.) Administrator and employee access to help and support resources. Assistance (As reported in 12 Paychex reviews.) Access to HR and payroll advice, support, and educational assistance. Show More ##### ## Automation (1) Process Automation (26 reviewers of Paychex have provided feedback on this feature.) Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off. Show More ##### ## Logistics (7) Dashboards & Reporting (Based on 31 Paychex reviews.) Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions. Data Collection (Based on 28 Paychex reviews.) Labor data collection options include web, mobile, and hardware. Lanuguage Options (26 reviewers of Paychex have provided feedback on this feature.) Provide multiple language options for a global user base. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data Receive data and information in real time Real-Time Reporting Active reporting of data and metrics Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more Show More ##### ## Management (17) Schedule Creation Tools (As reported in 20 Paychex reviews.) Tools that help in scheduling and shift creation and management. Schedule Management (Based on 21 Paychex reviews.) Tools that manage vacation, holidays, absences, breaks, and overtime. Employee Leave Management (26 reviewers of Paychex have provided feedback on this feature.) Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more. User Access (Based on 31 Paychex reviews.) Grant access to select features and data based on the users' role, both internally and externally. User Role Access (As reported in 31 Paychex reviews.) Provides employees self service access and managers a centralized view. Employee Information (As reported in 32 Paychex reviews.) Ability to manage employee information. Employee Information Automation (Based on 29 Paychex reviews.) Automate employee promotions and position changes and company policy changes. Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently HR Management Automates core HR functions such as talent management, employee evaluation and learning management Time Off Management Track and manage employee time-off, vacation, and sick leave requests Task Management Create, manage and track all task activities and progression Document Management Store, manage, and track all electronic documents in a centralized location Mobile Access Access software remotely via mobile devices Show More ##### ## Monitoring (4) Regulations Enforcement (As reported in 26 Paychex reviews.) Enforce federal, state, and organization regulations. Compliance Monitoring (27 reviewers of Paychex have provided feedback on this feature.) Monitor and maintain compliance. Integration (27 reviewers of Paychex have provided feedback on this feature.) Provide integrations with payroll software. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Platform Basics (11) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Internationalization Supports use by multi-national organizations with appropriate languages, currencies and other conversions. Security Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks. Interoperability Connects to external systems and applications as needed to complete workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Self-service Assists with tasks that require specialist assistance. Automation Tasks that typically require manual effort are automated. Reporting Provides analytics tools that reveal important business metrics and track progress. Dashboard Has a centralized dashboard for users to interact with. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Platform Functionality (22) Customizability Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Mobility Is accessible from a mobile device and by users on the go. Dashboard Has a centralized dashboard for users to interact with Talent Management Provides talent management features such as career pathing and development, retention, and employee experience. Diversity Provides recruiting solutions that promote hiring for diversity. Add-on Additional applications can be built on top of the AI model. Talent Acquisition Provides talent acquisition features such as recruiting, candidate screening, candidate experience, and so on. Proctoring Offers AI-assisted proctering. Assessments Provides AI-driven or optimized assessments. Assessment Management Creation, administration, and evaluation of assessments or tests Employee Management Track employee schedules, availability, and performance across projects and tasks Email Management Manage, store and organize emails within the system or via third-party apps 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 HR Management Automates core HR functions such as talent management, employee evaluation and learning management Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Competency Management Catalog, manage, and develop employee skill sets Workflow Management Create, design and manage workflows for repetitive tasks Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Mentoring Program Management Manage mentoring programs: registration, pairing, curriculum, and reporting Interview Management Create and track interviews with a reminder system Show More ##### ## Basics (3) Reporting Provides analytics tools that reveal important business metrics and track progress. Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Additional Functionality (552) Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Biometric Recognition Facial or other physical recognition to confirm identity Clock In/Out Track employees' arrival and departure timings for payroll purposes Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Project Time Tracking Measure time to completion or hours worked for projects Audit Trail A record of all activities within the system, including user access, changes made, etc. Leave Tracking Manage and track employee attendance Multi-Location Manage and support multiple locations Access Controls/Permissions Define levels of authorization for access to specific files or systems Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lockout Periods Ensure employees can only clock in and out during certain times. Electronic Signature Digitally sign online documents Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Geofencing Virtual perimeter for a real-world geographic area Labor Forecasting Predict labor requirements based on past and present data/trends Employee Portal Online portal where employees can access and track their own information Employee Time Tracking Track and measure time worked for employees Punch card Clock in and out online or with a card Automatic Time Capture Automate recording of time to reduce human error ACA Reporting Collect data and compile reports to stay in compliance with Affordable Care Act requirements Real-Time Reporting Active reporting of data and metrics Vacation/Leave Tracking Request, track, and manage time off requests and vacation time HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Reminders Timed notification for any upcoming task, deadline, appointment, or activity Leave Tracking Manage and track employee attendance COBRA Administration Manage mandated benefit continuation for employees who no longer work for the company for a limited time period 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 Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Configurable Workflow Configure existing workflows to meet your organization's needs Sick Leave Tracking Track and manage sick leave time Life Insurance Administration Set up and manage life insurance benefits for your employees Health Insurance Administration Set up and manage health insurance benefits for employees Benefits Administration Outsourcing Delegate benefits administration to third party vendors Disability Insurance Administration Set up and manage short and/or long term disability insurance benefits Attendance Tracking Track the attendance of specific individuals or groups Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Customizable Reports Alter the layout and content of reports FMLA Administration Track employee time off under the family and medical leave act (FMLA) Document Storage Store and organize documents in a centralized system Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities HSA/FSA Administration Set up and manage health savings and flexible spending accounts for your employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Profiles Centralized storage for employee data, records, and performance metrics For Cloud Software that is accessible through the cloud with an active internet connection Employee Training Time Off Requests Tools that allow employees to request/schedule time off AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Built-in Course Authoring Tools that allow users to create and publish courses and course material/content Reminders Timed notification for any upcoming task, deadline, appointment, or activity Academic/Education Software specialized for schools (K-12 & Post-Secondary) eLearning Companies Software specialized for companies that sell courses/content Virtual Classroom Classes/sessions accessible via web browser of built-in video conferencing Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Video Conferencing Connect with meeting participants remotely over video Certification & Licensing Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Progress Reports Document and report the progress of ongoing projects Access Controls/Permissions Define levels of authorization for access to specific files or systems Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Enrollment Confirmation Confirmation of the enrollment of a student in a course, class, activity, or program Customizable Reports Alter the layout and content of reports Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Gradebook Track student's scores and grades on course materials Corporate/Business Software specialized for corporate use Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Activity Tracking Track and document all activities across devices, networks, and other systems Data Security Protect sensitive data for digital privacy Employee Handbook Create and share a new employee handbook with helpful information Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Customizable Fields Customize data fields to support various needs and use cases Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data 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 Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reminders Timed notification for any upcoming task, deadline, appointment, or activity Recruiting Firms Designed to be used by external or 3rd party recruiting or staffing firms Talent Pool Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Scoring Automatically calculate score after the assessment Candidate Profiles Record candidates' information such as role, professional qualifications, experiences, skills or attributes Job Board Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences Internal HR Designed to be used by internal recruiters or HR hiring managers Reference Checking Process used by hiring managers to get more information about a candidate by contacting previous employers Careers Page Web page to host job postings, show role descriptions or receive applications from potential candidates Resume Storage Upload and store resumes Customizable Branding Add customized logos and colors to align with company branding Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Matching Engine Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Social Recruiting Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Small Businesses Designed for small businesses Background Screening Researching and validating a person's criminal, educational, job or financial records Commenting/Notes Leave comments and notes on documents for others to view Billing & Invoicing Create, manage, and send invoices or bills to customers CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Resume Database A searchable repository of candidate profiles Email Marketing Create and send email blasts/campaigns Searchable Database A collection of records that can be retrieved based on specific queries GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Job Requisition Request a new hire, explain the need, and determine available budget Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Profiles Centralized storage for employee data, records, and performance metrics Generative AI Use AI to generate content in the form of text, images, videos, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges W-2 Preparation Automatically create and distribute W-2/1099 tax forms to employees. Multi-Country Pay employees in multiple countries using correct currencies and correct tax deduction amounts Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Self Service Gateway through which employees can access the system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Import/Export Import and export data to and from software applications Multi-State Pay employees in multiple states with correct tax deduction amounts in each Approval Process Control Manage the process of evaluating documents or requests submitted for approval Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Access Controls/Permissions Define levels of authorization for access to specific files or systems Time Tracking Measure and track time including hours worked and paid time off (PTO) Customizable Reports Alter the layout and content of reports Web-based Deployment SaaS, web-based, online deployment Payroll Outsourcing Delegate payroll processing to third party vendors Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Multi-Currency Manage and handle various international currencies Corporate/Business Software specialized for corporate use Chatbot AI-based platform which conducts a conversation via auditory or textual methods 1099 Preparation Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Auto Update Automatic update of information / software Time & Attendance Track and manage employee's work hours to improve payroll accuracy AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. For Accountants Software specialized for accountants and accounting firms For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Multi-Location Manage and support multiple locations Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data For Small Businesses Designed for small businesses Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Data Import/Export Import and export data to and from software applications Estimating Estimate expected cost based on various factors before a project begins Timer Multi-Currency Manage and handle various international currencies Customizable Reports Alter the layout and content of reports Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Updates Receive system updates as soon as any changes are made Projections Estimate or forecast of a future scenario based on the study of present trends Customizable Fields Customize data fields to support various needs and use cases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Mobile App Access the system via a mobile application Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing Create, manage, and send invoices or bills to customers Budgeting/Forecasting Create budgets based on historical data and future projections Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Summary Reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Automatic Time Capture Automate recording of time to reduce human error Overtime Calculation Manage and record overtime hours for hourly employees Clock In/Out Track employees' arrival and departure timings for payroll purposes Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Language Manage and support multiple languages Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Asynchronous Learning Supports flexible learning at different times (i.e., learners can access course materials at their own pace) AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Companies Software designed for companies who offer training programs to clients Customizable Reports Alter the layout and content of reports Self-paced Learning Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge Gamification Games or game-like elements to track progress and reward accomplishments Multi-Language Manage and support multiple languages Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Academic/Education Software specialized for schools (K-12 & Post-Secondary) Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Branding Add customized logos and colors to align with company branding Tests/Assessments Create tools to measure student retention of learning material and lessons Training Administration Back-office tasks (i.e. schedule courses, organize resources, course registrations, and email reminders) Social Learning Create tools to promote social interaction and learning between students/trainees and instructors/trainers Surveys & Feedback Gauge satisfaction and receive information for improvement and success Blended Learning Supports learning paths that combine in-person classes with online/virtual courses Virtual Classroom Classes/sessions accessible via web browser of built-in video conferencing SCORM Compliance Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework Mobile Learning Access for students to complete learning materials on mobile platforms Generative AI Use AI to generate content in the form of text, images, videos, etc. Built-in LMS LMS functionality built-in for content delivery Built-in Course Authoring Tools that allow users to create and publish courses and course material/content Learning Paths/Tracks Designing course materials to be completed in a sequential order for personalized learning purposes API Application programming interface that allows for integration with other systems/databases Synchronous Learning Real-time, interactive learning experiences where participants engage in learning activities simultaneously Certification & Licensing Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Single Sign On Allow users to access multiple services after entering their login credentials once Reminders Timed notification for any upcoming task, deadline, appointment, or activity Corporate/Business Software specialized for corporate use Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Reporting Active reporting of data and metrics Shift Swapping Managing and trading shift details between employees AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Reminders Timed notification for any upcoming task, deadline, appointment, or activity Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Approval Process Control Manage the process of evaluating documents or requests submitted for approval Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Document Storage Store and organize documents in a centralized system Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Time & Attendance Track and manage employee's work hours to improve payroll accuracy Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Clock In/Out Track employees' arrival and departure timings for payroll purposes Customizable Reports Alter the layout and content of reports Generative AI Use AI to generate content in the form of text, images, videos, etc. Assessment Management Creation, administration, and evaluation of assessments or tests Workflow Management Create, design and manage workflows for repetitive tasks 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 Reference Checking Process used by hiring managers to get more information about a candidate by contacting previous employers Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Records Management Ability to record, store, update, and retrieve information Fraud Detection Identify and prevent suspicious activity API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Generative AI Use AI to generate content in the form of text, images, videos, etc. Real-Time Monitoring Active monitoring of systems, applications, or networks Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Online Applications Ability to fill out and submit application forms on the web AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Candidate Profiles Record candidates' information such as role, professional qualifications, experiences, skills or attributes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Reporting Active reporting of data and metrics Job Application Management Secure Data Storage Securely stores data to prevent data loss or breaches Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Summary Reports SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Historical Reporting Information, data and reports that are being tracked over time Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Customizable Reports Alter the layout and content of reports Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Branding Add customized logos and colors to align with company branding Workflow Management Create, design and manage workflows for repetitive tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Storage Store and organize documents in a centralized system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Benefits Management Record employee's benefit plans and selections throughout career progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compensation Plan Modeling Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Email Templates Pre-made examples and templates for emails Employee Profiles Centralized storage for employee data, records, and performance metrics Attendance Tracking Track the attendance of specific individuals or groups Real-Time Analytics Analyze and gain insights into data in real-time Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Real-Time Reporting Active reporting of data and metrics Turnover Tracking Document Management Store, manage, and track all electronic documents in a centralized location Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Employee Management Track employee schedules, availability, and performance across projects and tasks Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Employee Self Service Gateway through which employees can access the system Employee Portal Online portal where employees can access and track their own information Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Visualization Graphical representation of data Performance Appraisal Evaluation process that provides feedback on an employee's job performance Task Management Create, manage and track all task activities and progression Ad hoc Reporting Generate one-off reports that meet information requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Secure Data Storage Securely stores data to prevent data loss or breaches Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization API Application programming interface that allows for integration with other systems/databases HR Metrics Library Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Succession Planning Planning, tracking and developing internal talent for future key position filling Predictive Modeling Analyzing historical and current data and generating a model to help predict future outcomes. Customizable Reports Alter the layout and content of reports Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Training Management Track employee/learner's progression through training programs Survey/Poll Management Create and administer polls and surveys Leave Tracking Manage and track employee attendance Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integrations Set up connections to third-party platforms to improve business processes HR Management Automates core HR functions such as talent management, employee evaluation and learning management Timesheet Management Track the amount of time spent on a job or task Leave Tracking Manage and track employee attendance Team Calendars Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Absence Management Manage and track employee attendance Time Off Requests Tools that allow employees to request/schedule time off Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Approval Workflow Route documents and other data through one or more stakeholders for review and approval Time Off Management Track and manage employee time-off, vacation, and sick leave requests Customizable Reports Alter the layout and content of reports Leave Policy Management Create and manage leave policies including multiple policies per department, branch, shift, region, etc. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Branding Add customized logos and colors to align with company branding AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Employee Profiles Centralized storage for employee data, records, and performance metrics Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Secure Data Storage Securely stores data to prevent data loss or breaches AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Approval Process Control Manage the process of evaluating documents or requests submitted for approval Data Import/Export Import and export data to and from software applications Duplicate Detection Compare new data with existing records to detect duplicate entries Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Budgeting/Forecasting Create budgets based on historical data and future projections Customizable Fields Customize data fields to support various needs and use cases Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements 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 Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Mobile Receipt Upload Scan and upload receipts to a central database using a mobile device Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Categorization/Grouping Organize and group data or items based on various criteria Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Employee Profiles Centralized storage for employee data, records, and performance metrics Goal Management Allows employees to set and manage work or career related goals eCards Digital greeting cards that are sent electronically, usually via email Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Gamification Games or game-like elements to track progress and reward accomplishments AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Leaderboards Boards that use custom metrics to show how leading performers compare to other individuals/teams Chat/Messaging Communicate using direct chat or messages within the system Budget Control Manage and monitor spending to align with the financial constraints or goals Mobile Access Access software remotely via mobile devices Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Peer-to-Peer Recognition Allows employees to praise one another in a social network-like feed visible to the whole organization Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Customizable Branding Add customized logos and colors to align with company branding Nominations Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award Recognition Tracking Track accrued recognition and rewards at an individual employee level Social Recognition Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement Awards Management Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Reminders Timed notification for any upcoming task, deadline, appointment, or activity Rewards Catalog A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more Manager-to-Employee Recognition Allows managers to praise, recognize skills, and give feedback to their employees 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Commenting/Notes Leave comments and notes on documents for others to view Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multi-Language Manage and support multiple languages Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Surveys & Feedback Gauge satisfaction and receive information for improvement and success Show More ##### ## Content (2) Automation Automates some or all operation related tasks File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Show More ##### ## Background Check Administration (6) Screening and Assessments (Based on 20 Paychex reviews.) Provides functionality to do a background check on a candidate manually or through a predetermined methodology Compliance (This feature was mentioned in 10 Paychex reviews.) Provides robust sharing options with both companies and candidates. Dashboard (10 reviewers of Paychex have provided feedback on this feature.) Has a centralized dashboard for users to interact with. Tenant Screening Evaluate the criminal, financial, and employment history of tenants Employment Screening Screen and verify candidates for professional roles Drug & Health Screenings Monitor drug test samples taken for background checks Show More ##### ## Background Check Data (5) Real-Time Tracking Lets applicants track their background checks in real time. Platform Search Find important content or files using keywords, metadata, tags, etc. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Status Tracking Track the status over time for a request, process, asset, or transaction Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Show More ##### ## Background Check Additional Functionality (5) Integrations Connects to external ATS applications as needed to complete team workflows. Mobility Is accessible from a mobile device. Messaging Contains in-application messaging abilities Third-Party Integrations Set up connections to third-party platforms to improve business processes Screening Services Integration Screening performed by employees working for the vendor. Software functionality is offered on top of these services. Show More ##### ## Training & eLearning (33) Content Delivery and Tracking Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance. Customer Training Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses. Manager Portals Allows managers to see progress of team members. Content Storage and Management Provides functionality to store, organize, and search all training content. Interactive Content Allow the audience to interact or engage with the content Skills Tracking Track employee skills, competencies, training & qualifications Progress Tracking Reporting on how each user, task or process has advanced since its initiation Course Management Create, organize, and assign courses to users Contact Management Manage, organize, and store contact information eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Learning Management Organize and track educational activities Assignment Management Assign issues and tasks based on availability or required skills Assessment Management Creation, administration, and evaluation of assessments or tests Learner Portal Students can access materials and communicate with instructors via their online student profile Content Library Centralized repository to store content and assets Assessments and Practice Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials. Content Delivery and Tracking Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance. Content Creation Creates training materials for instructor- and self-led courses. Customer Training Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses. Manager Portals Allows managers to see progress of team members. Content Storage and Management Provides functionality to store, organize, and search all training content. Content Libraries Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum. Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Course Tracking Track which progress and course materials have been completed by each user Progress Tracking Reporting on how each user, task or process has advanced since its initiation eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Course Management Create, organize, and assign courses to users Assessment Management Creation, administration, and evaluation of assessments or tests Training Management Track employee/learner's progression through training programs Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Learner Portal Students can access materials and communicate with instructors via their online student profile Show More ##### ## Recruiting and Onboarding (5) Interview Scheduling (As reported in 49 Paychex reviews.) Coordinates interview scheduling via email, phone, or text Onboarding (Based on 116 Paychex reviews.) Tracks key steps in onboarding process including new employee orientation and employee payroll documents. Sourcing and Candidate Identification (As reported in 20 Paychex reviews.) Search broad candidate pool to recruit passive talent Interview Scheduling (49 reviewers of Paychex have provided feedback on this feature.) Coordinates interview scheduling via email, phone, or text Applicant Tracking (Based on 21 Paychex reviews and verified by the G2 Product R&D team.) Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process. Show More ##### ## Performance reviews (5) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Cycle Tracking Follow the progression of a task associated with performance reviews Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Show More ##### ## Goals (2) Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (6) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Surveys & Feedback Gauge satisfaction and receive information for improvement and success 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Show More ##### ## Data (4) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Show More ##### ## Reports (5) Score Cards (Based on 11 Paychex reviews.) Score cards visually track key performance indicators (KPIs) Customizability (Based on 12 Paychex reviews.) Reports can be customized based on the intended audience, available data, length, and depth Graphs and Charts (12 reviewers of Paychex have provided feedback on this feature.) The outputs of reports are customizable in using graphs and charts Dashboards (12 reviewers of Paychex have provided feedback on this feature.) Real-time up to date outputs can be created to provide information to decision makers and leadership Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Cleaning (3) Filtering (This feature was mentioned in 13 Paychex reviews.) Raw data is able to be filtered into outputs with only the data useful for the analysis Levels of Measurement (Based on 11 Paychex reviews.) Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs Transformation (As reported in 11 Paychex reviews.) Change the data format into csv., html, xml, etc. Show More ##### ## Generative AI (8) Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Performance Management (1) Succession Planning Manages talent pool to ensure key indivduals are being prepared for key roles. Show More ##### ## Agentic AI - Corporate Learning Management Systems (1) Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Applicant Tracking Systems (ATS) (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Onboarding (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Talent Intelligence (4) Multi-step Planning Ability to break down and plan multi-step processes Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Applicant Tracking Systems (ATS) (4) Predictive Insights Admin can use predictive AI analytics to better match candidates to positions. AI Job Description Users can generate job descriptions with generative AI. Chatbot Provides an AI chatbot to guide users through the hiring process. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## AI Investigation and Verification - Background Check (5) Verification Uses Gen AI to streamline investigations & deliver accurate business intelligence, Speed Up Verifications E2E Using LLM-Powered Knowledge Graphs Employment Eligibility Verification Education Verification Verify an individual's educational past, including degree, training, or certification claims, among others Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Identity Verification Validating the identity of an individual or entity through verification of personal information or credentials Show More ##### ## Generative AI - Expense Management (3) Image-to-Text Converts images into a textual description, identifying key elements. Text Generation Allows users to generate text based on a text prompt. 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[View Glossary](/glossary) [Mileage Tracking](/glossary/mileage-tracking) Mileage tracking means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies. [Wage Garnishment](/glossary/wage-garnishment) Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages. [Policy Compliance Management](/glossary/policy-compliance-management) Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits. [Labor Forecasting](/glossary/labor-forecasting) Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy. [Enrollment Planning](/glossary/enrollment-planning) Enrollment planning is an institution's attempt to identify, attract, enroll, retain, and graduate a student population aligned with the institution’s purpose and goals while ensuring financial viability. Learn more about enrollment planning and best practices to follow for strategic enrollment management. [Shift Scheduling](/glossary/shift-scheduling) Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process. Paychex Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cac7f9ce289eaae52b299fac3ae5ef66/paylocity.jpg "Product Avatar Image") Paylocity 4.4/5(6,243) [ Compare Now ](https://www.g2.com/compare/paychex-vs-paylocity) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6c0b69a4cbd4386c9d156a20bbfa5843/gusto.png "Product Avatar Image") Gusto 4.6/5(12,696) [ Compare Now ](https://www.g2.com/compare/gusto-vs-paychex) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_de7b0518c01aad23330b32c4acb323dd/adp-workforce-now.jpg "Product Avatar Image") Workforce Now 4.2/5(4,342) [ Compare Now ](https://www.g2.com/compare/adp-workforce-now-vs-paychex) ##### Categories on G2 [Payroll](https://www.g2.com/categories/payroll)[Time Tracking](https://www.g2.com/categories/time-tracking-software)[Performance Management](https://www.g2.com/categories/performance-management) [Core HR](https://www.g2.com/categories/core-hr)[Onboarding](https://www.g2.com/categories/onboarding-software)[Employee Recognition](https://www.g2.com/categories/employee-recognition)[Time & Attendance](https://www.g2.com/categories/time-attendance)[Applicant Tracking Systems (ATS)](https://www.g2.com/categories/applicant-tracking-systems-ats)[Expense Management](https://www.g2.com/categories/expense-management)[Workforce Management](https://www.g2.com/categories/workforce-management)[HCM Software](https://www.g2.com/categories/hcm-software)[Benefits Administration](https://www.g2.com/categories/benefits-administration)[HR Analytics](https://www.g2.com/categories/hr-analytics)[Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems)[Absence Management](https://www.g2.com/categories/absence-management-software)[Candidate Relationship Management](https://www.g2.com/categories/candidate-relationship-management)[Training Management Systems](https://www.g2.com/categories/training-management-systems)[PEO Providers](https://www.g2.com/categories/peo-providers)[Talent Intelligence](https://www.g2.com/categories/talent-intelligence)[Background Check](https://www.g2.com/categories/background-check)[Employee Perks](https://www.g2.com/categories/employee-perks) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What is the top-rated incident response platform for large enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-incident-response-platform-for-large-enterprises)[What E-Signature software generates measurable return on investment without extensive customization or expensive consulting and implementation services?](https://www.g2.com/discussions/what-e-signature-software-generates-measurable-return-on-investment-without-extensive-customization-or-expensive-consulting-and-implementation-services)[What industries benefit most from CAE simulation tools, and why?](https://www.g2.com/discussions/what-industries-benefit-most-from-cae-simulation-tools-and-why%20) [What are the top admissions and enrollment management platforms providing pipeline visibility across candidate stages?](https://www.g2.com/discussions/what-are-the-top-admissions-and-enrollment-management-platforms-providing-pipeline-visibility-across-candidate-stages)[What platform integrates website monitoring with incident management tools?](https://www.g2.com/discussions/what-platform-integrates-website-monitoring-with-incident-management-tools)[Pros and Cons Details](https://www.g2.com/products/paychex/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)