[ Paylocity Reviews ](https://www.g2.com/products/paylocity/reviews) [ Paylocity Reviews ](https://www.g2.com/products/paylocity/reviews) # Paylocity Features ##### ## Core HR (23) Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Expense Management Contains functionality for employees to submit expenses reports and track reimbursments Salary Structures Manages position descriptions and pay grades/structures for each role Compliance Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Benefits Administration 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 (119) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Access pre-built and custom reports and dashboards. APIs / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline 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 View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Scalability Allows administrator to easily add employees and grow payroll process as their company grows. Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Timesheet Management Track the amount of time spent on a job or task Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Benefits Management Record employee's benefit plans and selections throughout career progression Document Management Store, manage, and track all electronic documents in a centralized location Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Team Management Organizing a group of people to accomplish a task Policy Management Create, manage, and track policies and procedures within an organization Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Attendance Management Manage attendance for classes, shifts, meetings, or events Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Employee Management Track employee schedules, availability, and performance across projects and tasks Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Receipt Management Upload, track, and submit receipts in a central database Time Off Management Track and manage employee time-off, vacation, and sick leave requests Workflow Management Create, design and manage workflows for repetitive tasks Expense Management Plan, pay and track business related expenses. Embedded AI / Machine Learning Offers embedded AI/machine learning Complex Approval Workflow Provides workflow for complex approval structures Generative AI Use AI to generate content in the form of text, images, videos, etc. Live chat Provide tools for live chat on one's website. Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. Branding Has the ability to customize look and feel of chatbot to match` company branding. Analytics Gives user the ability to analyze conversations with the chatbot and see its performance. A/B testing Allows users to test the efficacy of various responses through A/B testing. Role-based access Allows for varying access to chatbot and admin settings, depending on user, their role, etc. Collection of information Can collect and store information from interlocators, such as email, phone number, etc. Augmented Analytics Analyze data and automatically generate insights using AI/ML technologies Proactive Chat Copy on the page or chat window encouraging the user to engage with the chat option Show More ##### ## Expense Reports (7) Ease of Creating Expense Reports Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration Can easily pull in receipts from all credit card statements Smart Categorization Automatically assigns categories/accounts based on past entries and credit card statements Digital Receipt Management 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 Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system Corporate Card 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 (26) Ease of Booking Can book Flights, Hotels, and Rental cars directly from software. Itinerary Management Creates travel itineraries based on booking Trip Notifications Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. Advanced Integrations 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 Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task Users can easily track time based on task or activity and assign to projects Billable Time Rate Management 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 (4) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Project Accounting / Revenue Recognition 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 Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Mileage Tracking 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 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 Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management 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 Allows administrator to enter payroll for all employees based on salary or total hours worked. Time Off Accrual Calculation and tracking of sick and vacation days. Direct Deposit Automatically deposits paychecks into employees' bank accounts. Expense Reimbursement Allows administrator to reimburse employees for business-related purchases. Pre-tax Deductions Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. Wage Garnishment Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. Approvals Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Check/W-2 Delivery 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 Complies with PCI security standards Show More ##### ## Employee Self Service (4) Web Portal Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. Benefits Manager Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. Mobile Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Show More ##### ## Taxes (3) Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Tax Filing Files payroll tax forms automatically for federal, state, and local taxes. Automatic Tax Payment Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. Show More ##### ## Integration (25) API / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Time Tracking Integration Enables administrator to import hours from time tracking systems. Accounting Integration Provides standard integration with third party accounting software. Core HR Integration Provides standard integration with third party core HR software. API Application programming interface that allows for integration with other systems/databases 401(k) Tracking Track 401(k) participant contributions and employer match Expense Tracking Monitor and record expenses such as purchases or charges incurred Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Third-Party Integrations Set up connections to third-party platforms to improve business processes Third-Party Integration Addition of necessary external data, applications, tools, or features Agnostic Integration The software can be integrated with any other products Reporting Consolidation Reports are generated using financial data from multiple sources Plugins and APIs The vendor provides pugins and APIs that customers can use to create custom integrations Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems ERP integration Integrate with existing ERP systems Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Procurement Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management Show More ##### ## Workforce Management Platform Features (30) Labor Forecasting Predict the number and types of employees necessary to meet anticipated demand to control labor costs. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Absence & Leave Management Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. Skills Management Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. Succession Planning Identify high performing employees with potential to be promoted with minimal development. Workforce Analytics Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. Self-Service Capabilities 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 Managers and employees can create or claim available work shifts and receive notifications on their mobile device. Team Communication 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 (35) Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning 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 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 Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements 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 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 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 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 Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning 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 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 Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements 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 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 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 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 Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Integrations / APIs 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 Enables users to view and transact business with the same content in multiple languages and currencies. Show More ##### ## Sourcing (7) Candidate Search Searches for qualified candidates by integrating with career sites. Career Page Configuration 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 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 (12) Forms Library Provides users with a pre-built library of templated forms related to the hiring process. E-Forms Provides electronic forms for employees to complete. E-Signature Enables new hires to sign forms electronically. Background Checks Enables the employer to perform background checks. Offer Letter Approvals Provides user with offer letter templates. Offer Letter Templates Enables all stakeholders to approve offer letters. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Automation Automates some or all operation related tasks. Reminders Reminders are automatically sent to all parties before an interview. Email Template Provides users with a pre-built library of useable email templates. Booking Organizers can specify meeting room locations. Rescheduling Provides interviewer, time, and location alternatives on short notice. Show More ##### ## Platform Additional Functionality (5) Self-Service Portal Enables employees to login and view their onboarding process. Automated Team Introductions Introduces new hires to employees based on org chart. Compliance Training Provides training on relevant compliance issues. Automated Onboarding Workflows Provides workflows which track new hire progress. Onboarding Notifications Provides notifications about the onboarding process to both the new hire and manager. Show More ##### ## Platform Data (2) Onboarding Process Reporting Provides holistic Metrics on the onboarding process. Visualization Contains tools to visalize data sets or workflows. 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 (1) Course Marketplace Enables users to purchase and consume courses via an online marketplace. Show More ##### ## Interface (1) Multilingual Provides multiple language choices. Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Payment Methods (3) ACH Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. Credit and Debit Corporate debit and credit cards used specifically for B2B payments Wire Transfer Electronic fund transfers between entities Show More ##### ## Payment Processing (7) Batch Processing Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Automated Workflows Workflows to manage every stage of the payment process Self Service Self-service portals and mobile apps to submit invoices for processing Reconciliation Match invoices, payments, and bank statement information Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Tracking Track each stage of the payment process and manage payments history Show More ##### ## Security and Compliance (6) PCI Compliant Comply with information security standards for credit card processing P2PE Point-to-point encryption to convert sensitive financial information into indecipherable code Fraud Management Features to protect companies from attempts to steal sensitive information like credit card details SSL Encryption Secure Sockets Layer is the standard security protocol for encryption of electronic data SOX Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud SOC Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2 Show More ##### ## Automation (1) Process Automation Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off. Show More ##### ## Logistics (7) Dashboards & Reporting Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions. Data Collection Labor data collection options include web, mobile, and hardware. Lanuguage Options Provide multiple language options for a global user base. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data Receive data and information in real time Real-Time Reporting Active reporting of data and metrics Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more Show More ##### ## Management (21) Schedule Creation Tools Tools that help in scheduling and shift creation and management. Schedule Management Tools that manage vacation, holidays, absences, breaks, and overtime. Employee Leave Management Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more. User Access Grant access to select features and data based on the users' role, both internally and externally. User Role Access Provides employees self service access and managers a centralized view. Employee Information Ability to manage employee information. Employee Information Automation Automate employee promotions and position changes and company policy changes. Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently HR Management Automates core HR functions such as talent management, employee evaluation and learning management Time Off Management Track and manage employee time-off, vacation, and sick leave requests Task Management Create, manage and track all task activities and progression Document Management Store, manage, and track all electronic documents in a centralized location Mobile Access Access software remotely via mobile devices Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Receipt of Goods Compare goods received with purchase orders and document variations Show More ##### ## Monitoring (4) Regulations Enforcement Enforce federal, state, and organization regulations. Compliance Monitoring Monitor and maintain compliance. Integration Provide integrations with payroll software. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Setup (4) Data Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. Approvals Define rules and workflows that managers can use to approve different kinds of spending. Alignment Align spending across various departments such as procurement and accounting. Real-Time Data Receive data and information in real time Show More ##### ## Performance (4) KPIs Provide standard spend KPIs that can be customized by users. Benchmarks Use historical spend data to create benchmarks per company or department. Forecasting Provide forecasts on future trends that may impact spending performance. Savings Identify savings opportunities per activity, department, or at the company level. Show More ##### ## Planning (9) Processes Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement. Processses Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Execution (8) Sourcing Identify and assess suppliers for different products and services. Purchasing Create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Order Management Manage and track customer orders for goods, investments, or any other purchases Sourcing Identify and assess suppliers for different products and services. Purchasing Electronically create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Show More ##### ## Analytics (16) Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations. Spend Analyze procurement spending and identify future trends. Financial Reporting Generate reports to assess the financial performance of an organization Due Dates Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Due Dates Track invoices based on due dates to identify overdue payments Cashflow Analyze variations between incoming and outgoing cash KPIs Monitor KPIs such as time to process an invoice or erroneous payments Payment Tracking Track different types of payment such as deposits or partial payments Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments 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 (585) 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. Secure Data Storage Securely stores data to prevent data loss or breaches User Defined Attributes Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Active Directory Integration Integrates with Active Directory Secure Login At least a username and password is required to access the system Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Event Logs A chronological record of actions or occurrences within a network, software, or process Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generative AI Use AI to generate content in the form of text, images, videos, etc. Risk Assessment Initiate collection and analysis of known risks Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Biometrics Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns. Security Auditing Systematic evaluation of the security of a company's overall security system and situation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Data Receive data and information in real time Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Real-Time Monitoring Active monitoring of systems, applications, or networks Customizable Reports Alter the layout and content of reports Risk Analysis Analyze potential risks across the organization Data Import/Export Import and export data to and from software applications Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Online Banking Ability to manage transactions online with a mobile device or computer. 1099 Preparation Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Generative AI Use AI to generate content in the form of text, images, videos, etc. Receipt Management Upload, track, and submit receipts in a central database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fraud Detection Identify and prevent suspicious activity Duplicate Payment Alert Receive an automatic notification when the exact same payment is about to be initiated for the second time Document Management Store, manage, and track all electronic documents in a centralized location Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Management Track and manage inventory levels to maintain proper supply Check Writing Issue payments to third parties via checks Mobile Access Access software remotely via mobile devices Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Status Tracking Track the status over time for a request, process, asset, or transaction Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing & Invoicing Create, manage, and send invoices or bills to customers Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Anomaly Detection Automatically identify unusual behavior API Application programming interface that allows for integration with other systems/databases ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Aging Tracking Categorizes outstanding invoices based on the amount of time they have remained unpaid Supplier Management Manage all supplier data and operations General Ledger Centralized accounting record which tracks all financial transactions Expense Tracking Monitor and record expenses such as purchases or charges incurred Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Electronic Funds Transfer Transfer money electronically between two bank accounts Purchase Order Reconciliation Aligns purchase orders with incoming invoices and receiving reports Financial Management Plan, manage, and track the financial activities of an individual or organization Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Generative AI Use AI to generate content in the form of text, images, videos, etc. Integration Management Identify which applications need to exchange data and enable these data connections Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Contract Lifecycle Management Organize, track, and automate the entire contract process Budgeting/Forecasting Create budgets based on historical data and future projections Compliance Management Track and manage adherence to policies for any service, product, process, or supplier AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Inventory Management Track and manage inventory levels to maintain proper supply 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 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. API Application programming interface that allows for integration with other systems/databases Access Controls/Permissions Define levels of authorization for access to specific files or systems Order Tracking Track orders throughout the fulfillment process Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Spend Analysis Review and uncover trends in spending activity Multi-Currency Manage and handle various international currencies Audit Trail A record of all activities within the system, including user access, changes made, etc. Real-Time Reporting Active reporting of data and metrics Activity Tracking Track and document all activities across devices, networks, and other systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Receiving Manage all receiving processes within a warehouse Document Storage Store and organize documents in a centralized system Quotes/Estimates Generate quotes or estimates for customers Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Location Manage and support multiple locations Expense Tracking Monitor and record expenses such as purchases or charges incurred Purchasing Reports Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time 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 Customizable Branding Add customized logos and colors to align with company branding Rewards Program Point or incentive based programs loyalty programs designed to increase customer engagement Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Learning & Development Facilitate training materials that help employees grow and progress in their positions Social Engagement Process of communicating with an online community and measuring the effectiveness of activity Chat/Messaging Communicate using direct chat or messages within the system Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Customizable Reports Alter the layout and content of reports Commenting/Notes Leave comments and notes on documents for others to view Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Profiles Centralized storage for employee data, records, and performance metrics Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Data Receive data and information in real time Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Scoring Automatically calculate score after the assessment AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Profiles Centralized storage for employee data, records, and performance metrics For Cloud Software that is accessible through the cloud with an active internet connection Employee Training Time Off Requests Tools that allow employees to request/schedule time off AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Built-in Course Authoring Tools that allow users to create and publish courses and course material/content Reminders Timed notification for any upcoming task, deadline, appointment, or activity Academic/Education Software specialized for schools (K-12 & Post-Secondary) eLearning Companies Software specialized for companies that sell courses/content Virtual Classroom Classes/sessions accessible via web browser of built-in video conferencing Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Video Conferencing Connect with meeting participants remotely over video Certification & Licensing Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Progress Reports Document and report the progress of ongoing projects Access Controls/Permissions Define levels of authorization for access to specific files or systems Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Enrollment Confirmation Confirmation of the enrollment of a student in a course, class, activity, or program Customizable Reports Alter the layout and content of reports Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Gradebook Track student's scores and grades on course materials Corporate/Business Software specialized for corporate use Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Activity Tracking Track and document all activities across devices, networks, and other systems Data Security Protect sensitive data for digital privacy Employee Handbook Create and share a new employee handbook with helpful information Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Customizable Fields Customize data fields to support various needs and use cases Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 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 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 Talent Pool Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Marketing Create and send email blasts/campaigns Searchable Database A collection of records that can be retrieved based on specific queries Reminders Timed notification for any upcoming task, deadline, appointment, or activity GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Customizable Branding Add customized logos and colors to align with company branding Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Job Board Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences Data Import/Export Import and export data to and from software applications Recruiting Firms Designed to be used by external or 3rd party recruiting or staffing firms Reference Checking Process used by hiring managers to get more information about a candidate by contacting previous employers Social Recruiting Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more Internal HR Designed to be used by internal recruiters or HR hiring managers Job Requisition Request a new hire, explain the need, and determine available budget Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Background Screening Researching and validating a person's criminal, educational, job or financial records 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 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. 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 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 Customer Surveys Tool to send questionnaires to customers to gauge feedback Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Transcripts/Chat History View messages sent by both parties during the chat conversation Language Detection Identify different languages Pre-Configured Bot Existing bot models for AI-based tools commonly used for auditory and textual conversation methods Lead Capture Automatically identify and save contact information of potential customers Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Natural Language Processing Process and analyze human language in text or audio form Multi-Language Manage and support multiple languages For Sales/Marketing Used as a promotional or demonstration tool in sales and marketing presentations Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Automated Responses Automatic reply functionality for incoming messages Customer Support Provide online support for your customers through live chat or help desk functionality Chatbot AI-based platform which conducts a conversation via auditory or textual methods Intent Recognition Helps understand a user's intentions/actions Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Query Suggestions See options for potential search queries within the system Transfers/Routing Transfer queries and organize messages between agents AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Canned Responses Shortcuts for inputting frequently used messages AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Reminders Timed notification for any upcoming task, deadline, appointment, or activity Activity Tracking Track and document all activities across devices, networks, and other systems Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Accounting Integration Integrate with a third-party accounting system Categorization/Grouping Organize and group data or items based on various criteria Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Configurable Workflow Configure existing workflows to meet your organization's needs Spend Analysis Review and uncover trends in spending activity Expense Tracking Monitor and record expenses such as purchases or charges incurred Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Approval Workflow Route documents and other data through one or more stakeholders for review and approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Supplier Management Manage all supplier data and operations Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Billing & Invoicing Create, manage, and send invoices or bills to customers Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Purchase Order Management Create, send, and track purchase orders and their statuses Audit Trail A record of all activities within the system, including user access, changes made, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Workflow Management Create, design and manage workflows for repetitive tasks Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Multi-Currency Manage and handle various international currencies Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Requisition Management Review, approve and cancel requests for goods/services to be purchased Customizable Reports Alter the layout and content of reports Ad hoc Reporting Generate one-off reports that meet information requirements Financial Management Plan, manage, and track the financial activities of an individual or organization API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Receipt Management Upload, track, and submit receipts in a central database Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Generative AI Use AI to generate content in the form of text, images, videos, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Sourcing Management Negotiate best prices and choose the right vendor for various purchases Vendor Master Data Management Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Management Store, manage, and track all electronic documents in a centralized location Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Data Visualization Graphical representation of data Access Controls/Permissions Define levels of authorization for access to specific files or systems Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Risk Assessment Initiate collection and analysis of known risks 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 Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Vendor Payment Process payment to vendor(s) for goods/services received Third-Party Integrations Set up connections to third-party platforms to improve business processes Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Purchase Order Management Create, send, and track purchase orders and their statuses Contract/License Management Track, store, and access client contracts or licenses Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once 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 Task Management Create, manage and track all task activities and progression 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 ##### ## Invoice Management (6) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Capture Provide features to capture and record invoices, such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (15) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Recurring Payments Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Submittal Electronically submit invoices to buyers Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Invoice Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Invoices Ability to convert invoices to digital formats such as PDF Recurring Invoices Automatically generates invoices at pre-defined time intervals Show More ##### ## Platform Basics (2) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Platform Performance (2) Reporting Provides pre-built or customizable performance reports. Monitoring Contains application performance monitoring capabilities Show More ##### ## Training & eLearning (18) Assessments and Practice Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials. Content Delivery and Tracking Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance. Content Creation Creates training materials for instructor- and self-led courses. Customer Training Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses. Manager Portals Allows managers to see progress of team members. Content Storage and Management Provides functionality to store, organize, and search all training content. Content Libraries Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum. Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Course Tracking Track which progress and course materials have been completed by each user Progress Tracking Reporting on how each user, task or process has advanced since its initiation eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Course Management Create, organize, and assign courses to users Assessment Management Creation, administration, and evaluation of assessments or tests Training Management Track employee/learner's progression through training programs Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Learner Portal Students can access materials and communicate with instructors via their online student profile Show More ##### ## Recruiting and Onboarding (5) Interview Scheduling Coordinates interview scheduling via email, phone, or text Onboarding Tracks key steps in onboarding process including new employee orientation and employee payroll documents. Sourcing and Candidate Identification Search broad candidate pool to recruit passive talent Interview Scheduling Coordinates interview scheduling via email, phone, or text Applicant Tracking Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process. Show More ##### ## Platform Functionality (4) Sourcing and Candidate Identification Search broad candidate pool to recruit passive talent Job Posting Ability to post job descriptions and allow candidates to apply within software or on company's website. Interview Scheduling Coordinates interview scheduling via email, phone, or text Applicant Tracking Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process. Show More ##### ## Operations (5) Personnel Management Maintains, tracks, and reports on stored records and database of all medical employees and personnel Talent Management Assists HR responsibilities throughout the entire employee lifecycle, from recruitment and hiring to offboarding Regulation and Compliance Ensures and maintains compliance across the health care organization Metrics and Reporting Tracks and generates metrics and reports regarding the health and vitality of the organization Third-Party Integrations Streamlines integration with third-party HR solutions for comprehensive employee, facility, and benefits management Show More ##### ## Functionality (7) User provisioning Simplifies or automates user provisioning, deprovisioning, and other user role changes. Password manager Offers password management tools to end users. Single Sign-on Offers single sign-on functionalities to end users, allowing them to authenticate once and be given access to all of their company accounts. Enforces policies Enforces user-access policies based on individual, role type, group membership or other factors to prevent unauthorized access to company systems and data. Authentication Authenticates users prior to granting access to company systems. Multi-factor authentication Offers multi-factor authentication methods to verify a user's identity. Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Show More ##### ## Type (2) On-premises solution Provides an IAM solution for on-prem systems. Cloud-solution Provides an IAM solution for cloud-based systems. Show More ##### ## Reporting (7) Activity Tracking Track and document all activities across devices, networks, and other systems Reporting Provides reporting functionality. Access & Permission Change Reporting Log and report all modifications to user roles and access rights. Compliance & Audit Trail Export Provide standardized reports for regulatory compliance and audits. Ad hoc Reporting Generate one-off reports that meet information requirements Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Real-Time Reporting Active reporting of data and metrics Show More ##### ## Supplier Management (23) Evaluation Allows users to evaluate supplier performance using standard and custom KPIs. Selection Provide features to compare suppliers and choose the best option for various activities. Risk Management Identify potential issues and how they may impact relationships with suppliers. Inventory Management Track and manage inventory levels to maintain proper supply Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. 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 Purchase Order Management Create, send, and track purchase orders and their statuses Requisition Management Review, approve and cancel requests for goods/services to be purchased Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Auction Management Allows businesses to create and manage auctions. Sourcing Management Negotiate best prices and choose the right vendor for various purchases Returns Management Track and facilitate returns of products sold Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Contract/License Management Track, store, and access client contracts or licenses Supplier Management Manage all supplier data and operations Spend Management Track the amount of money spent on a certain product or with a certain supplier Order Management Manage and track customer orders for goods, investments, or any other purchases Shipping Management Manage and track orders being shipped to customers Warehouse Management Manage and track operations and inventory within warehouses User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Receipt Management Upload, track, and submit receipts in a central database Show More ##### ## Supplier Information (3) Profiles Create and manage supplier profiles that include contact and pricing information. Qualifications Identify the services and products provided by suppliers, as well as certifications. History Track history of all interactions and business transactions with suppliers. 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 ##### ## Responses (5) Customization Customize your chat workflows with rules and automations. Control Control who the chatbot converses with (and when). Route To Human Has the ability to connect interlocator with a human agent when the need arises. Menu bars Can provide interlocators with menus, through which they can choose a relevant response. Drip sequences Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. Show More ##### ## Payment Types (3) AP Automation Manages large volumes of invoices and financial transactions between a company and its suppliers E-Commerce Facilitates the acceptance of electronic payment for online transactions Retail Features a common interface for in-store, online, and on-the-go set across all acceptance points Show More ##### ## Risk (3) Analysis Reduces future risks through root cause analysis and process improvement Identification Reduces frequency of errors, identifies risk and improves efficiency Scoring Scores suppliers and employees based on risk factors Show More ##### ## Recovery (2) Recoup Identifies and recoups funds and prevents errors from happening again Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Show More ##### ## Audit (4) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## Payment Cards (3) One-time Virtual Online credit card number that can be instantly sent to employees and used for secure, one-time purchases Recurring Virtual Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services Physical Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets Show More ##### ## Reporting (7) Real-Time Monitoring Active monitoring of systems, applications, or networks Multiple Views Reports that allow the user to sort and filter by vendor, team, GL, department, etc. Data Import/Export Import and export data to and from software applications Budgets Report on and track spending against budgets Real-Time Updates Receive system updates as soon as any changes are made Real-Time Reporting Active reporting of data and metrics Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## Payments (5) Vendor Pay vendors through a dashboard or portal and maintain vendor payment information Recurring Manage and execute recurring payments, such as subscriptions, services, utilities, etc. Employee Reimbursements Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment ACH Allows for the electronic transfer of funds between banks Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Show More ##### ## Fraud & Risk Management (7) Notifications Real-time notifications for fraudulant and/or duplicate spending Unique Cards Individual, unique cards for each vendor to help manage duplicate and overpayments Controls Control spend limits, expiration dates, and lock and unlock stolen or lost cards Budget Control Manage and monitor spending to align with the financial constraints or goals Approval Process Control Manage the process of evaluating documents or requests submitted for approval Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Prepaid Cards Bank cards with approved funds pre-loaded that employees can use for corporate purchases Show More ##### ## Generative AI (12) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text 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 Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Core Features - Employee Experience Software (3) Employee Lifecycle Management Manages the entire employee lifecycle from onboarding to exit surveys, providing actionable insights and customization. Communication Aids in knowledge management and the crafting of company branding and messaging. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Show More ##### ## People Analytics - Employee Experience Software (3) Action Plan Data analysis leads into creating HR initatives and policies with measurable outcomes. Productivity Directly measures and finds ways to optimize workplace productivity. Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Show More ##### ## Advanced Features - Employee Experience Software (3) Digital Experience Management Integrates with the IT technologies and workflow to optimize and manage omnichannel digital experiences. Benchmarking Allows access to industry research, benchmarking, and other comparison whether through internal functionality or partnership with third-party. Employee Listening People analytics include features capable of impelmenting an advanced employee listening strategy. Show More ##### ## Employee Improvement - Employee Experience Software (5) Performance Management Includes native feedback functionality like OKRs, 360 feedback, continuous improvement, or other performance management tools. Learning Guides employee growth through suggested content, skill building, or other learning initiatives and programs. Team Building Provides gamified team building or informal socialization features to help people bond and communicate. Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ##### ## Agentic AI - Spend Management (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Procure to Pay (3) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc. Proactive Assistance Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate Show More ##### ## Agentic AI - SAP Store (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Performance Management (3) Succession Planning Manages talent pool to ensure key indivduals are being prepared for key roles. Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Corporate Learning Management Systems (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - 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 (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Recruiting Automation (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes 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 ##### ## Agentic AI - Purchasing (3) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Agentic AI - Vendor Management (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Expense Management (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Invoice Management (3) Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Enterprise Payment (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Authentication & Authorization - Identity and Access Management (IAM) (1) Adaptive & Contextual Access Control Grant access based on user attributes, location, device posture or risk. Show More ##### ## Administration & Governance - Identity and Access Management (IAM) (5) Identity Lifecycle Management Automate onboarding, offboarding, and access reviews throughout user lifecycles. Self‑Service Account Management Enable users to reset passwords and update profiles without admin support. Member Accounts Accounts held by members of an organization User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Show More ##### ## Generative AI - Identity and Access Management (IAM) (3) AI‑Driven Access Anomaly Detection Identify unusual access patterns using machine learning models. Automated Policy Tuning Dynamically adjust access policies based on risk and AI-generated insights. Predictive Role Recommendations Suggest appropriate user roles based on usage patterns and peer behavior. Show More ##### ## AI Core Recruiting (4) Automated Resume Screening Identifies best-fit candidates by comparing job requirements with AI-derived insights from candidate data. End-to-End AI Recruiting Workflow Uses AI across the full recruiting lifecycle including sourcing, matching, screening, engagement, scheduling, and recruiter decision support. Adaptive AI Model Refinement Improves AI accuracy over time by using and adapting new information from hiring data, recruiter input, or labor market trends. Human Oversight Ensures human can review and validate all the AI-driven hiring functionalities, and adjust, or override AI-driven candidate recommendations and make final hiring decisions. Show More ##### ## AI Interviewing & Assessment (1) AI-Enabled Interviews & Assessments Conducts and evaluates candidate interviews or assessments using AI to interpret responses, identify patterns, and generate structured feedback. Show More ##### ## Job Content Creation (1) AI-Generated Job Descriptions Creates or enhances job descriptions using AI by analyzing role requirements, relevant skills, and market insights. Show More ##### ## AI Candidate Interaction & Outreach (3) Automated Interview Scheduling Coordinates interview times by syncing calendars and availability using AI-based scheduling tools. Conversational Chatbots & Virtual Assistants Allows candidate to interact with chatbots or virtual interviewers to answer questions or submit information. AI-Driven Outreach & Follow-Ups Uses AI to streamline and manage email or message sequences to automate candidate communication, outreach, and follow-ups. Show More ##### ## AI Candidate Evaluation & Insights (3) Recruiter Decision Support Surface actionable suggestions to recruiters for candidate selection or hiring improvements based on AI analysis of recruiting data. AI-Based Candidate Ranking Uses AI to evaluate resumes and application data to automatically sort candidates by likelihood of success in a role. AI-Based Candidate Assessment Uses AI to generate candidate scores using customizable or dynamic metrics such as skills match, experience, or assessment data. 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. Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Feedback Management (1) Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Show More ##### ## Recruitment Management (1) Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Show More ##### ## AI/Machine Learning (1) AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Interview Scheduling (1) Interview Scheduling Plan, organize and set up the date, time and location of a candidate's individualized interview Show More ##### ## Decision Support (1) Decision Support Tools that provide relevant information at specific times to support judgments and courses of action Show More ##### ## Assessment Management (1) Assessment Management Creation, administration, and evaluation of assessments or tests Show More ##### ## Job Description Management (1) Job Description Management Create, share, and manage the distribution of job descriptions/duties Show More ##### ## Human-in-the-loop (HITL) (1) Human-in-the-loop (HITL) Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. Show More ##### ## Talent Acquisition (1) Talent Acquisition Recruiting, tracking, and interviewing candidates and onboarding/training new employees Show More ##### ## AI Candidate Scoring (1) AI Candidate Scoring Use AI scoring and automated scorecards, and generate AI insights on candidates and the hiring process Show More ##### ## Video Interviewing (1) Video Interviewing Run synchronous or asynchronous video interviews Show More ##### ## Personalized Outreach (1) Personalized Outreach Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. Show More ##### ## Interview Management (1) Interview Management Create and track interviews with a reminder system Show More ##### ## Resume Parsing (1) Resume Parsing Automates the extraction and analysis of key information from resumes or CVs Show More ## Top-Rated Alternatives [ ![isolved](https://images.g2crowd.com/uploads/product/hd_favicon/13a7cc0061d21b68444997f6c3d85ca0/isolved.svg "isolved") isolved 4.3/5(1,320) ](https://www.g2.com/products/isolved/reviews) [ ![SAP SuccessFactors HCM](https://images.g2crowd.com/uploads/product/hd_favicon/edf2d15ffc689390deffd10a34a9fc03/sap-sap-successfactors-hcm.svg "SAP SuccessFactors HCM") SAP SuccessFactors HCM 4.1/5(1,657) ](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews) [ ![Paycor](https://images.g2crowd.com/uploads/product/hd_favicon/3d4b526c8b16bcdbe6eeeb5586149ed5/paycor.svg "Paycor") Paycor 4/5(1,910) ](https://www.g2.com/products/paycor/reviews) [ View All Alternatives ](https://www.g2.com/products/paylocity/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [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. [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. [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. [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. [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. Paylocity Comparisons ![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(4,324) [ Compare Now ](https://www.g2.com/compare/adp-workforce-now-vs-paylocity) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92c40d524b4c59065b5236d9589ac15b/paycom.png "Product Avatar Image") Paycom 4.6/5(6,942) [ Compare Now ](https://www.g2.com/compare/paycom-vs-paylocity) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_58f21922e25f1cf41919772fd94e79a9/rippling.png "Product Avatar Image") Rippling 4.8/5(13,251) [ Compare Now ](https://www.g2.com/compare/paylocity-vs-rippling) ##### 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) [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)[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)[Employee Experience](https://www.g2.com/categories/employee-experience)[Chatbots](https://www.g2.com/categories/chatbots)[Benefits Administration](https://www.g2.com/categories/benefits-administration)[Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems)[SAP Store](https://www.g2.com/categories/sap-store)[AP Automation](https://www.g2.com/categories/ap-automation)[Spend Management](https://www.g2.com/categories/spend-management)[Recruiting Automation](https://www.g2.com/categories/recruiting-automation)[Candidate Relationship Management](https://www.g2.com/categories/candidate-relationship-management)[Invoice Management](https://www.g2.com/categories/invoice-management)[Healthcare HR](https://www.g2.com/categories/healthcare-hr)[Identity and Access Management (IAM)](https://www.g2.com/categories/identity-and-access-management-iam)[Vendor Management](https://www.g2.com/categories/vendor-management)[Interview Scheduling](https://www.g2.com/categories/interview-scheduling)[Procure to Pay](https://www.g2.com/categories/procure-to-pay)[Purchasing](https://www.g2.com/categories/purchasing-software)[Enterprise Payment](https://www.g2.com/categories/enterprise-payment)[AI Recruiting](https://www.g2.com/categories/ai-recruiting) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What enterprise load balancing platforms have the best support for zero-downtime deployments so engineering teams can push updates without customer-facing interruptions?](https://www.g2.com/discussions/what-enterprise-load-balancing-platforms-have-the-best-support-for-zero-downtime-deployments-so-engineering-teams-can-push-updates-without-customer-facing-interruptions)[Which machine translation software is best for translating legal and technical documents at scale where accuracy and terminology consistency actually matter?](https://www.g2.com/discussions/machine-translation-which-machine-translation-software-is-best-for-translating-legal-and-technical-documents-at-scale-whe)[Which brand protection tools have the best reputation monitoring features for a PR or communications team tracking brand mentions alongside IP enforcement?](https://www.g2.com/discussions/which-brand-protection-tools-have-the-best-reputation-monitoring-features-for-a-pr-or-communications-team-tracking-brand-mentions-alongside-ip-enforcement) [What is the easiest CAD viewer for just opening DWG files without needing a full AutoCAD license that costs more than the actual work warrants?](https://www.g2.com/discussions/what-is-the-easiest-cad-viewer-for-just-opening-dwg-files-without-needing-a-full-autocad-license)[What brand protection tool is easiest to use and still powerful enough to actually catch violations without a dedicated IP enforcement team running it day to day?](https://www.g2.com/discussions/what-brand-protection-tool-is-easiest-to-use-and-still-powerful-enough-to-actually-catch-violations-without-a-dedicated-ip-enforcement-team-running-it-day-to-day)[Pros and Cons Details](https://www.g2.com/products/paylocity/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)