[ Personio Reviews ](https://www.g2.com/products/personio/reviews) [ Personio Reviews ](https://www.g2.com/products/personio/reviews) # Personio 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 (95) 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 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. 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 ##### ## Administration (10) 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. 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 (10) 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 Show More ##### ## Platform Content (25) 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 Employee Pulse Surveys Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction. Survey Customization Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Science-based templates Provides content templates built by academics and/or practitioners and leverage science and research. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Digital Strategy Manages employer branding across mobile, digital, and social media. Candidate Relationship Management Offers a candidate relationship management (CRM) system to track and organize candidates across mobile, digital, and social media. Employer Branding Provides tools that help optimize employer branding on career sites, job portals, and employee testimonial pages. Job Management Manage and track all job information and associated tasks Employee Referral Management Manage and track employee referrals for open job positions Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Interview Management Create and track interviews with a reminder system Email Management Manage, store and organize emails within the system or via third-party apps Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Calendar Management Track and manage schedules and meetings via an integrated calendar Job Application Management Customizable Branding Add customized logos and colors to align with company branding Show More ##### ## Platform Additional Functionality (17) 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. Mobility Is accessible from a mobile device and by users on the go. Telephone Manages a telephone solution that customers can set-up and provide to their employees. Internal promotion Helps companies promote the whistleblowing hotline so they know when and how to access it. Employee Segmenting Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Peer Recognition Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed. Social Feedback Portal Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity. Employee Portal Online portal where employees can access and track their own information Surveys & Feedback Gauge satisfaction and receive information for improvement and success Peer-to-Peer Recognition Allows employees to praise one another in a social network-like feed visible to the whole organization Dashboard Has a centralized dashboard for users to interact with. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Platform Data (22) Time-to-Productivity Reporting Provides metrics on the time it takes a new hire to reach productivity. Onboarding Process Reporting Provides holistic Metrics on the onboarding process. Visualization Contains tools to visalize data sets or workflows. Reporting Provides analytics tools that reveal important business metrics and track progress. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Platform Search Find important content or files using keywords, metadata, tags, etc. Visualization Contains tools to visalize data sets or workflows Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Dashboard Has a centralized dashboard for users to interact with. Alerts and Notifications Sends notifications to users in-app or through email, text message or otherwise. Case Management Provides provides clients with analysis and reporting management. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Forms Management Store, manage and track all forms in a centralized location Incident Management Manage and track all disruptions and incidents Policy Management Create, manage, and track policies and procedures within an organization Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Data Storage Management Manage and store data in a database Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Real-Time Notifications Notifications that are delivered to users as soon as an event occurs 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 (17) 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 Security Secure solution so administers can maintain access rights and security. Employee Portal Employee portal lets employees log into the system to access all company and employee information. AI Uses AI processes to automate workflows by developing a comprehensive HR-knowledge base. Integration Offers integration to a wide variety of HR software solutions. Data Import/Export Import and export data to and from software applications Upload Ability to manually upload the employee roster name by name Employee Directory Offers a way for users to create and organize a staff directory that is entirely searchable. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Integrations & APIs API's typically enable integration of data, logic, objects, etc. with other software applications. User, Role and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. Show More ##### ## Management (22) 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 Ticketing Platform Tools that help create and manage a ticketing platform that facilitates cross-departamental communication. Single Sign-On The ability to sign onto a platform once and access a variety of software solutions without needing to sign into each one individually. Business Process Management Tools to create and organize business process flowcharts and documentation. Self-Service Web-based or intranet self-service portal enables employees to submit service requests. Dashboard & Reporting Dashboard and reporting on HR activities with workforce analytics capabilities. 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 ##### ## Customization (2) Customization Provides a customizable soltution that HR professionals can adjust to suite the organization's needs. HR Integrations Integrates with core HR software to access employee information. Show More ##### ## HR Content (3) Knowledge Management A place to create articles with important information about processes and other crucial information that is easily accessible by employees. Content Delivery Tools to create and deliver content throughout an organization. Document Management The ability to organize and manage a variety of documents. Show More ##### ## Editing & Design (5) Drag-and-Drop Offer drag-and-drop capabilities for editing the org chart. Update Offer the ability to update the list as a business grows. Customize Enable users to customize the design of the org chart. Details Allow users to indicate different roles and departments on the chart. Restructure Provide the ability to rearrange an exisiting chart in case of company restructure. Show More ##### ## Basics (7) Interoperability Connects to external systems and applications as needed to complete workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Reporting Provides analytics tools that reveal important business metrics and track progress. Ad hoc Reporting Generate one-off reports that meet information requirements 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 ##### ## Content (4) Automation Automates some or all operation related tasks Content Creation Contains tools that allow users to create original content directly within the application Distribution Features Features to distribute content through a variety of channels including job boards, social, websites, etc. Automation Automates some or all operation related tasks Show More ##### ## Platform Basics (18) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Internationalization Supports use by multi-national organizations with appropriate languages, currencies and other conversions. Security Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks. Reporting Provides anonymous reporting of activities involving misconduct, fraud, abuse, and other violations of company policies. Secure Provides safe and secure reporting of activities involving misconduct, fraud, abuse, and other violations of company policies. Performance Is consistently available (uptime) and allows users to submit reports reliably. Incident Reporting Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site Performance Benchmarking Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level. Reporting & Dashboards Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews. Interoperability Connects to external systems and applications as needed to complete team workflows. 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. Integrations Offers a built-in applicant tracking system (ATS) or integrates with third-party ATSs. Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure 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 ##### ## Platform Functionality (2) Customizability Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Additional Functionality (525) Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Biometric Recognition Facial or other physical recognition to confirm identity Clock In/Out Track employees' arrival and departure timings for payroll purposes Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Project Time Tracking Measure time to completion or hours worked for projects Audit Trail A record of all activities within the system, including user access, changes made, etc. Leave Tracking Manage and track employee attendance Multi-Location Manage and support multiple locations Access Controls/Permissions Define levels of authorization for access to specific files or systems Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lockout Periods Ensure employees can only clock in and out during certain times. Electronic Signature Digitally sign online documents Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Geofencing Virtual perimeter for a real-world geographic area Labor Forecasting Predict labor requirements based on past and present data/trends Employee Portal Online portal where employees can access and track their own information Employee Time Tracking Track and measure time worked for employees Punch card Clock in and out online or with a card Automatic Time Capture Automate recording of time to reduce human error Real-Time Reporting Active reporting of data and metrics Customizable Branding Add customized logos and colors to align with company branding Rewards Program Point or incentive based programs loyalty programs designed to increase customer engagement Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Learning & Development Facilitate training materials that help employees grow and progress in their positions Social Engagement Process of communicating with an online community and measuring the effectiveness of activity Chat/Messaging Communicate using direct chat or messages within the system Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Customizable Reports Alter the layout and content of reports Commenting/Notes Leave comments and notes on documents for others to view Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Profiles Centralized storage for employee data, records, and performance metrics Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Data Receive data and information in real time Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Scoring Automatically calculate score after the assessment AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Profiles Centralized storage for employee data, records, and performance metrics For Cloud Software that is accessible through the cloud with an active internet connection Employee Training Time Off Requests Tools that allow employees to request/schedule time off AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 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 Mind Maps Diagram used to organize information in a hierarchical way to show relationships Version Control Track revisions and updates made to files and navigate between different versions Calendar Management Track and manage schedules and meetings via an integrated calendar Time Off Requests Tools that allow employees to request/schedule time off Template Management Create, save, and re-purpose templates for emails, forms, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Templates Sample files or documents that could be customized as needed or used as is Real-Time Data Receive data and information in real time Smart Chart Legend Set rules to display fields in org chart to reduce clutter AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Management Store, manage, and track all electronic documents in a centralized location Design Management Collaborate on creating a product by sharing and adjusting designs through a shared portal SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Succession Planning Planning, tracking and developing internal talent for future key position filling Real-Time Notifications Notifications that are delivered to users as soon as an event occurs API Application programming interface that allows for integration with other systems/databases 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 Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Visualization Graphical representation of data Workflow Management Create, design and manage workflows for repetitive tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Interactive Elements Various components within a system including buttons, clickable icons, hover effects, and more Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository HR Management Automates core HR functions such as talent management, employee evaluation and learning management Commenting/Notes Leave comments and notes on documents for others to view Customization Create labels for products that contain required information such as colors, sizes, dates, etc. Publishing/Sharing Share pre-configured sets of data organized and presented in a specific manner with the organization Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Task Management Create, manage and track all task activities and progression Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Single Sign On Allow users to access multiple services after entering their login credentials once Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases Training Management Track employee/learner's progression through training programs Customizable Reports Alter the layout and content of reports Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Contact Management Manage, organize, and store contact information Surveys & Feedback Gauge satisfaction and receive information for improvement and success Employee Photos Store photos of employees Employee Management Track employee schedules, availability, and performance across projects and tasks Org Chart Creation Create and design org charts that include an organization's structure information, contact information, illustrations, and more 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 Single Sign On Allow users to access multiple services after entering their login credentials once Phone Polling Survey or poll in which voice broadcast recipients can communicate responses via the phone Online Polling Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page Support Audio/Images/Video Allow media to be embedded in the question or answer options Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Data Visualization Graphical representation of data Survey/Poll Management Create and administer polls and surveys Generative AI Use AI to generate content in the form of text, images, videos, etc. Word Clouds Visual representations of words that give greater prominence to words that appear more frequently Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Fields Customize data fields to support various needs and use cases Template Management Create, save, and re-purpose templates for emails, forms, etc. Email Management Manage, store and organize emails within the system or via third-party apps Interactive Content Allow the audience to interact or engage with the content Q&A Management Allow users to collaborate and ask questions regarding folders and/or documents within the system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Activity Tracking Track and document all activities across devices, networks, and other systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service API Application programming interface that allows for integration with other systems/databases Data Cleansing Removes data that is incomplete, inaccurate, or irrelevant from a dataset Email Marketing Create and send email blasts/campaigns Data Security Protect sensitive data for digital privacy Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations URL Customization Modifying a website's URL to enhance readability, branding, or campaign alignment Question Piping Integration of respondents' answers from previous survey questions into subsequent questions or text Offline Response Collection Practice of collecting data and responses for market research/surveys without an internet connection Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities NPS Survey Structure Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Import/Export Import and export data to and from software applications Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) Customer Segmentation Process of dividing customers into groups based on common characteristics Response Quotas Limit the number of participants with certain characteristics you want to complete the survey Multi-Language Manage and support multiple languages Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Email Reminders Reminders sent via email Gamification Games or game-like elements to track progress and reward accomplishments Randomization Randomize the displayed order of questions and answer options Internal Meetings For use in meetings within the company AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Analytics Tools for the systematic analysis of various types of data or statistics Customizable Forms Customize contracts and forms to collect specific information Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Import/Export Import and export data to and from software applications Multi-Currency Manage and handle various international currencies Approval Process Control Manage the process of evaluating documents or requests submitted for approval Background Screening Researching and validating a person's criminal, educational, job or financial records Enrollments/Onboarding Manage the enrollment and onboarding of all new members and accepted applications Labor Cost Reporting Report on the allocation and distribution of labor costs across projects Billing & Invoicing Create, manage, and send invoices or bills to customers Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Time & Attendance Track and manage employee's work hours to improve payroll accuracy Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Language Manage and support multiple languages Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Country Pay employees in multiple countries using correct currencies and correct tax deduction amounts Customizable Branding Add customized logos and colors to align with company branding Workflow Management Create, design and manage workflows for repetitive tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Storage Store and organize documents in a centralized system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Benefits Management Record employee's benefit plans and selections throughout career progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compensation Plan Modeling Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Email Templates Pre-made examples and templates for emails Employee Profiles Centralized storage for employee data, records, and performance metrics Attendance Tracking Track the attendance of specific individuals or groups Real-Time Analytics Analyze and gain insights into data in real-time Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Real-Time Reporting Active reporting of data and metrics Turnover Tracking Document Management Store, manage, and track all electronic documents in a centralized location Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Employee Management Track employee schedules, availability, and performance across projects and tasks Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Employee Self Service Gateway through which employees can access the system Employee Portal Online portal where employees can access and track their own information Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Visualization Graphical representation of data Performance Appraisal Evaluation process that provides feedback on an employee's job performance Task Management Create, manage and track all task activities and progression Ad hoc Reporting Generate one-off reports that meet information requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Secure Data Storage Securely stores data to prevent data loss or breaches Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization API Application programming interface that allows for integration with other systems/databases HR Metrics Library Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Succession Planning Planning, tracking and developing internal talent for future key position filling Predictive Modeling Analyzing historical and current data and generating a model to help predict future outcomes. Customizable Reports Alter the layout and content of reports Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Training Management Track employee/learner's progression through training programs Survey/Poll Management Create and administer polls and surveys Leave Tracking Manage and track employee attendance Customizable Reports Alter the layout and content of reports 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 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Single Sign On Allow users to access multiple services after entering their login credentials once Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Job Scoring Assigning value to each job based on its relative worth AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Forms Customize contracts and forms to collect specific information Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Customizable Branding Add customized logos and colors to align with company branding For Job Analysts Intended to be used by job analysts Benchmarking Compare key metrics for the business against prominent players in the industry Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Talent Acquisition Recruiting, tracking, and interviewing candidates and onboarding/training new employees Generative AI Use AI to generate content in the form of text, images, videos, etc. Multi-Language Manage and support multiple languages Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Job Comparison Comparison of multiple jobs Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Status Tracking Track the status over time for a request, process, asset, or transaction Factor-based Evaluation Factors used to evaluate a job such as knowledge, skills, and abilities Electronic Signature Digitally sign online documents Match & Merge Looking at data from different sources and finding possible duplicates, or identical matches Secure Data Storage Securely stores data to prevent data loss or breaches Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integrations Set up connections to third-party platforms to improve business processes HR Management Automates core HR functions such as talent management, employee evaluation and learning management Timesheet Management Track the amount of time spent on a job or task Leave Tracking Manage and track employee attendance Team Calendars Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Absence Management Manage and track employee attendance Time Off Requests Tools that allow employees to request/schedule time off Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Approval Workflow Route documents and other data through one or more stakeholders for review and approval Time Off Management Track and manage employee time-off, vacation, and sick leave requests Customizable Reports Alter the layout and content of reports Leave Policy Management Create and manage leave policies including multiple policies per department, branch, shift, region, etc. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Email Templates Pre-made examples and templates for emails Background Screening Researching and validating a person's criminal, educational, job or financial records Chatbot AI-based platform which conducts a conversation via auditory or textual methods Talent Acquisition Recruiting, tracking, and interviewing candidates and onboarding/training new employees Generative AI Use AI to generate content in the form of text, images, videos, etc. Job Board Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences Campaign Analytics Track and interpret campaign performance metrics Data Import/Export Import and export data to and from software applications Careers Page Web page to host job postings, show role descriptions or receive applications from potential candidates Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle SMS Messaging Send messages via SMS Built-in ATS Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Internal HR Designed to be used by internal recruiters or HR hiring managers Customizable Reports Alter the layout and content of reports Email Marketing Create and send email blasts/campaigns Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Resume Parsing Automates the extraction and analysis of key information from resumes or CVs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Multi-Language Manage and support multiple languages Data Import/Export Import and export data to and from software applications Data Capture and Transfer Import, collect, and capture data from multiple sources Categorization/Grouping Organize and group data or items based on various criteria Risk Analysis Analyze potential risks across the organization Chat/Messaging Communicate using direct chat or messages within the system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Web Forms Web form that allows users to enter data that is sent and processed for different reasons Multimedia Support Supports various file formats Single Sign On Allow users to access multiple services after entering their login credentials once Customizable Forms Customize contracts and forms to collect specific information Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Alerts/Escalation System alerts about the need to escalate an issue or request Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations API Application programming interface that allows for integration with other systems/databases Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Mobile Access Access software remotely via mobile devices Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Audit Trail A record of all activities within the system, including user access, changes made, etc. Risk Assessment Initiate collection and analysis of known risks Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data FDA Compliance Track and ensure quality of products in accordance with food and drug administration (FDA) act Customizable Branding Add customized logos and colors to align with company branding Surveys & Feedback Gauge satisfaction and receive information for improvement and success Third-Party Integrations Set up connections to third-party platforms to improve business processes Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Configurable Workflow Configure existing workflows to meet your organization's needs Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Sarbanes-Oxley Compliance Regulations on a company's internal process when dealing with financial reporting Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Real-Time Monitoring Active monitoring of systems, applications, or networks Access Controls/Permissions Define levels of authorization for access to specific files or systems Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Reports Alter the layout and content of reports Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Show More ##### ## Recruiting and Onboarding (6) 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. Job Posting Ability to post job descriptions and allow candidates to apply within software or on company's website. Show More ##### ## Platform Performance (3) Marketing Automation Automate workflows and trigger campaigns based on customer actions File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Platform Content (4) Employee Tracking Tracks employees’ progress, skills, and experience to develop and retain internal talent Employee Development Provides employee development, self-assessments, manager support, internal talent discovery, mobility management, and more. Career Development Provides tools that manage employee career development, employee growth, and job progression. Progress Tracking Reporting on how each user, task or process has advanced since its initiation Show More ##### ## Platform Additional Functionality (20) Dashboard Has a centralized dashboard for users to interact with. Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities. Task Management Provides task prioritization and management abilities. Payment Contains built-in payment processing capabilities or integrates with payment processing software. Portal Contains a portal to facilitate third-party or client application access. Integrations Integrates with HR software solutions for ease of management and employee access Internal Talent Mobility Movement of employees across roles within the same company Employee Portal Online portal where employees can access and track their own information Learning Management Organize and track educational activities Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Forms Management Store, manage and track all forms in a centralized location Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Employee Management Track employee schedules, availability, and performance across projects and tasks Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Review Management Create, fill out, and send performance reviews to individual employees Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization 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 ##### ## Survey Management (7) Survey Builder Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Templates Offers pre-built templates for creating surveys with different audiences or use cases Survey Distribution Provides tools for distributing surveys through email, SMS, social media, etc. Mobile Survey Distribute a survey via mobile devices Site Intercept Survey Survey popup over a webpage to specific users based on their behavior Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Show More ##### ## Survey Customization (2) Branding Allows users to customize survey colors, logos, and URLs to match company branding Multilingual Surveys Allows for creation of surveys in different languages and advanced survey translation Show More ##### ## Survey Insights (9) Reporting & Analytics Provides tools to visualize and analyze data BI Tools Integration Allows integration with third -party reporting and business intelligence applications Data Exporting Allows users to export reports from the product into an .xsl, .csv, or .pdf file Permissions Allows administrators to set permissions on viewing, filtering, or sharing survey results Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Presentation Tools Share and present designs Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Real-Time Data Receive data and information in real time Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Show More ##### ## Reports (5) Score Cards Score cards visually track key performance indicators (KPIs) Customizability Reports can be customized based on the intended audience, available data, length, and depth Graphs and Charts The outputs of reports are customizable in using graphs and charts Dashboards Real-time up to date outputs can be created to provide information to decision makers and leadership Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Cleaning (3) Filtering Raw data is able to be filtered into outputs with only the data useful for the analysis Levels of Measurement Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs Transformation Change the data format into csv., html, xml, etc. Show More ##### ## Compatability (3) HCM and HRMS Integrates with HR suites such as an HRIS, HCM, or HRMS. Entrepreneur Scalable to handle small and larger volumes of workers for eterprise and startup applications. Immigration and Relocation Manages immigration or relocation process. Show More ##### ## Benefits (2) Branded Shopping Provides marketplace with rewards, deals, or other incentives on shopping/merchandize for employees as a perk. Other Benefits Handles reitrement, insurance, workers comp, and other benefits for employees. Show More ##### ## Generative AI (5) 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. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Recruitment Platform - Recruitment Platforms (6) User Permissions Gives administrators the power to restrict views, functionality, access, and abilities by role. Interviews Schedules, manages, and hosts live or records video interviews. Dashboard Provides a detailed analytics dashboard with customization options. Internationalization & Locationalization Allows users to use the platform in multiple languages and provides localization options Customization Lets administrators customize to accomodate unique workflows with custom rules, fields, views, or algorithms. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Recruitment AI - Recruitment Platforms (3) Candidate Matching Provides advanced candidate matching or allows for the creation of an "ideal" candidate profile. Gen AI in Talent Acquisition Provides generative AI for the creation of job descriptions, onboarding materials, or talent acquisition tasks. Engagement Uses automated messaging, tracking, or a chatbot to assist in candidate engagment. Show More ##### ## Agentic AI - Org Chart (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting 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 - 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 - Recruitment Platforms (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 - Survey (4) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Show More ##### ## Expanded Functionality - Employer of Record (EOR) (18) M&A Supports hiring and employment transitions during mergers, acquisitions, or entity changes. Enterprise Consulting Provides expertise or HR consulting for complex employment scenarios beyond standard hiring needs. Contractor Management Supports both employee and contractor management across global markets. Permit Management Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Immigration Management Oversee procedures for cross-border movement Global Sourcing Management Procure goods, materials, or services from international suppliers Contract/License Management Track, store, and access client contracts or licenses Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Time Off Management Track and manage employee time-off, vacation, and sick leave requests Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Expense Management Plan, pay and track business related expenses. Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Immigration Management Oversee procedures for cross-border movement Show More ##### ## Core Functionality - Employer of Record (EOR) (2) Compliance Maintains compliance with local labor laws, tax regulations, and other employment across countries. Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Show More ##### ## AI Capabilities - Employer of Record (EOR) (2) AI Automation Uses automation or AI to streamline compliance guidance and employment workflows. AI Agent Comes with an agentic agent capable of handling EOR activities with little human-in-the-loop intervention necessary. 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[View Glossary](/glossary) [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. [Peer Recognition](/glossary/peer-recognition) Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices. 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