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# Resourceinn 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

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##### 
## 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.

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##### 
## 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## Sourcing (7)

Candidate Search

Searches for qualified candidates by integrating with career sites.

Career Page Configuration

Configures branded career page for the users website.

Candidate Sourcing

Proactive search for potential hires to fill current and future job openings and build talent pipelines

Job Posting

Posts job listings to job boards.

Candidate Sourcing Metrics

Reports where applicants are finding job listings.

Boolean Search

Capability to use a search engine via operators like AND, NOT, and OR

Resume Search

Search through the software for stored resumes

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##### 
## Candidate Management - Applicant Tracking System (18)

Candidate Evaluations

Enables users to share feedback on candidates.

Applicant Data Management

Stores applicant data that can be accessed by multiple people on a team.

Hiring Processes Tracking

Tracks a candidates spot in the hiring process.

Automated Resume Parsing

Analyzes resumes and applicant data based on user-selected preferences.

Scheduling

Integrates with calendars and allows the scheduling of phone screens and interviews.

Candidate-Facing Statuses

Enables candidates to view their position in the process.

Workflow Building

Enables the building of custom recruiting workflows.

Application Management

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

Candidate Management

Build, track, and maintain relationships with candidates

Task Management

Create, manage and track all task activities and progression

Pipeline Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Communication Management

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

Compliance Tracking

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

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

Application Management

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

Job Management

Manage and track all job information and associated tasks

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##### 
## Automation (1)

Process Automation

Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.

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##### 
## Logistics (7)

Dashboards & Reporting

Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.

Data Collection

Labor data collection options include web, mobile, and hardware.

Lanuguage Options

Provide multiple language options for a global user base.

Activity Dashboard

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

Real-Time Data

Receive data and information in real time

Real-Time Reporting

Active reporting of data and metrics

Payroll Reporting

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

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##### 
## Management (17)

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

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##### 
## 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

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##### 
## 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

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## Generative AI (5)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

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##### 
## 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

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##### 
## Agentic AI - Applicant Tracking Systems (ATS) (3)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Decision Making

Makes informed choices based on available data and objectives

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##### 
## AI - Applicant Tracking Systems (ATS) (4)

Predictive Insights

Admin can use predictive AI analytics to better match candidates to positions.

AI Job Description

Users can generate job descriptions with generative AI.

Chatbot

Provides an AI chatbot to guide users through the hiring process.

Generative AI

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

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##### 
## Additional Functionality (196)

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

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

Self Service Portal

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

Data Import/Export

Import and export data to and from software applications

Question Library

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Customizable Templates

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

Reminders

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

Recruiting Firms

Designed to be used by external or 3rd party recruiting or staffing firms

Talent Pool

Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role

AI Copilot

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

Scoring

Automatically calculate score after the assessment

Candidate Profiles

Record candidates' information such as role, professional qualifications, experiences, skills or attributes

Job Board

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

Internal HR

Designed to be used by internal recruiters or HR hiring managers

Reference Checking

Process used by hiring managers to get more information about a candidate by contacting previous employers

Careers Page

Web page to host job postings, show role descriptions or receive applications from potential candidates

Resume Storage

Upload and store resumes

Customizable Branding

Add customized logos and colors to align with company branding

Collaboration Tools

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

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Alerts/Notifications

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

Matching Engine

Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Social Recruiting

Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more

Onboarding

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

Reporting & Statistics

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

For Small Businesses

Designed for small businesses

Background Screening

Researching and validating a person's criminal, educational, job or financial records

Commenting/Notes

Leave comments and notes on documents for others to view

Billing & Invoicing

Create, manage, and send invoices or bills to customers

CRM

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

Resume Database

A searchable repository of candidate profiles

Email Marketing

Create and send email blasts/campaigns

Searchable Database

A collection of records that can be retrieved based on specific queries

GDPR Compliance

Ensure compliance with the General Data Protection Regulation protocols

Job Requisition

Request a new hire, explain the need, and determine available budget

Reminders

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Generative AI

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

Alerts/Notifications

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

W-2 Preparation

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

Multi-Country

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

Employee Database

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

Reporting & Statistics

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

Employee Self Service

Gateway through which employees can access the system

AI Copilot

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

Data Import/Export

Import and export data to and from software applications

Multi-State

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Tax Compliance

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Time Tracking

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

Customizable Reports

Alter the layout and content of reports

Web-based Deployment

SaaS, web-based, online deployment

Payroll Outsourcing

Delegate payroll processing to third party vendors

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Multi-Currency

Manage and handle various international currencies

Corporate/Business

Software specialized for corporate use

Chatbot

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

1099 Preparation

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

Auto Update

Automatic update of information / software

Time & Attendance

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

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Employee Onboarding

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

Batch Processing

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

Accounting

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

For Accountants

Software specialized for accountants and accounting firms

For CPA Firms

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

Multi-Location

Manage and support multiple locations

Reporting/Analytics

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

For Small Businesses

Designed for small businesses

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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##### Categories on G2

[
Payroll
](https://www.g2.com/categories/payroll)[
Performance Management
](https://www.g2.com/categories/performance-management)[
Core HR
](https://www.g2.com/categories/core-hr)

[
Time & Attendance
](https://www.g2.com/categories/time-attendance)[
Applicant Tracking Systems (ATS)
](https://www.g2.com/categories/applicant-tracking-systems-ats)[
HCM Software
](https://www.g2.com/categories/hcm-software)

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Is WorkStep worth it as an exit interview management platform for a frontline and commercial real estate workforce, or does a general survey platform like SurveySparrow cover the same ground at lower cost?
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ServiceTitan vs Jobber for a growing home services business that needs scheduling, invoicing and customer history in one place?
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Which aviation compliance monitoring tools provide audit-ready centralized incident and corrective action management?
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User-friendly workforce app for companies
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