Retain Cloud Features
Platform (68)
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
Workforce Management Platform Features (23)
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Workforce Analytics
Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.
Self-Service Capabilities
Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.
Budgeting/Forecasting
Create budgets based on historical data and future projections
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Timesheet Management
Track the amount of time spent on a job or task
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sick Leave Tracking
Track and manage sick leave time
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Skills Tracking
Track employee skills, competencies, training & qualifications
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Planning (4)
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Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Real-Time Data
Receive data and information in real time
Optimization (3)
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Performance
Monitor the performance of each resource by project, portfolio, or resource type.
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Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
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Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Additional Functionality (79)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Real-Time Monitoring
Active monitoring of systems, applications, or networks
KPI Monitoring
Tracking the status of previously identified performance measurements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Task Management
Create, manage and track all task activities and progression
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Manufacturers
Intended to be used by manufacturers
Real-Time Reporting
Active reporting of data and metrics
Mobile Access
Access software remotely via mobile devices
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Historical Database
Archive of job costs for similar projects
Inventory Control
Monitor product stock levels
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Predictive Analytics
Predict future data based on historical data sets
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Skills Tracking
Track employee skills, competencies, training & qualifications
Utilization Reporting
Track the frequency of asset usage
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
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
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
API
Application programming interface that allows for integration with other systems/databases
Project Planning
Organize and schedule projects
Assignment Management
Assign issues and tasks based on availability or required skills
Customizable Fields
Customize data fields to support various needs and use cases
Multiple Projects
Ability to handle several projects simultaneously
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Resource Request
Approve or reject incoming requests for resources based on need and user permissions
Data Import/Export
Import and export data to and from software applications
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Updates
Receive system updates as soon as any changes are made
Project Templates
Pre-designed project plans that can be customized
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Real-Time Reporting
Active reporting of data and metrics
Shift Swapping
Managing and trading shift details between employees
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Document Storage
Store and organize documents in a centralized system
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Customizable Reports
Alter the layout and content of reports
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process.
Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy.