Rippling Features
Core HR (23)
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Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
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Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
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Expense Management
Contains functionality for employees to submit expenses reports and track reimbursments
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Salary Structures
Manages position descriptions and pay grades/structures for each role
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Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
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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
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Benefits Management
Record employee's benefit plans and selections throughout career progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
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Workflow Management
Create, design and manage workflows for repetitive tasks
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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
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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
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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
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Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
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Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
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Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
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Training Management
Track employee/learner's progression through training programs
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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
Platform (119)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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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
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Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
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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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Tools
Tools that manage time tracking, payroll, benefits, and compliance.
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Management
Optimize employee life cycle management from onboarding to retirement.
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Access
Access to a comprehensive range of services across HR, talent, benefits, and compliance.
Mobile Access
Access software remotely via mobile devices
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Expense Management
Plan, pay and track business related expenses.
Certification Management
Track and ensure employees obtain necessary skill sets/certifications
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Benefits Management
Record employee's benefit plans and selections throughout career progression
Workforce Management
A set of processes to optimize the productivity of its employees
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Client Management
Manage contact details and communication with clients
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Employee Self Service (4)
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Web Portal
Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
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Benefits Manager
Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
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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
Administration (10)
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Payroll Entry
Allows administrator to enter payroll for all employees based on salary or total hours worked.
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Time Off Accrual
Calculation and tracking of sick and vacation days.
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Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
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Expense Reimbursement
Allows administrator to reimburse employees for business-related purchases.
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Pre-tax Deductions
Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
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Wage Garnishment
Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
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Approvals
Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
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Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
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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.
Taxes (3)
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Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
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Tax Filing
Files payroll tax forms automatically for federal, state, and local taxes.
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Automatic Tax Payment
Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Integration (13)
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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.
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Time Tracking Integration
Enables administrator to import hours from time tracking systems.
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Accounting Integration
Provides standard integration with third party accounting software.
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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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HR/HCM
Ability to integrate with multiple HR and HCM software solutions.
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Finance
Provides integration with accounting and ERP software.
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Other
Integration with other corporate software solutions such as travel and expense.
Workforce Management Platform Features (30)
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Labor Forecasting
Predict the number and types of employees necessary to meet anticipated demand to control labor costs.
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Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
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Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
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Absence & Leave Management
Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.
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Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
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Succession Planning
Identify high performing employees with potential to be promoted with minimal development.
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Workforce Analytics
Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.
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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.
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Mobile Shift Scheduling
Managers and employees can create or claim available work shifts and receive notifications on their mobile device.
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Team Communication
Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.
Budgeting/Forecasting
Create budgets based on historical data and future projections
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Timesheet Management
Track the amount of time spent on a job or task
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sick Leave Tracking
Track and manage sick leave time
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Skills Tracking
Track employee skills, competencies, training & qualifications
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Benefits Administration Platform Features (36)
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Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
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Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
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Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
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Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
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Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
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Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
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Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
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Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Deduction Management
Determine what amounts employees should contribute towards their benefits from each paycheck
Training Management
Track employee/learner's progression through training programs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Workflow Management
Create, design and manage workflows for repetitive tasks
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Retirement Plan Management
Set up and manage retirement benefits for your employees
Provider Management
System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Portal
Online portal where employees can access and track their own information
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Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
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Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
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Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
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Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
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Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
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Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
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Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
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Benefits Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.
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Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
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Integrations / APIs
The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Mobility
Is accessible from a mobile device and by users on the go.
Sourcing (7)
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Candidate Search
Searches for qualified candidates by integrating with career sites.
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Career Page Configuration
Configures branded career page for the users website.
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Candidate Sourcing
Proactive search for potential hires to fill current and future job openings and build talent pipelines
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Job Posting
Posts job listings to job boards.
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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
Candidate Management - Applicant Tracking System (18)
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Candidate Evaluations
Enables users to share feedback on candidates.
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Applicant Data Management
Stores applicant data that can be accessed by multiple people on a team.
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Hiring Processes Tracking
Tracks a candidates spot in the hiring process.
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Automated Resume Parsing
Analyzes resumes and applicant data based on user-selected preferences.
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Scheduling
Integrates with calendars and allows the scheduling of phone screens and interviews.
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Candidate-Facing Statuses
Enables candidates to view their position in the process.
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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
Platform Content (13)
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Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
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E-Forms
Provides electronic forms for employees to complete.
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E-Signature
Enables new hires to sign forms electronically.
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Background Checks
Enables the employer to perform background checks.
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Offer Letter Approvals
Provides user with offer letter templates.
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Offer Letter Templates
Enables all stakeholders to approve offer letters.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Automation
Automates some or all operation related tasks.
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File Sharing
Provides robust sharing options for communication with employees.
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Content Library
Provides users with a pre-built library of useable HR compliance content.
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Automation
Automates some or all operation related tasks.
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
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Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (25)
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Self-Service Portal
Enables employees to login and view their onboarding process.
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Automated Team Introductions
Introduces new hires to employees based on org chart.
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Compliance Training
Provides training on relevant compliance issues.
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Automated Onboarding Workflows
Provides workflows which track new hire progress.
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Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
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Onboarding
Onboard workers via online, classroom, or external training.
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Pre-qualifiation
Pre-qualify contract workers via reference, record, background check.
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Onsite Monitoring
Monitor contractor onsite activities, performance, etc.
Subcontractor Monitoring
Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
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Integrations
Integrates with business solutions such as payroll, workforce management, POS systems, etc.
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Mobility
Is accessible from a mobile device and by users on the go.
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Forecasting
Forecasts scheduling needs based on important KPIs.
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Task Management
Provides task prioritization and management abilities.
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Portal
Contains a portal to facilitate third-party or client application access.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Labor Management
Manage the attendance, schedule, and payroll of the labor workforce
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Shift Management
Facilitate the scheduling and coordination of employee shifts
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Timesheet Management
Track the amount of time spent on a job or task
Platform Data (11)
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Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
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Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
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Visualization
Contains tools to visalize data sets or workflows.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
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Platform Search
Find important content or files using keywords, metadata, tags, etc.
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Visualization
Contains tools to visalize data sets or workflows
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
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Visualization
Contains tools to visalize data sets or workflows.
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Platform Search
Find important content or files using keywords, metadata, tags, etc.
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Course Authoring (4)
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Course Builder
Enables user to create courses.
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Role-Based Templates
Provides templates for course creation based on industry or role.
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Assessments & Quizzes
Designs and administrates tests and quizzes.
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Instructor-Led Training
Enables for design of classes that are led by an instructor.
Course Delivery (10)
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Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
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Communication & Notifications
Provides functionality to communicate and send notifications to users.
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Assignment Scheduling
Enables users to plan assignments and dispense them automatically.
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Mobile Learning
Access for students to complete learning materials on mobile platforms
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Social Learning
Create tools to promote social interaction and learning between students/trainees and instructors/trainers
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Extended Enterprise Learning
Training that is provided to learners outside of a company
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Course Management (5)
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Gamification
Motivates users by tracking points, achievements, and badges.
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Varied User Types
Limits user access to certain functionality and courses.
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Certifications
Provides custom certifications to distribute after course completion.
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Industry Compliance
Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more.
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
LMS Marketplace (3)
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E-Commerce
Enables user to sell their courses and receive compensation electronically.
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Course Marketplace
Enables users to purchase and consume courses via an online marketplace.
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Subscriptions
Enables user to sell and manage subscriptions to created courses.
Interface (2)
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White Labeling
Customizes LMS experience with custom branding, personalized URL, and more.
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Multilingual
Provides multiple language choices.
Compliance (6)
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Compliance Support
Compliance support for employer liability, HR best practices, legal and workplace risks and liabilities.
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Safety Program
Safety program that follows OSHA regulations, limits regulatory penalties, and includes a dedicated safety representative.
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Certified Assistance
Provides IRS-certified withholding, reporting, and payment of federal employment tax obligations as well as determining federal tax credits.
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Governance
Offer standard processes and workflows across countries to reduce the risk of noncompliance.
-
Country-Specific
Provide documents and templates for country-specific payroll compliance.
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Internal Policies
Deliver templates and workflows to create and enforce internal policies for global payroll.
Support (7)
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Scale
Scale PEO services to match every business's needs.
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Specialist Guidance
Specialists provide guidance to help businesses evaluate all PEO service options.
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Consulting
HR consulting provides additional support and guidance around best practices when dealing with leaves of absence, terminating employees, corporate wellness, and managing overtime.
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Invoicing
Detailed invoicing itemizes all costs and services.
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Implementation
Implementation services to help set up account, import data, and learn how to use associated platform.
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Support
Administrator and employee access to help and support resources.
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Assistance
Access to HR and payroll advice, support, and educational assistance.
Automation (1)
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Process Automation
Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.
Logistics (6)
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Dashboards & Reporting
Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.
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Data Collection
Labor data collection options include web, mobile, and hardware.
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
Management (17)
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Schedule Creation Tools
Tools that help in scheduling and shift creation and management.
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Schedule Management
Tools that manage vacation, holidays, absences, breaks, and overtime.
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Employee Leave Management
Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.
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User Access
Grant access to select features and data based on the users' role, both internally and externally.
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User Role Access
Provides employees self service access and managers a centralized view.
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Employee Information
Ability to manage employee information.
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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
Monitoring (4)
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Regulations Enforcement
Enforce federal, state, and organization regulations.
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Compliance Monitoring
Monitor and maintain compliance.
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Integration
Provide integrations with payroll software.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Processing (4)
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Multi Country
Ability to process payroll in multiple countries, languages, and currencies.
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Data Consolidation
Consolidate and map payroll data from various sources in various formats.
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Data Quality
Include tools and best practices for payroll data accuracy checks and controls.
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Rules
Define and implement payroll processing logic for earning, deductions, bonuses, and other types of revenue.
Reporting (6)
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Benchmarking
Define local and global benchmarks to assess the competitiveness of compensation strategies.
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Cost Tracking
Analyse payroll costs across multiple countries and business entities, or by employee role.
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Dashboards
Dashboards can be used to manage payroll for a global or local workforce.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Platform Basics (16)
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Internationalization
Supports use by multi-national organizations with appropriate languages, currencies and other conversions.
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Security
Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks.
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Interoperability
Connects to external systems and applications as needed to complete workflows.
-
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
-
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.
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Portal
Contains a portal to facilitate third-party or client application access.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
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Performance
Performs and secures payments efficiently on both the user and the consumer ends
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Portal
Contains a portal to facilitate contractor access to payments
Platform Functionality (26)
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Customizability
Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Mobility
Is accessible from a mobile device and by users on the go.
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Document management
Manages necessary docuements for ease of visibiltiy and access.
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Requalification
Automated compliance renewal notifications.
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Compliance
Tracks contractor compliance levels and renewa dates.
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Task Management
Create, manage and track all task activities and progression
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Proposal Management
Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Job Management
Manage and track all job information and associated tasks
Timesheet Management
Track the amount of time spent on a job or task
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Platform Performance (2)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Application Monitoring
Contains application performance monitoring capabilities.
Training & eLearning (33)
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Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
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Customer Training
Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
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Manager Portals
Allows managers to see progress of team members.
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Content Storage and Management
Provides functionality to store, organize, and search all training content.
Interactive Content
Allow the audience to interact or engage with the content
Skills Tracking
Track employee skills, competencies, training & qualifications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Course Management
Create, organize, and assign courses to users
Contact Management
Manage, organize, and store contact information
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Learning Management
Organize and track educational activities
Assignment Management
Assign issues and tasks based on availability or required skills
Assessment Management
Creation, administration, and evaluation of assessments or tests
Learner Portal
Students can access materials and communicate with instructors via their online student profile
Content Library
Centralized repository to store content and assets
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Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
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Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
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Content Creation
Creates training materials for instructor- and self-led courses.
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Customer Training
Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
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Manager Portals
Allows managers to see progress of team members.
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Content Storage and Management
Provides functionality to store, organize, and search all training content.
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Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Course Tracking
Track which progress and course materials have been completed by each user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Course Management
Create, organize, and assign courses to users
Assessment Management
Creation, administration, and evaluation of assessments or tests
Training Management
Track employee/learner's progression through training programs
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Learner Portal
Students can access materials and communicate with instructors via their online student profile
Recruiting and Onboarding (2)
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Interview Scheduling
Coordinates interview scheduling via email, phone, or text
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Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Operations (5)
Personnel Management
Maintains, tracks, and reports on stored records and database of all medical employees and personnel
Talent Management
Assists HR responsibilities throughout the entire employee lifecycle, from recruitment and hiring to offboarding
Regulation and Compliance
Ensures and maintains compliance across the health care organization
Metrics and Reporting
Tracks and generates metrics and reports regarding the health and vitality of the organization
Third-Party Integrations
Streamlines integration with third-party HR solutions for comprehensive employee, facility, and benefits management
Responses (4)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Multi-Language
Manage and support multiple languages
Performance reviews (5)
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360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
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Customizable Forms
Provides customizable employee review forms and questions.
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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
Goals (2)
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Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
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Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (6)
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Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
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Requesting Feedback
Allows employees or managers to request feedback from other employees.
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1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
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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
Data (4)
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Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
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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
Platform Administration (3)
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Integrations
Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.
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Compliance
Maintains compliance with payroll regulations.
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Reporting
Provides analytics tools that reveal payment metrics of contractors over time
Platform Payment Content (3)
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Document management
Manages necessary information of contractors for ease of visibiltiy and access.
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Invoicing Tool
Generates invoices from HR departments for managing freelance, contract, and extended workforce.
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Wage access
Gives employees the ability to view, manage, and withdraw earned wages before payday.
Reports (5)
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Score Cards
Score cards visually track key performance indicators (KPIs)
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Customizability
Reports can be customized based on the intended audience, available data, length, and depth
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Graphs and Charts
The outputs of reports are customizable in using graphs and charts
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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
Cleaning (3)
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Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
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Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
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Transformation
Change the data format into csv., html, xml, etc.
Intermediate GEP features (2)
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International Hiring Support
Users can hire international contractors from the platform.
-
Pre-built Integrations
Has built-in integrations or interoperability with other HR software.
Other GEP Features (4)
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Compliance Managenent
Assists with compliance management.
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Analytics
Users can access complex analytics or business intelligence to optimize wokforce.
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Hiring Support
Useful as a core HR/HRIS product in addition to talent acquisition.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Compatability (3)
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HCM and HRMS
Integrates with HR suites such as an HRIS, HCM, or HRMS.
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Entrepreneur
Scalable to handle small and larger volumes of workers for eterprise and startup applications.
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Immigration and Relocation
Manages immigration or relocation process.
Benefits (1)
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Other Benefits
Handles reitrement, insurance, workers comp, and other benefits for employees.
Generative AI (22)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text 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.
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
-
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-to-Image
Provides the ability to generate images from a text prompt.
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Text-to-Image
Provides the ability to generate images from a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Resource Planning - Workforce Planning (4)
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Reconciliation
Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
-
Headcount Planning
Provides overview of planning and prediction for current and future employee headcount
-
Reporting
Outputs reports on headcount and budgeting analytics
-
Expense Planning
Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits
Human Resources - Workforce Planning (4)
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Integrations & APIs
Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
-
Compensation Bands
Provides overview of salaray ranges in relation to job levels
-
Org Chart
Offers the ability to rearrange company hierarchy and employee details in a chart format
-
Recruitment Workflows
Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders
Automation - AI Agents (7)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Natural Language Processing
Process and analyze human language in text or audio form
Simulation and Scenario Generation
Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Agentic AI - Performance Management (3)
Succession Planning
Manages talent pool to ensure key indivduals are being prepared for key roles.
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Multi-step Planning
Ability to break down and plan multi-step processes
-
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Corporate Learning Management Systems (3)
-
Adaptive Learning
Improves performance based on feedback and experience
-
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
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
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
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.
Conversational Automation - AI Agents for HR (2)
Conversational Assistants
Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.
Multi‑Language Support & Localization
Interacts fluently across multiple languages and regions, adapting tone and HR context.
Task Automation - AI Agents for HR (1)
Autonomous Task Execution
Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.
Predictive Analytics - AI Agents for HR (1)
Attrition and Engagement Prediction
Supports analysis sentiment and behavior data to signal disengagement or flight risk.
Compliance & Policy - AI Agents for HR (1)
Policy Enforcement & Compliance
Automatically enforce local regulation and company policy during HR workflows.
Multi‑System Integration - AI Agents for HR (1)
System Integration & Data Access
Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.
Proactive Intervention - AI Agents for HR (1)
Proactive Nudges & Conversation Support
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.
Agent Governance - AI Agents for HR (1)
Human‑in‑the‑Loop Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations.
Talent Acquisition & Recruitment - AI Agents for HR (2)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates.
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication.
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
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
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.
IP Rights - Contractor of Record (2)
NDA
Stores and handles NDAs for contractors' employment through platform.
IP
Protects intellectual property and/or allows for IP transfer in contractor engagements.
Payment - Contractor of Record (2)
Invoice
Automates invoice generation and payment.
Consolidate
Consolidates contractor billing into a single relationship or invoice.
Core - Contractor of Record (7)
Onboarding
Provides onboarding software for contractors.
Mediation
Mediates conflicts and provides resolution between contractors and companies.
CoR
Provides a contract intermediary through the legal Contractor of Record (CoR) arrangement to hire contractors across country lines.
Risk
Measures worker misclassification risk via risk-assessment workflows.
Offboarding
Handles termination or offboarding for contractors.
Payment
Pays local contractors without the need to set up local entities.
Compliance
Handles or advises on compliance for employment/payment in multiple countries.
Additional Functionality (602)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Status Tracking
Track the status over time for a request, process, asset, or transaction
Sick Leave Tracking
Track and manage sick leave time
Overtime Calculation
Manage and record overtime hours for hourly employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
API
Application programming interface that allows for integration with other systems/databases
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Biometric Recognition
Facial or other physical recognition to confirm identity
-
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Leave Tracking
Manage and track employee attendance
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lockout Periods
Ensure employees can only clock in and out during certain times.
Electronic Signature
Digitally sign online documents
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Geofencing
Virtual perimeter for a real-world geographic area
Labor Forecasting
Predict labor requirements based on past and present data/trends
Employee Portal
Online portal where employees can access and track their own information
Employee Time Tracking
Track and measure time worked for employees
Punch card
Clock in and out online or with a card
Automatic Time Capture
Automate recording of time to reduce human error
ACA Reporting
Collect data and compile reports to stay in compliance with Affordable Care Act requirements
Real-Time Reporting
Active reporting of data and metrics
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Leave Tracking
Manage and track employee attendance
COBRA Administration
Manage mandated benefit continuation for employees who no longer work for the company for a limited time period
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Sick Leave Tracking
Track and manage sick leave time
Life Insurance Administration
Set up and manage life insurance benefits for your employees
Health Insurance Administration
Set up and manage health insurance benefits for employees
Benefits Administration Outsourcing
Delegate benefits administration to third party vendors
Disability Insurance Administration
Set up and manage short and/or long term disability insurance benefits
Attendance Tracking
Track the attendance of specific individuals or groups
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Customizable Reports
Alter the layout and content of reports
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Document Storage
Store and organize documents in a centralized system
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
HSA/FSA Administration
Set up and manage health savings and flexible spending accounts for your employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Sick Leave Tracking
Track and manage sick leave time
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Overtime Calculation
Manage and record overtime hours for hourly employees
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Mobile Access
Access software remotely via mobile devices
Customizable Reports
Alter the layout and content of reports
Schedule Distribution
Assign and distribute work schedules to individual employees or teams within an organization
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Location
Manage and support multiple locations
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Shift Scheduling
Schedule shifts via online calendars and available employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Labor Cost Calculator
Calculate labor costs associated with employing a workforce, including wages, salaries, benefits
Shift Swapping
Managing and trading shift details between employees
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Messaging
Communicate using messages within the system
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
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Alerts
Notifications via mobile devices
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Biometric Recognition
Facial or other physical recognition to confirm identity
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Data
Receive data and information in real time
Resource Allocation
Assign available resources to various projects and tasks
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
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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
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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
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Time Off Requests
Tools that allow employees to request/schedule time off
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
eLearning Companies
Software specialized for companies that sell courses/content
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Video Conferencing
Connect with meeting participants remotely over video
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Progress Reports
Document and report the progress of ongoing projects
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Enrollment Confirmation
Confirmation of the enrollment of a student in a course, class, activity, or program
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Gradebook
Track student's scores and grades on course materials
Corporate/Business
Software specialized for corporate use
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Document Management
Store, manage, and track all electronic documents in a centralized location
API
Application programming interface that allows for integration with other systems/databases
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Direct Deposit
Digitally deposit correct payroll amounts into individual employee's bank accounts
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Multi-State
Pay employees in multiple states with correct tax deduction amounts in each
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Payroll Outsourcing
Delegate payroll processing to third party vendors
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Tax Forms
Declaration of income made to tax authorities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
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
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Benefits Management
Record employee's benefit plans and selections throughout career progression
Check Printing
Print paychecks issued to confirm payment of wages or salary
Data Import/Export
Import and export data to and from software applications
Wage Garnishment
Automatically subtract garnishments from wages
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
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 Reports
Alter the layout and content of reports
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Security
Protect sensitive data for digital privacy
Employee Handbook
Create and share a new employee handbook with helpful information
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Fields
Customize data fields to support various needs and use cases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Connectors
Connect to big data sources
For PEO/ASO
Designed for professional employer organizations or administrative services organizations.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
API
Application programming interface that allows for integration with other systems/databases
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Employee Portal
Online portal where employees can access and track their own information
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Data Connectors
Connect to big data sources
For PEO/ASO
Designed for professional employer organizations or administrative services organizations.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
API
Application programming interface that allows for integration with other systems/databases
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Employee Benefits Administration
Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks
Employee Portal
Online portal where employees can access and track their own information
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Online Benefits Enrollment
Select benefits and provide information needed to participate in a benefit via an online portal
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Recruiting Firms
Designed to be used by external or 3rd party recruiting or staffing firms
Talent Pool
Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scoring
Automatically calculate score after the assessment
Candidate Profiles
Record candidates' information such as role, professional qualifications, experiences, skills or attributes
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Careers Page
Web page to host job postings, show role descriptions or receive applications from potential candidates
Resume Storage
Upload and store resumes
Customizable Branding
Add customized logos and colors to align with company branding
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Matching Engine
Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Social Recruiting
Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Small Businesses
Designed for small businesses
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Commenting/Notes
Leave comments and notes on documents for others to view
Billing & Invoicing
Create, manage, and send invoices or bills to customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Resume Database
A searchable repository of candidate profiles
Email Marketing
Create and send email blasts/campaigns
Searchable Database
A collection of records that can be retrieved based on specific queries
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Job Requisition
Request a new hire, explain the need, and determine available budget
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
W-2 Preparation
Automatically create and distribute W-2/1099 tax forms to employees.
Multi-Country
Pay employees in multiple countries using correct currencies and correct tax deduction amounts
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Self Service
Gateway through which employees can access the system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Multi-State
Pay employees in multiple states with correct tax deduction amounts in each
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Web-based Deployment
SaaS, web-based, online deployment
Payroll Outsourcing
Delegate payroll processing to third party vendors
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Multi-Currency
Manage and handle various international currencies
Corporate/Business
Software specialized for corporate use
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
1099 Preparation
Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)
Auto Update
Automatic update of information / software
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Accountants
Software specialized for accountants and accounting firms
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
Multi-Location
Manage and support multiple locations
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
For Small Businesses
Designed for small businesses
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Estimating
Estimate expected cost based on various factors before a project begins
Budgeting/Forecasting
Create budgets based on historical data and future projections
Team Collaboration
Allow multiple team members to edit and work on the same document
Scheduling
Plan availability and assign specific time slots for tasks and resources
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Electronic Signature
Digitally sign online documents
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Task Scheduling
Track and manage the scheduling of tasks
Multiple Projects
Ability to handle several projects simultaneously
Contractor Database
Easily track all contractor information in one centralised location
Qualification Tracking
Track certifications, qualifications, and licenses for employees, contractors, etc.
Project Tracking
Monitor the progress of projects from start to finish
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Mobile App
Access the system via a mobile application
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Equipment Tracking
Track the location of specific equipment at all times
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Forms
Customize contracts and forms to collect specific information
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Cost Estimating
Forecast the cost and resources required to complete a project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Companies
Software designed for companies who offer training programs to clients
Customizable Reports
Alter the layout and content of reports
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Gamification
Games or game-like elements to track progress and reward accomplishments
Multi-Language
Manage and support multiple languages
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Branding
Add customized logos and colors to align with company branding
Tests/Assessments
Create tools to measure student retention of learning material and lessons
Training Administration
Back-office tasks (i.e. schedule courses, organize resources, course registrations, and email reminders)
Social Learning
Create tools to promote social interaction and learning between students/trainees and instructors/trainers
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Mobile Learning
Access for students to complete learning materials on mobile platforms
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Built-in LMS
LMS functionality built-in for content delivery
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
API
Application programming interface that allows for integration with other systems/databases
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Single Sign On
Allow users to access multiple services after entering their login credentials once
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Corporate/Business
Software specialized for corporate use
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Reporting
Active reporting of data and metrics
Shift Swapping
Managing and trading shift details between employees
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Document Storage
Store and organize documents in a centralized system
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Customizable Reports
Alter the layout and content of reports
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
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
Agent Collaboration
Multiple agents work together, share tasks, and coordinate to achieve common goals.
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Prompt Engineering
Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
For No-Code Development
Build applications without the use of code
Version Control
Track revisions and updates made to files and navigate between different versions
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Dynamic Modeling
Model the varying behavior of a system over time through diagrams
API
Application programming interface that allows for integration with other systems/databases
Memory Management
Store and save retrievable data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scheduling
Plan availability and assign specific time slots for tasks and resources
Natural Language Interface
Interact with agents using conversational language
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multiple LLM Models
Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more
Integration Management
Identify which applications need to exchange data and enable these data connections
Customizable Frameworks
Flexible architecture allowing tailored configurations
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Analytics
Tools for the systematic analysis of various types of data or statistics
Intent Recognition
Helps understand a user's intentions/actions
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Attended Automation
Bots that work alongside humans on tasks that cannot be fully automated
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Deep Learning
Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Automated Responses
Automatic reply functionality for incoming messages
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Transfers/Routing
Transfer queries and organize messages between agents
Personalization
Adjust communications based on previous interactions or personal preferences
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Virtual Personal Assistant (VPA)
Program systems that assist users with their daily administrative responsibilities
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Speech Recognition
Train your system to interpret and transcribe voice messages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Unattended Automation
Automate processes from start to finish without human assistance
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
Usage Tracking/Analytics (1)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Multi-Language (1)
Multi-Language
Manage and support multiple languages
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
HR System Integration (1)
HR System Integration
Integrate with core HR systems such as HRIS, ATS, knowledge bases, and payroll software
Escalation Management (1)
Escalation Management
Define a process for transferring calls/tickets to management
Proactive Tasking (1)
Proactive Tasking
Provide proactive or multi-step task support, not only reactive conversational responses
Proactive Intervention (1)
Proactive Intervention
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders
AI‑Powered Candidate Screening (1)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates
Policy Enforcement (1)
Policy Enforcement
Automatically enforce local regulation and company policy during HR workflows.
Interview & Scheduling Agent (1)
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication
Agent Governance (1)
Agent Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations
HR Automation (1)
HR Automation
Autonomously perform or assist with HR tasks across the employee lifecycle
Platform Basics - Contractor Payments (1)
AI Agent
Comes with an agentic agent capable of handling contractor payment activities with little human-in-the-loop intervention necessary.
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