Safeguard Global Features
Core HR (23)
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
Expense Management
Contains functionality for employees to submit expenses reports and track reimbursments
Salary Structures
Manages position descriptions and pay grades/structures for each role
Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
Benefits Administration
Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options
Goal Management
Allows employees to set and manage work or career related goals
Benefits Management
Record employee's benefit plans and selections throughout career progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Training Management
Track employee/learner's progression through training programs
Timesheet Management
Track the amount of time spent on a job or task
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Platform (103)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting
Access pre-built and custom reports and dashboards.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
Scalability
Allows administrator to easily add employees and grow payroll process as their company grows.
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Timesheet Management
Track the amount of time spent on a job or task
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Benefits Management
Record employee's benefit plans and selections throughout career progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Team Management
Organizing a group of people to accomplish a task
Policy Management
Create, manage, and track policies and procedures within an organization
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Deduction Management
Determine what amounts employees should contribute towards their benefits from each paycheck
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Receipt Management
Upload, track, and submit receipts in a central database
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Expense Management
Plan, pay and track business related expenses.
Embedded AI / Machine Learning
Offers embedded AI/machine learning
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Expense Reports (6)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users
Digital Receipt Management
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Enables easy entry of expenses in other currencies and converts to expense report currency
Corporate Card
Manage and track credit cards that are distributed to employees to use for authorized business expenses
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Travel Management (22)
Online Booking
Book meetings and appointments through a website or digital platform
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Booking Management
Create, update, and manage bookings, itineraries, and reservations
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Restriction Management
Establish limitations based on certain conditions
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Travel Management
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Workflow Management
Create, design and manage workflows for repetitive tasks
Receipt Management
Upload, track, and submit receipts in a central database
Supplier Management
Manage all supplier data and operations
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Policy Management
Create, manage, and track policies and procedures within an organization
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Timesheet Management
Track the amount of time spent on a job or task
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Client Invoicing (4)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile (3)
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Real-Time Updates
Receive system updates as soon as any changes are made
Administration (25)
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Payroll Entry
Allows administrator to enter payroll for all employees based on salary or total hours worked.
Time Off Accrual
Calculation and tracking of sick and vacation days.
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Expense Reimbursement
Allows administrator to reimburse employees for business-related purchases.
Pre-tax Deductions
Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
Wage Garnishment
Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
Approvals
Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Check/W-2 Delivery
Sends printed checks to administrator to distribute to employees.
Split Deposits
Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.
Employee Self Service (1)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Taxes (3)
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Tax Filing
Files payroll tax forms automatically for federal, state, and local taxes.
Automatic Tax Payment
Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Integration (6)
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
Automation (1)
Process Automation
Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.
Logistics (7)
Dashboards & Reporting
Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.
Data Collection
Labor data collection options include web, mobile, and hardware.
Lanuguage Options
Provide multiple language options for a global user base.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Real-Time Reporting
Active reporting of data and metrics
Payroll Reporting
View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more
Management (16)
Schedule Creation Tools
Tools that help in scheduling and shift creation and management.
Schedule Management
Tools that manage vacation, holidays, absences, breaks, and overtime.
Employee Leave Management
Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.
User Access
Grant access to select features and data based on the users' role, both internally and externally.
User Role Access
Provides employees self service access and managers a centralized view.
Employee Information
Ability to manage employee information.
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 (3)
Regulations Enforcement
Enforce federal, state, and organization regulations.
Compliance Monitoring
Monitor and maintain compliance.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Processing (4)
Multi Country
Ability to process payroll in multiple countries, languages, and currencies.
Data Consolidation
Consolidate and map payroll data from various sources in various formats.
Data Quality
Include tools and best practices for payroll data accuracy checks and controls.
Rules
Define and implement payroll processing logic for earning, deductions, bonuses, and other types of revenue.
Compliance (3)
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.
Internal Policies
Deliver templates and workflows to create and enforce internal policies for global payroll.
Reporting (6)
Benchmarking
Define local and global benchmarks to assess the competitiveness of compensation strategies.
Cost Tracking
Analyse payroll costs across multiple countries and business entities, or by employee role.
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 (5)
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Portal
Contains a portal to facilitate third-party or client application access.
Performance
Performs and secures payments efficiently on both the user and the consumer ends
Portal
Contains a portal to facilitate contractor access to payments
Platform Data (2)
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Platform Content (2)
File Sharing
Provides robust sharing options for communication with employees.
Content Library
Provides users with a pre-built library of useable HR compliance content.
Platform Performance (1)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Platform Functionality (22)
Document management
Manages necessary docuements for ease of visibiltiy and access.
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 Additional Functionality (3)
Onboarding
Onboard workers via online, classroom, or external training.
Pre-qualifiation
Pre-qualify contract workers via reference, record, background check.
Subcontractor Monitoring
Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
Entity Management (5)
Workflow Management
Create, design and manage workflows for repetitive tasks
Ownership Tracking
Record and track numbers of shares by owner
Financial Records Tracking
Collect and store tax records and other financial documents of the organization
Due Date Tracking
Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
Activity Tracking
Track and document all activities across devices, networks, and other systems
Platform Administration (2)
Compliance
Maintains compliance with payroll regulations.
Reporting
Provides analytics tools that reveal payment metrics of contractors over time
Platform Payment Content (3)
Document management
Manages necessary information of contractors for ease of visibiltiy and access.
Invoicing Tool
Generates invoices from HR departments for managing freelance, contract, and extended workforce.
Wage access
Gives employees the ability to view, manage, and withdraw earned wages before payday.
Reports (4)
Customizability
Reports can be customized based on the intended audience, available data, length, and depth
Graphs and Charts
The outputs of reports are customizable in using graphs and charts
Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Intermediate GEP features (1)
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International Hiring Support
Users can hire international contractors from the platform.
Other GEP Features (4)
Compliance Managenent
Assists with compliance management.
Analytics
Users can access complex analytics or business intelligence to optimize wokforce.
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 (2)
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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 (6)
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Generative AI - Expense Management (3)
Image-to-Text
Converts images into a textual description, identifying key elements.
Text Generation
Allows users to generate text based on a text prompt.
Text Summarization
Condenses long documents or text into a brief summary.
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.
Additional Functionality (319)
Critical Date Alerts
Notifications received when important dates and deadlines are coming up
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Company Register
Data Import/Export
Import and export data to and from software applications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Version Control
Track revisions and updates made to files and navigate between different versions
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Document Review
Review and analyze existing information across documents
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Company Formation
Integrated automation system to allow enterprises to create new company holdings
Event Calendar
A list of events with their respective dates
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Electronic Filing
Transmit documents to regulatory authorities over the web
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Corporate Structure Management
Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Electronic Signature
Digitally sign online documents
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Subsidiary Governance
Establish and track rules to be applied across various entities related to the main entity
Multi-Jurisdictional
Supports entities in multiple states and countries
Entity Data Management
Record and update information on legal entities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Reports
Alter the layout and content of reports
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Document Generation
Custom forms to streamline repetitious aspects of a document
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Contract/License Management
Track, store, and access client contracts or licenses
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Categorization/Grouping
Organize and group data or items based on various criteria
Registered Agent Services Integration
Integration with a registered agent service provider for efficient handling of legal and compliance documents on behalf of a business
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Storage
Store and organize documents in a centralized system
Built-In Database
A system that allows access to a database structure without relying on an external program
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Status Tracking
Track the status over time for a request, process, asset, or transaction
Sick Leave Tracking
Track and manage sick leave time
Overtime Calculation
Manage and record overtime hours for hourly employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
API
Application programming interface that allows for integration with other systems/databases
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
FMLA Administration
Track employee time off under the family and medical leave act (FMLA)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Biometric Recognition
Facial or other physical recognition to confirm identity
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Leave Tracking
Manage and track employee attendance
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lockout Periods
Ensure employees can only clock in and out during certain times.
Electronic Signature
Digitally sign online documents
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Geofencing
Virtual perimeter for a real-world geographic area
Labor Forecasting
Predict labor requirements based on past and present data/trends
Employee Portal
Online portal where employees can access and track their own information
Employee Time Tracking
Track and measure time worked for employees
Punch card
Clock in and out online or with a card
Automatic Time Capture
Automate recording of time to reduce human error
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Predictive Analytics
Predict future data based on historical data sets
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Sick Leave Tracking
Track and manage sick leave time
Customizable Branding
Add customized logos and colors to align with company branding
Mobile App
Access the system via a mobile application
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Reports
Alter the layout and content of reports
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Employee Profiles
Centralized storage for employee data, records, and performance metrics
For Cloud
Software that is accessible through the cloud with an active internet connection
Employee Training
Time Off Requests
Tools that allow employees to request/schedule time off
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
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
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
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
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Data Import/Export
Import and export data to and from software applications
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Budgeting/Forecasting
Create budgets based on historical data and future projections
Customizable Fields
Customize data fields to support various needs and use cases
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Automated Receipt Matching
Match digital receipt images or data with corresponding expense entries
Mobile Receipt Upload
Scan and upload receipts to a central database using a mobile device
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Categorization/Grouping
Organize and group data or items based on various criteria
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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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Technology Glossary Features
View definitions of the features and discover new technology terms.
Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages.
Mileage tracking means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.


