sumHR Features

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.

Contains functionality for employees to submit expenses reports and track reimbursments

Manages position descriptions and pay grades/structures for each role

Helps protect risk areas by ensuring compliance standards are met through tracking and reporting

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

Allows employees to set and manage work or career related goals

Record employee's benefit plans and selections throughout career progression

Track employee schedules, availability, and performance across projects and tasks

Create, design and manage workflows for repetitive tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Tools to find, assess, and hire suitable candidates for a job within an organization

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Track and manage schedules and meetings via an integrated calendar

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage employee time-off, vacation, and sick leave requests

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee/learner's progression through training programs

Track the amount of time spent on a job or task

Integrate with Talent Managment software to better track learners progress and training sessions

Tracking, calculating, and paying commissions and earnings to employees

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

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

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

Access software remotely via mobile devices

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

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

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

Use a dashboard to view benefits that are selected by employees or offered by employers

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

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

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

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

Manage advertising space and its sales within your network or publication

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

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

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

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

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

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

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

Provide multiple language options for a global user base.

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

Receive data and information in real time

Active reporting of data and metrics

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

Tools that help in scheduling and shift creation and management.

Tools that manage vacation, holidays, absences, breaks, and overtime.

Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.

Grant access to select features and data based on the users' role, both internally and externally.

Provides employees self service access and managers a centralized view.

Ability to manage employee information.

Automate employee promotions and position changes and company policy changes.

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Automates core HR functions such as talent management, employee evaluation and learning management

Track and manage employee time-off, vacation, and sick leave requests

Create, manage and track all task activities and progression

Store, manage, and track all electronic documents in a centralized location

Access software remotely via mobile devices

Enforce federal, state, and organization regulations.

Monitor and maintain compliance.

Provide integrations with payroll software.

Set up connections to third-party platforms to improve business processes

Facilitates 360-degree feedback between managers, employees, and peers.

Provides customizable employee review forms and questions.

Follow the progression of a task associated with performance reviews

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Establish measurable goals and objectives and track their progress over a specific period of time

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Allows employees or managers to request feedback from other employees.

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Gauge satisfaction and receive information for improvement and success

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Alter the layout and content of reports

Receive data and information in real time

Condenses long documents or text into a brief summary.

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

Manages talent pool to ensure key indivduals are being prepared for key roles.

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

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

Access the system via a mobile application

Track the status over time for a request, process, asset, or transaction

Track and manage sick leave time

Manage and record overtime hours for hourly employees

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

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

Application programming interface that allows for integration with other systems/databases

Assign working shifts or tasks to employees based on their availability

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track employee time off under the family and medical leave act (FMLA)

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

Import and export data to and from software applications

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

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

Manage the process of evaluating documents or requests submitted for approval

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

Track the attendance of specific individuals or groups

Request, track, and manage time off requests and vacation time

Facial or other physical recognition to confirm identity

Track employees' arrival and departure timings for payroll purposes

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

Alter the layout and content of reports

Measure time to completion or hours worked for projects

A record of all activities within the system, including user access, changes made, etc.

Manage and track employee attendance

Manage and support multiple locations

Define levels of authorization for access to specific files or systems

Log and record hours worked and costs spent to assist in billing and invoicing

Notifications that are delivered to users as soon as an event occurs

Ensure employees can only clock in and out during certain times.

Digitally sign online documents

Automatically create schedules based on business needs or employee availability and qualifications

Virtual perimeter for a real-world geographic area

Predict labor requirements based on past and present data/trends

Online portal where employees can access and track their own information

Track and measure time worked for employees

Clock in and out online or with a card

Automate recording of time to reduce human error

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

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

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

Predict future data based on historical data sets

Facilitate training materials that help employees grow and progress in their positions

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

Tools to improve and measure employee satisfaction and involvement

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

Track and manage sick leave time

Add customized logos and colors to align with company branding

Access the system via a mobile application

Define levels of authorization for access to specific files or systems

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

Alter the layout and content of reports

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

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

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

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

Planning, tracking and developing internal talent for future key position filling

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Gauge satisfaction and receive information for improvement and success

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Centralized storage for employee data, records, and performance metrics

Software that is accessible through the cloud with an active internet connection

Tools that allow employees to request/schedule time off

Online portal where employees can access and track their own information

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

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

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

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

Track employee schedules, availability, and performance across projects and tasks

Centralized storage for employee data, records, and performance metrics

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

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

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

Assess skills, outcomes and results using preset metrics and averages

Set up connections to third-party platforms to improve business processes

Peer/teammate feedback and review on individual's performance

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Evaluation process that provides feedback on an employee's job performance

Document completed by employee to assist with career and personal development to reach short term and long term goals

An individual's evaluation of his or her own strengths, weaknesses, and skills

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Create, fill out, and send performance reviews to individual employees

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track employee/learner's progression through training programs

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

Manage the process of evaluating documents or requests submitted for approval

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Catalog, manage, and develop employee skill sets

Application programming interface that allows for integration with other systems/databases

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

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

Process of enhancing skills & experiences for continuous professional growth & advancement

Add customized logos and colors to align with company branding

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

Tools to improve and measure employee satisfaction and involvement

Facilitate training materials that help employees grow and progress in their positions

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Import and export data to and from software applications

Discover patch statuses and vulnerabilities

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

Receive data and information in real time

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Monitor product stock levels

Estimate expected cost based on various factors before a project begins

Scan barcodes to ensure accurate pricing and label tracking

Track parts inventory levels and manage re-stocking

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Creating, assign, and track jobs and/or tasks for work orders

Ensure that quality requirements and standards are met across production processes

Form predictions based on past and present data/trends

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

Manage the end-to-end production process for manufacturing operations

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

An organized inventory of all data assets

Addition of necessary external data, applications, tools, or features

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

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Create, manage, and share one level of an assembly with the entire product team

Store, manage, and track all electronic documents in a centralized location

Also known as indented BOM, a hierarchical representation of components, assemblies, and subassemblies needed to manufacture a product

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

Track and monitor efficient handling of all changes/transitions

Calculate rule-based prices for a product/service

The process of identifying, quantifying, and prioritizing the vulnerabilities in a system.

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

Capture, organize and track product-specific data and information in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Create, send, and track purchase orders and their statuses

Customize data fields to support various needs and use cases

Manage and handle various international currencies

Enables creation, management, and tracking of product requirements & features during product production/development

Create bills of materials

Manage and support multiple locations

Information to prevent, understand and identify cyber threats

Active reporting of data and metrics

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Analyze and gain insights into data in real-time

Manage and track orders being shipped to customers

Manage the planning and execution of supply chain activities

Create, design and manage workflows for repetitive tasks

Material list of manufacturing parts and associated costs

Integrate with a third-party accounting system

Generate quotes or estimates for customers

Manage and track customer orders for goods, investments, or any other purchases

Automatically create schedules based on business needs or employee availability and qualifications

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

Track and manage inventory levels to maintain proper supply

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

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

Calculate total itemized costs, including initial costs and any changes

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

An order generated by a seller to a customer, containing details about products or services

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan and schedule the use of production resources

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Plan, manage, and track the financial activities of an individual or organization

Manage all supplier data and operations

Manage, maintain and track the performance of assets and equipment

Track the production of materials and items over certain periods or seasons

Track the status over time for a request, process, asset, or transaction

Manage and track operations and inventory within warehouses

Track and document the history, application, or location of an item or activity

Observe and track the demand, usage, progress or quality of a system, product, or user

Create, manage, and send invoices or bills to customers

Maintain and control the stock level of inventory

Plan and coordinate all the resources, costs and time needed to execute assignments

Active monitoring of systems, applications, or networks

Investigate and take action at root cause or error in processes to prevent recurring issues

Graphical representation of data

Apply statistical/mathematical models to sets of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track all job information and associated tasks

Create labels for products that contain required information such as colors, sizes, dates, etc.

Statistical methods to assist with and maintain quality control of processes

Notifications that are delivered to users as soon as an event occurs

Intended to be used by manufacturers

Ability to handle large datasets

Collating information from different sources in order to create a more valuable and helpful data set.

Alter the layout and content of reports

The process of entering information or updating records in a computer system or database

Plan availability and assign specific time slots for tasks and resources

Import, collect, and capture data from multiple sources

Securely stores data to prevent data loss or breaches

Review data from past periods to reveal recurring tendencies and predict future performance

Process of tracking logged defects (errors) in a product or service to create new versions to fix the error

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data