SumTotal 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 administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 19 reviewers of SumTotal have provided feedback on this feature.

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. 15 reviewers of SumTotal have provided feedback on this feature.

As reported in 16 SumTotal reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups. This feature was mentioned in 22 SumTotal reviews.

Based on 21 SumTotal reviews. Is consistently available (uptime) and allows users to complete tasks reliably.

Is accessible from a mobile device and by users on the go.

As reported in 21 SumTotal reviews. Provides analytics tools that reveal important business metrics and track progress.

Based on 19 SumTotal reviews. Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.

Access pre-built and custom reports and dashboards.

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.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Access pre-built and custom reports and dashboards.

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

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.

Allows administrator to easily add employees and grow payroll process as their company grows.

Offers embedded AI/machine learning

Provides workflow for complex approval structures

Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements

Automatically assigns categories/accounts based on past entries and credit card statements

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.

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency

Integrates with corporate or personal credit cards (import or bi-directional)

Can book Flights, Hotels, and Rental cars directly from software.

Creates travel itineraries based on booking

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Allows users to track and enter time spent on project tasks from mobile device.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

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

Allows administrator to enter payroll for all employees based on salary or total hours worked.

Calculation and tracking of sick and vacation days.

Automatically deposits paychecks into employees' bank accounts.

Allows administrator to reimburse employees for business-related purchases.

Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.

Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.

Allows administrators to print valid paychecks and W-2 forms.

Sends printed checks to administrator to distribute to employees.

Complies with PCI security standards

Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.

Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.

Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Files payroll tax forms automatically for federal, state, and local taxes.

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.

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.

Enables administrator to import hours from time tracking systems.

Provides standard integration with third party accounting software.

Provides standard integration with third party core HR software.

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

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.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

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.

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.

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).

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

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.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

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.

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.

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).

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.

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

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.

Enables users to view and transact business with the same content in multiple languages and currencies.

Is accessible from a mobile device and by users on the go.

Provides users with a pre-built library of templated forms related to the hiring process.

Provides electronic forms for employees to complete.

Enables new hires to sign forms electronically.

Enables the employer to perform background checks.

Provides user with offer letter templates.

Enables all stakeholders to approve offer letters.

Automates some or all operation related tasks.

Provides robust sharing options for communication with both internal and external stakeholders.

Provides users with a pre-built library of useable content.

Enables employees to login and view their onboarding process.

Introduces new hires to employees based on org chart.

Provides training on relevant compliance issues.

Provides workflows which track new hire progress.

Provides notifications about the onboarding process to both the new hire and manager.

Integrates with business solutions such as payroll, workforce management, POS systems, etc.

Is accessible from a mobile device and by users on the go.

Forecasts scheduling needs based on important KPIs.

Provides task prioritization and management abilities.

Contains a portal to facilitate third-party or client application access.

Provides metrics on the time it takes a new hire to reach productivity.

Provides holistic Metrics on the onboarding process.

Contains tools to visalize data sets or workflows.

Enables user to create courses.

Provides templates for course creation based on industry or role.

Designs and administrates tests and quizzes.

Enables for design of classes that are led by an instructor.

Creates sequences of classes which must be taken in a specific order.

Provides functionality to communicate and send notifications to users.

Enables users to plan assignments and dispense them automatically.

Motivates users by tracking points, achievements, and badges.

Limits user access to certain functionality and courses.

Provides custom certifications to distribute after course completion.

Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more.

Enables user to sell their courses and receive compensation electronically.

Enables users to purchase and consume courses via an online marketplace.

Enables user to sell and manage subscriptions to created courses.

Customizes LMS experience with custom branding, personalized URL, and more.

Provides multiple language choices.

Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials. This feature was mentioned in 12 SumTotal reviews.

As reported in 18 SumTotal reviews. Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.

Creates training materials for instructor- and self-led courses. This feature was mentioned in 11 SumTotal reviews.

Based on 16 SumTotal reviews. Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.

As reported in 16 SumTotal reviews. Allows managers to see progress of team members.

Provides functionality to store, organize, and search all training content. 15 reviewers of SumTotal have provided feedback on this feature.

Based on 12 SumTotal reviews. Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.

Coordinates interview scheduling via email, phone, or text

Tracks key steps in onboarding process including new employee orientation and employee payroll documents.

Maintains, tracks, and reports on stored records and database of all medical employees and personnel

Assists HR responsibilities throughout the entire employee lifecycle, from recruitment and hiring to offboarding

Ensures and maintains compliance across the health care organization

Tracks and generates metrics and reports regarding the health and vitality of the organization

Streamlines integration with third-party HR solutions for comprehensive employee, facility, and benefits management

Provides analytics tools that reveal important business metrics and track progress.

Has a centralized dashboard for users to interact with.

Is consistently available (uptime) and allows users to complete tasks reliably.

Provides an integrated authoring tool to create custom courses, classes, and content.

Enables medical professionals to create, administrator, track, and deliver digital content, courses, competencies, and procedures in an online classroom setting.

Generates certificates of completion of courses that are compliant with local, state, and industry licensure.

Tracks, analyzes, and documents employees' attendance and learning progress.

Enables messaging and communication between employers, employees, and course instructors.

Integrates with industry web services to store and report completed courses, certificates, and credits to relevant certification systems.

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

Provides customizable employee review forms and questions.

Tracks completion status of employee reviews.

Facilitates goal-setting for individual employees and tracks progress toward goals.

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.

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.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases