SumTotal Features
Core HR (6)
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
Platform (20)
Customization
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.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 15 reviewers of SumTotal have provided feedback on this feature.
Internationalization
As reported in 16 SumTotal reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups. This feature was mentioned in 22 SumTotal reviews.
Performance
Based on 21 SumTotal reviews. Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
As reported in 21 SumTotal reviews. Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Based on 19 SumTotal reviews. Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Reporting and Dashboards
Access pre-built and custom reports and dashboards.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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.
Embedded AI / Machine Learning
Offers embedded AI/machine learning
Complex Approval Workflow
Provides workflow for complex approval structures
Expense Reports (7)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Can easily pull in receipts from all credit card statements
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements
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
Credit Card Integration
Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (4)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software.
Itinerary Management
Creates travel itineraries based on booking
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
Advanced Integrations
Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Time Tracking (3)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (3)
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Allows users to track mileage from mobile device using maps or GPS.
Travel Itinerary and Flight Status Updates
Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device.
Administration (15)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
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.
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.
PCI Regulation Compliant
Complies with PCI security standards
Employee Self Service (3)
Web Portal
Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
Benefits Manager
Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
Mobile
Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
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 (4)
API / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Time Tracking Integration
Enables administrator to import hours from time tracking systems.
Accounting Integration
Provides standard integration with third party accounting software.
Core HR Integration
Provides standard integration with third party core HR software.
Benefits Administration Platform Features (20)
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Benefits Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Integrations / APIs
The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Mobility
Is accessible from a mobile device and by users on the go.
Platform Content (9)
Forms Library
Provides users with a pre-built library of templated forms related to the hiring process.
E-Forms
Provides electronic forms for employees to complete.
E-Signature
Enables new hires to sign forms electronically.
Background Checks
Enables the employer to perform background checks.
Offer Letter Approvals
Provides user with offer letter templates.
Offer Letter Templates
Enables all stakeholders to approve offer letters.
Automation
Automates some or all operation related tasks.
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (10)
Self-Service Portal
Enables employees to login and view their onboarding process.
Automated Team Introductions
Introduces new hires to employees based on org chart.
Compliance Training
Provides training on relevant compliance issues.
Automated Onboarding Workflows
Provides workflows which track new hire progress.
Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager.
Integrations
Integrates with business solutions such as payroll, workforce management, POS systems, etc.
Mobility
Is accessible from a mobile device and by users on the go.
Forecasting
Forecasts scheduling needs based on important KPIs.
Task Management
Provides task prioritization and management abilities.
Portal
Contains a portal to facilitate third-party or client application access.
Platform Data (3)
Time-to-Productivity Reporting
Provides metrics on the time it takes a new hire to reach productivity.
Onboarding Process Reporting
Provides holistic Metrics on the onboarding process.
Visualization
Contains tools to visalize data sets or workflows.
Course Authoring (4)
Course Builder
Enables user to create courses.
Role-Based Templates
Provides templates for course creation based on industry or role.
Assessments & Quizzes
Designs and administrates tests and quizzes.
Instructor-Led Training
Enables for design of classes that are led by an instructor.
Course Delivery (3)
Learning Paths
Creates sequences of classes which must be taken in a specific order.
Communication & Notifications
Provides functionality to communicate and send notifications to users.
Assignment Scheduling
Enables users to plan assignments and dispense them automatically.
Course Management (4)
Gamification
Motivates users by tracking points, achievements, and badges.
Varied User Types
Limits user access to certain functionality and courses.
Certifications
Provides custom certifications to distribute after course completion.
Industry Compliance
Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more.
LMS Marketplace (3)
E-Commerce
Enables user to sell their courses and receive compensation electronically.
Course Marketplace
Enables users to purchase and consume courses via an online marketplace.
Subscriptions
Enables user to sell and manage subscriptions to created courses.
Interface (2)
White Labeling
Customizes LMS experience with custom branding, personalized URL, and more.
Multilingual
Provides multiple language choices.
Training & eLearning (7)
Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials. This feature was mentioned in 12 SumTotal reviews.
Content Delivery and Tracking
As reported in 18 SumTotal reviews. Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Content Creation
Creates training materials for instructor- and self-led courses. This feature was mentioned in 11 SumTotal reviews.
Customer Training
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.
Manager Portals
As reported in 16 SumTotal reviews. Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content. 15 reviewers of SumTotal have provided feedback on this feature.
Content Libraries
Based on 12 SumTotal reviews. Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Recruiting and Onboarding (2)
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Onboarding
Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Operations (5)
Personnel Management
Maintains, tracks, and reports on stored records and database of all medical employees and personnel
Talent Management
Assists HR responsibilities throughout the entire employee lifecycle, from recruitment and hiring to offboarding
Regulation and Compliance
Ensures and maintains compliance across the health care organization
Metrics and Reporting
Tracks and generates metrics and reports regarding the health and vitality of the organization
Third-Party Integrations
Streamlines integration with third-party HR solutions for comprehensive employee, facility, and benefits management
Platform Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Process Automation (6)
Course Authoring
Provides an integrated authoring tool to create custom courses, classes, and content.
Online Learning
Enables medical professionals to create, administrator, track, and deliver digital content, courses, competencies, and procedures in an online classroom setting.
Certificate Generation
Generates certificates of completion of courses that are compliant with local, state, and industry licensure.
Tracking & Reporting
Tracks, analyzes, and documents employees' attendance and learning progress.
Collaborative Environment
Enables messaging and communication between employers, employees, and course instructors.
Automatic Boards Reporting
Integrates with industry web services to store and report completed courses, certificates, and credits to relevant certification systems.
Performance reviews (3)
360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
Customizable Forms
Provides customizable employee review forms and questions.
Review Status Tracking
Tracks completion status of employee reviews.
Goals (2)
Goal-Setting
Facilitates goal-setting for individual employees and tracks progress toward goals.
Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (4)
Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
Requesting Feedback
Allows employees or managers to request feedback from other employees.
1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Data (2)
Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Generative AI (7)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
Agentic AI - Performance Management (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Corporate Learning Management Systems (2)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Enrollment planning is an institution's attempt to identify, attract, enroll, retain, and graduate a student population aligned with the institution’s purpose and goals while ensuring financial viability. Learn more about enrollment planning and best practices to follow for strategic enrollment management.
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.
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.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.




