Toggl Features
Platform (80)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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.
Internationalization
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.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Access pre-built and custom reports and dashboards.
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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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
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
Time Tracking (5)
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Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
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Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
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Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Task Progress Tracking
Track the status and progress of tasks
Client Invoicing (4)
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Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
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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 Time Tracking (15)
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Project Time Tracking
Measure time to completion or hours worked for projects
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Time Tracking by Client
Track time worked per client
Project Tracking
Monitor the progress of projects from start to finish
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Project Time Tracking
Measure time to completion or hours worked for projects
Leave Tracking
Manage and track employee attendance
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Online Time Tracking
Track employee and task times using internet connection
Offline Time Tracking
Track employee and task times without internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Administration (15)
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Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
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Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
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Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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
Tasks (9)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (35)
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
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Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Project Time Tracking
Measure time to completion or hours worked for projects
Bug Tracking
Monitor and track bugs and issues in the system.
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Sprint Planning
Identifying the tasks to be completed and the people to complete them during a set period of time
Project Planning
Organize and schedule projects
Release Planning
A timeline for taking a project live that outlines what features should be operational at the go-live date
Multiple Projects
Ability to handle several projects simultaneously
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Percent-Complete Tracking
Level of completion within a task
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Task Planning
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Resource Management (5)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Task Scheduling
Track and manage the scheduling of tasks
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Project Monitoring (4)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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
Platform Basics (11)
Integrations
Provide integrations with ATS solutions.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Real-Time Reporting
Active reporting of data and metrics
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Platform Content (14)
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.
Customization
Customizable solution so administers can adjust content to industry, position, etc.
Technical Screening
Tools that screen candidates for technical skills including multiple coding language options and varying levels of difficulty.
Coding Development
Portal provides programmers with coding skills lessons, challenges, and games to develop their skills and promote their experience to companies looking to hire.
Reports
Provides detailed reports with filter options to sort, compare, and analyze candidate results.
Customizable Reports
Alter the layout and content of reports
Automation
Automates some or all operation related tasks
Content Creation
Contains tools that allow users to create original content directly within the application
Content Library
Provides users with a pre-built library of useable content
Dashboard Creation
Creation and customization of dashboards
Technology
Provides pre-recorded and/or live interviewing technology.
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Platform Additional Functionality (27)
Dashboard
Has a centralized dashboard for users to interact with.
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities.
Payment
Contains built-in payment processing capabilities or integrates with payment processing software.
Soft Skills Testing
Additional candidate testing for emotional intelligence, leadership and communication skills, and behavior.
Additional Tools
Provides additional tools including company branding, talent sourcing, online interviewing, and candidate experience solutions.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Aptitude Testing
Measure for aptitude to uncover talents, reveal strengths and assess performance
Personality Testing
Identify work styles and characteristics to determine behavioral fits
Sourcing and Candidate Identification
Search broad candidate pool to recruit passive talent
Job Posting
Ability to post job descriptions and allow candidates to apply within software or on company's website.
Applicant Tracking
Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process.
Unbiased Sourcing
Hide and/or anonymize candidate information commonly associated with bias.
Job Description Management
Helps create and edit non-biased job descriptions.
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities.
Task Management
Provides task prioritization and management abilities.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Interview Management
Create and track interviews with a reminder system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Assessment Management
Creation, administration, and evaluation of assessments or tests
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
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
Cost Tracking (5)
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Identification
Capture costs at different stages of the project
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Allocation
Allocate costs to resources, tasks, or projects
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Standard Costs
Define standard costs for resources and activities
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Cost-to-Completion Tracking
Forecast of the expenses necessary for project completion
Platform Data (3)
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Visualization
Contains tools to visalize data sets or workflows
Data Visualization
Graphical representation of data
Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Additional Functionality (303)
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Backlog Management
The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
API
Application programming interface that allows for integration with other systems/databases
Retrospectives Management
Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
Task Management
Create, manage and track all task activities and progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Supports Scrum
Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
Team Management
Organizing a group of people to accomplish a task
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Request Management
Evaluating and prioritizing change requests that are received while working on the project
Commenting/Notes
Leave comments and notes on documents for others to view
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Planning Tools
Projections
Estimate or forecast of a future scenario based on the study of present trends
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Project Workflow
Create, manage, or update project workflows.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Negative Feedback Management
Identify, track, and respond to negative feedback
Data Import/Export
Import and export data to and from software applications
File Management
Create, save, and store files
Assignment Management
Assign issues and tasks based on availability or required skills
Progress Reports
Document and report the progress of ongoing projects
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Real-Time Reporting
Active reporting of data and metrics
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Document Management
Store, manage, and track all electronic documents in a centralized location
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
For IT Project Management
Supports project management for IT professionals & teams
Product Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Change Management
Track and monitor efficient handling of all changes/transitions
Mobile App
Access the system via a mobile application
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Testing/QA Management
Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Web-based Deployment
SaaS, web-based, online deployment
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Forecasting
Form predictions based on past and present data/trends
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Remote Support
Provide support to your customers and employees remotely over a shared network
Predictive Analytics
Predict future data based on historical data sets
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Network Diagram
Diagram that depicts connections among nodes in a network
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Document Storage
Store and organize documents in a centralized system
Visualization
Graphical representation of data or processes
Customizable Reports
Alter the layout and content of reports
Time Clock
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Daily Reports
A document that lists daily activities or maintains a record of all events that happened in a day
Configurable Workflow
Configure existing workflows to meet your organization's needs
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Timeline Management
Manage a detailed schedule of a product plan
KPI Monitoring
Tracking the status of previously identified performance measurements
For Small Businesses
Designed for small businesses
Chat/Messaging
Communicate using direct chat or messages within the system
Messaging
Communicate using messages within the system
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Single Sign On
Allow users to access multiple services after entering their login credentials once
Email Distribution
Live Results Sharing
Present live poll results to audience
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Test/Quiz Creation
Create or build customized tests and quizzes
Progress Reports
Document and report the progress of ongoing projects
Content Sharing
Digitally share pre-made materials and self-created content with others
Multi-User Collaboration
Two-way actions and communication between multiple users in real time
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Email Reminders
Reminders sent via email
Payment Processing
Accept, record, and reconcile financial transactions
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Skill Testing
Activity Tracking
Track and document all activities across devices, networks, and other systems
Text to Speech
Turns text into natural sounding speech
Pre-Employment Testing
Assessing skills & knowledge of job candidates
Skills Tracking
Track employee skills, competencies, training & qualifications
API
Application programming interface that allows for integration with other systems/databases
Proctoring
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Secure Data Storage
Securely stores data to prevent data loss or breaches
Assessment Management
Creation, administration, and evaluation of assessments or tests
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Version Control
Track revisions and updates made to files and navigate between different versions
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Summary Reports
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Data Import/Export
Import and export data to and from software applications
Customizable Tests
Create tailored assessments that test for specific relevant skills
Training Management
Track employee/learner's progression through training programs
Candidate Management
Build, track, and maintain relationships with candidates
Real-Time Reporting
Active reporting of data and metrics
Interview Scheduling
Plan, organize and set up the date, time and location of a candidate's individualized interview
Templates
Sample files or documents that could be customized as needed or used as is
Candidate Comparison
Compare candidate¿s testing results against each other and against set benchmarks
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Job Application Management
Job Management
Manage and track all job information and associated tasks
Video Support
Supports various video file formats
Online Tests
Exams administered online via computers or other electronic devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Automatic Grading
Automatically score assessment results
Multi-Language
Manage and support multiple languages
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Customizable Tests
Create tailored assessments that test for specific relevant skills
Training Management
Track employee/learner's progression through training programs
Candidate Management
Build, track, and maintain relationships with candidates
Real-Time Reporting
Active reporting of data and metrics
Skills Tracking
Track employee skills, competencies, training & qualifications
Interview Scheduling
Plan, organize and set up the date, time and location of a candidate's individualized interview
Templates
Sample files or documents that could be customized as needed or used as is
Email Reminders
Reminders sent via email
Candidate Comparison
Compare candidate¿s testing results against each other and against set benchmarks
Assessment Management
Creation, administration, and evaluation of assessments or tests
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Job Application Management
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Job Management
Manage and track all job information and associated tasks
Video Support
Supports various video file formats
Online Tests
Exams administered online via computers or other electronic devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Branding
Add customized logos and colors to align with company branding
Automatic Grading
Automatically score assessment results
Multi-Language
Manage and support multiple languages
Billing & Invoicing
Create, manage, and send invoices or bills to customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Resume Database
A searchable repository of candidate profiles
Talent Pool
Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Marketing
Create and send email blasts/campaigns
Searchable Database
A collection of records that can be retrieved based on specific queries
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Data Import/Export
Import and export data to and from software applications
Recruiting Firms
Designed to be used by external or 3rd party recruiting or staffing firms
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Social Recruiting
Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Job Requisition
Request a new hire, explain the need, and determine available budget
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Data Import/Export
Import and export data to and from software applications
Estimating
Estimate expected cost based on various factors before a project begins
Timer
Multi-Currency
Manage and handle various international currencies
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Fields
Customize data fields to support various needs and use cases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Summary Reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Automatic Time Capture
Automate recording of time to reduce human error
Overtime Calculation
Manage and record overtime hours for hourly employees
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Language
Manage and support multiple languages
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
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Benchmarking
Compare key metrics for the business against prominent players in the industry
Microlearning
Distribute training content in bite-size pieces that can be consumed in short periods of time
Implicit Bias Elimination
Eliminating unconscious bias
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Employee Resource Groups
Employee-led groups to empower diversity and inclusion in a workplace
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Diversity Recruiting
Hiring process that is free from biasedness
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Collection
Process of gathering, measuring, and analyzing accurate data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
DEI Assessment
Measure and assess the performance of an organization based on key DEI factors
Customizable Reports
Alter the layout and content of reports
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Unified Communications
Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration
Candidate Profiles
Record candidates' information such as role, professional qualifications, experiences, skills or attributes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Resume Search
Search through the software for stored resumes
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Skill Assessment & Scoring
Evaluate the candidate's performance and score them for further assessment
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Live Video Interview
Remote interview conducted between an interviewer and a candidate using video conferencing technology
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Resume Database
A searchable repository of candidate profiles
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Session Recording
Record active support and chat sessions for auditing and training
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Panel Interviews
Type of interview in which a candidate faces multiple stakeholders simultaneously
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Interview Practice Session
A test/dummy window where candidates can go and practice their video and verbal skills before appearing for the actual interview
Pre-recorded Messages
Set of pre-recorded messages for candidates that can be shared before, during and after the video interview
Video Conferencing
Connect with meeting participants remotely over video
Video Call Recording
Record and playback video calls
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Project Tracking
Monitor the progress of projects from start to finish
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Production Cost Tracking
Budgeting/Forecasting
Create budgets based on historical data and future projections
API
Application programming interface that allows for integration with other systems/databases
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Progress Reports
Document and report the progress of ongoing projects
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Timesheet Management
Track the amount of time spent on a job or task
Project Time Tracking
Measure time to completion or hours worked for projects
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Bills of Material
Material list of manufacturing parts and associated costs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Overrun Reporting
Customizable Reports
Alter the layout and content of reports
Job Management
Manage and track all job information and associated tasks
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Percent-Complete Tracking
Level of completion within a task
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Quotes/Estimates
Generate quotes or estimates for customers
Cost Estimating
Forecast the cost and resources required to complete a project
Purchase Order Management
Create, send, and track purchase orders and their statuses
Real-Time Reporting
Active reporting of data and metrics
Inventory Management
Track and manage inventory levels to maintain proper supply
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Estimating
Estimate expected cost based on various factors before a project begins
Task Scheduling
Track and manage the scheduling of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Forecasting
Form predictions based on past and present data/trends
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Projections
Estimate or forecast of a future scenario based on the study of present trends
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications
Content (2)
Automation
Automates some or all operation related tasks
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Platform Functionality (4)
Sourcing and Candidate Identification
Search broad candidate pool to recruit passive talent
Job Posting
Ability to post job descriptions and allow candidates to apply within software or on company's website.
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Applicant Tracking
Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process.
Recruiting and Onboarding (3)
Sourcing and Candidate Identification
Search broad candidate pool to recruit passive talent
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Applicant Tracking
Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process.
Platform Basics - Talent Assessment (3)
Analytics
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Automation
Automates some or all operation related tasks.
Platform Content - Talent Assessment (13)
Candidate Screening
Tools that screen candidates for aptitude, personality, and essential work and job-related skills.
Content Library
Provides users with a useable content customizable based on industry, position, and company culture, and more.
Assessment
Provides detailed reports with filter options to sort, compare, and analyze candidate results.
Portal
Portal lets employers and candidates log into the system and view assessment results.
Emotional Intelligence
Uses emotional intelligence to inform questions and asses how well a candidate fits within a team or role.
Logical Reasoning
Contains questions designed to test logical reasoning or problem-solving skills.
Big Five
Bases questions on the "Big Five" personality traits to see how well a candidate fits into a role.
Psychometric
Contains tests with psychometric questions that evaluate candidates based on how a candidate's personality and aptitude allows them to perform the role.
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Tests/Assessments
Create tools to measure student retention of learning material and lessons
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Pre-made Test Library
A set of pre-made tests offered by a third party
Platform Performance - Talent Assessment (4)
Uptime
Is consistently available (uptime) and allows users to complete tasks reliably.
Analytics
Provides analytics tools that reveal important business metrics and track progress.
Monitoring
Contains application performance monitoring capabilities.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Platform Additional Functionality - Talent Assessment (8)
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities.
Payment
Contains built-in payment processing capabilities or integrates with payment processing software.
Integrations
Provides integrations with applicant tracking system (ATS) software.
Video Interview
Contains a video assessment/recording feature for users to answer questions candidly.
Simulation
Provides a simulation using digital or VR methods to assess how a potential employee performs tasks in real time.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Project Management (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Agentic AI - Recruiting Automation (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Capabilities - Talent Assessment (6)
AI Personalization
Customizes or personalizes assessment questions to individual candidates with AI.
AI Predictive Insights
Analyzes candidate assessment results with AI to provide predictive insights on future performance, culture fit, or other elements.
AI Scoring
Automatically scores the talent assessment with the use of AI.
Assessment Generation
Uses generative AI to create psychometric, behavioral, or personality assessments.
AI Bias Detection
Detects and reduces bias with AI capabilities in assessment design, scoring, or recommendations.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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