[
UKG Pro Reviews
](https://www.g2.com/products/ukg-pro/reviews)

[
UKG Pro Reviews
](https://www.g2.com/products/ukg-pro/reviews)

# UKG Pro Features

##### ## Core HR (22)

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.

Salary Structures

Manages position descriptions and pay grades/structures for each role

Compliance

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

Benefits Administration

Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options

Goal Management

Allows employees to set and manage work or career related goals

Benefits Management

Record employee's benefit plans and selections throughout career progression

Employee Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

HR Management

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

Recruitment Management

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

Payroll Management

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

Compliance Management

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

Document Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Performance Management

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

Time Off Management

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

Compensation Management

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

Training Management

Track employee/learner's progression through training programs

Timesheet Management

Track the amount of time spent on a job or task

Talent Management

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

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

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##### ## Platform (106)

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

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.

Accounting Integration

Integrate with a third-party accounting system

QuickBooks Integration

Integrates with QuickBooks

Real-Time Reporting

Active reporting of data and metrics

Third-Party Integrations

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

Payroll Integration

Facilitates integration with multiple third-party payroll systems

Accounting Integration

Integrate with a third-party accounting system

Payroll Reporting

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

User, Role, and Access Management

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

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Scalability

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

Payroll Reporting

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

Activity Dashboard

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

Compensation Management

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

Timesheet Management

Track the amount of time spent on a job or task

Performance Management

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

Benefits Management

Record employee's benefit plans and selections throughout career progression

Document Management

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

Payroll Management

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

Compliance Management

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

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Team Management

Organizing a group of people to accomplish a task

Policy Management

Create, manage, and track policies and procedures within an organization

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Mobile Access

Access software remotely via mobile devices

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Deduction Management

Determine what amounts employees should contribute towards their benefits from each paycheck

Employee Management

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

Reimbursement Management

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Receipt Management

Upload, track, and submit receipts in a central database

Time Off Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Expense Management

Plan, pay and track business related expenses.

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##### ## Time Tracking (5)

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.

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

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##### ## Client Invoicing (2)

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

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##### ## Mobile Time Tracking (15)

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.

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##### ## Administration (26)

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.

Timesheet Management

Track the amount of time spent on a job or task

Payroll Management

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

Employee Management

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

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Mobile Access

Access software remotely via mobile devices

Mobile Access

Access software remotely via mobile devices

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Payroll Entry

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

Time Off Accrual

Calculation and tracking of sick and vacation days.

Direct Deposit

Automatically deposits paychecks into employees' bank accounts.

Expense Reimbursement

Allows administrator to reimburse employees for business-related purchases.

Pre-tax Deductions

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

Wage Garnishment

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

Approvals

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

Check/W-2 Printing

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

Check/W-2 Delivery

Sends printed checks to administrator to distribute to employees.

Split Deposits

Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.

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##### ## Employee Self Service (4)

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.

Self Service Portal

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

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##### ## 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.

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##### ## Integration (10)

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.

API

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

401(k) Tracking

Track 401(k) participant contributions and employer match

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Vacation/Leave Tracking

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

Third-Party Integrations

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

Third-Party Integration

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

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##### ## Workforce Management Platform Features (29)

Labor Forecasting

Predict the number and types of employees necessary to meet anticipated demand to control labor costs.

Shift Scheduling

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Time & Attendance Tracking

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Absence & Leave Management

Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.

Succession Planning

Identify high performing employees with potential to be promoted with minimal development.

Workforce Analytics

Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.

Self-Service Capabilities

Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.

Mobile Shift Scheduling

Managers and employees can create or claim available work shifts and receive notifications on their mobile device.

Team Communication

Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.

Budgeting/Forecasting

Create budgets based on historical data and future projections

Automated Scheduling

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

Employee Scheduling

Assign working shifts or tasks to employees based on their availability

Time Off Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Timesheet Management

Track the amount of time spent on a job or task

Recruitment Management

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

Performance Management

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

Payroll Management

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

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Employee Management

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

Compliance Management

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Activity Tracking

Track and document all activities across devices, networks, and other systems

Sick Leave Tracking

Track and manage sick leave time

Vacation/Leave Tracking

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

Skills Tracking

Track employee skills, competencies, training & qualifications

Variable Workforce

Utilize third party services to cover unforeseen labor needs

Reporting/Analytics

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

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##### ## Sourcing (7)

Candidate Search

Searches for qualified candidates by integrating with career sites.

Career Page Configuration

Configures branded career page for the users website.

Candidate Sourcing

Proactive search for potential hires to fill current and future job openings and build talent pipelines

Job Posting

Posts job listings to job boards.

Candidate Sourcing Metrics

Reports where applicants are finding job listings.

Boolean Search

Capability to use a search engine via operators like AND, NOT, and OR

Resume Search

Search through the software for stored resumes

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##### ## Candidate Management - Applicant Tracking System (18)

Candidate Evaluations

Enables users to share feedback on candidates.

Applicant Data Management

Stores applicant data that can be accessed by multiple people on a team.

Hiring Processes Tracking

Tracks a candidates spot in the hiring process.

Automated Resume Parsing

Analyzes resumes and applicant data based on user-selected preferences.

Scheduling

Integrates with calendars and allows the scheduling of phone screens and interviews.

Candidate-Facing Statuses

Enables candidates to view their position in the process.

Workflow Building

Enables the building of custom recruiting workflows.

Application Management

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

Candidate Management

Build, track, and maintain relationships with candidates

Task Management

Create, manage and track all task activities and progression

Pipeline Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Approval Workflow

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

Application Management

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

Job Management

Manage and track all job information and associated tasks

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##### ## Platform Content (15)

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.

Customizable Templates

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

Employee Pulse Surveys

Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.

Survey Customization

Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.

Goal and Challenge Creation

Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.

Science-based templates

Provides content templates built by academics and/or practitioners and leverage science and research.

Customizable Templates

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

Process/Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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.

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##### ## Platform Additional Functionality (17)

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.

Employee Segmenting

Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.

Goal and Challenge Creation

Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.

Peer Recognition

Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.

Social Feedback Portal

Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.

Employee Portal

Online portal where employees can access and track their own information

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Peer-to-Peer Recognition

Allows employees to praise one another in a social network-like feed visible to the whole organization

Integrations

Integrates with business solutions such as HRIS systems and social tools.

Mobility

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

Corporate Discounts

Corporate discount platforms provide employees with access to discounts on products and services.

Employee Engagement

Provides employee survey and feedback features.

Rewards

Provides flexible and easy-to-manage employee reward options.

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##### ## 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.

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##### ## 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.

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##### ## Course Delivery (10)

Learning Paths/Tracks

Designing course materials to be completed in a sequential order for personalized learning purposes

Communication & Notifications

Provides functionality to communicate and send notifications to users.

Assignment Scheduling

Enables users to plan assignments and dispense them automatically.

Self-paced Learning

Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge

Mobile Learning

Access for students to complete learning materials on mobile platforms

Blended Learning

Supports learning paths that combine in-person classes with online/virtual courses

Social Learning

Create tools to promote social interaction and learning between students/trainees and instructors/trainers

Synchronous Learning

Real-time, interactive learning experiences where participants engage in learning activities simultaneously

Extended Enterprise Learning

Training that is provided to learners outside of a company

Asynchronous Learning

Supports flexible learning at different times (i.e., learners can access course materials at their own pace)

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##### ## Course Management (5)

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.

SCORM Compliance

Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework

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##### ## 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.

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##### ## Interface (2)

White Labeling

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

Multilingual

Provides multiple language choices.

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##### ## Basics (4)

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.

Real-Time Reporting

Active reporting of data and metrics

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##### ## Additional Functionality (375)

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Dashboard

Has a centralized dashboard for users to interact with

Activity Dashboard

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

Internal Talent Mobility

Movement of employees across roles within the same company

Employee Portal

Online portal where employees can access and track their own information

Self Service Portal

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Duplicate Detection

Compare new data with existing records to detect duplicate entries

AI Copilot

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

Customizable Reports

Alter the layout and content of reports

Role-Based Permissions

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

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts/Notifications

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

Data Import/Export

Import and export data to and from software applications

Reminders

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

Customizable Templates

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

Compensation Statements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Goal Setting/Tracking

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

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Market Data Analysis

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Employee Reward Programs

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Employee Portal

Online portal where employees can access and track their own information

Compensation Plan Modeling

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Employee Database

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

Audit Trail

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

Real-Time Reporting

Active reporting of data and metrics

Customizable Branding

Add customized logos and colors to align with company branding

Rewards Program

Point or incentive based programs loyalty programs designed to increase customer engagement

Reporting/Analytics

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

Learning & Development

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

Social Engagement

Process of communicating with an online community and measuring the effectiveness of activity

Chat/Messaging

Communicate using direct chat or messages within the system

Customizable Questions

Tailored or customizable questions for more targeted and relevant data collection

Customizable Reports

Alter the layout and content of reports

Commenting/Notes

Leave comments and notes on documents for others to view

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Generative AI

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Question Library

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Gamification

Games or game-like elements to track progress and reward accomplishments

Real-Time Data

Receive data and information in real time

Performance Metrics

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

Scoring

Automatically calculate score after the assessment

AI Copilot

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

Offboarding

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

Visual Analytics

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

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts/Notifications

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

Employee Database

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

Reminders

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

Applicant Tracking

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

Time & Attendance

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

Predictive Analytics

Predict future data based on historical data sets

Learning & Development

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

Employee Database

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

Employee Engagement

Tools to improve and measure employee satisfaction and involvement

Self Service Portal

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

Sick Leave Tracking

Track and manage sick leave time

Customizable Branding

Add customized logos and colors to align with company branding

Mobile App

Access the system via a mobile application

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Onboarding

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

Customizable Reports

Alter the layout and content of reports

360 Degree Feedback

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

Customizable Templates

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

AI Copilot

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

Reporting/Analytics

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

Succession Planning

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

Data Import/Export

Import and export data to and from software applications

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Offboarding

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

Reminders

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

Applicant Tracking

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

Time & Attendance

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

Predictive Analytics

Predict future data based on historical data sets

Learning & Development

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

Employee Database

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

Employee Engagement

Tools to improve and measure employee satisfaction and involvement

Self Service Portal

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

Sick Leave Tracking

Track and manage sick leave time

Customizable Branding

Add customized logos and colors to align with company branding

Mobile App

Access the system via a mobile application

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Onboarding

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

Customizable Reports

Alter the layout and content of reports

360 Degree Feedback

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

Customizable Templates

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

AI Copilot

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

Reporting/Analytics

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

Succession Planning

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

Data Import/Export

Import and export data to and from software applications

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Offboarding

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

For Cloud

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

Employee Training

Time Off Requests

Tools that allow employees to request/schedule time off

AI Copilot

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

Built-in Course Authoring

Tools that allow users to create and publish courses and course material/content

Reminders

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

Academic/Education

Software specialized for schools (K-12 & Post-Secondary)

eLearning Companies

Software specialized for companies that sell courses/content

Virtual Classroom

Classes/sessions accessible via web browser of built-in video conferencing

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Personalization and Recommendation

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

Video Conferencing

Connect with meeting participants remotely over video

Certification & Licensing

Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders

Single Sign On

Allow users to access multiple services after entering their login credentials once

API

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

Progress Reports

Document and report the progress of ongoing projects

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

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

Discussions/Forums

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Enrollment Confirmation

Confirmation of the enrollment of a student in a course, class, activity, or program

Customizable Reports

Alter the layout and content of reports

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

Gradebook

Track student's scores and grades on course materials

Corporate/Business

Software specialized for corporate use

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

AI Copilot

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

Customizable Reports

Alter the layout and content of reports

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

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

Employee Database

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

Activity Tracking

Track and document all activities across devices, networks, and other systems

Data Security

Protect sensitive data for digital privacy

Employee Handbook

Create and share a new employee handbook with helpful information

Data Import/Export

Import and export data to and from software applications

Generative AI

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

Reminders

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

Role-Based Permissions

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

Customizable Fields

Customize data fields to support various needs and use cases

Applicant Tracking

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

Reporting & Statistics

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

Self Service Portal

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

Data Import/Export

Import and export data to and from software applications

Question Library

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Customizable Templates

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

Reminders

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

Recruiting Firms

Designed to be used by external or 3rd party recruiting or staffing firms

Talent Pool

Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role

AI Copilot

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

Scoring

Automatically calculate score after the assessment

Candidate Profiles

Record candidates' information such as role, professional qualifications, experiences, skills or attributes

Job Board

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

Internal HR

Designed to be used by internal recruiters or HR hiring managers

Reference Checking

Process used by hiring managers to get more information about a candidate by contacting previous employers

Careers Page

Web page to host job postings, show role descriptions or receive applications from potential candidates

Resume Storage

Upload and store resumes

Customizable Branding

Add customized logos and colors to align with company branding

Collaboration Tools

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

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Alerts/Notifications

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

Matching Engine

Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing

Search/Filter

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

Social Recruiting

Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more

Onboarding

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

Reporting & Statistics

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

For Small Businesses

Designed for small businesses

Background Screening

Researching and validating a person's criminal, educational, job or financial records

Commenting/Notes

Leave comments and notes on documents for others to view

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

Email Marketing

Create and send email blasts/campaigns

Searchable Database

A collection of records that can be retrieved based on specific queries

GDPR Compliance

Ensure compliance with the General Data Protection Regulation protocols

Job Requisition

Request a new hire, explain the need, and determine available budget

Reminders

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Generative AI

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

Alerts/Notifications

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

W-2 Preparation

Automatically create and distribute W-2/1099 tax forms to employees.

Multi-Country

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Employee Database

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

Reporting & Statistics

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

Employee Self Service

Gateway through which employees can access the system

AI Copilot

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

Data Import/Export

Import and export data to and from software applications

Multi-State

Pay employees in multiple states with correct tax deduction amounts in each

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Tax Compliance

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Time Tracking

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

Customizable Reports

Alter the layout and content of reports

Web-based Deployment

SaaS, web-based, online deployment

Payroll Outsourcing

Delegate payroll processing to third party vendors

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Multi-Currency

Manage and handle various international currencies

Corporate/Business

Software specialized for corporate use

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

1099 Preparation

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Auto Update

Automatic update of information / software

Time & Attendance

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

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Accounting

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

For Accountants

Software specialized for accountants and accounting firms

For CPA Firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Multi-Location

Manage and support multiple locations

Reporting/Analytics

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

For Small Businesses

Designed for small businesses

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Single Sign On

Allow users to access multiple services after entering their login credentials once

Succession Management

Real-Time Analytics

Analyze and gain insights into data in real-time

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Employee Database

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

Goal Management

Allows employees to set and manage work or career related goals

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Alerts/Notifications

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

Succession Planning

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

"What If" Scenarios

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Talent Acquisition

Recruiting, tracking, and interviewing candidates and onboarding/training new employees

Training Management

Track employee/learner's progression through training programs

Compliance Management

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

API

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

Applicant Tracking

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

Career Development

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

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Reporting/Analytics

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Customizable Reports

Alter the layout and content of reports

Recruitment Management

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

Employee Management

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Learning Management

Organize and track educational activities

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Compensation Management

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

Individual Development Plans

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

Email Reminders

Reminders sent via email

Generative AI

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

AI Copilot

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

Document Storage

Store and organize documents in a centralized system

Monitoring

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

Assessment Management

Creation, administration, and evaluation of assessments or tests

Customizable Templates

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

Competency Management

Catalog, manage, and develop employee skill sets

Third-Party Integrations

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

Performance Management

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

Onboarding

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

Customizable Branding

Add customized logos and colors to align with company branding

Reminders

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

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

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

Real-Time Reporting

Active reporting of data and metrics

Shift Swapping

Managing and trading shift details between employees

AI Copilot

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

Real-Time Notifications

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

Reminders

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

Self Service Portal

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

Employee Database

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

Time Off Requests

Tools that allow employees to request/schedule time off

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Performance Metrics

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

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Document Storage

Store and organize documents in a centralized system

Real-Time Data

Receive data and information in real time

Data Import/Export

Import and export data to and from software applications

Time & Attendance

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

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Clock In/Out

Track employees' arrival and departure timings for payroll purposes

Customizable Reports

Alter the layout and content of reports

Generative AI

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

Employee Portal

Online portal where employees can access and track their own information

Performance Metrics

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

Self Service Portal

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

Customizable Templates

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

Generative AI

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

Employee Management

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Reporting & Statistics

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

AI Copilot

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

Alerts/Notifications

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

Weighted Performance Measures

Assess skills, outcomes and results using preset metrics and averages

Third-Party Integrations

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

Peer Appraisals

Peer/teammate feedback and review on individual's performance

Personalization and Recommendation

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

Compensation Management

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

Performance Appraisal

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

Individual Development Plans

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

Self Assessment

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

Skills Assessment

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

Performance Review Management

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

Document Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Training Management

Track employee/learner's progression through training programs

Employee Database

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

AI Summarization

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

Competency Management

Catalog, manage, and develop employee skill sets

API

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

Employee Recognition

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

Onboarding

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

Career Development

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

Customizable Branding

Add customized logos and colors to align with company branding

Reminders

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

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

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Goal Management

Allows employees to set and manage work or career related goals

eCards

Digital greeting cards that are sent electronically, usually via email

Incentive Management

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Gamification

Games or game-like elements to track progress and reward accomplishments

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Leaderboards

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Chat/Messaging

Communicate using direct chat or messages within the system

Budget Control

Manage and monitor spending to align with the financial constraints or goals

Mobile Access

Access software remotely via mobile devices

Single Sign On

Allow users to access multiple services after entering their login credentials once

API

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

Peer-to-Peer Recognition

Allows employees to praise one another in a social network-like feed visible to the whole organization

Employee Reward Programs

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Customizable Templates

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

Ongoing Performance Tracking

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

Customizable Branding

Add customized logos and colors to align with company branding

Nominations

Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award

Recognition Tracking

Track accrued recognition and rewards at an individual employee level

Social Recognition

Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement

Awards Management

Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc.

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Alerts/Notifications

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

Customizable Reports

Alter the layout and content of reports

Reminders

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

Rewards Catalog

A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more

Manager-to-Employee Recognition

Allows managers to praise, recognize skills, and give feedback to their employees

360 Degree Feedback

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

Commenting/Notes

Leave comments and notes on documents for others to view

Generative AI

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

AI Copilot

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

Multi-Language

Manage and support multiple languages

Reporting/Analytics

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

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

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##### ## Content (2)

Automation

Automates some or all operation related tasks

File Sharing

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

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##### ## Training & eLearning (18)

Assessments and Practice

Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.

Content Delivery and Tracking

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.

Customer Training

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

Manager Portals

Allows managers to see progress of team members.

Content Storage and Management

Provides functionality to store, organize, and search all training content.

Content Libraries

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Course Tracking

Track which progress and course materials have been completed by each user

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

eCommerce Management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Knowledge Base Management

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Course Management

Create, organize, and assign courses to users

Assessment Management

Creation, administration, and evaluation of assessments or tests

Training Management

Track employee/learner's progression through training programs

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

Learner Portal

Students can access materials and communicate with instructors via their online student profile

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##### ## 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.

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##### ## 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

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##### ## Platform Basics (6)

Performance Benchmarking

Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.

Reporting & Dashboards

Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.

Interoperability

Connects to external systems and applications as needed to complete team workflows.

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.

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##### ## Performance reviews (5)

360 Reviews

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

Customizable Forms

Provides customizable employee review forms and questions.

Review Cycle Tracking

Follow the progression of a task associated with performance reviews

Ongoing Performance Tracking

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

Applicant Tracking

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

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##### ## Goals (2)

Goal Setting/Tracking

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

Company Goals And OKRs

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

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##### ## Feedback (6)

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.

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

360 Degree Feedback

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

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##### ## Data (4)

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.

Customizable Reports

Alter the layout and content of reports

Real-Time Data

Receive data and information in real time

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##### ## Generative AI (9)

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.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

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.

Generative AI

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

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##### ## Platform - Compensation Planning (8)

Compensation Budgeting

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Merit Cycle Planning

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

Pay Transparency

Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Automated Compliance

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.

Reward Structuring

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Compensation History

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Succession Planning

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

Salary Planning

Budgets, benchmarks and tracks all salary processes and associated costs

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##### ## Additional Features - Compensation Planning (3)

Reporting Capabilities

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Workflow Automation

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Integrations

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

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##### ## Fatigue Management - Fatigue Risk Management (6)

Education and Training Modules

Offers educational content and training modules to help employees understand and manage fatigue.

Work Schedule Analysis

Analyzes work schedules to identify periods of high fatigue risk and suggest optimal scheduling adjustments.

Fatigue Monitoring

Tracks and monitors employee fatigue levels using various metrics, algorithms, and self-reporting tools.

Wearable Device Support

Supports a range of wearable devices to capture real-time data related to fatigue and overall health.

Customizable Risk Models

Allows organizations to customize fatigue risk models based on specific operational needs and environments.

Alerts and Notifications

Provides real-time alerts and notifications to employees and managers when high fatigue levels are detected.

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##### ## Platform Capabilities - Fatigue Risk Management (3)

Reporting and Analytics

Generates comprehensive reports and employs advanced analytics to help organizations understand fatigue trends and make informed decisions.

Fleet Management Integrations

Integrates with fleet management systems to monitor and manage driver fatigue in real-time.

Mobile Support

Provides mobile applications that enable employees to easily input data and access fatigue management tools on the go.

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##### ## Agentic AI - Performance Management (3)

Succession Planning

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

Multi-step Planning

Ability to break down and plan multi-step processes

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### ## Agentic AI - Corporate Learning Management Systems (3)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Multi-Language

Manage and support multiple languages

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##### ## Agentic AI - Applicant Tracking Systems (ATS) (3)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Decision Making

Makes informed choices based on available data and objectives

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##### ## 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

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##### ## AI - Applicant Tracking Systems (ATS) (4)

Predictive Insights

Admin can use predictive AI analytics to better match candidates to positions.

AI Job Description

Users can generate job descriptions with generative AI.

Chatbot

Provides an AI chatbot to guide users through the hiring process.

Generative AI

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

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##### ## Conversational Automation - AI Agents for HR (2)

Conversational Assistants

Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.

Multi‑Language Support & Localization

Interacts fluently across multiple languages and regions, adapting tone and HR context.

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##### ## Task Automation - AI Agents for HR (1)

Autonomous Task Execution

Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.

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##### ## Predictive Analytics - AI Agents for HR (1)

Attrition and Engagement Prediction

Supports analysis sentiment and behavior data to signal disengagement or flight risk.

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##### ## Compliance & Policy - AI Agents for HR (1)

Policy Enforcement & Compliance

Automatically enforce local regulation and company policy during HR workflows.

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##### ## Multi‑System Integration - AI Agents for HR (1)

System Integration & Data Access

Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.

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##### ## Proactive Intervention - AI Agents for HR (1)

Proactive Nudges & Conversation Support

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.

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##### ## Agent Governance - AI Agents for HR (1)

Human‑in‑the‑Loop Governance

Helps routing complex or critical decisions to humans, keeping oversight central to operations.

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##### ## Talent Acquisition & Recruitment - AI Agents for HR (2)

AI‑Powered Candidate Screening

Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates.

Interview & Scheduling Agent

Autonomously schedules interviews, follows up with candidates, and manages communication.

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##### ## Usage Tracking/Analytics (1)

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

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##### ## Compliance Management (1)

Compliance Management

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

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##### ## Autonomous Task Execution (1)

Autonomous Task Execution

Completes tasks independently without constant human intervention

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##### ## Third-Party Integration (1)

Third-Party Integration

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

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##### ## Conversational AI (1)

Conversational AI

Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses

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##### ## Multi-Language (1)

Multi-Language

Manage and support multiple languages

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##### ## Predictive Analytics (1)

Predictive Analytics

Predict future data based on historical data sets

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##### ## Workflow Automation (1)

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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##### ## HR System Integration (1)

HR System Integration

Integrate with core HR systems such as HRIS, ATS, knowledge bases, and payroll software

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##### ## Escalation Management (1)

Escalation Management

Define a process for transferring calls/tickets to management

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##### ## Proactive Tasking (1)

Proactive Tasking

Provide proactive or multi-step task support, not only reactive conversational responses

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##### ## Proactive Intervention (1)

Proactive Intervention

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders

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##### ## AI‑Powered Candidate Screening (1)

AI‑Powered Candidate Screening

Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates

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##### ## Policy Enforcement (1)

Policy Enforcement

Automatically enforce local regulation and company policy during HR workflows.

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##### ## Interview & Scheduling Agent (1)

Interview & Scheduling Agent

Autonomously schedules interviews, follows up with candidates, and manages communication

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##### ## Agent Governance (1)

Agent Governance

Helps routing complex or critical decisions to humans, keeping oversight central to operations

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##### ## HR Automation (1)

HR Automation

Autonomously perform or assist with HR tasks across the employee lifecycle

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Policy Compliance Management](/glossary/policy-compliance-management)

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.

[Shift Scheduling](/glossary/shift-scheduling)

Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process.

[Peer Recognition](/glossary/peer-recognition)

Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.

[Wage Garnishment](/glossary/wage-garnishment)

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.

[Labor Forecasting](/glossary/labor-forecasting)

Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy.

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