Xref Features
Platform (68)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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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.
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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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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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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
Platform Basics (6)
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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.
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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.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Optimization
Optimized for any device for candidates and referees' ease-of-use.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (8)
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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.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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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.
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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
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Templates
Pre-built or cusomizable referench check templates.
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Automated
Automated process for quick response and bulk reference checks.
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Customizable Reports
Alter the layout and content of reports
Platform Additional Functionality (12)
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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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
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Integrations
Integrates with additional solutions such as background check and ATS.
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Identity verification
Verifyies identity of candidates.
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Fraud detection
System notifies employers if it detects potentially fraudulent cases.
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Custom branding
Customizable with company logo, name, and click-through link, to name a few.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform Data (5)
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Visualization
Contains tools to visalize data sets or workflows.
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Security and Compliance
Adheres to best practice for risk, security, and quality control.
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Alerts and Notifications
Sends notifications to users in-app or through email, text message regarding all reference checks.
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GDPR Compliant
Platform compliant with all GDPR requirements.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Performance reviews (2)
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customizable forms
Provides customizable employee review surveys and questionnaires.
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360 reviews
Facilitates 360-degree feedback between managers, employees, and peers.
Feedback (3)
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requesting feedback
Allows employees or managers to request feedback from other employees.
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continuous feedback
Collects continuous feedback, or regular exchanges of feedback between employees.
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
Data (3)
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Dashboard and Reporting
Generates in-depth visual dashboards and reports based on employee performance data.
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Historical Analysis
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Additional Functionality (82)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Assessment Management
Creation, administration, and evaluation of assessments or tests
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Portal
Online portal where employees can access and track their own information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Email Reminders
Reminders sent via email
Rater Selection
Process of choosing individuals who will assess and provide feedback on an employee's performance during a performance appraisal
Appraisal History
Survey/Poll Management
Create and administer polls and surveys
Customizable Branding
Add customized logos and colors to align with company branding
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Self Assessment
An individual's evaluation of his or her own strengths, weaknesses, and skills
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Performance Review Management
Create, fill out, and send performance reviews to individual employees
Benchmarking
Compare key metrics for the business against prominent players in the industry
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
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
Status Tracking
Track the status over time for a request, process, asset, or transaction
Candidate Scoring
Assign a qualitative score to a candidate
Survey Library
Repository of pre-built questionnaires that can be used as is
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reference Request Automation
Ability of the software to take the manual effort out of the process of requesting and collecting references
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Email/Online
The method of requesting and completing tasks or providing/accessing information
Workflow Management
Create, design and manage workflows for repetitive tasks
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Referral Tracking
Log and store the source of contacts/leads
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Survey Builder
Create and manage surveys
Mobile Access
Access software remotely via mobile devices
Email Reminders
Reminders sent via email
Bulk Reference Request
Ability to request multiple references in the same batch



