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Description
Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.
Description
Sapling streamlines the processes for HR and People Teams by saving time, minimizing risks, and uniting remote and distributed workforces. Integrate seamlessly with your applicant tracking systems (ATS) to initiate the onboarding journey effortlessly. Automatically extract candidate information from platforms like Lever, Google Hire, and LinkedIn, among others! Provide new employees with an exceptional welcome experience. Familiarize them with your organization's culture and team dynamics even before they officially start. Allow new hires to modify their personal information and complete necessary documentation and tasks. Guarantee that each team member is positioned for success right from their first day. Gather essential data for every employee efficiently. Enable local teams to pose relevant questions during onboarding, offboarding, or other transitions. Create customized employee record templates that can adapt based on specific situations. Control which fields to display, hide, or require according to individual needs. Automatically assign tasks and workflows tailored for various locations, teams, or types of employment. This approach significantly reduces reliance on manual checklists, prevents data duplication, and ensures that nothing is overlooked or forgotten during these critical processes. In essence, Sapling fosters a more organized and cohesive onboarding experience for all involved.
API Access
Has API
API Access
Has API
Integrations
ADP Enterprise HR
ADP StandOut
ADP Workforce Now On the Go
Applauz Recognition
Appraisd
Assembly
Causal
ChartHop
Guru
Hyperproof
Integrations
ADP Enterprise HR
ADP StandOut
ADP Workforce Now On the Go
Applauz Recognition
Appraisd
Assembly
Causal
ChartHop
Guru
Hyperproof
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Vendor Details
Company Name
Kallidus
Founded
2000
Country
United States
Website
www.kallidus.com/product/sapling-hris/
Product Features
Product Features
Human Resources
360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management
Onboarding
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management