NEW Profile Template Management for On/Offboarding (beta)
Profile Setup is receiving a HUGE facelift. This biggest win here is the introduction of Profile Templates – a way to organize exactly what information you’re collecting from what team members, based on location, department, and employment status.
For example: you have teams in Belgium, Boston, and Hong Kong. Now, you can create a Profile template with the exact information you need to collect from each team member.
Here is how you navigate to the profile set up:
From admin panel select Profile Setup
Navigate to the Profile Templates tab, from here you can select which profile fields should be added to each custom template!
3. Once your templates have been created, you can then quickly apply the correct template during Step 2 (Confirm Info) of the onboarding or offboarding process!
Bonus: Profile Templates can be customized to any specified Location/ Department/ Employment status - and you can have infinite templates...so the sky is the limit here.
This is rolling out in beta next week so shoot an email to firstname.lastname@example.org if you’d like to join in for an early preview.
Coming up next: custom profile templates for Relocations, Promotions, or create your own custom template for a unique use case.
🔥New Integration Alert🔥
Paychex users - it’s time to celebrate. You can now sync your team member data from Sapling straight to Paychex! Goodbye, manual CSV downloads 👋
Pro tip: take advantage of our new Location/Group/Employment status filters to apply the Paychex integration to specific team members.
Update to 15Five Integration pt. II
Last release, we enhanced the15Five integration with the ability to discern exactly what Employee Group and Employment Status apply when creating and syncing 15Five profiles with Sapling.
This week, we welcome 15Five directly into the platform! Check the new “Performance” tab on team member’s profiles. Clicking this brings you immediately into the 15Five platform if your team member was onboarded through Sapling (full walkthrough here!).
Coming up next: Take advantage of that new “Performance” tab for pre-existing team members you may not have onboarded through Sapling.
You know those UI facelifts in the Profile Setup section I mentioned? They represent the early steps of a 🔥 MASSIVE PRODUCT UPDATE 🔥 we’ve been cooking up over the last few months.
Here’s a sneak preview of time-savings coming your way 👀
We’ve simplified three key setup areas that will help minimize your overall admin work: Profile Templates, Workflows, and Documents. By Adding Location /Department /Employee Group tags to each of these sections, we’re helping fight off Time Vampires through a little something we call Smart Assignment.
Smart Assignment will take the guesswork out of getting your team members into or out of the organization by intelligently applying recommendations for the specific team member you’re hiring or offboarding. 🤯
All of this is opening up for beta customers starting next week and we have limited spots available. If you’re interested in getting a first-look at these improvements and saving time through Smart Assignment, shoot an email over to email@example.com. Can’t wait to share more details with you next release…~stay tuned friends~
As always, we love hearing your thoughts. Send an email to firstname.lastname@example.org with any comments/questions/favorite quarantine activities!