Happy first release of the new year! We’re excited to share what we’ve been cooking up to start 2021 with a bang 💥
New module: Track & Approve – Simplifying how employee data is tracked, updated, and managed via Custom Tables
Smart Email Updates – New organization added to the Email Notification tab
Improved – Time Off Tracking and Pre-boarding
Feature of the week – Google OU’s/Groups
In case you missed it – Check out our first live webinar of the year with 15Five and JazzHR: Embracing Technology in an Ever-Evolving HR Ecosystem!
✅ Track & Approve: New module to help easily track changes to team member data
Tracking updates to data stored in Custom Tables on a team member profile (for ex: their Role, Compensation, Employment Status, etc.) can be challenging to keep tabs on – especially if multiple people need to approve when changes are made.
With the launch of Sapling’s Track & Approve module, we’ve added a few key features to help seamlessly manage this process from start to finish. Now, you can:
Build unlimited custom tables with unlimited tracked fields customized to your unique needs
Leverage pre-built templates to help you track data for common situations like Benefit Elections, Bonus Compensation, Certifications, Equity, + more
Create in-depth approval chains for any changes made, with the option to add an unlimited number of approvers (specified by name or role type)
*Biggest win* Track all pending approvals via the new Approvals Dashboard
With the introduction of the new Approvals Dashboard, all outstanding approvals can now be viewed and actioned in a single, centralized place.
To access the dashboard, go to Dashboard > Pending Approvals to view approval details or send reminder nudges for any changes stuck in approval limbo.
How this affects you: if you currently use Custom Tables to track your employee data with Sapling, this new module will be automatically added to your account, free of charge 🎉
If you do not currently utilize Custom Tables in Sapling and would like to learn how to add them, please send an email to firstname.lastname@example.org to discuss adding this module.*
*note: not currently available for customers leveraging BambooHR, Namely, or Workday as their HRIS due to partner API limitations.
📩 Simplified notification center for Smart Emails
As the cherry-on-top to our recent round of Smart Email improvements, we’ve simplified the Smart Email notification center to be organized by notification type.
Previously called “Platform”, you’ll now find all event-triggered emails in the “Notifications” tab – with newly organized subsections divided into People, Tasks & Documents, Team Insights, and Custom.
To edit any a notification email, click on the pencil icon ✏️ on the right hand side of the template, make your desired changes, and click Update.
Time Off Tracking – Fixed bug that showed cancelled Time Off requests in the Sapling Calendar
Preboarding data – Fixed bug that allowed some new hires to complete preboarding even if they had entered incorrect data (missing phone numbers or SSNs that were too short)
✨Feature of the week: Google Groups
For G Suite users (now known as Google Workspace), Sapling allows you to create Google Organizational Units (OUs) and Groups to add users into group email aliases.
For example: a new hire joining as an Executive Assistant may need to be added to the email email@example.com in order to receive important communications and notifications sent to that address.
To easily add a new hire to a Google OU/Group, scroll to the bottom of the Step 1 - Create Profile section during onboarding and make a selection from the drop-down list.
Once selected, your new hire will be automatically added to the specified groups, ensuring the right hires have access to the right group emails from the get go.
👀 In case you missed it
Trying to decide what HR technology can best support your needs for the new year? Check out our next webinar with JazzHR & 15Five to discuss with us how to Embrace Technology in an Ever-Evolving HR Ecosystem.