Sapling for Admins

How to customize Sapling to drive your team member's experience

Andy avatar Stephanie Thomas avatar Estefany Cerda avatar +2
47 articles in this collection
Written by Andy, Stephanie Thomas, Estefany Cerda and 2 others
Employee Data Management

Custom Profile Fields

Learn how to use the Profile Setup fields to collect, store, and run reports on custom team member information.
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Written by Manasa
Updated over a week ago

Setting Up Your Approval Engine

In this guide, we'll teach you how you can set up workflows for HR information updates.
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Written by Stephanie Thomas
Updated this week

Groups: Manage Your Teams, Locations And More.

Groups can help you organize and identify your people across teams, locations, and more.
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Written by Manasa
Updated over a week ago

Request Info To Keep Records Up To Date

Sapling's "Request Info" tool allows you to collect individual team member information in a simple and streamlined way.
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Written by Manasa
Updated over a week ago

Field History and Auditing: Tracking changes your team's data

Sapling's Field History tracks who has made changes to your teams data in the system.
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Written by Andy
Updated over a week ago

Bulk Assign, Request Information, Or Power Edit Information For Multiple Employees

Learn how to bulk request, assign, or edit information for multiple employees at once.
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Written by Manasa
Updated over a week ago

Personal Vs Company Email Management

Learn how Sapling manages the changeover from personal to company email addresses for new hires.
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Written by Manasa
Updated over a week ago

Importing Your People Data Into Sapling

The Sapling team will import all your employee data when you provide a CSV in the right format.
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Written by Manasa
Updated over a week ago