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Sapling for Admins
Sapling for Admins
How to customize Sapling to drive your team member's experience
55 articles in this collection
Written by
Estefany Cerda
and
Brian Craft
The Family First Coronavirus Response Act & Sapling
Written by
Brian Craft
Updated over a week ago
Sapling's Feedback Portal
How to share your feedback directly with Sapling's Product Team.
Written by
Brian Craft
Updated over a week ago
Getting started with Sapling
What is a Program Lead?
Behind every successful employee experience program, there is someone who owns the process and works diligently to keep the program running.
Written by
Brian Craft
Updated over a week ago
Your Home Page: Sapling Updates
Instantly get a snapshot of your tasks and see relevant team information from your Sapling Updates Page
Written by
Estefany Cerda
Updated over a week ago
Team Transitions: Onboarding and Offboarding
Bulk Rehire
Quickly onboard returning team members with Bulk Rehire
Written by
Brian Craft
Updated over a week ago
Bulk Onboarding
Speed up onboarding with Bulk Onboarding
Written by
Brian Craft
Updated over a week ago
How to Set Up a Buddy Program
Speed up new hire proficiency with a buddy program in Sapling
Written by
Brian Craft
Updated over a week ago
Pending Hires
How to use the Pending Hires page to begin the Pre-boarding/Onboarding experience for new team members
Written by
Estefany Cerda
Updated over a week ago
Onboarding A New Hire
Learn how to coordinate a streamlined, repeatable, and consistent onboarding experience for new hires.
Written by
Estefany Cerda
Updated over a week ago
Smart Assignment
Apply Smart Assignment recommendations to save time and take the guesswork out of your onboarding and offboarding processes.
Written by
Brian Craft
Updated over a week ago
Offboarding An Existing Team Member
How to use Sapling to coordinate a streamlined and consistent offboarding experience.
Written by
Estefany Cerda
Updated over a week ago
Dashboard Stages: Onboarding, Transitions, Offboarding and Documents
In this article, learn how to define and understand the different stages on your Dashboard.
Written by
Estefany Cerda
Updated over a week ago
Documents
Acknowledge Or Read-Only Documents
Sometimes there are documents that a new hire needs to read, but not sign. Learn the best practices for this here.
Written by
Estefany Cerda
Updated over a week ago
Documents: E-Signatures, Uploads And Packets
Sapling allows team members to e-sign legally binding documents during any phase of the employee lifecycle.
Written by
Estefany Cerda
Updated over a week ago
Time Off and Calendar
Time Off Tracking Terminology
Below is a glossary of terms related to Time Off Tracking in Sapling:
Written by
Brian Craft
Updated over a week ago
Setting Up A New Time Off Policy
With Sapling, you can set up multiple time off policies that pertain to different employee groups.
Written by
Brian Craft
Updated over a week ago
Setting Up Company Holidays
How to provide visibility over your company observed holidays.
Written by
Estefany Cerda
Updated over a week ago
Calendar: Visibility Into The Team Member's Experience
Providing clarity on timelines and future events in Sapling
Written by
Estefany Cerda
Updated over a week ago
Recommendations for Rolling Out Time Off
With Sapling's new time off feature, Admins can create, modify or delete your company's time off policies.
Written by
Estefany Cerda
Updated over a week ago
Calendar Feeds: Sync Sapling With Your Preferred Calendar
Learn how to create calendar feeds for new hire start dates, Task due dates, Birthdays, Anniversaries, Time Off, + more.
Written by
Estefany Cerda
Updated over a week ago
Employee Data Management
Track and Approve
Build custom tables to store employee data, create approval chains, and track all outstanding approvals in the Approvals Dashboard.
Written by
Brian Craft
Updated over a week ago
Bulk Data Upload (Self Service Upload)
Create or update team member profile information from a spreadsheet
Written by
Brian Craft
Updated over a week ago
Custom Profile Fields, Custom Tables, and Profile Templates
Learn how to use the Profile Setup fields to collect, store, and run reports on custom team member information.
Written by
Estefany Cerda
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.
Written by
Brian Craft
Updated over a week ago
Groups: Manage Your Teams, Locations And More.
Groups can help you organize and identify your people across teams, locations, and more.
Written by
Estefany Cerda
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.
Written by
Estefany Cerda
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.
Written by
Brian Craft
Updated over a week ago
Bulk Action Menu
Learn how to bulk request, assign, or edit information for multiple employees at once (including re-assigning managers!)
Written by
Estefany Cerda
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.
Written by
Estefany Cerda
Updated over a week ago
Permissions and Access Levels
Custom Permissions In Sapling
Create and manage Permission Levels to customize access to important information in Sapling.
Written by
Estefany Cerda
Updated over a week ago
How Your Team Members Access Sapling
How to invite your team members into the Sapling platform.
Written by
Brian Craft
Updated over a week ago
View-As Mode
Super Admins have the ability to login as a particular team member to help with troubleshooting, functionality, and navigation.
Written by
Estefany Cerda
Updated over a week ago
Reporting and Analytics
Reporting: Quickly Get The Data You Need
Learn how to build custom reports to get the data you need.
Written by
Estefany Cerda
Updated over a week ago
Point In Time Reporting
Learn how to view a snapshot of your data with a Point in Time report.
Written by
Estefany Cerda
Updated over a week ago
Scheduling Reports To Save Time
Schedule reports to send to a specific user or permission group at a specific time.
Written by
Estefany Cerda
Updated over a week ago
Emails from Sapling
Overview of Sapling Time Off Emails
An overview of the different emails that Sapling sends to team members regarding Time Off.
Written by
Brian Craft
Updated over a week ago
Smart Emails: How To Set Up Automated Emails At Every Step Of The Employee Lifecycle
How to set up, edit, and customize the emails you send to your team
Written by
Estefany Cerda
Updated over a week ago
Onboarding Emails - Best Practices
An outline of the touchpoints from Sapling during the new hire process.
Written by
Brian Craft
Updated over a week ago
How To Maximize Smart Emails For The Entire Employee Lifecycle
Get a feel for how HR leaders are using Smart Emails to automate their employee communication
Written by
Estefany Cerda
Updated over a week ago
Tasks and Workflows
How to E-Verify team members via Sapling
A workaround to use Sapling Tasks to E-Verify all new USA-based team members.
Written by
Brian Craft
Updated over a week ago
Everything You Need To Know About Tasks And Workflows
Driving a streamlined and consistent employee experience through tasks and workflows.
Written by
Brian Craft
Updated over a week ago
How To Maximize Workflows For The Entire Employee Lifecycle
This article covers alternative ways to utilize Sapling's Workflows (outside of Onboarding/Offboarding)!
Written by
Estefany Cerda
Updated over a week ago
Life Of A Sapling Workflow - Auditing Task Completion
Written by
Estefany Cerda
Updated over a week ago
Task Comments: supercharge your workflows in Sapling
@mentions allow your to communicate with your team directly in Sapling
Written by
Brian Craft
Updated over a week ago
Sub-Tasks: smaller, clearer steps to success
Use sub-tasks to simplify your task and provide the right instructions to your team.
Written by
Brian Craft
Updated over a week ago
Other Tools
Using Tokens for personalized experiences
Tokens add scalable personalization to your tasks, emails, and documents
Written by
Brian Craft
Updated over a week ago
Surveys – List of all Questions
Written by
Brian Craft
Updated over a week ago
How to run an Organizational Network Analysis (ONA) Survey
Learn how to leverage Sapling’s ONA survey to understand how employees collaborate.
Written by
Brian Craft
Updated over a week ago
Platform Settings
Written by
Brian Craft
Updated over a week ago
Surveys
Frictionless solutions for common internal surveys
Written by
Brian Craft
Updated over a week ago
Admin actions from the profile
As an admin you have access to 6 core actions on each profile page.
Written by
Brian Craft
Updated over a week ago
Company Links (Intranet): Providing Relevant Info For Team Members
Sapling’s Intranet or Company Links widget is the best place to store links to important information for team members.
Written by
Estefany Cerda
Updated over a week ago
Customizing The Employee Experience
How to customize the employee experience to reflect your brand assets.
Written by
Estefany Cerda
Updated over a week ago
Exploring Your Org Chart
Sapling offers a better way to view, build and manage your team visibly through the Org Chart.
Written by
Estefany Cerda
Updated over a week ago
Workspaces: Empowering Team Collaboration
Learn how to assign tasks in Sapling to a group of people (instead of a single individual).
Written by
Estefany Cerda
Updated over a week ago