Sapling for Admins

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

Andy avatar Stephanie Thomas avatar Estefany Cerda avatar +2
52 articles in this collection
Written by Andy, Stephanie Thomas, Estefany Cerda and 2 others
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.
Mariah Wilson avatar
Written by Mariah Wilson
Updated over a week ago

Bulk Data Upload (Self Service Upload)

Create or update team member profile information from a spreadsheet
Mariah Wilson avatar
Written by Mariah Wilson
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.
Manasa avatar
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.
Stephanie Thomas avatar
Written by Stephanie Thomas
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.
Manasa avatar
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.
Manasa avatar
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.
Andy avatar
Written by Andy
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!)
Manasa avatar
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.
Manasa avatar
Written by Manasa
Updated over a week ago