Sapling for Admins | Sapling Knowledge Base

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