Sapling for Admins

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

Andy avatar Estefany Cerda avatar Brian Craft avatar +1
55 articles in this collection
Written by Andy, Estefany Cerda, Brian Craft and 1 other
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.
Brian Craft avatar
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
Brian Craft avatar
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.
Estefany Cerda avatar
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.
Debbie Konrad avatar
Written by Debbie Konrad
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.
Estefany Cerda avatar
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.
Estefany Cerda avatar
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.
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!)
Estefany Cerda avatar
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.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago
Other Tools

Using Tokens for personalized experiences

Tokens add scalable personalization to your tasks, emails, and documents
Brian Craft avatar
Written by Brian Craft
Updated over a week ago

Surveys – List of all Questions

Brian Craft avatar
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.
Brian Craft avatar
Written by Brian Craft
Updated over a week ago

Platform Settings

Brian Craft avatar
Written by Brian Craft
Updated over a week ago

Surveys

Frictionless solutions for common internal surveys
Brian Craft avatar
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.
Debbie Konrad avatar
Written by Debbie Konrad
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.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago

Customizing The Employee Experience

How to customize the employee experience to reflect your brand assets.
Estefany Cerda avatar
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.
Estefany Cerda avatar
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).
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago