Sapling For Admins | Sapling Knowledge Base

Getting started with Sapling

Overview of account setup

Just received your access credentials? Learn how to get started with Sapling.

Written by Andy
Updated over a week ago

Your Home Page: Sapling Updates

A new homepage to provide the right information to your team members.

Written by Andy
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 Stephanie Thomas
Updated over a week ago

Emails: Managing Email Templates

Customize your team members communications using Sapling's email editor and triggered notifications.

Written by Andy
Updated over a week ago

Pending Hires

Onboard new hires

Written by Estefany Cerda
Updated over a week ago

Documents: E-Signatures, Uploads and Packets

Sapling allows team members to complete legally binding e-signatures on their onboarding, transition and offboarding documents.

Written by Andy
Updated over a week ago

Customizing the employee experience for your Company.

Company brand assets are used to modify Sapling's look and feel for your all your team members.

Written by Andy
Updated over a week ago

Groups: Manage your teams, locations and more.

Learn how to manage your company groups and their members.

Written by Andy
Updated over a week ago

Company Links: Providing relevant info for team members

Sapling’s Company Links widget is the best place to store links to important information for team members

Written by Andy
Updated over a week ago

Team Transitions: Onboarding and Offboarding

Onboarding a New Hire

Using Sapling, you can coordinate a streamlined and consistent onboarding across all stakeholders of the team member's experience.

Written by Stephanie Thomas
Updated over a week ago

Onboarding Templates

We know that different employees have different data requirements, such as by location, employment status or department.

Written by Estefany Cerda
Updated over a week ago

Offboarding an Existing Team Member

Using Sapling, you can coordinate a streamlined and consistent offboarding experience.

Written by Estefany Cerda
Updated over a week ago

Transitions Dashboard

Keep track of all active employees, outside of those who are new to your company or departing soon.

Written by Stephanie Thomas
Updated over a week ago

Documents

Creating E-Signature Documents in Sapling

Set up legally binding E-signature documents in Sapling.

Written by Andy
Updated over a week ago

Managing Paperwork Packets in Sapling

Sapling can assign paperwork packets by either 'Combining into a Single Document' or 'Keeping Separate'

Written by Andy
Updated over a week ago

Acknowledge or Read-Only Documents

Sometimes there are documents that the new hire needs to read, but does not need to sign. Learn the best practice here.

Written by Andy
Updated over a week ago

Setting up Co-Signed Documents

Learn how to manage co-signed documents in the onboarding process

Written by Andy
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 Stephanie Thomas
Updated over a week ago

Setting Up Time Off in Sapling

With Sapling, you can set up multiple time off policies that pertain to different employee groups.

Written by Stephanie Thomas
Updated over a week ago

Setting Up Company Holidays

Providing visibility for your team on their company observed holidays

Written by Stephanie Thomas
Updated over a week ago

Calendar: Visibility into the Team Member's Experience

Providing clarity on timelines and future events in Sapling

Written by Stephanie Thomas
Updated over a week ago

iCalendar Feeds: Sync Sapling with your preferred calendar

Learn how to create calendar feeds for new hire start dates, activity due dates and birthdays and time off.

Written by Stephanie Thomas
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

Permissions and Access Levels

View-As Mode

Super Admins have the ability to login as a teammate to help with troubleshooting, functionality, and navigation.

Written by Estefany Cerda
Updated over a week ago

Custom Permissions in Sapling

Create and manage your own permission levels for team members including permission role specifically for Payroll, IT or Recruitment teams.

Written by Andy
Updated over a week ago

How Your Team Members Access Sapling

How to invite team members to Sapling

Written by Stephanie Thomas
Updated over a week ago

Reporting and Analytics

Dashboard Stages

Defines the different stages on the dashboard and outlines when team members are removed from the dashboard.

Written by Stephanie Thomas
Updated over a week ago

Reporting: Quickly get the data you need

Build custom reports to get the team data you need

Written by Andy
Updated over a week ago

Point in Time Reporting

Run reports with a snapshot of your data from a specific date.

Written by Stephanie Thomas
Updated over a week ago

Scheduling Reports to Save Time

You can now schedule reports to send to a specific user or permission group.

Written by Stephanie Thomas
Updated over a week ago

Employee Data Management

Setting Up Your Approval Engine

In this guide, we'll teach you how you can set up workflows for HR information updates.

Written by Stephanie Thomas
Updated over a week ago

Job details tab

Job details tables allow you to store, edit, and delete structured data within an employee’s profile.

Written by Stephanie Thomas
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 Andy
Updated over a week ago

Power Editing

Make bulk changes to job information within minutes

Written by Stephanie Thomas
Updated over a week ago

Request Info: Efficiently get the information you need to keep records up to date

Sapling's request info allows you to collect team member information in a simple and streamlined experience.

Written by Andy
Updated over a week ago

Bulk Request Profile Fields From Multiple Employees at Once

You can now bulk request profile information from multiple employees.

Written by Stephanie Thomas
Updated over a week ago

Custom Fields

Use the profile set-up fields to collect, store and run reports on team member's information in Sapling.

Written by Andy
Updated over a week ago

Importing your Team Members

The Sapling team can import all your team members when you provide a CSV in the right format

Written by Andy
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 Stephanie Thomas
Updated over a week ago

Onboarding Emails - Best Practices

An outline of the touchpoints from Sapling during the new hire process.

Written by Stephanie Thomas
Updated over a week ago

Custom Email Alerts: automating reminders and key event notifications

How Admins can keep tabs on key events in Sapling

Written by Stephanie Thomas
Updated over a week ago

Workspaces

Workspaces: Empowering Team Collaboration

Providing superpowers to teams in managing the team members experience.

Written by Stephanie Thomas
Updated over a week ago

Tasks and Workflows

Life of a Sapling Workflow

The history of completed workflows is important for compliance and record keeping. It's important to know how they are managed.

Written by Andy
Updated over a week ago

Tasks: Setting up consistent workflows

A Workflow is a group of Tasks that are required to be completed as part of an onboarding or offboarding event.

Written by Andy
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 Andy
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 Stephanie Thomas
Updated over a week ago