HR and People Ops

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

Stephanie Thomas avatar Andy avatar Estefany Cerda avatar +1
55 articles in this collection
Written by Stephanie Thomas, Andy, Estefany Cerda and 1 other
Your Key Tools in Sapling

Transitions Dashboard

Keep track of all active employees, outside of those who are new to your company or departing soon.
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Core Actions on Updates Page

As an admin you have access to 6 core actions on each profile page.
Stephanie Thomas avatar
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
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

View-As Mode

Super Admins have the ability to login as a teammate to help with troubleshooting, functionality, and navigation.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago

Updates Page - a curated homepage experience

A new homepage to provide the right information to your team members.
Andy avatar
Written by Andy
Updated over a week ago

Simpler Profiles: Providing visibility into employee data in one place

A consolidated page for employee data updates.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago

Pending Hires - eliminate data entry through pending hires?

Streamline candidate data flow with Sapling, enabling new-hire data to be automatically transferred from your ATS into Sapling.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago

Onboarding a New Hire

Using Sapling, you can coordinate a streamlined and consistent onboarding across all stakeholders of the team member's experience.
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Custom tables for better tracking of structured data.

Custom tables allow you to store, edit, and delete structured data within an employee’s profile.
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Dashboard Stages

Defines the different stages on the dashboard and outlines when team members are removed from the dashboard.
Stephanie Thomas avatar
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
Andy avatar
Written by Andy
Updated over a week ago

Calendar: Visibility into the Team Member's Experience

Providing clarity on timelines and future events in Sapling
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Workspaces: Empowering Team Collaboration

Providing superpowers to teams in managing the team members experience.
Stephanie Thomas avatar
Written by Stephanie Thomas
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.
Andy avatar
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
Andy avatar
Written by Andy
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.
Andy avatar
Written by Andy
Updated over a week ago

Emails: Managing Email Templates

Customize your team members communications using Sapling's email editor and triggered notifications.
Andy avatar
Written by Andy
Updated over a week ago

Profile Setup: Ensuring efficient data management

Use the profile set-up fields to collect, store and run reports on team member's information in Sapling.
Andy avatar
Written by Andy
Updated over a week ago

Permissions: Setting up the right Access Levels in Sapling

Create and manage your own permission levels for team members including permission role specifically for Payroll, IT or Recruitment teams.
Andy avatar
Written by Andy
Updated over a week ago

How do I configure Sapling for GDPR compliance?

How to configure GDPR settings in your Sapling account.
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Calendar Feeds: Sync Sapling with your Calendar

Learn how to create Calendar feeds for new hire start dates, activity due dates and birthdays.
Dorna Mehrkish avatar
Written by Dorna Mehrkish
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

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.
Andy avatar
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.
Andy avatar
Written by Andy
Updated over a week ago
Other Tips and Best Practices

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.
Andy avatar
Written by Andy
Updated over a week ago

Sapling Program Lead Change Over

Here are our recommendations for handling a Sapling program lead exiting from an organization.
Stephanie Thomas avatar
Written by Stephanie Thomas
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.
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Understanding Permissions in Sapling

Team members will have different view and access permissions throughout Sapling. Learn how to manage them here.
Andy avatar
Written by Andy
Updated over a week ago

What happens when offboarding an existing team member?

Sapling can help you ensure a secure and streamlined offboarding process.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago

Setting up Sapling's Slack Integration for Events

With Sapling's Slack integration for events within Sapling, you can stay on top of all activities within Sapling.
Stephanie Thomas avatar
Written by Stephanie Thomas
Updated over a week ago

Personal vs Company Email Management

Learn how Sapling manages the changeover from personal to company email addresses for new hires.
Andy avatar
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
Andy avatar
Written by Andy
Updated over a week ago

Offboarding an Existing Team Member

Using Sapling, you can coordinate a streamlined and consistent offboarding experience.
Estefany Cerda avatar
Written by Estefany Cerda
Updated over a week ago