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All Articles in This Category

Xero Integration Guide
Jira Integration Guide
Slack Integration Guide
ADP Integration Guide
Asana Integration Guide
G Suite Integration Guide
Paylocity Integration Guide
Namely Integration Guide
BambooHR Integration Guide
Google Hire Integration Guide
SmartRecruiters Integration Guide
Linkedin Integration Guide
Workable Integration Guide
Lever Integration Guide
Onelogin Integration Guide
Okta Integration Guide
Oct 24, 2019 - New Calendar Filters and Reporting Improvements!
Nov 7 - Smart Company Links & Other Goodies for Distributed Teams
Complete Tasks With Sapling's Gmail Add-on
Connecting Slack to Sapling
Connecting JazzHR to Sapling
Creating API Keys
Sapling Integrations
Oct 10, 2019 - Point in time reporting, LinkedIn Talent Hub, & More
Sep 25, 2019- Org chart color coding and reporting improvements!
Sep 5, 2019 - Manager digest emails, PTO tab refresh, improved reporting, and a few more updates!
Aug 21, 2019 - Scheduled reports, bulk request info, and a few more goodies!
Aug 6, 2019 - Reporting for SOC2 compliance, Chained Approvals and PTO Updates
May 1, 2019 - Redesigned people directory, sensitive field masking, and more!
Apr 7, 2019 - Reporting enhancements, background check research, and more!
Feb 27, 2019 - Approval Engine, Company Links, and new report types
Jan 30, 2019 - Bulk Manager Reassignment, Assigning tasks to new coworker relationships and Customizing Your Team Introductions
Jan 16, 2019 - Request Info, Multiple Doc Uploads and Time Off Updates
Sapling New Hire FAQs
Completing the Manager Form
The Onboarding Workflow for Managers
Keeping Your Information up to Date
What is Sapling?
Responding to Time Off Requests
Requesting Time Off
Exploring your Org Chart
Finding Your Peers
Completing Your Tasks
Preboarding with Sapling
Setting up Co-Signed Documents
Acknowledge or Read-Only Documents
Workspaces: Empowering Team Collaboration
Sub-Tasks: smaller, clearer steps to success
Life of a Sapling Workflow
Personal vs Company Email Management
Custom Email Alerts: automating reminders and key event notifications
Onboarding Emails - Best Practices
Overview of Sapling Time Off Emails
Importing your Team Members
Custom Profile Fields
Bulk Request Profile Fields From Multiple Employees at Once
Request Info: Efficiently get the information you need to keep records up to date
Power Editing
Job details tab
Setting Up Your Approval Engine
Scheduling Reports to Save Time
Point in Time Reporting
Dashboard Stages
Reporting: Quickly get the data you need
How Your Team Members Access Sapling
Custom Permissions in Sapling
View-As Mode
Recommendations for Rolling Out Time Off
Calendar Feeds: Sync Sapling with your preferred calendar
Calendar: Visibility into the Team Member's Experience
Setting Up Company Holidays
Setting Up Time Off in Sapling
Time Off Tracking Terminology
Transitions Dashboard
Offboarding an Existing Team Member
Onboarding Templates
Onboarding a New Hire
Company Links: Providing relevant info for team members
Groups: Manage your teams, locations and more.
Customizing the employee experience for your Company
Documents: E-Signatures, Uploads and Packets
Pending Hires
Emails: Managing Email Templates
Admin actions in the platform
Your Home Page: Sapling Updates
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