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Workflows

Increase your productivity with automated workflows

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Automated workflows

  • Sapling enables you to automate your administrative HR processes with custom workflows that delegate tasks and data collection across your organization.
  • By streamlining processes, you can reduce risk of non-compliance and minimize inefficient back and forth emails across departments
  • Team members can complete tasks directly from their email, simplifying their workflow and ensuring you have complete visibility on HR processes
  • Communicate and collaborate with your teammates with comments and @mentions, saving your inbox and keeping conversations at the workflow level
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eSignaturing

  • Sapling eliminates the cost and inconvenience of printing, distributing and collecting physical paperwork.
  • You’ll be able to save time, money, and trees with Sapling’s powerful esignaturing solution, including individual documents, document uploads, multi-signer workflows paperwork packets for all your Federal/State/City compliance and internal policy needs.
  • Using Sapling’s e-signaturing packet builder, you can create new-hire paperwork packets by department, location, seniority and more

Email Templates

  • Whether you’re setting up a new hire, communicating with existing team members or managing an offboarding process, Sapling has you covered
  • Build custom email templates that streamline communication with individuals and groups of team members, and free you from copying and pasting email text
  • You can set up and send email reminders across locations and teams
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Calendar integrations

  • Sapling's calendar integrations allow you and your team to sync relevant information straight into their personal calendar.
  • Managing onboarding and offboarding cohorts is made easy with all starts and exits sync daily with your calendar
  • Managers can also sync all their HR activities into their calendar, providing them clarity on expectations and timelines
  • Never miss a team member’s anniversary again with a calendar that alerts you to upcoming milestones for each team member at 6 months, 1 year, 2 years and beyond

Ready to get started?

Schedule your personalized demo today.

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