Introduction
Sapling is the onboarding, offboarding, and, for some customers, core HRIS, for your organization. Part of the Kallidus platform, Sapling helps capture important and helpful employee information, manage workflows and tasks, and more to make sure all teams are on the same page and know exactly what needs to be done during every step of the employee lifecycle.
Best of all, with a fully mobile-responsive design, you can sign in and work with Sapling on the go, at your desk, or anywhere in between.
This article covers the following topics:
Preboarding
This will likely be your first encounter with Sapling. The Preboarding experience enables new hires to:
- Learn about the company's history and values
- Meet their peers (including their manager and onboarding class)
- Complete necessary information for their Sapling profile (such as personal bio, food allergies, etc)
- Digitally sign all necessary HR documents
When a 'new hire' joins your team, they will receive a welcome email that will direct them to the preboarding portal to begin the welcome process. Learn more about the preboarding process here. What you see here is fully configured by your company and may not completely match the images in this article.
Tasks and Workflows
During any employee transitionary period (think preboarding, onboarding, offboarding, etc.), it can be difficult to know exactly what needs to be done. With Sapling's Tasks page, whether you're a new hire, manager, or People Team member...you'll be able to see exactly what tasks need to be done, and when.
People Directory and Org Chart
The People Directory and Org Chart give you access to every team member in your organization.
- In the People Directory, you can search for a specific person or browse the entire org. You can filter your coworkers by team, location, or department. You can also copy and paste your coworker's email address.
- The Org Chart provides a unique understanding of different teams and relationships. This will help you learn names, titles, and better understand the company structure.
Learn more about finding your peers through the People Directory and exploring your Org Chart.
Time Off
Sapling's Time Off allows you to:
- Request time off for the future (Vacation, Parental Leave, etc.)
- Record retroactive time off requests (sick time, historical time off)
- Predict time off balances in the future
- View historical requests and adjustments
Learn more about how to Request Time off and Cancel a time off request.