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Sapling - Store, Track, and Set up Approval Chains of your Employee Data

Bolaji Elusogbon
Updated

Introduction

Managing employee data efficiently is crucial for any organization. With Sapling, you can create custom data tables to organize and track essential employee information while ensuring that updates go through the right approval process. By setting up structured approval chains, you can maintain data accuracy, improve compliance, and streamline decision-making—giving your team better control over critical workforce information. This guide will walk you through the steps to store, track, and manage employee data with ease. Learn more about setting up approval chains.

This article covers the following topics:

 

Customize exactly what employee data you need to track

  • Build an infinite number of tables to track things like hardware, benefits, visa renewals, stock options, etc.

  • Create structured tables to track static information or timeline tables to track date-driven information in chronological order.

  • Add custom tables into a profile template to easily assign to your team at scale

Compensation_table.png

 

Define who can access team member information and who needs to sign off on important changes

  • Set up permission levels and approvals based on your unique reporting chain
  • Assign approvals to specific individuals or role types (i.e. 2nd level manager)
  • Automated reminders will be sent to reduce time spent chasing approvals

Approvals_table.png

 

Get instant insight on the status of your approvals in a single, centralized dashboard

  • Navigate to the Onboarding Dashboard and get high-level insights on all assigned and outstanding approvals
  • Take action directly from the dashboard to view approval details or send email reminders

Dashboard.png

 

This is an optional paid add-on. Reach out to accounts@kallidus.com to learn more.

 

Pro Tips 💡

  • You can apply custom tables to Profile Templates to build custom tables out at scale, applying tables only to the relevant Location, Department, and Employment Status

  • Sapling provides 7 pre-built and editable templates, or you can build your own!

    • Benefit Elections

    • Bonus Compensation

    • Certification

    • Company Assets

    • Equity

    • Performance

    • Visa Status

    • Build your own!

 

 

 

 

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