Sapling

Getting started with the Sapling Platform

• Sapling - Suggesting and Upvoting Feedback
• Sapling - What is a Program Lead?
• Sapling - Home Page Updates

Sapling for Employees

• Sapling - New Hire FAQs
• Sapling - What is Sapling?
• Sapling - Preboarding
• Sapling - Finding Your Peers through the People Directory
• Sapling - Documents
• Sapling - Completing Your Tasks

See all 8 articles

Managing your team with Sapling

• Sapling - Understanding Sapling For Managers
• Sapling - Completing the Manager Form
• Sapling - Responding to Time Off Requests

Sapling Frequently Asked Questions

• Sapling - Side-by-sides and FAQs for the New Sapling
• Sapling - How to update an existing document
• Sapling - How to add more than one CEOs to the Org Chart
• Sapling - Using Sapling in other languages
• Sapling - Is Sapling Up and Running?
• Sapling - Personal vs Company Email Management

Team Transitions: Onboarding and Offboarding

• Sapling - Transitioning to Smart Assignment
• Sapling - Checklist for offboarding an Admin/Super Admin
• Sapling - Onboarding A New Hire
• Sapling - Pending Hires
• Sapling - Smart Assignment
• Sapling - Dashboard Views

See all 10 articles

Integrations and Connected Apps

• Sapling - Slack Integration Guide
• Sapling - Create an API Key
• Sapling - How to Connect an SFTP Space
• Sapling - Sending SMS messages based on Sapling webhooks
• Sapling - Use Webhook Token to Validate Requests from Sapling
• Sapling - ServiceNow Integration Guide

See all 47 articles

Tasks and Workflows

• Sapling - How To Leverage Dependent Tasks in a Workflow
• Sapling - How to E-Verify team members via Sapling
• Sapling - Everything You Need To Know About Tasks And Workflows
• Sapling - Life Of A Sapling Workflow - Auditing Task Completion
• Sapling - How To Maximize Workflows For The Entire Employee Lifecycle
• Sapling - New Activities Notification (for Existing Team Members)

See all 9 articles

Employee Data Management

• Sapling - Reviewing activity logs
• Sapling - Store, Track, and Set up Approval Chains of your Employee Data
• Sapling - Bulk Data Upload (Self Service Upload)
• Sapling - Groups: Manage Your Teams, Locations And More
• Sapling - Custom Profile Fields, Custom Tables, and Profile Templates
• Sapling - Bulk Action Menu

See all 10 articles

Documents

• Sapling - Acknowledgement Or Read-Only Documents
• Sapling - Documents: E-Signatures, Uploads And Packets

Permissions and Access Levels

• Sapling - Custom Permissions In Sapling
• Sapling - View-As Mode
• Sapling - How Your Team Members Can Access Sapling

Time Off and Calendar

• Sapling - Manually Assigning a Working Pattern
• Sapling - Turning off a Working Pattern
• Sapling - Editing a Working Pattern
• Sapling – Creating a Working Pattern
• Sapling – Setting the Full-time equivalent (FTE)
• Sapling - Take the Leg Work out of Managing your Time Off Policies

See all 12 articles

Reporting and Analytics

• Sapling - Deep dive into Headcount and Turnover calculations
• Sapling - Exporting Reports to an SFTP
• Sapling - Reporting: Quickly Get The Data You Need
• Sapling - Point In Time Reporting
• Sapling - Scheduling Reports To Save Time

Emails from Sapling

• Sapling - Best Practices for Email deliverability
• Sapling - Emails that Sapling sends to you and your users
• Sapling - Outbox: How To Set Up Automated Emails At Every Step Of The Employee Lifecycle
• Sapling - Email ideas across the entire employee lifecycle

Other Tools

• Sapling - Exposing team member's related IDs
• Sapling - Wondering what your Team *Really* Thinks?
• Sapling - Using Tokens for personalized experiences
• Sapling - Workspaces: Empowering Team Collaboration
• Sapling - Exploring Your Org Chart
• Sapling - Customizing The Employee Experience

See all 11 articles

Product Release Updates

• Sapling Product Updates September 2023
• Sapling Product Updates June 2023
• Sapling - Product Update, Summer 2023
• Sapling - Product Update, September 2022
• Sapling - Product Update, August 2022
• Sapling - Product Update, July 2022

See all 11 articles