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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Manage all your HR processes in one place

Manage Your Most
Important HR Workflows

Manage all your HR processes in one place. From hiring and onboarding to performance tracking and reviews, you have everything you need to manage your team.  Get started with pre-made templates, and customize them to fit your exact needs.

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Streamline internal planning and coordination with hiring managers

Optimize Your
Recruiting Processes

Streamline internal planning and coordination with hiring managers. Easily track where candidates are in the interview process and record feedback at each stage. Match candidates you previously interviewed with new opportunities that are a fit for their skill set.

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Attach resumes and onboarding documents to new hire records

Streamline
New Hire Onboarding

Give your new hires a warm welcome from their first day with an on-boarding flow that can be easily customized to deliver an experience that fits your organization. Adapt a ready-made template to your company’s process and easily make adjustments as your organization evolves. 

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Create an HR Handbook with SmartSuite

Create & Publish
HR Handbooks And Policies

Author, manage and publish employee handbooks, policies and procedures to ensure your team is informed and understand expectations. Organize all your HR resources in one place to make it easy for employees to find what they need when they need it.

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Performance reviews and regularly scheduled check-ins are key development opportunities for managers and their employees

Conduct Recurring
Performance Reviews

Performance reviews and regularly scheduled check-ins are key development opportunities for managers and their employees. Use our employee performance solutions to document meeting times, track outcomes and record performance ratings over time.

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Boost overall morale with engaging activities that keep employees happy

Keep Employees Motivated
With Engaging Events

Boost overall morale with engaging activities that keep employees happy. Create a yearly plan for activities, gather feedback after each event, and allow your team to submit suggested activities for future consideration to continue building and growing your organization’s culture.

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Information is available about your teammates at a glance

Promote Team Member
Connection & Collaboration

Easily find, connect and collaborate with team members across organizations of any size. With the ability to craft their individual profiles - adding pictures, personal and professional interests and more - team members can introduce themselves and get to know each other even when they are working remotely.

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Get requested time off requests approved quickly and easily.

Easily Manage & Track
Time Off Requests

Get requested time off requests approved quickly and easily.  Make it easy for employees to submit their vacation requests and receive a notification when their request has been approved. If a request is pending longer than expected, managers can receive reminders.


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Track every employee need in personnel files

Track Every Employee
Need In Personnel Files

Stop toggling between systems and paper-based employee files and use SmartSuite to track every data point, file and action related to your team members. Our solutions can easily be adapted to support your unique business needs.

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Manage Your Team's HR Requests

Manage Your Team's
HR Requests

With many teams working remotely or from multiple locations it is critical to document and carefully manage employee requests. From PTO requests and maternity/paternity leave through employee complaints, reports of policy violations and other sensitive issues, your HR team can organize, prioritize and review everything in a timely manner.

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How SmartSuite Works For Your Teams

Protect Employee Information

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Explore All Features

Human Resources & Recruiting

Click on the cards below to view a live, read only version of the solution template.
Establish a comprehensive system of record for a digital employee file

Click to view live interactive demo of the solution

Personnel Management

Establish a comprehensive system of record for a digital employee file. Track personal information, control sensitive information, manage issues and more.

Establish a comprehensive system of record for a digital employee file
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WKtA50GUWN/
Easily maintain and publish employee information accessible to the entire company

Click to view live interactive demo of the solution

Employee Directory

Easily maintain and publish employee information accessible to the entire company. Track employee locations, contact information, and departments.

Easily maintain and publish employee information accessible to the entire company
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/ZTvqhp12oI/
Manage the entire hiring funnel, streamline the recruiting processes

Click to view live interactive demo of the solution

Hiring

Manage the entire hiring funnel, streamline the recruiting processes and integrate the application form on your website for seamless candidate entry.

Manage the entire hiring funnel, streamline the recruiting processes
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/b7xj4vF63P/
Easily walk new hires through required paperwork, training modules and assimilation steps

Click to view live interactive demo of the solution

Employee On/Off Boarding

Ensure an impactful and consistent first impression. Easily walk new hires through required paperwork, training modules and assimilation steps. Focus on what makes your company unique and stretch this solution to put it on display.

Easily walk new hires through required paperwork, training modules and assimilation steps
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/u7DsMujBe7/
Manage top performers, low performers and everyone in between by creating personalized individual performance plans

Click to view live interactive demo of the solution

Employee Performance

Manage top performers, low performers and everyone in between by creating personalized individual performance plans. Include periodic goals that map to company initiatives, departmental or company strategic plans.

Manage top performers, low performers and everyone in between by creating personalized individual performance plans
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/dtEynIXVnn/
Teammates can submit time-off requests for review and approval

Click to view live interactive demo of the solution

Time-Off Requests

Teammates can submit time-off requests for review and approval. This solution can be linked to the Employee Tracker to track accruals.

Teammates can submit time-off requests for review and approval
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/QnObEUWkPQ/
Let people share ideas for professional development

Click to view live interactive demo of the solution

Learning Library

Let people share ideas for professional development. Submit blogs. Share your favorite books. Create a place for the best ideas to live.

Let people share ideas for professional development
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/JHYKE0o7yq/
Digitize your policies into a central highly accessible HR Handbook

Click to view live interactive demo of the solution

Employee Handbook

Digitize your policies into a central highly accessible HR Handbook. Go beyond the norm to showcase your culture, mission, vision and values — and update them with ease.

Digitize your policies into a central highly accessible HR Handbook
Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes.

Click to view live interactive demo of the solution

Time Tracker

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes. Get this great addition to other solutions in the library.

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/mCeioWXEBC/
Integrate your employee learning assets with personal development plans for team members looking to grow

Click to view live interactive demo of the solution

Employee Learning Management

Integrate your employee learning assets with personal development plans for team members looking to grow.

Integrate your employee learning assets with personal development plans for team members looking to grow
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/IJNfiGHnYU/
Maintain comprehensive listing of job descriptions and associated requirements, levels, compensation information, responsibilities and more

Click to view live interactive demo of the solution

Job Descriptions

Maintain comprehensive listing of job descriptions and associated requirements, levels, compensation information, responsibilities and more.

Maintain comprehensive listing of job descriptions and associated requirements, levels, compensation information, responsibilities and more
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/772CeTJ49D/
Manage community and interest group outreach efforts to ensure your organization is engaged with the community

Click to view live interactive demo of the solution

Community Service Events

Manage community and interest group outreach efforts to ensure your organization is engaged with the community.

Manage community and interest group outreach efforts to ensure your organization is engaged with the community
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/eol95Vr4kW/

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