Modernizing HR & People Operations
SmartSuite centralizes hiring, onboarding, performance, engagement, people data, and workflow automation — giving HR teams one connected platform to streamline operations, improve employee experiences, and support organizational growth.
One Platform for Connected HR & People Operations
SmartSuite connects every stage of the employee lifecycle — recruiting, onboarding, development, engagement, performance, and offboarding — through a unified platform that improves consistency, transparency, and efficiency.
Centralized Records
Unified employee data linked to tasks, documents, and workflows.
Onboarding & Offboarding
Standardized workflows for provisioning, access, training, and approvals.
Performance & Goals
Manage reviews, feedback cycles, and development plans.
HR Dashboards
Gain insight into hiring metrics, turnover trends, engagement indicators, and more.
Core Capabilities of the HR & People Operations Suite
SmartSuite provides everything HR teams need to support a modern employee lifecycle.
Manage people operations with clarity, consistency, and employee-centric workflows.
Centralize hiring, onboarding, employee records, performance processes, and HR requests in one connected workspace. SmartSuite links people workflows to owners, approvals, and policies—providing real-time visibility, reduced administrative burden, and a better experience across the entire employee lifecycle.
Deliver Exceptional Onboarding & Offboarding Experiences
Create consistent, automated processes for employee transitions.
Highlights:
- Task automation
- Cross-functional coordination
- Document workflows
Centralize Employee Data & HR Documentation
Store and manage people data with full traceability and compliance.
Highlights:
- Unified employee profiles
- Secure document storage
- Permission-based access
Streamline Performance Management & Employee Development
Track goals, reviews, skills, and development plans in one system.
Highlights:
- Review cycles
- Feedback workflows
- Development tracking
Improve Communication, Alignment & Culture
Centralize communication around people operations while providing transparency for employees and managers.
Highlights:
- Announcements
- In-record communication
- Surveys & engagement tracking
Automate HR Processes & Increase Operational Efficiency
Reduce manual work across HR, IT, Finance, and Operations teams.
Highlights:
- PTO workflows
- Automated reminders
- Policy attestations
Built For Modern HR & People Operations Teams
SmartSuite brings enterprise-grade people operations with consumer-grade usability. Choose the rollout path that fits your organization today—and expand as your workforce, policies, and compliance needs evolve.
Adopt a Single Capability
Begin with Hiring & Onboarding, Employee Requests, or Performance Processes—prove value fast and expand from there.
Roll Out a Full Category
Enable HR & People Operations end-to-end—connecting hiring, onboarding, employee records, performance workflows, and approvals in one coordinated system.
Deploy the Entire HR & People Operations Suite
Standardize the employee lifecycle with shared data, automated workflows, and real-time dashboards—delivering better employee experiences, reduced administrative burden, and confident governance across the organization.
See How SmartSuite Transforms HR & People Operations
Experience how SmartSuite unifies recruitment, onboarding, employee records, performance workflows, and culture-building initiatives in one connected platform.
The Connected Value of SmartSuite HR / People Operations
Quantifiable improvements achieved when organizations centralize onboarding, employee management, performance tracking, and people workflows in SmartSuite.
Source: SHRM Onboarding Efficiency Study, 2023 — structured onboarding platforms reduced onboarding cycle time by 30–40%.
Faster Employee Onboarding & Ramp-Up
Standardized workflows and automated checklists accelerate onboarding and reduce time-to-productivity for new hires.
Source: Deloitte HR Operations Benchmark, 2023 — HR automation reduced admin workload by 30–35%.
Reduced Administrative Work Across HR
Automating approvals, form collection, reminders, and employee updates significantly reduces repetitive manual tasks.
Source: McKinsey Organizational Efficiency Study, 2022 — integrated people platforms improved cross-department visibility by ~30%.
Greater Cross-Team Visibility Into People Processes
Shared dashboards and centralized employee data improve alignment between HR, Finance, IT, and Operations.
Source: Gallup Employee Engagement Index, 2023 — structured workflow platforms improved employee experience scores by 25–30%.
Improved Employee Experience & Engagement
Providing employees with consistent processes, clear communication, and accessible resources improves satisfaction and reduces friction.
Key Benefits of the HR / People Operations Solution Suite
Modern HR teams need connected workflows, clear visibility, and scalable processes to support hiring, onboarding, development, and retention. SmartSuite unifies people operations into one platform—delivering faster HR execution and more consistent employee experiences.
Workforce Visibility & Alignment
Maintain a single source of truth for employee details, roles, documents, and history.
Connect HR, IT, Finance, and Operations through shared workflows and approvals.
Track headcount, onboarding progress, attrition, reviews, and key HR metrics live.
Link employee skills, certifications, and responsibilities to workforce needs.
Monitor employee goals, achievements, and review cycles transparently.
Identify engagement, attendance, or performance trends early.
Workflow Efficiency & Employee Experience
Guide hires and exits through standardized, end-to-end workflows.
Enable employees to submit changes, requests, and inquiries through structured intake.
Automate review reminders, templates, and completion tracking.
Distribute policies and track attestations with automated follow-ups.
Manage contracts, handbooks, certifications, and training records securely.
Automate recurring milestones such as probation, promotions, and benefits updates.
Governance, Culture & Organizational Confidence
Protect employee data with permissions, encryption, audit trails, and SSO/2FA.
Apply consistent processes across hiring, reviews, terminations, and communications.
Support small teams through global enterprises on one platform.
Meet regulatory and internal requirements with structured records and logs.
Adapt workflows, dashboards, and processes without engineering support.
Strengthen transparency, communication, and feedback loops across teams.
Build a Connected and Efficient People Operations Function
SmartSuite helps HR teams eliminate spreadsheets, manual checklists, and communication gaps.
Automate tasks, align teams, and deliver consistent employee experiences across the organization.
How the SmartSuite Platform Powers HR & People Operations
SmartSuite connects people, programs, documentation, and workflows — enabling scalable operations with clarity, consistency, and automation.
Customize workflows for onboarding, reviews, PTO, performance, and more without relying on IT.
Automate onboarding sequences, approval steps, reminders, PTO approvals, and performance triggers.
Generate employee summaries, review drafts, onboarding updates, or performance insights instantly.
Connect employees → tasks → documents → training → performance → compensation.
Monitor hiring funnels, turnover trends, engagement scores, and performance cycles.
Protect employee data with secure, role-based access, audit logs, and compliance controls.
Connect HR, IT, Finance & Operations
SmartSuite unifies cross-department workflows — such as onboarding, provisioning, equipment management, payroll updates, and offboarding — ensuring clarity and reducing errors.
Streamline Employee Lifecycle Processes
Automate every step of the employee journey, from recruiting to offboarding, with clear ownership and consistent workflows.
Gain Data-Driven People Insights
Dashboards surface trends in employee turnover, performance, engagement, and growth to support strategic HR decisions.
AI Assist & Governance Strengthen HR Management
AI Assist accelerates HR documentation and insights, while governance tools ensure data accuracy, compliance, and complete auditability.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Connects People, Processes & Performance
SmartSuite centralizes employee data, workflows, and insights — improving HR efficiency, reducing admin burden, and enabling data-driven people decisions.
Role-Based Capabilities for Higher Education Teams
SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.
Executive & People Leadership
Chief Human Resources Officer (CHRO)
Oversees the organization’s people strategy, employee experience, talent programs, and HR team performance.
- Benefit Statement:
SmartSuite provides holistic visibility into workforce health, people operations, and strategic HR initiatives — enabling confident, data-driven leadership.
- Benefit Source:
Executive dashboards, workforce analytics, lifecycle workflows, and real-time reporting.
Strategic Planning
Aligns people programs, workforce planning, and HR priorities to business objectives.
People Analytics
Monitors headcount, retention, engagement, and talent risk through live dashboards.
Executive Reporting
Delivers board- and leadership-ready summaries on workforce trends and outcomes.
Executive & People Leadership
VP / Director of HR / People Operations
Manages HR operations, programs, compliance, and day-to-day execution across the organization.
- Benefit Statement:
SmartSuite centralizes HR workflows and eliminates fragmented tools — improving consistency, speed, and visibility across people operations.
- Benefit Source:
Workflow automation, linked records, dashboards, and approvals.
Workflow governance
Standardizes onboarding, offboarding, HR requests, and approvals across teams and regions.
Policy management
Oversees policy updates, attestations, and compliance tracking with full traceability.
Cross-functional alignment
Coordinates HR handoffs with IT, Finance, and Facilities to ensure seamless execution.
Core HR Roles
HR Manager / HR Generalist
Oversees hiring, onboarding, employee relations, and daily HR processes.
- Benefit Statement:
SmartSuite simplifies HR coordination by centralizing employee data, tasks, and approvals in one secure system.
- Benefit Source:
HR workflows, dashboards, employee records, and document management.
Employee management
Tracks employee lifecycle tasks, records, and updates in one workspace.
Coordination tasks
Routes approvals and handoffs across HR, managers, and internal teams.
Performance tracking
Supports review cycles, feedback, and goal tracking with structured workflows.
Core HR Roles
Recruiter / Talent Acquisition Specialist
Manages hiring pipelines, candidate experience, and interview coordination.
- Benefit Statement:
SmartSuite centralizes recruitment workflows, giving recruiters full visibility into candidates, stages, and approvals.
- Benefit Source:
Candidate pipelines, communication tools, automated workflows, and dashboards.
Candidate tracking
Manages applicants, stages, notes, and hiring status in one system.
Interview Coordination
Schedules interviews, assigns reviewers, and collects structured feedback.
Hiring workflows
Routes offers, approvals, and onboarding handoffs with clear ownership.
Core HR Roles
People Operations Coordinator / HR Admin
Supports HR operations, communication, documentation, and employee engagement initiatives.
- Benefit Statement:
SmartSuite consolidates administrative tasks and communications, reducing manual work and improving consistency.
- Benefit Source:
Unified workspaces, task automation, and document workflows.
Policy Communication
Distributes policy updates and tracks acknowledgments and completion.
Onboarding Support
Coordinates onboarding steps, training tasks, and cross-team setup workflows.
Document Handling
Manages employee forms, records, and updates with version control.
Core HR Roles
Payroll Manager
Oversees payroll processing, payroll inputs, approvals, and compliance with compensation policies.
- Benefit Statement:
SmartSuite centralizes payroll workflows, improving accuracy, timeliness, and audit readiness.
- Benefit Source:
Approval workflows, task tracking, document management, and audit trails.
Payroll Coordination
Tracks payroll inputs, approvals, exceptions, and deadlines.
Process Visibility
Monitors payroll status across pay cycles and employee groups.
Audit Support
Maintains complete records for payroll audits and internal controls.
Core HR Roles
Benefits Administrator
Manages employee benefits programs, enrollment cycles, eligibility changes, and vendor coordination.
- Benefit Statement:
SmartSuite simplifies benefits administration by centralizing workflows, documentation, and approvals.
- Benefit Source:
Enrollment workflows, document repositories, automated reminders, and dashboards.
Benefits Enrollment
Manages open enrollment and life-event changes.
Eligibility Tracking
Coordinates eligibility updates and supporting documentation.
Vendor Coordination
Maintains records and communications with benefits providers.
Core HR Roles
HR Business Partner (HRBP)
Partners with business leaders to align people strategy, workforce planning, and talent initiatives with organizational goals.
- Benefit Statement:
SmartSuite gives HRBPs real-time visibility into workforce data and people initiatives — enabling proactive, strategic guidance.
- Benefit Source:
Workforce dashboards, linked employee records, analytics, and performance workflows.
Strategic Advisory
Advises leaders on org design, talent gaps, and succession planning.
Program Alignment
Connects engagement initiatives, development plans, and policy changes to business outcomes.
Risk Visibility
Monitors attrition, engagement, and compliance signals across teams.
Core HR Roles
HRIS Administrator / HR Systems Manager
Owns HR system configuration, data integrity, integrations, and access controls.
- Benefit Statement:
SmartSuite gives HRIS teams a flexible, no-code platform to adapt HR workflows without IT backlog.
- Benefit Source:
Configurable fields, role-based permissions, automation rules, and integrations.
System Configuration
Configures HR workflows, forms, fields, and dashboards.
Data Integrity Oversight
Ensures employee records and lifecycle events remain accurate.
Access Management
Controls permissions for sensitive HR and employee data.
Core HR Roles
People Analytics / Workforce Insights Lead
Analyzes workforce data to inform talent strategy, retention efforts, and organizational planning.
- Benefit Statement:
SmartSuite consolidates people data into one system, enabling faster insights without manual data stitching.
- Benefit Source:
Dashboards, linked records, analytics views, and AI-assisted summaries.
Workforce Analytics
Analyzes headcount, turnover, engagement, and performance trends.
Insight Reporting
Builds dashboards and summaries for HR leadership and executives.
Trend Identification
Flags early signals around attrition, performance gaps, or engagement risks.
People Managers & Employees
People Manager
Oversees team performance, communication, development, and HR-related approvals.
- Benefit Statement:
SmartSuite gives managers clear visibility into goals, performance, and HR actions for their teams.
- Benefit Source:
Manager dashboards, approval workflows, and feedback tools.
Performance tracking
Reviews goals, check-ins, and performance inputs for team members.
Team coordination
Completes approvals tied to hiring, changes, and offboarding.
Coaching & development
Tracks development plans, training progress, and follow-ups.
People Managers & Employees
Employee / Team Member
Interacts with HR processes throughout their employment lifecycle.
- Benefit Statement:
SmartSuite provides employees a simple, transparent experience for HR tasks and requests.
- Benefit Source:
Task lists, self-service requests, announcements, and dashboards.
Submit requests
Uses structured forms for HR questions, changes, and support needs.
Complete onboarding
Follows onboarding checklists for tasks, training, and acknowledgments.
Review policies
Reads and acknowledges policies with clear status tracking.
Built for Every Role in Higher Education
Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Institutions of All Sizes
SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.
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SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Help You Improve Campus Operations
Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.