October People
Complete Feature Overview
Everything you need to manage your workforce, from hire to retire. Explore our comprehensive HCM platform with modular features you can enable as you grow.
25
Modules
99
Feature Categories
508+
Individual Features
AI
Powered Throughout
Core HR
CoreThe foundation of your HR operations
Employee Management
- Employee directory with search and filtering
- Complete employee profiles (personal, contact, job details)
- Employment status tracking (active, probation, on leave, terminated)
- Employment types (full-time, part-time, contractor, intern)
- Employee number assignment
- Work location tracking
- Profile photo/avatar management
- Multiple addresses per employee
- Emergency contact management
- Custom employee fields (configurable)
- Employment history tracking
- Profile self-service editing
Department Management
- Create, edit, and delete departments
- Bulk employee assignment
- Department hierarchy (parent-child)
- Department heads assignment
- Employee count tracking
Organization Structure
- Interactive org chart visualization
- Manager-direct report relationships
- Reporting structure tracking
- Click-through navigation
- Export org charts
User Management
- User invitation system
- Role-based access control (Employee, Manager, HR, Admin)
- OAuth login (Google, Microsoft)
- Password management
- Notification preferences
- Resend/cancel invitations
Service Requests
- Employee request portal
- Request types (HR documents, letters, etc.)
- Ticket tracking and status updates
- Assignment and routing workflows
- SLA tracking
- Digital signatures
- Document generation
Help Center
- Searchable knowledge base
- Company policies & FAQs
- Document library access
- Category browsing
- Contextual help throughout platform
Leave Management
CoreComplete leave tracking and approvals
Leave Requests
- Submit leave requests with date selection
- Half-day support
- Leave request approval workflow
- Request cancellation
- Comments/notes on requests
- Pending/approved/rejected status tracking
Leave Balances
- Real-time balance tracking
- Balance by leave type
- Accrual tracking
- Carry-over tracking
- Adjustments by HR
Leave Calendar
- Visual leave calendar
- Team leave calendar view
- Public holiday integration
- Filter by department/location
Leave History
- Historical leave records
- Leave request audit trail
- Export leave data
Admin Configuration
- Configure custom leave types
- Leave type colors and icons
- Enable/disable leave types
- Create leave policies with entitlements
- Tenure-based accrual rules
- Carry-over rules
- Policy assignment to employees
Time Tracking
PremiumTrack work hours and timesheets
Time Tracking
- Clock in/out
- Daily timesheet entry
- Break tracking
- Location data (optional)
Timesheet Management
- Weekly/monthly timesheets
- Timesheet submission
- Manager approval workflow
- Rejection with comments
- Bulk approval actions
Overtime
- Overtime tracking with configurable rules
- Overtime thresholds
- Overtime approval workflows
- Overtime reporting and analytics
Onboarding
CoreStreamlined new hire experience
Onboarding Workflows
- Start onboarding for new employees
- Task tracking and completion
- Task assignment (HR, manager, new hire, IT)
- Task due dates
- Progress monitoring dashboard
Templates
- Create reusable onboarding templates
- Add/remove/reorder tasks
- Task categories
- Template by role/department
AI & Scheduling
- AI-assisted onboarding task suggestions
- Welcome meeting scheduling
- Calendar integration
Offboarding
CoreStructured exit management
Offboarding Workflows
- Initiate offboarding for departing employees
- Task tracking and completion
- Equipment return tracking
- Access revocation tracking
- Exit interview scheduling
- Knowledge transfer items
Templates & AI
- Create reusable offboarding templates
- Task assignment by role
- AI-assisted offboarding task suggestions
- Final payroll coordination
- Benefits continuation info
Recruitment / ATS
PremiumApplicant tracking system
Job Postings
- Create/edit job postings
- Job status management (draft, open, paused, closed, filled)
- Rich text job descriptions
- AI job description generation
- Job description bias detection
- Salary range visibility options
- Location types (remote, hybrid, on-site)
- Employment type configuration
- Number of openings tracking
- Hiring manager assignment
- Archive/restore job postings
Career Page & Distribution
- Public career page per organization
- Branded careers portal
- Job listing embed widget
- Distribute to job boards
- XML/JSON feeds for aggregators (Indeed, etc.)
Candidate Management
- Candidate profiles
- Resume upload and storage
- AI resume parsing
- AI application scoring
- Application tracking
- Candidate search and filtering
- Bulk candidate actions (email, reject)
- Candidate portal (self-service status)
Hiring Pipeline
- Customizable hiring stages
- Drag-and-drop candidate movement
- Pipeline conversion metrics
- Time-to-hire tracking
- Source effectiveness analytics
Interview Scheduling
- Schedule interviews
- Calendar integration
- Interview panel assignment
- Availability checking
- Interview rescheduling/cancellation
- AI interview question generation
Offer Management
- Create offer letters from templates
- Offer preview and PDF download
- Send offers directly to candidates
- Offer acceptance/decline tracking
- Offer withdrawal
Performance
PremiumComprehensive performance management
Performance Reviews
- Multi-rater reviews (self, manager, peer, upward)
- 180° and 360° review cycles
- Review templates with customizable questions
- Review submission workflow
- Review acknowledgment
- AI-assisted feedback drafting
- Review cycle launch/completion
- Progress tracking and reminders
Goals & OKRs
- Create individual/team/company goals
- Goal progress tracking
- Check-in updates
- Goal cascading (company → team → individual)
- Key results tracking
- Goal priority levels
- AI goal drafting
Continuous Feedback
- Give/receive feedback anytime
- Feedback types (recognition, constructive)
- Feedback history
- AI feedback drafting
1-on-1 Meetings
- Schedule recurring 1-on-1s
- Meeting agenda templates
- Talking points
- Meeting notes
- Action item tracking
- AI note processing
- Calendar integration
Calibration & Ratings
- Configurable rating scales
- Rating calibration sessions
- Cross-team calibration
- Rating distribution analytics
- 9-Box talent grid
- Performance/potential matrix
Recognition Hub
- Peer recognition
- Recognition categories
- Badge system
- Recognition leaderboard
- Points system
- Recognition analytics
Development Plans
- Individual development plans
- Development items/activities
- Progress tracking
- Plan activation/completion
- AI development plan drafting
PIPs
- Create Performance Improvement Plans
- PIP goals and milestones
- Check-in scheduling
- PIP extension
- Completion/cancellation tracking
- Document attachment
- AI-assisted PIP drafting
Compensation
PremiumComplete compensation management
Salary Management
- Salary tracking per employee
- Salary history
- Multi-currency support (USD, GBP, EUR, ZAR, etc.)
- Pay frequencies (hourly, weekly, monthly, etc.)
- Compensation change records
Pay Grades
- Pay grade/band structure
- Grade level assignment
- Salary ranges per grade (min/mid/max)
- Compa-ratio calculation
- Pay grade import (CSV)
- AI-generated pay structures
- Market benchmarking support
Merit Cycles
- Merit increase cycles
- Cycle timeline management
- Budget allocation
- Manager proposals
- Proposal approval workflow
- Compensation adjustments
- Cycle status tracking (planning, active, completed)
Bonus Management
- Bonus programs with targets
- Performance bonuses
- Spot bonuses
- Annual awards
- Bonus tracking
Total Rewards
- Comprehensive compensation view
- Total rewards statement
- Include salary, bonuses, equity, benefits
Competency Framework
- Define competencies by category
- Competency matrix by level
- Employee competency assessment
- Gap analysis per employee
- Career pathing
Equity / ESOP
PremiumStock option and equity management
Equity Management
- Equity plan management
- Grant management
- Vesting schedules
- Exercise windows
- Grant history
- Vesting calculator
Employee Portal
- Employee equity portal ("My Equity")
- View total granted shares
- Vested vs unvested breakdown
- Next vest date
- Estimated value
Benefits
PremiumEmployee benefits administration
Benefits Plans
- Create/manage benefit plans
- Plan types (health, dental, vision, 401k, HSA, FSA, life, disability)
- Plan tiers and pricing
- Plan eligibility rules
- Coverage tiers (Employee, +Spouse, +Children, Family)
- Contribution splits (employee/employer)
Enrollment
- Open enrollment periods
- Enrollment window management
- Plan enrollment/waive
- Enrollment cancellation
- Plan comparisons
Dependents
- Add/manage dependents
- Relationship types (spouse, domestic partner, children)
- Dependent eligibility tracking
- Age tracking for eligibility
- Student status verification
- Disability status
Life Events
- Qualifying life event submission (marriage, birth, etc.)
- Life event approval workflow
- Mid-year enrollment changes
- Special enrollment periods
Learning
PremiumLearning management integration
LMS Integration
- Connect external learning platforms
- Sync completions automatically
- October Health integration
- AI coaching program tracking
Course Management
- Course assignments by role/department
- Due dates and reminders
- Progress tracking
- Completion rates
- Manager registration for employees
Training Calendar
- View upcoming training
- Team training calendar
- Session registration/unregistration
- Attendance marking
CPD & Compliance
- CPD requirements tracking
- Credit tracking
- Compliance status
- Completion certificates
- Certificate templates
Training Administration
- Training nominations
- Approval workflow
- Training needs analysis
- Export analysis reports
- Learning paths by role
- Skills tracking integration
Expenses
PremiumExpense reporting and reimbursement
Expense Submission
- Create expense reports
- Add multiple line items
- Receipt upload
- AI-powered receipt scanning
- Auto-extract merchant, amount, date
- Quick expense add
- Expense categories
Approval Workflow
- Submit for approval
- Multi-level approval
- Approve/reject with comments
- Bulk approve/reject
- Comment threads
Reimbursement & Tracking
- Mark as paid
- Payment tracking
- Department budgets
- Budget vs. actual tracking
Export & Reporting
- CSV/Excel export
- Receipt download (bulk)
- Report export
Succession Planning
PremiumPlan for leadership continuity
Critical Roles
- Identify critical positions
- Role risk assessment
- Vacancy impact analysis
Successor Mapping
- Identify successors per role
- Readiness assessment (ready now, 1-2 years, 3+ years)
- Successor ranking
- Development tracking
- Succession coverage levels
Risk Analysis
- Flight risk assessments
- Risk factors tracking
- Retention planning
Workforce Planning
PremiumStrategic workforce analytics
Forecasting
- Headcount forecasting
- Growth projections
- Trend analysis
- Retirement eligibility tracking
Attrition Analysis
- Attrition tracking
- Attrition predictions
- Turnover rates by department
Scenario Modeling
- Create what-if scenarios
- Scenario comparison
- Impact analysis
- Restructuring modeling
Skills & Budget
- Skills gap analysis across teams
- Budget impact modeling
- Cost projections
- Hiring pipeline planning
Advanced Analytics
PremiumCustom reports and insights
Dashboards
- Executive dashboards
- HR operations view
- Workforce analytics
- Headcount trends
- Turnover analytics
- Compensation analytics
Custom Reports
- Custom report builder
- Field selection and filters
- Grouping and sorting
- Preview before export
- Save report templates
- Scheduled report delivery via email
Export
- Export to CSV/Excel
- Export to PDF
- Bulk data export
- Advanced visualizations
Payroll Integration
PremiumConnect to external payroll providers
Integrations
- Gusto integration
- Rippling integration
- Deel integration
- PaySpace integration (South Africa)
- SimplePay integration (South Africa)
- OAuth and API key authentication
Data Sync
- Employee data sync
- Automatic updates
- Map employees to payroll IDs
- Payroll change requests
- HR approval workflow for changes
Employee Self-Service
- View pay stubs
- Access tax documents
- Payroll calendar
- Bank details updates
Document Management
CoreCentralized document storage
Document Storage
- Upload and store company documents
- Document versioning
- Document types/categories
- Document search
- Expiration tracking
- Bulk upload
Visibility & Access
- Visibility controls (private, employee, managers, all)
- Secure document downloads
Acknowledgment
- Require employee acknowledgment
- Track acknowledgment status
- Policy compliance tracking
- Document signing
Employee Relations
PremiumCase management for workplace issues
Case Management
- Create ER cases (disciplinary, grievance, harassment, etc.)
- Case status workflow
- Case outcome recording
- Activity timeline
Participants & Documents
- Add case participants (complainant, respondent, witness)
- Participant roles
- Attach case documents
- Secure document storage
- Case notes
Workflow & Deadlines
- Configure case workflows by type
- Case deadlines
- Deadline tracking and completion
- Escalation rules
- Initiate PIP from ER case
Analytics
- Case metrics
- Resolution times
- Case types breakdown
Mentorship
PremiumStructured mentorship programs
Programme Management
- Create mentorship programmes
- Programme status (draft, active, completed)
- Launch/complete programmes
Pairing
- Create mentor-mentee pairs
- AI-suggested pairings
- Pairing status management
Sessions & Goals
- Schedule mentorship sessions
- Session notes (private and shared)
- Session completion tracking
- Set pairing goals
- Track goal progress
Feedback & Analytics
- Mentorship feedback collection
- Programme feedback
- Programme metrics
- Pairing success rates
Alumni Management
CoreStay connected with former employees
Alumni Directory
- Former employee tracking
- Alumni profiles
- Contact information maintenance
Career Tracking
- Track alumni career movements
- Company changes
- Role changes
- Qualifications and certifications
Engagement & Rehire
- Alumni engagement tracking
- Communication history
- Boomerang hiring (initiate rehire)
- Connection to recruitment module
Compliance & Risk
PremiumCompliance tracking and risk management
Compliance Dashboard
- Organization compliance overview
- Risk indicators
- Compliance score
Certifications
- Certification types (licenses, certifications, credentials)
- Employee certification tracking
- Expiration alerts
- Renewal tracking
- Verification workflow
- Certificate upload
- Set requirements by role/department
Compliance Frameworks
- Framework management (SOC 2, ISO 27001, GDPR, HIPAA)
- Requirement mapping
- Seed common frameworks
Risk Assessment
- People risk scoring per employee
- Risk factors (certifications, training, compliance)
- Department risk view
- Export risk reports
- Training completion tracking
- Policy acknowledgment status
US Compliance
PremiumI-9, ACA, and EEO-1 federal compliance
I-9 Work Authorization
- Electronic I-9 forms
- Section 1 and Section 2 completion
- Document verification (List A, B, C)
- Reverification tracking
- Expiration alerts
- Audit-ready record retention
ACA Compliance
- Full-time eligibility tracking
- Monthly and look-back measurement methods
- Affordability safe harbor calculations
- 1094-C form generation
- 1095-C form generation
- IRS reporting support
EEO-1 Reporting
- Job category classification
- Demographic data collection
- Component 1 reports
- Multi-establishment support
- Annual submission tracking
SA Compliance (BEE/SETA)
PremiumSouth African B-BBEE and skills development compliance
B-BBEE Compliance
- Scorecard tracking across all elements
- Ownership and management control
- Skills development tracking
- Enterprise and supplier development
- Socio-economic development
- Verification support and documentation
- Certificate management and expiration alerts
Employment Equity
- Workforce demographics analysis
- Occupational level tracking
- EE plan management
- Numerical targets and timeframes
- EEA2 and EEA4 report generation
- Submission tracking
SETA Compliance
- Skills Development Levy tracking
- Workplace Skills Plan (WSP) creation
- Annual Training Report (ATR)
- Learnership management
- Mandatory grant applications
- Training spend tracking
CCMA Processes
- Case management
- Conciliation and arbitration tracking
- Document preparation
- Deadline tracking and reminders
Asset Management
PremiumTrack company equipment and resources
Asset Inventory
- Complete asset database
- Serial number and asset tag tracking
- Purchase date and cost tracking
- Warranty expiration alerts
- Asset condition monitoring
- Custom asset categories
Assignment & Lifecycle
- Assign assets to employees
- Assignment history tracking
- Employee asset portal
- Lifecycle status management
- Location and department tracking
Offboarding Integration
- Automatic asset return checklist
- Return scheduling
- Condition check on return
- Lost/stolen reporting
Maintenance & Reporting
- Maintenance scheduling
- Repair tracking
- Vendor management
- Asset inventory reports
- Depreciation tracking
- Cost analysis
AI Features
CoreAI-powered assistance across the platform
Content Generation
- Job description drafting
- Job description bias detection
- PIP drafting
- Feedback drafting
- Goal drafting
- Review comment drafting
- Development plan drafting
- 1-on-1 note processing
Data Processing
- Resume parsing
- Application scoring
- Receipt scanning
- CSV column mapping
Suggestions & Insights
- Onboarding task suggestions
- Offboarding task suggestions
- Compensation structure generation
- Dashboard insights
- Interview question generation
- Mentor-mentee pairing suggestions
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