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Onboarding Software Glossary: Key Terms & Concepts

List of Onboarding Software features

Self Service Portal

A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, ...read more

Employee Database

A database of employees comprises vital information such as each employee's personal information and company-related information such as their pay scale, employment date, and more. In addi...read more

Recurring (Subscription Billing)

When a subscription business charges a customer's credit card for items or services on a regular billing schedule, this is known as recurring billing. Subscription services typically charg...read more

Training Management

Training management is a software feature that helps organizations efficiently manage their training programs and activities. It serves as a centralized platform for creating, scheduling, ...read more

Employee Management

Employee management is a crucial aspect of any organization, as it involves the effective and efficient management of all the employees within the company. It is a process that involves pl...read more

Document Management

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more

Task Management

The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all part of the process. Persons can use task manager...read more

Chat (Messaging)

The act of conversing, communicating, and/or exchanging messages through the internet is known as chatting. It entails two or more persons interacting via a chat-enabled service or softwar...read more

Percent-Complete Tracking

Percent Complete is a field calculated based on Actual Duration and Duration, and it shows how far the project or tasks have progressed. Whether your program uses a % complete method or no...read more

Recurring Task Management

Recurring task management entails ensuring that the project manager correctly manages recurring tasks (those that occur on a regular basis) to maintain efficiency and productivity. Things ...read more

Collaboration Tools

People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more individuals achieve a common goal or objective. ...read more

Alerts

An app or software sends out alerts, which are actionable and content-rich push notifications. These alerts can be for various reasons, including messages from teammates, reporting manager...read more

Gamification

Gamification is the technique of introducing game aspects into non-game environments to boost engagement, such as a website, online community, learning management system, or a company's in...read more

Gantt Charts

A Gantt chart is a method used to show how tasks move over time. A Gantt chart is a helpful tool for indicating what work is scheduled to be accomplished on a given day and is commonly use...read more

Progress Tracking

The technique of determining how much progress has been achieved toward the conclusion of an ongoing project is known as progress tracking. It's frequently kept track of with a full report...read more

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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