SumTotal Features
What are the features of SumTotal?
Platform
- Customization
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Performance
- Reporting
- Dashboards
Training & eLearning
- Assessments and Practice
- Content Delivery and Tracking
- Content Creation
- Customer Training
- Manager Portals
- Content Storage and Management
- Content Libraries
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Technology Glossary Features
View definitions of the features and discover new technology terms.
SumTotal Categories on G2
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Core HR
Organization Management | Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. | Not enough data | |
Time, Attendance, and PTO | Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. | Not enough data | |
Expense Management | Contains functionality for employees to submit expenses reports and track reimbursments | Not enough data | |
Salary Structures | Manages position descriptions and pay grades/structures for each role | Not enough data | |
Compliance | Helps protect risk areas by ensuring compliance standards are met through tracking and reporting | Not enough data | |
Benefits Administration | Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options | Not enough data |
Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 19 SumTotal reviews. | 61% (Based on 19 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 15 SumTotal reviews. | 67% (Based on 15 reviews) | |
Internationalization | Based on 16 SumTotal reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 73% (Based on 16 reviews) | |
User, Role, and Access Management | Based on 22 SumTotal reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 79% (Based on 22 reviews) | |
Performance | As reported in 21 SumTotal reviews. Is consistently available (uptime) and allows users to complete tasks reliably. | 75% (Based on 21 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Reporting | Based on 21 SumTotal reviews. Provides analytics tools that reveal important business metrics and track progress. | 62% (Based on 21 reviews) | |
Dashboards | Has a centralized dashboard for users to interact with. This feature was mentioned in 19 SumTotal reviews. | 61% (Based on 19 reviews) | |
Reporting | Access pre-built and custom reports and dashboards. | Not enough data | |
APIs / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Scalability | Allows administrator to easily add employees and grow payroll process as their company grows. | Not enough data | |
Embedded AI / Machine Learning | Offers embedded AI/machine learning | Not enough data | |
Complex Approval Workflow | Provides workflow for complex approval structures | Not enough data |
Expense Reports
Ease of Creating Expense Reports | Creation of expense reports takes little time and is intuitive for new users | Not enough data | |
Bank / Credit Card Integration | Can easily pull in receipts from all credit card statements | Not enough data | |
Smart Categorization | Automatically assigns categories/accounts based on past entries and credit card statements | Not enough data | |
Digital Receipt Management | Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. | Not enough data | |
Employee Reimbursement | Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system | Not enough data | |
Currency Conversions | Enables easy entry of expenses in other currencies and converts to expense report currency | Not enough data | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) | Not enough data |
Travel Management
Ease of Booking | Can book Flights, Hotels, and Rental cars directly from software. | Not enough data | |
Itinerary Management | Creates travel itineraries based on booking | Not enough data | |
Trip Notifications | Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. | Not enough data | |
Advanced Integrations | Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. | Not enough data |
Time Tracking
Ease of Completing Timesheets | Timesheet entry takes little time and is intuitive for new users | Not enough data | |
Tracking Time to Project/Task | Users can easily track time based on task or activity and assign to projects | Not enough data | |
Billable Time Rate Management | Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. | Not enough data |
Client Invoicing
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | Not enough data | |
Electronic Payments | Accepts electronic payments from clients | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | Not enough data |
Mobile
Receipt Capture | Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | Not enough data | |
Mileage Tracking | See feature definition | Allows users to track mileage from mobile device using maps or GPS. | Not enough data |
Travel Itinerary and Flight Status Updates | Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes | Not enough data |
Mobile Time Tracking
Time Tracking | Allows users to track and enter time spent on project tasks from mobile device. | Not enough data |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | Not enough data | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | Not enough data | |
Policy Compliance Management | See feature definition | Enables administrators to create rules that enforce compliances of corporate time and expense policies | Not enough data |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Payroll Entry | Allows administrator to enter payroll for all employees based on salary or total hours worked. | Not enough data | |
Time Off Accrual | Calculation and tracking of sick and vacation days. | Not enough data | |
Direct Deposit | Automatically deposits paychecks into employees' bank accounts. | Not enough data | |
Expense Reimbursement | Allows administrator to reimburse employees for business-related purchases. | Not enough data | |
Pre-tax Deductions | Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. | Not enough data | |
Wage Garnishment | See feature definition | Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. | Not enough data |
Approvals | Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. | Not enough data | |
Check/W-2 Printing | Allows administrators to print valid paychecks and W-2 forms. | Not enough data | |
Check/W-2 Delivery | Sends printed checks to administrator to distribute to employees. | Not enough data | |
PCI Regulation Compliant | Complies with PCI security standards | Not enough data |
Employee Self Service
Web Portal | Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. | Not enough data | |
Benefits Manager | Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. | Not enough data | |
Mobile | Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. | Not enough data |
Taxes
Tax Calculation | Calculates taxes due and may include resources or tools for federal and state tax compliance. | Not enough data | |
Tax Filing | Files payroll tax forms automatically for federal, state, and local taxes. | Not enough data | |
Automatic Tax Payment | Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. | Not enough data |
Integration
API / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Time Tracking Integration | Enables administrator to import hours from time tracking systems. | Not enough data | |
Accounting Integration | Provides standard integration with third party accounting software. | Not enough data | |
Core HR Integration | Provides standard integration with third party core HR software. | Not enough data |
Workforce Management Platform Features
Labor Forecasting | See feature definition | Predict the number and types of employees necessary to meet anticipated demand to control labor costs. | Not enough data |
Shift Scheduling | See feature definition | Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. | Not enough data |
Time & Attendance Tracking | Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. | Not enough data | |
Absence & Leave Management | Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. | Not enough data | |
Skills Management | Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. | Not enough data | |
Succession Planning | Identify high performing employees with potential to be promoted with minimal development. | Not enough data | |
Workforce Analytics | Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. | Not enough data | |
Self-Service Capabilities | Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times. | Not enough data | |
Mobile Shift Scheduling | Managers and employees can create or claim available work shifts and receive notifications on their mobile device. | Not enough data | |
Team Communication | Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. | Not enough data |
Benefits Administration Platform Features
Benefits Record Management | Track and manage employee benefits information and eligibility information within a centralized database. | Not enough data | |
Enrollment Planning | See feature definition | Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. | Not enough data |
Third-Party Carrier Integration | Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. | Not enough data | |
Document Management | Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. | Not enough data | |
Total Compensation Statements | Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. | Not enough data | |
Self-Service Portal | Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. | Not enough data | |
Regulatory Compliance | Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). | Not enough data | |
Mobile Benefits Access | Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. | Not enough data | |
Benefits Record Management | Track and manage employee benefits information and eligibility information within a centralized database. | Not enough data | |
Enrollment Planning | See feature definition | Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. | Not enough data |
Third-Party Carrier Integration | Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. | Not enough data | |
Document Management | Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. | Not enough data | |
Total Compensation Statements | Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. | Not enough data | |
Self-Service Portal | Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. | Not enough data | |
Regulatory Compliance | Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). | Not enough data | |
Benefits Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance. | Not enough data | |
Mobile Benefits Access | Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. | Not enough data | |
Integrations / APIs | The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data |
Sourcing
Social Sourcing | Enables the user to share job posting on social channels. | Not enough data | |
Job Posting | Posts job listings to job boards. | Not enough data | |
Candidate Sourcing Metrics | Reports where applicants are finding job listings. | Not enough data | |
Candidate Search | Searches for qualified candidates by integrating with career sites. | Not enough data | |
Career Page Configuration | Configures branded career page for the users website. | Not enough data |
Candidate Management
Dashboards | Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. | Not enough data | |
Workflow Building | Enables the building of custom recruiting workflows. | Not enough data | |
Hiring Processes Tracking | Tracks a candidates spot in the hiring process. | Not enough data | |
Scheduling | Integrates with calendars and allows the scheduling of phone screens and interviews. | Not enough data | |
Applicant Data Management | Stores applicant data that can be accessed by multiple people on a team. | Not enough data | |
Candidate Evaluations | Enables users to share feedback on candidates. | Not enough data | |
Automated Resume Parsing | Analyzes resumes and applicant data based on user-selected preferences. | Not enough data | |
Candidate-Facing Statuses | Enables candidates to view where they are in the hiring process. | Not enough data |
Platform Content
Forms Library | Provides users with a pre-built library of templated forms related to the hiring process. | Not enough data | |
E-Forms | Provides electronic forms for employees to complete. | Not enough data | |
E-Signature | Enables new hires to sign forms electronically. | Not enough data | |
Background Checks | Enables the employer to perform background checks. | Not enough data | |
Offer Letter Approvals | Provides user with offer letter templates. | Not enough data | |
Offer Letter Templates | Enables all stakeholders to approve offer letters. | Not enough data | |
Automation | Automates some or all operation related tasks. | Not enough data | |
File Sharing | Provides robust sharing options for communication with both internal and external stakeholders. | Not enough data | |
Content Library | Provides users with a pre-built library of useable content. | Not enough data |
Platform Additional Functionality
Self-Service Portal | Enables employees to login and view their onboarding process. | Not enough data | |
Automated Team Introductions | Introduces new hires to employees based on org chart. | Not enough data | |
Compliance Training | Provides training on relevant compliance issues. | Not enough data | |
Automated Onboarding Workflows | Provides workflows which track new hire progress. | Not enough data | |
Onboarding Notifications | Provides notifications about the onboarding process to both the new hire and manager. | Not enough data | |
Integrations | Integrates with business solutions such as payroll, workforce management, POS systems, etc. | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Forecasting | Forecasts scheduling needs based on important KPIs. | Not enough data | |
Task Management | Provides task prioritization and management abilities. | Not enough data | |
Portal | Contains a portal to facilitate third-party or client application access. | Not enough data |
Platform Data
Time-to-Productivity Reporting | Provides metrics on the time it takes a new hire to reach productivity. | Not enough data | |
Onboarding Process Reporting | Provides holistic Metrics on the onboarding process. | Not enough data | |
Visualization | Contains tools to visalize data sets or workflows. | Not enough data |
Course Authoring
Course Builder | Enables user to create courses. | Not enough data | |
Role-Based Templates | Provides templates for course creation based on industry or role. | Not enough data | |
Assessments & Quizzes | Enables the design and administration of tests and quizzes. | Not enough data | |
Instructor-Led Training | Enables for design of classes that are led by an instructor. | Not enough data |
Course Delivery
Learning Paths | Creates sequences of classes which must be taken in a specific order. | Not enough data | |
24/7 Availability | Enables access to courses 24/7. | Not enough data | |
Communication & Notifications | Provides functionality to communicate and send notifications to users. | Not enough data | |
Assignment Scheduling | Enables users to plan assignments and dispense them automatically. | Not enough data |
Course Management
Gamification | Motivates users by tracking points, achievements, and badges. | Not enough data | |
Varied User Types | Limits user access to certain functionality and courses. | Not enough data | |
Certifications | Provides custom certifications to distribute after course completion. | Not enough data | |
Industry Compliance | Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more. | Not enough data |
LMS Marketplace
E-Commerce | Enables user to sell their courses and receive compensation electronically. | Not enough data | |
Course Marketplace | Enables users to purchase and consume courses via an online marketplace. | Not enough data | |
Subscriptions | Enables user to sell and manage subscriptions to created courses. | Not enough data |
Interface
White Labeling | Customizes account to with homepage branding, personalized URL, and more. | Not enough data | |
Multilingual | Provides multiple language choices. | Not enough data |
Training & eLearning
Assessments and Practice | Based on 12 SumTotal reviews. Provides Quizzes, Testing and Software Simulations to reinforce and measure effectiveness of materials | 71% (Based on 12 reviews) | |
Content Delivery and Tracking | As reported in 18 SumTotal reviews. Includes Self-led, Instructor-led, web-based collaboration and tracking of completion for compliance. | 78% (Based on 18 reviews) | |
Content Creation | Based on 11 SumTotal reviews. Provides tools to create training materials for instructor-led and self-led courses | 56% (Based on 11 reviews) | |
Customer Training | Training courses can be offered outside organization to customers and partners. Can include e-Commerce functionality for customers to purchase training courses. 16 reviewers of SumTotal have provided feedback on this feature. | 76% (Based on 16 reviews) | |
Manager Portals | Allows Managers and/or parents to see progress of team members or children This feature was mentioned in 16 SumTotal reviews. | 71% (Based on 16 reviews) | |
Content Storage and Management | Provides functionality to store, organize and search all training content 15 reviewers of SumTotal have provided feedback on this feature. | 72% (Based on 15 reviews) | |
Content Libraries | Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum. 12 reviewers of SumTotal have provided feedback on this feature. | 75% (Based on 12 reviews) |
Recruiting and Onboarding
Interview Scheduling | Coordinates interview scheduling via email, phone, or text | Not enough data | |
Onboarding | Tracks key steps in onboarding process including new employee orientation and employee payroll documents. | Not enough data |
Operations
Personnel Management | Maintains, tracks, and reports on stored records and database of all medical employees and personnel | Not enough data | |
Talent Management | Assists HR responsibilities throughout the entire employee lifecycle, from recruitment and hiring to offboarding | Not enough data | |
Regulation and Compliance | Ensures and maintains compliance across the health care organization | Not enough data | |
Metrics and Reporting | Tracks and generates metrics and reports regarding the health and vitality of the organization | Not enough data | |
Third-Party Integrations | Streamlines integration with third-party HR solutions for comprehensive employee, facility, and benefits management | Not enough data |
Platform Basics
Reporting | Provides analytics tools that reveal important business metrics and track progress. | Not enough data | |
Dashboard | Has a centralized dashboard for users to interact with. | Not enough data | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. | Not enough data |
Process Automation
Course Authoring | Provides an integrated authoring tool to create custom courses, classes, and content. | Not enough data | |
Online Learning | Enables medical professionals to create, administrator, track, and deliver digital content, courses, competencies, and procedures in an online classroom setting. | Not enough data | |
Certificate Generation | Generates certificates of completion of courses that are compliant with local, state, and industry licensure. | Not enough data | |
Tracking & Reporting | Tracks, analyzes, and documents employees' attendance and learning progress. | Not enough data | |
Collaborative Environment | Enables messaging and communication between employers, employees, and course instructors. | Not enough data | |
Automatic Boards Reporting | Integrates with industry web services to store and report completed courses, certificates, and credits to relevant certification systems. | Not enough data |
Performance reviews
360 Reviews | Facilitates 360-degree feedback between managers, employees, and peers. | Not enough data | |
Customizable Forms | Provides customizable employee review forms and questions. | Not enough data | |
Review Status Tracking | Tracks completion status of employee reviews. | Not enough data |
Goals
Goal-Setting | Facilitates goal-setting for individual employees and tracks progress toward goals. | Not enough data | |
Company Goals And OKRs | Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. | Not enough data |
Feedback
Continuous Feedback | Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. | Not enough data | |
Requesting Feedback | Allows employees or managers to request feedback from other employees. | Not enough data | |
1-On-1 Meetings | Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. | Not enough data | |
Public Praise | Provides a forum for employees or managers to deliver public praise for exceptional employee performance. | Not enough data |
Data
Dashboards And Reports | Generates in-depth visual dashboards and reports based on employee performance data. | Not enough data | |
Historical Data | Retains historical performance review data or integrates with third-party applications where historical data can be maintained. | Not enough data |
