Features

One people-and-talent product on one org plan: recruitment, client onboarding, training records, engagement and self-service, each with free worksheets.

• Applicant tracking software: the requisition, the pipeline, the cost and the time of every fill

  Applicant tracking software for the person who fills the roles at a small organisation and is doing it out of a spreadsheet and an inbox: the requisition opens on the org plan as the role the headcount plan already called for, the pipeline moves each candidate from applied to offer, and the record carries what the hire actually cost once the ads, the agency fee and your own hours are counted, and how long the fill took. Orgplanly keeps that per role, against the plan that asked for it, so the next budget conversation starts from your own fills rather than an industry average.

• Client onboarding system: the checklist and intake that turn a signed customer into a started one

  A client onboarding system for the professional services firm, agency, accounting practice or software company that has to turn a signed customer into a started one: the intake form, the documents asked for twice, the kickoff nobody booked. On Orgplanly the onboarding checklist is built from your own steps and documents, the intake form from the fields you actually need, and each new customer's onboarding is a dated record on the same plan that staffs the account, so the fortnight between signature and first work is owned by someone.

• Training matrix software: the matrix, the checklist and the record of who was trained, when

  Training matrix software for the person who keeps the training records for a workforce: the safety manager on a site, the operations manager of a warehouse, the office manager who was handed compliance. On Orgplanly the matrix is sized to the headcount on the org plan and the courses you run, the checklist is sized to the role, the 30 60 90 plan is written for the new starter the plan just added, and the dashboard says how compliant the workforce is today and in ninety days, from your own refresher periods rather than a vendor's estimate.

• Employee engagement survey tool: the survey plan, the eNPS arithmetic and what changed afterwards

  An employee engagement survey tool for the person who owns the programme: the HR or people operations lead, the internal communications manager, the founder who still runs it. Once or twice a year they put a survey in front of everybody and then have to say what changed. On Orgplanly the survey is planned against the headcount on the org plan, the eNPS is worked from the results you enter, and the actions that came out of it are tracked to done, so the programme people can see you finished rather than the spreadsheet of averages that stopped at the chart.

• Customer self service portal: the deflection plan and the portal content that answers before a ticket

  A customer self service portal for the small company that answers the same twenty questions all day: the help centre that answers before a ticket is raised, the customer's own account, cases and documents, and the request form that raises a ticket only when self-service has not worked. On Orgplanly the deflection plan is worked from the questions you actually get and what each costs to answer by hand, and the portal content plan is the list of articles that plan says to write first, kept as a record so the team that staffs support on the org plan is sized to the tickets that remain.