Employee Navigator


Employee Navigator allows brokers to manage and create tasks for employees to ensure an effiecient and productive workplace.

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Employee Navigator Features

Core HR

Organization Management

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Not enough data available

Time, Attendance, and PTO

Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.

Not enough data available

Expense Management

Contains functionality for employees to submit expenses reports and track reimbursments


Salary Structures

Manages position descriptions and pay grades/structures for each role

Not enough data available


Helps protect risk areas by ensuring compliance standards are met through tracking and reporting

Not enough data available

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 available

Workforce Management Platform Features

Labor Forecasting

Predict the number and types of employees necessary to meet anticipated demand to control labor costs.


Shift Scheduling

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.


Time & Attendance Tracking

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.


Workforce Analytics

Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.


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 available

Skills Management

Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.


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 available

Succession Planning

Identify high performing employees with potential to be promoted with minimal development.


Mobile Shift Scheduling

Managers and employees can create or claim available work shifts and receive notifications on their mobile device.


Team Communication

Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.


Benefits Administration Platform Features

Benefits Record Management

Track and manage employee benefits information and eligibility information within a centralized database.

(Based on 11 reviews)

Enrollment Planning

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

(Based on 11 reviews)

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.

(Based on 10 reviews)

Document Management

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

(Based on 11 reviews)

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.

(Based on 8 reviews)

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.

(Based on 10 reviews)

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).

(Based on 10 reviews)

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.

(Based on 10 reviews)

Mobile Benefits Access

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

(Based on 6 reviews)

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.

(Based on 7 reviews)



Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

(Based on 5 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.

Not enough data available


Enables users to view and transact business with the same content in multiple languages and currencies.


User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

(Based on 6 reviews)

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.

(Based on 7 reviews)

Mobile User Support

Not enough data available


Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

(Based on 7 reviews)


An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

(Based on 6 reviews)