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June 6, 2024
XX min read

How to Use Sapling: A Comprehensive Guide


Sapling, a robust product from the Kallidus suite, is designed to elevate your HR processes, encompassing onboarding, offboarding, core HR tasks, and people operations. By leveraging Kallidus' extensive experience in learning, performance, talent management, and creating impactful learning content, Sapling offers a comprehensive solution for modern HR needs. In an era where efficient people management is critical, Sapling stands out by streamlining workflows, improving employee experiences, and providing data-driven insights.

Who is Sapling for

Sapling is for HR professionals, managers, and business leaders who are looking to enhance their HR operations. It's ideal for organizations that prioritize seamless onboarding/offboarding experiences, efficient HR management, and cohesive people operations. Whether you're a startup or an established enterprise, Sapling adapts to the size and complexity of your organization to provide effective solutions.

Key features


Sapling’s onboarding module ensures new hires have a seamless transition into your company. Key features include preboarding workflows, automated task management, and personalized onboarding experiences. From digital signatures to new hire portals, Sapling makes the first day feel less like a bureaucratic nightmare and more like an exciting beginning.


Effective offboarding is just as crucial as onboarding, and Sapling does it right by automating exit tasks, facilitating knowledge transfer, and ensuring compliance. Automated workflows help manage departures smoothly, minimizing disruptions and maintaining a positive employer brand.

Core HR

Sapling’s core HR functionalities cover essential HR tasks such as employee data management, document storage, compliance management, and reporting. By centralizing HR data, Sapling enhances data accuracy, accessibility, and compliance.

People Operations

Sapling supports people operations with features like performance management, feedback systems, and employee engagement tools. It’s designed to keep your team engaged and aligned with company goals, improving overall performance and retention.

Reporting and Analytics

Sapling provides robust reporting and analytics tools to help HR professionals make data-driven decisions. From tracking employee performance to monitoring compliance, Sapling gives you the insights needed to fine-tune your HR strategies.

Best use cases

Seamless Onboarding for Remote Teams

With remote work becoming the norm, Sapling excels in creating a consistent onboarding experience regardless of where new hires are located. Through cloud-based platforms, automated tasks, and digital interactions, employees feel connected and part of the team from day one.

Streamlining HR Processes in Growing Companies

For companies experiencing rapid growth, managing an increasing workforce can be challenging. Sapling’s scalable solutions streamline HR processes, ensuring that all employees receive a consistent experience and that HR teams can focus on strategic initiatives rather than administrative tasks.

Enhancing Employee Experience in Diverse Industries

Be it tech, healthcare, education, or retail, Sapling adapts to various industry needs by providing flexible workflows and personalized experiences. For example, tech companies can benefit from Sapling’s robust integration capabilities, while healthcare organizations can leverage compliance and documentation features to meet regulatory requirements.

Getting started

  1. Sign Up and Setup:
  • Visit Sapling's official website and sign up for an account.
  • Follow the guided setup to configure your company profile, including adding your company logo, defining your organizational structure, and inputting essential company information.
  1. Customize Workflows:
  • Define and customize onboarding and offboarding workflows.
  • Create task lists tailored to different roles and departments to ensure consistency and completeness.
  1. Add Employee Data:
  • Import employee information using CSV files or integrate with existing HR systems.
  • Verify and update employee profiles to ensure data accuracy.
  1. Set Up Permissions:
  • Assign roles and permissions to ensure the right level of access for team members.
  • Ensure sensitive data is protected by configuring security settings.
  1. Go Live:
  • Review all settings and launch the platform.
  • Communicate with your team about the new system and provide necessary training.

Tips and best practices

  • Automate Repetitive Tasks: Utilize Sapling’s automation features to reduce manual efforts and streamline onboarding/offboarding processes.
  • Leverage Data: Regularly analyze the provided reports and analytics to identify trends and areas for improvement.
  • Personalize Experiences: Tailor onboarding workflows to specific roles and departments to create a personalized experience for each new hire.
  • Integrate with Other Tools: Ensure Sapling is integrated with your existing HR and productivity tools to create a seamless HR ecosystem.
  • Continuous Feedback: Use Sapling’s feedback tools to collect and act on employee feedback, promoting an open and responsive company culture.

Integration with Guru

Sapling integrates seamlessly with Guru, enhancing your HR processes with Guru’s powerful AI search capabilities. Guru allows employees to access vital information stored in Sapling effortlessly.

Benefits of Using Sapling with Guru

  • Centralized Knowledge Access: Guru’s AI search ensures employees can quickly find onboarding documents, HR policies, and other essential information without sifting through multiple platforms.
  • Enhanced Productivity: By integrating Sapling with Guru, companies can minimize disruptions and improve response times, as employees find the answers they need instantly.
  • Consistent Information Delivery: Guru’s ability to provide accurate and timely information reduces the chances of employees receiving outdated or incorrect information, ensuring compliance and consistency.


Sapling, with its comprehensive onboarding, offboarding, core HR, and people operations capabilities, is a vital tool for modern HR management. By improving efficiency and employee experiences, Sapling helps organizations thrive. Coupled with Guru’s AI search, Sapling ensures that all your HR information is accessible, accurate, and up-to-date. Try Sapling today and experience a transformation in your HR operations, making your workplace more efficient and productive.

Key takeaways 🔑🥡🍕

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