Features
Documentation for user-facing features in the Onwards platform.
Core Workflow
Project and Event Management
Create and manage projects and workforce events (RIF, MSA, furlough). Handle event lifecycle, decisional units, and access controls.
Employee Pool Management
Organize employees into pools, manage statuses, customize data per employee, and track selection decisions through workforce actions.
Employee Data Management
Import and manage employee data from HR systems (Workday, CSV, SFTP). Handle custom fields, field mapping, validation, and change tracking.
Financial & Compliance
Calculation System
Calculate severance payments and benefits using configurable rules, salary bands, variables, and formulas. Support for multi-country calculations.
Payroll Integration
Generate payroll reports, schedule severance payments, handle one-time payments, and integrate with Workday and DSX payroll systems.
Audit and Compliance
Track all changes with comprehensive audit trails, deletion tracking, data change monitoring, and compliance reporting.
ADEA and WARN Compliance
ADEA/OWBPA configuration for age discrimination compliance, WARN notice requirements (federal and state), and decisional unit management.
Business Justification
Document selection decisions with standardized business justifications, selection criteria, and custom justify fields for compliance and audit purposes.
Documents & Communication
Document Management
Create templates, generate documents with dynamic content, integrate e-signatures (Adobe Sign/DocuSign), and deliver documents via multiple channels.
Alerts and Notifications
In-app alerts and email notifications for status changes, document delivery, system events, and custom alerts.
Workflow Tools
Checklist and Forms System
Dynamic checklists for workflow tracking and data collection with conditional logic, validation, and custom fields integration.
Rules Engine
Configure business rules for conditional logic, country-specific workflows, document generation, and UI customization without code changes.
Background Jobs System
Process long-running operations in background (document generation, reports, calculations). Track job status, groups, and scheduled jobs.
Notes and Action Items
Team collaboration with employee notes, event notes, and action item tracking. Role-based access control and group assignments.
Configuration & Data Systems
Variables System
Define reusable calculation components with formulas, conditional logic, country/state-specific rules, and dependency resolution. Used across calculations and documents.
Field Mappings
Map database fields to user-friendly names for use in variables, rules, and documents. Apply formatting and transformations at the mapping level.
Rule Mappings
Create conditional logic expressions that control variable evaluation, document generation, checklist visibility, and workflow behavior.
Reporting & Analytics
Reporting System
Generate compliance reports (adverse impact), employee insights, finance reports, outplacement reports, and custom analytics. Export to Excel.
Search and Filtering
Advanced employee search with 30+ filter options, saved searches, and smart export routing (sync/async based on result size).
Async Search Export
Export large search results asynchronously with background processing and email notifications.
Security & Access
User Management
User authentication (SSO, 2FA), role-based permissions, business unit access control, and multi-tenant security.