Features

Everything HR needs, in one system

Every module is included with every license. Here's what HeartWoodHR™ does, area by area.

Core HR

Employee records

A single, secure profile for every person, from first day to last.

Complete profiles

Personal, contact, emergency, job, pay and bank details in one place.

Documents

Request, collect and store documents with expiry reminders.

Organisation chart

Reporting lines, departments, job positions and roles that update automatically.

Multiple companies

Run several companies and locations from one install, each kept separate.

Change history

See who changed what and when, on every record.

Bulk import

Bring employees in from spreadsheets, with checks before anything is saved.

Analytics

Workforce Insights & reports

See your workforce at a glance, then dig into the detail.

Headline numbers

Headcount, hires, terminations, growth rate, turnover rate and average tenure for any period.

Breakdowns

By department, employment type, generation, pay type, gender and ethnicity, as counts or percentages.

Trends

Monthly headcount and hires vs terminations, for the last 12 months or any range.

Standard reports

Ready-made reports across workforce, time, leave, payroll, talent and compliance.

Report explorer

Build pivots and filters on any data, then save the view.

Schedules & export

Email reports on a schedule, or export to Excel, CSV or PDF.

Talent

Hiring

Find and hire great people faster, with everyone on the same page.

Job openings

Create openings with stages, managers and a public application form.

Candidate pipeline

Drag candidates between stages and see where each one stands.

Interviews & scorecards

Schedule interviews and collect structured feedback from interviewers.

Offers

Send offer letters and track acceptance.

AI job descriptions

Draft a job description from a title and a few skills, then edit it.

Talent pool

Keep strong candidates on file for future openings.

Talent

Onboarding & offboarding

Consistent first days and smooth exits, every time.

Checklists

Reusable task lists for HR, IT, managers and the new hire.

Due dates & reminders

Every task has an owner and a date, with reminders.

Exit process

Resignations, notice periods, exit interviews and final tasks.

Asset returns

See which equipment each leaver still has and track its return.

Time

Time & attendance

Accurate hours, wherever people work.

Weekly timesheets

Hours by project and task, submitted weekly and approved by managers.

Overtime rules

Overtime above 40 hours a week, daily limits and late-arrival tracking.

Clock in anywhere

Web, mobile, biometric devices and face recognition.

Geofencing

Allow clock-ins only from approved locations.

Shifts & schedules

Shifts, rotating schedules and work types.

Friday reminders

Automatic nudges for anyone who hasn't submitted their week.

Time

Time off

Simple requests for employees, clear balances for everyone.

Leave types

Vacation, sick, parental and any type you need, paid or unpaid.

Accruals & carry-over

Allowances that build up over time, with carry-over limits.

Approvals

Multi-level approvals, with managers notified straight away.

Holidays & calendar

Company holidays and a team calendar showing who's out.

Pay

Payroll & 401(k)

Keep your payroll provider, or run payroll here. Either way, no double entry.

Payroll integration

Send approved hours, overtime, time off and 401(k) deductions to ADP Workforce Now, ADP RUN, Paylocity, Gusto or any payroll by CSV.

Built-in payroll

Contracts, allowances, deductions, payslips and pay runs.

401(k) plans

Match formulas, eligibility rules and vesting schedules.

IRS limits

Annual limits with age-50 catch-up and the higher age 60–63 limit built in.

Self-service elections

Employees set and change their own contribution.

Recordkeeper files

Contribution and census files, plus a participation report.

Growth

Performance & engagement

Clear goals, honest feedback and a workplace people want to stay in.

Objectives & key results

Goals from company to individual, with progress tracking.

360° feedback

Feedback from managers, peers and the employee.

Review cycles

Self and manager reviews on the schedule you set.

Policy acknowledgements

Track who accepted each policy, and ask again when it changes.

Announcements

Company-wide or targeted updates on everyone's dashboard.

Self-service

Employees update details, request leave and view payslips themselves.

AI

HeartWood AI

Helpful AI that keeps every answer, question and record on your own server.

Ask the handbook

Plain-language answers that cite the policy, limited to what each employee may see.

Personal answers

"How much leave do I have left?" or "Show my last payslip".

Fewer tickets

Matching answers appear before an employee raises a helpdesk ticket.

Job descriptions

Drafted from a job title and skills on the recruitment form.

Private by design

Runs on an open-source model on your hardware. Nothing goes to an AI company.

No usage fees

No AI subscription and no per-question charges.

Operations

Assets, helpdesk & projects

The everyday tools around HR, built in.

Asset management

Laptops, phones and equipment: who has what, and its history.

HR helpdesk

Tickets for HR questions, with categories, owners and status.

Projects & tasks

Projects and tasks that feed straight into timesheets.

Notifications

In-app, email and mobile notifications for approvals and reminders.

Control

Admin & security

Enterprise controls without enterprise complexity.

Roles & permissions

Decide exactly who can see and change what.

Two-factor sign-in

An extra layer of protection for every account.

LDAP sign-in

Use your existing directory accounts.

Audit history

A record of important changes across the system.

Backups & updates

Nightly backups, one-command restore and updates that back up first.

Your brand

Your company name, logo and colour theme throughout.

See it all working with your own data

Your own private instance, free for 30 days.