By Roles
HR Manager
Facility Manager
IT Manager
Office Manager
Risk Manager
Project Manager
more
By Industry
Manufacturing
Service Providers
Construction Contractors
Solar Installers and Contractors
Schools & Education
Public Sector
more
By Business Size
Small Businesses
Growing Teams and Scaling Businesses
Medium Businesses
more
Favorite Solutions
Employee & HR Management
Employee Onboarding & Offboarding
HR & Employee Compliance
Contract & Document Management
Inspection Management
Equipment & Asset Tracking
Tasks & Reminders Management
Project Collaboration and Management
Cost & Spending Tracking
more
Pricing
For Managers & Specialists
With Engaged Employees
more
Contact
Support
Try for free
cs
|
en
What can we help you with?
Manager's Workspace
Home Page for Managers
Notifications in the Office
Calendar Page
Employee Helpdesk
View all articles (19)
Employee's Workspace
How Employees Use Aptien
Your Digital Employee's Profile
Wall (Noticeboard) for Employees
Overview of Your Tasks in the Employee Portal
View all articles (14)
External Member's Workspace
External Member's Home Page
How to Create a Request Ticket as an External Member
How to Upload Documents as an External User
How do You Confirm Activities as an External Member
View all articles (4)
Get Started
First Login
First Steps in Aptien
First Steps of an Employee in Aptien
How to Get Started with Organizers
View all articles (8)
Human Resource Management
How Manager Uses Aptien
What is Employee Profile?
How to Run HR Management in Your Business
First Steps of HR Manager
View all articles (28)
Recruitment Management
What is hiring?
Who is Job Applicant?
How to Use Job Vacancies Organizer
How to Use the Job Applicants Organizer
View all articles (5)
Employee Onboarding & Integration
What is Employee Training and Development?
What Is Employee Onboarding?
How to Onboard Employee? Basic Steps
What is Onboarding Checklist?
View all articles (21)
Employee Training and Development Management
How to Manage Employee Training in a Small Business
How to Train, Educate and Develop Employees
What is Employee Training Plan?
How to Create an Employee Training Plan
View all articles (14)
Employee Offboarding
What is Employee Offboarding?
What is Employee Offboarding Checklist
How to Create Employee Offboarding Checklist?
View all articles (8)
Job & Role Management
How to Create and Maintain Job Positions?
How to Manage Job Requirements Catalog
What is a Job?
What is Job Title?
View all articles (23)
Training and Courses Management
What is Training Sessions and Events Calendar
What is Training Registration Form
How to Organize Training
How to Use Training Organizer
View all articles (8)
Employee Helpdesk & Request Management
How to manage employee requests and issues
How Employees Submit Requests on Helpdesk
Employee Helpdesk
Top 10 Employee Requests
View all articles (14)
Team Management
How to Manage Own Team
Manager Access to Employee Personnel Files
How to Approve Requests
What is Team Manager Dashboard
View all articles (4)
Team Collaboration
What is Team Collaboration
How to Share an Item
How to Take Meeting Minutes on Your Phone
How to Take Notes and Share Them
View all articles (5)
Work & Task Management
What is Checklist?
How to work with the calendar
What is Work Management
How to Manage Tasks
View all articles (18)
Employee Request Workflows and Approvals
How to Approve Employee Requests
What Is the Item Status for
Who is Approver
What Can Employee Confirm
View all articles (5)
Office Management
How to Run Office Management in a Company
What Does an Office Manager Do?
What is a Back Office?
First Steps of Office Manager
View all articles (19)
Asset Management
How to Manage Company Assets in Your Business
First Steps of Asset Manager
What Does an Asset Manager Do?
How to Return Assets
View all articles (12)
Facility Management
How to Run Facility Management in a Mid-Sized Company?
What Does a Facility Manager Do?
How to use branch office organizer
What Does a Maintenance Technician Do
View all articles (22)
Equipment Maintenance Management
Fundamentals of Maintenance Management
What a Maintenance Manager Does
How to Use Manufacturing Equipment Organizer
How to Plan Maintenance
View all articles (11)
Work Equipment Management
How to Issue Work Equipment?
Provision and Use of Work Equipment
How T Request Work Equipment
How to Keep Track of Work Equipment in the Company?
View all articles (25)
Occupational Safety & Health (OSH)
What Is OSH
What Does an OHS or WHS Manager Do?
How to Manage OSH
Emergency PPE Replacement Procedure
View all articles (12)
Physical Inventory Check
What is Physical Inventory Audit
How to conduct workplace inventory audit
How to Conduct a Room Equipment Audit
Equipment Inventory List
View all articles (7)
Healthcare & Medical Device Management
Medical devices management
Medical equipment manager
List of Medical Devices in the Medical Office
Types of medical equipment: From protective gear to high-tech devices
View all articles (7)
Customer Relationship Management
CRM Guide for Small & Growing Businesses
First steps of Sales Professionals in Aptien CRM
How to use the Deals Organizer
What a Sales Manager Does
View all articles (13)
Project Management
How to Manage Projects?
How to Use the Projects Organizer
First Steps of Project Manager
How to create and use project checklist
View all articles (22)
Construction Project Management
How to Manage Construction Projects?
Construction Projects Overview
What a Construction Manager Does
How to Track Construction Project Deadlines
View all articles (18)
Solar Installation Management
How to Use Power Inverters Inventory
How to Manage Batteries for PV systems
View all articles (2)
Installation Project Management
View all articles (0)
Company Policy Management
How to Manage Company Policies?
How to Use the Procedures and Policies Organizer
How to Categorize Policies?
How to Add New Policy Document
View all articles (33)
Contract Management
First Steps of Contract Administrator
What Does a Contract Administrator Do?
How to Manage your Company’s Contracts
How to use the Contracts Organizer
View all articles (12)
Vendor & Supplier Management
What is Vendor Relationship Management?
How to manage Vendors & Suppliers
How to Manage Vendor Contracts?
How to use the Companies Organizer
View all articles (10)
Service Management
What is Service Management?
What is a Service?
What are Purchased or Outsourced Services?
What is Service Outsourcing?
View all articles (14)
Subcontractor & External Workforce Management
How to Collaborate With Contractors
How to Manage Subcontractor & External Workforce
How to Create a Task for Your Supplier
How to Share Project Information with Your Supplier
View all articles (9)
Business Continuity & Compliance Management
What is Business Continuity (BCM)
How to Identify and Manage Critical Business Functions
What is integrated compliance management
How to use legislation, standards and norms organizer
View all articles (7)
Risk Management
How to deal with business risks in your small business
Risk Management in Small and Medium-sized Businesses
First Steps of Risk Manager
How to Use Risks Organizer
View all articles (27)
IT Management
How to Manage IT in Your Business
How to manage IT assets
How to manage IT services in your company (ITSM)
How to Inventory IT Equipment
View all articles (23)
Information Security Management System (ISMS)
Fundamentals of Information Security Management
What is ISMS
What is ISO 27001
How to Define Scope of ISMS
View all articles (13)
Cyber Risk Management
What is Cybersecurity?
What are Cybersecurity Threats?
Cybersecurity Manager: What Do They Do?
Best Organizational Cybersecurity Measures
View all articles (18)
NIS2 Cybersecurity
What is NIS2
NIS2 duties in 10 points
NIS2 measures and duties checklist
organizational-nis2-measures
View all articles (10)
DORA Compliance
What is DORA Act
What is digital resilience testing?
What is threat intelligence
View all articles (3)
Quality Management Systems
Basics of Quality Management
What does quality manager do
How to perform internal quality audit
Quality manager role
View all articles (6)
Compliance Management System
What is Compliance Management
First Steps of Compliance Manager
What does a compliance manager do?
What is Compliance
View all articles (9)
Audit Management
What does internal auditor do
What is Internal Audit
How to Use Audit Organizer
How Employees Report Non-conformance
View all articles (4)
Small Business Operations & Management
Best Software Tools for Startups and Small Businesses
Small Company Management Structure
What is Employee Management isn Small Business
View all articles (3)
Medium-Sized Business Management & Growth
Mid-size Company Management and Structure
How to manage branch office
What is Company Strategic Management?
Who is Mid Level Manager?
View all articles (11)
Cost & Usage Tracking
How to Track HR Outsourcing Costs
How To Track Costs and Spending Simply?
How to Track Maintenance Costs?
How To Track Costs and Material Usage on Projects?
View all articles (18)
Business Process Management
How to Manage Business Processes in Companies
What is a Business Process?
How to Create a List of Business Processes
How to Use a Process Library?
View all articles (11)
Security and Employee Access Management
What is Employee Access Control
What is Access Control?
What is Workplace Security?
What is Property Access Control?
View all articles (6)
Automated Reminders & Alerts
How to Automate Alerts and Reminders for Deadlines and Key Events
Automated Reminders & Alerts
How to Set Up Automated Reminders & Alerts
How to Set Alerts and Notifications for Status Changes
View all articles (6)
Planning & Scheduling Guides
Planning of activities in Aptien
How Automated Checklists Works?
How to plan and track recurring activities
What are Groups in Activity Checklists for?
View all articles (8)
How to Engage Employees
Employee self-service - About me
Colleagues - employee directory
View all articles (2)
How to Manage Documents
Where can you attach files
How to upload a document with your phone
Folders for Attachments and Documents
How to create folders for Attachments
View all articles (4)
How to use Printable Forms
Printable forms
Library of print forms
How to customize forms for printing
How to create print forms
View all articles (10)
Forms Library
Asset Return Form
Asset Assignment Form
Printed handover form
Computer / Laptop Checkout Form
View all articles (14)
How to Customize Aptien
How to customize Aptien for your company
How to create help for your users
View all articles (2)
Users and Permissions in Aptien
User in Aptien
User Types and Licenses
Manager
Active employee
View all articles (11)
How to Use Organizers in Aptien
How to work with organizer
How to use Organizers
What organizers are available
How to edit multiple items
View all articles (15)
How to Use an Item
How to Work With an Item
How to Add a Picture to an Item
Details Tab
Attachments Tab
View all articles (12)
How to Manage Information in Aptien
How and where to store your data
How to populate Organizers with data
How to add an item
How to grant persmission to an item
View all articles (11)
Data Imports and Exports
Export
How to export data to an Excel table
How to Generate QR Codes in Bulk
How to import or export data
View all articles (10)
Aptien System Administration
Aptien Administration
basic-company-customization
How to Set Company's Branding
How to Manage Roles
View all articles (16)
Setting of Assignment Apps
What is the Asset Assignment App
How to Set Assignment App
How to Set Up Assignment App for Issuing Assets
How to set up equipment checkin and checkout from storage
View all articles (5)
Settings of Activity Plans
How to set or edit Activity plans
How to create activity group
View all articles (2)
Settings of Workflow and Requests
How to create employee requests forms
How to Set Up an Approval Workflow
What is the difference between an employee report and request
How to set up approvers
View all articles (6)
Manage Aptien Organizers
Organizer: settings
How to add an Organizer
How to create blank organizer
How to Create Organizer From Template Library
View all articles (34)
Administration of Users and Permissions
How to add a new user
How to add a new guest
How to manage settings for managers
How to assign license to active employee
View all articles (19)
Company Structure Settings
How to Set Up Your Organization – Org chart, Jobs, and Job requirements
How to Setup the Organigram
How to set up direct supervisor
How to turn on organization settings
View all articles (4)
HR Settings
How to turn on HR management
How to set up a personal folder preview
How to set up access to documents in a personnel folder
How to setup employee selfservice self editing
View all articles (6)
How to Setup an Extranet
How to Manage Extranet
How to enable or disable sharing of information with guests
How to create attachment folders for suppliers
View all articles (3)
Integration
Aptien-integration possibilities
How to use web services (API)
View all articles (2)
Knowledge Sharing Hub
View all articles (0)
CRM Glossary
Top 10 most Important Sales Terms for Small and Growing Businesses
What is CRM, Customer Relationship Management
What is Sales Process
What is Suspect
View all articles (24)
Risk and Continuity Management Glossary
What Are Critical Business Functions
What is RTO
What is BCP, Business Continuity Plan
What is Business Impact Analysis (BIA)
View all articles (48)
Contract Management Glossary
What si Master Agreement
What is Service Order
What is Statement of Work
What is Contract Lifecycle Management
View all articles (6)
Cybersecurity Glossary
What is physical security
What are Software Assets?
What is Threat-Led Penetration Tests (TLPT)
What is Information Security Pyramid
View all articles (12)
IT Management Glossary
What is Information Technology
What is IT Equipment
What are IT Assets
What is Software
View all articles (43)
HR Glossary
What is Position?
What is the Difference Between a Job and a Position?
What is Difference Between Job Specification and Job Description?
What is Employee Personnel Profile?
View all articles (41)
Facility & Asset Management Glossary
What is an Asset Lifecycle
What is a Workplace?
What is Workplace Equipment?
What are facility management services
View all articles (16)
Occupational Safety & Health Glossary
What is Safety Culture
What is PPE, Personal Protective Equipment
What is Near Miss
What is Accident
View all articles (9)
Aptien Glossary
What are Organizers
Items & records in Organizers
Favorite Items
Organizer template
View all articles (22)
Troubleshooting
How to "force" logout
White screen
Forgotten password
Cannot login
View all articles (8)
Aptien for Business Humans: Practical Guides
Aptien for Business Humans: How to Manage Employee Expenses?
Practical Guide to Crisis Management for SMBs in Aptien
How to Create Company Risk Register?
The Office Manager’s Playbook: A Practical Guide
View all articles (8)
Frequently Asked Questions
What are the Recommended Computer Requirements?
How is data secured
Where are data stored
Is it possible to use Aptien on-premise?
View all articles (15)