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All features

One tool for your staff, your volunteers and your board of directors, all included in the plan.

Teams

Staff records

A complete record for each person, kept up to date effortlessly.

  • Each person’s file: contact details, contracts, positions, documents, with what each person is allowed to see
  • One-click invitations, everyone completes their own profile
  • Onboarding and handover: welcome paths, departures, file transfers
  • Organization map: who does what
  • Custom roles: management, HR, accounting, coordination, board

Recruitment

Compliant job postings, published in minutes.

  • Job posting generated in English and French, fully editable
  • Your province’s posting requirements checked: pay, pay history, language
  • Organization careers page and listing on the Samwell Job board
  • Online applications, confirmed by email, with résumés
  • Selection committee, interviews, candidate notices and handoff to HR

Volunteers

Volunteers are at the heart of your mission; managing them becomes simple.

  • Shift scheduling and attendance confirmation
  • Each volunteer sees only their own schedule
  • Shift coverage visible at a glance
  • Training and checks tracked, with reminders
  • Volunteers are never billed

Time, pay and benefits

Leave, time and payroll

From timesheet to deposit, without re-entering anything.

  • Timesheets approved by the manager
  • Leave and absences based on the rules of each person’s jurisdiction
  • Payroll: suggested calculations that you review, vacation pay and statutory holidays
  • Reminders for government remittances
  • T4 and T4A slips and records of employment (ROE) produced by payroll
  • In Quebec: Quebec income tax, QPP and QPIP calculated, RL-1 amounts ready; producing the official RL-1 awaits Revenu Québec authorization
  • Benefits tracked for each person

Reimbursements

No more lost receipts or mileage spreadsheets.

  • Requests with a photo of the receipt, right from a phone
  • A link without an account for a volunteer or an outside person
  • Approval by the manager and tracking until payment
  • Supporting documents filed for the accounting review

Coordination and communication

Activities, channels and rooms

The whole team on the same page.

  • Activities and projects, with owners and deadlines
  • Discussion channels by team or by project
  • Room and equipment booking
  • Team calendar: absences, birthdays, holidays and events
  • A to-do list that gathers everything waiting for you
  • Team surveys

Governance and strategy

Board space and decisions

A better informed board, decisions that get followed up.

  • Board space: required reading, with read confirmation
  • Electronic votes between meetings
  • Decision tracking: owners, status, deadlines
  • Members and annual general meetings
  • Strategic plan, indicators and monthly reports

Compliance and privacy

Your province’s obligations, without doing the legal watch yourself.

  • Mandatory training by province or territory, with reminders before the deadline
  • Personal information register and access requests
  • Access and change log
  • Full export of your data at any time
  • Legal calculations are suggestions: you accept or change them, and the source is cited

Operations and finance

Budgets, donations and subscriptions

Numbers ready when funders ask for them.

  • Budgets and expense tracking
  • Donations, donors and official receipts
  • Accountability reports for funders
  • The organization’s subscriptions: costs and renewals
  • Audit file: documents filed by month, ready to send

Across every module

Security and access

Simple for the team, solid for your data.

  • Sign in with Face ID, fingerprint, a password or a code by email
  • Two-factor authentication for everyone, no exceptions
  • Database hosted in Canada
  • Global search and quick create from the keyboard
  • Interface in English and French, dark mode, larger text and high contrast

A question about a feature?

Request a demo: we will show you the modules that matter for your organization.

Request a demo