JazzHR vs. Shareworks, by Morgan Stanley

Since it allows you to tag candidates based on their level of talent or potential utility to the company, it is best used to identify the best prospects in large operations, such as multi-franchise oriented businesses that cover all kinds of sales. It can be used to make periodic assessments of the level of employee growth in certain departments, and based on the results let us know if certain employees would do better working in another type of area, so that the overall work operations are more uniform. JazzHR could excel in departments that use a high level of reporting, as its administrative tools provide high content reports with statistics on the performance of each employee or candidate at different levels.

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Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.

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• Customizable fields for the applicant/candidate process.
• Easily tag managers on comments for candidates.
• Send emails to candidates easily through the system.
• Easy to see duplicate candidates and delete or merge their files.
• Can assign stars to candidates and managers can vote on a candidate through the system.
• Can set up Questionnaires to help screen candidates.

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• Calendar of vesting schedule
• Visibility into value of various equity based compensation
• Ability to setup default release elections at vesting dates

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• The integration of the other systems such as Payroll, HR systems and operations are not easy to set and not all systems are compatible.
• Should improve compatibility with Microsoft Teams
• Some processes require more steps and become more tedious than in other solutions

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• At the time, couldn't calculate a formula based on milestone vesting
• Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.

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It worked well for the majority of our needs and is still in use even though I've left the company. The Resumator was an interim solution until we found a system that integrated with all our other internal systems. However, we ended up staying with it because of ease of use

It's not a 10 due to the eTemplates. If those were less time-consuming to set up and if some common forms were available to select from already set up, then I would give it a 10.

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Each person I've spoken to have been helpful, positive and encouraging. Once you begin using JazzHR, they have intervals in which they reach out to you to see how you're doing or if you have any questions. When you're setting up, they review what you've done and offer praise as well as suggestions on how to make it work better for you. They offer webinars and online training videos to walk you through every process.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

A solutions consultant walked me through each step. It was easy. As I progressed in setting things up, their support contacted me to set a time to walk through any possible issues and make suggestions on a better way to set it up. At any time, if I had a question, they were available and there are also training documents and videos available.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Both Greenhouse and Lever at least seemed to have great products and great teams; they simply weren't worth 2-5X the cost for us. Now, let's be clear - a platform that helps you hire the best people is a certainly worth 2-5X (or perhaps 10X) the cost. However, for most small and medium businesses, the three platforms are very similar. Once you have ~100s of different positions or ~100,000 applicants, then a more advanced ATS could be worth the cost. For us, Jazz is excellent. We have about 8 types of roles and 250 employees, and we see the Jazz system working very well for us even as we grow to 1,000+ employees.

We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps

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• This cuts down immensely on staff time needed in the total recruiting process. Has probably saved at least 1/2 person.
• Trees are being saved since we don't have to print as much! :)
• Consistency is so important in the HR field. Jazz HR makes this easy.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive - easy for employees to review stock plan and agreement.
• Positive - easy to pull cap table reports.
• Negative - requires a lot of administrative work for account activation, acceptance by users.
• Negative - support is not responsive.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info