Printable Guides

Below is a list of the printable guides. These guides are generally updated with each release. If the content within a printable guide differs from the content within Online Help, the content within Online Help is always the most up-to-date.

Analytics

Topic Printable Guides Last Modified
Custom Reports

Custom Reports

Includes the following:

  • Configuration
  • Delivery
  • Scheduling
  • Transcript Status Groups for Reporting
November 4, 2022
Dashboards Dashboards November 4, 2022
Insights

Insights

Includes the following:

  • Insights Main Dashboard
  • Manage Favorites
  • Career Mobility
  • Compliance
  • Employee Growth
November 4, 2022
Reporting 2.0 Reporting 2.0 November 4, 2022
Standard Reports

Standard Reports

Includes the following:

  • Billing
  • Compensation
  • Connect
  • ILT
  • Performance
  • Recruitment
  • Succession
  • System
  • Track Employees
  • Training
  • Volunteer Management
November 4, 2022

Careers

Topic Printable Guides Last Modified
Check-Ins

Check-Ins

Includes the following:

  • Check-Ins Email Management
  • Manage Check-Ins
  • Check-Ins Admin
November 4, 2022
Development Plans

Development Plans

Includes the following:

  • Development Plan Administration
  • Template Administration
  • User Development Plans
November 4, 2022
Engage

Engage

Includes the following:

  • Engage Lite
  • Campaigns
  • Dashboard
  • Emails
  • Library
  • Respondents
November 4, 2022
Feedback

Feedback

Includes the following:

  • Feedback Preferences
  • Feedback Wall
  • Request Feedback
  • Snapshot Badges
November 4, 2022
Goals

Goals

Includes the following:

  • Assignment
  • Configuration
  • Goal Creation
  • View and Manage Goals
November 4, 2022
End User Guide for Goals November 4, 2022
Managers Guide for Goals November 4, 2022

Cornerstone HR (CHR)

Topic Printable Guides Last Modified
Cornerstone HR (CHR)

Cornerstone HR

Includes the following:

  • Absence Management
  • Benchmark
  • Compensation
  • Employee Load
  • Forms
  • Headcount Trend Report
  • Point-in-Time Administration
  • Admin-Core-Org Chart
  • Planning
  • User Record
  • View
  • Cornerstone HR Integration
November 4, 2022

Edge, Infrastructure, and Tools

Topic Printable Guides Last Modified
APIs APIs November 4, 2022
Connectors Connectors November 4, 2022
Data Load Wizard Data Load Wizard November 4, 2022
Edge Import Loads and Feeds Edge Import Loads and Feeds November 4, 2022
Edge Integrations

Edge Integrations

Includes the following:

  • Configuration and Settings
  • Integrations
November 4, 2022
Edge Marketplace

Edge Marketplace

Includes the following:

  • Getting Started in Edge
  • Payment and Renewal
  • Trials
November 4, 2022
Networking Issues Networking Issues November 4, 2022
Single Sign On Single Sign On (SSO) November 4, 2022

General Features (Core)

Topic Printable Guides Last Modified
Capabilities and Skills Profile Capabilities and Skills Profile November 4, 2022
Custom Fields Custom Fields November 4, 2022
Email Administration

Email Administration

Includes the following:

  • Email Digest
  • Marketing Emails
  • System Email Administration
November 4, 2022
General Minimum Requirements General Minimum Requirements November 4, 2022
Groups Groups November 4, 2022
Integrations for Core Integrations for Core November 4, 2022
Language and Translations Language and Translations November 4, 2022
Login and Welcome Page Login and Welcome Page November 4, 2022
My Account My Account November 4, 2022
Organizational Unit Administration Organizational Unit Administration November 4, 2022
Partner Access Administration Partner Access Administration November 4, 2022
Preferences for General/Core

General/Core Preferences

Includes the following:

  • Cross-Platform Preferences
  • Display Preferences
  • Security Preferences
  • System Preferences
November 4, 2022
Search Search November 4, 2022
Security Roles & Permissions Security Roles & Permissions November 4, 2022
Universal Profile Universal Profile November 4, 2022
User Records User Records November 4, 2022
Miscellaneous

Miscellaneous

Includes the following:

  • Admin Tools
  • Announcements
  • General Data Protection Regulation (GDPR) Readiness Program
  • Google Analytics
  • HTML Safe List
  • Inline Help
  • Integrations for Core
  • IP Blocking
  • jQuery Validatoin Tool
  • My Team (Legacy)
  • Page Titles in Browser
  • Safe Listed Customizable Elements
  • Secure Page Timeout
  • Setting Availability
  • Support Central
  • System Notifications
  • System Pop-ups
  • Trust Site
  • Video Streaming
  • Writing Tools
November 4, 2022

Learning

Topic Printable Guides Last Modified

Certifications

Certifications

Includes the following:

  • Certification Administration
  • Certification Management
  • Certification Proxy Enrollment
  • Certification Transcript Issues
  • Certification Versioning
November 4, 2022
Connect: Postings, Communities, Live Feed Connect November 4, 2022
Content: Online Course Creation, Tests, and Other Content

Content

Includes the following:

  • Asset Importer
  • Content Uploader
  • Course Builder
  • Course Publisher
  • Learning Reporter
  • Surveys
  • LinkedIn Learning
  • Module Builder
  • Tests
  • xAPI
November 4, 2022
Course Catalog

Course Catalog

Includes the following:

  • Course Catalog Management
  • Subjects
  • Curricula
  • Materials
  • Programs and Cohorts
  • Videos
November 4, 2022
Course Console Course Console November 4, 2022
Cornerstone for Salesforce Cornerstone for Salesforce November 4, 2022
Evaluations

Evaluations

Includes the following:

  • Evaluations Administration
  • Evaluations Question Bank
  • Evaluation Categories
  • Evaluation Defaults
  • Creating Level 1 Evaluations
  • Creating Level 2 Evaluations
  • Creating Level 3 Evaluations
November 4, 2022
Express Class Express Class November 4, 2022
Extended Enterprise

Extended Enterprise

Includes the following:

  • E-Commerce
  • Shopping Cart
November 4, 2022
External Training

External Training

Includes the following:

  • Adding External Training
  • Marking External Training Complete
  • SF-182
November 4, 2022
Grovo Grovo Create Tool November 4, 2022
ILT

Instructor-Led Training

Includes the following:

  • Vendors and Instructors
  • Facilities and Resources
  • ILT Request Forms
  • Events and Sessions
  • Session Roster
  • vILT
November 4, 2022
Integrations for Learning Integrations for Learning November 4, 2022
Learner Home and Search

Learner Home

Includes the following:

  • Learning Search
  • Learner Home page
November 4, 2022
Learning Administration

Learning Administration

Includes the following:

  • Learning Custom Fields
  • Learning Preferences
  • Offline Players
  • Learning Integrations
November 4, 2022
Learning Assignment Tool

Learning Assignment Tool

Includes the following:

  • Manage Learning Assignments
  • Create Learning Assignments
  • Assignment Summary
  • Dynamic Reassignment and Removal
November 4, 2022
Learning Details

Learning Details

Includes the following:

  • Learning Details (Early Adopter)
  • Training Details
November 4, 2022
Learning Playlists Learning Playlists November 4, 2022
Mobile

Mobile

Includes the following:

  • Cornerstone Learn App
November 4, 2022
Offline Players Offline Players November 4, 2022
Online Course Online Courses November 4, 2022
Training Form Management Training Form Management November 4, 2022
Training Plans Training Plans November 4, 2022
Training Tools

Training Tools

Includes the following:

  • Data Merge
  • Training Removal Tool
  • Training Update Tool
November 4, 2022
Transcript

Transcript

November 4, 2022

Performance

Topic Printable Guides Last Modified
Compensation

Compensation

Includes the following:

  • Compensation Data
  • Compensation Tasks
  • Compensation Statement
November 4, 2022
End User Guide for Compensation November 4, 2022
Managers Guide for Compensation November 4, 2022
Competencies

Competencies

Includes the following:

  • Assessment Tasks
  • Competency Bank
  • Competency Assessment Models
  • Observation Checklists
  • Skills Matrix
November 4, 2022
Employee Relationships

Employee Relationships

Includes the following:

  • Permissions Constrained by Employee Relationship
  • Manage Employee Relationships
  • Peers - Create
November 4, 2022
Goals

Goals

Includes the following:

  • Assignment
  • Configuration
  • Goal Creation
  • View and Manage Goals
November 4, 2022
End User Guide for Goals November 4, 2022
Managers Guide for Goals November 4, 2022
Reviews

Reviews

Includes the following:

  • Performance Review - Administrator Overview
  • Admin Review Tasks
  • Comment Assistant
  • Custom Fields
  • End User Review Tasks
  • Form Sections
  • Reviews Snapshot
  • Preferences - Set Printable View
November 4, 2022
End User Guide for Reviews November 4, 2022
Managers Guide for Reviews November 4, 2022
Succession

Succession

Includes the following:

  • Career Center (Legacy)
  • Career Preferences
  • Custom Fields
  • Evergreen
  • Helicopter View
  • Resume
  • SMP Powerpoint Report
  • Succession Snapshot
  • Succession Task Templates
  • Talent Pools
  • Talent Search
  • Tasks
  • Team Builder
  • Succession Log
November 4, 2022

Recruiting

Topic Printable Guides Last Modified
Candidate

Candidate

Includes the following:

  • Applicant & Application Custom Fields
  • Applicant Profile
  • Candidate Deletion, Anonymization, or Compliance
  • Duplicate Management
  • Flattened Application PDF
  • Review Applicants
  • Resume Carousel
  • Manage Hired Applicants
November 4, 2022
Career Site and Career Center

Career Site and Career Center

Includes the following:

  • Career Center (Legacy)
  • Internal Career Sites
  • Career Site Management
  • Forgot Password
  • Mobile-Friendly Career Site
  • Candidate Applications
  • My Profile
  • Referrals
  • Standard Career Site
November 4, 2022
Integrations for Recruiting Integrations for Recruiting November 4, 2022
Interview Management

Interview Management

Includes the following:

  • HireVue Integration
  • Interview Events & Sessions
  • Interview Guides
  • Interview Scheduling
  • Interview Manager
November 4, 2022
Job Application

Job Application

Includes the following:

  • Apply With LinkedIn / SEEK
  • Compliance Questions
  • Job Application API
  • Mobile-Friendly Application Workflow Templates
  • PreScreening Questions
  • Resume and Resume Parsing
  • Standard Application Workflow Templates
  • Application Source Values
November 4, 2022
Offer Letter Management

Offer Letter Management

Includes the following:

  • Modular Offer Letters (Early Adopter)
  • Creating/Editing Offer Letters & the Offer Letter Workflow
  • Offer Letter Approvals
  • Offer Letter Custom Fields
  • Offer Letter Preferences
  • Offer Letter Templates
November 4, 2022
Onboarding

Onboarding

Includes the following:

  • CIC Plus Integration
  • Onboarding Dashboard
  • Onboarding Workflows
  • Navigation Tabs and Links Extensions
  • Preboarding
  • Start Onboarding Page
November 4, 2022
Requisitions

Requisitions

Includes the following:

  • Creating/Editing Requisitions
  • Default Requisition Templates
  • Manage Requisitions
  • Cost Fields
  • Feature Activation Preferences
  • General Preferences (by Division)
  • Other Requisition Functionality:
    • Job Requisition Form Status Workflow
    • Recruiting Roles
    • Rehired Employees
  • Recruiting and Onboarding Integrations
  • Referral Preferences
  • Requisition and Applicant Preferences
  • Requisition Approvals
  • Requisition Custom Fields
  • Requisition Requests
  • Requisition Snapshot
  • Requisition Templates
November 4, 2022
Screening

Screening

Includes the following:

  • Add or Move to Requisition
  • Anonymous Reference Letters
  • Applicant or Application Flags
  • Applicant Statuses
  • Candidate Search Query
  • Dashboards
    • Hiring Dashboards
    • Recruiter Dashboard
    • Recruiting Manager Dashboard
  • LinkedIn Recruiter System Connect
  • Manage Applicants (Legacy)
  • Manage Candidates
  • Search Candidates (Legacy)
November 4, 2022
Sourcing

Sourcing

Includes the following:

  • Agency Management
  • Applicant Sources
  • Broadbean or Other Job Distribution
  • Connect With Us
  • Create and Edit Job Postings
  • SmashFly Integration
  • Talent Pools
November 4, 2022
Standard Reports

Standard Recruiting Reports

Includes the following:

  • Applicant Compliance Report
  • Applications by Source and Status Report
  • Cost per Hire Report
  • Custom Form Data Report
  • Hires by Source Report
  • Recruiting Agency Statistics Report
  • Referral Statistics Report
  • Requisition Details Report
  • Saved Applicant Searches Report
  • Scheduled Interviews Report
November 4, 2022

Glossary

Topic Printable Guides Last Modified
Glossary Glossary November 4, 2022