Protect the people behind your cause.
CauseWell’s charity and nonprofit people management software brings staff objectives, performance reviews, development plans, and people-related requirements into one place. It helps managers see what needs attention and gives employees a clearer view of their responsibilities, progress, and development.
Keep people-related responsibilities coordinated and visible.
Your organization may already have tools for HR, training and staff development. When responsibilities span different systems and teams, getting a clear picture of what is current, complete or awaiting follow-up can still take time.
CauseWell helps you track staff milestones, people-related requirements and supporting documentation in one place. Give each responsibility a clear owner, see what is coming due, and help managers follow through on the commitments that support your people.
CORE FEATURE
See the employee journey and the processes behind it.
Track each employee’s onboarding, job description, performance objectives and evaluation, development plan review, code-of-conduct and conflict-of-interest sign-offs, and certifications such as First Aid/CPR and WHMIS. Track succession plans for critical roles too.
The Staff Management dashboard shows these milestones across your whole team. When you add Performance Management or the Annual Operating Plan, employees also get their own My HR Hub, and people managers see the status of their direct reports.
1. Keep milestones visible
Maintain staff records and track the milestones and requirements relevant to each person. See what has been completed, what is due next and what needs follow-up.
2. Give staff a view
Give staff a dashboard showing their employee journey and upcoming dates. When Performance Management is enabled, they can also access their objectives and reviews.
3. Ensure follow-through
Give managers an overview of their direct reports. Colour-coded status indicators highlight current, upcoming and overdue requirements, helping them focus their attention.
4. Track practices
Keep organization-wide policies and processes visible across hiring, onboarding, performance, development, conduct and wellbeing. Track responsibilities and supporting documentation so commitments receive consistent attention.
Connect strategy to departmental and staff goals.
Staff Management covers the essentials on its own: records, onboarding, certifications and HR requirements. Add one or both options when you want more: Performance Management for review cycles with manager sign-off, and the Annual Operating Plan to link each person’s goals to your organization’s priorities.
Annual Operating
Plan
Cascade organization-wide KPIs into department objectives, then set department KPIs and assign a staff owner to each.
Performance Management
Annual and mid-year reviews with goals, self-reflection and manager sign-off. Reviews waiting on someone show up in their follow-ups. Goals can come from the Annual Operating Plan when both add-ons are used.
Build the practices that help your people thrive.
Bring clarity to the employee experience and give leaders a practical way to follow through on their responsibilities.
- Your team’s readiness in one place. See staff milestones and certifications together, with a clear view of what is current, due soon, overdue or still to be completed.
- Set clearer expectations. Employees can see their next steps, and managers can see where follow-up is needed. Reduce the reliance on scattered documents, email and someone remembering.
- Continuity beyond one person. Keep staff documentation and people processes accessible to authorized users. Track succession planning for critical roles so gaps remain visible before a transition happens.
Is CauseWell right for your organization?
How can CauseWell help our organization with people management?
CauseWell brings staff milestones, requirements and HR processes into one place. Leaders can see gaps across the organization, managers can follow up with their teams, and employees can see their own responsibilities and upcoming dates.
Do we need the Performance Management Add-on?
The Performance Management add-on provides staff objectives and review cycles, including employee reflections, submission and manager review. It extends the staff management features with a structured performance process.
Do managers and employees see different content?
Yes. Employees have a personal dashboard, while managers can see requirements for their direct reports. Access to information depends on assigned roles and permissions.
Does CauseWell manage payroll and benefits?
CauseWell focuses on staff processes, requirements, development and accountability. It does not currently provide payroll or benefits administration.
Which plan should we choose?
Staff Management is included in every plan, so start with the plan that fits the rest of your organization's needs. Then pick the add-ons that match how you manage people. Performance Management if you want annual or mid-year reviews, with goals, self-reflection and manager sign-off. The Annual Operating Plan as well, if you want each person's goals to come from your department priorities.
Book a demo and we’ll help you find the right fit for your team.
Compare plans, or book a demo to discuss what fits your organization.