Explore the HR Tools section offered through Optima Benefits Group. Here, we provide a suite of tools designed to streamline your human resources processes, from payroll management to employee engagement. These tools are tailored to enhance efficiency and accuracy in your HR operations. The Portal Toolbox is a completely customizable go-to resource for your HR and compliance needs. Save time, increase employee satisfaction, and remain in compliance with our HR apps.

All Toolbox Applications are FREE to all Optima Benefits & Payroll clients. 

OSHA Log, Handbooks & Learning Apps


A turnkey solution that helps you track incidents, generate OSHA-mandated reports, and create forms—all in a secure, cloud-based environment with 24/7 access.

Employee Handbook Builder

Create and communicate your organization’s HR policies and procedures quickly and conveniently. Generate custom employee handbooks, branded to any organization, by simply answering a few quick questions. State and federal content is available along with the ability to upload any custom content.

Zywave Learning

Zywave Learning is an interactive learning management system that facilitates employee and manager training with professionally produced training courses. Stay on top of compliance and safety with this learning management system. Includes State Required Sexual Harassment Training.

Human Resources Apps

Custom Job Description Builder

Job descriptions are such an important tool for your employees but developing them can be stressful. The Custom Job Description Builder helps you make the most complete job descriptions so your employees can achieve their true potential, which ultimately contributes to the success of your business.

Employee Cost Calculator

Understand the true cost when hiring new employees. From compensation and benefits to recruiting, training, and office equipment, this easy-to-use calculator accounts for those typical expenses you may not necessarily think about when hiring a new employee. 

HR Self-Assessment Tool

Analyze your human resource competencies to ensure you are creating an environment for employees to thrive. With this tool, you can access your HR management practices, employee relations, recruiting process, training, and development process, and more. Once a module is completed, explanations will be provided to highlight where improvements can be made.

In-person Interview Question Builder

Build a series of questions to help you learn more about a candidate during an in-person interview. Ensure that you are asking the right interview questions, as these are key to evaluating whether a candidate has the knowledge, skills, and qualities necessary to become a successful employee.

Performance Review Builder

Performance reviews are such an important tool for motivating employees and increasing their contributions to your business. This tool generates performance appraisals based on an employee’s occupation, which can be customized with ratings and comments to describe performance issues. The customizable action plan will then help the employee improve their performance, so they can achieve their true potential while contributing to the success of your business.

Phone Interview Question Builder

Build a customized set of phone interview questions to help you narrow your pool of job applicants. Ensure that you are asking the right interview questions, as these are key to evaluating whether a candidate has the knowledge, skills, and qualities necessary to become a successful employee.

Salary Benchmarking

Using this tool, you can search compensation and pay structure reports either annually or by the hour. Salary benchmarking survey information can be viewed and compared nationally, by state, or within a state (narrowed by region or metro area). You will have access to salary data on over 800 job positions right at your fingertips.

Sample Job Descriptions

A well-written job description is one of the main ways you connect qualified applicants to positions at your organization. Using sample job descriptions, you can effectively and accurately highlight an employment opportunity to potential candidates.

Total Compensation Statement Builder

It’s easy for your employees to think of total compensation simply in terms of salary, but it’s so much more than that. This step-by-step tool generates a total compensation statement for you in minutes, which, in turn, helps you educate employees on the value of their benefits.

Compliance Apps

ACA Reporting

Simply generate Forms 1094/1095 by importing your completed workbooks. With ACA Reporting, you can even print your forms and file them with the IRS or distribute them to your employees—streamlining ACA compliance in three simple steps.

FMLA Advisor

Easily understand your rights and responsibilities under the federal Family and Medical Leave Act (FMLA). The FMLA Advisor can assist in understanding notice requirements, valid reasons to leave, which employers are required to provide FMLA leave, which employees are eligible to take FMLA leave, and more.

Federal Poster Advisor

Whether your company is small or large, the U.S. Department of Labor (DOL) requires that you display several different posters in the workplace. Simply identify the required posters and generate a list of federal laws administered by the DOL, along with links to download printable posters with the Federal Poster Advisor.

Multi-State Laws Comparison Tool

This tool is a convenient way for you to view and download labor laws in different states. If you have locations in multiple states, you may be concerned about which state labor laws apply to your business. This easy-to-use resource will generate side-by-side charts that you can use to compare state laws. 

Notification Apps

COBRA Notices Generator

Satisfy your COBRA notice obligations by creating all 6 required COBRA notices in 2 easy steps.

Compliance Notice Builder

Produce custom benefits notices for any size company, saving hours of time and effort. When laws or corporate circumstances change, simply update the information, and generate a new notice instantly. With Compliance Notice Builder, you’ll have the notices you need in minutes, plus distribution guidelines.

Health Plan Compliance Calendar

By answering a few questions about your health care plan, you can generate your own customized compliance calendar. Featuring a rolling list of federal compliance dates, monthly reminders, and supplementary resources, you will have everything you need to remain informed, meet upcoming deadlines, and generate the applicable notices.

Our HR Tools at Optima Benefits Group offer innovative solutions for your human resources needs. Regardless of company size or location, we are here to help you maximize your business’s potential.  For more information on how these tools can benefit your organization, please don't hesitate to contact us.

Join the multitude of businesses in Rochester, NY and beyond that trust Optima Benefits Group for their employee benefits and payroll needs.

Call us at 585-506-4000 or email us through our secure contact page to learn how we can help your business grow and succeed.