Admin Support
Training Resources for Your Team
- VIDEO: Employee Training
- VIDEO: Manager Training
- PDF: New Employee Quick Tips Document
- PDF: Feedback Process for Employees
- PDF: Feedback Process for Managers
- PDF: Review Process for Managers
Employee Reviews - NEW
Employee Reviews (Original)
- Create a Review
- Steps to a Review / Review Lifecycle
- How to View All Reviews
- Complete / Finish a Review
- Release a Review / Send and Share with Employee
- Accept a Review
Self Check-Ins
- What is a Self Check-In
- How to Create a New Self Check-In
- How to Customize a Self Check-In
- Check In Question and Answer Types
- Self Check-in Templates
- Launching a Check-In Collection
Feedback (Comments)
- View All Feedback / Comments for All Employees
- Feedback Trends
- Feedback by Employees / Employee Stats
- Who can see the comments / feedback I leave?
- Shout Out: Making Feedback Visible to Recipients
- Attaching Tags to Feedback
Users (Admins, Employees and Managers)
- Create / Add a New Employee (or Manager)
- Sending Employee Invites (Welcome Emails to users)
- Edit an Existing Employee
- Assigning a new Job Description / Changing a Job Title / Changing a Manager
- Remove / Delete an Employee or Manager (Inactive and Former)
- Personnel Documents
Core Values
Job Descriptions
- Create a Job Description
- Edit an Existing Job Description
- Update Results Criteria / Review Criteria within Job Descriptions (Graph Horizontal Axis)
- Exporting Job Descriptions
- Job Description Settings / Permissions
- Goal Setting Best Practices / Review Criteria vs. Individual Goals
General
- Self Set Up Instructions
- Welcome Invite Template for your Organization
- Company Documents / Adding Files for All Employee and Managers to Access
- How Do I Reset My Password? / Forgotten Password
- Company Wide Email Notifications / Review Emails / Feedback Emails
- User Permissions