How to Use Project Templates Project Templates and Recurring Projects allow admins to create a series of tasks grouped into a project, which can then be set to recur at a specified interval.
Getting Started with Projects “” are a way to bring parts of the application together into formalized meetings and group into . It’s part meeting management and part management–with a lot of smart tools […]
Unified Search We are all about breaking down silos of information and allowing leaders to focus their time in meetings on what really matters. Our Unified Search function builds on that vision allowing users to search across all components of the application.
Employee Check-Ins Have you ever heard of employee check-ins? They’re meetings that managers have with their employees on a regular basis. These meetings are a great way for managers to give feedback, […]
Employee Reviews Employee Reviews, or , are conducted at intervals set in Company Setup (Annually, Semi-Annually, or Quarterly). These are crucial for measuring employee and . These include a tab for a […]
Accountability Chart The Org Chart displays your company’s hierarchy in the form of user tiles color-coded by performance score or alignment score for the previous 30 days. Sometimes called an Accountability Chart, our org chart is fully interactive. Here’s how to use it.
Future Accountability Chart If you’re like most small to medium-sized entrepreneurial companies, you’ve probably tried to visually display how your company is structured or organized. For that has our Interactive . But that […]
Selecting Employee Review Periods Depending on the frequency your organization conducts employee reviews, has a “period” selection next to the employee’s name. After you’ve selected which employee you are going to review, you need […]
Updating the Accountability Chart It’s very likely that employees will move positions and change the structure of your organization. Here’s how to change where your people fall in your Accountability Chart. This will also […]
Completing Performance Reviews , at whatever frequency you’ve set in Company Setup (Annually, Semi-Annually, or Quarterly) are a way to measure employee engagement and alignment. in are designed so managers can rate employees on both company […]
Modules in Meetings In addition to all the other items you can add to a Meeting Agenda, specific modules can also have their own space within any Meeting. Check-Ins, Evaluations, ORG Charts, People […]
To-Do Management In , can be the building blocks of , important items for discussion in Meetings, or stand-alone “to dos” for individuals in the organization. No matter how they are used, […]