Implementation

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v7.4 Release

This release introduces powerful new features that boost user support, expand meeting capabilities, and enhance visibility into initiatives and performance—all built to drive better outcomes.

Add/Manage Users

To Add or Manage Users in , use the navigation panel and select Administration > Manage Users. Here you will see a list of current users that primarily or secondarily […]

Global Meeting Settings

You can customize and set defaults in for everyone in your organization. Let’s walk through what all is included in Meeting Settings.

How to Disable that Intro Thing?

When you first login to Etho, you’ll see a little application walkthrough on many, if not all, of the views. Once you are familiar enough with Etho and would like […]

Unpivoting Data

The example below shows an unpivot transformation on a very simple data set. In the original data table, there are several columns of data and three rows. Each row contains […]

Implementation Checklist for Champions

Here’s a handy checklist for getting a power user like you going with . You can also download a PDF version of this document if you’d like. Send Welcome Email and Training […]

Implementation Checklist for People Managers

Here’s a handy checklist for getting you started with . Dashboard Accessible? Ensure you and all direct reports are able to access their dashboard view. Review Coaching Items Review coaching […]

Creating Objective Categories

There are two kinds of categories in : Feedback and Objective. The only real difference is what these categories hold. Feedback Categories hold Feedback. Objective Categories hold Objectives. Here’s how […]

Integrator Mode

When you first create a new organization, all users have a special privilege we call “Implementers.” For each of these users, that “Implementation Mode” removes the can score in, is […]

Add Teams

To add Teams in , select Administration from left navigation menuand then select Manage Teams from the dropdown and on the next page, click Create New Team near the top […]

Implementation Training – Part 7

2. Performance TabSelect The employee you would like to Review and Select the Period for the Review You will now be on the Performance tab. Here you can view their […]