Setting up employees, managers, and customers
- How do I set someone up only as a manager, not an employee?
- How do I discover who all have admin access in my account?
- What permission level does someone need to be an admin and/or to add a new user?
- Which roles allow a user to see Evaluation Records under Administrative Tools?
- How to check who has admin access?
- How do I invite evaluators to log in and access their dashboard?
- How do I add and view performance feedback notes for my direct reports?
- What format does the hire date have to be in when importing a CSV sheet for adding persons?
- How to view my direct reports and their evaluations?
- How can I see the access levels of all the persons in a single view?
- How do we terminate or make a user inactive?
- Do employees need to accept the invite before they appear on the dashboard?
- How to view a report that shows all peer evaluators in the system?
- Why some employees can only access My Tools?
- How to export a person’s profile with their result areas?
- How to change the email address associated with my account or with any other person?
- Is there a user permission/access role we can use for someone who needs to add users and teams but cannot access the evaluation records?
- How do we ensure that our employee’s don’t see anyone else’s information when we invite them to login?
- Can we delete some existing users and add new users by uploading a person’s sheet?
- How can I export all my direct reports evaluations?
- Are there any limits on the number of users/persons we can add to our account?
- How can I effectively use the company directory?
- What is the minimum number of employees needed to sign up for your program?
- How can admins upload the profile pictures for employees?
- Can administrators manage the ability of team managers to create evaluations?
- How can I control the visibility of the staff directory and the different options available under the directory?
- How do I send or hold the joining invitations emails while adding new persons?
- How do I change user settings available at the job-titles level in bulk?
- How do I assign tags to persons?
- How do I add a customer profile?
- How do I update peer, downward and upward evaluators for employees?
- How do I enable continuous feedback only for some individuals in the company?
- How do I add evaluators for different peer groups?
- How can we restrict our employees from accessing their completed evaluations and scores?
- Where can I see the last login activities of my employees?
- How do I set up permissions so that a person only has access to his/her own results?
- How do we import persons from a spreadsheet?
- How do I resend joining invitation to a person?
- Why did I stop getting the Monday Motivator?
- How do I make bulk changes to all persons?
- How do I tag a person with information that might be relevant in the future?
- How can I delete a person?
- How do I customize user roles and permissions for our employees?
- How do you classify persons into Rock stars and Needs help?
- How do we control the visibility of data & customize the rights and permissions of software users?
- What happens when a manager leaves the company or if a person gets a new manager?
- How do I send persons their login credentials?
- Can I delete or deactivate the user files of employees who have left the organization?
- How do you assign more than one evaluator to an employee?
- How do I resend an invitation?
- How do I send invites?
- How do I add a new person to the software?
- What is a person?
- How do I import my employees?