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Knowledge base
FAQs (Frequently Asked Questions)
User Management
9
How to post/upload documents and share it with others in Engagedly?
How to Create Job Title and assign it to an employee
How to reset password for users?
How to Unlock a User?
Add a Site Admin
View all 9
Performance
55
Where can I see documentation for the performance review module
Is there a way to send notifications directly to all employees as a reminder to complete their self-reviews/manager reviews?
As soon as the manager submits his or her review, would the employee be able to see that?
How can I Unassign(or retract) a shared template
Would the employee be able to see LP rating and recommendation questions’ answers too or just the comments and rating done by Manager?
View all 55
Learning
38
Where can I see the analytics for a course I have assigned?
When assigning a course, I cannot see all the users in the organization, only a random collection of users. How can I assign it to everyone?
I've completed the course and taken the quiz but am still getting reminders as if I've not completed the course. Can you advise as to why this is happening?
I want to make a few changes to my course. How can I edit it?
What happens if I cannot finish a course in one go?
View all 38
Multirater
29
What happens when I add competencies to the Org Library?
How can I remove some employees from a multirater cycle?
Is there a way to limit the number of nominations an employee can nominate?
How can I see External reviewer's review in multirater?
How can you Request employee for Multirater(360 degree) feedback in Engagedly?
View all 29
Administration
34
What is the best way to upload job descriptions?
Is there a way to individually remove birthdays?
I want to update the user details of employees in my organization. Is there any way to do it in one go?
How can I use the ‘Quick Add’ feature when adding new users?
What is the difference between sharing knowledge and sharing an idea?
View all 34
Feedback
14
Is it necessary for me to add Feedback Categories?
I sent a user a feedback request. But they haven’t responded back to me yet. How can I remind them about it?
Can I give feedback without selecting ‘Good Work’ or ‘Development Opportunity’?
Can I give feedback to anybody in Engagedly?
How can I differentiate between Incoming Requests and Outgoing Requests in Feedback Requests?
View all 14
Getting Started
26
Is it possible to get the departments with 0 people?
How can I delete old TEST employees?
How can I become site administrator?
How to change the preference of default landing page
How can I change my email address?
View all 26
Goals
33
Where can I see documentation for Cascading Goals?
How can everyone in the organisation view the list of contributors to the goal
I was wondering if there was functionality to provide visibility to all employees objectives?
What is the difference between "assign a goal to someone" and "cascade" from the "New Goal" view?
Is there a way for me to check off that an employee has completed a goal or is it up to them?
View all 33
Survey
9
How can I edit a survey I have already assigned to users?
I did unassign a user from the current survey, but how do we reassign him/her so he/she can do the survey again?
Where can I view individual survey responses of users?
How do I change the date for the survey to take it out of expired?
Where can I see the results of a survey that I assigned to users?
View all 9
Ongoing Check-in
2
How do I create templates for check-ins?
Ongoing check-ins timeline
Competencies
1
How to upload Competencies for an Organization?
Groups
3
How to set up and use Smart Groups (Dynamic Groups)
I was added to a group I do not want to be a part of. How do I leave?
Can I create a new Interest Group to reflect my hobby?
Integrations
7
Setting up user syncing process from ADP (Workforce Now/Run)
How to set up SSO with Azure AD (Office 365)
Engagedly API:
Why our BambooHR Syncing is not working?
When and How to use the SFTP method for user syncing?
View all 7
Notifications
18
How to Enable/Disable Modular Notifications?
Login Credentials sample email templates
Gamification Email Notification
Private Notes Email Notification
Learning Email Notification
View all 18
Rewards
5
How to configure rewards redemption?
How to change the fixed award points for custom badges?
Budgeting on Discretionary Points
Gamification activities & associated badges
Wire/ACH details for Tango Card funding
Private Notes
4
How to download Private Notes
How to search notes about someone
What is the point of Private Notes? How can I use them to my advantage?
Where can I see all the Private Notes I have made?
Talent Card
2
How do I view the Talent Card of other users?
Can Admins view the Talent Card of all users?
Customization
1
Engagedly Color Customization
Smart Group
0
Mobile App
1
Engagedly Mobile App
Others
2
SOC 2 Report
New UI - Label Change (Girish Demo) V File
Billing
1
Fund Transfer - Payment Shortage/Difference
Findings | Queries | Bugs | Glitch
0
User Guide 2.0 - Employee
Feedback
0
Social
1
What is the feature of Drive?
Talent Card
0
Groups
0
User Guide 2.0 - Manager
Feedback
0
Talent Card
0
User Guide 2.0 - Admin
Feedback
0
Social
0
Talent Card
0
Performance
0
Help Desk Software
by Freshdesk