Available for the following plans: Employment Unlimited
Available for the following HR classic plans: Platinum

1. Click the  Home menu.
2. Scroll to the Goals Insight section.

3. You can filter your view by:

   • All employees: Available for admins and owners
   • Direct: Available for managers

   • Direct and Indirect: Available for managers

     Helpful Hint

     Alignment shows the percentage of employee goals that are in alignment with your company goals. Set-up shows the percentage of employees assigned to a goal. Progress shows the progress percentage of your goal, not the individual progress of each key result. The status is broken down into four key areas:

     • On track.
     • Making progress.
     • Off track.
     • No progress.

   

Available for the following HR plans: Premium, Platinum

1. Click the  Home menu.

2. In the HR Metrics widget you will see the following reports:

   • Headcount.
   • Turnover.
   • Diversity.
   • Salary.
   • Time to hire.

   Helpful Hint

   You can filter the results shown as well to refine the data displayed.

   

Available for the following plans: Employment Unlimited
Available for the following HR classic plans: Platinum

1. Click the  Home menu.
2. Scroll to the Celebrations widget.
3. Select either the Today or Upcoming options.
4. Click the Filter button and choose:
   • Search function
   • Team
   • Reporting personnel
5. You will now be able to view the birthdays and work anniversaries happening.
   

1. Click the  Home menu.
2. You will see two options on your dashboard:
   • Team summary: Recogntion.
   • Team summary: Shout outs.

3. You can filter your view by:

   • All employees: Available for admins and owners
   • Direct: Available for managers
   • Direct and Indirect: Available for managers

   Helpful Hint

   If multiple employees are top senders or receivers, you can click the  sign to view the full list. You can find the following in the Team Summary widget:

   • Top Sender: Who sent the most shout-outs for the current month
   • Top Receiver: Who received the most shout-outs for the current month
   • Growth from last month: The current month's shout-outs compared to the previous month
   • Most engaged:  Who reacted the most to the shout-outs for the current month

   

The Team Recognition Summary widgets on the dashboard highlight those who often give and receive recognition within your team, for the current month. These widgets also identify the most engaged users, specifically those who often react with emojis to posts on your organisation's company feed. We break this data down into two widgets, a Shout Out and a recognition widget.

The Celebrations widget displays all employee birthdays and yearly work anniversaries. However, only managers with direct reports and specific security settings can view their reports' milestones, while only admins and owners have access to view all employee birthdays.

You can use our Rewards and Recognitions feature to recognise your employees for their contributions and achievements. Here is what a Shout Out and recognition mean:

• Shout out: You can give a Shout Out to someone who did well on work that is within their usual scope. For example, say, an employee produced excellent output for a deliverable that falls within their job role. Note that an organisation cannot attach monetary rewards to shout-outs.
• Recognition: You can give ‌recognition to someone who did something above and beyond what is expected of them. On the platform, each recognition has to be attached to one of the company values set up by your organisation. The company can also assign a Hero Points value for each recognition.

You can give both shout-outs and recognitions in the Company Feed section on the dashboard.

1. Click the Settings menu.
2. Click the Permissions submenu.
3. Click the New Security Group button to create a new security group.
4. Under the Employees tab, click on the Reporting Employees tab.
5. To set permissions to view Birthdays, scroll down to the Employee File (Non-Payroll Details) section and tick the View or Modify options next to Personal Details.
   
6. To set permissions to view Work Anniversaries, scroll down to Employee File (Payroll details) and tick the View or Modify options next to Employment Details.
7. Click the Save button.