Account
Performance Account Settings
In this section, you can adjust crucial settings that directly impact your platform's performance module.
Calculation and Goal Context Settings
Here, you can define how the progress of entities is calculated, choosing between:
Interpolated progress: considers sub-target, target, and super-target.
Linear progress: calculation based on a weighted average.
All indicators (KR, KPI, and Sub-indicator) will have their calculation based on this setting, and you can only choose betweeFew readersTo create a new cycle
The first step to setting up the platform is creating work cycles to configure the hierarchy, entity, and other information.
To add a new cycle, click on '+Add Cycle' in the performance account settings tab.
xt, the configuration screen will be displayed. Here you can define the cycle name, start and end dates, and the status.
In the status field, you canFew readers
People & Groups
Demographic Attributes and the 3-respondent minimum rule
What are Demographic Attributes
The Demographic Attributes section was developed to make it easier to segment and analyze company data. Think of it as a “super filter” that lets you view data from an account or group and segment it by criteria such as gender, length of service, age, position, among others.
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Groups and users: enable and disable
Active: receive the survey and have access according to their permission level.
Inactive: stop receiSome readersManaging Groups
Creating Groups on the Platform
After completing your registration and confirming your email, it's time to create groups according to your organizational structure. These groups can be created by area, management, location, units, leadership, segmentation, etc.
Organizational Structure: A Practical Example
Let's use the following organizational structure as an example, keeping in mind that this is a complete example already considering some best practices. However, you can adapt it asFew readersView Groups, Segmentation, and User Attributes
How do I view a user's groups, segmentation, and attributes?
Now you can do this by editing a user on the user listing screen.
Simply search for the user using the search and click the edit button.
Do it differently! **Let'sFew readers
