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
Demographic Attributes
The Demographic Attributes section was developed to facilitate the segmentation and analysis of company data. Think of it as a super filter that allows you to view data from an account or group and segment it by criteria such as gender, length of service, age, position, among others.
Ensuring Anonymity
To ensure respondent anonymity, the platfoSome readersManaging People
Managing People in the Settings Screen
In the settings screen, you can easily manage all the people in your company. Here's how to maximize the use of this functionality:
Registering People
When registering a new person, you can provide various essential details:
Photo: Add an image for easy identification.
Code: Create a unique code for the person.
Name: Enter the fuFew readersGroup structuring and creation
After completing your registration and confirming your email, it's time to create the groups according to your organizational structure. They can be by area, management, location, units, leadership, segmentation, etc.
Let's use the example of the following organizational structure, remembering that this is a complete example, already considering some good practices, but you can assemble the way you consider most important for your company.
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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
