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Learn about the audit tool, importing users and salary.
Accessing the Admin is important to know because the life of the product happens from the Admin. The Admin is where you will be able to set goals, approve goals, add employees, access all account information, and much more. You access the admin you must be an Administrator on the account. To access the admin, first login to your account and then select the n
Using the Audit Tool
The Audit section of the Review area is where you can add leaders to users, edit leaders, and update review status. To access Audit, you will need login to the admin and then select "Audit" from the "Review" section Be sure to select the review year you are wanting to view. If you need to lock the review for everyone, you can select the "Lock All" but
Mass Importing Users
To mass import users, you can use the "Import" tool found under the "Staff" section in the Admin. This can be helpful if you are needing to import a lot of users at once or make a group of changes. To access the "Import" tool, login to the Admin and select "Import" under the "Staff" section. You will want to be sure to download the "Download Template" a
Creating Reviews for New Review Season
When you create a new review season, you will also need to create all reviews for employees. If employees are unable to create goals, make sure you have taken this step. As an admin, you can take the following steps to accomplish this: Go to Admin Click on "Audit" On the top left, click on "Create All Reviews." Once this is done, employees will be able to create goals for that review year.