We have revamped Engagedly’s setting module and have added some new features. This revamp project for Tangerine intends to simplify the task of the admins by helping them to manage all the modules of Engagedly’s real time performance management software easily. 

Note: The below mentioned updates are meant for admins/site admins, unless we mention otherwise.

Overview

  • The cards of some of the modules are accessible from Settings -> Overview Page
  • When you click on the cards, they will open up the respective modules pop up. If you are an admin, you will be able to manage the main functionalities of each module. The users widget displays the graphical representation of additions and departures in the organization.
  • Apps widget shows the enabled and disabled engagedly apps count. 
  • As an admin, you can also access knowledge based articles from the ‘View Knowledge base‘ option. 
  • Admins can see the account manager and support email information here.

Engagedly settings overview

  • When you click on ‘View knowledge base’, knowledge base articles will open in a new tab.

Engagedly knowledge base

  • A banner will be visible on your Engagedly application as shown below. Clicking on the Try It Out or Learn More will navigate the user to respective help articles.

Engagedly application banner

Global Settings 

Document Upload 

  • You will be able to manage the following document settings from Settings -> Global settings->Document upload:
    -Enable document upload by managers.
    -Enable document upload by Users.
    -And, enable notify manager option when uploading documents.

Engagedly admin settings

Password Policy 

  • You can manage the General Password settings and the Password requirements from Settings -> Global Settings > Password Policy.

Settings password policy

User Settings 

  • You will be able to manage the following user settings from Settings > Global Settings > User settings:
    General Settings from where admins can configure the language preference for the organization.
    User Profile settings from where admins will be able to set the User profile details Visibility.
    Diversity and Inclusion data.

Engagedly admin user settings

Branding – Login Screen 

  • You will be able to enable and update the following from Settings > Global settings > Branding > Login Screen
    Company Name
    Company Logo
    About 
  • When enabled, the above details will be there on the login screen .

Engagedly branding and logo screen

Branding – Color Themes 

  • As an admin, you can update the Color Theme from Settings > Global Settings > Branding > Color Themes.
  • By default, there is a default color theme. 
  • Along with the color theme, you can also update the header logo. 
  • There is an option to reset to default colors option.

Engagedly branding color themes

User Management 

Users 

  • The list of users in the organization will be listed under Settings > User Management > Users
  • List of blocked users can also be viewed by clicking on the “>”. 
  • Admins can continue to add users manually or through import. 
  • Clicking on View Integrations in the Add Users pop up will navigate users to “Integrations” within settings. 
  • Admins can also continue performing the following actions from the overflow menu of each user.
    Impersonate
    Assign Permission
    Block the user
    Mark as Site Admin
    Mark as CXO
    Resend Login Credentials
    Manage Documents

Engagedly user management actions

Engagedly user integration

Roles & Permissions 

  • ‘Roles and Permissions’ can be accessed from Settings > User Management > Roles & Permissions

Engagedly user roles and permissions

  • The default roles will be labelled as ‘Default’. 
  • You can also add new roles based on their requirement.

Engagedly add new user role

Department 

  • The list of departments in the organization will be listed under Settings> User management> Departments
  • You can add a new Department to the organization using “Add department” button. 
  • You will be able to ‘Edit’ and ‘Delete’ the Departments. 
  • You can search for the departments using Search tab. 
  • You will be able to view members of department by clicking on “MANAGE” .

Add user department

Business Units 

  • The list of business units in the organization will be listed under Settings> User Management> Business unit
  • As an admin, you can add a new business unit to the organization using “Add business unit” button. 
  • You can search for the business unit using Search tab and also Edit and Delete the Business units. 
  • You will be able to view members of the business unit by clicking on “MANAGE”.

Engagedly add business units

Job Titles 

  • Job Titles can be accessed from Settings > User Management > Job Titles. 
  • You can also add ‘Competencies’ and ‘Skills’ to Job titles. 

Engagedly add job titles

 

Employee Types 

  • The list of ‘Employee Type’ are listed under Settings> User Management> Employee Types
  • You can add new Employee Type to the Organization using “Add Employee type” button. 
  • Admin can also Edit and Delete the Employee Type and will be able to view the members of Employee Type by clicking on “VIEW”.

Engagedly add employee type

Locations 

  • The list of ‘Locations’ are listed under Settings> User management> Locations
  • You can add new Locations to the Organization using “Add location” button. 
  • You can Edit and Delete the Locations and will be able to view the members of Locations by clicking on “VIEW”.

Engagedly add user locations

Notifications

  • You will be able to control the Notifications of various modules of the Organization from Settings> Notifications.
  • You can disable all the modules Notifications of Organization by clicking on “Disable” or enable all the modules by clicking on “Enable”. 
  • Admin will be able to Check/Uncheck the Notifications of following modules independently.
    Groups
    Performance
    Goals
    Multirater
    Learning
    Feedback
    Survey
    Rewards
    Digest Email
    Ongoing Check-In
    Praise
    Social

Engagedly notification settings

  • You can add additional recipients to birthday and work anniversary alerts by clicking “+add additional recipients”. 
  • You can add more birthday and work anniversary alerts by clicking “+Add rule”. 
  • You will be able to control public feed for birthday and work anniversary alerts.

Engagedly birthday settings

Activity logs 

  • Activity logs can be viewed under ‘Activity Logs’ in a grid or table consisting of ‘Log Message’, ‘App‘ and ‘Logged At‘.

Engagedly user activity logs

  • Email Activity can be viewed under Activity Logs > Email Activity

Engagedly email activity logs

Billing

  • Billing is accessible from Settings > Billing.
  • Subscription details can be viewed under ‘Subscription Details’. If there is more than one subscription, they can be viewed by clicking on ‘View More’.

Engagedly application billing details

  • The count of pending payments will be shown as alert. 

Engagedly pending payments alert

  • As an admin, you can add and view card details in the ‘Card Details’ section, and have the option to add multiple cards details by using ‘ADD CARD‘ option. Default Card for payments will be marked ‘Default‘ as highlighted.

Engagedly card details

  • The ‘Billing Address’ and the ‘Shipping Address‘ can be added and edited from the Billing menu. They can also be managed by Super admin.

Engagedly billing details

  • Billing Notification can be managed by clicking on Manage, the added employees will get billing related notifications.

Engagedly billing notification for users

  • Users can be added from the Manage Billing Notification pop up. The users who can manage the billing will be listed.

List of bill managers

  • Any user can be added as ‘Other Users‘ to receive billing notification, any user within the organisation can be searched and added. Added user can be deleted using delete option as shown. 
  • External users can be added for billing notification by selecting ‘External User‘.

Adding user to bill

 

  • Clicking on Add User, admin can add Name and Email id of the external user. Multiple users can be added by clicking on Add More option. 

Adding name and email

  • Invoices can be viewed and downloaded from the Invoices table.
  • Downloading invoice and payments can be done as shown. Clicking on Invoice icon downloads the pdf format invoice. Payment can be initiated by clicking on ‘Pay Now‘. 

Engagedly invoice table

Competencies

  • You can manage competencies from Settings > Competencies > Org Library.

Engagedly org library

  • You can create competencies from the ‘Create New Competency’ option and fill the required fields in the pop up.
  • Admin can add description and behaviour to the competency from the Add description and Add behaviour options. Behaviour can be deleted using the delete option.

Engagedly create competency

  • You can add Job Title to the competency by selecting the competency and + Add job title to competency.

Engagedly add job title competency

  • Job Titles can be searched and added from the pop up and also be deleted using delete option.

Add remove job competency

  • You can ‘Import’ and ‘Export’ competencies from the overflow menu options.

Add remove job competency

  • You can use filters and search options. Search can be performed by competency, description, and behavior.
  • Categories and tags can be searched using the drop down filters. 

Engagedly search competency

  • You can filter uncategorized competencies by checking the ‘Show only un-categorized‘ option.

Show uncategorized competency

  • You can view Engagedly templates by clicking on ‘View Engagedly Templates’ in the pop-up.

View engagedly templates

  • You can add categories and tags in competencies from Settings > competencies > categories and Settings > competencies > tags respectively.

Add competency category

Add competency tag

Skills

Skills Library 

  • Skills can be created and managed from Settings > Skills > Skills Library.

Engagedly create skills

Settings

  • The Skills Proficiency Scale and Notification options for skills can be managed from Settings > Skills > Settings.

Engagedly skills settings

Integrations

  • Admin can access integrations of the organization from Settings > Integrations.
  • By default, the integrations would have the setup and link to learn how to integrate. 

Engagedly learn bamboohr integration

  • Currently, you can set up 4 integrations – BambooHR, SAML Single Sign On, Namely and Engagedly API.

Engagedly available integrations

Engagedly Apps 

  • You can access settings to Engagedly Apps which would provide toggle to Enable and Disable all the Engagedly apps.

Engagedly enable disable apps

360 Feedback

  • You will be able to see the empty state under Settings>360 Feedback

Engagedly 360 degree feedback settings

Feedback 

Settings

  • You will be able to manage the feedback settings by navigating from Settings > Feedback > Settings.
  • Under Feedback settings, Admins will be able to manage the General settings as well as the Feedback Visibility settings.

Engagedly feedback settings

  • You can also manage the categories by clicking on “Manage”. This will open up the Feedback category pop up from where admins can create, edit and delete Feedback categories.

Engagedly settings feedback categoriesFeatures 

  • Under Feedback features, admins will be able to enable/disable share/Request Feedback, and Praise

Engagedly feedback features

Goals 

Settings

  • You can manage ‘Goals Settings‘ from Goals > Settings. Enabling department goals, visibility of the department goals and cross department alignment settings can be controlled.

Engagedly goal settings

  • You can enable business units goals, visibility of the department goals and cross department alignment settings from SettingsGoals > Goals Settings

Goal setting tracking status

  • You can enable tracking status and auto status update from Goals > Goals Settings and access the related documentation and can control goal import feature from the Enable Goal Import.

Admin goal tracking status

  • You can enable and set up reward points for goals from ‘Enable’ reward points for goals and ‘Manage’ reward points.

Goal setting enable reward points

  • You can set Rewards points for goals using ‘+Add rule‘. 

Engagedly add reward rule

  • Goals cycles can be accessed from Goals > Enable preset and custom goals cycles.

Enable goal cycle

  • Goals cycles can be created and edited from the Goals Cycles table in goals settings. 

Goal cycles table

  • Active and Archive Goal cycles can be viewed using the Active-Archive toggle. 

Active archive goals

Categories 

  • Admin can access goals categories from Goals > Categories.
  • Goals categories can be added, edited and deleted as seen from the below options. 

Goals categories

Unit Types

  • You can control the goals units types from the Goals > Categories, adding a new unit type can be done by clicking Add.
  • You can filter the unit type from the status filter. There are three options all, active and inactive.

Goals unit types

Groups

Smart Groups 

  • System segmented and manually created smart groups can be managed from Settings > Groups > Smart Groups.
  • The system segmented smart group cannot be edited/deleted and will have the label ‘Default’
  • You will be able to create, edit and delete Manually created smart group.

Engagedly create smart group

Features

  • You will be able to enable/disable the following types of groups from Settings > Groups > Features
    Open group
    Closed Group
    System group

Engagedly group features

Learning 

Categories

  • The list of learning categories are listed under Settings> Learning> Categories
  • You will be able to Enable/Disable the ‘Enable course categories‘ using toggle. 
  • You can add a new category using ‘+add category‘. 
  • As an admin, you will be able to Edit, Delete, Pin or Unpin the categories. 
  • You will be able to add sub categories to categories using “>”.

Engagedly learning categories

Tags

  • The list of learning tags is listed under Settings> Learning> Tags
  • You will be able to Create, Edit and Delete the Tag.

Engagedly learning tags

Settings

  • You will be able to enable/disable the following Learning settings under Settings> Learning > Learning Settings.
    Disable course creation for everyone
    Disable Engagedly activity.

Engagedly disable learning activity

Performance 

General 

  • You can access general performance settings from Engagedly apps > Performance > General.

Engagedly performance settings

Training Recommendations 

  • You can view, add and edit the training recommendations from the Training Recommendations Library under performance settings.

Engagedly training recommendation library

Resource Centre 

  • You can access and control the individual sub modules under resource centre from Settings > Resource centre.

Engagedly settings resource center

Rewards

Discretionary Badges 

  • You will be able to manage the Discretionary Badges from Settings > Rewards > Discretionary Badges
  • They will be able to create, edit and also activate/deactivate the custom badges. 
  • A new addition is the Badge Library from where Admins will be able to select the badge logos for the custom Badges.

Engagedly badge library

Engagedly add badges

Activity Badges 

  • System badges, also known as Activity badges, will be listed under Settings > Rewards > Activity Badges
  • As part of the new enhancement, we have collaborated both gamification points associated with a particular ‘Activity badge’ so that Admins will be able to update both Activity badges and the Gamification rules from one place.

Engagedly activity badges

Change gamification rules

Manage Redemption 

  • You will be able to configure locations for redemption from Settings > Rewards > Manage Redemption
  • You will also be able to ‘Add’ a credit card to add funds from here.

Engagedly manage redemption

Fund History 

  • All the records of the Fund History will be recorded under Settings > Rewards > Fund History.

Engagedly reward fund history

Features 

  • You will be able to enable/disable the following Rewards Features from Settings > Rewards> Features.
    Discretionary Badges
    Enable Discretionary Points for all employees
    Activity Badges
    Points Redemption
    Ranks & Leaderboard

Engagedly gamification settings features

Social

Social Feed 

  • You will be able to see and manage all the Social posts from Settings > Social > Social Feed.

Engagedly social feed

Settings 

  • You will be able to enable to and set the context text for the following welcome Posts from Settings > Social > Settings
    Welcome post
    Birthday post
    Anniversary post 
  • Note that if the text box is left empty, the default text will automatically reflect on the postcards.

Engagedly social settings

Features 

  • Admins will be able to enable/disable the following Social Features from Settings > Social > Features.
    Enable Ask For Help
    Enable Idea Sharing
    Enable Knowledge Sharing
    Enable Status Update

Engagedly social features

Survey 

  • You will be able to manage the following Survey feature from Settings> Survey
    Everyone Creates Survey

Survey settings

Talent Card 

  • Admin will be able to manage the following ‘Talent profile’ features from Settings> Talent profile.
    Recommendations
    Role readiness assessment

Engagedly talent profile settings

Suggestions Box 

  • You can access the anonymity settings from Settings > Suggestion Box.

Engagedly suggestion box settings

 

While we understand that this is a lot of information to process, we hope we have been able to simplify the details and the navigations for you. Please feel free to reach out to us if you require further clarifications or queries.