Account settings explained

An overview for account admins on what the account settings mean and what you control in the self-service account configuration.

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15 articles in this collection
Written by Kylie Strickland

General settings

Manage your account theme, name and logo.
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Written by Kylie Strickland
Updated over a week ago

Company structure settings

Rename departments and teams, set up the company structure and configure your custom roles.
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Updated over a week ago

Dashboard settings

Manage news articles and customize the performance timeline deadlines.
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Updated over a week ago

Timeline settings

Route logins to the timeline, use the sentiment report and customize your recognition badges.
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Updated over a week ago

Profile settings

Route logins to the profile and allow employees to select their own manager.
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Written by Kylie Strickland
Updated over a week ago

Goal settings

Select SMART goals or OKRs, manage goal approvals, allow goal weightings and more.
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Updated this week

Feedback settings

Customize the Feedback module with ratings and weightings, second dimension on ratings, anonymous and hidden feedback.
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Updated this week

One to One settings

Set up the meetings module, rename one to ones, and configure your one to one ratings.
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Written by Kylie Strickland
Updated this week

Review settings

Set up cumulative or role-based reviews, add ratings and review weightings, archive your reviews and more.
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Updated this week

Rating definitions

Create custom rating sets for feedback and reviews, and edit your existing rating sets.
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Updated this week

Project settings

Switch on and off the Projects module.
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Updated this week

Development settings

Switch on and off the Development module.
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Updated this week

Training settings

Switch on and off the Training module, edit training course types and edit course statuses.
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Updated this week

Company settings

Switch on and off the Company module containing the Org chart and Staff directory.
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Updated this week

Reports settings

Switch on and off the reports module, and switch on and off individual reports within the module.
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Written by Kylie Strickland
Updated this week