Getting Started as an Admin: Understanding Processes & System Setup
New to the admin role? This session walks you through the ore building blocks of the system - starting with processes, the foundation that drives reviews, goals, scoring, approvals, and overall system behavior.
What You Will Learn
- How to navigate the homepage and review cycles
- Understanding employee lists, profiles, and role permissions
- Configuring company settings and notifications
- Setting up and managing review schedules and scoring formats
- Using admin tools like logging in as an employee for testing
Note: This session focuses on essential functionality and intentionally does not cover advanced user management or integrations.
Watch the Recording
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