Training  ›  Administrator Training

Administrator Training

Become a PeopleGoal expert with our complete, end-to-end training session for account administrators. This one-hour video will cover:

  • Creating a new PeopleGoal account
  • Where to find your account settings and how to navigate the core modules
  • Creating your company structure
  • Adding your colleagues, their reporting lines and the automatically generated org chart
  • Navigating the account settings to configure the behaviour of the core modules
  • The Goals module: Creating company objectives; adding department/team goals and individual goals
  • The Feedback module: Creating your feedback questions; setting up anonymous and hidden feedback; sending out 360 feedback requests
  • Social Recognition: Customizing your recognition badges
  • One to Ones: Creating your discussion points; how the one to ones process works; sending out and managing meetings
  • The Reviews module: Creating your review questions; setting up review types, managing the review cycle
  • Integrations: Configuring the BambooHR and Slack integrations for your account
  • Reports: Understanding the in-built suit of live reports
Kylie

Kylie Strickland

Head of Customer Engagement

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