Admin features in the mobile app

Table of contents

1. Introduction
2. Social
3. Team Pulse
4. Growth
5. Resources

1. Introduction

Engagedly’s mobile app offers a holistic experience, allowing admins to perform frequent actions at any time. The app focuses on the employee perspective, but also provides specific admin functionalities within the Social, Team Pulse, Growth, and Resources modules.

Visit Employee Features in MobilEmployee Features in Mobilee to learn more about the actions employees can perform in these apps.

Explore the tabs based on your role:

• My Pulse (Employees): View your app-based features.
• My Entire Team (Managers): View direct reports and the secondary team.
• My Org (Admins): View all employees in the organization.

2. Social

Pin important posts to keep them visible at the top of the social feed.

Navigate to Social at the bottom of the screen.

1. Tap the Overflow Menu on the post and then select Pin Post.

3. Team Pulse

Team Pulse helps you gather real-time feedback from employees through thought-provoking questions. Learn more in Introduction to Team Pulse.

Your actions

Navigate to Apps > Team Pulse.

In “Team Pulse”, perform the following actions in the Enagedly mobile app:

• Review employees’ responses and managers’ reviews.
• View the response history of each question.
• Add comments to initiate a conversation on each question.
• Download individual question reports.

Navigate to Apps > Team Pulse > My Org.

At the top right:

• Tap the Search icon to find employees by name. 
• Tap the Filter icon to sort employees by response status.
• Tap the Period drop-down and select a period to view responses for a specific time.

Review responses

After employees submit their responses, submit your review.

1. Select an employee whose status is “Review Pending”.

  2.   Review the employee’s response and their manager's review for each question.

  3.   Tap Mark as Reviewed.

View response history

View the employee’s response and manager’s review for each past submission.

1. Tap View History on a question.
2. View the employee’s response and manager’s review.

Add comments

Comment on employees' or managers’ responses for each question to initiate a conversation about a particular question.

1. Tap Comment on a question.
2. Enter your comment and tap the Send icon.

Download reports

You can download the employees’ responses for reference.

1. Tap View History on a question.
2. Tap the Download icon at the top right.

4. Growth

The Growth module helps you optimize talent management, drive employee development, and contribute to the organization's success. Learn more in Introduction to Growth.

Your actions

Navigate to Apps > Growth.

In “Growth”, perform the following actions in the Engagedly mobile app:

• Create and manage IDPs.
• Search and filter IDPs.
• Praise and share feedback on IDPs.
• Add and manage milestones in IDPs.
• Add texts, resources, and attachments to milestones.
• View responses to the career aspiration survey.
• View response history.

Create IDPs

Navigate to Apps > Growth > My Org.

1. Select an employee and tap the Plus icon at the top.
2. Enter the necessary details and tap Save.

Manage IDPs

1. Tap the Overflow Menu at the top right of each IDP to:

• Add milestones
• Mark as complete
• Edit IDP
• Put on hold
• Delete

  2.   Add texts, attachments, courses, or learning paths to milestones (optional).

  3.   To manage milestones, edit, delete, or mark milestones as complete.

Search and filter IDPs

1. Select an employee.
2. At the top right:

• Tap the Search icon to find IDPs.
• Tap the Filter icon to sort IDPs by status.

Praise and share feedback on IDPs

When employees make progress on their IDPs, share feedback or praise to keep them motivated.

1. Select an employee.
2. Next to the employee’s name:

• Tap the Praise icon to publicly praise.
• Tap the Write Feedback icon to share feedback.

View responses to the career aspiration survey

When you launch a career aspiration survey, employees receive a notification to submit their responses.

After they respond:

1. Select an employee. 
2. Tap Career Aspirations to view their responses.

View response history

If you are a manager, you receive a notification when your team members update their responses to the role satisfaction question.

1. Select an employee and tap Career Aspirations.
2. Tap View History on a question to view previous responses for that question.

5. Resources

Resources serve as a document repository to store, organize, and access various documents in your organization. You can efficiently view and download them on your mobile. Learn more in Resources.

Navigate to Apps > Resources.

Search and view files

View files in the grid or list view.

• Tap a folder to view its files.
• Tap a file to open it.
• Tap the Search icon at the top right to find resources by name.
• Tap the Sort icon at the top right to sort files and folders alphabetically, in reverse, or by updated date.

Add a file or folder

1. Tap the Plus icon at the top.
2. Select any one option as required.

• Add file: Select a file from your gallery or device.
• Add folder: Enter a name and tap Create.

Manage a file or folder

1. Tap the Overflow Menu on a file or folder.
2. Select Rename or Delete as required.