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Org Directory
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Engagedly Help Center
Getting Started
Getting Started
Home Page (Old)
Home Page
Admin
FAQs
Performance
Admin
Manager
Employee
FAQs
Goals
Goals (New)
Goals FAQs (New)
Goals (Old)
Goals FAQs (Old)
Survey
Admin
Employee
FAQs
Feedback
Admin
Employee
FAQs
Manager
360 Feedback
Admin
Manager
Employee
FAQs
Learning
Admin
Manager
Employee
FAQs
Team Pulse
Admin
Manager
Employee
FAQs
Integrations
Gmail Accelerated Mobile Pages
Outlook Actionable Messages
Slack
Udemy
Microsoft Teams
Go1
LinkedIn Learning
Biz Library
FAQs
SSO with Azure AD (Office 365)
Learning Path
Jira
Salesforce
Google Sheets
Learning Path Automation
Opensesame
Meta Workplace
HiBob
Check-Ins
Admin
Manager
Employee
Rewards
Admin
Manager
Employee
FAQs
Talent Profile
Admin
Manager
Employee
Social
Admin
Employee
FAQs
Groups
Admin
Employee
FAQs
Suggestions
Admin
Employee
FAQs
Notes
Employee
Skill Assessments
Admin
Manager
Employee
Resources
Employee
Other Apps
Talent Card
CXO
Org Directory
Diversity and Inclusion
Growth
Admin
Manager
Employee
FAQs
Glossary
Engagement Survey
Admin
Employee
FAQs
Getting Started
Revolutionize your employee engagement and performance management with Engagedly
Integrate Mentoring Complete with Engagedly
Engagedly Color Customization
Enable/Disable Notifications
Home Page (Old)
Access Goals from Homepage
Home Page Learning Widget
Home Page Pending Actions
Home Page Feedback Widget
Home Page Social Feed Widget
Home Page Celebrations Widget
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Home Page
Home Page Quick Links
Sentiment Trend
My Circle on Home Page
Home Page Widgets
Celebrations
See more
Admin
Overview of User Management
Create a New Business Unit
Edit a Business Unit
Delete a Business Unit
Create a New Department
Edit a Department
Delete a Department
Create a New Job Title
Edit a Job Title
Delete a Job Title
Add and Edit a Job Description
Overview of Competencies
View Competency Templates
Add a New Competency Category
Edit a Competency Category
Delete a Competency Category
Add a New Competency Tag
Edit a Competency Tag
Delete a Competency Tag
Create a Competency
Import Competencies
Edit a Competency
Delete a Competency
Add Competencies to Job Titles
Add Competencies to a Job Title
Create a New Employee Type
Edit Employee Type
Delete an Employee Type
Add a New Location
Edit a Location
Delete a Location
Add New User
Import Users Using the Template
Add Users to a Business Unit
Add Users to a Department
Impersonate a User
Assign Permissions to a User
Block a User
View Blocked Users
Mark User as a Site Admin
Make User as the Site Administrator
Make the User as CXO
Resend Login Credentials of a User
Manage Columns
Export User Data
Add a New Role
Edit Permissions for a Role
Add Users to Existing Role
Delete a Role
Settings Overview
View Total Number of Active Users
View Total Number of Departments
View Total Number of Business Units
View Total Number of Locations Added
View Total Number of Job Titles
View Total Number of Competencies Created
How to view the total number of Active and upcoming goal cycles
View Total Reward Funds Added
View Total Number of Pending Invoices
View Total Training Recommendations Added
View Contact Details of My Account manager
View Enabled Engagedly Apps
View Unsubscribed Engagedly Apps
View Knowledge Base
View User Addition and Departure Trend
Overview of Global Settings
Document upload by users
Document upload by managers
Manage Documents of a User
Notify Manager While Uploading Documents
Session Time Out Limit
Password Expiration Period
Prevent Password Reuse
Maximum Invalid Password Attempts until the User is Locked
Minimum Password Length
Default Language
User Profile Information Visibility
Diversity and Inclusion Data Features
Display Company Logo on the Login Page
Display Company Name on the Login Page
Display company about section on the login page
Add a header logo
Customize Platform Color
Overview of Notifications
Enable Notifications for your Organization
Overview of Activity Logs
Export Activity Logs
Overview of Billing
Add Billing Address
Edit Billing Address
Manage Billing Notifications
Pay Pending Invoices
Add Card Details
Delete Card Details
Overview Engagedly Apps
Configure Feedback Visibility for Managers
Enable Adding Categories for Feedback
Create a Feedback Category
View Total Number of Feedback Categories Created
Edit a Feedback Category
Enable Users to Share and Request Feedback
Enable Users to Praise
Enable Users to Give Anonymus Feedback
Make Feedback Type Selection Mandatory for Users
Enable Specific Users to View the Feedback Shared
Enable View Feedback of all Employee's Capability
Enable Creating Custom Goal Cycle
Create Goal Cycles
Edit Goal Cycles
Archive Goal Cycles
Delete Goal Cycles
Enable Goal Categories
Add Goal Categories
Edit Goal Categories
Delete Goal Categories
Add Unit Type
Enable Department Goals
Enable Business Unit Goals
Enable Goal Tracking Status
Enable Goals Importing
Enable Reward Points for Goals
Create Smart Groups
Enable Open Group, Close Group and Smart Group
Enable Course Categories
Add Course Category
Edit Course Category
Pin a Course Category
Delete Course Category
Add Course Tags
Edit Course Tags
Delete Course Tags
Disable Course Creation for Everyone
Disable Engagedly Academy
Enable Managers to Change Average Rating
Add Courses to Training Recommendations Library
Edit Training Recommendation Courses
Delete Training Recommendation Courses
Enable Resources Accessible while Writing Reviews
Enable Discretionary Badges
View Discretionary Badges Library
Add Discretionary Badges
Edit Discretionary Badges
Set Discretionary Points Limit
View the Total Number of Discretionary Badges Created
Deactivate Discretionary Badges in Rewards
Enable Activity Badges
Set Minimum Threshold for Redemption
Set/Change Award Points Limit in Rewards
Enable Points Redemption
Add Rewards Fund
Add Redemption Location
Export Fund History
Enable Ranks and Leaderboard
Enable Welcome Post in Social Feed
Enable Ask for Help Feature for Social Module
Enable Idea Sharing Feature for Social Module
Enable Knowledge Sharing Feature for Social Module
Enable Status Update Feature for Social Module
Allow Employees to Share Anonymous Suggestions
Enable Everyone to Create Survey
Enable Role Readiness Assessment
Export/Print Data from Different Modules
Overview of Integrations
Outlook Integration Setup
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FAQs
Is there a way for me to access the non mobile site from my phone?
Update Credit Card
Upload /Update User Data in Engagedly
I am not able to add multiple reporting managers for a single employee. Why is that?
Upload the Company Info on Login Page
Post/upload documents and share it with others in Engagedly
Block Users
Is there a way to disable the user temporarily and then reactivate?
What is the maximum number of site administrators an organization can have?
Reset password for users
Give certain permission to the employee
I want to update the user details of employees in my organization. Is there any way to do it in one go?
Select/Change a language
I do not have a reporting manager? Does this limit my use of Engagedly? Are there certain things I cannot do?
Add a Site Admin
Delete a Group
Add competencies to the Job Titles.
Add Job Title & Update in User Profile
Upload documents which can be accessed by all the employees and have read access only
Turn off notifications for certain modules at one go
Can I delete the users who are not a part of my organization anymore?
Delete a User
Unblock User
Upload/Delete Documents for the User
Create Job Title and Assign it to an Employee
I want to join an open group. But I had to send a membership request? Can I not join a group just like that?
On an employee’s user profile page, I can see a feature called ‘Upload Documents’. How can I use that feature?
Upload Company Logo in the Organization Profile
Update My Personal Details
Change My Email Address
How can I become site administrator?
Change My Account Password
I want to make a few changes to my profile. But for some reason I’m not able to change my name, email or birthday. How can I do it?
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