Engagedly Help Center

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Engagedly Help Center

Getting Started

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

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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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