Mobile application user guide for Employees

Table of contents

  1. Introduction
  2. User actions
  3. Download mobile application
  4. Access profile
  5. Access home page
  6. Quick actions
  7. Access social
  8. Access directory
  9. Access apps

1. Introduction

Engagedly’s mobile application gives you a holistic experience, allowing you to perform frequent actions anytime. It has improved by bringing information architecture and consistency to navigation in the mobile application. It offers an instant solution for modules like Goals, Feedback, Groups, Notes, Surveys, Team Pulse, Growth, and Resources.

2. User actions

You can perform the following actions on your mobile:

  • Stay updated with notifications and pending actions
  • View posts and praises on Social
  • View posts in Groups
  • View upcoming birthday and work anniversary celebrations
  • Access the organization directory
  • View the profile of other employees
  • Connect with your team using their contact information
  • Share and request feedback
  • Create and share quick notes
  • Respond to the Surveys
  • Submit Team Pulse responses
  • Enroll and take the courses and learning paths
  • Create, edit, check-in, and delete IDP
  • Link courses to IDP
  • Add milestones and attachments to IDP
  • View and download files
  • Respond to the career aspirations survey
  • View and edit submitted response to the career aspirations survey

3. Download mobile application

You can download the application on your mobile, tablet, or iPad using the below QR code.

playstore

  1. Download the Engagedly 2.0 application on your mobile.

Note: Use the Play Store for Android mobile and the App Store for iPhone.

  2.   Copy only the subdomain of your organization's URL.

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  3.   Paste the subdomain of your organization's URL on the Engagedly mobile app and click Next.

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  4.   Enter your email address, click Continue, and enter your password.

Note: You can log in using your ADP or Azure AD SSO credentials if they are enabled for your organization.

  5.   Click Login.

Note: If you forget your password, click Forgot Password on the login screen, provide your valid email address to receive the password, and click Submit.


4. Access profile

You can access your profile to view the following:

  • Photo
  • Name
  • Job title
  • Rank
  • Points
  • Badges
  • Contact details
  • About yourself
  • Team details, including your manager and your direct reports, if any
  • Posts and Praises

You can click Support to email our support team.

At the top right of the menu, click the Log Out Logout Icon to exit the mobile application.

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5. Access home page

The home page is the landing page after you login to the mobile application. You can view Home, Social, Directory, and Apps at the bottom of the screen.

In home, you can view the

  • Notifications
    • Click the Bell Bell Grey-2 Icon at the top right to view the notifications.
    • Click any notification that redirects you to the respective page.
  • Pending actions
    • Click any pending action that redirects you to the respective page.
  • Social feed: You can view the latest three posts on the home page (including the pinned posts if you have any).
    • Click any posts to view the updates.
  • Groups: You can view My Groups if you are a part of them.
    • Click any group to view the posts in it.
    • Click View More to view My Groups and Other Groups in the organization.
      You can view open and interest groups in the Other Groups.

You can filter the groups based on their type.

Note: Only the admin can view the closed groups.

  • Birthday and work anniversary celebrations
    • Click Birthday or Work Anniversary to view the upcoming birthdays or work anniversaries of employees within the organization.

6. Quick actions

You can perform quick actions without navigating to the respective modules.

  • At the bottom of the screen, click the Plus Quick-Actions-Button Icon for additional actions.
    • Click Post to create a post on Social.
    • Click Quick Note to create a note about any employees for your reference.
    • Click Share Feedback to share the feedback about employees.

Note: You can notify their respective managers and be anonymous while sharing feedback.

    • Click Request Feedback to request feedback about yourself or others from anyone in the organization.
    • Click Praise to praise anyone in the organization and post it on Social.
    •  Click Create IDP to create an individual development plan.

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7. Access social

You can view the posts on social.

    • At the bottom of the screen, click Social.

At the top right,

    • Click the Search Search Icon to search the posts by name, tags, and keywords.
    • Click the Filter Filters-1 Icon to filter the posts based on recent posts, popular posts, post type, and location.

You can view social posts, like them, comment on them, add reactions, and pin them.

You can edit and delete your comments on any post.

    • Click Comment on a post where you have commented, and click the Overflow Overflow Menu-2 Menu for additional actions like edit and delete.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on the post you have created and select Edit, Delete, and Pin Post as required to edit, delete, and pin the post, respectively.

Note: You can pin the posts that others have created. However, you cannot edit or delete them.

8. Access directory

You can view all the employees’ names, designations, and contact details.

    • At the bottom of the screen, click Directory.
    • Click the Call call Icon to call, message, or copy the phone number of the employee.
    • Click the Email email Icon to send an email or copy the email address.
    • Click the employee’s name to view their profile.

 9. Access apps

You can view the different modules available on the mobile application, like

However, the admins and managers have specific functionalities within certain modules. Learn more in Admin functionalities in mobile application and Manager functionalities in mobile application.

At the bottom of the screen, click Apps and navigate to the respective module as required.

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Feedback

Feedback allows you to receive valuable insights, celebrate achievements, and contribute to their professional development. Learn more in Introduction to Feedback.

Navigate to Apps > Feedback.

You can view the feedback wall, praise wall, and request tabs.

You can perform the following actions in Feedback:

Feedback and praise wall

The Feedback Wall displays all the feedback you have received and that you have requested for other employees.

The Praise Wall displays all the public praises that you and other employees of the organization received.

Click the Filter Filters-1  Icon at the top right to filter the feedback on the Feedback Wall and praises on the Praise Wall based on type, duration, and whether they are about you or others.

Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on the feedback or praise that you have shared about others and select Edit or Delete as required.

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Add and manage comments on feedback and praise

You can comment on the feedback and praise that you share.

Click the feedback or praise, click Add comments, type the comment, and click ADD.

You can edit or delete your comments.

Open your comment on the feedback or praise, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu, and select Edit or Delete as required.

Feedback requests

The Request tab displays incoming, outgoing, and ignored feedback.

Incoming is receiving feedback requests from others to give your feedback.

Outgoing is requesting others to give feedback about yourself.

Ignored is receiving feedback requests from others that you have ignored.

Click the drop-down at the top left and select Incoming, Outgoing, or Ignored as required.

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Click the Filter Filters-1 Icon at the top right to filter the feedback requests based on their status, like Pending or Responded.

Groups

Groups empower you by providing a platform to collaborate with colleagues who share similar interests, making personal and professional growth easier. Learn more in Introduction to Groups.

Navigate to Apps > Groups.

You can view the

  • My Groups tab if you are a part of it.
  • Other Groups tab to join the open group if required.

You can perform the following actions in Groups:

View my groups

Click the Filter Filters-1 Icon at the top to filter the Open, Closed, and Interest groups.

Click the Search Search-2 Icon at the top right to search for the groups by name.

Open any group, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right, and click View Information.

You can leave the group if required.

In Group Info, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and click Leave.

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You can view the posts in a group, like them, comment on them, edit, and delete your comments.

View other groups

In the Other Groups tab, you can join any group.

Open any group, click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu at the top right, and click View Information.

In the Group Info, click Join Group.

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After joining the group, you can cancel your request.

Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu and click Cancel Request.

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Notes

Notes empower you to capture, organize, and share information effectively, contributing to improved collaboration, communication, productivity, and personal development within the organization.

Add and manage notes

At the bottom of the screen, click the Plus Quick-Actions-Button-1 Icon to add a note for your reference.

You can view the notes that you have created.

Navigate to Apps > Notes.

Click the note to view its information.
Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu and select Edit or Delete as required.

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Surveys

Surveys empower you by providing a platform to share valuable feedback, fostering engagement, satisfaction, and positive change. Learn more in Introduction to Surveys.

You can perform the following actions in Surveys:

View survey

You can view the pending, submitted, and missed surveys.

Navigate to Apps > Surveys.

Click the Filter Filters-1 Icon at the top right and select the survey status Pending, Submitted, or Missed as required.

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Submit response

Open the pending survey, type your response, and click SUBMIT.

Note: After submitting the survey, you cannot edit your responses.

You can view your responses in the submitted surveys.

Team Pulse

Team Pulse empowers you by providing a platform to voice your concerns, interact with managers, and feel valued and heard. It fosters engagement, satisfaction, and positive change. Learn more in Introduction to Team Pulse.

You can perform the following actions in Team Pulse:

Submit response

You receive the notification when the admin launches Team Pulse. You can submit your responses and edit them until the pulse submission date ends.

Navigate to Apps > Team Pulse.

You can view the My Pulse tab.

Click the Period drop-down and select the period as required.

Type your responses and click Submit.

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View history

You can view the history of your responses to each question and add comments if required.

Click View History on any question.

Initiate conversation

Each question has a Comment option, where you can initiate a conversation about the particular question.

Click Comment to initiate a conversation, type your comment, and click the Send send (1)-1  Icon.

Note: You can view the Comment option only after you submit your response.

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Edit response

You can edit your responses if required.

Click the Edit Edit Icon Icon at the top right.

Note: You cannot edit your responses once the review period begins, as the managers review your responses.

Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and click View Report to view the Response & Review Rate

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Learning

Learning empowers you to take ownership of your learning and development, acquiring new skills and knowledge relevant to your roles. It fosters a culture of continuous learning and innovation, contributing to job satisfaction and success. Learn more in Introduction to Learning.

You can perform the following actions in Learning:

My learning

You will receive an in-app notification and pending action if the course is assigned to you.

Navigate to Apps > Learning > My Learning.

You can view only the active learnings in the My Learning tab.

Active learning refers to the course or learning path you are assigned or enrolled in.

You can view the learning title, progress, and author information.

Click Start or Resume to initiate and continue learning, respectively.

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Learning information

Click any learning to view its information.

You can view the following tabs for each learning:

  • Contents: It includes the sections and units of the course. Each unit displays its title, duration, and status.
  • Reviews: It includes the course reviews.
  • Info: It includes the course information and description.

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Click each unit in the Contents tab to complete it.

In the quiz unit, you can respond and submit your responses.

In the training sessions unit, you can register if the author adds you to them.

After completing the unit, click Mark Unit as Complete.

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Explore learnings and view calendar

You can perform the following actions in the My Learning tab:

  • Click the Explore Explore Icon to explore all the courses published in the organization.

       You can view the course title, duration, and reviews.

       Click the Filter Filters-1 Icon to search for the learnings based on your requirements.

       Select a learning to view its information and description.

       Click Enroll Now to enroll in the learning.

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  • Click the Calendar calendar Icon to view your learning calendar and stay notified about the due dates for courses, learning paths, and training sessions.
  • Click the Sort Sort Icon to sort the courses as active and completed.
  • Click the Search Search-2 Icon to search the courses based on their title to initiate learning.

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Add and manage review

In the Reviews tab, click Add review if the admins enable review for the course.

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Give ratings, type your comments, and click Submit.

Note: You can enable Be Anonymous if required.

You can manage your review if required.

Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu on your review and select Edit or Delete as required.

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Unenroll from learning

You can unenroll from a learning if required.

Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and click Unenroll.

Note: You cannot unenroll from the learning assigned to you.

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Growth

Growth empowers you to take ownership of your development, progress in your career, and achieve personal and professional success. Learn more in Introduction to Growth.

You can perform the following actions in Growth:

View my IDP

If you have created any IDPs, you can view them, including their status, milestones count, and due details.

Navigate to Apps > Growth > My IDP.

At the top right,

  • Click the Plus Create IDP  Icon to create IDP, type the necessary details, and click Save.
  • Click the Filter Filters Icon to filter IDPs based on their status, like Not Started, Active, On Hold, and Completed.
  • Click the Search Search-1  Icon and type the keywords to search the IDPs.
  • Click the Bulb Bulb Icon Icon to perform the following:
    • To learn about the growth process.
    • Watch the video to understand the overview of IDP.
    • Download the IDP best practices.

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Add and manage IDP

Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu at the top right of each IDP for additional actions, like add milestones, mark it as complete, edit it, put it on hold, and delete it.

If required, you can add texts, attachments, courses, and learning paths to the milestones. You can edit the milestones, delete them, and mark them as complete.

Note: You cannot edit or delete the IDP if your manager or the admin has created it. However, you can add milestones to it, mark it as complete, and put it on hold.


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Career aspiration

Admins can launch the career aspiration survey within the organization. You receive the notification on the Engagedly mobile application when they launch it. You can respond to it from your mobile.

Navigate to Apps > Growth > My IDP.

  1. Click Start on the Career Aspiration pop-up.
  2. Click Next to move to the next questions in the aspiration survey.
  3. Click Submit to submit your responses.

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You can view and edit your responses if required.

  1. Navigate to My Aspirations.

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  2.   Click the Edit edit grey-2 Icon for a question where you want to edit your response.

  3.   Edit your response and click Submit.

Note: Your manager receives a notification if you edit your response to the Role Satisfaction question. 

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You can view your response history for each question. However, you cannot edit your responses in the View History tab.

Click View History on any question.

Resources

Resources serve as a document repository for storing, organizing, and accessing various documents in an organization. It gives you an efficient way to view and download them on your mobile. Learn more in Add files and folders in Resources.

Navigate to Apps > Resources.

You can view files in the grid and list view.

Click the List View List View Icon Icon at the top right to change the view of folders and files.

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Click the folder to view the files.

Click the file to download it to your mobile.

Note: You can view the files and folders in Resources as sorted by the admin.

You can download the mobile application for a seamless journey to a more connected and streamlined work experience.