Integrate Slack with Engagedly

Table of contents

1. Introduction
2. Admin setup
   2.1. Integration process
3. Employee setup
   3.1. Connect Slack with Engagedly
4. Notifications and actions in Slack
   4.1. Social
   4.2. Goals
   4.3. Team Pulse
   4.4. Feedback
   4.5. Meetings
   4.6. Surveys

1. Introduction

Integrating Slack with Engagedly helps improve employee engagement and productivity by streamlining workflows and reducing the need to switch between applications.

With this integration, employees can receive actionable messages from Engagedly and perform certain tasks directly within Slack.

2. Admin setup

Complete these steps to enable Slack V1 for your organization.

2.1. Integration process

Admin must contact our support team to enable Slack integration for their organization. Once enabled, employees can connect their individual Slack accounts to Engagedly.

3. Employee setup

After admins complete the integration, employees can connect their Slack and Engagedly accounts.

3.1. Connect Slack with Engagedly

Prerequisites

• Access to both Slack and Engagedly.
• Slack enabled in your organization.

1. Log in to Engagedly.

2. Click your profile picture at the top right and select Account Settings.

     3.  Go to the Integrations tab.

     4.  Click CONNECT for "Slack".

     5.  In the Slack log-in window, enter the name of your workspace and click Continue.

Your Slack account is successfully integrated with your Engagedly account.

To disconnect:

Follow steps 1 to 3, then click DISCONNECT for “Slack V1”.

4. Notifications and actions in Slack

Employees receive Slack notifications for specific events in the Engagedly apps and can perform certain actions within Slack.

4.1. Social

Actions

• Like or unlike the post
• Comment on the post
• Upvote, downvote, or comment on ideas

Notifications: The post owner is notified when others like the post, like a comment, or upvote an idea.

4.2. Goals

Actions

• Mark your goal as contributing
• Add comments or key results to a goal
• Check-in on your goal
• Manager can add comments about their direct report’s goals

Notifications

• The status of your goal or key result is edited, updated, or deleted
• A goal or key result assigned to you
• Your goal assigner has changed
• Owner of your goal’s key result has changed
• Admin or manager nudges the goal owner
• You are mentioned in a goal
• Your key result is converted to a goal
• Your goal is aligned
• Manager unaligned your goal
• Your goal is followed by someone
• Your goal is locked or unlocked
• Your goal is archived or unarchived
• Manager marked a goal contributing to your goal
• Manager removes the contributing goal from your goal

4.3. Team Pulse

Actions

• Submit your responses
• Manager reviews their direct reports’ responses

Notifications

• Admin launches the team pulse
• Admin or manager nudges you

4.4. Feedback

Actions

• Share feedback
• Comment on the feedback
• View or like praise
• Comment on praise

Notifications

• When your praise is liked

4.5. Meetings

Actions: Not applicable

Notifications

• Review an upcoming meeting and add discussion points
• Review the meeting
• Organizer or participants nudge you

4.6. Surveys

Actions: Not applicable

Notifications

• Analytics is available for admins
• A new assignment is created as per the recurrence set
• You are added as a co-author
• A survey is assigned to you
• Admin nudges you to complete the survey
• You completed an assigned survey