Overview of the home page

Table of contents

1. Introduction

2. Additional features

3. Glimpse of the product

1. Introduction

The Engagedly home page serves as the landing page for all users, regardless of their roles within the platform. After you log in, you will land on the overview page, where you can view the pending actions, highlighting the information that requires your immediate action.

Click your profile photo at the top right and select the options as required to perform the following actions:

• Impersonate: You can temporarily assume the role of another user within the platform for administrative purposes, enabling you to experience the platform as if you were that selected individual.
• Manage Profile: 
  • You can view your profile photo, name, and email address.

  Click the Hierarchy Icon next to your name to view the organization chart.

  The interactive chart displays all employees and allows you to perform the following actions:

  Search: Use the search bar to find an employee, and click their name to view their profile.

  Download: Click the Download Icon at the top right to download the employee list (current or all).

  View teams: A manager’s team members are listed below their name.

  Click Direct Reportees under the manager’s name.

Manage profile has multiple tabs.

• • Profile Info: View and update your personal information and profile picture.

• • Preferences: Customize your preferences to personalize your experience on the platform.

Use the GENERAL settings to manage the following:

• • • Select your language preference to view the platform interface.
    • Select a default landing page to view when you log in.
    • Set your preferred time zone to ensure all date- and time-based activities reflect correctly based on your location.
    • Anniversary and birthday visibility: Enable the setting to choose whether your work anniversary and birthday appear on the organization’s feed wall.

Manage NOTIFICATIONS by controlling how you receive updates and alerts. Enable or disable email notifications based on your preferences.

• • Integrations: View your organization’s integrated applications. You can connect and disconnect from them as required.
  • Documents: Upload your documents, delete them, and export them if required. While uploading, you can notify your manager. Anyone in the organization can view the employees' information in the public profile if admins enable public visibility.

• Change Password: You can change your password.
• Settings: It offers comprehensive details on users, groups, organization settings, audit logs, integrations, billing information, and module-specific settings. You can customize the settings as required, and they will reflect on all employee accounts in the organization.
• Sign Out: You can sign out of the platform.
• Customize Theme Colors: You can customize the platform with your organization's brand colors and upload a logo that reflects on all employee accounts.

• Click the Bell Icon that gives in-app notifications based on pending actions and other organizational activities.
• Click the Speaker Icon to view product updates, share your ideas for new features, and explore our roadmap for product enhancements.

Underneath the pending actions, you can view the following modules, which offer concise overviews, enabling you to access their information from the home page without navigating to each module.

• Goals
• Feedback
• Learning
• Growth

On the right side, you can view your photo, which is updated from your profile. The rank, points, and badges are related to the Rewards module. Accumulated points determine your rank and unlock the badges representing your achievements.

Learn more in Introduction to Rewards.

• Hover over your photo to view your details.
• Click Rank to view your position in the leaderboard.
• Click Points to view all the points you earned.
• Hover over the badges to view their names.

The Sentiment Trend gives a pattern of sentiment expressed through your weekly pulse responses.

2. Additional features

You can access the additional features on the home page:

• Click Manage Widgets to manage the visibility of the modules Goals, Feedback, Learning, and Growth on the home page.
• View the Org Directory and help articles in the Resources section.
• Add internal and external links for quick access in Quick Links.
• Filter between Birthdays and Anniversaries in the Celebrations section to view upcoming events.
• Click the Download Icon in the Celebrations section to download a list of all employees' birthdays and work anniversaries in the organization.
• View your team information, including manager, skip manager, HR manager, secondary manager, and secondary team in My Circle. It helps you understand your workplace relationships.

On the left pane, you can view

• Home tab if you are an employee.
• Home and Teams tabs if you are a manager.
• Home and Admin tabs if you are an admin.

Employees can also view the Manage tab on the left pane if admins assign them certain permissions. This tab allows them to oversee the functions of the respective modules based on their permissions. Learn more in the Overview of user management.

On the left pane, you can view your Talent Profile, including your profile, org chart, performance reviews, goals, and other details.

The admins can access the Settings on the left pane to configure the module-specific settings.

At the bottom right, click to get help, access resources, chat with Marissa AI, contact our support team, and visit Engagedly Academy, which offers a range of courses, certifications, and innovative learning solutions.

The home page enhances the user experience by offering a comprehensive snapshot of activities and enabling quick navigation, leading to increased engagement and productivity on the Engagedly platform.