User guide

Table of Contents

1. Introduction

          1.1 How does it work

          1.2 User Actions

2. Configuration Settings

          2.1 Social Feed

          2.2 Settings

          2.3 Features

3. Create a Post

4. Managing Posts

          4.1 Edit a Post

          4.2 Reactions to a Post

          4.3 Filter Posts

          4.4 Delete a Post

          4.5 Pin and Unpin a Post

1. Introduction

Social is a module that provides a place for employees to collaborate effectively and share their thoughts within the organization.

1.1 How does it Work

  1. You create Posts to share updated information or seek help.

  2. You must enable Rewards and Gamification for the employees to earn points for each post.

  3. Users receive an email notification.

  4. Users can like, comment, and react to the posts.

Note: If your organization uses MS Teams and Slack, you also receive notifications from both platforms.

1.2 User Actions

You can perform the following actions in Social:

  • Configure Settings

  • Create and Edit a Post

  • React to the Post
  • Delete a Post
  • Pin and Unpin a Post

2. Configuration Settings

You can manage the following features under admin settings:

  • Social Feed

  • Settings

  • Features

2.1 Social Feed

The Social Feed contains all the Social feeds posted by the employees. You can check posts regularly. If you view any inappropriate posts, you can remove them.

Navigate to Settings > Social > Social Feed.

2.2 Settings

The Social Settings allows you to set welcome posts to greet new employees when they join the organization and celebrate birthdays and work anniversaries. 

Navigate to Settings > Social > Settings.

2.3 Features

The Social Features provides options to activate the following features for the employees:

  • Ask For Help

  • Idea Sharing

  • Knowledge Sharing

  • Status Update

Navigate to Settings > Social > Features.

3. Create a Post

You can Create your status updates, knowledge, and ideas and share them with everyone or with specific people or groups.

Navigate to Home > Social.

Your Post can be of four types: Share Status, Ask for Help, Share an Idea, Share Knowledge.

  • Share Status: You can share your thoughts within the organization.

  • Ask for Help: You can ask for a wide range of solutions to your problem. 

  • Share an Idea: You can share your project or business idea to explore.

  • Share Knowledge: You can share something new you learned.

4. Managing Posts

After creating a Post, you can manage posts to organize the content you and others share. It includes:

  • Edit a Post

  • Reactions to a Post

  • Filter Posts

  • Delete a Post

  • Pin and Unpin a Post

4.1 Edit a Post

You can edit your post anytime as required from the Social Feed. Learn more in Manage a Post.

4.2 Reactions to a Post

Reactions are fast ways to show feelings with emojis on Social. They make it easier to interact with posts and share how you feel. Learn more in Reactions to a Post.

4.3 Filter Posts

Filtering posts on Social is to customize your feed by keywords or hashtags and to view only the content relevant to a user's interests, ensuring a more personalized and engaging experience.

  • You can Filter Posts either by Recent posts or by Popular posts.

  • Click the Custom Filter Filter-4 Icon, where you can filter the posts using,

    • Search bar: Search posts by username, tags, or keywords. 

    • All Types: From the dropdown, select the type of post you wish to view, such as Status Update, Help, Knowledge, etc.

    • All locations: From the dropdown, select the location of post-initiation.

Note: A pinned post will always appear on the top in the Recent and Popular filters, irrespective of the post's date and activity.

4.4 Delete a Post

  • You can delete your post at any time.
  • You can delete an inappropriate post from the Social Feed. Learn more on Configuration Settings.

4.5 Pin and Unpin a Post

You can pin the posts visible on the Social Feed to always keep them at the top. This feature helps you to direct employees' attention to a specific post. A pinned post will always appear at the top of a user’s feed, irrespective of the dates. Learn more on Pin and Unpin a Post.

Learn more in the glossary to better understand the key terms of Social.