Whether you're using Perform & Engage 365 on Microsoft Teams or web, the experience is almost identical.
The platform is spilt across a number of tabs that you may, or may not, have access to depending on your access rights. These tabs are:
- The 'Me' tab (for everyone)
- The 'My team' tab (for managers)
- The 'Organisation' tab (for admins and HR)
What is the 'Organisation' tab?
Note: The 'Organisation' tab is currently only available via the Perform & Engage 365 platform for web. It will be available within the Microsoft Teams platform soon however.
The 'Organisation' tab is the central hub for all admin users.
It allows the complete control of check-ins, questions, goals and user management. It also allows access to Perform & Engage 365's powerful analytics tools including 10Pulse and sentiment analysis.
From it, the 'Organisation' tab allows admin users to make wide-sweeping changes to the Perform & Engage 365 process for everyone inside their business.
Within the 'Organisation' tab's dashboard you can:
- Access a larger number of additional screens including:
- Tags: Set-up hashtags that add additional context to a piece of feedback in a check-in
- Departments: See current and create new departments
- Questions: Review, edit, add and archive questions
- Check-ins: Review and edit your check-in schedules
- OKRs or Goals: Review, edit, add and archive OKRs or goals
- Conversations: Create, assign and manage performance conversations (e.g. reviews & 1:1s)
- Manage: Manage and add users, edit organisational hierarchy and create new teams
- Reports: Access any requested canned reports
- View sentiment and check-in participation data
- Review active organisation-level questions
- Manage and view current employees using Perform & Engage 365
- View talent mapping data if available (Momentum users only)
- View 10Pulse employee engagement data
- View active conversation campaigns
- View the mentions feed to see who is recognising who and why