Super admin deep dive 2: Language, attributes, data imports
System language, attributes and competencies, imports (documents, user data, financials)
Welcome to the "Super admin deep dive 2: User management, reporting, campaigns and tools" support article! This comprehensive guide is designed to help super admins master the intricacies of user management, configure admin privileges, and effectively use reporting tools. From editing user details to managing system settings, this article provides step-by-step instructions and an informative video guide to ensure you have all the knowledge you need. Dive in and take control of your admin responsibilities with confidence!
Video guide
Click on the video to view and jump to different sections
System and module settings
- 00:00 Settings (Enable, rename, re-order and configure modules)
- 02:39 Fast Feedback module (module settings, info pop-ups, CSR program, email templates, notification settings)
- 09:36 Objectives module
- 10:49 Updating logo, support email for user change requests, configure language and nomenclature, system emails, Attributes, competencies and leadership views
Attributes, competencies and leadership views
- 13:04 Attributes (Add/Update Roles, Departments, Locations, Financial table rows and columns, adding filters)
- 17:07 Competencies (Add/update competency, competency rating grids)
- 21:05 Leadership views (create and assign extended views across select modules and users) and Tags
Importing documents, employee and financial data
- 24:30 Import documents (Adding documents - key or private documents)
- 26:05 Import employee data in bulk (HRIS sync, data upload format and process)
- 33:08 Import financial data (CSV format and upload process)
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