Partner's Guide

How to Create a Tenant

Create a New Tenant:

  • Click on the “Create new tenant” button.
  • Enter the company name.
  • Add a description.
  • Note: At this stage, you cannot add employees; this action will be performed later.
  • Once the initial setup is completed, you can manage your tenant.

Add Employees to a Tenant:

  • Click on the “Manage” button.
  • A list of already added employees will appear.

 

Add an Employee Manually:

  • First Name
  • Last Name
  • Email
  • Role
  • Job Position (you can create new positions or select an existing one).
  • Projects and Groups (following the same process as positions).
  • Leader (optional).
  • Click on “Add Employee”

 

Upload a CSV File:

  • Use this option to add employees in bulk.

 

Manage Existing Employees:

  • To delete a user, click on the “Delete” button on the right.
  • To edit a user, click on the “Edit” button on the right.

 

Users are directly assigned to the respective tenant.

View a Created Tenant's Dashboard

Access the Dashboard:

Click on the card of the created tenant or any other previously created tenant.

You will be redirected to a view with three main cards:

  • Go to Admin Panel
  • View My Objectives
  • Run Teammate Assessment

 

Menu Options:

  • Home
  • My Account
  • Subscriptions
  • Manage Employees
  • Objectives
  • Assessment

Create a New Assessment

Access:

  • Within the tenant, click on “Go to Admin Panel”.

Creation Process:

  • Click on “Create new assessment”.
  • Enter the assessment name.
  • Upload a CSV file with the objectives to evaluate (Download available template).
  • Assign the relevant area (if no areas exist, you can create them on the spot, and they will be available for future assessments).
  • Select the users to evaluate.
  • Click on “Create assessment”.

Assign Evaluators:

After creating the assessment, you can assign evaluators in two ways:

  • Manual: Select evaluators manually.
  • AI Recommendations: Get automatic suggestions to assign evaluators.
  • Once ready, click on “Confirm Evaluators”.

Reports:

Once the evaluation period ends, you can generate:

  • Individual reports.
  • General reports of all completed evaluations.

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