Outlines the Integrated Teams app/Engagement IQ Module for the Administrator role
Microsoft Teams App Integrated with Performance Pro
A new Microsoft Teams application, integrated with Performance Pro, is now available. This app contains an engagement component that helps managers gauge how their employees are feeling about their work life on a weekly basis and nine engagement pillars that can be interacted with at any time.
The application is available for administrators, managers, and employees. Other upcoming features include a rewards component and a check-in tool.
Note: Currently, there can be no customization of the application (custom terms, color schemes, content, dashboard.)
Accessing Teams
Go to https://teams.microsoft.com.
Log in to your Microsoft account.
Once in Teams, click the Performance Pro icon on the side menu and enter your Performance Pro login. Enter the Client ID provided to you. Once logged in, you will default to your highest role (administrator, manager, or employee.)
Administrator Dashboard
The roles available to you appear on the top, right side and will default to the administrator’s view. You can switch to Manager or Employee role by clicking on it.
The administrator dashboard is divided into two sections. The section on the left, by default, displays the cards of all users in your system. The right side displays all notifications in the feed.
Selecting Employees/Filtering/Sorting
All users in the system are visible to the administrator. A Filter and Sort function, located at the top of the Weekly Pulse Responses section, allows administrators to select certain employees, filter, or sort the displayed user cards.
Note: The Manager role does not have this capability.
All users in the system appear in alphabetical order from the “All Employees” dropdown. Choosing an employee from the list will dismiss all the user cards except for the selected user. Clicking “Clear” will restore the full display of user cards.
To filter the user cards:
Click “Filter.”
From the “Filter By” dropdown, choose a category. Category choices are:
- Manager
- Position
- Department
- Division
- Location
Once a category choice is made, the list will show options within that category to filter your choice further. Click the desired checkboxes and then “Save.” The user cards will display according to your filter choices. Clicking “Clear” will clear all your choices and all user cards will display again.
To sort the user cards:
You can sort the list of user cards that is displaying by clicking “Sort.” Sorting options are:
- Pulse Rating (newest to oldest) – this is the default sort
- Pulse Rating (oldest to newest)
- Employee Name (A->Z)
- Employee Name (Z->A)
- Pulse Rating (lowest to highest)
- Pulse Rating (highest to lowest)
Click the desired option and then “Save.” The user cards will display according to your sort choice. Clicking “Clear” will clear your choice and display the user cards in default alphabetical order.
When you leave the administrator dashboard, filter and sort choices will automatically clear.
Employee Card
The individual employee card displays and functions the same as in the Manager role. The only difference is that there is no “Send Performance Note” function for the administrator. (See Manager Guide for more information.)
Notifications
The notifications feed displays and functions the same as in the Manager role except notifications for all users in the system will display for the administrator, not just direct reports. (See Manager Guide for more information.)
Engagement Profile Screen
Clicking the Profile button on an employee’s card will open the engagement profile on that employee. This screen displays and functions the same as in the Manager role. (See Manager Guide for more information.)
