Configure advanced organization settings in Perform & Engage 365

Introduction

Organization admins can apply settings for the entire organization in Perform & Engage 365.

Employees can change some of these settings by selecting the cog icon at the top of their dashboard then User Settings. You can identify these settings by looking for the icon.

In this article:

• Configure advanced organization settings
• General Configuration
• AI Configuration
• Analytics
• Branding Configuration
• Check-ins
• Competencies
• Compliance/Data Protection
• Conversations
• Employee Profiles
• Feedback
• Financial
• Goals/OKRs
• Leave Management
• Manager Dashboard
• Microsoft Teams
• Talent Management

Configure advanced organization settings

Required role: Organization admin.

Select the cog icon at the top of your dashboard then Advanced Organization Settings. The Account Settings page opens. Advanced organization settings are grouped by topic.

As you update advanced settings, select Save settings in the relevant section to apply them.

Next to Save settings in each section, you'll see the number of settings in each section.

You can expand and collapse all the sections on the page by selecting Expand all and Collapse all (the double arrow icon) above the first section, on the right-hand side of the screen.

As you scroll down the page, you can quickly return to the top by selecting the up arrow icon, which is displayed in the bottom right-hand corner of the page.

General Configuration

This section enables you to configure your general organization and account settings.

• Enter your organization's display name in the Account Display Name field.
• Enter the name of the primary contact for this account in the Primary Contact Name field.
• Enter the email address of the primary contact for this account in the Primary Contact Email field.
• Enter the telephone number of the primary contact for this account in the Contact Telephone Number field.
• Select the time zone for the account from the Default TZ drop-down list. All date-based functionality will use this time zone. Individual employees can choose a different time zone in User Settings.
• Select the Default language for the account from the drop-down list. Individual employees can choose a different language in User Settings.
• Select the Enable check-in function checkbox, if required. The check-in function is a regular, online touch point with employees.
• Select the Enable conversations function checkbox, if required. Conversations facilitate one-to-ones, performance reviews, and face-to-face conversations.
• Select the Enable Goals checkbox if you want to allow goals to be set and managed.
• Select the Enable OKRs support checkbox if you want to use the OKR framework for goal setting.
• Select the Enable ad hoc (anytime) feedback checkbox if you want to enable employees to request and provide peer-to-peer feedback at any time.
• Select the Enable training feature checkbox if you want to allow employees to record training in their profile.
• Select the Enable follow function checkbox if you want to enable employees to request to follow other employees.
• Select the Auto-verify new users checkbox if you don't require new employees to verify their account via email.
• Select the SSO only checkbox to ensure users can access Perform & Engage only if they use single sign-on (SSO).

The following setting is available when you select the Show advanced settings link:

• Select the Enable enhanced support checkbox only if you agree to a request by a member of Zensai Product Support. When selected, Zensai Product Support can track activity to assist with their investigation into support tickets.

AI Configuration

This section enables you to configure AI functionality in Perform & Engage 365.

• Select the Enable AI checkbox if you want to enable AI functionality at your organization.
• Enter Your organization's industry to help AI generate more relevant suggestions, if required.

Analytics

This section enables you to configure the Perform & Engage 365 analytics that are available for your organization.

• Select the Enable Analytics checkbox if you want to show analytics screens across Perform & Engage 365.
• Select the required Default analytics period from the drop-down list. This is the default period filtered on analytics screens.

Branding Configuration

This section enables you to configure your organization's branding and styling in Perform & Engage 365.

• To add your organization's logo, in the Custom company logo section, select Choose File, then navigate to and select your organization's logo.
• To apply an accent color, in the Company accent color section, enter or paste the relevant Color Hex code.
• To apply a header color, in the Custom header color section, enter or paste the relevant Color Hex code.

Check-ins

This section enables you to configure settings for regular employee check-ins.

• If you select the Allow completion of all overdue check-ins checkbox, employees can complete all their overdue check-ins. Otherwise, employees can complete only their most recent overdue check-in.
• If you select the Manual mark reviewed checkbox, managers will have to select Mark as Reviewed to indicate they have reviewed a check-in. Otherwise, check-ins are automatically marked as reviewed when they are viewed.

The following settings are available when you select the Show advanced settings link:

• Select the Save blank check-in responses checkbox if you want to store blank responses when employees don't answer a check-in question.
• Select the Allow sub-goal comments in check-in checkbox if you want to allow employees to add comments against sub-goals in their check-in.
• Select the Don’t show goals in check-ins checkbox if don't want to allow goal review and update in employee check-ins.

Competencies

This section enables you to configure employee competencies, which are used for performance and talent management.

In the Competency labels table, you can:

• Edit an existing label.
• Add a competency label by selecting + then entering a label one.
• Delete a competency label by selecting the bin icon then the tick icon.

The following settings are available when you select the Show advanced settings link:

• Enter the Low range of competency. This is the lowest level of competency. For example, if you implement a 0 to 4 scale, this would be 0. This must be an integer.
• Enter the High range of competency. This is the highest level of competency. For example, if you implement a 0 to 4 scale, this would be 4. This must be an integer.
• Enter the amount the competency can increment by in the Competency increments amount field.

Compliance/Data Protection

This section enables you to configure data and privacy compliance settings.

• If you select the Disable manual user management checkbox, your organization can add and remove users only via an integration (such as Microsoft Entra ID).
• If you want to replace the default Perform & Engage 365 text for privacy and terms, enter your customized text in the Custom compliance text in welcome email.
• If you select the Disable manual Department management checkbox, your organization can add and remove departments only via an integration (such as Microsoft Entra ID).

Conversations

This section enables you to configure conversation and plan settings.

Select the Allows a user to be assigned a conversation plan based on their second, third and fourth Department checkbox, if required.

Employee Profiles

This section enables you to configure employee profile settings.

If you select the Employee file upload checkbox, employees can upload files to their profile.

Feedback

This section enables you to configure peer-to-peer feedback.

If you select the Allow external feedback requests checkbox, employees can request ad-hoc feedback from people outside of the organization using an email address.

Financial

This section enables you to configure and manage financial years and periods.

1. To add a new period and/or a financial year, select Add new.

2. Enter the Period short name, for example Q1.

3. Enter the Period long name, for example Quarter 1.

4. Enter the Period year (the financial year to which the period relates), for example 25.

5. Select the Start date and End date of the period from the respective calendars.

6. Repeat steps 1 to 5 for all the periods in the financial year.

7. To configure periods for a different financial year, repeat steps 1 to 6 and enter a different Period year.

8. To delete a period, select Delete next to the relevant period.

Goals/OKRs

Goal and OKR settings that are sufficient for the whole workflow are set up by default but you can customize them here.

• Select the Multiple parent/aligned goals checkbox if you want to align a goal to multiple goals. If deselected, you can align a goal only to one other goal.
• Select the Enable goals dashboard if you want to show the goal analytics dashboard.
• Select the Allow OKRs to be aligned to key results checkbox if you want to align the objective of an OKR to the key result of another OKR.
• Select the Default Currency for the metrics from the drop-down list.
• Select the Additional Currency for the metrics from the drop-down list. If you need a third currency for your metrics, contact Zensai Product Support.
• Select the Enable goal bank checkbox if you want users to be able to select goals from the example goal bank.
• Select the type of goals used at organization, team, personal, and department levels from the respective drop-down lists. For each level, you can set up a goal type: OKRs, Goals, or Default. The Default is the goal type (OKRs or Goals) you chose for the organization upfront.
• Select the Allow Department to Department goal/OKR alignment checkbox if you want to align a goal to a goal from a different department.

The following settings are available when you select the Show advanced settings link:

• Select the Manager only deletion for personal goals checkbox to ensure only a manager can delete personal goals. If deselected, employees can delete their personal goals as well.
• Select the personal, team, and department goal and OKR visibility from the respective drop-down lists. There are two visibility options, Public and Line of sight, for each level. Line of sight means a goal is visible according to the hierarchy, for example, a team goal is visible only to employees from the team. Public means a goal is visible to everyone in the organization, if they filter and search for this goal or OKR. You can also change this setting for separate goals or OKRs when creating or editing them.
• Select the Default OKR/Goal RAG calculation for Personal, Team, or Department (uses target) checkboxes if you want the RAG (red, amber, green) calculation to take only target metrics into account and ignore time-based calculations. You can also change this setting for separate goals or OKRs when creating or editing them.
• Select the Hide Organization, Team, Personal, or Department quick filter on goals view checkboxes if you don't want to show the selected level at the top of the Goals page.
• Enter the number of Parent Goal Levels. This number (between one and three) defines which goal levels are available as parent goals when aligning goals or OKRs. For example, if it’s set to two, you can align personal goals to team or department goals. If it’s set to one, you can align them to team goals only.
• Select the Disable category creation checkbox if you don't want to create a new category when creating or editing goals or OKRs.
• Enter the OKR RAG thresholds and Goal RAG thresholds. The thresholds for goal and OKR RAG (red, amber, green) calculations state at which point the goal/OKR status changes its color from red to amber and from amber to green. For example, if the threshold is set to 90,80, the goal/OKR status turns amber when it reaches exactly 80% of its time or target goal, and turns green when it reaches exactly 90%. 

Leave Management

This section enables you to configure leave management settings.

1. Select the Show advanced settings link.

2. In the Default hours per work day field, enter the number of hours that represents a single day of vacation.

Manager Dashboard

This section enables you to configure manager-facing dashboard settings.

If you select the Hide recognition on manager dashboard checkbox, employee mention and pass-up data won't be displayed on the manager dashboard.

Microsoft Teams

This section enables you to configure the Microsoft Teams app.

• Enter the adaptive card-based welcome message you want to display in the Welcome message in Teams (adaptive card format) - when no account exists for user field.
• Enter the adaptive card-based welcome message you want to display when no user account exists in the Welcome message in Teams (adaptive card format) - when no account exists for user field.

Talent Management

This section enables you to configure talent management feature settings.

• Enter the label for each grid on the talent map in the Talent grid labels field.
• Enter the description for each grid on the talent map in the Talent grid descriptions field.
• Select the Enable Talent Mapping functionality checkbox to enable this functionality across your organization.