Integrate Perform & Engage 365 with Microsoft Teams

Introduction

You can integrate Perform & Engage 365 with Microsoft Teams by installing the Perform & Engage 365 app for users across your organization.

With this integration in place, users can interact with Perform & Engage 365 and receive relevant notifications directly in Teams. For example, employees can complete check-ins and set goals, and get notified when a check-in is due or has been reviewed by their manager. Managers can review check-ins and goals, and receive notifications when they need to take action.

Managers can also share responses and kudos in Teams channels, if this is configured. For more information, see this article.

The app can be installed for all users at the organization by default, or manually by individual users.

The Microsoft 365 global admin and Teams admin can access to the Manage apps page in the Microsoft Teams admin center. Here, they can set up app permission policies, app setup policies, and custom app policies and settings to configure the app experience for users and choose which apps will be installed by default for users when they start Teams. For more information, see the Microsoft article.

 

Install the Perform & Engage 365 Teams app for everyone at the organization, or specific users and groups

Required role: Microsoft 365 global admin or Teams admin.

You can install the Perform & Engage 365 Teams app from the Manage apps page in the Microsoft Teams admin center. Under the All apps tab, search for "Perform & Engage 365". To learn about organization-wide Teams installation options, see this Microsoft article.

When the installation is complete, users can access Perform & Engage 365 via Teams. Additionally, Super admins can see a purple Microsoft Teams icon next to the users' names in Organization > Manage.

 

Pin the Perform & Engage 365 app to users’ Teams toolbars

Required role: Microsoft 365 global admin or Teams admin.

Optionally, you can pin Perform & Engage 365 for everyone or change the order of the installed apps. For more information, see this Microsoft article.

 

Customize the Perform & Engage 365 app for Microsoft Teams

Required role: Microsoft 365 global admin or Teams admin.

You can customize the Perform & Engage 365 app in the Microsoft Teams admin center to align its look and feel with your brand identity, or retain the legacy Weekly10 name and brand. You can revert to the original Perform & Engage 365 brand identity by resetting the customization.

 

Customize the Perform & Engage 365 app

1. In the Microsoft Teams admin center, go to Teams apps > Manage apps.

2. Search for Perform & Engage 365 and select it. The app's page opens.

3. Select Customize.

4. In the App details section of the opened Edit customization sidebar, complete the relevant fields to add customization.

5. In the Icons section, you can replace the Color icon, Outline icon, and the app Accent color.

For more information about Teams app customization, see this Microsoft article.

 

 

Retain the Weekly10 brand

To retain the Weekly10 brand, follow the instructions for replacing the brand. Download the Weekly10 Color Icon and the Outline Icon.

For further customization, you can use the following Weekly10 brand colors:

• Midnight (dark) blue; HEX: 052E5E
• Midday (light) blue; HEX: 00B0F0
• Sunrise orange; HEX: FFA300
• Sunset pink: HEX: ED6670.

 

Reset the Teams app customization

If you want to revert to the original Perform & Engage 365 brand identity, follow these steps:

1. In the Microsoft Teams admin center, go to Teams apps > Manage apps.

2. Search for Perform & Engage 365 and select it. The app's page opens.

3. Select Actions > Reset to default in the top right-hand corner.

 

 

Add the Perform & Engage 365 app to Microsoft Teams manually

Required role: Employee

If users at your organization already have a valid Zensai account and a Perform & Engage 365 license, they can install the Perform & Engage 365 app in their Teams app themselves.

1. In Microsoft Teams, select the Apps icon on the sidebar. In the search field, enter "Perform & Engage 365."

2. Select the Perform & Engage 365 app and choose Add.

3. Follow any on-screen prompts to complete the installation.