The Zensai app in Microsoft Teams and its functionality

Introduction

The Zensai app in Microsoft Teams combines the functionality of Learn365 and Perform & Engage 365. It enables users to access learning, performance, and engagement features in one place within Microsoft Teams.

With the Zensai app, users can complete training, view training data, manage goals, submit check-ins, and perform other actions without switching between separate apps. 

In this article, you'll find how use and navigate around the Zensai app.  

The Home section

After installing and opening the Zensai app in Microsoft Teams, users see the Home section.

The Home section of the Zensai app contains: 

• A list of Learn365 and Perform & Engage 365 items requiring the user’s attention.
• Quick links.

The list of items requiring the user’s attention includes: 

• Learn365 training that is either overdue or has a due date in the next 14 days. Selecting training from the list redirects the user to the training page in the Learn section of the Zensai app.
• Overdue and next scheduled Perform & Engage 365 check-ins. Selecting a check-in from the list redirects the user to the check-in page in the Perform & Engage 365 section of the Zensai app.
• Active Perform & Engage 365 conversations requiring the user’s action. For example, at the current conversation stage, the user needs to provide feedback and send the conversation to the next stage. Selecting a conversation from the list redirects the user to the actual conversation stage in the Perform & Engage 365 section of the Zensai app.

The order of the items in the list is determined by the urgency of the item. For example, overdue Learn365 training is more urgent than training with a due date in the future. However, you can sort the list (ascending or descending) by selecting any of the column headings:

• Title of the item.
• Status of the item: Overdue or Due Soon.
• Type of the item: Instructor-Led Training, Check-in, etc.
• Due date of the item. 

The list is automatically updated every time the user opens the Home section.

The Quick links subsection at the bottom of the Home section contains links that enable users to go to specific areas of the Zensai app, such as My Training, Check-ins, Catalog, etc.

The Learn365 section

The Learn365 > Learn page contains the following sections that provide users access to the same interfaces and functionality as the web version of My Training Dashboard:

• Overview provides information about the learner’s current and upcoming training.
• My training shows training the learner is enrolled in.
• Course catalog provides an overview of all published training in a catalog.
• Assessments enables course assessment supervisors to view and review assessments.  
• Certificates shows the certificate details.
• Transcript shows learners all the training they're enrolled in, all planned, valid, expiring, and expired certificates, and all planned, valid, and revoked skills across all catalogs to which they have access.
• CEUs shows learners an overview of their received continuing education units.
• Leaderboard displays the ranking of users on the tenant based on the total number of completed courses and training plans, earned CEUs, and acquired certificates.

The Perform & Engage 365 section

The Perform & Engage 365 section contains two pages: 

• The Me page contains information about the user, including:
  • The Me dashboard. Displays Perform & Engage 365 information about users, including their profile data, check-in history, goal progress, recent activity, etc.
    Selecting Settings in the top right-hand corner of the screen opens the dashboard settings, where users can select the information they want to display on the dashboard.
  • Check-ins. Displays a list of check-ins. Selecting a check-in redirects users to the check-in form. 
    At the top of the list, users can select Complete Check-in to complete their next scheduled check-in.
  • Responses. Displays a list of responses to check-in questions. Selecting a response redirects users to the response details. 
    Selecting the filter icon in the top right-hand corner of the screen opens the visibility settings, where users can select the responses they want to display.
  • Conversations. Displays a list of conversations. Selecting a conversation redirects users to the conversation details. 
  • Goals or OKRs. Displays information about goals and OKRs. This is identical to the Goals and OKRs pages on the web version of Perform & Engage 365.

• The My Team page shows information about the user’s team and organization, including:
  • The search bar at the top of the left navigation menu. Enter the first few characters of the name of a person from your organization to find them in the list. Selecting the person opens their dashboard.
  • The My Team dashboard. Displays Perform & Engage 365 information about a user’s team, including a check-in summary, goal and OKR details, recent team activity, etc. 
    Selecting Settings in the top right-hand corner of the screen opens the dashboard settings, where users can select the information they want to display on the dashboard.
  • Check-ins. Displays a list of check-ins of the user's team members. Selecting the filter icon in the top right-hand corner of the screen opens a list of employees, where users can select check-ins of team members they want to display. 
  • Conversations. Displays a list of team conversations. Selecting a conversation redirects users to the conversation details.
  • Goals or OKRs. Displays information about goals and OKRs. This is identical to the Goals and OKRs pages on the web version of Perform & Engage 365.
  • The Department and Organization dashboards. Display Perform & Engage 365 information about a user’s department and organization, respectively. This information includes a check-in summary, sentiment analysis, engagement score, etc.
    Selecting the filter icon in the top right-hand corner of the screen opens the visibility settings, where users can select what information they want to display on the dashboards.

The visibility of sections on the My Team page depends on the user's role:

• Managers can view all the data related to their team.
• Department admins can view the Department dashboard.
• Super admins can view all data and dashboards, including the Organization dashboard.

User navigation in the Zensai app

When a user is on the Home section, the left navigation menu displays all available Zensai app sections. Selecting the menu icon ( ) in the top left-hand corner of the screen hides and unhides the navigation menu.

When a user is on the Learn365 or Perform & Engage 365 section, selecting the section name in the top left-hand corner of the screen opens a drop-down menu, which shows Zensai app sections.

The About section

From the About section, users can get a summary of the app functionality, current version, contact information, and quick links to the Zensai website, privacy policy, and terms of use. To open the About section, select the three-dot icon in the top right-hand corner > About.