KnowledgeBase
Search or browse in depth articles, software resources and videos on everything about Appward.
People
Training Director
- Getting Started with Training Director - Ensuring that your team has the skills to execute on a daily basis starts with great training. Using the Appward Training Director app, you can create and evaluate custom-made training courses tailored to your team's needs.
Training
- Getting Started with Training - Training is a companion app to Training Director. While Training Director is used to create and manage training courses, Training is used by employees to take those courses. This guide will provide a walkthrough of the different features of the Training app and how a user can get the most out of their training experience.
Time Off
- How do I set up my company’s holidays? - You can set up your company’s holidays in the Holidays section of the app’s settings. Here, you can define holidays and their duration, which can then be displayed to everyone at your organization.
- Can I customize status colors for my organization? - Yes, you can customize notification settings by clicking the Settings button and navigating to the Notifications tab.
- Can I view a team members’ availibility before approving a request? - You can view a team member’s availability through the calendar view. The calendar view displays upcoming approved and pending time off requests.
- How do I check my remaining leave balance? - You can check your remaining leave balance by clicking the Show available time button.
- Can I provide additional comments when submitting my time off requests? - Yes, you can provide additional comments or reasons in the Reason or Comments field.
Surveys
- Getting Started with Surveys - The Surveys app, along with Survey Director, is a set of apps that improves the process of creating and managing surveys for your organization. Effortlessly share surveys within your team, enabling access through any web browser while boosting response rate through emails, notifications, and reminders.
Survey Director
- Getting Started with Survey Director - The Survey Director app, paired with Surveys, empowers you to gather feedback efficiently, equipping you with necessary insights for making well-informed, data-driven decisions. Engaging with both your employees and customers constitutes an important aspect of understanding and improving your business. In this guide, we'll cover the process of creating, deploying, and managing surveys.
Suggestions
- Getting Started with Suggestions - The Suggestions app is like a suggestion box for your team. It's a simple way for employees to share their ideas to make things better at work. This guide will cover everything you need to know about the Suggestions app including how to create a suggestion, set up a suggestion budget, request approval for the suggestion and execute on an approved suggestion.
Skills
- Getting Started with Skills - The Skills App is designed to offer thorough insight into employees' skill sets, simplifying the process of determining their areas of expertise. With Skills, you can effectively address these obstacles, improve decision-making, and fully harness your workforce's capabilities.
Shoutouts
- Getting Started with Shoutouts - The Shoutouts app gives you and your colleagues a platform for acknowledging hard work and accomplishments. With Shoutouts, everyone in the company can contribute to a healthy and thriving work environment by actively showing recognition to each other.
Reviews
- Getting Started with Reviews - The Reviews app is designed to unify all steps of the performance review process for your employees. With Reviews, you can provide feedback on your employees' overall performances and have them undergo standard evaluations to ensure they are performing well.
Recruiting
- Getting Started with Recruiting - Recruiting is an app designed to simplify your company's hiring process and streamline candidate management with a centralized job-posting, applicant-tracking, and approval-processing solution. With Recruiting, you can track your company's open roles and collaborate seamlessly with your colleagues throughout the hiring process.
Positions
- Getting Started with Positions - Positions offers a comprehensive job management solution that helps you manage job descriptions, roles, departmental objectives, and training prerequisites all in one place. Leveraging positions with your organizational framework can pave the way for your business's success.
Goals
- How do i notify someone when a goal is completed? - When you mark a goal as Complete, you have the option to notify the assignee and any member involved with the goal. This can be done through the notification options that appear.
- What is the Goals app used for? - The Goals app is an individualized growth-tracking app that encourages productivity and development through planned-out objectives. It helps manage both short and long-term goals for you and your team.
- What does “Status” indicate in a goal’s details? - The Status field determines the current state of the goal. A newly created goal starts in “Draft” mode. Changing the status to “Active” assigns the goal to the assignee. Once the goal is completed, the status can be changed to “Complete”.
- Can I assign a goal to multiple people? - No, each goal can only be assigned to a single person. However, you can add multiple members to track progress and collaborate on the goal.
- How do I track time spent on a goal? - You can track time spent on a goal within the Timelog tab. Start and stop the timer as you make progress towards the completion of your goal.
Expenses
- Expenses often require approval from stakeholders; can I notify them? - Yes, when you submit an expense report for approval, the designated managers or stakeholders are automatically notified, ensuring that they review and act on the report promptly.
- How do I modify universal members for Expenses? - You can modify the list of universal members by pressing the settings button found in the top right corner of the app screen. To make any changes, you’ll need to be an approved admin in your organization.
- How do Universal Members work in the Expenses app? - Universal Members have broader access across the app, allowing them to view and manage any Expenses record by default.
- What are the access levels of a record in Expenses? - The access levels available are Public or Members Only. If set to Public, anyone in your organization can view the record. If set to Members Only, visibility is restricted to the contacts you assign as members, ensuring controlled access.
- How can I search for specific expense reports? - You can search for specific expense reports using the search bar at the top of the Expenses app screen. Enter search parameters such as Report ID, Report Title, Status, Description, Manager, or Total Cost to find the records you’re looking for?
Employees
- Who has access to sensitive employee information? - Access to sensitive employee information is restricted to users with the appropriate roles and permissions, which can be managed in the Admin app.
- What is the Employees app used for? - The Employees app is used to streamline all employee-related data and processes. You can quickly access and update your team’s information, manage personal events, maintain sensitive data, and reduce the time and effort required for routine administrative tasks.
- What information can I manage with the Employees app? - You can manage a wide range of employee data, including general information like contact details, position, and department, as well as sensitive information such as wages, SSN, personal events, and related data like time-off requests and training records.
- Is the Employees app secure for handling sensitive information? - Yes, the Employees app is designed with security in mind. Sensitive information is protected by role-based permissions, ensuring that only authorized users can access, edit, or manage this data.
- What happens if an employee is not already listed as a contact? - If an employee is not listed as a contact, the app will automatically create a contact for them during the employee creation process.
Progress Reports
- Getting Started with Progress Reports - The Progress Reports app streamlines the creation, management, and administration of progress reports for your organization. Whether it's an employee's annual review or a financial report for your company, Progress Reports has you covered. In this guide, we'll walk you through the entire process of creating and managing your reports to ensure they are tailored to your specific needs.
Departments
- Where are department positions created? - Department positions are created in the Positions app.
- What is the Departments app used for? - Departments are the foundation of your organization, offering the structure, specialization, and coordination necessary to achieve your company’s goals. The Departments app allows you to create and manage departments efficiently within your organization.
- Why are departments important in Appward? - Departments are fundamental and are used in many of the core Appward apps such as Positions and Training Director.
- How are tags used in Departments? - Tags are custom labels used to categorize departments, providing better organization and searchability. For more on how tags are used throughout Appward, check out Using Tags.
- Can I view the employees and their positions within a department? - Yes, you can view the employees and their positions within a department. Select the department from the Departments tab, and a detailed view will display all the employees and their corresponding positions within that department. This allows you to see each employee’s name, picture, and their role in the organization.
Wages
- Getting Started with Wages - Inconsistent pay can harm a business, causing unhappy employees, high turnover, and financial losses. It's crucial to address this to keep your team happy, stable, and make better financial choices. With Appward's Wages app, you can customize base rates for company positions, aligning them with industry standards, internal equity, or performance metrics to match your organizational goals.
