- Click on your profile icon to go to settings.
- Click "Settings".
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Please refer to this link to view "Employee Settings in the Peoplebox Dashboard": https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1727349574-employee-settings-in-the-peoplebox-dashboard
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Go to "General Settings" under Workspace settings, then choose your "Company Time Zone" from the dropdown menu.
- You can also choose your manager from the "Key Leader" dropdown menu.
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Click on "Employees" under the Workspace settings.
Please refer to these links to learn more about Employees: -
Click on "Departments" under Workspace settings.
Please refer to these links to learn more about Departments: -
Click on "Permissions" under Workspace settings. You can add super admins by clicking the "Add Super Admin" button.
- Click "Create Custom Role" to create new roles.
Please refer to these links to learn more about creating Custom Roles: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726660229-creating-a-custom-role-in-peoplebox-dashboard
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Click on "Integrations" under Workspace settings.
Please refer to these links to learn more about Integrations: -
Click on "Single Sign-On" under Workspace settings.
Please refer to this link to learn more about Single Sign-On: -
Click on "Billing & Payments" under Workspace settings. If you want to change your plan, you can do so by clicking the "Change Plan" button.
- Click on "Goals" under "Products." In the "Activity Logs" section, you can see all recent changes made to the goals. By exporting the CSV, you can view all these changes in a single sheet.
- In the "Settings" section, adjust the Goal Planning Year as needed.
- Under "Goal Progress Update," change the Check-in frequency of goals from the dropdown menu.
- Click on "1-on-1s" under "Products." In the "Settings" section, you can adjust the 1-on-1 settings as needed.
- Click on "Surveys" under "Products." Then click on "Add Custom Driver" to add new drivers.
