The Admin dashboard is where a Reflektive Administrator handles many day-to-day tasks. It's possible that you'll only see a partial list of admin functions on the left-hand menu - this means that you may only have partial administrator privileges. If you are missing a function essential to your duties, please contact firstname.lastname@example.org to get it switched on for you.
Below, we'll go through a high-level overview of each of these menu items.
The employees tab is where you perform user management related tasks. You have the ability to search/add/edit/terminate employees from here.
For employees who have gone through managerial changes, it's important to keep those relationships up to date, as it has effects throughout the rest of Reflektive. You can also easily update any piece of employee data here as well.
Certain administrators will have the ability to perform a Proxy Login, meaning they are able to log in as another in the system. To see if this feature is appropriate for your company, please contact your Customer Success Manager.
The Reviews/Check-Ins tab is your control center for everything related to review/check-in cycle creation and administration. The main screen allows you to Create New Review and Clone Past Review. You will also see, in reverse chronological order, all the review/check-in cycles that you are an administrator for.
Screenshot of the Review List.
When you click on Create New Review, you launch the Review Builder tool and are able to select which type of review/check-in is appropriate.
The imports tab pertains to changing review ratings within Reflektive in bulk. It allows you to upload an excel file with the updated calibrations data.
The Reports tab contains our self-service reporting tool, which allows the admin to export specific reports and data sets straight from Reflektive. In this section, you will find reports for Real-Time Feedback, Reviews/Check-Ins, Goals, Polls, and Employee data. You will see previews of certain reports in this section, and you'll be able to export full reports as a .csv.
Not to be confused with the Imports tab, the Calibration tab allows you select an existing review/check-in cycle and make edits on the fly with the Live Calibration tool.
In the Integrations tab, you'll be able to enable and configure Reflektive's Slack integration that allow the flow of information between Reflektive and Slack.
Please review the resource below to learn more about how Reflektive's Slack integration works.
For more information on Reflektive's Slack integration, please reach out to your Customer Success Manager.