Getting Started for Admins

Reviews and Check-Ins for Admins

Managing Secondary Managers Manually in Reflektive: An Admin Guide
In organizations with matrix reporting structures, project-based assignm...
How do I recover an older check-in?
As an employee, you can easily review your submitted feedback, view man...
How can we exclude certain employees/employers from writing upward feedback, such as interns?
When you include Upward Feedback in a review cycle, the system automatic...
How can admins check if the nudge emails was sent to all employees?
Admins cannot directly generate a report to check if nudge emails were s...
User Acceptance Testing for Your Review or Check-In
It's important for your team to test out your review or...
Going Live with Reviews and Check-ins
With Reflektive's Review Builder, you were able to buil...

Understanding Goal Visibility in Reviews
In performance review workflows, the review contextual panel provides qu...
Understanding Goal Categories in Reflektive
Company administrators often expect self-service controls over taxonomy ...
Going Live with Goals and Goals Check-In
Overview With Reflektive's Goals Platform...
User Acceptance Testing for Goals and Goals Check-In
After your Customer Success Manager has your instance o...
Building Teams for the Goals Platform
What are Teams? A large pain-point for man...
Setting up Goals Check-In
Goals Check-In Overview What is a Goals Ch...

Setting up Feedback (Beta)
As we are building out our Feedback platform, we're mak...

Understanding Your Recognition Experience: A Guide to Reflektive Reward Points
Recognition is most meaningful when it feels authentic and relevant to e...
Is it possible to delete 1:1 conversations with employees or managers?
As an employee or manager, you have full control over managing your 1:1 ...
Giftbit Rewards
The Giftbit Rewards system is a great option if you wan...
Preparing for a Recognition Program Rollout
Understanding the value a strong recognition program ca...
Training Resources for Recognition
A successful Reflektive administrator always prepares i...
Tips for Re-Engagement with Recognition
You are not alone if your organization has waves of eng...

Understanding How Minimum Response Thresholds Work in Reflektive Surveys
Protecting employee confidentiality is central to gathering honest, acti...
Measuring Employee Engagement: Reflektive Approach
Engagement is crucial to driving employee performance a...
Engagement Surveys: Frequently Asked Questions
Below, you'll find a number of frequently asked questio...
(COVID-19) Coronavirus Sentiment Survey
Overview The Coronavirus Sentiment Survey ...
Creating Action Plans from Engagement Reports
Action Plans are meant to drive initiatives forward by ...
Pulse Survey Question Banks
Overview Sending out regularly occurr...

How to View Drafted (Unsubmitted) Reviews for an Employee?
This guide explains how to access, view, and inspect drafted, unsubmitte...
Viewing Review Completion Status in the Intelligence Report
This guide walks you through generating and customizing a Review Complet...
Switching to a New Cycle / Dataset in People Intelligence (PI)
When analysing performance reviews, surveys, or engagement metrics, repo...
How to Switch Between Classic and New People Intelligence (PI)
Whether you prefer the familiarity of Classic Reports or want to explore...
How to Track When a Goal Was Created and Updated by an Employee
OverviewAs an administrator or manager, you can easily track when employ...
How to Track When a Review Was Submitted and The Final Report Was Delivered to an Employee
As an administrator, you can easily track when the employee submitted th...

How can an admin view check-in reports for a terminated employee?
As an admin, you can view performance reviews for past or terminated em...
How can I add a second " Admin" to the Reflektive app?
1. Standard Admin (Self-Service)Managing employee profiles, running repo...
The Reflektive Glossary
When working with a new software vendor, it's often the...
Welcome to Reflektive
Welcome to Reflektive! Your Customer Success team is ex...
The Reflektive Onboarding Process and Expectations
Welcome to Reflektive! We are incredibly excited to get...
Understanding Your Admin Dashboard
The Admin dashboard is where a Reflektive Administrator...

Subscribing to HRIS Sync Notifications in Reflektive
HRIS sync notification emails provide automated status summary means if ...
Subscribing to Reflektive Product Release Notes & Roadmap Updates
Want your team to stay informed about upcoming feature releases, platfor...
Reflektive Email Notifications
Administrators can refer to the following slide deck fo...
Announcing Reflektive to Your Employees
Real-Time Feedback > Communication To Manag...

Adding and Editing Administrator Permissions
Overview As companies and departments grow...
Supporting Employees with Multiple Managers
At Reflektive, we recognize that different organization...
New Administrative Permission Framework for Reviews
Who Does This Affect? Administrators and H...
User Management
Add/Edit/Terminate Employees It's likely t...

Setting Up Automated Employee Data Sync via SFTP
Using a Secure File Transfer Protocol (SFTP) integration allows you to a...
Hardware and Software Requirements for Reflektive
Reflektive is an employee recognition and development p...
Whitelisting Reflektive
Whitelisting is the practice of identifying entities th...
Generic SFTP - Syncing Your Employee Data with Reflektive
Data Integrity - Formatting Your Data for Reflektive ...
Workday - Syncing Your Employee Data with Reflektive
The Workday integration allows customers to easily sync...
Implementing Single Sign-On (SSO)
General RequirementsReflektive can support most Single ...

Updating Employee Email Domains or External UUIDs in Bulk
Reflektive uses both user_login (email) and external_uuid as primary uni...
Change Management for Launching Reflektive - Overview
An effective change management plan sets the foundation...
Change Management Communications
Communicating your usage of Reflektive is a critical co...
Change Management Resources
Whether you are rolling out all of Reflektive at once, ...

How to Get Your API Key
An API key connects your software directly to our platform. Because it a...
Reflektive Data Retention & Requesting a Data Destruction Certificate
OverviewAt Reflektive, we take data privacy and security seriously. This...
Embedding Reflektive
To facilitate broader reach of Reflektive Recognition, ...
Technical API Documentation
Reflektive offers API functionality, which continues to...
The Reflektive API Overview
What is an API? API stands for Application...
Localization and Language Support
As companies around the world become ...

Creating and Launching Polls
To capture employee sentiment, Reflektive grants HR Adm...