All Articles
239 articles, sorted by most recent
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Live Translate FAQ Faq
Answers to common setup and operating questions about Live Translate — for the admin running it.
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Live Boards FAQ Faq
Answers to common setup and operating questions about Live Boards — for the admin running it.
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Live Assist App Overview Apps
How to set up and run Live Assist — real-time remote video calls started from work orders, inspections, incidents, chat rooms, Lone Worker alerts and other records.
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Live Assist FAQ Faq
Answers to common setup and operating questions about Live Assist — for the admin running it.
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Libraries App Overview Apps
How to set up and run the Libraries app — curate company resources, forms, links, and internal records into targeted, permission-controlled collections.
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Libraries FAQ Faq
Answers to common setup and operating questions about Libraries — for the admin running it, and for the employees and library managers who use it.
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Levels & Badges App Overview Apps
How Levels & Badges awards XP for everyday work, organizes progress into tiers and badges, and surfaces leaderboards — with setup steps and settings.
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Levels & Badges FAQ Faq
Answers to common setup and operating questions about Levels & Badges — for the admin running it.
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Leave Management App Overview Apps
Set up and run time-off policies, accrual plans, blackout periods, and approval workflows for your organization.
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Leave Management FAQ Faq
Answers to common setup and operating questions about Leave Management — for the admin running it.
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Leader Rounds FAQ Faq
Answers to common setup and operating questions about Leader Rounds — cadence, the due list, the stoplight ledger, themes, reminders, and what employees see.
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Job Descriptions App Overview Apps
How to set up and run Job Descriptions — one structured, versioned document per job title, with approvals, acknowledgment, compliance checks, and PDF and Word export.
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Job Descriptions FAQ Faq
Answers to common setup and operating questions about Job Descriptions — publishing, versions, approvals, acknowledgment, re-acknowledgment campaigns, import, and the compliance...
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Interview Scheduler App Overview Apps
How to set up and run Interview Scheduler — scheduling, availability, question banks, scorecards, and candidate self-scheduling.
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Interview Scheduler FAQ Faq
Answers to common setup and operating questions about Interview Scheduler — for the admin running it.
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Inspections App Overview Apps
How to set up and run Inspections — building templates, scheduling recurring checks, running facility sweeps, tracking corrective actions, and managing external visit logs.
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Inspections FAQ Faq
Answers to common setup, access and day-to-day questions about Inspections — for the admin running it, the managers overseeing it and the inspectors using it.
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Ideas App Overview Apps
How to set up and run the Ideas app — lifecycle stages, campaigns, RICE scoring, review panels, and workspace settings.
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HR Files App Overview Apps
How to set up and run HR Files — storing employee documents, controlling who sees them, managing approvals, tracking retention, and keeping an audit trail.
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HR Files FAQ Faq
Answers to common setup and operating questions about HR Files — for the admin running it.
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Headcount Planner App Overview Apps
How to set up and run Headcount Planner — workforce plans, hiring budgets, positions, and the Job Board integration.
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Headcount Planner FAQ Faq
Answers to common setup and operating questions about Headcount Planner — for the admin running it.
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Guest Pass App Overview Apps
How to set up and run Guest Pass — visitor pre-registration, check-in, digital badges, watchlist screening, and host notifications.
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Guest Pass FAQ Faq
Answers to common setup and operating questions about Guest Pass — for the admin running it.
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Forms App Overview Apps
How to set up and run Forms — building form templates, configuring approval workflows, managing submissions, and governing AI and mobile features.
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Digital Signage App Overview Apps
How to register screens, manage media content, and configure what appears on your workplace displays.
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Digital Signage FAQ Faq
Answers to common setup and operating questions about Digital Signage — for the admin running it.
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Chat App Overview Apps
How to set up and run the Chat app — real-time direct messages, group chats, channels, and the in-chat Ask AI assistant.
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Appointment Scheduler App Overview Apps
How to set up and run Appointment Scheduler — booking pages, meeting types, availability rules, team scheduling, and the public /meet surface.
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Service Accounts & API Credentials Business-configuration
How to create and manage non-human service accounts, issue and rotate API tokens, and enforce IP and device restrictions.
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Security & Sign-On Business-configuration
Password policies, two-factor authentication, single sign-on (SAML, Google, Microsoft, OpenID Connect), session timeouts, account lockout and the authentication log: the admin g...
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Wikis App Overview Apps
How to set up and run the Wikis app — create, organize, and maintain collaborative knowledge documentation with templates, version history, and content governance.
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Wikis FAQ Faq
Answers to common setup and operating questions about Wikis — for the admin running it.
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Surveys App Overview Apps
How to set up and run employee surveys — audience, anonymity, recurring pulses, program surveys sent by events, courses, onboarding and exits, results, the weekly digest and the...
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Surveys FAQ Faq
Answers to common setup and operating questions about Surveys — for the admin running it.
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Speak Up App Overview Apps
How to stand up Speak Up — designating the adviser panel, the acknowledgement and feedback clocks, the public portal, the Article 18 register, and why there is no administrator ...
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SOP Hub App Overview Apps
How to create, assign, and track Standard Operating Procedures — step-by-step procedures employees complete and supervisors verify.
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SOP Hub FAQ Faq
Answers to common setup and operating questions about SOP Hub — for the admin running it.
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Sites FAQ Faq
Answers to common setup and operating questions about Sites — for the admins, site owners and readers who use it.
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Recognitions Overview Apps
What the Recognitions app does, how to stand it up, and the settings an admin configures — peer recognition, award programs, giving allowances, budgets, kiosks, and award cycles.
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Notifications — Channels, Defaults & Opt-outs System-features
How the platform delivers notifications across in-app, email, SMS, push (phone and browser), voice and Microsoft Teams, what admins control, and how employees manage their own p...
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What Your Employees See System-features
The personal surfaces every employee lands on — dashboard, Notifications and its Waiting on you list, My Stuff hub, profile, bookmarks, drafts, notes, trash, AI Home, and accoun...
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Frontline Execution App Overview Apps
How to set up and run HQ-to-field campaigns that fan work out to locations, give every worker a ranked My Day list, and roll coverage up live.
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Frontline Execution FAQ Faq
Answers to common setup and operating questions about Frontline Execution — for the admin running it.
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Forms FAQ Faq
Answers to common setup and operating questions about Forms — for the admin running it.
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Field Service Suite App Overview Apps
How to set up and run Field Service Suite — work orders, dispatch, estimates, invoicing, service agreements, and optional modules for fleet, pricebook, GPS, accounting sync, and...
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Field Service Suite FAQ Faq
Answers to common setup and operating questions about Field Service Suite — for the admin running it.
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E-Signature App Overview Apps
How to set up and run E-Signature — creating signature requests, placing fields, templates, kiosk mode, bulk sends, and compliance settings.
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E-Signature FAQ Faq
Answers to common setup and operating questions about E-Signature — for the admin running it.
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Performance Management FAQ Faq
Answers to common questions about running performance reviews and cycles — for employees completing them, managers reviewing their team, and admins configuring the program.