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Truvelop User Guide

 

 

1. Introduction

Welcome to Truvelop!                                                  

Evaluating a team member shouldn’t be so time-consuming and tedious. With Truvelop, it's easy! Truvelop is fast, easy, and mobile.

Truvelop helps leaders and managers see where their team members are strong, where they are weak, and what actions to take to enhance each team member’s impact to their department and company as a whole.

With a crystal-clear picture of your personnel and talent landscape, leaders can act swiftly and confidently rather than waiting until the end of the year – when it’s too late and they have forgotten.

Truvelop is fast, accurate, and easy to use on your desktop, laptop, and smartphone. The following guide will help you set up your organization and learn all the user-friendly features Truvelop has to offer.

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2. User Roles

Each Truvelop role has a different purpose and associated functionality. This guide provides insight into each role and navigational instruction of their features.

Before diving in, it is important to understand Truvelop's structure and hierarchy that is built into the system. There is a total of four user roles accompanied with personalized dashboards. These roles go as follows:

  • Company Administrator
    • Has access to almost all of Truvelop’s functionality, like adding team members individually, or with the Excel upload; editing company profile information; and having an overarching view of the company and all its team members and their performance.
  • Company Executive
    • The leader of the organization (typically the CEO) that has the same functionality as a Manager but maintains a view of the company in its entirety.
  • Manager
    • A team leader that only has access to assess his/her team members and view their progress.
  • Non-Manager
    • A team member that does not have any other team members reporting to them. Their presence in Truvelop is just for team, company, and department leaders to assess their performance over time.

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3. Company Administrator

They may not be involved in every assessment, but they ensure new team members are loaded, existing team member information is current, and update team members who are leaving the organization. They are responsible for assigning each team member their own reporting manager.

Since this user has the best understanding of their company and its structure, the Company Administrator oversees laying the foundation of the Truvelop experience.

The two most important pieces to put in place are your company’s departments, and the reporting managers, whether they are other Company Administrators, the Company Executive, or Managers.

 

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3.1 ADD DEPARTMENTS

By clicking the “Department” tab on the dashboard and following these steps, a Company Administrator can add departments that are relevant to their company.

Once you enter the “Department” tab, click “+ New Department.”
On this screen, you will also be able to view your company’s existing departments.

A window will pop up with a text box to type in your new department name as pictured to the right.

If you begin typing a department that already exists, an error message will appear on your screen notifying you that department already exists.

When you are ready to create your new department, click “Add.”

A validation message will appear notifying you that a new department has been added to your company successfully.

You can also toggle Send Sparks and Send Evaluation. This will give a notification to the team member that received an evaluation

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3.2 ADD REPORTING MANAGERS

Before uploading all team members, it is important that you upload all reporting managers first. Reporting managers can be any Truvelop role.

Begin by entering the “Team Members” tab on the dashboard and click “+ New Team Member”

Assign these reporting managers as Admin, Executive, or Manager, and assign yourself as their reporting manager. As the Company Administrator configuring the Truvelop experience for your company, all reporting managers in Truvelop will be reporting to you in and out of the system.

Click “Save” when you are finished inputting all of the team member’s information in the required fields outlined in Section 3.3. Your new reporting managers will now appear in the “Reporting Manger” dropdown on the single upload screen as shown above, as well as the “Manager Name” column in the Excel upload in Section 3.4.

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3.3 ADD NEW TEAM MEMBER

Beyond the basic functionality of Truvelop outlined in the later sections of this user guide, the Company Administrator has access to other features, such as adding new team members.

All team members will receive an email from Truvelop notifying them that they have been added to the tool. They will be given a temporary password to login and access their portal. It is advised that each user change their password promptly to something they will remember. Steps to change your password are listed in Section 6.9.

It is fast and easy to add a new team member to your organization.
Once on the Team Member tab of your Dashboard, you will notice that there are two ways to upload team member data: one at a time, or through a mass input using the Excel upload process. The steps to complete an Excel upload are detailed in Section 3.4.

To upload your reporting managers and single uploads throughout your Truvelop experience, begin by clicking “+ New Team Member” as marked below.

 

3.3 ADD NEW TEAM MEMBER (Cont.)

Once on this screen, fill in the required information marked by the * by each field. Be sure to assign a Truvelop role and Reporting Manager, which should be loaded first, along with departments.

If you scroll down, you’ll see a separate section comprised of optional fields. Once you finish filling out at least all the required fields, click “Save” at the bottom of the screen.

Only the Company Administrator has access to this functionality.
It is recommended that you add Managers, Company Administrators, and Company Executives first on
an individual level to store them as Reporting Managers in the system for future team member uploads.

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3.4 EXCEL UPLOAD

You can upload a list of thousands of team members of all different roles at once with the Excel Upload functionality. Start by clicking “Excel Upload.”

Next, download the template generated by the system.

3.4.1 FILL OUT
EXCEL SPREADSHEET

Once the template is downloaded to your computer, the yellow columns are the required fields, and the blue columns are the optional fields

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SPECIAL NOTES ON FILLING IN THE EXCEL

Employee ID: This alphanumeric, or strictly numeric identification number needs to be unique for each team member. You can employ your current identification system when uploading team members, just as long as each team member has a unique identification number.

Date of Hire: The template is coded to accept dates written in a MM/DD/YY format.
• Ex. 7/11/16 = Pass
• Ex. 7/11/2016 = Fail
• Ex. 07/11/16 = Fail

City: Write the city name for that team member, spelled correctly.
State: The template accepts only the standard state abbreviation.
• Ex. VA = Pass
• Ex. Virginia = Fail

Department: This column provides a dropdown menu with the departments previously configured for your company. If you don’t have the correct departments to choose from in the dropdown menu, contact your Truvelop representative, and they will re-configure your departments.
• If you are sending an Excel template filled with your company’s data to a Truvelop Administrator, they will be able to configure your departments to populate the department dropdown menu for future Excel uploads. You can then choose to upload the updated Excel template yourself, or else a Truvelop Administrator would be more than happy to do so for you.
• The Company Administrator can add departments, but they cannot remove departments irrelevant to their company on their portal.
• Once the departments have been reconfigured by your Truvelop Admin, redownload the template and upload your data on the fresh template.

Employee Status: This column is also a dropdown menu, and you will only have two options to choose from: Active or Inactive.

Role: Different from team member Position, this column represents the team member’s Truvelop role which include Admin, Executive, Manager, and Non-Manager. The descriptions for these roles can be found in Section 2.0 of the user guide.

Managers Name: This dropdown list contains the list of reporting managers, along with their Employee ID, that have been previously added to your company. The dropdown will only be populated if the reporting managers have been loaded first. Otherwise, the dropdown menu will be blank. As mentioned in Section 3.1 and 3.2, loading reporting managers and adding departments are among the very first steps to take when setting up your company in Truvelop.

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SPECIAL NOTES ON FILLING IN THE EXCEL (CONT.)

To download team members, executives, managers, and admin on the same Excel and assign reporting managers, or if a reporting manager is not in the yellow column, but is being uploaded in the Excel, follow these steps. First, fill in all required information on the team member (Do not use special characters except for filling in the date), giving each a unique employee ID. This number will be important in the next step. If the manager’s name is not in the dropdown, you must use the Excel Manager’s Employee ID column. You will input that managers unique employee ID from the first column as highlighted to the right. Once all of your team members are logged in the template, copy the unique employee ID of the reporting manager into the blue column titled “Excel Managers Employee ID” in the correct team member’s row. Repeat this process for all that apply, and your team members will be assigned to the correct reporting managers once the Excel is successfully uploaded into the system.

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3.4.2 UPLOAD COMPLETED EXCEL

When your template is completed, go back to the Truvelop web page, click “Select File,” and select the completed Excel file saved on your computer. Once the file is selected and uploaded, click “Import” at the bottom of the screen.

 

3.4.3 VERIFY SUCCESS OF EXCEL UPLOAD

After importing the file, verify the correct number of team members being loaded through the Excel as listed, and click Review New Team Members.

If any duplicate data is found between the uploaded Excel and data already present in Truvelop, it will translate as Mismatch Data. Fields filled incorrectly or incompletely will also be recognized as Mismatch Data.

On the Review New Team Members screen, you can mark all team members’ statuses as Active by clicking the marked box. Once all team members are marked as Active, click “Start & Import.” If you wish to have certain team members remain Inactive, you can uncheck the box to change their status.

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3.4.3 VERIFY SUCCESS OF EXCEL UPLOAD (CONT.)

Since there is no Mismatch Data, you can click “Skip” to continue the upload process.

 

If there is any Mismatch Data detected, you will be able to review the errors at this step. Instead of clicking “Skip,” a list of Mismatch Data will appear at the bottom of the screen. You will notice that in this case, the data being uploaded in the Excel is already present in Truvelop. This is indicated by the highlighted icons, followed by the duplicate data.

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3.4.3 VERIFY SUCCESS OF EXCEL UPLOAD (CONT.)

You can choose to mark the team member data from the Excel as “Active” by checking the box. Once you’ve changed the status of the team member, click “Import & Replace” to import these team members, and replace any existing data on the duplicated team member.

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If you don’t wish to upload the team members in the Mismatch Data category, keep the “Active” status check boxes blank, and click “Skip.”

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On the bottom of your screen, you will receive a confirmation message stating that all of your team members have been uploaded successfully into your company, along with the total number being uploaded. You can view all your team members on the Team Member by clicking “Back to Team Member List.”

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3.5 EDITING AND DELETING TEAM MEMBERS

You can edit or delete an team member by clicking the action button on the right column. A drop down menu will appear with actions to do with the team member, including Edit, Delete, Evaluate, Team Member Dashboard and Spark.

If you choose to edit an team member’s information, make sure all the required fields – as shown in Section 3.3 – are filled before clicking “Save.” You can choose to change an team member’s status at any time by editing their information. By switching them to “Inactive,” you can keep their data loaded in Truvelop for auditing purposes. An “Inactive” team member will lose access to the system, and they can no longer be assessed. If you choose to delete a team member, a validation message will appear. By clicking “Yes,” you will be affirming the permanent deletion of that team member and all of their data. Truvelop does not recommend this as a process, but it is available for mistakes when uploading new data. Deactivating an team member is the recommended alternative.

 

3.6 COMPANY PROFILE

Like adding new team members, any edits made to the company profile only fall in the Company Administrator functionality. Here, you can add a company logo by selecting a file from your computer and make any necessary changes in your company information.

If you choose to add an image to your company profile, it will appear in the top left corner of all team members’ dashboards to personalize the experience. To save any changes or updates made, click “Submit” when finished.

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3.7 TEAMS IN TRUVELOP

Teams is an important part of the Truvelop App’s functionality. Teams allows you to break out of the traditional reporting hierarchy and experiment with dual reporting relationships and a matrix organizational structure. Teams is perfect for organizations that seek to allow multiple managers who interact with a particular team member to provide evaluation feedback. This allows you to have multiple perspectives versus the perspective of a single manager. Here’s how it works.  

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Teams can be found in the highlighted icon on the left side of your screen.

 

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This takes you to the Teams page. This will display all your active and inactive teams. Click "+ New Team" in the top right corner to create your team!

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Here is a breakdown of all the sections:

Team Name: This is the name of your team. It will display is multiple places throughout Truvelop

Evaluation Activity: This is how many evaluations can be done within the group in one day.

Start/End Date: This is day the group is created and the day the group dissipates. 

Team Members and Team Managers: Team Members are all of the team members associate with the Team who can be evaluated. Be careful when adding names as you don’t want to inadvertently add someone to the list whose team member data should not be shared.Next,add the names of the Managers who you want to give the ability to evaluate the team members already assigned.  

Team Description: This is for something small that you wanted to label your team as. Some examples would be "Sales Team" or "Marketing Team."

Status: This can be set to active or inactive. When active, the team is alive and can be interacted with. When inactive, the team is dissipated and cannot be interacted with. When a team's end date is reached, it will become inactive.

When you're finished creating your team, click "Save" on the bottom right corner. This team will be put on the team section on your Truvelop app.

Teams are a very important part to Truvelop's other features. Grouping your employees together is great for keeping your tool organized. 

 

 

4. Company Executive

The leader of the organization (typically the CEO) that maintains an overall view of the company throughout
the year. This user has access to all team members’ data and dashboards. They can also assess anyone’s reports to them to maintain an overview of the company’s progress.

 

5. Managers and Teams

Like the Company Executive, the Manager is in charge of a set group of people. The Team tab can be found on the left. 

The Team tab allows you to create and customize groupings of team members. This feature is great for creating project teams.

To create a team for your company, click + New Team in the top right corner.

Fill out all of the required (*) fields to create your team. Evaluation Activity is how many evaluations you can complete within the team. The Status can be toggled to Active or Inactive. Making the team Inactive disables the team, but is still within the tool. Click Save when you're finished making your team.

You can also Edit (Pencil), or delete (Trashcan) the team.

 

6. Common Elements

In this section of the user guide, we will break down all the Truvelop features that are common across all roles, beginning with the dashboard.

 

 

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6.1 DASHBOARD

Your dashboard contains an overview of the performance of your company with customizable widgets (explained in the next section).

The Truvelop Dashboard is shown at first by default. This dashboard summarizes all the data that has been gathered in your company through the Truvelop tool. By clicking the toggles above, you can change which dashboard you view.

Data from all users in the tool is funneled into the dashboard. If you want to filter by Department, click the drop down menu on the top right.

Each corresponding checkbox enables or disables data from that department. You can search for a department, select and deselect all. When you're finished, click Submit to apply.

The Team Dashboard displays all the data collected within your team in the Truvelop tool.

 You can change which year of data you want to view on the top left (2019, 2020, etc). You can change which team's data you want to view on the top right. The drop down menu shows which team you can view. You can only view teams you are a part of.

My Dashboard displays your collective data within the tool.

 

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6.2 WIDGETS

Widgets are what populate dashboards. Each widget displays an important point of data. They will update automatically as you accumulate more evaluations and Sparks.

On the top right corner of each widget, there are three icons. Move (Multi-arrow), Information (?), and Close (X). To move widgets, hover your cursor over the Move icon, and drag.

Below is a breakdown of the Widget Library:

 

6.2.1 WIDGET LIBRARY

The Widget Library allows you to customize what data points you want to see in your dashboards.

To start, click the blue arrow icon on the right side of your dashboard.

After clicking, the widget library is displayed. Each checkbox is a widget that can added or removed from your dashboard. Click each corresponding checkbox to add or remove a widget from your dashboard. When you're finished, click Submit to save your changes.

 

WIDGET SELECTION

 

Total Number of Direct Reports Today:

This number represents the total number of team members, regardless of Truvelop role, that are currently reporting to you. This also translates to the number of team members that you are responsible for evaluating on a regular basis to maintain an accurate view of your talent landscape.

Average Score of my Direct Reports Today:

This letter grade represents the average Truvelop score over the current calendar year of the team members who directly report to you based on the assessments completed on each team member.

Total Number of my Organization Today:

Regardless of Truvelop role and reporting manager, this number
represents the total number of team members currently in your company.

Average Score of my Organization Today:

Regardless of Truvelop role and reporting manager, this letter grade represents the average score of all team members assessed as of today based on the current calendar year.

My Direct Reports to Date:

This bar graph illustrates the proportion of levels of “players” among the team members that report to you as their manager over the course of the current year. This is split up by the following categories:
IP (IN PLAY):
High potential, or high performance team member.
A-PLAYER:
Offers a consistent competitive advantage.
B-PLAYER:
Offers some competitive advantage.
C-PLAYER:
Offers no competitive advantage but fills a role.
RP (REPLACEMENT
PLAYER):
Current, or potential liability to the company.

My Direct Reports by Average Score:

This line graph demonstrates the changes in the average score of the team members that report directly to you over the course of the current year, separated by month. It shows the peaks and valleys of your team’s performance, which allows you as their manager to reflect on what caused that pattern in performance.

My Organization to Date:

This bar graph shows the proportion of levels of players among your organization, following the same categories as listed in Section 7.2.5.

My Organization by Average Score:

This line graph illustrates the changes in the average score of the team members within your entire organization over the current year, separated by month. It shows the peaks and valleys of your company’s performance, which allows a wholistic reflection of the cause of the performance pattern demonstrated in the graph.

My Direct Reports to Date:

This progressive graph offers a unique visualization of the proportionate number of players in each category present in your team. This data is also available in a pie chart as pictured to the right.

My Organization to Date:

This circular graph illustrates the proportionate number of players in each category present in your organization. This data is also available in a pie chart as pictured to the right.

 

6.3 VIEW TEAM MEMBERS

From your Dashboard, you can select the “Team Member” tab to view the list of team members in your organization.

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6.4 SORT TEAM MEMBER LIST

In the Team Member List page, Managers are able to alter the presentation of their connected team members by changing the sort order of any column available on the page. This will allow managers to quickly find the team member they are interested in and start a new evaluation, view their dashboard or modify their profile data.  

 

6.6 ACCESS TEAM MEMBER DASHBOARD

You can access the Team Member’s dashboard by clicking the action icon on the right most column. The team member dashboard displays the data provided on that team member based on the Truvelop scores given by their reporting manager.

Three dashboards will appear for that specific team member. Summary Reporting, Detailed Reporting, and Contextual Reporting. Viewing each of these are determined by your Permissions. All three reports are collapsible. Click the name, or the (+) to show the dashboard and click the (-) to collapse the dashboard.

Summary Reporting:

This shows averages of scores that the team member has received during the year.

Each widget has a question mark (?) on the top right corner. Hovering over this (On the desktop app) will give a brief description of what the data in the widget displays.


Detailed Reporting:

This tab breaks down the information about the team member. Using helpful graphs, it shows exact points of data. This is helpful to get more exact data points about team members.

Contextual Reporting:

This tab includes all comments received from evaluations and Sparks!. Next to the comments there are three icons.

Permission to perform these actions is controlled by your Permissions and Roles.

Eye - Clicking this allows you to see an attachment if it was included.

Pencil - Clicking this allows you to edit the evaluation or Spark!. 

Trash - Clicking this deletes the evaluation or Spark!

If you want to quickly view a team members dashboard while looking at one, type into the search bar in the top right corner. Type the team members name, and if you’re permitted to view their dashboard, click their name.

 

You can also generate a report of your Truvelop activity. 

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Click the Generate Report button at the top of the team member dashboard.

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This pop up will appear and give you an annual rundown of your Truvelop activity. You can select the year at the top. When you’ve selected the appropriate report, click Preview.

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The above report will be generated and you can either export to a PDF, or send the team member a direct email with their report. You can also click cancel if you don’t want to send the report.

 

6.6.1 COMPARE DASHBOARDS YEAR TO YEAR

You have the option to compare your current dashboard to what your data showed in previous years or in the last 12 months. The pull down menu gives you the choice to access data from any previous year that your organization used Truvelop.

 
 

6.7 EVALUATE A TEAM MEMBER

To evaluate a team member, go to the Team Member tab, click the action icon, then click the highlighted icon. 

You can also click the Evaluate Team Member tab. To start an evaluation, click the drop down menu on the top right and select a team member.

This is the core of Truvelop: the streamlined team member assessment tool that provides real-time next steps in a manager’s role of appreciating, motivating, elevating, educating, or re-evaluating members of their team. This fast, easy process is broken down into 3 simple steps.

 

6.7.1 COMPLETE EVALUATION: WEB APPLICATION

As described below, the assessment is broken up into 3 relevant sections, with five questions in each section:

In the Performance section, you can offer additional commentary that is pertinent to that section by clicking the “+” symbol and entering your comment in the provided text box. 

Once you leave a comment, you can collapse the text box by clicking the “-“symbol, and your comments will be saved.

By clicking the paper clip, you can attach files to your evaluation. You can either choose from your hard drive or add a cloud URL. When completed, click Submit.

(Attachments and comments can be applied to each section of the evaluation. )

Once you've completed the evaluation, click Submit to finish the assessment. 

A "Send Evaluation" toggle will be at the bottom of every evaluation. When toggled on, the evaluated team member will recieve an email notification that they've been assessed. This information will go to the team member's dashboard.

 

6.7.2 TRUVELOP SCORE: WEB APPLICATION

After the assessment is submitted, the results will reconfigure as a letter grade with a brief description of what that grade means for the team member, and next steps for you as his/her reporting manager.

At the bottom of the evaluation page, you can either Evaluate Another Team Member, view the Truvelop Dashboard or view the evaluated team member's dashboard.

 

6.8 SPARK

If you don’t need to asses a team member by doing the entire Truvelop process, you may want to consider the Spark function.

A Spark is making a small comment to a team member. Click the Spark icon in the team member drop down menu to start. You'll see a menu of your past Sparks of the team member, click + New Spark.

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Select a category, classification (subject), and a description of why you're Sparking a team member. Below your description is a toggle to Send Spark. This means the Spark will be sent to the same team member. Toggling this off will keep the Spark confidential.

Click Submit to finish your Spark. Clicking Reset will erase all information in the Spark.

 

6.8.1 SPARK SMS

Just like the Truvelop tool, Sparking a team member can be done mobile.

First, allow SMS and set up your phone number with Truvelop. This can be done by clicking your profile in the top right corner.

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Here you will set up your profile. Please fill all of the appropriate fields.

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You will be asked to verify your phone number with a six digit code. After inputting the verification code, mobile Sparking is ready to use.

To Spark from your mobile device, use their employee ID number, & and then your message. This will be put in the Truvelop tool and saved into the database.  

 

6.9 NOTIFICATIONS

On the Truvelop web application, your notifications will appear in the top right corner of your dashboard with the current number of new notifications.

When you click on the icon, a drop down list will appear of recent notifications.


The notification icon also appears in the mobile application with the current number of new notifications.

 

 

6.9.1 CONFIGURE SMS NOTIFICATIONS

In order to receive SMS notifications, Truvelop will need the Manager to add their mobile number to their profile. Once they add their number, Truvelop will send a verification SMS to that number. Once verified, the Manager will be able to receive SMS notifications moving forward.  

Click the Client Profile tab. Once you've added your company information, click Submit.

 

6.10 TRUVELOP SURVEYS

Surveys can be found on one of the tabs on the left side of your screen. 

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Once you’re on the survey screen, it will the display where all surveys will be. Displaying name, start and end dates, and the status. Click + New Survey” to create your survey. 

 

When creating a survey, it will only ask for the name, the start to finish date, if it’s mandatory, and the survey questions. 

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*You cannot have two surveys running at the same time, the dates must not clash. You CAN make surveys for the future, but not the past.  

Creating your questions is also very simple. The left bar is where you type your question, the right bar is where you decide what kind of question it is. (Multiple choice, single choice, or free form answer)  

Specific questions can be mandatory, and others not. You can also add more answers to questions to your survey question by clicking “Add Other”.  

Below the question bars is where you can preview what your survey will look like with the Preview button. The preview button also has some additional functionality. When you click copy, it creates a replica of the survey.  You then can change the name and dates (and/or add/update/delete questions) of that survey.  Hit save and you have a new survey. 

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(This is how your survey preview is going to look.) 

When you’ve completed your survey, click Save.  

Make sure when you create your survey, you change the status to Active. Otherwise, team members will not see the survey. 

 

 

If you want to export your survey answers, click the action button, and click Survey Details from the dropdown.  

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When viewing the survey details, you can view who answered the question, what they answered, and when they submitted their survey. You can use the search bar above to look for specific team members or answers. You can also export your survey data with the CSV Export button. When you’re finished viewing your survey, you can click Back.  

 

How do you take surveys?

 

Surveys are done after an evaluation. The evaluator performing the evaluation would fill out the survey. 

 

When you submit your evaluations, you will be asked to fill out a survey (If there is one active) 

Clicking Yes will bring you the survey. (If the survey is mandatory, it will automatically bring you to the survey screen) 

When you’re finished the survey, click Submit. The evaluated team member’s score will appear.  

The survey feature is robust and ready for Truvelop users. Getting opinions and answers can be hard to get from team members sometimes, the survey feature is great for this! 

 

6.11 MY WALL

The Truvelop Wall provides a social media aspect to the Truvelop app. The effectiveness of a live feed brings instant discussion and information to your company and team members!  

 

To access your Wall, go to your Dashboard. Select the My Wall tab at the top of your screen.  

 

The wall reflects a social media feed in functionality and purpose. Team members can comment and react to Recognitions of fellow team members.  

The comment button (Circled) can show and hide all comments and display how many comments the recognition has. 

To post a Recognition on the Wall, you must be able to Spark team members. Add a new Spark, and when selecting the category, select Recognition. The classification can be whatever is appropriate. The comment will be the text in the post that will be posted on the Wall.  

When you’ve finished making your recognition, select Submit.  

*SELECTING PUBLIC WILL POST YOUR RECOGNITION ON THE WALL. MAKE SURE TO CHECK THIS BEFORE SUBMITTING  

 

My Wall brings more dynamics to the Truevlop tool. Managers and employees can now share and add praise to your team members and company. Recognizing star players in your company keeps your company healthy. 

 

 

 

7. The Matrix

The Matrix is a multi-part tool that will help with the organization of your company, and the growth of the Truvelop tool in your office environment.

 

7.1 MATRIX

The Matrix is a three-part tool including Dimensions, Permissions and Actions. 

  • Dimensions are a basic grouping function that helps the tool with organization and flexibility.
  • Permissions change with each Role and they allow certain users to use the tool.
  • Actions are the different parts of the tool that permissions and roles are affected by. 

Users will be given Roles. (Executive, Manager, etc.) Each Role has their own permissions to do specific actions. This can include viewing dashboards, enabling evaluations or sparking, and anything else you can do in the tool.

We will go deeper into each aspect of the Matrix.

 

7.2 DEPARTMENTS

The Department tab is where you can create departments for your team members. This is for organizing your team members for project groups, or just company departments.

newdepartment

Click the action button to display the edit (pencil) or delete (trash can) buttons. The edit button will bring up a toggle menu, clicking delete will erase the department from your tool.

Clicking edit allows you to control if Sparks or evaluations will be sent out to your team members. When the toggles are ON, Sparks and evaluations will be sent, when turned OFF, they will stay confidential.

You can also edit the name of your department.

After you've made your edits, click UPDATE to save your changes.

 

7.3 DIMENSIONS

Dimensions are the attributes that each team member has in the Truvelop tool. This can include username, date of birth, employee ID, department, etc.

This helps with organizing the data in the Truvelop tool; because of all the different characteristics, Truvelop is very flexible for many different office environments and cultures.

Click + New Attribute 

dimensions

dimension

This menu allows you to add attributes to your Dimensions

For example: Click Role under the drop menu. After you're finished, click Add.

If you click the edit tool, you can edit your current attributes or delete them.

 

 

7.4 PERMISSIONS AND DIMENSIONS

The permissions page is where you configure the tool for all of your companies users.

With the created dimensions, you can dictate what team members can do on the Truvelop tool. These actions could be evaluating, Sparking, commenting on evaluations or viewing team member dashboards.

The check boxes apply to the corresponding column and row. Each role will have their own drop down menu. (Example: Executive, Manager, HR)

The permissions can apply to more than just Roles, it can also use Departments, Teams or Relation.

On the top right corner, you can select which dimension you want to edit.

After selecting one from the drop down menu, permissions will appear for the dimension you selected.

Click Submit to save your changes.

 

 

7.5 ACTIONS

In the Matrix, your Actions in the tool can enabled or disabled. This includes your ability to evaluate, Spark, comment etc. These Actions are turned on and off by Permissions so interactions with the tool can be controlled and organized. Simply click each corresponding checkbox to enable or disable your Actions.

 

7.6 MULTI-DIRECTIONAL FEATURES

The Truvelop tool is multi-directional. This means that managers and team members can use the tool.

The interface for team members allows them to request a SPARK or evaluate.

Team Members simply click their request and a drop down menu will appear.

requesttrigger

Select a manager by clicking their corresponding check boxes. You can use the Select All or Deselect All if you want to send requests to many different managers. Once you're finished selecting your recipients, click Send Request.

With your tools Permissions and Dimensions set, team members can receive their evaluations. This will be sent via email.

On the team member's dashboard, they can view their requests. 

This displays the Status, the type of request, the manager requested and the creation date.

 

 

8. Mobile User Guide

This section of the guide is meant do direct you where the features of the tool are in the mobile app. If you want to learn more about functionality, please go to the appropriate part of the User Guide.

 

8.1 MOBILE TRUVELOP DASHBOARD

 

truvelop_home_mobile (1)This is the Truvelop dashboard. This functions the same way as the desktop version does.

Click the icon (bell) in the top left corner to view notifications. Click the icon (lightning bolt) in the top right corner to view unapproved Sparks. You can click the corresponding toggles to view your Team Dashboard or your Truvelop Dashboard.

You can change which dashboard year you want to view and sort which department you want to view on the dashboard. Scroll down to view the entire widget library.

 

8.2 MOBILE TEAM MEMBER PAGE

 

team_members_mobile

This is the Team Member page. This displays all your team members in Truvelop. You can search for team members at the top.

Clicking team member names brings down their drop menu. You can view their dashboard and Spark. Scroll down to view your team members.

 

 

 

 

 

8.3 MY MOBILE DASHBOARD

 

mydashboard_mobile-1

This is your dashboard. You can request evaluations and Sparks. You can also view your dashboards and your widgets.

 

8.4 EVALUATING TEAM MEMBERS ON MOBILE

 

evaluate_mobile-2

This is the evaluation page.

You can select which team member you want to evaluate at the top search bar. You fill out the evaluation like on the desktop version.

All of the data collected in the mobile and desktop version go to the same Truvelop data center.

 

8.5 MOBILE SETTINGS

 

settings_mobile-1

The last page is the settings page.

This is the same as the desktop version. You can view the Knowledge Center and the New Features page.

You can also change your password and sign out.

 

9. Profile Management

 

9.1 SELECT PHOTO FROM GALLERY

Once logged into your Truvelop Mobile Portal, click the profile icon highlighted to the right.

After you enter the above screen, click on your profile image, or the default purple image.

Click the image again when you are redirected to the next screen. You should see the edit icon in the corner of the image. You will be prompted to choose either to take a photo with your camera or choose from your gallery. Select “Choose from Gallery” for the purposes of this guide.

 

9.1.1 SELECT PHOTO FROM GALLERY (CONT.)

Select a photo from your Gallery, crop and make adjustments as desired, and click “Done.” You will be redirected to your profile page and receive a validation message from Truvelop stating that your profile has been updated. Click “OK” to cancel the message.

 

9.2 TAKE NEW PHOTO

After entering your profile, clicking on your profile image, and electing to edit your profile photo, select “Open Camera” in the choices provided.


Your mobile device will request that your permit the Truvelop application to access your camera. When this message appears, “Allow” the application to access your camera if you wish to take a new profile photo.

Take your photo, make adjustments, and click “Done” to upload the photo. You will be redirected to your profile page and receive a validation message from Truvelop stating that your profile has been updated. Click “OK” to cancel the message.

 

9.3 SSO FOR TRUVELOP

Single Sign-On (SSO) allows for users with Google email addresses to sign in using their Google accounts 

 

In order to make SSO accessible, company admins must set Google as the External Provider. To do this, simply go to the Client Profile on the left side of the screen. 

 

 

Once in the Client Profile, select Google as the External Provider in the “External Provider Details” section at the bottom of the screen. 

 

9.4 CHANGE PASSWORD

You can change your password any time as desired. Click the arrow next to your name on the top right corner of the screen, and click Change Password.

You will be redirected to the Change Password page, where you will be prompted to enter your current password, and your new password to confirm the changes. Once your correct current password, your new password, and the confirmation of your new password are filled in, click Submit to save your changes.

 

9.5 CONTACT US

2

Quickly engage our Customer Success team by selecting the Contact Us item on the Menu. This will send an email with any questions or concerns directly to the Customer Support team so that we can get you back up and running.

 

9.6 LOGOUT

When you’re ready to log out, click the arrow next to your name on the top right corner of the screen, and select Logout from the drop down menu.


You will be directed to the Client Login screen, and can navigate to the Truvelop homepage by clicking “Open the main site.”

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