Refer to this article to navigate the Quantum Workplace homepage, and for admins, how to navigate the Analytics and Administration menus.
In this article:
Overview
Refer to this article to navigate the Quantum Workplace homepage. For admins, learn to navigate the Analytics and Administration menus.
The content of this article may appear different from your view depending on your organization's settings.
Additional Resources:
Homepage
To navigate the homepage:
- A. Navigation Menu: Use the menu to navigate across the platform and different features
- Learn more about the Analytics and Administration menus
- B. Additional Options: Use the additional options to search for employees, see notifications, access your settings, etc., learn more about the additional options
- C. Quick-Launch: Use the quick-launch buttons to open the workflow and complete the task
- D. Newsfeed View: Toggle the newsfeed view between the Launch Pad, to view pending tasks, and the Actvitiy Feed, to view Recognition and Goal updates, learn more about Newsfeed options
- E. Employee Snapshot: Your Employee Snapshot displaying important at-a-glance about your team and goal progress, learn more about the Employee Snapshot
Additional Options
To navigate the additional options:
- A. Search: Search for employees in your organization and view their profile
- B. Notifications: Click the bell icon to view recent notifications; click View All Notifications for a comprehensive list of notifications
- C. Help Library: Click the ? icon to navigate to Quantum Workplace's Help Library
- D. Easy Impersonate: If enabled, click the Easy Impersonate icon to impersonate and view an employee's account, learn more about Easy Impersonation
- Confidentiality protections are in place to protect users' privacy
- E. Your Settings: Click and expand your profile icon to view a list of profile-related options
- Click Your Profile to navigate to your profile page
- Click Account Settings to personalize account settings, i.e. notifications, profile photo, etc., learn more about Account Settings
- As an admin, click Administration and Analytics to open the respective homepages
Newsfeed View
Toggle between the Launch Pad and Activity Feed view for your homepage. The last selection is remembered and displayed the next time you view the homepage.
Launch Pad
The Launch Pad view displays active cycles you're involved in, as well as cycles with an upcoming due date that requires attention.
Click View or the cycle name requring your attention to complete the task.
Activity Feed
The Activity Feed view displays recent Recognition and Goal updates.
Click and expand the All Activity drop-down to specify to filter the scope of the Activity Feed, whether it be the entire organization, just you and your downline, or only your goals.
Analytics Menu
As an admin or a user with Analytics access, use the Analytics menu to view analytics-related reports, whether that be cross-platform, i.e. Intelligence Dashboard, Usage, etc., or feature-specific.
To access the Analytics menu:
- Click and expand your profile icon in the top-right
- Click Analytics
- To access cross-platform intellignce reports (Figure A):
- Intelligence Dashboards: Provides multiple dashboards to examine turnover trends across the organization, learn more about the Intelligence Dashboards
- Usage: Reports that detail user activity across the Quantum Workplace suite, learn more about the Usage report
- Retention Radar (BETA): Identify employee groups at high-risk of turnover, learn more about Retention Radar
- To access feature-specific reports (Figure B):
- Recognition: View Recognition data, learn more about Recognition analytics
- Feedback: View Feedback data across all cycles, learn more about Feedback analytics
- 1-on-1s: View 1-on-1 data across all cycles, learn more about 1-on-1 analytics
- Reviews: View Performance Review data across all cycles, learn more about Performance Review analytics
- Goals: Filter and export Goals data by date, users, and user demographics, learn more about Goal analytics
- Surveys: View Survey data across all surveys, learn more about Survey analytics
- Keyword Detection: View and configure notifications for specific keywords in survey responses, learn more about Keyword Detection
- Talent Reviews: Measure and track employee metrics and talent, learn more about Talent Review analytics
- Succession Planning: Identify and develop candidates for critical roles, learn more about Succession Planning
- Action Planning: Measure and track Action Plan usage and progress for the organization's teams, learn more about Action Planning analytics
Administration Menu
As an admin, use the Administration menu to view organizational settings and feature administration.
To access the Administration menu:
- Click and expand your profile icon in the top-right
- Click Administration
- To navigate the Administration menu's organization settings (Figure A):
- General Settings: Manage organizational settings, learn more about General Settings
- Users: Create and manage the organization's users, learn more about User Management
- Org Trees: Create and manage the organization's Org Trees, learn more about Org Trees
- Integrations: Manage any integrations with Quantum Workplace, learn more about integrations and extensions
- To navigate the Administration menu's Feature Administration, continue to Feature Administration (Figure B)
Feature Administration
To navigate the Administration page for each feature:
- Recognition: Manage Recognition badges, preferences, and hashtags, learn more
- Goals: Manage Goal preferences and settings
- A. Preferences: Configure Goal communication and visibility settings, learn more about Goal preferences
- B. Goal Categories: Manage admin-created labels for goals, learn more about Goal Tags & Categories
- C. Bulk Goals: Create and manage bulk goals and templates, learn more about Bulk Goals
- D. Restore Goals: Restore recently deleted goals, learn more about restoring Goals
- E. Performance Goals: Configure the goals eligible for Performance Reviews, via the Performance Goal booster, learn more about the Performance Review booster
- F. Goal Tags: Create and manage user-created labels for goals, learn more about Goal Tags & Categories
- Feedback Manage Feedback templates, cycles, and settings
- A. Settings: Configure Feedback permissions and preferences
- B. Single Cycles: Create and manage single Feedback cycles, learn more about single Feedback cycles
- C. Automated Cycles: Create and manage automated Feedback cycles, learn more about automated Feedback cycles
- D. Templates: Create and manage Feedback templates, learn more about Feedback templates
- E. Scales: Create and manage scales for questions, learn more about question scales
- F. Restore Feedback: Restore recently deleted Feedback cycles
- G. Grant Visibility: Grant visibility into Feedback in-bulk, learn more about granting Feedback visibility
- 1-on-1s: Manage 1-on-1s templates, cycles, and settings
- A. Settings: Configure 1-on-1 permissions
- B. Single Cycles: Create and manage single 1-on-1 cycles, learn more about single 1-on-1 cycles
- C. Automated Cycles: Create and manage automated 1-on-1 cycles, learn more about automated 1-on-1 cycles
- D. Templates: Create and manage 1-on-1 templates, learn more
- E. Scales: Create and manage scales for questions, learn more about question scales
- F. Restore 1-on-1s: Restore recently deleted 1-on-1 cycles, learn more about restoring deleted 1-on-1s
- G. Grant Visibility: Grant visibility into 1-on-1s in-bulk, learn more about granting 1-on-1 visibility
- Reviews: Manage Performance Review templates, cycles, and settings
- A. Single Cycles: Create and manage single Performance Review cycles, learn more about single Performance Review cycles
- B. Automated Cycles: Create and manage automated Performance Review cycles, learn more about automated Performance Review cycles
- C. Templates: Create and manage Performance Review templates, learn more
- D. Scales: Create and manage scales for questions, learn more about question scales
- Surveys: Manage Survey templates, cycles, and scales
- A. Survey Cycles: Lists all survey cycles, including draft and scheduled cycles
- B. Templates: Create and manage survey templates, learn more about survey templates
- C. Scales: Create and manage scales for questions, learn more about question scales
- D. Categories: View and edit question categories, including translations
- A. Survey Cycles: Lists all survey cycles, including draft and scheduled cycles
Org Tree
Use the Org Tree to visualize the manager hierarchy of the organization. Learn more about the Organization Tree.
To access the Org Tree:
- Click Org Tree in the left-hand navigation menu