HelloTeam

How To Create Teams

Jessica Backholm

Collin Peterson

Admin Resources

Connecting to Slack

Importing Data with Namely

Setting up Microsoft SSO

ADP Integration & Data Import

Paychex Integration & Data Import

BambooHR Integration & Data Import

HRIS Integrations

Import Employees from CSV

Enabling PrismHR Integration

Integrations

Creating Access Groups and Assigning to Users

How To Assign Administrators

Permission Management

How to Complete a Survey

Learn about the question types available to use when building a survey

Question Types for Surveys

Non-Anonymous Surveys

Survey Reporting

How to create and send a survey in HelloTeam

How To Build and Launch a Survey

Surveys

Recognition Settings

Employee Recognition

These articles will help guide you through the HelloTeam Learning platform. 

HelloTeam Learning

How do I view my course enrollments?

How do I launch a course?

How do I view my transcripts?

How do I view my certificates?

LMS Best Practices

Administration _ Commonly Asked Questions

If I were to replace a lesson and there are users who are "In Progress" and/or has not completed the lesson yet...will it wipe out their progress and make them start over again?

How do I find and log into my LMS?

How to Enroll a Learner Into a Course.

Creating a Group Enrollment

Managing Certificates

How to Enroll Learners into a Session

How to Create / Edit a Course

Uploading learning objects to the LMS

How to run a report

Managing Group Enrollments

Managing Assessments

Common Questions and Tasks

How to Build a Performance Review

How To Launch A Performance Review

A walkthrough of the Settings that are available for performance reviews.

Performance Review Settings

A walkthrough of the Share Settings that are available for performance reviews.

Performance Review Share Settings

System Administrators: Use this guide to help you navigate through an active review period.

Managing a Review Period (Admins)

How do I set a Performance Review active for employee's Anniversary Date

Performance Reviews on Anniversary Date

Who has completed the Performance Review?

How to Report on Who Has Completed Their Performance Review

Setting up a Performance Review / Setting a Performance Review Active

Best Practices for Launching a Performance Review

Administrators _Share Results of Performance Reviews in HelloTeam

How to Share Results of Performance Reviews in HelloTeam

Learn how to create a performance review template

How to Set Up a Performance Review

This article will show how to change the due date for a single employee's performance review

Changing the Due Date for a Performance Review for a Single Employee

Managing Performance Reviews (Administrators)

Admin Guide on how to create News articles and events.

News and Events

Learn about all items on the HelloTeam Dashboard

Dashboard

HelloTeam Benchmarks

Benchmarks

Admin: Creating One on One Templates

One on One Reporting

One on Ones

This video walks through the "Manage Surveys" tool in HelloTeam.

Manage Surveys

This video walks through the "Manage Suggestions" tab in HelloTeam.

Manage Suggestions

This video walks through how system administrators can create custom teams in the system.

Creating Teams

This video walks through how system administrators can manage and create badges as well as assign them to employees.

Badges

This video will be a quick walkthrough of how to create and manage news/events in HelloTeam.