☑️Creating your account
Starting your Evalflow journey begins with setting up your organization and user profile. Here are the steps to guide you through
Visit the Evalflow website: Navigate to Evalflow and click the "Sign Up" button.
Set up your organization: Here, you'll be asked to enter essential information about your organization, such as:
Business or company name
Business phone number
Address (which can be automatically populated using Google's geo-location feature)
Fiscal year start month (for potential future features)
Objective duration
Create departments: Next, you'll need to define the various departments within your organization. This setup will be essential when assigning team members to their respective departments in the upcoming steps.
Update your administrator profile: Now, you're ready to create your profile. As an administrator, you'll be asked to provide:
Your hire date
Position
Role (Are you a Manager or a Team member?)
Department (Select from the previously created ones)
Create employee profiles: Finally, it's time to add your team members. For each employee, you'll need to provide:
Full name
Hire date
Positions
Department (from the previously created list)
Reporting line (whom they report to)
Role (Are they a manager, an administrator, both, or a team member?)
Remember, a 'Manager' can create feedback and manage a team, an 'Administrator' has access to administrative functionalities, a 'Team member' can post recognitions and activity feed posts, and a person can have multiple roles.
And that's it! You've set up your Evalflow account. Now you can start leveraging our AI-powered performance feedback system. If you encounter any difficulties or have questions during the setup process, our support team is ready and eager to assist you. Welcome to a revolutionized performance feedback and management experience with Evalflow!
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