✔️Creating your account

Starting your Evalflow journey begins with setting up your organization and user profile. Here are the steps to guide you through

  1. Visit the Evalflow website: Navigate to Evalflow and click the "Sign Up" button.

  2. 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

  3. 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.

  4. 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)

  5. 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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