# Getting Started with EvalFlow: A Comprehensive Guide

Unlock the power of Evalflow with our comprehensive guide and knowledge base. Discover features, best practices, and more to enhance performance feedback in your organization.

## EvalFlow Help Center

Welcome to the EvalFlow Help Center — your go-to resource for getting started, mastering features, and finding answers quickly. EvalFlow is an AI-powered performance management platform built for HR teams, people managers, and modern businesses that value agility, transparency, and data-driven growth.

## Quick links

{% content-ref url="/pages/OiRmnnC5RaSKrqQH2Uhz" %}
[Getting Started](/getting-started/getting-started)
{% endcontent-ref %}

{% content-ref url="/pages/imVm876bSZtHpaZVj9FX" %}
[Core Features](/getting-started/core-features)
{% endcontent-ref %}

## Get Started

We've put together some helpful guides for you to get setup with our product quickly and easily.


# Getting Started

#### What is EvalFlow?

EvalFlow helps organizations streamline feedback, goal tracking (OKRs), performance reviews, and employee engagement — powered by artificial intelligence and real-time analytics.

#### Who is EvalFlow for?

* HR Managers
* Team Leaders and Supervisors
* CEOs and Executives
* Employees in any organization aiming to grow

#### Setting Up Your Account (Admins)

1. Sign up using your company email.
2. Complete your company profile: name, industry.
3. Import users manually or via CSV.
4. Create departments and assign roles.
5. Configure security policies (2FA, SSO, access permissions).

#### First Steps for New Users

1. Verify your email.
2. Set your password and upload a profile picture.
3. Set up 2FA if required.
4. Explore your personal dashboard.

***

{% @arcade/embed flowId="X7H18JoKVmGngKDFASXP" url="<https://app.arcade.software/share/X7H18JoKVmGngKDFASXP>" %}


# Core Features

#### Dashboard

* See your OKRs, feedback, recognitions, and tasks.
* Visual performance trends and quick action items.

#### [Feedback System](/feedbacks/how-to-create-feedback-as-a-manager)

* Provide peer, manager, and self-feedback.
* Request feedback from others.
* Use AI to enhance tone, clarity, and bias reduction.
* Anonymous feedback supported.

#### [OKRs (Objectives and Key Results)](/objectives/how-to-create-an-objective)

* Set SMART goals with measurable key results.
* Track progress over time.
* Get AI-recommended objectives and performance predictions.

#### [Tasks](/tasks/tasks)

* Create personal or team-based tasks.
* Set priorities, due dates, and link to impact fields.
* Track progress with real-time updates.

#### [Recognitions](/recognitions/how-to-submit-a-recognition)

* Give kudos using company values or custom categories.
* Celebrate anniversaries and achievements.
* See recognition trends by department or team.

#### [Spotlight](/spotlight/spotlight)

* Company-wide social feed.
* Share updates, wins, or shoutouts.
* Comment, like, and tag colleagues.


# EvalFlow AI Assistant (Evalbot)

#### What is Evalbot?

Evalbot is the intelligent AI assistant embedded throughout Evalflow — your 24/7 co-pilot for managing performance, engagement, and team growth. Built with advanced OpenAI models, Evalbot goes far beyond chat. It’s a predictive, context-aware assistant that actively supports HR leaders, managers, and employees across every workflow.

#### Why Evalbot is Ahead of Its Time

* **Context Awareness:** Evalbot understands where you are in the app and what role you're playing — feedback, OKRs, recognition, tasks, evaluations, or strategy.
* **Data-Driven:** It analyzes real-time employee data from across Evalflow — feedback, OKRs, impact scores, and more — to give accurate, contextual answers.
* **Predictive Intelligence:** Evalbot doesn't just respond. It anticipates. It warns you about at-risk goals, low engagement, or coaching gaps.
* **Natural Language Understanding:** Type like a human — Evalbot understands your intent and returns structured insights instantly.
* **Secure & Scoped:** It honors permissions and role access — no unauthorized data leaks, ever.

#### Where to Find Evalbot

* Feedback forms
* OKR creation and updates
* Recognition suggestions
* Evaluation writing
* Dashboard insights
* In the chat bubble on every page

#### What You Can Ask or Use Evalbot For

**Feedback Creation**

* Write or refine constructive feedback in seconds
* Detect tone and flag potential bias
* Suggest professional wording with optional anonymity

> Try: "Give feedback to Sophie about her leadership in the product demo."

**OKR Generation**

* Draft SMART goals and key results from simple prompts
* Recommend stretch goals based on team role
* Flag unrealistic or vague objectives

> Try: "Create OKRs for a new sales manager in North America."

**Recognitions**

* Suggest recognitions for team members based on recent performance
* Auto-tag impact fields and categories (e.g. Collaboration, Innovation)

> Try: "Write a quick recognition for Maya’s support during onboarding week."

**Evaluations**

* Draft performance evaluations from raw notes, OKRs, and feedback
* Maintain professional tone, clarity, and developmental focus
* Compare performance trends over time

> Try: "Draft an evaluation summary for Alex for Q2 based on his last 3 OKRs and recognitions."

**Performance Trends & Analytics**

* Get summaries of team or individual performance
* Analyze strengths, gaps, or risk areas
* Detect patterns from tone, sentiment, and frequency of feedback

> Try: "Summarize team performance for my Customer Support group this quarter."

**Predictive Insights**

* Identify employees trending downward before reviews
* Highlight risk areas across objectives or engagement
* Support succession planning through impact score trends

> Try: "Which team members show the most improvement in Innovation this month?"

#### Best Practices for Using Evalbot

* Be conversational — Evalbot is trained to understand natural phrasing
* Use impact fields and categories to refine your results
* Combine your insights with human judgment for optimal decisions
* Leverage Evalbot early — don’t wait for review season

#### What Evalbot Doesn't Do

* It won't override manager discretion
* It doesn’t make final decisions — it informs them
* It can’t access data beyond your role or permissions

#### A True HR Copilot

Evalbot isn't just a chatbot. It's the brain of Evalflow — designed to simplify your work, uncover performance signals early, and make HR data instantly useful.

From daily tasks to high-level analysis, Evalbot is there to help you act faster, lead smarter, and grow stronger teams.

#### What is Evalbot?

Evalbot is Evalflow’s built-in AI assistant available across the platform. It helps with:

* Answering HR-related questions.
* Generating feedback, OKRs, and evaluations.
* Predicting trends and identifying risks.
* Summarizing employee performance with real-time analysis.

#### Where to Find Evalbot

* Inside the feedback, OKR, evaluation, and dashboard screens.
* In the bottom-right chat bubble of the platform.

#### What You Can Ask Evalbot

* "How is my team's performance trending this quarter?"
* "Suggest OKRs for a new marketing coordinator."
* "Write feedback for Olivia’s project leadership."
* "Draft a full performance review for Ben using his last 60 days of feedback and OKRs."


# AI Assistant

Get Help From EvalFlow AI Assistant

[Get Help From EvalFlow AI Assistant](https://app.arcade.software/share/YQJwp9VudnWjZn1LuKT8)

{% @arcade/embed flowId="YQJwp9VudnWjZn1LuKT8" url="<https://app.arcade.software/flows/YQJwp9VudnWjZn1LuKT8/view>" %}

#### 1. Click the chat icon to instantly connect with the EvalFlow AI Assistant for support and helpful insights.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FYQJwp9VudnWjZn1LuKT8%2Fimage%2F56b4483e-62a3-4722-bf9d-2b25c55d9eec.png\&hotspot=740%3B1555.8333333333333%3B%2300a4ef)

#### 2. Get introduced to EvalFlow's intelligent assistant and explore its powerful features for performance management and knowledge queries.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FYQJwp9VudnWjZn1LuKT8%2Fimage%2F7b9c18b0-e61e-461a-8d05-99be7cc36d3d.png\&hotspot=402.49999999999994%3B1289.1666666666667%3B%2300a4ef)

#### 3. Type your question below and let the EvalFlow AI Assistant handle the rest.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FYQJwp9VudnWjZn1LuKT8%2Fimage%2Fd651f848-68e8-435a-a721-dbcf68a4411f.png\&hotspot=704.1666666666666%3B1255.8333333333333%3B%2300a4ef)

#### 4.

![](https://image.mux.com/vD9ZQBOpj8nlHmJgzDnJCWXwQllFncIp4w01MS4r2B00U/animated.gif?start=7.253\&end=17.253\&width=640\&fps=30)

#### 5. Simply enter your request or question for real-time enterprise intelligence support.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FYQJwp9VudnWjZn1LuKT8%2Fimage%2F510f329c-8d38-4c7c-9d7b-f9ac7ad4269f.png\&hotspot=717.5%3B1243.3333333333333%3B%2300a4ef)

#### 6.

![](https://image.mux.com/vD9ZQBOpj8nlHmJgzDnJCWXwQllFncIp4w01MS4r2B00U/animated.gif?start=26.153\&end=36.153\&width=640\&fps=30)

#### 7. Ask your question here and receive expert guidance tailored to your business needs.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FYQJwp9VudnWjZn1LuKT8%2Fimage%2F4da23787-ee69-4561-aff0-268ec55d520e.png\&hotspot=707.5%3B1267.5%3B%2300a4ef)

#### 8.

![](https://image.mux.com/vD9ZQBOpj8nlHmJgzDnJCWXwQllFncIp4w01MS4r2B00U/animated.gif?start=47.32399999999999\&end=57.32399999999999\&width=640\&fps=30)

#### 9.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FYQJwp9VudnWjZn1LuKT8%2Fimage%2F3578c790-1c97-4131-b043-3c855efd4b7f.png)


# Mobile Experience

#### Mobile App Highlights

* View OKRs, feedback, and recognitions.
* Create tasks and give feedback on the go.


# Employee Impact Score & Impact Fields (Proprietary Feature)

#### What Are Impact Fields?

Impact Fields are uniquely defined strategic categories that represent the key business areas where employees contribute measurable value. Examples include Innovation, Leadership, Operational Excellence, Client Experience, Strategic Thinking, and more.

Each feedback entry, OKR, task, recognition, and evaluation in Evalflow can be tagged with one or more Impact Fields — allowing all performance data to be meaningfully categorized and analyzed.

#### What Is the Employee Impact Score?

The **Employee Impact Score** is Evalflow’s proprietary and copyrighted scoring framework. It combines behavioral signals, task delivery, recognition, feedback, and OKR achievement — all tied to business impact fields — into one transparent, unbiased score.

#### How It Works

The score is computed using a weighted system that includes:

* **Quantity and Quality of Feedback** received and given (tagged with impact fields)
* **Recognition Frequency and Variety** across categories and impact areas
* **OKR Achievement Rates**, difficulty levels, and contribution scores
* **Task Execution**: delivery on high-impact and high-priority work
* **AI Analysis**: tone, sentiment, consistency, and influence across performance data

The scoring adapts to context — for example, leadership roles are weighted differently from contributor roles. Evalbot continuously updates the score based on new data, and it is visualized in each employee’s profile.

#### Why It’s Better Than Traditional Systems

* **Contextual**: Most performance tools evaluate employees in isolation. Evalflow scores performance relative to impact and real-world outcomes.
* **Fair and Transparent**: Bias is reduced with AI-driven consistency checks, and scores are based on structured, field-tagged data.
* **Dynamic**: The score evolves in real time, not just during review cycles.
* **Business-Aligned**: Impact Fields are defined by the organization — ensuring alignment between performance and strategic priorities.
* **Holistic**: It factors in feedback, OKRs, recognition, task execution, and influence.

#### Use Cases

* **Promotions & Reviews**: Easily identify top contributors beyond popularity or visibility bias.
* **Coaching**: Spot areas for growth and who needs support.
* **Recognition & Rewards**: Recognize true contributors based on data, not intuition.
* **Succession Planning**: Use longitudinal impact score trends to build your leadership pipeline.

#### Data Protection

The Impact Score system respects Evalflow’s strict RLS  Security policies. Employees can see their own score and related breakdowns, while managers and HR see scores for their direct reports and teams.

Evalflow’s Impact Framework is a modern evolution of employee performance measurement — accurate, fair, and strategically aligned.


# FAQs

EvalFlow FAQ

* **What makes Evalflow different from other performance tools?** Evalflow is purpose-built for speed, usability, and insight. It's AI-powered from the ground up and focuses on performance signals that matter: feedback, goals, recognition, and real-time analytics — all in one experience.
* **Is Evalflow suitable for small teams?** Yes. Evalflow is lightweight enough for startups and powerful enough for large distributed teams. It scales with your organization.
* **Does Evalflow replace my existing HRIS or payroll system?** No. Evalflow is designed to complement your HRIS, not replace it. It focuses on engagement, performance, and growth, not HR administration.
* **Can I use Evalflow for performance reviews only?** Yes, but you’ll get the most value when combining feedback, OKRs, and recognitions.

  **Do I need to train Evalbot?** No. Evalbot is pre-trained, but you can customize its behavior through the Knowledge Base.
* **How does Evalflow help in employee development?** Through continuous feedback, growth-oriented OKRs, recognitions, and AI-generated coaching insights. It helps employees stay aligned, motivated, and supported.
* **How frequently is data updated?** Data updates in real-time. Evalbot's insights, dashboards, and scores refresh automatically as new data comes in.
* **Is there onboarding support?** Yes. We offer guided onboarding, help center resources, and optional live support to get your team up and running quickly.
* **Can employees view their own performance data?** Absolutely. Transparency is core to Evalflow. Employees have access to their own dashboards, impact scores, and feedback history.
* **What languages does Evalflow support?** Evalflow currently supports English, with multilingual expansion on the roadmap.
* **How often do you release new features?** Evalflow ships improvements weekly and major updates quarterly — based on customer feedback and usage data.
* **What happens if someone leaves the company?** Their data is retained for reporting and historical context unless deleted per company policy. Inactive users are not billed.


# Page 1


# Tasks

* Create personal or team-based tasks.
* Set priorities, due dates, and link to impact fields.
* Track progress with real-time updates.


# How To Create Feedback as a Manager

## [Give Feedback Using the Feedback Assistant](https://app.arcade.software/share/R4pzx8LqCZKGW054UVGR)

{% @arcade/embed flowId="R4pzx8LqCZKGW054UVGR" url="<https://app.arcade.software/share/R4pzx8LqCZKGW054UVGR>" %}

#### 1. Navigate to the Feedback section to manage or review feedback for your team.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fb7b1d5f5-777c-41b0-ba11-02ce7bcf7c17.png\&hotspot=124.16666666666667%3B140.83333333333334%3B%2300a4ef)

#### 2. Return to the Dashboard to access an overview of key performance and feedback metrics.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fc4bb764c-ebb8-4a46-ad1d-7cd987ebfe49.png\&hotspot=38.333333333333336%3B1363.3333333333333%3B%2300a4ef)

#### 3. Click a feedback entry to review details provided to a specific team member.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F4505666d-65cf-4d1d-8a50-77d6b038b4df.png\&hotspot=288.33333333333337%3B679.1666666666667%3B%2300a4ef)

#### 4. Select your feedback recipient from the dropdown list in the New Feedback form.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F7a71914e-e7a3-457e-99a4-a3608d0c9c9d.png\&hotspot=429.99999999999994%3B717.5%3B%2300a4ef)

#### 5. Choose the colleague who will receive your feedback by clicking their name.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F865997b1-0fe3-4be1-98da-6169580535b5.png\&hotspot=360%3B715%3B%2300a4ef)

#### 6. Assign an Impact Field to categorize how the feedback relates to the employee's contribution.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F06fd92a8-a346-4eb9-bc1b-35a2829d4f68.png\&hotspot=445%3B721.6666666666666%3B%2300a4ef)

#### 7. Open the rating dropdown to select a performance rating for your feedback.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fb1c16bb2-fd14-407f-aaae-841e72562c90.png\&hotspot=417.5%3B725.8333333333334%3B%2300a4ef)

#### 8. Enter or edit your feedback in the provided text area, referencing assistant suggestions as needed.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fe6f6c4d3-9c2d-41c7-9cb2-76d5d1d1cf42.png\&hotspot=485%3B717.5%3B%2300a4ef)

#### 9. Select a rating that reflects the employee’s recent performance, such as *Excellent* for outstanding results.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F1d68cd29-0221-40b9-8193-679b39639a70.png\&hotspot=465%3B710%3B%2300a4ef)

#### 10. Click Feedback Assistant to access AI-powered suggestions for crafting effective feedback.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F70ee42c4-d5bc-4d6b-ad4c-120dde45e773.png\&hotspot=465%3B710%3B%2300a4ef)

#### 11.

![](https://image.mux.com/bKEfoMhaYH4NOjKMypNo38n3HfryPUGM7u019dJ1nkug/animated.gif?start=17.892999999999997\&end=27.892999999999997\&width=640\&fps=30)

#### 12. Click Generate Feedback to automatically create a feedback message using the assistant.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fa1f57e74-229c-44c6-9234-b183b97a0785.png\&hotspot=543.3333333333334%3B892.5000000000001%3B%2300a4ef)

#### 13.

![](https://image.mux.com/bKEfoMhaYH4NOjKMypNo38n3HfryPUGM7u019dJ1nkug/animated.gif?start=45.749\&end=55.047999999999995\&width=640\&fps=30)

#### 14. Begin entering your personal observations or comments to provide specific, helpful feedback.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fe190ed18-c2ac-4d6d-8849-ce848a772a9e.png\&hotspot=293.3333333333333%3B735%3B%2300a4ef)

#### 15.

![](https://image.mux.com/bKEfoMhaYH4NOjKMypNo38n3HfryPUGM7u019dJ1nkug/animated.gif?start=55.047999999999995\&end=62.486\&width=640\&fps=30)

#### 16. Apply the feedback you've composed to save or update it for the selected individual.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F2566d36b-8007-4a85-9008-95cb7c17a685.png\&hotspot=581.6666666666666%3B785.8333333333334%3B%2300a4ef)

#### 17. Submit your completed feedback to finalize and share it with your colleague.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2F5a0954c4-f3bd-4cd4-97b2-11ce18b8f6c3.png\&hotspot=631.6666666666666%3B810%3B%2300a4ef)

#### 18.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FR4pzx8LqCZKGW054UVGR%2Fimage%2Fe8d1cdbb-24c7-4d74-b40e-b1ddeab9079c.png)


# How to Request Feedback from a Manager

{% @arcade/embed flowId="lgJh5L8pgYVsNyKTSm46" url="<https://app.arcade.software/share/lgJh5L8pgYVsNyKTSm46>" %}

## [Request Feedback from a Colleague](https://app.arcade.software/share/lgJh5L8pgYVsNyKTSm46)

#### 1. Click "Add Feedback" to start creating or requesting feedback.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F5d67e6ee-757f-429a-b82e-cb0f73b2e450.png\&hotspot=45%3B1380.8333333333333%3B%2300a4ef)

#### 2. Edit an existing feedback entry to update its details or correct errors.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F8d74cc9f-aec9-4449-9815-4db9c3e4dcf0.png\&hotspot=217.5%3B932.4999999999999%3B%2300a4ef)

#### 3. Open the "Impact Field" dropdown to categorize your new feedback request.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F7dba1918-8be6-45c9-b79b-cd84b529ae63.png\&hotspot=344.1666666666667%3B713.3333333333334%3B%2300a4ef)

#### 4.

![](https://image.mux.com/dZgP00LzneQ9a2wP6nkEwRpMIBeRFSdaksqXtoBSlZG8/animated.gif?start=4.993\&end=9.598\&width=640\&fps=30)

#### 5. Select the colleague you want to request feedback from.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2Fd4a3c487-ea10-496f-bb96-3a114f3aef70.png\&hotspot=530.8333333333333%3B861.6666666666667%3B%2300a4ef)

#### 6. Choose another recipient if you want feedback from a different team member.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F5c98b21d-f0b7-4ac1-9c96-4c13228d4da7.png\&hotspot=450%3B783.3333333333333%3B%2300a4ef)

#### 7.

![](https://image.mux.com/dZgP00LzneQ9a2wP6nkEwRpMIBeRFSdaksqXtoBSlZG8/animated.gif?start=10.654\&end=20.654\&width=640\&fps=30)

#### 8.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F9538c6c6-0551-4dd2-910c-508ddfd1bc9e.png\&hotspot=514.1666666666666%3B811.6666666666667%3B%2300a4ef)

#### 9. Use the suggested message to quickly finalize your feedback request.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F0fa02025-b0ee-4dd7-907f-3745100eb0cf.png\&hotspot=604.1666666666666%3B844.1666666666666%3B%2300a4ef)

#### 10. Send your feedback request to the selected colleague.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F5a45ffcc-2a34-46d5-818c-9c7cf1a6db60.png\&hotspot=558.3333333333333%3B817.5000000000001%3B%2300a4ef)

#### 11. View all the feedback requests you have submitted under the "My Requests" tab.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2Fe7f6c0d9-b3dd-42b2-8cf5-be60a2f13863.png\&hotspot=137.5%3B1168.3333333333333%3B%2300a4ef)

#### 12.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FlgJh5L8pgYVsNyKTSm46%2Fimage%2F3c5d380c-20be-4db3-9df5-b5070a44717c.png)


# How to Respond to Feedback Requests in EvalFlow

Respond to feedback requests from team members

{% embed url="<https://scribehow.com/viewer/How_to_Respond_to_Feedback_Requests_in_EvalFlow__gaPAFp2wSn23xcmat-DFew>" %}


# Page 4


# Page 6


# How to Create an Objective

{% @arcade/embed flowId="ZnKsTaOCh6kfgNNY8c0I" url="<https://app.arcade.software/share/ZnKsTaOCh6kfgNNY8c0I>" %}

## [Create a New Objective in the OKRs Section](https://app.arcade.software/share/ZnKsTaOCh6kfgNNY8c0I)

#### 1. Begin by navigating to the Objectives section from the sidebar menu.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F0b1d0a2f-9b1f-4096-992a-1f3c4624d05e.png\&hotspot=153.33333333333334%3B120.83333333333333%3B%2300a4ef)

#### 2. Click the New Objective button to start creating a new objective.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F7766f8be-a075-47b5-a403-d80e3f074a02.png\&hotspot=40%3B1340.8333333333333%3B%2300a4ef)

#### 3. Choose the Owner field to assign responsibility for the new objective.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F727af039-da21-437e-b0c5-c05cc03f1f0b.png\&hotspot=253.33333333333334%3B689.1666666666666%3B%2300a4ef)

#### 4. Assign the objective to the desired person by selecting their name from the Owner dropdown.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F5e747fa3-d7c0-4e96-8997-2e7ae20e7e24.png\&hotspot=310.83333333333337%3B685%3B%2300a4ef)

#### 5. Select the appropriate Impact Field to define the area this objective will affect.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F45a0b547-bac9-4240-a013-6963e52d4f3a.png\&hotspot=253.33333333333334%3B934.1666666666666%3B%2300a4ef)

#### 6. Enter a clear description that outlines the purpose and scope of the objective.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F725caf6e-5301-44a1-8fca-e4aa00a3ead8.png\&hotspot=443.33333333333337%3B933.3333333333334%3B%2300a4ef)

#### 7. Open the OKR Assistant dropdown if you want guided support or a template for your new objective.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F228b1890-afd9-448c-bea8-0dafc25c7b70.png\&hotspot=175.83333333333331%3B667.5%3B%2300a4ef)

#### 8. Select OKR Assistant to access suggested objectives or automation features.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F0659d0e8-a6ae-4b8f-ae4a-de2feb33681f.png\&hotspot=175.83333333333331%3B667.5%3B%2300a4ef)

#### 9.

![](https://image.mux.com/seBCctyaSvwAC6Sinj8JRbORaayL8Yc3nTvS2PZnbwY/animated.gif?start=15.904000000000002\&end=25.904000000000003\&width=640\&fps=30)

#### 10. Click Generate OKR to have an objective automatically created based on your input.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F8fbdae1b-c358-4a40-8956-f004b49f8b72.png\&hotspot=233.33333333333331%3B960.8333333333333%3B%2300a4ef)

#### 11. Apply a recommended objective template by clicking Apply This OKR.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F29e42dbf-bbc0-43db-846b-9ab8f232202d.png\&hotspot=368.3333333333333%3B799.1666666666666%3B%2300a4ef)

#### 12. Use the Status dropdown to indicate the current progress of the objective.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2Fc1874acc-3c33-4f06-891d-65e4e46a31cd.png\&hotspot=527.5%3B745%3B%2300a4ef)

#### 13. Click the End Date field to specify when the objective should be completed.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2Fb6c97de0-2a96-45d5-b71a-98e0e670d1c5.png\&hotspot=585%3B703.3333333333334%3B%2300a4ef)

#### 14. Select the finishing date using the calendar to set a target completion.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F65dfb65d-0825-442a-acb9-c05dc61b6565.png\&hotspot=586.6666666666666%3B1052.5%3B%2300a4ef)

#### 15. Review or update the objective's status as needed for accurate tracking.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F8b0b6ec6-e531-4c0e-be0c-9f95d1f33c2c.png\&hotspot=335.83333333333337%3B831.6666666666666%3B%2300a4ef)

#### 16. Navigate to future months using the right arrow in the date picker.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F5ea92196-a6da-4783-a5ff-17286f0ae4f8.png\&hotspot=298.33333333333337%3B1006.6666666666666%3B%2300a4ef)

#### 17. Continue to the next month if your desired date is not currently visible.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F4b06322e-2f62-460c-88fa-c6b66fba5ddb.png\&hotspot=330.8333333333333%3B1007.4999999999999%3B%2300a4ef)

#### 18. Choose the appropriate day in the calendar for your objective's timeframe.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2Ff78a1d0b-c8a8-41db-8fcc-e2bd4f042219.png\&hotspot=540.8333333333334%3B977.5%3B%2300a4ef)

#### 19. Click Create Objective to finalize and save your new objective.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F7a7f6c96-a9d8-4345-b4cd-214cd92aedc4.png\&hotspot=622.5%3B902.5%3B%2300a4ef)

#### 20. Confirm the creation of your objective by submitting the form.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2Fe0b74993-7bcf-4334-8609-b990d44dcea6.png\&hotspot=635.8333333333334%3B1005.8333333333334%3B%2300a4ef)

#### 21.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FZnKsTaOCh6kfgNNY8c0I%2Fimage%2F60cff52c-291d-496c-892c-8a480949a27f.png)


# How to create Key Result

{% @arcade/embed flowId="jhlRduX2Y6KXmEDkJRJ8" url="<https://app.arcade.software/share/jhlRduX2Y6KXmEDkJRJ8>" %}

## [Add a Key Result to an Objective in the OKR Dashboard](https://app.arcade.software/share/jhlRduX2Y6KXmEDkJRJ8)

#### 1. Click Add Key Result under your chosen objective to begin defining measurable outcomes.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F4f299a73-3873-4808-aa89-75c2e46956ca.png\&hotspot=325%3B1366.6666666666665%3B%2300a4ef)

#### 2. Choose your preferred Key Result Assistant to guide you through creating a clear, actionable key result.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F80872d10-c535-4986-b543-46c62c567a08.png\&hotspot=187.5%3B752.5%3B%2300a4ef)

#### 3. Describe what you want this key result to measure and achieve.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F13d832f8-c0f7-4b2b-b2b8-c7dece45a51b.png\&hotspot=151.66666666666666%3B718.3333333333334%3B%2300a4ef)

#### 4.

![](https://image.mux.com/XHBVNaQ1t7Jizvlp4wOJ24MTAy6DExwHFZMS5P6dWJ4/animated.gif?start=8.066\&end=18.066000000000003\&width=640\&fps=30)

#### 5. Select "% Percent" to set the measurement unit for your key result as a percentage.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F8826d834-3255-4632-9cc5-f8ecaa5055b1.png\&hotspot=237.5%3B811.6666666666667%3B%2300a4ef)

#### 6. Click Generate Key Result to let the assistant suggest a measurable, well-defined key result based on your inputs.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F076af126-4593-43d2-a4cb-37ba9db08a14.png\&hotspot=279.16666666666663%3B855.8333333333334%3B%2300a4ef)

#### 7. Apply the suggested key result to save time and standardize your progress tracking.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F0e75a73d-bacc-4ca6-aa2f-362aed6285a6.png\&hotspot=403.3333333333333%3B843.3333333333334%3B%2300a4ef)

#### 8. Set your *target value* for this key result—this is the number you'll aim to achieve.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2Fc73e8b1e-7d7a-4b24-a74b-2c287671db97.png\&hotspot=584.1666666666666%3B738.3333333333334%3B%2300a4ef)

#### 9. Enter the current value to establish a baseline for measuring progress.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F00eb8b80-5040-433a-874f-ad561de22501.png\&hotspot=585%3B865%3B%2300a4ef)

#### 10. Save your new key result to link it with your objective and start tracking progress.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2Fc9c5071f-0715-4cf9-bc67-1ab7bbb8b671.png\&hotspot=643.3333333333334%3B854.1666666666666%3B%2300a4ef)

#### 11.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FjhlRduX2Y6KXmEDkJRJ8%2Fimage%2F35a236dd-f39f-4199-abc9-f83396459094.png)


# Page 7


# Page 8


# Page 9


# Page 2


# How to Create and Run a Performance Review Using AI Templates

EvalFlow turns performance reviews into a seamless, stress-free experience.

{% @arcade/embed flowId="NZwE3fWrbH1ape6dLvqc" url="<https://app.arcade.software/share/NZwE3fWrbH1ape6dLvqc>" %}

#### 1. Navigate to the performance reviews section to access review and template controls.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F2fd92040-4b68-4724-8ffe-a5c162db6396.png\&hotspot=379.16666666666663%3B162.5%3B%2300a4ef)

#### 2. Switch to the Templates tab to create or manage performance review templates.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F5067897f-a90b-4ced-8b6e-c37d945fd221.png\&hotspot=110%3B1294.1666666666667%3B%2300a4ef)

#### 3.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F30e69c81-e045-4cda-ab8b-60a516569a02.png\&hotspot=179.16666666666666%3B1323.3333333333333%3B%2300a4ef)

#### 4. Enter a clear, descriptive name for your new review template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F4f8113cb-0b03-410b-ae87-2b14cedc0975.png\&hotspot=228.33333333333334%3B754.1666666666667%3B%2300a4ef)

#### 5. Enable the Use sections toggle if you wish to organize review questions into separate sections. ( Optional )

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F44a7b9c0-e7d2-48ea-9370-1ae1af128f7b.png\&hotspot=381.6666666666667%3B1054.1666666666665%3B%2300a4ef)

#### 6. Continue adding relevant questions to complete your review template manually.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F7daac952-32d2-4296-9463-b79266d8ab22.png\&hotspot=570%3B821.6666666666666%3B%2300a4ef)

#### 7. Add your first question to Section 1 to start building the template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fe80bea78-55ed-45a7-9d92-c4799382139e.png\&hotspot=574.1666666666667%3B715.8333333333334%3B%2300a4ef)

#### 8. Select Rating, Comment,Multiple Choice or a combination as the desired response type for your question.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc7d7d18a-e012-4af9-96b9-c23bb5c52588.png\&hotspot=715.8333333333334%3B1095.8333333333335%3B%2300a4ef)

#### 9. Save it, go into edit mode to continue creating your template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc26d7f74-e697-41e2-ab39-4806b10edc79.png\&hotspot=269.1666666666667%3B1315.8333333333333%3B%2300a4ef)

#### 10. Use the AI assistant or manual mode to complete your template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fb55b503c-be53-4f27-a7ff-6e1950fbf6f9.png\&hotspot=57.5%3B693.3333333333334%3B%2300a4ef)

#### 11. For AI assistant mode, you will be able to provide instructions to automatically create your template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Ffc39f9bb-493c-4362-bf93-2ca9f3bf1721.png\&hotspot=593.3333333333334%3B634.1666666666666%3B%2300a4ef)

#### 12. Provide instructions on desired section and question count, add any details to the instructions, then select the industry template matching your business.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F4f3febf5-b462-4e4b-a6b8-eda24e082817.png\&hotspot=309.1666666666667%3B781.6666666666666%3B%2300a4ef)

#### 13. EvalFlow will automatically generate a first draft of your performance review template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F0f8300f8-153b-45f6-a5ab-9319e02e0979.png\&hotspot=643.3333333333334%3B781.6666666666666%3B%2300a4ef)

#### 14. Customize the generated template, update it for a final active template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F8c05361c-ec5a-4843-acc3-bdfea830d514.png\&hotspot=733.3333333333333%3B1116.6666666666665%3B%2300a4ef)

#### 15. Move to the Review Periods tab to set up when and how the template will be used.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F0825562c-b2b2-41f3-b1ea-1cc32006fd34.png\&hotspot=106.66666666666667%3B767.5%3B%2300a4ef)

#### 16. Click Create Template to begin crafting a custom performance review template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fb2809f71-a513-46d0-b416-52d699825ff2.png\&hotspot=185%3B1327.5%3B%2300a4ef)

#### 17. Use the search or filter field to find specific review periods, participants, or timelines.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F98e2190a-dc1f-4865-b511-b1c6d5b245c2.png\&hotspot=200%3B787.5%3B%2300a4ef)

#### 18. Open the Review Template dropdown and select your custom template for the new period.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F6b5cc565-3967-4655-bbbe-8a4bd9227967.png\&hotspot=374.1666666666667%3B652.5%3B%2300a4ef)

#### 19. Choose the appropriate template to define the structure and questions for the review period.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F05185ef7-ff12-410d-a38d-2ee24c143238.png\&hotspot=447.5%3B720.8333333333333%3B%2300a4ef)

#### 20. Set the Start Date to determine when the review period will begin.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Ff9b2430d-2073-4291-ae98-84ab0435c419.png\&hotspot=447.5%3B651.6666666666666%3B%2300a4ef)

#### 21. Pick an End Date to define when the review period will conclude.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F06a1380c-ce34-4695-8566-1014b0b095e0.png\&hotspot=450.8333333333333%3B920.8333333333334%3B%2300a4ef)

#### 22. Select all available departments if the review should apply company-wide.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F7cbc14d1-f5eb-4260-8313-0b64e31965d4.png\&hotspot=520%3B549.1666666666666%3B%2300a4ef)

#### 23. Optionally, select specific departments to target the review period.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F566071df-a964-457f-a43e-6dc58307dd63.png\&hotspot=539.1666666666666%3B565.8333333333334%3B%2300a4ef)

#### 24. Change the review period status from Draft to Active or Published when ready to launch.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F18ef6cd0-e3b2-4783-beab-30b9aeff6a9e.png\&hotspot=634.1666666666666%3B876.6666666666667%3B%2300a4ef)

#### 25.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F662db3d2-8e13-476c-867b-6a9541836347.png\&hotspot=698.3333333333334%3B884.1666666666666%3B%2300a4ef)

#### 26. Set the review frequency (e.g., Annual) according to your evaluation cycle.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F77c46875-b384-40f2-8dc2-7532f7b18c6d.png\&hotspot=650%3B737.5%3B%2300a4ef)

#### 27. Enter a meaningful name or description for the review period to clarify its purpose.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc2c69152-622e-4f00-b6c3-7440f1fe4939.png\&hotspot=702.5%3B714.1666666666666%3B%2300a4ef)

#### 28. Finalize and create the review period, making it available for use throughout your organization.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc484800f-96d6-4530-a3fd-b181927e7280.png\&hotspot=716.6666666666666%3B1016.6666666666666%3B%2300a4ef)

#### 29. Managers will be able to see and fill the review template in the Team's screen.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F025fd04b-0d8e-4b2d-8f64-a04c8d694570.png)


# How to Create a New Performance Review Period

Learn how to efficiently set up and configure a new performance review cycle within EvalFlow. This guide walks you through selecting templates, defining participant groups, and finalizing period detai

{% embed url="<https://scribehow.com/o/xRJKpDDDRsa5SQ9NqYpYQg/viewer/How_to_Create_a_New_Performance_Review_Period__y8SyyhuSRW2sMR3j6EpQyw>" %}


# Page 5


# 360 Peer Feedback

## [Enable 360° Peer Feedback for Your Organization](https://app.arcade.software/share/gMSeCE59x1Vaivw7A8ht)

{% @arcade/embed flowId="gMSeCE59x1Vaivw7A8ht" url="<https://app.arcade.software/share/gMSeCE59x1Vaivw7A8ht>" %}

#### 1. Start by opening Settings in the main menu to manage important configurations.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FgMSeCE59x1Vaivw7A8ht%2Fimage%2Fa4f2570d-f662-4f14-85c3-42c28e668d0c.png\&hotspot=425%3B75%3B%2300a4ef)

#### 2. Navigate to the Authentication & Security tab to find advanced security and feedback options.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FgMSeCE59x1Vaivw7A8ht%2Fimage%2F95b52b0c-f258-447b-ade5-5f5cb3090fc4.png\&hotspot=124.16666666666667%3B745.8333333333333%3B%2300a4ef)

#### 3.

![](https://image.mux.com/H7HOkinQ01Y5ValXwqOcSfPZbxgkZD7c3D00ILEGBD8Ow/animated.gif?start=6.859\&end=14.366999999999999\&width=640\&fps=30)

#### 4. Toggle the Enable 360° Peer Feedback switch to empower peer evaluation across your organization.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FgMSeCE59x1Vaivw7A8ht%2Fimage%2F730aa5df-ee6f-4110-b9d1-89dc384b4584.png\&hotspot=500%3B1359.1666666666667%3B%2300a4ef)

#### 5. Click Save Security Settings to make your changes to peer feedback active.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FgMSeCE59x1Vaivw7A8ht%2Fimage%2F9e6c22ca-95d2-4cfa-9830-cea90e077e94.png\&hotspot=638.3333333333334%3B550%3B%2300a4ef)

#### 6. Go to the 360° Feedback section to manage and monitor ongoing peer review activities.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FgMSeCE59x1Vaivw7A8ht%2Fimage%2F21bcb9e7-731d-4ace-b6b1-2375d61d972f.png\&hotspot=385%3B101.66666666666666%3B%2300a4ef)

#### 7.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FgMSeCE59x1Vaivw7A8ht%2Fimage%2Fa537e59d-2bfb-4b9b-a934-ecc9be98edab.png)


# How to submit a Recognition

{% @arcade/embed flowId="23GEyI9sENk9NZGAE8Pp" url="<https://app.arcade.software/share/23GEyI9sENk9NZGAE8Pp>" %}

## [Submit Employee Recognition for a Colleague](https://app.arcade.software/share/23GEyI9sENk9NZGAE8Pp)

#### 1. Navigate to the Recognitions section to manage or submit employee recognitions.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Fb65b5860-11c3-447c-becf-7983869dbc26.png\&hotspot=251.66666666666666%3B109.16666666666666%3B%2300a4ef)

#### 2. Click on the Give Recognition button to begin the process of acknowledging a colleague.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Fd02b9e0c-3e83-4e16-90fb-ceac3d188ffd.png\&hotspot=31.666666666666668%3B1324.1666666666667%3B%2300a4ef)

#### 3. Review past recognition messages for examples or inspiration before submitting your own.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Fabc0919d-caf2-4105-b3ec-8885000ad398.png\&hotspot=260%3B725%3B%2300a4ef)

#### 4. Select the colleague you want to recognize from the Recipient dropdown menu.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2F25ea36c8-dc77-43a7-b199-c2e17a7c7273.png\&hotspot=269.1666666666667%3B725.8333333333334%3B%2300a4ef)

#### 5.

![](https://image.mux.com/aLxrgSpPH01P90201wZv18kkg6L35ObsHmo99EiyAxiO01Y/animated.gif?start=7.662\&end=13.86\&width=640\&fps=30)

#### 6. Choose the specific colleague to receive the recognition.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Fbfa9012a-d760-4fdd-af05-4325d03f5308.png\&hotspot=440%3B750%3B%2300a4ef)

#### 7. Continue by confirming your choice of recipient for this recognition.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2F3e2bc622-b932-4227-b6c8-ea1e4c671dd5.png\&hotspot=354.16666666666663%3B697.5%3B%2300a4ef)

#### 8. Pick an Impact Field that best represents the contribution being acknowledged, such as Team Collaboration and Leadership.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Ff0058f9f-94a8-49aa-a0e4-60c9f230f918.png\&hotspot=566.6666666666666%3B740.8333333333334%3B%2300a4ef)

#### 9. Alternatively, select Customer Satisfaction if that best reflects the recognized achievement.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2F0195ac01-a3b6-4bf9-ab47-b88a1addb3d3.png\&hotspot=430.8333333333333%3B756.6666666666666%3B%2300a4ef)

#### 10. Select a recognition category like Demonstrating strong leadership or teamwork skills to provide specific context.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2F953b3b8c-1849-4222-89c9-854d1980ddbd.png\&hotspot=626.6666666666666%3B850%3B%2300a4ef)

#### 11. You can also select Consistently delivers high-quality work if it aligns better with the colleague's achievement.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2F17706d3a-368b-4c5e-8e15-d602bc80ea50.png\&hotspot=525.8333333333334%3B853.3333333333334%3B%2300a4ef)

#### 12.

![](https://image.mux.com/aLxrgSpPH01P90201wZv18kkg6L35ObsHmo99EiyAxiO01Y/animated.gif?start=27.293999999999997\&end=37.294\&width=640\&fps=30)

#### 13. Click Enhance to automatically improve the clarity or impact of your recognition comment.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Fcf13869b-8c66-45b2-9d1f-dd621a5cb0ae.png\&hotspot=468.33333333333337%3B956.6666666666666%3B%2300a4ef)

#### 14. Enter a thoughtful comment to personalize your recognition message.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Faeb08410-37e3-4384-a55b-ee4e3fcc13d3.png\&hotspot=548.3333333333334%3B980.0000000000001%3B%2300a4ef)

#### 15.

![](https://image.mux.com/aLxrgSpPH01P90201wZv18kkg6L35ObsHmo99EiyAxiO01Y/animated.gif?start=56.538999999999994\&end=58.634\&width=640\&fps=30)

#### 16. Submit the recognition to formally acknowledge your colleague's contributions.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2F3c6a81b4-5481-47a2-bdd7-bf5282988a99.png\&hotspot=640%3B901.6666666666667%3B%2300a4ef)

#### 17.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F23GEyI9sENk9NZGAE8Pp%2Fimage%2Fbc91ce22-68d2-4b83-94c8-640f6dc0f2ba.png)


# Spotlight

How to Create and Share a Spotlight Post Highlighting Team Achievements

{% @arcade/embed flowId="KjhTKW3fDX4uVyQbHhVy" url="<https://app.arcade.software/share/KjhTKW3fDX4uVyQbHhVy>" %}

## [Create and Share a Spotlight Post Highlighting Team Achievements](https://app.arcade.software/share/KjhTKW3fDX4uVyQbHhVy)

#### 1. Select the Spotlight section from the navigation menu to highlight team achievements.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F179df385-6a56-4d53-97b8-5af1975fbe00.png\&hotspot=283.3333333333333%3B105%3B%2300a4ef)

#### 2. Click the Create Post button to begin composing a new spotlight post.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F09f41e7f-5bd5-4701-8d32-d08877386a51.png\&hotspot=39.166666666666664%3B1383.3333333333335%3B%2300a4ef)

#### 3. Use the left arrow to view the previous image in the post's image carousel.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F6a00a182-8918-4ac3-a09d-f4bf4b0c785d.png\&hotspot=499.1666666666667%3B564.1666666666666%3B%2300a4ef)

#### 4. Add a descriptive or catchy title to your new post for better visibility.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F756bc878-5f8f-40b8-a64c-1150d1015e4c.png\&hotspot=245.83333333333331%3B613.3333333333334%3B%2300a4ef)

#### 5.

![](https://image.mux.com/CCwqZYvVHztnHKBRm1dvmfaQP6Psb02zMWGGhBfIqKGw/animated.gif?start=35.79\&end=45.229\&width=640\&fps=30)

#### 6. Click in the content area to write details or context about the team's achievement.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2Fdf98a345-c43e-494c-bb50-7451f2c56663.png\&hotspot=320%3B630.8333333333334%3B%2300a4ef)

#### 7. Edit or enter the post title to summarize the spotlight achievement.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F9f65cf38-676a-4f60-82c3-79ad9cdf6f3d.png\&hotspot=241.66666666666666%3B649.1666666666666%3B%2300a4ef)

#### 8. Begin typing your message to highlight accomplishments or recognitions.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F67c50197-3563-424c-b02d-871d6e81567d.png\&hotspot=294.1666666666667%3B628.3333333333334%3B%2300a4ef)

#### 9. Attach another image to visually enrich your spotlight post.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F30e6f051-fb91-49bb-b96d-21c713a939e4.png\&hotspot=386.6666666666667%3B603.3333333333334%3B%2300a4ef)

#### 10. Click Apply to use the AI-generated suggestion and enhance your post's message.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F3e93bf6d-7a6b-4bb0-a8ff-ebeea7a0a161.png\&hotspot=364.16666666666663%3B1070%3B%2300a4ef)

#### 11. Click Post to publish your spotlight post and share the team's achievement.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2Fe34e4996-58fe-406c-ae1d-0f0f1f390fb9.png\&hotspot=612.5%3B1068.3333333333333%3B%2300a4ef)

#### 12. Browse through images in the post using the next arrow to view more highlights.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2Fc1eaad2a-9ce5-4fa9-914b-25229ebca8d7.png\&hotspot=448.33333333333337%3B1388.3333333333333%3B%2300a4ef)

#### 13. Show recognition by clicking the Like button under a post celebrating achievements.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2F0d947a9a-72b0-4b92-952f-bda85e82e234.png\&hotspot=647.5%3B640.8333333333334%3B%2300a4ef)

#### 14.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FKjhTKW3fDX4uVyQbHhVy%2Fimage%2Fd972f0c2-bf6e-405d-ac63-93fb6e1352fd.png)


# Page 3


# Admin Tools

User & Role Management

* Add, edit, deactivate users.
* Assign roles: CEO, HR, Manager, Employee.
* Use "Company Admin" to grant admin rights without changing title.

#### Departments

* Create and manage organizational structure.
* Assign department leads.
* Track department-level performance.

#### Knowledge Base

* Create internal documents, policies, and training guides.
* Categorize and control access per role.
* AI-assisted content creation and auto-tagging.


# Security & Integrations

Congratulations on Taking the First Step Towards Effective Key Results with Evalflow! With Evalflow's intuitive platform, creating key results is straightforward and efficient. Follow these easy steps

#### Authentication

* 2FA via authenticator apps.
* SSO Through WorkOS ( Future Feature )

#### Integrations

* Microsoft Teams & Slack: Get notifications, interact via bot. ( Future Feature )

#### Workday Integrations

## Workday Integration Guide

### EvalFlow ↔ Workday HR Data Synchronization

***

### Table of Contents

1. Introduction
2. Prerequisites
3. Workday Configuration
4. EvalFlow Configuration
5. Status Mapping
6. Sync Behavior
7. Sync Frequency Options
8. Troubleshooting
9. Security Considerations
10. FAQ

***

### Introduction

#### What This Integration Does

The EvalFlow-Workday integration enables **automatic employee provisioning and synchronization** from your Workday HCM system to EvalFlow. This eliminates manual data entry, ensures consistency, and keeps your performance management platform always up-to-date with your source of truth for employee data.

#### Sync Direction

> ⚠️ **One-Way Sync**: Workday → EvalFlow
>
> Data flows **only from Workday to EvalFlow**. Changes made in EvalFlow (such as custom fields or local edits) will not sync back to Workday.

#### What Data is Synchronized

| Data Type                | Description                          |
| ------------------------ | ------------------------------------ |
| **Employee Identity**    | First name, last name, email address |
| **Position**             | Job title / business title           |
| **Department**           | Supervisory organization             |
| **Manager Relationship** | Reporting hierarchy                  |
| **Employment Status**    | Active, terminated, on leave, etc.   |
| **Hire Date**            | Original hire date                   |
| **Termination Date**     | If applicable                        |

***

### Prerequisites

Before configuring the integration, ensure the following:

#### Workday Requirements

| Requirement                | Details                                                  |
| -------------------------- | -------------------------------------------------------- |
| **Workday Tenant**         | Active Workday HCM tenant (Production or Sandbox)        |
| **Admin Access**           | Security Administrator or Integration Administrator role |
| **Report Designer Access** | Ability to create Custom Reports (RaaS)                  |

#### EvalFlow Requirements

| Requirement       | Details                              |
| ----------------- | ------------------------------------ |
| **Admin Role**    | EvalFlow Admin or Super Admin access |
| **Company Setup** | Company already created in EvalFlow  |

#### Network Considerations

* EvalFlow servers must be able to reach your Workday tenant URL
* If using Workday in a private cloud or behind a firewall, whitelist EvalFlow's IP ranges (contact support for current IPs)
* HTTPS (TLS 1.2+) is required for all connections

***

### Workday Configuration

Complete these steps in your Workday tenant. This section is intended for **Workday Administrators**.

#### Step 1: Create Integration System User (ISU)

The Integration System User is a dedicated service account for EvalFlow to authenticate with Workday.

1. **Navigate to**: Search → "Create Integration System User"
2. **Enter User Details**:
   * **User Name**: `ISU_EvalFlow` (or your naming convention)
   * **New Password**: Generate a strong password (save securely)
   * **Require New Password at Next Sign In**: ❌ Unchecked
   * **Do Not Allow UI Sessions**: ✅ Checked (recommended for security)
3. **Click OK** to create the user

> 💡 **Tip**: Use a naming convention like `ISU_` prefix so integration accounts are easily identifiable.

> ⚠️ **Important**: Store the password securely. You'll need it when configuring EvalFlow.

#### Step 2: Create Integration System Security Group

Security groups control what data the ISU can access.

1. **Navigate to**: Search → "Create Security Group"
2. **Select Type**: `Integration System Security Group (Unconstrained)`
3. **Enter Details**:
   * **Name**: `ISSG_EvalFlow_Integration`
   * **Description**: "Security group for EvalFlow HR sync integration"
4. **Click OK**
5. **Add Member**:
   * Search for and select `ISU_EvalFlow` (the user created in Step 1)
   * Click OK to save

#### Step 3: Assign Domain Permissions

Grant the security group read access to worker data.

1. **Navigate to**: Search → "Maintain Permissions for Security Group"
2. **Select**: `ISSG_EvalFlow_Integration`
3. **Under Domain Security Policies**, click **Edit**
4. **Add the following domain permissions**:

| Domain                             | Permission     |
| ---------------------------------- | -------------- |
| Worker Data: Workers               | **Get** (View) |
| Worker Data: Public Worker Reports | **Get** (View) |

5. **Click OK** to save changes

#### Step 4: Activate Security Policy Changes

After modifying security policies, you must activate the changes.

1. **Navigate to**: Search → "Activate Pending Security Policy Changes"
2. **Add a Comment**: "Activated EvalFlow integration permissions"
3. **Click OK** to activate

> ⚠️ **Note**: In production tenants, this may require approval based on your organization's security workflow.

#### Step 5: Create Custom Report (RaaS)

Create a Report-as-a-Service (RaaS) report that EvalFlow will query.

1. **Navigate to**: Search → "Create Custom Report"
2. **Report Details**:
   * **Report Name**: `EvalFlow_Employee_Sync`
   * **Report Type**: `Advanced`
   * **Data Source**: `All Active and Terminated Workers` (or your preferred scope)
   * **Enable As Web Service**: ✅ Checked
3. **Add Report Columns** (exact column names matter):

| Report Column Name | Workday Field Path                       | Required |
| ------------------ | ---------------------------------------- | -------- |
| `Employee_ID`      | Worker → Employee ID                     | ✅ Yes    |
| `Email`            | Worker → Email - Work (Primary)          | ✅ Yes    |
| `First_Name`       | Worker → Legal Name → First Name         | ✅ Yes    |
| `Last_Name`        | Worker → Legal Name → Last Name          | ✅ Yes    |
| `Position`         | Worker → Business Title                  | ❌ No     |
| `Department`       | Worker → Supervisory Organization → Name | ❌ No     |
| `Manager_ID`       | Worker → Manager → Employee ID           | ❌ No     |
| `Worker_Status`    | Worker → Worker Status                   | ✅ Yes    |
| `Hire_Date`        | Worker → Hire Date                       | ❌ No     |
| `Termination_Date` | Worker → Termination Date                | ❌ No     |

4. **Configure Filters** (Optional but Recommended):
   * Exclude contingent workers if not needed
   * Filter by specific locations or organizations if applicable
5. **Click OK** to save the report

#### Step 6: Enable Web Service & Get Endpoint URL

1. **Open the report**: Search → "View Custom Report" → Select `EvalFlow_Employee_Sync`
2. **Click**: Actions → Web Service → View URLs
3. **Copy the JSON endpoint URL**. It will look like:

```
https://wd5.myworkday.com/[tenant]/ccx/service/customreport2/[tenant]/[report_owner]/EvalFlow_Employee_Sync?format=json
```

4. **Save this URL** - you'll enter it in EvalFlow

> 💡 **Tip**: Test the URL by pasting it in a browser while logged into Workday. You should see JSON data.

***

### EvalFlow Configuration

Complete these steps in EvalFlow. This section is for **EvalFlow Administrators**.

#### Step 1: Navigate to Workday Integration Settings

1. Log in to EvalFlow as an Admin
2. Go to **Settings** → **Integrations** → **Workday**
3. Click **Configure Integration** or **Enable Workday Sync**

#### Step 2: Enter Connection Details

| Field                | Value                           | Example                                                                         |
| -------------------- | ------------------------------- | ------------------------------------------------------------------------------- |
| **Tenant URL**       | Your Workday tenant base URL    | `https://wd5.myworkday.com/acme`                                                |
| **Workers Endpoint** | The RaaS report endpoint path   | `/ccx/service/customreport2/acme/john.smith/EvalFlow_Employee_Sync?format=json` |
| **Username**         | ISU username created in Workday | `ISU_EvalFlow`                                                                  |
| **Password**         | ISU password                    | (stored encrypted)                                                              |

#### Step 3: Test Connection

1. Click **Test Connection**
2. EvalFlow will attempt to authenticate and fetch a sample of worker data
3. **Success**: You'll see a confirmation with the number of workers found
4. **Failure**: See Troubleshooting section

#### Step 4: Configure Sync Settings

| Setting                       | Description                                      | Recommended   |
| ----------------------------- | ------------------------------------------------ | ------------- |
| **Sync Frequency**            | How often to sync                                | Every 6 hours |
| **Deactivation Grace Period** | Days before terminated employees are deactivated | 7 days        |
| **Auto-create Departments**   | Create departments from Workday org structure    | ✅ Enabled     |

#### Step 5: Review Status Mapping

Review and customize how Workday statuses map to EvalFlow statuses. See Status Mapping section.

#### Step 6: Enable Integration

1. Review all settings
2. Click **Enable Sync**
3. Optionally, click **Run Initial Sync** to immediately synchronize all employees

***

### Status Mapping

EvalFlow maps Workday worker statuses to internal user statuses. The default mappings are:

| Workday Status | EvalFlow Status | Behavior                            |
| -------------- | --------------- | ----------------------------------- |
| `Active`       | **Active**      | Full platform access                |
| `On Leave`     | **Active**      | Maintains access during leave       |
| `Pre-Hire`     | **Onboarding**  | Limited access for new hires        |
| `Terminated`   | **Inactive**    | Access revoked (after grace period) |
| `Inactive`     | **Inactive**    | Access revoked                      |
| `Retired`      | **Inactive**    | Access revoked                      |

#### Customizing Status Mapping

You can customize these mappings in the Workday integration settings:

1. Go to **Settings** → **Integrations** → **Workday** → **Status Mapping**
2. For each Workday status, select the corresponding EvalFlow status
3. Click **Save Mapping**

> 💡 **Tip**: If your organization uses custom Workday statuses, add them to the mapping table before the first sync.

***

### Sync Behavior

#### New Employee Creation

When a new employee appears in Workday:

1. EvalFlow creates a new user account
2. User is created in **Onboarding** or **Active** status (based on Worker\_Status)
3. User receives a welcome email with login instructions
4. Manager relationship is established (if Manager\_ID is provided)

#### Employee Updates

When employee data changes in Workday:

| Field           | Update Behavior                            |
| --------------- | ------------------------------------------ |
| First/Last Name | ✅ Updated automatically                    |
| Position/Title  | ✅ Updated automatically                    |
| Department      | ✅ Updated (department created if new)      |
| Manager         | ✅ Updated (manager linked by Employee\_ID) |
| Email           | ⚠️ **Conditional** - see below             |

**Email Update Safety**

> ⚠️ **Important**: Email addresses are **NOT** automatically updated if:
>
> * The user has already logged in to EvalFlow, OR
> * The user has SSO (WorkOS) authentication enabled
>
> This prevents authentication issues. Contact support to manually update emails for existing users.

#### Employee Termination

When an employee is terminated in Workday:

1. **Grace Period**: User remains active for the configured grace period (default: 7 days)
2. **Deactivation**: After grace period, user status changes to **Inactive**
3. **Data Retention**: All user data (feedback, reviews, goals) is preserved
4. **Access Revoked**: User can no longer log in

***

### Sync Frequency Options

| Frequency        | Best For                | API Calls/Day |
| ---------------- | ----------------------- | ------------- |
| Every 15 minutes | Rapid onboarding needs  | \~96          |
| Every hour       | Most organizations      | \~24          |
| Every 6 hours    | Stable workforce        | \~4           |
| Every 12 hours   | Minimal changes         | \~2           |
| Daily            | Small organizations     | 1             |
| Manual only      | Testing/controlled sync | 0 (on-demand) |

> 💡 **Recommendation**: Start with **Every 6 hours** and adjust based on your needs.

***

### Troubleshooting

#### Common Errors and Solutions

**Authentication Failed (401)**

| Cause                       | Solution                                    |
| --------------------------- | ------------------------------------------- |
| Incorrect username/password | Verify ISU credentials in Workday           |
| ISU account locked          | Unlock in Workday Security settings         |
| Password expired            | Update password and reconfigure in EvalFlow |

**Forbidden (403)**

| Cause                             | Solution                                       |
| --------------------------------- | ---------------------------------------------- |
| Missing domain permissions        | Add "Get" permission for Worker Data domain    |
| Security policy not activated     | Run "Activate Pending Security Policy Changes" |
| ISU not in correct security group | Verify ISSG membership                         |

**Report Not Found (404)**

| Cause                             | Solution                                  |
| --------------------------------- | ----------------------------------------- |
| Incorrect endpoint URL            | Verify the RaaS URL path                  |
| Report not enabled as web service | Enable "Web Service" on the custom report |
| Report deleted or renamed         | Recreate or update the endpoint path      |

**No Workers Returned**

| Cause                          | Solution                                           |
| ------------------------------ | -------------------------------------------------- |
| Report filters too restrictive | Adjust report filter criteria                      |
| Wrong data source selected     | Use "All Active and Terminated Workers"            |
| Column names mismatch          | Ensure column names match exactly (case-sensitive) |

**Manager Relationships Not Syncing**

| Cause                      | Solution                                   |
| -------------------------- | ------------------------------------------ |
| Manager\_ID column missing | Add Manager → Employee ID to report        |
| Manager not yet synced     | Run sync twice (managers must exist first) |
| Circular reference         | Check for manager loops in Workday         |

#### Viewing Sync Logs

1. Go to **Settings** → **Integrations** → **Workday** → **Sync Logs**
2. Review recent sync attempts, success/failure counts, and error details
3. Export logs for support tickets if needed

***

### Security Considerations

#### Credential Security

* ✅ ISU credentials are **encrypted at rest** using AES-256
* ✅ Credentials are **never logged** or exposed in error messages
* ✅ All API calls use **HTTPS/TLS 1.2+**

#### Least Privilege Principle

The ISU should have **minimum required permissions**:

| ✅ Required                  | ❌ Not Required                      |
| --------------------------- | ----------------------------------- |
| Worker Data: Workers (Get)  | Worker Data: Workers (Put/Post)     |
| Public Worker Reports (Get) | Compensation Data                   |
|                             | Payroll Data                        |
|                             | Personally Identifiable Information |

#### Network Security

* Consider restricting the ISU to specific IP ranges if Workday supports it
* Use Workday's audit logs to monitor ISU activity
* Rotate ISU password periodically (update in EvalFlow after rotation)

#### Data Privacy

* Only sync data fields that EvalFlow needs
* Exclude sensitive fields (SSN, bank info, etc.) from the RaaS report
* Review data retention policies for both systems

***

### FAQ

#### Q: Can I sync from multiple Workday tenants?

**A:** Currently, EvalFlow supports one Workday tenant per company. Contact support for multi-tenant requirements.

#### Q: What happens if the sync fails?

**A:** EvalFlow retries failed syncs automatically. After 3 consecutive failures, sync is paused and an admin notification is sent. Data remains unchanged until sync succeeds.

#### Q: Can I exclude certain employees from syncing?

**A:** Yes. Add filters to your Workday RaaS report to exclude specific workers, locations, or worker types.

#### Q: How do I sync contractors/contingent workers?

**A:** Modify your RaaS report's data source to include contingent workers. Ensure the report includes the same required columns.

#### Q: What if an employee's Workday ID changes?

**A:** Employee\_ID is the unique identifier. If it changes, EvalFlow will create a new user. Contact support to merge records.

#### Q: Can I manually override synced data?

**A:** Yes, but manual changes may be overwritten on the next sync for fields controlled by Workday (name, position, department, manager).

#### Q: How long does the initial sync take?

**A:** Depends on employee count:

* < 500 employees: \~1-2 minutes
* 500-2,000 employees: \~5-10 minutes
* 2,000+ employees: \~15-30 minutes

#### Q: Is there a sandbox mode for testing?

**A:** Yes. Use your Workday sandbox tenant URL during initial setup. Switch to production when ready.

***

### Support

For integration support, contact:

* **Email**: <info@evalflow.com>
* **Documentation**: <https://docs.evalflow.com>
* **In-App Help**: Settings → Help → Contact Support

***

*Last Updated: January 2026* *Version: 1.0*


# Microsoft Teams Integration Guide

### Overview

EvalFlow's Microsoft Teams integration allows you to sync your organization's users and send evaluation notifications directly through Teams. This guide covers setup, permissions, and troubleshooting.

***

### Prerequisites

To set up the Teams integration, you need:

* **Microsoft 365 Subscription** with Teams enabled
* **Global Administrator** or **Teams Service Administrator** role in your organization
* **Azure Active Directory** access (included with Microsoft 365)

***

### Setup Instructions

#### 1. Initiate Connection

1. Navigate to **Settings → Integrations** in EvalFlow
2. Click **Connect to Microsoft Teams**
3. A popup window will open with the Microsoft consent screen

#### 2. Grant Admin Consent

The Microsoft consent screen will show the permissions EvalFlow requires:

| Permission                | Purpose                                                             |
| ------------------------- | ------------------------------------------------------------------- |
| **User.Read.All**         | Sync team members' names and emails to match with EvalFlow accounts |
| **Chat.Create**           | Send evaluation notifications via Teams direct messages             |
| **Chat.ReadWrite.All**    | Manage bot conversations for evaluation reminders                   |
| **Group.ReadWrite.All**   | Detect team memberships for role assignments                        |
| **TeamSettings.Read.All** | Verify Teams configuration for optimal integration                  |

**Important Notes:**

* These permissions are **read-only for user data** - EvalFlow cannot modify your directory
* EvalFlow **cannot read** existing messages, emails, or files
* All permissions use **Application** type (service-to-service) for reliable background sync
* Permissions can be revoked anytime through Azure AD

#### 3. Complete Setup

1. Click **Accept** on the consent screen
2. The popup will close automatically
3. You'll see a success message in EvalFlow
4. Click **Sync Users** to perform the initial sync

***

### User Sync Process

#### How It Works

EvalFlow syncs users by matching email addresses:

1. **Fetches users** from your Microsoft 365 directory
2. **Matches emails** with existing EvalFlow accounts (case-insensitive)
3. **Creates mappings** so evaluations can be sent via Teams
4. **Syncs automatically** every hour in the background

#### What Gets Synced

For each matched user:

* Microsoft Teams User ID (internal identifier)
* Email address
* Display name
* Last sync timestamp

#### What Doesn't Get Synced

EvalFlow does **NOT** access or store:

* Passwords or authentication credentials
* Teams messages or chat history
* Email contents
* OneDrive files
* Calendar events
* Any personal data beyond name and email

***

### Troubleshooting

#### "Admin consent required" Error

**Cause:** You don't have sufficient permissions in Microsoft 365

**Solution:**

1. Contact your **Global Administrator** or **Teams Service Administrator**
2. Ask them to complete the Teams integration setup
3. They can access EvalFlow → Settings → Integrations → Connect to Microsoft Teams

#### Users Not Syncing

**Cause:** Email addresses don't match between EvalFlow and Microsoft 365

**Solution:**

1. Go to **Settings → Integrations → Teams**
2. Check the **User Mappings** table
3. Verify email addresses match exactly in both systems
4. Update user emails in EvalFlow if needed
5. Click **Sync Users** again

#### "Integration disconnected" Message

**Cause:** Admin consent was revoked or expired

**Solution:**

1. Click **Reconnect to Teams**
2. Complete the admin consent flow again
3. All existing user mappings will be preserved

#### Sync Failed with No Error

**Cause:** Temporary connectivity issue with Microsoft services

**Solution:**

1. Wait 5 minutes and try again
2. Click **Sync Users** manually
3. If issue persists, check [Microsoft 365 Service Health](https://admin.microsoft.com/Adminportal/Home#/servicehealth)

***

### Security & Compliance

#### Authentication Method

EvalFlow uses **OAuth 2.0**, Microsoft's recommended standard for secure application authentication. This means:

* ✓ No user passwords are ever shared with EvalFlow
* ✓ All authentication is handled by Microsoft's secure infrastructure
* ✓ Access tokens are encrypted and securely managed
* ✓ Each organization's data is completely isolated
* ✓ Integration can be revoked instantly by your IT administrator

#### Data Storage

**What we store:**

* Teams User IDs (for identity matching)
* User email addresses and display names
* Integration status and sync timestamps

**What we don't store:**

* User passwords or credentials
* Message contents or chat history
* Email contents or attachments
* Files or documents
* Calendar information
* Any personal data beyond what's necessary for user matching

#### Audit & Compliance

* All API calls to Microsoft Graph are logged in your **Microsoft 365 Audit Logs**
* You can review integration activity in **Azure AD → Sign-ins**
* Integration can be revoked instantly via **Azure AD → Enterprise Applications**

#### Revoking Access

To disconnect the Teams integration:

**Option 1: From EvalFlow**

1. Go to Settings → Integrations → Teams
2. Click **Disconnect**
3. Confirm disconnection

**Option 2: From Azure AD**

1. Go to [Azure Portal](https://portal.azure.com)
2. Navigate to **Azure Active Directory → Enterprise Applications**
3. Find **EvalFlow** in the list
4. Click **Permissions** → **Revoke admin consent**

***

### Data Residency & Compliance

#### Data Processing

* Integration operates in compliance with Microsoft's data protection standards
* No Teams message content is processed or stored
* User directory information (names, emails) is processed solely for identity matching
* All data handling follows industry-standard encryption practices

#### Compliance Frameworks

EvalFlow maintains security controls aligned with:

* SOC 2 Type II standards
* GDPR requirements for EU customers
* Industry best practices for data protection

For detailed compliance documentation or specific regulatory requirements, please contact <info@evalflow.com>.

***

### Multi-Tenant Support

If your organization uses multiple Microsoft 365 tenants:

* Each tenant requires separate admin consent
* User mappings are isolated per tenant
* Contact your account manager for enterprise tenant management options

***

### API Rate Limits

Microsoft Graph API enforces rate limits to ensure service stability. EvalFlow handles these automatically:

* User sync operations are optimized to stay within Microsoft's limits
* Large organizations may experience initial sync times of 2-5 minutes
* Failed requests are automatically retried
* Sync frequency is balanced between data freshness and API efficiency

***

### Best Practices

#### For IT Administrators

✓ **Review permissions** before granting consent - understand what each permission does\
✓ **Test with a pilot group** before rolling out company-wide\
✓ **Monitor audit logs** in Azure AD for the first week after setup\
✓ **Document the integration** in your internal IT knowledge base\
✓ **Set up alerts** for any permission changes in Azure AD

#### For EvalFlow Administrators

✓ **Sync users regularly** to keep mappings up-to-date\
✓ **Verify email accuracy** in both systems before syncing\
✓ **Test notifications** with a small group first\
✓ **Review user mappings** after each sync to catch issues early

***

### Support

#### Documentation

* [Microsoft Teams Admin Center](https://admin.teams.microsoft.com)
* [Azure AD Portal](https://portal.azure.com)
* [Microsoft Graph API Documentation](https://learn.microsoft.com/en-us/graph/)

#### Contact EvalFlow Support

For integration issues, please contact:

* **Email:** <info@evalflow.com>
* **In-app chat:** Click the help icon in the bottom-right corner
* Include your organization name and a description of the issue

When reporting issues, helpful information includes:

* Error messages (screenshot or exact text)
* When the issue started occurring
* Number of users affected
* Recent changes to your Microsoft 365 setup

***

### Frequently Asked Questions

**Q: Can EvalFlow read our Teams messages?**\
A: No. EvalFlow can only send notifications to users. We cannot read message history or channel conversations.

**Q: What happens if an admin who granted consent leaves the company?**\
A: The integration continues working. Admin consent is granted to the application, not tied to a specific user account.

**Q: Can we limit which users are synced?**\
A: Currently, all active users in your Microsoft 365 directory are included in the sync. User filtering based on groups is on our roadmap.

**Q: How often does the sync run?**\
A: Automatically every hour. You can also trigger manual syncs anytime from Settings → Integrations.

**Q: Does this work with Microsoft 365 Government (GCC)?**\
A: Standard commercial Microsoft 365 only. Contact us for GCC/GCC-High requirements.

**Q: Can I use Teams integration with SSO/SAML login?**\
A: Yes, Teams integration works independently of your EvalFlow login method.

***

### Version History

**Last Updated:** January 2026\
**Integration Version:** 2.0 (Client Credentials Flow)

#### Recent Changes

* Improved reliability for large organizations (1000+ users)
* Enhanced error messages for easier troubleshooting
* Faster sync performance for initial setup
* Better handling of multi-tenant scenarios


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