UNIT4 - Talent Management Help Center

Feedback & Praise - Getting started 3

• Send praise or feedback
• Your public feedback link
• Requesting external feedback

Feedback & Praise - Additional resources 7

• Log feedback about yourself (self-review)
• Log praise and feedback about yourself
• Gated feedback request
• Gated feedback
• Using a feedback template

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Feedback & Praise - Admin 5

• Gated Feedback settings: configuration
• Visibility settings for Feedback and Praise
• Let team leaders request feedback for users outside their team
• Configure a feedback template
• Core values

Objectives - Getting started 7

• Objectives - Getting started
• Key results (OKR)
• Tips on how to setup and use Objectives and OKRs
• Objectives overview
• Give praise or feedback on an objective

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Objectives - Team leader / manager 1

• Objective weighting & scoring

Objectives - Admin 4

• Objective settings
• Objective custom views
• In-platform tutorial on Objectives
• Objective Template configuration

Conversations - Getting Started 2

• Introduction to Conversations (video tutorial)
• Quick Conversation

Conversations - Teamleader / manager 10

• Conversations (part 1): Overview and History tab
• Conversations (part 2): Plan a conversation
• Conversations (part 3): Preparation phase
• Conversations (part 4): Talking phase
• Finish Conversation: Outstanding snapshots

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Conversations - Admin 8

• The Conversation Studio
• Conversation Pushes
• Visibility settings for conversations
• Conversation Templates
• User filters

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Snapshots - Getting started 1

• What is a snapshot?

Snapshots - Teamleader / Manager 1

• Snapshot visualisations

Snapshots - Admin 6

• Snapshots: General info
• Snapshots: Template push
• Snapshots: Templates
• Snapshots: Questions
• Upload snapshots by CSV

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Get started - Getting Started 10

• What is a strong password?
• My Feed
• Intuo support - success team
• Todo lists
• Setting up your Slack integration

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Get started - FAQ 0

Get started - Settings 1

• Updating the landing page background image

Insights module - Team leader / Admin 6

• Overview of the Insights module
• Insights: Engagement List
• Insights: Engagement Graphs
• Insights: Engagement Heatmap
• Insights: Performance Grid

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Engagement - Getting started 2

• Reply on engagement questions
• 10 intuo engagement drivers

Engagement - Admins 12

• Engagement Overview
• How to analyse the engagement drivers scores?
• How to analyse the general engagement results?
• How to add your own Engagement Questions
• Reply to engagement feedback

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Learn - Sessions 6

• Enrol in a session waiting list
• Session approval flow
• The Sessions Studio
• Preparations for creating a course
• How to add users and groups to a session?

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Learn - Course 21

• Overview of Learn module
• The library
• My Learning
• Manage Learn content
• Adding stages and steps to a course

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Learn - Quiz 4

• Quiz Reports (Admin)
• Quiz: adding questions (Admin)
• Quiz: settings (Admin)
• Quiz: adding questions (Admin)

General 1

• Email notification settings on your profile

Team leaders / coaches 1

• Email notification settings (team leaders / coaches)

Platform admins 6

• Email notification settings (admins)
• Mail templates
• Email overview of the Learn module
• Email overview of the Perform module
• Email overview of the Engage module

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User management - Roles & Permissions 3

• Set the role of a user
• Appearance of your platform
• Roles & Permissions

User management - Users 7

• How to add users into your Intuo platform - Individual
• How to import users into your platform - bulk
• How to unlock a user
• Re-send activation mail
• Re-enable a user

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User management - Profile 1

• Your profile

User management - Skill 2

• Skills library
• Skills you're known for and skills you want to learn

User management - Studio 2

• What is the studio for?
• Visibility levels on the intuo platform

User management - Teams 5

• Teams
• What is a Project Team?
• Groups
• Team hierarchy depth
• What happens when you change teams?

Reporting - Reporting for team leaders & admins 9

• Overview of reporting
• Conversation reports on Reporting page
• Feedback reports on Reporting page
• Objectives reports on Reporting page
• Snapshot reports on Reporting page

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Reporting - Dashboard App 1

• Activity Dashboard (intuo app)

Mobile app - User guide 3

• What's available on the mobile app?
• App permissions
• Learn module on the mobile app

Technical - Miscellaneous 5

• Supported Scorm formats
• How to open the developer console in your browser
• Follow your support tickets via the portal
• Supported browsers
• Production vs. Testing Environment

Technical - API 2

• Using the Unit4 Talent Management API
• Webhooks

Technical - SSO 3

• How to authenticate or register a user with Single Sign-On
• SAML 2.0 SSO
• Google/Azure (Office365) SSO using OpenID Connect

Technical - Integrations 1

• Outlook integration

Your profile - Getting started 2

• How to change / reset your password
• Languages on the intuo platform

GDPR 1

• GDPR and You