Your Admin Tab 

The 'Admin' tab in the left-hand navigation allows you to manage your OpenBlend account on a day-to-day basis. You can also access: 

  • Dashboard
  • User Information 
  • Reporting 
  • Teams
  • Training
  • Company Objectives 
  • Scoring Systems 
  • Forms 
  • Evaluations
  • Company Settings 
  • Demo


Let's explore each of these sections in more detail: 


Your Dashboard 

On your Admin dashboard you will be able to: 


  1. User Information: View overall users and add new users 
  2. Training: This is not currently a live function
  3. View an overview of your usage statistics 
  4. Access your company settings



User Information 

View all of your live users, split by talent and leader in your 'User Information' tab. 


You can all add new users, invite users to register (by sending welcome email) and also edit existing user information (pencil icon). You can delete a user by clicking on the 'trash-bin' icon. If you are an admin that has the 'View all users' functionality switched on you will also be able to view any user profile by clicking on the 'eye' icon. 



Reporting 

These repots are designed to give you a high level overview of your organisation's usage of OpenBlend, giving you the general insights you need to help drive adoption through keeping a track on usage and identifying trends. You can view & export the data also. If you have any filters applied to your OpenBlend data you will also be able to filter all data in the Reporting screen using these i.e. by office location.



Teams 

View the different teams within your business, the number of individuals in that team, and their open team objectives. You can also come here to close or re-assign any open Team Objectives (should a manager leave the business).


Training 

PLEASE NOTE: This function is currently not live (although the tab does still show)


View upcoming training or book new training in. 



Company Objectives 

View the overall progress of company objectives by tracking open and aligned objectives. You can also update, close and create new company objectives. 




Scoring Systems  

View, edit, delete and add new scoring systems for Objectives, Evaluate and Develop



Forms 

Here you can Add/create new Regular or Feedback forms, along with the ability to edit, clone or delete any existing forms. You can also view where each of your forms is being used. Please note: You can only edit and/or delete a form if it is not being used in any live Evaluate cycle.



Evaluations

Create Standard or Probation Evaluate cycles, and view progress of any active cycles too. You can also download cycle reports. By clicking on the ellipsis (three dots) to the right hand side you're able to access your Admin options for a live cycle. These include: Cycle Setting, Progress Summary, Download Report, Duplicate Cycle and End Cycle.



Company Settings 

Company settings allows you to update different sections of your account. If you cannot see a particular setting that you would like to update, please contact your Customer Success Manager who will be able to assist you. 



For a guide of how to set your 1:1 Focus' please review this Knowledge Base article: Focus Types and Frequency Settings