FAQs
🔐 How is IMPACT protecting my data?
🔐 Here at IMPACT, we understand that it is important for you to keep your data and your employee data secure. Our promise to you is to maintain the highest standards of data security, compliance, and privacy. IMPACT implements regular security testing and reviews, encrypts your data, and is designed to be GDPR, SOC2, and ISO27001 compliant. To learn more about our Security approach please check out Peoplelogic's Trust Center (https://trust.peoplelogic.ai/compliance-f774f2b7-7517-48ef-bd80-8Some readers🏗 What integrations are available with IMPACT?
You can log in with: Google Slack Microsoft 365 SSO available - please reach out to Ashley@peoplelogic.ai for more info Connect Slack to receive real-time updates or give praise/feedback from Slack. See complete list of Peoplelogic integrations here, or check out our partner, Merge.dev's integration list here.Some readers⏱ Onboarding: How long does it take to implement IMPACT?
Inviting your team to IMPACT is easy and only takes a few minutes! You can also start setting OKRs, sharing feedback, crafting surveys, creating 1:1 meetings, giving praise, updating IDPs, and scheduling reviews right away. However, most teams spend 1-2 weeks playing around in the platform environment to test content, familiarize themselves with the platform, and develop internal launch communication plans. 🎥 Be sure to check out our interactive product tour here (https://peoplelogic.navatSome readers🤔 How is IMPACT different from other Performance Management tools?
So how does IMPACT differentiate from Lattice, 15Five, CultureAmp, etc.? 1️⃣ First of all, IMPACT is a full Performance Management platform (not only OKRs), so that your team doesn't need to use many different ones. 2️⃣ Compared with other Performance Management tools: 🤓 IMPACT is simpler and easier to use (check out our Success Stories) 💰 Cost-effective: cheaper than most of the competitors (IMPACT pricing)Some readersIMPACT OKR FAQs
Here you may find the typical Frequently Asked Questions about Plai. Feel free to drop us a line if you think we missed something here. Some readers🎉 How to get the latest version of IMPACT?
After we release the new version of IMPACT, it becomes available in about 4-6 hours. All users get the new versions automatically; no action needed on your behalf as a user! However, sometimes you might want to get the new version immediately, before waiting the 4-6 hours for the new version to arrive. To get the latest version immediately, press Menu → Reload for latest version. (https://storage.crisp.chat/users/helpdesk/website/9f1349499e061000/screenshot-2024-06-04-at-256261xqtSome readers
Workspace Management
How to Add New Employees to Existing Teams in IMPACT
Need more hands on a project? We got you. With IMPACT, you can easily add new employees to existing teams. 📽️ Check out our video tutorial on adding new employees to existing teams in IMPACT 📝 Here is a step-by-step guide on how to add new employees to existing teams in IMPACT 1. Navigate to https://app.plai.team/ 2. On the left-siFew readersHow to Toggle Features On/Off in IMPACT
Discover efficient techniques for toggling features on and off in IMPACT, enhancing workflow flexibility and user experience. 📽️ Check out our video tutorial on how to how to toggle features on/off in IMPACT 📝 Here is a step-by-step guide on toggling features on/off in IMPACT 1. Navigate to https://app.plai.team 2. Click the drop down menu under your workspace namFew readersHow to Edit Team Emojis in Impact
Sometimes, a symbol or emoji is all it takes to give a brief overview of what a team is about. In IMPACT, you can easily change your team emojis to reflect your team's essence. 📽️ Check out our video tutorial on editing team emojis in IMPACT 📝 Here is a step-by-step guide on how to edit team emojis in IMPACT 1. Navigate to https://app.plai.team/ (https://app.plai.team/plaidemo5/Few readersHow to Create a PDF of Your Org Chart in Impact
Creating a PDF of your organizational chart in Impact is a straightforward process that ensures your visual data is easily shareable and accessible. By following a few simple steps, you can convert your org chart into a professional PDF document, perfect for presentations, reports, and stakeholder records. 📽️ Check out our video tutorial on creating a PDF of your Org Chart in ImpactFew readersHow to Create a New Team in IMPACT
With IMPACT, you can easily create a new team to increase your productivity and track your progress together. 📽️ Check out our video tutorial on creating a new team in IMPACT 📝 Here is a step-by-step guide on how to create a new team in IMPACT 1. Navigate to https://app.plai.team/ 2. On the left-side panel, click "All teams" and fFew readersHow to Create Teams and Add Employees
Discover how to effortlessly create teams and add employees in IMPACT, facilitating efficient organization and collaboration for enhanced performance management. 📽️ Check out our video tutorial on creating teams and adding employees in IMPACT 📝 Here is a step-by-step guide on creating teams and adding employees in IMPACT 1. Navigate to https://app.plai.team/ (https://app.plai.teFew readers
OKRs (Objectives and Key Results)
How to Create an Objective Cycle (OKR planning timeframe) in IMPACT
Objectives and Key Results are a powerful way to track professional and personal goals. By using Objective cycles, you can assign your Objectives to specific planning cycles and monitor that progress for your team by each cycle. We made Objective Cycles easy to set up and customize to fit your unique company needs. ☝️ Note: Objective Cycle is a required field for each OKR. You cannot create an OKR without the Objective Cycle. 📽️ Check out our video tutorial (https://www.loom.com/sharePopularIMPACT OKR TV screen
Learn more about the Plai OKR TV screen. It is a dashboard designed to keep your goals public, and your team engaged.PopularIMPACT OKR Dashboard
Monitor what is the status and progress of your IMPACT OKRs over time. Stay up to date about the team progress and take proactive actions when necessary. (https://storage.crisp.chat/usePopularConnect Microsoft Teams to receive OKR updates in IMPACT
IMPACT integrates with Microsoft Teams through Webhooks. Learn more about MS Teams webhooks on the Microsoft site here (https://learn.microsoft.com/en-us/microsoftteams/platform/webhooks-anPopularHow to add Tasks/Initiatives to OKRs in IMPACT
Bring your Objectives to results with Tasks. Use them to plan activities and actions that need to be done towards your Objectives. We create Tasks to help you achieve OKRs. It’s best to keep metrics in Key Results, and other activities that you’ll do to achieve them in Tasks. 📽️ Check out our video tutorial on adding tasks/initiatives to OKRs 📝 Here is a step-by-step guide on how to addPopularHow to create an OKR in IMPACT
OKRs help your team members to track their performance with clear Objectives and measurable Key Results. You can create a goal in IMPACT from several places: From the “My Objectives” screen. From the user profile screen. From the team profile screen. Just press the button Create Objective at these screens. Setup Step 1: Add an Objective title The ObjectSome readersHow to align (cascade) OKRs in IMPACT
Cascading OKRs is a way to align (cascade) your Objective with other Objectives (in any cycle). 📽️ Check out our video tutorial on how to align (cascade) ORS in IMPACT 📝 Here is a step-by-step guide on how to create cascading objectives and key results 1. Navigate to https://app.plai.team/ 2. Click "Create Objective" (Some readersIMPACT OKR visibility — private and public OKRs
We added visibility options to OKRs, so that you can control who can view and edit each OKR. When creating the OKR in IMPACT, you have an option to select the Visibility setting. Who can view and edit new OKRs: Public team OKRs: 👀 View: all ✍️ Edit: team members + Admins Private team OKRs: 👀 View: team members only ✍️ Edit: team members only PubiSome readersHow to delete an OKR in IMPACT
If you no longer need an IMPACT OKR, you can delete it. ☝️ Note: this action cannot be undone, the OKR is deleted permanently. 📽️ Check out our video tutorial on deleting an OKR in IMPACT 📝 Here is a step-by-step guide on how to delete an OKR in IMPACT 1. Navigate to https://app.plai.team/ 2. In the left-side panel, clickSome readersHow to update OKRs in IMPACT
IMPACT makes it really easy for you to update any property of Objectives and Key Results. You can change almost every value that you see on every screen. Just click on the field, and it becomes editable. The property is automatically saved as you unfocus the cursor. ☝️ Note: Any team member can view and update any OKR in your workspace. It helps create transparency and ownership of goals. Keep track of the updates with the feed. 📽️ Check out our video tutorial (https://www.loom.com/sharSome readersIMPACT: List of email / Slack notifications about OKRs
IMPACT has a list of notifications to keep you up to date with the OKR progress. Set up notifications Go to Edit profile → Notifications to manage your own notifications.Some readersUnderstanding OKR statuses in IMPACT
There are 4 Objective statuses in IMPACT: On track At risk Behind Postponed They are not updated automatically; you need to set the status manually. Use the status to understand which Objectives are on track and which needs extra attention. So that the team understands when it’s time to course-correct their plans. It also a useful indicator for other teams to ofSome readersIMPACT: What does OKR mean
What does OKR mean OKR stands for Objectives and Key Results. It's a goal management framework that helps companies implement the strategy. Andy Grove invented OKRs when he was the CEO of Intel in 1970. He was inspired by the Peter Drucker's approach MBO (Management by Objectives). John Doerr worked at Intel and later became an advisor to Google, and encouraged Larry Page and Sergey Brin to adopt OKRs. Which they successfully did during the first year. It supported Google's growth fSome readersHow to export my OKRs in IMPACT
With IMPACT, you can easily export your OKRs to make data more accessible even for offline viewing. 📽️ Check out our video tutorial on exporting OKRs in IMPACT 📝 Here is a step-by-step guide on exporting OKRs in IMPACT 1. Navigate to https://app.plai.team/ 2. After ensuring that you have both HR admin and admin access, cliSome readersWhat is “My Objectives” in IMPACT
There are 3 different lenses to view Objectives with: All (public) objectives My objectives My key results 📽️ Check out our video tutorial on how to switch between objective views in IMPACT. 📝 Here is a step-by-step guide on how to switch between objective views in IMPACT: 1. Navigate to https://app.plai.team/ 2. Click "Objectives" on the side bar (https://storage.crisp.Some readersHow to add Notes to OKRs in IMPACT
You also have the option to write notes in your OKRs to remind yourself and your teammates about various details. 📽️ Check out our video tutorial on adding notes to OKRs in IMPACT 📝 Here is a step-by-step guide on how to add notes to OKRs in IMPACT 1. Navigate to https://app.plai.team/ 2. On theSome readers
Reviews
IMPACT: Context panel in reviews
How to use the context panel in IMPACT performance reviews 💡 Reviewing colleagues’ performance can be challenging - especially if some time has passed since you last gave feedback to them. With the “Context panel” in IMPACT, you get instant access to past data about all the goals, feedback, and meeting notes to help you write well-informed, fair assessments. Here’s how you can use the context panel: 💁🏻♂️ For all review participants: When assessing yourself, peer, or direct report,Popular✍️ IMPACT: How to create and manage Review Cycles?
Master the process of creating and managing review cycles in IMPACT, ensuring structured and effective performance evaluations for your team. 📽️ Check out our video tutorial on creating review cycles in IMPACT 📝 Here is a step-by-step guide on creating review cycles in IMPACT 1. Navigate to https://app.plai.team/ 2.PopularTying OKRs to Review Cycles in IMPACT
Learn how to seamlessly align OKRs with review cycles in IMPACT, ensuring strategic goals are integrated into performance evaluations for optimal organizational alignment. 📽️ Check out our video tutorial on tying OKRs to review cycles in IMPACT 📝 Here is a step-by-step guide on tying OKRs to review cycles in IMPACT 1. Navigate to https://app.plai.team/ 2. Click "Manage"Few readersGenerating Review Summaries Using AI
Unlock the power of AI to automate the generation of comprehensive review summaries in IMPACT, revolutionizing performance assessment with efficiency and precision. 📽️ Check out our video tutorial on generating review summaries using AI in IMPACT 📝 Here is a step-by-step guide on generating review summaries using AI in IMPACT 1. Navigate to https://app.plai.team/ 2. CliFew readersExporting and Sharing Review Cycles in IMPACT
Discover seamless methods for exporting and sharing review cycles in IMPACT, facilitating collaborative feedback and enhancing organizational transparency. 📽️ Check out our video tutorial on exporting review cycle data in IMPACT 📝 Here is a step-by-step guide on exporting and sharing review responses in IMPACT 1. Navigate to https://app.plai.team/ 2. Click "Manage"Few readersUnderstanding Review Cycles in IMPACT
Gain insights into the intricacies of review cycles, empowering you to navigate them effectively within IMPACT for streamlined performance management. 📽️ Check out our video tutorial on exporting OKRs in IMPACT 📝 Here is a step-by-step guide on understanding how to create review cycles in IMPACT 1. Navigate to https://app.plai.team/ 2. Click "Manage" to create a new revFew readersHow to create a new Review Cycle in IMPACT
To create a Review Cycle, you need to have the HR access level (edit access levels in People menu item). Go to menu item Reviews, tab Manage. Press New review cycle Configure the cSome readersHow to monitor the Review Cycle progress in IMPACT
As an HR, go to tab Reviews → Manage. Click on the review cycle row that is in the status "In progress". You'll navigate to the "Review cycle progress screen". (https://storage.crisPopularHow to write responses as a reviewer in IMPACT
As a reviewer, you'll receive an email asking to write responses when the review cycle starts. (https://storage.crisp.chat/users/helpdesk/website/c448bae500d1f000/2a4d4c71-05c4-409d-9d00Some readersIMPACT: How to view review results when shared with me
As a recipient As a recipient, if the review results are shared with you, you will be notified by email (and receive the link in the email). (https://storage.crisp.chat/users/helpdesSome readersScored Attributes in Review Cycles in IMPACT
Here's a quick video demo about the Scored Attribute feature in IMPACT. Make your reviews even more powerful and get insightful analytics using Scored Attributes. 🚀 You can now add thePopularReview Analytics in IMPACT
Here's a quick video demo about the Review Analytics feature in IMPACT. 📊 Analyze your review results, get powerful insights and help your team perform better together. youtube ReviewPopular
Individual Development Plans (IDPs)
How to Create an Individual Development Plan (IDP)
Individual Development Plans are your employees' roadmap for growth and development, which help align their professional ambitions within the company's strategy. This fosters the employees' collaboration, accountability and sense of direction. 📽️ Check out our video tutorial on how to an create an Individual Development Plan (IDP) 📝 Here is a step-by-step guide on creating an IndividualFew readersHow to Update Individual Development Plans (IDPs)
It is important to continuously update the development plan to make sure that everyone stays on track for the employee's learning, growth and development. 📽️ Check out our video tutorial on updating Individual Development Plans (IDPs) 📝 Here is a step-by-step guide on updating Individual Development Plans (IDPs) 1. Navigate to https://app.plai.team/ (https://app.plai.team/plaidFew readers
1:1 Meetings
How to Connect Your Calendar for 1:1 Meetings
Connecting your calendar for 1:1 meetings is crucial for syncing up your schedule with other people. It allows for better collaboration ang efficiency between employees. 📽️ Check out our video tutorial on how to connect your calendar for 1:1 meetings. 📝 Here is a step-by-step guide in connecting your calendar for 1:1 meetings: 1. Navigate to https://app.plai.team/ 2. CFew readersHow to Delete or Edit a 1:1 Meeting
The ability to delete or edit meetings is essential for maintaining a well-organized schedule and adapting to changing priorities. 📽️ Check out our video tutorial on how to delete or edit a meeting. 📝 Here is a step-by-step guide in deleting a 1:1 meeting: 1. Navigate to https://app.plai.team/ 2. Click "1:1s" (https://storage.crisp.chat/users/helpdesk/website/9f13494Few readersCreating 1:1 Meetings in IMPACT
One-on-ones are essential to building strong, high-performing teams. With 1:1 meetings, you can collaborate on agenda, track notes, follow-up on action items, and always be prepared with 100's of questions and templates for your employees. 📽️ Check out our video tutorial on how to create 1:1 meetings. 📝 Below is our step-by-step guide on how to create 1:1 Meetings. 1. Navigate tFew readers
Employee Surveys
Getting started with surveys in IMPACT
How to use employee surveys in Plai to improve employee engagement, and gather anonymous employee feedbackFeaturedCreate surveys in IMPACT
Learn how to create surveys in IMPACT to gather valuable feedback and insights, enhancing decision-making and organizational effectiveness. 📽️ Check out our video tutorial on how to create surveys in IMPACT 📝 Here is a step-by-step guide on how to create surveys in IMPACT 1. Navigate to https://app.plai.team/ 2. On the left-side panel, click "Surveys" (https://storageFeaturedParticipate in surveys in IMPACT
This guide will answer some common questions about participating in surveys to share feedback and help your organization improve. 📽️ Check out our video tutorial on how to participate in surveys in IMPACT 📝 Here is a step-by-step guide on how to participate in surveys in IMPACT 1. Go to your email and click the email invitation for survey participation (https://storage.crisp.FeaturedInterpreting survey results & analytics in IMPACT
Watch a quick video guide: Surveys overview dashboard Here you will see the progress of your survey and can analFeaturedNavigating surveys menu in IMPACT
You can access and manage employee surveys using the “Surveys” menu in IMPACT. Here's a quick guide to help you explore different tabs. 1. "My Surveys" Here, you'll find surveys where you're a participant, allowing you to check what's ongoing, past, or drafted. The active surveys show a "Write response" button or "Continue writing" button if you have started but didn't finish. 2. "Manage" Restricted to HR admins and Survey Admins. Manage all the surveys and access their settings. Use fFew readersIMPACT Survey statuses explained
Surveys in IMPACT have different statuses, providing insights into the current stage of the survey or the progress of individual responses. Survey Statuses As a survey owner, you can change the survey status anytime. To do so, navigate to the survey ('Surveys' 'Manage’). Once there, open the survey context menu by clicking on the "..." button located on the right side of the survey management panel. Here, you can change survey statuses and also copy or delete your surveys. Here arFew readersMaking changes to an active survey round in IMPACT
IMPACT enables you to run regular surveys for tracking engagement and monitoring your company's pulse over time. However, sometimes updates are needed in an ongoing survey round. As an HR admin or a Survey admin, IMPACT allows you to make certain changes to survey settings even after it has been launched. Below is an overview of what can and cannot be modified during an open survey round. ✅ Overview - Survey Topic (Name): Update the name of the survey for easy recognition and reporFew readers
Dashboard Analytics
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