Set up your company

Purpose

This tutorial guides you, as an administrator, through setting up your company in the Controlboard. You set the logo and language, bring your employees into the system as users, form teams and appoint team leaders. After that you prepare email templates, workflows and mandatory courses and check in the reports whether everything has arrived.

Who can see this?

Administrators. Only administrators see the menu items used in this tutorial. Prerequisite: you are signed in to the Controlboard (see Sign-in). For step 7, MatchLytics-Management must be enabled for your account; otherwise the Reports page shows a notice. Have the list of your employees with email address and role ready beforehand.

Step 1: Set the logo and language

Open Settings › Customer. In the card Upload logo, upload your company logo and click Save. In the card Language, select the language in which your documents and emails should appear. The selection takes effect immediately. You find details on all settings on the page Settings.

Step 2: Import or create users

If you have many employees, import them in one go: open Settings › Import, click Users and upload a CSV file with the columns Email,Name,Role[,EmployeeID] or paste the text. First click Check data and only then Import data. You create individual users under Company › User with Create new User. The pages Import and export and Users describe both ways.

Step 3: Set up teams, team leaders and permissions

Open Company › Teams and click Create new team. Enter the Team name, select the Team leader and click Create. In the team details, add the members with Add user to team and assign the permissions List, View and Analyse. Each permission includes the previous one. With Make this user a team leader you change the team leadership. More on the page Teams and permissions.

Step 4: Create email templates

Open E-Mails and switch to the Templates tab. With New Email Template you create a template: you enter Name, Subject, Salutation, Introduction, Closing and Sign-off, and select the Language and the Action the template is for, for example “Welcome email for new users”. You select the template later in dialogs and workflows. The page Emails and templates explains all actions and fields.

Step 5: Enable workflows

Open Settings › Workflows. In the column Enabled, switch on the workflows your company should use, for example the reminders for SituationFit, Team Barometer, team analysis and regular meetings. With the edit icon (pencil) you open Edit workflow and set the time, the Email template and the Responsible person. The Responsible value determines who receives the email. The page Workflows describes each workflow.

Step 6: Define mandatory courses

Open Settings › Academy. Select a course in the field Add and click Add to make it a mandatory course. With the trash icon Remove and a confirmation you take a course off the list again. The completions of your employees are taken over from the Academy once a day. More about the courses and the reminder for open mandatory courses is on the page Academy and mandatory courses.

Step 7: Check the reports

Open Company › Reports. The MatchLytics Usage tab shows for each team how many members have a profile, whether a team analysis exists and how far SituationFit, Team Barometer and mandatory courses have come. Right after the setup, the tab may still show “No report has been calculated yet.” or the report is being computed. In that case, click Refresh (circular arrow) and wait until “As of: …” appears. If profiles are missing, remind the team leaders with the envelope icon. The MatchLytics Meetings tab shows which regular meetings are current, due or overdue. The page Reports explains both tabs.

Notes

Use sense.AI.tion products

If you would like to use products, tools and/or services from sense.AI.tion GmbH, you will find the necessary information on prices, demo access and downloads at sense.AI.tion