Product Documentation

Engage

Feedback, habits, objectives, recognition, and engagement

Feedback

Giving, receiving, and interpreting feedback

Conversation Guide to Asking for FeedbackBeginner For How long Are Feedback Scores Valid?Intermediate How Do I review my Teams Feedback Networks?Intermediate How can I check and change the network of an employee?Intermediate How can I identify people who are not responding?Intermediate How can I select people to give feedback on Engagement questionsIntermediate How do I give feedback?Beginner How do I know which User's Networks Need to Be Fixed?Intermediate How is the feedback percentage generated?Intermediate How many people should give me feedback?Beginner How should I interpret my feedback?Beginner I made a mistake. How can I change my feedback?Beginner Making Changes to Your Feedback CircleBeginner My score is low. What now?Beginner Receive Feedback Reminders over Text MessageBeginner Setting Up Your Feedback ProvidersBeginner Specific FeedbackIntermediate Understanding your Team's Feedback ScoreIntermediate Where can I Find Out who is not responding to feedback questions?Intermediate Where can I see my team's Engagement Scores? (Cultural Health)Intermediate Who should give me feedback?Beginner

Habits

Tracking and improving daily habits

Habits Weekly Score ChangeIntermediate How to Build Your Feedback Circle and Manage HabitsBeginner How to Configure Habits as an AdminIntermediate How to Manage and Assign Habits to Team MembersIntermediate How to Read Your Habit ScoresBeginner Managing your habitsBeginner Understanding Habits vs Objectives in EngageBeginner

Objectives

Setting and managing goals

Creating an Objective from the LibraryBeginner How to create an objectiveBeginner How to use HTS objectives day to dayBeginner How to write good objectivesBeginner Related objectivesIntermediate

One-on-Ones

Running effective 1:1 meetings

How to Add or Remove Contributors on Any 1:1 as an AdminIntermediate How to Reassign a Team Member or Manager on an Existing 1:1Intermediate How to use the 1:1 featureBeginner Manager: How to conduct a 1:1 in HTSBeginner

Recognition

High Fives, Carrots, and Suggestions

CarrotsBeginner High FivesBeginner SuggestionsBeginner

Talent

Talent reviews, the 9-box, readiness and retention

Getting Started with Talent in EngageBeginner Running a Talent Review CycleIntermediate Understanding the 9-Box: Performance, Potential, Readiness and RetentionIntermediate

Dashboard

Navigating and sharing your dashboard

A Manager's First 30 Days in EngageIntermediate Administrator DashboardIntermediate Common Functions of your Team DashboardBeginner Navigating Your DashboardBeginner Share your dashboardBeginner

Privacy & Trust

Anonymity, visibility, and data access

Are my responses really anonymous?Beginner Can my HR department see what feedback I gave to a person?Beginner Who can see my feedback results?Beginner

Admin & Setup

User management, teams, roles, and configuration

ConfigureAdvanced Creating GroupsIntermediate Domain Whitelisting requirements for Humareso Technology Solutions (HTS)Advanced Flexible Feedback SchedulingBeginner How Do I Onboard A New User To HTS?Beginner How can I create a new employee?Beginner How can I find an employee in HTS?Beginner How do I create and manage TeamsIntermediate How to Extend a Lead360 Cohort End DateIntermediate How to set up a role (and what is it?)Intermediate Quick PollBeginner

Analytics & Reporting

Engagement scores and team insights

How to Use the Survey Response ViewerBeginner

Integrations

SSO, Workday, ADP, and other connections

HTS SSO Configuration GuideAdvanced How to Connect Claude to Your Humareso Engage DataIntermediate Obtaining Credentials from ADP for HTS ADP IntegrationAdvanced Setting up the HTS workday integrationAdvanced

General

Other guides and getting-started help

Getting Started with EngageBeginner Need something else? Please reach out!Beginner Troubleshooting Sign-In to EngageBeginner