Absolutely! You can follow the steps here: Launch Guide for your Officevibe Paid Plan Account!

Invitations will usually go out automatically upon user account creation, but there are some cases in which you can wait and send them out manually. See this article for more information.

You will be prompted to launch the surveys by inviting a third member. The first surveys are attached to the invitation emails, after which they will be sent automatically each cycle.
​What Surveys Look Like - Try it for Yourself!

Yes. You can activate/deactivate them, change the frequency, and customize some words via the Settings > Surveys section.

Members' first survey will be attached to their invitation if you've activated them in the Settings > Surveys section.

The first survey will include 10 questions if you have picked the weekly or bi-weekly frequency but will include 20 questions if you've chosen the monthly frequency.

Everyone can access their personal settings via their profile icon in the top right corner of the platform.

Verify with your IT that Officevibe communications are on the allow list: IT Requirements to Use Officevibe.

You can send a reminder email.

All OV survey links expire after 14 days. Members can also launch the pulse survey by logging into Officevibe and clicking the Take Survey button on the homepage.

Member invite links to Officevibe expire after 7 days. After the link expires, executive managers can send a reminder that will contain a new link to join Officevibe.

Members can request a new password here.

Fill out this request form to get in touch with our Support team.

Yes, you can deactivate questions, but note that it will have some impact on your reports and scoring.

Yes, all data will remain intact. Contact us to discuss it — more info here: Merging Accounts.

You can manage Members' permissions from the Settings > Users section in-app. Review the different levels of permissions here.

The best practice is to create a Team for each Manager (direct reports). Afterward, you can combine teams to replicate the organizational structure working your way up to the top.

E.g. Team A + Team B + Team C = Department ABC. More information on structuring your teams can be found here.

Yes, they will only receive one survey, but their answers will influence all the Teams they are part of until they roll up to the Organization's results.

Yes, all team managers will have access to the Team's results, feedback, and members.

Your IT team should have Administrator access. They won't see results but will have access to the account's settings.

See this article for information about invites and reminders.

To see engagement metrics, at least 3 active members must have answered a survey. You need 5 Members of a team to view anonymous feedback. All details are here.

Yes, you can edit the team's members and managers anytime. Results will always stay in the Team Members were part of when they answered their survey. A newly created Team will start with no results.

Yes, Team Managers can filter results for all Sub-Teams that are part of their hierarchy.

No. Managers should not be set as Members of the Team(s), or they will influence their Team(s) scores.

We bring the scores back to an individual level before calculating the averages. We also only consider the latest answer to a question. In short, you will have reliable scores faster.

No, Officevibe sends personalized Surveys for each member based on their previous participation and for any metrics that need more data. We will not ask a Member the same question within 3 months.

After 5 weeks, all members will have provided an answer for all 26 sub-metrics.

See this article for information on survey frequency.

Go to the Pulse Survey Report. Scores will only display if at least 3 active Members have answered a Survey since the Team's creation date — learn more about Officevibe & Anonymity.

The old data will remain in the old Team. New answers and Feedback will go to the new Team.

Yes. You can Customize Pulse Survey questions.

Yes, you can create your own surveys via our Custom Surveys feature.

It takes 6 months for a Member to review the standard Officevibe Pulse Survey questions. We also don't ask a member the same question within 3 months.

All Team Members have the same weight in the scores' calculation. Only the most recent answer to a question is counted.

Engagement scores are calculated over a 90-day rolling average — more information here.

No. Some metrics have more weight than others in calculating the Engagement score. We verified the methodology with Deloitte — it's our secret sauce!

You have access to the smallest team linked to feedback belongs to, corresponding to anonymity rules in the Feedback section. Additionally, you can also filter for a specific team's feedback.

As soon as possible. Managers should inform Team Members when and how frequently they will reply to the Feedback.

Yes, the notification is sent daily by default, but managers can change this in their personal settings.

You can create and edit Team Goals via the side menu's Goals section.

You can create and edit a Member's goal by selecting the Member on the left navigation bar.

You can retrieve past 1-on-1s by clicking on the Member on the left navigation bar. Only the manager and Member will have access to see them.

Yes, you can set the date, time, and frequency of your 1-on-1 at creation. You can then export the calendar event to share it with the Member.

Yes, Team managers can add a shared note to recap the meeting and a private note for themselves.

You can see all action items set for a Member by selecting their profile on the left navigation bar.

Teams allow Team Managers to take ownership of their results by replying to Feedback and discussing action plans with Team Members.

Segments allow HR professionals to test ad-hoc hypotheses to find precise engagement opportunities for a Segment of the workforce.

To bulk assign proprieties, you'll want to first create your organization properties via the Settings > Properties section. Afterward, you can populate the Bulk Provisioning file with everyone's information. Once you upload, the properties will be assigned to each user.

No, they can be created as needed. When Segments are created, Officevibe will recalculate the historical Engagement trends and bring forward Members' feedback that matches the Segment's conditions.

Yes, you can create a rule-based team from a Segment by clicking on the Segment you wish to create a Team from and then selecting Create a team from this segment. From there, you can assign a Manager to that Team, and the membership will be mapped to the Segment.

Participation rates are tracked over the last 30 days and can be found in the Surveys > Pulse Surveys and click Participation view above the graph section in-app.

You can compare your scores via the Pulse Overview report. The first row shows you the benchmarked data.

You can see the total amount of feedback in a Team or the Organization via the Feedback section using the filtering options and selecting replied.

You can track the percentages of 1-on-1s completed for all team managers via the Reports > 1-on-1 section or we have made it easier to do so via our Feedback Participation Report.

Yes, you can give team members visibility on the results with the Share Officevibe results with your Team(s).

You can share a snapshot of your engagement report using the public link feature at the top of the Engagement dashboard. People with access to the link will be able to add comments.

We recommend that Managers discuss results with their team members every month.

We recommend that Team Managers meet with each team member every other week.

Yes, Managers can share a public link to obtain Feedback on their Engagement scores. Managers can also share Feedback if they need advice. Additionally, the Comparison Report is a good way to brainstorm action plans between Managers.

You can save your own organization templates for Custom Surveys and 1-on-1s with Team Managers.

If you are an Administrator, check out our Administrator Toolbox.
Managers can watch our training capsules via this link: Officevibe Training for Managers