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Implementation Checklist for Administrator
Updated over a month ago

Ready to launch Officevibe?

We put together this nine-step checklist to help you get started with Officevibe.

Log into
Officevibe

You should have received an email to access the tool. If not, try to reset your password.

Configure
the account

Personalize the account with your company name, logo, industry, default language and time zone.

Configure
the surveys

You can decide what frequency of surveys you prefer and customize some of the words displayed in the question.

Announce the
arrival of
Officevibe
internally

Prepare your communication plan using the Officevibe templates.

Build your
bulk import file

List all the employees and the direct manager in the file.

Share the training materials and resources with
the managers

Officevibe offers Live Webinar for managers and built guides for managers align with our best practices.

Import your bulk import file on
the system

Get everyone on the system and create the first level of teams.

Create the departments, business units
and other
hierarchy levels

Combine teams to replicate the organizational structure working your way up the hierarchy.

Launch the
invitations

It’s time! Invite the employees to create their Officevibe profile and complete their first survey.

Give access to
managers

Empower your manager to take actions with their team.

You made it!

But it doesn't end here. Here are additional steps to get the most of the pulse approach offered by Officevibe:

Monitor adoption and support the managers

Keep on eye on the participation rate, the engagement scores, the reply rate to feedback, the number of goals set, and the number of 1-on-1s completed.

Activate an integration (optional)

Officevibe can integrate with different systems to help with user management.

Plan the first Officevibe stats review with the employees

Discuss results with employees and involve them in the action planning phase.

Assess the evolution of engagement

Check if your initiatives are working. Maintain your strength and address opportunities for growth.

Create segments of employees based on proprieties

You can isolate a specific segment of the workforce to test an hypothesis or track their engagement (e.g., employees hired in the last three months).

Stay tuned with Officevibe update and new blog post

You will have access to all new features and new content develop by Officevibe.

Submit a support request if you have any additional questions.

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