Admin Onboarding

Welcome to Coplae – Revolutionizing Management, Unleashing Potential.

Welcome to the future of performance management with Coplae! As you embark on this journey with us, we want to ensure your experience is as impactful and seamless as possible. Coplae is not just a tool; it's a transformative approach to managing and elevating team performance. Our mission is to empower individuals and cultivate leaders, driving towards achieving excellence in every facet of your organization.

Introducing Coplae's Vision and Mission:

At Coplae, we are revolutionizing the way organizations manage performance. Our mission is deeply rooted in empowering individuals and teams to unlock their full potential, cultivating leaders at every level, and relentlessly pursuing excellence. We achieve this through our innovative AI-driven performance coaching platform, uniquely designed to enhance employee engagement and elevate middle management effectiveness.

By choosing Coplae, you are not just adopting a new software solution but embracing a new era of performance management. Our platform is crafted to align individual efforts with your overarching business objectives, ensuring that every task contributes to the collective success of your organization. With Coplae, you are setting a new standard for being a high-performing, engaged, and successful team.

Optimal Browser Usage:

For the optimal experience with Coplae, we recommend using Google Chrome as your browser. This ensures the best performance and access to the platform's newest features.

Step-by-Step Onboarding Process:

1. System Setup and User Management

• Accessing 'Admin' Section:
  • Click on the 'Admin' section in the left navigation column to access comprehensive system
    management tools.
• Adding Employees:
  • Navigate to 'People', select 'Employees', and click 'Add employees' to start forming your team.
  • Note: Employees will receive an email invite by default. Alternatively, you can add them to the directory and send invites later.
• Modifying User Permissions:
  • In the 'Permissions' section, tailor user access according to their roles and responsibilities in your organization.
• Setting Up Departments:
  • Under 'Departments,’ define your organizational structure by creating and naming
    departments.
  • Assign department heads for leadership and management purposes.
• Configuring Teams:
  • Use the 'Teams' section to set up various teams, reflecting your organizational teamwork
    structure.
  • This step is crucial for fostering collaboration and efficient task management.

2. Company Profile Configuration

• Updating Company Profile:
  • Go to the 'Company' section and fill in your organization’s details, including uploading a
    logo for a personalized touch.
• Inputting Organizational Details:
  • Add your company values, description, and purpose to align the platform usage with your organization’s ethos.
• Completing Additional Information:
  • Provide further details like company size, location, and industry type. Remember to save
    these changes.
• Setting Up Meetings and Assessments:
  • In the' Meetings' section, customize 'Meeting Guidance' and 'Templates’ to reflect your organization's meeting culture.
  • In 'Assessments,’ create new cycles with relevant dates and terms, customizing ratings to match your company’s performance evaluation system.

3. Goal Setting and Task Management

• Goal Configuration:
  • In the 'Goals' section, define and manage both organizational and individual goals, aligning
    them with your strategic objectives.
• Using Task Management Features:
  • Assign, track, and update tasks using the task management feature, ensuring they align with set goals for efficient project management.

4. Calendar Integration and Meeting Scheduling

• Syncing Calendars:
  • Integrate your personal or company calendars in the 'Settings' section to streamline
    scheduling and organize meetings efficiently.
• Organizing Meetings:
  • Schedule meetings with individuals, departments, or teams, using features like Overview, Meetings, Tasks, Goals, and Feedback for complete management control.

5. Feedback and Assessment Integration

• Setting Up Feedback Mechanisms:
  • Navigate to the 'Feedback' section to configure settings for feedback sharing among
    employees and managers.
  • Utilize customizable feedback templates to ensure consistency and effectiveness in
    communication.
• Assessment Cycle Configuration:
  • In the 'Assessments' section, set up assessment cycles with specific start and end dates, tailoring them to your organizational timeline.
  • Customize the assessment criteria based on your company's performance standards and values.

6. Analytics and Reporting Tools

• Accessing Analytics Dashboard:
  • Use the 'Analytics' section to gain insights into team performance, goal progression, and
    employee engagement levels.
  • Monitor real-time data to make informed decisions and adjustments to strategies.

7. Task Creation and Management

• Creating and Assigning Tasks:
  • Create tasks directly in meetings or via the 'Tasks' section in the top navigation.
  • Assign tasks to individuals or teams, setting deadlines and priorities for effective task
    management.
• Task Tracking and Updates:
  • Keep track of task progress, update statuses, and make necessary adjustments to ensure timely completion.

8. Goal Alignment and Tracking

• Setting Up Organizational and Individual Goals:
  • Use the 'Goals' section to set and align organizational goals with individual employee
    goals.
  • Ensure that each goal is specific, measurable, attainable, relevant, and time-bound
    (SMART).
• Monitoring Goal Progress:
  • Regularly review goal progress, provide feedback, and adjust goals as necessary to keep them aligned with evolving business objectives.

Pro Tip: Efficient Team Communication and Task Management with Coplae

Maximize team efficiency and clarity by leveraging Coplae's advanced task assignment and management features. Instead of relying on disparate emails or text messages, use Coplae's integrated task system to assign, track, and update tasks directly within the platform. This approach not only streamlines communication but also provides a centralized hub for monitoring task progress and ensuring accountability.

With Coplae, you can:

• Assign Tasks Effectively: Directly link tasks to individual employees or teams, specifying clear deadlines and priorities.
• Track Progress in Real-Time: Monitor ongoing task completion and updates, providing timely feedback and support where needed.
• Centralize Communication: Keep all task-related discussions within Coplae, maintaining a clear record of conversations and decisions.
• Align Tasks with Goals: Connect each task to broader organizational or individual goals, ensuring every action contributes to overarching objectives.

By centralizing task management in Coplae, you not only enhance productivity but also foster a culture of transparency and accountability, crucial for any high-performing team.

Support and Assistance

If you require additional assistance or clarification or face any challenges, please contact our Customer Success team or check out other Help Desk articles for further support. We are dedicated to providing you with an exceptional experience on Coplae.

Contact Customer Success: CustomerSuccess@Coplae.com