INVITATION PROCESS & LAUNCHING SURVEYS
Q1. Do you have a guide to help me launch Officevibe?
Absolutely! You can follow the steps here: Launch Guide for your Officevibe Paid Plan Account!
Why it may be beneficial to choose our PRO plan...
Q2. When will the invitations go out?
By default, the invitations go out as soon you add someone to Officevibe, activate an integration, or import the bulk file. You can activate/deactivate them in the Settings > Organization details section. You can also create the employee's profile before sending an invitation via this section.
Q3. How do I launch the surveys?
You will be prompt to launch the surveys once you've invited a third member. They will then continue to be sent automatically each cycle. You can manage them via the Settings > Pulse Survey section.
What Surveys Look Like - Try it for Yourself!
Q4. Can I turn off the Officevibe surveys?
Yes, you can activate/deactivate them, change the frequency and customize some words via the Settings > Pulse survey section.
Q5. When will employees get their first surveys?
Employees' first survey will be attached to their invitation if you've activated them in the Settings > Pulse Survey section.
Q6. How many questions will go out in the first survey?
The first survey will include 10 questions if you've picked the weekly or bi-weekly frequency. It will include 20 questions if you've chosen the monthly frequency.
Q7. How can employee edit their personal settings (communication, picture, etc.)?
Everyone can access their personal setting from their profile in the top right corner of the platform.
Q8. What should I do if an employee has not received their invitation?
Validate with your IT that Officevibe communications are whitelisted: IT Requirements to Use Officevibe
Q9. What should I do if the invitation link has expired?
You can send them a reminder with a new link via the Settings > Members > Invited section in-app.
Q10. What should I do if an employee doesn’t remember their password?
Employees can request a new password here: https://app.officevibe.com/portal/login/reset-password
Q11. What should I do if the email is associated with another account?
Q12. Can I remove specific questions?
No, questions are the same to offer an external benchmark. You can create your own custom surveys in-app.
Q13. Can I merge 2 Officevibe accounts?
Yes, all data will remain intact. Contact us to discuss it! More info here: Merging Accounts.
MEMBERS, ACCESS, & TEAM MANAGEMENT
Q1. How can I manage an employee's permission(s)?
You can manage employees' permissions from the Settings > Members section in-app. Review the different levels of permissions here: Members' Roles & Access Rights.
Q2. How should I set up my team's structure?
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).
Q3. Can an employee be in more than 1 team?
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.
Q4. Can a team have more than 1 manager?
Yes, all team managers will have access to the team's results, feedback, and members.
Q5. What access should I give to my IT personnel?
Your IT should have Administrator access. They won't see results but will have access to the account's settings.
Q6. How do I send reminders to the employees?
You can send reminders to inactive/invited employees via the Settings > Members section in-app. As an Administrator, you can filter to see the inactive/invited employees. As a manager, you can filter to see the employees in-app.
Q7. Can I customize the reminders?
Yes, you will have the option to customize the reminder that is sent out.
Q8. What is the minimum size for a team?
To see engagement metrics, at least 3 members need to have answered a survey. You need 5 employees in a team to see the anonymous feedback. All details here: Officevibe & Anonymity
Q9. Can I edit the teams after the Launch is completed?
Yes, you can edit the team's members and managers anytime. Results will always stay in the team the employee was part of when they answered their survey. A newly created team will start with no results.
Q10. Will a Team manager have access to the sub-teams?
Yes, Team managers can filter results for all sub-teams that are part of their hierarchy.
Q11. Should the manager be part of their team?
No, managers should be set as a member of their manager's team, or else they will influence their team's scores.
Q11. What will happen if an employee answers more questions?
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.
- Officevibe & Anonymity
- Administrator Toolbox
- Members' Roles & Access Rights
- Creating & Managing Your Teams & Sub-Teams
- Integrations Available With Officevibe
SURVEYS & FEEDBACK
Q1. Will all employees get the same questions?
No, Officevibe sends personalized surveys for each employee based on their previous participation and for any metrics that need more data. We will not ask the same question to the same employee within a 3 month period.
Q2. How long does it take for scores to be reliable?
After 5 weeks, all employees will have provided an answer for all 26 sub-metrics.
Q3. Where can I modify the survey frequency?
You can change the survey frequency in your account Settings > Pulse Surveys. Each survey frequency has a default number of questions, as follows:
5 per week, 10 per two weeks, and 20 per month.
Q4. Why can’t I see scores for a team?
Scores will only display if at least 3 members have answered a survey since the team's creation date. Click here to learn more about Officevibe & Anonymity.
Q5. What happens to the data if an employee changes teams?
The old data will remain in the old team. New answers and feedback will go into the new team.
Q6. Can I edit the Officevibe survey questions?
You can customize some words in the questions via the Settings > Pulse Survey section.
Q7. Can I create my own survey questions?
Yes, you can create your own surveys via the Custom Survey feature.
Q8. How often will the questions repeat?
It takes 6 months for an employee to review all of the standard Officevibe questions. We also don't ask the same question to the same employee within a 3-month period.
Q9. What happens if an employee answers more questions?
All the team members have the same weight in the calculation of scores. Only the most recent answer to a question is counted.
Q10. How are engagement scores calculated?
Engagement scores are calculated over a 90-day rolling average. More info here: How are Engagement Scores Calculated?
Q11. Do all metrics have the same weight?
No, some metrics have more weight than others in calculating the engagement score. We validated the methodology with Deloitte. It's our secret sauce :)
Q12. How do I know which team a piece of feedback is coming from?
You can hover your mouse over the word 'anonymous' in the Feedback section, which shows the smallest team the feedback belongs to, concerning the anonymity rules. You can also filter for a specific team's feedback.
Q13. When should the team managers start replying to feedback?
As soon as possible. They should inform the team members when and how frequently they will reply to the feedback.
Q14. Will managers get a notification when there is new feedback to review?
Yes, the notification is sent daily by default, but managers can change this in their personal settings.
Q15. Where do I define the labels for the feedback?
Administrators can define labels in the Account Settings. Employees won't see the labels that team managers add to a piece of feedback.
- How are Engagement Scores Calculated?
- The Science Behind Officevibe
- Officevibe Scores and Survey Report
- Feedback Report
GOALS and 1-on-1s
Q1. Where can I edit team goals?
You can create and edit team goals via the left menu's Goals section.
Q2. Where can I edit individual goals?
You can create and edit an employee's goal by selecting the employee on the left navigation bar.
Q3. How do I retrieve past 1-on-1s with an employee?
You can retrieve past 1-on-1 by clicking on the employee on the left navigation bar. Only the manager and the employee will have access to see them.
Q4. Can I make a 1-on-1 recurring?
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 employee.
Q5. Can managers add notes to their 1-on-1s?
Yes, Team managers can add a shared note to recap the meeting and a private note for themselves.
Q6. Where can I see the action items for an employee?
You can see all action items set for an employee by selecting their profile on the left navigation bar.
- How to Set Up 1-on-1 Meetings with Employees
- Get closer to your team: Master your 1-on-1s
- How to set up Goals using Officevibe
ADVANCED SEGMENTATION & PROPRIETIES
Q1. What is the difference between a Team and a Segment?
Teams allow team managers to take ownership of their results by replying to the feedback and discussing action plans with the team members.
Segments allow HR professionals to test hypotheses ad-hoc to find precise engagement opportunities for a segment of the workforce.
Q2. How do I bulk assign proprieties?
To bulk assign proprieties, you'll want to create them first via the Settings > Proprieties section. Afterward, you can populate the Bulk Provisioning file with everyone's information. Once you upload, the properties will be assigned to each user.
Q3. Do I have to create all the segments in advance?
No, you can create them as needed. When you create a segment, Officevibe will recalculate the historical engagement trends and bring forward employees' feedback that matches the segment's conditions.
Q4. Can I give a manager visibility on the results of a segment?
Yes, you can create a rule-based team from a segment by clicking on the segment you wish to create a team from then selecting Create a team from this segment. Then you can assign a manager to that team, and the membership will be mapped to the segment.
Q1. Where can I track participation?
Participation rates are tracked over the last 30 days and can be found in the Analysis > Pulse Survey Report section.
Q2. Where can I compare engagement scores across teams and other Officevibe clients?
You can compare your scores via the Comparison report. The first row shows you the benchmarked data.
Q3. Where can I see how many pieces of feedback were replied to?
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."
Q4. How do I know if the managers have 1-on-1s with their team members?
You can track the percentages of 1-on-1s completed for all team managers via the 1-on-1 > Participation section.
- Track your Success with Officevibe!
- Comparison, Benchmarking, and Variation for your Scores
- Get Started With The Officevibe Loop
SHARE & DISCUSS
Q1. Can I share the results with the employees?
Yes, you can give team members visibility on the results with the Manage visibility feature on top of the Engagement dashboard.
Q2. Can I share the engagement report with someone else outside of Officevibe?
Yes, 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.
Q3. How often should team managers discuss results with their team?
We recommend that managers discuss results with their team members every month.
Q4. How often should team managers have 1-on-1 meetings with their team members?
We recommend that team managers meet with each team member every other week.
Q5. Can a manager ask for help from another manager in-app?
Yes, managers can share a public link to get feedback on their engagement scores. They can also share a piece of feedback if they need some advice. Also, the comparison report is a good way to brainstorm action plans between managers.
Q6. Can I create templates for team managers?
Yes, you can save your own organization templates for custom surveys and 1-on-1 with the team managers.
Q7. Is there virtual training?
- Building your Action Plan
- Managers' Best Practices Guide - How to use Officevibe!
- Manager: Frequently Asked Questions
- Manager's Toolbox