All Articles
236 articles, sorted by most recent
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Field Service Suite App Overview Apps
How to set up and run Field Service Suite — work orders, dispatch, estimates, invoicing, service agreements, and optional modules for fleet, pricebook, GPS, accounting sync, and...
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E-Signature App Overview Apps
How to set up and run E-Signature — creating signature requests, placing fields, templates, kiosk mode, bulk sends, and compliance settings.
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E-Signature FAQ Faq
Answers to common setup and operating questions about E-Signature — for the admin running it.
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Content Governance & Moderation Business-configuration
Two admin surfaces — Content Moderation (real-time screening of user-generated content) and Content Governance (periodic audits of published content for staleness, broken links,...
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Communications Overview Apps
What the Communications app does, how to stand it up, and the settings an admin configures — the unified feed, five composer intensity tiers including In context placements, new...
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Communications FAQ Faq
Answers to common setup and operating questions about Communications — for the admin running it.
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Background Checks App Overview Apps
How to set up and run background checks on recruiting candidates using Checkr, Sterling, or HireRight — integration setup, ordering, adjudication, and FCRA adverse action workflow.
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Background Checks FAQ Faq
Answers to common setup and operating questions about Background Checks — for the admin running it.
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AI Notepad App Overview Apps
How to set up and run AI Notepad — upload recordings or write notes and get AI-generated transcripts, summaries, and action items.
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AI Notepad FAQ Faq
Answers to common setup and operating questions about AI Notepad — for the admin running it.
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AI Sheets App Overview Apps
How to set up and run AI Sheets — create spreadsheets, import data, ask AI questions, propose edits with confirm-and-undo, build formula columns, enrich rows in bulk, and automa...
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AI Sheets FAQ Faq
Answers to common setup and operating questions about AI Sheets — for the admin running it.
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Muscle Memory App Overview Apps
How Muscle Memory distills operational outcomes into evidence-backed lessons your organization recalls automatically — setup, concepts, and settings.
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Muscle Memory FAQ Faq
Answers to common setup and operating questions about Muscle Memory — for the admin running it.
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Recorder App Overview Apps
How free desktop capture and the Recorder cloud library fit together — enabling the app, what happens after an upload, visibility and sharing, public links, hand-offs into other...
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Recorder FAQ Faq
Answers to common setup and operating questions about Recorder — for the admin running it and for the people recording: why Upload is missing, who can see a recording, public li...
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Mango IQ App Overview Apps
Set up and run Mango IQ, the AI-powered competitive intelligence app that tracks competitor websites, surfaces content gaps, and generates response drafts.
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Ballots App Overview Apps
How to set up and run structured, auditable votes on documents and people — Yes/No and Election styles — with frozen voter rosters, comment policies, auto-approval, and a full a...
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Ballots FAQ Faq
Answers to common setup and operating questions about Ballots — for the admin running it.
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Headcount Planner App Overview Apps
How to set up and run Headcount Planner — workforce forecasts, hiring budgets, position allocations, and the Job Board integration.
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Headcount Planner FAQ Faq
Answers to common setup and operating questions about Headcount Planner — for the admin running it.
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Security & Sign-On Business-configuration
Password policies, two-factor authentication, SSO configuration, session timeouts, account lockout, and authentication logging — the admin guide to sign-in security.
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App Builder Overview Apps
How to set up and use App Builder — describe what you need in plain language and get either a no-code mini app composed from platform primitives, or a full custom app with AI-wr...
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App Builder FAQ Faq
Answers to common setup and operating questions about App Builder — mini apps and custom apps — for the admin running it.
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Recruiting Agent App Overview Apps
How to set up and run the Recruiting Agent — AI screening of Job Board applicants, an approval queue for the actions it wants to take, and Ask AI answers about your hiring pipel...
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Recruiting Agent FAQ Faq
Answers to common questions about asking, configuring and troubleshooting the Recruiting Agent.
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Loop FAQ Faq
Answers to common setup and operating questions about Loop — for the admins and managers running it.
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Shift Feedback App Overview Apps
How Shift Feedback collects post-shift ratings, tags, and comments tied to each attendance record, and how to configure collection, notifications, and analytics.
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Search App Overview Apps
How Search works and how to run it — what feeds the results page, the live answers and AI overview above it, synonyms and promoted results, external sources, and the settings an...
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Search FAQ Faq
Answers to common questions about Search — filters, exact phrases, external sources, saved-search alerts, limits, and what to do when a search does not find what someone expected.
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Search Across the Platform System-features
How the global search bar works, what it searches, how synonyms improve relevance, and what admins can configure.
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Payroll Processing App Overview Apps
How to set up and run Payroll Processing — generating gross-pay reports from approved timesheets, with overtime and shift-differential breakdowns.
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Payroll Processing FAQ Faq
Answers to common setup and operating questions about Payroll Processing — for the admin running it.
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Messages App Overview Apps
How to set up and govern Messages — private one-to-one and group threads that land in each recipient's inbox, managed independently of Chat.
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Messages FAQ Faq
Answers to common setup and operating questions about Messages — for the admin running it.
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People App Overview Apps
What the People app does, how to set it up, and the concepts an admin needs to configure employee profiles, org structure, compliance monitoring, and self-service updates.
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Appointment Scheduler App Overview Apps
How to set up and run Appointment Scheduler — booking pages, meeting types, availability rules, team scheduling, and the public /meet surface.
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Appointment Scheduler FAQ Faq
Answers to common setup and operating questions about Appointment Scheduler — for the admin running it.
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Report Agent App Overview Apps
What Report Agent does, how to enable it, and the concepts an admin needs to configure data domains, saved reports, sharing, exports and scheduled delivery.
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Employee Data Administration Business-configuration
How to configure employee profiles, standard and custom fields, compliance tracking, leave types, and accrual policies — the admin guide to the People app and Leave Configurations.
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On-Call Management Overview Apps
How to set up and run on-call pools, rotations, incident response, and escalation in your organization.
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Mango Spend App Overview Apps
How Mango Spend handles employee expense reimbursements, company-card receipts, vendor invoices, and pre-approvals — setup, concepts, and admin operations.
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Company Store Apps
How the Company Store works — catalog setup, points redemption, payment modes, approval holds, spend budgets, regions, fulfillment, and notifications.
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Company Store FAQ Faq
Answers to common setup and operating questions about Company Store — for the admin running it.
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RFP Desk FAQ Faq
Answers to common setup and operating questions about RFP Desk — scoring, questionnaire imports, the answer library, approvals, and deadline reminders.
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Libraries App Overview Apps
How to set up and run the Libraries app — curate company resources, forms, links, and internal records into targeted, permission-controlled collections.
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Libraries FAQ Faq
Answers to common setup and operating questions about Libraries — for the admin running it.
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Leader Rounds App Overview Apps
How Leader Rounds works — structured leader-to-staff rounding conversations on a cadence, a stoplight issue ledger that closes the loop, and coverage rolled up the reporting line.
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Leader Rounds FAQ Faq
Answers to common setup and operating questions about Leader Rounds — cadence, the due list, the stoplight ledger, themes, reminders, and what employees see.
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Performance Management FAQ Faq
Answers to common questions about running performance reviews — for employees completing them, managers reviewing their team, and admins configuring the program.