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Getting Started (Admin)

By Sushmitha and 1 other
• 31 articles

How to Bulk Upload Employee Data

Click here to watch the video! 1. Accessing Settings from Your Profile Click on your profile icon located at the bottom left of your dashboard to open the Settings option Accessing Settings from Your Profile 2. Access Settings Menu Click on Settings to open the employee details section Access Settings Menu 3. Navigating to the Employees Section Under Settings, select the Employees option located in the Workspace section Navigating to the Employees Section 4. Export Employees Data CSV To get the current active employee data, select the Export CSV option. This will download the current employee file from the tool Export Employees Data CSV 5. Bulk Uploading Employees Click on the dropdown icon next to the Add Employee button to bulk upload employee data to the platform Bulk Uploading Employees 6. Choose Import from CSV After clicking on the dropdown icon, you will see two options. Click on Import from CSV to enter bulk employee data in a CSV file and upload it back to the tool Choose Import from CSV 7. Download Sample CSV File After clicking on Import from CSV, the Upload Employee window will open. First, you need to download the sample template. You can download the Sample Peoplebox Employee Data.csv file as a reference and update your employee details in the same format. Click on the link below to view the CSV format for uploading employee data in the Peoplebox tool: https://drive.google.com/file/d/1y8IYlx4TMow0etfbP6hveDaLUrYhIkYg/view?usp=sharing Download Sample CSV File 8. Template Format Guidelines for Employees Upload The template shown in the image includes a sample format that demonstrates how employee details should be filled. Employee data must be entered exactly in the correct format provided Important Notes: Compulsory Fields are: Full Name & Email Date Format should be in: DD-MM-YYYY Performance Rating Values should be: 1 – 5 Billing Status should be: Active & Inactive Template Format Guidelines for Employees Upload 9. Important Template Guidelines Do not change or rearrange any column names. Any modification to the template structure will prevent the upload from working, as the system requires the exact format to process the data correctly Important Template Guidelines 10. Upload Employee Data File After entering all employee details in the correct CSV format, follow the same steps as mentioned above to go to the Import from CSV option. Then click on Drop files here or click to upload and upload your CSV employee data file Upload Employee Data File The employee data CSV template includes the following columns: - Company Employee ID: A unique identification number assigned to each employee. - Full Name: The full name of the employee. - Email: Employee’s email address used for communication and identification. - Manager Email: Email address of the employee’s manager to define reporting hierarchy. - Department: The department or team the employee belongs to. - Date of Joining: The date the employee joined the company (format: DD-MM-YYYY). - Date of Exit: The date the employee left the company. - Title: The employee’s job title or designation. - Gender: The gender of the employee. - Age: The age of the employee. - Division: The division or segment the employee is associated with. - Business Unit: This column captures the specific business unit or department within the company to which each employee belongs. - Location: The location column represents the physical location or office where each employee is based. - Performance Rating: This column stores the performance rating or evaluation score of each employee. - Level: The level column represents the hierarchical level or seniority of each employee within the company. - Employment Type: This column captures the type of employment for each employee, such as permanent, part-time, contract, or temporary. - Billing Status: The billing status column shows whether the employee is Active or Inactive. - Team Name, Track Name, Current Position: Employee competency-related columns. If applicable, fill in the relevant details here.

Last updated on Dec 12, 2025

Configure Single Sign-On Settings in Peoplebox

Click here to watch the video! This article guides admins through the steps to configure Single Sign-On (SSO), enabling users to access Peoplebox securely with a smooth and simplified login experience. Single sign-on (SSO) is an authentication process that allows users to access multiple applications with one set of login credentials. Peoplebox supports the option of SSO authentication to provide a seamless sign-on experience to users. SSO integration with Peoplebox is a step towards enterprise readiness to provide easy and adequate access for larger teams without the added burden of managing login credentials. Note: Peoplebox can only accept the user's email address. In setup, the user defines the SAML assertion with necessary data. Peoplebox SSO will fail if it receives anything but an email address. Prerequisites: You must have an active Peoplebox account with company admin access. 1. Open Settings Menu On your Peoplebox Homepage, click on your profile icon, and then select Settings from the menu Open Settings Menu 2. Navigate to Single Sign-On Click the Single Sign-On option under Workspace to open the SSO Configuration section Navigate to Single Sign-On 3. Edit SAML SSO Configurations Click the Edit SAML SSO Configurations button Edit SAML SSO Configurations 4. Adding SSO Details to Your Identity Provider In this step, copy the SSO ACS URL and Entity ID, and add them to your Identity Provider app (e.g., Okta, OneLogin) to generate the metadata XML file Adding SSO Details to Your Identity Provider 5. Upload Identity Provider Metadata XML File Once the metadata XML file is generated, go to the Identity Provider Details section. Under this section, you will see the Upload Identity Provider Metadata XML option. Click the “Upload Metadata” button to upload the file and then click save Upload Identity Provider Metadata XML File 6. Enabling SSO for All Users After saving the configuration, turn on the Enable SSO toggle. This will enforce SSO for all users in the organization, requiring them to sign in through the Identity Provider login page. Note: You can disable SSO at any time by turning off the toggle button Enabling SSO for All Users 7. FAQs

Last updated on Feb 05, 2026

Archive a Department

Things to Keep in mind before Archiving: - Archiving a department hides the department from the users in OKRs, Biz Reviews & KPIs but doesn't delete any related data. - Employee Department mapping remains intact for employees belonging to archived departments. - For Surveys, Performance reviews, Insights and 1 on 1s the archived departments will still be visible. Note: These settings are available to Admins and to users granted the ‘Manage Departments’ permission. To help you get started with this new feature, we have created this help article that outlines the step-by-step process of archiving a department in Peoplebox. Archiving a Department​: - Click on the Profile Icon. - Click on the Profile IconClick on Settings. - Click on Settings Click on Manage Departments. - Click on Manage DepartmentsClick on the 3 dots next to the department you wish to Archive. - Click on the 3 dots next to the department you wish to ArchiveClick on Archive. - Click on ArchiveRead the instructions carefully. - If the department you wish to archive has children, then you would get an option to delete just the department or the department and its children. Also archiving a department will only hide the departments from OKRs, Biz Reviews and KPIs. The department/s will still be visible in all other products. - Read the instructions carefullySelect the option you want to choose and archive. - Select the option you want to choose and ArchiveYou can now try searching for the department and it won't be visible anymore. - For the users for whom the departments are pinned, they will be greyed out and marked with an asterisk. You can now try searching for the department and they won't be visible anymore. Viewing and Restoring a Department: - Click on Manage Departments. - Click on Manage DepartmentsClick on the dropdown next to Search a Department. - Click on the dropdown next to Search a DepartmentSelect Archived. - Select Archived Click on the 3 dots of the department you want to restore. - Click on the 3 dots of the department you want to restoreClick on Restore. - Click on RestoreClick on Active to see the department restored. - Click on Active to see the department restoredDepartment is restored. - Once the department is restored it will work the same way it used to work before archiving. Child departments need to be archived separately. If the complete tree was archived at the same time, child departments would also get connected back to the parents. - Whereas if child departments were archived separately then the user will have to connect such departments to the correct parent again. Department is restored

Last updated on Sep 26, 2025

Slack Integration

- If most of your team hangs out on Slack rather than checking emails regularly, it's a smart move to use Slack for communication. - Go to the 'Settings' option under your profile. Then go to 'Integrations' from the left panel and click on 'Slack'. - Once you click on add to Slack, you'll be redirected to your Slack Workspace where you can give access to Peoplebox. After you authorize, it will redirect you to Peoplebox with the Integration success message. You can also see the employees in Peoplebox who have Slack integrated - Here's a list of notifications and reminders that you'll receive on Slack once it's integrated with Peoplebox: 1. Reviews All performance review notifications when launched by admin will be notified using the Slack app. You can participate and complete it within Slack. 2. Surveys All surveys when initiated you can complete entirely inside your Slack app. 3. Add talking points reminder for upcoming 1-on-1 meetings Before any upcoming 1-on-1 meetings, Peoplebox will remind you through Slack to add talking points for that meeting 4. Action item reminder When you set a reminder for your action items, you will be notified on Slack when its due 5. Goal assignment If someone assigns you as the owner of a goal, you will immediately receive a notification on Slack 6. Weekly goal(s) check-in Every Tuesday, you will be notified on Slack to update the progress of your goal(s). Note: If you integrate Slack with Peoplebox for any one feature, it will be automatically integrated with other features as well.

Last updated on Oct 24, 2024

Launching 1-on-1s in your organization

There are some key elements for a successful launch and adoption of a 1-on-1 program in your organization. - Having a champion in each team/group drastically increases the adoption of the program. It is important that the champion believes and wants to invest time in building a 1-on-1 culture within the team. Usually it is the business leaders, CTOs or P&L leaders who are concerned about performance, motivation and retention. - Building a process and accountability with cadence ensures that the 1-on-1s are happening regularly. This includes weekly team meetings where overall 1-on-1 compliance is shared and discussed. - Good launch communication will help in setting the context on why this process is important and how we are going to adopt it. - Resources (for you): 1. Complete video walkthrough of how to why, when and how of 1-on-1s: **https://youtu.be/Mpxi7yV2Gxg ** - Email Templates Email template for Org-wide launch of 1-on-1s from Leaders What it should have: - Purpose: Why are we are doing 1-on-1s - How we will measure the success of it - What is expected from you Hello <everyone/team/campers>, As we grow as an organization, it is important for us to ensure we are building a good culture of sharing and receiving feedback. This helps us move away from a once in a year performance meetings to a continuous coaching & feedback conversations through 1-on-1 checkin meetings. We have partnered with Peoplebox to help us to have these structured 1-on-1 meetings. Why are we starting 1-on-1 meetings at ? [This is the crux. Share the specific reason what motivated you start the process] 1. People are the most important part of our company and having a personal space where one can open up about issues that are holding is extremely important. 2. Having regular conversations around development of professional skills along with understanding of career path is much needed. 3. As a manager, it gives you room to share feedback (both positive & critical) to your direct reports on a constant basis so that there are no surprises in the year-end. Also, it helps you to bring teams into alignment by sharing expectations and plans. 4. Your check-ins and notes will form a crucial part of your year-end performance reviews where you can review all the notes and continuous performance trends to give well-rounded feedback. What happens next? Over the next couple of weeks, your HR Business Partner and your team leaders will be reaching out to you and your managers to kick-start the process. This will also include a webinar where you will be given a walkthrough of the process where you can ask your Questions. Thanks, Email template for HRBPs/Leaders to launch Peoplebox to teams: Hello <everyone/team/campers>, In context with the email update shared by , I wanted to kick-start the 1-on-1 process within our team and share essential information. What are 1:1s? - The 1-1 is the best way for managers and those who report to them to connect on pressing issues, develop a strong relationship, and ensure that employees feel like they’re working toward their goals – at work, and otherwise. - It is also a place to discuss performance, feedback and coach for new skills to grow in their careers. Upcoming Webinar on To help you get started, we are Organizing a webinar & workshop where you can understand how 1:1s work and setup your account to start within your team. Date: <> Time: <> Meeting Link: <> We'll also send you calendar invitations for the same. Please ensure you don't miss it to get your questions cleared. Setup your Peoplebox Account Before the webinar, setup your Peoplebox account to ask questions. 1. Create your account in Peoplebox: You would have got an invitation for Peoplebox in your email inbox. Click on the link to signup. Alternatively, you can go to dashboard.peoplebox.ai and login with [Google/Microsoft] accounts. Please make sure that you are using our company domain accounts. 2. Sync your calendars: Having your calendars in sync helps Peoplebox to automatically fetch your upcoming 1-on-1 events with you having to add. 3. Setup 1-on-1s with your direct reports: Decide a specific day that can be recurring for each of your direct reports and create a calendar event. 4. Prepare for your 1-on-1: If you have some talking points before the 1-on-1, add them to the notes so that your manager/direct report is ready. 5. Checkin performance rating: Before each 1-on-1 checkin the performance rating for your direct report since the last 1-on-1. This helps to aggregate over a period of time how their performance has been. 6. Request for productivity checkin: Request your direct report to update their productivity rating before 1-on-1s - this helps you to have a conversation on how you can improve their productivity. 7. Capture Notes: It is important to capture notes in the 1-on-1 to ensure that your 1-on-1s are documented. 8. Review reports: At the end of every week, open the Peoplebox homepage and see the reports to ensure you have caught up with everyone in a regular cadence. If you have missed talking to someone. Thanks, <HRBP/Leader>

Last updated on Jul 23, 2024

Employee Data CSV formatting

1. Please click on this link to see CSV format for uploading employee data in the Peoplebox tool: https://drive.google.com/file/d/1k4lGTWaSCk7WKDjafeGyad348koSmyhF/view?usp=sharing 2. The CSV of the employee data contains the following topics: 3. Company Employee Id: This column stores a unique identification number assigned to each employee in the company. It helps in uniquely identifying employees in the dataset. 4. Full Name: This column contains the full name of each employee. 5. Email: The email column stores the email address of each employee. This information is used for communication within the company and may also serve as a unique identifier for employees. 6. Manager Email: This column contains the email address of the manager of each employee. It helps in establishing the reporting hierarchy within the company. 7. Department: The department column represents the specific department or team to which each employee belongs. 8. Title: The title column stores the job title or designation of each employee. 9. Gender: This column captures the gender of each employee. 10. Date of Joining: The date of joining column records the date when each employee joined the company. It provides information about the tenure of an employee in the organization. The date format should follow Day-Month-Year. 11. Date of Exit: This column is used to record the date when an employee exited or left the company. 12. Age: The age column represents the age of each employee. 13. Division: The division column categorizes employees based on the division or segment of the company they are associated with. 14. Business Unit: This column captures the specific business unit or department within the company to which each employee belongs. 15. Location: The location column represents the physical location or office where each employee is based. 16. Performance Rating: This column stores the performance rating or evaluation score of each employee. 17. Level: The level column represents the hierarchical level or seniority of each employee within the company. 18. Employment Type: This column captures the type of employment for each employee, such as full-time, part-time, contract, or temporary. 19. Billing Status: The billing status column shows whether the employee is Active or Inactive.

Last updated on Jul 24, 2024

Admin Settings

- Click on your profile icon to go to settings. - Click "Settings". - Please refer to this link to view "Employee Settings in the Peoplebox Dashboard": https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1727349574-employee-settings-in-the-peoplebox-dashboard - Go to "General Settings" under Workspace settings, then choose your "Company Time Zone" from the dropdown menu. - You can also choose your manager from the "Key Leader" dropdown menu. - Click on "Employees" under the Workspace settings. Please refer to these links to learn more about Employees: - Add Employees to Peoplebox - How to Change Reporting Manager - Making Someone an Admin - Bulk Uploading of Employee Data - How to Remove an Employee After Adding to Peoplebox - Adding and Inviting to Peoplebox - Employee Data CSV Formatting - Click on "Departments" under Workspace settings. Please refer to these links to learn more about Departments: - How to Create a New Cascaded Department - Add and Edit Departments - Archive a department - Click on "Permissions" under Workspace settings. You can add super admins by clicking the "Add Super Admin" button. - Click "Create Custom Role" to create new roles. Please refer to these links to learn more about creating Custom Roles: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726660229-creating-a-custom-role-in-peoplebox-dashboard - Click on "Integrations" under Workspace settings. Please refer to these links to learn more about Integrations: - Slack Integration - How to Integrate Microsoft Teams with Peoplebox (Beta) - Click on "Single Sign-On" under Workspace settings. Please refer to this link to learn more about Single Sign-On: Getting Started with Single Sign-On - Click on "Billing & Payments" under Workspace settings. If you want to change your plan, you can do so by clicking the "Change Plan" button. - Click on "Goals" under "Products." In the "Activity Logs" section, you can see all recent changes made to the goals. By exporting the CSV, you can view all these changes in a single sheet. - In the "Settings" section, adjust the Goal Planning Year as needed. - Under "Goal Progress Update," change the Check-in frequency of goals from the dropdown menu. - Click on "1-on-1s" under "Products." In the "Settings" section, you can adjust the 1-on-1 settings as needed. - Click on "Surveys" under "Products." Then click on "Add Custom Driver" to add new drivers.

Last updated on Sep 26, 2024

Sending Bulk Invitations to Employees

Click here to watch the video! 1. Open Settings Click on your profile icon at the bottom-left corner of the screen, then select Settings Open Settings 2. Open the Employees Section Under the Workspace menu, click Employees to navigate to the employee details page Open the Employees Section 3. Select Employees to Invite After clicking on Employees, you will see the list of employee details under the Employee Directory. Now select the employee for whom you want to send the invite. You will see a checkbox next to the employee's name on the left side of their name. Tick the checkbox to select the employee for whom you want to send the invite. Select any number of employees whom you want to invite by ticking the checkbox next to their name Select Employees to Invite 4. Send Invitations to Selected Employees Once you tick the checkbox next to the employee's name of whom you want to send the invite. It will display the total number of employees you are sending the invites to. Then click on the Invite button to send the invite for the selected employees Send Invitations to Selected Employees 5. Send Invite to All Employees If you want to send the invite link to all employees at once, tick the checkbox next to the Name field. This checkbox is present at the top left side of the Name column under the Employee Directory. It will select all the employees at once Send Invite to All Employees 6. Click Invite 10 People After selecting the employees, it will display the total count of employees you have selected. Click the Invite 10 People button to send invitations to the selected employees Click Invite 10 People 7. Click Invite Button It will show the specific access and permissions the employees will receive once the invite is sent. Please review this information carefully, and if you are comfortable with the access details, click Invite to proceed Click Invite Button 8. Check Employee Status After Invitation After sending the invite, you will be able to check if the employee is active and view the time of their last login. In this instance, it indicates that the newly added employee is active in the tool but has not logged in yet Check Employee Status After Invitation

Last updated on Dec 12, 2025

Configure ACL for Reviews

https://youtu.be/A0xPMLypBA4?si=dftJ8C1PVszRYopz 1. Access the Settings Page Navigate to the Settings section in your profile Access the Settings Page 2. Go to the Permissions Section Within the Workspace, select "Permissions" to view and configure role-based access options Go to the Permissions Section 3. Initiate a New Custom Role Click Create Custom Role to start setting up a new role under the Custom Role section Initiate a New Custom Role 4. Define the Role Name Enter a clear and identifiable name in the Role Name field to distinguish this role from others Define the Role Name 5. Assign Members to the Role Add the members who should have access to this role's permissions Assign Members to the Role 6. Administer Review Cycle Permission The Administer Review Cycle permission allows custom role admins to manage review cycle setup and phases, such as creating cycles, launching phases, and adding reviewees or reviewers, without accessing reviewee responses Administer Review Cycle Permission 7. Restrict Access by Group By default, access is granted to all users. To limit access, click Add Group and select the specific group(s) that should have permission Restrict Access by Group 8. Select Employees for Access Choose the employees for whom the role members should have access. Use filters like Department, Location, and Managers to refine your selection Select Employees for Access 9. Add Employees Individually You can also add specific employees one by one if needed Add Employees Individually 10. Save the Selection Once you have set the access limitations, click Save to confirm Save the Selection 11. Add the Custom Role Click Add Custom Role to create and apply the new role within the tool Add the Custom Role 12. Custom Role Admin View of Review Cycle This view shows the review cycle from the perspective of a custom role admin. Here, the admin can manage the cycle setup and phases, including creating cycles, launching phases, and assigning reviewees or reviewers Custom Role Admin View of Review Cycle 13. Restricted Access to Reviewee Responses Under the Reviewees tab, we can see that custom role admins do not have access to reviewee responses Restricted Access to Reviewee Responses

Last updated on Nov 13, 2025

Configure Custom Roles and Permissions in Peoplebox

Click here to watch the video! 1. Open Permissions Tab Navigate to the permissions section from the admin settings to access the custom roles section Open Permissions Tab 2. Access Custom Roles Section Click Custom Roles to create a new custom role. You can also view and manage existing custom roles from this section Access Custom Roles Section 3. Create a New Custom Role Click Create Custom Role to begin setting up a new role Create a New Custom Role 4. Enter Role Name In Step 1, enter the name of your custom role in the Role Name field Enter Role Name 5. Add Members In Step 2, add the members who should have this custom role so they can access the permissions assigned to it Add Members 6. Select Module Permissions In Step 3, under Permissions, select the modules for which the added members should have access Select Module Permissions 7. Select Modules for Permissions Under Permissions, you will find multiple modules such as Goals, Reviews, Surveys, Reports, and Employee Management. Select the modules for which you want to give permissions for added member Select Modules for Permissions 8. Grant All Permissions Tick the checkbox that says Grant All Permissions. If you enable this, the member will have access to all employees goals, similar to an admin. With this permission, the custom role member can edit, delete, and check in on all goals Grant All Permissions 9. Add Groups (To Limit Access) Use Add Group only when you want to restrict access instead of granting full permissions. This option allows you to specify the exact departments or employees the custom role member should have access to Add Groups (To Limit Access) 10. Manage Department Goals This option allows you to give access only to department-level goals. The custom role member will be able to manage only the department goals for the departments you select. They can view, edit, delete, and check in on goals, but only within those selected departments Manage Department Goals 11. Manage Employee Goals In Manage Employee Goals option. Apply filters to select employees whose goals the custom role member can manage Manage Employee Goals 12. Filter Employees You can filter employees by department, location, or manager to decide whose goals the custom role member should have access to: By Department: Select the departments whose employees goals the custom role member should manage. They will have access to individual goals, company goals, and department goals of the employees in those selected departments By Location: Choose a specific location to give access only to employees working at that location By Manager: When you select a Manager, the custom role member will have access to all goals of that manager’s direct reports. They will be able to edit, delete, and check in on all goals in this step Filter Employees 13. Pick Specific Employees This option allows you to select individual employees whose goals the custom role member can manage. Use the search function to find and assign specific employees, giving precise access without applying any filters by department, location, or manager Pick Specific Employees 14. Save Role Configuration Click Save to apply all changes made to the custom role Save Role Configuration 15. Edit Existing Group Click Edit Group to modify an existing permission group within the module Edit Existing Group 16. Grant All Permissions In Reviews Tick Grant All Permissions in Reviews. This gives the custom role member access to all employees reviews, allowing them to manage reviews similar to an admin. You can also use Add Groups if you want to restrict access instead of granting full permissions. This option lets you specify the exact departments or employees the custom role member should have access to. Grant All Permissions works the same way across all modules, including Surveys, Reviews, Reports, Employee Management, Goals, and Reviews. Note: The Add Group option is available in all modules except Surveys and Manage Department under Employee Management Grant All Permissions In Reviews 17. Administer Review Cycle In the Reviews module, there is another permission called Administer Review Cycle. This allows admins to manage review cycles (launch phases, add reviewees/reviewers, create cycles), but does not grant access to view reviewee responses, ensuring privacy is maintained Administer Review Cycle 18. Add Group You can also use Add Group option if you want to restrict access. This allows you to give the custom role member access reviews only to specific departments, selected employees, or employees reporting to certain managers Add Group 19. Enable Impersonate Employees Permission You can also give a custom role member the ability to impersonate employees for administrative purposes. Enable this by selecting the checkbox next to Impersonate Employees option. Additionally, you can use Add Groups if you want to restrict access Enable Impersonate Employees Permission 20. Manage Employees Permission If you want a custom role member to manage employee records, such as adding employees manually, using CSV, exporting CSV, or editing employee records, you need to enable this permission by ticking the Manage Employees checkbox. You can also use Add Groups to restrict access Manage Employees Permission 21. Manage Department In this step, if you want a custom role member to create and manage departments, enable this by ticking the Manage Departments checkbox. With this permission, the custom role member can create departments, view the number of employees in each department, edit department details, and archive departments as needed Note: The Add Group option is not available in Manage Departments Manage Department 22. Click Add Custom Role After assigning all the necessary permissions, click Add Custom Role to create the custom role Click Add Custom Role 23. View Created Custom Role The newly created custom role will appear in the Custom Roles section, where you can view or manage it View Created Custom Role 24. Update a Custom Role Once a role is created, you can edit or delete it by clicking the three dots next to the role name Update a Custom Role 25. Choose an Action Select the option you prefer Choose an Action

Last updated on Nov 24, 2025

How to Reset Your Password in Peoplebox

Click here to watch the video! 1. Initiating a Password Reset If you have forgotten your password and are unable to log in, click on the “Forgot your password?” option available on the login page. This option allows you to securely reset your password and regain access to your account Initiating a Password Reset 2. Entering Your Registered Email Address Under the “Reset your password” section, enter your registered email ID in the provided field. After entering the correct email address, click on the “Reset Password” button to proceed Entering Your Registered Email Address 3. Password Reset Confirmation Message Once you click on “Reset Password,” a confirmation message will appear: "If you have an account with us, you would have received an email to reset your password. Please click the link in the email to reset your password" Please note: The reset email will only be sent if an account exists with the provided email ID Password Reset Confirmation Message 4. Accessing the Password Reset Email Navigate to your inbox and open the password reset email you have received. Inside the email, click on the “Set your password” option to continue with the reset process Accessing the Password Reset Email 5. Creating a New Password After clicking the link, you will be redirected to a secure page where you can create a new password. Enter your new password as per the required criteria and click on “Set Password" Creating a New Password 6. Successful Login Once you click on “Set Password,” your password will be updated successfully. You will be automatically logged into your account and can continue using the platform Successful Login

Last updated on Mar 11, 2026

How to Update Company Logo in Peoplebox

Click here to watch the video! 1. Navigate to Your Profile Settings Click on the profile image icon located at the bottom-left corner of your Peoplebox homepage Navigate to Your Profile Settings 2. Open Settings Click on the Settings option to proceed Open Settings 3. Access General Settings in Workspace Under the Workspace section, you will find the General Settings option. Click on General Settings to update your company logo Access General Settings in Workspace 4. Update Company Logo in General Settings After clicking on the General Settings option, scroll down to the right side of the page, where you will find the Company Logo section Under this section, you will see two options: Product Logo & 360° PDF Report Logo. Select the Product Logo option to update the default Peoplebox logo with your company’s logo Update Company Logo in General Settings 5. Upload Your Company Logo Click on the Peoplebox logo image to upload your company logo in its place. Please ensure you follow the below guidelines while uploading the logo, otherwise the update may not work: - Supported file types: PNG, JPEG, and JPG - File size: Up to 1 MB - Suggested resolution: 240px × 240px or 480px × 240px - The feature works best with a square logo (1:1 ratio). Uploading a rectangular logo may cause it to appear stretched or squished into a square shape Upload Your Company Logo 6. Select Your Company Logo After clicking on the Peoplebox logo, the system file manager screen will open. From there, you can select your company logo you would like to upload Select Your Company Logo 7. Preview of Selected Logo After selecting the logo from the file manager, the chosen logo will appear under the Product Logo section, as shown in the example screenshot Preview of Selected Logo 8. Save Your Changes After selecting the image, click “Save & Update” to apply your changes and update your company profile Save Your Changes 9. Confirmation of Successful Update After clicking the “Save & Update” button, a success message will appear at the top right corner, indicating that the account settings have been updated successfully Confirmation of Successful Update 10. Verify Updated Company Logo After receiving the success message, please refresh your screen once and then open the tool You will be able to see your updated company logo displayed at the top-left corner Verify Updated Company Logo

Last updated on Apr 07, 2026

Admin Guide: Getting Started with the Platform

Click here to watch the video! 1. Overview of Modules in Peoplebox In Peoplebox, there are a total of six modules: Goals, Biz Reviews, 1-on-1, Reviews, Growth Path, and Reports. Each module has its own features. You will find all six modules on the left side of the screen, each represented with a different icon Overview of Modules in Peoplebox 2. Peoplebox Homepage – My Tasks Section At the top left, you will see the Peoplebox icon. Click on it to open the homepage. On the homepage, Under My Tasks you will find review cycle and survey related notifications For example: If you need to write a review for someone or for yourself, or to give feedback in a survey, all such notifications will be displayed on the homepage Peoplebox Homepage – My Tasks Section 3. View Profile and Team Details on the Homepage On your homepage, you can view your profile details, such as your job title, department, and team information It will also display your manager’s name. If you have any direct reports, their details will be shown. If you do not have direct reports, then your peer details will be displayed instead View Profile and Team Details on the Homepage 4. View Detailed Profile Information If you would like to view more details about your profile, such as your email address or other profile related information, you can click on the View Profile option View Detailed Profile Information 5. Accessing the Basic Information Page After clicking the View Profile option, a basic information page will be displayed. This page will show all your profile details under the Overview section Accessing the Basic Information Page 6. Access Account Settings If you would like to change your account-related settings, click on the profile icon located at the bottom left side of the screen Access Account Settings 7. Open Settings Menu Click on the Settings option Open Settings Menu 8. Manage Account Settings Click Account Settings under profile section Manage Account Settings 9. Update Account Information In the account settings, you can update your name under the Name field. If you would like to upload or change your profile picture, you can do so using the Upload option. To change the time zone of your account, update it under the Time Zone field Update Account Information 10. Save Personal Information Updates After making any changes, please ensure you click on the Update Personal Info button to save the updates Save Personal Information Updates 11. Change Your Account Password If you would like to change your account password, scroll down in account settings option page and you will find the “Change Password” option. Under this section, enter the new password you would like to set in New Password field, and in the Current Password field, enter your existing account password to confirm the change Change Your Account Password 12. Update Your Password After entering both your current password and the new password, click on the Change Password button to update your password Update Your Password 13. Manage Notification Settings Click on Notifications if you would like to manage any settings related to notifications Manage Notification Settings 14. Notification Settings and Default Visibility After clicking on “Notifications”, you will see different notification categories. For example, when a check-in is completed for a goal, you will receive an email notification indicating that the check-in has been completed. Similarly, several other notification options are available. If you do not wish to receive notifications for a specific topic, you can turn off the toggle button next to the respective category to stop those emails Please note that the account settings and notifications options under the profile section are visible to all employees using Peoplebox Notification Settings and Default Visibility 15. Workspace Section Visibility The Workspace section and all the options under it are only visible to admins and are not accessible to employees. Any changes made in this section are applied at a global level and will reflect in all user accounts across the organization Workspace Section Visibility 16. General Settings in Workspace Under the Workspace section, click on the General Settings option to manage account-related settings. Any changes made in the general settings will be reflected across all user accounts, as these are global account settings General Settings in Workspace 17. Updating Company Details in General Settings After clicking on General Settings, you can update various company-level details. If you want to change the company name, update it in the Company Name field. If you would like to change the key leaders for the org chart, you can do so under the Key Leader section. You can also change the company time zone in the Company Time zone field. Additionally, if you wish to modify the color of the 360 PDF, you can update it under the Primary Color section Updating Company Details in General Settings 18. Updating Company and 360 Report Logos If you would like to add your company logo to the Peoplebox platform or update the logo for the 360 PDF report, you can do so. Please refer to the help doc to learn more about this: Link! Updating Company and 360 Report Logos 19. Enable Nova AI Settings Under Nova AI Settings in Peoplebox, the following options are available: - Enable Nova AI for 360 review PDFs - Allow employees to refine feedback during reviews - Generate AI-based goal suggestions - Use Nova AI for IDP pages - Use Nova AI for team pages To enable Nova AI for any of these options, turn on the toggle button next to the respective category Enable Nova AI Settings 20. Assign Custom Role Permissions If you would like to grant an employee custom roles permissions to manage specific modules in the Peoplebox tool, you can do so by clicking on the Permissions option and then selecting the Custom Roles option to assign the required modules permissions to the employee Assign Custom Role Permissions 21. Integrating with Slack and Microsoft Teams If you would like to integrate all employee accounts with Slack or Microsoft Teams in the Peoplebox, you can do so by clicking on the Integrations section under the Workspace section and then, click on Slack or Microsoft Teams in Peoplebox to complete the necessary integration setup Integrating with Slack and Microsoft Teams 22. Enable Single Sign-On (SSO) and Automatic Account Creation If you would like to enable the Single Sign-On (SSO) option for all user accounts in Peoplebox, you can do so by clicking on the Single Sign-On option under workspace and turn on the toggle button next to Enable SSO option. You will also then need to complete the SAML SSO configuration to activate SSO Additionally, if you would like new user accounts to be created automatically when users log in via SAML SSO in Peoplebox, then enable the Automatically create Peoplebox accounts for new users who log in via SAML SSO option by turning on the toggle button next to it Enable Single Sign-On (SSO) and Automatic Account Creation 23. Changing the Goal Planning Year If you would like to change the goal planning year for all users at a company-wide level, under Products section and click on the Goals option. Then, click on the Settings option to make the required changes Note: The modules such as Goals, 1-on-1s, Surveys, Growth Path, and Feedback are only visible to admins and are not visible to non-admin users Changing the Goal Planning Year 24. Changing the Goal Planning Year After clicking on Settings option, the Goal Planning Year screen will be displayed. Here, you can select the month from which the goal planning year should start, and you can also view the cycle division. You can update the goal planning year as per your organization’s requirements. However, please note that any changes made here will be reflected across all user accounts in your company. Additionally, under the Goal Settings section, the following options are available: - Allow only admins to create departments while creating or editing a goal - Enable the feature to divide goals into milestones - Enable automatic goal status updates based on progress and time elapsed Admins can choose to enable or disable these options based on their organization’s requirements Changing the Goal Planning Year 25. View Goal Activity Logs If you would like to view the activity logs of goals, then click on the Goals option in the Product section. Then, navigate to the Activity Logs options, where you will be able to see all the goal changes related details View Goal Activity Logs 26. View 1:1 Activity Logs If you would like to view 1-on-1 details of all employees in the Peoplebox, such as talking points and action items created by participants, you can access them under the 1-on-1 option in the Product section Here, you can also download the data in CSV format, view the status of 1-on-1 meetings, and check details such as the count of action items, talking points created, and the performance ratings given. To view all these details, click on the “Activity Logs” option within the 1 on 1 section under Products View 1:1 Activity Logs 27. Configuring 1:1 Settings If you would like to enable productivity tracking for direct reports in 1-on-1, change the visibility of shared notes, or allow marking 1-on-1 as complete, all these options can be customized in the Peoplebox You can manage these settings under the Settings option within the 1-on-1 section under Products and configure whether each feature should be visible or not based on your requirements Configuring 1:1 Settings 28. Creating Custom Drivers for Surveys The next option under Products section is Surveys. If you would like to create custom child drivers, you need to click on Surveys under Products After clicking, you will see the Add Custom Driver button at the top right corner, where you can create custom drivers for surveys. You can also view the existing drivers on this screen Creating Custom Drivers for Surveys 29. Managing Competencies in Growth Path If you would like to create competencies for employees or review existing competencies, you can do so by navigating to the Growth Path option under Products section Managing Competencies in Growth Path 30. Configuring Continuous Feedback Settings If you would like to create continuous feedback templates or configure any settings related to continuous feedback, you can do so by clicking on the Feedback option under the Products section Configuring Continuous Feedback Settings

Last updated on Apr 07, 2026

How to Fix Org Chart Errors Using the Error Report

Click here to watch the video! 1. Access the Org Chart If you want to view your org chart, navigate to your homepage and locate the View Profile option. Under this section, you will find the Org Chart button. Click on it to open and view your organization’s hierarchy Access the Org Chart 2. Download Error Report Once you click on the Org Chart, you may encounter errors if there are data inconsistencies. For example, a banner at the top may indicate that certain employees are missing from the org chart due to these issues. To understand the exact cause, click on the Download Error Report option. This will download a CSV file containing details of all the errors Download Error Report 3. Review the Error Report After downloading the error report, open the CSV file. You will see a list of employees along with the specific errors associated with each entry Review the Error Report 4. Example Error – Cyclic Relationship One common error you may encounter is a cyclic relationship, where two or more employees are incorrectly assigned as each other’s managers. This creates a loop and prevents the org chart from being generated correctly. These relationships need to be corrected to resolve the issue Example Error – Cyclic Relationship 5. Example Error – Missing Manager Another possible error is when an employee does not have a manager assigned. Since the org chart relies on reporting hierarchy, missing manager information can lead to inconsistencies and prevent proper visualization Example Error – Missing Manager 6. Key Leader Configuration Please note that the key leader should not have a manager assigned in the system. The key leader is the only employee allowed without a manager. If any other employee is missing a manager, or if the key leader has a manager assigned, it will result in data inconsistencies in the org chart Key Leader Configuration 7. Fix Errors and Refresh Org Chart Once all the errors identified in the report are corrected, the org chart should function as expected. Please note that it may take some time for the updates to reflect in the system after making the changes Fix Errors and Refresh Org Chart

Last updated on Apr 07, 2026

How to Update the Color of the 360 Performance Review PDF Report

Click here to watch the video! 1. Navigate to Your Profile Settings Click on the profile image icon located at the bottom-left corner of your Peoplebox homepage Navigate to Your Profile Settings 2. Open Settings Click on the Settings option to proceed Open Settings 3. Navigate to General Settings Under the Workspace section in Peoplebox, you will find the General Settings option. Click on it to change the color of the 360 review PDF report Navigate to General Settings 4. Access Primary Color in General Settings After clicking on General Settings in Peoplebox, the screen will open on the right side Scroll down on this screen, where you will find a section named Primary Color. In this section, click on the Select Color option present inside text box under the Primary Color section Access Primary Color in General Settings 5. Choose a Color for 360 PDF After clicking on the Select Color option in Peoplebox, a color window will open where you can choose any color for your 360 reviews PDF report as per your preference Choose a Color for 360 PDF 6. Selecting Color Using the Cursor You can drag the cursor to select and adjust the desired color for your 360 PDF as per your preference Selecting Color Using the Cursor 7. Example of Primary Color Selection In this example, we have selected green as the primary color for the 360 review PDF report in Peoplebox Example of Primary Color Selection 8. Saving Color Changes Click Save & Update button once you select the color to save and apply the changes in the 360 PDF report Saving Color Changes 9. Confirmation Message After Saving After clicking Save & Update in Peoplebox, you will see a success message at top right stating that the account settings updated successfully Confirmation Message After Saving 10. View the Sample 360 Reviews PDF If you would like to view the sample 360 Reviews PDF report in green color in Peoplebox, please click on the provided drive link to access the PDF for your reference: https://drive.google.com/file/d/1LynY8QytKmK_q93swSQzcyCAj39F-7ph/view?usp=sharing View the Sample 360 Reviews PDF

Last updated on Apr 08, 2026