4.1 Configure Workspace

The Workspace Owner. This was selected when the Workspace was setup. Cannot be changed

The Workgroup name for the Workspace. This was selected when the Workspace was setup, however it can be changed. (Select the required Workgroup from the list).

Optional: input the number of staff. (Indication of number of licenses required)

The Person in the organisation Sponsoring the Workspace. Normally a senior person that provides a level of gravitas to survey completion etc. Referenced in the Survey landing page.

Select the person from the dropdown list.

If the Sponsor has not yet been set up under the setup individuals then using the Add button will bring up a pop-up window to register the main details for that person and add them to the individuals list. The person can then be selected as the Sponsor.

The main Administrator for the Workspace. The Workspace will appear in the My Workspaces tab for this Admin. can be changed by selecting an alternative Workspace.

A brief description of the use of the Workspace. For tenancies holding multi Workspaces it is practical for the descriptions to be unique in order to able to differentiate between them.

Select the Subscription level.

• Define

• Depracated (Assess)

Info only. Scheduled start date usually set when Workspace setup.

Info only. Scheduled end date can be set as far into the future for the expected life of the Workspace.

This message is displayed on all surveys. can be changed to suit. e.g. You may wish to tell everyone to utilise project code to for time spent completing surveys. Default: Please complete your surveys by the target date above

The target completion date message on the surveys reflects the number of days after the survey invitation is sent. It also provisions the date for auto reminder emails to be sent.

Provides the ability to inhibit access to peoples Planner console for managing their profiles. Select No to inhibit access.

Invoke the GDPR option by selecting Yes. Allowing individuals to remove themselves from the system

Provides the ability to optionally toggle Off and suppress the Create Account dialogue for individuals to set-up their Planner access via a password reset after completing their surveys. Designed for organisations that are using Single-Sign-On (SSO) for access to SkillsTx, and for whom setting up a Planner password is generally redundant.

• Yes (Default) - Standard prompting for Create Account

• No - Will toggle off the Create Account prompting for SSO's
  
  

Allow individuals to share their profile with other organisations by selecting Yes. (Currently not yet provisioned)

Allow Managers and/or Team Leaders to approve the Self-Assessed Profiles of individuals assigned to them in the Org Structure, via their Planner Console. See Enable Approval Request below, to enhance this capability. Select from:

• Disabled (Default)

• Managers Only

• Managers and Team Leaders

Provide the functionality for Individuals to request that their Self-Assessed Profile be approved via their Planner. An extra Button Request Approval appears in the MyProfile Planner page. Works in conjunction with the Who has Planner Approval permissions (above). The requests trigger an email to the Approver, as well as an icon indication in their MyPeople planner page that a, approval request is outstanding.

• No (Default)

• Yes

Allow Users to edit their Profile details in their Planner Console. This is provided in the event the name is being maintaining via API from HRIS, in which case setting this to No may be required.

• Yes (Default)

• No

Enables a Pop-Up prompt to show when the first survey is selected. This is to help overcome the frequent occasions where the rating feedback clearly indicates lack of understanding of the process.

The Pop-Up message is: Great, you are about to start your skills inventory. Have you attended an awareness session or watched the tutorial? Yes/No.

If No is selected then it takes them to the Survey Tutorial Url. 

• No (Default) - No pop-up will be displayed

• Yes - The Pop-Up will be displayed

Provides the ability to allow a Single-Sign-On (SSO) link to be utilised in the Survey invitations rather than the standard token link.

Note: Only applicable for organizations that have arranged SSO with SkillsTX

• No (Default) - The standard Survey token link will be used

• Yes - The invite will use SSO Link

If no Url is provided (Empty), then it will default to the current SkillsTx standard survey tutorial playlist.

Provides the ability to inhibit access to all surveys. To prevent access to surveys select Closed

Provides the ability to inhibit access to the Workspace. Can be used when a Workspace is no longer required. The Workspace will then appear under the Closed tab for selection.

Use the Add Logo link to enter the dialogue to upload a Logo for the Workspace. If one already exists and showing select the logo to delete or change it. A Workspace Logo supersedes all other Logo in the hierarchy.

Planner - No Activity

Planner - Action Plan Past Due Date

Planner - No Action Plan for Assigned Jobs

Evidence - Expiry Approaching

Evidence - Expiry Reminder

Evidence - Expired

The Interval in days between notifications

Can be used to inhibit notifications. Select No to inhibit the notification

The start date to begin sending notification

The end date to stop sending notifications. when set to Empty, the notification will stop on the current renewal date for the Workspace license subscription

To inhibit the automatic sending of survey email reminders: select No

The number of days after the initial invitation to send the reminder Default set to 4

The number of days between reminders before the next one is sent. Default set to 4

The total number of reminders that are to be sent. The default is set to 2.

Note: Too many reminders being sent can become counter-productive, and they may be considered as spam. After 2 reminders it may be more prudent to chase people for survey completion by talking to them personally.