How to set up your company: general information, features, email, security, change color and language | Help Center

This article is intended for administrators. If you want to understand more about access profiles, click here.

Step 01

Go to Settings > Company.

When you enter the company settings screen, you will have access to several settings. Learn how to use each one of them below.

Step 02

Define the settings on the Company tab.

The first setting on the Company tab relates to the "Readiness for Succession" ruler, which will appear there in the succession settings.

You can create new points for the ruler by clicking the "+" icon, or delete points that already exist by clicking the 'trash can' icon at the end of the line, as shown in the image below.

Next, include your company values, which can be used for compliments, tags and will also be the values evaluated in the values phase of the performance evaluation. You can define the title of your value in the "Value Name" box and also add a description (mandatory), describing what this particular value means to your company. After filling in these boxes, just click "Add new value" and that's it!

Also, in the " How many values can the user select?" box, you can set the number of values that can be selected when creating feedback. See these fields in the image:
Value creation is not mandatory for exchanging feedbacks, in other words, you can send feedbacks without value binding.
Later, you can edit the name and description of values, as well as remove or add new ones.

Finally, you can add a playbook for your company by activating the ‘playbook’ option, as shown in the image:

The playbook refers to the message that appears on the welcome tab of the company, on the "My Vision" page. In the "Welcome tab name" field, you can define the phrase that will be displayed on the tab, and in the field below you can upload the image that will be shown when you click on the tab. Using the settings in the image above, check how the home page will be displayed:

Step 03

After setting up the company tab, it is time to define the Features.

In this tab you can set all the features that you want to have in your platform. On this page, all the general features available are listed. To include them, just enable them by clicking on their respective buttons as shown in the image below:

Notice that the ‘Career’, ‘Surveys’ and ‘Board’ features also have subfeatures that will only appear as options if they are enabled.

Also, it's important to note the difference between "objectives and targets" and "targets contract":

Objectives and targets refers to the OKRs methodology that works based on objectives and key results. The goals contract, on the other hand, concerns the strategy, in which each employee has an individual contract, usually annual, of goals that he needs to meet in order to receive bonuses or promotions;
These options affect the naming of some platform features:
- With the objectives and goals option activated:
  OKR menu
  OKR Settings
- With the target contract option enabled:
  Goal Contract Menu
  Target contract settings
- With both options enabled:
  Strategy Menu
  Strategy settings
In addition, with both options activated, the visualization in the strategy menu will be done separately, as shown in the image below:
And, finally, the creation screen will also be presented separately, as shown in the image below:

Right below, you will also find a specific section for One-on-one Conversation settings. Learn how to configure them:

Here you can create action plans and notes in one-on-one conversations.

Step 04

In the next tab, you will find the email settings.

Email Notifications: Here, you can enable or disable email notifications. If you disable it, you will not receive any kind of email notifications, except for the first login or password change email.

Step 05

Define your company's security in the settings tab.

Editing logins on the user screen: This option can be used to enable or disable the ‘ADFs Login’ and ‘Login’ fields in the user settings. If this option is disabled, you won't be able to set the ADFs login or the access login on the platform if you create a new user, nor change them for existing users. All you can do is set and edit the email that receives the notifications. Thus, when creating new users, the login email address must be the same as the email address for the notifications.
Double authentication for all users: This option can be used to enable or disable double authentication of users. The double authentication works as an extra layer of protection to the login process, using an authentication code in addition to the password to validate a user, sent by email by the platform. Remember that if you enable this option, double authentication will be set for all users in the company.

Step 06

Set up your company’s Ninebox.

The Matrix of Performance and Potential (Ninebox) is one of the most widely used tools in succession and development planning, used to evaluate talent in companies. It evaluates the employees in two dimensions (and can be adjusted to the preferences of each company): past performance and future potential.

Learn how to set up your Ninebox here.