Peoplebox Questions & Answers

To create a business review in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Hit ‘Business Reviews’
• Select ‘Create New Review’
• Input the details that are required
• Add relevant metrics and panels for tracking

To add a new panel or card to a business review in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Go to the Business Reviews section
• Open the specific review
• Click on ‘Add New Panel/Card’
• Setup the card with the desired metrics, text or visuals

To create a goal with milestones in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Navigate to the Goals section
• Hit Create Goal
• Input the goal details
• Add milestones under the progress section
• Save the goal

To duplicate an existing goal in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Navigate to the Goals section
• Choose the goal to duplicate
• Hit options (three dots)
• Select ’Duplicate’
• Alter any necessary details in the duplicate version

To upload Goals/OKRs in bulk in Peoplebox, follow the steps given below:

• Open Peoplebox
• Navigate to the Goals/OKRs section
• Press on the bulk upload option
• Download the template provided
• Input the required data
• Upload the file back to Peoplebox
• Review and confirm the entries

To access your 1-on-1’s shared and private notes in Peoplebox , follow the steps given below:

• Open your Peoplebox account
• Open the 1-on-1 meeting from the dashboard.
• Navigate to the Notes section
• Now you can view both shared and private notes

Note: Shared notes are visible to both parties, while private notes are only for you

To search for your previous meeting notes in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Navigate to the 1-on-1s or Notes section
• Utilize the search bar to add relevant keywords or filter by date
• Press on the respective meeting to view notes

To add talking points for your upcoming 1-on-1 in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Go to the 1-on-1s section
• Choose the specific meeting
• Utilize the ‘Add Talking Points’ option to include discussion items
• Depending on your preference, these points can be shared or kept private

Peoplebox typically offers discounts for annual subscriptions and may extend additional discounts to non-profit organizations. These offers are designed to make the platform more accessible and affordable for organizations committed to long-term performance and engagement solutions.

Peoplebox prioritizes data security through encryption, strict access controls, and compliance with data privacy regulations like GDPR. Employee data is safeguarded at every stage, ensuring that confidential information remains protected against unauthorized access.