StaffCircle Questions & Answers

To add a competency in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to Objectives
• Click on Configuration
• Choose Competencies
• Press on the ‘Add Competency’ option
• Input the required details
• Hit save.

To add a priority to a task or worksheet in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to the task or worksheet settings
• Find the Priority dropdown
• Choose the appropriate priority level
• Hit Save

To edit a calculation on a worksheet in Staff Circle, follow the steps given below:

• Open Staff Circle
• Open the worksheet in the Worksheet Builder
• Add or Alter calculations in the designated fields
• Hit Save

To get a task to multiple people in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to the task module
• Create or edit a task
• Utilize the Assign To field to choose multiple individuals or groups and share it across the team.

To Publish or Unpublish a Worksheet in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to the worksheet settings
• Utilize the Published toggle to activate or deactivate its availability for users

To view a complete task and its relevant worksheet as a manager in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to the Tasks module
• Find and open the task to see its progress, completion status, and linked worksheet details.

To add or edit a worksheet in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to the Worksheets Administration section
• To add a worksheet, press on the ‘Create New Worksheet’ option and customize the fields as per your requirements
• To edit a worksheet, open the worksheet and alter it
• Hit save.

To add or edit a Task Group in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to Settings
• Go to Task Groups
• To add a task group, click on ‘Add Task Group’ and input the required details
• To edit, press on the group name and make changes
• Hit save.

To view Task Group Settings in Staff Circle, follow the steps given below:

• Open Staff Circle
• Navigate to platform settings
• Go to the Task Group Settings section