Admin Videos: Full List

Customer Success Updated by Customer Success

Here you will find our short system administrator focused training videos arranged by topic. Click here for a downloadable list, including the links and embed codes for the employee / manager training videos that you can also use or share within your company.

Clear Review Summary

  1. A general overview of the Clear Review system

People Management

  1. Importing Employee Data via CSV File Upload
  2. Manually Adding Users
  3. How to Search, Impersonate and Invite Users
  4. How to Edit a User and change their Manager
  5. Managing Leavers in the system
  6. Working with Admin Roles and Organisational Unit Configuration

Organisational Goals and Objectives

  1. How to create and use Organisational Goals with Performance Objectives
  2. Objectives Settings
  3. Making use of the Objective Library

Conversations

  1. How to configure Conversations

Feedback

  1. Feedback Settings

Navigation Options

  1. Navigation Options Settings

Report Options

  1. Report Options Settings

Languages and System Terminology

  1. How to update default labels and text

Additional Modules (dependent on your Clear Review package / admin permission levels)

Talent Snapshots

  1. Talent Snapshots

Feedback Circles

  1. Creating Feedback Circle Templates and configuring Round Admin

Analytics

  1. Analytics Module Overview (new video coming soon)
  2. Working with APIs - How to use SwaggerHub to generate query URLs
  3. Using API Data with Excel - 1 - Extracting User Data into Excel
  4. Using API Data with Excel - 2 - How to use Custom Columns to view Nested List Data
  5. Using API Data with Excel - 3 - Converting Dates to UK Format
  6. Using API Data with Excel - 4 - Dealing with Multiple Queries
  7. Using API Data with Excel - 5 - How to Merge Queries

Engagement

  1. Engagement Surveys
  2. My Mindspace
  3. Suggestion Box

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