FAQs
🔐 How is IMPACT protecting my data?
🔐 Here at IMPACT, we maintain the highest standards of data security, compliance, and privacy. We understand that it is important for you to keep your data and your employee data secure. It is our promise. IMPACT implements the security testing and reviews, designed to be GDPR compliant, and encrypts your data. More about our Security approach check here - https://www.plai.team/legal/securitySome readers🏗 What integrations are available with IMPACT?
You can log in with: Google Slack Microsoft 365 Connect Slack to receive real-time updates or give praise/feedback from Slack. Integrations with project management tools (Trello, JIRA, Asana) and HRIS (Gusto, Namely) are coming soon.Some readers🤔 How is IMPACT different from other Performance Management tools?
Yeah, really, how IMPACT is different from Lattice, 15Five, 7geese, Impraise, Weekdone, Perdoo, Gtmhub, etc.? 1️⃣ First of all, IMPACT is a full Performance Management platform (not only OKRs), so that your team doesn't need to use many different ones. (compared to Perdoo/Weekdone/Gtmhub). 2️⃣ Compared with other Performance Management tools: 🤓 IMPACT is simpler and easier to use (check what our users say 💰 Cost-effective: cheaper than most of the competitors (IMPACT pricing) 🗓 OfSome readers⏱ How long does it take to implement IMPACT?
Inviting your team to IMPACT takes a few minutes. You and start setting goals, sharing feedback and scheduling reviews right away. However, most teams spend a week or two to play around int he demo environment and test content, get familiar with the platform and develop internal communication and continuous feedback process.Some readers🎉 How to get the latest version of IMPACT?
After we release the new version of IMPACT, it becomes available in about 4-6 hours. All users get the new versions automatically; no action needed on your behalf as a user. However, sometimes you might want to get the new version immediately, before waiting the 4-6 hours for the new version to arrive. It might be useful in the cases when we release a critical bug fix. Or when you just cannot wait for our cool new features. To get the latest version immediately, press Menu → Reload forSome readers🗂 Can I export my content in IMPACT?
Yes, we do not lock you on our platform. You can go to Menu (top left) → Workspace settings → Export to export your Objectives. Go to each review to export the reviews if you need them. Export for all Feedback and Praise coming soon.Some readers
OKRs (Objectives and Key Results)
How to create an Objective Cycle (OKR planning timeframe) in IMPACT
Objectives and Key Results are a powerful way to track professional and personal goals. By using Objective cycles, you can assign your Objectives to specific planning cycles and monitor that progress for your team by each cycle. We made Objective Cycles easy to set up and customize to fit your unique company needs. ☝️ Note: Objective Cycle is a required field for each OKR. You cannot create an OKR without the Objective Cycle. Setup 1. Go to “Objective cycle” To create ObjectivPopularIMPACT OKR TV screen
Learn more about the Plai OKR TV screen. It is a dashboard designed to keep your goals public, and your team engaged.PopularIMPACT OKR Dashboard
Monitor what is the status and progress of your IMPACT OKRs over time. Stay up to date about the team progress and take proactive actions when necessary. OKR progress is calculated as the weighted average (mean) of the Key result progress. The team OKR progress is calculated as an average of all OKRs assigned to the team in the given Objective cycle Historical OKR progressPopularConnect Microsoft Teams to receive OKR updates in IMPACT
IMPACT integrates with Microsoft Teams through Webhooks. Learn more about MS Teams webhooks on the Microsoft site here 3 steps to complete the integration with MS Teams in IMPACT: Enable MS Teams integration in Workspace settings; Generate a webhook for your Microsoft Teams channel; Add the webhook from Step 2 to the team in IMPACT. Step 1 — Enable MS Teams integration in Workspace settings To enable Microsoft Teams webhooks, go to Workspace settings → IntegrationPopularHow to add Tasks/Initiatives to OKRs in IMPACT
Bring your Objectives to results with Tasks. Use them to plan activities and actions that need to be done towards your Objectives. We create Tasks to help you achieve OKRs. It’s best to keep metrics in Key Results, and other activities that you’ll do to achieve them in Tasks. Create a new task To add Tasks, go to Objective details (hover over Objective title and click Open). (https://storage.crisp.chat/users/helpdesk/website/a701d3a3b99e4000/0c774785-b945-4147-9354-c15b291frSome readersHow to create an OKR in IMPACT
OKRs help your team members to track their performance with clear Objectives and measurable Key Results. You can create a goal in IMPACT from several places: From the “My Objectives” screen. From the user profile screen. From the team profile screen. Just press the button Create Objective at these screens. Setup Step 1: Add an Objective title The ObjectSome readersHow to align (cascade) OKRs in IMPACT
Cascading OKRs is a way to align (cascade) your Objective with other Objectives (in any cycle). To align the Objective, go to “Objective Details” (hover over Objective title and click “Open”). Select tab “Details”, and search the parent Objective that you want to align with. (https://storage.crisp.chat/users/helpdesk/website/15dfc37e17c0c10/dd7fe60e-d684-4171-a13f-ecfcedSome readersIMPACT OKR visibility — private and public OKRs
We added visibility options to OKRs, so that you can control who can view and edit each OKR. When creating the OKR in IMPACT, you have an option to select the Visibility setting. Who can view and edit new OKRs: Public team OKRs: 👀 View: all ✍️ Edit: team members + Admins Private team OKRs: 👀 View: team members only ✍️ Edit: team members only PubiSome readersHow to delete an OKR in IMPACT
If you no longer need an IMPACT OKR, you can delete it. ☝️ Note: this action cannot be undone, the OKR is deleted permanently. To delete the OKR, go to Objective details (hover over Objective title and click Open). Open the Details tab and press Delete Objective. (https://storage.crisp.chat/users/helpdesk/website/8120a7309b2dc800/aa1d348e-0dd5-4e72-b45f-b5cSome readersHow to update OKRs in IMPACT
IMPACT makes it really easy for you to update any property of Objectives and Key Results. You can change almost every value that you see on every screen. Just click on the field, and it becomes editable. The property is automatically saved as you unfocus the cursor. To reorder Objectives, hover over the Objective title and press the arrows Up / Down. (https://storage.criSome readersIMPACT: List of email / Slack notifications about OKRs
IMPACT has a list of notifications to keep you up to date with the OKR progress. Set up notifications Go to Edit profile → Notifications to manage your own notifications. Select the one that you want to receive. Or click “Unselect all” at the bottom of the page if you want to unsubscribe from all notifications. Email notifications My team's ObjectivSome readersIMPACT: What does OKR mean
What does OKR mean OKR stands for Objectives and Key Results. It's a goal management framework that helps companies implement the strategy. Andy Grove invented OKRs when he was the CEO of Intel in 1970. He was inspired by the Peter Drucker's approach MBO (Management by Objectives). John Doerr worked at Intel and later became an advisor to Google, and encouraged Larry Page and Sergey Brin to adopt OKRs. Which they successfully did during the first year. It supported Google's growth fSome readersUnderstanding OKR statuses in IMPACT
There are 4 Objective statuses in IMPACT: On track At risk Behind Postponed They are not updated automatically; you need to set the status manually. Use the status to understand which Objectives are on track and which needs extra attention. So that the team understands when it’s time to course-correct their plans. It also a useful indicator for other teams to ofSome readersIMPACT OKR FAQs
Here you may find the typical Frequently Asked Questions about Plai. Feel free to drop us a line if you think we missed something here. Some readersHow to export my OKRs in IMPACT
To export your IMPACT Objectives in CVS format, go to the Workspace settings → Export tab. Select the cycle from which you wish to export the Objectives. And press the Export cycle to download the .CSV file with your OKR data, normalized by Key results. ☝️ Note: you need to be an Admins to export OKRs. Check out this fileSome readersWhat is “My Objectives” in IMPACT
Each IMPACT user has a tab Objectives → My Objectives on the left navigation bar. The user is considered a contributor to the OKR when at least one Key result is assigned to this user. Thus all the OKRs where you own at least one Key Result are displayed in the My Objectives tab. It’s a place to monitor and update all OKRs that you contribute to. The Objectives displayeSome readersHow to add Notes to OKRs in IMPACT
You may optionally write a description (notes) to remind yourself and your teammates about some details of the OKR. To add notes, go to Objective details (hover over Objective title and click “Open”). Open the Notes tab and write your thoughts. A powerful note editor at your disposal. (https://storage.crisp.chat/users/helpdesk/website/fbfbb61de2946800/9db5926f-475c-495Some readers
Reviews
IMPACT: Context panel in reviews
How to use the context panel in IMPACT performance reviews 💡 Reviewing colleagues’ performance can be challenging - especially if some time has passed since you last gave feedback to them. With the “Context panel” in IMPACT, you get instant access to past data about all the goals, feedback, and meeting notes to help you write well-informed, fair assessments. Here’s how you can use the context panel: 💁🏻♂️ For all review participants: When assessing yourself, peer, or direct report,Popular✍️ IMPACT: How to create and manage Review Cycles?
How to create, customize, monitor progress, review and share the Review cycle in IMPACT. 🎥 Here's a quick video on how to do it: The detailed articles on each step: How to create a new Review Cycle How to monitor the Review Cycle progress How to write responPopularHow to create a new Review Cycle in IMPACT
To create a Review Cycle, you need to have the HR access level (edit access levels in People menu item). Go to menu item Reviews, tab Manage. Press New review cycle Configure the cycle params: 1) Name & Introduction Name - how the review will be called; Introduction - text reviewers will see before writing the review; 2) Participants ReciSome readersHow to monitor the Review Cycle progress in IMPACT
As an HR, go to tab Reviews → Manage. Click on the review cycle row that is in the status "In progress". You'll navigate to the "Review cycle progress screen". On this screen you will see: List of participants And the status of their responses: Not started (gray ◻️ ) In progress (orange 🔶) Submitted (green 🟢) No response (red 🛑) You can monitor the PrSome readersHow to write responses as a reviewer in IMPACT
As a reviewer, you'll receive an email asking to write responses when the review cycle starts. You can also view all the reviews where you participate in the tab Reviews → My reviews. Press Write reviews (or Continue writing) to start writing the review.Some readersIMPACT: How to view review results when shared with me
As a recipient As a recipient, if the review results are shared with you, you will be notified by email (and receive the link in the email). 👀 You will also be able to find all your review results in the tab Reviews → My reviews. You will see a button View your results on each review cycle card where your results are available. (https://storage.crisp.chat/users/helSome readersScored Attributes in Review Cycles in IMPACT
Here's a quick video demo about the Scored Attribute feature in IMPACT. Make your reviews even more powerful and get insightful analytics using Scored Attributes. 🚀 You can now add the Scored attributes to your Linear Scale questions, assign the weights, and build Radar Chart to compare the scores from peers, managers, and self-evaluation.PopularReview Analytics in IMPACT
Here's a quick video demo about the Review Analytics feature in IMPACT. 📊 Analyze your review results, get powerful insights and help your team perform better together. Or if you prefer text, keep reading our guide below. How to use the HR analytics 📊 Before you begin, make sure you have Admin, HR Admin, or HR manager permissions. In the "Analytics" tab, select one or multiple review cycles for analysis. Pick upPopular
Employee Surveys
Getting started with surveys in IMPACT
How to use employee surveys in Plai to improve employee engagement, and gather anonymous employee feedbackFeaturedCreate surveys in IMPACT
Watch a quick video guide: Get started with creating a survey as an Admin by following these steps. Step 1: Survey overview & admins Name: Give your survey a clear name, like "Employee Happiness." This will be visible to participants and will help you to find it later. Survey Introduction: Write a brief message that responders will see before starting the survey. Include important information you want yourFeaturedParticipate in surveys in IMPACT
This guide will answer some common questions about participating in surveys to share feedback and help your organization improve. Where can I access my surveys? As a user without HR admin or manager permissions, you can access your surveys anytime in the "My surveys" tab. Once the survey begins, you will receive a notification via email with a direct link to an active survey and a deadline to submit the answers. Make sure to click thFeaturedInterpreting survey results & analytics in IMPACT
Watch a quick video guide: Surveys overview dashboard Here you will see the progress of your survey and can analyze results and share them. Note that you will see here only results you have access to (according to the Survey settings) and after the number of responses passes the anonymity threshold. Learn more about it here. Filtering survey analytics Tabs like Overview/FeaturedNavigating surveys menu in IMPACT
You can access and manage employee surveys using the “Surveys” menu in IMPACT. Here's a quick guide to help you explore different tabs. 1. "My Surveys" Here, you'll find surveys where you're a participant, allowing you to check what's ongoing, past, or drafted. The active surveys show a "Write response" button or "Continue writing" button if you have started but didn't finish. 2. "Manage" Restricted to HR admins and Survey Admins. Manage all the surveys and access their settings. Use fFew readersIMPACT Survey statuses explained
Surveys in IMPACT have different statuses, providing insights into the current stage of the survey or the progress of individual responses. Survey Statuses As a survey owner, you can change the survey status anytime. To do so, navigate to the survey ('Surveys' 'Manage’). Once there, open the survey context menu by clicking on the "..." button located on the right side of the survey management panel. Here, you can change survey statuses and also copy or delete your surveys. Here arFew readersMaking changes to an active survey round in IMPACT
IMPACT enables you to run regular surveys for tracking engagement and monitoring your company's pulse over time. However, sometimes updates are needed in an ongoing survey round. As an HR admin or a Survey admin, IMPACT allows you to make certain changes to survey settings even after it has been launched. Below is an overview of what can and cannot be modified during an open survey round. ✅ Overview - Survey Topic (Name): Update the name of the survey for easy recognition and reporFew readers