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How to set up company values

Declan Manning
Updated

Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following User Access level: Admin   

The Company Value Settings feature enables you to create your company values from scratch or by using our provided templates as a foundation. 

Additionally, this feature allows you to modify details, archive values you no longer ‌use, or delete incorrectly added entries. 

Getting started

Create company value: Template-based 
  1. On the main menu, click Engagement.
  2. On the submenu, select Company Values.
  3. Click the Add New Value button to add your own custom value or choose one of the following values: 
    • We are one team.
    • We are bold and ambitious.
    • We invent.
    • We serve.

  4. Edit any of the following fields if required:

    • Value name
    • Value description
    • Icon

    Helpful Hint

    Not sure what to write? You can type a few points in, then click to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

  5. Click the Save button.

Editing data

Edit company value
  1. On the main menu, click Engagement.
  2. On the submenu, select Company Values.
  3. Click the   button.
  4. Click the   Edit button.

  5. Make the required changes and click the Save button.

    Helpful Hint

    Not sure what to write? You can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

Data management

Un-archive company value

Important

You can only un-archive a company value that has the status of archived.

  1. On the main menu, click Engagement.
  2. On the submenu, select Company Values.
  3. Click the   button.
  4. Click the   Unarchive button.
     

Deleting data

Archive company value

Important

The Archive a Company Value feature is only available when a recognition post on the company feed uses one of your company values.

  1. On the main menu, click Engagement.
  2. On the submenu, select Company Values.
  3. Click the   button.
  4. Click the   Archive button.
     
Delete company value

Important

The Delete a Company Value feature is only available when a recognition post on the company feed did not use one of your company values.

  1. On the main menu, click Engagement.
  2. On the submenu, select Company Values.
  3. Click the   button.

  4. Click the   Delete button.

     

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