USER FIRST AID

HR MANAGER HELP | MANAGER AND ADMINISTRATOR HELP

For help, please contact  support@upsteem.com.

Topics:


A brief introduction to Upsteem.com

Upsteem.com is a professional business network that unites individuals, independent specialists and organisations.

For organisations, Upsteem.com supports many services, such as personnel evaluation and project management.

Organisations, individuals and employees can carry out joint projects in the Upsteem environment and exchange information. Upsteem can also be the ideal solution for a corporate intranet or extranet.

Read more about our services here.


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Home page structure




The user's Home page is divided into right and left panes and a top action bar.

The left pane is where the user’s message inbox, lists and selections are stored.

The right pane is used to display additional information: Data is generally entered and modified through the left pane.

The top action bar has selections that allow users to navigate back to the home page (Upsteem.com logo and “HOME” button), a search bar and notification bars.

Clicking on the Upsteem.com logo or the HOME button will always take you back to the home page

Go ahead and click on the messages or lists – you’ll see how they open in the right pane. You can also reply to messages in the same area.

The top action bar has three menus – Home, People and Messages.

The People view shows you all of your professional contacts. Use this tab to search for people’s profiles and to message them.

The Messages tab shows you only the messages you have sent directly to other users. If you’ve sent messages to groups (projects, groups or structural units), these will not be displayed here.






Instant message notifications tell you that you have received new messages.

  • Thumbtack icon – indicates that you have messages requesting action on your part – Active messages. For instance, requests asking you to fill in a new form or inviting you to join a new project.
  • Envelope icon – shows you have received a direct message from some other user. It is likely a message from your boss or a colleague.
  • Dialogue bubble icon – indicates you have received a message from one of your work-related groups or projects.

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Messages and other options on the Home page




The message centre on the Home page consolidates all of the messages from your groups – you will be shown the messages originating from your projects, organisations, departments or other groups.

You can write messages to groups by navigating to the profile of the group you want to post to. The groups where you can post will likely be displayed in the right pane of your home screen.

If you want to view user correspondence related to you, choose the top option, "Messages". You can send messages to your colleagues or other Upsteem.com users by searching for their names or in some activity group.

Clicking on the Upsteem.com logo or the HOME button will always take you back to the start screen

The other tabs on the home page are the following:

  • Calendar – a full list of all of the events originating from your groups. The calendar makes it easier to synchronise users in different organisations.
  • Files – upload the files you need here. If you are viewing the profile of a specific group, the files in it can be seen by all of the members of the group[R1] .
  • Projects – Here you see all of the projects associated with you. The projects menu has the choices “in progress” and “finished”.
Feedback – this tab shows you feedback forms sent to you to be filled in, feedback about yourself, and feedback forms you have responded to.

 [R1]this sentence unclear. files in what? they are only visible if you are viewing the profile? huh? needs to be rephrased.



 

Additional selections are located in the system under your user profile. Use this page to enter your CV and modify the settings of organisations associated with you – check it out!!

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Opening user profiles


Every system user has his or her own profile. The profile can be accessed using the button to the right of your username, which looks like this:

  • The profile entry button is the same for individuals and legal persons
  • If you do not see the profile button by some organisation, group or project, you lack the privilege to view it – nothing to get upset about, it’s just the way it’s supposed to be.

You can change your information and settings on the profile page. For example, supply your contact details and decide whether to make them visible to other users.

You can also change your password and user interface language.

Users who are legal persons also have a user profile where their authorised users can modify information.

Ordinary user profile:

 

Organisation profile: 



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Messages and forwarding them to e-mail addresses




As the default setting, Upsteem.com will send all of the messages you receive to your e-mail address. You can waive this function if you are constantly logged in to Upsteem.

To change the message forwarding settings, enter your user profile by clicking the pencil button:

 Then select the bar 

 Then indicate which notifications you want to receive by e-mail.


We do not under any circumstance recommend disabling e-mail notifications regarding active messages – if you do, some work-critical messages could go unread and your reputation in the eyes of colleagues and superiors could suffer... Disable notifications only if you know you will be logged into Upsteem every day one way or another.

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Changing the user interface language and password

The default language is set to English, if you signed yourself up as a user. If someone sent you an invite, the default setting will be some other language.

To change your language settings, go to your profile:

 Then choose "Account settings”:

You will see the selection "Interface language" in the window that pops up to the right. Make the desired changes and press “Save”.



The e-mail address and password associated with the user account can be changed on the same screen.

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Responding to surveys



Many users’ first contact with the Upsteem.com system is an invitation to take a personnel evaluation survey.

The invitation is sent to employees whose opinion is considered important in giving feedback to employees.

You will likely have had some previous contact with the employee being evaluated.

If you are a first-time user, you will be asked to set a password for your user account before filling in the personnel evaluation survey – this is so that you can later see which employees you have provided feedback on.

After setting your password, you will be directed to the survey response screen.

If your organisation is already using Upsteem.com for eliciting feedback, you will be notified via e-mail regarding a new evaluation form and the thumbtack icon on the action bar will turn red.

Survey response screen:

  • The list of questions will appear in the left pane.
  • The questions are organised by section. The section and question that are currently active will be lighter.
  • The right pane shows help text and the individual questions you are being prompted for an answer to.
  • Once you have responded to the question, press the “Save and continue” button under the response. A checkmark will appear in the left pane showing your answers.



  • Once all the questions have been answered, all of your responses will be sent to you for one last review. If you like, you can still change your answers at this point.
  • If you click "Confirm" the answers will become final and be sent to the survey compiler.
  • You will see your questionnaires in the “Feedback” tab under "Minu antud" (“Evaluated by me”). You won’t be able to see your responses to individual questions, though.


If you have been invited to respond to a Team Spirit survey, the process will be similar to the above.

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Invitation to join an organisation, project or group



If you have received an invitation to join an organisation or project, the invitation probably came from a user who thinks you have a contribution to make.

Any user can send invitations to join projects. Only managers and HR employees can ordinarily invite users to join organisations.

To join, just follow the instructions in the e-mail that was sent to you.

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Organisations, groups and projects


The Upsteem.com system was designed to be used professionally. All of the units in the system must be related to a specific organisation.

Such a structure allows the system to be used for personnel evaluation or to offer other business solutions in the system.

Any user can create primary units – it’s easy! Note: Be careful when acting on behalf of another person – obey the law!

  • You can create a complete structure for organisations. Managers have greater privileges than ordinary employees.
  • Departments are organisations’ structural units
  • Projects can be created under an organisation or department or group. Sub-projects can be created within projects.
Members of activity groups can be freely chosen, but must be associated with a specific organisation.
 

All Employees in Upsteem.com see only the organisations and units they are personally associated with. If desired, public projects or activity groups may also be created.

Connections may be created in the Upsteem.com system between parents and subsidiaries.


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