Activate an Employee: Step-by-Step

Navigate to New Employees

Admin Permissions Required to activate employees.
1

Go to Settings in the left-hand menu.

2

Click Employees.

3

Click New Employees in the upper-right corner to see employees synced from your directory who have not yet been activated.

Assign a User Role

4

Locate the employee you want to activate and select a User Role from the dropdown.

Note: Assigning a User Role is mandatory to activate the employee. Once assigned, a license will be consumed.

Select a Department

5

Choose the appropriate Department from the dropdown list.

Assign View Permissions

6

Choose the employee's view level:

  • Self View: User can see only their own score and the average score of others in the same role.
  • Team View: Intended for Managers — users can see anyone who lists them as their manager.
  • Company View: Users can view company-wide scores and data.

Assign Manager(s)

7

Select a manager if applicable. Additional managers can be assigned (e.g., a manager's manager for dotted-line reporting).

Note: Managers must be activated users in Prodoscore before they can be assigned.

Configure Admin, Visibility & Reporting

8

Admin Settings: Enables access to org settings and user management. Best practice: limit Admin access to a small number of users.

9

Visibility: Set to Visible (activity contributes to reporting and scores) or Hidden (user can view data but their activity does not contribute to scores — commonly used for executives).

10

Report Frequency: Enable Daily or Weekly Prodoscore email summaries if desired.

Save Changes

11

Click Save Changes to activate the employee.