Overview

The onboarding sheet is used during initial Prodoscore setup to bulk-load employees into the platform. Filling it out correctly ensures clean data, accurate scoring, and a smooth activation process.

Enter Employee Email

Provide the employee’s email address. Only the email is needed, no first or last name.

Select Employee Department

Choose the correct department from the dropdown box. If an exact match isn't available, select the closest option; custom departments can be added later.

Select User Role for Each Employee

Select the closest option; custom roles can be added later. Assign a general user role rather than a specific job title (e.g., Customer Support, Sales).

Add Manager's Email

Enter the email address of the employee's manager. Confirm that the manager is also listed as an employee elsewhere in the sheet.

Set Employee View Status

Select the access level that matches the employee's role. Note that the employee will not be notified of Prodoscore based on these settings. 

• Self View: For individual contributors. Users can see only their own data.
• Team View: For managers. Users can see their own data plus that of the employees they manage.
• Company View: For executive leadership. Users can see data across the entire organization.

Configure Admin Settings

Assign admin rights where applicable. Admins can manage user access, settings within Prodoscore. Whoever is authenticating O365 or Google Workspace with Prodoscore will need admin access (but can be limited to self view). Admins receive a welcome email once the platform has been created.

Some organizations grant Company View or Team View more broadly to promote transparency and a culture of self-management. Others run in a more stealth mode but view status is still a required field either way and will not notify the user.

Final Notes

• Use the drop-down menus wherever available for consistency and a smoother initial load.
• All settings can be updated later if needed.
• Enter each manager's email on its own line.