Onboarding

The Client and Mindset Partner Onboarding section will provide you with guidelines, reading material, step-by-step instructions and training tutorials that will help you to get going with a successful survey campaign. Most of the onboarding content is public and available elsewhere on our Resources site and can be viewed by anyone. Some of the content, however, such as the Excel Take-on files or Price Calculators, are restricted, and can only be viewed or downloaded by registered Clients or Mindset Partners after having logged in.

Click on the items below for more information or to navigate to a section, or select an item from the menu at the top of the page or in the side panel.

  
Additional Resources

Engage EX Videos

(3.33 minute YouTube video) Overview of the Engage EX Platform Take data-driven action on continuous employee feedback and automated pulse surveys and build a better workplace

(7.46 minutes) Introduction to Engage ANALYTICS An overview of Engage ANALYTICS – your advanced, drill-down analytics dashboard for actionable insights

(5.30 minutes) Introduction to Engage SURVEY An introduction and overview of Engage SURVEY – your gateway to engagement as an organizational way of life

(5.54 minutes) Working with Virtual Structures The innovative approach to structuring and updating your employee data in preparation for an employee survey in the new way of work