Welcome to Leapsome - It’s great to have you on board!
To ensure a successful onboarding with Leapsome, we offer several webinars moderated by our customer success team. You will learn everything you need to get started with each module during these recurring live video onboardings.
Sign up for the onboarding webinars at these links:
- Admin Settings: 5–6 p.m. CEST | Tuesdays
- Reviews: 5:20–6:05 p.m. CEST | Every other Wednesday
- Goals: 5–6:30 p.m. CEST | Every other Wednesday
- Surveys: 5:30–6 p.m. CEST | Every other Wednesday
- Learning: 5–5:15 p.m. CEST | Every other Wednesday
What happens next?
- You will receive a confirmation email, a calendar invite, and an email beforehand from the webinar host.
- Please join the zoom link at the time of the call and cancel through the invite if you cannot make it.
- You will be muted during the call and can ask questions via the chat feature.
- Your webinar host will send you the recording and any relevant extra resources after the call.
What if I can’t attend the webinar times?
Please find recordings of recent webinars below:
- Admin Settings | Passcode: gec&Sf7&
- Reviews | Passcode: e*iqG9z*
- Goals | Passcode: qM9ZeMM^
- Surveys | Passcode: E1YnZD!z
- Learning | Passcode: ZDm.Xd6+
For those still trialing:
When purchasing new software, we believe it’s great to do a deep-dive if you have the time – so you are more than welcome to join! That said, these webinars are about the technical setup of your account. If you’d prefer an overview, check out our full recorded demo and user intro videos instead.
Info about each webinar
Admin onboarding
Register here for this weekly 60-minute admin onboarding session.
This webinar focuses on:
- Baseline settings (company name, mission, removing dummy data, etc.)
- Settings of instant feedback and meetings
- Intro to integrations
- How to upload users
- Manual user upload
- HRIS integrations
- Manually editing user information
- Setting up teams and levels
- How to set up the development / skill framework
- setting up skills, categories, etc.,
- Instant feedback
- How to give and request instant feedback
- How to give praise
- How to use the analytics dashboard
- Meetings
- How to create meetings and meeting templates
- How to adjust the meeting settings
Goals & OKRs
Register here for this biweekly 30-minute Goals & OKRs webinar onboarding session.
This webinar focuses on:
- Basic goals admin settings
- Goal access rights
- Creation rights
- Basic visibility settings
- Goal tags
- Understanding the module layout and sections
- How to create a goal cycle
- How to create and update a goal
- How to use the goal tree, filters, and analytics
Surveys
Register here for this biweekly 30-minute Survey onboarding session.
This webinar focuses on:
- How to set up a survey
- Using best-practice questions, questionnaires, or custom questions
- Editing questions and scales
- Adjust question frequency, timing, and rotation (including automation)
- Selecting participants
- How to use the survey analytics
- Views and filters
- Setting up action plans
- Survey dashboard
Reviews
Register here for this biweekly 45-minute Reviews onboarding session.
This webinar focuses on:
- Basic review of admin settings
- Access and visibility rights
- Review default scale
- Understanding the module layout and sections
- How to set up a review template
- Defining the scope
- Setting up the questionnaire
- Setting up the visibility rights
- How to kick off a review cycle
- Manually
- Via an automation
- How to use review analytics
Learning
Register here for this biweekly 15-minute Learning onboarding session.
This webinar focuses on:
- How to set up a learning path
- Uploading content
- Setting up quizzes
- Defining participants
- How to use the analytics section
- How employees interact with the Learning module
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