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Manage Cooleaf (Admin Only)

​Manage Challenges (Admin)

Use the Challenges page in Manage view to create and manage Cooleaf challenges. What are challenges? Challenges are employee engagement initiatives that reward positive behaviors such as leading a he…

Updated 4 months ago by Sydney Davis

Understanding the Manage View (Admin)

The Manage view allows Admins to invite new employees, create challenges/events/groups, and adjust organization settings. To access the Manage view, click the ‘Manage’ button above the navigation bar…

Updated 3 years ago by Melissa Perry

Manage Rewards (Admin)

Use the Rewards page in HR Panel view to create and manage your organization’s rewards and recognition categories. Understanding Rewards. Cooleaf rewards are a way for companies to show their gratitu…

Updated 4 months ago by Sydney Davis

Admin Dashboard - Reports (Admin)

The Admin Dashboard can be used to download various reports based on your needs. To access the Admin Dashboard, click the ‘HR Panel’ button on the navigation bar.. Where to pull reports. The Reports…

Updated 4 months ago by Sydney Davis

Manage Employees (Admin)

Use the HR Panel to search for current employees, add new employees, activate/deactivate accounts, and more. How do I deactivate an employee’s account? If an employee has left your company, you can u…

Updated 2 weeks ago by Sydney Davis

Manage Events (Admin)

What are Cooleaf events? The Cooleaf event feature allows Local Admins and Admins to create a calendar-based invitation to a virtual or in-person event. You can also award reward points for event att…

Updated 7 months ago by Melissa Perry

How do I add a new reward option? (Admin)

How do I add a new reward option? (Admin). Users earn Cooleaf reward points for activities like participating in a virtual challenge or attending an event. These reward points can be redeemed for rew…

Updated 2 years ago by Melissa Perry

Cooleaf Gifting Guide (Admin)

As a manager, there are a variety of ways to utilize the Cooleaf platform as an opportunity to show appreciation in the form of gifting. Give Digital Gift Cards, Branded Apparel, Merchandise, and Exp…

Updated 2 months ago by Sydney Davis

Setting Up a Gifting Pool (Admin)

Gifting pools can be set up for various needs. Some examples include: setting up a pool to allow your sales team to gift prospects or for your HR team to send a coffee gift card to a new hire before…

Updated 2 months ago by Sydney Davis

How to Utilize the NPS Survey Template in Cooleaf

What is an NPS Survey? Net Promoter Score®, or NPS®, measures employee experience and predicts business growth. This proven metric transformed the business world and now provides the core measurement…

Updated 4 months ago by Sydney Davis

Manage Tags (Admin)

Use the Tags page in Manage view to create and manage your organization’s tags. Understanding Tags. Tags are used to track activity within the platform. There are three types of tags: 1. Structure ta…

Updated 3 years ago by Melissa Perry

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