HR Panel
Platform User Roles & Permission Levels
Cooleaf offers three distinct access levels to cater to the diverse needs of your organization: User, Platform Manager, and Platform Admin. These roles empower individuals with specific privileges to…
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…
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…
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…
Manage Awards (Admin)
Cooleaf awards are a way for companies to show their gratitude and incentivize employees with value. Points are awarded for activities tracked within Cooleaf, such as participating in a challenge or…
Manage Tags (Admin)
Tags are used to help categorize and organize your organizations. Tags are specific and unique to each organization.
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…
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…
