HR Panel

Platform User Roles & Permission Levels

Cooleaf offers three distinct access levels to cater to the diverse needs of your organization: User, Local Admin, and Admin. These roles empower individuals with specific privileges to enhance their…

The Cooleaf Success Team
Updated by The Cooleaf Success Team

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…

Sydney Davis
Updated 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…

Sydney Davis
Updated 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

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…

Sydney Davis
Updated by Sydney Davis

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…

The Cooleaf Success Team
Updated by The Cooleaf Success Team

Manage Tags (Admin)

Tags are used to help categorize and organize your organizations. Tags are specific and unique to each organization.

The Cooleaf Success Team
Updated by The Cooleaf Success Team

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…

Sydney Davis
Updated 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…

The Cooleaf Success Team
Updated by The Cooleaf Success Team

Using Challenge Templates

Templates make it easy to create engaging business challenges in a matter of minutes! To access our full list of 20+ challenge templates, simply follow the directions below. Create a new challenge. C…

John Perry
Updated by John Perry

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