Admins, here are the first things you should do when getting started with Elevo:
- ⭐️ Adding Elevo to your Favorites
- 👩🎨 Customizing Elevo to best suit your company image
- 👥 Importing your User Database
- 📥 Import other employee-related material to Elevo
- 👸 Managing Admin Accesses
💡 Please note to also check your inbox: an onboarding e-mail will be sent to you within the first few days of your contract. 😉 Requested data will need to be sent back. It is required for a proper implementation of the interface as is the information provided in this article.
⭐️ Adding Elevo to your Favorites
Let's start by establishing a solid basis! For one-click access to Elevo, add our website to your favorites 🙌🏼.
If your organization uses an intranet, ask the team in charge to create a direct link to Elevo.
👩🎨 Customizing Elevo to best suit your company image
Afterwards, with only a few clicks, we strongly recommend that you customize the interface according to your colors, to promote employee commitment and reinforce your organization's brand image.
Ready to add color to your interface? Follow the guide!
👥 Importing your User Database
Let's get down to business, it's time to add people to your interface to enliven it with the users’ presence.
This can be done in several ways:
- by importing a file with user information,
- by activating integration with your HRIS,
- or by setting up SFTP synchronization.
We invite you to read the articles and exchange with the competent teams within your organization to determine the most appropriate and suitable course of action.
You can then follow all the steps in our articles and you will see that it is all very simple 🙌🏼. If you need assistance, our Customer Success or Support is here to help you.
📥 Import other employee-related material to Elevo
In order to provide more background in your interface and make it a key entry point for HR resources, you can include the history of specific elements. You can therefore:
💡 Please note that importing past training requests and sessions is included in the price of the Training product but not importing past reviews. Contact your assigned Customer Success or Support for more information.
👸 Managing Admin Accesses
- 👤 Are you managing Elevo alone? If so, you can skip this section.
- 👥 Are you planing a collaborative management of this tool? Follow this guide to learn how to manage administrator rights. It is also possible to add different levels/restrictions of Admin rights, refer to this article to learn more.
💡 Please note that giving restricted Admin rights is an option in Elevo pricing. Contact your assigned Customer Success or Support for more information.
🔗 Setting up User Logins
- Define an appropriate password policy
According on the level of security required within your company, two password policies are available: standard and enhanced. You can notify your choice to Support who will put it in place.
What are the differences between these two policies? Please read this article to learn more.
- Simplifying login with SSO (Optional)
Single Sign-On (SSO) allows you to use your usual login method to connect to Elevo. Therefore users do not need a new password for Elevo and can easily log in.
Would you like to set it up? This article provides step by step assistance.
⛑️ View and communicate our resources
Now that setup is complete, it's time to discover the interface and its features.
We provide three guides for each user type with associated key articles and resources.
Feel free to let us know what you need and what content could be missing. Our Help Center will be happy to guide you or create new articles to further assist you.
💡 Please note that you can contact your dedicated Customer Success or Support for any issues or questions related to your contract (billing, renewal etc).