Peoplebox

Guidelines to install Slack application and trigger notifications

How to install the Slack App

1. Request a demo with our sales team. The sales team would understand your requirements and map them to Peoplebox tool.
2. Once the requirement mapping is done the sales team would share a link to signup.
3. After you have signed up, navigate to the following url to integrate Slack -  https://dashboard.peoplebox.ai/dashboard/settings/slack
4. You can also navigate by clicking on the user icon at the bottom left. Then clicking on settings and then on Slack integration option.

Steps to trigger notifications

1. Create & Assign a goal to a Slack user other than yourself and they will receive a notification that they were assigned to a goal.
2. Create a Performance review and launch/test it to get a notification to fill your review in Slack
3. Create an Engagement survey from the surveys tab and launch it to get a notification in Slack
4. Schedule a 1:1 with your direct report and few hours before the 1:1 both you and your direct report will get a reminder about the 1:1 in Slack.