Confirm

This article describes how to use the People Editor functionality.

People Editor

Create and manage upcoming performance cycles or engagement surveys

How to create a Performance Cycle

Promotion Packets

Setting up the Confirm<>Slack Integration

This article will you walk you through how to set your Microsoft Teams integration with Confirm.

Setting up your Microsoft Teams Integration with Confirm

Manually Updating People Data

9-Box and Talent Matrices

How to onboard and integrate Confirm with your Rippling instance.

Integrating Confirm with Rippling

This article describes how System Administrators can assign, edit, and remove HR Administrator access and permissions in Confirm.

How to Assign/Edit/Remove HR Admin Permissions in Confirm

This article describes how to use the Content Administration features as an HR Administrator

Content Administration

The article describes how administrators of organizations that do not use HRIS integration can import and export employee data

How to Import and Export Confirm Users via CSV

This article describes how to create shareable engagement reports

How To Use Shared Engagement Reports

This article describes how to create and manage Development Plans

Development Plans

This article explains how to update manager relationships for a cycle if employees report to new managers after the snapshot is created

Admin: How to Change Manager Relationships in Cycle Snapshots

Strategic Objectives Overview

Workday RaaS Report Setup

Custom Cycle Data

Alexander Shen

David Isaac Murray

Nina Hancock

Confirm Administration

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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