What Is WalkMe?
Helping admins get used to Reward Manager is one of our priorities and in order to facilitate a smoother journey and faster task completion, we have teamed up with WalkMe and put guides in place right within Reward Manager (as shown below).
How Does it Work?
Follow the question marks or the Need Assistance? bubble at the top of the screen and you will receive step-by-step help through processes such as uploading membership files, sending welcome emails to new employees, and more.
For more information on the applications we have within our guides, see this article What Is WalkMe Apps Overview?
What Do We Offer?
Using the 'Need assistance?' widget can assist you in locating and starting the above guides quickly.
Please see below the functionalities and processes for which we have existing guides.
The visibility of the below WalkThrus is based on the users' permissions in Reward Manager.
Manage My Programme
Handling Members' Data
- File Manager
- Browse Members
- Edit Members Data
- Send Password Reset Guide
- Manage Admin Roles
- Add a Member
- Pending Registrations
- Closed Account Queries
- Creating a Membership List Template
- Uploading Membership List
- Membership Update History
- Task Manager
- Member Opt-outs
- Send Welcome Emails
FAQ Management
SmartProducts
- SmartHub® Layouts
- SmartHub® Pages
- Employee Surveys
- Email Digest
- SmartInsights™
- Segment Manager
- Groups Manager
Integrations
All authentication integrations below are accessible through this link:
- Inbound SAML
- OKTA
- ADFS
- Microsoft Azure
- Ping Identity
- One Login
- G Suite
- Viva Engage
- Duo
- Bitium
- Outbound SSO
- ER Select
All provisioning integrations below are accessible though this link
- Inbound SFTP
- Workday
- BambooHR
- SCIM API
- Gusto
- TriNet
- Justworks
- HiBob
- Freshteam
- ADP Workforce Now
- HR Partner
- Personio
- HR Cloud
- Square Payroll
- Lano
- Paylocity
- Paychex
- UKG Ready
- Nmbrs
- Namely
- PeopleHR
- Sesame
- UKG Pro
- Sage HR
- SAP SuccessFactors
- Breathe
- Dayforce
- AlexisHR
- ChartHop
- Proliant
- IntelliHR
- Altera Payroll
- Charlie
- Lucca
- Officient
All partners integrations below are accessible though this link
- Tredz
- Vintage Circle
- Zenith
- Solium
- Myagi
- Legal & General
- Kallidus
- Healthshield
- Capita
- Cushon
- Salary Finance
- Tusker
- Giving Force
- PXHub
- Cycle Solutions
- Epassi Gymflex
- Epassi Healthflex
- Novuna
- Handson Payroll Giving
- ERUK Employee Benefits
- Nudge
- Zest
- Unmind
All feeds & sharing integrations below are accessible though this link
- Slack
- Microsoft Teams
- Webhook
- REST API
- BugHerd
Security
Recognition & Reward
- Request R&R Credits
- Transfer R&R Credits
- AwardFilePlus™: Upload
- Instant Awards: Manage Pots
- Instant Awards: Send Award
- Instant Awards: Award History
- Instant Awards: View Fund Requests
- Instant Awards: Transaction History
- On The Spot Recognition: Upload
- Scheduled Recognition
- Edit a Scheduled Recognition Moment
- Scheduled Recognition History
- Create a Recognition Moment
- View Nominations
- Boost: Manage Balance
- Boost: Configuration
Image Library
Two-Factor Authentication
SmartPay (UK Only)
- SmartPay™: Payrolls
- SmartPay™: Download Deduction Report
- SmartPay™: Applications overview
- SmartPay™: Invoices overview
- SmartPay™: Cycle to Work Cancellation
TRS
Other
Note: Following each of the above links will start the relevant guide in Reward Manager.
Are the Question Marks Part of the Guides?
Yes, these are either quick launchers or tool tips for On The Spot guidance.
Please see examples below:
Simply hover over the question mark to view the tip:
Accessing Other Guides and Information
Through the widget, you can also access our Knowledge Base for other queries as shown in the below video:
Trouble When Using the Guides
If you encounter any troubles using the guides, please refer to the article Safelisting WalkMe Guide
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