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:
- File Manager
- Browse Members
- Assign Admin Roles
- Add Members manually
- Pending Registrations
- Managing closed account queries
- Setting up an employee data Upload Template
- Uploading Employee Data
- Membership Update History
- Task Manager
- Managing your Membership Opt-outs
- Send Welcome Emails
Are the questions 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:
You can't find a guide for what you're looking for?
Through the widget you can also access our Knowledge Base for other queries as shown in the below video:
How can you handle errors?
If you encounter any troubles using the guides, please refer to Safelisting WalkMe Guides.
What if you'd like to suggest a guide?
If you encounter a process for which you'd like us to create a guide within Reward Manager, please share your needs in the comment section below. One of our Admins will respond shortly.