Motivosity Launch Checklist

Jalan Barrow

Modified on: Thu, 3 Feb, 2022 at 5:25 PM

Connect

Video tutorial of Login, Housekeeping items, and Connect settings

Checklist Items

Go ahead and follow the checklist items below to get started setting up Motivosity!

Signing into Motivosity
- How to sign into Motivosity
Add in any additional admins
- Additional users for setup
Setting up preferences
- Preferences guide
Upload your team into Motivosity
- Team upload
Fill out your company values (allowed up to 8)
- Adding company values into Motivosity
Create Custom Fields
- Custom fields guide
Connecting integrations
- Integrations
- For questions contact implementation@motivosity.com

If you have any questions or run into any trouble while going through this section, please feel free to reach out to our amazing Support Team by submitting a ticket here.

Recognize

Video tutorial of Recognize Setup

Checklist Items

Setting up Recognize is simple! Use the checklist items below to setup the Recognize portion of Motivosity!

Connect funding to Motivosity (via ACH or Credit Card)
- How to fund your account
Store
- Setup gift card options for your employees
Peer to Peer
- Allocate giving amounts
Spot Bonuses
- Set up bonus amounts for managers
Milestones
- Automate birthdays and work anniversaries
Awards
- Award your team members for ANYTHING!

If you have any questions or run into any trouble while going through this section, please feel free to reach out to our amazing Support Team by submitting a ticket here.

Lead

Video tutorial of Lead Setup

Please Note: You can toggle off all features of Lead that you do not plan on using right away

Checklist Items

We love helping managers become better leaders! Follow the steps below to help setup Lead in your Motivosity environment!

1 on 1s
- Accessing 1 on 1s setup
Priorities
- Overview and creating priorities
Coaching
- Coaching setup
Succession Planning
- Succession planning setup
Key Players
- Key player setup

If you have any questions or run into any trouble while going through this section, please feel free to reach out to our amazing Support Team by submitting a ticket here.

Listen

Video tutorial of Listen setup

Checklist Items

Employee satisfaction is so important! Follow the checklist items below to help setup Listen!

Satisfaction Surveys
- Satisfaction survey setup
Pulse Surveys
- Creating, editing, and reviewing

If you have any questions or run into any trouble while going through this section, please feel free to reach out to our amazing Support Team by submitting a ticket here.

Going Live!

Video tutorial for going live in Motivosity

Checklist Items

The following link will help go into more detail on how to go live!

How to Go Live
- Going Live in Motivosity

If you have any questions or run into any trouble while going through this section, please feel free to reach out to our amazing Support Team by submitting a ticket here.