You will receive a welcome email or SMS through your HR Administrator or directly from WeSoar with details of how to install the app from Play Store or App Store. Once you install the app, you will be prompted to enter your username and password provided to you in the welcome message. The right combination of username and password will enable you to log in.
Your username can be your official email address or registered mobile number or Employee Number.
Yes, in most cases you can. Once you sign in successfully for the first time using the password provided in the welcome message, you will automatically be required to change your password to something of your choice. However, if your company follows a Single Sign On (SSO) policy, then your credentials will be authenticated from their SSO platform. In all cases, the password must be complex and meet the following conditions:
Yes, we do not allow anyone, including any employee of WeSoar to view your raw password. It is viewed and stored in an encrypted form.
We also follow a two-factor authentication process for enhanced security. With this, you will get a One Time Password (OTP) valid for a limited duration on your registered mobile number. In such a case, your login will only succeed if you have the right combination of username, password and OTP.
Yes, we support login through your device’s in-built biometric authentication functionality. Once you sign in successfully for the first time, you will get an option to enable biometric authentication. You can choose to disable biometric authentication through your Profile settings.
You can navigate through the Bottom Bar, Home Screen, Floating Button and in certain screens through a Back Button on the top of the screen. The Bottom Bar is used to switch between high level processes (Perform and Engage) whereas the Floating Button is used to navigate sub-processes within each high-level process.
You can input data as text or as voice notes while providing comments throughout the app. Voice notes can be converted into text automatically.
Once you log in, you will see details of your tasks. The bottom bar contains the links to navigate amongst the Home Screen, Performance section and your Profile.
You will have four main sub-sections in Perform: Attendance, Planned Tasks, Unplanned Tasks and Reports.
Attendance is designed to measure the allocated time you spend on work. The default time is set as the time of your mobile phone for marking attendance when you visit this screen at the beginning and end of the workday. You can mark the attendance for a previous day but not the next day.
Yes, you can do this by simply increasing or decreasing time shown by default. However, marking the end of day for a future time is not allowed.
Your manager will be notified of your start and end time of work and would need to approve the same.
Yes, if you forgot to submit your attendance earlier for a specific date, you can still do this by first selecting the date from the calendar. After that, you need to set the time that you started work and when you finished.
No, you cannot change your attendance once it is submitted to your manager, but your manager can alter the time entered, if required.
You need to go to your “Perform” screen through the Bottom Bar. Here you will find options for viewing your “Planned Tasks” and “Unplanned Tasks”. Once you tap one of these, you will land on a listing of the respective types of Tasks where you can view the list of Tasks as well as add new Tasks.
In brief, Planned Tasks are Tasks that you plan to complete by a specific date while Unplanned Tasks are those that you have already completed, generally in the course of a day, even though they were not planned.
Tasks are your micro-goals for a short duration. Think of these as assignments or missions. For best results, Tasks you choose to input in the app should be meaningful and not just small reminders (e.g., reply to the email from John). One or more Tasks may add up to a Milestone and in turn Milestones add up to Performance Goals. Tasks could relate to your day job and be repetitive or be part of your annual Performance Goals.
Yes, you can apply the following filters with multiple selection while viewing your Tasks:
Just swipe left to delete a goal.
Just like your Gmail, long press one of the goals, then you will get the option to select multiple tasks that you want to delete. A “Delete” button will appear once you select the first task through a long press.
Once the Task is deleted, it will be placed in the site “Trash Bin” for a specified number of days as per your Company policy. You have the option of restoring the Task from the “Trash Bin” within the specified period. However, once the specified period has expired, the Task will be permanently deleted.
Apart from you, the following roles can access your Tasks:
You can add a comment on every task. The comment is available through text as well as a voice note which can be converted to text. You can also attach a file while adding your comment.
Yes, you can listen to your voice record before submitting it. You can also delete the same and record a new one.
You can comment, share or like a comment (like, celebrate, love, use emoji, etc.).
Each Task card, whether Planned or Unplanned is categorized as Maroon (High Impact), Orange (Medium Impact) and Blue (Low Impact). Impact is explained in detail in the Planned Tasks section.
Planned Tasks are those which you plan for in advance. The list of Planned Tasks may be long or short and the tasks could be due soon or later. The recipe for success is to prioritize tasks from your long list and accordingly schedule your day. You only have 24 hours in a day, and ideally less than that for work. Most “To-Dos” fail since people list too many tasks to succeed. Steve Jobs said focus is choosing what not to do. Choose your Tasks wisely.
You can add a Planned Task by selecting “+ Planned Task” in the screen where the Planned Tasks are listed. Planned Tasks can also be assigned by your manager.
Once the “Add Task” screen opens, you can add the Description, Due Date, Schedule and Collaborators to create a Planned Task. You can add more details like a Label (which helps you tag and retrieve Tasks), Urgency (how quickly the Task needs to be completed), Recurrence (to help you create repetitive tasks with your desired frequency) and Alarm (a reminder for you before the deadline).
Once you create a Task, you will reach a prioritization grid based on Urgency and Importance. You will find the recently created Task at the top of the list of Tasks below the grid. You can drag and drop the Task into one of the four boxes to determine the impact of the Task.
All three are related to date and time but serve different purpose. Due Date is your deadline for completing the task. Schedule is the time slot that you choose to work on the Task while the Alarm is a reminder before the Task is due.
A Collaborator is a person other than your manager who is assisting you in achieving your Task. This can be someone within or outside your team collaborating with you on your Task.
You can name your Task using Label. This will help you to retrieve them easily later.
This is the desired frequency for repetitive Tasks.
You can choose how quickly you need to complete a Task.
You have a 3D view of tasks. You can view them based on Impact, Date or Kanban. By default, you will view High Impact Tasks but can navigate through the selection menu to see Tasks by Date or by Kanban status.
The hashtags denote the current status of the Task from the 3D perspective.
The counter denotes the number of times the Manager has sought an update on that particular Task. If the update is asked for up to three times, the icon displayed is a bell. However, if the update is sought more than three times, the bell icon is replaced with a fire icon to show that the Task is literally “on fire”!
You can view your tasks based on their importance of completion. You can set your tasks on High, Medium or Low impact. High being the most important and low being the lowest. This is derived from the Prioritization Grid. The categorization is defined as follows:
You can view your tasks based on their planned date of completion. The categorization is as follows:
Kanban is a framework designed to help you stay focus on what is important by visualizing work and maximizing efficiency.
Kanban board has a four-step workflow: Backlog, To Do, In Progress, and Done. The default page of Kanban is “In Progress”. Let’s define what each stage means:
When you select the “Kanban” view, your default landing page is “In Progress”. You can simply move tasks from one stage to another without any manager approval. However, for a task to be marked as Completed, your manager approval is needed.
Kanban provides teams more flexible planning options, faster output, clearer focus, limits the work in progress, and transparency to achieve goals.
You have two options in the Planned Tasks floating button:
These are Tasks in which you are tagged on as a collaborator by someone else. Your performance rating is not directly impacted by these Tasks as they are beyond your own direct Tasks, but you can engage with your colleagues responsible for the Task. Your comments and engagement can be used at the time of appraisal to refer to the work you did outside your immediate responsibilities.
You can simply go to that Task and select Unfollow. By doing this, the Task will disappear from your Tagged Task list.
Yes, you can always edit the Task. By using the “Pencil” icon, the edit functionality will be enabled.
This is done through the “Update Task” process. You can update your Task progress by using one of the following options:
The aggregate of this is shown under Employee Reports as the Goal Summary chart. The same is also shown under the Manager Reports.
Your Manager gets a system generated notification when the status of the Task is changed to “At Risk” (to highlight potential hurdles) and Completed. For the other stages, the Manager can see all the details of the Tasks on demand
No, your manager will not receive a notification every time you add a Task. However, as a manager he/she will have a view on yours tasks from the dashboard.
This is for you if you add to your To-Dos after completing a task! We know that perfect planning does not exist or may not even be your style. Through Unplanned Tasks you can add your completed tasks which were not on your original plan at any time and keep track of where you have been focusing. By their very nature, Unplanned Tasks are reactive but may fill up a fair chunk of your day. All the more reason why you should be selective with your prioritization of your Planned Tasks.
This is solely to give you a sense of perspective about the time spent on the activity. Over a period of time, you will be able to see insights on your time utilization which can improve your effectiveness.
There are two pulse in engagement. Evergreen Pulse and Work From Home Pulse. There are five questions in total for both pulses.
This is a survey which is available for you all the time. There is no end date to this survey. Whenever you feel you want to share your feedback, we are here!
Don’t worry. No one in your company will know your answers to the survey questions. We maintain a very high level of data privacy at WeSoar.
We only report data if it meets a minimum threshold of respondents, generally not lower than 5. So, if you are the only respondent in the team, your manager will not receive any report.
Yes, you can see your responses to previous surveys. You can see responses by survey period as well as by specific questions across various surveys.
No, comments are not mandatory. However, comments provide a very rich perspective to your response and are always appreciated.
We do not report verbatim comments. We use Artificial Intelligence to synthesize comments to retain the essence without identifying the underlying comments.
No, once your response is submitted, it cannot be changed.
Your response will not be recorded unless you submit the survey. It is advisable to complete the survey rather than leave it mid-way.
No, you have only one login to access the platform both as employee and as manager.
A toggle button on the Home Screen allows you to switch between employee to manager views. When you switch the Toggle, you can navigate from one view to the other.
The Toggle Button is available only if employees are shown reporting to you in your company’s database. Those who are not line managers will not see the Toggle Button on their Home Screen.
First you need to switch to manager view using the Toggle Button on the top of your Home Screen, then you can select any of the modules listed there and shown through a high-level dashboard.
Your HR team can help you on this. Your team details need to be updated on the company’s HRMS system and it will then get updated on the WeSoar app.
You need to inform your HR team. They can update your team details on the company’s HRMS system.
Depending on your company’s subscription, you can view Performance, Recognition and Engagement.
You need to go to your “Perform” screen through the Bottom Bar. Once you tap “Attendance” on the Perform screen, you will land on a screen that shows you all your direct reports. Once you select one of your direct reports, you can see their attendance and approve it.
Yes, you can. You can edit their attendance record through the “Attendance” screens. Go to your “Perform” screen through the Bottom Bar to reach “Attendance”. The employee will be notified of the changes you have made.
You need to go to your “Perform” screen through the Bottom Bar. Here you will find options for viewing your team (direct reports) “Planned Tasks” and “Unplanned Tasks”. Once you tap “Planned Tasks”, you will land on a screen that shows all your direct reports. Once you select one of your direct reports, you can see all their Planned Tasks. You can also view your direct reports’ Unplanned Tasks through the Unplanned Task icon.
You can access Tasks for employees who are reporting to you directly.
You can view, edit, delete, or approve Tasks for employees who are reporting to you directly.
This is a functionality to help you create a new Task for a direct report and assign it to them.
No, you cannot delete a Completed Task.
Yes, you can edit a Task at any time, including after submission to you. You can also edit the fields in the Task such as alarm, reminder, recurring and due date.
No, you do not need to approve Tasks when they are created. You only need to approve Tasks as “Complete” once they are completed by the employee and sent for your review.
Yes, you can view Tasks for all the years after WeSoar was implemented in your organization.
Yes, you can assign tasks to employees who are reporting to you. Employees will be notified about this.
Yes, as a manager you can add yourself as a collaborator any time by editing the Task.
As a manager you can view the priority of all the assigned tasks of an employee based on prioritization that is done by the employee. You can also make changes here if necessary. The employee will be notified of the changes made by you.
You can request for updates for Planned Tasks in two ways
You can view the progress on the Tasks in real time by selecting employees and viewing each of their Tasks. However, you will be specifically notified in case the employee updated the status of a Task to “At Risk” or “Completed”.
This type of update signifies that something may prevent the employee from meeting the deadline for delivery or that the Task itself may not be delivered. In this case, you need to discuss the roadblock with the employee and work out a solution or delete the Task if it cannot be done. If a solution exists, the status should change to “In Progress” or “Completed” as appropriate.
You are expected to review the quality of Task completed and if you are happy with the outcome, then you can approve the completion of the Task, else, move it back into “In Progress” with comments on re-work or additional work required. Once you approve the Task, the Kanban status changes to “Done”.
Yes, you can record “Unplanned Tasks” on behalf of your direct report.
Yes, you can view employees Unplanned Tasks.
Yes, you can add comments on comments or react to comments.
As a manager you will have access to the following types of reports for your team members:
We have different types of surveys available which are action focused and drive change in behaviour in small steps. They are:
We believe that engagement needs to be measured over the employee lifecycle and is not a one-off activity. The different surveys measure specific aspects of your relationship with your organization.
Yes, the questions can be customized to the needs of your organization by your HR Administrator.
Your HR team chooses the relevant questions from built-in libraries for all types of surveys. There is also a flexibility to create custom questions.
At WeSoar we believe every organization is unique. Hence, what you need is unique and should be addressed at your organization level. We don’t believe in benchmarking. What works in another organization may or may not work for you.
The report output depends on the complexity of each survey. For simple surveys you will get simple bar charts, but for complex surveys like the Engagement Survey, you will have the following reports:
dice data according to many demographic parameters.