Help Center
Set-Up Single-Sign-On (SSO / SAML) with Azure and Prosper EX
The SSO guide for set up shows how to set up with Microsoft Azure and Prosper EX
User guide: New Custom Portal Log in
This guide will show you how to sign into your custom portal, how to add your portal to your desktop favorites and how to pin the portal to your phone for easy access.
User Guide: Employee Net Promoter Score (eNPS)
This guide will clarify what eNPS is, how it’s scored, and demonstrate how to utilize the eNPS survey type within Prosper EX.
User Guide: Employee Profile Notes & Attachments, A Managers View
This guide shows you how to add notes and attachments to an employee’s profile, including how to set notification of expiry dates and how to make visible for the employee.
User Guide: 1-to-1 functionality
This guide shows you how a scheduled 1-to-1 flows between the manager and recipient from when it is received to conducting the 1-to-1.
User Guide: How to Order your Upcoming and Previous 1-to-1s in the P&SF
Explore how to use the People & Skill Finder tool to order your upcoming and previous 1-to-1s
User Guide: Business Unit Functionality
How the Franchise / Business Unit function works The Business Unit function gives you the ability to run multiple business units, countries or brands through
User Guide: How to Pin Pillars / Values to your Dashboard
This guide will show you how to pin the values / pillars you are focused on to your managers dashboard. Ensuring each time you log in to Prosper EX these selected values will always be visible.
User Guide: My Goals – How to Manage Goals in Performance
This guide shows you how to manage ‘goals’ in Performance.
My Goals is a tool for Managers to monitor the goals and actions necessary for their team members to be successful in their current role, during regular 1-to-1s.
User Guide: Skills Mapping – How to Manage and add Skills in the People & Skills Finder
This guide shows you how to manage and add new ‘skills’ in the People & Skills Finder.
User Guide: How to Schedule and Customize 1-to-1s in Performance
This guide will show you how to schedule a 1-to-1 and create a customized 1-to-1 topic.
User Guide: Surveys, How to Customize, Reorder, Preview and More
This guide shows how to use and edit our survey templates built by organizational scientists.
User Guide: How to Build Your Own Surveys in Question Bank
This article shows how to build your own surveys using the ‘Question Bank’ function in your platform.
Historic Trend FAQ
This article visually shows you how to use all the features within our historic trend function found in the management dashboard.
User Guide: How to Edit Member Profiles in the People & Skills Finder
This user guide shows you how to edit a member’s details and profile.
User Guide: How to Filter by Activation Status and Activate Members in the People & Skills Finder
This guide explains how to activate new members in the People & Skills Finder. Also, this guide explains how to see which members are currently activated or inactivated.
User Guide: How to Use Bulk Actions in the People & Skills Finder
This guide explains how to use the bulk actions option within the People & Skills Finder
User Guide: How to Use Filters in the People & Skills Finder
This user guide explains how to use the filter settings within People & Skills Finder
Heatmap FAQ
This article covers our most frequently asked questions regarding the Prosper EX heatmap
User Guide: How to Manually Map Managers in the People & Skills Finder
This quick guide shows you how to assign manager rights to a member and allocate a specific team or location to them.
Note, Admins only
User Guide: Manage Development Plans – How to Create & Allocate a New Development Plan in Performance
See how to create a new Development Plan with competencies that can be tracked. This guide will show you how.
Customer Success FAQ
This article outlines the expectations for customer service and support provided by Prosper EX for its SaaS platform. It serves as a guide for customers to understand the available support channels, issue resolution process, and service levels they can expect.
User Guide: How to Automate Your Onboarding & Exit Surveys
This guide shows you how to automate your onboarding and exit surveys so when set up you will never miss out on valuable data and insights again.
User Guide: How to Upload Members
As part of our service commitment, we have enabled all our valued clients access to upload employee CSVs through their Prosper EX portal.
User Guide: How to Populate the CSV for Member Upload
We have enabled our customers more control over their data and can now add/ remove either one by one or in bulk new members to the Prosper EX platform seamlessly.