Appical

Learn how to use the new Manager Toolkit in AppicalNow. This article explains how HR can set up and customize presets, and how managers and buddies can use the Manager…

Manager Toolkit

How to create a Manager Toolkit preset and configure its components: List of Talents, To-Do Items, Tutorial, Dashboard, Tips & Tricks, and Manager Introduction.

Setting Up a Manager Toolkit Preset

How to rename the Manager App tab and match the app's branding to your company's colours.

Styling the Manager App

What emails are sent when you connect a buddy or manager to a new hire, and which preset a new connection or new user is assigned.

How Connection Emails and Preset Assignment Work

Learn how to set up email notifications for specific Manager Toolkit actions to ensure HR is informed of critical updates.

Manager Toolkit Notifications

Check out these email templates you can use for inviting Managers.

Manager Toolkit Email Templates for Followers

Learn how to connect managers or buddies to new hires in the Manager Toolkit to support onboarding and track progress.

Connecting a Buddy or Manager to a New Hire

Set up and manage available languages in the Manager Toolkit and allow managers to select their preferred language in the Manager App.

Configuring Language Settings in the Manager Toolkit

Create reports on manager actions with a custom set of data.

Manager Reporting

How to apply Manager Checklist rules to individual checklist items.

Creating Rules Per Item

How to apply Manager Checklist rules to an entire category at once.

Creating Rules Per Category

How to set up rules for manager checklists in the Manager Toolkit.

Setting Up Rules for the Manager Checklist

Learn how to setup and manage your manager toolkit. 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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