Setting up an Engagement Practice is easy! In this guide, you will learn what steps to take.

How to set up the Engagement Practice

The Engagement Practice was created to help managers get a pulse on how their team is doing in areas such as motivation, purpose, and growth.

When on the Teambase overview page, select "Start now" under the Engagement Practice.

This will take you to a short overview that explains why you might use it, how it works, and what questions are included. You can also see a preview of the survey that your team will receive as well as a preview of results.

When you are ready, select "Set up practice" to select the settings for your Engagement Practice.

  1. Select your team: you can select a specific team, or select to run the practice only for your direct reports.

  2. Instructions: add specific instructions to your team on filling out the survey, or what you will do with their responses afterward.

  3. Start date and time: select the day and time that you want the survey to start.

  4. Recurring: Select how often you want this practice to occur. It is possible to schedule the engagement practice as a recurring event on a weekly, bi-weekly, monthly, or every 3-month basis. You can also make it a single event by selecting "does not repeat."

  5. Deadline: Select the deadline for participants to respond to the survey. It can be 1 day, 2 days, 1 week, or 2 weeks after the initial engagement survey is sent out.

Note: We suggest you run an Engagement Practice on a monthly basis to keep track of your team and stay agile, without fatiguing your team members.

How to edit and pause an Engagement Practice

In the Teambase overview, you will see the practices that are currently running. If you need to pause or edit the Engagement Practice, you can do so by clicking the three dots in the right-hand corner of the practice.

Note: After pausing the Engagement Practice you can reactivate it at any given time.

After the Engagement Practice has ended, you will be able to see the results and focus on the next steps to optimize your team.

Are you a manager interested in getting actionable insights you can use to help build and improve your team? Check out the engagement and other practices on Teambase today!

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