The Setup Readiness page provides a detailed breakdown of essential and optional configurations required to get started with the platform. While these settings guide the initial setup, keep the following points in mind:
Setup Readiness is divided into two sections: Critical and Optional.
This section highlights the mandatory configurations required to activate the core functionalities of the platform. Achieving 100% in this section ensures the foundational setup is complete.
Add all user types, including employees, managers, coaches, and trainers, to configure platform features.
Define departments to organize and manage users effectively.
Assign roles for all users to establish role-specific functionalities and access.
Configure skills to enable modules, assessments, and journeys as applicable.
Create success profiles to organize workflows and streamline the platform’s operation.
Note: Detailed instructions and validations are available for each feature to ensure a smooth configuration process.
This section includes additional configurations that can be activated based on your specific needs. While not mandatory, these enhance the platform’s capabilities.
Create additional skills beyond the 17 predefined skills provided by Eubrics.
Develop custom modules to tailor content for your organization’s unique requirements.
Set up journeys to organize multiple modules into structured schedules for employees.
By focusing on the Critical setup first and configuring the Optional elements as needed, you can ensure an optimal experience tailored to your organizational goals. Use the detailed instructions and validations provided for each step to navigate the setup process effortlessly.