Help Center

Get started with WorkStory

Find clear, practical guidance for setting up WorkStory, collecting better feedback, running performance reviews, managing goals, and connecting your team’s tools.

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A few useful guides for understanding WorkStory and getting employees and managers up and running.

Explore every WorkStory FAQ, organized around the work employees, managers, and administrators do most often.

DASHBOARD (ORGANIZATION)

Access and export organization-wide historical review data for reporting, recordkeeping, analysis, and long-term performance planning.

DASHBOARD (USER)

Use individual and team dashboards, export historical review data, and understand performance indicators such as the WorkStory Sentiment Score.

GETTING STARTED

Start here to understand WorkStory, set up your account and notifications, and follow practical onboarding guidance for employees, managers, and administrators.

GOALS

Create, edit, update, and remove employee goals, then use the Goals dashboard to monitor progress and support ongoing development conversations.

INTEGRATIONS

Connect WorkStory with Slack, Microsoft Teams, or Webex so employees can give feedback and complete review tasks in the communication tools they already use.

MANAGING COMPANY AND ORG CHART

Manage your company structure in WorkStory, including team member status, reporting relationships, review assignments, review frequency, and employee removal.

PULSE QUESTIONS

Create pulse questions that help your organization collect timely employee input, understand team sentiment, and respond to emerging needs.

REPORTS

Learn how managers and administrators turn year-round feedback into accurate performance reviews, create reusable review templates, and use WorkStory’s AI-assisted review workflow.

SHARING FEEDBACK

Give useful employee feedback, request input from colleagues, manage multiple feedback requests, and apply practical guidance for constructive comments.

SHOUTOUTS FEED

Learn how WorkStory’s Shoutouts Feed highlights employee recognition and makes positive feedback more visible across your organization.

WORKSTORY AI ASSIST

Understand how WorkStory AI Assist summarizes performance evidence, what information it uses, and the requirements and safeguards that guide its output.