Getting started
What OpenAleph is, the modules it contains, who sees what, and where to start as an employee, manager or admin.
Who can do thisEmployeeManagerManager creatorScoped adminAdminSuper admin
OpenAleph is an HR and talent platform. It brings together, in one place, everything that helps people grow at work: interviews, 360 feedback, surveys, goals and OKRs, skills, e-learning, time off and workforce planning. This section covers what every user needs before diving into a specific module: how to log in, how the interface is organised, what your access level lets you do, and how to get help.
The modules
Each company chooses which modules it uses. The modules your company subscribes to appear in the left-hand menu under Apps. If a module described below is missing from your menu, your company probably doesn't use it. Ask your admin.
| Module | Menu label | What it is for | Documentation |
|---|---|---|---|
| People | People | Organisation chart, employee profiles, your team, the list of members and external users. Always available. | People |
| Interview | Interview | One-to-one interviews (annual reviews, professional reviews, check-ins...) organised as campaigns, with templates and cross reviews. | Interviews |
| Feedback | Feedback | 360 feedback campaigns: colleagues give feedback on a person (the reviewee). | Feedback |
| Surveys | Team Survey and Client survey | Surveys sent to employees (Team Survey) or to your own clients (Client survey). | Surveys |
| Goals | Goals | Individual and team goals with progress tracking. | Goals |
| OKRs | OKRs | Objectives and key results organised in OKR plans. | OKR |
| Skills | Skills | A skills framework, skills reviews and a company skills matrix. | Skills |
| Learn | Learn | E-learning: modules, playlists, a catalog, trainings and training plans. | Learn |
| Academy | (separate space) | A learning portal for people outside your company (partners, clients, freelancers) who take your trainings. | Academy |
| Work Time | Work Time | Absences and leave: your calendar, the team planning, leave requests and their configuration. | Work Time |
| Workforce planning | SWP (marked Beta) | Strategic workforce planning for managers and admins. | Workforce planning |
| Administration | Settings, People › Members | Company settings, members, access levels, profile fields, API keys. For admins. | Administration, Access levels |
Key concepts
| Term | Meaning |
|---|---|
| Company | Your organisation's OpenAleph space. Everything you see (people, campaigns, content) belongs to your company. |
| Access level | Your role in OpenAleph: Employee, Manager, Manager creator, Scoped admin, Admin or Super admin. It decides which menu entries and actions you get. See Roles and access levels. |
| Manager | In OpenAleph, the person set as your manager on your profile. Your manager sees your interviews, goals and trainings in their team views. |
| Workspace | A space you can enter after logging in: your company (internal access) or an Academy space of another organisation (external access). |
| Campaign | A wave of interviews, feedback, surveys or reviews launched to a group of people with a deadline. |
| Aleph AI | The AI assistant built into some pages (syntheses, content writing, training chat). See Aleph AI assistant. |
Who does what
| Role | Typical use |
|---|---|
| Employee | Fills in their own interviews, feedback and surveys, follows trainings, updates their goals, requests time off, looks up colleagues in the org chart. |
| Manager | Everything an employee does, plus follows their team: team interviews, team goals, the team dashboard on the home page, leave requests to approve. |
| Manager creator | A manager who can also create content: interview, feedback and survey campaigns, templates, Learn modules and trainings. |
| Scoped admin | An administrator limited to a population (for example one site or one department). |
| Admin | Configures the company: members, access levels, settings, all campaigns and content. |
| Super admin | The highest level, with every admin right. It is set up by OpenAleph and can't be granted from the app. |
Your first steps
- Open the invitation email you received ("Invitation to join ... in OpenAleph") and click Log in to OpenAleph. See Log in to OpenAleph.
- Enter your work email. On your first login, OpenAleph emails you a password. Use it to log in.
- Change this password from your profile if you wish, and pick your language (English or French). See Profile and preferences. Your profile itself (information, interviews, trainings, goals) is described in Your profile and member profiles.
- Look at the home page: Next up! lists what you have to do now (interviews, trainings, surveys). See Home page and navigation.
- Install the mobile app if you want to do your trainings, interviews and goal updates on your phone. See Mobile app.
Pages in this section
- Log in to OpenAleph: first login, password, Google and Microsoft sign-in, forgotten password, choosing a workspace.
- Roles and access levels: what each access level sees and can do, module by module.
- Home page and navigation: the home page sections, the side menu, the top bar.
- Profile and preferences: your profile page, photo, language and password.
- Notifications and emails: which emails and notifications OpenAleph sends and when.
- Aleph AI assistant: where AI is available and what it can do.
- Mobile app: what you can do on iOS and Android, login, push notifications, email links.
- Troubleshooting and help: login problems, missing modules, access denied pages, contacting support, privacy.
Typical workflow
- An admin creates your account (manually, by import or via an HR system sync) and sends you an invitation. See Add and invite members.
- You log in and land on the home page, which shows only the modules your company uses.
- When a campaign is launched (an annual review, a 360 feedback, a survey, a training), you receive an email and the task appears in Next up! on the home page and in the module's "My..." page.
- You complete the task on the web or on the mobile app before the deadline. Depending on the module and the campaign, reminders may be sent to you by email.
- Managers follow their team's progress from the Team Dashboard tab of the home page and from each module's team pages.
Log in to OpenAlephHow to log in for the first time, sign in with email and password, Google or Microsoft, reset a forgotten password and choose a workspace.Roles and access levelsThe six OpenAleph access levels (Employee, Manager, Manager creator, Scoped admin, Admin, Super admin) and what each one sees in every module.Home page and navigationThe OpenAleph home page (Assigned to me, Team Dashboard, Next up!, pinned information), the side menu, the top bar and the Help & Support button.Profile and preferencesOpen your OpenAleph profile, change your photo, switch the interface language between English and French, and change your password.Notifications and emailsThe emails and notifications OpenAleph sends (account, campaigns, reminders, trainings, goals, time off), in which language, and how links in emails work.Aleph AI assistantWhere Aleph AI is available in OpenAleph (Ask AlephAI button, syntheses, campaign chat, Learn content, training chat, skills reviews), who can use it and its limits.Mobile appInstall the OpenAleph app on iOS or Android, log in, use the Home, Apps and Profile tabs, get push notifications and open email links in the app.Troubleshooting and helpFix common OpenAleph problems (can't log in, missing module, Restricted Access 403, page not found 404, wrong language), contact support and read the privacy policy.
Still stuck?
Our team answers every question. Tell us what you are trying to do and we'll walk you through it. Contact support