Setting up Your Assay account
Assay is Workpay’s performance management tool, it helps organizations track employee performance consistently and measurably. Assay tracks employee performance using the following performance management methods or frameworks
1. OKRS
2. Balance Score Card
3. Check-ins/ 1:1s
4. 360-degree feedback
This page focuses solely on aspects that are common across all performance management frameworks, like sign-up processes, log-in procedures, and fundamental organizational settings. It includes guidance on setting up departments and job titles, managing roles and users, and adding new employees.
For more comprehensive insights into the specific functionalities of individual frameworks, please navigate to the respective pages dedicated to those frameworks.
Contents
1. Sign up/Login
2. Settings
Sign up your Account.
In order to access the assay app, you need to sign up and create an account
1. Under the landing page click on Create account
2. Enter your first name, last name, email and password then a link will be sent to your email
3. Open the link and you’ll be redirected to a page where you’ll fill in your company details. Enter the company details below and click continue.
4. Click on the use case and get started
Our team will review your application and you’ll be able to log in
Log In
Enter email and password to log in.
Settings
The settings are divided into Departments, Job Titles, Roles and Permissions, and Business Information.
4.1 Department
The settings in the department section enable you to edit, delete, and add a department
To add a new department;
1. Go to the department module
2. Go to Add Department
3. Enter the department name and department head
To edit a department;
1. Under the department module, go to the actions and click Edit department
2. Edit the department name and department head. You will only see a list of employees that you have added under the department head field
To delete a department
1. Under the department module,go to the actions and click Delete department
2. Click on delete department and confirm the deletion
4:2 Job Titles
The settings in the job title section enable you to edit, delete, and add a job title.
To add a new job title
1. Go to the Job title module
2. Go to Add Job Title, Enter the job title name, and save
To edit a job title
1. Under the department module,go to the actions and click edit job title
2. Edit job title and save
To delete a job title
1. Under the job title module, go to the actions and click delete job title
2. Confirm the deletion
4:3 Roles and Permissions
Each role contains several permission that allows users to perform certain actions. The settings allow one to create a role and give permissions.
To add a new role
1. Go to the Roles and Permissions module
2. Go to add role.
3. Enter the name of the role and select the permissions the role one should have
To edit a role
1. On the role and permissions module, go to any roles and click actions
2. Select edit role
3. Edit the role and save
To delete role
1. On the role and permissions module, go to any roles and click actions
2. Select delete role
4:4 Business Information
The settings under business information allow one to edit the business details.
To edit the business
1. Go to the organization module
2. Go to the business information sub-module
3. Go to edit
4. Edit the business details and update the changes
