Purpose
Company values shape culture, guide decisions, and unite employees around a shared purpose. These values reflecting your company culture can be stored in Cleary. It’s important and easy to recognize employees exhibiting these values through shoutouts in Cleary!
Company Values
Permissions
A user needs the Company Value Manager permission in Cleary in order to update these values. To edit this, navigate to Admin → Users, and search for a user.
Then, click the User Permissions tab and scroll down to enable Company Value Manager.
Creating and Managing Values
To add a new Company value, navigate to Admin → Company Values, and click Create a new Company Value.
When creating a new company value, give the value a name, description, and image. The image must be an SVG with at least 90x90 pixels. Please reach out to the Cleary team if you need assistance!
You can assign a position to the value which will affect where it’s placed when viewing values, which will be a number starting from 0. Be sure to toggle Active to ensure it’s displayed correctly.
Click Save Company Value. If you need to make adjustments later, just return here and click the value name to edit it.
Shoutouts
Give props to your colleagues who exhibit company values while going above and beyond through shoutouts!
To start, head to People → Shoutouts in Cleary:
From here, you can view all Shoutouts across your company, or view your shoutouts by clicking Shoutouts I’ve Sent.
Click Send a Shoutout to being shouting out your coworkers:
Through this modal you can customize your shoutout. You can also choose multiple recipients by searching and selecting multiple colleagues.
After calling out what they did and choosing the values they exhibited, click Send Shoutout!
Once sent, the shoutout will appear on the front page of Cleary for followers of the recipient, where other users can react or comment on the shoutout:
By default, followers will include the user’s manager, their direct reports, and their teammates (any colleague also reporting to their manager).
Any shoutouts an employee has received will be viewable on their profile. In addition, you can send a shoutout from their profile by clicking the Send a shoutout button.
Slack Integration
If you’ve set up a Slack integration with Cleary, you can easily send shoutouts straight from Slack!
Simply type “/shoutout” into a Slack channel.
From there, the following modal appears. Once you click Submit, the shoutout will be shared on the slack channel and across Cleary!
If you already have a dedicated channel to share recognition in Slack, you can also enable Shoutouts from Cleary to sync into a Slack channel.
In order to set this up, you will need to reach out to Cleary support. Just share the name of the channel (i.e. #shoutouts) and they'll set it up for you!
- 💡Tip: To learn more about the Cleary <> Slack integration, read this article
Notification Settings
To customize your shoutout notification preferences, click your profile on the top right of Cleary and click Settings.
Under the General tab, users can deselect Coworkers can be notified if I receive a shoutout if they prefer not to have others alerted.
In addition, they can adjust which channels they prefer to receive notifications:
Additionally, navigating to the People tab will allow a user more granular control over who they wish to receive Shoutout notifications about:
Navigating to the Celebrations tab allows users to customize how often their notifications are delivered: