Slack is a popular messaging app, where for many companies- A huge chunk of their day-to-day communication lives. Below is a guide to using Slack with Small Improvements.
Article Quick Links
- Why use Slack with SI
- Setting up the Integration
- How to create Praise
- How to create a Private Note
- How to push updates into Slack
- Hipchat Integration
Why use Slack with Small Improvements?
Small Improvements is a perfect system to capture objectives or to send "official" praise to coworkers for a job well done. However, a common challenge for HR teams is to get SI as close as possible to their employee population, so that the system is used frequently. Often too many end users will forget about tools like Small Improvements once the official review time is over.
It's tricky on the desktop, and even harder on mobile. However, if users have already installed an app like Slack or HipChat (mobile or desktop), then it's a lot easier to reach those employees - Both to notify them of events and enable them to engage in new feedback/objective creation. Enter our new integration.
In order to enable the integration, an admin needs to navigate to the "Admin Overview" > Scroll to the bottom of the screen > And click into the Slack button, then press the Add To Slack button.
You will be taken to Slack's website where you can approve the Small Improvements integration. Provided all went fine, you'll then get taken back to the SI admin screen. It will confirm that the connection is properly set up.
Direct (private) Slack notifications are now automatically sent as outlined above. In addition, you can now designate Slack channels into which SI will post notifications for public SI messages and SI objectives:
You can, of course, designate that events get sent to the same channel but if you prefer, you can send messages to separate channels. This way your Slack users can subscribe to one but not the other. You may also decide to disable public notifications entirely (private notifications will continue to get sent).
Praise Coworkers Directly From Slack
When you enable the integration the /praise command is added to your Slack account. Everybody in your Slack team can start to use it right off the bat. To praise someone publicly in SI, without ever having to log-n, simply write "/praise" in Slack and add your recipient (instructions are shown on-screen). Just keep typing until your praise is complete:
This will create a praise in Small Improvements that will look like this:
You may @mention people, and also send praise to multiple people. For instance, if you want to praise John Doe and Helen Johnson (who calls herself helen in Slack) for helping out with Elsbeth's (called elsbeth in Slack) on-boarding, you would write:
/praise @johndoe @helen Thanks for the help with @elsbeth's on-boarding
Note that when you praise someone in Slack this is always displayed publicly in Small Improvements - If employees want to reply to that public praise, then they have a link in the Slack notification that takes them into SI to post their reply!
This lightweight recognition driven from Slack is also is tied to the recipient's user profile in Small Improvements, as long as they are an active user. Thus, these messages can become active: As all feedback captured on a user's profile can be relied on when it is time to participate in a structured Performance review and/or Peer feedback cycle.
Write a Private Note about Coworkers From Slack
Maybe you are a Manager and want to write a private note about an individual (for example in preparation for a one-to-one meeting or an aspect that you want to mention at review time, or remind yourself about some feedback for a co-worker), then the /note command also allows you to do this directly from Slack!
Similar to /praise, in order to write a private note about someone in Small Improvements, simply write "/note" in Slack, add the user and the content of the note (instructions will again appear on-screen).
You do use the @ sign to bring up who you are writing the note about but only you will see the note in both Slack and in Small Improvements:
Here's how the note from the example above would look like in SI:
Push updates from Small Improvements into Slack
Once you enable the integration and designate a channel, your Slack users will receive instant notifications for all public SI messages (and objectives, more in a a moment) in that channel. Your Slack users will also receive private notifications for any SI messages and objectives they were mentioned in.
Here's how a direct notification can look:
This is what a Manager would receive when a direct report creates an objective:
Objectives notifications pushed to Slack
As mentioned above, if public objectives are created within Small Improvements, you have the option to have notifications appear in your dedicated Slack channel. Though a good way to keep up awareness of colleague goal setting, it is entirely possible to just use the messages piece when working with Slack.
One useful bit of functionality for your leaders: Managers will even receive notifications when their direct reports change or create new objectives too! Making it easy for them to stay up to date on their reports goal progress.
360 notifications pushed to Slack
Just released, we've now updated the notifications ability to include when peer feedback is released. Depending on who it is released to of course, this applies to all types of 360 cycles. If there is no timeline milestone to designate a release date, a notification will appear for the reiveiwee (or manager, if the reviewee is restricted from seeing the feedback) whenever the reviewer elects to share.
Does your company use Hipchat as your internal communication system instead of Slack? No problem! We got you covered. Click here to learn more