Module · Team happiness

Where to find it in the app

• Use it: Team → Team happiness
• Turn it on/off: your business name (top-left) → Settings → Modules → Team → Team happiness

Plan: Business · Module group: Your team · Navigation: Team → Team happiness

1. Overview

Purpose. Look after your people, not just the numbers. Team happiness offers an anonymous weekly pulse check-in, peer recognition (shout-outs), and an owner/manager morale read, because the goal is happier teams, not just efficient ones.

Anonymous by design. Pulse responses feed an aggregate morale figure; individual responses are not attributed. Managers see the team mood, not who said what.

2. When to use it

• To take the team's temperature each week.
• To recognise good work publicly.
• To give staff a safe channel for suggestions.

3. Required permissions

• View team happiness (happiness.view).
• Manage pulse & recognition (happiness.manage).

4. Navigation path

Team → Team happiness

5. What you'll see

• This week, your own pulse check-in (a score, with an optional anonymous comment), and a "Change my check-in" option.
• Team morale (managers only), the aggregate read for the team.
• Recognition, give a team member a shout-out / thanks.
• Staff suggestions. Submit an idea or improvement (with your name or anonymously), upvote the ones you back, and follow each one's status.

6. Turning it on

Settings → Modules → Your team → Team happiness (Business plan).

7. Step-by-step tasks

7a. Do your weekly check-in (everyone)

1. Open Team → Team happiness.
2. Set your score for the week and, optionally, add an anonymous comment.
3. Use Change my check-in to update it during the week.

7b. Recognise a teammate

1. In Recognition, pick a team member and write a short message (e.g. "…thanks for covering my shift!").
2. Post it so the team sees the appreciation.

7c. Read team morale (managers)

1. Open Team morale (managers only).
2. Review the aggregate trend; it also surfaces on the dashboard for managers.

7d. Submit a suggestion

1. In Staff suggestions, write your idea and submit it, choosing whether to post with your name or anonymously.
2. Anyone on the team can upvote the suggestions they support, so the ones with the most backing rise to the top.
3. Managers move each suggestion through a simple status as they act on it: New → Considering → Planned → Done, or Not now, so the team can see where their idea landed.

8. Examples

• Beginner: the whole team does a 10-second weekly check-in; the owner sees morale trending up.
• Real-world (gym): trainers post recognition for great member feedback, and a dip in morale prompts a quiet check-in from the manager.
• Advanced: suggestions feed a monthly team meeting; recognition becomes part of the culture, and the morale read informs rostering and workload decisions.

9. Reports & exports

The team morale read (managers) is the headline metric and appears on the dashboard. Recognition and suggestions are living records.

10. Common mistakes

• Treating it as surveillance, it's deliberately anonymous; don't try to identify individual responses.
• Only the owner checking in, encourage the whole team so the morale read is meaningful.
• Ignoring the signal, a falling morale read is the point; act on it.

11. Troubleshooting

12. Error messages

Check-ins, recognition and suggestions confirm inline. Morale only appears once there's at least one response for the period.

Related: Team comms · The dashboard & navigation