Employees — Your First Day

Your account is set up. Nice work.

Today is about getting oriented, understanding how things flow, and preparing for your first real conversations inside Dual Dash.

The goal isn’t to learn everything at once. It’s to get comfortable with the tools you’ll use most often.

Here’s the simple path to get started.

Customize Your Dashboard

Your Dashboard is your private page inside the Dual Dash platform.

Only you can see it.

You can customize the layout and add widgets that surface the information most relevant to you.

To customize your dashboard:

Click Add + in the top right corner.
Choose the widgets you want to add.
Drag widgets using the six dots to move them around.

Many tools in Dual Dash have widget versions, so you can surface information like meetings, tasks, recognition, or goals directly on your dashboard.

Build a layout that helps you stay organized and focused.

Sync Your Calendar (If Available)

If your organization uses calendar integration, you may be asked to sync your Outlook calendar.

This allows recurring 1:1 meetings and other scheduled conversations to appear automatically on your calendar.

If your organization requires approval for integrations, your IT team may need to authorize the connection first.

Once synced, meetings scheduled in Dual Dash will appear alongside your other calendar events.

Review Your Scorecard

Your Scorecard shows the KPIs connected to your role.

These metrics help you understand how performance is measured and how results are trending.

Take a few minutes to review:

Your KPIs
The benchmarks connected to them
Recent trends in your results

If your organization integrates data automatically, results may update on their own. If not, some KPIs may be updated manually.

Your Scorecard helps make expectations clear.

Explore Work Plans

Work Plans help organize goals and tasks.

You may see goals connected to:

Your role
Team priorities
Projects you're working on

You can also create private goals for things you want to work on personally.

Work Plans help turn conversations into clear actions.

Participate in Your First 1:1

Your manager may send you a 1:1 meeting invite.

This is one of the most important parts of Dual Dash.

1:1 meetings create a consistent place to discuss:

Progress
Challenges
Feedback
Next steps

Before the meeting, you can add agenda items such as updates, questions, or wins.

If everything is going well and you have nothing to bring up, you can select Nothing to Add.

The goal is alignment, not forced conversation.

Recognize Great Work

Dual Dash also includes recognition tools that allow employees to celebrate great work.

You can send STARS to recognize individuals or contribute to Success Stories that highlight meaningful moments across the organization.

Recognition can move in any direction across the company — between peers, teams, managers, and leaders.

Share Ideas

If you notice something that could improve how work happens, you can submit an Idea.

Ideas allow employees to share suggestions and contribute to improving the organization.

Some ideas turn into meaningful improvements across the company.

You're Ready to Go

You don’t need to master everything on day one.

The most important things to focus on are:

Your Dashboard
Your Scorecard
Your 1:1 meetings

Over time, you’ll become more familiar with the rest of the platform.

Dual Dash exists to help teams work better together, have clearer conversations, and make progress visible.

Welcome to the system.