Admin Configuration Overview

As an admin, you're responsible for configuring Zal.ai to match your organization's structure and processes. This article provides an overview of key configuration areas.

Accessing Settings

Click the Settings gear icon at the bottom of the navigation bar to access configuration options.

Key Configuration Areas

Users

Manage your employee roster. Add users individually or via CSV import, update roles and departments, set reporting lines, and deactivate users who leave.

Departments

Create and manage departments. Departments are required for survey anonymity (the 5+ response threshold applies per department).

Roles

Assign users to Employee, Manager, HR, or Admin roles. Roles determine what each person can see and do in the platform.

Reporting Lines

Set who reports to whom. This drives "My Team's" views for managers and determines who writes each employee's performance review.

Grading Scales

Create the rating system managers use when evaluating performance (e.g., "Below Expectations" through "Exceeds Expectations").

Meeting Types

Create meeting templates with structured agendas for different conversation types like 1:1s, team meetings, or performance review discussions.

Before Launching a Review Cycle

We recommend completing four tasks before your review cycle launches:

1. Confirm employee data (departments, roles, managers)
2. Assign admin permissions
3. Create a grading scale
4. Set up a meeting type for review conversations